It’s A Jungle Out There

2021 CACM Law Seminar & Expo  |  Exclusively in CMworld™

Equipping California Managers For Success

It’s a Jungle Out There! 
The world landscape is changing and the requirements of the position mean you must be at the top of your professional game.  Join colleagues on a community management safari to witness new perspectives that ensure you are prepared to tackle some of our industry’s wildest, most-beastly challenges.

                                                    EARLY                REGULAR 
Cost:    Manager Member            $299*                  $359*
             Manager Non Member     $399                   $459

Download CMworld to your desktop or laptop computer and get ready for the most immersive virtual event experience available! 

DOWNLOAD PAPER REGISTRATION FORM

1. Geographic-specific content: CACM’s Education team has pulled together California’s best and brightest to lead this year’s educational sessions.  Although content is relevant for the entire state of California, these experts will focus their teachings on either the Northern California or Southern California regions making the conversations unique to the area in which you serve communities.
2. Connections With Colleagues & Mentors: If catching up with colleagues and mentors is on your high list of priorities, then select the CACM Law Seminar & Expo that ensures you’ll be able to connect. 
3. Availability: CACM knows how busy your schedule can be.  Simply select the date that works best for you and feel confident that the education you receive and the connections you’ll gain will be exactly what you need for your professional success.

CONTINUING EDUCATION UNITS 
In order to obtain 8 CEUs, CCAMs, CAFMs and MCAMs must attend the full seminar and are required to sign out with the education team at the final session on Friday. There is no exam requirement. CalDRE credit is not currently available.

EVENT ATTENDANCE 
CACM events provide a safe environment where managers can openly discuss and find solutions to common HOA board challenges. Participation in CACM’s Law Seminar & Expo is restricted to professional community managers and management support staff only. HOA board members and homeowners are not permitted to attend.

STATEMENT OF PHOTO & VIDEO RELEASE 
Photography and video recording will be taking place during the Law Seminar & Expo as part of CACM’s ongoing marketing, public relations and social media efforts. By registering for this event, you grant CACM the right to film and photograph you without compensation and release CACM from all liability in connection with the use and distribution of your likeness.

*Early registration prices for Northern California end on December 31, 2020 and end for Southern California on February 1, 2021. Event registration closes for Northern California on Monday, January 25, 2021 and Monday, March 1, 2021 for Southern California.

Expand Your Professional Network
More than a thousand managers and industry partners will be in attendance for the same reasons: to reconnect with current colleagues, to establish new business relationships and to move forward on their career path.

Earn Up To 12 CEUs
Attend the Law Seminar & Expo and receive 8 CEUs for recertification. Take one of our three pre-seminar Ethics courses and earn an additional 4 CEUs. 

CMworld EXPO HALL
THE ULTIMATE VIRTUAL EXHIBIT EXPERIENCE
Walk the virtual Expo Hall floor and discover California’s leading industry partners. Step inside virtual booths for a uniquely personal networking experience or find a private chat space for you and your colleagues to catch up in the Jungle Lounge! CACM is proud to continue our leadership role hosting the largest Expo for the California community management industry that features a vast array of exhibits, all while networking with the “who’s who” of the industry.

Northern California Expo Hall Map                   Southern California Expo Hall Map

Interested in sponsoring and/or exhibiting at one or both of our Law Seminars?

SCLSE EXHIBITORS 

Adams | Stirling PLC   D34
ADCO Roofing & Waterproofing   C36
Alliance Association Bank   E21
Angelo Termite & Construction   D36
Antis Roofing & Waterproofing   E32
Appfolio, Inc.  C23
Arborwell   C41
Association Services Network   D21
AvidXchange   A32
Barcode Automation, Inc.   C31
Beaumont Tashjian   D13
Berding | Weil   B42
BlySky Restoration Contractors   C23.2
CGSystems, Inc. – California Gate & Entry System   D23
CID Insurance Programs, Inc.   A21
CINC Systems   A22
CIT   D41
ClickPay   B22
CM Squared, Inc.   B30
Community Legal Advisors, Inc.   C21
Concrete Hazard Solutions, Inc.   D11
Design Build Associates   E37
Dunn-Edwards Paint Corp.  E26
EmpireWorks Reconstruction   A31
Epsten, APC   B11
Fiore Racobs & Powers, A PLC   B21
Flanagan Law, APC   E22
FunFangle   B13
GAF   D30
Golden Alliance Insurance Agency   A12
Hays Companies   A13
Heritage Bank of Commerce   A11
HOA Accounting Services, Inc.   B34
HomeWiseDocs   E24
Interstate Restoration   B23
Kriger Law Firm   B35
LiftMaster   F30
MPS Financial, LLP   E31
Pacific Premier HOA & Property Banking   C22
PatioShoppers Commercial Pool & Patio Furnishings   C11
Popular Association Banking   B36
PrimeCo   A13
SECURITAS Security Services, USA, Inc.   D22 
Sherwin Williams   D35
Specialized Pipe Technologies   E38
SwedelsonGottlieb   A33
Vantaca   C24
Whitney | Petchul   C34
Yardi Breeze   E23

SCLSE SPONSORS 

Premier Sponsor

Education Session

Education Session

Education Session

Education Session

New Case Law

Law Seminar & Expo Signs

Have questions?

We are happy to assist. Reach out to Marketing@cacm.org.

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SOUTHERN CALIFORNIA SCHEDULE AT A GLANCE
 
WEDNESDAY, MARCH 10, 2021

12:30 PM – 4:30 PM       Pre-Seminar Ethics Courses

• CMM130 Foundational Ethics Course
• LDR500 Advanced Ethics: Leadership & Decision Making (prerequisite applies)
• LDR550 Ethics Mastery Course (prerequisite applies)

THURSDAY, MARCH 11, 2021

9:30 AM – 10:00 AM      CEO Welcome & Introductions
CMworld™ Auditorium

10:00 AM – 10:15 AM      Break

10:15 AM – 11:15 AM      Wild Encounters Game
CMworld™ Expo Hall

11:30 AM – 12:45 PM        Concurrent Sessions                       

• Implementing an Effective Code of Conduct
• Dealing with Cashflow Challnges
• Examining the Many Aspects of Virtual meetings
• ADA Issues Beyond Service Animals

12:45 PM – 1:30 PM           Lunch Break

1:30 PM – 3:30 PM             CMworld™ Expo Hall Open

3:45 PM – 5:00 PM             Concurrent Sessions                                  

• Protecting the HOA From Liability
• Dealing with Critters
• Emergency Preparedness
• Lessons Learned During the Pandemic

FRIDAY, MARCH 12, 2021

9:30 AM – 10:00 AM            CCAM Oath Ceremony, MCAM & CAFM Recognition.
CMworld™ Auditorium

10:15 AM – 11:30 AM          Concurrent Sessions          

• The New Work Environment
• Everything You Need to Know About the New Election Laws
• Navigating Capital Improvements
• Getting It Right The First Time-Transition from Develop to Manager

11:30 PM – 12:30 PM            Lunch Break

12:30 PM – 2:00 PM             CMworld™ Expo Hall Open

2:15 PM – 3:30 PM               New California Case Law
CMworld™ Auditorium

WEDNESDAY, MARCH 10, 2021

12:30 PM – 4:30 PM – Pre-Seminar Ethics Courses

• CMM130 Foundational Ethics Course
• LDR500 Advanced Thics: Leadership & Decision Making (prerequisite applies)
• LDR550 Ethics Mastery Course (prerequisite applies)

THURSDAY, MARCH 11, 2021

9:30 AM – 10:00 AM – CEO Welcome & CACM Annual Meeting

10:00 AM – 10:15 AM –  Break

10:15 AM – 11:15 AM –  Wild Encounters Game
CMworld™ Expo Hall

11:30 AM – 12:45 PM – Concurrent Sessions

• Implementing an Effective Code of Conduct
• Dealing with Cashflow Challenges
• Examining the Many Aspect of Virtual Meetings
• ADA Issues Beyond Service Animals

12:45 PM – 1:30 PM – Lunch Break

1:30 PM – 3:30 PM – CMworld™ Expo Hall Open

3:45 PM – 5:00 PM – Concurrent Sessions

• Protecting the HOA From Liability
• Dealing with Critters
• Emergency Preparedness
• Lessons Learned During the Pandemic

FRIDAY, MARCH 12, 2021

9:30 AM – 10:00 AM – CCAM Oath Ceremony, MCAM & CAFM Recognition, CMworld™ Auditorium

10:15 AM – 11:30 AM – Concurrent Sessions

• The New Work Environment
• Everything You Need to Know About the New Election Laws
• Navigating Capital Improvements
• Getting It Right The First Time-Transition From Developer to Manager

11:30 AM – 12:30 PM – Lunch Break

12:30 PM – 2:00 PM – CMworld™ Expo Hall Open

2:15 PM – 3:30 PM – New California Case Law, CMworld™ Auditorium

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NCSLE Session Speakers – Details

Dealing with Critters                                  
It’s an ever-growing challenge for our communities regardless of its age or size. This session is not just about rodent and insect infestations (bedbugs, fleas and roaches), but includes a jungle of other critters including swarming bees, bears, coyotes, fowl, moles, mountain lions, and snakes.

Key Takeaways                                  
• Who is responsible for what, e.g., the association, the owners, the residents, government agencies, vendors?
• What steps should the association follow regarding the establishment (or refinement) of policies/procedures to address these issues?
• What precautions can be taken to safeguard owners’ pets from critters as well as abatement efforts?
• How should critter episodes be appropriately documented and communicated?
• What are some “tips” for reducing critter issues?
• What are the limitations on critter control – what does the law provide?
• Who are the regulatory agencies?
• Are there notice requirements for certain critter abatement? If so, what are they?

ADA Issues Beyond Service Animals
There have been ongoing discussions focused on accommodating resident requests regarding service animals. The situations that managers deal with involve so much more. This is of particular importance given the new Fair Housing Laws that went into effect in 2020.

Key Takeaways      
• What triggers ADA compliance? FEHA compliance?
• What qualifies as a reasonable accommodation?
• Who is responsible for what, i.e., the association, the owners, the residents?
• What questions can you ask and not ask?
• What are potential penalties when you get it wrong?
• What is the best approach for planning for costs that may result from unexpected compliance accommodations?

Emergency Preparedness
A managers’ view of emergency preparedness has significantly changed as communities throughout California have had to address emergencies that have included fires that have wiped out entire towns, flooding that devastated entire communities, Covid-19, protesting and looting. As the old adage says, “It’s never a problem until it’s a problem caught!”

Key Takeaways
• How do communities prepare for unknown emergencies?
• How do communities remain current on ever-changing local, state and federal mandates?
• What does an effective communication plan need to address?
• Who is in charge and who makes the calls?
• What communication systems need to be in place and with whom?
• What are effective ways to communicate with each group of stakeholders (i.e., residents, homeowners, first responders)? How often?

Implementing an Effective Code of Conduct 
Implementing an Effective Code of Conduct – A growing challenge for managers is dealing with abrasive behaviors and learning to tame the beast. Whether it’s managing crowds at meetings or large gatherings at events, knowing how to handle these situations is a skill that all managers must have in their toolkit.

Key Takeaways
• How can creating a Code of Conduct effectively address abusive behaviors of board members? owners? tenants?
• How do you get buy-in from the board? from residents?
• What do you do when a board member does not want to sign an acknowledgement form?
• Are additional actions needed before a Code of Conduct can be implemented? If so, what actions?
• What are the best steps to follow when creating and communicating a Code of Conduct?
• What are specific industry examples of how the Code of Conduct has been used to effectively manage harassment?
• At what point should security be called? the police?
• Can video recording be used? When is it appropriate and when is it inappropriate?
• When is it appropriate to file a restraining order? What is the process?

Everything You Need to Know About New Election Laws
Demystify the new election law requirements. Come away armed with the knowledge of how to comply with these laws when shelter-in-place and social distancing mandates create additional challenges.

Key Takeaways
• What does the review process look like with the association’s attorney?
• What do the laws require of HOAs; in other words, what can and can’t HOAs do?
• What is meant by cumulative voting? Are write-ins allowed?
• What are the defined timelines?
• What is the best process for the selection of an Inspector of Elections (professional vs. homeowner)?
• What does compliance monitoring restriction look like? How is it documented?
• What additional actions need to take place when compliance with state and local health mandates are also being implemented? (Ex. – members cannot be present to watch the opening of ballots)
• What can happen if the election is not conducted properly?

Lessons Learned During the Pandemic
Journey deep within the pandemic jungle to uncover new strategies for effective leadership and lessons learned during a time of crisis.

Key Takeaways
• What changes need to be made to accommodate the “new normal”?
• What is a board and/or manager to do when government directives require the associations to take actions that have not been funded? (ex. – not enough insurance to address new HOA risks; required items that were not included in the budget)?
• How do you enforce imposed mandates that are in direct violation of existing governing documents and when do you relax them (ex. – parking policies; operation of gyms, pools and golf courses)?
• What is considered a “reasonable” emergency contingency allowance when planning budgets given the uncertainty of the times?

Protecting the HOA from Liability
Climb aboard the safari jeep to explore risk management. This exploration will showcase the value of creating a management plan that identifies risks and provides reasoned responses that protect the community and its owners from liability.

Key Takeaways
• What is it beneficial for associations to develop a risk management plan?
• What components should be addressed in an effective risk management plan?
• How do associations ensure that the plan stays timely and justifiable?
• What is the best approach to determining the right insurance(s) to secure?
• What is the most effective way to involve members in the development of this plan?
• What are ways in which this plan does not get “put on the shelf” until the association is faced with a serious liability issue?

The New Work Environment
2020 was a jungle of a year requiring community managers to swing through a jungle of obstacles. There was little warning before the workplace as we knew it, changed dramatically.

Key Takeaways
• What does office space look like in this new work environment?
• What supports/tools can and should be provided to staff so they can work from home effectively?
• What are effective ways to maintain accountability without compromising trust? Should work logs be maintained?
• What does liability look like in this new work environment?
• What are some examples of implementing flexible work schedules?
• What are some strategies for maintaining critical work relationships between:
     o the manager and vendors
     o the manager and co-workers
     o the manager/board and owners/residents
• How do you maintain the office culture in this new work environment?
• How do you keep teams engaged?

Examining the Many Aspects of Virtual Meetings
In these times of ZOOM, GOOGLE Meets and the likes, can and should associations embrace these formats to conduct association business? Join colleagues as we examine the questions that arise as more and more associations are considering this option.

Key Takeaways
• What does the law and governing documents say?
• What are potential liability issues that the manager needs to consider before advising the board?
• What are some privacy concerns that the board and manager need to be aware of? How do you proactively address those concerns?
• What is the best way to monitor screening participation?
• What do you do when an unauthorized individual “attends” the meeting?
• How do you manage audience participation effectively?
• How do you deal with the recording of a meeting?

Getting It Right the First Time
The transition from developer to manager continues to be a topic of great interest to the CACM manager members. It has been a requested breakout session almost every year. This year, tackle the conversation with an entirely new approach. Through the use of 2 case studies, each representing a different type of community, panel members walk through the SB 800 process, using each case study to illustrate how the law applies to community management.

Key Takeaways
• How a manager should establish a non-adversarial approach throughout the SB 800 process.
• How a manager will need to address:
o Statutes of limitation
o Builder warranty procedures
o Builder repair rights
o Communications with the builder
o Developer-controlled boards
o Owner vote requirements
o Negotiating a repair or settlement
o Utilizing a third-party

Dealing with Cashflow Challenges 
With unemployment in California at an all-time high, Boards and managers may not be able to cover budgeted expenses. Grab your binoculars for a birds-eye view of how to address cashflow challenges and learn ways to increase revenue beyond assessments.

Key Takeaways
• How do you manage delinquent assessments that are a direct result of the pandemic? Are there special allowances for deferring due dates?
• How do you address the issue that a homeowner refuses to pay the full amount of the assessment due to the fact that he/she is not getting the benefit of all of the amenities the assessments cover?
• Is foreclosure a viable option for associations to pursue in these times?
• How can associations raise revenue beyond assessments?
• What are some “tips” to help managers proactively address cashflow challenges?
• How can associations maintain an operating cash policy that requires 3-6 months of cash-on-hand?
Northern California

New California Case Law
Learn about the new laws impacting the CID industry—what they mean, the lessons learned and how the new case law rulings will impact the way associations do business.

Navigating Capital Improvements 
Your Homeowners Association is responsible for maintaining property values throughout the community. In addition, regular inspections are required in the CC&R’s, Reserve Study updates, and by SB326 and SF 604 if applicable. Capital projects often are required after completion of required inspections. So, the Board and Manager have some big decisions to make when it comes to improving the common areas and who they choose to help them with the projects.

Key Takeaways
• Why complete a Capital Improvement Project?
• What is the most effective team to assemble? We will answer the pros and cons of design professionals, construction managers, general contractors, and attorney?
• What are some examples of things that go wrong?
• What contractual and insurance issues should be considered?