Event Details

If you are new to community association governance, our online workshop series will give you an understanding of the fundamental concepts, as well as the necessary tools to make educated & thoughtful governance decisions. This series provides new board members with a comprehensive look at their roles and responsibilities and a better understanding of association governance, industry best practices, requirements and more.

This series is approved by the DRE for use of association funds.

Link will be sent to registrants before the event.

Aug 1, 2024

5:30 PM - 7:30 PM (PDT)


  • August 1
    5:30 PM - 7:30 PMAug 1 -Governing Documents and Roles & Responsibilities
    This workshop will give you an understanding of how associations are governed, different types of HOAs, governing documents, and board roles and responsibilities.
    August 8
    5:30 PM - 7:30 PMAug 8 - Fundamentals of Financial Management & Reserves
    We'll cover financial reporting, budgets, and reserve funding best practices. You should attend to understand the budgeting and financial reporting process, as well as the purpose and use of a reserve fund.
    August 15
    5:30 PM - 7:30 PMAug 15 - Insurance & Legislative Update
    Learn about the different types and limits of HOA insurance required or optional. We will explore liability insurance, D & O coverage, workers compensation, earthquake policy options and more.
    August 22
    5:30 PM - 7:30 PMAug 22 - Problem Solving/Board Meetings
    Learn problem solving techniques that will guide you through large projects more effectively and methodically. You will also get tips on how to make board meetings efficient and productive, minute taking best practices, and agenda formats.


  • Jessica Clifford, CMCA (Senior Community Manager at FirstService Residential, LLC)

    Jessica Clifford, CMCA

    Senior Community Manager at FirstService Residential, LLC

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  • Matthew Gardner (Partner at Richardson Ober)

    Matthew Gardner

    Partner at Richardson Ober

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  • Alison Greiner, Esq. (Adams-Stirling PLC)

    Alison Greiner, Esq.

    Adams-Stirling PLC

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  • Phil Hakopian, CIRMS (Owner at Cornerstone Commercial & Personal Insurance Services)

    Phil Hakopian, CIRMS

    Owner at Cornerstone Commercial & Personal Insurance Services

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  • Kevin Leonard (President at Association Reserves)

    Kevin Leonard

    President at Association Reserves

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  • Eric Zarr, CMCA, AMS (FirstService Residential California, LLC)

    Eric Zarr, CMCA, AMS

    FirstService Residential California, LLC

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