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Keynote Speakers & Sessions

  

​Thursday, May 4

What to Do When There's Too Much to Do with
Laura Stack

Everyone is so overwhelmed with demands today, it's not uncommon for professionals to work 60 hours a week any more. You'll learn how to scale back—reduce, reduce, reduce is Laura's mantra. Laura shows you how to separate the productive wheat from the nonproductive chaff, hone in on high-value tasks, protect the time to do them, and focus on their execution. You'll find dozens of ways to shrink your to-do list, calendar commitments, distractions, interruptions, information overload, inefficiencies, and energy expenditures. You'll see how you can be more efficient, organized, and focused, so you can achieve maximum results in minimum time, get out of the office earlier, and get home to the people you love.

Funny, engaging, and full of real life strategies that work, Laura will change mindsets and attitudes so your team can maximize

productivity, strengthen performance, and get the job done  right. Laura is a high-energy, high-content speaker, who educates, entertains, and motivates professionals to deliver bottom-line results. Laura has been featured nationally on the CBS Early Show, CNN, NPR, Bloomberg, the New York Times, USA Today, the Wall Street Journal, Entrepreneur, and Forbes magazine.

​Friday, May 5

Enjoy The Ride with Steve Gilliland

Through humor and reality-tested techniques, Steve Gilliland reveals the way to face conflicting demands in an unforgiving business environment that keeps getting tougher. From the beginning when he shows people how to ignite their passion, to the end with his compelling challenge to never lose your focus, he releases an "explosion of enthusiasm" that is absolutely contagious. This keynote speech will challenge you personally and professionally. It is simple and easy to grasp — yet profound! Fasten your seatbelt and hold on as one of North America's premier speakers outlines a roadmap for success and shows you how to Enjoy The Ride.

Steve Gilliland is one of the most in-demand and top-rated speakers in the world. Recognized as a master storyteller and brilliant comedian, he can be

heard daily on SiriusXM Radio's Laugh USA. With an appeal that transcends barriers of age, culture and occupation—plus an interactive and entertaining style—Steve shows audiences how to open doors to success in their careers, their relationships and their lives. Steve is a prolific, accomplished author, evidenced by four of his books—Enjoy The Ride, Making a Difference, Hide Your Goat and Detour—perennially making the publisher's bestseller list and his being named Author of the Year. His thought-provoking writing style makes his articles a favorite with nationally prominent magazines.

​Saturday, May 6

9 - 10 a.m.

Bonus Session: Free Yourself Up to Do Your Best Stuff with Alan Fine and Kregg Hale

End your conference with a bang on Saturday morning!
Join Keynote Speaker and New York Times Best-Selling author Alan Fine, and Community Association Management Executive Kregg Hale for a dynamic closing to the annual conference.

Alan is a pioneer of the modern day coaching movement for both business executives and professional athletes.  Kregg has a solid background in community association management, business leadership, and consulting for a wide range of organizations. Alan and Kregg combine for a unique perspective on leadership and the community association management industry.  Both have been highly-rated speakers at the annual CEO-MC Retreat, an executive-level event sponsored by CAI.

Alan Fine, Inside Out Development, Salt Lake City, UT; Kregg Hale, Sentry Management Inc., Herriman, UT


Concurrent Sessions 

Thursday, May 4

8-9 a.m.

Federal Legislative and Regulatory Update

This session brings you up to date on critical changes to laws and regulations affecting those who govern, live, and work in community associations.

Ronald L. Perl, Esq.*, Hill Wallack LLP, Princeton, NJ; and Dawn Bauman, CAE, Community Associations Institute, Falls Church, VA

Raising the Positive Perception of Community Associations

As community associations face negative reactions from the public, they adapt to challenges through change, innovation, and leadership. This session presents ideas about the various approaches you can take to improve your association's image  in your community and beyond.

Jim Dodson, CMCA, AMS, PCAM, Ewa by Gentry, Ewa Beach, HI; Jessica Towles, CMCA, AMS, PCAM, Foster/Premier Inc., Buffalo Grove, IL

Bet Big on Workforce Learning & Development

Community associations continue to be a high-growth sector of the housing industry. Companies within the community association business that successfully provide services to this sector must attract and train a workforce that can keep up with  increasing demand. In this session, learn how service leaders across the country invest in learning and development in the workforce, and the tools available to help organizations of all sizes implement a professional development plan.

Debora Costa, CMCA, AMS, Associa, Reno, NV; Kara Frandsen, Associa, Dallas, TX; and Debra Warren, CMCA, PCAM, Associa, San Rafael, CA

How to Assist Hackers and Identity Thieves

Associations and their employees unwittingly provide hackers access to their systems and information. Learn how passwords are bypassed, how hackers access your bank  information and cloud services, and how potential employees, tenants, and owners work around background checks. This session demonstrates specific techniques and actions to make your system less vulnerable and offers insight on new attack vectors and threats, including the prevalence of ransomware.

Harold McFarland, McFarland & Associates Inc., Sarasota, FL

Short-Term Rentals: Rental Restrictions and Enforcement

As vacationing renters invade communities, associations are asking, "What can we do?" Dive into a discussion on traditional short-term rental restrictions in contrast with new arguments for preventing short-term rentals without a CC&R amendment; the differences between short-term rentals and long-term rentals and why short-term rentals look much more like a business operation; and the pros and cons for permitting or restricting short-term rentals in your community and how to effectively enforce your restrictions.

Theresa M. Filicia, Esq., Silldorf Law LLP, San Diego, CA; Rachael A. Harrington, Esq., Silldorf Law LLP, San Diego, CA; and Shani O. Zakay, Esq., Silldorf Law LLP, San Diego, CA

9:15-10:15 a.m.

Competing interests in the Reasonable Accommodation Arena; Traps and Tips for How to Avoid Discrimination Claims Under the Federal Fair Housing Act

What is an association board or community manager to do when faced with competing interests within their community? What about when reasonable accommodations are involved? Find out how to approach increasingly common  topics like assistance animal accommodations, potential noise complaints, nuisance smells wafting into adjoining units—and more—while avoiding discrimination claims under the Federal Fair Housing Act.

Pamela M. Jonah, Esq., Goodman Shapiro & Lombardi LLC, Dedham, MA; Ellen A. Shapiro, Esq., Goodman Shapiro & Lombardi LLC, Dedham, MA

Don't Get Caught Off Guard: Recent Changes in Condominium Project Lending

Given the critical role that Fannie Mae, Freddie Mac, the Federal Housing Administration, and the U.S. Department of Veterans Affairs play in mortgage lending for condominiums, following their project eligibility guidelines is essential for condominium associations, lenders, and investors. This session covers why Fannie, Freddie, FHA, and the VA ask for your condominium project information, what causes your association to lose eligibility for mortgage financing, best practices for getting approved and reapproved, and more.

Jacqueline Doty, CoreLogic, Rockville, MD; Sherri Hollenbeck, Fannie Mae, Los Angeles, CA; and Kevin Hickey, FreddieMac, McLean, VA

Obtaining Membership Approval: Overcoming Apathy, Anger and Arrogance

This high-energy presentation identifies how to overcome membership resistance or apathy to achieve important community association goals. Proposals requiring membership approval for capital improvements, special assessments, covenant amendments, and others can fail due to inadequate campaign strategies, misunderstanding of applicable legal requirements, membership antipathy towards boards and management, and viral online chatter. This session covers smart techniques to obtain membership support to help associations implement important community goals.

David J. Graf, Esq.*, Moeller Graf PC, Englewood, CA; Steven S. Weil, Esq.*, Berding Weil LLP, Walnut Creek, CA

Keep Your Stars Hitched to Your Wagon: Value the Human Element and Attract and Retain the Most Precious Asset

It's hard enough to find good employees; but once you do, what does it take to keep them? Great compensation is one thing, but a great workplace culture is everything. In this fun, interactive session, learn the importance of a workplace culture that values people and how to create one. Why? Valued employees value their clients.

Julie Adamen, Adamen, Inc., Poulsbo, WA; Rolf Crocker, AMS, Omni Community Management, Fair Oaks, CA

Friend or Foe: How to Work with Your Local and Regional Municipalities and Governmental Entities

Join a diverse panel for both association and local government perspective on how to approach unique municipality issues. Learn when to reach out to city or regional boards for local ordinances regarding enforcement mechanisms; whether your association should include governing document provisions or rules that address local codes and ordinances and where the authority originates; where to turn when your association needs information; and processes associations should follow when working with local city officials on real estate issues like
easements and planning commissions.

Joseph Brehm, City of Round Rock, Round Rock, TX; Wendy Bucknum, CMCA, AMS, PCAM, Associa Professional Community Management AAMC, Foothill Ranch, CA; and Steven A. Roseman, Esq., Roseman & Associates APC, Sherman Oaks, CA

10:30-12:15 p.m.

Opening General Session with Laura Stack

Funny, engaging, and full of real-life strategies that work, Laura Stack changes mindsets and attitudes to maximize productivity, strengthen performance, and get  the job done right. Everyone is so overwhelmed with demands today, and it's not uncommon for professionals to work 60 hours per week. Laura shows you how to scale back—"reduce, reduce, reduce" is her mantra—and separate the productive wheat from the nonproductive chaff, hone in on high-value tasks, protect the time to do them, and focus on their execution. You'll discover dozens of ways to shrink your to-do list, calendar commitments, distractions, interruptions, information overload, inefficiencies, and energy expenditures. You'll also learn how you can be more efficient, organized, and focused so you can achieve maximum results in minimum time, get out of the office earlier, and get home to the people you love.

Laura is a high-energy, high-content speaker, who educates, entertains, and motivates professionals to deliver bottom-line results. Laura has been featured nationally on the CBS Early Show, CNN, NPR, Bloomberg, the New York Times, USA Today, the Wall Street Journal, Entrepreneur, and Forbes magazine. 

3:15-4:05 p.m.

Legal Trends Managers Can't Ignore: Presented by CAI's College of Community Association Lawyers

Every manager needs to be aware of trends in the law that could impact his or her association. This session discusses legal developments and the actions managers need to take to avoid potential liability.

Steven S. Weil, Esq.*, Berding Weil LLP, Walnut Creek, CA; and Julie McGhee Howard, Esq.*, NowackHoward LLC, Atlanta, GA

Guns and Community Associations: Can They Ever Mix?

Join two attorneys and a senior manager for this interactive session discussion about guns within community associations. Learn about gun owner rights as presented in the  Second Amendment versus association rules; how concealed carry laws apply within associations; how associations can and cannot restrict guns; how those restrictions are enforced and how they can fail; and how associations can protect residents from potential gun violence within the community.

Michael C. Gartner, Esq., Whiteford, Taylor & Preston LLP, Falls Church, VA; Nicholas Mazzarella, CMCA, LSM, PCAM, Community Management Corp., Chantilly, VA; and Andrew J. Terrell, Esq., Whiteford, Taylor & Preston LLP, Falls Church, VA

Who's in Charge Here Anyway?  The Fine Art of Leadership

In this session, learn the elements of leadership for yourself and your board members and how to develop survival strategies for those times when it seems the inmates have taken over the asylum. This session covers board, committee, and management functions, practical tips on communications, setting good examples, creating positive energy, empowering others, and developing the skills needed to support and improve association operations—and make your life a lot easier!

Ellen Hirsch de Haan, Esq.*, Wetherington Hamilton PA, Tampa, FL; Jaime Soderland, PCAM, Management and Associates, Oldsmar, FL

10 Ways to Increase HOA Property Values

Location certainly is the most dominant influence on property value for all forms of real estate, but once the location factor is removed, is there anything that can be done to improve property value in an association governed community?

Robert Nordlund, PE, RS, Association Reserves Inc., Calabasas, CA

Social Media & The Communities We Serve

Statistics show more than 51% of Americans are social media users and that number continues to grow. Homeowners 65 years of age and over make up the fastest-growing segment online, which is great news for community managers because sharing information is no longer a costly process, but rather an instant way to communicate. Learn about which social platforms are the most beneficial for your community, how to ensure engagement, public relations best practices, monitoring social outlets for success, and creating a branded and cohesive message to keep residents in the know.

Emily Yost, MPS Financial, Rancho Santa Margarita, CA

3:30-4:30 p.m.
Business Partners Annual Meeting and Idea Exchange 

Business Partners only
Calling all CAI Business Partner members! Don’t miss this opportunity to exchange information on industry practices and standards and learn how others are addressing the situations you and your company face each day.

4:15-5:30 p.m.

Managers Annual Meeting and Open Exchange

Join community managers—portfolio, onsite, 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.

Steven Shuey, PCAM, Personalized Property Management Co., Cathedral City, CA

ShopTalk 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 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 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 Insurance

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.

ShopTalk Reserves

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

Friday, May 5

8:30-9:20

Toss The Box – It's Time for New Ways of Thinking

The community association industry is constantly evolving. Looking back to five years ago, the community association business landscape was much different than it is today—and imagine what it will look like five years from now. This session explores future trends that will affect those who live and work in associations, and new technology that will mobilize community association professionals in their day-to-day operations. The community association business of tomorrow won't look anything like it does today.

Stephen Gothard, East Hill Property Management, Chadds Ford, PA

Gender and Sexual Diversity in Community Associations

This panel presentation explores the unique issues and obstacles faced by transgender individuals and discusses emerging trends that affect community associations and transgender residents. Drian Juarez, a recognized expert on transgender issues, and CCAL attorney Jeffrey A. Beaumont, Esq., identify best practices for association operations that accommodate transgender residents and their legal right to live free of discrimination. The discussion also highlights relevant federal and state laws. 

Jeffrey A. Beaumont, Esq.*, Beaumont Gitlin Tashjian, Woodland Hills, CA; Drian Juarez, Los Angeles LGBT Center, Los Angeles, CA

Managing a Resort Community: Overcoming the Challenges of Seasonal Operations

For those who manage communities that revolve around seasonal activity, there are distinct challenges inherent to maintaining a functional and well-planned association: surges in employment, finding and keeping staff, budget considerations, interns, housing, pay scales, fluctuations in spending, and more. Join two neighboring beach community managers for an interactive, fast-paced discussion on how resort communities can prosper in a tourism environment while still focusing on property owners.

Donald Cheek, CMCA, AMS, Corolla Light Community Association, Corolla, NC; Heidi Corsello, CMCA, The Currituck Club Property Owners Association Inc., Corolla, NC

All In To Win Customer Loyalty: Lessons from White House Customer Rage Study

How easy is it to do business with your company or association? That's the "all-in" question from your customers or members. Learn about ways to measure your Customer Effort Score and the importance of delivering on your basic promises versus over-the-top, dazzling service experiences, and gain critical insight into customer service satisfaction trends and expectations as reported by the independent 2015 Customer Rage Survey. In this session, review a copy of the survey, explore its findings, and discover how to advance your company's or association's mission by leveraging customer or member experiences at every touch point.

Michael Rendon, Gate Sentry, Southlake, TX; Jack Wilkie, Jobs 4 America, Washington, DC

Aging Buildings: Strategies for Dealing with Extreme Renovation Projects

An interactive case study, this session covers laws on building inspections and repairs, how to deal with crises as an association, common legal issues associated with largescale renovations, the advantages and disadvantages of funding renovations using special assessments and loans, and how to handle political issues with owners and neighboring communities.

David A. Firmin, Esq., HindmanSanchez PC, Lakewood, CO; Scott J. Sandler, Esq.*, Sandler Hansen & Alexander LLC, Middleton, CT

9:30-10:20 a.m.

A Service Dog by Any Other Name

Service dog. Comfort animal. Emotional support animal. What's the difference? How can you tell? Let Custom K9 Services demonstrate the answer to your questions. Custom K9 Services supplies dogs to military and police departments across the U.S. and Canada, and has provided dog training seminars in 42 states and seven countries. Fielding calls regularly from community associations, they're aware of the questions you face. What's their advice to homeowner associations? Get an entirely new perspective on the service animal/comfort animal debate from the experts who work with real service animals.

Regulating Community Associations: Legislative Issues from Around the Country

CAI reviewed hundreds of bills in 2016 that could impact community associations. In this session, hear about trends, cases, and CAI policy positions that help steer legislation for community associations and professional management.

T. Peter Kristian, CMCA, LSM, PCAM, Hilton Head Plantation Property Owners Association, Inc., Hilton Head Island, SC; and J. David Ramsey, Esq., Becker & Poliakoff PA, Morristown, NJ

Drones & HOA's: What You Need to Know

As drones have increased in popularity, so have complaints from community association residents regarding privacy and security issues. In this session, learn about recent federal regulations that regulate this emerging technology as well as best practices for limiting association and board liability.

Javier B. Delgado, Esq., Carpenter Hazlewood Delgado & Bolen PLC, Tempe, AZ

Professionalism for the Industry (Presented by CAI Leaders)

Community Associations Institute has three distinct membership categories: Managers, Community Association Volunteer Leaders, and Business Partners. How the three groups interact and work together is essential for the overall success of CAI. This session, facilitated by members of the three Membership Representation Groups for CAI, engages audience members in a discussion on how each group can collaborate successfully.

Facilitated by Ursula Koenig Burgess, Esq.*, Rees Broome PC, Tysons Corner, VA

Where is the Talent?  The Challenges of Hiring and Keeping Quality Team

In this session, hear the challenges of finding, keeping, and empowering talent in the community association industry. Discussion topics include the benefits and challenges of the experienced manager vs. the "new blood" and how both can positively and negatively affect clients, strategies for talent acquisition, and how to keep employees engaged to prevent management burnout.

Nicole Washington, PhD, PCAM, Associa EMB Management, Bellevue, WA

10:30-12:15 p.m.

Friday General Session with Steve Gilliland

Through humor and reality-tested techniques, Steve Gilliland reveals the way to face conflicting demands in an unforgiving business environment that keeps getting tougher. From showing you how to ignite your passion to challenging you to never lose your focus, he releases an "explosion of enthusiasm" that is contagious. Steve will challenge you personally and professionally with concepts that are simple and easy to grasp, yet profound! With an appeal that transcends barriers of age, culture, and occupation—plus an interactive and entertaining style—Steve reveals how to open doors to success in your career, your relationships, and your life. Fasten your seatbelt and hold on as one of North America's premier speakers outlines a roadmap for success and shows you how to Enjoy The Ride.

Steve Gilliland, one of the most in-demand and top-rated speakers in the world, is recognized as a master storyteller and brilliant comedian and can be heard daily on SiriusXM Radio's "Laugh USA". Steve is a prolific, accomplished author, evidenced by four of his books—Enjoy The Ride, Making a Difference, Hide Your Goat, and Detour— perennially making the publisher's bestseller list and earning status as Author of the Year.

3:15-4:15 p.m.

International Session: Profiles of Community Association Managers Around the Globe

During this interactive session, leaders from around the world will engage and entertain you, sharing profiles and global perspective on a day in the life of a community association manager. During this interactive session, leaders from around the world will engage and entertain you, sharing profiles and global perspective on a day in the life of a community association manager.

Facilitated by Thomas M. Skiba, CAE, Community Associations Institute, Falls Church, VA; Denise Lash, Esq., Lash Condo Law, Toronto, Canada; Pepe Gutierrez, Megafincas, El Campello Alicante, Spain; and representatives from Australia; Dubai, UAE; South Africa; and U.S.A. 

Support Your Local Government: Synchronizing with Municipalities to Enforce HOA Governing Documents

Homeowners associations are small governments faced with problems traditionally overseen under municipality domain. To effectively address those problems, common-interest developments can and should lean on the expertise and resources of their local governments. This session features a panel discussion with a city manager, city attorney, and an HOA attorney to explain how associations and local governments can interact to effectively address issues like short-term rentals, granny flats, architectural issues, sober living homes, landscape maintenance, traffic, safety, and neighbor disputes.

A. Patrick Munoz, Esq., Rutan & Tucker LLP, Costa Mesa, CA; Frank J. Spevacek, City of La Quinta, La Quinta, CA; and Thomas Ware II, Esq., Kulik Gottesman Siegel & Ware LLP, Sherman Oaks, CA 

Basket Cases

In this riff on the popular Food Network television show, Chopped, learn about the "mystery ingredients" that fill a community manager's day with disputes. Based on actual settled cases, a manager and an attorney actively working in dispute resolution encourage audience members to judge for themselves the most appropriate and legal  resolutions for disputes related to ADA and FHA compliance, second hand smoke, water damage and repair, parking, pets, and more. The session includes information  on the types of solutions that are possible through mediation rather than litigation and suggestions for how to avoid conflict in the first place.

Vicki Eaton, CMCA, AMS, PCAM, Community Association Services, Gaithersburg, MD; Ruth Katz, Esq., Lerch Early Brewer Chtd., Bethesda, MD; and Aimee Winegar, CMCA, AMS, LSM, PCAM, Community Association Services, Inc., Gaithersburg, MD 

Who Wants to Be a Fully Protected Volunteer Board Member? The Claim Game

This session is an interactive game show on the topic of insurance coverage where board members, community association managers, and other community association professionals and volunteers can learn how this critical piece of the community association insurance and risk management puzzle works. The session will include a seasoned board member, community association manager, and attorney as "lifeline"
participants.

Joel W. Meskin, Esq.*, CIRMS, McGowan Program Administrators, Fairview Park, OH

Ignite: Entertaining Education in a Flash

This popular session gets creative using Ignite—multiple, short presentations in which speakers get five minutes to share personal or professional lessons, tips, and insights. Reflecting the Ignite motto of "Enlighten us, but make it quick," this session features eight unique presentations: Millennial Behavior, When Natural Disaster Strikes, HOAs Gone Haywire, Winning Isn't Everything, Transparency and Technology, Effective Mosquito Management, Watch Out! Electric Cars, A Little Psychology Goes a Long Way.

Matt Amoia, PayLease, San Diego, CA; Sara Eanni, ABI Insurance, Beaverton, OR; Jack Hanson, The Melrose Corporation, Orlando, FL; Michael Johnson, CMCA, AMS, PCAM, FCS Community Management, Draper, UT; Alex McCracken, Useful Systems Inc., Boulder, CO; John Phelps, SOLitude Lake Management, Virginia Beach, VA; Jerry Ringenberg, AMS, Fifteen Twenty-One Second Avenue, Seattle, WA; Thomas L. Willis, AMS, PCAM, Association Bridge LLC, Damascus, MD

Saturday, May 6

8 - 10 a.m.

Bonus Session: Free Yourself Up to Do Your Best Stuff with Alan Fine and Kregg Hale

End your conference with a bang on Saturday morning!
Join Keynote Speaker and New York Times Best-Selling author Alan Fine, and Community Association Management Executive Kregg Hale for a dynamic closing to the annual conference.

Alan is a pioneer of the modern day coaching movement for both business executives and professional athletes.  Kregg has a solid background in community association management, business leadership, and consulting for a wide range of organizations. Alan and Kregg combine for a unique perspective on leadership and the community association management industry.  Both have been highly-rated speakers at the annual CEO-MC Retreat, an executive-level event sponsored by CAI.

Kregg Hale, Alan Fine

*CCAL fellow

 

 

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