Track One – In Depth

8:30 am – 9:25 am

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.

12:15 pm - 1:10 pm continued

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.