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One former HOA board member shares her experience of being recalled by a rogue board and what life in her community has looked like since.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In Episode 169, Robert is joined once again by returning guest Helen, whom listeners may remember from Episode 112. A former HOA board member in Southern California, Helen shares her firsthand experience of being recalled during a leadership upheaval over budget decisions and what happened after her time on the board came to an unexpected end. Together, Robert and Helen discuss what an HOA recall can mean for both board members and homeowners, the challenges that can arise when leadership changes, and why transparency, communication, and sound financial decision-making are essential to protecting a community's long-term success.

Chapters:
00:00 What happened after the HOA board recall?
03:45 Why was the HOA board recalled?
07:17 What happened after the new board took over?
11:33 How do you recover after being recalled from an HOA board?
16:29 Why did the former board members keep attending meetings?
20:15 Ad Break - OurFiPhO.com
20:45 How did the new board change its leadership style?
24:34 What would Helen do differently as an HOA board member?
26:30 What financial responsibilities can't an HOA board avoid?
29:02 How can HOA boards create better continuity?
30:04 Why are homeowner committees so valuable?
32:03 Would Helen ever run for the HOA board again?
34:05 What should every HOA board tell homeowners about money?

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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HOA loans or special assessments? Discover which option may cost your community less in the long run.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In Episode 168, Julie is joined by HOA industry veteran Rolf Crocker to discuss one of the toughest financial decisions community associations face: should an HOA fund major expenses with a special assessment, a loan, or a combination of both? Drawing on Rolf's experience in both community management and HOA lending, he and Julie explore the key factors that help HOA boards make informed financial decisions for the future.

Chapters:

00:00 Why do HOAs end up needing loans or special assessments?
01:04 What causes HOA reserve funding shortfalls?
05:06 Should your HOA choose a loan or a special assessment?
07:48 Can an HOA combine loans and special assessments?
09:44 How should boards communicate financial problems?
11:05 What questions will homeowners ask first?
16:37 Ad Break - Community Financials
17:08 How do you prove you've chosen the best financial option?
23:14 How do you prevent another financial crisis?
27:53 Why should boards address funding problems even if they're unpopular?
31:25 What's the biggest lesson for HOA board members?

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

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Julie Adamen

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Robert Nordlund, PE

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Could your HOA survive a cyberattack? Learn the HOA cybersecurity mistakes that can lead to costly consequences.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

In Episode 167, Kevin Davis and Sherry Branson tackle one of the fastest-growing risks facing community associations: cybersecurity. As AI, connected devices, and digital platforms become a bigger part of HOA operations, many boards are struggling to keep pace with the technology and the threats that come with it. Learn what every HOA board should know to better protect community data and make more informed technology decisions before a cyber incident becomes a costly mistake!

Chapters:
00:00 Could one email bankrupt your HOA?
00:43 Why are HOA boards falling behind on cyber security?
03:04 Why are cyber criminals targeting HOA communities?
05:04 How do phishing emails and social engineering scams work?
07:39 How can your HOA stop a phishing attack before it starts?
08:11 Why has technology become a hidden risk for HOAs?
09:59 What happens when HOA technology suddenly stops working?
12:17 Why does every HOA need a cyber backup plan?
13:49 What is the Internet of Things and why should HOA boards care?
16:44 How can outdated technology expose your HOA to hackers?
19:27 Ad Break - Kevin Davis Insurance Services
19:55 Why is protecting homeowner data becoming more difficult?
23:53 Why can trusted HOA vendors become cyber security risks?
26:33 Who is responsible after an HOA cyber attack?
28:16 What fiduciary duties do HOA boards have for cyber security?
30:27 Should every HOA carry cyber insurance?
32:15 How can your HOA prepare before a cyber attack happens?

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