Year End Wrap Up

What We'll Cover:

• Insurance
• Reserves
• Communications
• Incorporation
• Finances
• HOA/Condo Trivia

Insurance

Types of Policies

• Property
• Liability
• Directors & Officers
• Fidelity

Review

• Policy Periods
• Deductible Amounts
• Significant Increase in Funds? (Fidelity)
• Major Renovations? (Property)

Reserves & Maintenance

Review:

• Major renovations?
• Any borrowing?
• New improvements?
• Damaged or failing components

Assessments & Finances

Assessment Review

• Delinquency rate
• Payment plan status
• Expired liens?

Finances

• Audit
• Review

Incorporation Status

Trivia Time!

Communications

Review:

• Domain name registration
• Website audit
• Is owner email list up to date?