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MagungoT (Washington)
Posts: 5
Posted:
The president of my HOA is proposing using the HOA funds to reimburse any board member that wishes to attend the conference. They are also proposing that we pay a membership fee. We already hire a management company that we use for all of our business. Is this normal to have the HOA pay for something that will benefit board members directly?

This is in Washington state.
FredS7 (Arizona)
Posts: 927
Posted:
If it benefits the board members by making them more knowledgeable and more effective then it benefits the association also.

Having said that- attending conferences, especially if there is associated travel, is expensive. I think it comes down to how high the cost is and how big and prosperous the association is.

I would be inclined to vote against. People can read. At least they should be able to read.
KerryL1 (California)
Posts: 14,550
Posted:
Welcome to HOATalk. Good question. Our management company is CAI members, but none of us directors are. I pay to attend about one CAI event a year because I believe the increasing my knowledge is a benefit for my HOA, not just to me.

So imo, if not a finanical hardship for your HOA, encourage directors get more education about HOAs!

There are sometimes free workshops and seminars put on by management companies in our urban area and I attend. Sad to say, the other six directors do not.
MagungoT (Washington)
Posts: 5
Posted:
Quote:
Posted By FredS7 on 09/09/2015 1:07 PM
If it benefits the board members by making them more knowledgeable and more effective then it benefits the association also.

Having said that- attending conferences, especially if there is associated travel, is expensive. I think it comes down to how high the cost is and how big and prosperous the association is.

I would be inclined to vote against. People can read. At least they should be able to read.

Thanks for your reply. I agree wholeheartedly about having knowledge but at the same time, we already pay a significant amount to a property manager who leverage for direction. The fees look like it would be around 155 per person to attend.
NpS (Pennsylvania)
Posts: 4,216
Posted:
All CAI activity falls under our education budget.

HOA pays for CAI membership and for online CAI webinars that have a fee. Have attended CAI events when local - Only time it was beneficial was when CAI held an Expo - Got a chance to compare what different vendors said on specific issues all in one afternoon. Nice.

Sikubali jukumu. Read all posts at your own risk.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Magungo,

As others have pointed out, this would be an appropriate expense.
However, as you have pointed out, I can understand the concern of such an expense.

Personally, I am not a member of CAI, do not attend their seminars and would not support funding such activity from our Association budget. That said, I do recognize that their can be a lot of good information attained from attending such seminars. However, that information is also available through other sources.

Unless you are going to start a recall movement, the decision is the Boards.
If you have any influence, I would suggest limiting such reimbursement to the cost of the seminar only (not travel, perdiem or hotel costs).

JonD1
Posts: 2,350
Posted:
On its face seems to me $155 cost to HOA is minimal. Your use of a paid MC does not eliminate the need to have an educated and informed board.

My only question, what does the $155 cover? I would be interested in seeing a breakdown of costs.

Is this a local event? Is there travel involved? If so how much?

CAI offers workshops and a annual trade show in our area. The workshops have a small cost for non-members. The trade show is free.
Both are good places to learn about issues facing HOA properties and have exposure to service providers.

I would be willing to have the HOA cover the attendance costs as it would in the end benefit the entire community.
KerryL1 (California)
Posts: 14,550
Posted:
I agree with Jon. Too many board members put all of their faith in the property managers, which can be a big mistake.

The CAI events that I've attended were legal forums and included a light breakfast and lunch and a cocktail reception. And yes it was about $175-200 if I recall.

Sure there are other sources that we can read but attending something educational with other HOA leaders who are interested in learning & growing is very nice as are the good Q&As at the end of sessions.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Mag

No..no..spend no money...keep them on the dark and let them eat $hit...wait that is how one grows mushrooms.
BarbaraT1 (Texas)
Posts: 821
Posted:
I am a property manager and CAI member. Our chapter does not charge Board members to attend the annual Expo (which includes educational sessions and an update on state legislation affecting HOAs) Managers can add them to our own registration as guests. You might want to ask your PM if that's an option.

BarbaraT1 (Texas)
Posts: 821
Posted:
I am a property manager and CAI member. Our chapter does not charge Board members to attend the annual Expo (which includes educational sessions and an update on state legislation affecting HOAs) Managers can add them to our own registration as guests. You might want to ask your PM if that's an option.

RichardP13 (California)
Posts: 3,868
Posted:
Below is the link to the event in question.

https://wscai.org/community-associations-day/
ND (PA)
Posts: 792
Posted:
I think it's a bad idea to have the HOA fund a Board Member's attendance without attaching caveats to their attendance.

After a Board Member attends, they may sometime in the near future decide to resign from the Board . . . registration fee wasted on that Board Member and little or nothing gained for the HOA as a whole.

If it's decided that attendance will be funded by the HOA, I'd recommend requiring attending Board Members to do accomplish several things or be made to repay the attendance fee if they do not:
- fulfill the duration of their term;
- attend and actively participate in a certain number of future Board Meetings (if not already specified in docs);
- take notes and gather info to be brought back to the rest of the Board and filed away for future reference;
- brief the rest of the Board on the topics discussed/presented;
- prepare an info letter to be distributed to residents;

There needs to be some guaranteed return on investment for the HOA as a whole if it will be funded by the HOA.
JohnC46 (South Carolina)
Posts: 14,265
Posted:
Quote:
Posted By ND on 09/10/2015 4:32 AM
I think it's a bad idea to have the HOA fund a Board Member's attendance without attaching caveats to their attendance.

After a Board Member attends, they may sometime in the near future decide to resign from the Board . . . registration fee wasted on that Board Member and little or nothing gained for the HOA as a whole.

If it's decided that attendance will be funded by the HOA, I'd recommend requiring attending Board Members to do accomplish several things or be made to repay the attendance fee if they do not:
- fulfill the duration of their term;
- attend and actively participate in a certain number of future Board Meetings (if not already specified in docs);
- take notes and gather info to be brought back to the rest of the Board and filed away for future reference;
- brief the rest of the Board on the topics discussed/presented;
- prepare an info letter to be distributed to residents;

There needs to be some guaranteed return on investment for the HOA as a whole if it will be funded by the HOA.

Good suggestions.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By JohnC46 on 09/10/2015 7:12 AM
Posted By ND on 09/10/2015 4:32 AM
I think it's a bad idea to have the HOA fund a Board Member's attendance without attaching caveats to their attendance.

After a Board Member attends, they may sometime in the near future decide to resign from the Board . . . registration fee wasted on that Board Member and little or nothing gained for the HOA as a whole.

If it's decided that attendance will be funded by the HOA, I'd recommend requiring attending Board Members to do accomplish several things or be made to repay the attendance fee if they do not:
- fulfill the duration of their term;
- attend and actively participate in a certain number of future Board Meetings (if not already specified in docs);
- take notes and gather info to be brought back to the rest of the Board and filed away for future reference;
- brief the rest of the Board on the topics discussed/presented;
- prepare an info letter to be distributed to residents;

There needs to be some guaranteed return on investment for the HOA as a whole if it will be funded by the HOA.


Good suggestions.


Seems like overkill to me. We're talking about volunteers who are committing their own time to participate in an event above and beyond the normal time commitment of a board member - something that the typical apathetic uninvolved HO doesn't do. I want my board members educated. I want them to question what an MC does and not just follow like sheep. And even if they don't stay on the board, they are a resource we can go to.

I do agree with briefing the rest of the board and I would encourage more than one board member attending.

Sikubali jukumu. Read all posts at your own risk.
GeorgeR8 (Arizona)
Posts: 182
Posted:
Your board members cannot learn too much. What they learn benefits the owners. It doesn't seem like a lot of money to me.

I live in a large area so we have many classes, meetings, and workshops available for free.

I see in one post the OP said management company and another said property manager. Which is it. We have a management company but they only do accounting, collections, and new buyer disclosure. They do nothing in the way of managing. The OPs management company may be similar and have nothing to do with the day to day operations of the HOA. If that is the case I am fully in support of the board going and having it paid for. If they have an actual property manager I would be in favor of sending 1 or 2 board members.
KerryL1 (California)
Posts: 14,550
Posted:
I'm with NpS al the way. I have, in fact, emailed other directors and our PM a brief summary and highlights of these events. Something like that is the only caveat I might attach.
JonD1
Posts: 2,350
Posted:
Perhaps this contract for information sharing might be signed in blood.

You have folks willing to volunteer more of their time to benefit those willing to do nothing.
This cost the nominal amount of $155. And then you demand they serve out their term, ( if not what then?) and they must share all the vast knowledge they gained on the HOA's dime.

How about you count your lucky stars someone is willing to give of their time, thank them ( a chance in hell for that!) and call it a day...
CyrstalB (Maryland)
Posts: 457
Posted:
Both sides of this argument are valid, so why not pay for half it? ND has made a very good suggestion by attaching some form of your ROI. Since the volunteer can pack up and leave their position at any time, that is perfectly reasonable because you would have no recourse if they did the following day from getting reimbursed.

Now going forward, is this only going to be allowed for the President or all directors?
Are you buying the ticket up front, or will you reimburse them once proof of attendance has been given?
What's the cap on how much you want to spend?
How will the information learned be disseminated to the board?
Are you to take their word for it that they attended all day, every day?
If it does require travel, are you paying for that too?

ND (PA)
Posts: 792
Posted:
Quote:
Posted By JonD1 on 09/10/2015 3:56 PM
Perhaps this contract for information sharing might be signed in blood.

You have folks willing to volunteer more of their time to benefit those willing to do nothing.
This cost the nominal amount of $155. And then you demand they serve out their term, ( if not what then?) and they must share all the vast knowledge they gained on the HOA's dime.

How about you count your lucky stars someone is willing to give of their time, thank them ( a chance in hell for that!) and call it a day...

JonD, ya gotta relax bro. Not every HOA is how you seem to portray yours . . . with a select few who do it all and the rest of the membership "willing to do nothing". In fact, I didn't see that at all from the OP's posts.

In this case, the cost seems nominal, but we don't know anything about the OP's HOA. Number of Board Members and number of events attended per year could easily become thousands of dollars spent. How significant is that in their overall budget? . . . I dunno.

I made suggestions to try and ensure some sort of ROI on a Board Member's attendance. Some of the suggestions would make Board Members think hard before they commit themselves to the event and member's money to paying for it.

Unfortunately while there are many good, ethical Board Members out there who will attend conferences and then gladly share info; you have an equal amount of bad, unethical Board members who will see things like this as an opportunity to attend for their own personal gain while HOA membership foots the bill.

Similar things happen in the real world too, so I'm not making it up. I've attended training sessions for work whereupon my attendance at the event committed myself to staying with the company for so many days, months, years after the training otherwise I would be required to pay back the cost.

My suggestions are just some additional checks and balances to ensure appropriate spending of HOA funds. On this Board, there's always talk of "check and balances" and "trust but verify".
JonD1
Posts: 2,350
Posted:
Quote:
Posted By ND on 09/11/2015 5:49 AM
Posted By JonD1 on 09/10/2015 3:56 PM
Perhaps this contract for information sharing might be signed in blood.

You have folks willing to volunteer more of their time to benefit those willing to do nothing.
This cost the nominal amount of $155. And then you demand they serve out their term, ( if not what then?) and they must share all the vast knowledge they gained on the HOA's dime.

How about you count your lucky stars someone is willing to give of their time, thank them ( a chance in hell for that!) and call it a day...


JonD, ya gotta relax bro. Not every HOA is how you seem to portray yours . . . with a select few who do it all and the rest of the membership "willing to do nothing". In fact, I didn't see that at all from the OP's posts.

In this case, the cost seems nominal, but we don't know anything about the OP's HOA. Number of Board Members and number of events attended per year could easily become thousands of dollars spent. How significant is that in their overall budget? . . . I dunno.

I made suggestions to try and ensure some sort of ROI on a Board Member's attendance. Some of the suggestions would make Board Members think hard before they commit themselves to the event and member's money to paying for it.

Unfortunately while there are many good, ethical Board Members out there who will attend conferences and then gladly share info; you have an equal amount of bad, unethical Board members who will see things like this as an opportunity to attend for their own personal gain while HOA membership foots the bill.

Similar things happen in the real world too, so I'm not making it up. I've attended training sessions for work whereupon my attendance at the event committed myself to staying with the company for so many days, months, years after the training otherwise I would be required to pay back the cost.

My suggestions are just some additional checks and balances to ensure appropriate spending of HOA funds. On this Board, there's always talk of "check and balances" and "trust but verify".

ND

You are correct I do not have knowledge of the OP's property in regards to finances. But I will go out on a limb and say in the vast majority of properties $155 won't break the budget. Or result in a need to raise common charges.

It is also my experience that the majority of properties do in fact have a small group of people who get things done, like serving on the board, attending meetings, and giving their time. Most properties see little if any attendance at meetings. Most can't find enough people to serve on the board without begging and twisting arms for their service.

And just what "personal gain" might one obtain from attending such an event? Can they then change HOAs and serve on another board and sell that information? Is this preparation for a paid position somewhere? Or can this add to your work resume that you attended an HOA legal forum sponsored by CAI? And just how pray tell would you enforce such a requirement? A written signed contract? Or a verbal commitment? Sounds like a waste of time to me.

And let me point out the difference between your training at work versus a volunteer who serves on an HOA board. You were a paid employee. The employer was making an investment in your time and education. In this case these board members are not compensated. To compare these two situations is comparing apples to pizza. Again, in the real world just how do you plan to enforce and if need be collect on this percieved debt?

My view, if you have someone willing to attend which hopefully serves to benefit your entire community make it as easy and simple as possible.

NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By JonD1 on 09/11/2015 6:25 AM
My view, if you have someone willing to attend which hopefully serves to benefit your entire community make it as easy and simple as possible.

With you all the way Jon.

Some things trouble me about the opposing view.

1. Budget and Authority. If there is a line item in the budget for training or discretionary or miscellaneous expenditures, then the Board has established a reasonable expectation for everyone that the Board will make the nitty-gritty decisions on how to allocate those funds. That's the board's responsibility. In everyone's organizing docs, that power and a whole lot more is vested in the Board, not the membership. If the board wants to set additional constraints on itself, then it can. And IMO, the next Board should be able to reverse such a decision.

2. Future Resource. There's a lot of discussion here lately about apathy and involvement. I see someone attending a trade show as a potential future resource. Doesn't matter if they leave the Board. You know where they live - and you should always be able to reach out to them.

3. Materiality. I've seen a few Board's in my time. Some will devote incredible amounts of time to a $1,000 discussion but can never seem to get it together to make a $100,000 decision. Those bigger cans keep getting kicked down the road. The more limits you impose, the less likely they are to get out of that rut.

If you want a productive Board, then as Jon says make it as easy and simple as possible for the Board members to get informed so they can make better decisions.


Sikubali jukumu. Read all posts at your own risk.
KerryL1 (California)
Posts: 14,550
Posted:
NpS & Jon are inspiring and see the value in educating volunteer directors in positive ways. I might even go further and think about paying registration for a member of our fFnance Comm. who might be interested.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By KerryL1 on 09/11/2015 11:20 AM
I might even go further and think about paying registration for a member of our fFnance Comm. who might be interested.

Go for it Kerry. We offered to pay the registration fees for one of our HOs to become a Tree Tender - which is a program offered by the PA Horticultural Society. She's not a Board member. She's not even on a committee. But she is our go-to person when we don't want to spend the bucks it would take to bring in professionals.

Sikubali jukumu. Read all posts at your own risk.
JonD1
Posts: 2,350
Posted:
Let me share a story. Some time ago Verizon installed their FIOS service on our property.

At the time they paid us just over $13,000 as a fee formthenability to add their service.

Several,years later the VP and I were attending a FREE CAI Trade Show. Verizon had a booth. We stopped by and got into a conversation about our installation the rep. Pulled up our account on his laptop and discovered the original contract for service had expired and was up for renewal. No one had any idea. To renew they submitted another payment to our property in th same amount! Which was discovered by our attendance at this CAI event.

So in addition to information and contacts you just never know how things might turn out to benefit your property.

I have attended maybe dozen such trade shows at no cost to the property. I have also attended about 10 seminars years ago just to learn the ropes rather than reinventing the wheel. our property covered the cost for us to attend.

My question what is best for the property? Educating the members of your board and appreciating their efforts on your behalf. As rare as that might seem to be.
JeanI (Louisiana)
Posts: 112
Posted:
I attended one CAI conference on my own dime and found it catered to the management companies and their employees rather than the run-of-the-mill board members and will not attend again. We are a self-managed community and the cost to attend one of CAI's conferences is prohibitive. They select the most expensive cities and hotels and charge very high conference fees. The exhibits cater to rich associations and display useless tools for board members. Their staff (CAI) is not very helpful when answers to questions are needed. JMI
GenoS (Florida)
Posts: 4,276
Posted:
Quote:
Posted By JeanI on 09/12/2015 10:46 AM
I attended one CAI conference on my own dime and found it catered to the management companies and their employees rather than the run-of-the-mill board members and will not attend again. We are a self-managed community and the cost to attend one of CAI's conferences is prohibitive. They select the most expensive cities and hotels and charge very high conference fees. The exhibits cater to rich associations and display useless tools for board members. Their staff (CAI) is not very helpful when answers to questions are needed. JMI

I've never been to a CAI conference and, after living in an HOA for only 18 months, my impression of CAI is that it is an organization that is run by and for property managers and their associated support industries.

My take - possibly incorrect - is that your everyday HOA board members would learn very little at such a conference and such trips end up being party junkets on the homeowners' dimes. As Jean says, the locations and hotels are often high-end destinations which means they are meant to be written off on someone's expense account rather than being paid for out-of-pocket by the attendees.

I'd never even consider going to one as a board member. Maybe if I was one of those dictator types who had been in office for 15 years I could ram it through a board vote. I would also never vote to approve such an expense for any other board member. But that's just me.
KerryL1 (California)
Posts: 14,550
Posted:
I've been to two or three as a director in the past -4 years, and paid my own way. They all were legal forums two 10 minute drive from my home an one about 100 yards away in, yes, a fancy hotel. But except for the free reception at the end where I made some good contacts, I didn't "party," but attended every session that looked interesting. These mainly were on the topic of effective meetings, reserves budgets, water conservation, and much more. Given the questions from the audiences, I'd say about 1/3 were board members.

I'm not a shopper, but did cruse the aisles promoting various services. Did offer me much, but so what, that's not why I was there.

The speakers were well prepared and some are well known in CA. I really think HOA leaders should at least attend one (that's not an overnighter) and see if you don't learn one or two things! I've actually learned a lot and it's very nice being in an atmosphere of others who want to LEARN more about their volunteer efforts.
SheliaH (Indiana)
Posts: 6,964
Posted:
If it's local, I don't see a problem with it. I was our HOA's rep with our local CAI chapter and attended several workshops throughout the year as well as the annual meeting, always coming back with notes on what was said. The CAI magazine also came to me and I'd photocopy some of the articles and hand them out.

On this message board, people frequently complain about HOA boards who don't know it from a hole in the ground, so I think anything that can make them more knowledgeable is a good thing. There are group memberships available for CAI, so it can be cost effective depending on the size of your HOA.

I don't know if they're still doing it, but I believe CAI also has a program where people can apply for help with travel expenses to the national conference - if that's the conference you're referring to, I would have the board member apply for that program.

If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
KerryL1 (California)
Posts: 14,550
Posted:
Thanks, Richard! See the sessions below, everybody. Many are topics that appear on this Forum over and over. Because there often are four sessions in one time slot, I have trouble picking which one to attend!

Schedule at a Glance

7:30 am
Registration & Exhibit Hall Opens
8:00 am
Espresso Cart Sponsored by McLeod Construction & Ruff Construction
8:30 – 9:45 am
Concurrent Sessions:

1A In Plain Sight: How to Operate with (Appropriate) Transparency
1B Governance in the Digital Age: Electronic Notice, Voting, Email & Websites
1C Lead, Follow or Get Out of the Way
1D There’s Gotta Be a Better Way: A Collaborative Law Approach to Community Associations
9:45 – 11:15 am
Exhibit Hall and Refreshment Break Refreshments Sponsored by Allana, Buick & Bers, Inc., The Plumbing & Drain Co. & PRIME
11:15 am – 12:30 pm
Concurrent Sessions:

2A Attracting Volunteer Leaders to Build Leading Association Boards
2B Challenges to Amending Governing Documents/CCRs in Community Associations
2C The Secret to Board Success that No One Talks About
2D Budgeting for Reserves: a Practical Guide for Managers and Board Members
12:30 – 2:15 pm
Networking Luncheon
Keynote Presentation by Suzie Humphreys
Get ready to laugh, live and learn as Suzie presents β€œI Can Do That!”
2:15 – 3:30 pm
Concurrent Sessions:

3A Associations Leasing Units: Avoiding the Pitfalls
3B PNW Earthquake Risk – Are We Next?
3C Facing Major Repairs with Underfunded Reserves
3D Taking Aim to Hit the Target: Keys to Effective Association Leadership
3:30 pm
Exhibitor Drawings and Scavenger Hunt Winners Announced
Reception Sponsored by J2 Building Consultants & PRIME

Pricing

thru 9/4 thru 9/18 after 9/18
WSCAI Members
Full Registration – homeowners & managers $84 $104 $130
Full Registration – business partners $199 $249 $299
Non-Members
Full Registration – homeowners & managers $114 $134 $155
Full Registration – business partners $279 $349 $419
Register Online Now
MagungoT (Washington)
Posts: 5
Posted:
Thanks for all the insightful discussion. I like the idea of having deliverables associated with attending the conference. We aren't a big community. It's only 15 townhouses. I feel at this size there isn't as much value in attending. We have a management company that handles all of our finances and sends out notifications. We contact them when there are violations and they help us organize our board meetings.

The current proposal would be that anyone on the board that is interested should be able to attend and be reimbursed. There can be up to 7 members at once. While the chance that all 7 members want to attend is low, it does have potential to become a large unbudgeted cost. There is an additional request to join the CAI which I believe starts at 200 and increases slowly as more members would like to attend.

The event is local so gas might be requested as reimbursement as well.
NpS (Pennsylvania)
Posts: 4,216
Posted:
The next local CAI event is a month from now. It's in the big city of Philly. Parking is a whopping $12. Attendance at the event is free.

The program is specifically targeted to high rises. The focus is on becoming more green. The exhibitor expo is already sold out.

The break-out sessions are on:
1. Making your building safer. Speakers are a high rise manager and a homeland security detective.
2. The wonderful word of trash. Speakers are the recycling coordinator for the city of Phila and a representative from Waste Management.
3. Energy choices to make your building LEED certifiable. Speaker is from the design center at Philadelphia University.
4. Want your building to be an EnergyStar? Speakers are representatives from the EPA (creator of EnergyStar certification) and from the Mayor's council on sustainability.

Now I don't live in a high rise. We're townhouses. But if I can make the time, I'll go. And if I go, I'll try to rope some of my fellow board members into going with me.

When I consider the effort that goes into putting a program like this together, and when I think about what it took them to arrange things financially so this would be a free event, I'm impressed. I don't see any bias or ulterior motives anywhere.

What will I get personally out of going? I have no idea. But rest assured, there will be at least one tidbit I bring back that will benefit my HOA even though it will cost them $12 for my parking fee (15 cents per household).


Sikubali jukumu. Read all posts at your own risk.
KerryL1 (California)
Posts: 14,550
Posted:
I wanna go to Philly!

You have a 7-member board for 15 properties, Mugungo?
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By MagungoT on 09/12/2015 5:41 PM
There is an additional request to join the CAI which I believe starts at 200 and increases slowly as more members would like to attend.

We have a single membership in my name. Any email from CAI is automatically forwarded to all board members. Other board members have my login and pw info to the local and national CAI websites. Cost is $120 per year.

We.ve done 4 CAI webinars so far this year. 3 cost $70 apiece and one was free.

Kerry, if you come to Philly, you've got a place to stay.

Sikubali jukumu. Read all posts at your own risk.
MagungoT (Washington)
Posts: 5
Posted:
Quote:
Posted By KerryL1 on 09/12/2015 6:34 PM
I wanna go to Philly!

You have a 7-member board for 15 properties, Mugungo?

Yep that's right. Plus a lot of drama but that's expected since I'm posting here looking for help.
KerryL1 (California)
Posts: 14,550
Posted:
Tim noted that there are other ways to learn more about HOA topics. The CA HOA attorney who puts together Davis-stirling.com has an upcoming webinar that may interest some of you:

He "will join Robert Nordlund, PE, RS [Professional Engineer, Reserves Specialist] in a discussion about making tough budget decisions when money is tight. Key takeaways for board members & managers will include true & perceived budget limitations and how to establish financial priorities."

"Choose your preferred time from the drop down menu: Tuesday, September 15 - 11am PDT (2pm EDT) and 1:30pm PDT (4:30pm EDT)."

Try https://attendee.gotowebinar.com. Or the above and go to the 9/13 newsletter. While some of the webinar may apply to CA, I think most will be applicable to all HOAs.
CyrstalB (Maryland)
Posts: 457
Posted:
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?
MagungoT (Washington)
Posts: 5
Posted:
Quote:
Posted By CyrstalB on 09/14/2015 4:08 AM
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?

According to the membership policy, they are per individual and the individuals must be named. There are no transfer privileges.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By MagungoT on 09/14/2015 9:15 AM
Posted By CyrstalB on 09/14/2015 4:08 AM
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?


According to the membership policy, they are per individual and the individuals must be named. There are no transfer privileges.


See my post below about how we do it with one membership. In talking to others, it seems to be fairly common.

Sikubali jukumu. Read all posts at your own risk.
DouglasK1 (Florida)
Posts: 2,046
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Quote:
Posted By CyrstalB on 09/14/2015 4:08 AM
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?

That would be ideal, but realistically, some board members are probably more interested in such education than others. Some members "already know everything they need to know". While others might feel that those members are the ones with the most to gain from education, they won't get it.

Escaped former treasurer and director of a self managed association.
JohnC46 (South Carolina)
Posts: 14,265
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Posted By DouglasK1 on 09/14/2015 1:04 PM
Posted By CyrstalB on 09/14/2015 4:08 AM
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?


That would be ideal, but realistically, some board members are probably more interested in such education than others. Some members "already know everything they need to know". While others might feel that those members are the ones with the most to gain from education, they won't get it.

Well said.
CyrstalB (Maryland)
Posts: 457
Posted:
Quote:
Posted By DouglasK1 on 09/14/2015 1:04 PM
Posted By CyrstalB on 09/14/2015 4:08 AM
In the spirit of wanting all board members to be educated, wouldn't it be more prudent to buy a CAI membership for the entire board, so that all board members have an opportunity to learn as opposed to paying for only one person's way to a conference and hoping that all information gathered is translated effectively to the rest of the board?


That would be ideal, but realistically, some board members are probably more interested in such education than others. Some members "already know everything they need to know". While others might feel that those members are the ones with the most to gain from education, they won't get it.

Agreed, but that's the nature of the beast and we shouldn't make a policy based on how different people will work or react to it, but how it would be most equitable for everyone involved, the board and the entire HOA.

In this case, it covers any and all board members,and if any one director has to resign next month for some reason, the same level of education/information is available for the person who takes their place. But if you only disperse money for attending a conference, and they resign, you've lost some if not all of the information they gathered.

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