Boards debate pennies - not realizing their portfolio may be worth hundreds of thousands. By “Amazon-ed,” I don’t mean convenient. I mean commercialized. I mean when the mandatory portal or data platform homeowners must  use for convenience to receive or access information, pay for assessments and conduct association business also becomes a built-in marketplace - promoting insurance, maintenance programs, housekeeping services, construction services, financing options, vendo

The CASA Alliance was created to strengthen transparency, accountability, and trust within community associations. Across the country, boards and homeowners are navigating an increasingly complex management environment that includes evolving business models, expanded service offerings, and financial relationships that are not always immediately visible to the people ultimately responsible for association funds. Most board members are volunteers. They should not have to uncove

For decades, earned credit programs existed in commercial banking relationships. Traditionally, those credits were generated from a company’s own operating funds  and used to offset treasury or service costs. Today, in some HOA management environments, those credits may instead be generated from association deposits - funds that belong collectively to the clients and homeowners who pay into the system. As companies that participate grow, portfolios grow, and the financial v

Are hidden alliances and revenue structures adding unseen costs to your HOA's operating expenses? For more than 30 years, I worked inside the HOA management industry - including at the executive level and as a company owner. What we are seeing today is not simply the continuation of traditional management practices. In some organizations, it represents an entirely new way of doing business - and those models are expanding rapidly. Across the country, management companies are

What happens when financial relationships are technically disclosed - but no one actually understands them? If they're disclosed at all. In recent years, conversations around HOA management relationships have increasingly centered on one word: Disclosure. If something is disclosed, the assumption is that the issue has been addressed. But disclosure alone does not automatically create transparency - or understanding. Most HOA board members are volunteers. They are often asked