Condo/HOA Leader Do’s and Don’ts: The Roles and Duties of the HOA President, Secretary, Treasurer, and Director [HOAleader.com webinar]

Condo/HOA Leader Do’s and Don’ts: The Roles and Duties of the HOA President, Secretary, Treasurer, and Director

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, March 14, 2024
2-3 p.m. Eastern

Free Member Webinar
Members can register for this event at no cost by clicking register now.
Not a member yet?
Just sign up for a free 7-day trial, and then register here.

Let’s first say thank you for volunteering to lead your condo or HOA, whether you’re president, a board member, or serving in another role. It’s a hard job, and you’re making your community a better place to live with your efforts.

But do you know exactly what you’re supposed to be doing—and not doing—in your leadership role? Have you read the job description (have you seen one?)? Do you know what the law requires of you? Do you know what actions would be considered overstepping your role?

We’ve got you covered. Join us for a March 14 webinar to hear two experienced community association lawyers walk you through:

  • The difference between a condo/HOA director and an officer
  • The role and authority of a condo/HOA president
  • What a condo/HOA treasurer is responsible for, particularly if your management company handles your community’s financials
  • The duties of a condo/HOA secretary
  • What’s expected of a condo/HOA director at large
  • Where vice presidents fit into condos/HOAs
  • What to know if you’re a committee chair or member
  • Your board’s authority to create additional officer positions
  • Why some officers may have special voting or veto rights
  • Can—and should—your members hold multiple offices at the same time?
  • The election and removal of officers, when members refuse an office, and resignation of an officer position
  • Where condo/HOA leaders overstep their authority and where they don’t step up but should
  • What can happen to you if you don’t do your job or you go rogue?

In just 60 minutes, you’ll get job descriptions and tips for effectively carrying out your obligations as a leader in your community. Register now for this informative event for community association board members.

eHealthcare Strategy & Trends Offers New Webinar on Enhancing Patient Experience with Effective Provider Data Management Strategies

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists 

Wednesday  |  March 13, 2024   |  2 P.M. Eastern

Your Presenters:

  • Jeff Stewart, VP of Strategic Marketing, CHRISTUS Health 
  • Val Lopez, Assistant Vice President, Digital Marketing and Technology, Baptist Health
  • Jessica West, Director, Content & Media, Piedmont
  • Keir Bradshaw, EVP, Solution Consultant, MERGE

Join us as we delve into the critical role of provider data management in enhancing the patient experience. Our panel of healthcare marketing leaders will discuss the latest strategies and technological advances designed to streamline provider data accuracy, compliance, and utilization. Learn how to leverage these insights to empower your patients with accurate information and improved access to care.

Join us for a free webinar on Wednesday March 13 at 2 p.m. ET where you’ll hear from our panel of hospital and health system leaders as they share best practices for implementing effective provider data management strategies and improving the patient experience.

You’ll learn:

  • Insights into how precise provider data impacts patient trust and the overall efficiency of healthcare delivery systems.
  • How innovative technologies and systems can assist in the effective management and maintenance of provider data to ensure compliance and enhance patient care.
  • Best practices for implementing a robust provider data management strategy that can directly improve the patient experience.

And much much more!


Webinar at a Glance

Date:   Wednesday, March 13, 2024
Time:   2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend thanks to our event sponsor.

HOAleader.com Webinar: How to Protect Yourself and HOA from the Neighborhood Sociopath

How to Protect Yourself and HOA from the Neighborhood Sociopath

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, February 15, 2024
2-3 p.m. Eastern

Free Member Webinar
Members can register for this event at no cost by clicking register now.
Not a member yet?
Just sign up for a free 7-day trial, and then register here.

There seems to be no easing of the tension and aggression at condos and HOAs, and some of it has even tragically resulted in violence. And even if they’re not outwardly violent, the owners and residents who show contempt for and consistently disregard your HOA’s rules can make your life miserable.

One in 25 people is a sociopath, or a person who regularly exhibits asocial or antisocial behavior. Sociopaths look like your everyday neighbors, but they can be scary and intimidating—and they can turn your HOA into a battleground.

Join us for an insightful webinar on February 15 on how to wisely and safely handle the most difficult owners and residents you’ll ever face, led by two community association experts with decades of hands-on experience in advising associations.

You’ll learn:

  • The basics about sociopaths and persons with antisocial personality disorder and why their behavior is particularly destructive in a community association
  • Common types of sociopaths, along with what motivates them
  • The sociopaths you may encounter as a board member based on real-life examples, such as an owner who’s a member a sovereign citizens movement and doesn’t recognize any authority, including your HOA
  • Tips to help you tackle the difficult task of identifying sociopaths, whether they’re owners or fellow board members
  • Practical information to help you respond constructively to the actions of sociopaths you can’t ignore, including things you should be especially concerned about in dealing with sociopaths
  • Information you can use to protect yourself and your HOA
  • And much more!

In just 60 minutes, you’ll hear valuable information you can use now to be smarter when it comes to lessening the damage caused by the most difficult owners, residents, and board members. Register now for this informative event for community association board members.

Privacy-First: How to Ensure Your Healthcare Marketing Aligns with HIPAA [eHealthcare Strategy & Trends Webinar]

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists 

Thursday  |  February 1, 2024   |  2 P.M. Eastern

It may come as a surprise, but taking a privacy-first approach to marketing can unlock technologies and tactics that many healthcare organizations have considered off-limits until now. Learn how you can create a safe-by-default tech stack, eliminate sensitive data, and still have visibility into the customer journey.


Your Presenters:

  • Ray Mina, Head of Marketing, Freshpaint 
  • Doriann Cain, Partner, Faegre Drinker
  • Bridget O’Connor, COO, Fortalice Solutions
  • Edward Rafalski, Chief Strategy & Marketing Officer, BayCare Health System

A little over a year ago, HHS and OCR issued a HIPAA bulletin focused on consumer privacy and the use of tracking technologies that seemed poised to bring digital healthcare marketing to a screeching halt.

Fortunately, solutions have emerged. Organizations that have adopted new processes are successfully using tracking tools without risking a HIPAA breach. If you’re not there yet, there is light at the end of the tunnel.

Join us for a free webinar on Thursday February 1 at 2 p.m. ET where you’ll hear from legal, data security, and technology experts, and you’ll learn how healthcare organizations gather insights into customer journeys using tracking tools while protecting sensitive information and maintaining compliance with HIPAA.

You’ll learn:

  • What it means to be privacy-first.
  • Who needs to be involved in process change.
  • How to have constructive conversations with legal and compliance.
  • Why web trackers don’t comply with HIPAA.
  • Which tools you need a BAA (Business Associate Agreement) for.
  • What to do if you can’t get a BAA.

And much much more!


Webinar at a Glance

Date: Thursday, February 1, 2024
Time: 2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration: 60 Minutes
Cost: This event is free to attend thanks to our event sponsor.

HOAleader.com Offers New Webinar on How to Read and Understand Condo/HOA Financial Statements

How to Read Your Association’s Financial Reports (and Fulfill Your Fiduciary Duty)

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, January 18, 2024
2-3 p.m. Eastern

Free Member Webinar
Members can register for this event at no cost by clicking register now.
Not a member yet?
Just sign up for a free 7-day trial, and then register here.

Nobody expects you, as a board member, to be a CPA or a super-high-level financial whiz. But to fulfill your fiduciary duties, you do need to be able to understand your association’s financial statements, ask good questions about its financial status, and spot potential problems.

And in the past four years, these skills have become all the more complicated by the financial stressors COVID-19 placed on you, combined with the hyper-focus on deferred maintenance that has emerged in the wake of the Surfside, Fla., condo collapse—along with today’s stubborn inflation.

This webinar, led by two community association management experts, will help get you there. These two veteran industry leaders will cover:

  • The major financial reports for community associations and what each shows you, from balance sheet and cash flow to bank statements, check stubs, and credit card statements
  • Common issues that arise throughout the year, such as what to do when your budget varies from its original figures
  • The difference between cash and accrual accounting and why it matters
  • How condo/HOA finances have changed for communities in times of COVID, including new budget line items you should consider
  • How to spot potential fraud (Hint: You need to look not just at bank statements but also financial reports, for instance)
  • The role of your advisors:
    • Bookkeeper and CPA (is every bookkeeper a CPA? Is every CPA a bookkeeper? Does it matter?)
    • Banker
    • Manager
    • Attorney
    • Tax advisor
  • Other financial professionals you might want to consider adding to your team, along with where to draw lines between the advisors’ roles)
  • What you need to know to understand investment reports and reserve reports
  • The differences when it comes to financials for self-managed HOAs
  • Recordkeeping: What’s public, what gets shared with members, what just gets summarized, and what doesn’t get shared at all?

In just one hour, you’ll get the information you need to begin confidently reviewing financial reports for your association and identifying when something doesn’t seem right. Register now for this informative event for community association board members.

HOAleader.com Webinar: The 9 Most Pressing Issues for Condo/HOA Boards In the New Year

The 9 Most Pressing Issues for Condo/HOA Boards In the New Year

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, December 14, 2023
2:00-3:30 p.m. Eastern

Free Member Webinar
Members can register for this event at no cost by clicking register now.
Not a member yet?
Just sign up for a free 7-day trial, and then register here.

You never, ever know with certainty the challenges that will suddenly upend your carefully prepared plans. Even so, the best-run boards will prepare their condo/HOA for the issues their community is most likely to face in the coming year.

We can help you identify and prepare for the challenges of 2024. Join us for a must-attend webinar on December 14. You’ll hear three community association experts with decades of experience discuss the trends they expect to be front and center in 2024, along with what you need to know to ensure you’re ahead of the curve instead of constantly putting out fires.

Here are just six of the hot topics our experts are tracking for their clients:

  • The surprise burden of the Corporate Transparency Act—Odds are lawmakers had no idea this law would have the sweeping effects on condos/HOAs that it does, but its scope is so broad
  • Setting boundaries with the growing group of agitated and angry owners—what you can and should do to protect you and your fellow board members, along with what probably won’t work or won’t fly
  • How you can shift risk—more and more condos and HOAs are focusing on insurance and indemnity clauses in contracts as a means to lessen their potential legal liability
  • Consumer bankruptcies on the rise—What should you expect for your community when it comes to regular assessments and special assessments when a growing number of your owners file for bankruptcy
  • Decision 2024: To allow or to not allow political signs—The latest in disputes we’re seeing over political signs and how you can act now to tamper down tension in your community
  • The feds are still focused on your reserves and structural soundness—Federal agencies haven’t let up in terms of the requirements imposed in the wake of the condo collapse in Surfside, Fla.

In 90 information-packed minutes, you’ll get the information you need to ensure that 2024 is your association’s best and most positive year ever. Register now for this informative event for community association board members.

Practical Applications of AI in Healthcare Marketing: Elevating Patient & Employee Engagement and ROI [eHealthcare Strategy & Trends Webinar]

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists

Wednesday | December 13, 2023 | 2 P.M. Eastern

While there is a lot of noise and hype around AI, this session will focus on taking a practical approach to AI in healthcare marketing. Prepare to be inspired by real-world examples showcasing AI’s transformative impact on consumer engagement, internal communications, and even healthcare recruitment.


Your Presenters:

  • Jenny Collopy, VP, Chief Marketing and Communications Officer, The Christ Hospital Health Network
  • John Elder, Co-Founder and CEO, Supernatural
  • Mike Barrett, Co-Founder and CSO, Supernatural
  • Bianca Chaer, Strategist, Supernatural

On the heels of the pandemic and recurring staffing shortages, the healthcare sector has had a challenging few years. The need for more relevant content covering more channels—both externally and internally—has been increasing, while budgets generally have not kept pace with demand. It seems that every year healthcare marketers are asked to do more with less.

Join us for a dive deep into the topic of AI for healthcare marketing and how it can help your organization overcome some of the challenges our industry faces.

You’ll hear from Jenny Collopy, the CMO of The Christ Hospital Health Network, who will share her experiences with, hopes for, and challenges with AI in healthcare communications.

And you’ll hear from experts at Supernatural who have developed an AI-powered platform that helps clients get more work done in less time. Discover how they work with clients to better understand patients, how those patients make decisions, and what their needs are.

Join us December 13 and you’ll discover how to leverage AI to help gain a better understanding of your audience, how to use it to create an external campaign and infuse consistent messaging throughout your organization. You’ll get examples of quick-turn video scripts and social objects, as well as best practices and how to get started.\

You’ll learn:

  • An overview of the general AI landscape: different types of AI, how they are used, and presenters’ point of view on the risk/reward equation of these tools.
  • How to do more than just “Use ChatGPT”
  • The current landscape of AI in healthcare marketing, specifically how more relevant content can help improve marketing outcomes.
  • Where AI is making an impact for people in their day-to-day workflow, right now.
  • How AI can help understand and address the needs of different populations effectively.
  • How AI can customize content to live across multiple platforms for a variety of different audiences.
  • How AI can help optimize healthcare marketing campaigns — specifically:
    • How AI can help you understand the competitive environment
    • How you can use AI to make content
    • How you can use AI to evaluate that content
    • How you can use AI for channel strategy and media planning
And much much more!

Webinar at a Glance

Date: Wednesday, December 13, 2023
Time: 2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration: 60 Minutes
Cost: Free, thanks to our event sponsor.

Modifying Your Condo/HOA Governing Documents: When It’s Necessary and How to Accomplish it With Less Stress (HOAleader.com Webinar)

Modifying Your Condo/HOA Governing Documents: When It’s Necessary and How to Accomplish It With Less Stress

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, November 16, 2023
2-3 p.m. Eastern

If you’re like most condo/HOA board members, when you’ve read your declaration, your bylaws, or some other governing document, you’ve thought: “Wait, that can’t be right.”

Perhaps your documents are so out of date they mention things you legally can’t do these days, such as prohibit ownership based on race or ban all signs or flags or satellite dishes.

Or perhaps your community has morphed, and you’d like to modify some of the documents to permit owners more latitude or to restrict owners’ rights. Parking, rentals, and pets are all hot-button issues today, and your documents may need to be updated to reflect that.

Or maybe you need to change your documents to remove provisions you don’t enforce and that you and your owners would prefer you not enforce anymore.

Whatever the challenge with your documents, it’s important to ensure that any changes you make are done purposefully and properly.

Join us for a foundational webinar on November 16 for an A-to-Z guide on what to know if you’re considering modifying your governing documents. You’ll hear from two community association lawyers with extensive hands-on experience advising associations.

You’ll learn:

  • How to identify what should be changed in your governing documents and what’s probably not ideal but perhaps not critical to change
  • Specific examples of red light, yellow light, and green light provisions that you must change, that you probably should change, and that you can probably live with
  • General requirements for changing each of the documents in the hierarchy in governing documents, from your declaration to your bylaws down to your rules
  • A step-by-step overview of the process to follow in modifying governing documents, including timelines (spoiler alert: the timeline can be long!)
  • Tips for educating your owners on why changes are necessary and getting their buy-in when their approval is required
  • Best practices for passing amendments to your governing documents
  • Tips to make the entire effort less daunting, less time-consuming, and less contentious
  • And much more!

In just 60 minutes, you’ll hear the most important information you need to assess and update your governing documents to make your job and your owners’ lives better. Register now for this informative event for community association board members.


Everything You Wanted to Know About AI and Healthcare Marketing … But Were Afraid to Ask [eHealthcare Strategy & Trends Webinar]

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists

Wednesday  |  November 15, 2023   |  2 P.M. Eastern 

The buzz around artificial intelligence in healthcare is everywhere, and it is challenging to accurately evaluate AI’s promises to healthcare marketers. Here’s your chance to “talk tech” with AI experts about AI in healthcare marketing and explore how your organization can use AI-based technologies to accelerate your strategic priorities — and avoid the very real risks.

Your Presenters:

  • Rachelle Montano, Vice President of Clinical Strategy, Loyal
  • Matt Cohen, Director of AI, Loyal

Artificial Intelligence is already embedded in many things we do in marketing, from chatbots to social listening to customer insights and more — and it’s only going to grow in importance.

What should a healthcare marketer like you focus on when evaluating AI solutions? What are the risks? Do they outweigh the potential benefits? And how do you factor in the risk of doing nothing and being left behind?

Join us for a free webinar on November 15 at 2 p.m. ET to hear from healthcare industry veteran Rachelle Montano and Loyal’s Director of AI Matt Cohen as they discuss the pros and cons and demystify the hype around artificial intelligence in healthcare.

You’ll learn:

  • About different types of AI technologies and their real use cases.
  • How to evaluate AI-based solutions for your organization and get past the hype.
  • Concrete ways that AI technologies are enhancing marketing today. 
  • Where the biggest risks lurk for healthcare marketers and when you need to proceed with caution. 
  • How to safely test the waters before diving in … so you can avoid the dangers posed by being left behind.
  • What the future holds.

And much more!

Whether your organization is a leader or a lagger in deploying these technologies in your marketing, we guarantee you’ll come away with a deeper understanding of the different types of AI and their potential at your organization — from Natural Language Processing (NLP) to Machine Learning (ML), Predictive Modeling, and Generative AI tools like ChatGPT and others.


Webinar at a Glance

Date:  Wednesday, November 15, 2023
Time:   2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend thanks to our event sponsor.

Margo Schneider and Sarah Sommer Join Editorial Advisory Board of eHST

Schneider-Margo
Margo Schneider, senior executive director of digital strategy at UW Medicine

The eHST Editorial Advisory Board is made up of leaders in the healthcare marketing field committed to shaping the future of the industry. They offer ongoing feedback on our editorial coverage, write occasional articles, and point us to developments and people eHST members like you should know about.

I’m very pleased to announce that Margo Schneider and Sarah Sommer have joined this elite group.

Margo Schneider is the Senior Executive Director of Digital Strategy at UW Medicine, where she leads technology, digital experience, content marketing, and creative teams to advance digital innovations that improve the health of the public. Margo also serves on the board of directors for Amplio, a Seattle-based global health nonprofit that develops inclusive digital technology for governments and international development organizations. Read her full bio here.

sarah-sommer
Sarah Sommer, vice president, digital engagement at Geisinger

Sarah Sommer, MBA, is the Vice President for Digital Engagement within the marketing and communications department at Geisinger. She leads the digital engagement team and is responsible for Geisinger’s enterprise digital marketing and engagement technology portfolio. Read her full bio here.

The other members of the eHST Editorial Advisory Board are:

Ben Dillon, Co-Owner and Chief Executive Officer, Geonetric

Kathy Divis, President, Greystone.Net

Dan Dunlop, President & CEO, Jennings

Danny Fell, Healthcare Leader and Brand Strategist

John Halamka, MD, President, Mayo Clinic Platform

Dalal Haldeman, Ph.D., CEO, Haldeman Marketing, LLC

eHST-logo

Suzanne Sawyer, Marketing Communications Health Executive Leader

We are grateful to these Editorial Advisory Board members for sharing their experience and insights, and for helping us deliver insightful content that makes a difference to members like you.

Best regards,
Matt Humphrey
President