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25 Must-Have Policies & Procedures Every HOA Should Have

1 h 2 min · 4 de may de 2026
portada del episodio 25 Must-Have Policies & Procedures Every HOA Should Have

Descripción

Every community association operates on policies and procedures—but many boards don’t realize which ones are essential until a problem occurs. In this livestream, our industry expert panel reviews 25 must-have policies and procedures that associations should strongly consider having in place. ———————————————————————— CEU On-Demand: Available all day on Jun 23, 2026 at: https://attendee.gotowebinar.com/register/1325461722409362262 YouTube: https://youtu.be/AiVrI72mTfA ———————————————————————— CEU INSTRUCTIONS: During the session, you are required to use the “Question” feature and enter “CEU” when prompted. If you cannot locate the Question feature, stop immediately and email us for instructions so we can assist you (info@brainerdcommunications.com). You will be prompted a total of three times during the program. We must receive all required responses in order to verify your participation. ———————————————————————— We’ll walk through the purpose of each policy, why it matters, and how it helps boards and managers operate more consistently and fairly. You may discover that your association already has many of these in place—or you may find a few important ones missing. Times change. Communities change. Laws change. Good associations make sure their policies evolve too. Panel: John LaGumina, Esq. • The LaGumina Law Firm, PLLC • jlagumina@laguminalaw.com • www.laguminalaw.com Mike Luzzi, CIRMS • Acrisure • mluzzi@acrisure.com • www.acrisure.com David Byrne, Esq. • Ansell Grimm & Aaron, PC • dbyrne@ansell.law • www.ansell.law Stephanie Harmon, CMCA, AMS, PCAM • FirstService Residential • stephanie.harmon@fsresidential.com Cory Kravit, Esq. • Kovitz Shifrin Nesbit • ckravit@ksnlaw.com • www.ksnlaw.com Gregg V. Gerelli • Gerelli Insurance Agency, Inc. • gregg@gerelli-insurance.com • www.gerelli-insurance.com Raymond Dickey • AssociationHelpNow.com • ray@brainerdcommunications.com • www.AssociationHelpNow.com This content does not constitute professional advice.

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35 episodios

episode Facial Recognition in HOAs and Condos: Access Control, Privacy, Insurance & Legal Risks artwork

Facial Recognition in HOAs and Condos: Access Control, Privacy, Insurance & Legal Risks

Facial recognition is no longer a future issue for condos, HOAs, high-rises, and community associations — it is already here. YouTube: https://youtu.be/g-KmC6A2gTc CEU video will be available on Jun 30, 2026 12:00 AM EDT at: https://attendee.gotowebinar.com/register/1688654602841957467  In this discussion, our panel looks at how facial recognition and AI-powered camera systems are being used for access control, license plate recognition, amenity access, security alerts, and resident convenience. But the conversation also goes deeper into the risks: biometric data, privacy concerns, discrimination claims, vendor liability, cyber insurance, police access, data retention, and whether boards should adopt this technology at all. Topics include: • How facial recognition actually works • Why it is more than simple face measurements • Access control for buildings, pools, gyms, gates, and restricted areas • Whether masks, sunglasses, makeup, or photos can fool the technology • Why boards should question “99% accurate” sales pitches • Biometric data, cyber insurance, exclusions, and vendor responsibility • Discrimination and privacy concerns • Police requests, subpoenas, and community policies • Why boards need written policies before adopting the technology • What questions managers and boards should ask vendors • Why facial recognition may only be the beginning of AI-powered community surveillance Panelists: Dawn Becker-Durnin, CIRMS Acrisure dbecker-durnin@acrisure.com www.acrisure.com David Byrne, Esq. Ansell Grimm & Aaron, PC dbyrne@ansell.law www.ansell.law Raymond Dickey AssociationHelpNow.com www.AssociationHelpNow.com Gregg V. Gerelli Gerelli Insurance Agency, Inc. gregg@gerelli-insurance.com www.gerelli-insurance.com Sean A. O’Connor, Esq., CCAL Clarkson McAlonis & O’Connor, P.C. soconnor@cmolawpc.com www.cmolawpc.com John Tani Jr. Elevance Health This content does not constitute professional advice. #HOA #CondoAssociation #FacialRecognition #AccessControl #CyberInsurance #CommunityAssociations #HOAManagement #CondoManagement #AssociationHelpNow #BiometricData #Privacy #CommunityAssociationLaw

Ayer1 h 0 min
episode Access Control — Here’s Where HOAs Get It Wrong artwork

Access Control — Here’s Where HOAs Get It Wrong

Gated communities. Key fobs. Call boxes. On paper, it all sounds secure—but many associations are far more exposed than they realize. YouTube: https://youtu.be/kGaplSFlrCA CEUS: You must watch on our GoToWebinar system. Go to www.AssociationHelpNow.com. Join us for a practical discussion featuring Tom Landry (SEC Protects), a 25-year federal law enforcement veteran who retired from the United States Secret Service in 2022. Tom served as Special Agent in Charge of the St. Louis Field Office and on the Presidential Protective Division under Presidents George W. Bush and Barack Obama, working in nearly fifty countries. He now helps organizations strengthen real-world security environments. Alongside Tom, an HOA attorney and insurance professional will connect **security breakdowns to legal and insurance risk**—because when access control fails, it quickly becomes a liability issue. We’ll cover how unauthorized entry actually happens—from shared fobs and propped doors to vendor access and outdated systems—and what boards and managers are expected to have in place when something goes wrong. **You’ll learn:** • Common access control mistakes HOAs are making • Where boards assume they’re protected—but aren’t • What attorneys and insurers look for a Dawn Becker-Durnin, CIRMS • Acrisure • dbecker-durnin@acrisure.com • www.acrisure.com Raymond Dickey • AssociationHelpNow.com • www.AssociationHelpNow.com John LaGumina, Esq. • The LaGumina Law Firm, PLLC • jlagumina@laguminalaw.com • www.laguminalaw.com Tom Landry • SEC Protects • tom.landry@secprotects.com • www.secprotects.com This content does not constitute professional advice.

20 de may de 20261 h 1 min
episode Responsibilities HOA Managers Should Not Accept artwork

Responsibilities HOA Managers Should Not Accept

A homeowners’ association manager plays a vital role in the day-to-day operation of a community. However, there are certain responsibilities that should remain with the board and should not be delegated to management. ---------------- YouTube:  https://youtu.be/-pitl_9YrP0 1 Hour CEU Video Available All Day - OnDemand 1h:  Jul 2, 2026 at: https://attendee.gotowebinar.com/register/7797773203265607008 ---------------- In this discussion, our industry leader panel will explore situations where managers may need to say “no” when requests fall outside their proper role. The conversation will highlight common assignments that blur the line between governance and management. Understanding these boundaries helps protect both the manager and the association. When roles remain clearly defined, boards can focus on governance while managers concentrate on professional community operations—helping ensure the association functions effectively and responsibly. PANEL: David Byrne, Esq. • Ansell Grimm & Aaron, PC • dbyrne@ansell.law • www.ansell.law Raymond Dickey • AssociationHelpNow.com  • www.AssociationHelpNow.com Valerie Garcia Giovanoli, Esq. • McCabe, Trotter & Beverly, P.C. • valerie.giovanoli@mccabetrotter.com • www.mccabetrotter.com John LaGumina, Esq. • The LaGumina Law Firm, PLLC • jlagumina@laguminalaw.com • www.laguminalaw.com Cynthia Jones, Esq. • Sellers, Ayers, Dortch & Lyons, P.A. • cjones@sellersayers.com • www.sellersayers.com Practical insights for managers and boards who live this every day. This content does not constitute professional advice.

6 de may de 20261 h 0 min
episode 25 Must-Have Policies & Procedures Every HOA Should Have artwork

25 Must-Have Policies & Procedures Every HOA Should Have

Every community association operates on policies and procedures—but many boards don’t realize which ones are essential until a problem occurs. In this livestream, our industry expert panel reviews 25 must-have policies and procedures that associations should strongly consider having in place. ———————————————————————— CEU On-Demand: Available all day on Jun 23, 2026 at: https://attendee.gotowebinar.com/register/1325461722409362262 YouTube: https://youtu.be/AiVrI72mTfA ———————————————————————— CEU INSTRUCTIONS: During the session, you are required to use the “Question” feature and enter “CEU” when prompted. If you cannot locate the Question feature, stop immediately and email us for instructions so we can assist you (info@brainerdcommunications.com). You will be prompted a total of three times during the program. We must receive all required responses in order to verify your participation. ———————————————————————— We’ll walk through the purpose of each policy, why it matters, and how it helps boards and managers operate more consistently and fairly. You may discover that your association already has many of these in place—or you may find a few important ones missing. Times change. Communities change. Laws change. Good associations make sure their policies evolve too. Panel: John LaGumina, Esq. • The LaGumina Law Firm, PLLC • jlagumina@laguminalaw.com • www.laguminalaw.com Mike Luzzi, CIRMS • Acrisure • mluzzi@acrisure.com • www.acrisure.com David Byrne, Esq. • Ansell Grimm & Aaron, PC • dbyrne@ansell.law • www.ansell.law Stephanie Harmon, CMCA, AMS, PCAM • FirstService Residential • stephanie.harmon@fsresidential.com Cory Kravit, Esq. • Kovitz Shifrin Nesbit • ckravit@ksnlaw.com • www.ksnlaw.com Gregg V. Gerelli • Gerelli Insurance Agency, Inc. • gregg@gerelli-insurance.com • www.gerelli-insurance.com Raymond Dickey • AssociationHelpNow.com • ray@brainerdcommunications.com • www.AssociationHelpNow.com This content does not constitute professional advice.

4 de may de 20261 h 2 min
episode One-on-One with Adam Clarkson, Esq. — Real Talk on HOA Legal Risk & Decision-Making artwork

One-on-One with Adam Clarkson, Esq. — Real Talk on HOA Legal Risk & Decision-Making

Join us for an exclusive one-on-one conversation with Adam Clarkson, Esq., as we dig into the real-world legal challenges facing community associations today. This is not a panel—this is a focused, direct discussion designed to unpack how attorneys actually think when boards and managers are making tough calls. We’ll explore where legal risk truly begins (and where it’s often misunderstood), how boards unintentionally create exposure, and what managers should and should not be doing when legal issues start to surface. Adam will also share practical insights on communication with counsel, navigating gray areas, and how to avoid turning small issues into expensive problems. ———————————————————————— CEU On-Demand: Available all day on Jun 11, 2026 12:00 AM EDT at: https://attendee.gotowebinar.com/register/4407727066592917078 YouTube (available now): https://youtu.be/R2Is4pkyR4A ———————————————————————— This session will also include an open Q&A, where viewers are encouraged to ask anything—real scenarios, gray-area questions, or situations you’re currently dealing with. Nothing is off limits, and the goal is to give you direct, practical insight you can actually use. Whether you're a manager, board member, or industry professional, this session will give you a clearer understanding of how legal strategy intersects with day-to-day operations—and how to make better decisions before issues escalate. Adam Clarkson, Esq. • Clarkson McAlonis & O’Connor, P.C. • aclarkson@cmolawpc.com • www.cmolawpc.com Key Discussion Points: - Where associations unknowingly create legal risk - The biggest mistakes boards make when handling disputes - When to involve legal counsel—and when not to - How managers can protect themselves professionally - Real-world scenarios and how they should be handled This content does not constitute professional advice.

3 de may de 202659 min