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.


CAI-OC HOA U is approved for 2 CEUs per class or 8 CEUs for the entire series by Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification. Visit www.caionline.org/education for details. Registered attendees must check in to be awarded CEUs for this event.

Agenda

  • Oct 2, 2024

  • Oct 9, 2024

  • Oct 16, 2024

  • Oct 23, 2024

6:00 PM - 8:00 PM
Insurance
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 associ...
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.
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Speakers

  • Sean Andersen (President at Association Reserves Orange County)

    Sean Andersen

    President at Association Reserves Orange County

  • Michael Berg (Owner at Berg Insurance Agency)

    Michael Berg

    Owner at Berg Insurance Agency

    https://berginsurance.com/

    Michael Berg, MBA, CIRMS, CMCA, EBP – Owner of Berg Insurance Agency – has been a licensed insurance agent and member of the Berg Insurance Agency since 1999. After receiving his degree in Earth Sciences from the University of California, Santa Cruz, Michael worked for a local geotechnical firm as a Staff Geologist before joining the agency. Michael has since graduated with honors from Chapman University where he received his Master of Business Administration. He is very active in CAI, having served on the CAI Orange County Chapter board for six years (CAI-OC Chapter President – 2016; May Russel Award Winner 2018). He prides himself on providing service above and beyond what is typically expected, writing articles for newsletters and attending membership meetings to answer questions and educate the memberships.

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  • Greg Borzilleri (Accurate Termite & Pest Control)

    Greg Borzilleri

    Accurate Termite & Pest Control

  • Sabrina Davoodian (Powerstone Property Management)

    Sabrina Davoodian

    Powerstone Property Management

  • Daniel Heaton (Nordberg|DeNichilo, LLP)

    Daniel Heaton

    Nordberg|DeNichilo, LLP

    Daniel C. Heaton, Esq. is a Senior Associate at Nordberg | DeNichilo, LLP, providing counsel to Boards and professional managing agents, as well as handling enforcement and litigation matters for his clients. His practice includes analyzing and interpreting the scope of his association clients’ duties and obligations under applicable statutes and their respective governing documents, evaluating and resolving homeowner disputes and assisting in the enforcement of CC&Rs and association rules, and navigating complicated areas of corporate governance. (www.ndhoalaw.com)

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  • Dyanne Peters (Senior Attorney at Tinnelly Law Group)

    Dyanne Peters

    Senior Attorney at Tinnelly Law Group

    Dyanne L. Peters is a senior attorney with Tinnelly Law Group. Dyanne received her Juris Doctorate degree from the University of San Diego School of Law with a concentration in Business and Corporate Law. In law school, Dyanne founded and led as President the Real Estate & Land Use Society and served as the Chief Comment Editor of the San Diego International Law Journal.

    Dyanne served as a mentor in Law School, and additionally received Pro Bono Recognition for service to the community. She was awarded a merit scholarship, the Student Leadership Scholarship in 2014 and 2015, and the Irvin and Eleanor B. Kahn Endowed Scholarship.

    Dyanne previously interned for the San Diego City Attorney's Office in the Land Use Division and clerked at Lounsbery Ferguson Altona & Peak, L.L.P., a land use and real estate firm. Before passing the bar, Dyanne also worked as a law clerk for a common interest development firm in Southern California. Dyanne is currently admitted to practice in all California courts and in the Southern and Central district courts.

    As part of the CAI-OC Education Committee, Dyanne teaches community leadership and other educational programs and has published many industry-related articles.

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  • Karen Thompson (Regional Director of Keystone, AAMC)

    Karen Thompson

    Regional Director of Keystone, AAMC

  • Constance Trinh (Whitney | Petchul)

    Constance Trinh

    Whitney | Petchul

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

    Richard Williamson

    Treasurer at San Lorenzo & Stadium Lofts Community Associations

    Richard Williamson serves on multiple community associations board of directors in Orange County in the roles of board treasurer and secretary. He leads annual budget development and financial investing for those associations and is an active member of the CAI-OC Education and Publications committees. He co-presented the Financial Investing for the Future of Your Association course to CAI-OC members in November 2022.

    Richard earned Bachelors and Masters Degrees at the University of Delaware in mass communications and journalism. His career experience includes public relations, marketing, and business development, systems of systems program management, cyber security and policy management, and future systems capability developmental planning.

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Documents

HOAU Social Media Post fall 2024 wth sponsors and new date.jpgdownload

Tickets

Attendee
Member Price Complimentary
Standard Price $100