Utilizing Technology in Reserve Management: Tools and Best Practices

Technology is changing how community associations manage their money. In this informative webinar, Robert Nordlund and Lisa Beaty reveal how digital tools like HOA Invest and uPlanIt are helping HOAs simplify reserve funds management. From improving transparency to maximizing yield with FDIC-insured investments, this session shows board members how to reduce risk, stay compliant, and strengthen their long-term reserve strategy.
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Learn Your Association’s FiPhO Health Score!

What is a FiPhO™ Health Score, why does it matter, and how is it calculated? This is the new HOA scoring system!

uPlanIt: Workshop and Demonstration

uPlanIt: What is it, how does it work, and what’s it good for? Here's what you need to know about our online reserve calculator!
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“Understanding Reserves: A Guide to Your Association’s Reserve Fund & Reserve Study” – A Discussion with the Authors

Join the authors as they talk through the topics covered in the book and answer questions from the audience.