
The Psychology of Reserves
Reserves are financial AND psychological. In this webinar, we explore why HOA boards and homeowners resist funding Reserves, even when the need is clear.

Reserves are financial AND psychological. In this webinar, we explore why HOA boards and homeowners resist funding Reserves, even when the need is clear.

What separates a thriving Condo/HOA/Co-Op from one constantly putting out financial fires? Leadership. And that leadership knows to rely on a Reserve Study prepared by an independent, credentialed expert to provide the insights the board doesn’t have. In this webinar, we show four examples of clients, the decions they’ve made, and the adjustments we’ve made, to guide them safely and successfully towards an improved future.

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.

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.

Learn how to talk about reserve funding with HOA homeowners, avoid surprises, and build trust using communication that actually works.

See when its time to repair or replace your HOA reserve components and design a component list to maximize cash flow!