HOW TO HAVE A 1-HOUR BOARD MEETING
This seminar covers topics such as proper notice of an open board meeting, items to be included on the agenda, topics not on the agenda, emergency vote of the board, consent calendar, board packet, owners’ right to speak, executive session topics of discussion, motions, minutes, and emergency meetings.
HOW TO AVOID MANAGER PITFALLS
This seminar covers the five major pitfalls that managers face and how to avoid them.
NEW BOARD ORIENTATION
This seminar covers topics such as powers of the board, business judgment rule, Robert’s Rules of Parliamentary Procedure, board members’ fiduciary duties, potential exposure to personal liability, using the governing documents, appointing committees, insurance issues, naming officers, conducting board meetings, motions and voting, and minutes and association records.
THE ARC REVIEW PROCESS
This seminar covers topics such as establishing and enforcing architectural guidelines, receiving documents, reviewing plans and specifications for conformance, granting variances, and appeals of ARC decisions.
HOW TO DEAL WITH DIFFICULT PEOPLE
This seminar covers topics such as contentious board meetings, ultra vires acts, dissention among board members, homeowner-to-homeowner vs. homeowner-to-association issues, documenting objections during a vote, removal of a board member, recall of the entire board, irate homeowners, keeping control of board meetings, anonymous posting of notices, and access to membership list.
YOUR HOA IN COURT
This seminar covers topics such as types of matters that result in litigation, homeowner-to-homeowner and homeowner-to-HOA disputes, Internal Dispute Resolution and Alternative Dispute Resolution, Small Claims actions, tendering claims to the insurance company, foreclosing on liens, and enforcing a judgment.
COMMON-INTEREST DEVELOPMENT GOVERNANCE
This seminar covers topics such as community association formation and powers, corporate structure for community associations, board meetings and voting, membership meetings and voting, maintaining financial records and collecting assessments, the powers of a board of directors, board members’ fiduciary duties, the requirement that board meetings be “open” meetings, the roles of committees, appointing committee members, the topics to be addressed only in executive session, free speech matters such as protestors and signs, and architectural review issues.
RULES AND REGULATIONS
This seminar covers topics such as contents of rules and regulations, changes to rules and regulations, rules enforcement, violation letters, conducting hearings, preparing proper Notice of Hearing and Notice After Hearing letters, fine schedule, assessment collection policy, parking rules and towing, and architectural standards.
ASSOCIATION FINANCES
This seminar covers topics such as regular and special assessments, association budgets, operating accounts, funds held in reserves, contract review including what to look for in a contract, maintenance and indemnity agreements, and insurance review, including types of insurance policies such as general liability, D&O, automobile, workers' compensation, fidelity bond, earthquake/flood, and umbrella policies.
CONSTRUCTION MATTERS
This seminar covers topics such as plans and specifications review, granting variances, inspection issues, construction or design disputes, binding arbitration clause, retaining experts, soils and foundations issues, mechanics’ liens, maintenance and repair funding, building construction and repair contracts, construction loans, construction deposits, insurance matters, and surety bonds.
DEVELOPER TURNOVER ISSUES
This seminar covers topics such as completion of construction of the development, termination of marketing activity for sale of separate interests, developer-drafted CC&Rs, developer-controlled boards, turning over director seats to homeowners, release of bonds, and Transition Team check-list of tasks and activities.