NorCal 2023 Law Seminar & Expo Event Guide

FEBRUARY 9 -10, 2023 \

OAKLAND MARRIOTT CITY CENTER HOTEL & CONVENTION CENTER

EVENT GUIDE

Back to Basics: Association Committees | Grand Ballroom ABC

Balconies: Beyond the Inspection | Grand Ballroom FGH

Fair Housing Pitfalls: How to Avoid Lawsuits | Grand Ballroom DE

Is it Harassment? Common Types and Taking Action | Junior Ballroom

When Neighbors Aren’t So Neighborly | Grand Ballroom ABC

When Crime Comes to Your Community | Grand Ballroom FGH

Special Assessments: It’s All About Communication | Grand Ballroom DE

Elections and Virtual Meetings: What’s New? | Junior Ballroom

For the Record | Grand Ballroom DE

Mental Health and HOAs | Grand Ballroom FGH

The Secret of My Success | Grand Ballroom ABC

Manager Roundtable | Junior Ballroom

WEDNESDAY, FEBRUARY 8, 2023

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: Junior Ballroom 3-4 & OCC 210/211

THURSDAY,

FEBRUARY 9, 2023

REGISTRATION Main Lobby

BREAKFAST East Hall

CEO WELCOME & CACM ANNUAL MEETING East Hall

8:45 AM – 9:45 AM

9:45 AM – 10:15 AM 10:30 AM – 11:45 AM

KEYNOTE PRESENTATION East Hall

VISION AWARDS PROGRAM East Hall

CONCURRENT SESSIONS

Back to Basics: Association Committees Grand Ballroom ABC

Balconies: Beyond the Inspection Grand Ballroom FGH

Fair Housing Pitfalls: How to Avoid Lawsuits Grand Ballroom DE

Is it Harassment? Common Types and Taking Action Junior Ballroom

LUNCH BREAK East Hall

EXPO HALL OPEN West Hall

CONCURRENT SESSIONS

When Neighbors Aren’t So Neighborly Grand Ballroom ABC

When Crime Comes to Your Community Grand Ballroom FGH

Special Assessments: It’s All About Communication Grand Ballroom DE

Elections and Virtual Meetings: What’s New? Junior Ballroom

INDUSTRY PARTNER NETWORKING HAPPY HOUR Skyline – 21st Floor

WELCOME RECEPTION Skyline – 21st Floor

FRIDAY, FEBRUARY 10, 2023

BREAKFAST East Hall

CCAM OATH CEREMONY RECOGNITION East Hall

CONCURRENT SESSIONS

For the Record Grand Ballroom DE Mental Health and HOAs Grand Ballroom FGH

The Secret of My Success Grand Ballroom ABC Manager Roundtable Junior Ballroom

EXPO HALL OPEN West Hall

LUNCH BREAK East Hall

MANAGERS:

2:15 PM – 3:30 PM

NEW CASE LAW Grand Ballroom

Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.

Ted Ma

TED MA

Be the One: How Great Leaders Bring Out the Best in Others

We all have a leader who made a significant impact on our career. The mentor who challenged the way we see ourselves and how we show up in the world. As a result, they become “the one” for us. Our ability to be the one for others doesn’t happen by chance; it is a result of a specific mindset and set of behaviors. Based on a national research study, this interactive keynote will teach you how to overcome the barriers that hold most leaders back and create a culture that people never want to leave.

Ted Ma is an international keynote speaker, author, and leadership strategist who works with leaders and organizations to create a culture that people never want to leave. As an elder millennial, he has been coaching leaders for over 20 years. Unlike many leadership experts, Ted built and led an international sales team of over 6,000 independent agents. His work has been featured in numerous publications such as USA Today, Inc, CNBC, and the New York Times.

When he’s not traveling the world speaking, you may find him rappelling down waterfalls, trying to keep up with his new son, or ordering complicated coffee drinks.

When Crime Comes to Your Community

Thursday 3:15 PM - 4:30 PM | Grand Ballroom FGH (Session geared toward managers of all experience levels)

Learn how managers should guide their boards in addressing issues like homelessness, package thefts and other petty crimes while limiting liability to the associations, managers and management firms. Session will go over security devices including cameras, access control systems, gates, private patrols and new ideas being used to curb crime, as well as whether boards should encourage police involvement in their community.

Special Assessments: It’s All About Communication

Thursday 3:15 PM - 4:30 PM | Grand Ballroom DE (Session geared toward managers

Communicating the why of a special assessment is key in ensuring boards and memberships pass it. This session will provide tips on how to advise your board and members that a special assessment is needed, including how to create a communications plan and bringing in experts including attorneys, bankers, auditors, general contractors and project managers for support. Panelists will provide a list of resources for you to improve financial understanding and develop better budgeting skills.

John Hansen, Esq., Baydaline & Jacobsen LLP

Sarah Van Daele, CCAM, Katzakian Property Management

Matt Ober, Esq., Richardson | Ober

Fred Whitney, Esq., Whitney | Petchul APC

Caroline McCormick, CAMEx, CCAM, OMNI Community Management LLC, ACMC

Zer Iyer, Esq., Hughes Gill Cochrane Tinetti, PC

of all experience levels)

Back to Basics: Association Committees

Thursday 10:30 AM - 11:45 AM | Grand Ballroom ABC

(Session geared toward managers of all experience levels)

This session will detail best practices for creating committees and managing them for the best interest of the community. It will define the committee charter and how it’s used, the role of a committee chair, and experience required of committee members. It will also offer ideas on how often committees should meet and what to include in a meeting agenda and minutes as well as the role and responsibilities of each committee member.

MANAGERS:

Elections and Virtual Meetings: What’s New?

Thursday 3:15 PM - 4:30 PM | Junior Ballroom

(Session geared toward managers of all experience levels)

Confused about the election timelines? Can virtual meetings still occur postCOVID? Panelists will explain the timelines and laws impacting elections and virtual meetings, including voting by acclamation, notice and ballot requirements and deadlines, and the parameters for virtual meetings including potential penalties and lawsuits.

Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.

Tara Radley, Esq., Beaumont Tashjian Christina French, CAMEx, CCAM-LS, CAFM, Moraga Country Club Homeowner’s Association

Andrea O’Toole, Esq., O’Toole Rogers, LLP

Karen St. Onge, Esq., Adams | Stirling PLC

Laurie Harris, CAMEx, CCAM, CiD Consortium LLC, ACMC

David Swedelson, Esq., SwedelsonGottlieb

CONCURRENT SESSIONS

Fair Housing Pitfalls: How to Avoid Lawsuits

Thursday 10:30 AM - 11:45 AM | Grand Ballroom DE (Session geared toward managers of all experience levels)

How do you enforce association rules without triggering a claim of discrimination? How can community managers and their boards avoid a claim or process a claim should they receive one? Learn how to educate your board regarding Fair Housing Laws. Session will go over protected classes, the most common complaints and how they can be avoided, and facilitators will provide a timeline and checklist of the claim process.

Balconies: Beyond the Inspection

Thursday 10:30 AM - 11:45 AM | Grand Ballroom FGH (Session geared toward new managers)

So your balcony inspection has occurred—now what? You will hear about what to do with the inspection report including the next steps to complete repairs and plan for future inspections. Panelists will review balcony bill and manager responsibilities; how repairs should be handled; the inspection process; how repairs are expensed; and obtaining owner/tenant cooperation. You will walk away with a timeline of inspection to completion of repairs.

Rachel Miller, Esq., The Miller Law Firm

Laura Ravazza, CCAM-PM, Silver Creek Association Management

Michael Kennedy, Esq., Berding | Weil LLP

Amy Tinetti, Esq., Hughes Gill Cochrane Tinetti, PC

Frank Alioto, CAMEx, CCAM, Compass Management Group, Inc.

Jasmine Hale, Esq., Berding | Weil LLP

Is it Harassment?

Common Types and Taking Action

Thursday 10:30 AM - 11:45 AM | Junior Ballroom

(Session geared toward managers of all experience levels)

Living in multifamily units presents challenges to the community manager. What constitutes harassment from homeowners and board members and when should you seek legal counsel? Speakers will describe the different types and forms of harassment, how to deal with it and what legal actions can and should be taken. Session will cover how to document harassment and how to distinguish between harassment and neighbor-to-neighbor disputes. A sample harassment policy will be provided.

MANAGERS:

Manager Roundtable

Friday 9:45 AM - 11:00 AM | Junior Ballroom

(Session geared toward experienced managers)

This session is intended for experienced managers interested in advanced discussions on issues impacting their day to day including teambuilding, education, secret sauce for longevity in the industry, and how you’re resolving problems and putting out fires.

Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.

David Feingold, Esq., Ragghianti Freitas LLP

Justin Sacoolas, CCAM, Compass Management Group, Inc.

Melissa Ward, Esq., Adams | Stirling PLC

Jeffrey Beaumont, Esq., Beaumont Tashjian

Becky Jolly, CCAM, OMNI Community Management LLC, ACMC

Brian Moreno, Esq., Brian D. Moreno Law Corporation APC

Mental Health and HOAs

Friday 9:45 AM - 11:00 AM | Grand Ballroom FGH

(Session geared toward managers of all experience levels)

Mental illness is a growing health issue and HOAs are not exempt. This session will address how to deal with challenging residents who suffer from mental illness and provide best practices and resources available at local and state levels. Speakers will review any laws or policies that should be adopted to help owners, boards, and managers navigate through issues. Attendees will walk away with a list of practical steps.

The

Secret of My Success

Friday 9:45 AM - 11:00 AM | Grand Ballroom ABC

(Session geared toward managers of all experience levels)

As Horace Jackson Brown aptly put it, “The best preparation for tomorrow is doing your best today.” Whether you’re a new community manager or seasoned veteran, there are always opportunities available to expand your knowledge base, develop new skills, identify new resources and hone best practices. This session will discuss tips for succeeding as a community manager including soft skills, effective habits, continuing education, how to stay on top of new legislation, vendor resources, improving accounting knowledge, stress management, and more. You will walk away empowered to grow alongside our ever-changing industry.

Joan Lewis-Heard, Esq., SwedelsonGottlieb

Lisa Triplett, CAMEx, CCAM, Bay Area Property Services

Allison Andersen, Esq., Roseman Law, APC

Kumar Raja, Esq., Beaumont Tashjian

Joseph Price, CAMEx, CCAM, Powerstone Property Management, ACMC

Susan Hawks McClintic, Esq., Epsten, APC

When Neighbors Aren’t So Neighborly

Thursday 3:15 PM - 4:30 PM | Grand Ballroom ABC

(Session geared toward new managers)

This session will provide you tips for arriving at a win-win scenario in conflict management, including how to document and investigate a neighbor-toneighbor complaint; whether the association needs to become involved and how; if the board needs to participate and when to contact an attorney or mediator as well as who covers the cost if they do. Attendees will walk away knowing what a neighbor-to-neighbor dispute is and how to properly handle complaints from start to finish.

For the Record

Friday 9:45 AM - 11:00 AM | Grand Ballroom DE

(Session geared toward new managers)

Managers are often bombarded with homeowner requests for records, but do you have to provide them and when? Learn what records can be provided within the legal timelines. Panelists will talk about how to handle a record request, what documents are subject to inspection, what are the member’s and director’s rights, how to handle redaction or withholding of documents and whether to charge or not. A record retention chart will be provided.

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.

Cyrus Koochek, Esq., SwedelsonGottlieb

Colleen Montoya, CCAM, Bay Area Property Services

Alexander Noland, Esq., Noland Law PC

A.J. Jahanian, Esq. Beaumont Tashjian Sequoia Grove Consulting, Inc.

Ellen Schuster, Esq., Hughes Gill Cochrane Tinetti, PC

Annual Legislative Update and New Case Law

Friday 2:15 AM - 3:30AM | Grand Ballroom (Session 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.

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 8 CEUs.

Jennifer Jacobsen, Esq., Baydaline & Jacobsen LLP

Garret Satfield, CCAM, The Management Trust, - Northern CA, ACMC

Megan Hall, Esq., Adams | Stirling PLC

Jennifer Wada, Esq., WADA Government Relations

SPEAKERS

40

INDUSTRY EXPERTS WITH CID INDUSTRY KNOWLEDGE & EXPERTISE

Jahanian is an associate attorney with Beaumont Tashjian, and his devotion to residential and commercial common interest developments for the entirety of his career makes him highly experienced in advising boards and management.

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.

Since 2004, Tinetti has represented homeowner associations in all aspects of their corporate operations.

Tinetti joined her firm in 2007, and the name changed to Hughes Gill Cochrane Tinetti, PC in 2017 when she became a shareholder.

Founding partner, O’Toole, has advocated for community associations since 2006. She works with community associations in all aspects of their operations including real property issues and statutory compliance with the DavisStirling Common Interest Development Act.

Alexander Noland, Esq., Noland Law PC

Andrea O’Toole, Esq., O’Toole Rogers, LLP

A.J. Jahanian, Esq., Beaumont Tashjian

Amy Tinetti, Esq., Hughes Gill Cochrane Tinetti, PC

Andersen represents community associations in corporate governance, operational, transactional, and civil litigation matters. Andersen’s association governance practice includes the evaluation of compliance with the Davis-Stirling Common Interest Development Act, the analysis and interpretation of governing documents, and much more.

SPEAKERS

Jolly began in the community association industry in 2001, working part-time directly for a homeowners 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.

Moreno, Esq. of Brian D. Moreno Law Corporation APC, is an experienced litigator, community association attorney, and real estate professional having practiced in all areas since 2003. Moreno represents and provides legal counsel to both boards and managing agents for California condominium and planned developments, among others.

Montoya began her career in the community management industry and obtained her certification from CACM early in her career. Montoya has managed all varieties of communities including condominiums, townhomes, single-family residences, mid–rise, commercial and mixed-use developments during her 12 years in property management.

McCormick has over 30 years’ experience in the industry, most notably as CEO of Association Communications Inc. from 19922018. McCormick was recently appointed to the CACM Vision Magazine Editorial staff and joined the OMNI family in 2018 as an Internal Auditor of Client Services.

Koochek is a senior associate attorney at SwedelsonGottlieb who provides assistance to associations in all areas of corporate counsel and transactional work. Koochek oversees SwedelsonGottlieb’s Amend! program, which covers the amendment and restatement of governing documents for associations.

Allison Andersen, Esq., Roseman Law, APC

Becky Jolly, CCAM, OMNI Community Management LLC, ACMC

Brian Moreno, Esq., Brian D. Moreno Law Corporation APC

Caroline McCormick, CAMEx, CCAM, OMNI Community Management LLC, ACMC

Colleen Montoya, CCAM, Bay Area Property Services

Cyrus Koochek, Esq., SwedelsonGottlieb

French is the Homeowners Association Manager for Moraga Country Club Homeowners Association, a large-scale community with 521 homes, and was elected to the CACM Board of Directors in 2021 and has served on its Law Seminar Advisory Committee. She has worked at

Country Club for 17 years.

Swedelson is a founding and senior partner in the law firm of SwedelsonGottlieb and heads SwedelsonGottlieb’s litigation team. Since beginning his practice of law in 1978, Swedelson has represented hundreds of community associations in both litigation and as legal counsel.

Feingold has enjoyed assisting clients in a variety of real estate, construction and insurance matters since 1986. The majority of his practice is devoted to representing community associations and homeowners in construction and real estate related issues, and assisting associations and members in resolving disputes as a mediator.

Whitney entered the community association industry in 1998 and has significant experience in community association elections and negotiation and drafting of contracts, dispute resolution, CC&R enforcement and interpretation. Whitney now serves as counsel to some of the largest master-planned communities in California.

Schuster represents homeowner associations and other common interest developments in all aspects of their corporate operations. Prior to beginning CID representation, Schuster spent several years as an academic advisor and adjunct professor at the University Of San Francisco School Of Law.

Satfield is a Senior Community Association Manager with The Management Trust. He has been with the company for the past 10 years. Throughout his career, Satfield has had various roles including managing onsite communities, new developments and overseeing vendor relations.

David Swedelson, Esq., SwedelsonGottlieb

Ellen Schuster, Esq., Hughes Gill Cochrane Tinetti, PC

Fred Whitney, Esq., Whitney | Petchul APC

Garret Satfield, CCAM, The Management Trust, - Northern CA, ACMC

Moraga

Christina French, CAMEx, CCAM-LS, CAFM, Moraga Country Club Homeowner’s Association

David Feingold, Esq., Ragghianti Freitas LLP

Alioto has been a portfolio manager for the past 15 years and currently holds the title of Director of Management Operations at Compass Management Group. He has received the Vision Award for Leadership by the California Association of Community Managers (CACM), for which he is also currently the Vice Chair of the Board of Directors.

SPEAKERS

Hale is a veteran community association attorney with 20 years of experience. She is a Partner at Berding & Weil, LLP and serves as corporate counsel to the firm’s clients in the Northern California area. Hale also specializes in employment law and leads the Employment Law practice group for Berding & Weil.

Beaumont is the senior partner of Beaumont Tashjian, a full-service community association law firm providing general counsel, litigation and assessment collections services to its clients with offices throughout California. Beaumont has been representing community associations for over 20 years.

Lewis-Heard started practicing law in 1986 and has litigated all types of civil cases. Having represented and defended everything from Fortune 500 corporations to “mom & pop” businesses, she has gained the knowledge to assist any community association of any size in litigation of nearly every type of matter that may arise.

Jacobsen and her team serve as general corporate counsel to over 900 community associations. Jacobsen 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.

Hansen is actively involved in the community association industry, including authoring numerous articles published in industry periodicals and CACM’s Law Journal. Hansen also assists community associations and their boards of directors in the management of their common interest development subdivisions.

Frank Alioto, CAMEx, CCAM, Compass Management Group, Inc.

Jasmine Hale, Esq., Berding | Weil LLP

Jeffrey Beaumont, Esq., Beaumont Tashjian

Jennifer Jacobsen, Esq., Baydaline & Jacobsen LLP

Joan Lewis-Heard, Esq., SwedelsonGottlieb

John Hansen, Esq., Baydaline & Jacobsen LLP

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.

Sacoolas has been a certified CCAM since 2012 and is the Monterey Regional Manager for Compass Management Group, Inc. Sacoolas focuses on mentoring boards and managers towards simplifying operations and keeping all communications productive, respectful, and in everyone’s best interest.

Conlon is a Senior Executive, Corporate Director, and Strategist. As President & CEO of CACM (1992–2014), she successfully launched and grew the premier organization by providing industry respected certification programs. Conlon retired from CACM in 2014 and formed Sequoia Grove Consulting, Inc. as President & CEO.

Price has worked in the community association industry for 18 years and is a highly regarded veteran in the field. Price has extensive experience in the areas of client retention and has developed numerous programs designed to help HOAs become the very best versions of themselves.

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.

Ravazza has been in the property management industry since 2004 and was recently hired as the Director of Marketing and Education. She was raised around the industry, and as an adult, Ravazza tried other jobs, but realized her passion is working in property management and started as an on-site community manager, later making the transition to HOA portfolio management.

Justin Sacoolas, CCAM, Compass Management Group, Inc.

Karen Conlon, MCAM, Sequoia Grove Consulting, Inc.

Kumar Raja, Esq., Beaumont Tashjian

Laura Ravazza, CCAM-PM, Silver Creek Association Management

Jennifer Wada, Esq., WADA Government Relations

Joseph Price, CAMEx, CCAM, Powerstone Property Management, ACMC

Onge is an experienced HOA attorney with Adams | Stirling, PLC serving the San Francisco Bay Area. Onge is drawn to community association law because it touches on the personal, economic and societal aspects of our lives as neighbors, community members and Californians.

SPEAKERS

Harris has been with CIDC for 17 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.

Triplett started as a community manager and has been in the industry for more than 20 years. She has worked for large international management companies as well as boutique-style management companies during her career, giving her a unique view on the needs that management companies and homeowner associations are facing.

Ward serves as general 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.

Ober is a partner of Richardson | Ober LLP where his practice is dedicated to the exclusive representation of community associations. He has served as counsel to community associations for over three decades, making significant contributions to the community association industry through CACM.

Kennedy is a Partner of Berding | Weil in the litigation department. Kennedy has been involved in residential and commercial construction litigation for over 25 years, initially representing builders and their insurance carriers, and for the last 10 years representing homeowners associations in construction defect matters.

Karen St. Onge, Esq., Adams | Stirling PLC

Laurie Harris, CAMEx, CCAM, CiD Consortium LLC, ACMC

Lisa Triplett, CAMEx, CCAM, Bay Area Property Services

Matt Ober, Esq., Richardson | Ober

Melissa Ward, Esq., Adams | Stirling PLC

Michael Kennedy, Esq., Berding | Weil LLP

Hall has extensive experience litigating. Hall serves as corporate and litigation counsel to boards of directors of common interest developments throughout California. She counsels boards on managing conflict, director duties and responsibilities, meetings, elections, and corporate governance, as well compliance with the Davis-Stirling Act, document interpretation and enforcement.

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.

Van Daele is a portfolio manager with Katzakian Property Management, Ltd since 1998. Van Daele manages several associations that frequently have neighbor to neighbor disputes some of which are quite unique. She received the CACM Vision Award for Leadership in 2015 for helping to facilitate changes in a community overrun with gang activity.

Radley, a partner with Beaumont Tashjian, has devoted her time to the firm’s litigation department. Radley oversees the firm’s litigation practice, with particular experience in law and motion, including obtaining and defending various types of restraining orders and preliminary injunctions, mediations and appeals.

Hawks McClintic is known for giving practical, commonsense advice without the legalese. Hawks McClintic joined Epsten, APC, in October 1990 and became a shareholder in 1999. She has supervised the firm’s transactional law department since 2008 and was named co-managing shareholder in August 2014.

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. Iyer provides advice to clients on transactional matters, and she is a skilled and highly effective litigator

Sarah Van Daele, CCAM, Katzakian Property Management

Susan Hawks McClintic, Esq., Epsten, APC

Tara Radley, Esq., Beaumont Tashjian

Zer Iyer, Esq., Hughes Gill Cochrane Tinetti, PC

Megan Hall, Esq., Adams | Stirling PLC

Rachel Miller, Esq., The Miller Law Firm

RISING STAR

Valerie Bendana, CCAM Bay Area Property Services

Kevin Chu, CCAM American Management Services, Inc.

Andrew Crowley, CCAM Homeowner Association Services

Elias Guzman, CCAM Katzakian Property Management, LTD

Delaina Horner, CCAM Foundation Community Management, Inc.

Claudia Maldonado, CCAM Bay Area Property Services

Keree Roen, CCAM Associa Northern California

Stephanie Sena, CCAM Moraga Country Club HOA

INNOVATOR

Todd Greisen, CCAM Contra Loma Estates HOA

Melissa A. Hajostek, CAMEx, CCAM-PM.LS.ND Foundation Community Management, Inc.

Rebecca C. Miller, CCAM Foundation Community Management, Inc.

Rikki Richter, CCAM The Management Trust – Northern CA, ACMC

Deanna Themoleas, CCAM

The Management Trust – Northern CA, ACMC

LEADERSHIP

Sharon Fees, CCAM-LS.PM

Hamilton Homeowners Association

Christina French, CAMEx, CCAM-LS, CAFM Moraga Country Club HOA

Brenda Hendricks, CCAM The Helsing Group, Inc.

Becky Jolly, CCAM

OMNI Community Management LLC, ACMC

LEADERSHIP, CONT.

Patricia Klock, CCAM-HR.CI.AA Opera Plaza Condos of San Francisco

Colleen Montoya, CCAM Bay Area Property Services

Anetta Phonseya, CCAM BanCal Property Management

Gina Poli, CCAM-PM Shoreline Property Management, A Manor Company

Rikki Richter, CCAM The Management Trust – Northern CA, ACMC

Stephanie Ripley, CCAM Eugene Burger Management Corporation

Jessica Sewell, CCAM Associa Northern California

Brent Uridge, CCAM Collins Management, ACMC

EDUCATIONAL EXCELLENCE

Rolf Crocker, CAMEx, CCAM OMNI Community Management LLC, ACMC

Kimberley Flickner, CAMEx, CCAM-PM.LS Bay Area Property Services

The GB Group, Inc.

Rikki Richter, CCAM The Management Trust – Northern CA, ACMC

Robin A. Romo, CAMEx, MCAM-HR CitiScape Property Management Group LLC, ACMC

Doreen Tejeda Associa Northern California

COMPANY CULTURE

Bay Area Property Services

Collins Management, ACMC

Foundation Community Management, Inc.

Gordian Staffing

HUNGRY?

HERE’S A LISTING OF RESTAURANTS WITHING WALKING DISTANCE OF THE MARRIOTT OAKLAND CITY CENTER.

Iron & Oak

Breakfast Daily: 6A - 11A

Bar: 4P - 11P

Dinner: 5P – 10P

1001 Broadway

510/451-4000

Annapurna Rest & Bar

Lunch & Dinner:

Mon - Sat

948 Clay St. 510/250-9696

Miss Ollies

Daily

901 Washington St

510/285-6188

Café 817

Refined Italian Cuisine

Breakfast & Lunch

M - Sat.

817 Washington St. 510/271-7965

Square Pizza Guys

Pizzeria

Lunch & Dinner Daily

510/626-9960

Le Cheval

Vietnamese Cuisine

Lunch: M-Sat. |

Dinner: Daily

1007 Clay St. 510/763-8495

District/ Wine Bar

Dinner 4p to close

Brunch Sat-Sun 11a-3p

827 Washington St

510/272-9110

Everett & Jones Barbeque

Lunch & Dinner Daily

126 Broadway

510/663-2350

Battambang Restaurant

Cambodian Cuisine

850 Broadway

510-839-8815

Home of Chicken & Waffles

Soul Food Sun 9a-12a | M - Sa 10a-4a

444 Embarcadero West

510/836-4446

New Gold Medal

Chinese Cuisine

Lunch & Dinner Daily

389 8th St. 510/465-1940

Sweetgreen Salad & Soups

831 Broadway 510/804-0309

Peony

Chinese Cuisine / Dim Sum

Lunch: and Dinner 510/286-8866

Bento House Japanese Restaurant

Lunch & Dinner Daily 801 Washington St

510/521-1300

Shandong

Mandarin Cuisine 328 10th St.

510/839-2299

Trap Kitchen Oakland

Cajun Style 420 14th St

510/610-4454

Antojeria Mexicana El Chilar

Mexican Cuisine 365 17th St

510/835-0746

Mosaic Greek and Turkish Café

468 3rd St

510/567/7188

Ratto’s International Market

Deli | Catering

821 Washington St. 510/832-6503

Sobo Ramen

Japanese/Ramen

988 Franklin St 510-832-7626

Graffiti Pizza

Pizzeria

719 Washington St 510-250-9303

XinGones

Mexican-American 736 Washington St 510-593-2172

CITY CENTER

Bagel Street Café

M - F: 6 – 4 | Sat: 7 - 2 510/891-9831

Fountain Café

Breakfast & Lunch M - F 510/451-6400

City Center Grille

Breakfast & Lunch M - F 510/452-3100

La Salsa

Breakfast & Lunch M - F 510/834-3422

Popeye’s Chicken

Lunch & Dinner M - Sat 510/463-0188

Panda Express

M - F: 10 - 730 | Sat: 11 - 5 510/251-2269

Laddle & Leaf

Lunch M - F 510/763-7687

PIZZA DELIVERIES

Pizza City

Daily 11a - 11p

510/533-8000

Cybelles Pizza

Daily 10a – 3a

510/625-8383

Dominoes

Daily 10a - 12a

510/452-2600

Round Table

Daily 10a - 10p 510/834-4444

COFFEE SHOPS

Starbucks 1200 Clay St. 510/832-1767

Peet’s Coffee 111 Broadway 510/844-0061

NIGHT LIFE

Make Westing 1741 Telegraph 510/251-1400

Binny’s 532 8th St 510/496-4083

Luka’s 2221 Broadway 510/451-4677

The Trappist 460 8th St. 510/238-8900

Penelope 555 12 St 510/922-9571

Brix 581 581 5th St 415/724-7274

JACK LONDON SQUARE

Ben & Jerry ‘s Ice Cream

Su-M 1130a - 9p

Tu-Th 1130a - 10p

F-Sa 1130a - 11p

505 Embarcadero St 510/663-3477

Forge Pizzeria M-Su 11a - 10p 66 Franklin St. 510/268-3200

Plank/ Bowling Bar

Open Daily

M-S 11a -12a 98 Broadway 510/817-0980

Kincaid’s Bayhouse

Steak & Seafood

Lunch & Dinner Daily 1 Franklin St. 510/835-8600

Scott’s Seafood Grille & Bar Lunch & Dinner Daily 2 Broadway 510/444-3456

Yoshi’s Japanese Cuisine / Sushi 510 Embarcadero W. 510/238-9200

The Fat Lady Bar & Restaurant 201 Washington St 510/465-4996

Seabreeze On The Dock Seafood 31 Webster St 510/607-9140

OUR SPONSORS

To Our Generous Northern California Law Seminar Sponsors

Thank You!

Conference Bag Sponsor BEN’S ROOFING, INC. bensroofing.com

Conference Lanyard Sponsor HERITAGE BANK OF COMMERCE heritagebankofcommerce.bank

Keynote Sponsor VANTACA vantaca.com

Event Photographer Sponsor CM SQUARED, INC. gocm2.com

Vision Award Sponsor RECON 360, LLP recon-360.com

Exhibit Hall WiFi Sponsor GORDIAN STAFFING gordianstaffing.com

Name Badge Sponsor BTC BOB TEDRICK CONSTRUCTION, INC. btcquality.com

Security Sponsor KASDAN TURNER THOMSON BOOTH LLP kasdancdlaw.com

Case Law General Session Sponsor CID INSURANCE PROGRAMS, INC. cidprograms.com

Registration Sponsor AVIDXCHANGE, INC. avidxchange.com/industries/communityassociation-management

Ethics Course Sponsor LIFTMASTER liftmaster.com/for-pros/liftmaster-gatedcommunity

Breakfast Sponsors

ALLIANCE ENVIRONMENTAL GROUP, LLC alliance-enviro.com

LIBERTY HOA ELECTION SERVICES, LLC hoaelection.com

Welcome Reception Sponsors

A-ONE CONSTRUCTION & ROOFING a-oneconstruction.com

EMPIREWORKS RECONSTRUCTION empireworks.com

R.E. BROOCKER CO., INC. rebroockerco.com

STATCOMM INC. statcomm.com

TARC CONSTRUCTION, INC. tarcinc.com

TOWNSQ townsq.io

Education Session Sponsors

AWT CONSTRUCTION GROUP, INC. awtconstructioninc.com

ELEVATE CONSTRUCTION LLC elevatecdc.com

HUB INTERNATIONAL INSURANCE SERVICES hubinternational.com

HUGHES GILL COCHRANE TINETTI, PC hughes-gill.com

IQV CONSTRUCTION & ROOFING iqvinc.com

MEDALLION LANDSCAPE mlmi.com

THE MILLER LAW FIRM constructiondefects.com

RIVER CITY RESTORATION, INC. rcityrestoration.com

RUFF RUFF POOP BAGS ruffruffpoopbags.com

S & K MARKETING GROUP, LLC sandkmarketinggroupllc.com

SWEDELSONGOTTLIEB lawforhoas.com

Luncheon Sponsors

ADVANCED RESTORATION advancedrestor.com

ALP CONSTRUCTION & PAINTING INC. alpconstructionca.com

BRIGHTVIEW TREE CARE SERVICES brightview.com

KELLY-MOORE PAINT CO., INC. kellymoore.com

LIFTMASTER liftmaster.com/for-pros/liftmaster-gatedcommunity

MB JESSEE PAINTING, INC. mbjessee.com

RELIANT CONSTRUCTION MANAGEMENT, LLC reliantsf.com

TINNELLY LAW GROUP tinnellylaw.com

Coffee/Refreshment Break Sponsors

ENTERPRISE BANK & TRUST enterprisebank.com

LEADING EDGE CONSTRUCTION SERVICES, INC. l-edge.net

Dessert Sponsor

WHIT’S PAINTING, INC. whitspaintinginc.com

Scholarship Fund Sponsors

COLLINS MANAGEMENT FOUNDATION collins-management.foundation

VELOCITY CONSTRUCTION SERVICES, INC. velocitycsinc.com

AWT Construction Group, Inc.

awtconstructioninc.com

Axela Technologies, Inc.

axela-tech.com

axisconstruction.com

behr.com

bellwetherelectionsolution.com

Benjamin Moore Paints

benjaminmoore.com

Ben’s Roofing, Inc.

bensroofing.com

Ben’s Roofing, Inc.

bensroofing.com

Berding | Weil LLP

berding-weil.com

Berg Insurance Agency

berginsurance.com

Bergeman Group Construction Managment

bergemangroup.com

Black Diamond Paving & Concrete, Inc.

blackdiamondpaving.com

Black Diamond Paving & Concrete, Inc.

blackdiamondpaving.com

Black Diamond Roofing, Inc.

blackdiamondroofs.com

Blackstone Construction Services, Inc.

bcsincsolutions.com

Blue Streak Lighting & Electric

bluestreaklighting.com

Broadband Agreements by MFC

broadbandagreements.com/pages/broadband-agreements-lp

Brown & Brown

bbrown.com

Browning Reserve Group

browningrg.com

BTC Bob Tedrick Construction Inc.

btcquality.com

Buildium, a RealPage Company

buildium.com

C & A Painting

candapainting.com

C.L Sigler & Associates, Inc.

siglercm.com

Cagwin & Dorward Landscape Contractors

cagwin.com

CalPro Construction & Painting

thinkcalpro.com

CAM Construction & Painting

camconandpainting.com

Chapman & Intrieri, LLP

cnilawfirm.com

CINC Capital, LLC

cinccapital.com

CINC Systems

cincsystems.com

CIT, a division of First Citizens Bank

cit.com/cab

Citadel Roofing & Solar

citadelrs.com

ClickPay

clickpay.com

CM Squared, Inc.

gocm2.com

CM Squared, Inc.

gocm2.com

CM Squared, Inc.

gocm2.com

CMA Consulting

cmaconsulting.com

Columbia Bank

columbiabank.com

Construction Services, Inc.

csibayarea.com

Danmeier Waldorf Architects

danmeierarchitects.com

DLC Construction Management

dlccm.com

Dunn Edwards Corporation

dunnedwards.com

East West Building Works

ewbw.org

EKIM Painting - North, Inc.

ekimpainting.com

EmpireWorks Reconstruction

empireworks.com

Encompass Construction Development Group, Inc.

ecdg.group

Enterprise Bank & Trust

enterprisebank.com

Fenton Grant Mayfield Kaneda & Litt, LLP

fentongrant.com

Flexground Surfaces, Inc.

flexground.com

Focused Inspection Group (FIG)

focusedinspections.com

Forticon, Inc.

forticon.com

Frank Bonetti Plumbing, Inc

bonettiplumbing.com

G.B. Group Construction & Painting

gbgroupinc.com

G.B. Group Construction & Painting

gbgroupinc.com

Gachina Landscape Management - Menlo Park, CA

gachina.com

GAF

gaf.com/en-us

Gallaher Company

gallaherco.com

COMPANY BOOTH COMPANY BOOTH

giulianiconstruction.com

gordianstaffing.com

gplandscape.com

heritagebankofcommerce.bank

highenddevelopment.com

hoamailers.com

homewisedocs.com

Hot Shot Restoration

Hughes Gill Cochrane Tinetti, PC

hughes-gill.com

Hughes Gill Cochrane Tinetti, PC

hughes-gill.com

IB Roof Systems

ibroof.com

EXHIBITORS

Noland Law PC

noland-law.com

Northern California Recreation

norcalrec.com

Pacific InterWest Balcony Inspection Services

pacificinterwest.com

Pacific Premier Bank Community Association Banking

ppbi.com/expertise/community-associations/index.html

Pacific Surfacing, Inc.

Pacific Western Bank

pacwest.com/hoa

Park West Landscape

parkwestinc.com

Popular Association Banking

popularassociationbanking.com

Precision Concrete Cutting

pccnorcal.com

Professional Parking Enforcement LLC

ppecal.com

R&S Overhead Garage Door, Inc.

rsdoors.com

Recon360, LLC

illuminationmanagement.com

Illumination Management Services (IMS) Inverge,

invergellc.com

iqvinc.com

iqvinc.com

jjishot.com

jpalandscape.com

kellymoore.com

farmersagent.com/khennessy

hoains.com

Leading Edge Construction Services Inc.

l-edge.net

Levy, Erlanger & Company LLP, CPAs

hoa-cpa.com

Liberty HOA Election Services, LLC

hoaelection.com

Life Specialty Coatings

lifecoatings.com

Medallion Landscape Management, Inc.

mlmi.com

Monarch Landscape Companies

monarchlandscape.com

MPS Financial, LLC

mpsfinancial.com

Nabr Network

recon-360.com

Recon360, LLC

recon-360.com

Reliant Construction Management

reliantsf.com

Repipe Specialists

repipe.com

RFI Construction Management, LLC

rficm.com

Riley Pasek Canty LLP

rileypasek.com

Russell & Mallett, LLP

russell-mallett.com

Saarman Construction, Ltd.

saarman.com

SAX Insurance Agency

saxagency.com

Sherwin Williams

sherwin-williams.com

Signature Services

signatureservices.us

Silicon Valley Builders Group

svbuildersgroup.com

Silicon Valley Landscape

svlandscape.com

Socher Insurance

hoainsurance.net

Statcomm, a Performance Systems Integration Company

statcomm.com

Steve Tingley Painting, Inc.

tingleypainting.com

SwedelsonGottlieb

lawforhoas.com

COMPANY BOOTH

COMPANY BOOTH

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