2022 Quorum February by CAI-Coachella Valley Chapter

FEBRUARY 2022

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40TH ANNIVERSARY COMMEMORATIVE ISSUE

FEBRUARY 2022

MAKING [COMMUNITY]

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Quorum February, 2022

YOUR LOCAL COACHELLA VALLEY RESOURCE FOR SB 326 INSPECTIONS! HOA CONSTRUCTION CONSULTANTS FOR 20 YEARS! CALL US TO HEAR ABOUT HOW YOUR PROJECTS CAN BE MORE SUCCESSFUL AND PROTECTED! ❑Let us professionally manage your project ❑No Project too small or large ❑We write your scope and Specifications ❑We create & manage budget and schedule, handle communications ❑Provide Quality Control during the work ❑Provide full Construction Administration, including tracking payments and lien releases Visit our website, see our project gallery and watch our informational video: www.siglercm.com Coachella Valley Office: 760-469-3048 * SF Bay Area: 408-922-0262 * inquiry@siglercm.com Call or write for more info on how we can benefit your Association! CAI-CV.org

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FROM THE CHAPTER

President’s Message Clint Atherton, CMCA, AMS, PCAM General Manager – Sun City Palm Desert Community Association

hope you will enjoy this special commemorative issue of Quorum. Inside is a collection of the Chapter’s 40th Anniversary articles, dozens of historic photos, and a few new articles about the Chapter’s history. Together, they create this collector’s edition that memorializes the Chapter’s impressive 40 years of work to elevate the HOA industry in the Coachella Valley. On behalf of our board, and past CAI-CV boards, I want to thank all the authors, staff, and the 40th Anniversary Committee for their diligent efforts. I also want to thank Gloria Kirkwood, PCAM (Associa Desert Resort Management), for chairing the 40th Anniversary Committee and coordinating the anniversary activities throughout 2021, and a special thanks to Gen Wangler (Fiore Racobs & Powers, A PLC – Retired) for writing the complete and succinct history of the Chapter. The year is off to a good start with CAI-CV education. Managers and assistant managers enjoyed our Manager on the Run (MOTR) on January 7th about insurance claims and legal considerations. Our thanks to Matt Lawton, CIC, CIRMS (Prendiville Insurance Agency) for an excellent program. Homeowner leaders had a Board Member Workshop (BMW) on January 11th about Rules Enforcement. Thank you to Emily Long, Esq. (Epsten, APC) and Holly Smith, PCAM (Associa Desert Resort Management) for teaching this class. Our 2022 board, committee chairs, and co-chairs met via Zoom on January 14th for leadership training. We have an outstanding team of volunteers to lead the Chapter this year. At the meeting, we renewed our Chapter goals: 1) Continue to build a positive public image and advocacy capabilities to protect the best interests of the industry, both legislatively and in the courts. 2) Make education, networking and sharing of best practices the primary purposes of CAI-CV. 3) Increase membership with an effort to equalize the three membership groups. 4) Maintain a high level of value for all members based on their level of investment, both time and money. 5) Monitor the impact of COVID 19 on the Chapter and advise the board and committees. Working together, we are looking forward to a successful 41st year. The Programs Committee outdid themselves on January 21st with their guest speaker Adam Christing. Adam’s presentation “Laugh for a Change” was a perfect New Year’s reminder to keep things in perspective. Tonight, January 28th is our Annual Awards & Monte Carlo Night at the Omni Rancho Las Palmas Resort & Spa. Copies of this special edition of Quorum are at every place setting. (If you are reading this at the event, come find me and I’ll give you 10 door prize tickets.) Our next MOTR will be held on Friday, February 4th via Zoom at 8:30 a.m. The topic is tracking maintenance and infrastructure. Association board members may participate in our next BMW on Tuesday, February 8th via Zoom at 9:00 a.m. on the topic of analyzing reserve studies. You can register for MOTR or BMW at www.cai-cv.org. On Tuesday, February 10th, we will hold our first Scholarship Social to raise funds for the Carol Fulton Scholarship Fund. All members are invited to attend a trivia night at the La Quinta Brewery in Palm Desert at 5:30 p.m. Sponsorships to help fund scholarships are available online. CAI will hold its National Community Association Law Seminar in our backyard from Wednesday, February 9th to Saturday, February 12th, at the La Quinta Resort & Spa. You may register at www. caionline.org.

Quorum February, 2022

ADVERTISERS ASPHALT The Desert Cities HOA Council (affiliated with CAI-CV’s Homeowner Leader Committee) will be offering a session on HOA crime and safety to community board members on Thursday, February 17th via Zoom. Contact Tammy Walls if you want to attend or would like to be added to their email list for future meetings: Tammy_walls@yahoo.com. Our next Educational Lunch Program will be held on Friday, February 18th, on the topic of balcony inspection issues. We will be back at Palm Valley in February. Our guest speakers are Gloria Kirkwood, PCAM (Associa Desert Resort Management), Chris Sigler, B.S.C.E., CDT (C.L. Sigler & Associates), and attorney Kieran Purcell, Esq. (Epsten, APC). On Friday, February 25th, we will host CAI National’s new virtual Board Certificate Program via Zoom. Contact the CAI-CV office (760) 341-0559 if you would like to participate. Board members who complete the day-long course will receive a certificate from CAI National. And, don’t forget to have a wonderful Valentine’s Day on Monday, February 14th!

AMS PAVING................................................................41 INTERNATIONAL PAVING SERVICES, INC (IPS)............34

ATTORNEYS FIORE RACOBS & POWERS, A PLC..............................71

BANKING CIT.................................................................................8

CONSTRUCTION C.L. SIGLER & ASSOCIATES INC....................................3 EMPIRE WORKS RECONSTRUCTION............................71 VANTAGE POINT CONSTRUCTION................................41

DESIGN BISSELL DESIGN STUDIOS, INC...................................58

INSURANCE PRENDIVILLE INSURANCE AGENCY............................71

Clint Atherton, CMCA, AMS, PCAM, is the General Manager of Sun City Palm Desert Community Association. Clint can be reached at 760-200-2224 or by email to clint.atherton@scpdca.com.

LANDSCAPING PRO LANDSCAPING, INC..............................................69 PWLCII, INC.................................................................71

MANAGEMENT ASSOCIA DESERT RESORT MANAGEMENT...................2

PAINTING IVAN'S PAINTING & MAINTENANCE............................25

PEST CONTROL POWERFUL PEST MANAGEMENT................................69

POOLS GARDNER OUTDOOR AND POOL REMODELING.......8, 70

PROMOTIONAL PRODUCTS POPPIN PROMOTIONAL PRODUCTS............................34

ROOFING ROOF ASSET MANAGEMENT INC. ...............................34

SECURITY BARCODE AUTOMATION, INC......................................41

TAX AND AUDITING SERVICES NEWMAN CERTIFIED PUBLIC ACCOUNTANT, PC...........5 CAI-CV.org

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CAI-CV NEW & RENEWING MEMBERS RENEWING BUSINESS PARTNERS

NEW MANAGER MEMBERSHIPS

ASPHALT MD'S Gary Butler

ASSOCIA DESERT RESORT MANAGEMENT Sarah Amaya

(760) 863-4500 gary@asphaltmds.com

(760) 346-1161 samaya@drminternet.com

COMMUNITY LEGAL ADVISORS, INC. Mark Guithues

Cynthia Duff

(760) 529-5211

cduffy@drminternet.com

(760) 346-1161

mark@attorneyforhoa.com CONSERVE LANDCARE Fran Mullahy (760) 343-1433

J & W MANAGEMENT CO. Deborah Boss (760) 568-0349 debbie@jandwmgmt.com

fmullahy@conservelandcare.com GOLDEN ALLIANCE INSURANCE AGENCY, INC. Brian Berce brian@berceinsurance.com GURALNICK & GILLILAND, LLP Melissa Platt

RENEWING MANAGER MEMBERSHIPS Cindy Calquhoun (760) 346-6123 cindy@shadowmountainresort.com

(760) 340-1515 Ext. 123 melissap@gghoalaw.com

(510) 693-1620 rbardwell@arsinc.com

(760) 364-3740 Rlutringer@mac.com

ASSOCIA DESERT RESORT MANAGEMENT Maria Guffey

MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Thomas Harp

(760) 834-2487 daniel.farrar@fsresidential.com

NEW VOLUNTEER LEADERS

TOSCANA HOMEOWNERS ASSOCIATION Nancy Hayes

DESERT BRAEMAR, INC. Rose Baldwin

Sharon Kohls

Frank Balthis

Jeffrey Richter

Patty Bastian Kim Batutis Gary Bongarzone Kellie Budlanksi George Budlanski Jonelle Dedrick Ed Flaherty Gerald Fletcher

ADVANCED RESERVE SOLUTIONS, INC. Roxi Bardwell

LUTRINGER ADR CONSULTING Richard Lutringer

FIRSTSERVICE RESIDENTIAL CALIFORNIA, LLC Daniel Farrar

Janet Fletcher

J. Michael Lee Phil Smith Ann Stevenson

RENEWING VOLUNTEER LEADERS PARC LA QUINTA HOA Bruce Latta

Carl Goretta

MONTAGE AT MISSION HILLS HOMEOWNERS ASSOCIATION Norm Giere

Pat Harper

Tony Michaelis

Talia Hastie

Gary Roman

Suzzie Hennessy

Tom Tousignant

Wade Garner

Tim Hennessy Barbara Hopperstad Craig Logan Melissa Ludgren Gary Manchester Kim Martin Tim Martin Jerry Poirier

(760) 346-1161

Judy Poirier

METERNET Felicia O'Brien

mguffey@drminternet.com

Liz Seabrook

(760) 468-8408

Scott Matas

Norm Smith

f.obrien@meternetusa.com

(760) 346-1161

Doug Thompson

smatas@drminternet.com

Robert Yates

Kathy Smith

PACIFIC WESTERN BANK Erin Klink

Stephanie Swenstad

(760) 324-4914

(760) 902-2799

eklink@pacwest.com

sswenstad@drminternet.com

COVID-19 VACCINES ARE YOU VACCINATED? COVID19.ca.gov/vaccines 6

Quorum February, 2022

CONTENTS 2022 QUORUM COMMITTEE MEMBERS JENNIFER JAMES, ESQ., CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

14 16 18

Say Goodbye to Quorum – And Hello to HOA LIVING Magazine Quorum 1983 – 2021 | Chapter Directories 1992 - 2021 Quorum 2010 - 2021 Forty Years at CAI-CV

Forty Years at CAI-CV

Interviews with CAI-CV Past Presidents

Doug Robinson | Board President 1999 By Fran Mullahy

Forty Years at CAI-CV

Interviews with CAI-CV Past Presidents

HOA Legal Services

RODNEY BISSELL, CO-CHAIR

CAI-CV

EDUCATED BUSINESS PARTNER

FEATURES

Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management (Ret.)

BRIAN BERCE

Golden Alliance Insurance CAI-CV

KIMBERLY BURNETT

EDUCATED BUSINESS PARTNER

DSI Security Services

SIERRA CARR, CMCA

Associa Desert Resort Management

MEAGHAN GAFFNEY-HOWE CMCA, AMS The Gaffney Group, Inc.

JAY JARVIS, CMCA, CCAM, AMS HOA Office, Inc.

CHEYENNE LANDRY

Newman Certified Public Accountant, PC

(Part 1 – 1981 - 1995) By former CAI-CV Director and President, Gen Wangler (Part 2 – 1996 – 2007) By former CAI-CV Director and President, Gen Wangler Bob Wright | Board President 2005 By Sharron Badham, PCAM

(Part 3 – 2008 - 2021) By former CAI-CV Director and President, Gen Wangler By Gloria Kirkwood, PCAM

BRUCE LATTA, CMCA Parc La Quinta HOA

Rob Winkle | Board President 2012

GLENN A. MILLER, CGCS

Southwest Landscape & Maintenance, LLC

Christina Baine DeJardin | Board President 2014

GRACE PALUCK, CMCA

Mike Livingston | Board President 2006

The Management Trust Desert Division

JAMIE PRICER

Coachella Valley Water District

33 35

List of Past Presidents CAI-CV Past Presidents’ Memories

JASON SAVLOV, ESQ. Adams | Stirling, PLC

Reprinted from Quorum, (August 2014) By 1991 Past President Jerry Cavoretto

CHRIS SIGLER, B.S.C.E, CDT

1994 Kay Ladner

C.L. Sigler & Associates, Inc.

1995 Gary Butler

HOLLY SMITH, CMCA, AMS, PCAM

1996 Carol Fulton, CIRMS

Associa Desert Resort Management

1997 Peggy Redman

CREATIVE DIRECTOR & GRAPHIC DESIGNER

1999 Doug Robinson 2000 Mary Walker

RODNEY BISSELL Bissell Design Studios, Inc. rodney@bisselldesign.com (714) 293-3749

2001 Steven Shuey, PCAM 2009 Cyndi Koester, PCAM 2010 Gloria Kirkwood, PCAM

ARTICLE SUBMISSIONS OR ADVERTISING INFORMATION admin@cai-cv.org SUBSCRIBER SERVICES

The Coachella Valley Quorum Magazine is a publication expressly prepared for association leaders, managers and related business professionals of the Community Associations Institute. Members are encouraged to submit articles for publishing consideration. All articles accepted for publication in Quorum are subject to editing and rewriting by the Quorum Committee.

2011 Art Coulter, Esq. 2012 Rob Winkle

42 52

Through the Years

40th Anniversary Historic Photos

A Look Back in Time – Celebrating CAI-CV’s 40th Anniversary Wayne Guralnick, Esq. and Palm Desert Councilman Sabby Jonathan, CPA By Jay Jarvis, CMCA, CCAM, AMS

CAI-CV.org

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@CAI-CV

Do you need a little deliciousness in your life? The Quorum Committee is collecting recipes for upcoming issues. Send your favorites to RECIPES at Quorum@cai-cv.org.

CAI-CV

EDUCATED BUSINESS PARTNER

Choose Educated Business Partners

Brought to you by Gardner Outdoor and Pool Remodeling 801 Gable Way, El Cajon, CA 92020 gardnerremodel.com

Julie R. Balbini, Esq., Fiore Racobs & Powers, A PLC Micha Ballesteros, Cartwright Termite & Pest Control, Inc. Roxi K. Bardwell, Advanced Reserve Solutions, Inc. Rodney Bissell, Bissell Design Studios, Inc. Kimberly Burnett, DSI Security Services Linda Cardoza, Alliance Association Bank Will Cartwright, Cartwright Termite & Pest Control, Inc. Todd Chism, PatioShoppers Tiffany Christian, Epsten, APC Angel Christina, Delphi Law Group, LLP Lori Fahnestock, Powerful Pest Management Dea Franck, Esq., Epsten, APC Julie Frazier, Frazier Pest Control, Inc. Elaine Gower, The Naumann Law Firm, PC Michael Graves, SCT Reserve Consultants Amanda Gray, Harvest Landscape, Inc. Matthew Hills, Securitas Security Services USA, Inc. Tim Hoss, BEHR & KILZ Paints & Primers Jennifer James, Esq., HOA Legal Services Megan Kirkpatrick, Kirkpatrick Landscaping Services Erin Klink, Pacific Western Bank Jared Knight, Vista Paint Corporation Katy Krupp, Fenton Grant Mayfield Kaneda & Litt, LLP Matt Lawton, CIC, CIRMS, Prendiville Insurance Agency Larry Layton, Kirkpatrick Landscaping Services Alison LeBoeuf, Sherwin-Williams Mike Mastropietro, OCBS, Inc. Chris Meyer, Asphalt MD's Greg Morrow, Eagle Roofing Products Fran Mullahy, Conserve LandCare Matt Ober, Esq., Richardson Ober DeNichilo LLP Chet Oshiro, EmpireWorks Mallory Paproth, SCT Reserve Consultants Elisa Perez, Esq., Epsten, APC Jay Powell, Ben's Asphalt Dana Pride, Automation Pride Mike Rey, Rey Insurance Services Kelly Richardson, Esq., Richardson Ober DeNichilo LLP Brent Sherman, Animal Pest Management Services, Inc. Liz Williams, AMS Paving Taylor Winkle, Roof Asset Management Bevan Worsham, AMS Paving Jolen Zeroski, CIT

Become an Educated Business Partner Call the CAI-CV office or go to www.cai-cv.org for more information. 8

Quorum February, 2022

CONTENTS 53

2022 COACHELLA VALLEY CHAPTER BOARD OF DIRECTORS

By Louise Stettler Kay Ladner | Board President 1994

CLINT ATHERTON, CMCA, AMS, PCAM PRESIDENT

CAI-CV

EDUCATED BUSINESS PARTNER

JULIE R. BALBINI, ESQ. PRESIDENT-ELECT

Fiore Racobs & Powers, A PLC

Mike Traidman | Board President 2019, 2020 Tad Black | Board President 2015

MATT LAWTON, CIC, CIRMS PAST PRESIDENT

CAI-CV

ERIN KLINK SECRETARY

Pacific Western Bank

STEVEN SHUEY, PCAM TREASURER

Personalized Property Management

DAN FARRAR, CMCA, AMS DIRECTOR FirstService Residential

CAI-CV

EDUCATED BUSINESS PARTNER

Steven Shuey, PCAM | Board President 2001 Melissa Layton, PCAM | Board President 1986

LILY ORTEGA DIRECTOR

Rich Warfield | Board President 2003, 2004

60 66

Keystone Pacific Property Management

MIKE TRAIDMAN DIRECTOR

Mira Vista at Mission Hills HOA

CAI Coachella Valley Office 75410 Gerald Ford Drive, Suite 102 Palm Desert, CA 92211 Tel: (760) 341-0559 Fax: (760) 341-8443 Website: www.cai-cv.org

The materials contained in this publication are designed to provide our members with timely and authoritative information; however, the CAI Coachella Valley Chapter is not engaging in the rendering of legal, accounting or other professional types of services. The Coachella Valley Chapter has not verified and/or endorsed the contents of these articles or advertising. Readers should not act on the information contained herein without seeking more specific professional advice from legal, accounting or other experts as required.

Interviews with CAI-CV Past Presidents Interviews with CAI-CV Past Presidents By Rob Winkle

Tom Albert | Board President 2002 Gerard Gonzales | Board President 2016

Interviews with CAI-CV Past Presidents By Art Coulter

Art Coulter | Board President 2011

CHAPTER NEWS

4 5 6 6 8 17

President's Message List of Advertisers Covid-19 Vaccines CAI-CV New & Renewing Members Educated Business Partners Platinum Sponsor Spotlight

25 40 72

Like & Follow Us on Facebook and Instagram Thank You CAI-CV Chapter Angels 2022 Corporate Sponsors

CAL LOCKETT

Executive Director clockett@cai-cv.org

40th Anniversary Historic Photos

Jerry Cavoretto | Board President 1991

LOUISE STETTLER DIRECTOR

Palm Desert Greens Country Club HOA

Through the Years

By Gloria Kirkwood, PCAM & Sharron Badham, PCAM

Pro Landscaping, Inc.

LONI PETERSON, PCAM DIRECTOR

Interviews With CAI-CV Past Presidents By Becky Hayes, CIRMS

JENNIFER JAMES, ESQ. DIRECTOR HOA Legal Services

CAI-CV 40th Anniversary Interviews with Past Presidents By Mike Mastropietro

Prendiville Insurance Agency

EDUCATED BUSINESS PARTNER

CAI-CV 40th Anniversary Interviews with Past Presidents By Mike Mastropietro

Sun City Palm Desert

EDUCATED BUSINESS PARTNER

CAI-CV 40th Anniversary Interviews with Past Presidents

Gardner Outdoor and Pool Remodeling By Sierra Carr, CMCA

EVENTS 39

CAI-CV Spring Golf Tournament

CAI-CV Upcoming Events

Friday, April 29, 2022, Sun City Palm Desert

CAI-CV.org

facebook.com/CAICV

@CAI-CV

40TH ANNIVERSARY

Say Goodbye to Quorum – And Hello to HOA LIVING Magazine

always looking for new business partners to either bid out our work or for new projects. We try to use only CAI members for our HOA business partners if possible. Over the years, Quorum has grown along with the Chapter, and I think has also provided better and more COMM UNITY ASSO CIATI

ONS INSTI TUTE | COAC

HELL A VALLE Y CHAP TER |

MARC H 2022

MARCH 2022

or nearly 40 years, Quorum Magazine has been a key resource and significant contributor to the success of the Coachella Valley Chapter of the Community Associations Institute and its members. After this commemorative issue (February 2022), Quorum will be renamed “HOA Living.” CAI-CV hopes that the name change will help expand readership and prepare the Chapter for the next 40 years. HOA Living Magazine will continue to be a source of information and education for CAI-CV members aimed at building better communities in the Coachella Valley.

A BRIEF HISTORY OF QUORUM From its humble beginnings as the CAI Community A ssoc iat ion s I n st it ute, Coachella Valley Chapter Newsletter in 1983 to the robust monthly Quorum we know today, it is THE source for high-quality information that is timely and full of expertise. The educational and informative content, along with advertising, makes Quorum one of the biggest contributors to the Chapter’s and members’ professional success. Mike Traidman, CAI-CV Board President 2019 and 2020, and the Mira Vista at Mission Hills Board President shares, “As a homeowner leader, I have been relying on Quorum for at least six years as the best source of information on ways to manage our HOA better. I find the articles informative and educational. I also like looking at the ads as we are

Quorum February, 2022

SAMPLE COVER SHOWING NEW HOA LIVING MASTHEAD informative best practices for us volunteer leaders. I feel that getting Quorum each month is a very good benefit of our HOA’s CAI membership. We have used some of the articles, with permission, in our homeowner newsletters as well.” Like the “chicken and the egg,”

Quorum has grown in its circulation along with CAI-CV membership. Or has membership grown with Quorum? Likely a little of both. Chapter membership is at an all-time high, as is Quorum’s circulation, an impressive 1,052 issues per month. Let’s take a moment to dive a little further into the many contributions of Quorum as we celebrate the 40th anniversary of the CAI-CV chapter. From the start, Quorum Magazine has functioned as a key source of HOA information. Business partners, community managers and homeowner leaders impart their unique knowledge throughout its pages, sharing expertise, experiences and learnings. Many readers hold on to back issues of Quorum to help navigate all the various responsibilities they may have. The legal aspects of running an HOA are vast and Quorum serves as a continuous conduit of educational material, with background, updates, and best practices. Although many laws take effect at the beginning of the year, Quorum provides ongoing updates and practical applications to help readers stay on top of the important legal and regulatory changes. Quorum also serves its readers by educating, encouraging, and promoting professional excellence. Through various CAI National certifications, CAI members gain an in-depth knowledge and achieve respected professional designations (CMCA, AMS, PCAM, etc). Quorum continually provides key

40TH ANNIVERSARY

educational content to support continuing education and ongoing success. Gloria Kirkwood, CCAM, CMCA, AMS, PCAM (CAI-CV Board President 2010 and currently Association General Manager, Palm Valley Homeowners Association) said, “Quorum is the backbone of the Chapter. Following each of the Chapter’s educational lunch programs, Quorum provides comprehensive summaries, allowing those who attended to have permanent access to anything missed, as well as resources for those who were unable to attend. In this manner, it has become a critical tool in the education of our membership. As Carol Fulton* frequently shared, “education is the foremost goal of the Chapter.” As members become experts in their field, their achievements are celebrated as well, and deservedly so. Quorum tackles critical topics that are both perennial and evolving. Budgeting and reserves are a staple in Quorum, and articles frequently provide solid information that is necessary to complete them efficiently and correctly. Community life is another

area that can be quite “lively,” and articles covering the many facets of living together and sharing assets are beneficial, such as the much appreciated “Dealing with Difficult People” article published last year. Mark Dodge (Branch President and CEO, Associa Desert Resor t Ma nagement) commented, “I believe Quorum serves the Chapter best by communicating to stakeholders/readers the expertise and knowledge available from CAI’s deep list of business partners. It is a great advertisement as to why communities should do business with the professionals who are members of CAI.” Business partners are featured as another important facet of Quorum; sharing their expertise through articles helps readers gain important knowledge about specific fields. It is an ideal place to find quality business partners who are acquainted with doing business with HOAs and likely support CAI education by supporting the Chapter as well. Daniel

Farrar, CMCA, CCAM, AMS (General Manager, Ironwood Master Association) told us, “I like seeing our business partners promoting their products and services in an advertisement or article. It helps me focus on projects that I need to research or a topic that I would like

to learn more about.” Quorum has always been a significant contributor to CAI-CV’s bottom line and continues to bring in a third of the Chapter’s revenue. Finally, Quorum magazine is our community. It is a great place to stay updated on the latest people news and meet new members. Quorum has regular columns such as “Ask the Attorney,” where readers can get answers to tough questions. Quorum honors longtime member contributions to the industry in “Time Honored” and offers updates in “Have You Heard?” and previously with “A Little Bird Told Me,” where readers stay informed about their colleagues, helping us to be mindful that there is more to life than just our HOA world. Quorum is also the wonderful place where we remind ourselves that we can have fun too! All year long we find engaging invitations to enjoy Chapter

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40TH ANNIVERSARY

social events, and pages of photos to remind us of the fun we have had at CAI-CV gatherings. Our HOA world can definitely be one where the “letting go of a little pressure” is not only a good thing, but critical to one’s sanity! CAI-CV’s Golf Tournaments are a great way to get outside and enjoy friends, and the beautiful courses in the Valley. The Chapter’s Bowling Tournament is always fun, when COVID doesn’t cause it to be cancelled. We can always look back at past events such as Country Roundup or Day at the Races in Del Mar. There are a few interesting “stories” that have come out of these events, but Quorum is discreet and sticks to the pictures and fun facts only. “What happens on the bus, stays on the bus!” Evening events like Awards & Monte Carlo Night, and the Corks for CLAC Wine Tasting event are wonderful ways to relax and unwind, and there are plenty more to choose from. In Quorum, we can keep an eye out for the “can’t miss” upcoming events and enjoy the “after party” story as well, complete with post-event updates full of

Quorum February, 2022

pictures. Quorum is a place where we can connect, celebrate each other, and build our community. Quorum has, since its inception, brought a level of professionalism and distinction to CAI-CV, its members and to our industry. It is filled with expertise, specialty knowledge, and education that promote sound practices and elevates all that we do. Quorum serves as the “face” of CAI-CV, representing it with a quality and excellence that is award-winning and recognized as a leading authority in community association management. Sharron Badham, PCAM, C A I-C V P resident 2008 (Association General Manager, The Hideaway Property Owners Association), sums it up nicely, “Quorum has consistently elevated the perception of our Chapter and has had a lot to do with the amazing growth CAI-CV has had recently. It is professional in the look, feel and quality of its articles. It highlights our excellent and varied monthly educational programs, features the many local

high-quality writers, and never fails to show that this is hands down the chapter where you want to attend parties and events!” Quorum Magazine has been a monthly publication since the 1990’s

"THE EDUCATIONAL AND INFORMATIVE CONTENT, ALONG WITH ADVERTISING, MAKES QUORUM ONE OF THE BIGGEST CONTRIBUTORS TO OUR CHAPTER'S AND MEMBERS’ PROFESSIONAL SUCCESS."

and a large committee made up of 11 to 18 volunteers is needed to work on all of its many aspects, year round. Some have called it “a perpetually hungry beast!” If you’ve served on the Quorum Committee, you understand. From strategic planning to navigating monthly topics, to finding quality authors to contribute many, many articles, to the ongoing care of various monthly columns and reporting on social and educational events, to organizing it all, to the oh-so-critical proofreaders, and more, publishing it is quite the effort for every single issue! And it is all accomplished BY VOLUNTEERS. The roles of the Committee chairpersons, co-chairs, editors, and department volunteers are unique in their duties and responsibilities, and it takes a lot of teamwork to publish a great magazine. Through the early years, the editor’s role was to provide a newsletter for the Chapter members. As the Chapter grew, the newsletter expanded into the Quorum we know today. The

40TH ANNIVERSARY various Quorum Committees over the years also grew to accommodate the magazine’s needs. Each volunteer and author has brought their knowledge and expertise to Quorum. Here are some of the people who helped publish more than 370 Quorum issues, with over 2,800 articles, leading to the award-winning magazine we have today. FEBRUARY 2022

FEBRUARY 2022

$8.25

We also want to thank the hundreds of volunteers who have served on the Quorum Committee over the past 38 years, and of course, each year’s leadership team, and nearly 3,000 authors. Our heartfelt thank you to ALL the volunteers who have contributed to the award-winning publication we enjoy today! The Quorum Committee wants to thank Dionne Petitpas, who served as Quorum Editor and Co-Chairperson in 2011 and 2012, for her significant contributions to this article. Dionne is Director of Growth and Development for Three Phase Electric and CommonSense Smart Communities. *Carol Fulton, CAI-CV Board President 1996, for whom scholarship fund is named: The CAI-CV Carol A. Fulton Scholarship Fund.

QUORUM LEADERSHIP THROUGH THE YEARS 1983

Bob Horn

Editor

1984-1985

Al Smith

Editor

1988-1991

Dave Peters, Esq.

Editor

1992-1993

R. Carol Amar

Editor

1994

Michael Pierson

Editor

1995-1996

Nan De Brandt

Editor

1997

Michael Pierson

Editor

1998

Steve Shuey, PCAM

Editor & Chairperson

1999-2000

Margaret "Gen” Wangler, Esq.

Editor & Chairperson

2001-2002

Sabrina Afkhami

Editor & Chairperson

2003

D.J. Conlon

Editor & Chairperson

2004

Margaret "Gen” Wangler, Esq.

Editor & Chairperson

2005

Nancy Crisalli-Cannon

Editor & Chairperson

2006-2008

Bobbie Gaffney

Editor & Chairperson

2009

Matthew Lawton, CIRMS

Editor & Chairperson

2010

Tim Bloom

Editor & Chairperson

2011

Dionne Petitpas/Paula Tapia

Co-Editors & Co-Chairpersons

2012

Dionne Petitpas

Editor & Co-Chairperson

Paula Tapia

Co-Chairperson

2013-2014

Phyllis Harkins

Chairperson

2015

Fran Mullahy

Chairperson

2016

Kymberli Burke

Chairperson

2017

Dea Franck, Esq.

Chairperson

2018

Susan Brown Rosenberg

Chairperson

2019-2021

Jennifer James, Esq.

Chairperson

2011-2021

Rodney Bissell

Co-Chair & Graphic Designer

2014-2021

Cal Lockett

Chapter Executive Director & Editor

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40TH ANNIVERSARY

Quorum 1983 - 2021 Chapter Directories 1992 - 2021

Quorum February, 2022

40TH ANNIVERSARY

DIRECTORY CAI-CV IS THE AUTHORITY ON COMMON INTEREST DEVELOPMENTS IN THE COACHELLA VALLEY

DIRECTORY

2021

CAI-CV IS THE AUTHORITY ON COMMON INTEREST DEVELOPMENTS IN THE COACHELLA VALLEY

2020

2019

2018

COACHELLA VALLEY CHAPTER

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40TH ANNIVERSARY

Quorum 2010 - 2021 June 2012

Coachella Valley Community Associations Institute Magazine

InsIde Sun Protection/Cancer Prevention Salt Water Pools vs. Chlorine FHA Banking Fraud Heat Related Emergencies

Co M M u n I t y S p ot l I g h t

Deep Well Ranch

AUGUST 2014

Coachella Valley Community Associations Institute Magazine

JANUARY 2017

JANUARY 2016

JANUARY 2015

Coachella Valley Community Associations Institute Magazine

CAI-CV Past Presidents’ Memories A Historical Timeline of the David-Stirling Common Interest Development Act Terry O’Brien—A Fond Remembrance Photos Throughout the Chapter Years The Times They Are [Not Always] A-Changin…

2006

2004

EDUCATION FOR BOARD MEMBERS

22 Thanks to Great Boards and Managers, Community Associations Remain Popular 23 Helping Boards Find the Right Professionals 26 Board Member Education Scholarship

VERSA

ETTER COMM

27 CAI-CV’s Education for Board Members 33 Education for Board Members, CAI Webinars 34 Facts About the U.S. Common Interest Development Industry

38 From Homeowner to Board Director: The Added Fiduciary Duties and Responsibilities of Directors

What's New for Quorum in 2016 CAI-CV Chapter 2016 Calendar

Bright Signs for the Local Economy

Desert Falls Community Associations

Chapter Strategic Planning

CAI-CV & KESQ PARTNERSHIP | ADVERTISE WITH KESQ 760-340-7115 – RON.DIGRANDI@KESQ.COM

1993

JANUARY 2018

FEBRUARY 2017

Active Shooter - How to Respond

22 Short Term Rental Comparison Chart

“Time to Live the Dream”

FEATURING CAI-CV will energize our members to seek CAI education to elevate themselves & the CID industry.

energize educate elevate

28 35th Anniversary Awards Night

CAI-CV & KESQ PARTNERSHIP | ADVERTISE WITH KESQ 760-340-7115 – RON.DIGRANDI@KESQ.COM

JANUARY 2020

JANUARY 2019

A Buck-A-Door or More

Quorum February, 2022

JANUARY 2020

FEATURING

9 Sun City Palm Desert Community Association

INSIDE THIS EDITION 16

$4.95

JANUARY 2019

Coachella Valley Community Associations Institute Magazine

Ironwood Country Club

Education for Homeowner Leaders

21 2017 Publications for Board Members

2016

1996

Turf and Clotheslines and Short-Term Renters, Oh My!

Thank You Outgoing Board Members

Finding Your Professional Advantage – Ten Ways to Build Your Personal Brand

Ethics — A Reminder of the Importance of Values & Integrity

From the “Twits” to the “Eagles” The CAI-CV Softball Team

Don’t Get Burned!

1998

COM M U

INSIDE

CO A

1981

VA L

2000

E CH

Y LE

Lake Mirage Racquet Club

CIATIO ASSO NS TY IN NI L LA

TE ITU ST

CELEBRATING 35 YEARS OF BUILDING BETTER COMMUNITIES

2002

FEATURING

Healthy HOA/Community Cohesiveness 14 A Road Map to That Happy Place 16 Community Newsletters: the Cornerstone of Your Association Becoming a Community

8 12 26 34 39

Coronado Gardens HOA New Year's Resolutions Proposition 65 Warning Signs QUORUM - Year In Review New Laws from the 2018 Legislature

10 Laguna de la Paz Homeowners Association 16 Speed Bumps - Are They Safe? 26 HOA Earthquake Insurance - Dispelling the Myths and Understanding the Risks 34 The Financial Risks of Not Obtaining a Reserve Study

Atlantis an Evening Under the Sea CAI-CV's Awards and Monte Carlo Night - Friday, January 17, 2020

CAI-CV 2022 TITANIUM SPONSOR SPOTLIGHT By Sierra Carr, CMCA

Lic #896061 C-53 Around 46 years ago, two of the three owners of Gardner Outdoor and Pool Remodeling, Scott and Mike McKenna, were in high school when Mike, the older brother, had a not-so-bright idea. “Let’s dig a pool out behind the football field!” he suggested. Scott enthusiastically agreed. Somehow, they sensed this was going to be good training for their future careers. So, armed with picks and shovels, they were discovered by campus security in the middle of the night digging a great big hole. The security officer announced, “Okay, everybody outta the pool!” Talk about fate. They cut their teeth on pool building with their father in their company, Trimac Pools, before shifting to remodeling and purchasing Gardner in 1994. Today, with their nephew and co-owner, Josh Owsley, they have proudly built a premier Southern California pool remodeling company. There is a key difference between learning this business from looking down from the deck vs. looking up from the hole in the ground. Pools are a complicated piece of engineering due to many factors; soil shifting, hydraulics, chemistry and more. From the moment a pool is filled with water, it begins the process of self-destruction, whether from chemicals In high school, Mike was caught digging a pool behind the football field… by hand! attacking its surface to the earth itself undermining its Today he remodels pools! Was there ever any doubt? stability. Having deep knowledge of the inner workings, Remodeling pools and Backyards since 1969 Quality work at a fair price

In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools! Was there ever any doubt?

Mike McKenna Owner

Pebble Technology, the premier aggregate pool finish inventor and manufacturer agrees since they awarded Gardner license to install their line since 2001. Leslie's Pool Supplies also agrees since, after months of research, they contracted with Gardner to provide 100% of all leads from over 55 stores throughout Southern California. Also, practically every major pool builder subcontracts to Gardner, including Palm Springs-based Tessera Outdoors, the premier pool builder in Coachella Valley. Imagine; remodeling over 1,600 pools a year all began in a big hole in the ground behind the football field. Sierra Carr, CMCA, is the comptroller for Trilogy at La Quinta and works for FirstService Residential. She can be reached at (760) 702-3038 or by email at scarr@mytlq.com. Remodeling pools and Backyards since 1969 Quality work at a fair price

In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools! Was there ever any doubt?

Josh Owlsey Owner OC Office

design and experience of potential underlying challenges is what gives Gardner the edge in a competitive industry. Being in continuous business for 52 years and employing over 150 people, that edge has paid off.

Remodeling pools and Backyards since 1969 Quality work at a fair price

Scott McKenna

Remodeling pools and Backyards since 1969 Quality work at a fair price

In high school, Mike was caught digging a pool behind the football field… by hand!Today he remodels pools! Was there ever any doubt? Lic #896061 C-53

Lic #896061 C-53

Remodeling pools and Backyards since 1969 Quality work at a fair price

Lic #896061 C-53

Lic #896061 C-53 Lic #896061 C-53

Thank you to Gardner Outdoor and Pool Remodeling for their generous support of CAI-CV! Lic #896061 C-53

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40TH ANNIVERSARY

Forty Years at CAI-CV

(Part 1 of 3) By former CAI-CV Director and President, Gen Wangler PREFACE I missed the first meeting of the 40th Anniversary Committee. Accordingly, I was appointed to write an article on the history of the Chapter. It has been quite an undertaking. I’ve relied on old Chapter newsletters, Quorum magazines, my own memories, and memories of other longtime Chapter members to put this together. After a summary of the beginning and early years of the Chapter, this article reviews each year, providing highlights, mostly our many social/fundraising events, and mentions of Chapter members. Sadly, some members are no longer with us, but some are still around and actively involved with CAICV. I hope you enjoy this trip down memory lane!

did some research and learned of the Community Associations Institute, the national organization, and began the process of applying for a chapter. Jerry worked with management company owners to organize the Chapter, including Bob Sandifer, who had started Resort Community Management, Jim Lewis, who worked for Bob and later started Desert Management

reveals that regular monthly programs were being presented at Ironwood Country Club, although we went dark in the summer. Featured speakers were Wayne Guralnick (Guralnick McClanahan & Zundel), and representatives of the Coachella Valley Water District (CVWD), Southern California Gas, and Southern

THE EARLY YEARS It was 1981 when the seeds of our Chapter were first formed. Jerry Cavoretto, who had started Desert Association Management in 1975, also worked for Johnnie Dawson, developer of Seven Lakes Country Club in Palm Springs and Marrakesh Country Club in Palm Desert. Homeowners associations were these curious new entities created to operate housing developments. In order to agree to financing these new “entities,” banks started to require incremental building, meaning selling out phases of homes before opening new phases. Dawson asked Jerry, “Find out about homeowners associations.” Jerry

Quorum February, 2022

in 1981, and Melissa Layton, then with Ironwood Property. Dave Mieneke, with Irontree Management, was also involved. Gary Weidle (The Springs Community Assn.) served as our first president, and Bob Tuvell, CPA (Tuvell & Associates), served as president in 1982. Duke Baker (Classic Realty) served as president in 1983. We have one issue of the Chapter newsletter for that year. It

California Edison. Wayne Guralnick served as president for 1984. The one newsletter we have for 1984 promoted the CAI’s PMDP (Professional Management Development Program) course offerings. The closest classes available for our local managers were in Newport Beach. No such thing as remote learning back then. Sabby Jonathan (Maryanov, Madsen, Gordon & Campbell) took over as president for 1985. Other directors

40TH ANNIVERSARY

were Melissa Layton (Desert Resort Management), Wayne Guralnick (Wayne S. Guralnick, APLC), Norma Walker (Portola Country Club), Stan Feldsott (Feldsott, Lee & Gemert), Karen Conlon (George Elkins Co.), Al Smith (Palm Desert Greens), Charles Shiver (The Carlson Group), Fred Baughn (Rancho Casitas Homeowners Association) and Phyllis Jackson (Palm Desert City Council and Phyllis Jackson Realty). The November 1985 issue of the newsletter stated that the membership was at 60, and the goal was to increase membership by 25 percent. Members were encouraged to bring at least one guest to the programs. The Second Annual Round Table Seminar was presented on Saturday, April 13, 1985, from 9:00 a.m. to 2:30 p.m. at The Lakes Country Club, and included lunch. Each table had a moderator from a different specialty, and topics included budgets and reserves, developer transition, energy conservation, new legislation, maintenance, management and security. Although this was the second Round Table Seminar, we have no information of the first. But it seems that these seminars were ambitious and foreshadowed the impressive education offerings we now have 40 years later. Our 1986 president was Mellissa Layton. The Chapter began its tradition of presenting the Annual Legislative Update. Wayne Guralnick, delegate to the California Legislative Action Committee (CLAC), was the speaker. Gary Weidle (Fortune West Management) also served as a CLAC delegate. Al Smith served as president in 1987, and Jeff Lilley (State Farm Ins.) served as president in 1989. Board members were Jim McCaughey (FirstBank), Bobbie Gaffney (Resort Community Management), Gary Weidle, Sally Brown (DRM), Melissa Layton, Liz Jaeschke (NN Jaeschke Management), John Turnbull (The Lakes CC), Wayne Guralnick (Guralnick & Zundel) and CJ Klug (Palm

Desert Greens). In January, the board decided to finish the year without a CED. The name of this CED, who was part-time, is not mentioned, and we have been unable to figure out who that was!

About a half hour into the meeting the ceiling started leaking heavily and water poured down everywhere. Suffice it to say the meeting was quickly adjourned. Later in the year, we moved our monthly meetings to Sunrise Country Club.

1989

1992

Gary Weidle again served as president. Membership was at 90, and the goal was to increase membership by 10 percent by July 1990. Increasing membership was a central goal through the 1980s, and of course that continues. The first annual Golf Tournament was held in May at Palm Valley Country Club. The tournament committee was chaired by Gary Butler (Asphalt MDs). Gary reported to the Board that the net income goal of $2500 was exceeded. Imagine if our current golf tournaments only brought in $2500! Today’s (prepandemic) golf tournaments bring in an average of $20,000 in net income! The monthly programs were held at the old Columbia Savings and Loan in Palm Desert. The community room was free, and coffee and donuts were served courtesy of volunteers, including Joy Duigud (Resort Community Management), Lori Fahnestock (Fumea-Pest) and me. The cost to attend was $10 for members, $15 for nonmembers. Simpler times!

John Turnbull (Sunrise Country Club HOA) served as president. At this time, fundraising and opportunities to network and socialize became an important focus of the Chapter. The Golf Tournament was held in April, with Doug Robinson’s Lincoln Security Services foursome taking first place. In July 1992, Social Chair Lori Fahnestock organized an “End of Season Luau” at the Esmerelda Resort. It was a huge success. Also in 1992, the Chapter hired Michael Neufeld as Chapter Executive Director (CED). The Chapter “shared” him with the Inland Empire Chapter. The first trade show was held in November 1992: The “HOEDOWN” Trade Show and Community Association Day was held at the Hyatt Grand Champions. It was an all day affair, with all 48 booths decorated in a western theme. Four “mini-seminars” were also presented. This year saw the addition of two more PCAMs: R. Carol Amar (Palm Desert Greens) and Carol Whitlock (DRM). We had three other PCAMs at the time: CJ Klug, Gary Weidle and Melissa Layton.

1990 C.J. Klug took over as president. David Peters (Peters & Kovalsky) edited the Newsletter, and wrote a Q & A column, “Dear David.” The newsletter was up to 20 pages, and was filled with lots of timely and informative articles.

1991 Jerry Cavoretto was president, and the focus was on education for managers and board members. Many breakfast meetings were held at Denny’s. Jerry recalls that at one such meeting, with about 20 members present, it had started to rain.

1993 The Chapter board recognized that the Chapter was dependent on volunteers for its success, and saw the need and obligation to honor our many volunteers. Thus, the first Awards Dinner was held on September 24, 1993. Elly Dowd (Santa Rosa Cove Association) was president. Elly was the first homeowner member to serve on the board, and the first homeowner to serve as president. She oversaw the Chapter moving into its first office and brought the PMDP classes to the Desert,

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40TH ANNIVERSARY

making it a little easier for managers to work toward their PCAM designations. Carol Amar was the editor of the newsletter, which became Quorum. The fall National Conference was held in Seattle. The Chapter received the “Medium-Sized Chapter of the Year” award. Elly Dowd, John Turnbull (Sunrise Country Club) and CED Mike Neufeld accepted the award from National President Steve Harvill. Terry O’Brien was named the new CED. Terry was a graduate of Yale University, studied law at the University of Minnesota, and had served in the U.S. Army. He then had a successful business career, and had a background in fundraising for nonprofits. Terry brought a great deal enthusiasm, and a special sense of humor, to his role. We closed the year with the first

Quorum February, 2022

Holiday Party at Rancho Mirage Country Club on December 17. Admission price was $12 and a pair of socks to be donated to Martha’s Kitchen.

1994 Kay Ladner (Morningside Community Association) served as president. The Chapter made its TV debut in September. “CAI Reports” aired on channels 4 and 10 on Thursday evenings. The programs featured Chapter members addressing various association topics. The first “stars” included Kay Ladner, Gary Butler, Carol Fulton (LaBarre/ Oksnee Insurance), Julie Adamen (Palm Valley HOA) and myself. The “Greatest Golf on Earth” tournament, again chaired by Gary Butler, moved from Palm Valley to Rancho Mirage Country Club.

In August, we boarded a bus bound for the Del Mar race track. Managers were treated to breakfast and “morning” beverages on the way down, and the sponsoring business partners had the opportunity to give a quick pitch about their businesses. Also, as we went down the road, Chapter Executive Director (CED) Terry O’Brien explained how to pick the winning horse. It was quite simple. The horse with the longest tail was sure to win. We believed him, since he was a true horse lover. “Evening” beverages were served for the ride home.

1995 Gary Butler took over as president, with his usual f lourish. Well, he appeared in a diaper! Not such a big deal considering it was the New Year, right? I don’t know whose idea it was, but

40TH ANNIVERSARY

this was the year we formed a coed softball team. We were called “The Twits,” and led by head coaches Gary Butler and Dan Barnett (Packard & Associates). Team members included Peggy Redmon (Guralnick & Associates), Jim and Kathy Schilling (Valentine Construction), Cardinal Ambrose (Palm Desert National Bank), Kay Ladner, Josh Schilling (Valentine Construction), Dave Peters (Peters & Freedman), Wayne Carlson (Brabo, Carlson & Cahill ), Janice Weishaar (The Springs Community Association) and Cheryl Wyatt (Resort Community Management). CED Terry O’Brien was at every game, cheering us on, yelling at the ump, and generally making our (mostly) losing team a lot of fun. Steven Shuey (Desert Island Community Association), and Jerry Cavoretto (Desert Association Management) made most every game, too! Initially, the Twits were, well, disappointing. No wins. Then on May 8, 1995, we won! By forfeit! Oh, well. We kept going, though, and started to legitimately win games. We changed our name to match our growing abilities: The CAI Flying Eagles.

The Awards Dinner this year was a special one. It was held at Mission Hills and featured the Stan Miller Big Band. President Gary Butler showed up in yet another costume, a “split personality.” Monte Carlo Night was especially memorable. It was held at Palm Valley and we used a roaring 20s/speakeasy/depression theme. It was realistic to say the least. To enter, guests had to make their way around trash cans, trash heaps, bottles, and a drunken bum laying on the ground. Later, the bum made his way inside, checking out the action. He didn’t fit in among the glamorously dressed guests, and Palm Valley management actually asked him to leave, but he continued his rounds through the room. Well, it was no bum, exactly, it was Dan Barnett, another of our members frequently found in costume. He kept up the act throughout the evening. We talked about that for years. Margaret G. “Gen” Wangler, Esq., CCAL, is retired from the law firm of Fiore Racobs & Powers, A PLC, where she served as a senior shareholder. Gen can be reached at genwangler@gmail.com.

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40TH ANNIVERSARY

Forty Years at CAI-CV (Part 2 of 3) By former CAI-CV Director and President, Gen Wangler

1996 Carol Fulton took over as president. Carol’s highest priority for the Chapter was providing educational opportunities for managers. She was instrumental in establishing a scholarship fund in 1999, now called the “CAI-CV Carol A. Fulton Scholarship Fund.” As some will recall, CAI National used to hold two conferences each year, one in the spring, one in the fall. In 1996, Spring Conference was held in New Orleans, and the Fall Conference was scheduled to be held here in the Valley, for the first time. So Carol led a group from our Chapter to New Orleans and hosted a booth to promote the conference. She, Lori Fahnestock and Peggy Redmon dressed up in snazzy golf wear and handed out goody bags, and John Turnbull dressed up as a date! John Turnbull dressed up as a date!

On April 1, National announced that the CV Chapter was leading all other Large Chapters in membership growth. Clearly, thirteen years after its founding, the Chapter had an enthusiastic and dedicated Membership Committee that worked to gain new members, and, importantly, retain existing members. On April 26, the Golf Tournament was held at Rancho Mirage Country Club, and was once again a big success. I think that was the year that Valentine Construction went “all out” to decorate its tee, including painting a huge red valentine on the green! Uh oh. This did not go over well with the grounds crew. The Colorspot team comprised of Bob Wright, Jacque Wright, Greg Cairns and Joe Van Fleet took first place this year. We stayed at RMCC for quite a few years, but moved on when the Club manager was “shocked, shocked,” to learn that there was alcohol being served on the premises!

Quorum February, 2022

Monte Carlo Night, “An Affair to Remember,” was another big success. Seen at this glitzy event were Sherri Arnswald and Nancy Duane (Palm Desert Resorter), Cindy Calquhoun (Shadow Mountain Resort), Mike Livingston (The Monarch Group), Gloria Kirkwood (Rancho Las Palmas Association), Jim Schilling (Valentine Construction) and managers Nena Rutherford, Sharron Badham and Kay Maloy (RCM).

1997 Peggy Redmon presided over 1997. In October, a “Vendor Round Table” was held at the regular monthly meeting, the first “mini trade show.” The hosting vendors (now referred to as “Business Partners,” of course), gave away lots of prizes to managers in attendance. Rich Duffy (Professional Association Management) won two Chargers tickets from Peters & Freeman; Gloria Kirkwood won two tickets to Monte Carlo Night from Desert Property Maintenance & Const.; Sharron Badham won a cookie basket from American Leak Detection; Janice Deggendorf (RCM) won a $100 Savings Bond from Bank of Commerce; Deanna Provenza (PD Resorter) won two tickets to an amusement park of her choice from Gafcon; Cam Anderson (Avail Property Management) won two hours of maintenance work from Valentine Construction. Other items were donated by LaBarre/Oksnee Insurance, Commercial Pool Service and

40TH ANNIVERSARY First Community Bank. Cash prizes were won by Sharlene Pierce and Donna Gorton (RCM), and Kay Tuttle (Mesquite Country Club).

1998 Mike Walker (PGA West Residential Association) served as our president. The annual golf tournament, chaired by Tim Hoss (Vista Paint) and Scott Brewbaker (Goodwin Painting), was held in April, and was again a big success. In August, we were off to the fifth annual Day at the Races, courtesy of co-chairs Rich Warfield (PPM) and Mike Livingston (The Monarch Group). We then had a blast at the Summer Sizzler, “Disco in the Desert (CAI Will Survive!).” Fun summer!

Mardi Gras Magic was the theme for the Awards Dinner in January, and featured gaming tables and dancing to arrangements by the Johnny Meza Group. Past president Doug Robinson announced Carol Whitlock’s (Monterey Country Club Association) induction into the Chapter’s Hall of Fame, and Marilyn Ramos was named “Chairperson of the Year.” We established the Public Relations Committee, comprised of Stu Bailey, Jim Manning (MG/1st Pro) and Tony Maranino (PPM). The goal of course was to raise CAI’s visibility in the Valley.

2001 1999 Doug Robinson (Lincoln Security) was president. The talk at this time was the coming “Y2K.” The February Quorum featured articles on this topic by Mike Livingston, Wayne Carlsen, Larry Pothast (First Bank Association Services) and Jodi Brewster (Bank of Commerce). The monthly program addressed the same topic, and was coordinated by Sabrina Afkhami (Del Mar Pacific) and Diane Eggleston (GafCon). Steven Shuey and I started writing columns on associations for the Desert Sun. The two of us took turns providing a Q & A column for the Sunday Real Estate section until 2008, when the real estate market, and the whole economy, crashed and the Sunday Real Estate section disappeared.

2000 Mary Walker (Personalized Property Management) was our president. Board members at the time included Steven Shuey, Rich Warfield, Tom Albert (RCM), Doug Robinson, Stu Bailey (First Community Bank), Jodi Brewster (US Bank), Wayne Carlsen, Marilyn Ramos (Guralnick & Gilliland), Peggy Redmon (Law Offices of Peggy Redmon), Jim Schilling and Bob Wright.

Steven Shuey took over as president. The attorney panelists for the May program “Legal Minds Debate Complex Issues,” included Ron Green (Duke Gerstel Shearer), Janet Powers (Fiore Racobs & Powers), Luis Ventura (Guralnick & Gilliland), and Peggy Redmon. Those present at this program, held at Woodhaven Country Club, included Rob and Ron Winkle (Western Pacific Roofing), Gary Weidle (Fortune West Management), Roy Holt (Desert Princess Country Club), Jim Lewis (Desert Management), Bobbie Gaffney (The Monarch Group) and Jim Cox (James W. Cox Insurance Consultant). The 8th Annual Del Mar Day at the Races was again a popular event. Enthusiastic attendees included Patrick Simmsgeiger and Maria Angel (Diversified Waterscapes), Russ and Susie Stacey (Mr. Rooter), Zoe Lombard (The Monarch Group) and Keith Lavery (The Monarch Group).

2002 Tom Albert (Albert Association Management) served as president for 2002. The Chapter hired Henry Kriegel to serve as Assistant Executive Director. Henry had retired from the priesthood and moved to the Coachella Valley from Pennsylvania for health reasons.

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In May, we had the “first annual” Snowball Party at the top of the Palm Springs Tram. Sponsors included M.C. Construction, Powerful Pest Management, LaBarre/Oksnee Insurance, Guralnick & Gilliland, Time Warner Cable, Bill Waddell Painting, The Law Offices of Peggy Redmon, Electric Car Distributors, Desert Take Five, Lincoln Security and DD Painting. In August we were again off to the races at Del Mar, filling two buses. Enjoying the fun were Kay Ladner, Gary Flanders (Flanders Paint), Ernie Casto (Casto Roofing) and Mercedes Oswald (Albert Association Management). Based on prior experience, for the trip home one bus was designated the “quiet bus,” and the other was not. I don’t know what went on in the quiet bus, but the other bus became known as the “joke” bus. We took turns grabbing the microphone at the front of the bus to tell (very clean) jokes. Actually, the fight for the mic was mainly between Dan Barnett (California Window & Door) and Ron Henry Kriegel Olsen (Guardsmark). This year also saw the first fall golf tournament. Future Chapter president Nikki Even (Alante Insurance) suggested a second tournament, and it was a big success. Other committee members were Russ Stacey, Laura Days (Guralnick & Gilliland), Zoe Lombard and Grace Davis (The Monarch Group), Mercedes Oswald, Ken Carteron (Palomar Bank), Mike Livingston (Outdoor Resort -Palm Springs) and Maryann Hendrix (Albert Association Management). And, as of November 1, 2002, Henry Kriegel became our CED. After serving for ten years, Terry O’Brien decided to step back and relax a little.

2003

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2004 Rich Warfield continued as president, due to president-elect Jim Schilling’s resignation from the Board. The invaluable Jodi Brewster (Personalized Properties) continued as managing editor of Quorum and also served as Assistant CED. In March, due to the Chapter’s growth, we moved to a new office. It was next door to the “old” office, but offered more space for all the committee meetings and other activities that were taking place. Managers continued to meet informally each month at a Starbucks to exchange ideas (and probably war stories). Participants included Murray Quance (Euclid Management), Zoe Lombard, Stan and Cindy Gould (Personalized Property Management) and CJ Klug (Palm Desert Greens).

2005

Rich Warfield and Tom Albert

Rich Warfield took over as president. The Managers Committee introduced a monthly meeting of managers to discuss issues of concern and share ideas. The Committee was chaired by Mary Walker and Mike Livingston. Attendees at the informal get togethers included Jerry Cavoretto, Gayle Bock (Gold Coast Management) and Debbie Griffiths, Grace Davis and Lynn Gilliam (The Monarch Group). The annual golf tournament was again a big success. The

winning foursome was the F & F Construction team, comprised of Jon Foster (F & F Construction), Rich Warfield, Mike Livingston and John Warfield (PPM). (Not surprising that this team won!) Doug Robinson (Securitas) and his wife Debbie opened their beautiful home for “Martini Night,” a fundraiser for the manager scholarship fund. Those present included Jim Lamb (James Lamb Co.), Ken Phillips (Magik Glass & Door), Mary Howell (Epsten Grinnell & Howell) and Wayne Guralnick (Guralnick & Gilliland). Doug and Carol Fulton’s husband Don tended bar and didn’t skimp on the martinis.

Bob Wright (Desert Take Five) became our president. Bob presided over a very active year for the Chapter. We enjoyed the 10th annual Del Mar trip, spring and fall golf tournaments, a Business Expo and the 20th Annual Legislative Update. Our monthly programs addressed topics including security, banking and identity theft and an update on “Association Management for the 21st Century.”

2006 Mike Livingston (PPM) took over as president. The Koachella Klieg Lights, the Quorum “gossip” column, informed us that The Monarch Group had named Charles Clark and Kristin Berryhill to its portfolio manager team, and that PPM had added Josh Dickey to its management team. Valerie Ward (Waste Management) continued her “Recycling Tip of

40TH ANNIVERSARY

the Month” column for Quorum. Woodhaven Country Club hosted the Spring Golf Tournament for the first time. The winning team, with a score of 53 (!) was Western Pacific Roofing, with players Sig Hall and Rob Winkle (Western Pacific Nikki Even Roofing), Tom Payne and Mike Livingston. Doug Luhring (Oasis Country Club) made the first hole-in-one in the history of the tournament. The first annual Billiards Nite was held at Sun City Palm Desert, put together by Nikki Even (Alante Insurance) and Jennifer Kronebush (Water Extraction Team).

Building Relationships

2007 Nikki Even-Caster became president. In February, the Chapter held a “Texan Hold’em” event. Maureen Gaffney (The Monarch Group) and Dave Peters (Peters & Freedman), instructed the uninitiated on how to play. Committee members included Sylvia Avalos (Desert Community Bank), Kristin Berryhill, Tad Black (Signarama), Charles Clark, Maureen Gaffney, Cyndi Gould (PPM), Mike Johnson (Paul Davis Restoration) and Matt Robles (Ecolab). Having fun, though maybe not winning, were Diane Arnce (Powerful Pest Management), Patricia Moeller (Gold Coast Enterprises) and Becky Hayes (LaBarre/Oksnee Ins.). The Business Expo was held in April at Palm Valley. Over 60 vendors had booths, and managers and board members attended a seminar on “Reserves from A to Z” by Scott Clements (Reserve Studies, Inc.) Summer Sizzler returned after five years, co-chaired by Lori Fahnestock and Zoe Lombard. Dan Barnett served as emcee. Some of us participated in a hula hoop contest, including Mike Graves (SCT Reserve Consultants), and the guys showed off their legs in a “best legs” contest. Ron Green (Green Bryant & French) was an enthusiastic contestant. In October, we learned that our long time CED Terry O’Brien had died. Quorum noted that under his leadership the Chapter grew from fewer than 250 members to over 600 members.

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Margaret G. “Gen” Wangler, Esq., CCAL, is retired from the law firm of Fiore Racobs & Powers, A PLC, where she served as a senior shareholder. Gen can be reached at genwangler@gmail.com.

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40TH ANNIVERSARY

Interviews with CAI-CV Past Presidents Question: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes? Answer: More demands on both business partners and managers makes it harder to participate. The need for more ongoing education. Question: Has CAI-CV and the industry evolved to where you thought they would be today? Answer: It’s great that the Chapter has grown so much, but it’s also harder to get to know all the new members.

Bob Wright President in 2005

By Sharron Badham, PCAM Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: As a Chapter, we all had a good time together and made lifelong friends. Our Chapter parties were great fun and encouraged people to join. Question: What were some of the goals for the Chapter you might remember? Answer: EDUCATION, Education, Education – finding ways to provide more education for all our members. Question: What were some of the challenges you faced? Answer: Finding more ways to bring everyone together, business partners, managers and board/committee homeowners. Growing the Chapter. Executive Director Henry Kriegel and I worked tirelessly to bring new people into CAI. Question: What do you think were your and/or the Chapter's greatest or most significant achievements? Answer: Reinvigorating the Business Partner Committee and getting business partners joining and working on a Chapter Committee.

Quorum February, 2022

Question: Have you stayed involved in the industry and CAI-CV? Answer: Yes, for many years, but 3 years ago I moved into another field and have stepped away from my involvement with CAI – CV, but I am happy to say that many of the friends I made are still good friends today. Question: Do you have any comments or suggestions to the current Board and members, or to the industry? Answer: Go back to face-to-face education A Few More Thoughts: On a personal note, I served on the Board for 14 years; I remember going to the National Annual Conferences which seemed to bring the Chapter together; training classes at the National Conferences in New Orleans, Atlanta and Tucson were amazing. During my tenure on the board, we doubled the size of the Chapter office. I was also an advocate and campaigned to get more women on the Chapter Board of Directors, members such as Sharron Badham, Gloria Kirkwood, and Nena Rutherford, who today, are all still involved with the Chapter in one way or another. Sharron Badham, PCAM, works for Associa Desert Resort Management. Sharron is the Association General Manager at The Hideaway Property Owners Association in La Quinta. Sharron serves on the 40th Anniversary and Wine Tasting Committee and has been a guest speaker for many CAI-CV classes over the years. She can be reached at (760) 393-5211 or by email to sbadham@drminternet.com.

40TH ANNIVERSARY Question: What were some of the goals for the Chapter you might remember? Answer: It was about retaining membership and the growth of the Chapter. The goal was to gain more membership from board members to the Coachella Valley Chapter and provide outstanding educational programs and instruction. Question: What were some of the challenges you faced? Answer: The biggest challenge was finding speakers and topics that were of interest to the membership as a whole. The board and committees worked well and were very supportive of each other, and it was almost like it was on autopilot. Question: What do you think were your and/or the Chapter's greatest or most significant achievements?

Doug Robinson President in 1999 By Fran Mullahy Doug Robinson co-founded Lincoln Security in 1980 and later sold to Securitas Security in 2003. He remained with Securitas as Vice President and Managing Director until his retirement in 2016. Securitas continues to maintain its membership with CAI. In 1991 when Lincoln Security came to the Coachella Valley, Doug joined CAI-CV on community manager Joy Duguid's guidance. Doug watched his company grow and attributes much of its success to CAI through the many business relationships and personal friendships he has made over the years. Doug served seven years on the CAI-CV Board of Directors and served as president in 1999. Doug and his wife live in Indian Wells and continue to enjoy retirement in our beautiful Coachella Valley. Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: Being president was easy. It was the committee chairperson who did the work. The committee chairpersons were so professional and ran each committee so well. I remember how willing the committee chairs were to do what needed to get done and how well attended the CAI events were, especially the social events. Remembering Carol Fulton and how involved she was with this chapter; she was a great ambassador and a wonderful person.

Answer: The Chapter in action and the fact that the Chapter continued to grow were significant. Question: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes? Answer: CAI-CV is unique compared to other chapters. After involvement with other chapters, Coachella Valley is a close network of managers and business partners that collaborate well to accomplish the goals of CAI. Question: Has CAI-CV and the industry evolved to where you thought they would be today? Answer: Yes, I think it has become more efficient. With new and ever-changing legislation and laws, CAI helps keep its members educated and up to date. Question: Have you stayed involved in the industry and CAI-CV? Answer: It’s been five years since I have retired and left the industry. However, I made many friendships with managers and still stay in touch. Question: Do you have any comments or suggestions to the current board and members, or to the industry? Answer: My hat is off to this chapter's hard work and professionalism and its committee members, board of directors, and members. Thank you for reaching out. It was an honor to be part of this talented and dedicated group of individuals. Fran Mullahy is Business Development Manager for Conserve LandCare. Fran has over 20 years of experience working in the landscape industry in the Coachella Valley and can be reached at (760)427-5087 and fmullahy@conservelandcare.com.

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40TH ANNIVERSARY

40th Anniversary Forty Years at CAI-CV! (Part 3 of 3) By former CAI-CV Director and President, Gen Wangler (Read part 1 on page 18 and part 2 on page 22 in this issue.)

PART 3 2008 Sharron Badham (Andalusia at Coral Mountain) took over as president. The January breakfast program focused on developer transition issues. Attendees included Chris Meyers (Asphalt MDs), Doug and Lee Bothe (Joanne M. Allen & Associates), Nena Rutherford (DRM), Josh Dickey (PPM), Cam Anderson (Avail Management) and Sarah Guralnick (Palm Desert Greens). In May, the Education Committee presented a “Hawaiian Luau” to raise funds for the manager scholarship fund. Held at Carol Fulton’s home, it was a fabulous party, with everyone decked out in Hawaiian outfits and leis. We raised about $5,000 for the scholarship fund. Dana Brown (DRM) won the grand prize, a trip for two to Hawaii. The Awards Dinner in November, chaired by Grace Von Seggen and Rick Rapp (The Monarch Group), was one of those very special evenings. Guests were greeted at the red carpeted entrance to the newly remodeled Heritage Palms Country Club clubhouse. Mike Livingston was honored with the Hall of Fame Award, Matt Lawton (Prendiville Insurance) with the Business Partner of the Year Award and PGA West won Association of the Year. Kristin Berryhill-Hood cleaned up, winning Committee Member of the Year and Member of the Year.

2009 Cyndi Koester (Community Association Banc) was president.

Quorum February, 2022

CED Henry Kriegel retired, and the Chapter welcomed Cardinal Ambrose as the new Chapter Executive Director. Cardinal, like our previous CEDs, had a strong academic background, having earned a BA and an MBA, with a concentration in management. In August, we had our first ever bowling event, the “Hula Bowl,” at Palm Springs Lanes. Seen showing off their bowling talents, or lack of them, were Rob and Ron Winkle (Western Pacific Roofing), Louise Stettler (Epsten Grinnell & Howell), Maryann Hoss (DRM), Dan Farrar (FirstService Residential) and Lavona Grillo (PPM), who won the top raffle prize, a 32” flat screen TV.

2010 Gloria Kirkwood took over as president. The first ever “Country Western Roundup” was held in February at Sunshine Landscape. Jesse and Carlos Contreras went all out on décor, filling the area with f lowers, plants, bales of hay, a stage and even a cow pen to hold “Hurricane,” a real cow. Without going into too much detail, Hurricane’s role was to determine the winner of the cow-pie bingo game.

2011 Art Coulter (Palm Valley Country Club Association) took over as our second ever homeowner president. We also had a new CED, Wendy Van Messel, as Cardinal Ambrose became an association manager. Wendy had been an executive assistant with Desert Resort Management. The Golf Tournament, “The Golden Eras of Golf,” was held at Palm Valley, co-chaired by Tad Black (Gothic Grounds Maintenance) and Becky Hayes (LaBarre/Oksnee Ins.). The hole sponsors went all out to entertain the players with themed booths, decorations and food: NPG Paving served delicious breakfast sandwiches; Asphalt MDs constructed a Gold

40TH ANNIVERSARY

Margarita bar (where the foursome I was with allowed many foursomes behind us to just “play through”); AMS Paving set up its ever popular taco bar; and the kilted girls of Desert Resort Management served jello shooters. We were well fed and hydrated. This year’s Day at the Races was another big success. We had our own private suite, which included betting windows, a patio overlooking the track and TV monitors for viewing the races. Attendees included Ashley Layton (DRM), Gary Butler, Brenda Morse (Monarch Management), Lori Fahnestock, along with her mom Patsy and son Quin, and Christina Baine-DeJardin, Esq. (Peters & Freedman). The awards dinner, “2011 Gems of the Desert,” was a particularly fun evening. Held at Desert Willows, over 180 of us were dressed up and looking good. It seemed like everyone was there, but to name a few: Nena Rutherford-Milward (DRM), Pat Smith (The Veneto), Shelly Reugsegger (PPM, “Community Association Manager of the Year”), Micha Ballesteros (Flood Response), Gina Roland ( Dunn-Edwards), Leslee Williams (DRM, “Rookie of the Year” and “Volunteer of the Year”), Gerard Gonzales (Albert Management, “Committee Chair of the Year”), Jesse and Carlos Contreras (Sunshine Landscape, “Business Partner of the Year” and “Member of the Year”).

2012 Rob Winkle (Western Pacific Roofing) served as president. In February, “The Year of the Dragon” themed casino night was a big success. Chair Jeff Grady (Signarama) was ably assisted by co-chair Gloria Kirkwood and committee members Tad Black, Jamie Saldivar (DRM), Micha Ballesteros, Sue Anderson (Universal Protection Service), Gerard Gonzales, Lori Fahnestock, Louise Stettler and Leslee Williams. Awards Night, another glittery occasion, was held at Indian Wells Country Club. Those in attendance included Keri Frediani (Albert Management), David Kline (Fiore Racobs & Powers), Kaity Bohegian (Securitas) and Mike Mastroprieto (Orange Coast Building Services).

2013 Nena Rutherford-Milward (DRM) took over as president. Under her leadership, our educational offerings continued to expand. The Essentials of Community Association Volunteer Leadership course was presented in April, the M204 Course Community Governance, one of the courses required for the PCAM designation, was presented in Palm Desert and we began to offer the Educated Business Partner designation. CED Wendy Van Messel resigned, but not from CAI. She moved on to work for the California Legislative Action Committee (CLAC), and was replaced by Terry Smith. Nena had her hands full, though, because Terry unexpectantly announced that she was moving to Texas! We were without staff for a while, until our new CED, Stacy Estrada, was brought on. In July, we again traveled down to San Diego for Del Mar Day at the Races. The hats were something to behold! Enjoying the day were Paula Tapia (Pacific Western Bank), Mike Graves (SCT Reserves), Fran Mullahy (Vintage Associates, Inc.), Monica Alvarado (DRM), Nena Rutherford-Milward, Jamie Circle (DRM) and Jerry McDonald (The Management Trust).

2014 Christina Baine-DeJardin, took over as our president, announcing in the January Quorum’s President’s Message her goals of improving communications through social media and supporting CLAC. She also announced that the Chapter had grown to 502 members, making us a “large” chapter. The Chapter’s Education Committee introduced the “Managers on the Run,” or MOTR, classes for association managers. In July, the Chapter Board announced that Cal Lockett would be taking over as CED. Cal has a strong academic and business background, having held executive positions for Bank of America and WellPoint. He served as B of A’s Chief Lobbyist in Sacramento. Cal also had extensive nonprofit management experience, and had also served as president of two community associations. At the time the Chapter hired him, he was president of The Orchard Estates in Indio. His manager, Lori Albert (Albert Management), asked him to come

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40TH ANNIVERSARY

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Asphalt MD's CBCI Construction, Inc. talk with the CAI-CV Board, and the rest is history. The year Control), Carlos Contreras (Sunshine Landscape), Matt Lawton Diversified AsphaltRhonda Products closed with the Business Partner Holiday Open House, held at (Prendiville Insurance), Drews (DRM), Jolen Zeroski Avondale Golf Club. The club was decorated beautifully, and (Union Bank) and Carolyn Chesnut (DRM). Many members Dunn-Edwards Paints we were entertained by the Palm Desert High School Chamber of other chapters in town for the Legal Forum stayed on and Epstenour Grinnell Howell, APC Singers. Most importantly, we raised money for The Narrow enjoyed event as& well. Door’s Christmas Store, which helps less fortunate families Fiore Racobs & Powers, A PLC 2017 provide Christmas gifts to their children. LaBarre/Oksnee Insurance Agency, Inc. Phyllis Harkins (The Management Trust/Portola Country 2015 Club Association) became our president. Phyllis’s vision for the PrimeCo Tad Black (Gothic Grounds Maintenance) took over as our Chapter was to Energize the Chapter, Educate our members and Seacoast Commerce Bank

president. Although leading in his own special, entertaining Elevate us as the source for CID information and education. way, Tad’s serious focus for the year was on attracting assoWe started the year with Awards Night, held for the first ciation board members to CAI. As such, the very first Board time at the Omni Rancho Las Palmas. The event was beautiLeak Locators Member Workshop (BMW) was held in February at Shadow fullyAccurate planned and executed by chairs Kristin Berryhill-Hood Mountain Resort, just before the Corks for CLAC wine tasting (DRM) and Larry May (AMSL.L.P. Paving) and their committee. Peters & Freedman, event. Just a little “carrot and stick” to encourage directors to Attendees included Lisa Glogow (Powerstone Property join the Chapter. Management), Mike Traidman (Mira Vista at Mission Hills), The Golf Tournament was held at The Springs. This marked Rob and Ron Winkle (Roof Asset Management), Grace Paluck AMS Paving, Inc.husband Mike, Dan Stites (CBCI the first time that this club had invited a nonmember spon- (The Management Trust) and sored organization to play. We must have behaved ourselves, Construction), Anderson (Adams Stirling PLC) and Ronda Pacific Sue Western Bank because we were invited back the next year. John Walters-Clark Henry (SERVPRO of Palm Desert). Western Pacific Roofing (NPG/Nelson Paving) and Kyle Albert (Albert Management) Our June bowling event celebrated “real life superheroes,” chaired the Golf Committee. Sponsors included Flood those folks who are on the scene saving lives and protecting Response, Tinnelly Law Group, CBCI Construction, Frazier us when bad things happen. Sponsors included Conserve Pest Control and EmpireWorks. LandCare,Flood PacificResponse Western Bank, Vantage Point Construction, This year’s bowling event was huge. Almost everyone was Allied Universal, Dunn-Edwards and Diversified Asphalt decked out in Hawaiian shirts and leis for the Aloha Bowl at Products. Palm Springs Lanes. Among those having fun were Jennifer Zeivel (PPM), Charles Walters-Clark (DRM), Phyllis Harkins 2018KESQ News Channel 3 (Palm Desert Country Club), Rick Rapp (DRM), Mike Rey Yours truly became president this year. We were very excited SCHOLARSHIP SPONSOR (Rey Insurance), Rodney Bissell (Bissell Design Studios) and to move into our new office, which contains a large classroom, Kimberli Taylor-Burke (O’Connell Landscaping). a conference room and office space for staff. Our business partPacific Western Bank We closed out the year with the Mardi Gras Awards at ners were generous with their services, and donations, to get Bermuda Dunes Country Club, all decked the office built out and ready to move in: out in colorful masks. Vantage Point Construction, AMS Security, MRC Technology Solutions, Vista Paint 2016 and Sherwin Williams all contributed to Gerard Gonzales (Albert Management), the effort. took over as president for this 35th anniIn April, CAI National announced versary year. Gerard’s goal was to continue that we had won three Achievement & growing the Chapter and raising awareExcellence Awards: the Management ness of CAI in the community. Development Award for the Educational In October, CLAC held its annual planLunch Program & Mini Trade Shows; the ning session at the Renaissance Indian Member Services Award for the MOTR Wells Resort. That evening, the CLAC programs; and the Leadership Award for fundraiser was held, with a “Rat Pack” theme. Many of us the Energize, Educate and Elevate Initiative introduced by wore vintage mink stoles; very 50s and very glamorous. The Phyllis Harkins. President-elect Mike Traidman and I were Legal Forum was held the next day, and that eveningfacebook.com/CAICV we held proud to accept the twitter.com/CAI_CV awards at the National Conference 31 in CAI-CV.org our own event, Oktoberfest, at the Renaissance. Enjoying the Washington D.C. evening and the oompah music were Julie Frazier (Frazier Pest

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Quorum February, 2022

40TH ANNIVERSARY 2019 Mike Traidman took over as Chapter president. In January we gathered at the Omni Rancho Las Palmas for the Mad Hatter 2018 Awards & Monte Carlo Night. The table decorations, created by the very talented Trish Forte (Albert Management/Monterey Country Club Association), were fantastic and got us all into the party spirit. I was honored to present the President’s Award to Lori Fahnestock. The Distinguished Service Award went to Cardinal Ambrose; the Homeowner Leader award went to Bruce Latta (Parc La Quinta) and Business Partner of the Year went to Roof Asset Management, aka the Winkle boys. Mike and President-Elect Matt Lawton collected seven more chapter achievement awards at the National Conference in Orlando. In October, almost everyone was in costume for Spooktoberfest, again at Sunshine Landscape. I went as Cal, and there were skeletons, pirates and other such fanciful creatures, as well as a haunted house. Seen enjoying the scary ambiance were Dave Carter (Albert Management), Alison LeBoeuf (Sherwin Williams), Rick Cech (Roof Asset Management), Lily Ortega (Pro Landscaping) Holly Smith (DRM) and Rodney Bissell.

2020 Mike Traidman stayed on as president. He had the time, and pointed out that it took one year to figure out the job so why not a second year? Of course, t he year turned out to be a strange one. It started out fine. In January, we had Awards Night, “Atlantis, An Evening Under the Sea.” Attendees included Clint Atherton (Sun City Palm Desert), Bridget Nigh (Dunn-Edwards), Damian Jenkins (The Management Trust) and Rhonda Drews (RealManage). In February, we had the first ever “Community Association Manager Day.” There was a full day of concurrent sessions for managers and assistant managers on topics including reserves, financials, writing skills, ethics and fiduciary duties. At the end of the day, Alison LeBoeuf and Micha Ballesteros (Cartwright Termite and Pest Control) hosted a trivia game, handing gift certificates and other prizes to the winners. Then, in March, the pandemic hit and everything was shut down. No in-person meetings, programs or networking events for months at a time. We all learned to use Zoom and

held committee meetings and, importantly, continued to offer educational programs, “virtually.” Of course, the Chapter’s finances took a dive, since we couldn’t hold fundraisers, and the sponsorships of our business partners went unused. But many of our business partners, recognizing the value of the Chapter’s educational programs and the need for the Chapter to survive, agreed to donate those unused sponsorships to the Chapter. These companies are recognized in each issue of Quorum as “CAI-CV Chapter Angels.”

2021 Matt Lawton is our current president. As Matt took over, we remained shut down, accomplishing much over Zoom, but still missing our long time camaraderie. We missed each other! The bowling event scheduled for October was not to be; we held a virtual event instead. Not everyone was ready for an indoor event. But at the end of October we gathered at Sunshine Landscape for Spooktoberfest, our first in-person networking/fundraising event in over a year. Then we had our first monthly lunch program, the Legislative Update, in November, and had a good turnout. The Golf Tournament is scheduled for December 10, with a “Christmas Vacation” theme. Can’t wait to see what our hole sponsors come up with! In short, we’re back. Over the Chapter’s 40 years of existence, we have seen many friends and colleagues in our industry come and go. We’ve had mostly good times and a few bad and uncertain times. From humble beginnings at Columbia Savings & Loan in Palm Desert, to high fallutin’ affairs at the Ritz-Carlton, our Chapter has always been special, especially because of the special people who belong to it. Here’s to another 40 years! Margaret G. “Gen” Wangler, Esq., CCAL, is retired from the law firm of Fiore Racobs & Powers, A PLC, where she served as a senior shareholder. Gen can be reached at genwangler@gmail.com.

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FEATURE

INTERVIEWS WITH PAST CAI-CV PRESIDENTS By Gloria Kirkwood, PCAM

ROB WINKLE – BOARD PRESIDENT 2012

CHRISTINA BAINE DEJARDIN – BOARD PRESIDENT 2014

Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

Answer: What I remember most about 2012 is how many people were so involved on a volunteer basis. I remember being surrounded by many friends who encouraged my involvement with CAI and assisted me during my presidency. Notably, Gloria Kirkwood (Associa Desert Resort Management), who mentored me throughout my board service. Nena Rutherford-Milward (Associa Desert Resort Management), and Gerard Gonzales (Albert Management), all had a positive influence on me as well. I will always remember their professionalism and kindness. Business relationships easily become long lasting friendships at CAI-CV. Rob Winkle

Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes? Answer: Education – the focus on education has been a positive and influential change. I believe that the more information someone has, the better decisions they can make. Expanding education to business partners and board members as well as having more information online to educate the public about HOA living has been great for the industry. CAI was and still is, the place to obtain education for community managers, board members, homeowners and business partners that service the HOA industry. Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: CAI has grown significantly over the years. In the beginning there were a handful of forward-thinking people who saw a need for an association that would provide for the advancement of the HOA industry. Many of those people are still involved in the Coachella Valley Chapter to this day. Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions? Answer: I believe that CAI-CV currently has strong diversity in its membership. This quality aspect of CAI-CV can be strengthened by both members and volunteers continuing to push for new prospective members. Current volunteers should also speak with members to encourage them to volunteer on various committees which not only benefits the organization but also gives an opportunity for personal growth. 32

Quorum February, 2022

Answer: What I remember most about being president of the board for CAI-CV is being inducted during the Awards event. It was a big deal because I was new to the chapter and it felt good to have such a great support system. My other memory is working with the board to hire Cal Lockett. There was a lot of work put in by the board that year as we took the time to hire the right candidate. Christina Baine DeJardin, Esq.

Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes? Answer: I have stayed very involved with CAI-CV and CAI as an organization. I am a delegate for the statewide CLAC, and I also serve on the local CLAC Legislative Support Committee. I am also a member of the Programs Committee. I attend conferences and speak regularly to keep in touch with both the local community as well as the larger CAI national audience. One of the changes in the industry I have noticed most, as an attorney, are the new laws that attempt to deprive associations and boards of self-determination. The Legislature does not have a good grasp of the unintended consequences including unbudgeted expenses some of these laws have created. This handcuffs boards instead of allowing them to guide their communities in the way that best suits them. I am working with CLAC to help make changes to the laws to fix them. Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: The positive change I have seen in the chapter is all of the new members coming in and participating. The veterans of CAI-CV are still active participants and welcome the influx of new people. Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions? Answer: There are still business partners, homeowner leaders and community managers who may not know about CAI-CV and the benefits we bring. We should do everything we can to raise awareness of the organization including what we do and what we offer. I would encourage everyone to be active participants in the organization, getting educated and

40TH ANNIVERSARY participate in the efforts to revise the current bad laws and communicate with our legislators when they are proposing new ones.

Past Presidents

MIKE LIVINGSTON – PAST PRESIDENT 2006 Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: My recollections of the Mike Livingston chapter itself was that we happened to be in a bit of a state of flux the year of my presidency, which I don’t think any past president envies. Dramas and personality conflicts can take away from the goals of the majority. I do remember some of the very positive educational work and fundraising that was done and created. Over the course of thirty years in the Chapter, I’ve seen many peaks and valleys.

2022

Clint Atherton, CMCA, AMS, PCAM

2021

Matthew Lawton, EBP, CIC, CIRMS

2020

Mike Traidman

2019

Mike Traidman

2018

Gen Wangler, Esq., CCAL

2017

Phyllis Harkins

2016

Gerard Gonzales

2015

Tad Black

2014

Christina Baine DeJardin, Esq.

2013

Nena Rutherford-Milward

2012

Rob Winkle

2011

Art Coulter

Question: What changes have you most noticed in the industry and at CAI-CV, and what do you think about those changes?

2010

Gloria Kirkwood

2009

Cyndi Koester

2008

Sharron Badham

Answer: I’ve stayed in the local industry but not nearly as active in CAI-CV. There have been advancements in our industry like any others, some good and some not for everyone. At the end of the day the homeowners still want a certain level of customer service.

2007

Nikki Even-Caster

2006

Mike Livingston

2005

Bob Wright

2004

Richard Warfield

2003

Richard Warfield

2002

Tom Albert

2001

Steven Shuey

2000

Mary Walker

1999

Doug Robinson

1998

Mike Walker

1997

Peggy Redmon, Esq.

1996

Carol Fulton

1995

Gary Butler

1994

Kay Ladner

Question: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions?

1993

Elly Dowd

1992

John Turnbull

1991

Jerald Cavoretto

Answer: I would suggest being open and welcoming to everyone. Such a thing should be purely organic and not manufactured, especially in a group like CAI-CV.

1990

C J Klug

1989

Gary Wiedle

1988

Jeff Lilley

1987

Al Smith

1986

Melissa Layton

1985

Sabby Jonathan

1984

Wayne Guralnick, Esq.

1983

Duke Baker

1982

Bob Tuvell

1981

Gary Wiedle

Question: Have CAI-CV and the industry evolved to where you thought they would be today? Answer: Has the industry evolved to where I thought it would today? Yes, but certainly not in terms of compensation-for-responsibility. People aren’t paid much more than they were in the mid-90’s (comparatively speaking) when you look at the average portfolio manager. This leads to burnout, turnover, lack of expertise.

Gloria Kirkwood, PCAM, is the CAI-CV Liaison to CLAC and Chair of the 40th Anniversary Committee. She is the General Manager for Palm Valley Country Club HOA and works for Associa Desert Resort Management. She can be reached at gkirkwood@drminternet.com or (760) 772-2092.

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Quorum February, 2022

ID #51602732

40TH ANNIVERSARY

CAI-CV Past Presidents’ Memories This article is reprinted from the August 2014 issue of Quorum. Compiled by Jerry Cavoretto, 1991 Past Chapter President

t was a special honor to compile the comments below from many of our past presidents. Reading their stories certainly brought back a flood of memories for me. I’ve been a member of CAI-CV since the early 80s, and have enjoyed participating and sharing with my chapter friends in countless events and fundraisers. My special thanks to the past presidents who participated. We will have much to discuss at the next past presidents’ dinner. Or as I would say-------we’ll talk!

Although vendors and colleagues (attorneys, accountants and insurance professionals) were invited and welcome, the main attendance was by association board members and managers. The chapter grew and then one year, I think that it was the early to mid-eighties, we sponsored a trade show and held it at the Palm Desert Board of Realtors office. The trade show was a big success and that is when vendors saw the benefits of networking and then the chapter started to take on a new dimension that was a whole lot more social and event oriented as opposed to a primary educational purpose. It is all good and the chapter has prospered and the service to Coachella Valley homeowners in common interest developments has been great.

1982 Bob Tuvell: I was a founding director in in the late seventies. The only memory I have is of the frustration of not being able to get more than about 45 members for several years.

1986 Melissa Layton: When I served we were a very young chapter with very few members. I know we spent most of our time trying to figure out how to bring others in. The one thing that really stands out to me (about those early days) was that we held a roundtable event with great guest speakers at Ironwood. It was the first of its kind and though there was a small attendance by today’s standards, it was really a success. I don’t remember though if it was under my term as president or I just helped with it. Sorry - it’s been quite a few years since then.

1981 Gary Wiedle: I was on the first board of directors for the CAI Coachella Valley Chapter in the late seventies. The main organizer of the chapter was Dave Meineke, who later owned and operated Irontree Management in Palm Desert. In the early days the chapter was almost singularly dedicated to educational purposes involving presentations, discussion groups and providing information (publications) about management issues for HOA board members and managers. The chapter meetings were three or four times per year and in the late afternoons and usually wine and cheese affairs at a mid-valley country club.

1991 Jerald Cavoretto: My most memorable times were watching the expression on John Turnbull’s face when they handed him the bill for the meeting room at the hotel he had suggested for our board meeting, and having to stop a membership meeting

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40TH ANNIVERSARY at a restaurant because of the roof leaking on us during a rainstorm. We were a pretty small chapter then and everyone pitched in and helped with all the activities.

1994 Kay Ladner: My most memorable was our first Day at the Races, Terry O’Brien’s betting tips and then watching him accidently tear up a winning ticket! I also recall vividly handing the gavel turn-over to Gary Butler, who was wearing a diaper. Building the chapter with harmony was my goal and I believe it was accomplished.

1995 Gary Butler: The mission of my term was to entertain as well as educate our audience. Who else started their term dressed in a diaper? I believe that if people are willing to make the effort to show up that early in the morning, they deserve to start their day with a good laugh as well as a good meal. We had our only little drama team that did something stupid to wake our members at every meeting. I have a hunch we might be seeing that happen again in the very near future.

1996 Carol Fulton:

Carol passed away in 2019. We miss her and are grateful for her years of service to CAI-CV.

As I look back I have several moments during my presidency that I think were memorable. We helped with building a home through Habitat for Humanity for a family in Cathedral City. Hammer, nails etc. in hand. I remember holding up wall board with Mary Walker while someone drove the nails. We all worked on this after working all day (we were younger). We also had our first breakfast meeting with our mayors and city officials from all the cities in the Coachella Valley. This was held at Mission Hills Country Club. I believe that is the year that we had a contest between the Golf Committee and the Monte Carlo Committee to see who could raise the most money. I know

Quorum February, 2022

it was very close; each raising around $15,000 plus. Pat Smith and Gary Butler chaired the Golf Committee and Mary Walker the Monte Carlo committee. Lots of fun rivalry . What I really remember was our Awards Night, which was held at the Ritz Carlton Hotel, with red carpet and Dan Barnett as our T.V. reporter. It was a true replica of the Academy Awards with statues and all. Carol Amar was our chair. Of course I cannot forget when we had our changing of the presidents in January. Gary Butler came out with a diaper on, bringing in the new year. I did not know where to look. I was blessed with a great board and wonderful committees with everyone working hard and having fun!!

1997 Peggy Redmon: Crazy bus trips to Del Mar, dancing with friends at Awards Nights, insanity at conferences/ the plane that almost collided with another plane at landing, experiencing DC – just being with a lot of folks who were enjoying life, helping each other with our lives/career and not trying to create a resume!!!

1999 Doug Robinson: To have a successful presidency you have to have the following: A good board, strong committee chairs and an experienced executive director. I was fortunate to have all three!! We accomplished a lot and had a great time.

2000 Mary Walker: The year was 2000! We had just all gone through numerous Y2K info classes and made sure that all computer programs were protected. Amazing but we sailed through. The very first thing I remember is oh my God - I have to talk in front of all these people. Our first meeting in January was always the largest with the Legislative Update. We had a terrific legal/legislative update by Wayne Guralnick and hit an all-time high on attendance, (thank goodness for podiums so you can’t see shaking knees!); Our Monte Carlo was a huge success as was the Golf tournament! True to form, our treasurer at the time kept saying –“you are making too much money - spend it” - so we did! In those days CAI National had two conventions per year - usually one in the West and one in the East. We had started hospitality suites a couple of

40TH ANNIVERSARY years back but extended it to be open to all persons we knew who were attending the conventions! We started at 6:00 a.m. with continental breakfasts, tidbits throughout the day and always started Happy Hour by at least 4:00 p.m., closing time always varied! We adopted two charities that year to give away more money and it seemed no matter the event - we just brought in more money. Our attendance at breakfasts was reaching near two hundred, all our members who were committee chairs were having great turnouts at their events and a legacy that Carol Fulton started in her term with the Managers Committee, Vendors Committee (business partners) and very active Homeowners Committee. Our Summer Sizzler that year was a huge success under the direction of Lori Fahnestock with coconut-clad table dancers and “Best Male Legs Contest” - just ask Tim Hoss! As always, our Programs Committee outdid themselves with sell-out crowds and we started our Past Presidents Committee that year with Doug Robinson being its first chair. As others before me, I had a truly wonderful board of directors. We had fun, made money for the chapter and the community and our membership grew.

my year as president, I was the one getting them. I remember wondering why folks focused on the negative rather than the positive in life. I remember placing positive “motivational moments” on the breakfast tables each month in the hope that people would see the blessing we all live in. I’m not sure I ever found out if that did any good, but I sure feel like I had a good year as president under Terry O’Brien, our then CED.

2009 Cyndi Koester:

2001 Steven Shuey: I was president during 2001; this was the year following the Y2K year and the energy that year brought with it. People were winding down from the new millennium and life was getting back to normal. One memory that comes to mind was how I was grousing prior to my presidency, wondering why the presidents of prior years made claims of getting all the complaints from members, and then, as if by surprise, during

I had the honor as serving as chapter president in 2009. This was the year of change for the Coachella Valley Chapter. The organization was ready to move forward in growing and expanding its market. We went through great experiences with setting new policies and procedures along with setting new goals for the chapter. We came into the 21st century with our website and started taking online registration and online payments! In addition, we added a wonderful fun family night event, the Annual Bowling Tournament! We also re-established the Business Partner Committee along with getting back involved with CAI-CLAC as an active participant. One of our most exciting changes for the year was to make Quorum Magazine full color along with the Membership Directory. The main goal for the chapter in 2009 was to keep the new goals set by the board and to keep looking for more benefits to our members. I had the privilege of working with a great board of directors and CED that had the same goals for the chapter. It was truly an honor to serve the chapter as the president.

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40TH ANNIVERSARY

(Community Association Volunteer Leader), Art Coulter, ran for the board and went on to be the chapter’s board president. There are many memorable moments from the year I served on the board, but it is my pleasure, with much gratitude, to share the position of past president with so many hard-working and caring individuals for the good of the whole – the CAI Coachella Valley Chapter members.

2011 Art Coulter:

2010 Gloria Kirkwood: My personal purpose for serving as president in 2010 was to give back to a chapter that I felt had served me well over the years. Through CAI I have made friends and worked with professionals that were dedicated and helpful in the overall success and growth of the chapter. As I mentioned throughout my term as president, the support of our business partners was and continues to be integral to our success. We can’t thank them enough for their involvement and role in another key goal I wanted to tackle as president: inviting new faces and encouraging past members to become involved. In fact, during my time as president, members from all these groups were active and contributory and allowed us to bring a new social event to the table, the Country Western Round-Up, which was held at the Sunshine Landscape “OK Corral.” This event was a bit different, and provided an opportunity for members to kick up their heels, relax by an open fire, and, like so many of our other events, a marvelous way to get to know chapter members. It was well attended, entertaining, and successful – we even had a real bull for our Cow Pie Bingo, which did not disappoint! It was a great fundraiser, and “Hurricane,” our sponsored cow, performed on the target! Two members of the chapter won the chip, along with a donation to CLAC, so everyone benefited! I can’t forget to mention our CAI-CV Chapter entry by the Business Partners Golf Car Parade Committee, held on October 31, 2010. We won third place! Since we hadn’t participated in this event for several years, just being able to decorate and make it through the entire parade was an accomplishment, winning third place was "the spider on the web"! I am also proud to say, with a bit of encouragement, a Palm Valley Country Club homeowner and CAVL

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I was fortunate enough to attend the National conference in Las Vegas and the next year in Boca Raton. Very impressive program and speakers. Also had the privilege of help from National in doing our strategic planning. I believe I had the opportunity to hire a new ED and also the new assistant. In my term we struggled with the financials, couldn’t master Quick Books.

2012 Rob Winkle: I have given much thought to the term in which I served as president. So many of the names on this list created something very special. I am still amazed how many of the past presidents are still heavily involved in the chapter. When elected to the position I was terrified of disappointing those that came before me and at the same time excited about making a difference to all of those members that see the value of CAI. The most memorable thing for me is the support that I received from so many. I had past presidents, past board members and even members that had not served offer me so much help it was a very humbling experience. The board that I served with then was a team of dedicated professionals that did the lion’s share of the work. They comforted me and helped me through some very difficult decisions. As I have one more year on the board, I have seen many people come and go. Although each one is an individual

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and certainly all see things in a different light, I believe that they all have the same goals for the chapter- success, happiness and prosperity. I believe my “goal” was an attempt to bring everyone together and with the help of some very dear people in my life, I think that the chapter did just that. When I first started serving I made the mistake of saying it was my way of “giving something back” to the chapter that has done so much for us. In reality I gained more both personally and professionally from being part of the board and being surrounded by such dedicated successful individuals than I could ever give back. Thanks again to all the names on this list.

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CAI-CV CHAPTER ANGELS COVID has had a significant impact on the Chapter’s ability to have fundraising and networking events. The following companies have donated all or a portion of their unused 2020 and 2021 sponsorships to the Chapter. CAI-CV’s Board of Directors honors these business partners that see the value of supporting the Chapter’s educational programs. Many more companies are considering donating unused sponsorships so this list will continue to grow each month! Please thank them and call on them when you have a need for their services.

Alan Smith Pool Plastering Albert Management, Inc. Alliance Association Bank AMS Paving, Inc. Asphalt MD's BPR Inc. BRS Roofing Inc. C. L. Sigler & Associates, Inc. CIT Conserve LandCare Delphi Law Group, LLP DSI Security Services Dunn Edwards Paints Eagle Roofing Products EmpireWorks Reconstruction and Painting Fiore Racobs & Powers, A PLC Flood Response Frazier Pest Control, Inc. Gardner Outdoor and Pool Remodeling

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GrandManor Green Bryant & French, LLP Harvest Landscape Horizon Lighting Inc. LaBarre/Oksnee Insurance Agency, Inc. Pacific Western Bank Patrol Masters, Inc. Precision Pool Tile Cleaning Prendiville Insurance Agency Pro Landscaping, Inc. Rey Insurance Services, Inc. Roof Asset Management Seacoast Commerce Bank Securitas Security Services Sherwin-Williams Paint Company Superior Roofing The Management Trust The Naumann Law Firm, PC Vantage Point Construction, Inc. Vista Paint Corporation Western Pacific Roofing

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40TH ANNIVERSARY

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

Through The Years

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

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40TH ANNIVERSARY

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

A very special thanks from CAI-CV to Mary Walker (chapter president in 2000), for her help with assembling these photos. Thanks too to Carol Whitlock for her years as chapter historian. If you have photos to share, contact Gloria Kirkwood, PCAM, Chair, CAI-CV 40th Anniversary Committee at ADMIN@CAI-CV.ORG. 46

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

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40TH ANNIVERSARY

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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SOCIATIONS

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40TH ANNIVERSARY

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V R H OA LI

A Look Back in Time – Celebrating CAI-CV’s 40th Anniversary with Wayne Guralnick, Esq. and Palm Desert Councilman Sabby Jonathan, CPA By Jay Jarvis, CMCA, CCAM, AMS

s part of CAI-CV’s 40th anniversary, Quorum is featuring conversations with the Chapter’s early presidents. This month, we feature reminiscences from Wayne Guralnick, Esq. and Palm Desert City Councilman Sabby Jonathan, CPA, who served as president in 1984 and 1985, respectively. Wayne said that in 1984, the Palm Desert and La Quinta areas were in the early stages of development and the number of HOAs within the eastern portion of the Valley were about a third of what they are today. His law firm, Guralnick and Gilliland, Wayne Guralnick, Esq. represented only thirty HOAs at that time, but today they represent over 300 local HOAs, including more than twenty large-scale communities and golf courses. Wayne remembers that he was the only attorney who was a member of CAI-CV in 1984. Few vendors participated in the Chapter, which had about seventy members overall. Making up for the small size was the Chapter’s unique atmosphere. Wayne told Quorum, “The members were very collegial, working together to network and share information.” At that time, CAI-CV only met about nine times a year at Ironwood Country Club, which, Wayne reminisces, has some of the best views in the Coachella Valley. He noted that

the Davis-Stirling Common Interest Development Act did not take effect until January 1, 1986, and laws related to common interest developments were scattered throughout the Civil Code and the Business and Professions Code. Wayne jokes, “It truly was the wild west at that time with minimal regulation of developers and HOA boards.” Sabby echoes Wayne’s views regarding the members’ collegiality. He recalled, “There was a general sense of camaraderie, which was pretty special.” He attributes this to the members’ realizing that “we’re all in this together” and adopting an attitude of helping each other do a better job meeting the needs of HOAs. Sabby calls the growth in CAI-CV’s membership, which is now over 1040 members and affiliates, astounding. He believes that the organization and industry have both progressed significantly over the past 40 years. He said, “There is greater understanding, uniformity Hon. Sabby Jonathan, CPA in industry practice, and much broader access to resources today.” Sabby told us that he applauds CAI-CV’s board for their outstanding work. He said, “It’s not always easy, and your work is often under-appreciated, but you make a difference.”

E.J. (Jay) Jarvis II, CMCA, CCAM, AMS is community manager with HOA Office, Inc., Past President of the Lafayette Village Homeowners Association, and Past President and On-site manager of Portola Palms Homeowners Association. Jay can be reached at jay@HOAOffice.net.

Quorum February, 2022

40TH ANNIVERSARY

CAI-CV 40th Anniversary Interviews with Past Presidents Kay Ladner, CAI-CV President in 1994 By Louise Stettler

hen I took office, CAI-CV was splintered, and my goal was to pull us all back together. Harmony was my goal. I also wanted to find ways to put the managers and business partners together in a more relaxed environment. At that time, breakfast and lunch meetings did not allow for a relaxed way to meet each other. The first Day at the Races was my brainstorm, and it was exactly what we all needed. It was so much fun getting to know each other at the races. Since we were away from our offices, there were no time constraints. It was a great day of bonding and I am most proud of this accomplishment. Our challenge at the time was CAI National. There was a legal challenge in California that impacted and put CAI National against the Chapter. Fortunately, new management at the national level helped to put that issue behind us and educating our management companies became a solid focus. Soon after serving as President, I moved to a rural area with few HOA's around, so I lost touch with the industry. Eventually, I moved back to the Valley and noticed the industry had changed considerably and not always for the good. The constant legal challenges and new laws made it more difficult for managers. I also noticed that homeowners were not as friendly as they were in the early years. As I neared retirement, it seemed that conflicts and anger were more prevalent in the industry, much of it fueled by laws created by uneducated legislators. I’m glad to see CAI-CV is active with the California Legislative Action Committee (CLAC) to help educate lawmakers. I am also pleased to see CAI-CV’s Professional Managers Committee pursuing an AA degree in Community Association Management. I have always felt our industry needed a college level class to introduce the industry to youth who are considering different careers.

My service over many years with CAI-CV was a great experience and CAI is a valued organization. Each year volunteers worked hard to make it a better experience for everyone. Avoiding internal drama and hiring the right people go a long way in staying focused on the goals and offering a good experience for those involved. Inviting and embracing new people and new thoughts will keep the organization strong and moving forward. I hope the Chapter continues to focus on keeping board members involved because an educated board makes all the difference for community managers. I am excited to see CAI-CV be recognized for so many new and innovated programs and I wish you all continued success. As for me, I am enjoying retirement bliss with hiking, photography and caring for my animals. Thanks for the memories CAI-CV! Louise Stettler is a Director of CAI-CV and has served on many Chapter committees and as President of the CAI San Diego Chapter. She is the recipient of many CAI Chapter awards. Louise is also serving as Co-Chair of CAI-CV’s 40th Anniversary Committee. Louise can be reached at lstettler9980@gmail.com.

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CAI-CV 40th Anniversary Interviews with Past Presidents By Mike Mastropietro

Q: What do you think were your and/or the Chapter's greatest MIKE TRAIDMAN (CAI-CV PRESIDENT, 2019, 2020) Mike Traidman is the President of Mira Vista at Mission Hills HOA. He is also CAI-CV’s Past President, and is a Director and serves on the Executive Committee for the CAI-CV Board. Mike is one of only two Chapter presidents who has served two terms. Mike is also on the CAI National Homeowner Leaders Council, where he represents community board members with the CAI National Board. Additionally, Mike is the President of the Desert City HOA Council, a group of 650 community board members in the Coachella Valley who have met for the past ten years.

Q: What are a couple of your major memories about the industry and CAI-CV from the years you were president?

A: The beginning of the pandemic was traumatic with our having to cancel so many live events. However, we were able to survive due to the Chapter’s growth and extraordinary participation during my first year as president. In 2019, the Chapter won ten CAI National Achievement Awards and grew to become one of CAI’s largest chapters. The momentum we built leading up to 2019 is what kept us going through the pandemic. I know our future is bright.

Q: What were some of the goals for the Chapter you might remember or some of the challenges you faced?

A: Our goal was to elevate the industry through education. Even during the pandemic, we were able to double our education, and more important, offer most classes for free to our members. We also pushed hard to make sure our business partners were able to survive by reinforcing the importance of keeping association projects on target. However, keeping the Chapter alive without revenue was tough.

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or most significant achievements?

A: Winning so many awards really was wonderful and shows the effectiveness of our committees. More important was that our awards were directly related to our strategic plan that was implemented by the board and passed on to the committees in the form of board goals. It really worked and CAI-CV provided leadership to many CAI chapters as a result.

Q: Have you stayed involved in the industry and CAI-CV? A: Yes, I am still on the board and very active with CAI National, and with the Desert City HOA Council. I am also chairing the Chapter’s Legislative Support Committee this year.

Q: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes?

A: I think the legislative changes impacting HOAs have made the need for education for homeowner leaders and managers critical. Most legislation is introduced needlessly because legislators don’t understand our industry. We need to focus on building relationships with our elected officials and helping them understand how HOAs work, and that the majority of homeowners value their associations.

Q: Have CAI-CV and the industry evolved to where you thought they would be today?

A: It is getting tougher and tougher for HOA board leaders. They rely on our education more and more but the responsibility and personal risks of serving on an HOA board are increasing. If residents refuse to serve on their HOA boards, our communities will fail. We have a lot of work to do.

Q: Do you have any comments or suggestions to the current board and members, or to the industry?

A: Advocacy issues are important, and we need to get more people involved in educating and helping our legislators with the upcoming bills. I hope everyone involved with our industry will take the time to meet with their legislator to let them know that the HOA model works.

40TH ANNIVERSARY

TAD BLACK (CAI-CV PRESIDENT, 2015) Tad Black is Regional Director of Field Services for Associa and Associa OnCall. He served on the CAI-CV board for six years and has been actively involved with Chapter committees. During his presidency, Tad helped the Chapter transition, introducing CAI-CV to a new financial system and targeted strategic planning. He also started Oktoberfest and Board Member Workshops (BMWs). Many of you know Tad because he emcees the Chapter Awards and other Chapter events, always willing to share his wit and humor.

Q: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

A: I remember thinking what an honor it was to serve this chapter that had become such an integral part of both my professional and personal life. I recall not being sure I knew what I was doing but served with a great board, so I had confidence from their support and experience. Cal was still new as Executive Director, so we learned a lot, together, but we had seen some of his vision and I was excited about the opportunities that lay in front of us and could already start to see us differentiating CAI-CV from other chapters.

Q: What were some of the goals for the Chapter you might remember or some of the challenges you faced?

A: The Chapter was in a state of change, which I suppose it always is to some extent. I recall feeling like the opportunities to help keep the Chapter moving forward, given our great membership, leadership and need to keep things fresh was the goal of the entire board. We had utilized outside resources to evaluate our finances and procedures we needed to change, we were adding new events and educational opportunities, including adding more educational lunches during season, changing our sponsorship and marketing agreement, updating software and it always felt like we had a lot of balls in the air, which I think is the idea. I give credit to Cal Lockett, the office staff, and the board, but I do remember it being an exciting time for sure.

Q: What do you think were your and/or the Chapter's greatest or most significant achievements?

A: I wrote in my final Quorum President’s Message that the year flew by and I hadn’t felt like I accomplished nearly as much as I had hoped, but looking back, I feel good about the achievements we had. There were a few inaugural events that were implemented in 2015 including the first BMW (Board Member Workshop) event and series. We strategically scheduled that event to precede our second annual Corks-for-CLAC event, which was a big success and a lot of fun. Let’s be honest, offering a free wine tasting event for all attendees of the educational event likely boosted attendance! We also implemented an initiative in which we had a CAI-CV board member as a liaison on each committee, in order to ensure better continuity, communication and alignment of goals. That year also saw a software enhancement of “Your Membership,” an association management system that included an updated, more interactive CAI-CV website.

Q: What changes have you noticed most in the industry and CAI-CV, and what do you think about those changes?

A: With my most recent role at Associa the past few years, I have not been as intimately involved with CAI or the industry directly, but I have been impressed, especially in this last year with how the Chapter and industry have had to pivot and evolve with challenges from not only the pandemic but also the continued shifts in technology, legislative barriers and the industry as a whole. The Chapter and industry are not the same as they were ten, five, or even one year ago, and it is a testament to the people that support them to see how they have thrived.

Q: CAI-CV is always looking to increase diversity, both in the organization and in the industry. Any suggestions?

A: I would simply suggest that we look to our membership. This is something many of our member organizations have been successful in doing and there is no need to reinvent the wheel. It is imperative that we ask our constituents what they want, need, and what we should be doing differently. We sometimes get stuck in the rut of “that is how we have always done it”, which was something I resisted while I was on the board, even though it was not always the popular sentiment. As I said before, the Chapter and industry are different now and we need to be willing to evolve internally and externally. Mike Mastropietro is Director of Client Services for OCBS. He can be reached at (714) 453-6300 or by email to Mike.Mastropietro@ocbsonline.com.

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40TH ANNIVERSARY

CAI-CV 40th Anniversary Interviews with Past Presidents By Mike Mastropietro

STEVEN SHUEY, PCAM (CAI-CV PRESIDENT, 2001) Steven Shuey, PCAM, recently retired from Personalized Property Management but is still consulting with them. Steven serves on the CAI national faculty and teaches CAI’s professional management courses around the country. He currently is a Director and serves on the Executive Committee as Secretary on the CAI-CV Board. Steven has been involved with the Chapter for nearly 40 years, and has served in leadership on many committees. He has authored articles for Quorum and has taught many classes for CAI-CV over the years.

Q: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

A: I remember the laws were constantly changing and becoming more restrictive and demanding of boards and management. The Chapter had some good committee members when it came to developing good education. The Quorum Committee worked hard to provide outstanding educational articles We also had our own internal politics with “deep state” groups attempting to run the Chapter from outside the board. Some were head-strong on breaking away from the national organization, along with other California chapters, without a full understanding of the impact that could have, especially given that all members are actually members of CAI national, and only assigned to our Chapter. Thankfully, that settled down quickly once CAI national recognized the issue and became more involved in helping the California chapters. The CAI organization was started with homeowner leaders as the strongest membership representation group. In the late ‘70s, it merged into an attorney lead group, as attorneys tried to bring help homeowner leaders

Quorum February, 2022

understanding that they needed experts to guide them. By the time I became president, the largest membership group were managers. Business partners often felt they were just money providers and not truly valued. I remember the board exerting great energy to change that perception.

Q: What were some of the goals for the Chapter you might remember?

A: In those years, we had goals of increasing homeowner leader membership. For unknown reasons, we had difficulty encouraging board members to join CAI. We had “regulars,” but we couldn’t seem to attract more. I also remember working to get the Chapter more involved in and supportive of CLAC. And, as mentioned, we wanted to find a way to let the business partners know how valuable they were to the Chapter and its membership.

Q: What were some of the challenges you faced? A: I started my year working with Terry O’Brien, who was the executive director at the time. We had small administrative issues working with the CAI database and I also remember that Terry had fallen off of his horse, breaking his hip, taking him out of commission. Thankfully, the Chapter had hired an assistant, Fr. Henry Kriegel (now Reverend Monsignor Henry Kriegel of St. Patrick’s Catholic Church in Erie, PA) and we worked with him to handle the office operations. He was eventually appointed as our executive director. I remember consistently having to encourage various committees to keep Henry informed and involved with their committee operations. I saw Henry as the hub to all CAI operations, but there were others who didn’t agree. As in any organization, the president is sometimes expected to serve as if the job were full time. One of the biggest challenges for me as president was balancing my CAI duties with my regular job as a community manager.

Q: What do you think were your and/or the Chapter's greatest or most significant achievements?

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A: We had achieved so much in the years prior to my service, that I felt it was most important to keep a steady course. While we didn’t change a lot, we focused on education and improving the industry.

Q: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes?

A: The CID industry has continually evolved. Communities managed by homeowner associations have grown significantly in number. Getting board members educated has improved greatly. I think trends are moving in the right direction, with the exception of legislation, which needs more attention by individual homeowners. Homeowners need to understand the impact bad legislation has on them and communicate directly with their legislators. Community managers are seen in a more professional light. More community managers are obtaining professional designations, but for some, compensation has not followed. I hope associations will eventually recognize the amount of time, effort and expertise managers provide to their communities and reevaluate manager compensation. Many associations are so focused on keeping assessments low, they lose sight of how professional management helps them meet their fiscal and fiduciary responsibilities.

Q: Has CAI-CV and the industry evolved to where you thought they would be today?

MELISSA LAYTON, PCAM (CAI-CV PRESIDENT, 1986) Melissa Layton is the President/CEO for Property Management Services PMS in Bullhead City, Arizona. At the time Melissa served on the CAI-CV board and as president, she was the owner of Desert Resort Management, now known as Associa Desert Resort Management. Melissa remains involved with CAI-CV and continues to have a very positive influence on the Chapter and the HOA industry.

Q: What are a couple of your major memories about the industry and CAI-CV from the year you were president?

A: During the year I was president of CAI-CV the emphasis was on membership recruitment. We were a very small chapter and we recognized that we needed to get the word out to all local homeowner associations and persuade them to join CAI.

Q: What were some of the goals for the Chapter you might remember or some of the challenges you faced?

A: The number one goal for us was to increase membership and participation in the Chapter. We had many challenges like trying to engage management companies to help sign up their associations. It was also difficult to get the information directly to the associations.

A: I’m not very prophetic, so I do not remember thinking Q: What do you think were your and/or the Chapter's greatest of how the Chapter would evolve over the years. I’m happy with the way it has evolved, including the increase in homeowner involvement and the way the Chapter leadership does its part.

or most significant achievements?

A: Our greatest achievement was to help educate the management companies so they would help us recruit association members. It worked! As I recall, we doubled membership that year.

Q: Have you stayed involved in the industry and CAI-CV? A: Yes. I retired from Personalized Property Management, Q: Have you stayed involved in the industry and CAI-CV? the management company I spent the last 13 years with, A: I have stayed in the industry. I owned Desert Resort but I am staying involved with the Chapter and remain on the national faculty, teaching CAI courses around the country.

Q: Do you have any comments or suggestions to the current board and members, or to the industry?

A: Keep up the good work. I am part of the current board and understand its challenges. This board has the membership interest at heart.

Management (now Associa Desert Resort Management) and operated it for 25 years and then retired to Laughlin, Nevada. Before the end of the first year of retirement I bought a small management company across the river in Bullhead City, AZ, with a small division in Laughlin that I am still operating. I still belong to CAI-CV and attend functions when I’m able to.

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Q: What changes have you most noticed in the industry

A: CAI- CV and the industry have exceeded my

and CAI-CV, and what do you think about those changes?

expectations in growth, professionalism and sophistication.

A: I have observed that our industry has progressed to a Q: Do you have any comments or suggestions to the highly professional one. Education has improved for managers, board members and vendors and in turn the managers and other professionals in our industry are at a higher level than in the past. Professionals in our industry now recognize the value of CAI and its leadership in our industry. CAI-CV has done an amazing job of recruiting leaders in our industry, educating all involved, promoting and advocating for our industry, and have made events fun to attend.

current board and members, or to the industry?

A: My suggestion to everyone in our industry is to continue working together to be the best that we can be. Mike Mastropietro is Director of Client Services for OCBS. He can be reached at (714) 453-6300 or by email to Mike.Mastropietro@ocbsonline.com.

Q: Have CAI-CV and the industry evolved to where you

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Interviews With CAI-CV Past Presidents By Becky Hayes, CIRMS

Rich Warfield

Question:

Answer: The industry has not evolved

Have CAI-CV and the industry evolved to where you thought they would be today?

(CAI-CV President, 2003, 2004) s part of our 40th Anniversary celebration, we are interviewing CAI-CV’s past presidents. Rich Warfield is one of only three past presidents who served two terms. Rich is the President of Personalized Property Management.

to where I had hoped it would in my 30 years of involvement. It is still very difficult to attract qualified managers to our industry. I attribute this to the relatively low pay that the industry drives and the uncertain work hours. The rates for CID management have not changed much in the past 20 years.

Question: What are a couple of your

major memories about the industry and CAI-CV from the years you were president?

Answer: What I look back on fondly, Answer: I am very much involved in is the great comradery and support we gave each other. The managers leaned on one another for advice and support. The service providers appreciated the attention provided them by the management companies, and the association board members felt the dedication that we showed toward the CID industry.

Question: What were some of the

goals for the Chapter you might remember or some of the challenges you faced?

Answer: I’m sure the goals now are

similar to those we had. We wanted to grow the chapter, promote and provide education to our members, and increase business opportunities to our service providers.

Question: What do you think were

your and/or the Chapter's greatest or most significant achievements?

Answer: That’s a real tough question.

I hope we achieved the goals I mentioned above. Some were measurable such as membership etc., others I guess were open to discussion. However, I am certain that our members appreciated CAI and all that we strived to be.

Question: Have you stayed involved

the industry as I still own and operate Personalized Property Management. My “volunteer” time and involvement with CAI-CV lessened as my children grew older and required more attention.

Question:

What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes?

Answer: This is a tricky question. As

an industry I think more people have noticed the demand for qualified managers to serve communities. With the increased attention has come increased regulation, which I personally feel has hurt more communities than it has helped. Unfortunately, Sacramento continues to apply a “one size fits all” approach to the CID industry. For many of our smaller Coachella Valley communities this leads to increased costs and demands on managers' time. At the end of the day, it is the community that must comply with these regulations, and they appropriately delegate the work to the manager, which sometimes results in increased costs to the association. A large portion of the new regulations are unnecessary in my opinion.

Question: CAI-CV is always looking

to increase diversity, both in the organization and in the industry. Any suggestions?

Answer: During my several years on

the board, we would limit the number of people from each company that could serve on the board. We did this to get a greater perspective from our members. It was our opinion that companies with established cultures feel and act a certain way. If we had too many people from one company it would perhaps sway a decision or present a certain vision from those members that could tilt the balance of the board or limit other ideas. Having multiple people from one company on the board limited representation from other companies. My suggestion, therefore, would be to limit how many people from an individual company can serve on committees or the CAI-CV board. Becky Hayes is a Certified Insurance and Risk Specialist (CIRMS) with LaBarre Oksnee Insurance Agency. Becky can be reached at (949) 716-3329 or by email to Beckyh@hoa-insurance.com.

in the industry and CAI-CV?

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Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

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40TH ANNIVERSARY

August, 2017

Quorum August, 2017

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If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

CAI-CV.org

40TH ANNIVERSARY

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40TH ANNIVERSARY

Quorum February, 2022

If any of these photos bring back memories or stories that you would like to share, send them to the 40th Anniversary Committee at ADMIN@CAI-CV.ORG.

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40TH ANNIVERSARY

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40TH ANNIVERSARY

Interviews with CAI-CV Past Presidents Jerry Cavoretto

Question: What were some of the goals for the Chapter you might remember?

By Sharron Badham, PCAM & Gloria Kirkwood, PCAM

Question: What were some of the challenges you faced?

President in 1991

Jerry Cavoretto served as President of CAI-CV in 1991. He is semi-retired but continues to assist with running community associations at Associa Desert Resort Management. You may reach him at (760) 275-4285 or via email to jcavoretto@drminternet.com. Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: We had educational breakfast meetings, and I remember one meeting that was held at Denny’s. It started raining as we were going into the meeting room with about 20 members. About a half hour into the meeting the ceiling started leaking heavily and water poured down everywhere. Suffice it to say we adjourned the meeting in a hurry. Our meetings were typically at Denny’s or in savings and loan’s conference rooms. We didn’t have business partner sponsors, just a speaker each month, and the Chapter board had between five and seven members. On another occasion, John Turnbull and I had gone to a Channel Islands Chapter meeting, and on the road home I got a phone call from my son letting me know that the project that I managed, Rancho Mirage Resorts, was no longer there and I could hear fire engines in the background. He said, “You might want to get here as soon as you can.” The center building of the project had blown up – it was leveled. There had been a gas explosion from an attempted suicide. Only one other injury from a flying roof tile. Cars were melted from the fire and about 100 units had major damage from windows blown out by the blast.

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Answer: Increase membership and provide more education for all our members.

Answer: We had a difficult time gaining involvement from managers and associations. We also worked to educate the public and homeowners about what homeowners associations are and how they work. Question: What do you think were your and/or the Chapter's greatest or most significant achievements? Answer: We kept the Chapter moving forward, and we grew membership. Question: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes? Answer: I believe the focus and energy from the Chapter related to education for managers, homeowner leaders, and business partners is terrific. Question: Has CAI-CV and the industry evolved to where you thought they would be today? Answer: Yes, seeing more participation and seeing everyone work together is excellent. Question: Have you stayed involved in the industry and CAI-CV? Answer: Yes, for many years up until this last year, as I am now semi-retired. Question: Do you have any comments or suggestions to the current board and members, or to the industry? Answer: The original purpose of the Chapter was to educate managers about how best to manage an association. Although CAI-CV does have more educational opportunities, managers cannot afford to be involved with the Chapter unless the management companies or the associations they work for pays the cost of education and membership. Reconsider the

40TH ANNIVERSARY

membership dues for a manager to encourage individual managers or managers from small companies to join on their own. A Few More Thoughts: A bit of history - Johnny Dawson, developer of Marrakesh, hired me as their assistant controller. Marrakesh was built in phases and Johnny asked me to research how to run and deal with homeowner associations. He said to me, “Jerry - LEARN!” Dave Meinecke, owner of Irontree Management, and I contacted CAI National and submitted our application and started the CAI-CV Chapter, with the help of Wayne Guralnick, Esq., Paul Madsen and Bob Tuvell. Sharron Badham, PCAM, works for Associa Desert Resort Management. Sharron is the Association General Manager at The Hideaway Property Owners Association in La Quinta. Sharron serves on the 40th Anniversary and Wine Tasting Committee and has been a guest speaker for many CAI-CV classes over the years. She can be reached at (760) 393-5211 or by email to sbadham@drminternet.com. Gloria Kirkwood, PCAM, is the Association General Manager at Palm Valley Homeowners Association in Palm Desert. Gloria was President of CAI-CV in 2010. She is the Chair of the 40th Anniversary and Wine Tasting Committee, and she serves on the Programs Committee. Gloria can be reached at (760) 772-2092 or by email to gkirkwood@drminternet.com.

Tom is currently responsible for all financial aspects of Albert Management customers' business. He holds a Business degree from the University of Montana and is a former Certified Public Accountant (CPA). Tom can be reached at (760) 346-9000 or by email to tom.albert@albertmgt.com. Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: We had a very experienced group of board members who were very competent. Terry O’Brien was the Executive Director. He had a ton of experience and made our job easy. Question: What were some of the goals for the Chapter you might remember? Answer: Increasing membership and revenue were our goals and making more funds available for continuing education for members. Question: What do you think were your and/or the Chapter's greatest or most significant achievements? Answer: We were able to increase our revenues and provide more continuing education scholarship funds by doing a second golf tournament during the year. It was a lot of work by a lot of members, but worth the effort. Question: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes? Answer: The local Chapter has greatly increased operational capabilities and provided greater support for the members.

Tom Albert

Question: Has CAI-CV and the industry evolved to where you thought they would be today?

By Rob Winkle

Answer: Both have zoomed right past where I thought they would be today.

President in 2002

Tom Albert is the Chief Financial Officer of Albert Management, Inc. Tom had ten years of experience in public accounting, auditing, financial statements and income tax returns prior to his entry in the homeowners association management business in 1987 with Resort Community Management. As the Controller and later President of Resort Community Management, Tom was responsible for all accounting functions for over 65 homeowner associations.

Question: Have you stayed involved in the industry and CAI-CV? Answer: Personally, I have not. However, many of the Albert Management team have stayed involved. Question: Do you have any comments or suggestions to the current board and members, or to the industry? Answer: Continue to evolve with new ideas to address the rapidly changing industry environment. Rob Winkle is the Chief Financial Officer of Roof Asset Management, Inc. Rob can be reached at (760) 813-9999 or by email to rob@ramroof.com.

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40TH ANNIVERSARY

Gerard Gonzales President in 2016 By Rob Winkle Gerard Gonzales is the Vice President of Corporate Operat ions for A lber t Management, Inc. Formally a member of the U.S. Army Military Intelligence and 15-year technology industry executive, Gerard is responsible for all human resource functions, operation and maintenance of IT infrastructure, supervision of key technology vendor relationships, and corporate contracts. He holds a Bachelor of Arts degree from the University of Washington. He can be reached via email at gerard.gonzales@albertmgt. com or by phone to (760) 346-9000. Question: What are a couple of your major memories about the industry and CAI-CV from the year you were president? Answer: There are far too many memories to count. It was a prosperous time for the Chapter. Question: What were some of the goals for the Chapter you might remember? Answer: Our primary goals were membership growth and new educational programs. We really focused on making CAI the authority on HOA living. Question: What were some of the challenges you faced? Answer: We wanted to be the best chapter in Southern California, which meant growth to the status of a large chapter, and national recognition with our programs. We set our goals high, and our volunteer members and leadership accepted the challenge. We became a “large” chapter and started getting recognized by CAI National. Question: What do you think were your and/or the Chapter's greatest or most significant achievements? Answer: Establishing stability for the Chapter was an outstanding accomplishment. As mentioned, we also increased membership and gained national recognition of our programs. We also started a professional dialog with Realtors and the real estate company owners to minimize their frustrations with our industry and help them understand the regulations that govern HOAs.

Quorum February, 2022

Question: What changes have you most noticed in the industry and CAI-CV, and what do you think about those changes? Answer: It becomes more and more difficult to live and reside in an HOA, especially in California. The professionalism, education and training of HOA professionals is gaining visibility. I believe the Chapter recognizes this and has made it a priority. Elevating the entire industry is critical to the ongoing success of the homeowners association model. Question: Has CAI-CV and the industry evolved to where you thought they would be today? Answer: It certainly has come a long way from when I started as a volunteer. I am extremely proud of the Chapter’s status with HOAs, the real estate community, in the Valley, and with CAI National. Question: Have you stayed involved in the industry and CAI-CV? Answer: Yes, and I hope to become a more active CAI-CV volunteer in the very near future. Question: Do you have any comments or suggestions to the current Board and members, or to the industry? Answer: It’s a fascinating industry, there is nothing like it. The membership is the bread and butter of the Chapter… keep them close. Lean on and support your Chapter executive director and his team. Rob Winkle is the Chief Financial Officer of Roof Asset Management, Inc. Rob can be reached at (760) 813-9999 or by email to rob@ramroof.com.

Art Coulter President in 2011

By Art Coulter, Esq. As I became president of the CAI – Coachella Valley Chapter, I was also on the Board of the Palm Valley Homeowners Association. With that position I was able to see the benefits of holding a membership and participation in CAI. Our Association General Manager was very instrumental in keeping the board apprised of the many benefits and education provided by the Chapter and encouraging me, personally, to become involved with the Chapter.

The Chapter was very active in providing professional education for managers as well as providing business partners a forum to associate with managers socially as well as professionally. Two of our goals were to increase membership and increase financial support for managers enrolled in the PCAM education courses, and both goals were met. Another change was the creation of a publications committee to assist the contributing editors in the composition of the articles submitted for publication in Quorum. I believe for the first time, in many years, we involved assistance from a VP of the CAI National staff to facilitate our Strategic Planning Sessions, which was very well received. Executive Director, Wendy Van Messel, at the time, worked very hard with National in preparing for the Session and bringing new ideas and cooperation with CAI National – a great success. The Programs Committee enlisted speakers from a variety of agencies, firms and managers for our educational luncheon programs, which were the perfect arena for continuing education and guest speakers. The May 2011 luncheon program was a presentation on “HANGING ONTO YOUR ASSETS”. An excellent education on protecting your assets from cyber theft, including wiping out your bank account for the entire membership. We had continued challenges from our State legislators. Steven Shuey, a PCAM Manager, reporting on his legislative Day at the Capitol, noting there were over 2500 bills initiated in the California Legislature that year – way too much help – thank you… During my presidency, the subject of water conservation was addressed; A landscape manager and an arborist addressed the subject matter at our March Educational Luncheon Program – Imagine if the AQUIFER went Dry! Well, we continue to be dealing with this issue today and may for many more years to come. Overall, it was a pleasure holding the position of office for the Chapter. It was a good year and I thank all the volunteers that keep the Chapter humming and growing – without these dedicated volunteers the Chapter would not be what it is today! Art Coulter, Esq. retired from the Palm Valley HOA board last year after serving 18 years. You can reach Art via email at artcoulter@verizon.net.

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FEBRUARY 2022

MARCH 2022

CAI-CV’s Manager on the Run (MOTR)

CAI’s Educated Business Partner Course

(for managers and assistant managers)

(for business partners)

TOPIC: Tracking Maintenance & Infrastructure WHEN: Friday, February 4, 2022, 8:30 a.m. WHERE: CAI-CV Virtual via Zoom

CAI-CV’s Board Member Workshop (BMW) (for board members)

TOPIC: Analyzing a Reserve Study WHEN: Tuesday, February 8, 2022, 9:00 a.m. WHERE: Virtual via Zoom

CAI’s Community Association Law Seminar (attorney and manager members)

WHEN: Wednesday, February 9 through Saturday, February 12, 2022 WHERE: La Quinta Resort & Spa, La Quinta CAI-CV’s Scholarship Social (for all members)

WHEN: Thursday, February 10, 2022, 5:30 p.m. WHERE: La Quinta Brewery, Palm Desert

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CAI-CV’s Board Member Workshop (BMW) (for board members)

TOPIC: Creating a Positive HOA Lifestyle WHEN: Friday, March 25, 2022, TBD WHERE: TBD

WHEN: Tuesday, March 1, 2022, 9:00 a.m. WHERE: Virtual via Zoom

CAI-CV’s Corks for CLAC Wine Tasting WHEN: Friday, March 25, 2022, TBD WHERE: TBD

CAI-CV’s Manager on the Run (MOTR) (for managers and assistant managers)

TOPIC: Managing Legislative & Regulatory Changes WHEN: Friday, March 4, 2022, 8:30 a.m. WHERE: Virtual via Zoom

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WHEN: Friday, March 11, 2022, 5:30 p.m. WHERE: The Classic Club, Palm Desert

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WHEN: Thursday, February 17, 2022, 10:00 a.m. WHERE: Virtual via Zoom (contact: Tammy_walls@yahoo.com) CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members) (IN-PERSON)

TOPIC: Balcony Inspection Issues WHEN: Friday, February 18, 2022, 11:30 a.m. WHERE: Palm Valley Country Club

WHEN: Thursday, March 17, 2022, 10:00 a.m. WHERE: Virtual via Zoom (contact: Tammy_walls@yahoo.com)

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