Reading HOA & Condo Financial Reports Can Be a Foreign Language to Some – Learn How to Read Them on March 26, 2025

If you are not used to looking at financial reports they can seem as confusing as a foreign language. 

If you have limited time as a HOA or Condo volunteer or are a busy Manager what reports should you review before your meeting and what do all the numbers mean?

Join us to learn about financial reports so you can reduce any stress that comes with looking through pages and pages of numbers.  We speak numbers as a first language and can help you translate and better understand what you are looking at.

When:  Wednesday, March 26th from 3-4pm EST.

What You Will Learn:

• What the main reports shows you
• Where to look to find items that should flag you to start a discussion at your meeting 
• If some numbers stick out what to do about them
• If you have limited time what are the best 4 reports to look at 
• And we’ll have a Q&A to answer as many of your questions as time allows

Meet our Speakers:

Jennifer Morgan – Sr. Client Manager

As a Sr. Client Manager, Jennifer leads one of Community Financials’ (CF) 10-person accounting teams working with over 100 HOAs. She is also CF’s Technical Officer and documents our Standard Operating Procedures. Jennifer has a Bachelor’s Degree in Business Administration and Accounting and a Master’s Degree in Management and Accounting.

Taunia Wilson – Resale Department Manager & Board Advisor 

Taunia manages Community Financials’ Resale Department helping communities with accurate escrow and refinance documentation. Taunia also helps CF customers set up management tools in Smartwebs software and helps as an advisor to Boards with operational challenges. Before working at CF, Taunia was a Sr. Community Manager, leading, training, and teaching 12 managers at an AZ Management Company.

REGISTER NOW TO SAVE YOUR SPOT  

Please come with your financial report questions.

We look forward to sharing our expertise to help you in your role, and better operate your community.