Conference Breakout Sessions


2020 Annual Conference Breakout Education Sessions

This year's conference offers six (6) education breakout sessions on Thursday, July 9, 2020. Attendees will not be able to pre-register for breakout sessions. Attend the sessions of your choice. Managers who attend sessions below will earn 1 hour of continuing education credit per session. Be sure to check in at the session to receive credits.

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Breakout Educational Sessions I (pick one) 9:00 AM to 10:00 AM

Session 1: Board Governance Issues: How to Protect the Board and Association From Liability
Presented by David Dahan, Esq., Hyland Levin Shapiro LLP

Learn the formalities of how to conduct yourself as a Member of the Board.  You now wear two hats - one as an owner and one as a Member of the Board.  While you may have good intentions to make the community a better place to live, liability can be lurking around the corner if you do not have a good team in place, follow the governing  documents and law and manage the Association as a non-profit business.  Oh, and that liability may be personally against you!

Session 2: Beyond Routine Maintenance: Roadmap to a Successful Building Envelope Restoration Program
Presented by:  Allen Roth, Joseph B. Callaghan, Inc. 

Building envelope damage and water intrusion can cause major disruptions to a condominium's residents, staff, and maintenance team. When the building envelope damage is beyond routine maintenance and becomes a potential public safety concern, a restoration program would greatly benefit and protect the building's investment.  There are several key factors to consider when developing a successful building envelope restoration program including long-term objectives, material life expectancy, aesthetics, impact on building operations, and budgets. Finalizing a comprehensive budget-sensitive program can be challenging and requires a knowledge of the in-situ building envelope construction. With many unknown or unforeseen conditions, it is important to understand what factors to consider when working on an existing building.  The goal of the presentation is to educate facility managers on various facade building materials, their behavior, and the importance of proper system interface.

Session 3: Green Bananas: Investing in the Future
Presented by: David Chesky, The Falcon Group & Josephine Wolf, Esq., Clemons Richter & Reiss

Do you avoid buying green bananas for fear that you might not be around to see them ripen? Fifty-five is young, yet some age restricted communities face the perennial challenge of convincing owners to fully fund reserves for future capital investments that they might not be around to enjoy. This presentation will provide insights on how to overcome this challenge including a discussion of the ramifications of not following fiduciary responsibility for the long-term life of the association, how reserves impact the budget and ensure the association will have the funds for capital improvement projects as they arise, and how those on fixed incomes can relax without having to fear the dreaded special assessment. 

Breakout Educational Sessions II (pick one) 10:15 AM to 11:15 AM

Session 1: BOARDS! Avoid These Privacy Pitfalls
Presented by: Richard B. Linderman, Esq., Ansell Grimm & Aaron; Heather Dombach, Associa MidAtlantic, AAMC

Volunteer members of condominium and HOA boards have a lot to worry about.  But in today’s technology besieged world, protecting the privacy of your residents raises all new issues and potential traps. This session will answer these privacy questions:

  1. What steps does your Association take to protect sensitive information collected regarding its residents?  What privacy violations can make a board member personally liable?
  2. How are confidentiality provisions applied to board members? 
  3. What type of rule violations can be disclosed to the community and how may those disclosures be made?  
  4. Discussing best practices in handling privacy expectations and sensitive information by your board.  

And much more!

Session 2: From Gibberish to Genius: Understanding Key Legal & Insurance Terms
Presented by:  Matt Collins, Esq., Stark & Stark & Robin Barlow, CIRMS, NFP Barlow

When it comes to confusing jargon, insurance coverages, options, and terminology may seem daunting but it doesn’t have to be. Join us for this session that will cut away the gibberish and make it all make sense.

Session 3: Budget Security for Your Community Trees - Is It Possible?
Presented by: Rick Close, The Davey Tree Expert Company

The management and maintenance of a community's large number of trees usually takes a 'back-seat' to other landscape components such as the annual lawn mowing, mulching of beds, and flower plantings.  What can occur is that the tree population is essentially ignored until the trees have grown to a large size and they become nuisances to residents, or even worse, a severe storm comes along resulting in serious tree and property damage. Unfortunately, with many managed communities, the trees are then frequently dealt with on a strictly reactionary basis. The community’s annual budget then takes an unplanned “hit”, forcing the board and property managers to draw funds from other areas of the budget to cover these unplanned-for costs. But, there is a better way - a way of consistently maintaining your trees within a defendable, intelligently created annual budget based on facts. This is achieved through a professionally done tree inventory and tree management plan.

Education Sponsors

BELFOR_transparent_white_outline Bustamante_Logo_Final  Assured_Lindsay  NCB

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