HOA Insights: Common Sense for Common Areas

著者: Hosts: Robert Nordlund Kevin Davis Julie Adamen
  • サマリー

  • We exist to help all 2 million volunteer HOA Boardmembers nationwide have the right information at the right time to make the right decisions for the future of their community association. Stay with us weekly for actionable insights that minimize stress, avoid catastrophes, and protect property values!

    Watch On Youtube

    Shop!
    HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!


    © 2024 HOA Insights: Common Sense for Common Areas
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あらすじ・解説

We exist to help all 2 million volunteer HOA Boardmembers nationwide have the right information at the right time to make the right decisions for the future of their community association. Stay with us weekly for actionable insights that minimize stress, avoid catastrophes, and protect property values!

Watch On Youtube

Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!


© 2024 HOA Insights: Common Sense for Common Areas
エピソード
  • 080 | Investing in HOA Reserves Made Simple
    2024/11/18

    Send us a text

    See how HOA Invest simplifies management of your HOA reserves and boosts your financial security!
    ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
    Get in Contact with HOA Invest: https://hoainvest.com/

    Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!
    ———
    Chapters

    00:00 Having Someone on Your Side
    02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest
    04:02 Why Jessica and Mark started HOA Invest
    07:00 How HOA Invest shares the fiduciary responsibility with board members
    08:23 Two risks when buying fixed income
    10:34 HOA Invest’s Team
    11:58 How to open an account with HOA invest
    19:04 HOA Invest’s ease of use for the busy managers
    21:42 Ad Break - HOA Invest
    22:20 The Safety of HOA Invest
    24:26 How HOA Invest keeps you under the FDIC insured limits
    26:18 Can small HOAs work with HOA Invest?

    The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

    Podcast Links:
    Full Episode List
    Watch On Youtube

    Engage in the conversation!

    Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.com

    Nominate yourself or a Board Hero you Know!
    Board Hero Nominations

    Shop!
    HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!

    Connect with Hosts on LinkedIn

    Julie Adamen
    https://www.linkedin.com/in/julieadamen/

    Kevin Davis, CIRMS
    https://www.linked...

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    33 分
  • 079 | You Have More Control Over HOA Insurance Costs Than You Think!
    2024/11/11

    Send us a text

    Learn how communities can take control of rising HOA insurance costs with some simple steps!
    ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

    Are rising HOA insurance premiums stressing your board? You may have more control than you realize! In this episode of HOA Insights, Kevin Davis and Robin Manougian delve into effective strategies for controlling HOA insurance costs and minimizing risks. They explore key factors, including the importance of proactive maintenance, budgeting for reserves, and understanding the broader impact of catastrophic losses on the insurance market. Learn how to secure the best possible rates by maintaining a healthy balance sheet and educating board members on their responsibilities.
    ———
    Chapters

    00:00 What Insurance Brokers Are Looking for in HOA Communities
    00:49 Introduction to Robin Manougian
    03:55 Why is Insurance So High?
    09:18 Insurance Carriers Are Panicking
    10:45 What HOAs Can Do to Lower Insurance Costs
    13:35 Risk Mitigation With Updated Utilities
    17:35 Reserve Studies and Keeping Insurance Rates Low
    20:10 Maintenance and Asset Deterioration
    23:42 Ad Break - Association Reserves
    24:24 What’s Next for HOA Insurance
    26:51 Expected 2025 Insurance Premium Increases
    28:33 Top Concerns for HOA Insurance
    30:34 The Uncertain Future of Condominiums
    32:55 Positive News for Associations

    The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

    Podcast Links:
    Full Episode List
    Watch On Youtube

    Engage in the conversation!

    Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.com

    Nominate yourself or a Board Hero you Know!
    Board Hero Nominations

    Shop!
    HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!

    Connect with Hosts on LinkedIn

    Julie Adamen
    https://www.linkedin.com/in/julieadamen/

    Kevin Davis, CIRMS
    https://www.linked...

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    36 分
  • 078 | HOA Board Heroes: Using an Effective Policy Governance Model
    2024/11/04

    Send us a text

    See how this week's HOA Board Hero, Sue York, applies the Policy Governance Model to guide her community effectively.
    ✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

    Ever wonder how some HOA boards achieve remarkable success and navigate challenges with ease? In this episode, we feature Sue York, a dedicated board member with over 24 years of service in the Ewa by Gentry community association, overseeing 9,000 units with a $4.5 million annual budget. Sue shares insights on using the Carver Policy Governance Model, a framework that allows the board to set clear policies while empowering the executive director to handle daily operations within the budget.

    Chapters:

    00:00
    Living With the Cultures of HOA Communities
    01:13 Introduction to HOA Board Hero Sue York
    02:55 What Motivated Sue to Join the HOA Board
    04:15 What Keeps Sue Motivated to Stay Involved in Her Association
    05:35 The Special Talents Sue Brings to Her HOA Board
    06:16 Sue’s Current Board Structure
    08:22 Carver's Policy Governance Model
    11:43 Ad Break - OurFiPhO
    12:14 Sue’s Feelings on Her HOA’s Operations
    14:25 Sue’s Favorite & Least Favorite Parts About Her HOA Board
    17:13 Sue’s Experience With HOA Board Meetings
    21:23 Sue’s Biggest Challenges While Serving Her HOA
    25:24 Sue’s Experience Being a Guidance Counselor & How That Has Helped Her HOA
    28:03 Getting People in the Policy Governance State of Mind

    The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

    Podcast Links:
    Full Episode List
    Watch On Youtube

    Engage in the conversation!

    Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to podcast@reservestudy.com

    Nominate yourself or a Board Hero you Know!
    Board Hero Nominations

    Shop!
    HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!

    Connect with Hosts on LinkedIn

    Julie Adamen
    https://www.linkedin.com/in/julieadamen/

    Kevin Davis, CIRMS
    https://www.linked...

    続きを読む 一部表示
    32 分

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