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Education Session Descriptions


View the full event brochure​.

​​​​thursd​ay, October ​13

7:30 a.m.-4 p.m
7:30-8:45 a.m.
​9:00- Noon​
​Welcome and Opening General Session: 2022 Check-In: Tracking Changes in Community Associations—Condominium Safety, Fannie Mae and Freddie Mac Guidelines, Manager Well-being, DEI, and More

Every year brings change to the community association housing model, but 2022 has brought a remarkable number of transformations. During this session, CAI leaders review significant changes influencing your community association management firm, your employees, and your clients.

Join CAI's Thomas M. Skiba, CAE, chief executive officer, Dawn M. Bauman, CAE, senior vice president, government and public affairs, and Jessica Towles, president of the Board of Trustees, for an engaging dialogue. Hear about new federal and state legislation and CAI initiatives following the condominium collapse in June 2021 at Champlain Towers South in Surfside, Fla., and examine how new Fannie Mae and Freddie Mac lending questionnaires are affecting condominium communities. The tragic shooting death of a community association manager in August has board members and managers rethinking operations and doing more to address mediation, mental health, and community safety. Diversity, equity, and inclusion aren't just buzzwords. We'll discuss how inclusion has never been more important and why building a workplace of belonging is good for your business.
These topics and more will help you sharpen your analytical skills and give you the right tools to prepare for what's to come. Knowing the past, understanding the present, and looking to the future will help you make the right decisions for your company and your clients.​ Dawn Bauman, CAE, Senior Vice President, Government & Public Affairs, CAI
Jessica Towles, CMCA, AMS, PCAM, President, CAI Board of Trustees
Thomas M. Skiba, CAE, Chie​​f Executiv​e Officer, CAI​

​Noon-1 p.m. 
​Lunch and Networking in Sponsor Lounge
1:00 – 4:00 p.m. 
*NEW* Business Building Workshop: Take Your Business to the Top

Are you struggling to manage the constant changes in our industry? Is it hard to find and retain top talent? Is the current economic outlook freaking you out?

Richard Palmer-Smith hosts a business-building ​workshop with proven solutions to help with all these top-of-mind issues and more. At this interactive workshop, you'll walk away with your own workbook filled with tools that are instantly implementable into your business, the opportunity to mindshare and build off each other's perspectives, an understanding of how to build your business for both growth and control, strategies for driving accountability throughout your organization, tools to align your team on your company's biggest priorities, and much more.

Get a jumpstart on the tools and perspectives that will be covered and learn more by reading Pinnacle: 5 Principles for Taking Your Business to the Top of the Mountain
Richard Palmer-Smith, Boulder, Colo.

Bio: Richard has owned his own company since the age of 16. At 19, he moved to Boulder, Colo., to attend the University of Colorado and started a construction company in 1993 to pay for tuition and living expenses. Learning from his experiences and mistakes, he began consulting with business owners and C-suite leaders to help them avoid the same mistakes. Since then, he has helped 500+ business leaders create healthy and functional teams within their companies and drive big profits. Richard became a founding member of Pinnacle Business Guides in 2021 and is committed to helping guide his clients through the common pitfalls that come along with the journey to the top. ​

​4:00 p.m. 
​Adjourn for the Day

​​friday, October 14

​​7:30 a.m.-4 p.m
7:30-8:45 a.m.
​9:00-10:30 a.m.
​Welcome Announcements and Genearal Session with Anthony Huey

Are You Ready? Don't Let 30 Years of Hard Work Get Destroyed in 30 Seconds

Somewhere within every management company, a crisis could be waiting to happen—maybe tomorrow, maybe next year, or even in five years. You can't be sure what the crisis will be or when it will strike, but you can be sure that a crisis will put your organization's hard-earned image and reputation up for grabs. The old adage, “Perception is reality," has never been more true than in today's superficial, hyper-critical, and social media-driven world. This timely and highly entertaining presentation offers actionable keys to swaying internal and external perception during a negative event. You'll learn how to arm yourself with a reputation-saving crisis response framework, gain 10 battle-proven tips to survive any crisis and live another day, discover how to control social media when things get tough, buy your team time when the hard questions get asked, overcome the biggest mistake companies make in a crisis, and more.

Learning Keys:
•  Arm yourself with a reputation-saving crisis response framework.
•  Gain 10 battle-proven tips to survive any crisis and live another day.
•  Discover how to control social media when things get tough.
•  Buy your team time when the hard questions get asked. 
•  Overcome the biggest mistake companies make in a crisis.
•  Learn how to easily “plug the holes' in your current crisis plan. 
•  Understand how to win in the court of public opinion.

​​10:45 a.m. - Noon
Concurrent Education Sessions

A Case Study in Manager Burnout: Recognizing and Constructively Responding to Employee Mental Health

Community association management selects high performers who can lead, get things done, and solve problems. They often work themselves so hard they burn out, are forced to take medical leave, quit their jobs, and even contemplate suicide. These high performers often are diagnosed with a medical condition known as high-performing depression. This critical human issue of mental wellness is made worse by the pandemic, more difficult customers than ever, the great resignation, and the looming recession. Listen to a first-hand account of a community association manager, learn how to spot and manage the issues, and get the information you need to develop wellness programs to help your company, community association, and employees. 

Bill Overton, PCAM, DRM-Palm Desert, Palm Desert, Calif.

Suggested Reading in Advance:




Bio: Bill Overton is a 35-year community association management professional, has worked as an association management company leader and consultant, and eventually matriculated into high-end master-planned community management. He recently retired after 25 years serving on the CAI faculty. A contributing editor for Common Ground magazine for more than 20 years, Bill also served on the CAI South Arizona Chapter and CAI Board of Directors. A writer, educator, and national conference speaker, ​Bill is a three-time CAI award winner—Author of the Year (1998), Educator of the Year (1997), and Outstanding Volunteer Service (2006).

Automation & Outsourcing: Solve Staffing Issues While Achieving Greater Profits 

The key to maximizing your profits is finding the most efficient way to accomplish your scope of work with communities. This session will cover how to use automation and outsourcing to not only cut down on the cost needed to deliver your service but also how to need less staff. Presenters will walk through what needs to be in place for your company to be successful, which areas should be automated and outsourced first, and provide tools to help you get started or add to your current efforts. The most profitable companies have already implemented what will be shared in this session. Don't get left behind!

Adam Balkcom, AssociationPrime powered by SouthState Bank & CAM Leadership Institute, Atlanta, Georgia​
Ben Rhodes, CMCA, AMS, PCAM, CAMS, Western Region of North & South Carolina
Rob Buffington, CMCA, Gordian Staffing, Elkhorn, Neb.​

Applying Business Building Tools to Community Association Management: Real World Examples

During this panel session, hear from Scott Wolf and Ben Currin about their experiences implementing the tools discussed during Thursday's keynote session with Richard Palmer-Smith. Take a deep dive into understanding their unique journeys, the challenges each has faced, and how implementing these practical concepts has impacted their individual businesses. Lastly, discuss tips and pointers that are unique to community association management and what to pay attention to as you implement these tools and concepts into your business. 
Gordon Caudle, Pinnacle Business Guide, Durham, N.C.
Ben Currin, Vantaca, Wilmington, N.C.
Scott Wolf, CMCA, AMS, PCAM, Brigs, Boston

Noon – 1:00 p.m. 
​Lunch and Networking inside CEO Lounge
1:00-2:15 p.m.
​Repeat the concurrent education sessions
2:15-2:30 p.m. 
​Break & Networking
2:30-4:00 p.m. Large Group Facilitated Discussions


​Happy Hour
Sponsored by AppFolio Inc.​, Axos Bank and Corporate Spending Innovations
​​4:00 p.m.
​Adjourn for the Day

​​saturday, october 15

​Breakfast & Networking
​10:00 a.m.
​Retreat Adjourn