5 minute read
Annual Conference: What's to Learn?
by cai-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. • Secure Cloud-Hosted Portals for Boards • Financial Management including Tax and Audit
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Management • Homeowner/Resident
Support • Deed Restriction
Management • And So Much More...
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.
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
1. Subject to credit approval. 2. ICS® and CDARS® are registered service marks of IntraFi Network, LLC. © 2021 Popular Bank. Member FDIC. 127 Racine Drive, Wilmington, NC 28403 wardandsmith.com | 800.998.1102 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.
Association Loans: Successfully Marching into the Madness
Chris Bruffey Senior VP, Senior Commercial Officer Community Plus Div. of North State Bank Cynthia Jones Sellers, Ayers, Dortch & Lyons, PA
This session will cover: 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 Vendor Transitions from Developer to Annual Contracts (That First Year is Critical)
Kevin Giles, RS Co-owner, Giles Flythe Engineers Grant Todd CEO, Dragonfly Pond Works Andrew Bateman, CIRMS, CMCA Independent Agent, TriSure Insurance Agency 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.
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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.
“… 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 AMGworld.com
Six Offices to Serve You in North and South Carolina
Assessing community priorities is complicated NO NEED TO GO IT ALONE
Our easy to understand reserve studies help your board make smarter, more confident decisions that support your community’s financial health.
Guidance on every aspect of Community Association Law
Protecting you and your community’s interests throughout North and South Carolina.
To learn how you can partner with Offit Kurman, please call 704.377.2500 or visit us online at offitkurman.com.
For your reserve study proposal, contact us at (800) 980-9881 or visit reserveadvisors.com. Learing Sessions
continued from page 15 The Dos and Dont’s of Setting Clear Expectations With Customers and Vendors
Tyler Graybeal, CEO/President Southern Outdoor Restoration 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 Anatomy of the Exterior, and the TLC It Needs: Roofs, Flashings, Sidings, Windows
Andy Onofrio, President Onofrio Construction, Inc. 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
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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.
FIND OUT MORE Chris Bruffey
Senior Commercial Officer Senior Vice President, CMCA 919.645.4980 CBruffey@NorthStateBank.com NMLS# 888666
