Events & Classes


Managers Spring Symposium

Tuesday, March 05, 2019
08:30 AM - 01:30 PM (UTC-05:00) Eastern Time (US & Canada)

CAI presents our Spring, 2019 Managers Symposium.

Schedule of Events: 

8:30 AM Registration, Networking & Continental Breakfast
9:00 AM Opening Session: 
Time's Up! How to Start Making Time Work For You
Presenter: Kara Cermak, CMCA, AMS, PCAM, RealManage, LLC
What do you do with the constantly full email inbox and all of the paper that crosses your desk? How do you organize the clutter and manage the day to day interruptions and emergencies that keep throwing you off your schedule? Where do you find the time to read up on your challenges and responsibilities and make yourself a better community association manager? In her keynote presentation, Kara Cermak will share with you how, through humor and mastering her mood, she schedules herself, manages her in bin, stops the interruptions and makes better use of her time.d.
10:05 AM Breakout Sessions A
Session 1: Transition from Start to Finish: From Developer to Homeowner Control 
Presenter: David Dahan, Esq., Hyland Levin
The program will describe, and provide practice pointers about managing, the transition process including hiring your professional team, gathering relevant information, having an expert inspect the property and preparing reports identifying construction defects, negotiating with the developer and litigation..  
Session 2: Conducting Association Elections
Presenter: Gary Krimstock, Esq., Fineman, Krekstein & Harris  
Elections are a pain point for many community associations. In this session, we’ll review state statutes and best practices on association elections. Topics will include requirements for giving notice of elections, candidate recruitment and campaigning, proxies, absentee voting, counting the ballots and presenting the results. This session will help insure that no matter how close or contentious, your next election doesn’t have to become a source of complaints from homeowners.

11:10 AM  •   Breakout Sessions B

Session 1: Cyber Security: Protecting Association Funds 
Presenter: Matt Lineberger, ATG  
You hear almost on a daily basis that some large company's information has been attacked and that your personal information may have been breached.  We are all too familiar with Target, HomeDepot and the large health networks. What we are not hearing about is those organizations such as community management companies that have been hit with attacks such as ransomed ware or man in the middle schemes.  These smaller attacks are costing more more in losses than the large attacks by sheer number.  Learn what you can do to help protect your association.

Session 2: Insurance Bids & Policies: Frequently Asked Questions 
Presenter: Brendan Whelan, CIRMS, Smith Insurance Associates 
Managers and board members are often presented with multiple insurance options from brokers.  This session will focus on the key elements of those proposals, harmful exclusions, frequently asked questions from other board members / homeowners, and the questions that both management and boards should be asking the insurance professionals to properly protect the association. 
12:15 PM to 1:30 PM •   Lunch & Closing Session

You Said What on the Web? Avoiding Liability in the Age of Social Media
Presenters: Steven L. Sugarman, Esq., CCAL, Steven L Sugarman & Associates; Andrew Sytnik, FirstService Residential
Social media can cause your community association some problems. In today's community association, the use of social media can certainly be an effective means of communication, but also, a huge trap of liability for the unwary as well. In this interactive program, you will have an opportunity to explore and learn about the myriad of legal liabilities arising out of the use of social media, and in turn, take away creative solutions and practical policies to avoid those liabilities in the community association.
Where: Blue Bell Country Club, 1800 Tournament Drive, Blue Bell, PA
Early Bird Registration* (by February 25*):

$59* manager members / $89 Non-members
* Indicates early registrations rates for manager only; business partners pay an additional fee. Rates increase starting  February 25, 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:

 Alliance_Association_Bank_Diamond_2017  Ansell.LawFinal  

Griffin_Alexander_Logo_Transparent   HillWallack  HOF_Law_Group_Logo_-blue   James_M._McFadden,_CPA_(CPA2Condos)

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