Issuu

30 Years of Trusted Guidance Through Building Partnerships. We strive to make our Board members lives easier by providing Trusted Guidance

We consistently deliver (Meaning we work hard to deliver what we’ve committed to)

Though CAMS started off as a small, one-man operation, by the end of 2000 the company had guided its clients through four major hurricanes and managed approximately $100 million in storm related damages and repairs. Having jumped that hurdle, it became apparent that growth and success were on the horizon for this tenacious management company. How did CAMS achieve such growth? By forming successful partnerships through acquisitions and mergers. As industry leaders over the past 30 years, it became evident they were being seen by other management firms as the community management experts. CAMS has made it a priority to perfect their processes and systems so they can partner with other companies and, in doing that, create smooth transition into the proven processes that CAMS has created for efficient and effective community management. It is clear that over the years CAMS has become an innovative management company. Even when they outgrew some older community management operating platforms, they didn't just settle for what was available. Instead, they were the initial management company to help develop the Vantaca software platform that is now being utilized by 100 other management companies nationally. Vantaca & CAMS continue to work together to bring state-of-the-art technology to CAMS' clients while at the same time creating efficiencies for other management companies that utilize Vantaca. CAMS' team values and experiences over the years have made them a decidedly unique organization. Just as things change and progress over the span of 30 years, so do the things that an organization finds are important at its core. CAMS has successfully helped numerous companies make a smooth transition to their team while also implementing effective proven processes for their clients and the communities they serve.

THINKING ABOUT SELLING YOUR ASSOCIATION MANAGEMENT COMPANY? Call CAMS to take your vision to the next level.

877.672.CAMS (2267) | www.CAMSmgt.com An Accredited Association Management Company

We provide state of the art technology solutions

CA M S C O R E VALUES We are here to serve We use good judgement We are here to learn & grow We take ownership "CAMS was experienced and recognized that if you don't have a smooth transition, it will affect client retention. This transition was smooth from both an employee and a client standpoint." - Chuck Munn, Former CEO/Owner of Southern Community Services

Virtual Meetings, Virtual Voting Wireless Laps Landlines Law Day Rocks On

trusted guidance

community association management services

Your Profile, Your Passwords Spring Edition 2021

THANK YOU 2021 CAI-NC SUPPORTING PARTNERS Elite

2021 Board of Directors Officers

2021 Supporting Partners Showcase...........Inside Front Cover 2021 Management Company Chapter Champions................. 2 From the President..................................................................... 3 Membership Matters.................................................................. 4 From the Chapter Executive Director....................................... 5 Virtual Meetings De-Mystified................................................... 7 Wireless Overtakes Landlines.................................................. 11 Law Day Redux......................................................................... 15 Congrats on New Credentials................................................. 19 Service Props: Mike Stonestreet.............................................. 19 Your CAI Profiles and Passwords............................................. 21

Platinum

On the Cover Even 2020 had some silver linings. When you don’t have to dress and drive you can go places in new ways! Like your HOA member meeting, or like a CAI learning event. People are actually gathering more Virtual Meetin gs, Virtu Wirele al Votin ss Laps g Landlin La es w Day than we did in 2019, in new Rocks On Your Pr ofile, Yo ur Pass words ways. This issue shines a light on the difference “living virtually” has made, and will undoubtedly continue to make for community associations. n Spring

Gold

Edition

2021

President Chris Chaffin, CMCA®, AMS®, PCAM® Kuester Management Group, Davidson chris@kuester.com President-Elect Richard Parris, CMCA®, AMS® Community Association Management Limited, Charlotte rparris@communityassociation management.com Secretary Bill Bittenbender Brunswick Alliance of POA's, Southport billbitt42@gmail.com Treasurer Andrew Bateman, CMCA®, CIRMS® TriSure, Raleigh abateman@trisure.com

Serving NC

Spring 2021 Edition

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

Board Members

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

Immediate Past President Hope Derby Carmichael, CCAL Fellow Jordan Price Wall Gray Jones & Carlton, PLLC, Raleigh hcarmichael@jordanprice.com Alina Cochran, CMCA®, AMS®, PCAM®

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

The Community Associations Institute provides valuable resource program education and advocacy to preserve, protect and enhance community associations. The NC Chapter is one of the largest of 60 chapters worldwide.

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

We work to inspire professionalism, effective leadership and responsible citizenship– ideals reflected in communities that are preferred places to call home.

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

Chapter Executive Director and Editor: Leslie C. Blum, CAE For editorial and advertising submissions info: news@cai-nc.org

Bill Bittenbender (Chapter delegate) Brunswick Alliance of POAs billbitt42@atmc.net

Virginia Davis York Properties virginiadavis@ yorkproperties.com

alins.cochran@fsresidential.com

919/525-4993

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

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

FirstService Residential

www.cai-nc.org

Legislative Action Committee

John McInerney (Chapter delegate) Towne Properties john.mcinerney@ towneproperties.com Tina Frazier Pace, Esq. Secretary (Chapter delegate) Hatch Little Bunn LLP tfpace@hatchlittlebunn Tammy Sanderford Treasurer PPM Inc. Tsanderford@ppmral.com Tim Sellers (Chapter delegate) Sellers, Ayers, Dortch Lyons, PA tsellers@sellersayers.com Harmony Taylor, Esq. Black Slaughter & Black, PA htaylor@lawfirmcarolinas.com

Spring 2021 Edition

Serving NC

THANK YOU 2021 CAI-NC CHAPTER CHAMPIONS

From the President

Marathon

Welcome to our first issue of CAI North Carolina’s digital chapter magazine for 2021. As we look back on our experiences from 2020 I feel confident it will be a much calmer year for most of us, and I am looking forward to building on the things that we have learned. With the use of technology and the investments your Association has made, we continue to look for new content and new ways to bring it to you. One example: a February pools webinar filmed onsite at a local community brought viewers a much more direct experience of ”walking the property.” We’ve been able to expand our reach well beyond local geographic boundaries, as audiences all over North Carolina can participate in all our virtual events. Our Webinar Library now keeps all virtual event content available to you 24/7. Chris Chaffin

If you have an idea for a learning topic you think would benefit our members, by all means please tell us about it here. (Potential presenters can submit ideas here.) Through our strategic teams we have identified opportunities to educate company executives to provide knowledge they may need in running their organization. Our first Executive Webinar Series event focused on company insurance protections, and the April 22 event offers guidance on cyber security. Please make sure your company’s leadership is aware of this series. We are also working to create alliances with external partners to bring greater recognition of the community association management profession.

All-American

your Board

For example, the chapter has been approved by the North Carolina Real

and our teams

Estate Commission as a continuing education provider. This venture will

are not letting Covid slow us down

allow CAI-NC to help real estate brokers better understand community association dynamics as well as heighten awareness of the profession. As these partnerships are developed, we hope to form more positive relationships and perceptions of our industry with multiple diverse audiences.

As you can see, your Board and our teams are not letting Covid slow us down. Every obstacle is an opportunity to excel beyond the status quo and forge a new path. We couldn’t do it without the numerous volunteers or the dedication and guidance from our staff, Leslie Blum and Amy Morrison. Lastly, we would like to ask all of you to follow us on our social media platforms. Please like and share our content in an effort to reach as many potential members, partners and potential new managers as possible via Facebook and Instagram. I want to say thank you to all of you for all you do for our industry and for the commitment you have all made to this professional organization and to your career. n

Serving NC

Spring 2021 Edition

Serving NC

From Your Chapter Executive Director Membership Matters!

"If you build it they will come.” Remember that line from the movie Field of Dreams?

Membership does matter! The power of our numbers helps strengthen our voice in the halls of government on your behalf, and the power of our diverse network of professionals means a world of resources and connections are made accessible. CAI-NC welcomed 50 new members from December 31, 2020 through February 28, 2021.

really different. They can be really wonderful – but only for those who are free to travel

Please help our chapter engage our new colleagues, and if you know or meet them encourage them to join us at our many events throughout the year! n

on a set day to a set place at a set hour for a set amount of time.

COMMUNITY VOLUNTEER LEADERS Buckhaven Homeowners Association, Fuquay Varina Carolina Crossing Owners Association of Mecklenburg, Inc., Pineville Carolina Preserve by Del Webb at Amberly, Cary Carroll Crossing Homeowners wAssociation, Winterville Colonial Townes, Cary Hallstead Homeowners Association, Concord Monteray Shores Home Owners Association, Corolla Moss Landing Homeowners Association, Washington Ocean Ridge Master Association, Inc., Ocean Isle Beach Pamlico Plantation Property Owners Association, Washington Villas of Wake Forest, Wake Forest Winding River Plantation Community Associatison Inc, Bolivia

BUSINESS PARTNER FIRMS Addresses of Distinction Street Signs & Mailboxes, Mr. Reinhardt Cyphers, Atlanta, GA Aqualis Stormwater Management, Mr. Erik Rice, Durham Dryer Vent Wizard of Raleigh, Durham, Cary, Mr. Matthew Sarkela, Raleigh Mainscape Inc., Mr. Eric Stensrud, Wilmington Multifamily Roofing Services, Inc., Mr. Jerry Borders, Raleigh National Cooperative Bank, Mr. Andrew T Hixson, Norcross, GA Northwest Exterminating, Mr. Chuck Negas, Marietta, GA MANAGEMENT COMPANIES PMI Queen City, Mr. Kevin M Clark, Charlotte

VOLUNTEER OPPORTUNITIES If you would like to "get involved" with CAI-NC, including our new Membership Development Committee, please let us know here.

It worked for Kevin Costner’s character but real life is different. In-person events are

Serving NC

Spring 2021 Edition

COMMUNITY ASSOCIATION MANAGERS Ms. Jessica Angelica Russell, Newport News, VA CAMS, Ms. Evelyn Johnson, Wilmington CAMS, Krista Elliott, Morehead City CAS, Ms. Jennifer Luther, Chapel Hill Cedar Management Group, Mrs. Jaime Fox, Charlotte Cedar Management Group, Ms. Allison Robinson, Charlotte Community Association Management Services, Ms. Shannon Hunter, Rock Hill, SC CSI Community Management, Mr. Tyler Kury, Davidson CEPCO, Misty Plummer, Wilmington CEPCO, Ms. Michelle Mustain, Wilmington Fred Smith Company, David Vartanesian, Clayton Harbour Oaks, Michelle Steele, Carolina Beach Insite Properties, Mrs. Cyndi Johnson, Charlotte Key Community Management Inc., Miss Morgan Lyman, CMCA, Kannapolis Keystone Property Management, Ms. Angela Kelchner, Greenville Lawrence Real Estate Services, Miss Megan Lucas, Southport RealManage, Ms. Pamela C Paul, Clover, SC Colington Harbour, Donna Price, Kill Devil Hills

As awful as the pandemic has been, it has changed all that. “If you build it right, more people can come” has been our motto for the past 12 months. We held our last two in-person events February 28 and March 5 of 2020, in Greensboro and Charlotte for a combined total of 285 attendees. Fast forward to March 12, 2021: we Leslie C. Blum, CAE

hosted 334 attendees at Virtual Law Day alone. Looking at total participants at the in-person Charlotte Law Day 2020 and Virtual Law Day 2021, we saw a 32% increase. Increasing raw counts is always important as we work to provide

The total manager

learning for as many people as possible. But reaching a broader range of organizations can be even more meaningful: this year’s Virtual Law

and board member

Day registrants represented 173 different management companies and

sign-ups for learning

community associations. This number of organizations is 57% higher than

events more than doubled in 2020.

the average of the 2018, 2019 and 2020 in-person Law Day events! A broader year-to-year comparison from the year prior: • 2019: the total count of “event participations” by all learners: 1,367 • 2020: the total count of “event participations” by all learners: 2,315

If you add in the additional sign-ups for Annual Conference attendees viewing additional recorded sessions after the main event, the 2020 figure rises to 2,856. In short, the total manager and board member sign-ups for learning events more than doubled in 2020. Community associations report the same trends. As homeowners are freed from the constraints of in-person meetings “out of the house,” associations are reporting significantly higher rates of participation at member and committee meetings. Owners are able to become better informed about issues and happenings in their own community, and also feeling a greater sense engagement. Virtual events don’t leave us with the same warm fuzzies, but they do give us more time in our lives-- the most precious commodity imaginable. And more opportunities for learning and working together, whether as an organization, a company or a neighborhood, than we thought possible. Virtual is here to stay. We’ll also be together again soon. We’ll be all the wiser, on many levels and in many ways, for the experiences of the past year. And as we honor the pain of the last year for so many, we’ll be more grateful for what every day brings. n

Spring 2021 Edition

Serving NC

Virtual Meetings De-Mystified

In short: Virtual “meetings” and virtual “voting” are not the same!

Let Us Review Your Association’s Insurance Program We specialize in working with single family, townhomes and condominiums. Our crime and fidelity policies are comprehensive and affordable. And if you have a pool, we will make sure you have the correct umbrella! To contact us call 919/208-2303 or email info@welovehoas.com.

The pandemic has prompted hundreds of North Carolina community associations to seek alternatives to live, in-person membership meetings. Governor Cooper’s Feb. 27 extension of the permissibility of “remote nonprofit corporation meetings” is just that – an Executive Order 198 extending the earlier Executive Order 136 allowing virtual meetings for nonprofit corporations. It’s easy to assume that such orders also allow members to transact business and vote virtually... however that is not the case. There is nothing in either Executive Order specifically permitting or allowing members to vote virtually at these meetings. In fact, The North Carolina Nonprofit Act (N.C.G.S. 55A) only allows voting

1.4WeLoveHOAsadv3.indd 1

Serving NC

Spring 2021 Edition

in person or by proxy at a membership meeting or voting by action by written ballot without a meeting and those statutes are unaffected by these executive orders. Community associations must still abide by the requirements set forth in the North Carolina Nonprofit Corporation Act until the legislature makes a change. In effect, this means virtual membership meetings are simply online information sharing sessions. Along with a virtual meeting, mailed written ballots can be the tool for conducting official member business. The Governor’s actions do not change this statutory expectation. Attempting to use online meeting platforms to conduct corporate business would call into question continued on page 9

5/30/17 5:02 PM

Spring 2021 Edition

Serving NC

Virtual Meetings

continued from page 7

any action taken and would highlight the deficiency of these platforms as items such as quorum verifications, Robert’s Rules, and registration logistics are simply not sufficiently addressed. There is good news! Associations are reporting that virtual member meetings, even though they cannot serve as formal official events, bring many advantages: • Increased numbers of owners participating – they don’t have to leave home on a school or work night! • Owners have a clearer and fuller understanding of issues facing their community • Owners becoming better acquainted with more of their neighbors • Increase in owners’ sense of engagement in their community • More efficient use of time means shorter meetings • Decreased costs Looking forward: Voting aside, the popularity of such remote gatherings has led many associations to desire the flexibility to continue them even after the current Executive Order expires May 10, 2021.

Assessing community priorities is complicated

NO NEED TO GO IT ALONE

Guidance on every aspect of Community Association Law

Our easy to understand reserve studies help your board make smarter, more confident decisions that support your community’s financial health.

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

We understand the needs of Homeowner Associations. From maintenance projects to capital improvements, our custom HOA loans offer flexible terms and competitive rates.

Serving NC

Spring 2021 Edition

• Pools & Facilities 2021-Style • The Life of Onsite Management Employees • Second-home Communities: Unique Management Issues • Drainage Easements & More Stormwater Issues

FIND OUT MORE

Chris Bruffey

Senior Commercial Officer Senior Vice President, CMCA 919.645.4980 CBruffey@NorthStateBank.com NMLS# 888666

offitkurman.com.

Upcoming Chapter Webinars

PUT THE PIECES TOGETHER .

please call 704.377.2500 or visit us online at

(800) 980-9881 or visit reserveadvisors.com.

And as always, consult your legal advisor on your own association’s procedures regarding virtual meetings, balloting and voting. n

The right loan can help

To learn how you can partner with Offit Kurman,

For your reserve study proposal, contact us at

As a result, the Legislative Action Committee created a subcommittee to draft appropriate language toward that end in North Carolina. This group has been working in tandem with the North Carolina Center for Nonprofits, and these joint efforts have already led to the introduction on an initial bill in the current session of the General Assembly. The LAC’s leadership on this legislative initiative has been pivotal. Stay tuned!

CommunityPLUS.com

Spring 2021 Edition

Serving NC

PAINTING. QUALITY. PEACE OF MIND.

Commercial Grounds Care That Grows Trust Choose A Landscape Management Team With HOA Expertise We provide commercial grounds care thoughout the Carolinas, focusing on quality, efficiency and customer connection; and we’re well-versed in the distinctive needs of HOAs. We partner with you to customize a plan that fits your community’s landscaping requirements and your budget, performing routine inspections to make sure we’re delivering on our agreement. And we’re there for you in every season, keeping your community looking beautiful. • Full Service Grounds Care• Fertilization & Weed Control • Custom Select Services • Seasonal Color Design • Irrigation Management • Pruning

CARY-APEX

Bob Troxler 866-577-8764

CHARLOTTE

Dennis Mockler 866-504-5983

NORTH RALEIGH

Kirt Storch 866-450-2449

CHARLOTTE

Jim Ploughe 866-829-0656

CertaProCAIofNC.com U.S. Lawns - Serving the Carolinas | Call 704-525-4299 Or email McKenzie Brady at mckenzie.brady@uslawns.net www.uslawns.com

We Do Painting. You Do Life.™

Each CertaPro Painters® business is independently owned and operated.

Wireless Internet Coming to a Community Association Near You When was the last time you paid a home telephone service bill? Sixty percent of households no longer have a landline according to the CDCs most recent biannual National Health Interview Survey. And in 2020, almost 4 million cable/satellite television subscriptions were cancelled as consumers flocked to streaming services like Netflix, Amazon Prime, and Disney+.

Are there any more cords to be cut? “Yes!” Next is the one connecting you to the internet. Most consumers use wires—the cable that allowed you to watch your favorite television shows—for broadband internet service, but this is changing. According to a report by USTelecom, internet traffic on wired broadband networks is down 20% from peak levels as consumers now favor wireless broadband internet service. A recent DCC ruling will likely accelerate this trend: an important change to its Over-the-Air Reception Device rule, or OTARD rule, an obscure and strangely named regulation that applies to community associations. The OTARD rule has been the law of the land since 1996,

BEFORE: ERODING SHORELINE

allowing small, satellite television dish antennas to be installed on top of homes and on balconies in community associations. Typically used to receive television signals, these will become the gateway to the internet in the years ahead. The primary change the FCC made to the OTARD rule was to include “small” antennas used for wireless internet in the list of other antennas community associations must allow. The rule preempts any local law or community

DURING: INSTALLING SOX EROSION CONTROL

continued on page 13

AFTER: A BEAUTIFUL LIVING SHORELINE

Improve the Value and Beauty of Your Community with a Living Shoreline Shoreline erosion can be an eyesore as well as a danger to community residents, guests and pets. SOLitude’s team of shoreline management experts utilize SOX Erosion Solutions™ patented knitted mesh barriers to halt sediment migration and restore damaged banks. Once in place, grass, native vegetation and buffer plants can be installed directly into the material, creating a living shoreline that improves both the value and beauty of your community.

Watch a FREE recording of our Erosion Control Webinar: solitudelakemanagement.com/stop-erosion

855-282-3496 • solitudelakemanagement.com

Restoring Balance. Enhancing Beauty.

For a full list of our superior service offerings, visit solitudelakemanagement.com/services 10

Serving NC

Spring 2021 Edition

Serving NC

Wireless Internet

continued from page 11

association covenant or rule that prohibits restrictions that unreasonably delay or prevent installation, maintenance, or use of an antenna; unreasonably increase the cost of installation, maintenance, or use of an antenna; or preclude reception of an acceptable quality signal. The OTARD rule doesn’t mean a community association has no say in antenna matters, but associations will find their authority is constrained if the resident installing the antenna follows OTARD protocols. Antennas may only be placed on property a resident owns or on common property reserved for a resident’s exclusive use (e.g., a balcony that can only be accessed from inside a resident’s unit). The association may have some influence over antenna location but can’t require antennas be placed in areas that result in poor signal reception. Finally, associations can adopt standards to keep common property from being damaged when an OTARD antenna is installed, maintained, or removed. Internet antenna on house.All antennas covered by the OTARD rule must be small, just like a satellite television dish not larger than 1 meter in diameter. Internet

We’re here for you.

In these times of change, stability matters more than ever, and you can rely on our Community Association Banking team.

Visit cit.com/CAB Michael Roche, CPA, PCAM 815.325.8108 | Michael.Roche@cit.com ©2020 CIT Group Inc. All rights reserved. CIT and the CIT logo are registered trademarks of CIT Group Inc. Deposit and loan products are offered through CIT Bank, N.A., the FDIC-insured national bank subsidiary of CIT Group Inc. MM#8153

antennas are probably in your community already and you may not have even noticed. What does this mean for your association? Is it time to call the attorney and change any rules? There’s no need to spend money on a rule change because the FCC has taken care of that with the OTARD rule changes, which now override all municipal ordinances, zoning laws, and community association governing documents that apply to antennas covered by the regulation. The only thing the board needs to do is comply. It’s always a good idea to email or call your community association attorney to make sure your board stays on the right side of the OTARD rule—these things can get complicated. Feel free to use a wireless internet connection when you do. Find out more on this FCC website page. Excerpted from a 3/4/21 CAI Advocacy Blog post by S. Scott Canady, Tambala Strategy, LLC. Through Tambala’s partnership with CAI, Scott works with CAI leaders to advance the views of common interest communities on a variety of issues including federal condominium standards, federal disaster assistance for community associations, and community association lien priority. n

C ontracting I ncorporated • • • • • • • •

Renovations Painting Rooﬁng / Gutters Hardie Replacement Vinyl Replacement Wood Replacement Drainage Concrete & More

Jim Carrington (919) 479-0249 office jim@carringtoncontracting.com

www.carringtoncontracting.com 12

Serving NC

Spring 2021 Edition

Serving NC

THE KEY TO A THRIVING COMMUNITY RealManage provides the most comprehensive management solution available with the tools, technology, and industry experts your community deserves.

Got Neighbors? We provide experienced counsel and clear advice to community associations to protect and enhance the quality of life in them for the long term.

• Secure Cloud-Hosted Portals for Boards • Financial Management including Tax and Audit Management

• Deed Restriction Management

RealManage.com | (919) 701-7977

Talk to us about your community association needs. We can help. Popular Association Banking exclusively serves the community association industry. We offer:1 • Financing for building repairs and capital improvements. • Competitive fixed rates with terms up to 15 years. Plus, your deposits are eligible for multi-million dollar FDIC insurance with ICS® and CDARS®.2 Contact our Regional Relationship Manager today! Kelly Doherty Mucci, CMCA Vice President Office: 910.547.4248 Toll free: 800.233.7164 KDohertyMucci@popular.com

www.popularassociationbanking.com

Our signature Community Association Law Day event drew almost 400 participants on Friday, March 12. Even if you’re among them, you couldn't be in more than one session at the same time. Registered or not, you can still enjoy all 11 sessions.

March 23: The Importance of Community Collections in the Age of COVID Cynthia Jones, Sellers, Ayers Dortch & Lyons; Margaret Chase, Higgins Benjamin

• And So Much More...

Serving NC

A silver lining of the new age of virtual education events: anyone can take advantage, at any time or anywhere. No more missing out because you can’t drive to a given location on a given date at a given hour!

See the remaining "launch" schedule dates below. All sessions begin at 2:15 PM and run 60-70 minutes including live Q&A.

• Homeowner/Resident Support

Law Day Redux: Don’t Miss a Single Session!

127 Racine Drive, Wilmington, NC 28403 wardandsmith.com | 800.998.1102

March 24: Case Law Update Brian Edlin, Jordan Price; Tim Sellers, Sellers, Ayers Dortch & Lyons

Planning Post-COVID Chris Gelwicks, The McIntosh Law Firm

March 26: Can You Really DO That? 10 Real-Life Operations Situations in Q&A format Charles Meier & Ellen Wortman, Marshall Williams & Gorham March 29: Uncomfortable Conversations: Bridging the Diversity Gap in Your Community Hope Carmichael, Jordan Price and Niya Fonville, Norman Adrian Wiggins School of Law - Campbell University March 30: Enough is Enough! Governing Document Enforcement: Helpful Tips and Tricks, and Landmines Along the Way Adam Marshall and Harmony Taylor, Law Firm Carolinas March 31: Fair Housing Act & Implications for HOAs Mike Hunter and Ben Karb, Offit Kurman The following recordings are available in the Webinar Library as of 3/22/21:

March 25: What Now? Meetings, Communications and

continued on page 17

WITH YOU FOR ALL SEASONS We’re excited to custom build an insurance solution that’s just right for you. Our experts from across industries and especially our Residential and Commercial Habitational experts can help you meet your needs. Together, we can put your worries to rest.

Protect your Association with the Right Insurance Program and Services at the Right Price. • Industry Leader • Emergency Response Team

• Coastal Expertise • Responsive Claims Department

• Educational Seminars • Risk Management Services

PeopleFirst Property & Casualty Services is a Leading Insurance Broker and part of the Acrisure National Network of Agencies. We provide Property & Casualty Programs and Services as well as Individual Private Client Solutions. Our Expertise is Matched only by Our Personal Commitment to the Goals of Our Clients.

(252)648-7770 | Info@InsurePeopleFirst.com www.HOAInsuranceNorthEast.com

Spring 2021 Edition

Serving NC

Law Day

LAW FIRM CAROLINAS

Focused HOA/Condo Experience n HOA/condo litigation n Governing document amendments n Covenant and restriction violations n Collection of dues and assessments n Board/annual meeting controversies

Acts of God: Preparing, Reacting & Paying Adam Beaudoin & Amy Wooten, Ward and Smith Architectural Review: the Good, the Bad & the Just Plain Weird David Wilson, Law Firm Carolinas; Tina Pace, Hatch, Little & Bunn

“… for over 25 years, AMG has managed our community and have always been professional, helpful and extremely responsive!” — Covington Place

n Resolving neighborhood disputes

For more information, call us toll-free at

1-888-908-4264 or visit our website at Greensboro | Charlotte | Triangle | Coastal www.lawfirmcarolinas.com

continued from page 15

AMGworld.com Six Offices to Serve You in North and South Carolina

Navigating Builder Defects Steve Black, Law Firm Carolinas; Kevin Giles, Giles Flythe Engineers

Serving property managers, community associations and homeowners for 30 years

Now Truist

Legislative Update: How the Pandemic & Legislative Response Impact Your Community Weldon Jones & Henry Jones. Jordan For Non-Law Day Registrants: Cost: $35 for chapter members; $50 all others. Click here to sign up to view any session. You will receive a personal link is nontransferrable and the recording is not downloadable. Each session will carry one CEU credit. Attention Law Day registrants: your Law Day registration includes free access to all these recorded sessions. Watch your email for details. Each session viewed and verified will carry one CEU credit beyond the four you received for participating in Law Day on March 12. n

Insuring over 800 Community Associations commercial landscaping landscape design & installation landscape maintenance seasonal flowers drainage solutions storm clean-up

Our agency has the experience it takes to provide you with the professional service you deserve.

AUGUSTA-CHARLESTONCHARLOTTE-COASTAL CAROLINA-COLUMBIAGREENVILLE

www.carterglassinsurance.com (919) 781-1973 1-800-698-3590 sales@phoenixlandscape.net www.phoenixlandscape.net

Serving North Carolina Since 1974 16

Serving NC

Spring 2021 Edition

Serving NC

Who’s Got New Credentials? Ten committed community managers earned professional designations from December 31, 2020 through February 28, 2021. Please congratulate:

Providing full service HOA community management.

Professional Community Association Manager – PCAM® Community Association Services Thomas O’Neill, Louisburg Cedar Management Group Kristen Milstead, Charlotte CEPCO Cynthia Norris, Wilmington Association Management Specialist – AMS Homeowners Association Management Brooke Chandler, Greensboro Association Management Group David Hebert, Greensboro Kuester Management Group Morgan Leppanen, Fort Mill, SC

2108 Clark Avenue Raleigh, NC 27605 yorkproperties.com

919.821.1350

(919) 622-1347 Community Pressure Washing Community Gutter Cleaning Parking Deck Cleaning & More

Certified Manager of Community Associations – CMCA® GO Property Management Ryan Walker, Wilmington Cedar Management Group Aubry Larkin,Charlotte

It’s a mark of maturity (the chapter’s, not Mike’s!): Our first encore presidency. Mike Stonestreet, CAMS, served as chapter president in 2003 and again in 2019. Mike more than earned this plaque, in commemoration of his most recent 6-year term on the chapter Board of Directors which concluded December 31. His leadership both then and now is much appreciated! n

R S Fincher & Company Sandra Vestal,Apex Kuester Management Group Noah Ventry, Fort Mill, SC The CMCA and ASMS designations are marks of professional distinction. Many of our NC managers holding these designations are also on the path to becoming a PCAM®. The PCAM designation, first introduced in 1982, is the highest professional recognition available worldwide to individuals specializing in community association management. For more info click HERE n

we know you are busy. let us manage your community trees! www.leaflimb.com

We’re an innovative exterior cleaning contractor serving the needs of HOAs & apartment communities across the Southeast. Delivering A Customer Experience That Is: Modern | Digital | Thoughtful Fast, Efficient Quotes

Customized Resident Notifications

Automated Reminders

Real-Time Updates

Project Summary Reports

southernoutdoorrestoration.com 18

Serving NC

Spring 2021 Edition

Serving NC

Fun Facts About Your CAI Profiles and Passwords

THE TRUSTED PARTNER IN COMMUNITY MANAGEMENT

Every CAI member has a profile and password, whether or not you actually know it! And many of you have more than one- here’s who and why:

Consider your commercial landscape needs solved. Maintenance, snow & ice, tree care, water management, golf, sports turf

KUESTER MANAGEMENT GROUP

COMMUNITIES WE SERVICE: SELF-MANAGED

COMMERCIAL

HOME OWNER ASSOCIATION(HOA)

ACTIVE ADULT

CONDOMINIUM OWNER ASSOCIATION(COA)

DEVELOPER

TOWNHOME OWNER ASSOCIATION(TOA)

LARGE SCALE

Kuester Management Group Toll Free: 888.600.5044 Client Services: support@kuester.com Website: www.kuester.com

www.brightview.com Serving NC from offices in the Triangle, Charlotte, Wilmington, Fayetteville and the Triad. 844/230-6136

Manager Members Your personal membership includes a profile and password on both the national CAI website and the NC chapter website. Note that these usernames and passwords are not the same (unless you yourself have deliberately made them so.) Until and unless you change it, your username is the email address on your membership application. You can re-set your chapter sign in credentials via the “Forgot Password” feature on the Sign In page. To see your public profile on the chapter website, enter your name in the public Member Search at the very top of any page (make sure you are NOT signed in). To change how you appear to the world on the chapter website: Sign In at the top of any page, and look for Information & Settings>Edit Bio. Here you can

change your own username and/ or password, update your email and/or phone, change your employer information, select your geographic base area, update your CAI designations, add a cell number go to “manage profile.” You may want to add a photo as well.

Special Note re: Manager CEUs: Under Content & Features > Professional Development you’ll see your CEUs for chapter education events since mid-2017. (To see national CAI event CEUs, sign in to the national website and see “My CAI.”)

Board Members and Volunteer Community Leaders: You have a username and password for both the chapter site and the national CAI website These are not the same (unless you yourself have deliberately made them so.) Until and unless you change it, your username is the email address on your membership application. You can re-set your chapter sign in credentials via the “Forgot continued on page 23

Government Taking Your Property?

Put Justice On Your Side. Do you manage an HOA that had part of its common area taken? The Justice Firm, LLC provides: • Free legal consultations; • Statewide legal practice; • Targeted expertise on a contingency fee basis and; • A proven track record in maximizing compensation. For more information go to www.thejusticefirm.com or call 704-377-4747.

Swimming Pool Management, Maintenance & Repair When you partner with Pool Professionals, y ou join a prestigious list of North Carolina's most respected communities and clubs. Pool Professionals has established itself as a leader in safety, innovation, flexibility, responsiveness and service.

Greensboro (336) 668-1446 100 North Tryon Street • Suite B220-397 • Charlotte, NC 28202

Serving NC

Spring 2021 Edition

pool professionals H ng

Raleigh (919) 787-7878

, ,rd

f- ..,,

Reserve Studies Transition Studies Construction Administration Engineering Evaluations www.gfengineers.com

Wilmington (910)508-2222

www.poolprofessionals.com

919-465-3801 – Raleigh Office 704-810-1808 – Charlotte Office

Spring 2021 Edition

Serving NC

Profiles and Passwords

continued from page 21

Password” feature on the Sign In page. Your personal membership information is private on the NC chapter website; the only fields that display if someone searches for you is your name and city. To double-check your private profile information: Sign In at the very top of any page and see for Information & Settings>Edit Bio.

Management Company Members To view your company’s public profile on the chapter website, enter the company name in the public Member Search (make sure you are NOT signed in). You’ll see the names of all current member managers associated with your company; as well as an entry with just the company name.

Innovating community association banking solutions is our business, so you can focus on growing yours. With a strong commitment to the community management industry, backed by sizable national resources, Alliance Association Bank provides an unmatched level of expertise and responsiveness. Our customer-focused approach means you get a dedicated, experienced relationship manager— a single point of contact—to help with your unique needs so you’re able to focus on what matters most: your business and your customers.

No-Fee Lockbox Services1

Online Homeowner Payment Portal

ConnectLive TM Software Integration

Lending Solutions3

Full Online Banking Services2

Extensive Deposit Solutions4

Meet Your Community Association Banking Experts: Carolyn Moscoso Vice President cmoscoso@allianceassociationbank.com (843) 900-4235 Stacy Dyer, CMCA, AMS Senior Managing Director, East Region sdyer@allianceassociationbank.com (843) 637-7181

allianceassociationbank.com

Funds deposited through the Lockbox will follow Western Alliance Bank’s funds availability policy as outlined in the Deposit Account Agreement Disclosure. 2Fees may be imposed for additional services related to online banking. Refer to Business Online Banking Setup and Authorization for more information. 3All offers of credit are subject to credit approval, satisfactory legal documentation and regulatory compliance. 4Refer to the disclosures provided at account opening and the Schedule of Fees and Charges for additional information. Alliance Association Bank, a division of Western Alliance Bank, Member FDIC.

Serving NC

Spring 2021 Edition

Alliance Association Bank has over 50 years of combined experience meeting the unique and complex banking needs of community associations. This experience, combined with our financial strength and stability, make Alliance Association Bank a key financial institution to build an alliance with to grow

Specializing in:

Why Choose Alliance Association Bank:

your business. Alliance Association Bank is a division of Western Alliance Bank, Member FDIC. As one of the country’s top-performing banking companies, Western Alliance was #1 best-performing of the 50 largest public U.S. banks in the most recent S&P Global Market Intelligence listing and ranks high on the Forbes “Best Banks in America” list year after year.

Who can change how your company info appears to the world? Each corporate membership includes a free manager membership; this is handled through national CAI. This individual is the only person who can either sign in to the company profile or re-set the company username/password. Until and unless you change it, the company username is the company name as it appears in the Member Search results. This single company designee has not only a personal manager membership but also is the only individual empowered to manage the company’s public profile on the chapter website.

website, enter the company name in the public Member Search (make sure you are NOT signed in). You’ll see the names of all employees currently associated with your company as well as an entry with just the company name. Who can change how your company info appears to the world? Each corporate member is assigned a primary company contact for the chapter by national CAI. This individual is the only person who can either sign in to the company profile or re-set the company username/ password. This single company designee is the only individual empowered to manage the company’s public profile on the chapter website. If you are that person: Until and unless you change it, the company username is the company name as it appears in the Member Search results. Sign in at the top of any page using your company credentials. Look for Information & Settings>Edit Bio. Here you can change the company username and/or password, update website, address and phone, select your geographic areas served, and update your company contacts for public display. You may want to add a logo image as well.

Business Partner Employees Each known associate, including the primary contact above, has a personal username and password in the chapter database. You can re-set this via the “Forgot Password” feature on the Sign In page. n

If you are that person: Sign in at the top of any page using your company credentials. Look for Information & Settings>Edit Bio. Here you can change the company username and/or password, update website, address and phone, select your geographic areas served, and update your company contacts for public display. You may want to add a logo image as well.

Business Partner Members To view your company’s public profile on the chapter

One of Forbes’ Best Banks in America Year After Year

Tina Frazier Pace Concentrating in Homeowners Association Assessment Collections - call for our flat fee rates 327 Hillsborough St. P.O. Box 527 Raleigh, NC 27602

919-856-3940 (office) tfpace@hatchlittlebunn.com www.hatchlittlebunn.com

Spring 2021 Edition

Serving NC