About this Event
Join Mountain Community Management for a free educational workshop designed to help board members become more confident, informed, and effective leaders. While the training is HOA-focused, the topics and principles apply broadly and can benefit nonprofit boards, community organizations, and for-profit board members as well.
This interactive session brings together industry professionals to share practical knowledge on governance, financial oversight, insurance, and long-term planning. These are key areas every board member should understand in order to make responsible decisions and support the organizations they serve.
Whether you are new to board service or an experienced board member, this training will help you strengthen your leadership skills and better understand your responsibilities.
Topics will include:
• Understanding financial statements and key board financial reports
• Insurance essentials and managing risk
• Reserve studies and long-term capital planning
• Legal responsibilities and fiduciary duties of board members
• Understanding governing documents and avoiding common legal pitfalls
The event will also include a Q and A panel discussion where attendees can ask questions and hear insights from experienced professionals.
Agenda
🕑: 09:30 AM - 09:15 AM
Welcome & Introductions
🕑: 09:45 AM - 10:30 AM
Financial Education:
Host: Megan Hammari – Hammari Bookkeeping & Tax
Info: How to read financial statements
Key reports board members should review
Basic financial questions
🕑: 10:30 AM - 11:15 AM
Insurance Essentials for Boards
Host: Tiffanie Thompson – Sentry West
Info: Understanding association insurance coverage
Common coverage gaps and risk exposures
The board’s role in risk management
🕑: 11:15 AM - 12:00 PM
Lunch
Host: Compass Real Estate
🕑: 12:00 PM - 01:00 PM
Reserves & Long-Term Planning
Host: Aaron Lombardo – North Star Reserve
Info: What a reserve study is and why it matters
Funding strategies
Planning for long-term capital projects
🕑: 01:00 PM - 02:00 PM
Legal Responsibilities & Governance
Host: Sawtooth Law Office
Info: Fiduciary duties of board members
Understanding governing documents
Common legal pitfalls and how to avoid them
🕑: 02:00 PM - 02:30 PM
Q&A Panel Discussion
Event Venue & Nearby Stays
11 Shooting Star Pl, 11 Shooting Star Place, McCall, United States
USD 0.00

