Serving NC Fall 2022

2022 Supporting Partners Showcase .......... Inside Front Cover

2022 Management Co. Chapter Champions 2

From The Chapter President 3 Membership Matters! 4

From The Executive Director 5

Celebrating The Community Association Management Profession 6

CAI Earns 2022 Power of Associations Award for Condo Safety Initiatives 13

New Technology Provides Valuable Insight on Condo & HOA Governance, Management, & Homeowner Satisfaction 13

From your Legislative Action Committee: A 2022 Roundup 15

Sign Me Up! Chapter Reinvents All Volunteer Groups 23

CAI Hosted 2022 Virtual Advocacy Summit ............................. 27

What the 2022 Election Means for Community Associations 28

About The Cover

PLATINUM GOLD

Chapter Executive Director and Editor Leslie C. Blum, CAE

For editorial and advertising submissions info: news@cai-nc.org

OFFICERS

PRESIDENT

Cynthia Jones, Esq. Sellers, Ayers, Dortch & Lyons, PA, Charlotte cjones@sellersayers.com

SECRETARY

Bill Bittenbender

Brunswick Alliance of POA’s, Southport billbitt42@gmail.com

TREASURER

Andrew Bateman, CMCA®, CIRMS® TriSure, Raleigh abateman@trisure.com

BOARD MEMBERS

Immediate Past President

Chris Chaffin, CMCA®, AMS®, PCAM® Kuester Management Group, Davidson chris@kuester.com

Adam Beaudoin, Esq. Ward and Smith PA, Wilmington amb@wardandsmith.com

Alina Cochran, CMCA®, AMS®, PCAM® CAMS acochran@camsmgt.com

Kevin Giles, RS Giles Flythe Engineers kevin@gfengineers.com

Kelly Shields, PCAM Seaside Management kelly@seaside-management.com

Neale Turlington, CMCA®, AMS®, PCAM® CEPCO, Wilmington nturlington@cepco-nc.com

Brooke Tidwell, CMCA®, AMS®, PCAM® PPM, Inc., Raleigh Brooke@ppmral.com

LEGISLATIVE

ACTION COMMITTEE

Paul Mengert – Chair (Chapter delegate) Association Management Group pmengert@amgworld.com

Dave Orr (Chapter delegate) CAMS dorr@camsmgt.com

Dennis Abbott (Chapter delegate) FirstService Residential dennis.abbott@fsresidential.com

Andrew Bateman TriSure Corp. abateman@trisure.com

Chris Bruffey CommunityPLUS Div. North State Bank cbruffey@northstatebank.com

Margaret Chase, (Chapter delegate) Higgins Benjamin, PLLC mchase@greensborolaw.com

Gordon Corlew St. James Plantation POA gcorlew@aol.com

Virginia Davis York Properties virginiadavis@ yorkproperties.com

Derek Greene Community Association Management, Ltd. dgreene@communityassociation management.com

John McInerney john.mcinerney00@gmail.com

Madeline Lipe Secretary (Chapter delegate) Ward and Smith, PA mclipe@wardandsmith.com

Tammy Sanderford Treasurer PPM Inc. Tsanderford@ppmral.com

Tim Sellers (Chapter delegate) Sellers, Ayers, Dortch Lyons, PA tsellers@sellersayers.com

Harmony Taylor, Esq. Law Firm Carolinas htaylor@lawfirmcarolinas.com

ALL-AMERICAN

From The Chapter President

As this year begins winding down and everyone is busy with annual meetings and plans for the holidays, I want to take a minute and talk about our industry and the common profession within which we have all chosen to work. The community association industry is often a challenging one but it's also a rewarding one. It is so exciting for me to see the advancements being made all across our industry. CAI has more members than ever, managers, volunteer leaders and business partners are attending education and earning letters after their name at an unprecedented level. Communities and the public are starting to take notice. We even have an International Community Association Manager Day (mark your calendar for June 13 every year)!

There are so many opportunities for not only a job in the community association field but also for continuing career advancement. We should celebrate and be so proud of the fact that we have so many credentialed managers and business partners making this industry better for everyone. Whether you are just starting out with the M-100 or the Educated Business Partner course, are an experienced manager earning your PCAM, or have earned your CCAL, RS or CIRMS designation, you are doing your part to make sure you know and understand the industry and help advance all of us to the next level.

One of the goals of the Chapter Board of Directors is to continue advancing the community association profession. Our desire is for everyone to know and understand the importance of the education available and the benefits of communities working with educated, informed and credentialed managers and business partners. I firmly believe our own members are the best advertisement we could ever ask for. We should be constantly challenging each other and, if we do so, everyone in our profession will benefit.

Particular congratulations to all of you that have obtained a new credential or distinction this year! Thank you for your dedication and hard work. I look forward to seeing and celebrating you at the CAI Annual Conference in Dallas in May of 2023! CAI's 50th Anniversary will be a great time to recognize and celebrate your accomplishment.

I encourage all of you to share ideas on how you can advance our profession with each other and our chapter. Let's have a great close to 2022 and a strong start to 2023!

Membership Matters!

COMMUNITY VOLUNTEER LEADERS

Cypress Landing Homeowners AssociationMs. Jackie Douglas, Chocowinity

Fairfield Harbour Property Owners Association- Ms. Gayle Albertini, New Bern

Kenmure Property Owners Association- Mr. Fred Balling, Flat Rock

KyFields Town Homes Association- Ms. Patti Dabooch, Weaverville

Lake Royale Property Owners Association- Mr. Phil Ackler, Louisburg

Linville Land Harbor Property Owners Association- Mrs. Jan Blackwelder, Linville

Mid South Club Property Owners Association, Mr. Larry Bowers, Southern Pines

St. James Plantation

Property Owners Association- Mr. Steve Brocker, Southport

Sherwood Forest Homeowners' Association- Ms. Winkie Clark, Brevard

Southcliff Master Property Owners Association- Ms. Linda Connor Kane, Fairview

Fearrington (FHA) HOAMr. Patrick McGahan, Pittsboro

Berewick Homeoweners Association, Inc.- Mr. Luke Mulvaney, Charlotte

Briar Chapel Community Association- Cherese Hicks, Chapel Hill

PROFESSIONAL MANAGERS

Superior Association Management, LLC- Mrs. Teresa Abou Taleb, Biscoe

Key Community Management- Ms. Ashley Adams, Matthews

Membership does matter! The power of our numbers helps strengthen our voice in the legislature government on your behalf, and a greater member network means more resources and connections for you! CAI-NC welcomed these new members through October 31, 2022. If you know or meet them encourage them to get involved!

Cedar Management Group, LLC- Ms. Lisa J. Allen, CMCA, Concord

Bald Head AssociationMs. Mary Anne Arata, Bald Head Island

CAMS- Ms. Tamara Blakely, Charlotte

CAMS- Mr. Kenneth Michael Brown, Wilmington

CAMS- Ms. Kari Lillian Clemente, Stanley

CAMS- Ms. Kathleen Cook, CMCA, Wilmington Associa HRW- Mr. Michael Oscar Corrales, Raleigh

Towne Properties- Ms. Ambra Davidson, Raleigh

CAMS- Mrs. Heather Blue Doolittle, CMCA, Carolina Beach

PPM- Mr. Michael D. Feramisco, CMCA, Cary Kuester Management GroupMs. Jessica Friday, CMCA, Fort Mill, SC

Community Association Management- Mr. Doug Gallo, Charlotte Associa HRW- Ms. Sherree Harris, Raleigh

CAMS- Mr. Tanner Hayden, CMCA, Southport

Key Community Management- Ms. Amy Kinney Hicks, CMCA, Matthews

Evergreen Lifestyles Management- Patrick Hinman, Charlotte

Seaside Management, Mrs. Robin Hughes Askew, CMCA, AMS, Kitty Hawk

CAMS- Mrs. Kelly Leigh Hulsey, CMCA, Charlotte

CEPCO- Mrs. Anita Jacobs Jeter, CMCA, Wilmington

Associa HRW- Mr. Scott C. Kirby, Raleigh

IPM Corporation- Mrs. Emily Kirby, Arden

Superior Association Management, LLC- Mrs. Deb Locke, Huntersville

CAMS- Ms. Judith Mann, Zebulon

Capstone Realty Consultants, Inc.- Ms. Brandy Carolyn Marin, Winston Salem

Priestley Management Company- Ms. Christine Mayer, Greensboro

Crystal Coast Management Consultants- Ms. Kaysie Mendonca-Smith, Hubert

Braza Management Inc. Ms. Amy Milton, Huntersville

CAMS Mrs. Alana Mullane, Morehead City

CAMS- Mr. Kenneth John Nickerson, CMCA, Leland

Evergreen Lifestyles Management Mr. Timm Pearson, Fort Mill, SC

Lawrence Real Estate Services- Mrs. Joy Phelps, Southport

Crystal Coast Management Consultants- Mrs. Andrea Phillips, Hubert

Lawrence Real Estate Services- Ms. Lynnette Dee Sena, Southport

CAMS- Ms. Cass Shapard, CMCA, AMS, Charlotte

Associa HRW Ms. Ahni Slade, Raleigh

Omega Association Management, Inc., Mrs. Jenna Wingert Smith, Holly Springs

Community Association Management, Ms. Denise Spargo, Charlotte

Associa HRWMs.Stephanie Stemen, Raleigh

Community Association Management- Ms. Kiarra Stephenson, Charlotte

GrandView at Annapolis Towne Centre- Ms. Brenda Nelta Stewart, Churchton, MD

Community Association Management- Mr. Robert (Bob) Storey, Charlotte

CSI Community Management- Miss Lillian Vilchez, Cornelius

Mr. Kyle Walker, Kill Devil Hills

Lawrence Real Estate Services- Mrs. Larissa Whitt, Southport

CAMS- Ms. Angela Williamson, Clayton

From The Executive Director

It was a big day!

When I got that “Congratulations!” email I remember being on a cloud. I was a CAE! It reminded me of college acceptance letter days when I saw that fat envelope (yes it was done by mail then) postmarked Chapel Hill, North Carolina. What a feeling.

In my field of trade association management there’s only one industry credential, the CAE, and now I had mine. I made it and I deserved it! The American Society of Association Executives (ASAE) said so!

Being named a Certified Association Executive didn’t make me any more intelligent than I was the day before, or even before the years I spent preparing to earn it. But it sure made me a lot smarter in the ways I needed to be, for my clients, my employers, and my own self-assurance. Or rather, the process of made me smarter.

In fact after the final 3-day prep bootcamp I found I now knew more about some recent industry developments than my boss, also a CAE. (He attended conferences and CEU events but often skipped the actual learning part… hmmm.)

Having those letters after my name gave me the self-assurance to speak up, confidently. Those of you who have earned industry credentials know what I mean. Community association managers in particular can advise and guide your board member clients backed by professional industry credentials that say you know what you’re talking about!

I encourage you to “wear” those credentials boldly and proudly. Always add those letters after your name in every aspect of your professional presence… email signature, social media profile, lapel pin, letters, etc. (Managers at this year’s Annual Conference & Expo in Wilmington enjoyed getting a free head shot with their credentials showing in the frame – we’ll offer the same next year in uptown Raleigh August 17-18, 2023).

I “wear” my own credential proudly. And I appreciate very much that CAI-NC supports my continued investment in professional development, to not only renew my CAE regularly but also participate in regular learning event in my field. I always enjoy learning and growing, and I wish the same for all our members.

Mr. Chris Chaffin, CMCA, AMS, PCAM Kuester Management Group

Ms. Melissa Ramsey, CMCA, AMS, LSM, PCAM CCMC

Leslie C. Blum, CAE

MANAGEMENT

Celebrating The Community Association Management Profession

WHO'S GOT NEW CREDENTIALS?

The only internationally accredited certification program in the field, the first-level Certified Manager of Community Associations credential is administered by the Community Association Manager International Certification Board.

To earn the CMCA®, managers must complete a pre-approved course on community association management, have 5 years or more experience managing community associations, or hold another approved license or credential.

Candidates must also pass the CMCA

Running a community association is like running a business. The best way for homeowners to protect their investment is to hire a qualified, certified manager.

Four credentials distinguish individuals serving in the community association management profession, with professionalism, integrity and knowledge. A separate credential recognizes the ultimate in professionalism for companies specializing in community association management.

Live Webinar: How to Plan and Prepare for the CMCA Exam

This Dec. 1, 2022 interactive webinar from CAMICB will cover the exam process, timelines, and preparation strategies, including the process and timeline of properly preparing to sit for the CMCA exam!

Attendees will be given the opportunity to ask questions throughout the program.

When: Thursday, December 1, 2022 at 3:00 PM. Seats are limited, sign up HERE.

Congratulate these committed professionals! These companies and individuals earned professional designations through June 30, 2022.

PROFESSIONAL COMMUNITY ASSOCIATION MANAGER (PCAM)

Ms. Andrea A. Fidler, CMCA, AMS, PCAM, Daytona Beach

Towne Properties- Ms. Jodi R. Gerhart, CMCA, AMS, PCAM Raleigh

Kuester Management Group-Mr. Brady Lee Hedglin, CMCA, AMS, PCAM, Lincolnton

ASSOCIATION MANAGEMENT SPECIALIST (AMS)

Pirate’s Cove Vacation Rentals and Property ManagementMrs. Jillian Etheridge, CMCA, AMS, Manteo

Examination; a 120 question, psychometrically sound examination prepared under national standards and guidelines and comply with the CAMICB Standards of Professional Conduct

Managers who earn the CMCA credential can expect to earn about 20% more than noncredentialed managers.

To maintain the CMCA, managers must complete 16 hours of continuing education every two (2) years.

Get more information on the CMCA credential. Find a North Carolina CMCA by name here.

Continued on Page 8

Mrs. Nikki Farrenkopf, CMCA, AMS, Nags Head

Mrs. Robin Hughes Askew, CMCA, AMS, Kitty Hawk

Kuester Management GroupMrs. Katherine Rose Kandl, AMS, Wilmington

CAMS- Ms. Cyndi Perry, CMCA, AMS, Bolivia

Kuester Management GroupMs. Shelly Dianne Stone, CMCA, AMS, Charlotte

Priestley Management Company- Ms. Pamela L. Winters, CMCA, AMS, Greensboro

CERTIFIED MANAGER OF COMMUNITY ASSOCIATIONS (CMCA)

Cedar Management Group, LLC- Ms. Lisa J Allen, CMCA, Concord

PPM, Inc.- Mrs. Nicole Marie Clift, CMCA, Raleigh

Cedar Management Group, LLCMrs. Jessica G, Closner, CMCA, Cornelius

(CMCA CONTINUED)

Key Community ManagementMs. Amy Kinney Hicks, CMCA, Matthews

Kuester Management Group-Ms. Bridgette Alexandria Jividen, CMCA, Leland

CSI Community ManagementMr. Tyler Kury, CMCA, Davidson

Premier Management CompanyMrs. Elizabeth Rose Lilly, CMCA, Wilmington

Superior Association Management, LLC- Ms. Laura Ann Marx, CMCA, Huntersville

Mr. Zachary Matthews, CMCA, Greensboro

Association Management Group, Inc.- Mrs. May Gayle Mengert, CMCA, AMS, Greensboro

Priestley Management Company- Mrs. Kimberly Nameth, CMCA, Jamestown

Community Association Management- Miss Skyler Reak, CMCA, Charlotte

Cedar Management Group, LLC Mrs. Pamela A Sages, CMCA, Concord

Association Consultants- Ms. Amy E. Wygans, CMCA, Kill Devil Hills

COLLEGE OF COMMUNITY ASSOCIATION LAWYERS FELLOWS (CCAL)

Jordan, Price, Wall, Gray & Jones- Mr. Brian S. Edlin, Esq., Raleigh

Sellers, Ayers, Dortch & Lyons P.A.- Mrs. Cynthia A. Jones, Esq., Charlotte

RESERVE

(RS)

SPECIALIST

Giles Flythe Engineers- Mr. Sean Casady, RS, Raleigh

The Essential Credential: CMCA

Celebrating The Community Association Management Profession

Advanced manager credentialsoffer career path mobility

Because the booming industry of community associations operate as a business, it needs qualified professionals to safeguard and empower the financial well-being, physical maintenance, and social harmony of the hundreds of thousands of community associations around the world.

More than 90% of community association board members prefer to hire a credentialed community manager. Professional managers who earn and maintain their credentials receive an average of a 55% increase in salary.

Continued from Page 7

To earn this second level in the nationally recognized career development track for community association managers, managers must have at least two years of experience in community association management and complete advanced course work.

In addition, they must have already earned the basic industry certification for managers—the Certified Manager of Community Associations (CMCA) credential. They must also successfully pass two CAI M-200-level courses and comply with the CAI Professional Manager Code of Ethics.

AMS holders redesignate every three years by meeting continuing education requirements (one CAI course (M-200 level or above) and 8 hours of other continuing education.

Get more information about the AMS.

To earn the prestigious PCAM credential, managers must have five years of community association management experience and complete more than 100 hours of course work.

• Pass the CMCA examination.

• Successfully pass all six CAI M-200-level courses, plus the formal Case Study.

• Complete five or more years of community association management experience.

• Comply with the CAI Professional Manager Code of Ethics.

PCAMs, as holders of this credential are informally known, redesignate every three years by meeting specified continuing education requirements.

Get more information about the PCAM.

AMS: Association Management Specialist

PCAM: Professional Community Association Manager

Management company credentialing shows true commitment to excellence

The AAMC (Accredited Association Management Company) credential demonstrates an entire company's commitment to providing the unique and diverse services community associations need.

An Accredited Association Management Company ensures that their staff has the skills, experience, and integrity to help communities succeed:

• A minimum of three years of experience providing community association management services.

• At least three full-time employees, one of whom is a manager.

• A PCAM designee as the company's senior manager.

• A staff of which 50% of managers hold a CAI or CAMICB credential (CMCA, AMS, LSM, or PCAM).

• Maintain fidelity, general liability, and worker's compensation insurance in addition to meeting federal, state, and local laws.

• Comply with the CAI Professional Manager Code of Ethics. How to Maintain: AAMC companies renew this accreditation every three years. Get more information about the AAMC.

See all current North Carolina AAMC companies below.

LSM: Large Scale Manager

To earn the specialized LSM credential, managers must have 10 years of experience in community association management and complete more than 100 hours of course work. They must also have earned the industry’s highest credential, the Professional Community Association Manager (PCAM®) designation. Continuing education and adherence to a code of ethics are also required.

Get more information about the LMS.

CAI Earns 2022 Power of Associations Award for Condo Safety Initiatives

The American Society of Association Executives (ASAE) has awarded CAI a Power of Associations Silver Award from for successful condominium safety initiatives.

Following the tragic partial collapse of Champlain Towers South condominium in Surfside, Fla., in June 2021, CAI swung into action as the leading international organization for education, governance, and management of condominiums, and homeowners associations. CAI brought together the expertise, experience, and perspective of a wide range of stakeholders—condominium and co-op board members, homeowners, community managers, attorneys, bankers, developers, insurance professionals, engineers, reserve study providers, and more. Over a three-month period, more than 600 people participated in CAI's process of identifying clear recommendations through conversations, surveys, research, and interviews.

The resulting Condominium Safety Public Policy Report provides extensive policy positions and recommendations in the following areas: reserve studies and funding; building maintenance and structural integrity; and federal solutions and priority recommendations.

Since the report's release, CAI's government and public affairs team has conducted outreach to state legislators and their staffers, as well as key individuals in federal housing agencies, to ensure that they are aware of its findings and public policy recommendations when considering legislation.

“Congratulations to CAI for exemplifying the impact associations have on the industries and professions they represent, and on society at large," says ASAE President and CEO Michelle Mason, FASAE, CAE. “It's always so incredibly satisfying to see associations going above and beyond their everyday mission to change the world. We're very proud to spotlight this awardwinning initiative."

New Technology Provides Valuable Insight on Condo & HOA Governance, Management, & Homeowner Satisfaction

“Homeowners and housing stakeholders can now view and compare community association data by region, year, and topic, including neighbor engagement, cost of assessments, rules, community management, and overall satisfaction," The Foundation for Community Association Research has released a new interactive dashboard for residents, housing stakeholders, and researchers to examine and compare community association governance, management, amenities, and overall satisfaction across the U.S.

The first-of-its-kind dashboard showcases housing data and exclusive information from 2016 through 2022 from the Homeowner Satisfaction Survey, a biennial, nationwide survey conducted by the Foundation for Community Associations Institute (CAI) and administered by independent researcher Zogby Analytics.

The Homeowner Satisfaction Survey provides a better understanding of how 74 million Americans describe their experience living in the 358,000 community associations, commonly referred to as condominiums, homeowners associations, and housing cooperatives, in the U.S. Eighty-seven percent of respondents believe that their governing board “absolutely" or “for the most part" serves the best interest of the community. More than half of residents (68%) believe that rules in their communities protect and enhance property values.

Additionally, the report shows that 87% of residents are on friendly terms with their governing boards. Nearly three-quarters (74%) say their community managers provide value and support to residents and their associations. Half of respondents (51%) feel that they are paying “just the right amount" or “too little" in assessments.

View more data from the 2022 Homeowner Satisfaction Survey dashboard

From your Legislative Action Committee: A 2022 Roundup

The NC General Assembly convened the 2022 “short session” on May 18, 2022, and adjourned on July 1. Consequently, this year’s “short session” certainly lived up to its name ,in stark contrast to the 2021 “long session,” which marked the second longest uninterrupted session since 1965. The 2021 session was also the first time North Carolina has had a comprehensive budget in almost three years, and the first that Governor Cooper has signed since he first took office in 2017. The legislature and the executive branch had previously been locked in a budgetary stalemate since 2019.

With the near record setting duration of the 2021 session finally in the rear-view mirror, legislators were very eager to wrap up business quickly in 2022. This, coupled with 2022 being an election year, motivated legislators to act efficiently so members could hit the campaign trail prior to November’s elections.

Although the brief nature of the 2022 session led to a reduction in the overall bill filings, the NC LAC has been extremely busy actively monitoring and working on various pieces of legislation throughout the session. One bill of particular interest to managers, boards, and associations you

may recall from last year: Senate Bill 278, Property/ Family Law-Reimburse Prop. Expenditures. The relevant piece of the bill was actually filed in 2021 and was enacted this year. In summary, SB 278 (now Session Law 2022-12) has the following impacts:

- It clarifies that certain provisions of the North Carolina Condominium Act apply to condominiums created prior to 1986, despite reference in a condominium declaration to the contrary; and

- Creates an exception to the North Carolina Marketable Title Act, which will preserve planned community and condominium covenants from extinguishment under the Act.

These changes were made necessary as a result of two unrelated Court of Appeals decisions, which would have had disastrous consequences if left unchanged. The Marketable Title Act issue alone would have led to many associations facing invalidation of the very covenants forming the basis of the community’s common plan and scheme of development.

North Carolina State Capitol Building in Raleigh, NC (Image Credit: visitraleigh.com)

Continued from Page 15

Because the application of the Court of Appeals’ decision would have had significant and unintended consequences, the LAC formed a coalition of stakeholders including the NC Realtors Association, Title Insurance industry, and NC Bar Association, to name a few. As such, the LAC was able to build on its pre-existing relationships over the years to enact meaningful protections for associations and homeowners across the State.

After more than a full year of diligent work by the LAC, the bill was signed by the Governor on June 29 and became effective on July 1, 2022.

Looking to the Future

It is a near certainty that the sustainable energy lobby will try to roll back or even remove entirely an association’s statutory ability to regulate solar panel placement as part of an association’s architectural control provisions. In fact, this was actively pursued by the sustainable energy industry during the 2022 session; however, the LAC was able to keep the bill from advancing.

Since then, a recent North Carolina Supreme Court decision has cast doubt on an association’s ability to restrict the placement of solar panels under certain conditions. Based on this, it is highly likely, if not inevitable, that solar companies and their industry groups become even more aggressive and attempt to eliminate the statutory rights that associations have enjoyed for over a decade.

As part of the adjournment resolution for the 2022 session, legislators will reconvene once a month in November and December. This will give legislators the opportunity to address unforeseen circumstances or to respond to election- or redistricting-related legislation. It is possible that the eligible subject matter could be broadened, but it is also possible that no action is taken during these sessions. Either way, with the November elections there will be new faces added to the 170-member General Assembly and new issues for the LAC to tackle.

The volunteer members of the North Carolina Legislative Action Committee sincerely appreciate all contributions – these donations are absolutely critical to allow the LAC to continue to advocate for associations across North Carolina. Unlike many broader State or federal laws, the legislation that the LAC actively works on will be felt immediately, by you in your community.

Accordingly, we hope you will continue to support CAI-NC’s Legislative Action Committee for the upcoming session.

Support your Legislative Action Committee here.

Weldon Jones, NC LAC lobbyist Jordan Price, PLLC

Chapter Overhauls Entire Volunteer Group Structure

This team’s role is to centralize education planning strategy for the entire chapter. Its recommendations for specific learning needs will be used by volunteers and staff in planning statewide webinars, Annual Conference, Law Day, and local in-person learning. The team’s sources of ideas and inspiration will include the new Attorney Roundtable and Business Partner Advisory Panel, both of whom will have representation on this team. Other sources include member suggestions, national CAI topics, fellow chapters’ topics and our own Supporting Partners’ new “Smarter in Five Minutes” series.

EMPC members also anchor each year’s Law Day and Annual Conference Education Task Forces.

Chair: Kelly Shields, PCAM- Seaside Management

Annual Conference Task Forces

2023 event is August 17-18 in Raleigh

Multiple groups plan education session topic and speaker selection, recruit and support exhibitors and sponsors, plan special activities, develop onsite theming and volunteering during the days of the event.

Task

2023 event is Friday, March 24, presented virtually

This team plans education session topic and speaker selection for this annual virtual event.

Engagement Teams

Looking to get involved in Raleigh, Wilmington, Greensboro or Charlotte? With the launch of our all-new volunteering structure we're excited to be building new Metro Engagement Teams in our four major markets, with a new focus on "fun." Join your local colleagues to design new types of events & experiences!

These Teams’ members work independently and as a group to bring members (and future members) together to both learn and have fun. Supported by the topic recommendations from the Education Master Planning Committee, they plan in-person local events that offer education plus new ways to enjoy recreation and networking.

These team members are active local ambassadors promoting CAI, and each Metro team will also be represented on the Membership Development Committee.

Raleigh Metro Team Chair: Mitchell Morton - Foster Lake & Pond

Charlotte Metro Team Chair: Jonathan Jenkins, AMS - CAMS

Greensboro Metro Team Chair: Jacqueline Peatross-Young - Slatter Management Services

Wilmington Metro Team Chair: Nealie Williams - CAMS

Executive Forum Task Force

2023

event is May 11 in Greensboro

This team develops each year’s offering(s) designed to serve the niche audience of management company executives.

Protecting you and your community’s interests throughout North and South Carolina.

To learn how you can partner with Offit Kurman, please call 704.377.2500 or visit us online at offitkurman.com.

Sign Me Up!

Chapter Overhauls Entire Volunteer Group Structure

Community Associations “U”

HOA Basics

These Task Forces will develop and/or oversee the curricula for a new introductory program on HOA basics for North Carolina.Two separate tracks are tailored for: newer and assistant managers and back-office staff; and volunteer board members. Each half-day program consists of a “welcome to community associations” orientation followed by straight talk and information designed by these task forces. The programs will be offered both live and on-demand.

• Management Track Chair: Marie Gray, PCAM

• Board Member Track Chair: Susan Rouanzion, PCAM- CAMS

• Business Partner Track

Membership Development Committee

This group will focus on both recruiting new members and retaining them as members, with special attention to that first year of membership. Working together and independently, Committee members work to:

• Define true value propositions for each member category

• Identify prospects for attending local events and/or joining the chapter

• Design & fulfill first-touch outreach protocol

• Design and fulfill new member “First-Year TLC”

• Identify at-risk members and work to step up engagement

• Act as active CAI boosters, social media

Mediation Panel

This team administers the chapter’s mediation service. Its members screen mediation requests and assign mediators from within the panel membership. Members are generally attorneys and selected PCAMs.

Mediation Price Chair: Jim Slaughter, CCAL - Law Firm Carolinas

Attorney Roundtable

This small group focuses on special contributions and challenges these members can address for CAI-NC, as a unique business partner category. These members also rotate as participants on the Education Master Planning Committee.

Attorney Roundtable Chair: Hope Carmichael, CCAL - Jordan Price

Business Partner Advisory Panel

This team advises and supports the governance work of the Board of Directors and/or the management work of staff. It serves as both a voice and consultant, and helps enhance the overall value of business partners’ membership and engagement in CAI-NC. These members also rotate as participants on the Education Master Planning Committee.

Business Partner Advisory Panel Chair: Tyler Graybeal, Southern Outdoor Restoration

Membership

Development Committee Chair: McKenzie Brady, US Lawns

Recognitions Committee

This committee focuses on how we can celebrate credential holders, outstanding community associations and exemplary managers and more. Its members design, support and help execute programs and practices to identify and recognize outstanding community associations and their leaders and managers, as well as other appropriate industry stakeholders.

Recognitions Committee Chair: Dawn Roscoe, PPM

Legislative Action Committee

This subcommittee of the CAI National LAC works to safeguard and improve the community association lifestyle and property values by advocating reasonable balance between state statutory requirements and the ability and authority of individual homeowners to govern themselves through their community associations.

The Board of Directors appoints 6 chapter delegates, and the LAC appoints up to 12 at-large members. The NC LAC is chaired by Paul Mengert, PCAM- Association Management Group.

Sign Me Up!

Continued from Page 23 Chapter Board of Directors

A trade association board’s governance role is significantly different from that of a community association board. In addition to duties of good faith, care and loyalty, the CAI-NC Board sets, enacts and monitors the strategic direction of the chapter's work to fulfill the organization's mission.

Eleven members serve three-year terms, and are elected to fill open seats that vary by membership category in any given year - homeowner, manager, business partner. Members can express interest in Board service at any time via this page, and each fall's Nominating Committee will be informed of their interest.The Nominating Committee considers a variety of factors in developing each year's slate of candidates

• Individuals' membership history in CAI and the NC chapter

• Individuals' history of active engagement with CAI and the NC chapter

• Individuals' service and/or past leadership positions within CAI and the chapter (emphasized)

• Individuals' experience with other professional organizations

• Individuals' personal strengths and skill sets

• Demographic, geographic and professional diversity of the board

• Commitment to preparation and active participation in six regular meetings per year plus service on one or more subteams.

See the 2022 Board of Directors on page 1.

Where's YOUR best fit?

If you had served on a previously existing group, your choices are now much broader. And if you haven't been involved before, we hope now is your time!

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200 condo and homeowners association advocates met with Capitol Hill legislators & staff

Advocating for the more than 74 million Americans living and working in community associations, national CAI hosted the 2022 Virtual Advocacy Summit, Oct. 19–21.

As the leading international authority in community association living, CAI’s government and public affairs team connected 200 homeowners and industry professionals from 27 states with congressional offices to advance CAI’s legislative priorities. Our advocates discussed financing condominium building repairs, Fannie Mae and Freddie Mac condominium and housing cooperative lending rules, and disaster assistance in community associations.

In addition, CAI provided legislators and staff with new

education and resources detailing the community association housing model and its impact on the U.S. housing market. According to the latest data from the Foundation for Community Association Research, community associations are estimated to become the majority form of housing in the U.S. by 2040.

“When two-thirds of homeowners nationwide say that community guidelines protect and enhance their property values, and that safe and attractive neighborhoods are top benefits of community association living, it’s important for legislators to understand how these communities set the tone for the rest of the country as preferred places to live,” says Dawn M. Bauman, CAE, CAI’s senior vice president for government and public affairs.

Get more information about CAI’s advocacy priorities at www. caionline.org/Advocacy or follow @CAIAdvocacy on Twitter.

When the 118th Congress convenes in January, the House of Representatives and the Senate will be controlled by narrow majorities. CAI is examining what the results will mean for community associations:

U.S. House of Representatives

Under a Republican majority in the House of Representatives, U.S. Rep. Patrick McHenry, R-N.C., will replace U.S. Rep. Maxine Waters, D-Calif., as chair of the Committee on Financial Services. Decisions regarding CAI legislative priorities on Fannie Mae and Freddie Mac temporary condominium guidelines and financing condominium repairs are overseen by this committee. U.S. Rep. Sam Graves, R-Mo., will lead the Committee on Transportation and Infrastructure, which has jurisdiction over the Disaster Assistance Equity Act.

U.S. Senate

Ballots in three races to determine control of the Senate are still being counted. The political party that wins at least two of the three remaining undecided seats in Arizona, Georgia, and Nevada will have a majority. If the political parties split outcomes in Arizona and Nevada, control of the Senate will come down to a Dec. 6 runoff election in Georgia.

With Democrat control of the Senate, leadership of committees with jurisdiction over CAI federal priorities are not expected to change. Sen. Sherrod Brown (D-Ohio) will remain as chair of the Committee on Banking, Housing, and Urban Affairs, and Sen. Gary Peters (D-Mich.) will remain as chair of the Committee on Homeland Security and Government Affairs. The Banking

Committee has jurisdiction over condominium mortgage policy and CAI-supported legislation on condominium rehabilitation loans. Homeland Security and Government Affairs has jurisdiction over FEMA and federal disaster policy.

Impact on Community Associations

In a divided Congress, legislation requires broad, bipartisan support to be enacted into law. CAI’s federal priority issues draw support from Republicans and Democrats. CAI will continue to press for practical, effective, good-government solutions for community associations and association residents across the country. Additionally, a divided Congress means partisan or ideological legislation harmful to community association interests is less likely to become law.

A change in Republican leadership of the Senate Banking Committee has the potential for a positive impact on CAI federal priorities. U.S. Sen. Tim Scott (R-S.C.) is expected to lead Senate Republicans on the Banking Committee, taking over for retiring Sen. Pat Toomey (R-Pa.). Sen. Scott is familiar with the community association housing model and played a critical role in passage of legislation directing the Federal Housing Administration to update the agency’s condominium project approval regulations.

Excerpted from CAI’s Advocacy Blog. Stay in touch with legislation CAI is tracking that may impact you or your community by regularly visiting www.caionline.org/advocacy.

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