Events & Classes

 
 
 
 

2018 Managers Fall Symposium

CAI_Education
Tuesday, October 16, 2018
08:30 AM - 01:15 PM (UTC-05:00) Eastern Time (US & Canada)
Blue Bell Country Club
1800 Tournament Drive
Blue Bell, PA 19422


Join us for our final Managers Symposium for 2018.

Schedule of Events: 

8:30 AM Registration, Networking & Continental Breakfast
 
9:10 PM Opening Session: 
 
Best Practices for Preventing and Addressing Harassment and  Abuse of  Community Association Managers and Staff
Presenter: Katrina Homel, Esq. | Hill Wallack, LLP  
Harassment and abuse of community association managers and staff by association members may not only result in liability for the association and board members, as well as for owners, staff, and vendors who may be the perpetrators, it may also create a difficult and unpleasant working environment. This interactive presentation focuses on best practices for associations and their staff to collaborate when confronting abuse and harassment. The obligations of associations, board members, managers, and staff to prevent and address abuse and harassment whether the association is self-managed or staffed by a management company will be examined. Attendees will discuss example scenarios of abuse and harassment, and consider strategies associations and staff can implement to address such abuse and harassment. Related policies for employee handbooks as well as other protective measures will also be discussed.
 
10:15 AM Breakout Sessions A (sessions by experience level) 
 
Session 1: Guerilla Guide for New Managers: Survival Tips
Beginner Session 
Presenter: Robert Wise, PCAM, Donna Wise, CMCA, PCAM, and Fran Portale, CMCA, AMS, PCAM, Robert H. Wise Management Company, Inc.  
Overwhelmed at your job? Are you thinking community management is not for me? Come to this session to get tips on how to survive and be successful as a community manager. With the wealth of knowledge and experience of the presenters, you will leave the session with tools ”not taught in a book” to survive the jungle of community management.  
 
Session 2: Managing Capital Projects That Require Bank Financing 
Advanced Session
Presenter: Jared Tunnel | National Cooperative Bank (NCB)  
Many community associations rely on banks to finance capital projects in order to not raise assessments or resort to a special assessment. This session will review critical information and steps in the financing process, including: when to contact a bank, credit criteria, financing options, bid/contract specifications: engineering services/performance bond, underwriting process, loan closing process, and draw process.

11:20 AM  •   Breakout Sessions B (sessions by experience level) 

Session 1: ABC’s of Association Audits 
Beginner Session 
Presenter: Melissa Hofmann & Dustin Ward | Ruotolo Spewak & Co.  
This comprehensive overview of the audit process is an excellent course for beginners and a great refresher for those with more experience. Attendees will learn about types of association financial statements, the difference between interim and audited statements, and the difference between cash and accrual basis financial statements. The course will review the various types of audited financials and the importance of each, including the independent auditors report, the balance sheet, statement of revenues, expenses, and changes in fund balances, statement of cash flows, and notes to financial statements.

Session 2: Mastering the Top Ten Tough Budget Issues 
Advanced Session 
Presenter: Joseph Chorba, CPA, CFE | Wilkin & Guttenplan, PC 
Going beyond the basics of preparing an annual budget, we will focus on helping property managers understand how to budget for these "hard to budget" items such as bad debt, income taxes, and deficits. We will review the resources and support necessary to estimate a reasonable budget number. This will be an interactive seminar, with participants using hand held polling devises. 
 
12:30 PM  •   Lunch & Closing Panel Session

Lessons Learned: Overcoming Mistakes to Become a Better Manager
Presenters: Nancy Hastings, CMCA, AMS, PCAM | Associa, AAMC
Cathleen Dunn, CMCA, AMS, PCAM | A Pocono Country Place
Jeff Krimstock, Benjamin Cobrin
A panel of veteran managers will discuss anecdotal challenges they’ve faced and mistakes they’ve made along the way and share how they grew from those experiences, learned from them, and, ultimately, how they helped shape them so that they could grow to be better professionals and community managers.
 

Registration Rates: $49* member/ $59 Non-member
* Indicates early registrations rates for manager and homeowner members only;business partners pay an additional fee. Rates increase starting 10/10//18.  Want to save on registration rates? Click here to Join Now.

REGISTER ONLINE

CAMICB_LOGO_gold
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  (4) continuing education credit hours, which also help satisfy the requirements to apply for the PCAM designation.

This Program is Generously Sponsored By:
    

   Smith_Insurance_Logo Marcus___Hoffman_logo Ansell_Grimm_Aaron_-_LargeBecht 
 NCB  NFP_Property___Casualty  Stark_Stark