Renewal
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No Cost Training Request Process

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Step 1 - Request: Fill out our online form using the button below with your group's details.

Step 2 - Coordinate: Our team reaches out to match your schedule with our staff.

Step 3 - Prepare: Share your CC&Rs and any specific questions you have with us so we can tailor the training to your specific situation.

Step 4 - Training: Join us for a 1-2 hour interactive session (Virtual or In-Person).

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    Training Topics

    Governance & Leadership

    • General Board Training: Learn the "Dos and Don’ts" of being a board member. We cover your legal duties and how to avoid common pitfalls.
    • Elections & Voting: Ensure your community’s voice is heard. We explain how to run fair elections and what to do if you can’t get a quorum (enough people) to vote.
    • Governing Documents: Your CC&Rs and Bylaws are the "Constitution" of your HOA. We help you understand how to read them and how they interact with State Law.
    • Meetings: Learn how to run efficient meetings that stay on track and follow the law regarding notice and transparency.

    IMPORTANT: We do not evaluate your governing documents or provide legal information about disputes or issues your community may be facing.

    Financial Health & Maintenance

    • Budgets & Reserves: Where does the money go? We explain how to plan for the future, so you have enough saved for big repairs without needing special assessments.
    • Maintenance & Landscaping: Understand who is responsible for fixing the roof versus the fence, and how to manage common areas effectively.
    • Insurance: HOAs have complex insurance needs. We discuss what the association must cover versus what the individual homeowner should cover.

    Compliance & Rights

    • Rules & Statutes: Rules help keep a community orderly, but they must be fair. We cover how to create, update, and enforce rules legally.
    • Ombudsman Office Information: Learn about the free resources our office provides to help resolve disputes before they end up in court.
    • Declarant Control: Transitioning from the Developer to the Homeowners is a big step. We explain how this process works and what to watch for.
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