HOA Board Member Resources

Serving as a member of and HOA Board is a wonderful opportunity to be of service to the community.  For most new board members it can leave them wondering at to their new roles and responsibilities as an HOA board member.   Each board member brings their own dreams and aspirations to the assignment but often finds resistance from the community or even other board members as they work to achieve those dreams and goals.  The purpose of this free training is to give HOA Board Officers and Members a sense of their role and responsibilities and how to be effective and a board and as members of the board.

In this training series we incorporate our own experience managing HOA’s, plus the experience of many who have worked with HOA’s as attorneys, insurance agents, and accountants.   In my opinion, one of the best resources for operating a board efficiently is the Carver Policy Governance Model.  These books and pamphlets explain Policy Governance as only John Carver can do.  It is new, innovative and effective.   John Carver provides an excellent base from which an HOAs can build sound policies, exercise fiduciary responsibilities, and effectively manage their organizations.

This training is done on-line, in Webinar format.  The Seminars are free to anyone who may desire to participate but pre-registration is required.  To pre-register for the Webinar, simply send an e-mail to steve@welchagency.com . Once the e-mail is received you will be registered and you will be sent the information to join by using your computer and a toll-free conference call number the day before the Webinar.  Once on line, you will be able to hear, ask questions, and see the training materials on your computer screen.  For further information or to answer any questions please call our office at 800 935 6083.  We look forward to hearing from you soon.


HOA Management Training Webinars Topics and Dates (All Webinars begin at 7:00 PM):  


January 22 Basic Principles of Policy Governance for HOA Organizations
February 20  Planning Better Board Meetings
March 19 Your Roles and Responsibilities as a Board Member
April 13 The Basic Steps to Fiduciary Responsibility
May 19 Generating Activities that Create Greater Community Participation
June 22 Creating an HOA Mission that Makes a Difference
July 21 The Role of the Chairperson as a Servant-Leader
August 18 Dealing with Difficult Issues and Difficult People
September 22    Strategies for Board Leadership
October 21 Preparing Next Year’s Budget
November 19    Board Self Assessment
December 16 Preparing for the Annual Meeting

See Also: HOA Communities | HOA Management Fees | HOA Management Info
Trista Yost, Principal Broker
Welch Randall Real Estate
Ph: 801-399-5883Fax:801-340-4811
5300 S Adams Ave. Parkway #8
Ogden, UT 84405 US
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