Save the date
Save the dateDecember 1, 202212:00 PM - 1:00 PM (GMT-7)
Organizer
Organizer
Contact Person: Tamara Shafer
Event Details
Event Details

Join us for the UT Chapter Community Associations Institute Education Series Webinar Event on

December 1, 2022, at 12:00 pm.


Chuck Balacy (VP CIT Bank), Scott Welker (Partner Miller Harrison Law), and

Joani Oldroyd (FCS Community Manager) will be discussing "Special Assessments for HOA Communities" and "Special Lending for Communities with Underfunded HOA Reserves."


Free Webinar for all UCCAI Members.

(Small fee for non-members)






Agenda
Agenda
  • 12:00 PM - 12:15 PM

    Special Assessments

    Special Assessments

    Scott Welker will explain how to structure special assessments so they survive bankruptcies and transfers, board authority to obtain financing, and common legal pitfalls to watch out for in obtaining financing and special assessing.

    12:15 PM - 12:30 PM

    Advice from a Community Manager

    Advice from a Community Manager

    Joani Oldroyd will be speaking on large association projects (common area expenses, phasing projects vs getting it all done at once) , Reserve Studies (what they are and why you need them for an HOA), Being well funded so that there isn’t a need for a loan and the process of getting a loan from the HOA side, and the need for a 3rd party project manager.

    12:30 PM - 12:45 PM

    Loans Customized for Community Associations

    Loans Customized for Community Associations

    Chuck Balacy will be discussing bank loans that are customized for community associations. He will explain how HOA loans work, the common misconceptions, and if a loan can be a solution for underfunded communities.
Speakers
Speakers
  • Scott Welker (Partner at Millerharrisonlaw)

    Scott Welker

    Partner at Millerharrisonlaw

  • Joani Oldroyd (FCS Community Management)

    Joani Oldroyd

    FCS Community Management

  • Chuck Balacy (Cit)

    Chuck Balacy

    Cit

Sponsors and Partners
Sponsors and Partners
Community
Community

Connect with 25 people attending this event

Tickets
Tickets

Member Ticket

Special Assessments & Lending for Underfunded Communities

Free

Non Member Ticket

Special Assessments & Lending for Underfunded Communities

$25