The August Board Training Workshop focused on the importance and understanding of an HOA’s financial reports. Often a hurdle for volunteer board members, attendees were led through an overview of the various reports: balance sheets, monthly statements, delinquencies, and the general ledger. The relevance of these reports for planning and decision making was shared by industry leader, Kathleen Sutherland, Director of Development and Training. Sessions were offered midday and in the evening via Zoom and participants were able to ask questions and share about their challenges as well.
This session was recorded and a link to the video, along with handouts, can be requested through your Ghertner & Company Community Association Manager.