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FrancescaM (Washington)
Posts: 264
Posted:
WOW.. this has been an issue and frankly it makes me wonder how much money of ours had gone missing?

This last year on our board a few things were redone. Including the treasurer's checks and monthly run being cosigned by our president just for review. It was very hard to enforce as the treasurer always signed the checks in regard to the monthly bills and statements. The treasurer took it as a personal attack.. But honestly it's worked out well

Our president and I are friends outside of the Board. We also serve together and this gives me previe to things that our HOA is dealing with, often the Prez hears about first.

Yesterday it was brought to my attention that this months check run had another error in it. I asked what kind of error? Since our Prez has been reveiwing monthly check runs. She has caught 5 separate instances where our PM accidently billed us or gave us a statement that didnt' belong to THIS HOA and our Treasurer signed the issue check not asking. For example?

Ficticious names of course.

Our gardening service is named Proscape Landscape

Our check for the gardening service were for Premier Landscape...

It has been about $1000 in payments that could of been paid out if we didn't have a spare set of eyes looking at funds.

Our treasurer does not take being questioned lightly. But in the view of this, our president is planning on talking to homeowner to homeowner about NOT voting for this person in our annual meeting.

Really, other than a set of eyes on this, what can one do?
PeterB1 (Florida)
Posts: 257
Posted:
Has anyone questioned the PM? The Treasurer is a 'volunteer', but you are paying your PM.

Why isn't the PM being grilled about the errors? He/she would be first on my list of people to talk to about errors (not collusion).
MaryA1 (Arizona)
Posts: 7,043
Posted:
Francesca,

I agree with Peter. This is a problem created by the PM, not the treasurer. If the HOA is unable to get the money back from the vendors, then the PM (or the mgmt co he/she works for) is liable. Now about the treasurer. I think it's very unprofessional of the Pres to be campaigning against her re-election. If she isn't doing a good job as treasurer, the board can remove her from that position. She may be a good board member, just not a good treasurer.
FrancescaM (Washington)
Posts: 264
Posted:
Quote:
Posted By MaryA1 on 03/27/2009 10:57 AM
Francesca,

I agree with Peter. This is a problem created by the PM, not the treasurer. If the HOA is unable to get the money back from the vendors, then the PM (or the mgmt co he/she works for) is liable. Now about the treasurer. I think it's very unprofessional of the Pres to be campaigning against her re-election. If she isn't doing a good job as treasurer, the board can remove her from that position. She may be a good board member, just not a good treasurer.

I completely agree with the campaigning against the treasurer. Truth be told she is a total bad member.... Only a month before we know if she is not re-elected. It's truely a waiting game.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By FrancescaM on 03/27/2009 7:28 PM
Posted By MaryA1 on 03/27/2009 10:57 AM
Francesca,

I agree with Peter. This is a problem created by the PM, not the treasurer. If the HOA is unable to get the money back from the vendors, then the PM (or the mgmt co he/she works for) is liable. Now about the treasurer. I think it's very unprofessional of the Pres to be campaigning against her re-election. If she isn't doing a good job as treasurer, the board can remove her from that position. She may be a good board member, just not a good treasurer.


I completely agree with the campaigning against the treasurer. Truth be told she is a total bad member.... Only a month before we know if she is not re-elected. It's truely a waiting game.

Why am I not surprised to see this particular comment?

The subject line of the thread confused me a bit and I could not for the life of me figure out why the Treasurer would ask you all to pay vendors who are not yours.

Then when I read your OP, it's clear that all the treasurer is doing is signing the checks brought to her by the PM and NOT actively attempting to embezzle or purposely redirect funds from your association (which is what I think the title implies).

I agree with Mary that she might possibly be removed as treasurer, if for nothing else than being asleep at the wheel. But to actively campaign against her even being a board member really is unprofessional on the part of the president.

I can only imagine the "he-said-she-said" "campaigning" that is going down. . .

SusanW1 (Michigan)
Posts: 5,202
Posted:
Any member has the right to express feelings about board member's performance. I'd suggest the president wear his/her 'member" hat when talking about board performance.

Making a recommendation for someone to take the job is better than bad-mouthing another person.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By SusanW1 on 03/29/2009 4:10 PM
Any member has the right to express feelings about board member's performance. I'd suggest the president wear his/her 'member" hat when talking about board performance.

Making a recommendation for someone to take the job is better than bad-mouthing another person.

Yes, they do, but when likely sharing information to which only another board member may be privy, or when embellishing or bad-mouthing, as you mention, that could put the president on shaky ground.

I wholeheartedly agree with you that supporting or recommending another candidate as opposed to spreading negative information about a current candidate would be the better course of action for the president to take.
FrancescaM (Washington)
Posts: 264
Posted:
Quote:
Posted By MicheleD on 03/29/2009 7:05 PM
Posted By SusanW1 on 03/29/2009 4:10 PM
Any member has the right to express feelings about board member's performance. I'd suggest the president wear his/her 'member" hat when talking about board performance.

Making a recommendation for someone to take the job is better than bad-mouthing another person.


Yes, they do, but when likely sharing information to which only another board member may be privy, or when embellishing or bad-mouthing, as you mention, that could put the president on shaky ground.

I wholeheartedly agree with you that supporting or recommending another candidate as opposed to spreading negative information about a current candidate would be the better course of action for the president to take.

I support this one. I don't like the idea of doing door to door bad mouthing as you say. But the Prez is going to do what wants to do. What I do know., is that those who attend our monthly meetings ( and that even includes me as a homeowner) can see this poor sight impaired woman as struggling. She opts to do more than she can do, presents numbers that are often turned around, incorrect and erroneous. Our own company that does our reserve study, met with her and then asked to call the HOA Prez, because "they were even concerned" about this person.

Next election is weeks away or so. I plan if being re-elected to toss my hat in the ring for Treasurer...... just to save us from more errors.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Treasurer,

Failing eyesight may explain most of the errors she makes. Perhaps she's not suited to be treasurer and that's something the board should have taken care of instead of letting her continue in the position making errors and causing people to question her capabilities. But, since you mention you're thinking of running for Treasurer, I'm wondering. . . do the members elect individuals to particular positions or does the board appoint the officers?
MicheleD (Kentucky)
Posts: 4,491
Posted:
You've trotted this woman out to us before, if I recall, in previous posts.

I suppose one day you all will get your way and either run her off or get her name so damaged that she's voted off.

Kudos to you in either regard, I suppose.

Although I'm sure there was probably a whole range of other options on how to deal with her without all the behind-the-back sniping, but people are people. It happens.
MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

Frankly, I think it might be a delicate situation. Here we have an elderly lady, with failing eyesight, who wants to be involved -- she wants to do her part by volunteering her services. She is to be commended for that. But, it appears she is definitely not suited for the task of being treasurer. The BOD should have a nice, friendly chat with her and offer her some other position.

We had a situation somewhat like this in my former assn. When I decided not to run again for the board, the position of treasurer was filled by an elderly lady with no bookkeeping experience. She was a very nice lady and I was very friendly with her, but she was the most scatterbrained person I'd ever met. I advised the BOD not to elect her as treas. but the Pres. insisted they must because that was the position she wanted. To make a long story short, after about one month, I was asked to put the books back in order. I won't go into detail except to say I'd never seen such a mess in my whole life. I spent about 3 weeks working on them and got it down to $25 unaccounted for. The lady was then elected as the Secretary and after screwing up the assn's records she finally was asked to be the "Welcome Lady". About 5 years later she was committed to a nursing home suffering from Alzheimer's. Looking back, she most likely had the beginning symptoms when she was elected Treas.
MicheleD (Kentucky)
Posts: 4,491
Posted:
Mary, that's exactly what I am talking about.

There are ways to do things, then there are "ways" to do things.

The way that shouldn't be done is to do it behind her back with negative and possibly even off-track or "personal" commentary added in for good measure.

I'm just saying that I recall a rather lengthy thread about this particular treasurer before (yes, too lazy to look it up), and it just seems that some of the trajectory here with her is personality/personally biased as opposed to legitimate, critical problem solving. If my feeble memory is serving me correctly that thread was months and months ago.

Why has no one talked to this woman from the very outset? If her eyesight is failing and she's making such egregious mistakes, for the sake of the health of the HOA she should have been counseled and the board either provide her with appropriate assistance, or request her officer resignation.

She may get defensive and insist that she's okay, but it's hard to deny a solid paper trail.

None of this means she is either a bad person, or even a bad board member. She may be in denial about things, and if she "volunteers" for things that are too much for her to handle, just simply don't assign them to her and tell her up-front why. "Jeannie, we, as always, appreciate your volunteering to handle the upcoming X,Y,Z project, but, quite frankly, we do not want to place any additional burdens on your time, talent, or energy. Before you insist that you can do it, we will save you the trouble and have decided to appoint Johnny to handle it instead. In addition, we noticed you have been having some issues with the budget numbers and we have assigned Bonita to sit with you and help you sort it out. No thanks necessary! That's what teams are for!"

If she still resists, then a flat out, "No" will end the conversation.

I just don't think this situation has been handled with the best intentions or proper professional distance.

I will go back again to the title of this thread. The impression given is that the Treasurer is somehow purposely diverting HOA funds to other organization's vendors. Well, on further read, that's not exactly true. It's just a matter of competency. Or rather alleged incompetency.

If she has been that much of a problem, there is and continues to be a more professional and upfront way to handle it.

What the president (and it appears possibly other board members) are doing, to me, is neither professional nor very upstanding.

Sure, I could be wrong, as I will always qualify, I very often can be and am wrong, but still . . . for god's sake, get the poor woman some help! Don't put her on a one-way railroad.

MaryA1 (Arizona)
Posts: 7,043
Posted:
Michelle,

I seem to recall that old thread, also. Well, you know to show some compassion and appreciation and steer her to some other task where she can still be productive takes more time and effort than just trashing her capabilities. Some people just shouldn't be in a leadership position!
MicheleD (Kentucky)
Posts: 4,491
Posted:
Quote:
Posted By MaryA1 on 03/30/2009 2:46 PM
Michelle,

I seem to recall that old thread, also. Well, you know to show some compassion and appreciation and steer her to some other task where she can still be productive takes more time and effort than just trashing her capabilities. Some people just shouldn't be in a leadership position!

Absolutely!

As you mentioned before, it can be "delicate," but it can be done.

There's a history of Alzhiemers (and I can't even spell it!) in my family. As well as a history of adult ADD and dyslexia.

I know I have found myself on the wrong side of a transposition or two!

But if I EVER get to the point where I'm a detriment to my organization, I would truly hope and pray that someone would be courageous enough to take me aside and explain to me what has been happening. I have anointed my husband the First Responder for that duty.

This is also where sometimes having worked in a 9-to-5 position of management comes in handy.

I've had people working with or reporting to me either on teams, or that I manage (whether I've hired them or inherited them from a previous manager) who really are nothing much more than dead wood at best, hazardous to the project or unit at worst! (In terms of making high profile mistakes and not recognizing their own limitations.)

There are so many ways to address those situations without it getting personal or causing embarrassment or damaging their name or stature within the organization.

Maybe boards should be required to do a little Human Resources training as well!
MaryA1 (Arizona)
Posts: 7,043
Posted:
Michele,

Not to mention to exercise a little common sense, as well. But, of course, we all know "common sense is not so common"! I just love that quote.

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