Introduction to HOAs for Board Leaders Course

New Brighton Community Center, Conference Room B, 400 10th Street NW, New Brighton, MN

COURSE OVERVIEW

As a HOA board leader, you are a trusted member of your Homeowner Association (HOA). Your leadership is important. Whether you are new to your board, have board experience, or are an interested HOA resident, our Introduction to Homeowner Associations (HOAs) for Board Leaders Course is for you. You and your fellow board leaders will govern your HOA, administer its business operations, and promote a community of neighbors. You will have significant authority and fiduciary duties. Your HOA homeowners also have significant rights, protections, and obligations. While HOAs vary in external characteristics, they are far more alike in the challenges they face and in their need for informed and effective board leadership.

In the Introduction to Homeowner Associations (HOAs) for Board Leaders Course we provide a broad review of the foundational knowledge and skills you need to be a successful HOA board leader. You will receive a certificate of completion.

Course Description:

The course is organized into seven modules that total 90 minutes. Course topics include:

1. The Homeowner Association, Laws Affecting HOAs, and HOA Governing Documents

2. HOA Board Authority, Fiduciary Duties, and HOA Management

3. Homeowner Rights, Protections, and Obligations

4. HOA Meetings, Elections, and Recordkeeping

5. HOA Budget, Assessments, Collections, Contracts, and Financial Records

6. HOA Maintenance, Reserves, and Insurance

7. HOA Community Living

Course Learning Objectives:

At completion of this course, you will be able to:

1. Identify Minnesota laws that affect HOAs.

2. Describe the five HOA governing documents

3. Describe the three HOA board fiduciary duties

4. HOA homeowners’ rights and obligations

5. Describe typical HOA Board actions including to hold meetings and elections, create budgets, contract for services and insurance, and promote cooperation and participation among homeowners.

6. Describe HOA homeowner rights to use and enjoy property and receive fair treatment and due process.

7. Describe HOA homeowner obligations to pay assessments and follow HOA rules and regulations.

8. List important considerations for HOA living.

Learning Objectives

1. Identify two laws and five HOA governing document give examples of how they affect board actions and homeowner rights and obligations

2. List and give an example of three board fiduciary duties

3. Identify and give an example of three homeowner rights and protections

4. Identify and give an example of three homeowner obligations and responsibilities

5. List three types of HOA meetings and their requirements

6. Describe three HOA board governance actions

7. Describe three HOA board business administration actions

8. Describe importance and differences in HOA master insurance and homeowner HO6

9. Identify three ways that HOA boards promote cooperation and participation

10. Identify three ways that homeowners benefit from informed HOA board leadership

Instructors:

Lynn Boergerhoff has nine years of experience as an HOA board president. Lynn founded the HOA Leadership Network in 2018 to connect and support HOA board leaders through education, collaboration, and research. He designed and created this course to educate realtors and HOA homebuyers.

Mark Luis Foster has five years of experience as an HOA board leader and owns his own marketing/communications consulting firm. He is a business partner with Lynn in running the HOA Leadership Network, LLC.

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