Who Should Attend?

Anyone who lives in, works for or provides services to a California community association will leave the event more informed, more engaged and better able to contribute to a successful community.

Registration is Now Open!

WIN an iPAD!

Register by October 14, and you will be automatically entered in a drawing to win an iPad!

Registration Fees

Irvine Marriott <<<click here for online reservations
18000 Von Karman Avenue
Irvine, CA
(949) 553-0100
$129 group rate
Please ask for the CAI Legal Forum group rate when reserving a room.

Hosting Chapters

Bay Area and Central CA
Mr. Kelvin Nanney, CED
Phone: (925) 355-1980
kelvinn@meetingpossibilities.com
www.caibaycen.com

California North
Ms. Jeannie Bruins, CED
Phone: (916)333-0553
cai-cnc@bmsch.com  
www.cai-cnc.org

Channel Islands
Ms. Leah Ross, CED
Phone: (805) 658-1438
caicic@earthlink.net
www.cai-channelislands.org

Coachella Valley
Ms. Cardinal Ambrose CED
Phone: (760) 341-0559
cambrose@cai-cv.org  
www.coachellavalleycai.org

Greater Inland Empire
Ms. DJ Conlon, CED
Phone:  (951) 784-8613
dj@cai-grie.org
www.cai-grie.org

Greater Los Angeles
Ms. Joan Urbaniak, CED
Phone: (323) 254-9526
joan@cai-glac.org
www.cai-glac.org

Orange County Regional
Ms. Kathy Gonzales, CED
Phone: (714) 479-1022
kathy@caioc.org
www.caioc.org

San Diego
Ms. Barbara Ozenbaugh CMP, CED
Phone: (619) 299-1376
barbara@cai-sd.org
www.cai-sd.org

Schedule Friday, October 29, 2010  8:00–9:00 a.m. Registration 9:00–10:30 a.m.                Concurrent Sessions 10:45 a.m.–12:15 p.m.    Concurrent Sessions 12:30–1:45 p.m.                Luncheon and Keynote 2:00–3:00 p.m.                  Concurrent Sessions 3:15–4:15 p.m.                  Concurrent Sessions 4:30–5:45 p.m.                  Ask the Attorneys 6:00–7:30 p.m. Reception

Community Manager Education Program

Are Your Communities Marketable?
An In-Depth Look at the Impact of Fannie Mae Guidelines on Associations
Learn how evolving mortgage and underwriting guidelines affect the marketability of units in associations. This session explores requirements for securing Fannie Mae insured loans in condominium and planned communities, including budgeting for reserves, delinquency rate thresholds and occupancy levels. It also covers lender affidavits and how they can be tailored to better serve clients. Insurance guidelines and how associations can satisfy underwriters are also be discussed.
Loura K. Sanchez Esq., Hindman Sanchez P.C., College of Community Association Lawyers
Stephen Marcus, Esq., Marcus, Errico, Emmer, & Brooks P.C., College of Community Association Lawyers
George E. Nowack Jr., Esq., Weissman Nowack Curry & Wilco P.C., College of Community Association Lawyers

An Advanced Review of the Election Laws
This advanced session explores the details of the election process and voting procedures required by recent changes in California law and the governing documents of common interest developments. Important to both managers and homeowners, the discussion includes topics such as when and how to use the secret ballot procedure, the duties of the Inspector of election, problems that may arise during elections, challenges to elections and the process to recall board members.
Richard Salpietra, Esq., Law Offices of Richard Salpietra, College of Community Association Lawyers
Darren M. Bevan, Esq., Baydaline & Jacobsen, L.L.P.

Manager Ethics
Philosophers have been discussing ethics for more than 2,500 years, so why should it come as a surprise that professionals often struggle with questions of right versus wrong? While striving to “do the right thing,” the right thing is not always as straightforward as we’d like to believe. This session discusses professional ethics as they relate to common issues faced by community association managers, and it includes hypothetical situations to test your own ethical compass.
Debra Warren, CMCA, CCAM, PCAM, Cinnabar Consulting
Wendy Bucknum, CMCA, AMS, Professional Community Management
Robert Browning, PCAM, RS, Browning Reserve Group

Advanced Assessment Collections Practices
This session explores how the mortgage foreclosure crisis and recession have changed the way associations must approach assessment collection and reviews best practices and procedures for ensuring the greatest recovery in the most challenging situations. Short sales, escrow demands, obligations of lenders as owners and post-foreclosure money judgment collection are covered, as well as the rights, obligations and risks associations incur when taking ownership of property through foreclosure. The session concludes with a look at the ways communities can implement changes in their governing documents and assessment collection practices to lessen the impact of future economic downturns.
Matt D. Ober, Esq., Richardson & Harman P.C., College of Community Association Lawyers
Jeffrey A. Beaumont, Esq., Beaumont Gitlin Tashjian

Lawsuits to Deter Free Speech and Their Surprising Impact on New Techniques for CC&R Enforcement
Association disputes that used to be private and local are now public and viral, and aggressive lawsuits involving directors, members, managers and even lawyers are not unusual. Can SLAPP lawsuits (Strategic Lawsuits Against Public Participation) that squelch protected speech and conduct be stopped? Explore these issues and new wrinkles in CC&R enforcement cases involving protected conduct using Lis Pendens to put buyers on notice. This interesting session is useful for anyone on the front lines of association operations.
Richard P. Neuland, Esq., Neuland & Whitney A.P.C., College of Community Association Lawyers
Janet L.S. Powers, Esq., Fiore, Racobs & Power, A.P.L.C., College of Community Association Lawyers
Steven S. Weil, Esq., Berding & Weil L.L.P., College of Community Association Lawyers

Homeowner Education Program

Advanced Fair Housing Issues and Common Interest Developments
What are the most common enforcement actions against homeowner associations? In addition to the state, who else can pursue alleged violations? How can associations avoid violating state and federal Fair Housing laws? What can a board do when it discovers it is in violation? How can an association know what is a disability and what accommodations are required? This session uses actual case histories to answer these and other fair housing questions.
Phyllis W. Cheng, California Department of Fair Employment and Housing
Kelly G. Richardson, Esq., Richardson & Harman P.C., College of Community Association Lawyers

An Advanced Review of the Election Laws
This advanced session explores the details of the election process and voting procedures required by recent changes in California law and the governing documents of common interest developments. Important to both managers and homeowners, the discussion includes topics such as when and how to use the secret ballot procedure, the duties of the Inspector of election, problems that may arise during elections, challenges to elections and the process to recall board members.
Richard Salpietra, Esq., Law Offices of Richard Salpietra, College of Community Association Lawyers
Darren M. Bevan, Esq., Baydaline & Jacobsen, L.L.P.

Contracts 101
Your association has approved a project—do you know what to do to ensure its success? In this session, a manager, an attorney and an architect lead you step-by-step through the process of bidding, contracting and managing construction for projects at your association. Topics include plan and specification development, pre-bid meetings/job walks, bid analysis, contract negotiation, construction management and project close-out.
Janet Price, PCAM, Professional Community Management Inc.
Denise Iger, Esq., Hickey & Petchul L.L.P.
Jeff Smith, AIA, NCARB, Smith Architects

Transparency Doesn’t Bite! 
The number one way board critics gain support is by complaining to others about board secrecy. Learn why hiding in closed meetings does more harm than good. This session explains how transparency in governance can promote better relations within communities by improving communication and more effectively solving problems. It also discusses how best to set up and handle meetings to solicit feedback and avoid chaos and mutiny.
Beth Grimm, Esq., Condoguru.com, College of Community Association Lawyers
Jim Lingl, Esq., Lingl A.D.R.S.
Jan Hickenbottom, PCAM, First Bank Association Services

Is Your Association Responsible?
An In-Depth Look at the Impact of Fannie Mae Guidelines on Communities
As a result of the housing crisis, the rules for mortgage lending are changing. And if your association fails to follow these rules, banks may not issue mortgages for units in your community. This session explores requirements for securing Fannie Mae insured loans in condominium and planned communities, including budgeting for reserves, delinquency rate thresholds and occupancy levels. With a focus on the association board and its responsibilities, it covers the impact of the new standards on your community.
Loura K. Sanchez, Esq., Hindman Sanchez P.C., College of Community Association Lawyers
Stephen Marcus, Esq., Marcus, Errico, Emmer & Brooks P.C., College of Community Association Lawyers
George E. Nowack Jr., Esq., Weissman Nowack Curry & Wilco P.C., College of Community Association Lawyers

Continuing Education Units

CEUs for professional certifications are awarded for attendance at the CAI Law Forum: California Communities as listed below. Attendance also fulfills continuing education requirements for PCAM and LSM redesignations. Visit www.caionline.org/education for details.

CMCA | 1 day=7.5 CEUs
CMCA is administered by NBC-CAM (www.nbccam.org).
Call CAI for more information at (888) 224-4321.

AMS Redesignation: Required to complete 8 hours of “other” continuing education.  This program can be used for the other credits.

PCAM Designation: When applying for the PCAM designation, you can apply up to 10 points in Section II of the PCAM application.

PCAM Redeisignation: When applying for PCAM redesignation, you can apply eight hours for redesignation credits for this program. To fulfill the redesignation requirements, you will need to combine this program with four additional hours of CAI’s webinars.

Exhibitor/Sponsorship Information 

A variety of exhibitor and sponsorship opportunities are available for this event. Please view the Exhibit and Sponsorship Prospectus for details.

Exhibitor Opportunities

Table Top Exhibitor ($700) | Limited availability, non-exclusive!

Sponsorship Opportunities

Keynote Speaker Sponsor ($5,000) | EXCLUSIVE! Limit of one! 

Event Sponsor ($2,500) | Limit of two!

Name Badge Sponsor ($2,000) | Limit of two!

Parking Sponsor ($1,000) | Limit of 2!

Cocktail Reception Sponsor ($1,000) | Limit of 6!

Managers Networking Breakfast Sponsor ($500) | Limit of 3!

Tote Bag Sponsor ($500) | Limit of 4!