Reserve studies are essential for helping community associations plan for future capital expenses, meet evolving industry requirements, and support long-term financial stability. In this webinar, Westward360 and Reserve Advisors discuss why reserve studies matter, how they’re developed, and how boards can use them to make informed budgeting decisions and fulfill their fiduciary responsibilities.
This session is ideal for HOA and condominium board members, community managers, and anyone looking to better understand effective reserve planning.
This educational webinar provides an overview of the Architectural Review Committee (ARC) remodel request and approval process using the Association Portal. Board members will learn how homeowners submit architectural requests, how to review project details and supporting documents, cast approval or denial votes, document conditional approvals, and access historical ARC records. The session also covers management support, recordkeeping, and available resources to help associations create a more efficient and organized architectural review process.
Board Financial Literacy is designed to help community association board members better understand the financial reports and responsibilities that support effective governance. This webinar covers the purpose of financial statements, balance sheets, income statements, reserve funds, budgeting, audits, and fiduciary duties. Whether you’re a new board member or have years of experience, you’ll gain practical insights to help you make informed financial decisions and confidently oversee your association’s financial health.
Budget season is here! In this educational webinar, Westward360 walks board members and community association leaders through the essential steps to prepare and adopt a successful 2027 operating budget. Learn budgeting best practices, reserve funding requirements, governance considerations, and how to use budgeting tools to make informed financial decisions for your community. In this webinar, you’ll learn about:
Budget planning timeline and adoption deadlines
Reviewing financial performance and forecasting expenses
The importance of reserve studies and the new 15% reserve funding recommendation
Budget structure, GL categories, and operating vs. reserve expenses
Board governance, transparency, and legal compliance
Insurance considerations for HOAs and condominium associations
Using Westward360’s Budget Builder and Vantaca budgeting tools
Reserve funding benchmarks and long-term financial planning
Best practices for board communication and decision documentation
Upcoming educational resources and next steps for the 2027 budget season
Whether you’re a board member, treasurer, finance committee member, or community association volunteer, this webinar provides practical guidance to help your association prepare a strong and sustainable budget.
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