This is a past event. Registration is closed. View other CAI Orange County Regional Chapter events.

Event Details

Industry Related Educational Sessions & Trade Show

for Community Association Homeowner Leaders & Managers with an opportunity to earn 4 CEU's


Schedule of Events

9:00 a.m. Registration Opens

9:30 a.m. โ€“ 10:30 a.m. Concurrent Sessions

10:45 a.m. โ€“ 11:45 a.m. Concurrent Sessions

12:00 p.m. โ€“ 1:00 p.m. Keynote Panel with Lunch

1:00 p.m. โ€“ 3:00 p.m. Expo

3:15 p.m. โ€“ 4:15 p.m. Concurrent Sessions

4:30 p.m. Event Concludes


Sponsorships available for purchase at www.shopcaioc.org.

Note: Business Partner registration is only available participating exhibitors and sponsors.


The CAI-OC 2024 Symposium & Expo is approved for 4 CEUs by Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCAยฎ certification. Visit www.caionline.org/education for details. Registered attendees must check-in at registration and pick up their name badge to be awarded CEUs for this event.


By registering for and/or attending any CAI-OC event, I understand that publicity photographs and/or videos may be taken. I hereby give permission that photos and/or videos containing my likeness may be used. CAI-OCโ€‹ has a no-tolerance policy regarding suitcasing, please see the chapter website for more information about these policies.

Aug 29, 2024

9:00 AM - 4:30 PM (PDT)

Add to Calendar

Irvine Marriott
18000 Von Karman Avenue
Irvine, California

Show on map

Agenda

  • Main Schedule
    12:00 PM - 1:00 PMKEYNOTE SESSION The Real Cost is Right: Unveiling the True Price of HOA Projects
    Location: Catalina

    Welcome to an exclusive panel discussion where we’re taking a deep dive into the often-misunderstood world of HOA project costs. Inspired by the classic game show "The Price is Right," our expert panel will reveal the hidden factors that influence the price tags of your community's major projects. From unexpected expenses to the complexities of contractor bids, we'll break down what really drives the costs. Whether you're a board member, homeowner, or simply curious about how these projects impact your finances, this discussion is your chance to gain valuable insights and ask the questions that matter most. Don’t miss out on this eye-opening exploration into the true costs of HOA projects!

    Sandra L. Gottlieb, Esq.

    Founding Partner at SwedelsonGottlieb

    Dave Potter

    Executive Manager at Golden Rain Foundation - Seal Beach

    Kirk Watilo

    Richard Williamson

    Treasurer at San Lorenzo & Stadium Lofts Community Associations

    1:00 PM - 3:00 PMExpo
    RSS
    9:30 AM - 10:30 AMSpinning Success: Unlocking Community Assoc. Knowledge
    Location: RSS

    Prepare to engage in an exhilarating journey of discovery and empowerment in "Spinning Success: Unlocking Community Association Knowledge." This unique and interactive presentation is designed to equip attendees with the tools, insights, and strategies needed to thrive in the dynamic world of community associations.

    At the heart of this presentation is a captivating spinning wheel, adorned with around ten distinct topics ranging from governance fundamentals to innovative community engagement techniques. Select attendees will have a sticker on their chair and will be selected to spin the wheel. With each spin, participants will uncover a new facet of community association management, sparking lively discussions and deepening their understanding of key concepts.

    Presenters will provide rapid-fire responses, offering insightful perspectives, practical advice, and real-world examples to illuminate each topic. From navigating legal challenges to fostering a culture of inclusivity, "Spinning Success" covers the full spectrum of issues facing modern community associations.

    Whether you're a seasoned board member, a dedicated community manager, or an enthusiastic newcomer, this presentation offers something for everyone. By the end of the session, attendees will leave feeling inspired, informed, and empowered to drive positive change within their communities.

    Don't miss your chance to unlock the secrets of community association success. Join us for "Spinning Success" and take the first step towards a brighter future for your community association.

    Robert DeNichilo, Esq., CCAL

    Nordberg|DeNichilo, LLP

    Nicole Kardos

    VP of Training & Development at Optimum Professional Property Management, Inc., AAMC

    10:45 AM - 11:45 AMThe Price of Happiness
    Location: RSS

    Today’s community association world is often described as crazy. However, that doesn’t mean that you can’t be happy at what you do and bring greater happiness to those you serve, your coworkers, and anyone you impact. But, is there a cost for your happiness? During this fun, game show format class, experience how your mind impacts your perception of happiness and the fallacies about what you think makes you happy. Playing classic Price is Right games, attendees will learn 3 skills that they can use to create more happiness despite the crazy community association industry.
    Professionalism in the Industry

    Penny Manship, Esq.

    McKenzie Mena, LLP

    Amy Moore

    President at Vintage Group

    Loura Sanchez

    Keystone, AAMC

    3:15 PM - 4:15 PMThe Power of Preventative Maintenance: Navigating Changing Lending Insurance & Reserve Requirements
    RSS

    In this presentation, we address the evolving landscape of lending, insurance, and reserve study requirements impacting HOAs. We emphasize the crucial role of preventive maintenance in mitigating rising premiums and ensuring adequate coverage. By implementing preventive maintenance strategies, HOA boards can extend component lifespans thus reducing reserves, demonstrate active community upkeep to insurers, preserve eligibility for mortgage loans from lenders. Our focus is on offering practical strategies for HOAs to adapt to these changes while boosting property values.

    Scott Clements

    CEO of Reserve Studies Inc.

    Cory Neubauer

    Managing Partner at NEXTIER Insurance Services, Inc.

    David Rauch

    ProTec Building Services

    A-C
    9:30 AM - 10:30 AMLandslide and Earthquake Risk
    Location: A-C

    Landslides and slope failures seem to be a common occurrence these days. The recent events of Rancho PV landslides and the Surfside collapse in Florida have raised concerns about the structural stability of existing residential buildings and land. Dr. Khatri, PhD, SE has worked with Association clients for several decades and is a Structural Engineer with experience in all aspects of building design and construction. Dr. Khatri will present recent examples of structural investigations and practical solutions for repair and renovation. Attorney David Wankel will explain the Association’s duties and responsibilities, and Insurance Expert Michael Berg will help figure out how to pay for the mess that landslides and slope failures make.

    Michael Berg

    Owner at Berg Insurance Agency

    Dilip Khatri

    Khatri Int. Civil & Structural Engrs, Architects

    David Wankel

    Attorney at Iger Wankel & Bonkowski, LLP

    10:45 AM - 11:45 AMUp In Smoke! What are the Options for Associations During the Current Insurance Crisis?
    Location: A-C

    Up in Smoke! What are the Options for Associations During the Current Insurance Crisis - Discussion would include the current state of insurance, the impact of wildfires on the insurance market, ways associations can shift or reduce their insurance burdens, relevant CC&R provisions, and efforts by CAI-CLAC in Sacramento to address the crisis.

    John MacDowell, Esq.

    Fiore, Racobs & Powers, A PLC

    Mana Najafian

    Community Manager at FirstService Residential, AAMC

    Patrick Prendiville

    CIRMS at Prendiville Insurance Agency

    3:15 PM - 4:15 PMUnderstanding CTA for HOAs
    Location: A-C
    Join us for an insightful presentation on "Understanding the Corporate Transparency Act for HOAs." We'll break down key compliance requirements and the impact of the CTA on Homeowners Associations.. We will also cover Board Member concerns, updates on legislative efforts, ongoing litigation, and CAI's efforts to secure exemptions for HOAs from reporting requirements.

    Don't miss this opportunity to stay informed and ensure your Associations are fully prepared.

    Farrah Esquer

    CEO/President of Cardinal Property Management, AAMC

    Dirk Petchul, Esq.

    Founder of Whitney | Petchul

    Natalie Stewart

    CTA Review

    Catalina Ballroom
    9:30 AM - 10:30 AMPolitical Rallies at Your Front Door
    Location: Catalina

    This presentation will discuss:
    Politics in HOAs
    -What are the common issues?
    -Free Speech Protections and Limitations
    -First Amendment
    - Freedom of Speech-State Law Protections
    - Civil Code Section 4515
    -What does all this mean?
    -Governing Documents exceptions related to assemblies
    -How do you determine what is reasonable time, place and manner?
    -How to put this to work
    -Other restrictions
    -Candidate officials-Non-Commercial "Political" signs and other signage exceptions
    -CC&R prohibitions
    -Who controls the message?

    Tim Flanagan, Esq.

    Managing Partner and President at Flanagan Law, APC

    Shanne Ho

    ProActive Professional Management, AAMC

    Brian Moreno, Esq.

    Brian D. Moreno Law Corporation APC

    10:45 AM - 11:45 AMManaging Up
    Location: Catalina

    “Managing up" refers to the process of effectively and proactively managing the relationship with your board in a way that promotes mutual understanding, collaboration, and success. It involves taking the initiative to build a positive working relationship, understanding their expectations, and aligning your work and communication style to meet those expectations.

    Jeffrey Beaumont, Esq.

    Beaumont Tashjian

    Kara Foley

    The HOA Pros Podcast

    Martine Marin

    Seabreeze Management Company, Inc., AAMC

    Mike Perlof

    Sr. Director of Client Services at Fenton Grant Kaneda & Litt, LLP

Speakers

  • Jeffrey Beaumont, Esq. (Beaumont Tashjian)

    Jeffrey Beaumont, Esq.

    Beaumont Tashjian

    Read Bio
  • Michael Berg (Owner at Berg Insurance Agency)

    Michael Berg

    Owner at Berg Insurance Agency

    Read Bio
  • Scott Clements (CEO of Reserve Studies Inc.)

    Scott Clements

    CEO of Reserve Studies Inc.

    Read Bio
  • Robert DeNichilo, Esq., CCAL (Nordberg|DeNichilo, LLP)

    Robert DeNichilo, Esq., CCAL

    Nordberg|DeNichilo, LLP

    Read Bio
  • Farrah Esquer (CEO/President of Cardinal Property Management, AAMC)

    Farrah Esquer

    CEO/President of Cardinal Property Management, AAMC

    Read Bio
  • Tim Flanagan, Esq. (Managing Partner and President at Flanagan Law, APC)

    Tim Flanagan, Esq.

    Managing Partner and President at Flanagan Law, APC

    Read Bio
  • Kara Foley (The HOA Pros Podcast)

    Kara Foley

    The HOA Pros Podcast

    Read Bio
  • Sandra L. Gottlieb, Esq. (Founding Partner at SwedelsonGottlieb)

    Sandra L. Gottlieb, Esq.

    Founding Partner at SwedelsonGottlieb

    Read Bio
  • Shanne Ho (ProActive Professional Management, AAMC)

    Shanne Ho

    ProActive Professional Management, AAMC

    Read Bio
  • Nicole Kardos (VP of Training & Development at Optimum Professional Property Management, Inc., AAMC)

    Nicole Kardos

    VP of Training & Development at Optimum Professional Property Management, Inc., AAMC

    Read Bio
  • Dilip Khatri (Khatri Int. Civil & Structural Engrs, Architects)

    Dilip Khatri

    Khatri Int. Civil & Structural Engrs, Architects

    Read Bio
  • John MacDowell, Esq. (Fiore, Racobs & Powers, A PLC)

    John MacDowell, Esq.

    Fiore, Racobs & Powers, A PLC

    Read Bio
  • Penny Manship, Esq. (McKenzie Mena, LLP)

    Penny Manship, Esq.

    McKenzie Mena, LLP

    Read Bio
  • Martine Marin (Seabreeze Management Company, Inc., AAMC)

    Martine Marin

    Seabreeze Management Company, Inc., AAMC

    Read Bio
  • Amy Moore (President at Vintage Group)

    Amy Moore

    President at Vintage Group

    Read Bio
  • Brian Moreno, Esq. (Brian D. Moreno Law Corporation APC)

    Brian Moreno, Esq.

    Brian D. Moreno Law Corporation APC

    Read Bio
  • Mana Najafian (Community Manager at FirstService Residential, AAMC)

    Mana Najafian

    Community Manager at FirstService Residential, AAMC

    Read Bio
  • Cory Neubauer (Managing Partner at NEXTIER Insurance Services, Inc.)

    Cory Neubauer

    Managing Partner at NEXTIER Insurance Services, Inc.

    Read Bio
  • Mike Perlof (Sr. Director of Client Services at Fenton Grant Kaneda & Litt, LLP)

    Mike Perlof

    Sr. Director of Client Services at Fenton Grant Kaneda & Litt, LLP

    Read Bio
  • Dirk Petchul, Esq. (Founder of Whitney | Petchul)

    Dirk Petchul, Esq.

    Founder of Whitney | Petchul

    Read Bio
  • Dave Potter (Executive Manager at Golden Rain Foundation - Seal Beach)

    Dave Potter

    Executive Manager at Golden Rain Foundation - Seal Beach

    Read Bio
  • Patrick Prendiville (CIRMS at Prendiville Insurance Agency)

    Patrick Prendiville

    CIRMS at Prendiville Insurance Agency

    Read Bio
  • David Rauch (ProTec Building Services)

    David Rauch

    ProTec Building Services

    Read Bio
  • Loura Sanchez (Keystone, AAMC)

    Loura Sanchez

    Keystone, AAMC

    Read Bio
  • Natalie Stewart (CTA Review)

    Natalie Stewart

    CTA Review

    Read Bio
  • David Wankel (Attorney at Iger Wankel & Bonkowski, LLP)

    David Wankel

    Attorney at Iger Wankel & Bonkowski, LLP

    Read Bio
  • Kirk Watilo

    Kirk Watilo

    Read Bio
  • Richard Williamson (Treasurer at San Lorenzo & Stadium Lofts Community Associations)

    Richard Williamson

    Treasurer at San Lorenzo & Stadium Lofts Community Associations

    Read Bio

Documents

2024 Symposium & Expo Flyer
2024 Symposium The Real Cost is Right_ Unveiling the True Price of HOA Projects.pdf

Tickets

Homeowner Leaders, HOA Board Members & Community Managers

(Business Partner registration is only available participating exhibitors and sponsors)

Member Price $70
Standard Price $95
Sponsor/Exhibitor Additional Attendee

*Business Partner registration is only available for participating exhibitors and sponsors.

Member Price $95

Become a Sponsor

Sponsorships available at www.shopcaioc.org.

Menu