HOA Reserves and Other Funding Options: Tips for Everyday Smart Money Management

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, Sept. 14, 2023
2-3 p.m. Eastern

Money is one of the most contentious issues you’ll manage at your HOA. There’s always an owner—or many—who’ll challenge your financial decisions. Whether it’s how much money to collect from owners in assessments, how much money to spend on maintenance and repairs, or how much money to set aside in your reserves for those inevitable projects, your actions will be put under a microscope.

Keep calm and join our webinar for vital information on how you can effectively fund your association’s reserves in one-hour webinar on September 14 led by three community association experts—one a manager, one a lawyer, and one a reserves analyst.

They’ll explain what you need to know about HOA reserves and other funding mechanisms. They’ll also reveal the smartest moves you can make to ensure your HOA can pay for needed maintenance and repair projects and everyday HOA operations.

You’ll learn:

• The role of reserves at an HOA, including the new three-part test defining what’s appropriate to fund through reserves
• How state laws differ in requirements for reserves, ranging from states that don’t have any laws specifically governing HOA reserves to those that require reserve studies or certain reserve levels—and states in between that permit HOAs to not fund reserves if owners approve such a move
• What you should know about reserve and money management to ensure you meet your fiduciary duties and responsibilities
• When and how to conduct a reserve study
• The consequences of underfunding reserves
• How to help your owners take their focus off the goal of “low monthly assessments”
• Pros and cons of various funding mechanisms: budgeted contributions, one-time special assessments, and loans
• The most common mistakes boards make when funding HOA repair projects, whether through reserves or another funding method
• And much more!

After just one hour, you’ll know the HOA industry’s best practices when it comes to money matters at your HOA. Register now for this informative event for community association board members.

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A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

How to Crack the Code on Media Strategy and Channel Mix

WellSpan Health’s omnichannel media approach had a dramatic impact in a highly competitive marketplace. Learn how you can use intent-based planning to guide your media strategy and drive results.

Thursday    |   September 7, 2023    |   2 p.m. Eastern

Your Presenters:

• Jason VanDiver, Vice President of Communications, WellSpan Health
• Andrea Becker, Senior Director of Marketing, WellSpan Health
• Daniel Wiggins, Director of Digital Media, SPM Marketing & Communications
• Maggie Checinski, Integrated Media Director, SPM Marketing & Communications

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First Threads. Then X. Media channels are multiplying and shape shifting every day, and consumers have ever-expanding options when it comes to where they spend their valuable time.

In such a fragmented media world, how do you decide where to invest, to ensure that your marketing campaigns connect with and engage your key target audience?

Intent-based planning and tools get to the root of consumers’ media choices. Which channels do they use? When is the best time to reach them? How do they make health care decisions?

WellSpan teamed up with SPM Marketing & Communications media experts to consolidate and coordinate its media strategy. Using data analytics, strategic audience-focused media plans, consistent optimization, and a robust measurement framework, WellSpan took on large academic medical centers in its local market and rose to the top.

Join us September 7 when our presenters will share how they embraced a fully integrated team approach to media strategy that enabled WellSpan to break through the noise — and how a strategic approach to media planning can help you achieve great results for your organization.

You’ll learn:

• Which media channels are best for health care.
• How to leverage consumer insights in your media planning.
• How to balance digital and traditional media.
• How to measure and report results.
• Why an integrated approach is essential.

And much more! 

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Webinar at a Glance

Date:   Thursday, September 7, 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.

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Can’t attend on September 7?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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Rentals in Your HOA or Condo Getting You Down? What Condo/HOA Boards Need to Know About Regulating Rentals

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, August 17, 2023
2-3 p.m. Eastern

Travel is back! And guess where many travelers in the United States are staying? You’ve got it: In a short-term rental—perhaps one in your community, even.

But when you approach owners about the possibility, you’re told that nice lady who just moved into Owner Ollie’s unit is his cousin—wink, wink. And that family that rolled their luggage in Owner Ophelia’s unit last Thursday and rolled it back out Sunday night? They’re just friends! Nothing to see here!

Rentals are one of the toughest issues to control at HOAs, and they’ve become even more difficult to oversee with Americans traveling the country. What’s a responsible board to do?

Join us for a don’t-miss webinar on August 17 on how to create a smart—and enforceable—rental policy at your HOA. You’ll hear two community association lawyers with decades of hands-on experience in advising associations share their best advice on:

• What to know about rentals in HOAs: Is it true they can lower property values? Or is that just an urban myth perpetuated by stuffy, get-off-my-lawn-type owners?
• The pros and cons of creating rental restrictions in your community, including the biggie: How do we enforce it?
• Factors to consider when you evaluate whether your HOA needs a change in policy—whether it’s going from a no-rental plan to permitting rentals or the other way around
• What you need to know about the booming business of short-term rentals by homeowners
• Provisions to include in a rental policy to ensure it’s reasonable and enforceable
• Best practices for educating your community on your proposed rental policy so you can actually get it passed
• How to monitor your owners’ activities to ensure they’re not violating your policy
• Tips to make enforcement less daunting, time-consuming, and contentious, including smart ideas for fines that will deter and punish abusers
• Suggestions for dealing with those violating your rules, whether they’re doing regular, annual leases or listing their property on Airbnb, VRBO, and other websites in violation of your rules
• And much more!

In just 60 minutes, you’ll hear the most important information you need to assess and tweak your rental policy. Register now for this informative event for community association board members.

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A new Strategic Health Care Marketing webinar for health care marketers and strategists.

Brand Differentiation for Health Systems: How to Stand Out in a Crowded Market and Drive Business Results

Wednesday    |   August 9, 2023   |   2 p.m. Eastern

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Today, healthcare marketing is more complex than ever, with multiple consumer channels, recruitment challenges, and a rapidly changing competitive landscape. How do you stand out from the crowd?

A top academic health system in an extremely competitive market, Emory Healthcare needed a clear, attractive, and differentiating position and a compelling message that balanced business goals with consumer wants.

Emory has worked closely with SPM Group since 2016 to design some of the most successful campaigns in the Atlanta market — even through the pandemic.

Emory achieved success by defining key consumer insights, enabling it to:

• Drive brand preference
• Increase service line volume, and
• Improve employee recruitment and retention.

Join us on August 9 when our presenters will share the strategic approach they employed and insights that can help you evolve your brand position, optimize your marketing efforts, and address all of your business goals regardless of the size or structure of your organization.

You’ll learn:

• How to define your brand proposition or Brand Truth 
• What health consumers care about most when choosing a healthcare brand. 
• What employees care about most when choosing a place to work. 
• How to make the most of your marketing budget. 
• How to balance brand, service line, and recruitment goals. 

The results you can expect with this approach.

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Webinar at a Glance

Date:   Wednesday, August 9, 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.

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Can’t attend on August 9?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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