How to Make Your Architectural Review Committee More Fair and Effective

An HOAleader.com Webinar for Condo and HOA Boards

Wednesday, May 15, 2024
2-3 p.m. Eastern

A North Carolina case, Duff v. The Sanctuary at Lake Wylie Property Owners Association, sums up the challenges with architectural review committees—they often don’t have great policies and procedures, and they can get your condo or HOA into big legal trouble.

In Duff, the court held that an HOA’s ARC essentially put homeowners through the motions with no intention of approving their architectural requests. That arbitrariness cost the HOA dearly—$70,000 in punitive damages alone.

Duff isn’t the first case in which an ARC acted improperly, and it won’t be the last. But we can help you ensure your community’s ARC doesn’t land your association in similarly choppy waters—and we can help you tackle the new questions ARCs face today as a result of challenges triggered by new focus on structural issues as a result of the Surfside, Fla., condo collapse.

Join us for an in-depth webinar on May 15, when two community association lawyers will help you understand how you can strengthen your ARC to ensure fewer headaches, happier owners, and a fairer, more consistent outcome.

You’ll get clear and helpful information on:

• The many different ways governing documents address architectural review (some allow broad powers, others less, some have a separate and independent committee, others don’t)
• A review of a few cases in various states showing the ways ARCs got community associations in legal trouble
• Who should be on your ARC and whether you can make changes whenever you think it would improve your processes
• How to determine which architectural changes need to be approved by your ARC and which don’t—and whether that standard has changed today temporarily or permanently as a result of scrutiny post-Surfside
• The factors the ARC should consider in reviewing requests—every single time they get a request, along with tips for reviewing applications
• Whether your ARC or board can control or influence owners’ decisions about whether they can have workers on site inside and outside their homes, and when it might be wise to do so, if it’s possible
• How you and your ARC members can improve consistency and predictability for owners by creating a historical record to ensure ARC members today, and those in five years, are aware of past decisions
• How owners can appeal ARC decisions
• Dos and don’ts when it comes to ARC practices
• And much more!

In one hour, you’ll receive information you can implement immediately to ensure your ARC operates professionally and consistently—and ultimately that your owners will understand and respect your ARC’s decisions. Register now for this informative event for community association board members.

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists 

Thursday  |  April 25, 2024   |  2 P.M. Eastern

CRM is evolving, enabling healthcare leaders to synchronize and prioritize high-value communications that drive profitability and support patients on their healthcare journey. If you’re on a plateau between the promise of CRM and the reality, this webinar will help you understand how to reach new heights.

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Your Presenter:

• Abhi Sharma, Chief Product Officer, Loyal

There’s a shift going on in healthcare organizations. CRM is no longer a technology solution used exclusively by marketers for patient acquisition — and that’s a good thing.

Call center reps, service line leaders, population health teams, and others are increasingly communicating with patients and consumers — reminding them of upcoming appointments, informing them of screenings that are due or past due, sending pre-op or discharge instructions, and more.

What’s the best way for healthcare organizations to manage patient and consumer communications across the enterprise? How can leaders gain visibility across each area?

Join us for a free webinar on Thursday April 25 at 2 p.m. ET to hear from a top industry expert who will share how CRM has evolved and discuss best practices that can help your organization take full advantage of state-of-the-art CRM capabilities.

You’ll learn:

• What the current state of CRM is in healthcare, and why it often falls short.
• How to structure CRM for enterprise-wide success.
• Best practices for implementation, governance, and strategy.
• How to set priorities that align with the strategic plan when launching campaigns.
• How a CRM can scale communications using real-time data and rules-based automated campaigns.
• What to consider when choosing a CRM solution.

And much much more!

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Webinar at a Glance

Date:   Thursday, April 25, 2024
Time:   2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend thanks to our event sponsor.

How Bad HOA and Condo Boards Hurt Themselves: Expert Community Managers Offer “Tough Love” Your Board Can’t Afford to Ignore

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, April 18, 2024
2-3 p.m. Eastern

Community managers Katie Anderson and Brad van Rooyen have nearly 40 years of expertise in the industry and own their own firms. And they recently told HOAleader.com that they have fired more condo and HOA boards in the past year than they ever have.

“We have condos in our area that can’t find a manager who’ll work with them,” says van Rooyen. “They’re self-managing because they have no other choice.”

“I have a feeling these associations are going to crush the industry,” he adds. “Nobody’s going to want to go into the association management industry. That will make property values go down. And it will cause legislation governing condos and HOAs to become more draconian and regulatory than it already is.”

Don’t get Anderson and van Rooyen wrong—they love their work, and they love their clients—the ones they keep. They say there are many, many good board members out there. But a few bad apples on a board can ruin things for the whole community, and if that happens, your condo or HOA could be forced to manage itself or forced to pay a fortune to get a manager who’ll tolerate the damage those few leaders heap on the manager.

The good news is that these pros have offer tough love that will help you operate your community smarter and with less conflict, get the best work out of your manager without paying a fortune, and deal effectively with those board members who could do lasting damage to your community.

Join us for this webinar and you’ll learn:

• The types of lawsuits they’re seeing more frequently among their clients, and the board actions that trigger those lawsuits
• How the spike in lawsuits costs condo and HOA board members more stress and their communities more money
• The growth in recall votes and contested elections they’re both experiencing among their clients and the lessons for board members nationwide
• Why you should work hard to avoid these problems (spoiler alert: They damage property values for everyone in the condo or HOA)
• What you can reasonably expect from your managers, the services that will cost more—and the types of requests that are so unreasonable that managers will decline to renew your contract or even fire your community as a client
• The concrete steps your board can take today to reduce your risk of lawsuits, recalls, and ugly, contested elections
• Tips for effectively curbing the damage done by board members with an agenda that’s not in the best interest of the community

In just one hour, you’ll understand the changes your community could face in the future and hear actionable information you can use to best position your community for a smooth and successful future. Register now for this informative event for community association board members.

Condo/HOA Leader Do’s and Don’ts: The Roles and Duties of the HOA President, Secretary, Treasurer, and Director

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, March 14, 2024
2-3 p.m. Eastern

Let’s first say thank you for volunteering to lead your condo or HOA, whether you’re president, a board member, or serving in another role. It’s a hard job, and you’re making your community a better place to live with your efforts.

But do you know exactly what you’re supposed to be doing—and not doing—in your leadership role? Have you read the job description (have you seen one?)? Do you know what the law requires of you? Do you know what actions would be considered overstepping your role?

We’ve got you covered. Join us for a March 14 webinar to hear two experienced community association lawyers walk you through:

• The difference between a condo/HOA director and an officer
• The role and authority of a condo/HOA president
• What a condo/HOA treasurer is responsible for, particularly if your management company handles your community’s financials
• The duties of a condo/HOA secretary
• What’s expected of a condo/HOA director at large
• Where vice presidents fit into condos/HOAs
• What to know if you’re a committee chair or member
• Your board’s authority to create additional officer positions
• Why some officers may have special voting or veto rights
• Can—and should—your members hold multiple offices at the same time?
• The election and removal of officers, when members refuse an office, and resignation of an officer position
• Where condo/HOA leaders overstep their authority and where they don’t step up but should
• What can happen to you if you don’t do your job or you go rogue?

In just 60 minutes, you’ll get job descriptions and tips for effectively carrying out your obligations as a leader in your community. Register now for this informative event for community association board members.

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists 

Wednesday  |  March 13, 2024   |  2 P.M. Eastern

Your Presenters:

• Jeff Stewart, VP of Strategic Marketing, CHRISTUS Health 
• Val Lopez, Assistant Vice President, Digital Marketing and Technology, Baptist Health
• Jessica West, Director, Content & Media, Piedmont
• Keir Bradshaw, EVP, Solution Consultant, MERGE

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Join us as we delve into the critical role of provider data management in enhancing the patient experience. Our panel of healthcare marketing leaders will discuss the latest strategies and technological advances designed to streamline provider data accuracy, compliance, and utilization. Learn how to leverage these insights to empower your patients with accurate information and improved access to care.

Join us for a free webinar on Wednesday March 13 at 2 p.m. ET where you’ll hear from our panel of hospital and health system leaders as they share best practices for implementing effective provider data management strategies and improving the patient experience.

You’ll learn:

• Insights into how precise provider data impacts patient trust and the overall efficiency of healthcare delivery systems.
  
• How innovative technologies and systems can assist in the effective management and maintenance of provider data to ensure compliance and enhance patient care.
  
• Best practices for implementing a robust provider data management strategy that can directly improve the patient experience.

And much much more!

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Webinar at a Glance

Date:   Wednesday, March 13, 2024
Time:   2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend thanks to our event sponsor.

How to Protect Yourself and HOA from the Neighborhood Sociopath

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, February 15, 2024
2-3 p.m. Eastern

There seems to be no easing of the tension and aggression at condos and HOAs, and some of it has even tragically resulted in violence. And even if they’re not outwardly violent, the owners and residents who show contempt for and consistently disregard your HOA’s rules can make your life miserable.

One in 25 people is a sociopath, or a person who regularly exhibits asocial or antisocial behavior. Sociopaths look like your everyday neighbors, but they can be scary and intimidating—and they can turn your HOA into a battleground.

Join us for an insightful webinar on February 15 on how to wisely and safely handle the most difficult owners and residents you’ll ever face, led by two community association experts with decades of hands-on experience in advising associations.

You’ll learn:

• The basics about sociopaths and persons with antisocial personality disorder and why their behavior is particularly destructive in a community association
• Common types of sociopaths, along with what motivates them
• The sociopaths you may encounter as a board member based on real-life examples, such as an owner who’s a member a sovereign citizens movement and doesn’t recognize any authority, including your HOA
• Tips to help you tackle the difficult task of identifying sociopaths, whether they’re owners or fellow board members
• Practical information to help you respond constructively to the actions of sociopaths you can’t ignore, including things you should be especially concerned about in dealing with sociopaths
• Information you can use to protect yourself and your HOA
• And much more!

In just 60 minutes, you’ll hear valuable information you can use now to be smarter when it comes to lessening the damage caused by the most difficult owners, residents, and board members. Register now for this informative event for community association board members.

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists 

Thursday  |  February 1, 2024   |  2 P.M. Eastern

It may come as a surprise, but taking a privacy-first approach to marketing can unlock technologies and tactics that many healthcare organizations have considered off-limits until now. Learn how you can create a safe-by-default tech stack, eliminate sensitive data, and still have visibility into the customer journey.

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Your Presenters:

• Ray Mina, Head of Marketing, Freshpaint 
• Doriann Cain, Partner, Faegre Drinker
• Bridget O’Connor, COO, Fortalice Solutions
• Edward Rafalski, Chief Strategy & Marketing Officer, BayCare Health System

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A little over a year ago, HHS and OCR issued a HIPAA bulletin focused on consumer privacy and the use of tracking technologies that seemed poised to bring digital healthcare marketing to a screeching halt.

Fortunately, solutions have emerged. Organizations that have adopted new processes are successfully using tracking tools without risking a HIPAA breach. If you’re not there yet, there is light at the end of the tunnel.

Join us for a free webinar on Thursday February 1 at 2 p.m. ET where you’ll hear from legal, data security, and technology experts, and you’ll learn how healthcare organizations gather insights into customer journeys using tracking tools while protecting sensitive information and maintaining compliance with HIPAA.

You’ll learn:

• What it means to be privacy-first.
• Who needs to be involved in process change.
• How to have constructive conversations with legal and compliance.
• Why web trackers don’t comply with HIPAA.
• Which tools you need a BAA (Business Associate Agreement) for.
• What to do if you can’t get a BAA.

And much much more!

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Webinar at a Glance

Date: Thursday, February 1, 2024
Time: 2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration: 60 Minutes
Cost: This event is free to attend thanks to our event sponsor.

How to Read Your Association’s Financial Reports (and Fulfill Your Fiduciary Duty)

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, January 18, 2024
2-3 p.m. Eastern

Nobody expects you, as a board member, to be a CPA or a super-high-level financial whiz. But to fulfill your fiduciary duties, you do need to be able to understand your association’s financial statements, ask good questions about its financial status, and spot potential problems.

And in the past four years, these skills have become all the more complicated by the financial stressors COVID-19 placed on you, combined with the hyper-focus on deferred maintenance that has emerged in the wake of the Surfside, Fla., condo collapse—along with today’s stubborn inflation.

This webinar, led by two community association management experts, will help get you there. These two veteran industry leaders will cover:

• The major financial reports for community associations and what each shows you, from balance sheet and cash flow to bank statements, check stubs, and credit card statements
• Common issues that arise throughout the year, such as what to do when your budget varies from its original figures
• The difference between cash and accrual accounting and why it matters
• How condo/HOA finances have changed for communities in times of COVID, including new budget line items you should consider
• How to spot potential fraud (Hint: You need to look not just at bank statements but also financial reports, for instance)
• The role of your advisors:
  • Bookkeeper and CPA (is every bookkeeper a CPA? Is every CPA a bookkeeper? Does it matter?)
  • Banker
  • Manager
  • Attorney
  • Tax advisor
• Other financial professionals you might want to consider adding to your team, along with where to draw lines between the advisors’ roles)
• What you need to know to understand investment reports and reserve reports
• The differences when it comes to financials for self-managed HOAs
• Recordkeeping: What’s public, what gets shared with members, what just gets summarized, and what doesn’t get shared at all?

In just one hour, you’ll get the information you need to begin confidently reviewing financial reports for your association and identifying when something doesn’t seem right. Register now for this informative event for community association board members.

The 9 Most Pressing Issues for Condo/HOA Boards In the New Year

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, December 14, 2023
2:00-3:30 p.m. Eastern

You never, ever know with certainty the challenges that will suddenly upend your carefully prepared plans. Even so, the best-run boards will prepare their condo/HOA for the issues their community is most likely to face in the coming year.

We can help you identify and prepare for the challenges of 2024. Join us for a must-attend webinar on December 14. You’ll hear three community association experts with decades of experience discuss the trends they expect to be front and center in 2024, along with what you need to know to ensure you’re ahead of the curve instead of constantly putting out fires.

Here are just six of the hot topics our experts are tracking for their clients:

• The surprise burden of the Corporate Transparency Act—Odds are lawmakers had no idea this law would have the sweeping effects on condos/HOAs that it does, but its scope is so broad
• Setting boundaries with the growing group of agitated and angry owners—what you can and should do to protect you and your fellow board members, along with what probably won’t work or won’t fly
• How you can shift risk—more and more condos and HOAs are focusing on insurance and indemnity clauses in contracts as a means to lessen their potential legal liability
• Consumer bankruptcies on the rise—What should you expect for your community when it comes to regular assessments and special assessments when a growing number of your owners file for bankruptcy
• Decision 2024: To allow or to not allow political signs—The latest in disputes we’re seeing over political signs and how you can act now to tamper down tension in your community
• The feds are still focused on your reserves and structural soundness—Federal agencies haven’t let up in terms of the requirements imposed in the wake of the condo collapse in Surfside, Fla.

In 90 information-packed minutes, you’ll get the information you need to ensure that 2024 is your association’s best and most positive year ever. Register now for this informative event for community association board members.

A new eHealthcare Strategy & Trends webinar for healthcare marketers and strategists

Wednesday | December 13, 2023 | 2 P.M. Eastern

While there is a lot of noise and hype around AI, this session will focus on taking a practical approach to AI in healthcare marketing. Prepare to be inspired by real-world examples showcasing AI’s transformative impact on consumer engagement, internal communications, and even healthcare recruitment.

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Your Presenters:

• Jenny Collopy, VP, Chief Marketing and Communications Officer, The Christ Hospital Health Network
• John Elder, Co-Founder and CEO, Supernatural
• Mike Barrett, Co-Founder and CSO, Supernatural
• Bianca Chaer, Strategist, Supernatural

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On the heels of the pandemic and recurring staffing shortages, the healthcare sector has had a challenging few years. The need for more relevant content covering more channels—both externally and internally—has been increasing, while budgets generally have not kept pace with demand. It seems that every year healthcare marketers are asked to do more with less.

Join us for a dive deep into the topic of AI for healthcare marketing and how it can help your organization overcome some of the challenges our industry faces.

You’ll hear from Jenny Collopy, the CMO of The Christ Hospital Health Network, who will share her experiences with, hopes for, and challenges with AI in healthcare communications.

And you’ll hear from experts at Supernatural who have developed an AI-powered platform that helps clients get more work done in less time. Discover how they work with clients to better understand patients, how those patients make decisions, and what their needs are.

Join us December 13 and you’ll discover how to leverage AI to help gain a better understanding of your audience, how to use it to create an external campaign and infuse consistent messaging throughout your organization. You’ll get examples of quick-turn video scripts and social objects, as well as best practices and how to get started.\

You’ll learn:

• An overview of the general AI landscape: different types of AI, how they are used, and presenters’ point of view on the risk/reward equation of these tools.
• How to do more than just “Use ChatGPT”
• The current landscape of AI in healthcare marketing, specifically how more relevant content can help improve marketing outcomes.
• Where AI is making an impact for people in their day-to-day workflow, right now.
• How AI can help understand and address the needs of different populations effectively.
• How AI can customize content to live across multiple platforms for a variety of different audiences.
• How AI can help optimize healthcare marketing campaigns — specifically:
  • How AI can help you understand the competitive environment
  • How you can use AI to make content
  • How you can use AI to evaluate that content
  • How you can use AI for channel strategy and media planning

And much much more!

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Webinar at a Glance

Date: Wednesday, December 13, 2023
Time: 2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration: 60 Minutes
Cost: Free, thanks to our event sponsor.