JulieW10 (Missouri)
Posts: 1
Posts: 1
Posted:
Where can I find info on how to be a HOA Trustee?
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HOA Trustee
Started by JulieW10 • 8 replies • 255 views
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TimB4 (Tennessee)
Posts: 21,059
Posts: 21,059
Posted:
Info for new Board members:
The Board Member Tool Kit from CAI
Best Practices Reports From the foundation for community association research
Subject: Board member training? 2018 tread on this forum
Subject: New Board Member Training or resources? 2009 thread on this forum
Common Mistakes New HOA Board Members Make article from an insurance consulting company
Advice for New Board Members After Election, the Real Work Starts article from the New England Condominium magazine
There are plenty of resources on the web (both good and bad).
Of course, reading and understanding your governing documents and applicable statutes (property and corporate) will go a long way and should be the first thing you do.
The Board Member Tool Kit from CAI
Best Practices Reports From the foundation for community association research
Subject: Board member training? 2018 tread on this forum
Subject: New Board Member Training or resources? 2009 thread on this forum
Common Mistakes New HOA Board Members Make article from an insurance consulting company
Advice for New Board Members After Election, the Real Work Starts article from the New England Condominium magazine
There are plenty of resources on the web (both good and bad).
Of course, reading and understanding your governing documents and applicable statutes (property and corporate) will go a long way and should be the first thing you do.
ElleN (Idaho)
Posts: 4,420
Posts: 4,420
Posted:
The best starting point in my opinion is to read once quickly (skim) the HOA's Declaration, Articles of Incorporation and Bylaws. Focus on where the language suggests board involvement may be needed; highlight those sections and re-read them. Those are your duties. At least skim the Missouri nonprofit corporation statute, as this will likely apply to your HOA; see https://revisor.mo.gov/main/OneChapter.aspx?chapter=355 . Proceed to Tim's list, keeping in mind what you already read in the HOA's Declaration, Articles of Incorporation and Bylaws.
Recognize that the only dumb question is an unasked one. Before doing anything major, consider running it by the forum here, or search the archives. Long-time posters here have served on HOA and condo boards many years and more or less have collective wisdom (or viewpoint diversity that can help too) on certain broader, non-legal topics and some of the legalities as well.
Recognize that the only dumb question is an unasked one. Before doing anything major, consider running it by the forum here, or search the archives. Long-time posters here have served on HOA and condo boards many years and more or less have collective wisdom (or viewpoint diversity that can help too) on certain broader, non-legal topics and some of the legalities as well.
ElleN (Idaho)
Posts: 4,420
Posts: 4,420
Posted:
Of Tim's links, I recommend at least skimming this one in particular https://whoawv.com/wp-content/uploads/2019/09/hoa-board-member-toolkit-_-cai.pdf
I confess I am not wild about the others. But that's just myself.
I confess I am not wild about the others. But that's just myself.
JackieB4 (California)
Posts: 398
Posts: 398
Posted:
TimB4, thanks for posting some excellent resources. You are an excellent educator.
KerryL1 (California)
Posts: 14,550
Posts: 14,550
Posted:
Can you clarify, Julie? I can get how those who reply think you want to learn the ropes about being an assn. director. But do you possibly mean how do you apply or get voted in to be a trustee?
Btw, before I became a director years ago, I read the "Board Members Toolkit." It helped me become a director immensely. Along with the docs ElleN noted, the Assn. Rules & Regulations and Architectural Guidelines, or similar, also are extremely important. In my HOA and in man they, too, are governing documents.
Btw, before I became a director years ago, I read the "Board Members Toolkit." It helped me become a director immensely. Along with the docs ElleN noted, the Assn. Rules & Regulations and Architectural Guidelines, or similar, also are extremely important. In my HOA and in man they, too, are governing documents.
JohnC46 (South Carolina)
Posts: 14,265
Posts: 14,265
Posted:
Julie
Define what you mean by Trustee. Do you mean as elected to the BOD (often called a Director) or as a PM?
Define what you mean by Trustee. Do you mean as elected to the BOD (often called a Director) or as a PM?
MaxB4
Posts: 3,513
Posts: 3,513
Posted:
A trustee in some associations can be known as an owner. Most associations will define their governing body as a Board of Directors, while other associations ( and many state-specific) may define their governing body as a Board of Trustees.
JohnC46 (South Carolina)
Posts: 14,265
Posts: 14,265
Posted:
Quote:
Posted By MaxB4 on 02/03/2023 12:48 PM
A trustee in some associations can be known as an owner. Most associations will define their governing body as a Board of Directors, while other associations ( and many state-specific) may define their governing body as a Board of Trustees.
A trustee in some associations can be known as an owner. Most associations will define their governing body as a Board of Directors, while other associations ( and many state-specific) may define their governing body as a Board of Trustees.
I have seen them called everything and not always polite........LOL
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