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​CEO-MC Retreat Brochure (PDF)


The DNA of Success: Effective Leadership…that Sticks! ​

Steve Harvill | President and CEO, Creative Ventures

Steve Harvill is one of only a few nationally known speakers to have significant experience in the community association industry, and he brings that expertise to the 2016 CEO-MC Retreat. In recent years, Steve has focused his research on leadership to bring The DNA of Success to organizations like CAI. The DNA of Success is the result of studying leadership teams in seven industries. Presented in multimedia format, this presentation will challenge your perception of impactful leadership. In his research, Steve discovered 11 behaviors that are directly connected to both individual and corporate success. These 11 behaviors cross industry boundaries, providing a menu-driven model for success.

The Idea Factory: Discover a Place for Your Ideas

Steve Harvill | President and CEO, Creative Ventures

Companies don't suffer from a lack of ideas, they suffer from not knowing how to make them impactful. They lack processes for developing, implementing and measuring ideas. In fact, according to the Maurer Group, 78 percent of companies have no ideas system at all. This leads to an average failure rate of 70 percent for launching new ideas. 70 percent!

Ideas vanish from a lack of understanding, a lack of agreement and an utter lack of engagement. For 30 years, Steve has been in the business of creating and developing ideas. He finds his success in The Idea Factory, a simple, efficient and repeatable process for providing a systemic approach to developing ideas. The Idea Factory provides a place for ideas to take form, discover function and, through a committed process, find value.

Steve Harvill, President and CEO of Creative Ventures, has been sharing his concepts and strategies with companies for 30 years. From Fortune 500 companies to small startups, Steve and his Creative Ventures team have developed programs that cross industry lines and challenge the status quo. A scientist by education and the past president of two companies, Steve uses his leadership experience and empirical data to reinforce his assertions. Whether he is presenting, teaching or consulting, his programs on leadership, sales, marketing, innovation and the client experience are guaranteed to leave you with the knowledge you need to take your business to the next level. With a client list that includes Apple, Zappos, IBM, Frito Lay, Morgan Stanley and Wells Fargo, Steve's resume is a testament to the value he brings to each project.

State of the Industry Report and Government Affairs Update

Tom Skiba, CAE | Chief Executive Officer, CAI

Dawn Bauman, CAE | Senior Vice President of Government and Public Affairs, CAI

Informed by community association volunteer leaders, professional managers, community management firms and companies that provide products and services to associations, CAI has a comprehensive view of the industry. In this session, Tom reports on the challenges, opportunities and trends affecting community associations and their management professionals, and Dawn presents a federal affairs update covering critical changes to laws and regulations affecting community associations clients and the management profession. Hear about the trends, unique cases and policy positions that you need to be aware of as an industry leader.

Creating a Team Culture

Doug Staneart | President and CEO, The Leaders Institute, LLC®

Whether purposeful or not, cultures are created by the actions, habits, communication skills and people skills of those within that culture. Most organizations just wait for the team culture to develop on its own. Great organizations make a conscious effort to create a culture of teamwork. During this inspiring presentation, you'll learn how to promote teambuilding successfully within your company.

Panel of Expert CEOs

Doug Staneart | President and CEO, The Leaders Institute, LLC®

Doug will facilitate this highly interactive session, which will feature four experts from our own ranks. This panel will represent firms of various sizes and will address key issues about what it really means to lead an organization as CEO. In addition to questions and input from the audience, discussion will focus on key issues like setting corporate direction and goals, creating culture and values, building a team and allocating capitol.

Doug Staneart is President and CEO of The Leader's Institute, LLC® based in Dallas, Texas. Doug spent eight years in training and sales for large companies before founding The Leader's Institute® in 2002. In addition to being a popular keynote speaker, Doug authored best-selling books Fearless Presentations® and 28 Ways to Influence People and Gain "Buy-In". Doug has delivered keynote speeches in more than 50 cities in 45 States and six countries.

Thinking (and Leading) Out of the Box

Mark Robinson | Motivational Speaker, Master Illusionist, Juggler and Comedian

Does leading a management company seem like a juggling act? Or a magic trick? Master illusionist, juggler, and comedian Mark Robinson will have you laughing one minute and learning management insights the next as he unleashes his versatile talents at the 2016 CEO-MC Retreat.

Earning rave reviews at Harrah's in Las Vegas, Mark has shared the stage with comics Jeff Foxworthy and Jimmy Kimmel. Mark's background as a standup comedian and magician make his keynotes unique and unforgettable, and his ability to weave a motivational message into the fun has made him one of the busiest and best motivational speakers in the country. Mark's corporate clients include Coca-Cola, Ford Motor Company and Microsoft.




Small-group sessions allow for greater focus and more interaction. Each session will be offered twice (once before and once after lunch). 

Breakout Session 1: How to Hire Great Managers

Facilitator: Doug Staneart, President and CEO
The Leaders Institute, LLC® | Dallas, TX

Breakout Session 2: Working Effectively with Home Builders and Developers

Facilitator: Steven Brumfield, CMCA, AMS, PCAM
Toll Brothers, Inc. | Horsham, PA

Breakout Session 3: Succession Planning for Your Business—Inside and Outside the Family

Facilitator: Gary Pittsford, CFP
Castle Wealth Advisors, Inc. | Indianapolis, IN


Many participants report that discussions with peers are the most valuable part of the CEO-MC Retreat. Your planning committee members have been listening to you and they're ready to introduce topics, cite examples, share lessons learned and keep the conversation going. Come ready to ask questions, learn from others and share your experiences.  


Traci Lehman, AMS, PCAM
Cities Management Inc., AAMC | Minneapolis, MN

Edward San George, PCAM
Integra Management Corporation, AAMC | Mount Arlington, NJ