Skip Ribbon Commands
Skip to main content


Education Sessions

Thursday, April 30, 8:30-9:15 a.m.

Federal Legislative and Regulatory Update
This session will update you on critical changes to laws and regulations affecting community associations, including mortgage finance, telecommunications, national flood insurance and Federal Emergency Management Agency rules that define how community associations are recognized and treated. 
C. Scott Canady, Tambala Strategy, Alexandria, VA and Ronald L. Perl, Esq.*, Hill Wallack, Princeton, NJ

*CCAL fellow

Growing Community Through Events
Events are a great way to create memories that make your community special. This interactive session will cover why, what, when, where, and most importantly, how to do it. It will give you a hands-on glimpse into the world of event planning—brainstorming event ideas to appeal to your target audience, creative funding, developing work plans, logistics, obtaining permits, marketing and more. You'll leave with the tools to create your own spectacular event. 
Lisa Cox, CMCA, AMS, PCAM, Sienna Plantation Residential Association Inc., Missouri City, TX; Sandra K. Denton, CMCA, LSM, PCAM, Sienna Plantation Residential Association Inc., Missouri City, TX; Ani Shrauger, South Riding Proprietary Inc., South Riding, VA; and Wendy Taylor, CMCA, AMS, LSM, PCAM, South Riding Proprietary Inc., South Riding, VA

Professional Development
Reputation Management for Community Association Leaders
When a single tweet can topple the most powerful CEOs, when collecting followers on Facebook leads directly to increased sales and when "trending" can affect public perception, reputation management can't be ignored. This session offers insights into the importance of social media participation and provides real, actionable solutions for leveraging social media to protect—and enhance—your and your association's reputations.
Laura Stocker and Jeff Peyton, Tin Cans Unlimited, Cleona, PA

Business Practices/Technology
The World is Changing: Time to Embrace New Work Behaviors
The world is changing at an unprecedented pace, and the way we've worked previously might not allow us to keep up. This session will focus on the new behaviors and habits needed to be successful, including thinking and seeing differently, generating value within an organization, creating balance and managing through change. 
Kregg Hale, Inside Out Development, Las Vegas, NV

Thursday, April 30, 9:30-10:15 a.m.

Regulating Community Associations: Legislative Issues from Around the Country 
CAI reviewed hundreds of bills in 2015 that could impact community associations. In this session, you'll hear about trends, unique cases and CAI's policy positions that help steer legislation for community associations and professional management
Dawn M. Bauman, CAE, Community Associations Institute, Falls Church, VA and J. David Ramsey, Esq.*, Becker & Poliakoff PA, Morristown, NJ

*CCAL fellow

Prioritizing Energy Management Programs for Multifamily Boards
Unchecked energy use from densely occupied buildings has triggered rising energy costs and carbon pollution levels, prompting government action in cities nationwide. Add to that extreme climate swings, and energy management and benchmarking programs are becoming a necessity for multifamily buildings. This session will show you how managers and boards can save costs, gain environmental benefits and protect properties from the energy demands of unpredictable weather by making energy management a priority.
Chris Normandeau, CEM, LC, LEED AP BD+C, FS Energy LLC, Hollywood, FL

Professional Development
Increasing Manager Professionalism: The Five C's
As the profession continues to mature and be recognized across the country and internationally, community managers increasingly need advanced-level skills. In this interactive session, four senior-level leaders will share examples, ideas and approaches to the five C's of increasing manager professionalism: communication, confidence, critical thinking, collaboration and creativity. Come ready to listen and share your own ideas and questions on the methods and techniques of taking manager professionalism to the next level.
Vanessa Dreyer, PCAM, FirstService Residential, Scottsdale, AZ; James Magid, CMCA, LSM, PCAM, FirstService Residential, Eatontown, NJ; Gregory G. Smith, CMCA, AMS, PCAM, Associa Northern California, Stockton, CA and Jessica Towles, CMCA, AMS, PCAM, Mundelein, IL

Business Practices/Technology
How to Assist Hackers and Identity Thieves
This session will reveal how associations and their employees unwittingly provide hackers access to their systems and information. You'll learn how passwords are bypassed; how hackers access bank and cloud services; and how potential employees, tenants and owners work around background checks. Specific techniques will be demonstrated as will actions you can take to make your system less vulnerable. 
Harold McFarland, Pellegrino Honick McFarland & Miller PA, Sarasota, FL

Thursday, April 30, 3:15-4:15 p.m.

Legal Trends Managers Cannot Ignore 
Across the country, there are developing legal trends that every manager needs to understand. Presented by members of CAI's College of Community Association Lawyers, this session will discuss trends and share the specific actions a great manager needs to take to avoid liability.
Scott B. Carpenter, Esq.*, Carpenter, Hazlewood, Delgado & Bolen PLC, Tempe, AZ,and Lincoln Hobbs, Esq.*, Hobbs & Olson LC, Salt Lake City, UT

*CCAL fellow

Community Next: 2020 and Beyond
Last year's theme was "CAI Next," a term that got us thinking and talking about the future. Building on that idea, four panels of experts were created to discuss "Community Next"—what community associations might look like five to 15 years into the future. These discussion panels focused on four areas: community management, the association model, public policy paradigms and external influences. In this session, representatives of these panels will share some highlights, but more importantly, involve you in the conversation. Come hear what some of your colleagues are thinking about the future, and take advantage of an opportunity to share your thoughts as well. 
Steven Brumfield, CMCA, AMS, PCAM, Toll Brothers Inc., Horsham, PA; Kara Cermak, CMCA, AMS, PCAM, Rowell Inc., Elgin, IL; Ellen Hirsch de Haan, Esq.*, Wetherington Hamilton PA, Tampa, FL; P. Michael Nagle, Esq.*, Nagle & Zaller PC, Scottsdale, AZ; J. David Ramsey, Esq.*, Becker & Poliakoff PA, Morristown, NJ; Loura K. Sanchez, Esq.*, HindmanSanchez PC, Arvada, CO; Fred Shapiro, PCAM, SBB Management Company, Dallas, TX and moderated by Mickey MacIntyre, realChange Partners, LLC, Washington, DC

*CCAL fellow

Professional Development
Ignite: Entertaining Enlightenment in a Flash 
This popular session gets creative using Ignite—multiple, short presentations in which speakers get five minutes to make their point in a focused, interesting way. Ignite presenters share personal or professional lessons, tips and insights, using 20 slides that auto-advance every 15 seconds. Reflecting the Ignite motto of "Enlighten us, but make it quick," this session features 10 unique presentations.
Dale Carlon, Dale Carlon Consulting, Reno, NV; Ellen Hirsch de Haan, Esq.*, Wetherington Hamilton PA, Tampa, FL; Sara Duginske, CAMICB, Falls Church, VA; Kregg Hale, Inside Out Development, Las Vegas, NV; Garth Leone, Community Association Insurance Solutions LLC, El Dorado Hills, CA; Tim McNabb, Tin Cans Unlimited, St. Louis, MO; Steven Shuey, PCAM, Personalized Management Company, Cathedral City, CA and Susan E. York, University of Hawaii, Honolulu, HI

*CCAL fellow

Business Practices/Technology
If Your Company Went to the Technology Doctor, Would It Pass Its Checkup?
Has your company held off on recent technology investments?  Does it typically shy away from adopting new and empowering technological trends for fear of the unknown? If so, you're not alone. This session will explain why, instead of avoiding new automation, you need to be driving its development to suit your needs and deliver better service to your company.
Stephen R. Gothard, Advanced Technology Group Inc., King of Prussia, PA; and Ashish Patel, Pilera Software, Nashua, NH

Thursday, April 30, 4:30-5:30 p.m.

Defending Yourself Against Defamation Claims
Board members, managers and association lawyers operate under a constant threat of defamation when communicating about homeowners, whether among themselves or in meetings, in mailings, on websites or on social media. This session will explain the expanded judicial proceedings privilege and how to maximize the protection it provides from claims against board members, managers and lawyers working for community associations. 
John D. Morris, Esq. and Robert Rosing, Esq., Morris Sperry, Midvale, UT

Professional Development
Rehabilitating the FrankenBoard: The Manager as Psychoanalyst 
Some board members seem to be monsters, but are they simply misunderstood? Were they never told what was expected of them? Managers can do a lot to instill positive and healthy values in volunteer leaders, and there are many ways in which unhealthy and destructive values can be identified before causing negative community governance. In this session, you'll learn to identify warning signs and steer volunteers in healthier directions. 
Kelly G. Richardson, Esq.*, Richardson Harman Ober PC, Pasadena, CA

*CCAL fellow

Business Practices/Technology
Engage Your Top Talent: Preparing Community Managers for Your Leadership Team
The best community association managers have skills that make them great at their jobs, including organization, project management, and the ability to get things done. Transitioning to a leadership role, however, requires a different skill set.  This session will highlight best practices for developing talent and creating a model for success.
Tiffany Dessaints, CMCA, AMS, PCAM, Associa Nevada South, Las Vegas, NV andDebra A. Warren, CMCA, PCAM, Associa, San Rafael, CA

4:30-5:45 P.M. <extended session>
What's Going on Around the World: Amazing Communities and Model Professional Community Association Management
During this fast-paced session, leaders from around the globe will engage and entertain you in a discussion on extraordinary communities and professional community management trends around the globe.
Jeevan John D'Mello, AMS, LSM, PCAM, Emaar Community Management LLC, Dubai, United Arab Emirates, Jeff Gilmour, South Africa Chapter, Honeydew, South Africa, Julie McLean, Ace Body Corporate Consulting, Mordialloc, Australia, Janice Moses, RCM, FCCI, RCCI, Baywest Management Corporation - An Associa Company, Surrey, Canada and Tom Skiba, CAE, Community Associations Institute, Falls Church, VA

Friday, May 1, 8:30-9:15 a.m.

Hey Dude, Don't Bogart My Doobie: Restricting Medical Marijuana in Common-Interest Developments
Twenty-three states and Washington, D.C., have adopted medical marijuana laws.  Can a homeowners association use ordinary nuisance restrictions to prohibit or limit the use of marijuana?  Does the asserted medical need qualify as a disability requiring compliance with federal or state fair housing laws?  How are municipalities addressing problems with marijuana and can associations take similar actions?  This session addresses these issues and more.
A. Patrick Muñoz, Esq., Rutan & Tucker LLP, Costa Mesa, CA and Thomas M. Ware II, Esq., Kulik Gottesman & Siegel LLP, Sherman Oaks, CA

Fifty-five and Older in Community Associations: A Profile From the American Community Survey
Data from the American Community Survey, conducted each month by the U.S. Census, reveals new insight into the experiences of persons 55 and older living in community associations. In this session, you'll learn important characteristics of these residents and their households, risk factors of isolation, and indicators of disability and economic security. You'll also learn how to help your association prepare for aging in place, the desire of most older adults to live at home as long as safely possible. 
Lynn Boergerhoff, Woodstock Homeowners Association, Lakeville, MN

Professional Development
Eat the Frog First: How to avoid Procrastination and Master Time Management
If the first thing you do each morning is to eat a live frog, you can go through the day with the satisfaction of knowing that that is probably the worst thing that is going to happen to you all day!  Procrastination is a human tendency; you have to learn how to get the job done. In a manager's world the day can change in a second.  This session will teach you how to do your job and have more time for yourself. 
Cyndi Koester, CMCA, AMS, PCAM, Sunwest Bank, Irvine, CA

Business Practices/Technology
HOAs and Historic Preservation: Perfect Together
The Oak Hills Planned Unit Development (PUD) in Beaverton, Ore., represents the first 1960s HOA-governed PUD to be listed in the National Register of Historic Places and will serve as a case study for exploring the role HOAs can have in historic preservation at the local, state, and federal levels.  The session will review some of the regulations that may apply to these properties as well as some of the potential tax benefits.
Kirk Ranzetta, URS, Portland, OR

Friday, May 1, 9:30-10:15 a.m.

I'm the Association! How to Handle Overbearing Board Members
Associations sometimes contend with board members who believe they're in charge, taking action without full board approval, interrupting meeting discussions and excessively imposing their will. Overbearing members can cause a host of issues that affect the working dynamics of the board. This session will discuss the definition and pitfalls of the overbearing member and how boards can overcome the problem.
Augustus H. Shaw IV, Esq.*, Shaw & Lines LLC, Phoenix, AZ

*CCAL fellow

Keeping Multigenerational Communities Relevant 
Multigenerational communities are growing in popularity, appealing to groups from retirees to families to young couples. As members from each demographic in a shared community have a voice in where they'll age in place, managing expectations is vital. This session will discuss what managers can do to give residents a living experience that suits their priorities today, yet meets their needs as the community demographics ebb and flow. 
Michael A. Mendillo, FirstService Residential, Eatontown, NJ

Professional Development
Happiness: Becoming a Remarkable Leader
This interactive session will examine five skills necessary to become a remarkable leader, showing how character, connection, collaboration, engagement and celebration can lead to more purposeful and successful community associations. It will focus on the need for leaders to overcome challenges to develop successful communities and will offer practical techniques to help you become a more successful manager, management company executive or board member. 
Kevin Davis, CIRMS, Kevin Davis Insurance Services, Los Angeles, CA

Business Practices/Technology
Using Technology to Be More Human
Today's technology can seem to dehumanizing to many residents.  This session will present ideas for using modern communication techniques to make people feel closer and more human.
Robert Garcia, BuildingLink, New York, NY

Friday, May 1, 3:15-5 p.m.

Community Managers Annual Meeting/Manager Exchange 
Managers only
Join community managers—portfolio, on-site and large-scale—as well as management company executives for this best-practices roundtable. You'll learn how to overcome daily obstacles by sharing new ideas and real-world solutions.

ShopTalk for Accountants
Discuss the latest and best association accounting practices in an informal setting. Interact with your fellow accountants as they get to the bottom of the bottom line.

ShopTalk for Attorneys
Get advice and swap anecdotes with your colleagues in the legal profession. You'll benefit from the experiences of your peers in an informal setting where you can share perspectives and best practices.

ShopTalk for Bankers
Discuss new and existing banking services and how common-interest communities can use these products to their best advantage. You'll gain up-to-date information you can use in your operations.

ShopTalk for Insurance and Risk Management Professionals
Don't miss this opportunity to exchange information on industry practices and standards. Learn how others are addressing the situations you and your company face each day.

Shop Talk for Reserve Professionals
Discuss the latest trends in reserve practices and network with colleagues to discover how they are overcoming common challenges and serving their association clients.


© 2019-2020 Community Associations Institute