Jazz Up Your Association MARCH 26, 2015 WWW. CAICF .ORG
Schedule of events EDUCATION: 11:00AM - 3:00PM 11:00am - 2:00pm - HOA & Condo Board Member Certification Class (CEU) 11:30am - 1:30pm - Legal Panel
TRADESHOW: 2:00PM - 6:00PM AFTER PARTY: 6:00PM - 7:00PM AFTER PARTY PRESENTED BY:
1:30pm - 2:30pm - Insurance Disaster Preparedness (CEU) 2:30pm - 3:00pm - Legal Panel
board of directors ALAN GARFINKEL, Esq. President Katzman Garfinkel
SUZAN KEARNS CMCA, AMS, PCAM President-Elect Kearns Management Solutions, Inc.
JOHN DOUGHERTY Vice President
GINA HOLBROOK Secretary
Leland Management
Premier Association Management of Central Florida
BILL JACKSON Treasurer
LOU BIRON Board Member
PAUL MELVILLE Board Member
BRIAN PECK Board Member
William A. Jackson & Company, CPAs
Sihle Insurance Group
True Property Group
HOA-Capital Advisors, LLC.
JAMIE RODRIQUEZ Past President / Board Member
DIANE RULLO Board Member
MATT VICE Board Member
Waterford Lakes Community Association
Vice Painting
tradeshow committee CHRISTY BORDEN Leland Management
MATT VICE Vice Painting
DANIELLE DOUGHERTY Volunteer
JOHN DOUGHERTY Leland Management
The Association Law Firm
BIANCA DUFFIELD
JULIE HAMOUD CBRE, Asset Services
GINA HOLBROOK Premier Management
KYLE JOHNSON R/J Group Roofing
SUZAN KEARNS Volunteer
PHIL SERRATORE DryFast Systems
ETHAN WARD Koneco Building Services
Event Information SUITCASING POLICY CAI Suitcasing Policy: CAI has a no-tolerance policy regarding “suitcasing,” which describes the practice by non-exhibiting companies or individuals of soliciting sales or sales leads in conference hotel, on the tradeshow floor, in the aisles or lobbies and/or representing their services or soliciting conference participants for conflicting social activities (including Chapter Party) and wearing company logo wear. Non-exhibiting suppliers participating in the conference as attendees or speakers are prohibited from soliciting business on the tradeshow floor, in or after sessions, or in the conference hotel. It is considered bad form to conduct business outside of your booth. Talking to clients or prospects in or in front of someone else’s booth is also a violation of CAI policy and will not be tolerated. All parts of the exhibit must remain in exhibitor’s assigned space. No exhibit will be allowed to infringe upon aisle space. Prospective exhibitors who want to check out the show will be given a guest badge and escorted through the exhibit hall by a CAI staff member.
After-Party Reminder Board Members and Managers are invited to attend ‘The Big Easy After Party’, presented by Austin Outdoor. At the end of the VIP Happy Hour (from 5-6 pm) on the tradeshow floor, please make your way toward David’s Club Bar & Grill. This Hilton Orlando bar will be serving drinks from 6-7 PM to attendees who present their After Party drink tickets (two tickets can be found included with the registration name tags provided upon check-in).
Medallion Sponsors P L AT I N U M S P O N S O R S Alliance Association Bank
Angius & Terry, LLP
Paul Knuth pknuth@aafin.com www.allianceassociationbank.com
Laurie Shrader lshrader@angius-terry.com www.angius-terry.com
Becker & Poliakoff
Bouchard Insurance
Brown & Brown Insurance
Glickstein, Laval, Carris, P.A.
Maria Hill mhill@bplegal.com www.bplegal.com
Matt Reedy
mattreedy@bouchardinsurance.com
www.bouchardinsurance.com
Negar Sharifi nsharifi@bborlando.com www.bborlando.com
Mary Dantuma mdantuma@glccpa.com www.glccpa.com
HOA Capital Advisors
Leland Management
Modern Plumbing Industries, Inc.
Ramco Protective
Brian Peck bpeck@hoa-capital.com www.hoacapital.com
Gary van der Laan, PCAM (407) 447-9955 www.lelandmanagement.com
Anthony Bracco (407) 327-6000 www.modernpi.com
Sam Negri sam.negri@ramcoprotective.com www.ramcoprotective.com
Sentry Management, Inc.
The Association Law Firm PLLC
Mary King mking@sentrymgt.com www.sentrymgt.com
Michael Ungerbuehler mau@associationfirm.com www.associationfirm.com
GOLD SPONSORS
Asphalt Restoration Technology Systems, Inc. Connie Lorenz connie.lorenz@asphaltnews.com www.asphaltnews.com
BB&T Association Services Sharon Parker sharon.parker@bbandt.com www.bbandt.com
S I LV E R SPONSORS
Mapili CPAs
Greystone Management Company
Larsen & Associates
Bernie Mapili Bernie@mapilicpas.com www.mapilicpas.com
Janice Armstrong jca@greystone-mgmt.com 407-645-4945
Armando Tarin atarin@larsenandassociates.com www.larsenandassociates.com
Union Bank Homeowners Association Services Tracy Stephens tracy.stephens@unionbank.com www.unionbank.com
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Booth Directory Restrooms located in main hallway to ballroom
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Tradeshow Entrance Hallway
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Aaxon Laundry Systems ABM Onsite Services ACT ADT Aegis Community Management All About Management, Inc. Alliance Association Banking American Backflow & Fire Services American Ecosystems Angius & Terry Apex Billing Apex Security Aquatic Systems Arias Bosinger, PLLC Armstrong Lock Arroyo Elite Asphalt Restoration Technology Systems
69 70 123 84 48 7 122 113 30 137 100 144 12 116 4
REGISTRATION
Association Capital Recovery Associations PR Austin Outdoor B&L Commercial Cleaning BB&T Association Services Becker & Poliakoff Bio-Tech Consulting, Inc. Blue Works Company Bouchard Insurance Bright House Networks Business Solutions Brown and Brown Insurance Brown, Garganese, Weiss & D’Agresta, P.A. CAICF Membership & Exhibitor Services Carol King Landscape Maintenance, Inc. Certified Foundations, Inc.
79 44 28 68 140 145 64 104 105 60 106 128 101 125 118 33 97 27 107 130 102 31 24 9 77 16 143 99 55 115 54 29 58 75 119 59 36 93 40 41 81 50 25 95 139 117 52 47 82 83 37 65 87 131 18 42 136 74 114 1 21 103
Claims Max Adjustors Cleanwise Cloud 9 Services CNL Bank Coldwell Banker Commercial NRT Community Advisors Converged Services, Inc. Critical Intervention Services Critical Intervention Services Custom Reserves Don Asher & Associates, Inc. Driveway Maintenance Inc. DryFast Ed Jones Insurance Agency Envera Systems Enviro Tree Service Flora Lawn Florida Community Bank Florida Paints Forsite Frontier Lighting GAB Robins GB Painting Gerstle, Rosen and Goldenberg, PA Glickstein Laval Carris CPAs Global Security Group Greystone Management Hara Management HIG Insurance Group HOA Capital Advisors, LLC HOA Financial HomeTeam Pest Defense HomeWiseDocs.com House of Management Kane Condominium and Association Services Katzman Garfinkel Koneco Building Services KWA Engineers, LLC Lake and Wetland Management Lanco Paints & Coatings Larsen & Associates Leland Management LM Funding, LLC Luke Brothers Mainscape Majestic Cleaning Services Mallard Systems Mapili CPAs LLC Melrose Management Melrose Management Midway Services Minute Men Press Modern Plumbing Industries Inc. Mutual of Omaha Bank CondoCerts Nassan Nidy Sports Construction Company Orange County Neighborhood Services Ozim and Martell PA P Willas Law P&A Roofing and Sheet Metal Peyton Bolin Poo Prints
CAJUN KING 86 76 146 109 78 98 110 51 135 120 127 108 112 94 46 91 92 32 147 38 121 134 45 22 11 141 63 53 2 3 129 89 142 67 72 20 90 132 6 61 73 10 17 62 56 49 57 124
Popular Association Banking PPG Industries, Inc. Precision Landscape Management Precision Sidewalk Safety Premier Management Premier Security Proscape Ramco Protective of Orlando, Inc. Rapid Security Solutions, LLC Renovia Reserve Advisors Restoration 1 CFL, LLC RLC Landscaping Ryestone Saydah Law Firm Sentry Management Sentry Management Sherwin Williams Sihle Insurance Group South Data Southern Mosquito Control Services Sperlonga Data & Analytics Spies Pool, LLC Strong Room Solutions Sunshine Foundation Symbiont Service Corp The Association Law Firm The Budd Group The Davey Tree Expert Company The Lake Doctors The Paint Drop by Valspar The Ruggieri Law Firm PA The Security Cam.com TOPS Software Towers Property Management Tri Choice Services True Property Group TruGreen Land Care U.S. Lawns Union Bank United Fire Universal Protection Service Universal Roof and Contracting Valley Crest Valley National Bank Vice Painting Vital Security WinDoor Incorporated
B E A DE D B E N E FAC TO R
PA RA DE PAT RO N S E CONDO COMME HOM R & HOA ASSOCIATIO CIAL TO AU CONDO NS
E VE N T S P O N SO R S Printing & Signage: IMAGE GRAPHICS Entryway “French Quarter Contributor”: VITAL SECURITY Security Officers: VITAL SECURITY & PREMIER SECURITY VIP Courtyard “Bourbon Street Supporter”: VICE PAINTING Plant Sponsor: AUSTIN OUTDOOR Photography & Pictures: KATZMAN GARFINKEL
Committed to our communities BB&T has provided products and services specifically designed to meet the needs of property management companies and community associations for over 28 years. This industry experience, combined with our strength and stability as one of the nation’s largest financial institutions, allows us to provide sound financial solutions to help ensure your organization’s continued success.
Sharon Parker, CAM Relationship Manager 407-702-2175 Sharon.Parker@BBandT.com Ronald Peck, CAM SVP/National Sales Director 772-486-3955 RPeck@BBandT.com
Association Services
Branch Banking and Trust Company is a Member FDIC and an Equal Housing Lender. Loans are subject to credit approval. Only deposit products are FDIC insured. © 2015, Branch Banking and Trust Company. All rights reserved.
cai central florida chapter upcoming luncheons All luncheons are held from 11am-1:30pm at the Crowne Plaza in Downtown Orlando. • •
April 2nd - Cash Flow Management for Associations May 7th - Social Media (CEU) & Community Broadband
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June 4th – Insurance Panel August 6th – Accounting (CEU) October 1st - Legal Panel November 5th – Total Control Access
• • • • • •
July 16th - Summer Social September - Business Partners Roundtable Event September - Board Member Certification Course October 22-23rd - M100 Class October 24th - 2015 Golf Tournament December - Annual Meeting & Holiday Gala
upcoming events Visit caicf.org for the most up-to-date information! • • • • • •
April - Business Partner Roundtable April - Board Member Certification Course May - Board Member Certification Course June - Board Member Certification Course July 9th - Meet the Managers July 16th-17th - M204 Class
interested in getting more involved? join a caicf committee! If you are interested in getting more involved in the chapter, joining a committee is a great thing to consider. Below are the different committees that we currently have active. Please feel free to contact any of the following committees: CA Day/Tradeshow Committee Matt Vice matt@vicepainting.com Christy Borden cborden@lelandmanagement.com
Communications Committee Bianca Duffield bsd@associationfirm.com
Education Committee
Gary van der Laan gvanderlaan@lelandmanagement.com Phillip Masi pmasi@bborlando.com
Golf Committee
Scott Pollock spollock@lelandmanagement.com Brian Peck BPeck@hoa-capital.com
Meet the Managers Committee Suzan Kearns suzan.kearns@gmail.com
Social/Gala Committee
Lou Biron lbiron@sihle.com
Alan Garfinkel, Esq. agarfinkel@likeyourlawyer.com Gina Holbrook Gina.holbrook@premiermgmtcfl.com
Membership Committee
Sunshine Foundation Committee
Legislative Committee
Paul Melville pmelville@truepropertygroup.com Mary Ann Sheriff msheriff@oldfnb.com Tom Harman tharman@evergladessecurity.com
Jamie Rodriguez rogjamie1@gmail.com
Community Associations Institute (CAI) provides information and education to community associations and the professionals who support them. Our mission is to inspire professionalism, effective leadership and responsible citizenship. Join CAI today or review our member benefits, including extensive online resources. For more information about membership, please reach out to the Executive Director at exdir@caicf.org.
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