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HOA Board Member Starter Guide & Checklist

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3 TIP 1: LEARN THE BOARD OFFICER POSITIONS The HOA board of directors is a unit that has an obligation to lead a community, but within the board, officers are assigned to lead the functions of the group. Generally, officer positions include president, vice president, secretary, and treasurer. PRESIDENT. Leads the board and handles procedural duties. PRIMARY DUTIES: • Schedule, attend, and run board meetings • Serve as the main point of contact for management partners • Sign documents VICE PRESIDENT. Supports the president in their duties and acts in their place if needed. PRIMARY DUTIES: • Act for president when they're absent • Lead important committees • Help run meetings TREASURER. Acts as the financial manager for the association. PRIMARY DUTIES: • Financial reports • Billing and collections • Annual budgets SECRETARY. Manages board records. PRIMARY DUTIES: • Meeting minutes • Office HOA records • Filing annual corporate reports 7 6 5 4 8 9 10 11 3 12 2

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