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CAI just released free HOA Board Member Training that could change how your board leads. Learn more!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

We’re here today for episode 149 to share news about a new free course from CAI, the National Community Associations Institute. If you're not familiar with it, they're a trade organization. It's called Community Association Living and in their words, it's meant to be an accessible introduction for anyone wanting to know more about living in a community association. This can range from seasoned board members looking for more formal knowledge, which is you our audience, to homeowners thinking about volunteering, and this is your pipeline of new board members, all the way to folks thinking about buying in a community association for the first time. So today, we have two staff members from CAI to help describe and promote this course. Alden Michaels is the instructional design manager at CAI & Sean Coffers is their director of learning, and is relatively new after joining the CAI team in September of 2025 he's currently developing a variety of new educational programming for CAI membership, like this new course!

Chapters

00:00 What Is the Free HOA Board Member Training From CAI?
00:42 What Is the Community Association Living Course?
03:57 Who Is the Free CAI Course Designed For?
05:06 Why Do Many Homeowners Not Understand HOAs?
06:27 Is the CAI HOA Course Really Free and Accessible?
06:58 What Does the Online HOA Training Course Look Like?
07:49 How Is the Course Structured for Learning?
09:08 Why Did CAI Create This HOA Training Program?
10:19 Why Are Educated HOA Volunteers So Important?
11:50 What Makes This Course a Good Foundation for New Board Members?
13:19 What Training Comes After the Intro Course?
14:15 How Does CAI Train Community Managers?
15:39 What Is the Board Leader Certificate Program?
16:42 How Do People End Up Serving on HOA Boards?
17:26 How Long Does the HOA Training Course Take?
18:36 Why Should Homeowners Learn HOA Basics?
20:32 What Topics Does the Course Cover About Community Living?
21:08 Why Is Civility Important in HOA Communities?
21:30 Ad Break - Association Reserves
22:02 Do You Get a Certificate After Completi

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Julie Adamen

Kevin Davis, CIRMS

Robert Nordlund, PE

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Can your HOA save money without cutting corners? Here’s what smart boards are doing right now…
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

This episode was inspired by Jeff from Lake Tahoe, who wrote in: “money is always tight at our association. What can we do to limit our assessment increases?” Well, that's a hard one. Jeff, I don't think we have the power to stop inflation, but indeed, it's questions like this that made me think that we need Russell back on the program. Russell Munz of community financials, one of our podcast sponsors, Community Financials, provides condo and HOA accounting and other remote services. So he's our go to guy for financial tips for our HOA Insights program here. Now, to be clear, Russell and I don't have a magic wand, and we don't believe you save money by simply not spending owning and maintaining real estate is expensive, so today's program will be Russell explaining, from his vast experience, how to take good care of your associations, physical and financial well being without making mistakes that end up costing you extra money!

Chapters

00:00 Why Poor Collections Can Hurt Your HOA’s Financial Health
00:44 What Are Smart Ways to Save Money at Your HOA?
03:59 Why Are Homeowners Feeling Financial Pressure Right Now?
05:38 How Do HOA Fees Impact Property Values?
08:22 Why Is Collecting Dues So Critical to Your Budget?
12:15 How Can Delinquencies Prevent Loan Approval?
14:10 Why Must Boards Review Financial Reports Monthly?
17:53 Why Fixing Problems Right the First Time Saves Money
20:46 Ad Break - Association Reserves
21:17 Why does pressures create poor decisions for reserves?
23:33 Why Reserve Funding Is Not Optional
25:17 How Are Insurance Costs Impacting HOAs?
27:52 What Insurance “Recommendations” Should Boards Take Seriously?
30:00 How Do You Ensure Vendors Deliver What You Pay For?
33:25 What Fraud Prevention Controls Should Every HOA Have?
35:50 What Final Steps Help Reduce Financial Pressure on Homeowners?

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 a

Podcast Links:
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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

Stokelight Video & Marketing

The Inspectors of Election

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How did one HOA Board Hero win support for a 20% dues hike without backlash? Here’s what they did right…
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/

Association Reserves finished a reserve study for a 66‑unit townhome association in Las Cruces, New Mexico, earlier this year. It was their first engagement with this property, and they ended up recommending a significant increase in the association's reserve funding and a special assessment. That’s not unusual for a first-time client. Then they received a long email from the secretary of the board, Tim Long. In his email, Tim described how the reserve study got their attention, how they engaged the homeowners with this news, made some adjustments to customize the reserve plan, and then pitched the increase to their association at their annual meeting. Listen to this: at that annual meeting, the board passed the plan to increase assessments, and the news was greeted with a round of applause. That’s what got Association Reserves' attention, and why host, Robert Nordlund, asked Tim to be on the program today as our HOA Board Hero. What the board did to engage the homeowners, to help them understand the needs of the property, and to show how the board was going to lead them forward with the best interests of the association in mind was nothing short of fantastic.

Chapters:

00:00 What challenges did this HOA face before the reserve study?
00:31 What is a HOA Board Hero and why does it matter?
01:03 How did this board successfully pass a 20% dues increase?
04:07 Why did Tim decide to join the HOA board?
05:37 What sparked the need for a reserve study?
09:04 What was the board’s reaction to the reserve study results?
12:19 How did the board create a plan to move forward?
12:59 Why was community engagement critical to success?
16:23 Ad Break - FiPhO Score
16:54 How did involving homeowners change the outcome?
18:32 Why were small group meetings so effective?
20:44 How did the board validate and adjust the reserve study?
22:21 How did they build a 30-year funding plan?
23:24 How did homeowners help shape the funding strategy?
25:09 How did the board present the 20% dues increase?
27:19 What happened when the board voted on the increase?
28:34 What made

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

Stokelight Video & Marketing

The Inspectors of Election