Upcoming Webinars

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Our Most Recent Webinars

Case Studies of Successful Reserve Planning

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.

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.

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.

Past Webinars