2020 ECHO HOA UNIVERSITY & EXPO AGENDA TRACK 1 Levy Erlanger Managers’ Conference Friday | September 25, 2020
TRACK 2 HOA Board Basics Saturday | September 26, 2020
TRACK 3 Legal & Trending Issues Saturday | September 26, 2020
8:30 am - 9:25 am Case Law
8:30 am - 9:25 am Financial, Tax & Budget Basics
8:30am – 9:25 am Coping in a COVID World
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 Speakers
PRESENTED BY JOHN P. GILL, ESQ. & AMY TINETTI, ESQ.
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 – 10:55 am How to Recognize a Lawsuit PRESENTED BY KEVIN MALLET, ESQ.
Elections
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 HOAs PRESENTED BY WYATT CLARKE
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
Board Meetings & Covid-19
10:55 am - 11:15 am Live Q&A with Speakers
PRESENTED BY JENNIFER M. JACOBSEN, ESQ.
11:15 am – 12:15 pm LUNCH BREAK 12:15 pm – 1:10 pm Reserves & Balcony Inspections PRESENTED BY TYLER BERDING, ESQ. & ROY HELSING
Scary Situations for Managers to Avoid 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 Legislative Update PRESENTED BY NATHAN McGUIRE, ESQ.
11:15 am – 12:15 pm LUNCH BREAK 12:15 pm – 1:10 pm Mandatory Year-End Packet Items PRESENTED BY DAVID F. FEINGOLD, ESQ.
1:10 pm - 1:30 pm Live Q&A with Speakers
9:25 am - 9:45 am Live Q&A with Speakers
2:00 pm – 3:15 pm Hierarchy of Law and Governing Documents PRESENTED BY WILLIAM M. SCHERER, ESQ. & LOUIS J. SARMIENTO JR., ESQ.
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
9:45 am – 10:00 am
Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!
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.
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
Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!
10:25 – 10:50 am | 10:50 – 11:15 am |
J. SPENCER EDGETT, ESQ.
JOHN P. GILL, ESQ. KATRINA SOLOMATINA, ESQ.
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
10:00 – 10:25 am |
11:15 am – 12:15 pm | LUNCH BREAK
10:55 am - 11:15 am Live Q&A with Speakers
1:30 – 2:00 pm Visit the Exhibit Hall and the Chapman & Intrieri Managers Lounge!
TRACK 4 Ask-the-Attorney Open Q&A Saturday | September 26, 2020
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 – 3:15 pm How COVID-19 Impacts Current HOA Construction Projects PRESENTED BY REGAN BROWN & BILL MANN
Insurance PRESENTED BY CHARLOTTE ALLEN
Federal and California Income Taxes PRESENTED BY WILLIAM ERLANGER, CPA
3:30 pm – 4:30 pm Let’s Talk Wine Reception
JOIN US FOR THE
Friday | September 25 | 3:30 pm
Let’s Talk Wine
A fun, social virtual gathering featuring a grand prize: a vacation to Hawaii (or $1,500 cash) and a fine wine giveaway!
RECEPTION See page 28 for details 26
September/October 2020 | ECHO journal
featuring fine wine selected by ECHO journal | September/October 2020
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