2020 Echo HOA University & Expo Conference Guide by Echo

FRIDAY & SATURDAY SEPTEMBER 25-26 Two-day live event for HOA board members, engaged homeowners and community managers

ATTEND ONLINE FROM ANYWHERE Access HOA education, networking opportunities and win prizes from anywhere with an internet connection

VIRTUAL EXPO HALL FULL OF EXPERTS Visit, chat and connect with HOA industry experts and service providers in the Virtual Expo Hall

Conference GUIDE 2020 Echo HOA University & Expo CONFERENCE GUIDE SPONSORED BY

www.allstarpaintingandmaintenance.com

8 REASONS TO CHOOSE LEVY, ERLANGER & COMPANY LLP CPAs

Which enables our professional staff of including 6 CPAs and 6 CPA candidates (growing to almost 20 professionals during “tax season” from January to April) to ...

2 100%

Almost of our clients are homeowners associations, planned unit developments, condominiums, condominium conversions, COOPs, tenancies in common and timeshare projects ...

GOLD SPONSOR SEE YOU AT EXPO!

Since 1977 — more than

40 years’ experience ...

150

Working with approximately management companies in Northern California out of a total of 300 serving community associations ...

2,500

Serving more than community associations (3 to 6,700 units) in Northern California out of a total of approximately 17,000 ...

wide range of services

Provide a to community associations including …

• Financial statements • Annual budget reports (pro • Inspector of election and income tax returns forma budget + assessment/ services — audits, reviews and reserve funding summary) • Board and member compilations • Pro forma operating budgets meeting presentations • Comparative 2-year and PUPM assessment • Litigation support financial statements— computations services (developer more meaningful to readers • Assessment and reserve budget adequacy, • Reserve funding plans, funding disclosure summaries fraud investigation, or updates owner complaints, etc.)

Including some

unique publications & services

• 2020 Condominium Greenbook™, the 290-page financial reference book for Association treasurers • 2020 Community Association Financial Survey of over 1,500 associations

• A Management Fee Survey of more than 1,900 associations • ...and numerous other surveys of reserve study practices, percent funded, etc.

As well as more than 40 years of important business contacts to help associations connect with the

BEST.

290 King Street, Suite 12, San Francisco, CA 94107 (415) 981-9350 bill@hoa-cpa.com

VISIT THE ECHO BOOTH IN THE EXHIBIT HALL

MISSION STATEMENT Fostering a better quality of life in community associations through education, advocacy and networking.

Echo 5669 Snell Avenue, #249 San Jose, CA 95123 408.297.3246 | info@echo-ca.org www.echo-ca.org

BOARD OF DIRECTORS & OFFICERS PRESIDENT

DIRECTORS

David Hughes

Jerry L. Bowles

VICE PRESIDENT Adam Haney

Rolf Crocker Sarah Dunia John Gill, Esq.

TREASURER

Mark Guithues, Esq.

Karl Lofthouse

David Levy, CPA

SECRETARY Sandra Long

Diane Rossi Katrina Solomatina, Esq. Wanden Treanor, Esq.

EXECUTIVE DIRECTOR

David Zepponi MEMBER ENGAGEMENT MANAGER

Hannah McAuley hmcauley@echo-ca.org MEMBERSHIP & SALES ADMINISTRATOR

Jacqueline Price jprice@echo-ca.org The 2020 Echo HOA University & Expo COnference Guide is published annually by the Executive Council of Homeowners (Echo). The views of authors expressed in the articles herein do not necessarily reflect the views of Echo. We assume no responsibility for the statements and opinions advanced by the contributors to the magazine. It is released with the understanding that the publisher is not engaged in rendering legal, accounting or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought. Acceptance of advertising does not constitute any endorsement or recommendation, expressed or implied, of the advertiser or any goods or services offered. We reserve the right to reject any advertising copy or image.

Echo membership benefits you and your HOA. Join today! OUR MISSION STATEMENT Fostering a better quality of life in community associations through education, advocacy and networking.

Â© 2020 Executive Council of Homeowners (Echo) All rights reserved. Reproduction except by written permission of Echo is prohibited. Echo member information is never released to any outside individual or organization.

For more information visit www.echo-ca.org CONFERENCE GUIDE | 2020 Echo HOA University & Expo

SCAVENGER HUNT

SPONSORED BY

#1 When you find a “We Care” logo, click on it to mark it as found.

#2 Ten “We Care” logos are hidden throughout the event! Make sure to check the Lobby, Exhibit Hall, Managers Lounge, Auditorium and the Information Desk.

It’s that easy!

#3 * Winners will be notified via email and live on the Echo Facebook page on 9/29 at 3pm PST.

PRIVATE SIGHTSEEING HELICOPTER TOUR (departs from Livermore)

or a $100 GIFT CARD

Find all 10 “We Care” logos by the end of Day 2 (September 26, 2020) and be entered to win one of our great prizes!

$100 GIFT CARD PROVIDED BY

Christison Company

PROVIDED BY

SNAPTAIN GPS BEGINNER DRONE

$50 GIFT CARDS

PROVIDED BY

Tri-Counties Bank

PROVIDED BY

B2R Consulting Group

Del Conte’s Landscaping, Inc. 4

2020 Echo HOA University & Expo | CONFERENCE GUIDE

VISIT OUR SPONSORS & PRIZE DONORS AT THEIR EXPO BOOTHS!

Click a page number to jump directly to the page!

Table of Contents 4

Play the Scavenger Hunt!

6 Echo’s Board of Directors 7

Welcome to the 2020 Echo HOA University & Expo

Explore the Virtual Experience

2020 Echo HOA University & Expo Agenda

Let’s Talk Wine Reception

Which Track Is Right for Me?

The Chapman & Intrieri Managers Lounge

Meet Our Faculty

Track One – In Depth

Track Two – In Depth

Track Three – In Depth

Exhibitor & Sponsor Directory

Play the Leaderboard Challenge!

Thank You to Our Sponsors & Exhibitors

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

ECHO’S

David L. Hughes President Axis Construction david@axisconstruction.com

Adam Haney Vice President CiD Consortium, LLC ahaney@cidcllc.us

Rolf Crocker OMNI Community Management, LLC rolf.crocker@omnicommunities.com

John Gill, Esq. Hughes Gill Cochrane, PC jgill@hughes-gill.com

Mark T. Guithues, Esq. Community Legal Advisors mark@attorneyforhoa.com

Katrina E. Solomatina, Esq. Hopkins Carley ksolomatina@hopkinscarley.com

2020 Echo HOA University & Expo | CONFERENCE GUIDE

DIRECTORS

Karl Lofthouse Treasurer – Director Emeritus Heather Farms HOA ktlofty@gmail.com

Jerry L. Bowles jerry.bowles@charter.net

Diane Marie Rossi Shoreline Property Management, Inc. diane@shorelinepropertymanagement.com

BOARD

Sandra Long Secretary Professional Association Services sandra@pas-inc.com

Sarah Dunia, Esq. Cagwin & Dorward sarah.dunia@cagwin.com

David H. Levy, MBA, CPA Levy, Erlanger & Company, LLP, CPAs david@hoa-cpa.com

Wanden P. Treanor, Esq. Law Offices of Wanden P. Treanor wanden@treanorlaw.com

WELCOME Hello and welcome to the 2020 Echo HOA University & ExpoSM … A Virtual Experience. This year we are very excited to collaborate with the Levy Erlanger & Company, LLP, CPAs 34th Annual Managers’ Conference! This collaboration allows us to combine the programming for community association managers with that of our HOA boards and engaged homeowners. We feel this will be an unbelievably positive and dynamic opportunity for the industry to coalesce and share insights and knowledge about how to better manage an association, especially in today’s challenging environment. As you know, the coronavirus has taken its toll on society. Businesses are struggling and our traditional in-person convention and expo has had to “pivot” to a new business model. In the past three months, we have reimagined our event and leveraged technology to create the first online virtual experience for our membership and clients. We hope you’ll enjoy the features of the convention, the opportunities to network, and the fun of engaging with our professional service providers in the Exhibition Hall, learning of their excellent products and services, while, of course accessing outstanding educational programming. This year we are offering 2 days of live programming with speakers responding to questions after pre-recorded courses. You will be able to access the recorded courses up to 28 days after the live sessions (until October 25!). This will allow you to participate in more than 20 separate learning opportunities and to listen and engage with some of the best and most knowledgeable experts

in the world of HOAs. Plan your days to participate in your favorite sessions with your favorite speakers and enjoy the opportunity to learn from the comfort of your home. This year take advantage of the following features: • Four tracks of HOA education • An Exhibit Hall with dozens of experienced HOA professional service providers • A Managers Lounge featuring Echo management firm members to learn from their experience • An all-day, interactive track designed for you to ask questions in the “Ask-the-Attorney” sessions, and • Enjoy an evening reception with a virtual tasting with the world-class Cuvaison Winery from Napa Valley. And “yes!” we have made special arrangements for you to purchase the wines for the tasting from the winery. • You will be able to participate in Echo’s online scavenger hunt and leaderboard competition for prizes! The piece de resistance is an exotic trip to Hawaii (or cash value) provided by our partner in the event, Levy Erlanger & Company LLP, CPAs. We are excited to bring this new concept in education and expositions to you. Please enjoy your time and if you have any questions whatsoever, we have several staff members and technical advisors available to help you navigate the system and enjoy this new event. Welcome and thank you for your continued support of Echo! CONFERENCE GUIDE | 2020 Echo HOA University & Expo

Exp the exp

REG

Learn in an exciting new environment.

Ask-the-Attorneys Question & Answer Forum

Visit 60+ Exhibitors in the Expo Hall

Play games and win

REGISTRATION FEES: HOA Board Member & Hom

2020 Echo HOA University & Expo | CONFERENCE GUIDE

plore virtual perience.

Board Member & Homeowner Education

GISTER HERE 34th Annual Managers’ Conference

ECHO HOA BOARD MEMBERS & HOMEOWNER MEMBERS USE PROMO CODE

Visit the Managers Lounge

WHY ATTEND? Learn to run your association better

Have your legal questions answered

WECARE FOR $20 OFF

Learn on-demand when it’s convenient for you

Chat with a manager in the Managers Lounge Get equipped to better understand and evaluate your management firm Free 2020 Treasurer’s Green Book (for manager attendee of Friday’s sessions)

prizes!

meowners $50 | Community Managers $50

Win a trip to Hawaii or $1,500 cash at Friday’s ‘Let’s Talk Wine’ Reception! Must be present to win.

JOIN TODAY & SAVE Not an Echo member? Join today and save $20! CONFERENCE GUIDE | 2020 Echo HOA University & Expo

2020 ECHO HOA UNIVE TRACK 1 Levy Erlanger & Company, LLP, CPAs Managers’ Conference Friday | September 25, 2020

TRACK 2 HOA Board Basics Saturday | September 26, 2020

8:30 am - 9:45 am 2020 Case Law Update

8:30 am - 9:25 am Financial, Tax & Budget Basics

PRESENTED BY MARK WLEKLINSKI, ESQ.

PRESENTED BY DAVID LEVY, CPA, MBA

New FASB Revenue Recognition Accounting Standard

9:25 am - 9:45 am Live Q&A with Speaker

PRESENTED BY DAVID LEVY, CPA, MBA

9:45 am – 10:00 am Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

10:00 am – 11:15 am How to Recognize a Lawsuit PRESENTED BY KEVIN MALLET, ESQ.

Recent Changes to Election and Election Rules

9:45 am – 10:00 am Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

10:00 am – 10:55 am The Rise & Effects of HOAs PRESENTED BY WYATT CLARKE, PhD

You’re on the Board...Now Get to Work! Understanding Your Responsibilities as a Board Member

PRESENTED BY DEON R. STEIN, ESQ.

PRESENTED BY JULIE ADAMEN

Open Meeting Act & Managing Digital Meetings

10:55 am - 11:15 am Live Q&A with Speaker

PRESENTED BY JENNIFER M. JACOBSEN, ESQ.

11:15 am – 12:15 pm LUNCH BREAK

12:15 pm – 1:10 pm Mandatory Annual Disclosures: What You Need to Know

12:15 pm – 1:30 pm Civil Code Section § 5551: The Balcony Safety Bill What You Must Do and What Happens If You Don’t! PRESENTED BY TYLER BERDING, ESQ. & ROY HELSING, CCAM, PRA, RS

Scary Situations for Managers to Avoid

PRESENTED BY DAVID F. FEINGOLD, ESQ.

1:10 pm - 1:30 pm Live Q&A with Speaker 1:30 – 2:00 pm Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

PRESENTED BY ALEX NOLAND, ESQ.

1:30 – 2:00 pm Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

2:00 pm – 2:55 pm New Laws & Pending Legislation

2:00 pm – 2:55 pm Hierarchy of Law and Governing Documents PRESENTED BY WILLIAM M. SCHERER, ESQ. & LOUIS J. SARMIENTO JR., ESQ.

2:55 pm - 3:15 pm Live Q&A with Speakers

PRESENTED BY NATHAN McGUIRE, ESQ.

Finding Value in Your Insurance PRESENTED BY CHARLOTTE ALLEN, CIRMS

Federal and California Income Taxes PRESENTED BY WILLIAM ERLANGER, CPA

3:30 pm – 4:30 pm Let’s Talk Wine Reception 10

2020 Echo HOA University & Expo | CONFERENCE GUIDE

ERSITY & EXPO AGENDA TRACK 3 Legal & Trending Issues Saturday | September 26, 2020

TRACK 4 Ask-the-Attorney Open Q&A Saturday | September 26, 2020

8:30am – 9:25 am Coping in a Covid World PRESENTED BY JOHN P. GILL, ESQ. & ROLF CROCKER, AMS, CCAM, CAMex

9:25 am - 9:45 am Live Q&A with Speakers

8:30 – 8:55 am |

MARK T. GUITHUES, ESQ.

8:55 – 9:20 am |

SHARON G. PRATT, ESQ.

9:20 – 9:45 am |

ANDREA L. O’TOOLE, ESQ.

9:45 am – 10:00 am

Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

10:00 am – 10:55 am New Laws, Old Laws & Case Law Shaping California Community Association Operations and Living PRESENTED BY J. SPENCER EDGETT, ESQ. & SANDRA L. GOTTLIEB, ESQ.

10:55 am - 11:15 am Live Q&A with Speakers 11:15 am – 12:15 pm LUNCH BREAK 12:15 pm – 1:10 pm 10 Common Mistakes (and Their Cures) in HOA Board Leadership PRESENTED BY MARK T. GUITHUES, ESQ. & TOM CONNELLY

10:00 – 10:25 am | 10:25 – 10:50 am | 10:50 – 11:15 am |

J. SPENCER EDGETT, ESQ.

JOHN P. GILL, ESQ. KATRINA SOLOMATINA, ESQ.

11:15 am – 12:15 pm | LUNCH BREAK 12:15 – 12:40 pm |

STEVE LIGHTFOOT, ESQ.

12:40 – 1:05 pm |

WILLIAM SCHERER, ESQ & LOUIS SARMIENTO, ESQ.

1:05 pm 1:30– –1:30 2:00 pm|

STEPHEN T. BRINDLE, ESQ.

Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

1:10 pm - 1:30 pm Live Q&A with Speakers 1:30 – 2:00 pm Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!

2:00 – 2:25 pm |

DAVID F. FEINGOLD, ESQ.

2:25 – 2:50 pm |

STEPHEN J. TINNELLY, ESQ.

2:50 – 3:15 pm |

LAURIE S. POOLE, ESQ., CCAL

2:00 pm – 2:55 pm How COVID-19 Impacts Current & Future Construction Projects PRESENTED BY REGAN BROWN & BILL MANN

2:55 pm - 3:15 pm Live Q&A with Speakers

JOIN US FOR THE

et’s Talk Wine RECEPTION

Friday | September 25 | 3:30 pm A fun, social virtual gathering featuring a grand prize: a vacation to Hawaii (or $1,500 cash) and a fine wine giveaway!

featuring fine wine selected by CONFERENCE GUIDE | 2020 Echo HOA University & Expo

Access happens in the event! Click on the “Join the Let’s Talk Wine Reception” button in the Vitual Lobby on Friday at 3:30 pm! FREE for all attendees! JOIN US FOR THE

Let’s Talk Wine RECEPTION featuring fine wine selected by

Friday | September 25 | 3:30 pm A fun, social virtual gathering featuring a grand prize: a vacation to Hawaii (or $1,500 cash) and a fine wine giveaway! Join Cuvaison President & CEO Dan Zepponi for a 20 minute immersive experience and taste Cuvaison’s renowned 2018 Estate Chardonnay and 2018 Estate Pinot Noir. If you’re looking to add a classic pairing to your virtual experience, Cuvaison recommends Beemster Gouda and Humboldt Fog cheese to enhance the flavors and explore the complexity of these wines.

CLICK TO PURCHASE THE SUGGESTED WINE PACKAGE Grand prize giveaway sponsored by Levy, Erlanger & Company LLP. CPAs Prize is winner’s choice. Wine giveaway sponsored by Cuvaison. Must be present and a registered HOA University & Expo attendee to win and at least 21 years of age. A portion of the proceeds from selected wine sales will be donated by Cuvaison to Echo and will help support the “At Echo We Care” campaign.

2020 Echo HOA University & Expo | CONFERENCE GUIDE

TRACK

OVERVIEW

WHICH TRACK IS RIGHT FOR ME? You’re not required to stay in one track, but it is highly encouraged to get optimal flow of information! If you’re a new or aspiring board member we highly recommend Board Basics. To hear about HOA hot topics log on to Track 3: Legal & Trending Issues. Do you have legal questions that need answers? Track 4: Askthe-Attorneys provides access to HOA attorneys ready to answer questions all day Saturday!

MANAGERS’ CONFERENCE – TRACK 1 – LIVE FRIDAY Get a good look into important issues from a manager’s perspective. New laws, accounting, reserve studies, risk management and other important issues for the management of an HOA will be discussed during Track 1. From 3:30 - 4:30 pm in the “Let’s Talk Wine” Reception, guest speaker Wyatt Clarke, PhD, will discuss his nationwide study on the Value of HOAs to Society. The reception will also feature selected wine from Cuvaison in Napa Valley, a wine giveaway and a Grand Prize drawing for a trip to Hawaii or $1,500 cash sponsored by Levy, Erlanger & Company LLP. CPAs (Must be 21 years of age and present to win.)

BOARD BASICS – TRACK 2 – LIVE SATURDAY This track is geared toward new and seasoned board members alike. Learn the basics on HOA insurance, finances, governance, and law – everything you need to be a successful member of the association’s board. These survey classes are designed to provide useful, immediate information on the essentials for board members. Great as a refresher for seasoned board members as well.

LEGAL & TRENDING –TRACK 3 – LIVE SATURDAY The legal and trending track is taught by our faculty of seasoned attorneys and experts in the HOA industry. You’ll learn about how our system of laws works. What are the priorities, the importance of precedence and how case law affects HOAs. Current issues will be discussed to help you manage your HOA better. Learn about construction costs, new election statutes, balcony inspection laws, board miscues and coping with issues during a new COVID-19 constrained world.

ASK-THE-ATTORNEYS OPEN Q&A – TRACK 4 – LIVE SATURDAY One of the most popular sessions at our in-person events has now become its own virtual track. With no set agenda, twelve law firms will be represented in 25-minute blocks of time throughout the day to answer your questions and enjoy a free-flowing virtual chat with HOA attorneys. Pick a time or pick a law firm and enjoy the experience. We attempt to answer all questions but due to time constraints some questions may not be answered.

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

CONNECT WITH MANAGEMENT COMPANIES IN THE CHAPMAN & INTRIERI MANAGERS LOUNGE! Join us virtually...from anywhere! September 25-26, 2020 Come in for a chat, get to know a local-to-you management company or ask an HOA related question. JOIN US FOR

It all happens in the Managers Lounge!

“Let’s Talk Wine” Reception featuring selected wine from Cuvaison

Friday | September 25 | 3:30 pm

Reserve your space today at www.echo-ca.org

A fun, social virtual gathering featuring a grand prize giveaway: a vacation to Hawaii or $1,500 cash, sponsored by Levy, Erlanger & Company, LLP, CPAs. All conference attendees are invited to attend. Must be present to win. 14

2020 Echo HOA University & Expo | CONFERENCE GUIDE

(408) 297-3246 | www.echo-ca.org

MEET OUR FACULTY

TRACK ONE | FRIDAY, SEPTEMBER 25 | MANAGERS’ CONFERENCE Charlotte Allen walked through the doors of Socher Insurance Agency in 2005 and since then has successfully aided in the acquiring and retention of insuring over 2,000 common interest developments. Her commitment remains focused on educating common interest developments and their community leaders in some of the most prevalent issues faced today. In 2018 she earned her designation as a Community Insurance and Risk Management Specialist (CIRMS). Tyler Berding, Esq. founding partner of Berding | Weil LLP, has represented the commercial and residential real estate industry since 1974. Mr. Berding has litigated numerous building product and construction failures. The firm has resolved over 900 complex construction-defect claims in California, Florida, Nevada, Arizona and Hawaii. Mr. Berding is a seasoned trial lawyer who has successfully litigated hundreds of construction defect cases. William S. Erlanger, CPA is a partner with Levy, Erlanger & Company LLP, CPAs and has been working with California HOAs for more than twenty-five years. Professionally, Bill has spoken at the California CPA Society’s CIRA conferences and was a member of their planning committee. Bill serves on the board of his commercial association. The subject of his MS-Tax thesis was federal and California income taxation of homeowner associations. Jennifer M. Jacobsen, Esq. is a partner with Baydaline & Jacobsen, LLP. Ms. Jacobsen and her team have earned the trust and confidence as general corporate counsel to over 1,000 community associations in Northern California and Nevada advising their boards of directors with any legal and risk-management related questions relative to the operation of a common interest development. Ms. Jacobsen serves as a private mediator and arbitrator in community association disputes. Due to her accomplishments, she has been qualified as an expert witness community association matters by the California court system. She has also served as a judge pro tem for the Superior Court of El Dorado County for over 25 years. Roy Helsing is the founder and CEO of The Helsing Group, Inc., a consulting firm specializing in all aspects of California Common Interest Developments. He regularly provides expert testimony concerning reserve funding and adequacy of reserves. Mr. Helsing is a founding member of the Association of Professional Reserve Analysts, holds a designation of Professional Reserve Analyst (PRA), and is a past President of that organization.

David H. Levy, CPA, MBA, is the founder and a partner of Levy, Erlanger & Company LLP, CPAs. He received his BS and MBA from the University of California, Berkeley, in accounting. He is a frequent speaker at industry events, and has authored numerous articles and publications (including the Condominium Greenbook). He is also the co-author of the 1990 California Department of Real Estate’s Reserve Study Guidelines for Homeowner Association Budgets. Mr. Levy is a long-time member of the Board of Directors of the Executive Council of Homeowners (Echo). Kevin Mallet, Esq. and his partner Larry Russell founded Russell & Mallett, LLP in 2000. Kevin has represented clients in civil litigation since 1984 and has represented common interest developments exclusively for the last 20 years. Kevin has served as an arbitrator and a judge pro tem in Contra Costa County. Kevin served as a California Bar Special Master working with criminal courts in Solano, Contra Costa and Alameda Counties since the early 1990s. Kevin has successfully arbitrated in excess of three hundred cases. Nathan McGuire, Esq. has extensive experience providing general counsel services for common interest developments, regularly assisting residential and commercial associations in the interpretation and enforcement of governing documents, amending and restating these governing documents, and counseling boards in keeping compliance with applicable laws. In addition to extensive experience as general counsel to common interest developments, Nathan has broad experience in real estate matters. Alex Noland, Esq. is the founding shareholder of Noland Law PC and manages the firm. He has been practicing California community association law since 2008 and has been based in the San Francisco Bay Area since 2011. Alex regularly speaks at industry educational programs. In 2019 and 2020, Alex was selected to the Northern California Super Lawyers list, an honor reserved for those lawyers who exhibit excellence in practice. Only five percent of attorneys in Northern California receive this distinction. Deon Stein, Esq. is the owner of The Law Offices of Deon R. Stein in Sacramento. He has represented residential and commercial community associations, other non-profit corporations, businesses, individuals and residential and commercial real estate developers throughout California since 1988. Mr. Stein advises boards of directors in the day-to-day operational aspects of common interest development and corporate law. Mark Wleklinski, Esq. serves as general counsel to Community Associations for day to day activities, including Davis Stirling, interpreting governing documents, reviewing proposed contracts, and resolving owner disputes. Mark has focused on Community Associations since 1980, starting his own law firm in 1986. He has also qualified as an expert witness in community association lawsuits. Mark has been the Chair of the Legal Resource Panel for Echo since 2002. He was named Echo’s Volunteer of the Year in 2003. CONFERENCE GUIDE | 2020 Echo HOA University & Expo

MEET OUR FACULTY

TRACK TWO | SATURDAY, SEPTEMBER 26 | BOARD BASICS Julie Adamen is the principal of Adamen Inc., a national consulting and employment firm specializing in the community management industry. She is a recognized and designated expert in community management and, association and management company operations. She is the author and publisher of online classes for community managers and is collaborating with Echo to provide a suite of on-demand courses for HOA Boards and engaged community members. David F. Feingold, Esq. earned his law degree from University of California Hastings College of Law in 1986, one year after the enactment of the Davis-Stirling Act. Since then he has represented community associations, both as general and litigation counsel, throughout the greater Bay Area. He is a partner at Ragghianti Freitas LLP, based in Marin County. He has served as President of the Marin County Bar Association, and has been named a Northern California “Super Lawyer” for the last 15 years. David H. Levy, CPA, MBA, is the founder and a partner of Levy, Erlanger & Company LLP, CPAs. He received his BS and MBA from the University of California, Berkeley, in accounting. He is a frequent speaker at industry events, and has authored numerous articles and publications (including the Condominium Greenbook). He is also the co-author of the 1990 California Department of Real Estate’s Reserve Study Guidelines for Homeowner Association Budgets. Mr. Levy is a long-time member of the Board of Directors of the Executive Council of Homeowners (Echo).

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Louis Sarmiento, Esq. is an Associate at Scherer Smith & Kenny LLP, where he advises homeowners associations and other mutual benefit corporations, businesses, and individuals on common interest development, real estate, corporate, and general business matters. Louis advises homeowners association boards and officers on matters including governance, development, and enforcement. Louis also counsels clients on general real estate transnational matters, including leasing, purchases, and sale. Bill Scherer, Esq. applies over 30 years of hands-on experience in law to promote his clients’ goals for success. As the founder of Scherer Smith & Kenny LLP, Bill is trusted counsel who values building long-term relationships. Bill extensively advises clients in all areas of real estate with a unique focus in California common interest development matters. Bill has represented dozens of homeowners’ associations within the Bay Area.

MEET OUR FACULTY

TRACK THREE | SATURDAY, SEPTEMBER 26 | LEGAL & TRENDING ISSUES Regan Brown has been in the HOA industry for 26 years as an owner and CEO of The G.B. Group General Contractors. GBG has successfully provided reconstruction and repair services for all facets of the HOA and tenant occupied communities including high rise, apartments, the legal community and commercial associations. Tom Connelly is a retired police Captain with extensive experience in organizational development and leadership. He has a Bachelor’s degree in organizational management and is a graduate of the International Association of Police Chiefs Leadership Institute. He has been a board member for two community associations over the past eight years, the last four as board president. He is an active member of ECHO and is the owner of Connelly Consulting, providing safety, disaster planning and other consulting services to community associations. Rolf Crocker is Chief Executive Officer and Principal of OMNI Community Management, LLC in Fair Oaks and currently serves on the board of ECHO. Over the last 29 years, Rolf has served in a variety of management capacities in the community association industry, including CEO of M&C Association Management Services (now part of Associa Northern California) and concurrently, National Vice President developing training and education for Associa. J. Spencer Edgett, Esq. is a partner with Chapman & Intrieri, LLP. Since 2004 Mr. Edgett has primarily focused his practice on representing community associations both as general counsel and in successfully litigating and resolving numerous complex multi-million dollar construction defect claims. He also regularly advises and assists community association managers and board members on all aspects of management and operations including fiduciary responsibilities, drafting and revising governing documents, vendor contract negotiations, collection matters and enforcement issues.

Sandra L. Gottlieb, Esq. is a founding partner of the law firm of SwedelsonGottlieb, which was formed in 1987. Sandra began her practice of law in 1978 and began representing and providing legal counsel to community associations in the mid-eighties. As the firm’s Managing Partner, Sandra also leads the transactional team at SwedelsonGottlieb. Sandra’s experience and expertise in representing California community associations allows her to also counsel on the many different matters and issues that impact California homeowner associations. Mark T. Guithues, Esq. is the founder of Community Legal Advisors, Inc. Community Legal Advisors Inc. represents in excess of 500 communities providing assessment collection and general counsel services. Mark was admitted into the practice of law in 1989. For more than 20 years, Mark has provided general counsel and civil litigation services to the firm’s community association clients. Mark has a variety of experience with HOA industry organizations and continues to be an active participant in the industry. Bill Mann began his career in 1979, working in Real estate Development, then later Banking and eventually HOA reconstruction. Currently, Bill is the President at The GB Group, a full-service construction company offering construction and consulting services throughout Northern California and Nevada. His vast experience and education have deemed Bill Mann a recognized expert in Community Association Construction, finance and operations.

John Gill, Esq. is a founding principal of Hughes Gill Cochrane Tinetti P.C., in Walnut Creek. Since 1992, John has represented homeowners associations and property owners in construction defect claims, business litigation, and general transactional and corporate matters. John currently serves on the Echo board of directors.

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

MEET OUR

TRACK FOUR | SATURDAY, SEPTEMB Stephen T. Brindle, Esq. represents and counsels community associations on matters ranging from operations, corporate governance and governing documents, enforcement, short term leasing, assessments, demand letters, dispute resolution and settlement agreements, and general transactional matters. Stephen also has experience with commercial leasing, tax issues as they relate to real estate transactions including Prop 13 and transfers of ownership, easements, and title matters. J. Spencer Edgett is a partner with Chapman & Intrieri, LLP and since 2004 has primarily focused his practice on representing community associations both as general counsel and in successfully litigating and resolving numerous complex multi-million dollar construction defect claims. Mr. Edgett also regularly advises and assists community association managers and HOA board members on all aspects of management and operations. Mr. Edgett has published articles related to common interest development law and community associations and has presented at various industry related educational seminars and workshops. David F. Feingold, Esq. earned his law degree from University of California Hastings College of Law in 1986, one year after the enactment of the Davis-Stirling Act. Since then he has represented community associations, both as general and litigation counsel, throughout the greater Bay Area. He is a partner at Ragghianti Freitas LLP, based in Marin County. He has served as President of the Marin County Bar Association, and has been named a Northern California “Super Lawyer” for the last 15 years. John Gill, Esq. is a founding principal of Hughes Gill Cochrane Tinetti P.C., in Walnut Creek. Since 1992, John has represented homeowners associations and property owners in construction defect claims, business litigation, and general transactional and corporate matters. John currently serves on the Echo board of directors. Mark T. Guithues, Esq. is the founder of Community Legal Advisors, Inc. Community Legal Advisors Inc. represents in excess of 500 communities providing assessment collection and general counsel services. Mark was admitted into the practice of law in 1989. For more than 20 years, Mark has provided general counsel and civil litigation services to the firm’s community association clients. Mark has a variety of experience with HOA industry organizations and continues to be an active participant in the industry. 18

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Stephen Lightfoot, Esq. has over 25 years’ experience handling real estate matters. He has represented homeowners’ associations, property managers, residential and commercial landlord and business owners in cases. In addition to his litigation practice, Mr. Lightfoot handles real estate, commercial and construction transactional and corporate governance matters. Andrea O’Toole, Esq. is a principal with Berding | Weil, LLP corporate and business law department. Ms. O’Toole advises community associations in all aspects of their operations and transactions including real property issues and statutory compliance with Davis-Stirling and other statutes applicable to common interest developments. Her work includes advising association clients on financial matters including assessment collection and funding of repair and reconstruction projects of all sizes; governing document interpretation, enforcement and amendment, including operating policies; contract negotiation, drafting, and enforcement; corporate compliance; dispute resolution; title and land use issues; director elections and recalls; and helping boards deal with fair housing issues, parking and towing matters, and implementation of new regulations such as “no smoking” laws. Laurie S. Poole, Esq. has been a California community association attorney for over 27 years. She is a partner with Adams|Stirling, PLC, managing the San Diego, Temecula and Coachella Valley regional offices. Laurie has extensive experience representing common interest developments including master planned communities, large condominium projects, and senior communities. Most of her practice involves interpreting and amending governing documents, advising boards on compliance matters, addressing governance and insurance issues, and enforcement of governing documents. Sharon G. Pratt, Esq. is the founder of the law firm of Pratt & Associates, APC. She has over 30 years of experience specializing in civil litigation, contract review and preparation, CC&R and Rules interpretation and enforcement, construction and architectural review, Fair Housing law, civil restraining orders, financial issues, elections and recalls, corporate governance, and Anti-SLAPP law. She also practices in other areas of real property law such as construction, easements, boundaries, nuisance, premises liability, and neighbor law.

R FACULTY

BER 26 | ASK-THE ATTORNEYS Q&A

Steven J. Tinnelly, Esq. is the Managing Partner of Tinnelly Law Group. Prior to joining Tinnelly Law Group, Mr. Tinnelly worked in the litigation departments of midsize and multi-national corporate law firms. He is known for his exceptional writing, analytical and negotiation skills, and providing general counsel representation to many of the firm’s larger HOA clients throughout the state. Mr. Tinnelly also manages the firm’s overall operations. Mr. Tinnelly is very active within the community association industry and devotes a substantial amount of time to educating homeowners and industry professionals about the legal issues affecting California community associations. Mr. Tinnelly is the Executive Editor of the Tinnelly Law Group newsletter, the “Community Association Update,” publishes the firm’s blog, and is the webmaster for the firm’s online HOA law library found at FindHOALaw.com.

Katrina E. Solomatina, Esq. is a real estate attorney with Hopkins & Carley, a premier Silicon Valley law firm. Katrina represents California homeowners’ associations and counsels members and boards on compliance with association, board, and member duties under the Davis Stirling Common Interest Development Act as well as other state and federal laws; analyzes fiduciary duty, free speech, discrimination, parking, and insurance issues; helps clients address construction needs; and handles CC&Rs and architectural enforcement matters, assists clients facing political challenges, financing large capital improvements, or other projects requiring membership or judicial approval on matters relating to day-to-day operations of your condominium association. Katrina also currently serves on the board of Echo.

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

TRACK

ONE:

8:30 am – 9:25 am

F R I DAY

SEPTEMBER

2020 CASE LAW UPDATE Presented by Mark Wleklinski, Esq.

A summary review from the Courts of Appeal and Trial Courts verdicts and settlements. This presentation is designed for community association managers and HOA board members.

NEW FASB REVENUE RECOGNITION ACCOUNTING STANDARD Presented by David Levy, CPA, MBA

In this presentation learn about the new FASB Revenue Recognition Accounting Standard and how it is applied.

10:00 am – 10:55 am

HOW TO RECOGNIZE A LAWSUIT AND WHAT TO DO ABOUT IT Presented by Kevin Mallett, Esq.

In this presentation issues related to lawsuits (and other “actions” that are the equivalent) including recognition and first steps to respond including immediate retention of counsel and tender of defense and indemnity to the appropriate insurance carrier are discussed. Also discussed are issues with insurance defense counsel and potential coverage issues with the insurer.

RECENT CHANGES TO ELECTIONS & ELECTION RULES Presented by Deon Stein, Esq.

SB 323 requires every association to adopt new Election Rules. This presentation will guide you through the new rules that affect all aspects of director elections and other types of member votes.

OPEN MEETING ACT & MANAGING DIGITAL MEETINGS Presented by Jennifer Jacobsen, Esq,

Learn about recent changes to current law that affects how associations conduct virtual meetings. You’ll also learn tips and tricks for hosting successful virtual meetings.

12:15 pm – 1:10 pm

CIVIL CODE SECTION § 5551: THE BALCONY SAFETY BILL Presented by Tyler Berding, Esq. & Roy M. Helsing, CCMC, PRA, RS

The requirements of California Civil Code Section 5551, enacted by the Legislature in 2019, requires that “load bearing components” of certain exterior structures on condominium buildings — balconies, walkways, stairway s— be inspected. The language of the statute must be read carefully to be sure that any inspections meet the statutory requirements, and how they are different than the similar statute that applies to apartment buildings. Learn about a “visual inspection” and “statistically significant sample.” The presentation details the type and extent of these inspections and guides boards of directors and managers on how and why the process of planning for these inspections should begin now. 20

2020 Echo HOA University & Expo | CONFERENCE GUIDE

TRACK 12:15 pm - 1:10 pm continued

ONE:

F R I DAY

SEPTEMBER

SCARY SITUATIONS FOR MANAGERS TO AVOID Presented by Alex Noland, Esq.

This program will include an anthology of HOA “horror stories.” Discussion topics will include tales relating to contract drafting, records requests, failing to enforce governing documents, hoarding, and social media. Scenarios with fact patterns and helpful tips will help prepare association managers for dealing with risky situations that commonly arise.

2:00 pm - 2:55 pm

NEW LAWS AND PENDING LEGISLATION Presented by Nathan McGuire, Esq.

The last two legislative sessions have been the most significant in a decade – elections, ADUs, rental restrictions, and more. In this session, you will learn how the COVID-19 pandemic came into play, what passed, what’s pending on the Governor’s desk, and what your association will need to do to comply.

FINDING VALUE IN YOUR INSURANCE Presented by Charlotte Allen, CIRMS

Insurance value is not always tangible and rarely immediate. We will discuss ways to find value in not just your policy but the process of obtaining insurance and choosing an insurance provider. Learn where price differences come from, what to expect from a policy and how your provider can build value from the get-go.

FEDERAL AND CALIFORNIA INCOME TAXES: TAXABLE AND NON-TAXABLE INCOME, TAX CREDITS, AND RULES AND PROCEDURES Presented by William Erlanger, CPA

The presentation will address two HOA hot federal tax credit topics, discuss ways for an HOA to get financial assistance on the energy conservation project and speak to a couple of tax authorities requirements and procedures.

3:30 pm - 4:30 pm See page 14 for more information

LET’S TALK WINE RECEPTION

Wyatt Clarke’s presentation discusses the value of HOAs to society. Wyatt Clarke’s research at the University of California Irvine is the first to generate a national map of HOAs using publicly available mortgage and transaction data. His research conclusively shows that HOA housing sells for higher prices than equivalent non-HOA housing. Join Cuvaison President & CEO, Dan Zepponi, for a 20 minute immersive experience and taste Cuvaison’s renowned 2018 Estate Chardonnay and 2018 Estate Pinot Noir. Echo receives a portion of the sales from all Cuvaison wine bundles.

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

T R A C K T W O : S AT U R D AY, S E P T E M B E R 2 6 8:30 am – 9:25 am

FINANCIAL, TAX & BUDGET BASICS Presented by David Levy, CPA, MBA

California HOA statistics, financial accounting, income taxes, reserve studies, annual budge reports, critical internal controls and more! Includes Californiamandated Board review of monthly financial statements and AICPA/FASBmandated revenue recognition standard for year-end CPA audits and reviews.

10:00 am – 10:55 am

THE RISE & EFFECTS OF HOAS Presented by Wyatt Clarke, PhD

Wyatt Clarke’s presentation discusses the value of HOAs to society. Even though 20 percent of American houses are part of an HOA – and 80 percent of recently built subdivisions – they are not well-studied in academic literature. Clarke’s research at the University of California Irvine is the first to generate a national map of HOAs. Using publicly available mortgage and transaction data, his research conclusively shows that HOA housing sells for higher prices than equivalent non-HOA housing. This presentation will explore some of the positive and negative aspects of HOA housing revealed in his research.

YOU’RE ON THE BOARD...NOW GET TO WORK! UNDERSTANDING YOUR RESPONSIBILITIES AS A BOARD MEMBER Presented by Julie Adamen

It all begins with knowing what you are responsible for and why, and to whom you are responsible. It also entails knowing how you are to manage and govern your community. This program is designed to help you be the best board member you can be for you and your association.

12:15 pm – 1:10 pm

MANDATORY ANNUAL DISCLOSURES & WHAT YOU NEED TO KNOW Presented by David F. Feingold, Esq.

When it comes to mandatory annual disclosures, what you don’t know can hurt you. This session will cover the nuts and bolts of the Annual Budget Report and Annual Policy Statement and how those disclosures are in turn provided to prospective Association members(buyers). You will also pick up some useful tips for understanding and complying with these one size fits all disclosure requirements.

2:00 pm - 2:55 pm

HIERARCHY OF LAW AND GOVERNING DOCUMENTS Presented by William M. Scherer, Esq. & Louis J. Sarmiento, Esq.

Conflicts in the laws, regulations, and restrictions that affect common interest developments arise regularly and can cause confusion among directors and members. Fortunately, there is a clear constitutional framework that applies to laws that permits easy interpretation of which laws control over others.

2020 Echo HOA University & Expo | CONFERENCE GUIDE

T R A C K T H R E E : S AT U R D AY, S E P T E M B E R 2 6 8:30 am – 9:25 am

COPING IN A COVID WORLD

Presented by John P. Gill, Esq. & Rolf Crocker, AMS, CCAM, CAMEx

Coronavirus has impacted our world in a multitude of ways – but how has it affected your HOA? The answers aren’t as simple as most people think. Everyone has an opinion, but Board Members have a duty. This session will equip you with the tools you need to help you make the necessary decisions about your meetings, amenities (such as pools, gyms and community rooms), budgets, and member behavior issues (such as parking and noise).

10:00 am – 10:55 am

NEW LAWS, OLD LAWS & CASE LAW SHAPING CALIFORNIA COMMUNITY ASSOCIATION OPERATIONS AND LIVING Presented by J. Spencer Edgett, Esq. & Sandra L. Gottlieb, Esq., CCAL

Join us for an engaging presentation on the evolution of community association law reviewed through legislative changes and case law. Attendees will learn about the legislative history of recent changes in the law, how legislators view community association operations, and the need to be involved in law making. We will also review several landmark cases for community associations that all board members need to know.

12:15 pm – 1:10 pm

10 COMMON MISTAKES (AND THEIR CURES) IN HOA BOARD LEADERSHIP Presented by Mark T. Guithues, Esq. & Tom Connelly

Directors in community associations regularly receive training on what they need to know and do in order to best represent their communities in compliance with established legal and ethical parameters. What’s missing in most director training, however, is guidance on the things that many directors and boards do that detract from a board’s overall effectiveness. In this session, we will identify and discuss our “Top 10” mistakes and how to avoid making them.

2:00 pm - 2:55 pm

HOW COVID-19 IMPACTS CURRENT & FUTURE CONSTRUCTION PROJECTS Presented by Regan Brown & Bill Mann

This presentation discusses the challenges HOAs are facing in trying to resume projects that stopped during the early days of COVID-19 and how to reassess and plan for future projects regardless of whether they are proposed reserve study repairs, rehabilitation or post litigation. This program will discuss the value in waiting or proceeding and the considerations that should be included.

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

EXHIBITOR & SPONSOR DIRECTORY ACCOUNTANTS/CPAs CID Consortium, LLC Adam Haney 919 Reserve Dr. Roseville, CA 95678 888-786-6000 ahaney@cidcllc.us www.cidcllc.com

Levy, Erlanger & Company, LLP, CPAs

David Levy, MBA, CPA 290 King St., Ste. 12 San Francisco, CA 94107 415-981-9350 x107 david@hoa-cpa.com www.hoa-cpa.com

ATTORNEYS Angius & Terry, LLP

Aivy Vu 1990 North Carolina Blvd., Ste. 950 Walnut Creek, CA 94596 925-939-9933 avu@angius-terry.com www.angius-terry.com

2020 Echo HOA University & Expo | CONFERENCE GUIDE

MANAGERS LOUNGE SPONSOR

For over 25 years, Chapman & Intrieri, LLP has provided superior and cost effective legal solutions for California homeowner associations.

SEE YOU AT EXPO!

Our firm has successfully litigated numerous construction defect claims and has recovered in excess of one hundred million dollars for our residential community association clients. Our attorneys are well-versed in the various statutes and related case laws that govern Community Associations, such as the Davis-Stirling Act and the Corporations Code.

www.cnilawfirm.com

We counsel our community association clients regarding all aspects of operation and management including:

PRACTICAL SOLUTIONS SUPERIOR RESULTS

SAN FRANCISCO BAY AREA 2236 Mariner Square Drive Suite 300 Alameda, California 94501 (510) 864-3600

• • • • •

• Governing Document Amendments • Construction Defect Litigation • Enforcement Actions • Assessment Collections • Director Elections

ROSEVILLE 1382 Blue Oaks Blvd. Suite 140 Roseville, CA 95678 (510) 864-3600

ORANGE COUNTY 5000 Birch Street Suite 3000 Newport Beach, CA 92660 (949) 476-3611

Dispute Resolution Budget and Reserve Issues Developer Transitions Vendor Contract Review General Litigation

SAN DIEGO 10620 Treena Street Suite 230 San Diego, CA 92131 (858) 935-6019

Community Legal Advisors Inc. COMMUNITY ASSOCIATION ATTORNEYS

Serving San Diego County, Orange County, Inland Empire and Coachella Valley

Toll Free 833.938.1877 AttorneyforHOA.com

General Counsel • ADA & DFEH Compliance • CC&R & Bylaw Amendments • Architectural Matters • Contracts & Insurance • Elections & Recalls • Employment Law • Legal Opinions

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

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

BRONZE SPONSOR

Berding | Weil, LLP

Morganne Dykeman 2175 N. California Blvd., Ste. 500 Walnut Creek, CA 94596 925-838-2090 mdykeman@berdingweil.com www.berding-weil.com

Chapman & Intrieri, LLP

Trusted Legal Guidance For Community Associations LITIGATION, ARBITRATION AND MEDIATION CONSTRUCTION DEFECT CLAIMS CORPORATE GOVERNANCE AND TRANSACTIONS

Seema Ahluwalia 2236 Mariner Square Dr., Ste. 300 Alameda, CA 94501 510-864-3600 seema@cnilawfirm.com www.cnilawfirm.com

Hughes Gill Cochrane Tinetti, P.C. Amy K. Tinetti, Esq., CCAL 2820 Shadelands Dr., Ste. 160 Walnut Creek, CA 94598 925-926-1200 atinetti@hughes-gill.com www.hughes-gill.com

Tinnelly Law Group

hughes-gill.com

Facebook: @hughesandgill | LinkedIn: @hughes-gill

2820 Shadelands Drive, Suite 160 | Walnut Creek, CA 94598 925.926.1200

Explore all the Professional Service Providersâ&#x20AC;&#x2122; Booths in the Exhibit Hall! You can video chat or live text chat and load your swag bag with valuable information!

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Ramona Acosta 27101 Puerta Real, Suite 250 Mission Viejo, CA 92691 949-588-0866 ramona@tinnellylaw.com www.tinnellylaw.com

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

CLEANING SERVICES Dryer Duct Company

We’re The Dryer Duct Cleaning Experts.

We also clean, inspect and repair chimneys and fireplaces. 408.265.1010 www.dryerductco.com

Dennis Justus 1538 San Joaquin Way San Jose, CA 95118 408-265-1051 dryerductco@gmail.com www.dryerductco.com

COLLECTION SERVICES ASAP Collection Services Beverly Gordon 331 Piercy Road San Jose, CA 95138 (408) 363-9600 beverlee@asapcollect.com www.asapcollect.com

CONSTRUCTION MANAGEMENT CONSULTANTS B2R Consulting Group

Architectural Design

■

Construction Management Reserve Studies

■

Engineering Services ■

Forensic Investigations

Project Planning

Andy Bradvica 1740 West Katella Ave., Ste. L Orange, CA 92867 (619) 920-4049 abradvica@b2rconsultinggroup.com www.b2rconsultinggroup.com

CM Squared, Inc.

Nargis Barez 1101 Marina Village Pkwy., Ste. 201 Alameda, CA 94501 800-262-4047 nargis@gocm2.com www.GoCM2.com

Education and Training Adamen, Inc.

Serving all of California

(800) 262-4047 ■ GoCM2.com

Julie Adamen 360-779-6507 Info@Adamen-Inc.com www.adamen-inc.com

FINANCIAL SERVICES

Solutions for Homeowner Associations Contact: Sandy Rasmussen, CTP (916) 984-2203 sandyrasmussen@tcbk.com TriCountiesBank.com Member FDIC 28

2020 Echo HOA University & Expo | CONFERENCE GUIDE

CIT

Roxanne Jolicoeur, VP 1534 N. Moorpark Rd., Ste. 306 Thousand Oaks, CA 91360 866-800-4656 x7579 roxanne.jolicoeur@mutualofomahabank.com www.cit.com

Heritage Bank of Commerce

Chris Lucas 150 Almaden Boulevard San Jose, CA 95113 408-200-8721 chris.lucas@herbank.com www.heritagebankofcommerce.bank

SILVER SPONSOR

Convenient | Affordable | Online

Your HOA

CAM 101 for Board Members Training and Information for Community Volunteers

Banking Specialist

Contact Julie Adamen 360.779.6507

Treasury Services • Web-Based Payment Portal •

www.adamen-inc.com Tri Counties Bank

Sandy Rasmussen, VP 3700 Douglas Blvd., Roseville, CA 95661 (916) 597-3228 sandyrasmussen@tcbk.com www.tcbk.com

•

Integration Services

•

Operating and Reserve Accounts

•

Local Lockbox Processing

HOA Loans • Placement Services for Excess Reserves •

Equal Housing Lender Supporting Member of

GENERAL CONTRACTORS Axis Construction

Dawn Bales 2566 Barrington Court Hayward, CA 94545 510-732-6111 dawn@axisconstruction.com www.axisconstruction.com

Equal Housing Lender

A Dedicated HOA Department Here For You

Give us a call today 844.489.0999 www.HeritageBankofCommerce.bank

The G.B. Group, Inc.

J.P. Sanchez 8921 Murray Ave. Gilroy, CA 95020 925-595-2864 jp.sanchez@gbgroupinc.com www.gbgroupinc.com

IMPROVING COMMUNITIES

Member FDIC

Your HOA Specialists TM

GENERAL CONSTRUCTION Exterior Reconstruction/Decay Repairs Interior Renovations

IQV Construction & Roofing Daisy Ortiz 877 Chestnut St. San Jose, CA 95110 408-638-5520 dortiz@iqvinc.com www.iqvinc.com

Equal Housing Lender

ROOFING SPECIALTY CA Lic. 963219 (408) 6385500

Roof Replacement Roofing Repairs

Request a FREE estimate online www.iqvinc.com

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Recon360, LLC

Thu Anh Nguyen 99 Almaden Blvd., Suite 600 San Jose, CA 95113 (408) 444-9303 thuanh@recon-360.com www.recon-360.com

Saarman Construction, Ltd. David Mangini 683 McAllister St. San Francisco, CA 94102 (415) 515-2795 dmangini@saarman.com www.saarman.com

TARC Construction, Inc. Dan Fernandez 3230 Darby Cmn., Suite A Fremont, CA 94539 (408) 224-2154 dan@tarcinc.com www.tarcinc.com

Velocity Construction

Michael Nielsen 4123 Pestana Place Fremont, CA 94538 510-657-6432 michael@velocitycsinc.com www.velocitycsinc.com

LET US BE YOUR VIRTUAL

Landscape Maintenance, Construction and Design. Serving HOAs and planned communities, townhomes, and condominiums across the San Francisco Bay area.

Gina Pacini

ginap@dclandscaping.com

Cell: (510) 774-1311 41900 Boscell Rd, Fremont, CA 94538 (510) 353-6030 • (510) 353-6036 (fax) Cont. Lic #672485 • www.dclandscaping.com

COMPREHENSIVE LANDSCAPE MANAGEMENT

SUPER HEROES!

AUDITORIUM SPONSOR

SEE YOU AT EXPO!

Locally owned and operated since 1955 During this time of unexplored work environments, Socher has discovered more ways to serve you, and we are quite good at it! • We’re digital. Call us to set up a virtual lunch and learn. • We’re always available. We enjoy hosting and attending virtual board meetings. • We’re on it! We shop insurance so you don’t have to. • We’re quick! We pride ourselves on getting proposals to you on time. • We get the job done! Your in-house Claims Manager is ready to close claims quickly.

Regular site walks with your account manager 24-Hour customer service & emergency response

SERVICES Landscape Maintenance Landscape Construction Water Management Tree Care We proactively address minor issues before they become major problems!

877.317.9300

www.hoainsurance.net

CA Broker License No. 0C97535

800-891-7710

www.cagwin.com

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

INSURANCE SERVICES

LANDSCAPE MAINTENANCE

Socher Insurance Agency

Cagwin & Dorward Landscape Contractors

Charlotte Allen 1350 Old Bayshore Hwy., Ste. 630 Burlingame, CA 94010 650-312-9300 callen@hoainsurance.net www.hoainsurance.net

Sarah Dunia P.O. Box 1600 Novato, CA 94948 415-798-1796 sarah.dunia@cagwin.com www.cagwin.com

Del Conte’s Landscaping, Inc. Gina Pacini 41900 Boscell Rd. Fremont, CA 94538 510-774-1311 gina@dclandscaping.com www.dclandscaping.com

MANAGEMENT COMPANIES Associa Northern California Cynthia Heskett 4305 Hacienda Drive,Suite 140 Pleasanton, CA 94588 (925) 660-4615 cynthiaheskett@associa.us www.associaonline.com

Common Interest Management Services

Melanie Malik 1682 Novato Blvd., Ste. 204 Novato, CA 94947 415-321-8283 x230 mmalik@commoninterest.com www.commoninterest.com

BRONZE SPONSOR

BRINGING COMMUNITY TO

NORTHERN CALIFORNIA

Community management isn’t what we do—it’s who we are. At Associa Northern California, we have the national resources to provide top-tier property management, expert maintenance, robust financial services, and more. We deliver it all with the local expertise that only comes with living, working, and playing in the communities we serve every day. Contact our team today at 800.843.3351 to learn more!

www.associanortherncalifornia.com

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Christison Company

Dan Christison, CMCA, AMS 7901 Stoneride Dr., Ste. 222 Pleasanton, CA 94588 925-371-5718 dan@christisoncompany.com www.christisoncompany.com

Next Step Community Management

Nina Ebrahimi 1999 S. Bascom Ave., Ste. 700 Campbell, CA 95008 408-495-4695 nina@nextstepcommunities.com www.nextstepcommunities.com

Shoreline Property Management, Inc.

Diane Rossi 1100 Water Street Suite 1A Santa Cruz, CA 95062 831-426-8013 diane@shorelinepropertymanagement.com www.shorelinepropertymanagement.com

Professionalism with Personal Care Providing association management throughout Northern California

Getting started today, choose one of our programs below: Limited Service Program Collect assesments Delinquency collections Pay invoives on behalf of association Computerized financial reports Budget preparation Coordinate tax filings Coordinate reserve study update Disclosure compliance Consulting services available

Full Management Program Includes Limited Service Program PLUS Assigned property manager Meeting attendance Coordinate maintenance and repairs Assist with major repair projects Escrow coordination 24/7 emergency response

Shoreline Property Management has managed associations in Northern California since 1994. With combined experience of over 90 years, our managers are CACM certified. Our trained staff is available 24 hours a day for emergency response. Property managers are members of ECHO, CACM, CAI, and the Chamber of Commerce. Our knowledge of the David Stirling Act and other legal requirements will help the board to make decisions.

Shoreline Property Management, Inc. 1100 Water Street #1A Santa Cruz, CA 95062 www.shorelinepropertymanagement.com PH: 831-426-8013

Still NO Call?

MEANWHILE AT Christison Company

Are you tired of waiting for the phone call to be returned to you by your current HOA Management company? Are financial reports not being delivered on time? Does it feel like Groundhog Day at board meetings wen the same projects STILL havenâ&#x20AC;&#x2122;t been completed?

END THE MADNESS! Hire an HOA management company thatâ&#x20AC;&#x2122;s structured differently, so it can get things done. 7901 Stoneridge Drive, #222 Pleasanton, CA 94588

CALL (925) 371-5707 CONFERENCE GUIDE | 2020 Echo HOA University & Expo

MANAGEMENT SOFTWARE

Trusted Paints. Quality Results.

HOA Alchemy, LLC

Krishna Yalamanchi 2751 Chocolate St. Pleasanton, CA 94588 925-520-5003 krishna@hoaalchemy.com www.hoaalchemy.com

Benjamin Moore offers a comprehensive lineup of interior and exterior residential products to suit a wide range of needs, specialties and budgets, along with the best selection of color in the business. Homeowners and paint professionals have trusted our unmatched quality and long-term results since 1883.

Put Benjamin Moore® paints to work for you. Contact Pam Marsh HOA Paint Specialist at 415-686-9342 or pamela.marsh@benjaminmoore.com.

PAINT MANUFACTURERS & CONSULTANTS

Benjamin Moore & Company

17-15869_Echo Journal Ad_5.1875 x 2.312_v2.indd 1

4/12/17 8:39 AM

Pam Marsh 8350 Pardee Dr. Oakland, CA 94621 415-686-9342 pamela.marsh@benjaminmoore.com www.benjaminmoore.com

Need Help Navigating? Having Trouble logging in? We’re Here to Help! You can: • Call us: 408-816-1543 • Visit us at the Echo booth in the Exhibit Hall • Use the Technical Support button in the top bar in the Virtual Lobby

SILVER SPONSOR

The HOA Alchemy The HOA AlchemyApps and Mobile App is Mobile Websites Mobile is Customizable to Your forApp Homeowners Associations Customizable to Your Association’s Needs.

SEE YOU AT EXPO!

Association’s Needs. www.HOAalchemy.com

Review monthly financial statements, CC&Rs and bylaws www.HOAalchemy.com Read meeting minutes or annual disclosures

Read meeting minutes or annual disclosures

Pay association dues online

We are making Text or call residents or vendors Simplify board, Simplify board, homeowner associations Manage or create inspection homeowner, requests homeowner, simpler, faster and easier resident and vendor to manage. Create service or maintenance resident vendor requests forand pool, landscape, communication. parking, etc. Our platform lowers the costs for associations to run efficiently.

Review monthly financial statements, CC&Rs and bylaws

communication. And much more!

2020 Echo HOA University & Expo | CONFERENCE GUIDE

Text or call residents or vendors Manage or create inspection requests Create service or maintenance requests for pool, landscape, parking, etc. And much more!

PAINTING CONTRACTORS All Star Painting & Maintenance, Inc.

PAINTING & GENERAL CONTRACTOR • LICENSED, BONDED & INSURED

Brian Bellem 10638 Hillside Lane Carmel, CA 93923 831-277-7497 allstarpainting5@gmail.com www.allstarpaintingandmaintenance.com

RESERVE STUDIES Association Reserves

Lorena Valladares 1278 Indiana St., Ste. 400 San Francisco, CA 94107 415-694-8931 lvalladares@reservestudy.com www.reservestudy.com

Join in the Fun and Win!

Specializing in Homeowner Associations

831.277.7497

Property Maintenance • Construction • Free Estimates Interior/Exterior Painting • Wood Rot Repair • Patios & Decks

CA License #780250

Echo’s Scavenger Hunt is on at Expo!

ACCURATE, USER FRIENDLY RESERVE STUDIES

1. Find the Logos 2. Click the Logos 3. Win Prizes!

MORE CREDENTIALED RESERVE SPECIALISTS THAN ANY OTHER FIRM SERVING NORTHERN AND CENTRAL CALIFORNIA REQUEST A FREE PROPOSAL ONLINE AT

WWW.RESERVESTUDY.COM OR GIVE US A CALL AT (415) 694-8931

CONFERENCE GUIDE | 2020 Echo HOA University & Expo

TOWING & PARKING SERVICES Rebello’s Towing Services, Inc. Mike Rosas 696 Kings Row San Jose, CA 95112 408-292-8300 x310 mike@rebellos.net www.rebellos.net Rebello’s Towing Service Phone: 408-292-8300 x2 www.rebellos.net service@rebellos.net 696 Kings Row, San Jose, CA 95112

TREE SERVICES A Plus Tree, Inc.

Kenji Sweeney 3490 Buskirk Avenue Pleasant Hill, CA 94523 (866) 815-2525 kenji@aplustree.com www.aplustree.com

Arborwell

Need Help Navigating? Having Trouble logging in? We’re Here to Help! You can: • Call us: 408.297.3246 • Visit us in our booth in the Exhibit Hall • Use the Navigation Button Carousel in the Virtual Lobby BRONZE SPONSOR

Sam Diserens 2337 American Ave. Hayward, CA 94545 (888) 969-8733 sdiserens@arborwell.com www.arborwell.com

WATER & SMOKE REMEDIATION Fire & Water Damage Recovery

Maria Neumann 2450 Alvarado St., Building 1 San Leandro, CA 94577 (800) 886-1801 maria@waterdamagerecovery.net www.waterdamagerecovery.net

It’s a Wrap! After Party COMING IN LATE OCTOBER!

We’ll come together to thank our sponsors, hear your valuable feedback and give away more prizes! Watch your email for more information!

2020 Echo HOA University & Expo | CONFERENCE GUIDE

HOA BOARD MEMBERS & HOMEOWNERS $50 COMMUNITY MANAGERS $50

ECHO HOA BOARD MEMBERS & HOMEOWNER MEMBERS USE PROMO CODE

WECARE FOR $20 OFF FRIDAY & SATURDAY SEPTEMBER 25-26

ATTEND ONLINE FROM ANYWHERE

VIRTUAL EXPO HALL FEATURING 60+ EXHIBITORS

Two-day live event for HOA board members, engaged homeowners and community managers.

Access HOA education, networking opportunities and win prizes from anywhere with an internet connection.

Visit, chat and connect with HOA industry experts and service providers in the Virtual Expo Hall.

Join us virtually from anywhere | September 25-26, 2020 Click to Register Now Learn to run your association better. Take advantage of these unique learning experiences, including live Q&A sessions with HOA experts. Visit our exhibitors in Echo’s virtual Expo Hall and win prizes – from wherever you are! Have your legal questions answered by industry experts for the price of admission! Log on to the all-day session when it’s convenient for you. HOA attorneys will be available Saturday to provide answers for attendees. Attend and learn on-demand, when it’s convenient for you. You will have access to all the programming and exhibitor booths for 28 days after the live 2-day conference. Learn what to expect from a community manager by visiting The Managers’ Lounge: A place for you to meet and have a casual chat with community managers and learn from their experience.

Exclusive look from the outside in by participating in the 34th Annual Managers’ Conference brought to you by Levy, Erlanger & Company LLP. CPAs. Get insight into what’s happening in the world of community management to better understand and evaluate your management firm. Receive an HOA financial Green Book and learn the financial essentials and nuances of running an HOA community. It’s an industry favorite! (Free to the first 150 registered managers). One lucky attendee will win the grand prize: a trip to Hawaii or $1,500 cash (winner’s choice!!) Winner announced at Friday’s “Let’s Talk Wine” Reception. Must be present to win. Grand prize sponsored by Levy, Erlanger & Company LLP, CPAs.

(408) 297-3246 | www.echo-ca.org CONFERENCE GUIDE | 2020 Echo HOA University & Expo

Echo HOA Board Members & Homeowner Members: Use promo code WECARE for $20 OFF!

THANK YOU TO OUR LEADERBOARD SPONSOR

EARN POINTS

WIN PRIZES IN THE

LEADERBOARD CHALLENGE!

PRIZES Get out there visit sponsors and exhibitors, add to your swag bag, watch webinars, participate in a live Q&A to earn points and win prizes!

GRAND PRIZE Apple Watch 3 Series (one awarded as $250 Apple giftcard) Echo Gift Box – $250 Value (two awarded) COURTESY OF Solid Solutions Construction Services Cuvaison Wine Bundle (one awarded) $50 Gift Cards (three awarded)

HOW TO EARN POINTS EXHIBIT HALL Click an Exhibitor booth banner: 200 points Watch an Exhibitor’s video: 200 points Chat one-on-one with an exhibitor: 750 points SWAG BAG Each download to your swag bag: 300 points

GIFT CARD PRIZES SPONSORED BY Adamen, Inc. Hughes Gill Cochrane Tinetti, PC Saarman Construction, Ltd.

CAGWIN & DORWARD AUDITORIUM Watch a presentation: 500 points Join a Q&A session: 500 points THE CHAPMAN & INTRIERI MANAGERS LOUNGE Chat with a manager: 500 points LET’S TALK WINE RECEPTION – Friday 9/25 at 3:30 pm Attend and earn: 500 points Winners are selected by highest point accumulation. In the event of a tie, all names will be put into a random selection drawing. Winners will be notified via email and live on the Echo Facebook page on 9/29 at 3pm PST.

2020 Echo HOA University & Expo | CONFERENCE GUIDE

VISIT OUR SPONSORS & PRIZE DONORS AT THEIR EXPO BOOTHS!

THANK YOU TO OUR GENEROUS SPONSORS & EXHIBITORS WHO MAKE THIS EVENT POSSIBLE GOLD SPONSOR

SILVER SPONSORS

BRONZE SPONSORS

Conference Guide Sponsor AllStar Painting & Maintenance, Inc.

Registration Sponsor OMNI Community Management, LLC

Managers Lounge Sponsor Chapman & Intrieri, LLP

Track Q&A Sponsors Adams Stirling Angius & Terry, LLP Saarman Construction Velocity Construction

Auditorium Sponsor Cagwin & Dorward Landscape Contractors Leaderboard Sponsor Community Legal Advisors, Inc.

E-Learning Sponsors C.L. Sigler & Associates, Inc. CID Consortium, LLC

Scavenger Hunt Sponsors Angius & Terry, LLP TARC Construction, Inc.

Let’s Talk Wine Reception Cagwin & Dorward Landscape Contractors Christison Company Association Services G.B. Group, Inc. Heritage Bank of Commerce IQV Construction & Roofing

Ask The Attorneys Sponsor Next Step Community Management

EXPO EXHIBITORS A Plus Tree, Inc.

Chapman & Intrieri ,LLP

IQV Construction & Roofing

Adamen, Inc.

Christison Company Association Services

Levy ,Erlanger & Company LLP, CPAs

Angius & Terry, LLP

CID Consortium ,LLC

Next Step Community Management

Arborwell Tree Management

CIT

Rebellos Towing Services ,Inc.

A.S.A.P. Collection Services

CM Squared, Inc.

Recon360

Associa Northern California

Common Interest Management Services

Saarman Construction, Ltd.

Association Reserves

Del Conte’s Landscaping

Shoreline Property Management, Inc.

Axis Construction

Dryer Duct Co.

Socher Insurance

B2R Consulting Group

Fire & Water Damage Recovery

TARC Construction, Inc.

Benjamin Moore & Co.

The G.B .Group ,Inc.

Tinnelly Law Group

Berding | Weil, LLP

Heritage Bank of Commerce

Tri-Counties Bank

Cagwin & Dorward Landscape Contractors

HOA Alchemy, LLC

Velocity Construction Services ,Inc.

Hughes Gill Cochrane Tinetti ,PC CONFERENCE GUIDE | 2020 Echo HOA University & Expo

2020 Echo HOA University & Expo Conference Guide

Articles inside

Track One – In Depth

Track Three – In Depth

Meet Our Faculty

Which Track Is Right for Me?

Welcome to the 2020 Echo HOA University & Expo

The Chapman & Intrieri Managers Lounge