Self Management Summit 2026

A free online summit for HOA and condo boards who want to run their communities with confidence.
Wednesday, September 30, 2026. 10:45 AM to 4:30 PM EST.
Online and free to attend.

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Our Speakers

Learn from experienced professionals who will share knowledge, practical strategies, and real-world solutions for the challenges self-managed communities face.

Robert Nordlund-1

Robert Nordlund, PE, RS

is the Founder and CEO of Association Reserves, the nation's largest provider of Reserve Studies, having prepared over 100,000 Reserve Studies for clients in all 50 states. Robert pioneered many widely used Reserve Funding concepts and is a frequently quoted expert on association physical and financial health. 
Erick Fox

Erik Fox

Is an attorney at Whiteford Law in the Washington DC metro area. He has advised condominium and homeowners' on the legal issues that shape their daily operations, long-term planning, and financial stability. His practice covers board governance, document revision, covenant and rule enforcement, declarant transition, and representing associations in bankruptcy proceedings.
David Jeranko

David Jeranko

 is the President of Association Services Network (ASN), a vendor compliance firm dedicated exclusively to the HOA and community association industry. With more than 35 years of insurance experience, David helps self-managing communities protect themselves from the risks of unverified contractors, ensuring vendors carry proper insurance, licenses, and documentation.  
Jeremy Newman

Jeremy Newman

Is the VP of Client Relations at Newman HOA CPA, a firm exclusively dedicated to audit and tax services for community associations nationwide. With over two decades of specialized focus on the community association industry, the firm has served more than 2,000 HOAs, condominiums, and common interest communities of all types and sizes. Nick is an active presence across CAI chapters nationally, bringing deep knowledge of association accounting, auditing standards, and tax compliance to boards and managers. His work reflects the firm's core commitment to education, responsiveness, and making the audit and tax process straightforward for the communities they serve. 
Mitch Drimmer

Mitch Drimmer, CMCA, LCAM

Is President of Axela Technologies, a collections firm specializing in recovering delinquent assessments for HOAs and condominium associations nationwide. He has worked in the community association collections space since 2007 and is widely recognized as a thought leader on delinquency recovery, having traveled extensively to speak and educate managers and boards on effective collection strategies. Mitch is a Licensed Community Association Manager, and Licensed Real Estate Broker, Accredited Collections Professional. He is also the author of The Art of Collections for Community Associations. 
Chris Elmore

Chris Elmore

Brings more than 25 years of experience in financial technology, payments, and entrepreneurial leadership to Community Financials. He began his career as the first employee at AvidXchange, helping grow the company from a startup into a leading accounts payable automation platform. At Community Financials, Chris leads sales strategy and strategic partnerships, helping homeowner and condominium associations modernize their accounting operations. He is also an Adjunct Professor of Entrepreneurship at UNC Charlotte and has authored multiple books on accounting, sales, and management. Chris brings a practical, entrepreneurial perspective to helping HOA professionals create value, build trust, and grow sustainably. 
Jaime Barnhart

Jaime Barnhart

Is a strategic leader at Community Financials dedicated to scaling national brand presence through high-level marketing and institutional partnerships. She specializes in bridging the gap between financial services and professional community management by orchestrating multi-channel campaigns that integrate trade shows, speaking engagements, and thought leadership. Before joining Community Financials, Jaime spent 10 years as Executive Director of the Washington Metropolitan Chapter of CAI, building deep expertise in community associations, education, events, and stakeholder engagement.  
Thad Clark-1

Thad Clark

Has spent the majority of his professional career in the HOA industry. He began working with a management company in the Charlotte area in 2008, and in 2013 co-launched a company providing HOA accounting services for associations nationwide, growing it to 45 employees and over 400 associations. After a career break in the SLED technology sector, Thad joined Community Financials in 2025 and is dedicated to helping communities meet their financial goals and ease the stress of volunteer board service.  
Taunia Wilson

Taunia Wilson

Serves as Resale Manager & Board Advisor at Community Financials, where she leads the Resale Department and specializes in providing accurate escrow documentation and lender questionnaires to closing agents. With more than 12 years of community association industry experience, she brings deep expertise across resale administration, property management, and community operations.  

What You Will Learn

Reading Your Financial Reports
Your association's financial reports arrive every month — and most board members scan them, hope nothing is wrong, and move on. During this session, we will walk through the four reports in your monthly packet — the Balance Sheet, Income Statement, Delinquency Report, and Bank Reconciliation — covering what each one tells you, what to look for, and what a red flag actually looks like. No accounting background required. Just a clear, practical framework for fulfilling your fiduciary duty with confidence.

 

 

Reserve Planning
Your reserve fund is either protecting your community or putting it at risk — and most boards don't know which. In this session, we break down what percent funded really means, how pooled and non-pooled reserve strategies work, and what warning signs to watch for before a special assessment becomes unavoidable. We'll also cover new Fannie Mae and Freddie Mac reserve requirements taking effect January 2027 — and what your board needs to do before then to keep your community warrantable.

Tax & Audit Hot Topics

Most self-managed boards hand off their year-end financials and hope their CPA figures it out. This session changes that. Walk through the 1120-H line by line — pulling real numbers from your financial reports — so you understand exactly what you're filing and why. You'll also leave with a clear audit readiness checklist covering the accounts, documentation, and filings that auditors look for in self-managed communities. 

Systemizing Your Community with Tech

Self-managed communities run on volunteer time — and the right tools can make the difference between a board that's constantly catching up and one that has things under control. Walk through how systems and technology simplify day-to-day management: tracking maintenance, communicating with residents, managing violations, accessing financial reports, and keeping records organized. We'll cover what to look for when evaluating tools and what features actually matter for self-managed communities.

Collections: Policy & Process

Most self-managed boards avoid the collections conversation until they're already behind. This session gives boards a clear framework for what to do when homeowners stop paying — before it becomes a financial problem for the whole community.

Legal Responsibilities

Every board member takes on a legal obligation the moment they're elected — and most don't fully understand what that means financially. This session covers the legal side of managing your community's money: fiduciary duty, financial transparency requirements, assessment and budget authority, conflicts of interest, and personal liability when financial decisions go wrong. 

Here's what the day looks like

 Over the past year, hundreds of you showed up to our webinars asking the same questions. About collections. About reserves. About what really gets boards in trouble, legally, financially, and operationally.

We heard you, so this fall we are bringing it all together for one day. 

 

What the day covers

Understanding your legal exposure and how to reduce it

Managing your finances and how to read your financial reports

Dealing with delinquencies and collections

Planning and funding your reserves

Staying on top of tax and audit obligations

Protecting your community with the right insurance and keeping your costs down

Running your community with better systems and tools

How the day works

 The summit runs as a full day of expert-led video sessions with live chat and Q&A throughout. Drop your questions in the chat as you watch, and get answers from the speaker and team during or right after each session. 


 

Deep Dives. 30-minute sessions on the topics you have asked about most.

Fast Tracks. Focused 15-minute sessions on tools, services, and quick-hit topics to keep the day moving.

 

 

 

Every session is available on demand after the event, and the day closes with a rapid-fire round answering the most common questions from our community.

What You Will Learn

Reading Your Financial Reports

Your association's financial reports arrive every month — and most board members scan them, hope nothing is wrong, and move on. During this session, we will walk through the four reports in your monthly packet — the Balance Sheet, Income Statement, Delinquency Report, and Bank Reconciliation — covering what each one tells you, what to look for, and what a red flag actually looks like. No accounting background required. Just a clear, practical framework for fulfilling your fiduciary duty with confidence.

Reserve Planning

Your reserve fund is either protecting your community or putting it at risk — and most boards don't know which. In this session, we break down what percent funded really means, how pooled and non-pooled reserve strategies work, and what warning signs to watch for before a special assessment becomes unavoidable. We'll also cover new Fannie Mae and Freddie Mac reserve requirements taking effect January 2027 — and what your board needs to do before then to keep your community warrantable.

Tax & Audit Hot Topics

Most self-managed boards hand off their year-end financials and hope their CPA figures it out. This session changes that. Walk through the 1120-H line by line — pulling real numbers from your financial reports — so you understand exactly what you're filing and why. You'll also leave with a clear audit readiness checklist covering the accounts, documentation, and filings that auditors look for in self-managed communities.

Systemizing Your Community with Tech

Self-managed communities run on volunteer time — and the right tools can make the difference between a board that's constantly catching up and one that has things under control. Walk through how systems and technology simplify day-to-day management: tracking maintenance, communicating with residents, managing violations, accessing financial reports, and keeping records organized. We'll cover what to look for when evaluating tools and what features actually matter for self-managed communities.

Collections: Policy & Process

Most self-managed boards avoid the collections conversation until they're already behind. This session gives boards a clear framework for what to do when homeowners stop paying — before it becomes a financial problem for the whole community.

Legal Responsibilities

Every board member takes on a legal obligation the moment they're elected — and most don't fully understand what that means financially. This session covers the legal side of managing your community's money: fiduciary duty, financial transparency requirements, assessment and budget authority, conflicts of interest, and personal liability when financial decisions go wrong.