Webinars - Association Reserves

Upcoming Webinars

See What Works—Real HOA Success Stories in Reserve Planning You Can Learn From.

Join LIVE on 11/05/25

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Our Most Recent 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.

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.

Insurance & Reserves in Community Associations

Insurance costs are skyrocketing, but your community isn’t powerless. Robert Nordlund and insurance pro Terri Guest reveal how well-funded reserves and proactive care can slash risk, attract insurers, and keep coverage affordable. learn why aging roofs and outdated systems send red flags, how underwriters use Google Street View to judge your property, and the exact steps boards must take to show they’re a preferred risk.

Past Webinars

General Reserves

These webinars answer your questions about all things reserves!

Reserve Study Standards & Legislation

Learn how the 2023 updates affect your next reserve study.

Funding Reserves

Why is funding reserves necessary and what happens when you don't?

Financial & Legal Experts

Find out if your standards measure up to inflation, insurance, budgets, and more.

Breaking Down Series

In this series, you'll dive into the reserve study process, report, expenses and funding!

Reserve Study Basics

Get to know how proper funding and spending is done with your reserve study.

Older Condo Series

Learn how to respond effectively to aging infrastructure right from the experts.

General Topics

Take home our resources made just for you - uPlanIt, your FiPhO Health Score, and insights from "Understanding Reserves."

California Webinar Series

Essential insights for California HOAs—join our expert-led webinars focused on navigating the unique reserve study requirements and challenges in the state.