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Event Details

Taking and completing the CAI Board Leader Certificate Course (also known as the Board Leadership Development Workshop) is one of the requirements of earning the CAI Board Leader Certificate.


Whether you live in a condominium, homeowners association (HOA) or other type of community, the CAI Board Leader Certificate Course highlights what every board member needs to know to serve effectively. The course consists of five modules:


Brought to you virtually by the CAI CA North, BayCen and Orange County Chapters!


Topics Include:

  • Board Member Duties & New Legislation
  • Board Member Protections & Directors and Officers Insurance Coverage
  • Conflict Resolution
  • Ask the Attorney Panel


Register today!

Jan 26 & 27, 2023 (PST)

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Agenda

  • Day 1 (January 26, 2023)
    9:00 AM - 9:50 AMBoard Member Duties & New Legislation
    Board Member Duties & New Legislation

    Rolf Crocker

    OMNI Community Management, LLC

    Darren Bevan, Esq.

    Baydaline & Jacobsen LLP

    Jasmine Hale, Esq.

    Berding | Weil, LLP

    10:00 AM - 10:55 AMBoard Member Protections & Directors and Officers Insurance Coverage
    Board Member Protections & Directors and Officers Insurance Coverage

    Charlotte Allen

    Socher Insurance Agency

    Allison Andersen

    Angius & Terry, LLP

    Dave Miller

    Bolton & Co.

    Laurie Poole, Esq., CCAL

    Partner at Adams | Stirling PLC

    Day 2 (January 27, 2023)
    9:00 AM - 9:50 AMConflict Resolution
    Conflict Resolution

    Janet Quinn-Dennis

    Quinn-Dennis Mediation & Consulting

    Julia Souza

    10:00 AM - 11:00 AMAsk the Attorney Panel, Course Questions and Review
    Ask the Attorney Panel, Course Questions and Review

    Jasmine Hale, Esq.

    Berding | Weil, LLP

    Allison Andersen

    Angius & Terry, LLP

    Darren Bevan, Esq.

    Baydaline & Jacobsen LLP

    Laurie Poole, Esq., CCAL

    Partner at Adams | Stirling PLC

Speakers

  • Charlotte Allen (Socher Insurance Agency)

    Charlotte Allen

    Socher Insurance Agency

    Read Bio
  • Allison Andersen (Angius & Terry, LLP)

    Allison Andersen

    Angius & Terry, LLP

    Read Bio
  • Darren Bevan, Esq. (Baydaline & Jacobsen LLP)

    Darren Bevan, Esq.

    Baydaline & Jacobsen LLP

    Read Bio
  • Rolf Crocker (OMNI Community Management, LLC)

    Rolf Crocker

    OMNI Community Management, LLC

    Read Bio
  • Jasmine Hale, Esq. (Berding | Weil, LLP)

    Jasmine Hale, Esq.

    Berding | Weil, LLP

    Read Bio
  • Dave Miller (Bolton & Co.)

    Dave Miller

    Bolton & Co.

    Read Bio
  • Laurie Poole, Esq., CCAL (Partner at Adams | Stirling PLC)

    Laurie Poole, Esq., CCAL

    Partner at Adams | Stirling PLC

    Read Bio
  • Janet Quinn-Dennis (Quinn-Dennis Mediation & Consulting)

    Janet Quinn-Dennis

    Quinn-Dennis Mediation & Consulting

    Read Bio
  • Julia Souza

    Julia Souza

Tickets

Homeowner Leader Attendee
Member Price Complimentary
Standard Price $10
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