Vision Magazine Winter 2014 by CACM-California Association of Community Managers

WINTER 2014 THE VOICE OF CALIFORNIA COMMUNITY MANAGERS

EMERGING TRENDS Moving Forward in New Directions

REGAINING RESPECT

Lack of Service, Knowledge the New Norm?

DEALING WITH DROUGHT

How You Can Address CAâ&#x20AC;&#x2122;s Water Crisis

CID STATS & FIGURES

2014 Data Shows Industry Growth

CACM PRESENTS

As a California community association manager, your focus is on positioning yourself as the trusted advisor your board of directors needs to maintain a successful, thriving community. As always, CACM’s focus is on supporting your quest to manage better, smarter and with more authority. We believe professional education, expert service providers and a network of colleagues who’ve “been there, done that” are the best tools to help you achieve a higher standard of management. At this year’s Law Seminar & Expo, CACM is giving you access to all three – and a chance to enjoy yourself, too!

Learn from the Experts

• New California legislation and case law essentials • Workplace violence prevention • Neighbor dispute resolution • FHA/ADA accommodation dilemmas • Conflict resolution tactics • Onsite management challenges & solutions

Build Valuable Connections

• Network with 1,000 of your peers • Connect with vendors who know associations • Exchange ideas in interactive sessions • Share stories with Vision Award nominees

NORTHERN CALIFORNIA January 29-30, 2015 Oakland Marriott City Center

Have Some Fun

• Enjoy two enriching days away from the office • Toast and socialize at the Welcome Reception • Use your free time to visit and laugh with friends • Get competitive with new photo scavenger hunt game

SOUTHERN CALIFORNIA March 12-13, 2015 Disneyland Hotel, Anaheim

Learn more and register now at www.cacm.org.

Trust Relationships Results

Angius & Terry LLP has long prided itself on providing superior legal representation to community associations while fostering long-lasting relationships with our clients for over 30 years. In today’s ever-changing real estate and financial markets, community associations can continue to trust Angius & Terry LLP to rise to these new challenges to help them achieve favorable results. Your problems are our problems. Your success is our pride. Angius & Terry LLP: your association’s constant in a changing world.

800.680.4001 www.angius-terry.com Walnut Creek • Roseville • Manteca Newport Beach • Las Vegas • Reno

www.cacm.org | Vision Winter 2014

WINTER 2O14

F E AT U R E S

By Vicki MacHale, CCAM

Is Brown the New Green in California?

By Kay Ladner, CCAM

Up In Smoke Three scenarios where medical marijuana became a heated issue

The Bungling of Universal Respect Principle (a.k.a., BURP)

The End of an Era Honoring Karen Conlon’s 22-year legacy at CACM

The Impact of Going Digital Why CACM’s new app is good for you and the environment, too

Reserve Study Collaboration How service providers and managers can bring added value

By Scott Clements, RS, PRA & Les Weinberg, RS

By Patty Garcia, CCAM

Combatting Owner Apathy Through Communication How new and tried-and-true communication tactics make all the difference

NEWS BITS

New Affiliate Members

CACM Welcomes New President & CEO

Recruitment Contest Recap

New Manager & Management Firm Council Members

Thank You To Our Sponsors

Suspended CCAM Roster

D E PA RT M E N T S

President’s Message

From the Roundtable

By Karen D. Conlon, CCAM

A Message from the Board

Congratulations Managers

By Scott Swinton

California CID Stats and Figures

Winter Calendar

Excuse Me While I Drone On The good and bad of association drone use

Landscape Trend: Softer Pesticide Products

In the Boardroom: Steer Clear with a Professional Manager at the Helm

Look Out! Four Lessons You Should Learn Now

By Vicki MacHale, CCAM

Still No Flying Cars!

By Dean Jackson, CCAM

Vision Winter 2014 | www.cacm.org

Member News

By Lori Storm, CCAM

Spotlight on Education: The Evolution of CACM Education

@QuestParcelman

www.ParcelQuest.com

888.217.8999

KRigER LAw FiRm, APC · COmmunity ASSOCiAtiOn LAw

Committed to leadership in protecting the rights of clients. • Delinquent Assessments • Annual Retainer Program – Unlimited Phone Calls – Annual Check-Up Meeting – Quarterly Newsletter – Reduced Rates • Fee for Service Program • CC&R Enforcement • Document Revisions • Opinion Letters • Civil Litigation

A PROFESSIONAL CORPORATION

619.589.8800 www.KrigerLawFirm.com www.cacm.org | Vision Winter 2014

Vision

landscape contractors

THE VOICE OF CALIFORNIA COMMUNITY MANAGERS

Winter 2014 • vol. 23, no. 4

President & CEO | Karen D. Conlon, CCAM

Managing Editor | Brenda K. Teter

Vice President | Vicki Hite, CAE, CCAM

Assistant Editor | Emily Ball

Advertising | Brenda K. Teter

Editorial Advisory Committee Matt Davenport Monarch Environmental, Inc. Bobbie Gaffney, CCAM, PCAM The Gaffney Group, Inc. Patty Garcia, CCAM, PCAM MCM, LLC Tara Graviss, CCAM Walters Management, ACMF Dean Jackson, CCAM Pacific Park Plaza HOA Kay Ladner, CCAM Desert Horizons OA

Vicki MacHale, CCAM ARK Management Clint McClure, CCAM McClure Management, Inc. Susan Sharp, CCAM J.D. Richardson Company Lori Storm, CCAM FirstService Residential California, LLC Scott Swinton Unlimited Property Services, Inc.

Vision magazine is published by CACM four times annually to members, affiliates and supporters of the California Association of Community Managers. Magazine content ©2014 CACM. All rights reserved. No part of this publication may be reproduced without written permission from CACM. Opinions expressed by authors do not necessarily reflect the policies of CACM. Mention of any product does not constitute an endorsement by CACM. CACM assumes no responsibility for return of photos or art and reserves the right to reject any editorial or advertising materials. CACM does not assume responsibility for the accuracy of articles, events or announcements listed. Please address comments and suggestions to: California Association of Community Managers, Inc. 23461 South Pointe Drive, Ste. 200, Laguna Hills, CA 92653 949.916.2226 • Fax 949.916.5557 • bteter@cacm.org Attn: Brenda K. Teter

About CACM

Founded in 1991, the California Association of Community Managers, Inc.SM (CACM), is the only organization in California whose membership is comprised entirely of community association managers and association practitioners. CACM empowers a network of community management professionals working in large scale, portfolio, resort and high rise homeowners associations to share and apply California’s most effective community management practices. CACM is the leading resource for California-specific education, events, activities, products, services and networking opportunities to help managers and management companies achieve excellence in the industry. Learn more at www.cacm.org, or email info@cacm.org. Do we know where you are? Attention CACM members: Have you changed jobs or moved to a new location? Go to www.cacm.org and update your profile so you don’t miss your next Vision magazine or any other important CACM communications.

Vision Winter 2014 | www.cacm.org

Thank You for 22 Great Years As I read through this issue of Vision magazine, I think to myself, wow! While the Vision Editorial Committee and CACM staff were working on this year’s Emerging Trends issue, it spurred me to look over past trends issues and reflect on how our industry and practices have evolved. What a pace the past 23 years have given us! I am amazed and continue to be in awe of you as professionals, as you’ve persevered through all the changes that have come our way in this ever-changing industry. You have proven that community managers are tough, smart and skilled, and truly care about their association clients. Equally deserving of praise are our dedicated affiliate members for the support and technical expertise they bring to the community management profession. Together we have made this industry what it is today. When I look at other states and their law-based practices, it’s clear that California community managers are tasked with working under some of the most complicated and technical requirements in the nation. With more than 1,200 laws impacting California community associations, you must exhibit a high level of skill, expertise and dedication to be successful in this profession. And, I’m amazed at how you answer these demands and provide unparalleled value to your associations. Now it’s time for me to give my thanks. It has been an honor and a privilege to be CACM’s President & CEO for the past 22 years. When I reflect on what has kept me motivated to help build CACM and represent community managers in Sacramento, it’s truly been all about you and your success. I am proud of the progress we have made as an organization and as a collective industry. Of course, the people around me have also helped tremendously in keeping the momentum of this great organization going. I have been blessed to work with dedicated volunteer leadership who remain committed to CACM and our efforts. Thank you to all members of the CACM Board of Directors throughout the years who have demonstrated what great heart and soul can do for an organization. They are simply the best. In addition, my staff of incredible professionals has never wavered in their efforts to do their best for our membership. The results of their entrepreneurial spirit and service-based skills have brought CACM and our industry international recognition, and I am very grateful for their commitment. Sometimes a simple thank you means more than can possibly be communicated from a plethora of emotions. So, I shall just say thank you and wish you all a blessed journey.

Read more about Karen’s 22-year legacy in the community management industry on page 44.

Karen D. Conlon, CCAM President & CEO

www.cacm.org | Vision Winter 2014

THE BUNGLING OF UNIVERSAL RESPECT PRINCIPLE (a.k.a., BURP!) By Vicki MacHale, CCAM

I take great pride in the level of professionalism found within our industry, which is why itâ&#x20AC;&#x2122;s so offensive when managers are referred to as secretaries or administrative assistants by a board of directors. Nowhere have I ever seen a cumulative group of individuals working so hard to assist others, and often with little reward beyond a paycheck.

Vision Winter 2014 | www.cacm.org

Let’s be honest: There have always been a handful of “those” companies who work off the numbers and provide low-level service at low pricing. They accomplish this through slacking on service, hiring inexperienced managers at low salaries, foregoing employer paid education and skimping on infrastructure, administrative support and technology. On top of this, these companies load managers with as many as 10 accounts (or more) and then leave them to sink or swim. Somehow these companies convince the overseers of multi-million dollar corporations that it is possible to get twice the amount of service for 50 cents on the dollar. It typically doesn’t take long for these boards to realize they are sliding downhill quickly. Rather than internalizing the cause and effect of their decisions, these boards once again seek another company that promises increased service at an equal or lesser price. When faced with the same lack of service and support, they conclude the entire industry is a sham. To counteract their bad decisions, they begin a governance model based upon micromanagement, further solidifying their continued failure. Pretty soon you have an association with five different companies

in six years that is filled with discontent and quick to bash every company in sight. When (if ) the board finally decides to pay real prices for real service, the assigned manager will undoubtedly spend several months holding the board’s hand, responding to numerous calls from previously ignored members and working non-stop to

and it became a dog-eat-dog world in terms of marketing and building business. For the first time in many years, we’ve seen underhanded marketing tactics and service providers being pressured into undervaluing their service for the promise of market share profit. Most damaging are the larger companies who are giving away 90 days’ (or

mergers and acquisitions, or adding ancillary in-house service divisions or smoke and mirror hidden charges. Longtime, trusted service providers are struggling to keep clients or find new ways to provide superior service, as they are being cut out by those companies with in-house service. Some have stopped bidding projects managed by certain

RECENTLY, A CLIENT TOLD ME HORROR STORIES OF HAVING SEVEN DIFFERENT MANAGERS IN LESS THAN A YEAR… earn trust and get things back on track. Unfortunately, this lack of service, knowledge and professionalism is becoming the norm, and it isn’t just me who’s taking notice. In trying to be objective and view this from all angles, I believe there are several factors that have led to this decrease in professionalism within our industry. I call it the “Bungling of Universal Respect Principle,” a.k.a. BURP.

A Downward Spiral? The formation of large conglomerates, buy outs and public companies began just prior to the market crash. For several years, development disappeared, pricing was driven down

more) of free service (along with a set of Ginsu Knives) upon contract execution! While the used car salesman tactics may work in gobbling market share amongst naive boards, it certainly has backfired in the eyes of our clients. Even as the market continues to gain strength, our clients continue to struggle with the long-term effects of bad debt, out of control utility increases and an overall perception that everything is still on sale. Price over value continues to take center stage and we are playing right into their hands. Gluttony is becoming more common in terms of providing low-cost management services and adding profit through other

companies because their bids are always undercut by at least 10%. In effect, a false bidding process is being provided to clients. BURP! To add insult to injury, inexperienced staff members are being put in place who are failing at an alarming rate. Recently, a client told me horror stories of having seven different managers in less than a year; the association’s newest manager has 11 accounts and a parttime assistant and still can’t keep up. My first thought was, “WOW” and my second thought was, “Why is this manager airing dirty laundry?” An experienced manager will never throw his or her company under the bus; but then again I’m finding Continued on page 10

www.cacm.org | Vision Winter 2014

IF ALL OUR INDUSTRY LEADERS DON’T GET THEIR ACT TOGETHER AND BEGIN TO BRING PRIDE OF SERVICE BACK INTO THE MIX – WHICH INCLUDES FOCUSING ON EDUCATING THEIR MANAGERS – THE RESULTING STATE OF THE INDUSTRY WILL UNDERMINE EVERY BIT OF RESPECT WE HAVE SCRAPED TO ACHIEVE.

The Bungling of Universal Respect Principal

Continued from page 9

there is very little pride amongst companies right now. This is not the employee’s failure, but the employer’s. Note to all: If you turn over 40% of your company each year, you have accomplished a great big public BURP!

Future Forecasts I’ve recently taken over several accounts from wellrespected management firms. I can’t believe what I have found: accounts with no voting policies and procedures; collection policies that have not been updated

in years; improperly filed liens; rules and regulations (recently adopted) that are outside of state statutes and the governing documents; incomplete files; and, most shocking, financial statements 10

Vision Winter 2014 | www.cacm.org

still done on a cash basis with an annual review stating everything is great! Sorry, but shame on any management firm that is allowing this to happen; again, don’t blame the managers because they don’t know what you aren’t willing to teach them. But, let’s digress. Perhaps some of you long-timers will recall that six years ago I wrote an article titled, “A Thanksgiving Feast” where I forecasted the metamorphosis occurring within our industry via mergers, acquisitions and buyouts. I followed this masterpiece up in 2011 with an article titled “Leveling the Playing Field.” Now here we are in 2014 and the forecast has become a reality. Listen to me, I’m pretty smart. (If you are rolling your eyes at that last statement, don’t worry, I’ve been married 30 years and survived teenagers; I get unconditional love from my dogs.) Seriously, while I called much of this years ago, what I didn’t really grasp was the ramifications and degradation that would happen in our industry as a result. I’m making another forecast: If all our industry leaders don’t get their act together and begin to bring pride of service back into the mix – which includes focusing on educating their managers – the resulting state of the industry will undermine every bit of respect we have scraped to achieve. We need to get back to being a group of educated professionals who have

experience and state-specific knowledge that surpasses that of any board member. We need to nurture and respect our staff so we can provide superior service to our clients. Our profit should result from our collective ethical business dealings rather than through less than stellar attempts to gain market share. Our staff should be proud of the company name that backs them. We have the ability; we used to ethically market our companies while supporting the industry. This is within our grasp. I know we can do it! Let’s excuse the old BURP and prepare to change the meaning to “Bringing Up Respectability and Professionalism.” We’ll do it together, in one great big public BURP! Vicki MacHale, CCAM, is the Executive Director of ARK Management, a subsidiary of Stos Robinson Companies, in Cardiff by the Sea.

WWW.CHAIXLAW.COM

CONSTRUCTION DEFECT LAW IS OUR ONLY BUSINESS

SOUTHERN CALIFORNIA 2801 West Coast Highway Suite 270 Newport Beach, CA 92663 714.427.0664

Over 25 Years experience Free site inspectiOns Free initial Meeting cOntingencY Fee all expenses advanced

Protecting Your Investment

NORTHERN CALIFORNIA 2950 Buskirk Ave. Suite 300 Walnut Creek, CA 94597 925.407.2159 ARIZONA 3001 E. Camelback Rd. Suite 130 Phoenix, AZ 85016 602.235.9399

Brandi Reynolds Client Services 800.379.6911 brandi@chaixlaw.com

www.cacm.org | Vision Winter 2014

n the fall of each year, your CACM Board of Directors participates in strategic visioning. The focus of strategic visioning is to continue and develop goals and activities that meet the needs of our members – and more specifically, the needs of community manager members. During this past strategic visioning, the Board studied and reviewed the results of our 2014 Membership Survey. These results were particularly important as our organization is transitioning into a new time and new era. Not only will the President & CEO of our organization change, but the composition of the Board is also changing. (Learn more about CACM's new President & CEO, David Zepponi, on page 52.) The end of this year we will begin to see the results of our collective decision to implement term limits for Board members. Dedicated and committed Board members Jacqueline Dynes, CCAM and Cherié McColley, CCAM will have each served more than 10 years on the Board. We offer them our sincere appreciation. The Board recently appointed three new members – John Cligny, CCAM, Phyllis Harkins, CCAM and Tiffany Lynch, CCAM. And with an election occurring in December of this year, we anticipate more new faces.

Vision Winter 2014 | www.cacm.org

New faces bring new ideas; however, the Board’s direction as a result of the 2014 Membership Survey continues to spotlight these important concepts: • Public recognition of the community management profession is important. • CCAM certification should be recognized as the “standard of competence” for community management professionals in California. • CACM manager members should understand and comply with CACM’s Code of Professional Ethics. • CACM members should receive added benefits and value, such as resources and tools for success as a result of their membership. Of course, there are many other important concepts and challenges for the Board and our new President & CEO, David Zepponi, to address in 2015 and beyond. So, how do we do this and do it better? We need your constant feedback, ideas and support. We recognize your dedication to this industry and that with the changes in our industry overall, economics play a bigger factor in your participation. And, in consideration of your challenges, we continue to look for ways to increase benefits and options to you while balancing the realities of costs and the importance of your time. Look for us, your board members, at CACM events. Talk with us; share your ideas and your concerns. We want and welcome your input – it is absolutely essential to our continued mission of being a premier resource for California community managers.

On behalf of the CACM Board, Melinda Young, CCAM, PCAM Board Chair

#1 Specialist in Business Insurance for California Community Management Firms CEOs share their experience: CID Insurance Programs provides the right insurance products “ for our management company. They understand who we are and what we need to protect our assets. That helps me sleep better at night.

” Lin Yates, CCAM, President/CEO

More than 20 years of successfully helping community management companies with insurance and risk management solutions.

Miramonte Company

• Cyber Liability • Employment Practices Liability • Errors & Omissions • Master Fidelity • Office Package • Tenant Discrimination • Workers Compensation

CID Insurance Programs provides first-rate insurance policies “ and risk management services and is always improving their product offerings and developing special programs for our industry. Their dedication to their clients and to our entire industry is unparalleled.

”

Andy Comings, CEO Riverside Management & Financial Services

For a business exposure consultation:

Call (800) 922-7283 or email insurance@cacm.org Endorsed by California Association of Community Managers, Inc. (CACM) License # 0C41342 www.cacm.org | Vision Winter 2014

Governor Brown declared a state of emergency as of January 17, 2014 due to the drought in California. This prompted a number of legislative items addressing how residents and associations deal with the drought.

IS BROWN THE NEW GREEN IN CALIFORNIA? By Kay Ladner, CCAM

Vision Winter 2014 | www.cacm.org

On July 21 of this year, the Governor signed Assembly Bill 2100, which prohibits cities, counties and community associations from imposing a fine or assessment against a property owner for reducing the watering of vegetation or lawns during any period the Governor has declared a state of emergency, or a local government has declared a local emergency, due to drought. The bill was further amended to provide that a

provision of governing documents, including architectural or landscaping guidelines, shall be void and unenforceable if it prohibits or includes conditions that have the effect of prohibiting water efficient plant materials. Similar bills, like SB 992 and AB 2104, expand on AB 2100 and limit an association’s authority to regulate the percentage of “turf ” required in architectural guidelines, prohibit required power washing and address restrictions on artificial turf. Keep in mind, all of these restrictions are only in place during a declared drought; making note of this in your architectural guidelines would be wise. Our communities now have a delicate balancing act. Maintaining property values remains at the top of our role, but how brown can we let it go? It would be

important for boards to discuss this matter with their legal counsel to make sure property owners understand the association will do everything it can to keep the community looking nice, within the guidelines of this new law.

How did California get to this point? 1. Lack of rain and misuse of water resources seems to top the reasons for our drought. 2. So Cal Public Radio (scpr.org) notes each of us are to blame. Despite concerns, water usage in California was up by at least 1% in the month of May. 3. SCPR further comments that the Eastern Sierra continues to increase their usage for cattle and agriculture. The Lake Tahoe area had an increase in usage of 5% in the past year. Continued on page 16

www.cacm.org | Vision Winter 2014

Is Brown the New Green in California? Continued from page 15

4. Additionally, the northern portion of the state is seeing a large usage of stolen water. Illegal pumps and pipes are found draining lakes and streams for the benefit of the marijuana industry, in addition to theft of domestic water. 5. Hosing down driveways and walkways has proven to be a large area of waste. 6. Lack of a conscious effort to reduce water usage.

PROVIDE A LOT OF INFORMATION, AND OFTEN,

As a manager, what should I be doing?

TO YOUR RESIDENTS ABOUT

1. Be sure you understand the impact of the current legislation on each of the communities you manage. 2. Contact the water company for each community you manage to be sure you follow their adopted guidelines during the drought. 3. Discuss any watering restrictions with your landscape contractor. 4. Provide a lot of information, and often, to your residents about the legislation and restrictions related to their use of domestic water. 5. Reevaluate your architectural guidelines to be sure you are allowing water efficient landscaping,

THE LEGISLATION AND RESTRICTIONS RELATED TO THEIR USE OF DOMESTIC WATER.

CALL US: (800) 997-2206

FIRE

•

WATER

•

SEWAGE

•

EARTHQUAKE

Available 24/7

•

WIND

State Restoration, Inc. is a Full Service Contractor dedicated to Providing and Being the Concierge of Restoration Services. We manage your loss from Start to Finish; with the initial Board Up, Remediation, Engineering, Construction & Meeting with each Individual Owner, all the way through the Final Inspection.

INTEGRITY, RELIABILITY & ACCOUNTABILITY SERVICES: Board Up & Roof Cover • Water Damage • Fire Damage & Loss • Storm & Wind Damage • Temporary Fencing • Building Shoring • Contacts Pack Out • Cleaning & Storage Condos • Apartments • Commercial • Industrial • Medical • Residential Lic# 760517 16

Vision Winter 2014 | www.cacm.org

7. 8.

including artificial turf during times of drought. Provide your association(s) with information on the incentives being offered by your water provider for the elimination of sod and/or installing drought tolerant plant materials. Be sure your boards are not fining for unwatered lawns. Make sure you communicate with your owners that while lawns and plant materials may show signs of stress with these changes, it does not allow them to abandon their yards. Any dead plant materials are to be removed promptly due to fire hazards. Be sure you have legal counsel review your procedures and all changes made to your rules, guidelines, etc.

As a user, what can I do to help? 1. Check to be sure you don’t have any drips or water leaks in pipes or hoses. 2. Don’t let the water run while you are brushing your teeth, rinsing dishes, cleaning vegetables, etc. 3. Place a bucket in the shower while you wait for the water to heat up. The average shower uses 4.4 gallons of water per minute, so make them quick. 4. While shaving, rinse your razor in a small amount of water in your sink. 5. Only run full loads in your dishwasher and washing machine. Each washing machine load uses an average of 11 gallons of water. 6. Minimize the use of your garbage disposal. 7. Mulch around outdoor plants. 8. Use a broom to clean off your patio and driveway.

9. Be sure to utilize a spray head that can be turned off while watering outside or washing your cars. 10. Follow your local water agency’s guidelines for watering times and restrictions. We can all see the signs of California’s drought, from lower levels in streams, lakes and rivers to the brown and stressed landscape throughout the state. Water is a resource we have taken for granted. It’s now imperative that we think about how we can conserve our water usage, whether it’s at work or in our own homes.

Kay Ladner, CCAM, is an Onsite Manager with Desert Resort Management in Palm Desert. Information for this story was retrieved from www. scpr.org, www.savewater.com.au/how-to-savewater/in-the-home and eartheasy.com/live_water_ saving.htm.

MEET A BANK WITH 20 YEARS IN THE NEIGHBORHOOD. No matter what size your community is, managing it can be a daily challenge. Union Bank® Homeowners Association Services is here to help. For over 20 years, we’ve streamlined the assessment collections process for community associations with specialized tools and services powered by Union Bank product solutions and our proprietary Smartstreet® technology platform. We offer a customized HOA lockbox with same-day processing to accelerate payment collection, reduce mail-in times for checks, and provide homeowners with convenient online payment options. Whatever your needs, Union Bank provides solutions that make it easier to control your daily financial operations. Contact us today at 866-210-2333 to learn more. HOAbankers.com Smartstreet.com

www.cacm.org | Vision Winter 2014

Northern California

Southern California

upcoming courses & events

DATE

FEBRUARY

4-5 11-12 25 25 26 26 26 26

MARCH

4-5 10 11 11 12-13 18-19 18-19 19 19 25-26

DATE

JANUARY

28 28 29-30

FEBRUARY

25-26

MARCH

4-5 10 18-19 19 25 26 26

Winter Calendar COURSE/EVENT

COURSE/EVENT CODE

LOCATION

New Development Community Management The Basics of Association Management Series Assessment Collections Ethics for Community Managers Strategic Financial Planning Advanced Ethics: Leadership & Decision Making Ethics for Community Managers Conflict Resolution for Community Managers

SPC440 CMM101-102 FIN210 CMM130 FIN320 LDR500 CMM130 CMM220

Laguna Hills Laguna Hills San Diego San Diego Long Beach Long Beach Palm Desert Palm Desert

The Basics of Association Management Series Reserves - What, Why, How Ethics for Community Managers Advanced Ethics: Leadership & Decision Making Southern California Law Seminar & Expo California Law Series The Basics of Association Management Series Strategic Financial Planning Age-Restricted Active Adult Community Management California Law Series

CMM101-102 FIN200 CMM130 LDR500 LSSC CMM121-124 CMM101-102 FIN320 SPC420 CMM121-124

San Diego Online Anaheim Anaheim Anaheim Laguna Hills Palm Desert San Diego San Diego San Diego

COURSE/EVENT

COURSE/EVENT CODE

LOCATION

Ethics for Community Managers Advanced Ethics: Leadership & Decision Making Northern California Law Seminar & Expo

CMM130 LDR500 LSNC

Oakland Oakland Oakland

The Basics of Association Management Series

CMM101-102

Concord

California Law Series Reserves â&#x20AC;&#x201C; What, Why, How California Law Series The HOA Puzzle Human Resource Management Reserves - What, Why, How Ethics for Community Managers

CMM121-124 FIN200 CMM121-124 CMM100 LDR400 FIN200 CMM130

Concord Online Sacramento Concord Concord San Bruno San Bruno

Vision Winter 2014 | www.cacm.org

www.cacm.org | Vision Winter 2014

UP IN SMOKE

Three scenarios where medical marijuana became a heated issue By Patty Garcia, CCAM

The topic of medical marijuana smoke in community associations is coming up more frequently, and it can be a double-edged sword for the board. The fact that federal and state laws conflict and social acceptance varies widely makes it even more difficult to deal with. After some online research and speaking to various HOA attorneys, I am not convinced there is a clear-cut response that can be used to deal with every situation that may arise. (I bet thatâ&#x20AC;&#x2122;s a surprise!) The way a community manager deals with complaints about marijuana or any kind of smoke depends on the specifics of the situation.

Case 1: Clouded Condo One of my residents recently reported there were two young men living in the unit below who frequently smoke marijuana on their patio. Because there is no AC in the upper unit, the owner leaves the patio doors open and, as a result, he says his unit is â&#x20AC;&#x153;loomed with pot smoke.â&#x20AC;? This was a danger to his children, he said, and the board needed to stop this abomination. 20

Vision Winter 2014 | www.cacm.org

The resident of the unit above called the police, but was told by officers that because the residents below had a prescription there was nothing they could do. They also informed the resident that this was an association matter and he should demand that it be addressed by the board. I sent a violation letter to the owner of the unit who happened to be the father of the young men living in

the unit. Fortunately for the board (and for me), the father had the men move out. It was clear that this situation could have been extremely time consuming and costly to the association if the owner did not have the means to relocate the pot-smoking tenants. I quickly realized it was time to prepare a policy for the board and be ready for the next time it comes up.

THE WAY A COMMUNITY MANAGER DEALS WITH COMPLAINTS ABOUT MARIJUANA OR ANY KIND OF SMOKE DEPENDS ON THE SPECIFICS OF THE SITUATION.

Case 2: Tensions Running High Another manager in my office manages a small business park in Santa Ana where an owner bought a building (that happens to be the only standalone in the park) and opened a marijuana dispensary. Because of the age of the property, the documents are not specific about prohibiting certain kinds of business and there is no

written policy or Rules and Regulations that address this issue. Complaints from members came in daily. Because the dispensary owner advertised his business on a website called Weed Map, customers came regularly, to the point there were lines out the door. Customers would wander into other units looking for the dispensary and disrupting other businesses.

There was trash in the parking lot, speeding cars, and one morning a vehicle found in front of the dispensary smoldering and burned completely down to the frame. Other members were beside themselves and demanded that the association take action to stop the business and force the owner to cease and desist. The owner was not at all frightened or intimidated because the police and the city had been notified, and neither could do anything to stop him. The association is in the process of amending their 30-year-old documents to bring them up to date, comply with current codes

and statutes, and make clear what kinds of businesses can and cannot operate in the park. If the new CC&Rs prohibit a particular use, the association has the right to restrict that use as long as the restriction has a legitimate purpose. If the amended documents are passed, the association will have the ability to force this owner to close the dispensary. The first step in doing that is due process (just like any violation of the associationâ&#x20AC;&#x2122;s documents) by sending letters and holding a hearing. After those steps are taken, we believe the legal process will begin. As community managers, we know how that goes. Based on the ownerâ&#x20AC;&#x2122;s past behavior, Continued on page 22 www.cacm.org | Vision Winter 2014

Up in Smoke

Continued from page 21

What Does the Law Say? California is one of the more progressive states when it comes to marijuana laws, which can sometimes complicate your job as a California community association manager. If it were up to the federal government, the law would be clear cut through the Controlled Substances Act. This Act states it is unlawful to manufacture, distribute, dispense, or possess any controlled substance. Furthermore, the federal government does not recognize any acceptable medical use for marijuana, meaning that under any version of federal law, marijuana use for any purpose is illegal. California, however, has its own take on the use of medical marijuana. In 1996, California passed Proposition 215 (also referred to as the California Compassionate Use Act), the nation’s first medical marijuana law. Now referred to as California Health & Safety Code 11362.5, the law states it is “legal for patients and their designated primary caregivers to possess and cultivate marijuana for their personal medical use given the recommendation or approval of a California-licensed physician.” What does this mean for marijuana use in your association? Even if you have provisions in your CC&Rs that stipulate that any violation of a law is also a violation of the CC&Rs, the provision cannot be applied in all cases when you are trying to 22

Vision Winter 2014 | www.cacm.org

prevent medical marijuana use in your community. For example, you may be able to enforce secondhand smoke caused by marijuana in your association’s common area through a nuisance provision. However, it becomes a lot more complicated when trying to control secondhand smoke that originates inside an owner’s unit. In relation to regulating the cultivation of marijuana, the association may be able to control where the marijuana plants can be grown (i.e., only inside the unit and away from plain view). Reference “Killer Weed in the Common Area?” by Paul Windust, Esq. for more info: www.berding-weil. net/articles/killer-weed-in-thecommon-area.php. Consult with your association’s legal counsel to discuss these enforcement options and what it would take to get these incorporated into your CC&Rs if they aren’t already. Sources: Killer Weed in the Common Area? By Paul Windust, Esq. of Berding | Weil, www.berding-weil.net/articles/killerweed-in-the-common-area.php; California NORML, www.canorml.org/medicalmarijuana/patients-guide-to-california-law; FindLaw, http://healthcare.findlaw.com/ patient-rights/medical-marijuana-laws-bystate.html.

we expect a fight that drags on in court before the owner packs up and leaves.

Case 3: From Chaos to Cooperation The same manager mentioned above (she’s so lucky) had another situation in a similar business park. In fact, it was built by the same developer at the same time. The parks’ documents are over 30 years old and have not been amended. In this park the dispensary isn’t in an individual building, but has units on either side. Shortly after the dispensary opened, my colleague received several email complaints and in person visits from residents of the unit on one side of the dispensary. The first (of many) complaints reported that the offending unit “has a great deal of foot traffic, armed security outside their space, and a good deal of walk-in miscues to our office.” The follow up complaint mentioned, “The smell has reported to cause nausea, as well as blurry vision and eye irritation.” Store owners also noted that employees were “getting high, becoming nauseous and leaving work” because of the smell. The most unusual complaint (and I am very serious) was that one of the employees “wet their pants” and blamed it on the smell. During the time the complaints were flying in, the manager was in touch with the association’s legal counsel getting advice on how to deal with the situation and keeping the board updated by email. There was correspondence back and forth between the owner, tenant and the association’s attorney. In an effort to resolve the issue without going to court, the tenants of the dispensary were very cooperative and quick to

act. They secured holes and cracks in the walls of both units, installed an air filter system in their unit and placed padding around the storage area in their warehouse. They also removed the guard from the common area and required him/her to stay inside the unit while carrying a firearm. Instead of allowing the issue to linger and frustration to build, the tenants took an active role in making their neighbors happy (to the best of their ability). The way this ended is the very best scenario anyone could ask for, but unfortunately it’s not indicative of what usually happens. In closing, there are several ways to address complaints like these, and each situation has its own unique aspects that need to be considered. In reality, a manager’s best tool is being ready for anything and everything. If you don’t have specific language in your CC&Rs that addresses secondhand smoke from cigarettes, cigars, marijuana or other sources, the nuisance provision in your CC&Rs can generally be applied. You can also discuss with the board whether they want to consider enacting an anti-smoking provision as an association rule or amend the CC&Rs. Whatever path you take, when preparing a new policy or rule it is always wise to run it by the associations general counsel. Patty Garcia, CCAM, PCAM, is the President of MCM, LLC in Santa Ana.

Effective General Counsel

Successful Assessment Collection • • • •

• ADA & DEFH Compliance • Amendments to CC&Rs & Bylaws • Architectural Matters • Contracts & Insurance • Elections & Recalls • Employment Law • Legal Opinions

Timely Status Reports Responsive Paralegals Collectibility Analysis Judicial or Non-Judicial Foreclosures • Money Judgment Lawsuits • Small Claims Assistance • Post Judgment Recovery

949.322.6838 • 619.327.9026 • 760.529.5211 www.AttorneyforHOA.com

Paving the way since 1981

License #415436

amspaving.com

(800) 357-0711 www.cacm.org | Vision Winter 2014

COMBATTING OWNER APATHY THROUGH COMMUNICATION

I recently joined in conversation with a group of California community association managers, and the topic of communication came up. Welling up between the stories of frustrated coworkers

How new and tried-and-true communication tactics make all the difference

and upset homeowners was an almost palatable despair: “How do we combat the apathy?” One manager actually cried out, “They just don’t

By Scott Swinton

Vision Winter 2014 | www.cacm.org

care until there’s a crisis.”

This made me think of a homeowner who cornered me a few weeks back to ask who was going to choose which contractor would perform extensive repairs to his deck – the board of directors or the management company? “That’s the job of your board of directors,” I told him. I followed up to see how long he had lived there. “10 years,” he replied. And so it is. We don’t care until we’re personally affected. But, sooner or later an issue becomes personal, and apathy dissolves. New owners, for example, aren’t exactly rational when they find out their flooded bathroom isn’t covered by the HOA’s insurance. Special assessments are just words on a page, until they’re attached to the billing notice. But, is it possible to help homeowners care sooner? In other words, can we communicate with them proactively? I know, I know. I can hear you already: “But, I’m trying!” The phones are relentless, 50 email messages is a light day, notices are posted to bulletin boards, the community Facebook page is littered with opinion, and board meetings are, for better or worse, a dedicated forum for communication. What more can you do? In short, don’t give up. Here are some ideas being implemented by other

CACM manager members to keep you going:

and start consuming your time.

Use Messaging Services

Webcast or Skype Board Meetings

Services such as CallEm-All, CallFire, and Ez Texting allow you to send blast voice or text messages to thousands of users. Homeowners can sign up for the service and be updated about emergencies or events, such as construction and paving projects, board meetings or elections. This technique puts your message at their fingertips – can’t get much more proactive than that!

Monitor Facebook or Yahoo Groups Whether you monitor the chatter in your community on these pages or not, communication

Two possibilities lie here: 1) otherwise absent board members can help complete a quorum, and 2) the webcast can bring more community members into the meeting. In the first, the glacial lag between proposal and decision is not extended for another month. In the second, with at least one board member present, homeowners can attend from a remote location. The specifics and legality of these methods is discussed in SB 563, but in short it says that video conference board meetings are permitted, so long as all other meeting requirements are met and

most important thing to remember is keep it current. There is no better way to keep members away than to leave outdated notices dangling without updates or new posts. The definition of “bulletin” includes the words “brief ” and “news.” News is something current and pressing, and brief is, well, brief. Keep this in mind when posting to bulletin boards, and purge them of items that don’t fit the definition.

Be Personal As face-to-face communication continues to decline while we all hide silently behind our technology, don’t forget that the most effective means of communication is a simple conversation. Put someone

THESE DAYS IT’S EASY TO ABANDON FACE-TO-FACE AND EVEN PHONE CONVERSATION, BUT THE RISK OF DOING SO COULD CONTRIBUTE TO THE DETERIORATION OF OUR INDUSTRY. is happening here. Miscommunication is also happening here. A few minutes this week spent monitoring the community Facebook page may allow you to add clarity to an issue that would otherwise grow legs, walk into your office

a two-way discussion is possible.

Post to Bulletin Boards Whether the bulletin board is a physical cabinet near the mailboxes or a virtual one on the community website, the

in charge of new owners, then follow up with phone calls, visits and organized packets of information. Yes, they signed the receipt of CC&Rs. No, they probably didn’t read them. These newbie homeowners may need to be hand-fed the Continued on page 26

www.cacm.org | Vision Winter 2014

Combatting Apathy Through Communication Continued from page 25

vital information about their community. You may say you don’t have time to invest in the new owners, but someday you’ll have to make time. They’ll demand it.

Pick Up the Phone An assistant community manager called my office a few weeks ago. Her sole purpose was to inform us that a work order was headed our way and to explain the potentially confusing directive before it arrived. This person obviously understands what clear communication sounds like. She was proactive and wanted to ensure the information provided was communicated clearly by pairing an email with a phone conversation. It’s that simple! These days it’s easy to abandon face-to-face and even phone conversation, but the risk of doing so could contribute to the deterioration of our industry. Communicating well, on the other hand, will reap benefits far beyond your career. A community manager who has been in the industry for nearly 20 years once told me that, “Whenever there is a communication void, the void is filled with the homeowner’s own ideas and assumptions, and nine times out of 10 those assumptions are wrong.” Fill the void with clear, timely communication and you just may find that homeowners will start to take notice. Scott Swinton is the CEO of Unlimited Property Services Inc. in Richmond.

PROVIDING COMMUNITY ASSOCIATIONS with complete fence system solutions

MONTAGE PLUS

FENCE PRODUCTS AMERISTARFENCE.COM

| 866-702-3192

Vision Winter 2014 | www.cacm.org

EXCUSE ME WHILE I DRONE ON â&#x20AC;Ś The good and the bad of association drone use By Vicki MacHale, CCAM

While surfing my Facebook page recently, I noticed my husband had posted a link to a video taken by a drone inside a fireworks display. As I watched, mesmerized by the beauty and in awe of the technology, my husband sat beside me and enjoyed the show; a huge smile lit up his face. I pretty much knew I was already a goner; once the video was over my husband launched into a dissertation about how having a drone and a GoPro could improve his ability to catch fish. I was then treated to another 20 minute video of a drone racing across the ocean searching for kelp paddies (BORING!). He went on and on, and then started showing me prices, models and product reviews. Continued on page 28

www.cacm.org | Vision Winter 2014

Excuse Me While I Drone On… serving your communities

New Affiliate Members

CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Please join us in welcoming these new members from the third quarter of 2014!

ArborPro Inc. Yorba Linda | (714) 694-1924 www.arborprousa.com

Kone Inc. Cypress | (714) 890-7080 garth.thomas@kone.com

Benchmark Environmental The Land Solution LLC San Jose | (408) 448-7594 Santa Ana | (714) 659-6475 www.benchmarkenvironmental.com www.thelandsolutionllc.com California Coastal Patrol Orange | (714) 563-1821 www.californiacoastalpatrol.com

Platinum Resolution Services Inc. Modesto | (209) 661-4368 www.platinumresolution.com

California Stone Coating, Inc. Fremont | (510) 284-2554 www.calstonecoat.com

Property Maintenance Co. El Dorado Hills | (800) 915-5950 www.mymaintenanceproject.com

CM Squared Fremont | (510) 775-1096 www.gocm2.com

River City Restoration, Inc. Sacramento | (916) 837-2138 www.rcityrestoration.com

Commercial Tree Care Santa Clara | (925) 456-8733 www.commercialtree.com

ServiceFirst Restoration, Inc. Laguna Niguel | (855) 883-4778 www.callservicefirst.com

Gladly Centerville | (801) 695-6590 www.gogladly.com

Servpro of Fountain Valley Fountain Valley | (714) 965-4500 www.servprofountainvalley.com

IQV Construction & Roofing San Jose | (408) 638-5500 www.iqvcontruction.com

Southside Towing Orange | (949) 226-3873 www.southside-towing.com

JL Maintenance North Hollywood | (818) 508-5400 www.jlmaint.com

Spina Insurance Agency Novato | (415) 382-9714 www.farmers.com/cspina

Find an Affiliate Near You Are you in need of a service provider who understands the community management industry? The CACM Affiliate E-Marketplace is a convenient, online directory designed to make your service provider search easier. This free directory allows you to search for the type of service you need by city, county, category or name. Search now at www.cacm.org.

Vision Winter 2014 | www.cacm.org

Continued from page 27

As sometimes happens, while he was droning on and on (pun intended), my mind was wandering into unchartered territory within our industry. Apparently my very honed skill of tuning him out while pretending to listen wasn’t working very well. I don’t know what gave me away, but I can only assume I nodded the wrong way or grunted when I should have cooed. Regardless, the “Hey! You aren’t really listening to me!” snapped me back to attention. Since I was on to something big, I told him to go buy the dang thing, as it was worth $5,000 not to have to watch any more videos. Moving away from nurturing the perfect marriage, let’s discuss my thoughts on drones as they relate to our industry. I can see how this technology would be wonderful in accessing low visibility areas, such as roofs, slopes and other common areas. Reserve Study inspections, painting inspections, roof inspections, etc., all accomplished without leaving the office or comfort of a car – sign me up! The ability to respond to maintenance requests or provide information more quickly could be a wonderful thing. Recently four of my properties incurred damage during a micro-burst. The ability to send out a drone to assess the damage would have been very helpful. Landscape inspections during 110 degree heat? No problem! Of course with most good things come a few drawbacks. Privacy issues are certain to be raised. For example, Mrs. Smith in the shower while a hovering drone takes video of her window weatherproofing would certainly result in some interesting open forum discussions. Getting the drone stuck in Mr. Jones’ rose garden – not so good. Dive bombing the owner who never picks up after his dog – ah-maz-ing! Can’t you just see the neighbors congregating in the greenbelt with raised fists shouting, “Go drone! Go drone!” What about the very concerned homeowner who regales us with numerous emails and phone calls that meticulously outline the overwhelming violations of her neighbors? Can you imagine the hours spent going through videos of trash cans still on the street at 7:02 pm in the evening? I can only imagine what will happen if this technology gets into the wrong hands. (“Hello Manager, Pastor Paul is in the pool area and it is after 10:00 pm. Please send out your drone to capture this crime against nature.”) This situation is already being debated with the FAA wanting to place regulations on drone use. This is probably a good idea; as an ex-traffic controller, I can see the longterm ramifications of having drones being sucked into props and engines. Debris from mid-air collisions can certainly cause problems. For those of you who are old enough, think

“The Jetsons” on steroids. Police departments across the nation are fighting for the right to use drones, and local television networks are taking flack for their use. This issue of convenience versus safety and privacy are certain to continue for a long time to come. While the overall benefit verses drawbacks are debated, I think it is probably best for us to sit back and do nothing while we wait for the legislature to determine our authority for drone use. I’m thinking it will go something like this: “Notwithstanding provisions of your governing documents, drone use is permitted between the hours of 8:00 am and 4:00 pm on the third Tuesday of months ending in the letter ‘y,’ but only after each member has consented in writing to the use of drones within the property, and only in such instance where the month that ends in ‘y’ is subject to a full moon between the 12th and 16th of the month, but in no case where a crescent moon will be present during the 4th through the 9th. In all cases where a member’s jiggly parts may have been captured on video, the board will convene in Executive Session to review the tape and, under the provisions of the Open Meeting Act, will generally disclose what was witnessed at the first Open Session meeting following the viewing.” Vicki MacHale, CCAM, is the Executive Director of ARK Management, a subsidiary of Stos Robinson Companies, in Cardiff by the Sea.

Community Association Loans All the right tools for your next project.

How will you fund your next community project? Get the job done right with the Community Association Loan toolkit. You’ll get custom financing that’s perfect for your budget and your community. Your Community Association Loan toolkit includes: • Competitive interest rates • Flexible payment plans • Innovative loan structures • Fixed rate loans • Non-revolving lines of credit

Get the cash you need today. Lisa Ann Rea

Jack Brandt AMS

VP/Regional Account Executive 805.907.8452 Toll Free 866.800.4656, ext. 7500

AVP/Regional Account Executive 510.921.0124 Toll Free 866.800.4656, ext. 7579

lisa.rea@ mutualofomahabank.com

jack.brandt@ mutualofomahabank.com

Brendan Concannon

Regional Account Executive 619.961.6346 Toll Free 866.800.4656, ext. 7480 brendan.concannon@mutualofomahabank.com

Member FDIC • Equal Housing Lender AFN45403_0213

Equal Housing Len

National Corporate Member of Community Associations Institute

CACM Affiliate Member

www.cacm.org | Vision Winter 2014

STEER CLEAR WITH A

PROFESSIONAL MANAGER AT THE HELM

homeowners association is a business and a business needs to be managed. Oftentimes, when accepting the role of board member, you are put into a boat on a fast-moving river without oars and told to navigate as best you can.

helping to avoid dangerous rapids and overseeing administration of the corporate operations. Here are just a few of the many things a professional, certified manager can offer you:

HOA board members may come to the board without prior experience and serve for shorter terms than many other types of corporate boards. For this reason, an HOA board of directors is smart to take on a professional manager as an ally and expert in management of their business.

Continuity: It may be typical for your association board to welcome new members year after year. Your manager can help provide continuity through these frequent changes by ensuring the board continues to follow through with corporate policy that has been set in prior years.

A professional manager is not only the keeper of corporate history, but also the person who can navigate that fast-moving river since he or she has the expertise in exactly this realm. Your manager is the one who provides professional guidance and advice as the board sets policy,

Operations Oversight: When you hire a CACM Certified Community Association Manager (CCAM) or Master of Community Association Management (MCAM), you are getting more than someone with great business traits. You are hiring a person with the formal training needed

Vision Winter 2014 | www.cacm.org

BY LORI STORM, CCAM

to manage the day-to-day operations of the association (a.k.a., the corporation). The manager is the operational heart of the corporation, ensuring all parts of the business work smoothly and in line with policy. Expert Guidance: A California certified manager has the knowledge and depth of experience to advise the board wisely and provide action plans that are the result of ideas tested throughout the state and found to be effective. A professionally trained manager is someone who is knowledgeable about HOA finance, industry standards, new case law and effects of legislation, as well as someone who understands administration as it applies to community management. Expert Connections: Sometimes a board must rely on subject matter experts to make informed decisions. In addition to sharing his or her expertise on various aspects of association management, a CACM certified professional manager also has access to an entire network of managers and industry professionals. Your manager can help you access and consult with expert service providers on a variety of HOA issues when the need arises, helping you and the board make decisions in the best interest of the community. Law Compliance: Even if you read the laws pertaining to HOAs, it is not always clear how to translate that law into your day-to-day operations. Not to mention, there are more than 1,200 laws governing California HOAs, which is a lot to keep track of and comply with. CACM certified managers are trained to understand and ensure compliance with all of California’s HOA laws, and they are accustomed to working closely with industry experts who can help offer the board advice on best practices in all areas of the law. Governance: Are you ready to put policies in place? Your manager can help you and your fellow board members build a set of policies

to guide the direction of the corporation in carrying out the fiduciary responsibilities of the board. Policies enable boards to be proactive and forward thinking in their duties. A certified manager can help craft policies that will allow the board to be freed from minor operational decisions, while ensuring the board’s desires are handled wisely. Point of Contact: A homeowner’s association is much bigger than the boardroom; it also involves contact with and issues surrounding owners, tenants, sub-contractors and public entities. Professional community managers are accustomed to acting as a liaison between the association and these outside parties. He or she is comfortable and confident in being the voice of the board of directors and the association among these different audiences. In addition, your community manager can help administer necessary association communications, including election materials, violation and meeting notices, and the association newsletter. Strategic Vision: A professional community manager is trained to monitor countless areas of the association, from the common ground maintenance to the annual budget. It’s important to have a strategic plan in place to avoid financial pitfalls and maintenance mishaps. Your manager can help the board develop and implement a strategic plan to stay on top of maintenance issues, budget development, insurance needs and more. With your manager handling the tiller of your boat and navigating through rough waters, you and your fellow board members will find your journey along the river nothing but smooth sailing. Lori R. Storm, CCAM, is a District Manager with FirstService Residential California, LLC, in Gold River.

CACM’s “In the Boardroom” feature is intended to provide key trends, tips and practical advice for association board members. For easy sharing, you can also access this and other archived articles online at www.cacm.org. www.cacm.org | Vision Winter 2014

achieving professional excellence

Congratulations Managers

It is with pride that we recognize managers who have taken the next step in their professional career by pursuing advanced educational opportunities. Congratulations to our newest Certified Community Association Manager (CCAM) and Specialty Certificate recipients for the third quarter of 2014.

NEW CCAMs Kristina N. Alvarez, CCAM Kayo Armstrong, CCAM Amanda Barry, CCAM Nichole R. Boone, CCAM Jennifer L. Boulanger, CCAM Michael J. Brookes, CCAM Laura E. Correll, CCAM Robert M. Curran, CCAM

Catie Reid, CCAM

SPECIALTY CERTIFICATES

Rikki L. Richter, CCAM

High Rise Community Management

Marisa Rings, CCAM

Robin Romo, CCAM

Kristy M. Stenger, CCAM Lisa K. Stewart, CCAM Dennis Teece, CCAM Maria J. Villegas-Hoppe, CCAM Mandi M. Winnicki, CCAM Richard Wyatt, CCAM

Lauren K. Donovan, CCAM Kailey Fisk, CCAM Robert E. Freels, CCAM Leo G. Gonzalez, CCAM

CACM Certification Programs Want to enhance your career and display a competitive edge? CACM offers three credentialing programs for community managers:

Thomas T. Johnson, CCAM Jay T. Kacirk, CCAM Heather A. Killian, CCAM Amber N. Korody, CCAM Vicky L. Lentz, CCAM Christine J. Markey, CCAM Lisa M. Marrone, CCAM Paul C. McGillicuddy, CCAM Lisa B. Mitchell, CCAM Richard A. Monson, CCAM Jesse Moreno, CCAM Adrianna Nand, CCAM Nora V. Nguyen, CCAM Darlene Norton, CCAM Rachel Padilla, CCAM Anne Paone, CCAM Christine M. Peters, CCAM Susie M. Pewitt, CCAM Lori M. Pillatzke, CCAM Ryan A. Preston, CCAM

Vision Winter 2014 | www.cacm.org

• Certified Community Association Manager (CCAM) certification • Specialty Certificate Programs • Master of Community Association Management (MCAM) certification Learn more about these programs at www.cacm.org.

YOU Are Champions! Spread the Word.

As a California Certified Community Association Manager (CCAM), you are a champion for the communities you serve. And we’re celebrating your success through our “Community Champions” consumer awareness campaign. Help us spread the word and proudly promote your profession by sharing www.MyCommunityChampion.com with your HOA boards and colleagues on your company website, Facebook, Twitter and other social media channels. You can also find more ways to share the campaign and the benefits of professional community management at www.cacm.org.

MyCommunityChampion.com Empowering Managers. Enriching Communities.

www.cacm.org | Vision Winter 2014

California CID Stats an California CIDs By Size

In the past two years, the number of common interest developments (CIDs) in California has increased by 2.8%, with the most significant growth (3.7%) in Northern California; Southern California saw a 2.3% increase. This means California is now home to more than 50,000 CIDs statewide! This growth is no surprise, as millions of Californians are able to enjoy more affordable home ownership, life enhancing amenities, and a sense of community through CID living. The increase in associations also means the need for qualified, 2014 professional community managers remains strong.

50,223

CACM is proud to offer programs Total numb designed to prepare California community managers for their critical roles in the CID industry. Educational courses, certification programs, legislative advocacy and a network of likeminded professionals are just a few of the many ways CACM supports your success. associations er of community

CALIFORNIA BRE SUBDIVISION FILINGS According to the California Bureau of Real Estate (BRE), more CID growth could be coming in the future.

Increase in CA BRE subdivision filings from 2012 to 2013

Increase in CA BRE subdivision filings for the first 8 months of 2014 versus the first 8 months of 2013

12.5%

Source: www.dre.ca.gov/Developers/NewSubFilingList.html

or less. These fit the definitions of small developments. Condominium-style developments remain the most prominent, and make up of all CIDs in California.

56%

Planned Unit Developments follow condominiums in popularity, and constitute of all CIDs in the state.

33%

in California

By taking advantage of the professional growth opportunities CACM has to offer, you are setting yourself up for success as our industry continues to grow. This 2014 industry snapshot proves just how indispensable you and your expertise are to millions.

43.74%

68% of CIDs in the state have 50 units

Vision Winter 2014 | www.cacm.org

14.3 million Estimated number of Californians living in CIDs â&#x20AC;&#x201C; about 38% of the stateâ&#x20AC;&#x2122;s population

Aggregate for C

nd Figures

2,247

CACM manager members statewide who represent the group of professionals overseeing California CIDs

CALIFORNIA COUNTIES WITH COMMUNITY

AGE NUMB E ER V

UNITS I N OF

ASSOCIATIONS

$219,000 Average a n revenue o nual estimated f a Californ ia CID

CIDS FROM COUNTY TO COUNTY

LIFORNIA CA C

The following is an estimated count of homeowner’s associations, by county, in the state of California. This data is subject to change without notice and is provided for informational purposes only.

$11.2

LLION

e annual estimated revenues California associations

COUNTY NUMBER OF ASSOCIATIONS Alameda................................................................. 2,011 Butte.......................................................................... 191 Contra Costa......................................................... 1,270 El Dorado.................................................................. 235 Fresno . ..................................................................... 473 Kern .......................................................................... 460 Los Angeles ........................................................ 15,317 Marin ........................................................................ 526 Mono ........................................................................ 172 Monterey . ................................................................ 394 Napa ......................................................................... 182 Nevada ..................................................................... 268 Orange................................................................... 4,726 Placer ........................................................................ 647 Riverside................................................................. 2,307 Sacramento . ............................................................ 970 San Bernardino . ................................................... 1,057 San Diego ............................................................ 6,610 San Francisco......................................................... 2,782 San Joaquin.............................................................. 363 San Luis Obispo....................................................... 640 San Mateo . ........................................................... 1,005

Santa Barbara …………………….…...................... 879 Santa Clara............................................................. 2,415 Santa Cruz................................................................. 590 Solano ………………………………...................... .262 Sonoma.................................................................... .689 Stanislaus.................................................................. 234 Tulare......................................................................... 198 Ventura................................................................... 1,053 Other Northern California Counties (25)............ 1,196 Other Southern California Counties (3) .................. 95 Northern CA (45 Counties)................................. 16,881 Southern CA (13 Counties)................................ 33,342 TOTAL.................................................................. 50,223 associations Reprinted with permission of Levy, Erlanger & Company, CPAs, San Francisco, California. Contact info@hoa-cpa.com for additional information.

www.cacm.org | Vision Winter 2014

WORLD CLASS Your WORLD is managing communities Time to move to the head of your CLASS

Our cloud-based solution enables you to: Manage your communities from any device, anytime, anywhere Effectively and easily manage all your tasks, emails, work orders, and inspections Keep your board members informed with all answers at your fingertips

Familiar App Interface cIRAMOBILE cIRA Home

November 2013 Management Report

My Communities

My Properties

Tasks Summary

My Files

Report Description A Task is an association ation management business matter that requires action and is created by, and/or assigned to either a management company employee, such as the Community Association Manager, or Board Member. All open action items, other than repair repai and maintenance tasks, should be documented in the Tasks List to clearly track and manage open issues through to completion. Repair and maintenance tasks are typically managed using Work Orders although some Tasks may create the need for an underlying Work Order and can be linked to a Work Order. Board Members can create, update and monitor Tasks by accessing the Board Portal at www.ciranet.com . See additional information regarding Tasks at http://www.ciranet.com/SWP/Tasks_Summary_Report.pdf .

Calendar

My Work Inbox

Settings

Tasks Dashboard Condition

Metric 0

Open Tasks Past Due Tasks

Status

Comment / Recommended Action There are currently no open tasks assigned to the Community Association Manager or any of the Board Members. Please ensure all outstanding issues are documented on the task list.

Tasks Due Within the Next 30 Days

Tasks On Hold

Tasks Completed or Canceled Since 10/01/2013

There are currently no open tasks with a status of "On Hold."

Inspection

Completed/Canceled Board Tasks from 10/01/2013 through 11/14/2013

Home

Sign Out

# 1

Task ID 35301

Item Ocean Colony Reserve Study Proposal FY 2014

Status Completed

Responsible dagmar.wachter

Created By dagmar.wachter

Due Date

37394

Financial account Balance Review

Completed

ahu6716

dagmar.wachter

11/14/2013

38800

4Q 2013 Ocean Colony Newsletter Conten Content

Completed Complete

dagmar.wachter

rachel.mills

10/07/2013

38844

2013 Engagement Letter

Completed

dagmar.wachter

laura.jones

10/07/2013

November 2013 Management Report

Interactive Graphic Map Display

Work Order

10/31/2013

2 3

Page 14 of 60 Prepared on November 14, 2013

Community Stats at a Glance

Perform Complete Processing on the Fly

Community Management Software and Solutions Call today to learn how you can leverage our fully integrated, easy-to-use solutions that will provide the transparency and visibility you and your communities deserve.

t. 855 255 9541

www.CiraConnect.com

Landscape Trend: Softer Pesticide Products “Soft chemistry” is a new, exciting trend in lawn and shrub care. This new buzzword refers to products that are milder, with less impact on the environment. Here are some favorite new players: Fiesta: A bio-herbicide made of chelated iron. It controls broadleaf weeds, such as clover and dandelions, in turf grass. For associations with children and pets, Fiesta is a great option. Avenger: An herbicide that is OMRI certified (Organic Materials Review Institute), with citric acid as the active ingredient. It works great on smaller weeds in cracks and shrub beds. Azatrol: An insecticide that is also OMRI certified. It controls aphids, mealybugs, whitefly, thrips and spider mites. Organic Fertilizers: These are now sold under several brand names. New synthetics are also available that release slowly over time, reducing pollution of our waterways. Associations have unique needs. Your landscape professional now has more options to meet these. Contributed by Paula Tusler, Sales & Marketing Manager for Gardeners’ Guild in Richmond.

We Don’t Stop Caring At Sunset!

Sunset Landscape Maintenance Inc. Est. 1976

(949) 455-4636 :: jim@sunset-landscape.com

Vision Winter 2014 | www.cacm.org

LOOK OUT! Four Lessons You Should Learn Now

Companion Pot Belly Pigs

Competing Interest Developments

Conservatorship for Open Areas

You see “companion animals” at department stores, grocery stores and even at your local restaurants. They are infiltrating our communities. Pet owners can buy a certification online without even having the animal trained, which aggravates the problem. Community managers are seeing a growing trend for companion animals (dogs, cats and even pot belly pigs!) “needing” access to pet-restricted communities.

Many of the urban condo projects being developed in California today are mixeduse. (CACM showcased this urban infill trend in “The New Shape of California Communities,” Vision Winter 2005.)

If you have an association with an open preserve area, you can learn a valuable lesson from a manager member in Carlsbad. Her 15-year-old association was one of the first to own an open preserve area with public access and deed restrictions. With great benefits and minimal responsibility as the selling points, the association deemed that a conservatorship was not necessary to oversee the area at the time. Unfortunately, the recent wild fires in San Diego destroyed nearly 80% of the open space and left the association with over $100,000 in damages. Federal, state and city officials provided regulation information that must be followed to restore the area, but the financial aid given to this community was minimal.

LESSON LEARNED? Make sure your CC&Rs protect your associations’ interests.

They create live/work opportunities, transitoriented development and maximize the efficiency of a high-density location. Fast forward a decade and you have shop owners/office workers with customers and clients on the first floor generating noise, foot traffic and vehicular traffic – versus the homeowners on the upper floors who seek peace and quiet. LESSON LEARNED? Concrete rules that are clearly communicated and adhered to can help reduce mixed-use “neighbor” disputes.

LESSON LEARNED? Set up a conservatorship or extra funding for potential restoration in the future.

Emerging From Rough Economic Times We’ve seen boards recognized by owners on fixed incomes as heroes when they've kept dues increases “flat” by deferring contributions to reserves and foregoing needed maintenance projects during the recession. Now those same fixed-income owners are facing large, unanticipated special assessments to resolve maintenance issues that should have been addressed years ago. Now who’s the hero? And who will be the scapegoat? LESSON LEARNED? Community managers can use this example to professionally guide their boards’ decision-making process and ensure the future financial health of their associations.

www.cacm.org | Vision Winter 2014

The Evolution of CACM Education

very once in a while a visionary comes along who creates something out of nothing. CACM’s founding members had a vision 23 years ago when they formed CACM – a professional association created by community managers for community managers. These bright individuals foresaw the need for career and professional support to ensure success in their field and quickly started developing the foundation to support California community managers. From those beginning days till today, CACM has always taken pride in being the organization that is forward thinking and develops curriculum to meet the future needs of its members. We don’t just identify trends; we actually create them. Several milestones include:

• Introduced the title of “community manager” in the 1990s, which is now readily accepted as the term to identify those who manage associations. Vision Winter 2014 | www.cacm.org

• In 1992, CACM proudly began offering the CCAM certification, which established core competencies and standards of practice where none previously existed.

• CACM hired the Forbes Group in 2008 to conduct an environmental scan that identified aging in place as a trend with tremendous growth potential over the next 20 years. The Age-Restricted Active Adult Community Management course was created as a result to prepare members for this growing market.

• In 2010, CACM introduced the first specialty course as part of a new Specialty Certificate program. This award-winning education program now allows managers to pursue specialized education and career opportunities in high rise, large scale, portfolio and new development management.

• In 2012, CACM introduced the Master of Community Association Management (MCAM) certification, the highest level of mastery and expertise a community manager can attain in California.

SPC450 Commercial & Industrial CID Management: A new specialty course that provides information and resources necessary to manage commercial and industrial CIDs and commercial sub-associations within mixed-use and industrial subdivisions.

• In 2014, CACM introduced the My Community Champion public relations campaign through TV and radio spots, helping educate the more than 14 million homeowners who live in California CIDs about the importance of California-specific community management certification.

And when you can’t come to us, we are equally proud to offer you greater flexibility than ever before in earning continuing education units. You can request courses for your area, host private offerings, or attend webinars and online courses. Developing our online offerings will be an ongoing priority, and we will announce new offerings as they become available.

We will carry forward our proud tradition of identifying your needs and keeping you professionally competitive. For now, we’re very excited to introduce our newest offerings available in 2015:

Continue to let us know your thoughts and education needs. We are always listening and ready to be your onestop resource for California-specific education.

SPC440 New Development Community Management: A new specialty course that provides an understanding of working relationships and processes employed in creating and transitioning developer controlled CIDs to owner involved associations.

www.cacm.org | Vision Winter 2014

STILL NO FLYING CARS! By Dean Jackson, CCAM

Well here we are again, looking through the crystal ball at what we hope, expect or dread in the coming years of the community management industry. Emerging trends! Sometimes we are right, sometimes not, but itâ&#x20AC;&#x2122;s fun to imagine.

Vision Winter 2014 | www.cacm.org

Back in 2009 I wrote an article for the Emerging Trends issue entitled “Where are the Flying Cars?” In the five intervening years there has been some technological progress, and I have rethought some of my hopes and desires, but I still have to brave traffic every day. Here are the things I wished for back then. Flying Cars: We still don’t have them. I’m still stuck in traffic several hours a day and it’s getting WORSE! There have been some prototypes tested in the past year or so, but nothing is coming to market. I still believe that this would save money and heartache. Fewer road repairs, less road rage, no flat tires. To be fair, there have been some advances in automotive technology. Hybrids are ubiquitous (they can even drive in their own lane!), Elon Musk has revolutionized expensive, I mean electric, cars, and even Google is getting in the act with driverless cars. So now I ask again, where are the flying cars? I’d even take a hybrid driverless flying car, or at the very least a car with puncture resistant tires or a freeway with no nails! Video Telephones: We’ve got them! Rest assured that between Skype

CAPTAIN KIRK HAD A COMPUTER THAT TALKED BACK, NOW SO DO I – AND SHE HAS AN ATTITUDE! or any device beginning with “i,” we can see each other when we call. As they say, be careful what you wish for! There are some things you just can’t un-see. (A bit of advice, don’t call your brother in law before he’s had his morning coffee; I’ve had less frightful times at a horror film.) This is, however, useful technology. It enables meetings without leaving the office, as well as our brave armed forces personnel to see their families from half a world away. Now, if we could combine photo editing software with the video feed maybe we can avoid an early morning fright show. Wrist Radios: In 2009 I suggested this was an easy fix. After all, Dick Tracy had one; all it takes is attaching a wrist band. Now we have Smart Watches! All of the stuff in our smart phones can now be on our wrists. Of course, you still need to tether to a smart phone to make it work (experience dictates that all smartphones may

not be all that smart), and the devices are not quite fashion forward. Still, progress is progress. Holographic Communication: They have this in the movies but in the five years since I mentioned it I have not seen much progress, aside from Tupac’s surprise appearance at Coachella last year. Come to think of it, a number of late musicians are putting in holographic performances. Maybe if we put a concert promoter on this we can get quick results … that holographic board meeting can have a back beat and exorbitant ticket prices. I have, however, revised my opinion on how important this technology might be. If video calling is frightening, imagine it in 3D and with groupies! Computers That Talk Back: Captain Kirk had one, now so do I – and she has an attitude! Why can’t Siri just answer a simple question without being Continued on page 42

www.cacm.org | Vision Winter 2014

Still No Flying Cars! Continued from page 41

snarky? If I wanted snarky I could just borrow one of my friends’ teenage kids. Of course, I could change Siri’s voice to make it more interesting. Maybe an Australian guy who could offer me a beer and shrimp on the barbie? But, I’ll strike that idea for fear that my wife may think he’s a better conversationalist than me; then I’d never get my iPad back. Food Replicators: No such luck! Wouldn’t it be nice to eliminate trans fats with a touch of a button? Wouldn’t it be wonderful to get a burger without the drive through (or fly through … still hoping)? Tea, Earl Gray, Hot – come on guys! Push Button Work Stations: Well, now I can work standing up, sitting on a large rubber ball (no kidding) or walking on a treadmill! I understand these developments are all geared to the health conscious. George Jetson had a push button work station and I want one, too. Of course if I have one of those I’d have to get rid of my treadmill; kind of counterproductive and a bit hypocritical if I had both.

Helping Community Associations Find Their Way Providing practical legal solutions to common interest developments in: • Governing Document Interpretation and Enforcement • Contract Negotiation and Preparation • General Counsel Service • Litigation, Trial and Appellate Advocacy

Five years have come and gone and I still can’t fly to work, I don’t want to see the person on the other end of the call, my computer has more attitude than my mother-in-law, and my “smart watch” has all the style and none of the groovy tunes of an 8 track tape player. All in all I kind of like where we are right now. While I’d like a food replicator, could it really take the place of the nicely grilled steak that I’ll be having this evening? Now, if I could get a transporter machine that would be something! Dean Jackson, CCAM, is the General Manager at Pacific Park Plaza HOA in Emeryville.

LOOKING FOR A JOB OR A QUALIFIED CANDIDATE? In 2014, 580 community managers posted their résumés to CACM's Career Network. Consider this exclusive job board, designed for the California community management industry,

Neuland & Whitney, APC

for your next job or candidate search.

(949) 766-4700 www.neulandandwhitney.com 22342-A Avenida Empresa, Ste. 100 • Rancho Santa Margarita, CA 92688 42

Vision Winter 2014 | www.cacm.org

Visit www.cacm.org to get started.

“We’re a Team of Responsive and Experienced HOA Banking Professionals.” Teresa Powell, Executive Vice President HOA Specialty Banking

Service • Payment Solutions • Loans Revenue Generation • Local Remittance

Kimberly Bohn Senior Vice President, Manager kimberly.bohn @ focusbusinessbank.com 408.200.8730

Geri Kennedy Vice President, Relationship Manager geri.kennedy @ focusbusinessbank.com 408.200.8721

Karl Lofthouse Vice President, HOA Specialty Lender karl.lofthouse @ focusbusinessbank.com 408.200.8744

focusbusinessbank.com 10 Almaden Blvd, Suite 150, San Jose, CA 95113 408.288.5900 Equal Housing Lender | Member FDIC

www.cacm.org | Vision Winter 2014

The End of an Era Honoring Karen Conlon’s 22-year legacy at CACM By Melinda Young, CCAM, PCAM

Six months after CACM was founded, Karen was hired as its first President and CEO in 1992.

Vision Winter 2014 | www.cacm.org

art of our common life experience is the feeling of not appreciating what we have until it’s gone. While Karen Conlon, CACM’s President & CEO, is and has been appreciated by the current and past Board of Directors, looking for her replacement has been a time of great reflection on all she’s accomplished for CACM and this industry. Six months after CACM was founded, Karen was hired as its first President & CEO in 1992. She worked out of a one-room office that was loaned to the organization by a founding Board member, Jeff Olsen. At that time, there were 27 Board members (wow!) who were committed to CACM’s principles of being “created by community managers, for community managers.” Within three years under Karen’s leadership, CACM grew into an organization with more than 600 members and a full-time staff of four. “I was often struck by the commitment of the Board members and volunteers when they spoke about the organization and its purpose,” Karen recalls. “I could hear the passion for the industry in their voices. I was impressed by their candor because it matched my own personal belief in developing an open, honest and trustworthy organization at a time when the word ‘transparency’ hadn’t even been coined as a buzzword. We were very focused on the goals and aspirations of this young organization that pledged to self-govern and protect the rights of community managers statewide,” she says. CACM’s Board currently has 15 directors who operate under the Policy Governance® model, which was adopted in 2006 through the recommendation of Karen and other Board members. This form of governance provides for a more effective operational model and requires the Board and CACM staff to be a membership driven organization. In the past 20-plus years, Karen has worked directly with 12 different Board Chairs, guiding those individuals through the trials and tribulations of their leadership position. Safely speaking for each one of these dedicated volunteers, the role of Chair would be almost impossible without Karen’s guidance. With her dedication and the commitment of those around her, Karen has been able to continue CACM’s legacy of best practices, ethical behavior and professional

With her dedication and the commitment of those around her, Karen has been able to continue CACM’s legacy of best practices, ethical behavior and professional education programs.

education programs. Currently, CACM offers more than 200 educational programs every year, and the membership has reached more than 2,700 members with 1,575 proudly offering their services to clients as Certified Community Association Managers (CCAMs). Karen and the CACM staff have also continued to expand educational offerings and certification programs. Over the past five years, CACM has developed Specialty Certificates in four different areas of expertise. A master’s program for managers has also come to fruition through the new Master of Community Association Management (MCAM) certification. Karen’s influence and direction has also extended beyond CACM. Her participation in legislation and our state political process has been instrumental in the protection of managers’ and management companies’ rights. One of the most notable achievements under Karen’s tenure was the passing of CACM-sponsored Assembly Bill 555 in 2002. When signed into law, the state mandated that in order to be considered certified, managers were required to meet specific educational requirements and qualifications. CACM was the organization designated to provide those requirements and administer the qualifications. Karen’s dedication to promoting favorable legislation has continued, as CACM has been able to influence innumerable industry issues ranging from assessment increase caps to the recent revisions to the Davis-Stirling Act. In the past two years, Karen has also been deeply involved with the development Continued on page 46 www.cacm.org | Vision Winter 2014

The End of an Era

Continued from page 45

and launch of a new branding and consumer awareness campaign for CACM. She has worked tirelessly with CACM’s PR team to establish a statewide campaign celebrating managers. “My Community Champion” is designed to reach those outside our industry who may be unaware of the efforts, dedication and commitment community managers impart in communities across California. How will it be possible to replace Karen? Quite simply, it isn’t. Karen’s influence on CACM, as well as on community managers, management companies, service providers, legislators and others throughout California (and even the country), is immeasurable. She has pushed and carried CACM to become the organization it is today. Hers will be big shoes to fill. The great news is that CACM is positioned to step out into a new chapter, with a new CEO and new aspirations. While her last official day will happen this year, please plan to attend CACM’s 2015 Law Seminar & Expo events in both Northern and Southern California so you can applaud Karen and her successes and welcome our new President & CEO, David Zepponi. Here’s to an incredible and unforgettable era, Karen! Melinda Young, CCAM, PCAM is Senior Vice President of Walters Management in San Diego, as well as Chair of CACM’s Board of Directors.

Vision Winter 2014 | www.cacm.org

Karen Conlon’s Imp Six months after CACM is founded, Karen Conlon was hired as the organization’s first President & CEO.

CACM expand programs to m offer

CACM’s Certified Community Association Manager (CCAM) program is introduced at a breakfast event. The keynote speaker, the DRE commissioner, endorses CACM’s efforts.

Karen begins sharing her expertise by providing training and education to various groups on corporate governance, duties and responsibilities, strategic planning, management analysis and standards of care.

1992

Senator Barb of the Senat on Housing a appoints Kare Stirling Wo review and rev Stirling Com Developm

1997

1995

1994 CACM’s Law Seminar debuts in San Francisco with more than 300 attendees. CACM also hires a professional lobbying firm in Sacramento to support the industry’s best interests.

1996 Karen begins serving as an Expert Witness for various depositions and trials on the subject of fiduciary obligations for CID boards; community management standards and business practices; CID architectural standards; mold and construction defect; rules and regulations; developer issues; and more.

in b

mpact on CACM and the Industry

ds its education more than 100 rings.

bara Lee, Chair te Committee and Land Use, en to the Davisork Group to vise the Davismmon Interest ment Act.

California Assembly honors CACM with a formal resolution “for its important role in the enhancement of professionalism among community association managers and the common interest development community-at-large.”

Karen is honored with CACM’s Lifetime Achievement Award through nominations by her industry peers and board members. She also receives her seventh nomination for the Orange County Business Journal’s Women in Business Awards.

2006

CACM’s new Master of Community Association Management (MCAM) certification program debuts, offering California community association managers the highest professional recognition available in the state.

2011-2012

2014

2002

AB 555 is signed into law, officially recognizing the CCAM designation in California. As an important disclosure nitiative, AB 555 mandates that in order to be considered a “certified common interest development manager in California, an individual must meet specific educational requirements and qualifications.

CACM’s Specialty Certificate Program debuts, with certificates available in High Rise and Large Scale Community Management. The program now includes certificates in Portfolio Management and New Development Community Management.

2008 CACM hires the Forbes Group to conduct an environmental scan to analyze economic factors that will impact the community management market in California. The results enable CACM to publish an informative booklet that gives a comprehensive, positive overview of the CID industry.

CACM’s statewide public relations campaign, My Community Champion, is launched to promote awareness among consumers regarding the community association management profession and the importance of working with certified managers. Karen is presented with a Joint Resolution by California Assembly Member Ed Chau and State Senator Mark DeSalunier honoring her many contributions to California’s community association management industry.

www.cacm.org | Vision Winter 2014

Member News

With thousands of members spread out across California, CACM strives to keep in touch with all of our members’ latest happenings.

he Member News page is CACM’s online bulletin board designed to feature our members’ most recent news, both personal and professional. Select stories are also featured in Vision magazine. Here are some of our latest submissions:

AUGUST 2014 ROSEMAN & ASSOCIATES WELCOMES NEW ASSOCIATE Roseman & Associates, APC, a CACM affiliate member, is pleased to announce David A. Taran, Esq. has joined the firm.

Lauded for her ability to find practical and efficient solutions to client matters, Sue has developed a special expertise in document interpretation, amendment and restatement. She is a frequent lecturer on new legislation and is a CACM faculty member. Congratulations to Sue on attaining this new leadership position.

SEPTEMBER 2014 BAY AREA PROPERTY SERVICES COMPLETES ICE BUCKET CHALLENGE

In addition to Taran’s real estate background, he has experience representing homeowners in Homeowners Bill of Rights action, housing discrimination, administrative trials, and mediation. He will be handling general real estate and construction defect litigation for the firm’s HOA department. Taran received his law degree from the University of California, Davis, where he participated in many programs, including moot court and clinical externships, and received a Public Service Honors Award in recognition of his work in the public sector.

SUSAN M. HAWKS MCCLINTIC NAMED CO-MANAGING SHAREHOLDER OF EPSTEN GRINNELL & HOWELL The shareholders of Epsten Grinnell & Howell, APC are pleased to announce that Susan M. Hawks McClintic was named co-managing shareholder of the firm effective August 1, 2014. Sue will work hand in hand with senior managing shareholder Jon H. Epsten. Sue has been an attorney at the firm for 24 years and the head of its transactional department for six years. Sue has been involved in all aspects of the firm's operations for many years and is a welcome addition to the management team.

Vision Winter 2014 | www.cacm.org

On September 5, Bay Area Property Services (BAPS), a CACM Management Firm Council member, put their executive team up to the ice bucket challenge. The team willingly accepted and decided to both complete the challenge and make a $500 donation to AdvocureNF2, which funds research to cure Neurofibromatosis. This photo shows BAPS team members (from left to right) Al Cui, division manager; Brad Sheehan, office manager; Amber Nelson, vice president; and Michael Dellinger, president and owner. “At BAPS, we consistently look for ways to give back, and this is just one of many,” says Dellinger. For more information on AdvocureNF2, visit www.advocurenf2.org. Every dollar helps save lives!

REBECCA GROENEWOLD, CCAM FEATURED IN UT SAN DIEGO CACM member Rebecca Groenewold, CCAM was recently featured in the UT San Diego for the efforts of her associationâ&#x20AC;&#x2122;s Board to save thousands of dollars through calculated watersaving tactics. Groenewold became the general manager of Ocean Hills Country Club (OHCC) in Oceanside in 2011. After being hit with impending water cost hikes in 2009, the Board of Directors decided to cut water use by 20% and developed a plan to replace large turf areas with low-water plants. Although initial bids for the work came in as high as $600,000, with rebates from MWD and the City of Oceanside, the project cost OHCC less than $30,000.

Did you know that topics for CACMâ&#x20AC;&#x2122;s educational events (like Forums and Law Seminars) come from members like you? Your voice counts! Let us know what topics we should be presenting for CEUs. To submit your topic idea, log in to the Members Only Section at www.cacm.org, click on Manager Members on the left, then Suggest a Topic on the right.

OHCC also installed smart irrigation equipment to further control costs and is planning to use recycled water for landscaping needs in the near future. Congrats to OHCC and the community for making such smart water choices! Read the full article at www.utsandiego.com/news/2014/aug/31/ tp-homeowner-associations-gain-tips-on-watering/.

www.cacm.org | Vision Winter 2014

THE IMPACT OF GOING DIGITAL Why CACM’s new app is good for you and the environment, too There are more than a few reasons why CACM is upgrading the Law Seminar & Expo experience with a new app. The main reason, of course, is to give all of our attendees a more interactive, memorable and fun experience.

After all, the main reasons to attend the Law Seminar & Expo are to learn, connect with colleagues and enjoy time away from the office – and the CACM Events app helps you accomplish all three: • Access session materials (and your notes) before and after the event • Personalize your schedule, set reminders and make appointments • Easily exchange contact information with managers or vendors • Mark exhibitor booths you want to visit in the Exhibit Hall • Monitor event activities on social media channels • Play to win in the photo scavenger hunt

Vision Winter 2014 | www.cacm.org

See for yourself why this new digital experience is a move in your favor. Visit the app store on your iPhone, iPad, Android, tablet or other mobile device and search for CACM Events to download our new app for free. After registering for the event, you’ll receive the event code to access app content.

Environmental Impact By housing all of these great features in one place, CACM is able to forgo printing a program and syllabus for these annual events – which results in substantial environmental savings. For instance, the syllabi and conference programs for last year’s Northern and Southern California Law Seminar & Expo events required 245,900 pieces of paper – that’s equivalent to about 5 tons of wood or 30 trees. The production of that paper also required 28,098 gallons of water, produced 6,887 pounds of CO2 (a greenhouse gas) and generated 2,363 pounds of solid waste. In addition, the paper production process released 33 pounds of sulfur dioxide, which contributes to air pollution problems like acid rain and smog. To put this one in perspective, one 18-wheeler truck emits 5.5 pounds of sulfur dioxide each year, meaning the paper used for these events produced the equivalent of what six 18-wheelers would in a year. These numbers are significant and played a large role in CACM’s decision to move these two events – our largest events of the year – to a digital format. We hope you’ll embrace this new, more environmentally conscious event experience with us.

earth-friendly CACM practices The CACM app will prevent the production of: 6,887 pounds of greenhouse gas 2,363 pounds of solid waste 33 pounds of sulfur dioxide

CACM’s new event app will save:

30 TREES AND 28,098 GALLONS OF WATER Printing all CACM collateral materials on recycled paper. Whenever possible, we also choose FSC-certified papers, which help ensure the sustainability of our forests.

Producing signage for CACM events made from recycled materials that are biodegradable within 18 months.

USING BADGE HOLDERS AT CACM EVENTS MADE FROM RECYCLED PLASTIC AND COLLECTING THEM FOR RE-USE.

Emailing a majority of event notifications instead of sending a printed invitation.

Encouraging members to monitor energy use and resource consumption with practical tips in our publications.

Printing course and event syllabi on doublesided paper.

Paper production data gathered from papercalculator.org. Additional tree and paper research gathered from conservatree.org.

www.cacm.org | Vision Winter 2014

CACM Welcomes New President & CEO

Left to right: David Zepponi gathers with Lori Albert, CCAM, Jodi Fischer, CCAM and Roy Helsing, CCAM, PRA, RS before a CACM Regional Forum in Camarillo.

fter an extensive search and interview process, the CACM Board of Directors has selected David Zepponi as the new President & CEO for CACM. With more than 21 years’ experience in the executive management of regional associations, David (Dave) most recently served as President of the Northwest Food Processors Association (NFPA) in Portland, Oregon. Complementing his executive management background is his strong financial and entrepreneurial experience that includes owning his own marketing/distribution company and working at Deloitte & Touche. He holds both a Bachelor of Science and a Master of Business Administration degree, and has been an active member of the American Society of Association Executives (ASAE) and the Oregon Society of Association Executives (OSAM). During his 13-year tenure at NFPA, Dave headed the organization’s legislative and regulatory affairs by working with state legislators and 52

Vision Winter 2014 | www.cacm.org

managing lobbyists; facilitated more than 40 annual meetings and events; and employed a strategic planning approach that ensured association activities focused on creating a competitive business environment for members. Of his own admission, Dave strongly believes in being a custodian of the members he serves and takes pride in helping them achieve professional development and find quality jobs. This dedication to members’ growth is evidenced by his experience building and implementing education and certification programs. He conceived of and established the Food Research and Education Institute (FREDI), a novel training and member engagement platform designed to support communities and improve the way their businesses work, and helped create an online continuing education program complemented by in-person talks and training meetings. “I’m fortunate to be joining CACM at such a pivotal time in its development. Karen Conlon has

done a tremendous job growing the organization’s membership and statewide influence, as well as developing professional standards for this industry,” says Zepponi. He plans to apply his vast association management experience to his new role at CACM, with a keen focus on discovering innovative ways to enhance membership value, influencing key legislative decisions impacting the industry, and building a stronger network of industry professionals across the state. “I’m committed to discovering how CACM can become a larger, more united front in this industry,” he says. “I’ve already been able to sit down one-on-one with industry members and, together with the CACM staff, I have some great plans in the works to grow and expand CACM’s presence in California even more.” Born a Southern California native, Dave was raised in Northern California in the Sacramento area and spent much of his youth in the wine country of Sonoma and Napa working in his family’s vineyard and winery. The CACM Board welcomed Dave this past September at its Strategic Visioning workshop, and he officially began work on October 1 alongside Karen Conlon, who remained President & CEO through November. Karen helped transition Dave to take the sole leadership role on December 1. The CACM Board will formally introduce Dave to the membership at the Northern and Southern California Law Seminar & Expo events in the first quarter of 2015.

Recruitment Contest Recap

ACMâ&#x20AC;&#x2122;s first-ever Manager Member Recruitment Contest was a success! The 90-day contest ran from June 1-August 31, 2014 and, thanks to our 24 recruiters, CACM welcomed 40 new CACM manager members throughout the contest. Our most successful recruiter, Janice Eisenberg, CCAM helped us welcome 10 new manager members, earning her the Grand Prize: a 2015 Law Seminar & Expo registration, plus a two-night hotel stay for the event and a $250 gift card. Congrats, Janice! As an added bonus, each recruiter and each new manager member who participated earned $50 CACM dollars to apply to any CACM offering. CACM would like to thank all the participants who helped make our first contest a success. Watch for future recruitment contests for your chance to share the benefits of CACM membership and win great prizes.

maintaining high standards

Carolyn Garton, CCAM of Baldwin Real Estate Management: June iPad mini winner

Janice Eisenberg, CCAM of LB Property Management: Grand Prize winner

Jeannine Muser, CCAM of Massingham & Associates, ACMF: August iPad mini winner

Jeff Farnsworth, CCAM of Steward Property Services, Inc.: July iPad mini winner

New Manager & Management Firm Council Members

Manager Members Marinel Agbunag Eric S. Altman Kristin Amarillas Krista L. Anderson Brenda L. Baker Dale G. Beaver Deirdre L. Bitting Mark Borson Mark E. Bruce Tad W. Creasey Mandeep Dhillon Joanne M. Diaz Kimberly M. Diaz Bob Etter Teresa A. Falconer Eric R. Foote Sean T. Green Mary G. Hall Kimberly M. Hand Goran Handzar

Kimberly M. Harrigan James A. Hayes Robert Heck Jolie Ho Nick Hofmann Carolyn Ivancovich Melissa Jacobsen Kevin Kelley Ginger M. Kretz George Lohan Mario Lopez Elizabeth Loveton Eva N. Lucas Mirko Marrone Rebecca Mauerer Nadine B. McCann Michael L. McLeod Brittany E. Montoya-Taylor Daniel C. Moore Jr. Charity Okonkwo Amila Orucevic

Rachel Padilla Carol A. Pizzo Autrey RF Porter, III Kayla N. Propp Alisa M. Ramirez Kathryn J. Reza Jose D. Rivas Gabriela Robles Leticia Rodriguez Patricia Rosia Linda C. Sanchez Cory J. Schell Luann Schneider Carrie A. Seubert Denise Smith Michael J. Sukey Brian J. Theobald Curtis N. Thomas Alan P. Thompson Mark A. Tracy Arien M. Tujague

Gabriel Velin Lisette Vieyra Sheryl J. Walker Catherine Watson Linda S. Wilhelmy Chris Wooden Brian M. Yohn Dan K. Young

Management Firm Council Members The Kelly Company

183 Leisure Way Vacaville, CA 95687 www.thekellycompany.com

www.cacm.org | Vision Winter 2014

show your support

Thank You to Our Sponsors

Thank you to our 2014 third quarter sponsors for their generous contributions. The next time you encounter a CACM sponsor, please join us in acknowledging the work and generosity of these supportive members. 24 Hour Restoration

Fiore Racobs & Powers, A PLC

SaniClean

Accurate Termite & Pest Control

Firstline Security Systems, Inc.

Seacoast Commerce Bank

Allied Trustee Services

Focus Business Bank

Securitas Security Services USA, Inc.

Anderson Group International

MPS Financial, LLC

Serpico Landscaping, Inc.

Association Reserves, Inc.

Niki Ghofranian Insurance Agency

Statcomm Inc.

Benâ&#x20AC;&#x2122;s Roofing, Inc.

OCBS, Inc.

Suntrek Industries, Inc.

Berding | Weil

Oâ&#x20AC;&#x2122;Connell Landscape Maintenance

The G.B. Group, Inc.

Cagwin & Dorward Landscape Contractors

Pacific Western Painting, Inc.

The Miller Law Firm

Calvac Paving

Painting Unlimited, Inc.

TruGreen LandCare

CertaPro Painters East County

Payne Pest Management

Union Bank

CINC Systems

Precision Concrete Cutting

Unlimited Property Services, Inc.

Community Association Insurance Solutions, LLC

ProTec Building Services

Varsity Painting

Curaflo of Orange County

Rayco Painting

Enviro Diagnostics LLC

Roofworks & Construction, Inc.

Epsten Grinnell & Howell, APC

SafePark Services

Suspended CCAM Roster While CACM had 280 managers achieve their Certified Community Association Manager (CCAM) certification from October 1, 2013 through September 30, 2014, we also lost a few due to retirement, leaving the industry or being suspended for various reasons. The following list represents the individuals that have been suspended from the CCAM program during this time period for reasons noted below. These individuals are no longer authorized to utilize the CCAM designation after their name or refer to themselves as a Certified Community Association Manager. RETIRED /LEFT INDUSTRY F. G. Rick Archbold Robert Broyer Dennis J. Cescolini Keri V. Clark Ed Cossart Amaya Genaro Stanley R. Gould William B. Haifley John H. Handel Mary Hedding Brooke A. Jackson Lucia Jimenez Sandy N. Johnson Anna M. Jones Sharyn Maree Koenig Donna Marinaccio Sean R. Sutton Arthur Takaki David Tanguay Harvey Tilkin James A. Timmons John Turnbull Lin Zittel 54

DID NOT MEET RECERTIFICATION REQUIREMENTS Michael T. Allen Lori Allen Vos Rebecca Arroyo Susan Baker Rick Barnard Lisa Barrett Pat Barry Todd Borland Lisa Brannon Lisa Bravo Jason Brown Eric Brunst Khaldun Butler Jon Cernok Cyndi Ladd Cochran Patty Dykstra Catherine Estrella Alex Faymonville Jennel Fejeran Fran Galvin Randy Hegwood

Vision Winter 2014 | www.cacm.org

Jennifer Jahn Yasmine S. Loy Sascha Macias Holly A. Maddalena Marilee N. Marsh Nicole Mass Anthony Mazza Jr. Oana Mitchell Ramona P. Montano Sally Moon Michael Morein James Pineda Jeremy Pipp Bernadette Ramirez Julie Reese Nichole Alise Roach Terrin Robertson Christina M. Rodrigues Jim Rush Sara Sciannamea Robert Allen Smith Laura Tencati Mary Thomas Judi L. Thomson

Alisa M. Toalson William Turner Debra Weikel Brad Wickliffe Carolyn Withers Augi Yi PSC DETERMINATION Peter Drivas, II

www.cacm.org | Vision Winter 2014

RESERVE STUDY COLLABORATION

How service providers and managers can bring added value By Scott Clements, RS, PRA & Les Weinberg, RS

How is one to set themselves apart from the rest of the companies offering similar products or services – short of It’s a competitive environment in the HOA world. Whether you provide a price war that drives down quality for the consumer and professional management, property maintenance, financial advice or waste eliminates profit for the vendor? Answer: Adding value. One great way for service providers to demonstrate management, there is sure to be a competitor in your area. Maybe two, or their added value to community associations is by using three, or four, or … well, you get the point. their knowledge and expertise in developing more accurate maintenance and financial planning information, including the individual items in the operating budget and Reserve Study. As a planning tool, a Reserve Study is only as good as the raw information included in it. A competent reserve analyst is able to identify and quantify the components; however, he or she will rely on manufacturers, installers, and maintenance guides to determine useful life expectancies. Additionally, reserve analysts use construction estimators, national cost guides and/or in-house databases to estimate the current replacement costs. While most can be reasonably accurate with these methods, having a group of experienced, specialized service providers weigh in on the specifics of the various components can only enhance the Reserve Study’s accuracy. Service professionals may also have valuable institutional knowledge of the HOA, such as replacement 56

Vision Winter 2014 | www.cacm.org

Review the useful and remaining life expectancies.

There are environmental aspects to the performance of the wide variety of components within any development, such as exposure, usage and the level of maintenance received. Service providers have firsthand knowledge of these factors, and often have detailed records to work from.

THE COMMUNITY MANAGER BENEFITS BY HAVING MORE ACCURATE PLANNING TOOLS TO PROVIDE MORE KNOWLEDGEABLE PROJECTIONS TO THE BOARD.

Review the estimated replacement costs. There are a multitude of items that

timelines, actual expenses, scope of work and the various providers involved. Community managers would be wise to seek input from a CACM affiliate member to offer input into their areas of expertise. Here’s how a knowledgeable service provider can lend a hand: Examine the component inventory for completeness and accuracy in the area of expertise. Ensure all the relevant

components are included – is anything omitted? Check the “big ticket” items, such as roofing, waterproofing, plumbing, pest control, asphalt, concrete, and landscape/ hardscape – are the counts and quantities reasonably accurate? Are the component types, sizes, grades, ratings, and other important aspects properly noted?

can impact the cost estimates for repair or replacement of major components, including, but not limited to: the specific products and materials employed, the installers or service providers chosen, permit or code upgrade requirements, and local access issues. Service providers often have detailed receipts or records to work from. Review annual expenses; are there annual maintenance contracts, such as roofing, elevator, pest control, or general inspection and repair? If no, a manager should ask for a fee proposal, the longterm cost benefits and the impact on maintenance and replacement cycles. If yes, does the contract include complete coverage, or are there additional fees that could be added? Are all of these properly accounted for in the maintenance sections of the operating budget? This is a win-win: The community manager benefits by having more accurate planning tools to provide more knowledgeable projections to the board.

The service provider benefits from the opportunity to offer relevant information on the life expectancies and replacement costs of the products they offer, which, like it or not, will be compared to other useful lives and costs within an HOA’s Reserve Study. Based on the advertising contained in this publication, and the enormous participation at industry events, it is fair to say companies are spending a significant amount of time and money to show their worth to the HOA world. Here is an opportunity for business partners to further show the HOA consumer and professional community managers the value they add – and all through a few minutes of their time, sharing knowledge they already have in their possession.

Scott Clements, RS, PRA, CMI, is the Chief Operating Officer of Reserve Studies Inc. (RSI) in Chatsworth, and Les Weinberg, RS, is RSI’s Chief Financial Officer.

www.cacm.org | Vision Winter 2014

Your HOA Banking Solution At Heritage Bank of Commerce, our unique blend of customized HOA services will help minimize the time you spend on dues, collections and reconcilement, while paying you interest on your deposits. Our HOA Services include: HOA Loans Online Banking • Web-Based Payment Processing • Electronic Dues Payment Option

Operating and Reserve Accounts Local Lockbox Processing • Remote Deposit

•

Visit our local office to learn more about Heritage Premier HOA Banking: East Bay: Ute Medford 925.287.4806

San Jose: Janice Miyatake 408.494.4509

HeritageBankofCommerce.com

Member FDIC

Vision Winter 2014 | www.cacm.org

show your support

ADVERTISER

Advertiser Index WEBSITE/EMAIL

PAGE

A.S.A.P. Collection Services.................................www.asapcollect.com................................29 Ameristar Fence Products....................................www.ameristarfence.com..........................26

• Water Heaters - Gas and Electric

AMS Paving, Inc....................................................www.amspaving.com................................23

• Back Flow Testing

Angius & Terry LLP................................................www.angius-terry.com.................................3

• Electronic Leak Detection and Slab Leak Repairs

Berding | Weil........................................................www.berding-weil.com.............................55 Berg Insurance Agency, Inc..................................www.berginsurance.com...........................23 Cagwin & Dorward Landscape Contractors . ....www.cagwin.com ........................................6 Chaix Law..............................................................www.chaixlaw.com . ..................................11 CID Insurance Programs, Inc...............................www.cidinsurance.com..............................13

• Video Sewer Inspections • Sewer Jetting and Area Drain Maintenance • Trenchless Sewer Repair

24 HOUR EMERGENCY SERVICE

CiraConnect..........................................................www.ciraconnect.com...............................36 Community Legal Advisors Inc............................www.attorneyforhoa.com..........................23 Focus Business Bank............................................www.focusbusinessbank.com...................43 Heritage Bank of Commerce...............................www.heritagebankofcommerce.com.......58 Kriger Law Firm.....................................................www.a-khoa.com.........................................5 MPS Financial, LLC...............................................www.mpsfinancial.com . .............................6 Mutual of Omaha Bank........................................www.mutualofomahabank.com................29 Neuland & Whitney, APC.....................................www.neulandandwhitney.com..................42 Parcelquest............................................................www.parcelquest.com.................................5 Peters & Freedman, LLP.......................................www.hoalaw.com.......................................43 Popular Association Banking...............................www.associationbankers.com...................42 Proserv Plumbing and Drain................................www.proservplumbing.com......................59 Rankin, Law Offices of Ann..................................www.annrankin.com..................................59 Reserve Studies Inc...............................................www.reservestudiesinc.com......................49 SABER....................................................................www.saberfoundations.com.....................26 Stagecoach Wireless............................................www.stagecoach-wireless.com.................58 State Restoration, Inc...........................................www.staterestoration.com........................16 Sunset Landscape Maintenance, Inc..................office@sunset-landscape.com . ...............36 SwedelsonGottlieb...............................................www.lawforhoas.com.................................39 ThyssenKrupp Elevator........................................www.thyssenkruppelevator.com...............29 Union Bank............................................................www.hoabankers.com ..............................17 Varsity Painting......................................................www.varsitypainting.com .........................19

www.cacm.org | Vision Winter 2014

Empowering Managers. Enriching Communities.

23461 South Pointe Drive, Ste. 200 Laguna Hills, CA 92653

Introducing the New CACM Events App

Going to the Law Seminar & Expo in Northern or Southern California? Download the new CACM Events App now! These events are going completely digital via the new app, which allows you to:

• Personalize your schedule with appointments, reminders and session bookmarks

• Use an interactive Exhibit Hall map to plan out your time with service providers

• Access educational content (and your notes) before, during and after the event

• Reference contact info for colleagues you meet throughout the event

Visit the app store on your iPad, iPhone, Android, tablet or other mobile device to download the CACM Events app for free. After registering for the event, you'll receive the event code to access app content.

Vision Magazine Winter 2014

Articles inside

Spotlight on Education: The Evolution of CACM Education

Member News

CACM Welcomes New President & CEO

Look Out! Four Lessons You Should Learn Now

President’s Message

In the Boardroom: Steer Clear with a Professional Manager at the Helm

From the Roundtable