Events & Classes


Meet the Managers Roundtable

Thursday, August 15, 2019
08:30 AM - 11:00 AM (UTC-05:00) Eastern Time (US & Canada)

This event is for managers and event sponsors only. Other members will not be able to register for this event.

Enjoy hot, buffet breakfast prior to a series of educational roundtable presentations, speed-dating style.

Learn about various topics listed below. Attendees will be invited to participate in 7 of the 13 roundtables listed below. When registering for this event, each attendee will be asked to rank the topics below from 1 to 13, with 1 being the topic you are most interested in and 13 being the topic you are least interested in. Attendees will then be grouped together for the roundtable rotations based on your rankings. We will do our best to make sure each attendee is able to attend their top 4 ranked topics!

All Hands on Deck – Deck & Balcony Safety: This presentation will discuss potential problems and issues with deck safety, monitoring and inspections, reconstruction and project planning.

Common Pitfalls of Rule Enforcement: This discussion will discuss common questions including is the association’s rule enforceable? Is the association providing due process of law?  Is the Board aware of defenses (arbitrary enforcement, waiver, estoppel)?

Crime, Employee Dishonesty, Fidelity Coverage: This presentation will present an understanding of how crime and fidelity coverage works and who it protects for management and associations.

Crossing the Bridge from Solo Legal Case to United Front: This presentation will show how managers can and should help residents form an alliance when it comes to community issues. How does it benefit residents to unite when dealing with construction defects? How many residents does it take to form a case?

Emergency Preparedness: Ice Storms. Floods. Fire. Severe Rain. Even earthquakes have hit our area in recent years. Is your community prepared to survive the next disaster? An Emergency READY Profile for your community, can minimize impact by having an immediate plan of action. Knowing what to do and what to expect in advance is the key to timely mitigation and can help minimize how water and fire damage can affect your community.

Certificates of Liability Insurance: This presentation will discuss the importance of properly issued certificates of insurance and association vendor contracts.  We will cover certificates and contracts from a procedural standpoint: when to request them, from whom and how to make sure they are compliant.  We will also review the 5-key coverage endorsements property managers should be requesting from vendors to be certain the association is properly protected.

How does an Association borrow funds for capital projects? What is the process for borrowing funds using the Association's balance sheet?  How is the Association's credit determined by the bank?

Online Payments: Commonly Asked Questions: Online and electronic payments are the norm and more and more homeowners are requesting to be able to make their homeowner’s association payment electronically too. There are a number of ways a homeowner can make their assessment payment. Alliance Association Bank will be discussing the commonly asked questions about HOA assessment payments and also covering the four main payment options.

Preparing a Community for a Large Capital Improvement Project: This presentation will explain the ramifications & outlines of how ca large capital project is  handled from start to finish.

Roof Warranties and What they Mean: Avoid the pitfalls of the “Ultimate” warranty.  Learn how to verify a contractor’s warranty.

The ART of "Tidying Up" your Community by DESIGN: Discover how to best maximize your real estate assets by DESIGN.  Learn what you should know from an experienced industry design specialist, prior to expediting a sometimes overwhelming exterior and interior design community update. Goals are to help you and your team make the best decisions and, ultimately expedite the best solutions for a timely and cost effective update.

The Resale Disclosure Process: This roundtable will cover critical questions about the resale disclosure process, including 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.

Turning Over Control The Right Way: In this interactive session, learn how to effectively manage and handle the turnover of control of your association from the declarant to the homeowners.  Topics will include the statutory and legal requirements, but also, the practical and "right" ways to achieve a successful transition process while preserving your professional relationships with the declarant and community association.

When: Thursday, August 15, 2019

Where: Green Valley Country Club, 201 West Ridge Pike, Lafayette Hill, PA 19444


This event is free to attend for all Manager members of the chapter. Non-members - $30 early bird registration rate, by August 9. 


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

Thank you to our generous sponsors

  Alliance_Association_Bank_Diamond_2017  Associa_Mid_Atlantic_Diamond_2017  ClemonsRichterReiss_transparent  Design_East_logo    GFedale_Roofing  FalconEngArcReserveSpecialist_Stacked  HOF_Law_Group_Logo_-blue  KPI2_Enterprises_Logo1   Macadam_transparent_white_outline  NCB  NFP_Property___Casualty  Reidenbach_Logo  Servpro_-_white_outline  Smith_Insurance_Logo  Sugarman_Logo