Events & Classes


Fall Managers Symposium

Tuesday, October 15, 2019
08:15 AM - 02:00 PM (UTC-05:00) Eastern Time (US & Canada)

CAI's Fall Managers Symposium has sessions and learning opportunities for managers of all experience levels and backgrounds. Focused on leadership and communications, this program will help make you a better manager whether you've been in the industry 1 year or for your whole career.

Program Schedule

8:15 AM Registration, Networking & Continental Breakfast

9:00 AM Opening Session: The Management Mindset

Presenter: Don Plank, PCAM, Vice President, National Cooperative Bank
What is the everyday impact of your role as a community association manager? Do you embrace challenges or avoid them? Do you give up easily or persist in overcoming obstacles? Do you feel threatened, or inspired, by others success? This presentation will outline the management mindset and help you apply it to your role as a community association manager..

10:05 AM Breakout Sessions A

Session 1: Principles of Great Communications
Presenter: Ilene Jablonski, Vice President of Marketing and Communications, FirstService Residential
Ilene will be reviewing the principles of great communication, the role of technology and emergency communication – all aimed at community managers and how they can best reach their boards and residents. She will share with the audience recent company findings from a recent board member survey. Attendees can expect to walk away with tips around regular communications, technology’s role in communication and how emergency communication requires advanced planning.  
Session 2: Advanced Writing Skills-Effective Writing
Presenter: Kari Valentine, CMCA, AMS, President, Associated Energy 
Attendees will receive tips on best practices for writing to your audience for meaning and results. Understanding why proper text formatting is crucial, so your message doesn’t get lost. Appreciate why a Thesaurus is your writing’s best friend.

11:10 AM Breakout Sessions B

Session 1: Beginner Topic: How to Prepare for Effective Board Meetings 
Presenter: Dave Martin, CMCA, AMS, Saw Creek Estates Community Association
Successful and effective board meetings don’t happen by accident. Managers, and board members alike, must plan and prepare for board meetings so that the work of the board is accomplished in an orderly and timely fashion, without wasting anyone’s time. This session will review how managers should prepare for board meetings, what type of information and documents should be shared with board members, and other timely tips to insure your board is prepared and your meetings are successful.

Session 2: Advanced Topic: How to Sell a Special Assessment or Assessment Increase​ 
Presenter: Dustin Ward, CPA, Ruotolo Spewak & Co.

This presentation will provide information about how to assess whether or not an association needs to have a special assessment and how to best approach that need. We will touch on ideas for how to calculate the proposed amount of the assessment, how to explain it to the community and the best ways to bill and account for the assessment.

12:15 to 12:45 • Horror Stories

Just in time for Halloween! We've scheduled story time for managers to share your horror stories! In small group sessions at your tables, managers will tell horror stories that you've experienced in your career and discuss lessons learned with your peers.

1:00 PM to 2:00 PM •   Lunch & Closing Session

How to Talk to the Media 
Presenter: George Roberts, Senior News Anchor and Night Report Producer, BRC TV
We’ve all seen the un-flattering stories on TV or in the newspaper about community associations. At some point in your role as a manager, you may face a reporter on the scene or on the phone asking questions about a situation involving your community. How you handle the media may define how the story portrays both you and your community. Tune in to this closing session as seasoned TV reporter George Roberts shares his experiences and insights over his 31 year career in television news.
Topics to be covered:
  • Should you speak to the media?
  • How do you prepare for an interview?
  • When do you hold a press conference?
  • What is “news worthy”?
  • Tips on your on-air camera appearance.


Green Valley Country Club, 201 West Rige Pike, Lafayette Hill, PA 19444

Early Bird Registration* (by October 8*)

$59* manager members / $89 Non-members
* Indicates early registrations rates for manager only; business partners pay an additional fee. Rates increase starting  October 8, 2019.  Want to save on registration rates? Click here to Join Now.


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:

 ClemonsRichterReiss_transparent  Fineman_Krekstein_transparent  Firstrust_Bank

   HillWallack  HOF_Law_Group_Logo_-blue   KIPCON-header-logo-transparent

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