Executive Leadership Summit
Monterey Plaza Hotel & Spa
Monterey, CA
May 12-13, 2022

“Leadership and learning are indispensable to each other.”
– John F. Kennedy

A Must-Attend For Management Company Decision Makers 

This exclusive event is designed for management company decision makers. The collaborative atmosphere provides executives with the freedom to discuss challenging issues in an effort to find creative and collective solutions for the future of our industry.

Be part of rich conversations among peers who are committed to defining the future of our industry. Share, brainstorm and collaborate in an innovative and thought-provoking setting, while developing valuable new connections.   

Let’s work together to shape, define and drive our industry forward!   

Earn 6 CEUs for attending



Effective leaders must understand the future of our economy in order to make important decisions and guide their teams.

Back by popular demand!
Dr. James Doti, professor and president emeritus at Chapman University, will present the Chapman Economic Forecast – a highly anticipated forecast for business professionals. Discover what this rich insight means for your business and the industry.

Dr. James L. Doti is President Emeritus and Professor of Economics at Chapman University. He earned his M.A. and Ph.D. degrees from the University of Chicago, where he was an Edward Hilman and National Science Foundation Fellow. He joined Chapman University in 1974 and in 1978 founded the University’s A. Gary Anderson Center for Economic Research, which, under his leadership, has become nationally recognized for its scholarly research and economic forecasts.

Dr. Doti is a leading figure in the Orange County business and academic communities. He also serves on the boards of First American Financial Corporation and Whittier Trust.


Monterey Plaza Hotel & Spa
400 Cannery Row
Monterey, CA 93940
Phone: (831) 646-1700

Perched on historic beach front property above the crashing surf of the Pacific, Monterey Plaza Hotel & Spa will delight you as you experience why it’s considered the centerpiece of Monterey Bay.

Rooming Details:

Time Period:
Event Dates: May 12-13, 2022
Room Rates: May 11-14, 2022

CACM Group Rate starting at $274* plus applicable taxes
*The room block is subject to early sell out. Group rate ends 4/11/2022.

– Check-in Time 4:00 pm & Check-out Time: 12:00 pm

All reservations include high speed internet, 24 hour valet parking with in/out privileges, courtesy shuttles, complimentary bicycles, 24-hour in-room dining and fitness center.

On Site Amenities:

  • Valet Parking with unlimited in and out privileges available for a nightly fee
  • High-speed wireless internet
  • Access to The Terrace
  • Access to the Fitness Center
  • Unlimited local phone calls
  • Fiber-optic internet access throughout the hotel
  • Complimentary daily newspaper
  • Coastal Curators Service
  • Complimentary bicycles
  • Same-day dry cleaning service
  • Electric vehicle chargers of 250v

Reduced Resort 24-hour Valet Parking
Daily $29, reduced from $32 per vehicle


Thursday, May 12, 2022

9:00 am to 10:00 am:          Registration & Breakfast

10:15 am to 10:30 am:          Welcome from Tom Freeley, President & CEO of CACM

10:30 am to 11:00 am:          Break

11:00 am to 12:30 pm:          Mergers and Acquisitions/Succession Planning


Managing Leadership Change: Succession or M&A? Is your company prepared for the future? Navigating transition successfully.

12:30 pm to 1:45 pm:           Lunch

1:45 pm to 2:30 pm:            Fannie Mae


Fannie Mae’s new guidelines for loans for condo and co-op projects. How should our industry respond? What is the impact?

2:30 pm to 2:45 pm:           Break

2:45 pm to 4:00 pm:          Changing Workforce/Remote Work


Remote and Hybrid Work Models: What are the challenges and how are we dealing with them? Maintaining synergy and cohesiveness when staff works offsite.

5:00 pm:                                Cocktail Reception

5:30 pm:                               Dinner

Friday, May 13, 2022

8:30 am to 9:30 am:          Breakfast

9:45 am to 10:00 am:        Presenter Introduction: Tom Freeley, President & CEO of CACM

10:00 am to 11:15 am:        Dr. James Doti Presents Chapman’s Economic Forecast

11:30 am:                              Closing Comments – Tom Freeley, President & CEO of CACM

12:00 pm:                            End of Event







Are you interested in sponsoring the 2022 Executive Leadership Summit?
Feel free to contact marketing@cacm.org.