2024 cacm Northern California law seminar & expo
t n e v E Guide February 7 - 9, 2024 Oakland Marriott City Center Hotel & Convention Center
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cacm.org | 2024 CACM Northern California Law Seminar
F O E TABL ENTS CONT 4
Conference Schedule
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Keynote Address Speaker 12 Concurrent Sessions
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Construction Defect & HOAs | Junior Ballroom EVs and Solar: Here to Stay | Grand Ballroom ABC Do You Know the Matrix? | Grand Ballroom DE The Impact of New Reserve Study Standards | Grand Ballroom FGH Alternatives During an Insurance Crisis | Junior Ballroom Steering Clear of Fair Housing Trouble | Grand Ballroom ABC It’s Our Policy | Grand Ballroom DE Association Elections Explained | Grand Ballroom FGH Mastering Time Management | Junior Ballroom Manager Roundtable: The Misadventures of Seasoned Managers | Grand Ballroom ABC
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To Share or Not to Share – That is the Question | Grand Ballroom DE Manager Roundtable for Rookies | Grand Ballroom FGH
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New Case Law | Grand Ballroom
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Vision Award Nominees
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Thank You Sponsors
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Getting Around the Oakland Marriott City Center Hotel & Convention Center
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Exhibitor Listing, Information and Expo Hall Map
cacm.org | 2024 CACM Northern California Law Seminar
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SCHEDULE WEDNESDAY, FEBRUARY 7, 2024 12:30 PM – 4:30 PM PRE-SEMINAR ETHICS COURSES (Optional, On-site)
LDR500 Advanced Ethics: Leadership & Decision Making (Prerequisite applies)
Junior Ballroom 1-2
LDR550 Ethics Mastery Course (Prerequisite applies) Two Classes: OCC 210/211 and Junior Ballroom 3-4
THURSDAY, FEBRUARY 8, 2024 7:30 AM – 8:30 AM REGISTRATION Main Lobby 7:30 AM – 8:30 AM BREAKFAST East Hall 8:30 AM – 8:45 AM CEO WELCOME & CACM ANNUAL MEETING East Hall 8:45 AM – 9:30 AM KEYNOTE PRESENTATION East Hall 9:30 AM – 10:15 AM VISION AWARDS PROGRAM East Hall 10:30 AM – 11:45 AM CONCURRENT SESSIONS
Construction Defect & HOAs Junior Ballroom EVs and Solar: Here to Stay Grand Ballroom ABC Do You Know the Matrix? Grand Ballroom DE The Impact of New Reserve Study Standards Grand Ballroom FGH 11:45 AM – 12:45 PM LUNCH BREAK East Hall 12:45 PM – 3:00 PM EXPO HALL OPEN West Hall 3:15 PM – 4:30 PM CONCURRENT SESSIONS
Alternatives During an Insurance Crisis Junior Ballroom Steering Clear of Fair Housing Trouble Grand Ballroom ABC It’s Our Policy Grand Ballroom DE Association Elections Explained Grand Ballroom FGH 3:30 PM – 4:30 PM INDUSTRY PARTNER APPRECIATION Atrium 4:30 PM – 6:30 PM WELCOME RECEPTION Atrium
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cacm.org | 2024 CACM Northern California Law Seminar
FRIDAY, FEBRUARY 9, 2024 7:30 AM – 8:30 AM BREAKFAST East Hall 8:30 AM – 9:15 AM CCAM & CCIP OATH CEREMONY RECOGNITION East Hall 9:15 AM – 10:15 AM CONCURRENT SESSIONS
Mastering Time Management Junior Ballroom Manager Roundtable – The Misadventures of Seasoned Managers Grand Ballroom ABC
To Share or Not to Share – That is the Questions Grand Ballroom DE Manager Roundtable for Rookies Grand Ballroom FGH 10:15 AM – 12:15 PM EXPO HALL OPEN West Hall 12:15 PM – 1:15 PM LUNCH BREAK East Hall 1:15 PM – 2:30 PM NEW CASE LAW Grand Ballroom
MANAGERS:
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
cacm.org | 2024 CACM Northern California Law Seminar
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Adam Markel
KEYNOTE A DDRESS
SPONSORED BY
ADAM MARKEL SPEAKER, AUTHOR, BUSINESS MENTOR
CHANGE PROOF Leveraging the Power of Uncertainty to Build Long-Term Resilience
Unprecedented, chaotic, overwhelming, exhausting. These are the words most frequently used today to describe our personal and professional lives. Let’s face it though, this is not the first time - nor will it be the last - that we will be challenged on a mental, emotional, physical, and yes, even a spiritual level. When we’re not at our best in these areas, we just don’t perform well, leaving creativity, flexibility and innovation on the table. The impact? Our key performance indicators suffer, including revenue and profitability. Today’s imperative is for our organizations to cultivate our ability to become Change-Proof: having the ability to not just to ride the waves of change - but to shred them and stay on top for the long ride! Resilience is the foundation, both individually and organizationally, for maintaining performance. Research shows that when we develop, practice, and invest in the skills of resilience, the results are improved health, more energy, passion and engagement, lower turnover and greater team innovation and performance. In this high-energy interactive talk, Adam teaches tangible, impactful strategies and practices to improve our levels of resilience and our capacity to leverage the stress of uncertainty and change to build long-term growth.
Adam Markel, bestselling author, keynote speaker and resilience researcher, guides individuals and organizations to tap the power of resilience to master the challenges of constant change. With 18 years as a trial attorney building a multimillion-dollar enterprise and 10 years as the CEO of a leading personal development and business training company, Adam has much to share about resilience, culture and change. Yet, some of his most enduring lessons came from his years as an ocean first responder - a life and death environment where Adam learned the importance of cultivating high performance capacity and impeccable teamwork. In his latest bestselling book, Change Proof, Adam shows how those principles of resilience are equally relevant today for any business that wants to move beyond managing change to actively embracing it and using times of uncertainty, crisis, and chaos to create opportunities and stimulate individual and team growth. Adam is currently the CEO of the More Love Media Group, a TEDx speaker and influencer, and host of The Change Proof Podcast, facilitating insightful discussions with business leaders and social innovators and sharing strategies to fully embrace an uncertain world and build Change Proof organizations. Adam is continuously inspired by his wife of more than 30 years and their 4 amazing children.
WWW.ADAMMARKEL.COM cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
Construction Defect & HOAs
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SPONSORED BY
Thursday 10:30 AM – 11:45 AM | Junior Ballroom (Session geared toward managers of all experience levels)
Construction defect litigation does not mean that sales and refinancing must come to a halt within an HOA. Learn about and gain understanding of the construction defect process. Panelists will go into detail on CD claims and how they’re handled and communicated to existing homeowners and new buyers. Examples of CD claims in different types of developments will be provided.
Rachel Miller, Esq. The Miller Law Firm Rachel Miller has proudly practiced law with The Miller Law Firm for over 25 years with the primary and unique role of Senior Partner with a focus on client connection and providing immediate contact and communication to current and prospective clients, board members, and community association managers.
Joe Seltzer, Esq. Riley Pasek Canty LLP Joe Seltzer is a partner with Riley Pasek Canty LLP, who works with community association managers and boards of directors to investigate and pursue claims for common area construction defects. He also assists community associations with SB 326 requirements and compliance.
Sergei Bokov, CCAM-PM.HR.LS Sergei Bokov has worked in the real estate and property management industry for 22 years, including over six years in HOA management where he has gained tremendous insight and deep understanding of the challenges facing HOA managers. He has experience managing large associations, special CID projects, BMR, high rise, luxury condominium projects and mixed-use properties.
cacm.org | 2024 CACM Northern California Law Seminar
EVs and Solar: Here to Stay
SPONSORED BY
Thursday 10:30 AM – 11:45 AM | Grand Ballroom ABC (Session is geared toward managers of all experience levels)
Hear about the latest trends in electric vehicle stations and solar panels and what the guidelines are for their use across all types of common interest developments including condominiums, high rises, townhomes, single family homes and other property types. This session will cover architectural guidelines and approvals, time frames for accommodation and consequences if an association delays or does not implement these new energy efficient options due to infrastructure challenges.
Cyrus Koochek, Esq. SwedelsonGottlieb Cyrus Koochek is a Partner with SwedelsonGottlieb who provides assistance to community associations in all areas of corporate counsel and transactional work. He oversees SwedelsonGottlieb’s Amend! Program, which covers the amendment and restatement of governing documents for associations.
Colin G. McCarthy, Esq. Angius & Terry LLP Colin G. McCarthy is a partner with Angius & Terry LLP and represents community associations in general corporate counsel matters, civil litigation, and construction defect claims. Prior to Angius & Terry, he was a partner with Casey Law Group and Robinson & Wood, Inc., practicing business, personal injury defense, governmental entity, and insurance coverage litigation, representing businesses, insurance companies, and local municipalities.
MANAGERS:
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
Laurie Harris, CAMEx, CCAM CiD Consortium LLC, ACMC Laurie Harris has been with CIDC for 18 years and is the Director of Management Services. She is also on the leadership team for CID Consortium. She helps guide managers to best practices, and makes sure they receive all the education necessary to best perform their job.
cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
Do You Know the Matrix?
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SPONSORED BY
Thursday 10:30 AM – 11:45 AM | Grand Ballroom DE (Session is geared toward managers of all experience levels)
We’re not talking about Neo and a dystopian future where machines rule, but rather the very real issues of repairs and maintenance at single or multi-family homes. Come to this session to learn about the Maintenance Matrix. What is it? Who creates it? And what are its benefits? You will walk away with a new understanding of this key document and its place in the hierarchy of governing documents. A sample Matrix will be provided.
Amy Tinetti, Esq. Hughes Gill Cochrane Tinetti, PC Since 2004, Amy Tinetti has represented homeowner associations in all aspects of their corporate operations. She joined the firm in 2007 and the name changed to Hughes Gill Cochrane Tinetti, PC in 2017 when she became a shareholder.
Maria Kao, Esq. Briscoe Ivester & Bazel LLP Maria Kao serves as litigation and transactional counsel to community associations and has been serving them since 2009. With a litigation background, her advice often comes with experience-based risk analysis. She has represented community associations of all sizes and has dealt with a broad spectrum of related real estate and land use issues.
Al Cui, CAMEx, CCAM-HR.ND Pacific Park Plaza HOA Al Cui started in the industry as a portfolio manager, and he was quickly promoted and became an anchor in the office. His experience spans from small associations to large HOAs with single family homes and planned unit developments. He currently manages a 30-story building with 583 residential units and two commercial units with a staff of 27 that includes maintenance, housekeeping, security and administration.
cacm.org | 2024 CACM Northern California Law Seminar
The Impact of New Reserve Study Standards Thursday, 10:30 AM – 11:45 AM
SPONSORED BY
| Grand Ballroom FGH
(Session is geared toward managers of all experience levels)
Understand what has changed with the 2023 Reserve Study Standards and how it will likely affect California CIDs and reserve study funding. This session will cover potential implications for associations with structural components, cost of working with experts and inclusion of natural disasters. Panelists will discuss best practices for community managers in inspections of common areas and components, how to integrate information from the reserve study into maintenance programs, when to work with experts, how to select a reserve study analyst, and how to communicate the information from the reserve study to the boards.
MANAGERS:
Zer Iyer, Esq. Hughes Gill Cochrane Tinetti, PC Zer Iyer is a Principal at Hughes Gill Cochrane Tinetti, PC. She has more than 15 years of experience in the homeowner association industry, serving as corporate counsel to hundreds of community associations throughout the Bay Area. She provides advice to clients on transactional matters, and she is a skilled and highly effective litigator.
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
Robert Browning Browning Reserve Group Robert Browning is the owner of the Browning Reserve Group, LLC. With offices in Sacramento and Las Vegas, the Browning Reserve Group (BRG) performs reserve studies for common interest communities, and other non-profit entities in the U.S. and Mexico.
Skyler Jewell, CAMEx, CCAM Heritage Ranch Owners Association Skyler Jewell got his start in the industry in 2009 as an Administrative Assistant in southern Nevada. He has managed associations in four states ranging from a 19unit gated community to a 7,400-plus unit active adult community. His experience includes working with new developing communities and communities over half a century old.
cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
Alternatives During an Insurance Crisis
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SPONSORED BY
Thursday, 3:15 PM – 4:30 PM | Junior Ballroom (Session is geared toward managers of all experience levels)
Governing documents require associations to obtain adequate insurance coverage to protect the investment of their members. However, recently, coverage access and cost have posed unforeseen challenges for many communities, forcing them to find alternate solutions. This session will cover the reasons for premium increases, options for non-renewals, alternate coverage and how to pay for the skyrocketing cost of insurance. Panelists will discuss non-admitted carriers, excess and surplus lines, and umbrella coverage.
Charlotte Allen Socher Insurance Agency Charlotte Allen first walked through the doors of Socher Insurance in 2005. She works collaboratively with its agents to highlight Socher’s service, knowledge and dedication. Her commitment remains focused on educating common interest developments and their community leaders in some of the most prevalent issues faced today.
Kumar Raja, Esq. Beaumont Tashjian Kumar Raja is a senior associate at Beaumont Tashjian where he primarily handles the firm’s litigation and enforcement matters. He also provides general counsel services for the firm's diverse community association clientele on a wide array of subjects, including risk management and corporate governance.
Joseph Price, CAMEx, CCAM Powerstone Property Management, ACMC Joseph Price has worked in the community association industry for 19 years and is a highly regarded veteran in the field. He has extensive experience in the areas of client retention and has developed numerous programs designed to help HOAs become the very best of themselves.
cacm.org | 2024 CACM Northern California Law Seminar
Steering Clear of Fair Housing Trouble Thursday, 3:15 PM – 4:30 PM
SPONSORED BY
| Grand Ballroom ABC
(Session is geared toward managers of all experience levels)
In this session panelists will go over common Fair Housing challenges that managers and boards are facing today, the new claims that are surfacing and how to draft policies to address issues. You will walk away with a clear understanding of how the Fair Housing Act regulates homeowners’ associations and red flags to look for to avoid a claim. Compliance, protected classes, and claim process timelines will also be covered.
Colleen Montoya, CCAM Bay Area Property Services Colleen Montoya began her career in the community management industry and obtained her certification from CACM early in her career. She has managed all types of communities including condominiums, townhomes, single-family residences, mid-rise, commercial and mixed-use developments during her 13 years in property management.
MANAGERS:
John Gill, Esq. Hughes Gill Cochrane Tinetti, PC John Gill is a founding principal of Hughes Gill Cochrane Tinetti, PC. He is a construction defect specialist with deep homeowner association general representation roots, having represented HOAs and property owners in construction defect claims, business litigation, and general transactional and corporate matters since 1992.
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
John D. Hansen, Esq. Baydaline & Jacobsen LLP John Hansen is a Partner at Baydaline & Jacobsen and assists community associations and their boards of directors in the management of their common interest development subdivisions. He aids in operational and general corporate matters, including the interpretation and enforcement of the restrictive covenants. He also assists community associations in litigation.
cacm.org | 2024 CACM Northern California Law Seminar
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SPONSORED BY
CONCURRENT SESSIONS & Speakers
It's Our Policy
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Thursday, 3:15 PM – 4:30 PM
| Grand Ballroom DE
(Session is geared toward managers of all experience levels)
Sometimes it makes sense for a board to adopt a policy rather than to add or make changes to governing documents. When should a community implement a policy and how does it best support association governance? You will walk away knowing how and when to implement a policy, if legal counsel should be involved in enforcement and the common types of policies.
Lance Stewart, Esq. Angius & Terry LLP Lance Stewart is a Partner with Angius & Terry LLP, exclusively representing homeowners associations throughout California as their general corporate counsel. He joined Angius & Terry in 2016, but has been in the legal field since 2001, and a licensed attorney since 2009.
Ellen Schuster, Esq. Hughes Gill Cochrane Tinetti, PC Ellen Schuster represents homeowner associations and other common interest developments in all aspects of their corporate operations. Prior to beginning CID representation, she spent several years as an academic advisor and adjunct professor at the University of San Francisco School of Law.
Kate Drobny, CCAM Action Property Management Kate Drobny is a seasoned property management professional with over 19 years of experience managing luxury high-rise, new developments, and master-planned communities in Chicago and San Francisco. As General Manager of The Residences at Yerba Buena Island with Action Property Management, she oversees operations for a unique master-planned island community in the middle of the San Francisco Bay.
cacm.org | 2024 CACM Northern California Law Seminar
Association Elections Explained
SPONSORED BY
Thursday, 3:15 PM – 4:30 PM | Grand Ballroom FGH (Session is geared toward managers of all experience levels)
Keeping track of deadlines for acclamation and regular elections can wear you down. This session will provide community managers with the information to meet all statutory deadlines for all association elections. It will also cover the benefits of hiring an inspector of elections, how to plan for the cost involved and how to stay on track with varying timelines.
MANAGERS:
Alex Noland, Esq. Noland Law PC Alex Noland provides legal services to associations managing residential, mixed-use, and commercial and industrial common interest developments throughout California. His practice includes counseling associations on corporate governance, fiduciary duties, and compliance with statutory and regulatory requirements.
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
Tom Chaffee, Esq. O’Toole Rogers, LLP Tom Chaffee is a Partner at O’Toole Rogers, LLP. He is a seasoned corporate counsel, litigator and transactional attorney focusing on common interest developments for over two decades. He also brings real world practical experience to bear serving his clients. He has served on two HOA boards himself including as the president of a 299-unit association.
Valerie Lee, CCAM Habitat for Humanity Greater San Francisco Valerie Lee is the community associations manager with Habitat for Humanity Greater San Francisco, where she focuses on setting up new HOAs, supporting existing HOAs and providing industry education to Habitat HOAs in Marin, San Francisco and San Mateo Counties. She also advises HOA property management companies working with Habitat HOAs.
cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
Mastering Time Management
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Friday, 9:15 AM – 10:15 AM
SPONSORED BY
| Junior Ballroom
(Session is geared toward managers of all experience levels)
Every community manager has that “needy” association that requires more time than their contract specifies. Gain new tools for effective time management in this session. Learn how to effectively communicate with the board, how to stay on track of pending and upcoming actions and when to turn to supervisors and leadership for help.
Stephen Brindle, Esq. SwedelsonGottlieb Stephen Brindle represents and provides corporate counsel to community associations on a wide range of matters, including covenant and rule enforcement, architectural rules, disability and fair housing, common area maintenance, elections, assessments, insurance, amendment and restatement of governing documents, contract review and drafting, and board and manager education.
Megan Hall, Esq. Adams | Stirling PLC Megan Hall has extensive experience litigating. She serves as corporate and litigation counsel to boards of directors of common interest developments throughout California. She counsels on managing conflict, director duties and responsibilities, meetings, elections and corporate governance, as well as compliance with the Davis-Stirling Act, document interpretation and enforcement.
Kathleen Harrigan, CCAM Bay Area Property Services Kathleen Harrigan has over 25 years in the industry. She began her career as an on-site manager for over 5,600 single-family homes in the San Lorenzo Village. In recent years she has worked as a portfolio manager for both new and existing developments.
cacm.org | 2024 CACM Northern California Law Seminar
Manager Roundtable –
SPONSORED BY
The Misadventures of Seasoned Managers Friday, 9:15 AM – 10:15 AM
| Grand Ballroom ABC
(Session is geared toward experienced managers)
As the theme of our Law Seminar suggests community management is a “grand adventure.” And as the adage goes, “it never gets easier, you just get better.” Just when you think you have seen it all, you may find yourself in a novel situation, or something may come along to challenge the status quo. This managers’ roundtable will give seasoned managers the opportunity to ask questions, share ideas and problems with others to collectively brainstorm solutions and encourage shared success.
Brian Moreno, Esq. Brian D. Moreno Law Brian Moreno is an experienced litigator, community association attorney, and real estate professional having practiced in all areas since 2003. He represents and provides legal counsel to both boards and managing agents for California condominium and planned developments, among others.
MANAGERS:
Sonja Bachus, CCAM Sonja Bachus has been an association manager for 18 years, specializing in new development management and financial services for small associations. In 2017, she was tasked with coming up with a better way to provide instant document access for escrow processing and founded Bimini, whose mission is to create simple solutions for association management challenges.
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
Becky Jolly, CCAM OMNI Community Management, ACMC Becky Jolly began in the community association industry in 2001, working part-time directly for a homeowner’s association. In the early 2000s, she was hired at a management company and through hard work and dedication, she was promoted into a community manager role.
cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
To Share or Not to Share – That is the Question
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Friday, 9:15 AM – 10:15 AM
SPONSORED BY
| Grand Ballroom DE
(Session is geared toward managers of all experience levels)
Learn about the different notices, documents, and disclosure requirements per Civil Code. This session will cover best practices for association communications including what documents can and cannot be shared, processing owner requests, requirements for opting in or out of communications, as well as good avenues for sharing information with homeowners.
Melissa Bauman Ward, Esq. Adams | Stirling PLC Melissa Bauman Ward serves as corporate counsel to common interest development associations across California, including master planned communities, condominium projects, senior communities, mixed-use projects, high rise developments, and co-ops.
Alex Sohal, Esq. McGuire Schubert Sohal Alex Sohal is founder and partner of McGuire Schubert Sohal LLP. He serves as general counsel to common interest developments throughout California. He has experience working with stock cooperatives, large condominium projects and planned developments, commercial associations, and high-rise developments. He counsels boards on compliance matters, handles contract review, amends and restates governing documents, and provides legal opinions on general liability issues.
Christina French, CAMEx, CCAM-LS.HR.AA, CAFM Moraga Country Club HOA Christina French is the Homeowners Association Manager for Moraga Country Club Homeowners Association, a large-scale community with 521 homes. She has worked at Moraga Country Club for 18 years. She was elected to the CACM Board of Directors in 2021 and has served on its Law Seminar Advisory Committee. She has a passion for the industry and has a focus in mentoring and leading new managers.
cacm.org | 2024 CACM Northern California Law Seminar
Manager Roundtable for Rookies Friday, 9:15 AM – 10:15 AM
SPONSORED BY
| Grand Ballroom FGH
(Session is geared toward new managers)
You are new to the HOA industry and have been managing for less than five years. You are tired, maybe frustrated and overwhelmed. You are wondering how community managers who have been in the industry 10-plus have stayed in this career. You belong in this session! Hear tips and ideas on handling the workload, work/life balance, gaining confidence, where to find information, resources and training, and the importance of self-care. Walk away with a renewed mindset. You can do this!
Robert DeNichilo, Esq. Nordberg | DeNichilo LLP
MANAGERS:
Robert M. DeNichilo is Managing Partner at Nordberg|DeNichilo, LLP. He has over 25 years of legal experience and focuses his practice on the representation of community associations throughout California. He began his career representing insurance carriers, providing them with insurance coverage advice and defending them in bad faith lawsuits.
John Baumgardner, Esq. Chapman & Intrieri LLP John Baumgardner is the primary attorney in Chapman & Intrieri, LLP's Roseville, California office and has been with the firm since 2014. His practice focuses on representing homeowners associations in general counsel matters, construction defect disputes, general civil litigation, and revision of governing documents.
Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.
Kimberley Flickner, CAMEx, CCAM-PM.LS.ND.AA.CI.LM Kimberley Flickner has managed an extensive portfolio including attached and detached condominiums, midrise condominiums, townhomes, commercial units, single family homes and associations that contain a mixed use of multiple products with varying budgets.
cacm.org | 2024 CACM Northern California Law Seminar
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CONCURRENT SESSIONS & Speakers
New Case Law and New Legislation
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Friday, 1:15 PM – 2:30 PM
SPONSORED BY
| Grand Ballroom
(Session is geared toward managers of all experience levels)
Hear the latest on new laws and cases that impact our industry and the communities we manage and how to implement the changes.
Jennifer Jacobsen, Esq. Baydaline & Jacobsen Jennifer Jacobsen and her team serve as general corporate counsel to over 900 community associations. She assists boards of directors with day-to-day operations that include providing orientation and training, enforcing and revising governing documents, and transitioning from developer to member control.
Sandra L. Gottlieb, Esq. SwedelsonGottlieb Sandra Gottlieb is one of California’s leading community association attorneys and a founding partner of SwedelsonGottlieb, which limits its practice to the representation of California homeowner associations, including condominiums, planned developments, and cooperatives. She has been practicing law for over 40 years.
Jennifer Wada, Esq. Wada Government Relations Jennifer Wada is an attorney, legislative advocate and principal of Wada Government Relations LLC. She has been lobbying for the community management industry for over 17 years and has successfully lobbied some of the most controversial pieces of legislation impacting common interest developments in California.
Garret Satfield, CCAM-ND The Management Trust – Northern CA, ACMC Garret Satfield is Senior Community Association Manager with The Management Trust. He has worked in the industry for more than 10 years in many capacities including portfolio management, commercial association management, onsite management and in leadership.
cacm.org | 2024 CACM Northern California Law Seminar
cacm.org | 2024 CACM Northern California Law Seminar
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MANAGEMENT NOMINEES RISING STAR Angela Barry Associa Northern California Cheryl Bessey Associa Northern California Maylina Estrada, CCAM The Helsing Group, Inc. ACMC
Congratulations to the 2024 Vision Award Nominees in Northern California.
Adelita Gomez Bay Area Property Services Scott Hunter, CCAM The Hignell Companies Nia Landeros Homeowners Management Co., LLC
INNOVATOR Bonnie Brose, CCAM Dawn Emerson, CCAM Boardwalk Investment Group, Inc. Melissa Hajostek, CAMEx, CCAM-PM.LS.ND Foundation Community Management, Inc. Ronni Schenk Associa Northern California
LEADERSHIP Ryan Bantz, CCAM Homeowner Association Services
Kira McCoy Associa Northern California
Christina French, CAMEx, CCAM-LS.HR.AA. CAFM Moraga Country Club Homeowner’s Association
Amanda Meng, CCAM Community of Harbor Bay Isle OA
Maria Hernandez, CCAM-PM Tailored Management Solutions
Patrick Ryan, CCAM Associa Northern California
Andrea Pulizzi, CCAM Homeowners Management Co., LLC
Jennifer Scantlen, CCAM Community One Property Management Stephanie Sena, CCAM Moraga Country Club Homeowner’s Association
Jessica Sewell, CCAM Associa Northern California Kenneth Stearns, CCAM Community One Property Management Deanna Themoleas, CCAM The Management Trust – Northern CA, ACMC
EDUCATIONAL EXCELLENCE Associa Northern California Alison Macias Associa Northern California Lisa Triplett, CAMEx, CCAM Bay Area Property Services
COMPANY CULTURE Associa Northern California Marta Weisler, CCAM Associa Northern California
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INDUSTRY PARTNER NOMINEES RISING STAR
COMPANY CULTURE
Daisy Ortiz, IQV Construction & Roofing
California Builder Services
John Rivera, Reconstruction Experts
Gordian Business Solutions
INNOVATOR Dan Fernandez, TARC Construction
IQV Construction & Roofing CAM Construction & Painting
Jackie Ishimaru-Gachina, Gachina Landscape Management Mandi Newton, Varsity Painting
LEADERSHIP Daisy Ortiz, IQV Construction & Roofing John Rivera, Reconstruction Experts Robert Simpson, TownSQ Megan Wright, Saarman Construction
EDUCATIONAL EXCELLENCE California Builder Services Hughes Gill Cochrane Tinetti
cacm.org | 2024 CACM Northern California Law Seminar | 23
OUR SPONSORS
Thank You! To Our Generous Northern California Law Seminar Sponsors Conference Bag Sponsor BEN’S ROOFING, INC. bensroofing.com
Water Station Sponsor SIGNATURE SERVICES signatureservices.us
Education Session Sponsors cont. SWEDELSONGOTTLIEB lawforhoas.com
Conference Lanyard Sponsor HERITAGE BANK OF COMMERCE heritagebankofcommerce.bank
Welcome Reception Bar Sponsors ABC BUILDERS GROUP abcbuildersgroup.com
WESTLAKE ROYAL BUILDING PRODUCTS SIDING AND TRIM SOLUTIONS westlakeroyalbuildingproducts.com
Keynote Sponsor CM SQUARED, INC. gocm2.com Event Photographer Sponsor R & L PLUMBING, INC. rlplumbingsanfrancisco.com Name Badge Sponsor HUGHES GILL COCHRANE TINETTI, PC hughes-gill.com Vision Award Sponsor RECON 360, LLP recon-360.com Exhibit Hall WiFi Sponsor PRO ELECTIONS, LLC pro-ei.com Registration Sponsor BTC BOB TEDRICK CONSTRUCTION, INC. btcquality.com Security Sponsors ASSOCIATION RESERVES-SF reservestudy.com SPS CONDOMINIUM REMODELING CONTRACTOR sps.solutions New Case Law Sponsor CAPITAL CS GROUP capitalcsgroup.com Breakfast Sponsors AWT CONSTRUCTION GROUP, INC. awtconstructioninc.com LEADING EDGE CONSTRUCTION SERVICES, INC. l-edge.net
Ethics Course Sponsor AXIS CONSTRUCTION axisconstruction.com
CALVAC PAVING, INC. calvacpaving.com DANMEIER WALDORF ARCHITECTS danmeierarchitects.com IQV CONSTRUCTION & ROOFING iqvinc.com JOB MASTERS CONSTRUCTION INC. jobmastersinc.com O’TOOLE ROGERS, LLP otoolerogers.com SAVATREE savatree.com Welcome Reception Entertainment Sponsor LARA ACCOUNTANCY GROUP, INC. lara-cpa.com Education Session Sponsors ALLIED TRUSTEE SERVICES alliedtrustee.com AVELAR avelar.net BEHR PAINT behr.com CASILLAS CLARK PEREZ (CCP) PAINTING, INC. ccp-painting.com GIULIANI CONSTRUCTION & RESTORATION, INC. giulianiconstruction.com IQV CONSTRUCTION & ROOFING iqvinc.com LIBERTY HOA ELECTION SERVICES, LLC hoaelection.com
THE MILLER LAW FIRM constructiondefects.com RIVER CITY RECONSTRUCTION & PAINTING rcrsacramento.com
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cacm.org | 2024 CACM Northern California Law Seminar
Coffee & Refreshment Break Sponsors DLC CONSTRUCTION MANAGEMENT dlccm.com JPA LANDSCAPE & CONSTRUCTION, INC. jpalandscape.com Luncheon Sponsors BELLWETHER ELECTION SOLUTIONS bellwetherelectionsolution.com CALIFORNIA SUB-METERS calsubmeter.com DKI SERVICES dkiservices.com JAMES HARDIE BUILDING PRODUCTS jameshardie.com LIFE SPECIALTY COATINGS (MFR. OF LIFE DECKSPECIALTY COATINGS) lifespecialtycoatings.com MCGUIRE SCHUBERT SOHAL LLP ms2.law PACIFIC WESTERN BANK pacwest.com Dessert Sponsors ENTERPRISE BANK & TRUST enterprisebank.com WHIT’S PAINTING, INC. whitspaintinginc.com
“Regiception” Sponsor ALLIANCE ENVIRONMENTAL GROUP, LLC alliance-enviro.com Law Seminar Education Scholarship Fund ADAMS | STIRLING, PLC adamsstirling.com CID INSURANCE PROGRAMS, INC. cidprograms.com UNLIMITED PROPERTY SERVICES, INC. upsionline.com
GETTING AROUND 1ST FLOOR
2ND FLOOR
cacm.org | 2024 CACM Northern California Law Seminar
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EXHIBITORS
BOOTH
COMPANY
BOOTH
COMPANY
219
1-Hour Drain 1hourdrain.com
212
Alliance Association Bank allianceassociationbank.com
224
1-Hour HVAC 1hourdrain.com
625
Allied Trustee Services alliedtrustee.com
518, 520
A Plus Tree, LLC aplustree.com
718
ALP Construction and Painting Inc. alpconstructionca.com
327
A.C. Enterprises General Contractor constructionbyace.com
631
American Asphalt Repair & Resurfacing Co., Inc. americanasphalt.com
324
A.S.A.P. Collection Services asapcollect.com
223
Angius & Terry LLP angius-terry.com
306
AAA Roofing and Waterproofing, LLC. aaarfg.com
514
AquaTek Plumbing, Inc. aquatek-plumbing.com
310
Action Asphalt Paving & Maintenance, Inc. actionasphalt.com
603
Arbor MD Tree Care, Inc. arbormd.com
614
Adams l Stirling, PLC adamsstirling.com
218
Association Maintenance Services, Inc. (AMS) amsforservice.com
330
Advance Construction Technology, Inc. (ACT) actconstruction.net
312
Association Services Network asn4hoa.com
627
Advanced Restoration advancedrestor.com
704
Asyst Data Group, Inc. myasyst.com
26
cacm.org | 2024 CACM Northern California Law Seminar
BOOTH
226 400 321 424 407 100, 102 527 610 402 510 501, 503 314 511 629 114 523 622 228 112 420 619 506 414 624 626 311 118 403
COMPANY
Avelar avelar.net AWT Construction Group, Inc. awtconstructioninc.com AXELA Technologies, Inc. axela-tech.com Axis Construction axisconstruction.com Barcode Automation, Inc. barcode-automation.com Ben's Roofing, Inc. bensroofing.com Berding | Weil LLP berding-weil.com Berg Insurance Agency berginsurance.com Bergeman Group Construction Management bergemangroup.com Bimini Corp biminicorp.com Black Diamond Paving & Concrete, Inc. blackdiamondpaving.com Black Diamond Roofing, Inc. blackdiamondroofs.com Blackstone Construction Services, Inc. (BCS) bcsincsolutions.com Blue Streak Lighting & Electric bluestreaklighting.com BluSky Restoration Contractors goblusky.com Brown & Brown bbrown.com Browning Reserve Group browningrg.com BTC Bob Tedrick Construction, Inc. btcquality.com C & A Painting candapainting.com C.L. Sigler & Associates, Inc. siglercm.com Cagwin & Dorward Landscape Contractors cagwin.com California Balcony Inspections, LLC californiabalconyinspections.com California Sub-Meters calsubmeter.com California Valley Roofing, Inc. cavalleyroofinginc.com CalPro Construction & Painting thinkcalpro.com CAM Construction & Painting camconandpainting.com Capital CS Group Offering HOA Invest capitalcsgroup.com/association Casillas Clark Perez (CCP) Painting, Inc. ccp-painting.com
BOOTH
COMPANY
606 Chapman & Intrieri, LLP cnilawfirm.com 208 CINC Capital, LLC cinccapital.com 210 CINC Systems cincsystems.com 531 Citadel Roofing & Solar citadelrs.com 211, 213, 215 CM Squared, Inc. gocm2.com 529 CMA Consulting cmaconsulting.com 613 Columbia HOA Banking columbiabank.com 522 Construction Services, Inc. csibayarea.com 423 Danmeier Waldorf Architects danmeierarchitects.com 525 Del Conte's Landscaping, Inc. dclandscaping.com 307, 309 DLC Construction Management dlccm.com 325 Dunn-Edwards Paints dunnedwards.com 116 Duro-Last Roofing duro-last.com 605 East West Building Works ewbw.org/ 419 Ekim Painting North, Inc. ekimpainting.com 509 Elevate Construction LLC elevatecdc.com 204 EmpireWorks Reconstruction empireworks.com 524 Enterprise Bank & Trust enterprisebank.com 508 Enumerate goenumerate.com 315 Fenton Grant Kaneda & Litt, LLP fentongrant.com 411 First Citizens Bank firstcitizens.com 601 First Onsite Property Restoration firstonsite.com 507 flexGROUND Surfaces, Inc. flexground.com 308 Focused Inspection Group (FIG) focusedinspections.com 328 Forticon, Inc. forticon.com 401 Gachina Landscape Management gachina.com 205 GAF gaf.com/en-us 221 Gallaher Company gallaherco.com
cacm.org | 2024 CACM Northern California Law Seminar
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EXHIBITORS BOOTH
COMPANY
700, 702 GB Group Construction & Painting gbgroupinc.com 408 Giuliani Construction & Restoration, Inc. giulianiconstruction.com 104 Gordian Business Solutions gordianstaffing.com 618 GP Landscape gplandscape.com 200, 202 Heritage Bank of Commerce heritagebankofcommerce.bank 500 HireSmart Virtual Employees hiresmartvirtualemployees.com 609 HOA Mailers hoamailers.com 222 Hot Shot Restoration hotshotrestoration.com 318, 320 Hughes Gill Cochrane Tinetti, PC hughes-gill.com 415 Illumination Management Services (IMS) illuminationmanagement.com 303, 305 IQV Construction & Roofing iqvinc.com 110 J.J. Commercial Water Heaters jjishot.com 230 JK Electrical Services, Inc. jkelectricalservices.com 421 JLM Painting, Inc. jlmpaintingco.com 120 JPA Landscape & Construction, Inc. jpalandscape.com 412 Kasdan Turner Thomson Booth LLP kasdancdlaw.com 406 Kevin Hennessy Insurance Services farmersagent.com/khennessy 615 Leading Edge Construction Services, Inc. l-edge.net 108 Levy, Erlanger & Company LLP, CPAs hoa-cpa.com 521 Liberty HOA Election Services, LLC hoaelection.com 428, 430 MB Jessee Painting, Inc. mbjessee.com 413 Medallion Landscape Management Inc. mlmi.com 526 MeterNet Sub-metering Services meternetusa.com 410 MindMe Technology, Inc. mindmetechnology.com 429 Monarch Landscape Companies monarchlandscape.com 405 Northern California Recreation norcalrec.com 304 Pacific Premier Bank Community Association Banking ppbi.com/HOA
28
BOOTH
326 203 720 206 502 431 608 427 300, 302 621 331 706 422 519 512 623 323 616 409 313 322 319 611 214 329 220 207
COMPANY
Pacific Surfacing, Inc. pacificsurfacing.com Pacific Western Bank pacwest.com/hoa Park West Landscape Management parkwestinc.com Popular Association Banking popularassociationbanking.com Pratt & Associates, APC prattattorneys.com Precision Concrete Cutting safesidewalks.com Professional Parking Enforcement LLC ppecal.com R&S Overhead Garage Door, Inc. rsdoors.com Recon360, LLC recon-360.com Reconstruction Experts reconexp.com Reliant Construction Management, LLC reliantsf.com Repipe Specialists, Inc repipe.com Riley Pasek Canty LLP rileypasek.com Roof Solutions, Inc. roofsolutionsca.com Roofworks & Construction, Inc. roofworks-inc.com Russell & Mallett, LLP russell-mallett.com Saarman Construction, Ltd. saarman.com SavATree savatree.com SAX Insurance Agency saxagency.com SECURITAS Security Services USA, Inc. securitasinc.com/services Sherwin-Williams sherwin-williams.com Signature Services signatureservices.us Silicon Valley Builders Group svbuildersgroup.com Silicon Valley Landscape svlandscape.com Socher Insurance Agency hoainsurance.net Statcomm - PSI statcomm.com SwedelsonGottlieb lawforhoas.com
cacm.org | 2024 CACM Northern California Law Seminar
BOOTH
418 530 201 404 426 528 106
COMPANY
BOOTH
TARC Construction, Inc. tarcinc.com The Arboreal Company arborealcompany.com TownSq townsq.io Trip Stop Sidewalk Repair, Inc. tripstoppers.com United Trustee Services unitedtrusteeservices.com Universe Painting & Construction universepainting.com Unlimited Property Services, Inc. upsionline.com
425 607 513, 515 504 505 301
COMPANY
Urban Painting, Inc. urbanpainting.com Vantaca vantaca.com Varsity Painting varsitypainting.com Westcoat Specialty Coating Systems westcoat.com Westlake Royal Roofing Solutions westlakeroyalroofing.com Whit's Painting, Inc. whitspaintinginc.com
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