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
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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
www.popularassociationbanking.com
1. Subject to credit approval. 2. ICS® and CDARS® are registered service marks of IntraFi Network, LLC. © 2021 Popular Bank. Member FDIC.
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Serving NC
Summer 2021 Edition
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
Serving NC
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