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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, planned development, or other type of community, the CAI Board Leader Certificate Course highlights what every board member needs to know to serve effectively.


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


Topics Include:

  • Finances and Reserves – Budget Season Starts Soon!
  • Preventative Maintenance, Deferred Maintenance, Full Replacement – the cost benefit
  • Governing Documents vs. New Legislation - legal authority for your association
  • Ask the Attorney Panel


Register today!

Jul 13 & 14, 2023 (UTC-07:00 PDT)

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Agenda

  • Day 1 (July 13, 2023)
    9:00 AM - 9:50 AMFinances and Reserves – Budget Season Starts Soon!
    Finances and Reserves – Budget Season Starts Soon!

    Robert Browning, PCAM, RS

    Founder & Owner of Browning Reserve Group

    Stefan Murphy

    Business Development and Marketing Manager at Allied Trustee Services

    Daniel Heaton

    Senior Associate at Nordberg | DeNichilo, LLP

    10:00 AM - 10:55 AMPreventative Maintenance, Deferred Maintenance, Full Replacement – the cost benefit
    Preventative Maintenance, Deferred Maintenance, Full Replacement – the cost benefit

    Bill Mann

    President at The G.B. Group, Inc.

    Richard Williamson

    Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

    Day 2 (July 14, 2023)
    9:00 AM - 9:50 AMGoverning Documents Vs New Legislation - legal authority for your association
    Governing Documents Vs New Legislation - legal authority for your association

    John Hansen, Esq.

    Partner at Baydaline & Jacobsen LLP

    Deon Stein, Esq.

    CEO of The Law Offices of Deon R. Stein

    Mike Kennedy, Esq.

    Partner at Berding | Weil, LLP

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

    Darren Bevan, Esq.

    Baydaline & Jacobsen LLP

    John Hansen, Esq.

    Partner at Baydaline & Jacobsen LLP

    Deon Stein, Esq.

    CEO of The Law Offices of Deon R. Stein

    Mike Kennedy, Esq.

    Partner at Berding | Weil, LLP

    Daniel Heaton

    Senior Associate at Nordberg | DeNichilo, LLP

Speakers

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

    Darren Bevan, Esq.

    Baydaline & Jacobsen LLP

    Read Bio
  • Robert Browning, PCAM, RS (Founder & Owner of Browning Reserve Group)

    Robert Browning, PCAM, RS

    Founder & Owner of Browning Reserve Group

    Read Bio
  • John Hansen, Esq. (Partner at Baydaline & Jacobsen LLP)

    John Hansen, Esq.

    Partner at Baydaline & Jacobsen LLP

    Read Bio
  • Daniel Heaton (Senior Associate at Nordberg | DeNichilo, LLP)

    Daniel Heaton

    Senior Associate at Nordberg | DeNichilo, LLP

    Read Bio
  • Mike Kennedy, Esq. (Partner at Berding | Weil, LLP)

    Mike Kennedy, Esq.

    Partner at Berding | Weil, LLP

    Read Bio
  • Bill Mann (President at The G.B. Group, Inc.)

    Bill Mann

    President at The G.B. Group, Inc.

    Read Bio
  • Stefan Murphy (Business Development and Marketing Manager at Allied Trustee Services)

    Stefan Murphy

    Business Development and Marketing Manager at Allied Trustee Services

    Read Bio
  • Deon Stein, Esq. (CEO of The Law Offices of Deon R. Stein)

    Deon Stein, Esq.

    CEO of The Law Offices of Deon R. Stein

    Read Bio
  • Richard Williamson (Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association)

    Richard Williamson

    Treasurer at San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

    Read Bio

Tickets

Homeowner Leader Attendee
Member Price Complimentary
Standard Price $10

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