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

Surfside Tragedy Lessons & Alerts

What's to Learn at Annual Conference trusted guidance

community association management services

Who's to Visit at Annual Expo Summer 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 Surfside Tragedy Lessons & Alerts............................................ 7 Annual Conference: What's to Learn?...................................... 9 Annual Conference: Who's to Visit? ....................................... 11 Congrats on New Credentials................................................. 23

Platinum

Gold

On the Cover Getting’ out and about again! More of us are enjoying our home state for summer vacations than ever before. From the beaches to the mountains to hundreds of gems in between, what's not to love about NC! For inspiration, check out www.visitnc.com - you'll be wowed by settings like this one along the Blue Ridge Parkway at the Julian Price Memorial Park. Photo credit: VisitNC.com n

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

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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

Summer 2021 Edition

Serving NC

THANK YOU 2021 CAI-NC CHAPTER CHAMPIONS

From the President

Marathon

I hope everyone had a great 4th of July holiday. Some of you may have taken a welldeserved vacation, others may have just enjoyed the long weekend. Either way, this holiday not only marks the independence of our country, it also marks the midpoint of the year. For most of us, the time has flown by. For our Chapter, it has been a very productive time. Our March 12 annual Community Association Law Day was extremely successful by any measure. Its first-ever virtual format enabled Board members and managers from across the state to participate in numbers unlike any past Law Day events. To note just one statistic: compared to the average of the last three years’ in-person Law Days, the 2021 virtual version saw a 73% increase in participating associations and companies! Chris Chaffin

While we are all excited to begin getting back to in person events when appropriate, I think we can all see that virtual is here to stay. This option has allowed CAI-NC to reach regions that have been underserved for many years, simply due to geographic distance from our major population centers. Speaking of our annual events, I hope everyone plans to participate in some way in the Annual Conference & Expo August 5 and 6th. It will be virtual again this year, based on a variety of factors including member survey input. (Circumstances permitting, next year’s Conference will be in Wilmington August 25-26, 2022). Meanwhile the Manager Learning Design Team and other volunteer groups continue brainstorming creative ways to deliver education to our members. One example: we’re looking at smaller “bite size” learning opportunities such as peer sharing of stories and lessons learned. Who doesn’t have a good “You won’t believe this….” story?

All-American

National CAI named the North Carolina Legislative Action Committee as the 2021 Legislative Action Committee of the Year!

Our most recent education event - hosted by, and literally presented by, volunteers in the Charlotte area-- was a great example of a creative way to present content. A skit chronicled a compliance issue from discovery to investigation and finally to the hearing. Attorney Harmony Taylor provided guidance at various steps along the journey of the “Murky Waters HOA Board.“ We heard great feedback on this infotainment approach.

The upcoming third event in our 2021 Higher Thinking Executive Webinar Series for company executives and leaders is "Top 10 Handbook Policies To Protect Employers." Make sure your team member/s responsible for HR Activities are aware of this lunchtime event. It will also feature a short presentation by the Executive Director of NC4Me, a nonprofit group working to connect military-affiliated individuals with civilian career opportunities. A proud announcement: National CAI has named the North Carolina Legislative Action Committee as the 2021 Legislative Action Committee of the Year! This selection recognizes exceptional work on behalf of the state’s 14,000+ community associations and the professionals who serve them. Members of the NC LAC are volunteers who make the time to stay on top of legislative developments, quietly “play defense” as necessary and take a leadership position when appropriate opportunities arise. This award will be presented at the national CAI annual conference in August. Lastly, we ask you to follow CAI-NC on your company and/or personal social media platforms. Please like and share our content to help reach potential members, partners and potential new managers via Facebook and Instagram. Thank you to all our members for all you do for our industry and your commitment to your profession, your community and to this organization. n 2

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Serving NC

From Your Chapter Executive Director Membership Matters!

The image is permanently etched in this mom’s “mind’s eye”…

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.

Our elementary-age son straddled the Prime Meridian at the Royal Observatory in Greenwich, England, his mouth open in wonder. Our tour guide explained that one foot

CAI-NC welcomed 74 new members from March 1 through June 30, 2021.

was planted in the Western Hemisphere and one foot in the Eastern Hemisphere. I think

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

our son’s “wonder” was as much at the simple line in the concrete being so important to the grownups as it was at the concept of a vertical equator at zero longitude. But he

MANAGEMENT COMPANIES

Baldwin Real Estate Inc, LLC Asheville Mr. J David Hitch, President COMMUNITY ASSOCIATIONS Adams Farm Community Association Greensboro Avenue Residential Condominium Association, Inc. Charlotte Berewick Homeoweners Association, INC Charlotte Brunswick Plantation Property Owners Association Calabash Cedarwood Village Owners Association Morehead City Fairfield Harbour Property Owners Association New Bern Falconbridge Homeowners Association Raleigh Fearrington (FHA) HOA Pittsboro Kirkwood Homeowners Association Chapel Hill Kyfields Towne Homes Association Weaverville Lion's Gate, Inc. HOA Wilmington Lochmere Association Cary Meridale Community Association Charlotte Monteray Shores Home Owners Association Hershey Paxton Townhome Association Cary 4

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Pinehurst Trace Homeowners Association Pinehurst Sherwood Forest Homeowners' Association Brevard Skybrook Master HOA Huntersville Southcliff Master Property Owners Association Fairview Summerfield Townhomes Owners Association of Mecklenburg, Inc. Matthews Beaverdam Run Condominium Association Asheville COMMUNITY ASSOCIATION MANAGERS Mr. Jason Campbell Banner Elk Julie A Gott Iron Station Janie Schepker Oak Island Summer E Scott Clayton Ms. Kasey Nicole Williams, CMCA, AMS Raleigh Association Management Group, Inc. Miss Stacey Speight Greensboro CAMS Ms. Caroline Elizabeth Dollard Wilmington CAMS Mrs. Stefanie Hubble, CMCA Southport CAMS Mr. Patrick Lynch Sneads Ferry CAMS Miss Molly Mottesheard Leland CAMS Mr. David K. Orr Wilmington

CAMS Ms. Kieley Wilson Charlotte Capstone Realty Consultants, Inc. Mrs. Kellie Godfrey Winston Salem Capstone Realty Consultants, Inc. Mrs. Karen Zoeller High Point Cedar Management Group, LLC Mrs. Jessica Closner Granite Quarry Cedar Management Group, LLC Mrs. Sarah Wachtel Statesville Cedar Management Group, LLC Ms. Pamela L. Winters, CMCA Charlotte CEPCO Mr. Michael W. Head, AMS, PCAM Wilmington Community Association Management Ms. Zandra Alexander Cary Community Association Management Services Mrs. Rita Barrett Charlotte Community Association Services, Inc. Mr. Ashok Patel Cary Community Focus of NC, Inc. Ms. Madison Kichline Carrboro Community Focus of NC, Inc. Mr. Brandon White Durham Henderson Association Management Ms. Tiauna Latriece Clemmons Charlotte

Henderson Association Management Mr. John H. Das, CMCA Charlotte Henderson Association Management Mrs. Rahdreia Hannibal Hawkins Charlotte Kuester Management Group Mr. Shawn Mcgee Fort Mill, SC Kuester Management Group Miss Janice Roberts Fort Mill, SC Omega Association Management, Inc. Mr. Thomas Neal, CMCA, AMS Cary Priestley Management Company Ms. Melissa Hicks Greensboro Towne Properties Kristina Mitchell Raleigh William Douglas Management Company Mrs. Cristina Ponce York, SC BUSINESS PARTNER

definitely grasped the idea there can be “crossings” that seem clear and bright but also fuzzy… Leslie C. Blum, CAE

I think we all may feel a little of that in the fuzziness of confronting a post-Covid world. In the exhilaration of striding into Harris-Teeter with no mask we feel emboldened- but then someone coughs and you move away with a sideways glance. From family reunions of the vaccinated and the non-vaccinated and the recovered, to eating

What’s been gratifying to hear is the positive tone, the recognition that the decision was not made lightly, and the appreciation for innovation

indoors at a restaurant, to becoming reacquainted with the gym, we’re cautiously stepping out. But with spring in that step! Many members have reached out to the chapter staff and Board of Directors about the decision to again hold this year’s Annual Conference virtually. What’s been gratifying to hear is the positive tone, the recognition that the decision was not made lightly, and the appreciation for innovation. In turn, it’s gratifying to share that unlike many other chapters, ours has actually grown during Covid, both in terms of

membership numbers and member engagement. Thank you for your confidence and continued support! Most striking of all is the silver lining of the new virtual environment – reaching managers and board members across the state in record numbers. Those who don’t happen to live within easy driving distance of a small handful of cities could now

American Property Repairs Restoration Raleigh Ms. Andrea Phillips

VOLUNTEER OPPORTUNITIES

If you would like to "get involved" with CAI-NC, please let us know here.

participate in every single chapter event since March 2020. And while we all miss seeing faces up close and personal, everyone has had the ability to learn and earn safely, from your desk and without travel time and headaches. It looks like we’ll be straddling that fuzzy line permanently… even after we begin gathering in person again (aiming for fourth quarter!), we won’t let go of that silver lining enabled by technology. We’ll be offering stand-alone webinars and virtual events and mashups and live options and traditional gatherings and everything in between! Your Board of Directors is also using this opportunity to re-examine the chapter’s entire volunteering program, as we take lessons from not only the last year but also from how the organization has evolved over the last several years. Look for new opportunities to get involved, from a micro-level to fuller commitments. Stay tuned, and stay safe! n

Summer 2021 Edition

Serving NC

Supporting Condominium Communities in Wake of the Surfside Tragedy By Dawn Bauman, CAE, Community Associations Institute

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.

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5/30/17 5:02 PM

After the tragic June 24 collapse of Champlain Tower South Condominium Association tower in Surfside, Fla., condominium association residents have questions about the safety of their own communities and are wondering how to protect their buildings. As the leading authority in community association education, governance, and management, CAI wants to make sure this never happens again. Here are some steps communities can take to ensure their safety. Condominium residents should ask the community’s board members and manager the following questions: n What is being done to protect our health, safety, and investment? n Does our community have a plan to fund the repair and replacement of major components owned by the community? n Does our building need an inspection by a professional engineer to evaluate structural integrity? n Does our community have a reserve study to plan for the repair and replacement of major components? When was this reserve study last updated? n Are critical components in the building such as structure, balconies, stairwells, etc., included in the reserve study? n Will a special assessment be required to fund the repair and replacement of any components not included in the reserve study? Condo owners can take steps to protect themselves and their investment:

n Agree to fund reserves for repair and replacement of major components Condominium association board members have a fiduciary duty to protect their community: n Determine if an inspection is needed, and/ or if there are any signs of structural concerns. n Conduct or review your reserve plan using best practices - and fund accordingly. n Talk with your owners about reserve study/plan/ schedule and funding and maintain frequent communication about these important issues. n Take actions required in the reserve plan. n Be transparent with homeowners about how much repairs might cost and whether a special assessment may be necessary. For additional resources, visit www.caionline.org/ CondoSafety. Note: the NC chapter’s upcoming Annual Conference & Expo features among its many learning opportunities a session on Aging Infrastructures –see pages 9 through 21 or get more information/register HERE. n

Know your rights and responsibilities as a homeowner. Attend board meetings. Read communication from your community. Ask questions and participate in your community meetings and events. n Regularly pay community association assessments. n n n n

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Summer 2021 Edition

Serving NC

CAI-NC Annual Conference & Expo 2021

LAW FIRM CAROLINAS

Thursday Aug. 4 – Friday Aug. 5

Focused HOA/Condo Experience

We may be virtual for the 2021 Annual Conference & Expo, but that doesn’t mean we skip the live learning, expo booths, networking & prizes! Enjoy hanging out in your gym shorts (or whatever!) while you earn CEUs, make connections and have fun!

n HOA/condo litigation

Hear from last year’s virtual conference attendee:

n Governing document amendments

I had an amazing time at my first CAI Conference! It was great to be home and maneuver at my own speed!

n Covenant and restriction violations n Collection of dues and assessments

The virtual format was incredibly creative. Recording the sessions in advance was a great idea and allowing participants to ask questions during the presentation was also a bonus. Love it!

n Board/annual meeting controversies n Resolving neighborhood disputes

Greensboro | Charlotte | Triangle | Coastal www.lawfirmcarolinas.com

Insuring over 800 Community Associations

Loved it! Very informative. Ample opportunities for face time with vendors. Overall great experience. CEU: All attendees automatically get 4 credits from national CAI. Plus, all 12 learning sessions will be recorded, and Conference registrants get half-off rates on each hostedreplay session after the main event to earn another CEU. Earn up to 12 CEUs. Expo: Like always, our rock star service provider partners look forward to seeing everyone at Conference and sharing solutions or just shooting the breeze!

By far one of the best pivots for a large-scale planned event I have experienced. ANOTHER wonderful and informative conference.

Networking: Enjoy a dedicated Speed Dating experience, plus private video meet-ups, Conference-wide chats, in-session chats and private messaging.

I really enjoyed the virtual expo. Vendors were able to see my questions and answer them, rather than be distracted by floating conversations.

Bonus: The first 200 registrants receive a Swag Gift Box from our Exhibiting Sponsors, delivered right to your door.

Having access virtually allowed me to stay on top of my job and not fall two days behind, as well as take the opportunity to learn and explore vendors.

What can YOU learn to help your community and make your job easier, whether it’s volunteer or paid? See pages 11-21. n

commercial landscaping landscape design & installation landscape maintenance seasonal flowers drainage solutions storm clean-up

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Serving North Carolina Since 1974 8

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1-800-698-3590 sales@phoenixlandscape.net www.phoenixlandscape.net

Summer 2021 Edition

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CAI-NC Annual Conference & Expo 2021 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

Our Learning Sessions Lessons from the Courtroom: When a Manager is Called to Court

Bob Troxler 866-577-8764

Ben Rhodes, CMCA, AMS, PCAM®, CAMS

CHARLOTTE

Chris Gelwicks The McIntosh Law Firm, P.C.

Dennis Mockler 866-504-5983

NORTH RALEIGH

Kirt Storch 866-450-2449

CHARLOTTE

Jim Ploughe 866-829-0656

CertaProCAIofNC.com

This presentation will focus on real life lessons and experiences of a manager visiting the Courthouse for various reasons. Whether it’s small claims, district or criminal, walk through the legal process and issues behind each experience while also getting a manager’s perspective. Learn about small claims court, foreclosure hearings, and other legal cases that affect the manager, management company and the association through “war stories!”

A Primer on NC’s Disaster Mediation Program Amy H. Wooten Ward and Smith, P.A.

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.

Allen N. Trask, III, Ward and Smith, P.A.

statute, is administered through the NC Department of Insurance. This overview will include an eye towards how the Program intersects with community associations and their members who have sustained property losses in connection with a declared state of disaster. Audience takeaways: Understanding the parameters of the Program and how it can benefit community associations and their members across North Carolina, covering situations ranging from coastal storms to inland flooding to ice and water contamination.

Aging Infrastructure: The Slow, Silent and Scary Problems Adam Beaudoin Ward and Smith, PA Andrew Bateman, CIRMS, CMCA Independent Agent, TriSure Insurance Agency Plus a NC Structural Engineer This problem is growing each day as common property and buildings age. Influences ranging from the environment to Father Time will catch up to all managers

NC’s Disaster Mediation Program for residential property claims authorized by state

continued on page 13

WHAT’S IN YOUR POND WATER? Most of the issues lake or pond owners and managers will face can be traced to an imbalance in the water quality. SOLitude begins with strategies to establish a baseline understanding of the current conditions to develop a water quality restoration program tailored to your specific needs and goals. This approach increases long-term success to achieve ecological balance and sustainability.

Download our FREE Report - 8 Questions to ask when hiring a lake and pond management company solitudelakemanagement.com/questions

Restoring Balance. Enhancing Beauty.

855-534-3545 • solitudelakemanagement.com

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

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CAI-NC Annual Conference & Expo 2021 Learing Sessions

continued from page 11

and boards of directors. What are the problems faced by every Association, what are the legal and financial ramifications? In addition to the experience and guidance of a structural engineer, attorney and insurance agent we will be using information from a national study “Examining Aging Infrastructure in Community Associations” completed in 2020. Attendees will be provided a handout from this study as well.

Avoiding Legal Landmines: Advice for Association Board Members and Managers Jim Slaughter Fellow, College of Community Association Lawyers, Law Firm Carolinas Serving as a board member or community manager of an HOA or condo association can be difficult! There are so many moving pieces—state statutes, governing documents, and the specific facts. Join attorney Jim Slaughter for a discussion of situations that most often lead to a call or meeting with the lawyer (or worse, court)! – and how to avoid that.

Community Safety & Security: Don’t be Unprepared for the Unexpected Steve Sellers Sellers, Ayers, Dortch & Lyons, PA Tim Sellers Fellow, College of Community Association Lawyers, Sellers, Ayers, Dortch & Lyons, PA Threats and risks can damage property, harm residents, and disrupt communities with little or no warning. Threats are outside (usually) forces and influences that cause injury or damage. Some common threats are violent acts that harm residents, theft or malicious destruction of property, hazardous conditions or materials present in the vicinity and dangerous activities occurring nearby. Risks are inside (usually) circumstances and conditions that expose residents to danger or loss. Some common risks are traffic control challenges, unresolved and escalating resident conflicts, dangerous conditions on common elements, deteriorating/failing buildings or infrastructure (Champlain Towers, Surfside FL?) and continued on page 15

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

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

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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

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

Summer 2021 Edition

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CAI-NC Annual Conference & Expo 2021 Learing Sessions

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

continued from page 13

residents who are “fragile” such as the aging and the mentally or physically impaired. The key is to identify the threats and risks that YOUR community is likely to face. You need a plan. Safety and security is as important as planning for expenses, reserves, collections, communication, maintenance, or anything else.

Chris Bruffey Senior VP, Senior Commercial Officer Community Plus Div. of North State Bank

• Homeowner/Resident Support • Deed Restriction Management

Cynthia Jones Sellers, Ayers, Dortch & Lyons, PA

• And So Much More...

This session will cover:

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

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Kevin Giles, RS Co-owner, Giles Flythe Engineers Grant Todd CEO, Dragonfly Pond Works Andrew Bateman, CIRMS, CMCA Independent Agent, TriSure Insurance Agency

Association Loans: Successfully Marching into the Madness

• Financial Management including Tax and Audit Management

RealManage.com | (919) 701-7977

Vendor Transitions from Developer to Annual Contracts (That First Year is Critical)

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

1. Types of Loans for Community Associations 2. Process of obtaining and qualifying for a loan 3. Proactive solutions for successfully obtaining and qualifying for a loan 4. Top 10 reasons associations fail to qualify for loans

Jen Burch, PCAM PPM, Inc. The decisions and process prior to Transition must ensure the Common Property is suitable to be turned over to the Board of Directors. The Manager and Board need to know about the details before and immediately after Transition. This session will be a panel discussion answering questions and leading examples of what to do and what not to do before, during and after transition. It will combine the professional perspectives of multiple business partners as well as a PCAM-level manager. 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

Summer 2021 Edition

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CAI-NC Annual Conference & Expo 2021 Learing Sessions

continued from page 15

The Dos and Dont’s of Setting Clear Expectations With Customers and Vendors

Anatomy of the Exterior, and the TLC It Needs: Roofs, Flashings, Sidings, Windows Andy Onofrio, President Onofrio Construction, Inc.

Tyler Graybeal, CEO/President Southern Outdoor Restoration

“… for over 25 years, AMG has managed our community and have always been professional, helpful and extremely responsive!” — Covington Place For more information, call us toll-free at

1-888-908-4264 or visit our website at

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Brooke Tidwell, Managing Partner PPM, Inc. Managers, board members, and vendors are constantly managing expectations… Expectations management takes experience, confidence, humility, and discipline. There’s no real middle ground here. Either you do it well and people know it or you DON’T and people know it. Highlights of this session: • What is NOT happening is just as important as what is • Who, what, when, why, how, how much • Don’t avoid the difficult topics • Don’t overcommit • There’s a gap in expectations, now what?? • Bad news delivered early is good news • Admit mistakes and empathize • Say:Do:Tell ratio

Peter Miller, Principal Miller Dodson Associates

Living Alongside NC Wildlife in Your Community Falyn Owens, Extension Wildlife Biologist NC Wildlife Resources Commission This presentation will cover:

• • • • • • •

• Government agencies and resources who can assist with wildlife-related issues Wildlife Resource Commission officers and district biologists; NC Wildlife Helpline Licensed wildlife rehabilitators Licensed wildlife control agents Local county or municipal animal control Common wildlife issues in HOAs, hotspots, and how communities should respond Being a BearWise Community NC Beaver Management Assistance Program

Six Offices to Serve You in North and South Carolina

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.

continued on page 19

The right loan can help

PUT THE PIECES TOGETHER .

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

please call 704.377.2500 or visit us online at offitkurman.com.

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

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Summer 2021 Edition

Chris Bruffey

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

To learn how you can partner with Offit Kurman,

For your reserve study proposal, contact us at

FIND OUT MORE

CommunityPLUS.com

Summer 2021 Edition

Serving NC

CAI-NC Annual Conference & Expo 2021 (919) 622-1347 Community Pressure Washing Community Gutter Cleaning Parking Deck Cleaning & More

Learing Sessions

• • • •

continued from page 17

Deer – various options for management Alligators - options with emphasis on education Canada Geese – conflict prevention Coyotes and foxes

The Path to PCAM

Serving property managers, community associations and homeowners for 30 years

Now Truist

David Jennings, CAE, SPHR, SHRM-SCP VP of Education, Community Associations institute

Chris Chaffin, PCAM Kuester Management Group

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

Providing full service HOA community management.

This session dishes on the requirements, practicalities and down-to-earth expectations of charting a career path culminating in achieving the esteemed PCAM designation. Our national CAI guest speaker and recent PCAM designee tell it like it is. Plus, as the session content is being shaped and finalized CAI is also preparing to introduce the revamped and re-branded program "formerly now as" PMDP- attendees get a sneak peek.

HOAs are Changed Forever: Now What? Matt Waters Jordan Price Hope Carmichael The COVID-19 Pandemic changed life as we know it. As we are emerging on the other side of the pandemic, it is apparent that the same is true for Community Associations. This presentation will focus on how the COVID-19 Pandemic forever changed how Community Associations operate and are managed, including meetings, violation enforcement, and rules. The presentation will also provide the perspective of a PCAMlevel Community Association manager, and the changes and demands brought upon managing a Community Association in the post-pandemic world. n

Grab Your Spot!

Association Managers and Homeowners: Get more info / register HERE

Business Partners: Get more info / sign up for your booth HERE

2108 Clark Avenue Raleigh, NC 27605 yorkproperties.com 18

Serving NC

Summer 2021 Edition

Remember: The first 200 registrants will receive a gift box of “swag,” courtesy of some of our exhibitors!

919.821.1350

Summer 2021 Edition

Serving NC

CAI-NC Annual Conference & Expo 2021

Meet Our Expo Exhibitors

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.

Enjoy face time with our partners, jump into speed dating, win prizes!

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

pool professionals H ng

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Raleigh (919) 787-7878

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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

THE TRUSTED PARTNER IN COMMUNITY MANAGEMENT

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

Serving NC

Summer 2021 Edition

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

Summer 2021 Edition

Serving NC

Who’s Got New Credentials? 30 committed professionals earned professional designations from March 1 through June 30, 2021. Please congratulate:

Mrs. Gabrielle Rochin Baisey, CMCA, Kuester Management Group, Fort Mill, SC

LSM Large-Scale Manager Ms. Melissa Ramsey, CMCA, AMS, LSM, PCAM, FirstService Residential, Fort Mill, SC

Ms. Tina Jones, CMCA, Premier Management Company, Wilmington

Professional Community Association Manager – PCAM Ms. Alexis Amelia Fidler, CMCA, AMS, PCAM, FirstService Residential, Waxhaw

Innovating community association banking solutions is our business, 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. 1

Serving NC

Summer 2021 Edition

Association Management Specialist – AMS Ms. Melissa J Cook, CMCA, AMS, Association Management Group, Inc., Greensboro

RS – Reserve Specialist Mr. Terry Smull, RS, Giles Flythe Engineers, Raleigh

Ms. Diana C. Kennedy, CMCA, AMS, Key Community Management, Matthews Why Choose Alliance Association Bank:

Miss Morgan Lyman, CMCA, AMS, Key Community Management Inc., Kannapolis

Alliance Association Bank has over 50 years of combined experience meeting the unique

Ms. Ashley Parson, CMCA, AMS, Kuester Management Group, Fort Mill, SC

Alliance Association Bank a key financial institution to build an alliance with to grow

Specializing in:

Ms. Suzanne Marie Edson, CMCA, Rock Hill, SC

Mr. Derek May, CMCA, AMS, Capstone Realty Consultants, Inc., Winston Salem

and complex banking needs of community associations. This experience, combined with our financial strength and stability, make

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.

One of Forbes’ Best Banks in America Year After Year

Mr. Matthew Peel, CMCA, Priestley Management Company, Greensboro

Ms. Wendy B Parks, CMCA, PCAM, Priestley Management Company, Greensboro

Ms. Rachel Dearing, CMCA, AMS, CAMS, Pineville

so you can focus on growing yours.

Ms. Lou Anne Menz, CMCA, Priestley Management Company, Greensboro

Mr. Christopher M. Cullingford, CMCA, Indian Trail

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. Get more info on professional designations HERE n

Mrs. Roxanne Powell, CMCA, AMS, Landfall Council of Associations, Inc., Shallotte Ms. Kristen Schmidt, AMS, PPM, Inc., Raleigh Mrs. Angela Parsons, CMCA, AMS, Superior Association Management, LLC, Troy Certified Manager of Community Associations – CMCA® Ms. Pamela Kay Linn, CMCA, Associa HRW, Raleigh Ms. Kristel Scalf, CMCA, Associa HRW, Raleigh Ms. Cyndi Perry, CMCA, CAMS, Bolivia Mrs. Stefanie Hubble, CMCA, CAMS, Southport Ms. Amanda S. Frye, CMCA, Cedar Management Group, LLC, Charlotte Ms. Christi Jones, CMCA, Cedar Management Group, LLC, Charlotte Mrs. Victoria Kathryn Mills (Robertson), CMCA, CEPCO, Wilmington Ms. Michelle Mustain, CMCA, CEPCO, Carolina Beach Ms. Lori Lanham, CMCA, Charleston Management Corporation, Raleigh Mrs. Abigail Nolte, CMCA, Hawthorne Management Company, Charlotte Mr. John H. Das, CMCA, Henderson Association Management, Charlotte

Summer 2021 Edition

Serving NC