Events & Classes


2018 Age Restricted Communities Forum

Tuesday, June 05, 2018
08:30 AM - 12:00 PM (UTC-05:00) Eastern Time (US & Canada)

Join us for our inaugural forum for active adult / age restricted community associations. We'll be exploring issues impacting these unique and growing communities and have an open Q&A session following the presentations.

Opening Session: Maintaining Your Age Restriction
Speaker: Hal Barrow, Esq., Barrow Hoffman

What is HOPA and what does it mean to your Over 55 Community? What do you have to do to maintain that status, and what happens if you don’t? What is that 80% rule and how does it affect you? What do you when someone under 55 wants to buy, rent or live in your Community?

Session Two:  Finance: Non Assessment Revenue and Potential Tax Implications
Speaker: James McFadden, CPA, CPA2Condos

Does your age restricted community bring in non-assessment income such as commercial rents, club activities, trips, etc? This revenue could have tax implications for your association.

Session Three: Insurance & Risk Management in Active Adult Communities
Speaker: Stephen R. Smith, Jr., CIC, CIRMS, Smith Insurance Associates, Inc.

Learn how to manage the risk associated with activities such as clubhouse parties, fitness activities, trips off the property, etc.
Closing Session: Q&A with our Expert Panel
This event is Free for homeowner members of the Pennsylvania & Delaware Valley Chapter of CAI.

Thank you to our sponsors
Bustamante_Logo_Final   CertaPro_Central_Bucks  James_M._McFadden,_CPA_(CPA2Condos)

Early Bird Registration* (by May 29th):
CAI Homeowner Members - FREE
Managers - $25.00 members; $40.00 non-members
Business Partners - $40.00 members, $60.00 non-members
*Additional fees apply after May 29.
Not a member? Join today and save on registration fees!


This course is approved by the Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification.  This course will earn managers  (3) continuing education credit hour, which also help satisfy the requirements to apply for the PCAM designation.

This Program is Generously Sponsored by: