Resource Library

Welcome to our Resource Library. Below is a listing of quick videos with topics ranging from governing documents, meetings, financials, insurance and more.

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Associations

Governance

Financials

Meetings

Board of Directors, Governance

Insurance

Property Management Practices

ASSOCIATIONS

Associations 101

Defining Associations

Association Types

BOARD OF DIRECTORS

Understanding Fiduciary Duty

Three Legal Duties

Legal Protections of the Board

Decision Making Paralysis

The Power of NO

Deffering to Experts

Board Meeting Frequency

Roles and Responsibilities of the Board

Policy Board VS Action Board

Four Areas of Responsibility

Defining Officer Positions

Defining Officer Positions: Part 2

Fiduciary Duty: A Case Study

Delegating to Committees

Committee Types

GOVERNANCE

MCIOA 101

How MCIOA Interacts with Governing Docs

Amending VS Restating

MCIOA Amendment

Rule Creation & Enforceability Tips

Hierarchy of Governing Documents

Plat Maps

ByLaw Basics

Defining Declarations

Articles of Incorporations

Federal & State Laws

Rules & Regulations Overview

FINANCIALS

Balance Sheet Basics

Operating Budget Overview

Zero-Base Budgeting

Types of Expenses

Dues Increases

Defining Assessments

Financial Reporting

The Role of Special Assessments

Cashflow Management

Utility Budgeting

Year-End Reporting & MCIOA Requirements

Replacement Reserves 101

Reserve Requirements

Reserve Studies

Reserve Study Management

MEETINGS

The Dreaded Homeowner Forum

Liability of Recorded Meetings

Virtual Meeting Management

Informational Meetings

Purpose of a Board Meeting

Board Meeting Room Set Up

Virtual Meeting Requirements

When is a Meeting a “Meeting”

Six Meeting Types

Annual Meeting Requirements

Special Meeting Definition & Requirements

Annual Meeting Success

Closed Board Meetings

"Open Meeting" - What Does it Mean

Actions Without a Meeting

Board Meetings 101

Board Meeting Tips

Rober's Rules

PROPERTY MANAGEMENT PRACTICES

The Role of the Manager

Annual Calendar Tool

Contract Basics

RFPs

Site Inspections

Defining Maintenance Types

MCIOA & Maintenance Obiligations

Legislative Trends in Maintenance

Maintenance Matrix

INSURANCE

Policy Types

Business Policies

Coverage Scopes

Why "All In" Matters

Directors & Officers Coverage

Crime/Fidelity Coverage

Umbrella & Speciality Policies

MCIOA & Insurance

Association as "Primary"

Claims & Deductibles

Understanding Wind/Hail Deducitbles

Loss Assessment Coverage

HO6 Policies