CAI-CV February HOA Living 2023

NEW AND RENEWING MEMBERS

NEW BUSINESS PARTNER MEMBERS

A7 GROUP, INC.

ADAM ROHRBAUGH (760) 840-7151 info@a7arch.com

ADDRESSES OF DISTINCTION

AUSTIN EDWARDS (800) 436-1647 austin@aodmailboxes.com

BORACCHIA WIVIOTT WEALTH PARTNERS

LEA WIVIOTT BORACCHIA (424) 625-8943 team@mybestlifestyle.pro

CALIFORNIA BALCONY INSPECTIONS, LLC

SHANE BITTS (805) 915-4782 info@californiabalconyinspections.com

RENEWING BUSINESS PARTNER MEMBERS

ASPHALT MD'S

GARY D. BUTLER (760) 863-4500 gary@asphaltmds.com

FIORE, RACOBS & POWERS, A PLC

JULIE R. BALBINI, ESQ. (760) 776-6513 jbalbini@fiorelaw.com

FLANDERS PAINTING

MICHAEL ZWEBER (760) 341-4345 office@flanderspainting.com

GOLDEN ALLIANCE INSURANCE AGENCY, INC. BRIAN BERCE (818) 584-8044 brian@goldenallianceinsurance.com

GOTHIC LANDSCAPE

DEANNA CONSOLE (619) 830-7100 deanna.console@gothiclandscape.com

METERNET

TANYA HARVEY

(800) 985-1179 sales@meternetusa.com

PRO LANDSCAPING, INC.

JESSE ESCAMILLA (760) 343-0162 office@proland-inc.com

SIGN-A-RAMA

JEFF GRADY

(760) 776-9907 jeff@pdsignarama.com

TESERRA

JAMES HAREBOTTLE

(760) 398-9222 jimh@teserraoutdoors.com

TINNELLY LAW GROUP

RAMONA ACOSTA (949) 588-0866

ramona@tinnellylaw.com

NEW MANAGEMENT COMPANY

MANHATTAN PACIFIC MANAGEMENT, INC.

ERIK M. RIVERA, AMS, PCAM (844) 0511-0644

erik@manhattanpacificmgmt.com

RENEWING MANAGEMENT COMPANY MEMBER

THE GAFFNEY GROUP INC.

BOBBIE GAFFNEY, AMS, PCAM (760) 327-0301

bobbie@thegaffneygroup.net

NEW MANAGER MEMBERS

DESERT RESORT MANAGEMENT

RONNICA ANN MARROQUIN (760) 346-1161

rmarroquin@drminternet.com

MANHATTAN PACIFIC MANAGEMENT, INC.

CURTIS D. GALLOWAY, CMCA, AMS (844) 511-0644

curtis@manhattanpacificmgmt.com

PERSONALIZED PROPERTY MANAGEMENT CO.

JOHN JEFFREY SCHUKNECHT, CMCA, AMS (760) 989-1140

johns@hoa-insurance.com

SEABREEZE MANAGEMENT COMPANY, INC.

CLINT J. WARRELL, CMCA, AMS, LSM, PCAM (949) 672-9090

clint.warrell@seabreezemgmt.com

SEABREEZE MANAGEMENT COMPANY, INC.

MICHELLE JOHNSON (949) 672-9045

Michelle.johnson@seabreezemgmt.com

RENEWING MANAGER MEMBERS

ALBERT MANAGEMENT, INC.

Ricky Rapp, CMCA, AMS (760) 799-0744 rickrapp01@gmail.com

ALDERWOOD RESORT MANAGEMENT

JAMES SCOTT CRAWFORD (909) 866-6531 scrawford@lagonitalodge.com

DESERT RESORT MANAGEMENT

ROBERTA CHAPP, CMCA, AMS (951) 233-8288 bhapp@drminternet.com

GLORIA KIRKWOOD, AMS, PCAM (761) 772-2092 gkirkwood@drminternet.com

DAVID LAWRENCE (760) 346-1161 dlawrence@drminternet.com

JULIE MOGOLIS, CMCA, AMS (760) 346-1161 jmogolis@drminternet.com

BILL OVERTON, PCAM (760) 346-1161 billoverton908@gmail.com

STEFFENIE TOLLETTE (760) 346-1161 stollette@drminternet.com

BRANDI WILSON, AMS, PCAM (949) 257-7707 bwilson@drminternet.com

MARRAKESH COUNTRY CLUB HOA

MONIQUE KERRIGAN, AMS (760) 485-3051 mokerrigan@yahoo.com

POWERSTONE PROPERTY MANAGEMENT

MELVIN KUPPINGER, CMCA (602) 628-0204 mkazmel@gmail.com

PREMIER COMMUNITY MANAGEMENT, INC.

ASHLEY LAYTON, CMCA, AMS, PCAM (760) 345-2449 alayton@brcpcam.com

REALMANAGE

CANDRA RODRIGUEZ, AMS (714) 288-2620 candra.rodriguez@realmanage.com

THE MANAGEMENT TRUST

THERESA KELLERHALS, CMCA (760) 322-1907 tkellerhals@desertprincesscc.com

NEW HOMEOWNER LEADERS

DESERT BREEZES CASAS

DR. WILLIAM CAULFIELD

EL DORADO PALMS ESTATES

REYNALDO BERMUDEZ

DAVID L. SCOTT

VIA ISLA HOMEOWNERS ASSOCIATION

PATRICIA CHING

MICHAEL HASTINGS

JOHN STARK

SCOTT VAN DYKE

ROBERT WEBSTER

RENEWING HOMEOWNER LEADERS

LAS BRISAS NORTH MORGEN BENTSEN (760) 342-8087 morgen.bentsen@gmail.com

LESLIE DULLMAN (760) 702-0557 psbruinl@gmail.com

RUBEN FRANZ (760) 774-7423 rafranz@gmail.com

BRUCE G. LATTA, CMCA (760) 285-5617 plqhoablatta@gmail.com

MARK MILLIGAN (303) 521-2155 mmilli6987@aol.com

TRESSA ROUNDS kraftytlr@hotmail.com

SALVADOR VELASQUEZ (760) 346-1161 salvadorvelasquez223@yahoo.com

MARGARET WANGLER, ESQ. (760) 408-5263 margaretwangler@gmail.com

MEAGHAN GAFFNEY-HOWE, CMCA, AMS CHAIR

The Gaffney Group, Inc.

RODNEY BISSELL, CO-CHAIR Bissell Design Studios, Inc.

MARILYN RAMOS, CO-CHAIR Guralnick & Gilliland, LLP

JENNIFER JAMES, ESQ. BOARD LIAISON HOA Legal Services

STEVEN SHUEY, PCAM BOARD LIAISON

Personalized Property Management (Ret.)

CHRISTOPHER BAIR Securitas Security Services

BRIAN BERCE Golden Alliance Insurance

SIERRA CARR, CMCA, AMS, CCAM, PCAM Associa Desert Resort Management

GREG GRITTERS Vintage Landscape

ASHLEY LAYTON, PCAM, AMS, CMCA Premier Community Association Management

GLENN A. MILLER, CGCS Southwest Landscape & Maintenance, LLC

JAMIE PRICER Coachella Valley Water District

JASON SAVLOV, ESQ. Adams | Stirling, PLC

CHRIS SIGLER, B.S.C.E, CDT C.L. Sigler & Associates, Inc.

LORENA STERLING, CAFM

Newman Certified Public Accountant, PC

EDUCATED BUSINESS PARTNER

Choose

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

Gary Butler, Asphalt MD's

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.

Jennifer James, Esq., HOA Legal Services

Erin Kelly, Pacific Western Bank

Megan Kirkpatrick, Kirkpatrick Landscaping Services

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

Bridget Nigh, Behr Paint Company

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

2023 COACHELLA VALLEY

CHAPTER BOARD OF DIRECTORS

PRESIDENT JULIE BALBINI, ESQ.

Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC

PRESIDENT-ELECT CLINT ATHERTON, PCAM

General Manager, Sun City Palm Desert

SECRETARY

ERIN KELLY

Manager, Pacific Western Bank

TREASURER

BG (RET) GUIDO PORTANTE

Director, Mira Vista at Mission Hills HOA

DIRECTOR

MARK DODGE, CMCA, AMS

Branch President & CEO, Associa Desert Resort Management (DRM)

DIRECTOR

DAN FARRAR, CMCA, AMS

General Manager, Ironwood HOA, FirstService Residential DIRECTOR

JENNIFER JAMES, ESQ.

Attorney, HOA Legal Services

DIRECTOR

BRUCE LATTA, CMCA

Manager, Indio Properties/President, Desert Cities HOA Council

DIRECTOR

MICHELLE LOPEZ, CMCA, AMS Director of Community Management, Powerstone Property Mgmt.

DIRECTOR

BRIDGET NIGH

Regional Account Manager, Behr Paint Company

DIRECTOR

LILY ORTEGA, CMCA Office Manager, Pro Landscape

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

CAL LOCKETT Executive Director clockett@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.

UPCOMING EVENTS

14 CAI-CV Spring Golf Tournament – Cinco de Mayo

Friday, May 5, 2023

15 CAI’s M-340 – Managing the Large-Scale Association

March 24-25, 2023

17 CAI-CV and City of Indio HOA Workshop

Saturday, February 11, 2023

22 CAI-CV Educational Breakfast Program & Mini Trade Show

Valentine’s Breakfast – Love Your Valley: Economic Development

Friday, February 17, 2023, 8:30 AM, Desert Willow Golf Club

23 Educated Business Partner Course

Friday, February 10, 2023

By

Bridget

Nigh

25 CAI Board Leader Certificate Course

Saturday, April 15th & Saturday, September 9th

PAST EVENT PHOTOS & SPONSORS

20 CAI-CV Educational Lunch Program & Mini Trade Show

Friday, January 20, 2023

30 2023 CAI’s CCAL Law

By Laurie S. Poole, Esq. and Alison M. Greiner, Esq.

President’s Message

Julie Balbini, Esq. Managing Attorney, CV Office, Fiore Racobs & Powers, A PLC

Congratulations to all our volunteers who were recognized at CAI-CV’s 2022 Awards Night, held last Friday. Please see the article and photos on pages 34-39. My heartfelt thanks go to the Awards Committee and all our members who helped make the 2022 Awards event a huge success. With 200 people attending, I think we can say that many of our members are feeling more comfortable with gatherings. It was great to see so many friends and colleagues!

CAI is working on a new look for CAI-California. On Monday, February 6, all of the chapter presidents, presidents-elect, and executive directors, from all eight California chapters, will meet in Orange County, with CAI National staff, for a day of strategic planning. Among the discussion topics will be the launch of a new CAI-California website. We will also be looking at statewide marketing opportunities, and ways the chapters can work cohesively and coordinate back-office work. I’ll keep you informed, as this project unfolds.

We have a full schedule of educational programs set for February. (See Upcoming Events on back page for registration links.)

On Tuesday, February 7, we have a Board Member Workshop (BMW), at 10:00 a.m., which will be available in-person, at the CAI-CV office, or via Zoom. Just a reminder that our BMWs are now combined with the Desert Cities HOA Council (DCHC). The topic of this workshop is “HOA Security & Safety," with guest speakers Roger Langner, Director of Security of Toscana Country Club, and Linda Soto, Emergency Coordinator for the City of Indian Wells.

Our February Manager on the Run (MOTR) will be on the topic of “Managing Maintenance Planning,” with guest speakers, Chris Sigler, B.S.C.E., CDT, President of C.L. Sigler & Associates, Inc., and Holly Smith, PCAM, from Associa Desert Resort Management. This program will be on Thursday, February 9, at 8:30 a.m. In 2023, MOTRs are now on Thursdays and offered via Zoom.

On Friday, February 10, the Chapter is offering CAI’s Educated Business Partner course to our business partners. This four-hour program earns participants CAI's Educated Business Partner distinction, which is recognized in the Chapter’s directory, and in HOA Living Magazine each month. This course will be offered online, via Zoom.

On Saturday, February 11, the Chapter’s Homeowner Leader Committee is co-hosting its first HOA Workshop with the City of Indio. This is to help inform Indio HOAs about best practices and how to differentiate between City jurisdictions and HOA jurisdictions. The workshop will be held at Sun City Shadow Hills and will include presentations from Indio’s Mayor and other City executives, and some representatives from CAI-CV. I will be there to welcome our guests and briefly discuss fiduciary duties of board members. If you work with HOAs in Indio, you will want to register them for this workshop.

* NEW TIME AND VENUE! * On February 17, our Educational Program and Mini Trade Show will be a Valentine’s Day themed breakfast event, at Desert Willow Golf Resort, in Palm Desert. (See ad on page 22.) The topic is “Love your Valley: Economic Development,” with guest speaker, Bob Wright, Economic Development Specialist, with the Riverside County Office of Economic Development. Bob is a longtime member of CAI and served as CAI-CV President in 2005.

You can sign up for any of our February events online, at www.cai-cv.org, or by using the links on page 44.

I would like to thank the Education Committee for two fantastic programs in January. The MOTR program on Thursday, January 12, on “Safety and Security,” was very interesting and informative. Our thanks go out to the roundtable of participants from the Police and Code Enforcement Departments for Palm Springs and Indio, for answering the managers' questions.

Our thanks to Ramona Acosta, PCAM, from Tinnelly Law Group, for presenting and answering questions about board duties and the Davis Stirling Act, at the BMW/DCHC on Tuesday, January 17. The workshop was offered both live, at the CAI-CV classroom, and via Zoom and had more than 60 HOA board members attending.

We had a record turnout at our January Lunch Program at Sun City Palm Desert, on Friday, January 20, where participants were entertained by guest speaker, comedian Aaron O’Brien (CBS, The Magic Castle). Our thanks to Aaron for kicking off the new year with humor and motivation.

One last reminder is for all of our members to sign up to volunteer on a CAI-CV Committee, in 2023. Volunteering with CAI-CV is the fastest way to grow your business and enhance your career. The only cost for volunteering is your time – about two hours per month. Call or email the CAI-CV office for more information, at admin@cai-cv. org.

February is a busy time for all of us in the HOA industry, especially in the Coachella Valley. We hope you will take a break from your work to join us at one or more of our February programs. We look forward to seeing you soon!

Across

5 Service dog is allowed in clubhouse if owner has this.

6 Second word in ESA.

9 Type of meditation, aware of the present.

10 Lorena Sterling recommends to put some of this in your financial statements.

12 City of next years CCAL law seminar.

13 Material used to form shell of pool.

14 First name of Olympian at 2023 Law Seminar

Down

1 Can be found in New Orleans swamps.

2 Recall petition can be considered a form of.

3 State that has one of the largest pool markets in world.

4 This month's holiday.

7 Christopher Bair says these type of emails are on the rise.

8 Use this to create a password.

11 These types of messages can be used to steal passwords.

12 Last name of new board member introduced.

Los Lagos

HOMEOWNERS ASSOCIATION

INDIAN WELLS

By Ashley Layton, PCAM

Los Lagos Homeowners Association, located in Indian Wells, spans 35 breathtaking acres, and boasts 89 beautiful single-family homes. The floor plans offer 2-3 bedrooms and are 2,200-3,000 sq. ft. The association is situated on fee simple land and the monthly assessments are $630.00. As an Indian Wells resident, homeowners enjoy discounted greens fees at the Indian Wells Golf Resort, as well as food discounts in the IW Club VUE and local hotel restaurants.

The Association began construction in 1980 and was designed by the world-famous Santa Barbara based architect Barry Berkus. One of Berkus’ desires was to create homes that are art, not just shelter. He strived to bring dignity to the people who live in his homes by creating a quality of life above and beyond what they would find anywhere else.

The Association stands apart from other developments with many beautiful amenities including a hand-carved imported entry fountain, abundant trees, lush landscaping, four gorgeous pools and spas, tennis courts, and pickleball courts. The main focal point of the community are the four

waterways that wind throughout the homes and common areas. The waterways make up their own ecosystem consisting of flora, fauna, fish, frogs, and birds such as ducks, egrets, and even the occasional pelican.

Association manager Rhonda Drews states, “I have always admired Los Lagos from afar. It is a beautiful community with unique features, fantastic settings, and gorgeous views. The extravagant Spanish entry makes for an impressive first impression.”

The board is comprised of five members, who are supported by the following committees: landscape, architectural, and waterways; a social committee is in the works.

Los Lagos Homeowners Association is managed by Premier

Community Association Management. Vice President Rhonda Drews, PCAM, can be reached at 760-345-2449, via email at RDrews@brcpcam.com, or through the website at https://loslagosiw.com/.

Ashley Layton, PCAM, AMS, CMCA is Vice President of Premier Community Association Management. She can be reached at 760 345 2449 or email her at ALayton@brcpcam.com. www.brcpcam.com

CAI NATIONAL M-340

MARCH 23RD & 24TH, 2023

MANAGING THE LARGE-SCALE ASSOCIATION

LEARN HOW TO MEET THE UNIQUE NEEDS OF EXTENSIVE COMMUNITIES.

This on-site course provides tips on how to manage associations that have more than 1,000 units or 1,000 acres and an annual budget of at least $2 million.

COURSE LENGTH AND FORMAT

2 days | 9 a.m. - 5 p.m. both days. (This program is offered in-person only as it includes a live tour of a large-scale community association.)

TUITION

CAI member: $479 | Nonmember: $579

REGISTRATION

Register now for the M-340 classroom course (click or scan the QR code)

SPONSORSHIPS AVAILABLE

M-340 TITLE SPONSOR

$2,000 (Limit 1)

M-340 CLASS SPONSOR

$750 (Limit 2)

M-340 DINNER & WINE TASTING SPONSOR

$500 (Limit 4)

M-340 SCHOLARSHIP SPONSOR

$500 (Limit 10)

SPONSORSHIPS REGISTER

HOSTED BY CAI-CV AT SUN CITY PALM DESERT

Outgoing Board Members, Steven Shuey, CCAM, PCAM, Louise Stettler and Michael (Mike) Traidman

By Meaghan Gaffney-Howe, CMCA, AMS

Steven Shuey has been in the CID industry for 45 years. He started in the industry working for Winmar of the Desert, that developed and managed Desert Island. When the developer left the community, Steven started Team Property Management, Inc. After 33 years managing at Desert Island, Steven spent the last 15 years of his career with Personalized Property Management as a consultant and operations manager.

Steven has been a member of CAI since 1979, even before the Coachella Valley Chapter began in 1981. While initially hesitant to pursue a career in community management, it was CAI and their education that effectively changed Steven’s mind. He says, “As a result of CAI and its education opportunities, I found community association management to be an excellent career and worth all the effort I put into it.” With a passion to make community living better, Steven felt that as a member of the CAI-CV Board of Directors, he could have a more positive impact toward his passion. He was originally elected to the board in 1996 and served in the office of President in 2001. Following many years of service to the Chapter both on and off the board, his latest term ended at the end of 2022. He continues to serve the Chapter on the HOA Living Committee, Professional Managers Committee, and Education Committee. Prior service includes the National Manager’s Council; Steven also joined the National Faculty for CAI and continues to serve on that team. When asked what event or moment he found most memorable while serving on the CAI-CV Board of Directors, Steven says, “The impact of the Covid pandemic and its devastating effect on the finances as well as the attitude of the membership on attending live in-person events.”

In his retirement years, Steven spends time supporting CAI and working with JPL Church. He enjoys listening to audible books (currently by Clive Cussler) while driving, as well as enjoying a good deal more peace and quiet in his free time. Steven is a middle child with a younger sister and older brother (both retired and living out of town). Steven credits his motivation and drive to his first supervisor in the industry. An ex-Marine Colonel, Steven’s supervisor was “demanding and detailed. I doubt I’d have made it as well as I did without him pushing me.”

Steven, thank you for your membership in CAI-CV and for your long-standing dedication to the CID industry!

Louise Stettler has been a member of CAI for nearly thirty years, starting when she was responsible for business development and marketing at the law firm of Epsten, Grinnell & Howell. At the urging of fellow CAI member Stu Bailey, Louise joined the Chapter for the networking opportunities. What she found was a lot more than just business opportunities. She found many lifelong friends who provided creativity, moral support, and encouragement throughout her professional journey and beyond.

Since joining the Chapter, Louise has spent more than six years on the board of directors. While her board term ended at the end of 2022, Louise continues to serve the Chapter as Chair of the Corks for CLAC Committee. When asked what event or moment she found most memorable while serving on the CAI-CV Board of Directors, Louise recalls the first award that the Chapter won at CAI National following the arrival of Chapter Executive Director Callen Lockett. Having now earned 27 awards, Louise is thrilled with and proud of the direction that the Chapter has taken over the past several years. “We’ve come a long way, baby,” she says, while adding, “It is important for current and future members to show up for events and for each other. I would like to encourage people to join with the motive to improve their relationships with people, as well as with their community.”

Louise notes that her husband, George, is her biggest cheerleader. Throughout her career, several Chapter members also come to mind as providers of motivation and encouragement, including Mary Walker and Carol Fulton. Now retired, Louise and George spend six months out of the year in Utah. They also enjoy traveling, including visits with their blended family consisting of their adult children, grandchildren and one great grandchild; family is mostly on the western side of the country in Colorado, Washington State, Nevada, and Northern California. Louise also enjoys river cruises (she recently returned from a cruise on the Panama Canal), as well as the theater and online bridge; she is currently a Bronze Life Master. A fan of intrigue, mystery and murder novels, Louise enjoys Audible books. When she is not listening to David Baldacci, Lisa Wingate and Daniel Silva, she is listening to country or rock and roll music.

Louise, thank you for your membership in CAI-CV and for your long-standing dedication to the CID industry!

Wh ile living in his community, Mike Traidman realized that the management company was more involved in running the homeowners association than the board was. Mike thought things should be managed differently so he decided to run for a position on the board. After joining the board, Mike says he realized how little he knew about the industry and community management.

Mike has had many mentors over the years, and he credits his HOA Board President Bill Maxwell for his encouragement, as well as the introduction to CAI-CV and the Desert Cities HOA Council. It is these organizations that Mike says provided him with education and a place to go for information.

Fast forward ten years, Mike has served on the Board of CAI-CV six years (including two years as President) and chaired the Desert Cities HOA Council for eight. While Mike’s term on the CAI-CV Board of Directors ended at the end of 2022, he continues to serve as the Chair of the CLAC LSC Committee, as well as serve on the Golf and Homeowner Leader Committees and assist the Corks for CLAC Committee. Mike also serves on the Executive Committee of CAI-CV, which works on strategic planning for the Chapter, and he is now a Commissioner for Community Association Managers Certification International Board (CAMICB), as well as the Government and Public Affairs Committee. Of his time on the Board of Directors of CAI-CV, Mike says that the most memorable event or moment for him was “working through the pandemic and trying to keep the Chapter viable.”

When not in Zoom meetings, Mike is an avid reader and member of a book club; he is currently reading Tom Clancy Red Winter by Marc Cameron. He also enjoys golf, tennis, and pickleball. Mike and his wife Sally celebrated 51 years of marriage in December. Congratulations! Together, Mike and Sally have two sons and five grandchildren.

Mike, thank you for your service on the Board of CAI-CV, and for your continued dedication to the CID industry!

Meaghan Gaffney-Howe, CMCA, AMS is a community manager and Vice President of The Gaffney Group, Inc.

Meaghan can be reached at meaghan@thegaffneygroup.net.

CAI-CV & CITY OF INDIO

HOA WORKSHOP (For HOAs and managers in Indio)

Hosted by CAI-CV and the City of Indio Saturday, February 11th, 9:00 a.m. – 12:00 p.m. (light breakfast & lunch included)

Sun City Shadow Hills

81-420 N. Sun City Blvd, Indio, CA 92203

TITLE SPONSORS

Associa Desert Resort Management

Fiore Racobs & Powers, A PLC

Learn about who is in charge –the City or the HOA

This symposium will help Indio community board members and their managers know who to contact, and who is responsible for the various services available to HOAs and residents in the City of Indio.

COST: This workshop is free

CEUs: Managers will receive three CEUs (continuing education units) for attending

REGISTRATION: Register now by clicking or scanning on the QR code

SPONSORSHIPS AVAILABLE

Click or scan on the QR code to sponsor

INDIO WORKSHOP FOOD SPONSOR

$500 (Limit 2)

INDIO WORKSHOP MANAGEMENT COMPANY

SPONSOR $250 (Limit 2)

We at Gardner, with over 54 years remodeling pools, think we’ve seen it all. A Long Beach high rise 35th floor pool where the plaster needed to be elevatored one wheelbarrow at a time. A homeowner with a ruler, tape measure and leveler in hand to measure each piece of coping as our masons installed. A single residence with nine bodies of water (three pools, one with a rock mountain/slide worthy of Disneyland, two spas, and four fountains) not to mention the tennis and racquetball courts.

Yet each day brings new surprises. That’s because pools and spas are complicated structures that have, as far as they are concerned, a single goal – self-destruction. As a remodeler, we must recognize and understand the underlying structure of a vessel that is supposed to withstand the weight of 13,500 to 100,000 or more gallons of water straining to burst in all directions but up since the day it was filled. It is also, through water, chemicals, and weather conditions, striving to destroy the very shell that contains it.

Unsurprisingly, California is one of the largest pool markets in the world including Florida, Arizona, Nevada, and Texas. What does it take to consistently be a top Pool Remodeling performer in a leading and competitive market? Knowing how to remove and apply a new finish is, often, only a small part of the story.

There are few structures that are as complicated and

varied as a pool or spa where the remodeling company must deal with inferior workmanship of a long-gone pool builder.

Take, for example, rebound. When gunite was shot under high pressure to form the shell of a pool, some material, mostly sand, bounced off the wall. This should be discarded, but some applicators used the material to form steps or benches. They then coated the steps or benches with a thin layer of gunite. Over the years, this shell will fall apart making it impossible to replaster. The rebound must be replaced. Typically, there is no way to know if the rebound exists until the finish is removed.

We’ve seen many remodeling companies come and go. Some due to not having deep enough pockets to survive hard economic times, but others because they underestimated the depth of knowledge it takes to fully understand the pitfalls and challenges of pool remodeling.

So, what does it take to be an industry leader? There is nothing that can replace experience.

Lic #896061 C-53

Mike McKenna Owner

Josh Owlsey Owner OC Office

Scott McKenna

Valentine’s Day & Online Ordering: Phishing Emails are on the Rise

By Christopher Bair

HERE’S HOW TO STAY SAFE.

Valentine's Day is that time of year for love and romance, but it is also a time when cybercriminals will do anything they can to steal your credentials, identity, and money with well-planned phishing email and texting campaigns. Here are some ways to avoid falling victim to these scams.

PHISHING ATTACKS:

Over the past few years, there has been a surge of malicious phishing email campaigns during January building up to Valentine’s Day. It is also estimated that 400+ maliciously themed phishing emails are spotted every week. Some campaigns trick users with fake shopping websites, knowing that people are looking to buy gifts online for their loved ones. For cyber-criminals, this presents a good opportunity, and many of the phishing emails offer products at unbelievably reduced prices.

It is always recommended to first check the official company site before clicking on any such offers sent via email or text. When hovering over a hyperlink, you may also see where the link is going to take you. This can be a clear indication that it is not an authentic site.

While email is the most common method used for phishing attacks, text messages are becoming increasingly used to steal passwords and credentials. These scams can lead to devastating results such as data loss, identity theft,

and fraudulent money transfers. It is extremely important to be vigilant against these texting attacks. Even the most cyber-sophisticated amongst us can sometimes get fooled. If you get a suspicious text, report it as junk, delete it, and block the sender’s number for the future.

HOW TO AVOID FALLING VICTIM TO THESE PHISHING ATTACKS?

Always check to ensure you are ordering online from an authentic source. It is best to never click on any promotional links sent via email (or text). You should always search for the official company link from the Google results page. Don’t ever share your credentials with anyone. Many people reuse passwords across many different accounts. This is an extremely dangerous habit! If a hacker gains access to one of your accounts,

it will be much easier for them to potentially access your other online accounts. You should create unique and strong passwords for each account. Use a combination of upper/lower case letters, along with numbers and special characters. You can also use a password Manager/Generator. If you receive an unsolicited ‘password reset’ email or text, DO NOT click on the embedded link. You should first visit the official website, login to your account directly online and change your password if needed. Beware of lookalike domains and spelling errors in texts and emails. Awareness and vigilance are the key to your online safety.

HAVE A SAFE AND HAPPY VALENTINE’S DAY!

Christopher Bair is the Business Development Manager at Securitas Security Services in Palm Desert. Christopher can be reached at: (760) 779-0728 or by email at christopher.bair@securitasinc.com.

"It is also estimated that 400+ maliciously themed phishing emails are spotted every week."

CAI-CV's Magic Education Lunch

FRIDAY, JANUARY 20, 2023 | Sun City Palm Desert

SPEAKER: Aaron O’Brien

AARON O’BRIEN became a member of the worldfamous Magic Castle in Hollywood at the age of thirteen. Now twenty-two, he has established himself as a popular keynote speaker, magical master of ceremonies, and dynamic event entertainer. Aaron has appeared on CBS television and is an in-demand virtual speaker.

TOPIC: Laugh for a Change

How to function with or without a pandemic?

THANK YOU TO OUR SPONSORS

BOOTH SPONSORS:

Accurate Termite & Pest Control

Alan Smith Pools

BPR, Inc.

Broadband Agreements, Inc.

CIT Bank

C.L. Sigler & Associates

Cooper Coatings, Inc.

Dunn-Edwards Corporation

EmpireWorks Reconstruction

Epsten, APC

Hotwire Communications

PatioShoppers

Prendiville Insurance Agency

Nissho of California, Inc.

Southwest Landscape

Vintage Landscape

PEN SPONSOR

The Behr Paint Company

CALIFORNIA’S WATER ACCOUNTING

Dr. Dilip Khatri, PhD, SE

Will there be enough water to sustain life in California? The central question pervading our society’s existence is WATER. Although this author has great admiration for NASA-JPL’s great minds to search for water on Mars, how about finding it here in Southern California? A central issue here is not just California but for the southwest in general: California, Nevada, Arizona, Utah, Colorado, and Mexico. All who share and signed several treaties to share the Colorado River Basin, which is now endangered. Is the sole cause of water distress due to global warming and climate change? Or have we squandered Mother Nature’s gift on misplaced priorities?

The Hoover Dam was constructed in 1936 which created Lake Mead with 29 million acre-ft of water capacity for a population of approximately 6 million. The size of the lake is the same, but the population has increased to 60 million. In 86 years, the lake capacity is the same, and the population has increased by tenfold. California has 1500 dams, and no new dams over the past 30 years, with total water storage capacity of 30 million acre-ft. The demand of the California’s population [40+ million] is larger than the countries of Canada [37 million], Australia [25 million], Saudi Arabia [37 million], and boasts the 5th largest economy in the world. My full paper is available and presents the “water accounting” of the State of California and supply v. demand analysis to understand [from an analytical civil engineer’s perspective] the use of our most valued natural resource.

Dr. Dilip Khatri, PhD, is a Structural Engineer with 39 years’ experience in structural design, construction, and project management. He is principal of Khatri International, a structural and civil engineering firm based in Arcadia, California and Las Vegas, Nevada. Dr. Khatri can be reached at (626) 351-4830 or by email at dkhatri@aol.com.

Congratulations Robert DeNichilo, Esq. on earning his acceptance to the College of Community Association Lawyers (CCAL) in November 2022! Robert is with the law firm Nordberg|DeNichilo, LLP.

Congratulations to Jennifer Tirado for earning CAI’s Community Insurance and Risk Management Specialist (CIRMS™) designation in December 2022! Jennifer is with CondoLogic.

Congratulations to Tracy Young on earning CAI’s Association Management Specialist (AMS©) designation in December 2022! Tracy is with Associa Desert Resort Management.

EDUCATED BUSINESS PARTNER COURSE

Earn your EBP Distinction

Friday, February 10, 9:00 AM Via Zoom – Only $99

By Bridget Nigh

CAI has over 50,000 members, but surprisingly, only 1,058 members hold the Educated Business Partner distinction. Becoming an “Educated Business Partner” is a great way to differentiate yourself from the competition in your market. For a onetime fee of $99, CAI-CV offers an in-person course on Friday, February 10th at 9:00 AM or an online course year-round. Individuals who pass the course, and maintain their CAI membership, will be granted the CAI Educated Business Partner (EBP) distinction, gaining special recognition among thousands of companies and professionals who support common-interest communities—accountants, attorneys, bankers, insurance professionals, landscapers, painters, reserve specialists, software providers and many others. I am looking forward to attending the in-person class this February and hope you will too.

Bridget Nigh is Behr Paint Company’s Regional Account Manager for the Coachella Valley and Inland Empire and is a Director on the CAI-CV Board. Bridget can be reached at (714) 365-7427 or by email at bnigh@behr.com.

MEET NEW BOARD MEMBER Michelle Lopez

By Marilyn Ramos

This article is part of a series featuring CAI-CV Board members and Committee chairs. Today, we profile newly elected board member, Michelle Lopez, CMCA, AMS. Michelle is the Director of Community Management, overseeing the Coachella Valley office of Powerstone Property Management.

Michelle told us that she is proud to work for Powerstone Property Management. They opened their doors to the CID industry in 1993 and grew steadily in a very competitive marketplace by providing top-notch service, attention to detail and a willingness to do what it takes for their clients. They now serve all of Southern California and the Bay area.

Michelle is a lifelong resident of the Coachella Valley, and she credits that for her unique ability to meet the needs of both board members and homeowners. She has vast experience as a supervisor and senior community association manager. She has over 11 years of HOA management experience; managing a diverse portfolio of accounts, including 55+ communities, large master planned associations, timeshares, condo associations, PUDs, and exclusive motor coach resorts in Palm Desert, Palm Springs, Rancho Mirage, and Indio. All this experience makes it clear why she will be a terrific asset to the CAI-CV Board of Directors.

Michelle has received CAI-CV’s Portfolio Manager of the Year and

Employee of the Year Awards. She holds an associate degree with a minor in Paralegal Studies and Legal Science as well as a bachelor's degree from the University of Phoenix with a major in Management and Health Administration. She also holds multiple certificates of completion in leadership, team building, and management operations. She has earned the distinguished credential of Certified Manager

the Awards Committee and the Corks for CLAC Committee in 2023. Her threeyear term on the Board of Directors for CAI-CV started in January.

Michelle has also earned her Certified Community Association Manager (CCAM) credential through the California Association of Community Managers (CACM) and currently serves on the CACM Law Seminar and Fall Forum Advisory Committees. During her free time, Michelle serves as a member of the Rancho Mirage Chamber of Commerce and the Greater Coachella Valley Chamber.

It is hard to believe Michelle has time for anything else, but she does. She enjoys her family time. She has been married to husband, Gabriel, for seven years, and is the mother of five – Tiana, Jelena, Gabriel, Juan, and Nehemiah. She is also the proud grandmother of a grandson, Jeremiah Imari Jiles. And don’t forget the fur baby, 14-year-old Shih Tzu, Fifi.

of Community Associations (CMCA), Association Management Specialist (AMS), and Certified Community Association Manager (CCAM) and is an active member of the Community Association Institute (CAI) where she has served on various committees (Professional Managers, Education) and currently serves on the Awards and Homeowner Leaders committees. She will now serve as the Board Liaison to

Michelle likes to bike and travel with her husband. They are cruising this month, going from New Orleans to Cozumel. She and Gabriel like to entertain their family and friends whether it’s parties, sports games or just because!

Professionally, Michelle said her greatest achievement is being hired as the Director of Community Management for Powerstone’s Coachella Valley branch. When it comes to managing her staff, she seeks input from

"MICHELLE HAS RECEIVED CAI-CV’S PORTFOLIO MANAGER OF THE YEAR AND EMPLOYEE OF THE YEAR AWARDS."

her employees, remaining open to new ideas and granting employees the freedom to use their voices. She rewards employees who consistently exceed expectations. She does not believe in micromanaging since an employee’s performance speaks for itself. She dedicates herself to the ongoing development of each employee and encourages them to continue to reach credentialing goals each year.

Michelle said her management style with clients focuses on transparency. She said it is important to know the governing documents

Application for CAI Board Leader Certificate Course

New in 2023 – CAI National is offering HOA board members a nationally recognized CERTIFICATE! CAI-CV will offer this five-hour program to our members and the Desert Cities HOA Council members twice in 2023.

DATES:

Saturday, April 15th

9 A.M. to 3 P.M. CAI-CV Classroom

Saturday, September 9th

9 A.M. to 3 P.M. CAI-CV Classroom

THE COST IS REGULARLY:

of your communities so you can be sure that policies and enforcement are consistent. She says, “My communities are a reflection of me, so I take pride in how I manage them.” She believes her ability to lead, to listen, to be compassionate, and to deescalate stressful situations are her strengths.

Michelle is motivated by what she refers to as achieving “stellar management.” A good example of this is when CAI-CV’s Association of the Year award was given to her client Victoria Falls HOA in 2022. She is proud to have Powerstone recommended by others because of their proven results and positive management style.

Michelle says she joined CAI to continue her education and earn industry designations. She has continued her membership over the years because she sees the value CAI-CV has in her career. As a member of the CAI-CV Board, she wants to help current managers and future managers elevate themselves in this industry. She also wants the board to continue to bring back the sense of camaraderie that it once had with business partners and managers.

We thank Michelle Lopez for her years of outstanding management and dedication to our industry. We have no doubt she will continue to lead and continue to do great things.

Marilyn Ramos is a paralegal for Guralnick & Gilliland, LLP. She can be reached at (760) 340-1515 or by email at MarilynR@gghoalaw.com.

$99 for members | $199 nonmembers (Individual online class via National)

The Chapter is offering a facilitated class for a cost of $69 (members) and $169 (nonmembers). Most HOA’s pay for their members to attend. It’s a win-win for all!

Please provide us with the following information if you are interested in participating in the Board Leadership Certificate Program.

Name: Email:

Cell Number:

HOA Board:

Preferred Date:

Those board members interested in participating will be contacted with the details of the program.

EMAIL THIS INFORMATION OR CLICK

OR SCAN THE QR CODE: admin@cai-cv.org or fax it to (760) 341-8443. If you have questions, call the office at (760) 341-0559.

“MY COMMUNITIES ARE A REFLECTION OF ME, SO I TAKE PRIDE IN HOW I MANAGE THEM.”

Emotional Support Animals

By Wayne S. Guralnick, Esq.

The Americans with Disabilities Act (“ADA”) defines a service animal as a dog that has been individually trained (generally by an accredited service dog training school) to work or perform tasks for an individual with a disability. In order to be considered a service dog, the task performed by the animal must be directly related to the person’s disability. For example, a dog must be trained to help a visually impaired individual with navigating their surroundings safely or be trained to sense the onset of seizures for an individual suffering from epilepsy. Service animals are different from emotional support animals. In recent years, a new category of assistance animals has emerged often referred to as emotional support animals (“ESAs”).

The emergence of ESAs has led to an increase in the misrepresentation of emotional support dogs as service dogs. Additionally, several businesses now sell various misleading ESA-related certificates and merchandise that inaccurately implies that ESAs have the same legal rights and privileges as service dogs. Items include vests, tags, patches, identification cards, and certificate documents prominently featuring the words “Emotional Support Animal” and in some instances “ESA, protected under federal law” which can imply that ESAs wearing such accessories are granted the same rights as service dogs.

Last year’s Assembly Bill 468 addressed the fraudulent sale and misrepresentation of ESAs by requiring a person or business that sells or provides emotional support dogs, certificates, identifications, tags, vests, leashes, or harnesses for ESAs, to provide a written notice in 12-point bold type to the buyer or recipient stating that the dogs or items do not qualify nor grant the rights afforded to guide, signal or service dogs. Such notices must also state that fraudulently representing oneself as the owner or trainer of a guide, signal or service dog is a misdemeanor under existing California law.

DOCUMENTATION ISSUED BY HEALTH CARE OR MENTAL HEALTH PROVIDERS

An ESA is a dog (or other animal) that is not trained to perform specific acts related to a person's disability. Instead, the owner of an ESA derives a sense of well-being, fulfillment, companionship, or lessened anxiety with the presence of the animal. Of note, ESAs do not enjoy the same legal privileges as trained service dogs. For example, while federal and state law require that service dogs be allowed to accompany their human partner in public places, ESAs may not have to be accommodated depending on the circumstances.

Letters from health care and mental health providers are often requested to show that an animal provides a disability-related benefit to an individual. In some instances, ESAs can provide legitimate therapeutic benefits and play an important role in supplementing mental health. However, documentation from a provider may be required to bolster the legitimacy of an ESA, particularly in the context of housing and air travel. As a result, it has become increasingly common for individuals to request a health care or mental health provider to provide such documentation. Providers who may issue such documentation include physicians, psychiatrists, psychologists, licensed marriage and family therapists, licensed clinical social workers and licensed professional clinical counselors.

Last year’s legislation effective January 1, 2022, provided criteria must be met before a health care provider can issue documentation related to an individual's need for an ESA. Specifically, the provider must:

1) Have a valid, active license and include the effective date, license number, jurisdiction, and type of professional license in the documentation;

2) Have jurisdiction to provide the documentation;

3) Establish a client-provider relationship with the individual for at least 30 days prior to providing the documentation requested related to the individual's need for an emotional support animal; and

4) Complete an in-person clinical evaluation of the individual regarding the need for an emotional support animal.

Violation of the above requirements by the health care practitioner could subject the health care practitioner to discipline from the applicable licensing board.

APPLICATION TO COMMUNITY ASSOCIATIONS

Associations are increasingly presented with the difficult task of establishing the validity of ESAs particularly when residents bring same into common area locations where normally

a dog or other animal would be prohibited. For example, many residents bring their dogs into pool areas or clubhouses claiming that their dog is an ESA. Under existing law community associations must make reasonable accommodations for residents who need ESAs under the federal Fair Housing Act; however, under last year’s legislation, community associations can now be assured that health care practitioner requirements will help ensure letters from such providers in support of the ESA request are now legitimate.

WHAT ABOUT SERVICE DOGS WITHIN CLUBHOUSES?

A service dog is permitted within the clubhouse if the owner has a legal disability, and the dog helps/alleviates the disability. If the disability is not obvious (like a guide dog for the blind), associations can require proof of disability provided the association cannot demand to know the specific disability, only that the person has a disability, and the service animal is required. Such proof is usually in the form of a doctor’s letter.

YOU MAY ASK:

■ Is the dog a service animal required because of a disability?

■ What work or task has the dog been trained to perform?

You are not allowed to:

■ Request any documentation that the dog is registered, licensed, or certified as a service animal.

■ Require that the dog demonstrate its task or inquire about the nature of the person’s disability.

Because service animals are not required to wear vests, a dog that is wearing a vest is not necessarily a service animal. The dog still needs to be trained to perform a task for a person with a disability to be a service animal.

Wayne Guralnick — Mr. Guralnick received his undergraduate degree from Villanova University and his law degree from Pepperdine University. He has been a faculty member of the California Association of Community Managers (CACM) for over 15 years. Mr. Guralnick has also been a long-standing member of CACM’s Legislative Committee. He is the past president of the Coachella Valley Chapter of the Community Associations Institute (CAI). He is a member of the American, California, Riverside County, and Desert Bar Associations. Mr. Guralnick is a frequent lecturer at numerous national conventions for CAI and throughout the State for CACM and other industry trade organizations. Mr. Guralnick has also provided a Legislative and Case Law Update for Southern California Community Associations since 1985. Mr. Guralnick also acts as a mediator, particularly for Community Association disputes. He is qualified as an expert on the fiduciary duties of boards of directors as well as other litigation involving community association matters.

Love Your Valley –The Art of Giving Back.

By Glenn A. Miller, CGCS

As residents of the Coachella Valley we are truly blessed to live in our own version of paradise. Besides the obvious advantages of great weather, beautiful, gated communities with great amenities and diverse entertainment options, we live in one of the most philanthropic communities in the United States. The art of giving back shown by Coachella Valley residents is truly amazing.

One of the advantages of living in our Valley is the opportunity to become involved with one of the many charities that call the Coachella Valley home. There are dozens of non-profit organizations that provide vital services, as well as offering opportunities for both fulltime and part-time residents to become involved in our diverse community.

Many of our local homeowners associations partner with local charities by sponsoring golf tournaments, hosting

fundraising luncheons or dinners, or by having individual members give back their time and expertise to assist in the operation of the charity itself. One such volunteer opportunity is donating time to the Valley’s local food bank FIND –(Food In Need of Distribution).

FIND is based in the City of Indio and provides fresh and non-perishable food to a vast network of community agency partners and directly to people in our communities. FIND provides 75-100% of the total food supply for 90% of the region’s major soup kitchens, food pantries, religious organizations, and nonprofits. FIND helps feed on average 150,000 people per month in the greater Coachella Valley.

If working with animals is something

you would like to become more involved with check out these organizations. The Palm Springs Animal Shelter (PSAS) offers numerous volunteer opportunities. Save a pet’s life today by joining over 2,000 pet owners who find love at PSAS every year. See volunteer opportunities at psanimalshelter.org. Similarly, the Loving All Animals organization helps to connect people with pets. Their hard-working volunteers rescue and foster abandoned animals. They pull from shelters in other areas making sure to find forever homes for all the animals in their care. Contact Loving All Animals at lovingallanimals.org.

The Boys & Girls Club of the Coachella Valley is an outstanding organization serving over 6,000 young people annually in our desert with four locations open to children between the ages of 7 through 18. The mission of the Boys &

Girls Club is to save and enhance the lives of young people in our community, especially those with economic and/or social needs by offering a safe haven and meaningful youth development services. Contact them at bgcofcv.org.

The above organizations are but a small sample of the many worthwhile nonprofit organizations in the Coachella Valley. I encourage all CAI members to check out these or any other nonprofit agency and “Love Your Valley” by becoming involved.

Glenn A. Miller, CGCS, is the Vice-President of Operations of Southwest Landscape & Maintenance, LLC located in Indio. Glenn is also a Councilmember with the City of Indio. He can be reached at (760) 347-3388 or by email at glenn@swlandscape.net.

"One of the advantages of living in our Valley is the opportunity to become involved with one of the many charities that call the Coachella Valley home. "

2023 CCAL Law Seminar

By Laurie S. Poole, Esq., CCAL and Alison M. Greiner, Esq.

This year, CAI is celebrating its 50th Anniversary and the festivities began with the 2023 CCAL (College of Community Association Lawyers) Law Seminar in New Orleans on January 11 – 14. Attorney Laurie Poole is the Immediate Past-President of CCAL’s Board of Governors, and this was her 11th Law Seminar. This was HOA attorney Alison M. Greiner’s first time attending the Law Seminar. The following is a recap of their experiences:

Laurie

S. Poole, Esq.:

I had the opportunity to serve as President of the CCAL Board of Governors in 2022. During my tenure, CCAL explored the following initiatives: (1) attorney wellness; and (2) the inclusion and advancement of women in community association law.

My goal was for CCAL to lead a culture shift in establishing health and well-being as centerpieces of our success as community association attorneys and human beings.

I heard from many community association attorneys that attorney wellness was a timely and much-needed discussion. Crucial to this culture shift is eradicating the stigma behind mental health issues and promoting an environment where seeking help is supported and encouraged.

I was pleased this important topic continued at the 2023 Law Seminar. Current CCAL Board President David Graf began the Law Seminar with a moving speech about his experience with life-altering medical issues. Briana Scurry gave the keynote address. As a legendary U.S. soccer goalkeeper, Briana earned two Olympic gold medals and was a World Cup Champion with

the U.S. women’s soccer team. She addressed her physical and mental health struggles after suffering a severe concussion injury toward the end of her soccer career. I was able to meet Briana – she showed me her Olympic gold medals, and I showed her the crystal gavel I received in recognition of my year as CCAL Board President.

Continuing the wellness track, I attended a session titled “Brain Waves: The Science Behind Attorney Wellness and Mindfulness Practices.” Attorney-turned-psychologist, Dr. Kolette Butler discussed neuroscience studies proving the power of mindfulness to relieve stress. She provided information and techniques to change neural functions and brainwaves to manage stress better and enhance cognitive, emotional, and social performance. In addition to benefiting attorneys, these techniques can help community managers and board members who also experience high stress.

According to surveys conducted by the National Association of Women Lawyers, the progress women have made in law firms over the last decade has been slow and incremental at best. Law firms continue to face challenges supporting and promoting women and diverse attorneys.

At this year’s Law Seminar, I moderated a program titled “Women in Community Association Law: Exploring

“My goal was for CCAL to lead a culture shift in establishing health and well-being as centerpieces of our success as community association attorneys and human beings.”

How Far We Have Come and Where We Need to Go.” The panel explored topics such as mentoring, attorney wellness, women in leadership positions, and work-life “balance.” Before the Law Seminar, CCAL conducted a survey that resulted in responses from 132 community association lawyers. The survey revealed that 24% of the respondents have no female equity partners in their law firms, while for 22%, the range of female equity partners is in the 50-74% range. Eight percent of those responding have female equity partners in the 75-100% range.

According to the survey further, the three highest challenges attorneys face are:

1. Balancing Family and Work – 62%

2. Client Expectations – 51%

3. Billable Hours – 38%

CCAL needs to continue supporting the advancement of female and diverse attorneys in community association law. Another session I attended was “Safer Communities: Confronting Guns in Community Associations.” Given the two recent shooting events in community associations in Florida and Toronto, Canada, this session was timely. The presenters, from Texas and Florida, explored federal and state gun control laws and whether community associations are considered “state actors” for purposes of applying constitutional law. There are many questions surrounding the ability (or prudence?) of community associations in trying to regulate gun control and usage.

One of the highlights of attending the CCAL Law Seminar is connecting with community association attorneys from all over the country. This year, I met practitioners from Idaho and Alaska and reconnected with attorneys I’ve been fortunate to meet over the past 11 years. Sharing experiences and ideas allows me to continue to grow as a community association attorney.

I’m grateful for the opportunity to have served as the 2022 President of the CCAL Board of Governors. It was a highlight of my career!

Alison M. Greiner, Esq.:

Although I have been practicing law for over twenty (20) years, I’m now specializing in the practice of community association law. I’ve grown to really appreciate this area of

law for its ever-changing fact patterns and potential causes of action, which keeps me on my toes. I’m reminded of law school bar exam questions that seemed to have random fact patterns thrown together having nothing in common, so is true of many opinion letters that I am asked to write to association boards. Some days it’s chickens, harassment, defamation, and other days it’s a simple breach of contract.

In addition to learning the law surrounding this practice, I’ve also had to learn the acronyms associated with the community association industry. Community Associations Institute (CAI) is an international organization dedicated to building better communities through education, publishing newsletters, magazines, and websites, advocating before legislatures, regulatory bodies and the courts and offering resources to homeowner volunteers governing communities and the professionals who support them. CAI members include association board members, homeowner leaders, community managers, association management firms and other professionals who provide products and services to associations such as attorneys.

CAI has a subgroup dedicated to recognizing excellence in the practice of community association law, called the College of Community Association Lawyers (CCAL). CCAL’s mission is to promote high standards of professional and ethical responsibility in the practice of law through collaboration with other groups impacted by this area of law to enact community association governance practices, develop educational materials and programming for use by professionals and homeowners, and to implement the goals and objectives of CAI. Approximately 200 attorneys have been vetted and approved by CCAL to be distinguished as a CCAL Fellow.

I had the pleasure and the honor to attend the 2023 Community Association Law Seminar in New Orleans, Louisiana January 13 – 15, 2023. The law seminar is developed and hosted each year by CCAL as part of CCAL’s commitment to advancing the education and practice of community association law. During this year’s seminar, I was proud to watch as attorney Melissa Ward, a partner with my firm, was inducted as a CCAL Fellow.

The Law Seminar offered approximately 20 one-hour long sessions that covered a wide variety of topics of interest to attorneys generally and particularly to the community association

law practice. My favorite session was titled “Brain Waves: The Science Behind Attorney Wellness and Mindfulness Practices.” The session started out with a grounding exercise led by Arizona attorney, Alexis Firehawk. This exercise asked participants to methodically focus on each of the five senses starting with feeling the ground beneath their feet, looking around the room and noticing four objects, listening to three particular sounds, smelling two distinct odors, and finally focusing on the taste in their mouth. After the exercise, everyone in the room unanimously agreed they felt calmer and more relaxed. I imagined using this relaxation technique to start off the next annual membership meeting, town hall meeting or a contentious board meeting by asking everyone to participate in this exercise.

A piece of interesting research shared by Arizona attorney and psychologist Dr. Kolette Butler, was that a 2018 National Task Force on Lawyer Well-Being Study revealed that people were less happy when their minds were wandering, regardless of the activity they were performing and that what people were thinking was a better predictor of their happiness than what they were doing. The biggest takeaway for me from this session was the importance of mindfulness throughout the workday. Not only does mindfulness help to manage stress which can have a positive impact on health, but mindfulness can also increase your concentration and eliminate distractions which in turn should lead to a more productive and efficient attorney.

Other sessions throughout the seminar covered topics such as short-term rentals, assessment collections, gun control, ageism in law firms and addressing protests in the community. I learned that a homeowner refusing to pay assessments and homeowners petitioning for removal of the board are considered forms of protest. These protests, which are called institutional protests, can be annoying and burdensome. However, they have also led to important changes in legislation throughout parts of the country. There were also two general sessions bringing

everyone together covering relevant case law from the past year presented in an educational yet highly entertaining manner. A practice tip I walked away with from this session is to consider defining “livestock” in my restatements from now on and to never underestimate the importance of a pole barn. Socializing with community association attorneys from all over the country was one of the highlights of the seminar. There was time to mingle and network over breakfast, refreshment breaks, lunches, a session dedicated to young attorneys and first-time attendees and a women in law networking session. Listening to attorneys that work at other law firms and from other states discuss their approach to difficult issues and hear their perspective on important topics was enlightening. It was refreshing to hear stories and issues of the same type that I deal with on a day-to-day basis from other attorneys in the industry. Although the laws of each state are different, personalities and problems are generally the same. This is true especially when it comes to difficult homeowners and challenging board members. It was a good reminder that although we are separated by state lines and differing laws, we can still learn a lot from each other by sharing ideas and information.

In addition to the legal education and camaraderie with other professionals that we enjoyed, New Orleans has a vibrant nightlife, world-renowned cuisine, and an array of attractions to experience. Not only did I get to hold a baby alligator on a swamp tour, but alligator was on the menu in most restaurants as well! Next year’s CCAL Law Seminar is going to be held in Las Vegas, which I’m sure will provide attendees with just as much education and entertainment as we experienced this year in NOLA.

Since 1993, Laurie S. Poole, Esq., CCAL has been a California community association attorney. She is a Co-Managing Partner at Adams|Stirling, PLC, with offices throughout California, including Palm Desert. You can reach Laurie at Lpoole@adamsstirling.com or (760) 620-0747.

Alison M. Greiner, Esq. has been licensed by the California State Bar since 2003. She is a senior attorney with the law firm of Adams|Stirling PLC which has offices throughout California, including Palm Desert. Alison can be reached at agreiner@adamsstirling.com or (951) 501-4075.

“It was refreshing to hear stories and issues of the same type that I deal with on a day-to-day basis from other attorneys in the industry.”

Rat Pack

Celebrating the Rat Pack’s

CAI-CV

Awards Night “Rat Pack” Hits Record 200 Attendance

Arecord 200 CAI-CV members and guests attended the Chapter’s annual awards night on Friday, January 27th, at the “Rat Pack” themed gala held in the ballroom at Agua Caliente Resort Casino and Spa in Rancho Mirage. The Chapter celebrated and honored more than 150 volunteers, the 2022 leadership team, and welcomed the new 2023 Chapter Directors. As guests arrived, performer, Anthony Tran, flooded the ballroom with hits from Frank Sinatra, Dean Martin, Sammy Davis Jr., Peter Lawford, and Joey Bishop. The Awards Committee outdid themselves with incredible decorations including stunning themed centerpieces, life-sized cutouts of showgirls, and a display of $4,000 worth of door prizes to be given away. New this year was a silent auction with another $3,000 worth of items that guests could bid on. Guests also received lovely, engraved business card holders and playing cards.

Emcee, Tad Black, President of CM Squared, and former CAI-CV President, entertained the crowd once again with his quick-wit and humor as the awards were being presented. 2022 President, Clint Atherton, PCAM, LSAM, and 2023 President, Julie Balbini, Esq. presented the “Above and Beyond” awards to volunteers from the Chapter’s 16 Committees. The ten Chapter awards were kept secret until each of the award envelopes were opened by a Platinum Sponsor presenter. Then, 2021 President and Membership Recruiter Sponsor Matt Lawton, CIC, CIRMS, from Prendiville Insurance Agency, presented the 2022 Recruiter of the Year award, a $1,000 travel voucher, to Sam Rodriguez, PCAM. Following the awards ceremony, DJ, Michael Capitanelli, got the crowd dancing to Las Vegas style songs. There was a buzz of excitement in the air as the Grand Prize and door prizes were given away, and as the festivities ended, many guests moved on to after-parties at the casino. It was a glamorous evening.

Awards Committee Chair Kristin Berryhill-Hood, CCAM, and Co-Chair Michelle Lopez, CMCA, AMS and the volunteers on the Awards Committee were congratulated multiple times during the evening for an outstanding and memorable evening. If you would like to serve on the 2023 Awards Committee, let the CAI-CV office know.

Thank You to Our Award Night Sponsors

TITLE SPONSOR

Fiore Racobs & Powers, A PLC

PLATINUM TABLE SPONSORS

Allied Universal

AMS Paving, Inc.

Associa Desert Resort Management

Patrol Masters, Inc.

Powerstone Property Management

Pro Landscape

Roseman Law, APC

Sunshine Landscape

Western Pacific Roofing

RESERVED GOLD HALF TABLE SPONSORS

C.L. Sigler & Associates

Farley Interlocking Pavers

Pacific Western Bank

Vantage Point Construction X2

CHAPTER AWARDS SPONSOR

Flood Response

ABOVE & BEYOND AWARDS SPONSOR

Securitas Security Services, USA

CARD SPONSOR

Poppin Promotional Products

“BEST SHOT” PHOTOGRAPHY SPONSORS

EmpireWorks

O'Connell Landscape Maintenance

Sherwin Williams Paints

RAT PACK ENTERTAINMENT SPONSOR

Delphi Law Group, LLP

SINATRA’S VALET SPONSOR

Asphalt MD's

GRAND PRIZE SPONSOR

FirstService Residential

DINNER SPONSOR

Behr Paint Company

SCHOLARSHIP SPONSORS

Distinctive Restoration 247

Vincere Industries Construction

CLAC SPONSORS

Community Legal Advisors, Inc.

Epsten, APC

Thank You to Our Award Night Volunteers

A special thanks to Tad Black from CM Squared for being the emcee of the evening.

A special thanks to Jeff Grady and Corey Riley from Signarama for donating the life-sized showgirl cutouts and the sponsor signs.

A special thanks to Sammy Ahmad from Patrol Masters, and Aaron Patino, from CCTV Masters for their help with the audio-visual program.

A special thanks to the volunteers who helped run the event, Awards Committee Chair, Kristin Berryhill-Hood, CCAM (Associa DRM), Co-Chair, Michelle Lopez, CMCA, AMS (Powerstone Property Management), Barbara Dugan, CMCA, AMS (Millennium Community Management), Teresa Agnew (Roseman Law), Tatiana Jae (Roseman Law), Jolen Zeroski, CMCA (CIT Bank), Jayme Fakehany, CMCA, AMS (Associa DRM), Michael Marshall, PCAM (FirstService Residential), James Covington (Associa DRM), Cami Staviski (Vantage Point Construction), Sammy Ahmad (Patrol Masters), Aaron Patino (CCTV Masters), Ivan Castillo (Ivan’s Painting), Corey Riley (Signarama), Malachi Ramos (Southwest Landscape), and Santiago Servin (EmpireWorks).

A special thanks to the awards sponsors who helped give out the awards: Christopher Bair (Securitas Security Services), Ramona Acosta, PCAM (Tinnelly Law Group), and Hannah Stoops (Flood Response).

A special thanks to the Platinum presenters: Julie Balbini, Esq. (Fiore Racobs & Powers, A PLC), Suzie Salazar (Allied Universal), Liz Williams (AMS Paving), Brad Hungerford (Brightview Landscape Services), Sammy Ahmad (Patrol Masters), Lily Ortega (Pro Landscape), Mark Dodge, CMCA, AMS (Associa DRM), Michelle Lopez, CMCA, AMS (Powerstone Property Management), Teresa Agnew (Roseman Law), Kyle Firms (Western Pacific Roofing), and Carlos Contreras (Sunshine Landscape).

Congratulations to Our Awardees

2022 Awards Committee

Michelle Lopez, CMCA, AMS (Powerstone Property Management)

2022 Bowling Committee

Cassie Gertz, PCAM (The Management Trust)

2022 Business Partner Committee

Kristin Berryhill-Hood, CCAM (Associa Desert Resort Management)

DJ Conlon, CMCA (Poppin Promotional Products)

2022 CLAC LSC Committee

Clint Atherton, PCAM, LSM (Sun City Palm Desert)

Mike Traidman (Mira Vista at Mission Hills HOA)

2022 Communications and PR Committee

Cynthia Duffy (Associa Desert Resort Management)

2022 Education Committee

Emily Long, Esq. (Epsten, APC)

2022 Golf Committee

Julie Frazier (Frazier Pest Control)

Julie Mogolis, CMCA, AMS (Associa Desert Resort Management)

2022 HOA Living Magazine Committee

Meaghan Gaffney-Howe, CMCA, AMS (The Gaffney Group)

Ashley Layton, PCAM (Premier Community Association Management)

2022 Homeowner Leaders Committee

Sabina Dorn (Palm Valley Country Club HOA)

Michelle Lopez, CMCA, AMS (Powerstone Property Management)

2022 Membership Committee

Bruce Latta, CMCA (Indio Properties)

2022 Oktoberfest Committee

Gretchen Redewill, CMCA, AMS (Associa Desert Resort Management)

2022 Professional Managers Committee

Clint Atherton, PCAM, LSM (Sun City Palm Desert)

2022 Programs Committee

Kelly McGalliard, PCAM (PGA West)

2022 Volunteer Committee

Jayme Fakehany, CMCA, AMS (Associa Desert Resort Management)

Cami Staviski (Vantage Point Construction)

2022 Wine Tasting “Corks for CLAC” Committee

Barbara Dugan, CMCA, AMS (Millennium Community Management)

Jayme Fakehany, CMCA, AMS (Associa Desert Resort Management)

Chapter Awards

2022 CAI-CV Lifetime Achievement Award

Nominees:

Clint Atherton, PCAM, LSM

Sharron Badham, PCAM

Tad Black

Rhonda Drews, PCAM

Meaghan Gaffney-Howe, CMCA, AMS

Michelle Lopez, CMCA, AMS

Kelly McGalliard, PCAM

Steven Shuey, PCAM

Mike Traidman

Richard Warfield

The winner for 2022 Lifetime Achievement is:

Sharron Badham, PCAM (Associa Desert Resort Management/The Hideaway HOA)

2022 Distinguished Service Award

Nominees are:

Clint Atherton, PCAM, LSM

Julie Balbini, Esq.

Tad Black

Carlos Contreras

Michelle Lopez, CMCA, AMS

Kelly McGalliard, PCAM

Bridget Nigh

BG (Ret.) Guido Portante

Cami Staviski

The winners for the 2022 Distinguished Service Award are:

Michelle Lopez, CMCA, AMS (Powerstone Property Management)

Kelly McGalliard, PCAM (PGA West HOA)

2022 Community Association Onsite Manager of the Year Award

Nominees are:

Clint Atherton, PCAM, LSM

Sharron Badham, PCAM

Dan Farrar, CMCA, AMS

Kelly McGalliard, PCAM

Patricia Moeller

Julie Mogolis, CMCA, AMS, and Tracy Young, CMCA

The winner of the 2022 Community Association Onsite Manager of the Year

Award is:

Dan Farrar, CMCA, AMS (FirstService Residential/Ironwood Country Club HOA)

Congratulations to Our Award Night Winners

2022 Community Association Portfolio Manager of the Year Award

Nominees are:

David Schuknecht, PCAM

Sierra Carr, PCAM

Ashley Herrera, CCAM

Kristin Berryhill-Hood, CCAM

Michelle Lopez, CMCA, AMS, and Rhonda Drews, PCAM

The winner of the 2022 Community Association Portfolio Manager of the Year

Award is: Sierra Carr, PCAM (Associa Desert Resort Management)

2022 Community Association of the Year Award

Nominees are:

Sun City Palm Desert

Mountain View Community Association

Montage at Mission Hills HOA

Palm Valley HOA, and

Toscana HOA

The winner of the 2022 Association of the Year Award is: Sun City Palm Desert Community Association

2022 Community Association Homeowner Leader of the Year Award

Nominees are:

Bruce Latta, CMCA

BG (Ret.) Guido Portante

Mike Traidman

The winner for the 2022 Homeowner Leader of the year is: Bruce Latta, CMCA (Indio Properties)

2022 Business Partner of the Year Award

Nominees are:

AMS Paving

Asphalt MD’s

Bissell Design Studios

Dunn-Edwards Corporation

Flood Response

Ivan’s Painting & Maintenance

Prendiville Insurance Agency

SCT Reserve Consultants

Sherwin Williams Paints

Sunshine Landscape, and Vantage Point Construction

The winners for 2022 Business Partner of the Year are:

AMS Paving

Sunshine Landscape

2022 Educated Business Partner of the Year Award

Nominees are:

Ramona Acosta

Kym Burke

Tiffany Christian

Matt Lawton, CIC, CIRMS

Alison LeBoeuf

Bridget Nigh

The winner for 2022 Educated Business Partner is: Bridget Nigh (Behr Paint Company)

2022 Special Events Committee of the Year Award

Nominees are:

The Awards Committee

Bowling Committee

Golf Committee

Oktoberfest Committee

Wine Tasting “Corks for CLAC” Committee

The winner for the 2022 Special Events Committee of the Year is:

Oktoberfest Committee

Chair, Bridget Nigh

Co-Chair, Carlos Contreras

Co-Chair, Meaghan Gaffney-Howe, CMCA, AMS

Board Liaison, Erin Kelly

Sierra Carr, PCAM

Mandie Chlarson

Genney Groesbeck

Lorenzo Martinez

Kazell Pugh

Gretchen Redewill, CMCA

Synthia Salazar, CMCA, AMS

Angie Swoda

Meranda Valencia

2022 Operations Committee of the Year Award

Nominees are:

The CLAC Legislative Support Committee

Education Committee

Homeowner Leader Committee

HOA Living Magazine Committee

Professional Managers Committee

The Programs Committee

The winner for the 2022 Operations Committee of the Year is:

HOA Living Magazine Committee

Chair, Jennifer James, Esq.

Co-Chair, Rodney Bissell

Co-Chair, Marilyn Ramos

Board Liaison, Steven Shuey, PCAM

Brian Berce

Kimberly Burnett

Sierra Carr, PCAM

Meaghan Gaffney-Howe, CMCA, AMS

Greg Gritters

Cheyenne Landry

Ashley Layton, PCAM

Glenn A. Miller, CGCS

Jamie Pricer

Jason Savlov, Esq.

Chris Sigler, B.S.C.E, CDT

Lorena Sterling, CAFM

OTHER AWARDS

Outgoing President’s Award

Clint Atherton, PCAM, LSM

President’s Award

Mike Traidman

2022 Board of Directors Committee Award

Volunteer Committee

Chair, Lily Ortega, CMCA

Co-Chair, Jayme Fakehany, CMCA, AMS

Board Liaison, Jennifer James, Esq.

Mandie Chlarson

Tiffany Christian

Dan Farrar, CMCA, AMS

Cassi Hayes

Linda Johnson

Michelle Moore

Nicolasa Moya

Roxanne Ramirez

Cami Staviski

Liz Weber, CMCA, AMS

2022 Board of Directors

Educated Business Partner Award

Julie Frazier (Frazier Pest Control)

2022 Board of Directors

Business Partner Award

Vantage Point Construction

CAI-CLAC UPDATE

Kieran J. Purcell, Esq., CCAL, Epsten, APC

ADVOCACY WEEK 2023 WITH CAI-CLAC

Join all eight California CAI chapters for our 4-day virtual event. This event was previously Legislative Week at the Capitol and has been revamped for 2023!

CAI-CLAC’s lobbyist, Louie Brown, and California community association homeowners, managers and business partners will come together at virtual briefing sessions to learn how CAI-CLAC is working in Sacramento on their behalf in 2023. The event is FREE to attend, and the experience will be priceless!

CAI-CLAC CHAIR

The legislative session has begun, bills are being introduced, and CAI-CLAC and committee members are hard at work. In case you missed it, our CAI-CLAC Advocate Louie Brown, explains more in this month’s legislative update above.

Your CAI-CLAC legislative team is actively working to secure authors for the legislative agenda developed at the 2022 Annual Planning Meeting. At the same time, we are monitoring all introduced legislation to determine what might have an impact on community associations. We will soon start to develop our Legislative Hot Bills (https://caiclac.com/ legislative-session-hot-bills/) list and will keep you updated to track their progress.

In the meantime, we’re excited to announce the dates and details for our Virtual Advocacy Week 2023: Your Voice, Our Mission on Monday, April 24 – Thursday, April 27, 2023. This event was previously Legislative Week at the Capitol. See below to save your seat and become a sponsor to help support our efforts.

These virtual visits can be done in the comfort of your home or office. You can join as many sessions as you're able. Come help us seek support for specific bills and connect with your industry peers virtually in 2023.

CLICK BELOW TO SAVE YOUR SEAT AND LEARN ABOUT THE SPONSORSHIP OPPORTUNITIES AVAILABLE.

Learn More: https://caiclac.com/advocacy-week/ Importance of Advocacy Week – See Video: https://www. youtube.com/watch?v=5OM2yGgigAE

While we will miss coming together, these virtual meetings are more important now than ever! We have 35 new California Legislators this year and we need your help to educate them about CAI-CLAC and key issues impacting your communities. Legislators what to hear from YOU!

Register Here: https://caiclac.com/advocacy-week/

All Your Financials Need is… Love

By Lorena Sterling, CAFM

Most communities operate off a December year-end, with February being the month to finalize a year-end financial. This is your best opportunity to acquire a complete and accurate representation of the last twelve months. ‘Tis the hearty season to pump some extra love into your statements, in preparation for your CPA’s audit and review.

Some areas to consider spending your love:

- ACCRUE 2022 EXPENSES PAID IN 2023

Many payables in January and February will represent the prior year’s expenses. Utilities with a partial month billing period are a prime accrual. A gas bill of $30, with a 30-day billing period, and 15 days of it was in 2022, accrues $15 into the year-end financial to accurately represent the last 15 days of the year's expense.

- RECONCILE INSURANCE AMORTIZATION

An insurance premium term that renewed in February for $2,500.00 will amortize $208.33 monthly. Any remainder funds in excess of the two months for the upcoming year can be expensed to its respective account.

- COMPARATIVE INCOME STATEMENT VS. PRIOR YEAR

Generate an income statement that provides the community’s current year versus the prior year’s expenses. A comparative scope serves the board with a historical view that may be pertinent for new board members or another tool to budget efficiently.

Filling the GAAP (Generally Accepted Accounting Principles) in your heart to reconcile these different areas within a financial can give board members a precise picture of highlighted trends. The work you put into it now will assist your CPA’s list of adjusting journal entries you will receive upon completion of the audit. So, close your books with an open heart!

Lorena Sterling, CAFM is the Controller at Community Association Financial Services (CAFS).

Lorena can be reached at lorena@ cafshoa.com

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Remodeling pools and Back yards since 1969 Qualit y work at a fair price

Lic #896061 C-53

75410 Gerald Ford Drive, Suite 102, Palm Desert, CA 92211

CAI-CV UPCOMING EVENTS – SCAN QR OR CLICK TO SIGN UP

FEBRUARY

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, February 7, 2023, 10:00 a.m.

WHERE: Via Zoom and In-Person, CAI-CV Classroom

TOPIC: Security - Keeping Our Communities Safe FREE RSVP:

SPONSORSHIPS:

MANAGER ON THE RUN (MOTR)

(For managers and assistants)

WHEN: Thursday, February 9, 2023, 8:30 AM

WHERE: Via Zoom

TOPIC: Maintenance Calendars & Coordinating With Providers

REGISTER:

SPONSORSHIPS AVAILABLE:

CAI’s Educated Business Partner Class (for business partners)

WHEN: Friday, February 10, 2023, 9:00 a.m.

WHERE: Via Zoom

REGISTER:

SPONSORSHIPS AVAILABLE:

CAI-CV’s City of Indio HOA Workshop (for HOA board members and residents in Indio)

WHEN: Saturday, February 11, 2023, 9:00 a.m.

WHERE: Sun City Shadow Hills

REGISTER:

SPONSORSHIPS AVAILABLE:

CAI-CV's FEBRUARY EDUCATIONAL BREAKFAST PROGRAM AND MINI TRADE SHOW (For all members)

VALENTINE'S DAY CELEBRATION!

WHEN: Friday, February 17, 2023, 8:30 a.m.

WHERE: Desert Willow Clubhouse

TOPIC: Love Your Valley: Economic Development Update

GUEST SPEAKER: Bob Wright, Associate Director, Riverside County Small Business Development Center (SBDC)

REGISTER:

SPONSORSHIPS AND TRADE SHOW BOOTHS AVAILABLE:

SIGN UP FOR LOCAL EVENTS AT CAI-CV.ORG

FOR CAI NATIONAL EVENTS AT CAIONLINE.ORG

TITANIUM

AMS Paving, Inc.

C. L. Sigler & Associates

Fiore Racobs & Powers, A PLC

MARCH

CAI’S CALIFORNIA STATEWIDE CID LAW COURSE

(For board members)

WHEN: Monday, Wednesday, and Friday, March 6, 8, and 10, 2023, 9:00 a.m.-11:45 a.m.

WHERE: Via Zoom

REGISTER:

SPONSORSHIPS: Call the CAI-CV Office

CAI-CV AND DCHC BOARD MEMBER WORKSHOP (BMW)

(For board members)

WHEN: Tuesday, March 7, 2023, 10:00 a.m.

WHERE: Via Zoom and In-Person, CAI-CV Classroom

TOPIC: Landscape Conversion

FREE RSVP:

SPONSORSHIPS:

CAI-CV’s Annual Meet the Management Companies (for all members)

WHEN: Friday, March 10, 2023, 5:30 p.m.

WHERE: Bellatrix at the Classic Club

FREE RSVP:

SPONSORSHIPS:

CAI-CV’s Educational Lunch Program & Mini Trade Show (for all members)

WHEN: Friday, March 24, 2023, 11:15 a.m.

WHERE: Sun City Palm Desert

REGISTER: SPONSORSHIPS:

CAI’s M-340 Large Scale Management Course (for managers)

WHEN: Thursday-Friday, March 23-24, 2023

WHERE: Sun City Palm Desert

REGISTER:

SPONSORSHIPS:

2023 Marketing Plan

WATCH FOR THE CAI-CV MONDAY UPDATE WITH ALL EVENTS AND PROGRAMS

CORPORATE SPONSORS

GOLD CIT Bank

EmpireWorks Reconstruction and Painting

SILVER

Accurate Termite & Pest Control

Alan Smith Pools

Behr Paint Company

BRONZE

Brightview

Broadband

Gardner Outdoor and Pool Remodeling

Vantage Point Construction, Inc.

PLATINUM

Associa Desert Resort Management

Prendiville Insurance Agency

Epsten, APC

Flood Response

Sunshine Landscape

Tinnelly Law Group

Western Pacific Roofing

Cooper Coatings Inc.

Delphi Law Group, LLP

Dunn-Edwards Corporation

Ivan's Painting & Maintenance

Nissho of California, Inc.

SCT

Vintage Landscape

FirstService

LaBarre/Oksnee

PatioShoppers, Inc.

Inc.

Sun King Electric