Legal and Financial Aspects of Reserves | January 29, 2026 скачать в хорошем качестве

Legal and Financial Aspects of Reserves | January 29, 2026

What every HOA and condo board needs to know about reserves, compliance, and smarter financial planning. In this educational webinar, industry experts break down the legal, financial, and strategic aspects of reserve funds and explain how professional reserve management can strengthen an association’s long-term financial health. What you’ll learn: • Fiduciary duties of board members related to reserve funds • Florida reserve fund laws, compliance requirements, and HB 913 • Legal risks, liabilities, and penalties tied to mismanaged reserves • Why reserve studies are essential for long-term planning • SIRS requirements and proper reserve funding strategies • How reserve studies connect to investment planning • The role of formal Investment Policy Statements • Needs-based analysis and real-world case studies • The future of reserve studies and association asset management Featuring expert speakers: • Ed Ronsman, Esq. – McCabe Ronsman • Matt Kuisle, PE, RS – Reserve Advisors • Nico March – The March Group, co-author of CAI’s best-selling book Reserve Studies and Funds • Hosted by Sherry Ward, LCAM – Vesta Property Services This session is ideal for HOA and condo board members, community association managers, and finance committee members looking to reduce risk, stay compliant, and make smarter reserve decisions. Presented by Vesta Property Services Recorded January 29