2025 Understanding HOA Financials and the Collections Process

Budget & Assessments

Many board members find themselves staring at financial reports, unsure of what they’re really seeing. And that’s okay — we are here to help! 

This webinar is designed specifically for board members who want to gain a deeper understanding of their association’s financial and collection documents.

What you will learn:

  • How to read balance sheets, income statements, and the general ledger
  • Understanding accounts receivable and prepaid reports
  • Interpreting collection status reports
  • Navigating the collections process: guidelines and timing

Led by industry experts Jeff Peterson and Daphne Lange of FirstService Residential, with guest speaker Tom Carlson, Principal at Carlson & Associates, Ltd.