Webinars

Upcoming Webinars

Watch for topics and dates

Past Webinars

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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Addressing Common Challenges in Reserve Studies: Q&A Session

In this engaging and informative webinar, our experts tackled real-life challenges associations face with reserve funding and planning. From long-term strategies to specific funding scenarios, this session offers actionable guidance to help you make confident, informed decisions about your reserves. Learn how your insurance coverage and reserve plans work together to create a sustainable, cost-effective future for your community.

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Navigating Reserve Planning

Reserve planning is about anticipating and preparing for the (uncertain) future, so it is bound to not occur exactly according to our plans. That’s why we created this webinar – to showcase three case studies, and allow our audience to “look over our shoulders” as we re-enact what happened at those three associations.

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