Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

094 | Don't Breach your HOA Fiduciary Duty!

35:11
 
Share
 

Manage episode 468206099 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

HOA board members, breach of fiduciary duty is the #1 claim against associations. Learn how to protect yourself and your community.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Breach of HOA Fiduciary Duty is the #1 legal claim against board members—costing millions in legal fees. In this episode, Kevin Davis & Robert Nordlund explain how HOA boards can stay compliant, protect their association, and avoid costly lawsuits. Learn the four key principles of fiduciary duty: duty of care, loyalty, obedience, and transparency—and how failing to follow them could land your board in legal trouble. Plus, discover why Directors & Officers (D&O) insurance is a must-have for every association.
Chapters From This Week's Episode:
00:00 You Lied to Your HOA?
00:44 Intro to episode, last week recap, and merch store
03:21 Someone Accused You of Breaching Fiduciary Duty… What Do I Do?
05:15 The #1 Claim Against HOA Boards & How to Avoid It
08:45 Duty of Care: Acting Reasonably & Competently
11:20 Duty of Loyalty: Avoiding Conflicts of Interest
13:50 Duty of Obedience: Following HOA Governing Documents
16:30 Duty of Transparency: The Role of Open Communication
19:15 Legal Consequences of Breaching Fiduciary Duty
21:02 Ad Break - Kevin Davis Insurance Services
22:00 How to Protect Yourself: Directors & Officers Insurance
25:10 Common Pitfalls That Get HOA Boards Sued
28:45 Final Advice: Best Practices for HOA Board Members

The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linked...

  continue reading

Chapters

1. You Lied to Your HOA? (00:00:00)

2. Intro to Episode, Last Week Recap, and Merch Store (00:00:44)

3. Someone Accused You of Breaching Fiduciary Duty… What Do I Do? (00:03:21)

4. The #1 Claim Against HOA Boards & How to Avoid It (00:05:15)

5. Duty of Care: Acting Reasonably & Competently (00:08:45)

6. Duty of Loyalty: Avoiding Conflicts of Interest
 (00:11:20)

7. Duty of Obedience: Following HOA Governing Documents (00:13:50)

8. Duty of Transparency: The Role of Open Communication (00:16:30)

9. Legal Consequences of Breaching Fiduciary Duty (00:19:15)

10. Ad Break - Kevin Davis Insurance Services (00:21:02)

11. How to Protect Yourself: Directors & Officers Insurance (00:22:00)

12. Common Pitfalls That Get HOA Boards Sued (00:25:10)

120 episodes

Artwork
iconShare
 
Manage episode 468206099 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

HOA board members, breach of fiduciary duty is the #1 claim against associations. Learn how to protect yourself and your community.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Breach of HOA Fiduciary Duty is the #1 legal claim against board members—costing millions in legal fees. In this episode, Kevin Davis & Robert Nordlund explain how HOA boards can stay compliant, protect their association, and avoid costly lawsuits. Learn the four key principles of fiduciary duty: duty of care, loyalty, obedience, and transparency—and how failing to follow them could land your board in legal trouble. Plus, discover why Directors & Officers (D&O) insurance is a must-have for every association.
Chapters From This Week's Episode:
00:00 You Lied to Your HOA?
00:44 Intro to episode, last week recap, and merch store
03:21 Someone Accused You of Breaching Fiduciary Duty… What Do I Do?
05:15 The #1 Claim Against HOA Boards & How to Avoid It
08:45 Duty of Care: Acting Reasonably & Competently
11:20 Duty of Loyalty: Avoiding Conflicts of Interest
13:50 Duty of Obedience: Following HOA Governing Documents
16:30 Duty of Transparency: The Role of Open Communication
19:15 Legal Consequences of Breaching Fiduciary Duty
21:02 Ad Break - Kevin Davis Insurance Services
22:00 How to Protect Yourself: Directors & Officers Insurance
25:10 Common Pitfalls That Get HOA Boards Sued
28:45 Final Advice: Best Practices for HOA Board Members

The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Shop!
HOA insights now has its very own merch store! Our team has whipped up some hats, mugs, T-Shirts, & more that we think Volunteer HOA Boardmembers are gonna love. We also offer dozens of FREE zoom backgrounds. Available in our Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
https://www.linkedin.com/in/julieadamen/
Kevin Davis, CIRMS
https://www.linked...

  continue reading

Chapters

1. You Lied to Your HOA? (00:00:00)

2. Intro to Episode, Last Week Recap, and Merch Store (00:00:44)

3. Someone Accused You of Breaching Fiduciary Duty… What Do I Do? (00:03:21)

4. The #1 Claim Against HOA Boards & How to Avoid It (00:05:15)

5. Duty of Care: Acting Reasonably & Competently (00:08:45)

6. Duty of Loyalty: Avoiding Conflicts of Interest
 (00:11:20)

7. Duty of Obedience: Following HOA Governing Documents (00:13:50)

8. Duty of Transparency: The Role of Open Communication (00:16:30)

9. Legal Consequences of Breaching Fiduciary Duty (00:19:15)

10. Ad Break - Kevin Davis Insurance Services (00:21:02)

11. How to Protect Yourself: Directors & Officers Insurance (00:22:00)

12. Common Pitfalls That Get HOA Boards Sued (00:25:10)

120 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play