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
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