Modifying Your Condo/HOA Governing Documents: When It’s Necessary and How to Accomplish It With Less Stress

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, November 16, 2023
2-3 p.m. Eastern

If you’re like most condo/HOA board members, when you’ve read your declaration, your bylaws, or some other governing document, you’ve thought: “Wait, that can’t be right.”

Perhaps your documents are so out of date they mention things you legally can’t do these days, such as prohibit ownership based on race or ban all signs or flags or satellite dishes.

Or perhaps your community has morphed, and you’d like to modify some of the documents to permit owners more latitude or to restrict owners’ rights. Parking, rentals, and pets are all hot-button issues today, and your documents may need to be updated to reflect that.

Or maybe you need to change your documents to remove provisions you don’t enforce and that you and your owners would prefer you not enforce anymore.

Whatever the challenge with your documents, it’s important to ensure that any changes you make are done purposefully and properly.

Join us for a foundational webinar on November 16 for an A-to-Z guide on what to know if you’re considering modifying your governing documents. You’ll hear from two community association lawyers with extensive hands-on experience advising associations.

You’ll learn:

• How to identify what should be changed in your governing documents and what’s probably not ideal but perhaps not critical to change
• Specific examples of red light, yellow light, and green light provisions that you must change, that you probably should change, and that you can probably live with
• General requirements for changing each of the documents in the hierarchy in governing documents, from your declaration to your bylaws down to your rules
• A step-by-step overview of the process to follow in modifying governing documents, including timelines (spoiler alert: the timeline can be long!)
• Tips for educating your owners on why changes are necessary and getting their buy-in when their approval is required
• Best practices for passing amendments to your governing documents
• Tips to make the entire effort less daunting, less time-consuming, and less contentious
• And much more!

In just 60 minutes, you’ll hear the most important information you need to assess and update your governing documents to make your job and your owners’ lives better. Register now for this informative event for community association board members.

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

Wednesday  |  November 15, 2023   |  2 P.M. Eastern 

The buzz around artificial intelligence in healthcare is everywhere, and it is challenging to accurately evaluate AI’s promises to healthcare marketers. Here’s your chance to “talk tech” with AI experts about AI in healthcare marketing and explore how your organization can use AI-based technologies to accelerate your strategic priorities — and avoid the very real risks.

Your Presenters:

• Rachelle Montano, Vice President of Clinical Strategy, Loyal

• Matt Cohen, Director of AI, Loyal

Artificial Intelligence is already embedded in many things we do in marketing, from chatbots to social listening to customer insights and more — and it’s only going to grow in importance.

What should a healthcare marketer like you focus on when evaluating AI solutions? What are the risks? Do they outweigh the potential benefits? And how do you factor in the risk of doing nothing and being left behind?

Join us for a free webinar on November 15 at 2 p.m. ET to hear from healthcare industry veteran Rachelle Montano and Loyal’s Director of AI Matt Cohen as they discuss the pros and cons and demystify the hype around artificial intelligence in healthcare.

You’ll learn:

• About different types of AI technologies and their real use cases.
• How to evaluate AI-based solutions for your organization and get past the hype.
• Concrete ways that AI technologies are enhancing marketing today. 
• Where the biggest risks lurk for healthcare marketers and when you need to proceed with caution. 
• How to safely test the waters before diving in … so you can avoid the dangers posed by being left behind.
• What the future holds.

And much more!

Whether your organization is a leader or a lagger in deploying these technologies in your marketing, we guarantee you’ll come away with a deeper understanding of the different types of AI and their potential at your organization — from Natural Language Processing (NLP) to Machine Learning (ML), Predictive Modeling, and Generative AI tools like ChatGPT and others.

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Webinar at a Glance

Date:  Wednesday, November 15, 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:   This event is free to attend thanks to our event sponsor.

Enforcement of Your HOA’s Rules: How to Create Enforceable Rules, Effective Fines, and a Fair Violation Process

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, October 12, 2023
2-3 p.m. Eastern

Enforcing your condo or HOA’s rules doesn’t have to be a pitched, tense, and unpleasant battle between your board and your homeowners. With some smart planning, you can make enforcing your HOA’s rules quicker, easier, and less stressful.

Join us for an in-depth webinar on October 12 led by two community association experts who have decades of hands-on experience in advising associations on how to create and enforce rules and insights on the day-to-day operations of rules enforcement. You’ll get up-to-date practical ideas, systems, and processes you can begin to take advantage of at your association the minute the webinar ends.

You’ll learn:

• The role of the lowly rule in HOAs, being less powerful than a CC&R or a bylaw, but easier to implement than provisions in those weightier documents
• How to determine the steps you need to follow to create enforceable rules
• Tips for identifying what you can handle with a rule and what you should never try to accomplish through a rule
• How fines fit into rulemaking, including how to set an effective fine amount and how to know when you’ve gone too far with a fine
• The steps you need to take to create an effective violation system — from notice of a violation to providing a meaningful right for owners to state their defense at a fair hearing
• Insights into rules you’ll never be able to enforce and fines that’ll fall short of their goal to curb repeated violations
• Suggestions to help you avoid the most common mistakes boards make creating and enforcing their rules
• And much more!

In just 60 minutes, you’ll gain practical, valuable tools you can use right away to make your rules more enforceable and your violation process more fair. Register now for this informative event for community association board members.

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A new IASC webinar for leaders at senior care and LTC facilities.

Wednesday  | October 4, 2023  |  2 P.M. Eastern 

Late last year, the Department of Health and Human Services released new guidance on HIPAA regulations to cover online tracking technologies that could compromise consumer privacy. Healthcare marketers must take a proactive role in responding. Are you ready?

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Your Presenter:

Ben Dillon, Co-Owner and Chief Executive Officer, Geonetric

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In December 2022, the Department of Health and Human Services (HHS) released new guidance on the use of marketing tracking technology under HIPAA. Recent communications from HHS and the Federal Trade Commission (FTC) indicate that covered entities should be moving now to make the required changes.

Unfortunately, the guidance has raised more questions than it has answered. A recent study suggests that if the guidance is taken at face value, 99 percent of health systems fail to meet the new standards.

To better understand how the industry is responding, Geonetric conducted its own analysis, and through conversations with dozens of healthcare organizations and their compliance and legal teams, identified a wide range of interpretations of the new rules. Based on these findings, this webinar will give marketers the tools you need to help your organization navigate these significant changes.

Join us for a free webinar on Wednesday, Oct. 4, and hear just how much the HHS guidance impacts healthcare — and how the impact goes far beyond ad tracking technologies.  

You’ll learn:

• What the HHS guidance is, and how it relates to PHI and HIPAA
• Why every healthcare organization should be thinking about how they use marketing trackers and other ad technologies.
• Implications for healthcare that go beyond tracking pixels.
• How to engage in a risk assessment process.
• How to develop a process for achieving and maintaining compliance in the future.
• And much more!

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HOA Reserves and Other Funding Options: Tips for Everyday Smart Money Management

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, Sept. 14, 2023
2-3 p.m. Eastern

Money is one of the most contentious issues you’ll manage at your HOA. There’s always an owner—or many—who’ll challenge your financial decisions. Whether it’s how much money to collect from owners in assessments, how much money to spend on maintenance and repairs, or how much money to set aside in your reserves for those inevitable projects, your actions will be put under a microscope.

Keep calm and join our webinar for vital information on how you can effectively fund your association’s reserves in one-hour webinar on September 14 led by three community association experts—one a manager, one a lawyer, and one a reserves analyst.

They’ll explain what you need to know about HOA reserves and other funding mechanisms. They’ll also reveal the smartest moves you can make to ensure your HOA can pay for needed maintenance and repair projects and everyday HOA operations.

You’ll learn:

• The role of reserves at an HOA, including the new three-part test defining what’s appropriate to fund through reserves
• How state laws differ in requirements for reserves, ranging from states that don’t have any laws specifically governing HOA reserves to those that require reserve studies or certain reserve levels—and states in between that permit HOAs to not fund reserves if owners approve such a move
• What you should know about reserve and money management to ensure you meet your fiduciary duties and responsibilities
• When and how to conduct a reserve study
• The consequences of underfunding reserves
• How to help your owners take their focus off the goal of “low monthly assessments”
• Pros and cons of various funding mechanisms: budgeted contributions, one-time special assessments, and loans
• The most common mistakes boards make when funding HOA repair projects, whether through reserves or another funding method
• And much more!

After just one hour, you’ll know the HOA industry’s best practices when it comes to money matters at your HOA. Register now for this informative event for community association board members.

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A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

How to Crack the Code on Media Strategy and Channel Mix

WellSpan Health’s omnichannel media approach had a dramatic impact in a highly competitive marketplace. Learn how you can use intent-based planning to guide your media strategy and drive results.

Thursday    |   September 7, 2023    |   2 p.m. Eastern

Your Presenters:

• Jason VanDiver, Vice President of Communications, WellSpan Health
• Andrea Becker, Senior Director of Marketing, WellSpan Health
• Daniel Wiggins, Director of Digital Media, SPM Marketing & Communications
• Maggie Checinski, Integrated Media Director, SPM Marketing & Communications

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First Threads. Then X. Media channels are multiplying and shape shifting every day, and consumers have ever-expanding options when it comes to where they spend their valuable time.

In such a fragmented media world, how do you decide where to invest, to ensure that your marketing campaigns connect with and engage your key target audience?

Intent-based planning and tools get to the root of consumers’ media choices. Which channels do they use? When is the best time to reach them? How do they make health care decisions?

WellSpan teamed up with SPM Marketing & Communications media experts to consolidate and coordinate its media strategy. Using data analytics, strategic audience-focused media plans, consistent optimization, and a robust measurement framework, WellSpan took on large academic medical centers in its local market and rose to the top.

Join us September 7 when our presenters will share how they embraced a fully integrated team approach to media strategy that enabled WellSpan to break through the noise — and how a strategic approach to media planning can help you achieve great results for your organization.

You’ll learn:

• Which media channels are best for health care.
• How to leverage consumer insights in your media planning.
• How to balance digital and traditional media.
• How to measure and report results.
• Why an integrated approach is essential.

And much more! 

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Webinar at a Glance

Date:   Thursday, September 7, 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:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on September 7?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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Rentals in Your HOA or Condo Getting You Down? What Condo/HOA Boards Need to Know About Regulating Rentals

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, August 17, 2023
2-3 p.m. Eastern

Travel is back! And guess where many travelers in the United States are staying? You’ve got it: In a short-term rental—perhaps one in your community, even.

But when you approach owners about the possibility, you’re told that nice lady who just moved into Owner Ollie’s unit is his cousin—wink, wink. And that family that rolled their luggage in Owner Ophelia’s unit last Thursday and rolled it back out Sunday night? They’re just friends! Nothing to see here!

Rentals are one of the toughest issues to control at HOAs, and they’ve become even more difficult to oversee with Americans traveling the country. What’s a responsible board to do?

Join us for a don’t-miss webinar on August 17 on how to create a smart—and enforceable—rental policy at your HOA. You’ll hear two community association lawyers with decades of hands-on experience in advising associations share their best advice on:

• What to know about rentals in HOAs: Is it true they can lower property values? Or is that just an urban myth perpetuated by stuffy, get-off-my-lawn-type owners?
• The pros and cons of creating rental restrictions in your community, including the biggie: How do we enforce it?
• Factors to consider when you evaluate whether your HOA needs a change in policy—whether it’s going from a no-rental plan to permitting rentals or the other way around
• What you need to know about the booming business of short-term rentals by homeowners
• Provisions to include in a rental policy to ensure it’s reasonable and enforceable
• Best practices for educating your community on your proposed rental policy so you can actually get it passed
• How to monitor your owners’ activities to ensure they’re not violating your policy
• Tips to make enforcement less daunting, time-consuming, and contentious, including smart ideas for fines that will deter and punish abusers
• Suggestions for dealing with those violating your rules, whether they’re doing regular, annual leases or listing their property on Airbnb, VRBO, and other websites in violation of your rules
• And much more!

In just 60 minutes, you’ll hear the most important information you need to assess and tweak your rental policy. Register now for this informative event for community association board members.

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A new Strategic Health Care Marketing webinar for health care marketers and strategists.

Brand Differentiation for Health Systems: How to Stand Out in a Crowded Market and Drive Business Results

Wednesday    |   August 9, 2023   |   2 p.m. Eastern

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Today, healthcare marketing is more complex than ever, with multiple consumer channels, recruitment challenges, and a rapidly changing competitive landscape. How do you stand out from the crowd?

A top academic health system in an extremely competitive market, Emory Healthcare needed a clear, attractive, and differentiating position and a compelling message that balanced business goals with consumer wants.

Emory has worked closely with SPM Group since 2016 to design some of the most successful campaigns in the Atlanta market — even through the pandemic.

Emory achieved success by defining key consumer insights, enabling it to:

• Drive brand preference
• Increase service line volume, and
• Improve employee recruitment and retention.

Join us on August 9 when our presenters will share the strategic approach they employed and insights that can help you evolve your brand position, optimize your marketing efforts, and address all of your business goals regardless of the size or structure of your organization.

You’ll learn:

• How to define your brand proposition or Brand Truth 
• What health consumers care about most when choosing a healthcare brand. 
• What employees care about most when choosing a place to work. 
• How to make the most of your marketing budget. 
• How to balance brand, service line, and recruitment goals. 

The results you can expect with this approach.

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Webinar at a Glance

Date:   Wednesday, August 9, 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:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on August 9?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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