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Don’t wait for a lawsuit to find an HOA attorney. Building that relationship early can save your board from much bigger problems later.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In Episode 176, Robert welcomes back condominium leader and attorney Roger Minch to discuss why every association should build a relationship with an HOA attorney before a serious problem arises. Too often, boards wait until they are facing a lawsuit, a major dispute, or another costly issue before seeking legal guidance. Roger explains why having trusted legal counsel involved early can help HOA boards better understand their fiduciary responsibilities and address problems while they are still manageable.

Chapters:
00:00 Why should HOA Boards think about legal counsel before trouble starts?
04:18 What fiduciary responsibilities fall on HOA Board members?
07:24 Why are experienced HOA Attorneys difficult to find in some markets?
09:43 What should an HOA look for in a younger attorney?
12:13 How can attorney client privilege protect an HOA Board?
16:17 Why does a volunteer HOA Board need a professional team?
20:36 What happens when a board relies too heavily on its manager?
23:09 Ad Break - Association Reserves
23:40 Why is a professional HOA team worth the cost?
24:51 How should an HOA evaluate the professionals it hires?
25:44 How can a board find the right HOA Attorney?
27:51 When should an HOA call its attorney?
31:30 Why should HOA Legal Disputes be addressed while they are still small?
33:52 What can happen when an HOA waits too long to build the right team?

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.

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Are you making one of these common HOA board mistakes? Erik Davis breaks down what boards should do differently.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
📋 Get in contact with Erik Davis 👉 Erik.Davis@amwins.com

In Episode 175, Robert welcomes first-time guest Erik Davis of Kevin Davis Insurance Services to talk about some of the biggest HOA board mistakes he sees and what boards can do differently. Through his work in the community association industry, Erik has gained a unique perspective on the decisions, behaviors, and missteps that can create unnecessary problems for an association. Learn how HOA boards can recognize these issues earlier, make better decisions, and avoid turning small mistakes into much bigger ones.

Chapters:
00:00 Why do HOA Board Mistakes keep repeating?
03:41 How did Erik Davis find his way into HOA insurance?
07:28 What surprised Erik about the community association industry?
10:00 Are some homeowners a poor fit for HOA living?
11:45 What recurring problems show up in HOA insurance claims?
15:53 What are the biggest mistakes HOA Boards keep making?
17:54 Why do homeowners clash with association rules?
22:32 Why does cooperation matter in HOA living?
23:15 Ad Break - Our FiPhO.com
23:46 What can HOA Boards change right now?
26:52 What five habits can make an HOA Board stronger?
30:23 Should HOA Board members receive more training?
34:24 What does the future of HOA leadership look like?
37:16 How can education improve community association living?

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.

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

Boardmember Merch Store!

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Julie Adamen

Kevin Davis, CIRMS

Robert Nordlund, PE

Support Our Sponsors

Association Insights & Marketplace

Association Reserves

Community Financials

Kevin Davis Insurance Services

Stoke Light Video & Marketing

The Inspectors of Election

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What does it really take to run HOA elections correctly? Go behind the scenes with the professionals who manage them every day.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
🔎 Learn More About The Inspectors of Election 👉 https://inspectorsofelection.com/

In Episode 174, Robert welcomes back Kurtis & Andrea Peterson of Inspectors of Election. HOA elections have changed dramatically over the years, with more scrutiny, greater skepticism, and a much higher risk of disputes when the process is not handled correctly. Kurtis and Andrea share what goes on behind the scenes at an electronic election support company and how today’s associations can approach elections with greater transparency and professionalism!

Chapters:
00:00 Why have HOA Elections become so complicated?
04:16 What actually goes into administering an HOA election?
05:28 Is there an HOA election season?
07:05 Why can combining multiple HOA votes create problems?
10:35 What happens when someone votes online and by paper?
13:07 Who is actually eligible to cast an HOA ballot?
14:08 Why do associations use an independent inspector of election?
16:03 How does independent election administration protect the board?
17:36 Ad Break - Community Financials
18:08 How did COVID change the HOA election process?
20:39 Why is every HOA election different?
22:25 How can online voting simplify a hybrid election?
25:02 How does an inspector keep HOA Elections fair and accurate?
26:57 How quickly can an HOA receive election results?
28:32 Can online voting help an HOA reach quorum?

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.

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

Boardmember Merch Store!

Connect with Hosts on LinkedIn

Julie Adamen

Kevin Davis, CIRMS

Robert Nordlund, PE

Support Our Sponsors

Association Insights & Marketplace

Association Reserves

Community Financials

Kevin Davis Insurance Services

Stoke Light Video & Marketing

The Inspectors of Election