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 Board Briefings

Financial Oversight, One Topic at a Time

Help your board stay informed without adding another course, meeting, or complicated training program.

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Each month, Smart HOA Finance introduces one practical financial oversight topic in plain language, with questions and actions your board can use. Topics cover all five areas of financial oversight, and each briefing stands on its own.

What Your Subscription Includes

  • 12 monthly Board Briefings with practical examples and board discussion questions.

  • Monthly Financial Review Guide with step-by-step instructions and examples.

  • Immediate access to previously published briefings and resources.

  • Individual Subscriber Library access for all current board members.

See What a Board Briefing Looks Like

Read a complete, complimentary eight-page Board Briefing to see the format and practical guidance included in the series.

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Sample: Can Your Board Confirm Its Reserve Balance?

How It Works

1. Subscribe for your association

One person purchases and manages the annual subscription on behalf of the association.​

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2. Add your board members

Provide the names and email addresses of your current board members. Each member receives individual access to the Subscriber Library.

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3. Receive monthly briefings​

Each month, board members receive an email notification when a new briefing is available. Members log in to the Subscriber Library to view or download current and previous issues.

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When board membership changes, the subscription administrator can request updates through the Subscriber Library.

Board Briefings Annual Subscription

$129.99

per association, per year

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12 monthly Board Briefings, the Monthly Financial Review Guide, access to previous issues and resources, and individual Subscriber Library access for all current board members.

Frequently Asked Questions

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