Board Member Training

Here's the contents of my Board Member Training Program. I can work with your association's Board and Property Manager to assure knowledgeable and effective leadership.

1. Board of Directors

  • Board Members, Officers & Certification
  • BOD Powers, Duties, Activities, Standards & Ethics

2. Association Meetings

  • Board of Director Meetings & Agendas
  • Board Member Voting
  • Annual Owners Meeting
  • Unit Owner Voting
  • Election Flowchart

3. Documents & Statutes

  • Condominium Governing Documents
  • Hierarchy of Documents
  • Changing the Governing Documents
  • Florida Condo & HOA Statutes
  • Official Records
  • Association Website Requirements
  • Question & Answer Sheets
  • Welcome Package & Owner Correspondence
  • Response Times

4. Association Facilities

  • Association Facilities
  • Ownership
  • Condominium Unit Sales, Purchasers & Rentals
  • Association's Rental Policy
5. Owners & Staff

  • Association Staff & Volunteers
  • Committees
  • Owner Fines

6. Financials

  • Financial Structure
  • Chart of Accounts
  • Bank Accounts
  • Common & Building Expenses
  • Insurance
  • Reserve Accounts, Expenses & Calculations
  • Annual Budget & Growth
  • Maintenance Fee Assessments, Composition & Increases
  • Financial Calendar
  • Annual & Monthly Financial Reporting

7. Contracts & Vendors

  • Association Contracts
  • Contract Requirements
  • Vendors