Click here to access the online classroom for Live and On Demand Programs
Tune in to CAI's Lunchbox Learning online educational seminars for homeowner leaders and community association managers. Have lunch while learning at your desk! Click here for the library of on demand digital learning programs. You can view these programs from the comfort of your office or home. Managers receive continuing education credit for these programs.
Registration Fee CAI Members - $35; $50 for non-members of the PA/Delaware Valley Chapter of CAI
On Thursday, March 5, we launched our new online members-only community via YourMembership, an association management system (AMS). Your login password has changed as a result of this update. Your new password is: CAIPDV2020. You should immediately update your password as soon as you login.
Upcoming Lunchbox Learning Program:
Coronavirus Q&A: A Legal Perspective for Community Associations
This is a MEMBERS ONLY live webcast. The live webinar will be recorded and the on demand version will be made available to members and non members at no charge.
The onset of the Coronavirus pandemic has raised all sorts of issues for community associations, including legal ones. This situation has strained the authority in governing documents and statutory requirements on how community associations are supposed to operate. This webinar and Q&A will provide guidance on the following legal issues:
- What are the legal impacts of the virus on associations?
- What are the association, board and management roles?
- What communications are required or permitted?
- How do associations continue to operate (assessments, meetings, compliance)?
- How do we keep the peace during this time of crisis?
Time will also be set aside during the webinar for your questions.
Hal Barrow, Esq., Barrow | Hoffman
Geogre Greatrex, Esq., Hill Wallack
Stefan Richter, Esq., Clemons Richter & Reiss
Steven L. Sugarman, Esq., Steven L. Sugarman & Associates
Registration: Free for CAI members. This is a MEMBERS ONLY live webcast. The live webinar will be recorded and the on demand version will be made available to members and non members at no charge.
When: Thursday, April 2, 2020 • 12:30 p.m. - 2:00 p.m.
On Demand Digital Learning
The digital learning programs below are available for viewing at your convenience. Once you complete the registration process, you will have 60 days access to the online program. Managers receive continuing education credit for each program. Once you have viewed the digital learning program and completed the survey, you will see instructions on how to receive your continuing education credit and certificate.
Click here to access the online classroom
Visit the Online Store to register for these on demand programs:
Bids & Contracts: How to find the Right Professional
Writing bid specifications and choosing the right professionals for your community association is not a simple task. This presentation will provide you with the information you need to write simple, effective specifications and contracts, evaluate professionals interested in working for your association, and select the right professional for your community.
Budgeting for Associations
The budgeting process is key to successful association management. This program outlines procedures which can be used for accurate budgeting and planning and tools that can be used in assisting with the process. Successful budgeting can assist associations in achieving stable assessments, help forecast future needs and plan accordingly.
Board Member Ethics & Conflicts of Interest
Community association volunteer leaders have a special responsibility to the association and the owners they serve. This webinar will discuss board member fiduciary duties under statutes, association bylaws provisions and the business judgement rule. The program will also cover the topics of self-dealing and fraud and how to separate personal versus association concerns and areas of potential conflicts of interest.
Choosing Legal Counsel & Other Professionals
Choosing an auditor, attorney, insurance provider or other professionals for your community association is not a simple task. This presentation will provide you with tools to evaluate various professionals that you need to successfully manage and govern your community as well as the information you need to understand and negotiate professional service agreements.
Creating a Board Orientation Program
It doesn't matter if you have 10 units or 10,000. Every community association regardless of size needs a board orientation program. The objective of a board orientation program is to bring new board members up to speed in a timely manner, provide an orientation prior to a new board member's first meeting, and serve as a refresher course for current board members. This webinar will review key elements of an effective board orientation program.
Critical Elements of the Resale Disclosure Process
The Resale Certificate, mandated in state statutes, is a critical and often misunderstood component in any real estate transaction involving a planned community home or condominium or co-op unit. This webinar will cover critical questions like what should be included in the disclosure certificate, what the deadlines are, who is responsible for providing the information and how much a community can charge for producing the documents.
Cyber Slip & Falls: Community Associations and Cyber Exposures
For years, physical risk management has been the main focus for community associations and business partners. However, the electronic world has allowed for an ease of doing business but at the same time a new and potentially detrimental landscape. Our goal here is to promote interest and awareness of some basic risk management tools for your associations to explore and some insights of how insurance has adjusted to this landscape, not only through new products but exclusions on existing policies.
Dos & Don'ts of Due Process: Ways to Strengthen Your Internal Enforcement Proceedings
This webinar presentation will discuss the fundamentals of due process, its statutory requirements, and the need for clear guidance in a community’s governing documents, and provide guidance on how to create a new policy. Proposed questions for attendees will deal with: fact gathering, clarity of documents, adoption of policy, interaction with bylaws, citation forms, timing, use of counsel, hearing procedure, fairness, hearing committees, appeals, Court remedies, and defining goals.
Elements of Contract Review
Before you sign, are you confident that your contract is correct and provides the services you are seeking? This presentation will provide the tools you need to evaluate contracts; including defining the scope of work, important elements to every contract, safeguarding against disputes and breaches and how to prevent fraud. (This course will be available shortly)
Ethics in Collections & Bankruptcy
For managers, board members and attorneys, the trial presentation of a collections case is a great deal of work. This webinar will explore ethical issues that could arise in collections and bankruptcy cases and that need to be considered for a successful trial.
Exterior Maintenance: Assessing, Planning, Executing
Comprehensive condition assessment programs are a critical early component to an integrated approach to maintenance planning and implementation. Key tasks for these complex projects include general investigation, condition assessment, ongoing maintenance, serviceability, trouble-shooting, and leakage remediation. This webinar help you successfully plan and execute your next exterior maintenance project.
Fiduciary Duty: Obligations of Community Association Volunteers
Learn about the obligations of serving as a board member in your community association, including Fiduciary Duty, the Duty of Care and the Duty of Loyalty as they relate to board members in community associations.
Getting to Yes Before Getting the Subpoena: Obligations of Community Association Volunteers
Sometimes you just have to sue (or be sued), but most times the better strategy is avoid the courthouse like the plague. Why? How? This webinar will provide time tested dispute resolution tips and participants will leave with an understanding of why ADR should be part of a community association's ABC's.
Get It Together: The Logistics of Project Management
Projects require an effective program of management to minimize risks and exposure, expedite the schedule, and maintain established budgets and quality controls. Construction administration & project management services assist associations, owners and contractors in optimizing projects from concept through completion. When the proper professionals are involved in your project, you can expect to maintain quality and timeliness throughout the process. Prepare your management team with practical decision-making processes and the proper tools for project management tasks.
Go Green to Save Green
This webinar will answer the question - is energy efficiency real - and prove how your community can achieve savings. Speakers will discuss rebate programs, the ease with which your buildings can achieve efficiency, budget reductions for utility line items, and will examine several case studies. This webinar will be of particular interest to mid and high rise buildings and large scale communities with expansive facilities and clubhouses.
Interpreting Your Reserve Study and How to Fund It
This webinar will walk you through all you need to know about how reserve studies work, why they're so important to community associations and how to fund a reserve study without breaking the bank.
Knowledge is Power: Periodic Facade Maintenance
Facade related emergencies can be prevented with regular facade condition assessments and maintenance. A facade condition survey evaluates most all elements of the building envelope including the walls, windows, and roofing terminations and identifies distress and deficiencies in the facade construction that could lead to emergency situations. This presentation explores the exterior building envelope, the importance of surveys, touching on the periodic maintenance code and the outcomes of a condition survey. You'll understand the ins, outs, and quirks of your building that will serve you well in long term decision-making. (This course will be available shortly)
Making Better Meetings
Association meetings, especially Owners meetings, don't have to be formal, drab or boring. Proper planning can make them more interesting, more attractive and more effective. Good preparation can also help avoid confrontations and arguments. Attendees will learn techniques for presiding over meetings that foster communications and avoid arguments.
Property & Association Insurance: The Basics
Get up to date with Property & Liability Coverage for associations. This overview will touch on building coverage, property deductibles, liability insurance (including cyber liability) and workers compensation coverage. Learn why certain coverage should always be purchased but is not always provided.
Rules of Order for Association Meetings
Community Associations are democracies in the truest sense of the word. But to prevent anarchy, rules of order for association meetings are necessary and important. This presentation will offer basic information on the processes, procedures and rules of order to successfully conduct board, annual and special meetings of your association.
Rules Enforcement in the Community Association
Rules are essential in community associations for the same reason that laws are important in society. Rules provide certainty and order, clarify provisions found in the governing documents, and protect commonly-owned resources and property values. But unless your rules are enforced in a uniform and effective way, they will not accomplish the above objectives. This presentation offers guidance on how to enforce rules, conduct hearings and maintain order in your community.
Reducing Tree Damage & Liability from Storms
Storms can be costly, particularly when they involve tree damage. Learn how you can protect your properties from large storm damage bills, reduce your liability and keep residents safe and secure. This is a perfect example of how an ounce of prevention can dramatically impact your operating budget and reserve funds.
The Role of the Association Board vs. The Role of the Manager
Who takes the meeting minutes? Who communicates with the owners on a major project? Who signs the checks? Who signs the violation notices? Community associations are governed by elected Boards and many are managed by professional management. This webinar lays out best practices for the role of both of these components which are critical to the proper governance and functioning of the community association.
Top Ten Issues for Delaware Community Associations
This webinar presents information specific to Delaware community associations. Delaware's Uniform Common Interest Ownership Act has a broad impact on community associations in the First State. This webinar will review the top ten issues managers need to know related to DUCIOA, including these important topics: • Retroactivity • Open Board Meetings • Executive Sessions • Budget Adoption Process • Proxies vs. Ballots • Adopting Rules & Regulations • Insurance • Alternative Dispute Resolution and much more.
Stop Thief: How to Detect & Prevent the Theft of Association Funds
Micro Learning Session - 30 minutes / .5 Continuing Education Credit Pennsylvania community associations have been the subject of fraud and embezzlement at least twice in the last two years. Your community association should take steps to protect your own association assets. This webinar will address ways board members, managers and management companies can detect and prevent vulnerabilities that may lead to fraud and theft of association funds.
Understanding Bankruptcy and It's Impact on Your Community Association
Bankruptcies by homeowners can have a serious impact on the ability of a community association to manage its affairs and pay the bills. This webinar will review the types of bankruptcy and actions your community can take to protect itself when a debtor files for bankruptcy.
Understanding Financial Statements
The purpose of financial statements is to provide information about the results of operations and financial position of an association. This information can be used to assess the financial stability of the association, aid in creating budgets and forecasts and help to evaluate important financial decisions. The goal of this webinar is to help readers of financial statements understand how to evaluate these reports and extract the key data.
Where it All Began: A Short Course on the Land Development Process
This program will help you understand necessary information with regards to the land development process, and will provide useful information both for existing developments that have been built for some time and new developments that are being managed while under construction. You will gain an understanding of the laws on how developments are handled, the process of how the development was created, and the development information you need to successfully manage your community association.
Zombie Units & Mortgages: Addressing Abandoned Properties
Zombie units. Abandoned properties. Many community associations struggle with this situation. This webinar will present an explanation of zombie mortgages and other causes of the abandoned property, review the problems this poses to community associations, and provide some of the tools available to address this issue.