A GRAND ADVENTURE
SOUTHERN CALIFORNIA LAW SEMINAR & EXPO
FEBRUARY 28 – MARCH 1, 2024
DISNEYLAND HOTEL & CONVENTION CENTER
Community Management Is an Adventure!
Whether you are new to community management or a tried-and-true veteran, our industry offers new and exciting adventures for all to experience. The journey in the community management industry is often filled with twists and turns, surprises, setbacks, successes, and hiccups. They are all part of the “grand adventure” in CIDs. So buckle up and join your colleagues on this two-day adventure that will provide you with new legal insights and perspectives.
WHY ATTEND
Build Your Career
The strategies you’ll learn at the CACM Law Seminar will enhance your professional skills and help you to successfully guide your communities.
Connections With Colleagues & Mentors
If catching up with colleagues and mentors is on your high list of priorities, then you can look forward to the largest gathering of California community management professionals at the Law Seminar. Expand your professional network and build powerful relationships.
Region-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.
Earn Up To 12 CEUs*
Attend the Law Seminar & Expo and receive 8 CEUs for recertification. Take one of our two pre-seminar Ethics courses being offered the day before the Law Seminars to earn an additional 4 CEUs.
Cost to Attend
Manager Member Pricing:
Early: $359
Regular: $399
Walk In: $459
Manager Non-Member Pricing:
Early: $459
Regular: $499
Walk In: $559
*Early registration prices for Southern California end on January 26, 2024.
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. The Ethics courses are purchased separately from the Law Seminar.
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.
**Online registration closes on Sunday, February 25. After this date, you can register by filling out this form and emailing it to registration@cacm.org or bring the form to the onsite event registration desk.
SCHEDULE
WEDNESDAY, FEBRUARY 28, 2024
12:30 PM – 4:30 PM Pre-Seminar Ethics Courses (Optional, On-site)
LDR500 Advanced Ethics: Leadership & Decision Making (Prerequisite applies) Castle A-C
LDR550 Ethics Mastery Course (Prerequisite applies) Monorail A-B & Monorail C
THURSDAY, FEBRUARY 29, 2024
7:30 AM – 8:30 AM Registration Center Lounge
7:30 AM – 8:30 AM Breakfast Magic Kingdom Ballroom
8:30 AM – 8:45 AM CEO Welcome & CACM Annual Meeting Magic Kingdom Ballroom
8:45 AM – 9:30 AM Keynote Presentation Magic Kingdom Ballroom
9:30 AM – 10:15 AM Vision Awards Magic Kingdom Ballroom
10:30 AM – 11:45 AM Concurrent Sessions
Construction Defect & HOAs South Ballroom
EVs and Solar: Here to Stay Monorail
Do You Know the Matrix? Sleeping Beauty
The Impact of New Reserve Study Standards Castle
11:45 AM – 12:45 PM Lunch Break Magic Kingdom Ballroom
12:45 PM – 3:00 PM Expo Hall Open Exhibit Hall
3:15 PM – 4:30 PM Concurrent Sessions
Alternatives During an Insurance Crisis South Ballroom
Steering Clear of Fair Housing Trouble Monorail
Association Elections Explained Castle
It’s Our Policy Sleeping Beauty
3:30 PM – 4:30 PM Industry Partner Appreciation Adventure Lawn
4:30 PM – 6:30 PM Welcome Reception Adventure Lawn
FRIDAY, MARCH 1, 2024
7:30 AM – 8:30 AM Breakfast Magic Kingdom Ballroom
8:30 AM – 9:15 AM CCAM, CAFM & CCIP Oath Ceremony Recognition Magic Kingdom Ballroom
9:15 AM – 10:15 AM Concurrent Sessions
Manager Roundtable – The Misadventures of Seasoned Managers Monorail
Manager Roundtable for Rookies Castle
Mastering Time Management Sleeping Beauty
To Share or Not to Share – That is the Question South Ballroom
10:15 AM – 12:15 PM Expo Hall Open Exhibit Hall
12:15 PM – 1:15 PM Lunch Break Magic Kingdom Ballroom
1:15 PM – 2:30 PM New Case Law Magic Kingdom Ballroom
KEYNOTE SPEAKER
Change Proof: Leveraging the Power of Uncertainty to Build Long-Term Resilience
Unprecedented, chaotic, overwhelming, exhausting. These are the words most frequently used today to describe our personal and professional lives. Let’s face it though, this is not the first time – nor will it be the last – that we will be challenged on a mental, emotional, physical, and yes, even a spiritual level. When we’re not at our best in these areas, we just don’t perform well, leaving creativity, flexibility and innovation on the table. The impact? Our key performance indicators suffer, including revenue and profitability.
Today’s imperative is for our organizations to cultivate our ability to become Change-Proof: having the ability to not just to ride the waves of change – but to shred them and stay on top for the long ride! Resilience is the foundation, both individually and organizationally, for maintaining performance. Research shows that when we develop, practice, and invest in the skills of resilience, the results are improved health, more energy, passion and engagement, lower turnover and greater team innovation and performance.
In this high-energy interactive talk, Adam Markel teaches tangible, impactful strategies and practices to improve our levels of resilience and our capacity to leverage the stress of uncertainty and change to build long-term growth.
ABOUT THE SPEAKER
Adam Markel, bestselling author, keynote speaker and resilience researcher, guides individuals and organizations to tap the power of resilience to master the challenges of constant change. With 18 years as a trial attorney building a multi-million dollar enterprise and 10 years as the CEO of a leading personal development and business training company, Adam has much to share about resilience, culture and change. As one of Huffington Post’s top speakers to see and the #1 Wall Street Journal bestselling author of Pivot, Adam’s messages have inspired tens of thousands worldwide. His keynotes, corporate workshops, and business mentoring integrate practical business strategies, personal development insights and a unique delivery style to create a high-energy and impactful learning environment. Adam is continuously inspired by his wife of more than 30 years and their four children.
SESSIONS
Do You Know the Matrix?
(Session geared toward managers of all experience levels)
We’re not talking about Neo and a dystopian future where machines rule, but rather the very real issues of repairs and maintenance at single or multi-family homes. Come to this session to learn about the Maintenance Matrix. What is it? Who creates it? And what are its benefits? You will walk away with a new understanding of this key document and its place in the hierarchy of governing documents. A sample Matrix will be provided.
Troy Kennedy, Esq., Adams | Stirling PLC
Lisa Tashjian, Esq., Beaumont Tashjian
Darren Shaw, CAMEx, MCAM-LS.AA, San Diego Country Estates
To Share or Not to Share – That is the Question
(Session geared toward managers of all experience levels)
Learn about the different notices, documents, and disclosure requirements per Civil Code. This session will cover best practices for association communications including what documents can and cannot be shared, processing owner requests, requirements for opting in or out of communications, as well as good avenues for sharing information with homeowners.
Matt Ober, Esq., Richardson | Ober
Cang Le, Esq., Tinnelly Law Group
Marti Mello, CCAM, Amber Property Management
It’s Our Policy
(Session geared toward managers of all experience levels)
Sometimes it makes sense for a board to adopt a policy rather than to add or make changes to governing documents. When should a community implement a policy and how does it best support association governance? You will walk away knowing how and when to implement a policy, if legal counsel should be involved in enforcement and the common types of policies.
A.J. Jahanian, Esq., Beaumont Tashjian
Austin Baillio, Esq., Maxwell & Morgan, PC
Holly Smith, CCAM, Desert Resort Management
Construction Defect & HOAs
(Session geared toward managers of all experience levels)
Construction defect litigation does not mean that sales and refinancing must come to a halt within an HOA. Learn about and gain understanding of the construction defect process. Panelists will go into detail on CD claims and how they’re handled and communicated to existing homeowners and new buyers. Examples of CD claims in different types of developments will be provided.
Rachel Miller, Esq., The Miller Law Firm
Loren K. Shiu, Esq., The Naumann Law Firm
Robert Smith, CCAM-HR, Savoy HOA
EVs and Solar: Here to Stay
(Session is geared toward managers of all experience levels)
Hear about the latest trends in electric vehicle stations and solar panels and what the guidelines are for their use across all types of common interest developments including condominiums, high rises, townhomes, single family homes and other property types. This session will cover architectural guidelines and approvals, time frames for accommodation and consequences if an association delays or does not implement these new energy efficient options due to infrastructure challenges.
Cyrus Koochek, Esq., SwedelsonGottlieb
Jillian M. Wright, Esq., Epsten, APC
Kendrah Kay, CAMEx, CCAM, Powerstone Property Management, ACMC
Steering Clear of Fair Housing Trouble
(Session geared toward managers of all experience levels)
In this session panelists will go over common Fair Housing challenges that managers and boards are facing today, the new claims that are surfacing and how to draft policies to address issues. You will walk away with a clear understanding of how the Fair Housing Act regulates homeowners’ associations and red flags to look for to avoid a claim. Compliance, protected classes, and claim process timelines will also be covered.
Shanne Ho, CCAM-HR.ND, ProActive Professional Management
James McCormick, Esq., Delphi Law Group, LLP
John D. Hansen, Esq., Baydaline & Jacobsen, LLP
Manager Roundtable – The Misadventures of Seasoned Managers
(Session geared toward experienced managers)
As the theme of our Law Seminar suggests community management is a “grand adventure.” And as the adage goes, “it never gets easier, you just get better.” Just when you think you have seen it all, you may find yourself in a novel situation, or something may come along to challenge the status quo. This managers’ roundtable will give seasoned managers the opportunity to ask questions, share ideas and problems with others to collectively brainstorm solutions and encourage shared success.
Brian Moreno, Esq., Brian D. Moreno Law
Jeffrey A. Beaumont, Esq., Beaumont Tashjian
Stacy Gerowitz, CAMEx, CCAM, Century Hill Association
Mastering Time Management
(Session geared toward managers of all experience levels)
Every community manager has that “needy” association that requires more time than their contract specifies. Gain new tools for effective time management in this session. Learn how to effectively communicate with the board, how to stay on track of pending and upcoming actions and when to turn to supervisors and leadership for help.
Christina Ciceron, Esq., Ciceron Law
Adrian Chiang, Esq., SwedelsonGottlieb
Kyle Hawkins, CCAM, Blue Horizon Management Company
Association Elections Explained
(Session geared toward managers of all experience levels)
Keeping track of deadlines for acclamation and regular elections can wear you down. This session will provide community managers with the information to meet all statutory deadlines for all association elections. It will also cover the benefits of hiring an inspector of elections, how to plan for the cost involved and how to stay on track with varying timelines.
Stephen M. Levine, Esq., The Judge Law Firm
Mark Guithues, Esq., Community Legal Advisors
George Ross, CCAM-LS, PMP Management
Alternatives During an Insurance Crisis
(Session geared toward managers of all experience levels)
Governing documents require associations to obtain adequate insurance coverage to protect the investment of their members. However, recently, coverage access and cost have posed unforeseen challenges for many communities, forcing them to find alternate solutions. This session will cover the reasons for premium increases, options for non-renewals, alternate coverage and how to pay for the skyrocketing cost of insurance. Panelists will discuss non-admitted carriers, excess and surplus lines, and umbrella coverage.
Kimberly Lilley, Berg Insurance Agency
Bill Curry, Esq., Whitney | Petchul APC
Joe Price, CAMEx, CCAM, Powerstone Property Management, ACMC
Roundtable for Rookies
(Session geared toward new managers)
You are new to the HOA industry and have been managing for less than five years. You are tired, maybe frustrated and overwhelmed. You are wondering how community managers who have been in the industry 10-plus have stayed in this career. You belong in this session! Hear tips and ideas on handling the workload, work/life balance, gaining confidence, where to find information, resources and training, and the importance of self-care. Walk away with a renewed mindset. You can do this!
Robert DeNichilo, Esq., Nordberg | DeNichilo, LLP
Steven Roseman, Esq., Roseman Law, APC
Lorena Sterling, CAFM, Community Association Financial Services
The Impact of New Reserve Study Standards
(Session geared toward managers of all experience levels)
Understand what has changed with the 2023 Reserve Study Standards and how it will likely affect California CIDs and reserve study funding. This session will cover potential implications for associations with structural components, cost of working with experts and inclusion of natural disasters. Panelists will discuss best practices for community managers in inspections of common areas and components, how to integrate information from the reserve study into maintenance programs, when to work with experts, how to select a reserve study analyst, and how to communicate the information from the reserve study to the boards.
Tim Flanagan, Esq., Flanagan Law APC
Scott Clements, Reserve Studies Inc.
Heather Wiltshire, CCAM, Associa – N.N. Jaeschke, Inc.
New Case Law
(Session geared toward managers of all experience levels)
Hear the latest on new laws and cases that impact our industry and the communities we manage and how to implement the changes.
Pejman D. Kharrazian, Esq., Epsten, APC
Sandra L. Gottlieb, Esq., SwedelsonGottlieb
Jennifer Wada, Esq., WADA Government Relations
Samantha K. Negley, CCAM-PM, HOAMCO
HOTEL & TRAVEL
HOTEL INFORMATION
DISNEYLAND HOTEL & CONVENTION CENTER
(Host Hotel)
1150 West Magic Way
Anaheim, CA 92802
(714) 520-5005
Time Period
Event Dates: February 28 – March 1
Room rates: February 24 – March 4
Hotel Reservations for CACM Group Rate:
Phone: (714) 520-5005, M-F 8am-5pm PST (Provide Organization’s Name)
Group rate ends 2/1/2024 and is subject to early sell out.
CACM Expo Room Rate
Single/Double: Rate starting at $339 plus applicable taxes.
*The room block is subject to early sell out. Group rate ends 2/1/2024
Check In: 3:00pm Check Out: 11:00am
Ticket Store is open from Wednesday, November 8, 2023
through 9pm PST on Tuesday, February 27,2024
Tickets are valid from Sunday, February 25, 2024 through Thursday, March 07, 2024.
Parking
Self-Parking*: $35 per car
Valet Parking*: $50 per car
*Subject to change by hotel
*For hotel guests, nightly self-parking is $35 per car and valet is $50 with parking in/out privileges. Non-hotel drive-on guests pay the same daily parking fee per car, no in/out privileges.
Beware of scammers! We have secured room blocks only with the host hotels for each event: The Oakland Marriott City Center for the NorCal Law Seminar and the Disneyland Hotel for the SoCal Law Seminar. Any solicitations you receive about rooms for attendees are NOT LEGITIMATE. Booking links for our room blocks are found on the Law Seminar event pages ONLY on CACM.org.
EXHIBITORS & SPONSORS
CACM EXPO HALL
Adventures through California! Industry partners will showcase an adventure they love or have been through. Whether it’s the world of superheroes, the great outdoors, or thrill-seeking sports and hobbies, you will be transported to a place of fun and “grand adventure.” 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.
THANK YOU TO OUR SPONSORS
Conference Bag Sponsor
Conference Lanyard Sponsor
Keynote Sponsor
CM Squared, Inc.
Event Photographer Sponsor
Sunwest Bank
Name Badge Sponsor
CINC Systems
Vision Award Sponsor
Dedicated Transportation Services (DTS)
Registration Sponsor
Alerus Bank
Security Sponsors
Customized Guard Services & Systems (CGSS)
R & S Overhead Garage
General Session – New Case Law Sponsor
Capital CS Group
Exhibit Hall WiFi Sponsor
Pro Elections, LLC
Breakfast Sponsors
Kriger Law Firm
Marsh McLennan Agency
Ethics Course Sponsor
Accurate Termite & Pest Control
Welcome Reception Bar Sponsor
California Sub-Meters
Welcome Reception Entertainment Sponsor
Optimal Outsource, An OSG Company
Education Session Sponsors
Advance Construction Technology (ACT)
Accurate Termite & Pest Control
Affinity Painting Company, Inc.
DKI Services
The Miller Law Firm
The Naumann Law Firm, PC
North Coastal Maintenance Group
Pro Star Mechanical Services
Splash Plumbing
SwedelsonGottlieb
Trace Restoration and Construction
Valley National Bank
Yardi Breeze
“Regiception” Sponsor
Avelar
Speaker Lounge Sponsor
The Judge Law Firm
Luncheon Sponsors
Angelo Termite & Construction
Delphi Law Group, LLP
Life Specialty Coatings
Pacific Western Bank
Coffee & Refreshment Break Sponsor
Enterprise Bank & Trust
Dessert Sponsor
McKowski’s Maintenance Systems, Inc.
Law Seminar Education Scholarship Fund
CID Insurance Programs, Inc.
MAXIMIZE YOUR PRESENCE AT THE LAW SEMINAR & EXPOS, CACM’S MOST HIGHLY ANTICIPATED EVENTS OF THE YEAR.
Hundreds of community managers come together for this two-day event providing them with up-to-the-minute legislative information from California legal experts and an exhibit hall packed with the latest offerings from industry service providers like you.
INTERESTED IN EXHIBITING?
Contact events@cacm.org.
INTERESTED IN SPONSORING?
Contact marketing@cacm.org.
HAVE QUESTIONS?
We are happy to assist. Reach out to marketing@cacm.org