Board of Director Training

Board of Director Financial Training – March 27,2025

Meeting was held by Zoom

The Board of Directors of Whittier Community Association met virtually on March 27, 2025, at 6:00 p.m. for the Financial Training portion of the L & N Board Orientation

PRESENT:

Jackie Parks, Vice-President

Tim Sweeney, Treasurer

Sally Hoague, Director

Robert Calahan, Director

Patrick Berry, Director

Nancy Sweet, Director

ABSENT:

Frank Hackett, President

Elizabeth Hoover, Secretary

Bernarda Jackson, Director

Linda Blum, Manager assigned to the Whittier Community

Legum & Norman Presenter:

Linda Blum, L & N Vice President

  • The Board received Financial Training from Linda Blum, L & N VP.
  • The Board was introduced to all documents for financial reports provide by the Management company.
  • The Board members were given the opportunity to ask questions and suggest modifications to the documents that would be beneficial in reviewing the financial for the day-to-day operations of the community.
  • Directors who wanted to review the community invoices would be added to Strong Room database utilized by L & N.
  • Delinquency Rate- It is recommended the delinquency of those not paying dues is no higher than 3%.                      Whittier currently has a 20% delinquency.

Minutes prepared by: Jackie Parks (HOA VP) & Sally Hoague