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Event Details

Designed for homeowner volunteer leaders and others in community association management, this comprehensive program will guide you through key issues in association management today.

Mar 7 - 28, 2023 (PST)

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CAI-Orange County Chapter Office
1971 E. 4th St., Ste. 280
Santa Ana, CA
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Agenda

  • Day 1 (March 7, 2023)
    6:00 PM - 8:30 PMCommunity Association Law
    Attorney faculty members will be focusing on elements of proper CC&R and rules enforcement, important cases and changes in the current laws.

    Daniel Heaton, Esq.

    Senior Associate at Nordberg | DeNichilo, LLP

    Constance Trinh, Esq.

    Attorney at Whitney | Petchul

    Day 8 (March 14, 2023)
    6:00 PM - 8:00 PMFinances & Reserve Studies
    Topics include practical financial statement
    interpretation, association budgeting, year-end audits, investment options, income taxes, component inventory, condition assessment and operating funds versus reserve funds.

    Sabrina Davoodian

    Mallory Paproth

    SCT Reserve Consultants, Inc.

    Day 15 (March 21, 2023)
    6:00 PM - 8:00 PMInsurance
    A straightforward approach to the things you need to know about HOA insurance. This course uses real world examples to help keep clear what can be a confusing aspect of operating your association while diving into board member responsibilities, liabilities and protection.

    Karen Thompson

    Keystone, AAMC

    Patrick Prendiville

    CIRMS at Prendiville Insurance Agency

    Day 22 (March 28, 2023)
    6:00 PM - 8:00 PMMaintenance, Construction Contracts & Bidding
    Maintenance responsibilities focusing on contracts, bidding requirements - a timely and critical topic for boards and community managers.

    Karen Thompson

    Keystone, AAMC

    Dyanne Peters

    Delphi Law Group, LLP

Speakers

  • Sabrina Davoodian

    Sabrina Davoodian

  • Daniel Heaton, Esq. (Senior Associate at Nordberg | DeNichilo, LLP)

    Daniel Heaton, Esq.

    Senior Associate at Nordberg | DeNichilo, LLP

  • Mallory Paproth (SCT Reserve Consultants, Inc.)

    Mallory Paproth

    SCT Reserve Consultants, Inc.

  • Dyanne Peters (Delphi Law Group, LLP)

    Dyanne Peters

    Delphi Law Group, LLP

  • Patrick Prendiville (CIRMS at Prendiville Insurance Agency)

    Patrick Prendiville

    CIRMS at Prendiville Insurance Agency

  • Karen Thompson (Keystone, AAMC)

    Karen Thompson

    Keystone, AAMC

  • Constance Trinh, Esq. (Attorney at Whitney | Petchul)

    Constance Trinh, Esq.

    Attorney at Whitney | Petchul

Documents

HOA U Spring 2023

Tickets

Attendee
Member Price Complimentary
Standard Price $100
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