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Board Member Essentials

Clear roles. Better governance.

A practical guide to board offices, collective duties, and the proper relationship between a board and its management company.

President

Oversees association activities, presides over meetings, and helps move decisions forward when the board is divided. The role requires a detailed understanding of the bylaws, regulations, and the association’s operations.

Treasurer

Oversees budgets, financial records, internal controls, taxes, audits, reserve funds, and insurance adequacy. Although the treasurer leads financial oversight, the full board remains responsible for association finances.

Vice President

Acts for the president when needed and may oversee specific projects or operating areas. The vice president should have comparable knowledge of the association’s governing documents and procedures.

Secretary

Maintains association documents and records, issues meeting notices, manages legal paperwork, and records accurate meeting minutes.

Collective board obligations

Boards maintain common areas, adopt and enforce policy, set budgets, collect assessments, authorize spending, maintain records, supervise contracts, and retain final decision-making authority.

Board and management company

A management company supports administration, financial reporting, maintenance coordination, vendor verification, and resident communication. It acts as an expert adviser—not as the board. Policy, enforcement standards, contracts, and final decisions remain with elected directors.

California Communities · Alameda, California

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