In California, most associations in common interest developments are non-profit corporations with a board of directors composed of property owners that manages the project. This board derives its authority from the governing documents that the builder of the property prepares in accordance with guidelines published by the California Department of Real Estate and California law. These governing documents include corporate Articles of Incorporation and Bylaws, and Covenants, Conditions, and Restrictions (CC&Rs) that impose rules and restrictions on the use of property within the development. It’s not always easy to interpret, and to keep up with new legislation so we are always happy to guide you and understand the process keep tract of the guidelines that we need to follow.

With over 30 years’ industry experience, the leadership of The Ibis Group Inc. is uniquely qualified to provide ongoing education to your board, tailoring the training to your unique community. Some of the topics we cover:

• Legislation as it relates to HOAs and legal updates
• How to read your financial documents
• Budgeting
• Reserves Studies
• Year-end audits
• Delinquencies and collections
• Insurance
• How to conduct an effective board meeting
• Contractor selection and the bidding process
• Developer to resident board transition
• Succession planning


Managing an association is not easy. Boards and Managers face decisions almost daily if you don’t know what you’ve volunteered for. It’s crucial that members of the board understand their roles and responsibilities, along with those of management.

The Ibis Group Inc. board orientation sessions are designed to support new board members and as a refresher for the seasoned member. We’ll review the following:

• Board commitment and authority
• Governing document overview
• Fiduciary responsibility and the Business Judgement Rule
• Legal responsibility
• Financial and operational duties
• What is consensus and “one voice”?
• Policy governance
• Board culture
• Committees
• Conflict of Interest
• Corporate responsibility
• Management’s role
• How to conduct a board meeting