FOCUS Magazine - May/June 2023 Issue

L.A.’s Premier Source of Information for Community Associations

2023

May/June 2023

COMMUNICATION SECURITY MAINTENANCE VIRTUAL COMMUNITIES FINANCES AIoT -COMMUNICATION -SECURITY -MAINTENANCE -VIRTUAL COMMUNITIES -FINANCES

ACCLIMATING INTO NEW TECHNOLOGIES IN HOA COMMUNITIES

2023 BOARD OF DIRECTORS

OFFICERS

Erik M. Rivera, CMCA®, AMS®, PCAM®, President Manhattan Pacific Management, Inc.

844-511-0644

Isaac Camacho, President Elect Accurate Termite & Pest Control

310-837-6483

Jeffrey A. Beaumont, Esq. CCAL, Vice President Beaumont Tashjian

818-884-9998

Matt Davidson, CCAM-HR®, CMCA®, AMS®, PCAM®, Treasurer Action Property Management AAMC®, 800-400-2284

Diane Schoolsky, Secretary

Lingate HOA, 323-640-1277

Alexandria Pollock, CCAM-HR®, CMCA®, AMS®, PCAM®, Past President BuildingLink.com, LLC, 310-925-9001

DIRECTORS

Gary Burns, Mulholland Heights HOA, 818-326-2000

Roby Garcia, Servpro of Burbank, 661-312-6207

Matt Meadors, CMCA®, AMS®, PCAM®

HOA Organizers, Inc., AAMC®, 818-778-3331

Brian D. Moreno, Esq. CCAL, Brian D. Moreno Law Corporation APC 888-578-9673

Amy Yankauskas, CCAM®, CMCA®, AMS®, The Ocean Club, 562-435-0055

CHAPTER EXECUTIVE DIRECTOR

Michelle L. LeBlanc, CAE

2023 COMMITTEE CHAIRS

CLAC FUNDRAISING

Elaine Gower, The Naumann Law Firm, PC

Tiffany McCall, MBA, CCAM®, Seabreeze Management Company AAMC

COMMUNITY EXPO

Michelle Caldwell, ePipe Pipe Restoration

Marc Loge CMCA®, AMS®, Promenade Owners Assn

COMMUNITY OUTREACH

Stephanie Romero, Aeroscopic Environmental, Inc

Jerris Gaddis, CMCA®, AMS®, PCAM®, The Management Trust

EXECUTIVE LEADERSHIP SUMMIT

Karen Kokowicz, CCAM®, CMCA®, PCAM®, Coro Community Management & Consulting

FINANCE

Nels Atha, CMCA®, AMS®, PCAM®, Common Interest Services, Inc.

GOLF TOURNAMENT

Randy Bratton, John Forbes Farmers Agency

Jeff Koscher, BluSky Restoration Contractors, LLC

HOMEOWNER LEADER EDUCATION

Diane Schoolsky, Lingate HOA

Crystal Valencia CMCA®, AMS®, FirstService Residential, AAMC®

LEGISLATIVE

Erik M. Rivera, CMCA®, AMS®, PCAM®, Manhattan Pacific Management, Inc.

MANAGER EDUCATION

Shauna Gatlin, CMCA®, AMS®, HOA Organizers, Inc. AAMC

Amy Yankauskas, CMCA®, AMS®, The Management Trust

MEDIATION SERVICES

Jessica Koval, CMCA®, AMS®, PCAM®, Action Property Management AAMC

Erik Rivera, CMCA®, AMS®, PCAM®, Manhattan Pacific Management, Inc.

MEMBERSHIP

Mimi Cortes, SAX Insurance Agency

Eric Sasala, First Onsite Property Restoration

PROGRAMS/LUNCHEONS/WEBINARS

Sascha Macias, CMCA®, AMS®, PCAM®, Roseman Law, APC

Flint Faulkner, CMCA®, AMS®, PCAM®, 8899 Beverly HOA

PUBLICATIONS

Jocelle Maliwanag, MBA, American Heritage Landscape

Diane Rossiter, MBA, CMCA®, AMS®, PCAM®, Bell Canyon Association

SOCIAL

Karen Kokowicz, CCAM®, CMCA®, PCAM®, Coro Community Management & Consulting

Michael Valenzuela, Vista Paint Corporation

SOCIAL MEDIA

Nicole Feuerhelm, Select Painting & Construction, Inc.

Our thanks to the FOCUS Magazine Committee: Co-chairs: Jocelle Maliwanag, MBA, American Heritage Landscape

Diane Rossiter, MBA, CMCA®, AMS®, PCAM®, Bell Canyon Association

Sean Allen, Esq.,Roseman Law, APC

Suvany Cowie, Infinity Property Services, AAMC®

Joshua Freeman, Seabreeze Management, AAMC®

Elaine Gower, The Naumann Law Firm, PC Miranda Legaspi, Platinum Security, Inc.

Angelique Madrigal, Ross Morgan & Company Inc., AAMC®

Matt Meadors, CMCA®, AMS®, PCAM®, HOA Organizers Inc., AAMC®

Stephanie Romero, Aeroscopic Environmental Inc.

Luz Veloz, Customized Guard Services

This publication seeks to provide CAI-GLAC’s membership with information on community association issues. Authors are responsible for developing the logic of their expressed opinions and for the authenticity of all facts presented in articles. CAI-GLAC does not necessarily endorse or approve statements of fact or opinion made in these pages and assumes no responsibility for those statements. By submission of editorial content to CAI-GLAC, the author acknowledges and agrees to abide by the editorial and policy guidelines. Copyright © 2023. All rights reserved. Reproduction in whole or in part without written permission is prohibited. CAI is a national, not-for-profit association created in 1973 to educate and represent America’s residential community association industry.

National Office Address: 6402 Arlington Blvd. #500, Falls Church, VA 22042 Tel: 888/224-4321 • Web Site: www.caionline.org

NOTE FROM THE EDITOR’S DESK

HELLO CHAPTER MEMBERS

WHETHER YOU DIVED INTO THE TECHNOLOGICAL REVOLUTION IMPACTING COMMUNITY ASSOCIATIONS WITH ENTHUSIASM, ARE PADDLING AROUND IN THE SHALLOWS, OR ARE WATCHING ANXIOUSLY FROM THE SHORE, THIS IS THE FOCUS ISSUE FOR YOU.

For you, our authors have taken on technology developments, communications, remote interactions, management software and apps, high tech security, and more. Come on in, the water may be deep but it’s fine.

Our feature by Tatiana Jae, provides a guide to the many options for learning and teaching, marketing, informing, and expanding your influence on-line and through social media in, “Elevating Your Skills Through Technology”. Daniel Carvo’s article, “The New Era in Communications,” expands on the communications aspects of new technology and the growing field of management software accessed through apps. For an overview of the evolving field of community security involving the most recent technological innovations, Miranda Legaspi showcases current and developing security measures, software, and equipment with her article, “What's New in Technology”.

Two association managers, veteran Ani Keshishian, CMCA, and a newer recruit to the field, Crystal Valencia, share their perspectives on technology’s expanding sphere in HOA management in, “Incorporating Emerging Technologies” and “New Managers and Technology”. James Bradley, LCAM and Adam Balkcom predict, “The Future of the Community Association Industry” with a thorough overview of the wide variety of technology that is available and on its way to managers. Matthew Gardner, Esq. provides an update on new legislation concerning community associations. We’ve included some coverage on recent and upcoming Chapter events. CAI-GLAC is definitely a chapter that knows how to have fun along with professional development.

The winner of the March-April, “Find the PCAM” contest was Nancy Yamaoka, CMCA, Valley Association Management, who won a $25 gift card to Macy’s for tracking down the PCAM last time. Where will it be this time? Keep a look out and when you find it, e-mail, michelle@cai-glac.org. First reader to correctly identify the location wins.

As we often do, The Publications Committee encourages your suggestions, ideas for topics, articles, photographs, and volunteers interested in writing on a subject relevant to our Chapter and industry. Our members all have areas of expertise that their fellow members can benefit from. CAIGLAC thrives because of its members’ involvement and we hope you will include us when you think about contributing to the Chapter.

The future is here,

FOCUS Magazine Co-Editor

DIANE ROSSITER, MBA, CMCA ®, AMS ®, PCAM ® General Manager, Bell Canyon Association

Coaching to Credentials Manager Mentor Program

Would you like to be able to talk to another manager about their educational path and experience—get their advice about next steps?

CAI-GLAC is proud to offer the Coaching to Credentials Manager Mentor Program as a resource to our community manager members. Our goal is to encourage you to achieve CAI designations—ultimately the PCAM® designation.

Through the program, an experienced professional manager is paired with a manager newer to the industry or one looking simply for guidance. The scope and duration of the mentoring relationship is determined between the mentor and the protégé.

A Mentor can:

• Help to identify your specific goals.

• Provide career guidance.

• Provide vision and insight.

• Offer support and advice about CAI courses.

• Explain the value of credentials.

• Motivate you to progress to the next level of professionalism. For additional information about the CAI-GLAC Manager Mentor Program, please contact the Chapter Office at 818-500-8636.

CAI-GLAC does not necessarily endorse or approve statements of fact or opinion made in these pages and assumes no responsibility for those statements. Authors are responsible for developing the logic of their expressed opinions and for the authenticity of all facts presented in articles.

MESSAGE

ELEVATE 2023!

AS WE MOVE INTO SUMMER 2023, OUR CAI-GLAC BOARD, COMMITTEES, AND CHAPTER OFFICE CONTINUE TO ELEVATE PROGRAMS DILIGENTLY AT EVERY LEVEL. OUR CHAPTER IS EXPERIENCING GROWTH, AND A PART OF THE GROWTH IS THE TECHNOLOGY WE USE, AND I AM EXCITED TO SEE WHERE IT LEADS US.

Technology is at the heart of every successful business, whether it’s through products, marketing, sales, communication, design, or client (member) engagement. Digital transformation constantly evolves and changes how organizations operate, so embracing these technologies by shifting our corporate mindset is essential.

Internally, the cloud has changed business forever: Employees globally can access, edit and share files anytime, anywhere. Providing employees with the freedom to work from anywhere has become a standard across many modern businesses. Still, the only way to achieve a successful hybrid business model is through technology, so deciding which technology is essential can improve productivity and reduce costs.

Technology is also essential as it is one of the best preventions for cyber hacks: Cybersecurity technology can help to reduce threats. Old-fashioned security, firewalls, and antivirus software are no longer consistently strong enough to defend against modern, sophisticated cyber attacks.

To benefit the user, your reasons for implementing technology should remain the same as every other business strategy. Whether the user is an employee or a customer, technology should enhance customers’ experiences or improve employees’ workload. Once you’ve defined your user, you can determine what technology suits you. Question what the leaders in your industry are doing and if you can do better.

Once you have sourced which technologies are essential, evaluating your current technology and using hyperautomation where possible is important. Hyperautomation is a business “tool used to identify and vet, or automate, as many IT processes as possible...taking multiple technologies and having them all work together seamlessly, without human input...Anything repetitive can and should be automated, saving time and money and getting the end product to your customers and clients quicker.”

There will always be challenges when introducing new technology to your business or organization. Still, I believe

FROM THE PRESIDENT

it’s essential that you do so that you remain ahead of the competition and position yourself as a leader in your profession. Technology changes constantly, and those who fail to keep up with the changes may, unfortunately, be left behind.

ELEVATE.

CALIFORNIA COMMUNITY ASSOCIATIONS

FACTS & FIGURES

These $23 their would government.

Approximately 14,300,000 Californians live in 4,947,000 homes in more than 50,010 community associations.

| 89% | say their association’s rules protect and enhance property values (68%) or have a neutral effect (21%).

| 74% | of residents oppose additional regulation of community associations.

| 89% | of residents rate their community association experience as positive (67%) or neutral (22%).

Approximately 14,300,000 Californians live in 4,947,000 homes in more than 50,010 community associations.

| 84% | say they always or usually vote in state and local elections. 86% vote in national elections.

89% | say their association’s rules protect and enhance property values (68%) or have a neutral e ect (21%).

74% | of residents oppose additional regulation of community associations.

By 2040 the community association housing model is expected to become the most common form of housing.

89% | of residents rate their community association experience as positive (67%) or neutral (22%).

84% | say they always or usually vote in state and local elections. 86% vote in national elections.

473,500 as volunteer community year, in service. The California in community generally more Community homeowners cooperatives, planned communities, homeowners and use of Community managed for neighbors administration The financial mandatory to cover the business—such repair and routine operations, landscaping, for future CAI supports and responsibilities the self-governance affording efficiently in their homes

By 2040 the community association housing model is expected to become the most common form of housing.

ERIK M. RIVERA, ACOM®, CMCA®, AMS®, PCAM®, EBP CAI-GLAC 2023 Chapter President

2023 CAI-GLAC UPCOMING EVENTS

2023 CAI-GLAC Super Sponsors

¢ PLATINUM

Accurate Termite & Pest Control

ALLBRIGHT 1-800 PAINTING

Alliance Association Bank

Customized Guard Services & Systems

Ferris Painting, Inc.

Infinity Property Services AAMC

JUST RIGHT Painting, Inc.

Kasdan Turner Thomson Booth, LLP

PCW Contracting Services

Precision Painting & Reconstruction Reconstruction Experts, Inc.

Select Painting & Construction, Inc.

The Naumann Law Firm, PC

The Sherwin-Williams Paint Company

Tinnelly Law Group

Trifecta Painting & Construction

Whitestone Industries

¢ GOLD

EmpireWorks Reconstruction

ePipe Pipe Restoration

Fenton Grant Kaneda & Litt, LLP

Hi Tech Painting & Construction

McKenzie & Mena, LLP

SwedelsonGottlieb

¢ SILVER

Beaumont Tashjian

First Citizens Bank

Design Build Associates, LLC

Manhattan Pacific Management, Inc.

Partners Community Management Reserve

Riley Pasek Canty,

Vista Paint Corporation

¢ BRONZE

Diversified

In today’s rapidly evolving digital landscape, it is crucial for professionals in the homeowners association (“HOA”) industry to stay current with the latest trends and developments. As a dedicated professional, you can utilize technology to elevate your skills and ensure you stay ahead of the curve. Whether you prefer online classes, podcasts, YouTube videos, or social media platforms like TikTok and Instagram, there’s no shortage of resources available to help you grow and succeed in your career.

Elevating Your

As Business Development and Social Media Content Creator for Roseman Law, APC, technology is my best friend! I came into this industry with no experience in the legal field or with HOAs, as I had just graduated from college with my degree in marketing and communications. My entrance into the business world also happened to be the first year of the Covid-19 pandemic. Although I grew up in the age of social media, it was still an intimidating feat to be tasked with creating and expanding upon a digital brand, in a field I knew little about. Over the past two years, I have harnessed the power of technology by educating myself through online classes, podcasts and studying the social media landscape of our industry. Let’s dive into what I have learned and how it has sharpened my skills and encouraged me to stay up-todate with the latest industry trends.

Online Classes: Expanding Your Knowledge

One of the most effective ways to enhance your abilities through the use of technology is by enrolling in online courses. I have used this resource to strengthen my knowledge of the industry, ranging from common community association issues to cutting-edge, technologically driven marketing approaches.

CAI offers many opportunities to learn virtually. This has been especially helpful as a newcomer in the industry because it

ElevatingYour Skills

By Tatiana Jae, Roseman Law, APC Through Technology

catapulting our brand identity and brand awareness. Seeking knowledge outside of the industry allows one to gain a unique perspective and bring a new, refreshing influence to the HOA industry space.

Podcasts: Staying Informed on the Go

In the fast-paced world of business development, finding time to stay informed and updated on industry trends can be challenging. Podcasts offer an excellent solution, providing easily digestible, bite-sized information you can consume while on the road. A great example of this is “The HOA Pros podcast”. Again, as a novice in the industry, this was an incredibly useful tool to have during those extensive days spent traveling to various offices within the regions I oversee. These podcasts cover a diverse range of topics, from expert interviews and insightful discussions to practical advice that will help you navigate the challenges and opportunities in your field. By incorporating podcasts into your daily routine, you can continually learn and grow as a professional.

encouraged me to keep up with the hot topics and integrate new found knowledge into marketing tactics. Taking online industry courses has allowed me to feel more confident, and overall more well-rounded when interacting with clients and business partners - they aren’t just for the managers! Fortunately, Roseman Law also provides exceptional education both internally and externally. I always attend our monthly live Q&A session, Ask Roseman Law, to deepen my understanding of the current state of the industry and acquire insights into the concerns of board members and community managers.

Beyond acquiring industry-specific expertise, I have engaged in a plethora of digital marketing courses offered by Google, LinkedIn, and various social media marketing agencies. LinkedIn Learning is a convenient and valuable resource that offers a wealth of courses designed to help

professionals develop new skills and refine existing ones. With a vast library of content, you can explore topics such as leadership, negotiation, marketing, social media and sales, which are essential for success in our industry. As you complete LinkedIn Learning courses, you can showcase your achievements on your LinkedIn profile, demonstrating your commitment to professional growth. Participation in these courses has empowered me to cultivate creativity within the HOA realm and implement innovative marketing techniques tailored to our niche. In doing so, this resulted in

I frequently indulge in motivational and empowering podcasts as well. Being a business development professional is undeniably demanding, often leaving little personal time, as one is constantly on the move. Podcasts such as “On Purpose with Jay Shetty” and “Manifest Daily” have become staples in my long car rides, providing an opportunity to reconnect with my inner self and fueling my motivation to keep striving to be the best I can be. Creating moments like this for myself serve as a continual reminder of my underlying purpose. Prioritizing self-care and mental well-being is of utmost importance; by showing up for oneself, one can effectively show up for others and excel in one’s career.

TikTok, Instagram, LinkedIn and Pinterest: Embrace the Power of Social Media

The rise of social media platforms has transformed the way we consume and share information. By embracing these platforms, you can stay connected to the pulse of the HOA industry, discover new ideas, and gain inspiration from fellow professionals. I find that Instagram, TikTok, LinkedIn, and Pinterest to be the most useful in my career so far. These social media outlets provide an opportunity to showcase one’s expertise and establish clear influence and brand identity in our industry.

The more informal nature of platforms like TikTok and Instagram can serve as a creative outlet for professionals seeking to explore and share ideas in a more accessible format. Through short, entertaining, and visually appealing videos or posts, you can effectively communicate complex concepts or best practices to a broader audience. The social media landscape has shifted in favor of video content as it is more engaging and entertaining to one’s followers.

(Continues on page 8)

When looking at the history of our industry, homeowner associations (HOAs) have come a long way in terms of their management and maintenance. Technology has transformed the way HOAs operate and has brought about significant changes in how they function.

In the digital age, it has become essential for communities to utilize technology to function effectively. From streamlining communication, to enhancing financial reporting, technology has revolutionized the way we operate.

One of the most significant benefits of technology is improved communication. In the past, associations relied on traditional methods of communication, such as notices and newsletters, which were time-consuming and expensive. However, with the help of various software and apps, HOAs can now communicate with residents easily and efficiently. For instance, HOAs can send out announcements, newsletters, and other updates through email, text messages, or social media platforms. This not only saves time and resources but also ensures that residents receive timely and accurate information.

Security is another critical area where technology has made a significant impact. HOAs can now install advanced security systems, including surveillance cameras and access control systems, to ensure the safety and security of their residents. These systems can be remotely monitored and managed,

providing 24/7 surveillance and protection. Additionally, some HOAs are using drones to monitor their communities, providing real-time footage and allowing for quick responses to emergencies.

Moreover, technology has also streamlined the process of managing maintenance and repairs. Associations can use online platforms to receive and track maintenance requests, schedule repairs, and monitor progress, ensuring that all maintenance issues are addressed in a timely and efficient manner. This not only saves time and money but also ensures that the community is well-maintained and attractive to potential buyers.

Technology has also allowed for the creation of virtual communities, which have become increasingly popular in the wake of the COVID-19 pandemic. HOAs can use online platforms to host virtual meetings, town halls, and events, allowing residents to stay connected and engaged with their communities from the comfort of their homes. Virtual communities also provide a forum for residents to voice their opinions and concerns and to collaborate on community projects.

Technology has improved the management of amenities and facilities within the community. HOAs can use software to manage reservations for community amenities, such as pools and clubhouses, and to track usage and maintenance. This helps to ensure that the amenities are well-maintained and accessible to all residents.

Another significant advantage of technology is its ability to improve financial management. HOAs need to keep track of their budgets, expenses, and invoices to maintain financial stability. With accounting software, HOAs can now track and manage their finances, reducing the risk of errors and oversights. This level of financial transparency also helps build trust and credibility with residents, who can access financial reports and records at any time.

For Association’s looking for hybrid services, Action Property Management, a full-service management company, recently launched SnapHOA.  The platform showcases accounting and software services for self-managed and Board managed communities, as well as boutique management companies looking for robust financial services and a suite of software offerings to accommodate the everyday needs of their community.  Action’s SnapHOA accounting platform offers monthly financial reporting, online invoice processing/ coding and approvals, online payments, e-statements, collections, escrow services, accounts payable/receivable and customizable branding. SnapHOA software offers a myriad of applications that work seamlessly together, allowing all management functions to be performed in house by the HOA.

The all-in-one application can be used from a smartphone, tablet, or desktop. This allows users to easily communicate with vendors and residents and manage violations,

work orders, amenity reservations, and architectural applications.   There is also a Resident & Board Portal allowing for owner and Board member accessibility.

In conclusion, technology has become an integral part of homeowner associations, enabling them to function more efficiently, effectively, and transparently. By embracing technology, HOAs can enhance communication, improve financial management, bolster security, streamline maintenance and repair processes, create virtual communities, and manage amenities and facilities. As technology continues to evolve, it will undoubtedly bring new opportunities for associations to better serve their residents and communities. However, it is essential to note that while technology is a valuable tool for homeowner associations, it cannot replace the human touch that is essential to building a strong sense of community.

Tatiana Jae is Business Development & Social Media

Content Creator at Roseman Law, APC. She oversees marketing in multiple regions including Los Angeles, Ventura County, Coachella Valley, and Northern California. She is responsible for building and maintaining meaningful relationships with prospective and current clients, coordinating and hosting educational and networking events, and serving as a client relations liaison for the regions she represents. She can be reached at jae@roseman law.

When looking at the history of our industry, homeowner associations (HOAs) have come a long way in terms of their management and maintenance. Technology has transformed the way HOAs operate and has brought about significant changes in how they function. In the digital age, it has become essential for communities to utilize technology to function effectively. From streamlining communication, to enhancing financial reporting, technology has revolutionized the way we operate.

One of the most significant benefits of technology is improved communication. In the past, associations relied on traditional methods of communication, such as notices and newsletters, which were time-consuming and expensive. However, with the help of various software and apps, HOAs can now communicate with residents easily and efficiently. For instance, HOAs can send out announcements, newsletters, and other updates through email, text messages, or social media platforms. This not only saves time and resources but also ensures that residents receive timely and accurate information.

Security is another critical area where technology has made a significant impact. HOAs can now install advanced security systems, including surveillance cameras and access control systems, to ensure the safety and security of their residents. These systems can be remotely monitored and managed, providing 24/7 surveillance and protection. Additionally, some HOAs are using drones to monitor their communities, providing real-time footage and allowing for quick responses to emergencies.

Moreover, technology has also streamlined the process of managing maintenance and repairs. Associations can use online platforms to receive and track maintenance requests, schedule repairs, and monitor progress, ensuring that all maintenance issues are addressed in a timely and efficient manner. This not only saves time and money but also ensures that the community is well-maintained and attractive to potential buyers.

The New Era in

By Daniel Carvo, CCAM-HR, CMCA, AMS Action Property Management, AAMC®

Technology has also allowed for the creation of virtual communities, which have become increasingly popular in the wake of the COVID-19 pandemic. HOAs can use online platforms to host virtual meetings, town halls, and events, allowing residents to stay connected and engaged with their communities from the comfort of their homes. Virtual communities also provide a forum for residents to voice their opinions and concerns and to collaborate on community projects.

Technology has improved the management of amenities and facilities within the community. HOAs can use software to manage reservations for community amenities, such as pools and clubhouses, and to track usage and maintenance. This helps to ensure that the amenities are well-maintained and accessible to all residents.

Another significant advantage of technology is its ability to improve financial management. HOAs need to keep track of their budgets, expenses, and invoices to maintain financial stability. With accounting software, HOAs can now track and manage their finances, reducing the risk of errors and oversights. This level of financial transparency also helps build trust and credibility with residents, who can access financial reports and records at any time.

For Association’s looking for hybrid services, Action Property Management, a full-service management company, recently launched SnapHOA.  The platform showcases accounting and software services for self-managed and Board managed

communities, as well as boutique management companies looking for robust financial services and a suite of software offerings to accommodate the everyday needs of their community.  Action’s SnapHOA accounting platform offers monthly financial reporting, online invoice processing/ coding and approvals, online payments, e-statements, collections, escrow services, accounts payable/receivable and customizable branding. SnapHOA software offers a myriad of applications that work seamlessly together, allowing all management functions to be performed in house by the HOA.

The all-in-one application can be used from a smartphone, tablet, or desktop. This allows users to easily communicate with vendors and residents and manage violations, work orders, amenity reservations, and architectural applications.   There is also a Resident & Board Portal allowing for owner and Board member accessibility.

In conclusion, technology has become an integral part of homeowner associations, enabling them to function more efficiently, effectively, and transparently. By embracing technology, HOAs can enhance communication, improve financial management, bolster security, streamline maintenance and repair processes, create virtual communities, and manage amenities and facilities. As technology continues to evolve, it will undoubtedly bring new opportunities for associations to better serve their residents and communities. However, it is essential to note that while technology is a valuable tool for homeowner associations, it cannot replace the human touch that is essential to building a strong sense of community.

WHAT'S NEW IN Technology

By Miranda Legaspi, MBA, Platinum Security, Inc.

Every March, most Security Professionals converge at ISC West, held in Las Vegas, Nevada. This is where we look at what’s new in Technology as it pertains to Security. As technology continues to advance, so does the need for better physical security measures. If a post-pandemic world has shown us anything, it is that there continues to be a push to shift, adapt and develop many industries away from sole reliance on physical employees; the private security realm included. Beyond this traditional model, a host of frontiers such as cloud-based computing, AloT (Artificial Intelligence of Technology), cybersecurity, and the aforementioned A.I. are being pushed to the forefront by a plethora of companies both big and small. Here are just a few of the exciting innovations and trends that are helping combat the rise of physical threats and security breaches.

Video Surveillance

In a world where we can now watch our groceries being delivered to our front door via our smartphones, the convenience of video surveillance cannot be overstated. Granted, it has been a staple of physical security for many years, but the technology is constantly improving. Highdefinition cameras are becoming more affordable, and video analytics software is becoming more sophisticated. Video

analytics software can analyze video footage in real time, detecting and alerting security personnel to suspicious activity.

A.I. Will Be Everywhere

No, it’s not just for writing essays anymore! The integration of Artificial Intelligence technology is fairly common within the security industry. An increasing number of customers have recognized the value of A.I., and have found new uses for its applications in a variety of scenarios. Along with automated event alerts, and false alarm reduction, A.I. technologies are being used for wider applications, such as fall detection for the elderly, bomb surface detection, and much more. Meanwhile, we also have seen more collaboration across the industry, with security manufacturers opening their hardware products to third-party A.I. applications, and launching open platforms for customers to create and train their own A.I. algorithms to meet customized needs. A.I. has been one of the core technologies to reshape the security industry. A.I. development is benefiting from the optimization of algorithms, as well as improved computing performance, and the decreased cost of chips due to the advancement of semiconductor technology in recent years.

Autonomous Security Officers

While this may conjure up images of RoboCop, Blade Runner, or some other Sci-Fi dystopian Hollywood fantasy, the folks at Team 1st Technologies, an IT start-up that specializes in autonomous security, among other innovations, are here to tell you that security robots are here and are all too real.

The Albuquerque-based company asserts that, “The fourth generation of A.I. is ‘artificial intuition,’ which enables computers to identify threats and opportunities without being told what to look for.” Their robots provide GPS accuracy to within two inches, obstacle avoidance, A.I. analytics, machine learning, integration, and allterrain software and capabilities. GPS and LTE communications, Force Multiplier Current Security System and sensor enhancement.

Gate/Guardhouse Management Platform

An integrated visitor management system is crucial to maintaining the efficiency of your facility. Site managers and Health and Safety officers ensure the safety and security of their location while complying with both internal and industry regulations and the number of different people visiting each day. Facility management software mitigates these risks by enhancing visitor tracking while improving the visitor experience. Smart tech solutions enhance visitor verification and maintain a digital visitor log. Therefore, you aren’t stuck sifting through pages of records to find a person who visited days ago. Correctly implementing your visitor management system is vital to making access control easier. Some of the industry leaders were among the first to provide cloud based SAAS or Software as a Service, quickly rendering reliance on desktop systems obsolete. Some of their benefits include using artificial intelligence to predict searches for your guard, reducing vehicle wait time at the entry, and residents being able to use an app on both Apple and Android. These apps reduce calls to staff with residents managing their guests online, notify residents of guest arrival, manage and track: keys, permits, decals, transponders, and images of drivers’ licenses and vehicle license plates, and send email and text message blasts.

(Continues on page 14)

AIoT

With more security cameras and other security devices being connected to the network, the security industry is becoming an important part of the IoT (Internet of Things) world, enriching its visual capabilities. It’s apparent that the boundaries of the security industry are blurring, going well beyond the physical security arena. Meanwhile the popularization of A.I. technology enables the connected devices to become intelligent “things” in the IoT realm. The combination of A.I. and IoT, or as referred to, “AIoT”, is taking the security industry into an elevated sphere, automating the workflows and procedures of enterprises and aiding in the digital transformation of various industry verticals such as logistics, manufacturing, retail, healthcare, etc. These new devices shoulder a multiplicity of tasks that just a few years ago required several different devices, covering both security functions and other intelligent functions for an everadvancing world.

Miranda Legaspi, MBA Director of Business Development Platinum Security, Inc.

CAI-GLAC Tournament

Asuccessful bowling networking event can be a great way for HOA professionals to connect and build relationships while enjoying a fun activity. The CAI-GLAC Social Committee put together a wonderful night filled with bowling, networking, and good times on Friday, March 3 at Bowlero in Pasadena.

Sixty five attended and the event was sponsored by Whitestone Industries, Aeroscopic Environmental Inc., Command Guard Services, Precision Painting & Reconstruction, ALLBRiGHT 1-800-PAINTING, JUST RIGHT Painting Inc., EmpireWorks Reconstruction & Painting, and McKenzie & Mena, LLP.

The Social Committee knows how to create a wonderful event that promotes a fun and effective way to build professional connections.

MANAGERS TECHNOLOGY

By Crystal Valencia, CMCA®, AMS®, FirstService Residential, AAMC®

The pandemic has radically changed the way that community association management is run and as a relatively new manager in the field it is amazing to see the change in such a short span of time. With legislation allowing hybrid meetings and electronic communication with homeowner opt in, of course, there is now an expectation from clients that managers be tech savvy and provide options for ways to streamline association business. This has made it quite challenging for those of us like myself who are technologically disadvantaged. Connecting to Wi-Fi before the Pandemic was the extent of my technical knowhow but that changed very quickly once the pandemic came into play. We, as managers, have had to adapt to the times and welcome the new technology which is helping to make our jobs easier.

The first and most obvious use of new technology is in hosting web-based meetings. While we are now mandated to have a physical meeting location where people can join the meeting, most associations I work with find that the

time went on it was clear that Zoom was the preference for most managers for their meetings due to the ease of use and the ability to control features such as locking the meeting, setting recurring meetings, and enabling/disabling the chat functions which comes in handy for our more boisterous meetings.

In using this technology to hold meetings we have also had to learn how to hold a hybrid meeting, how do we hold a Zoom and a physical meeting at the same time. We have had to adapt by having our management companies provide us with conference rooms set up with the audio/ visual ability to host these meetings. Even more so for Associations who hold their meetings onsite, how do we hold a hybrid meeting? Do we just have a laptop with a camera open? After trying this I would highly suggest you find other alternatives, such as the OWL camera or others like it which connect to Wi-Fi and have a 360 camera that picks up on the sound of the person in the room speaking and allows the manager to just place it on the table and run their

meeting like normal. The catch-22 of items like the OWL cameras is that they are quite expensive and for managers with associations on tight budgets, this may not be feasible. This means that it is imperative to have these conversations with your management companies of providing this as an added amenity to your boards for their meetings as either an additional incidental cost or as part of their current management contract. These are all things managers now must consider and be knowledgeable about. With all these meetings and the ability to get things done virtually, the expectations of homeowners and boards alike on communication have also shifted.

The days when the expectation for official association correspondence was that it was to be sent via regular mailing have long since passed. Boards now expect that as managers we have software, we can utilize to communicate with owners almost instantly. I am finding that boards want all correspondence not just mailed but also emailed. They want communication to be instantaneous and this expectation has put a lot of pressure on us as managers and has meant that we now have much more input and feedback on the management software that our management companies are using. Old community management software that looked like it was designed in the late 80’s and run on DOS doesn’t cut it anymore. Managers

are now looking to software companies such as BuildingLink, Vantaca, or if you are lucky enough, to your management company’s own proprietary software like Connect, which is the software created by First Service Residential. It is now up to managers to ensure that they can complete tasks such as community wide eblasts, text notifications, email tracking, and live-up-to-date accounting. All these features are things boards are asking us to do daily, so to have clunky systems for any of these tasks makes our job immeasurably harder.

Ultimately, we are finding that as managers today we are having to unite the technology around us with our organizational and customer service goals to maximize efficiency in managing our communities. As a new manager, it is clear to me that incorporating these technological changes in our field is essential, and I would say to any who are resistant to change - technology is our friend and it is here to stay.

Crystal Valencia, CMCA®, AMS® is a Senior Community Manager with FirstService Residential, AAMC® with seven plus years of industry experience. She currently oversees all of the Playa Vista sub-market. Crystal.Valencia@fsresidential.com

...as managers today we are having to unite the technology around us with our organizational and customer service goals to maximize efficiency in managing our communities.

INCORPORATING

Emerging Technologies

By Ani Keshishian, CMCA Infinity Property Services

Has technology redefined community association management, especially post-COVID? You bet it has! While technology plays a significant role in our everyday lives, in the world of Community Association Management, technology helps us organize and complete a multitude of tasks, communicate more effectively, and collaborate well with team members.

Virtual Meetings

Do you remember sitting in traffic, staring at brake lights in front of you, while nervously trying to arrive at a board meeting on time? Virtual meeting platforms have changed all that, giving us options to

meet from anywhere at any time. It is not surprising that virtual meetings have become the preferred way of holding board meetings, providing efficiency and convenience for community owners/members, directors, and management. In addition, by taking away unnecessary travel time for everyone, virtual meetings naturally increase productivity and boost attendance.

Accessibility to Association Documents

Information systems such as portals and websites are a great place to publish and save association governing documents and other important information. You no longer need that heavy and dusty black 4-inch binder with the name of the HOA imprinted on the spine, with copies of the voluminous documents inside. Document digitization and Cloud Storage services provide easy accessibility and organization. Owner and director access to financial statements, annual reports, and other documents promote transparency and clarity. Many homeowners enjoy being able to view and retrieve billing statements online, allowing them the freedom to conduct their business at any time of the day or night. And the payment of assessments is now easy, convenient, and secure.

Management Software

Management software systems have advanced and improved the overall efficiency of this fast-paced, multitasking occupation of caring for communities. Implementing management software benefits both the management side of the business, as well as the membership side. Inquiries are received in the management software via email, from the portal, or the mobile app. Service requests are revised and then assigned to a service provider all from within the software. Invoices arrive digitally and are processed in the management software, following a workflow-based process that is defined based on proper controls and procedures.

Architectural change requests can be documented, reviewed, authorized, and processed. All communications with homeowners and service providers are memorialized in one central system for easy access and review. Property visits no longer require a clipboard and a digital camera. Compliance photos are captured from within the management software mobile app using a smartphone or a tablet. The letters and notices are auto generated with a few clicks and delivered without manual intervention.

Communication

We have transitioned from only phone and faxing communication to email and text. The communication expectations are now prompt and communication by text is instant. Reaching our clients via email and text and email broadcasts deliver timely information to homeowners. We now can connect with homeowners or service providers from anywhere and in between appointments with no interruptions. The evolution of technology has ensured this rapid communication and has provided quick mass communication during emergencies and natural disasters.

Technology and Efficiency

Technology helps managers to complete tasks and stay organized. Tasks can be created in management software and followed through daily. The system sends alerts and escalates tasks to meet the needs of managers and their clients. Creating a calendar for annual, monthly, and daily tasks and appointments to stay organized and complete tasks in a timely manner. Management software calendars can trigger service requests, reminders, and other processes all in one software. The use of digital files also helps stay organized and clutter-free. Functions that were once manual and timeconsuming can be achieved efficiently and on time.

As much as technology has made our lives much easier and clutter-free, we must remember that we might still need the, “To Do List” on our desks. The list of tasks we like to use because it gives us a sense of fulfillment when crossing out a completed task is still meaningful. Using technology and communication through texts and email can indirectly make us disconnected. We will always have homeowners who prefer receiving that personal phone call or paper statement. We need to adapt to each homeowner’s needs and always

remember that we are in the business of customer service and people management. We have embraced technology for reasons beyond just time management and productivity. We welcome the introduction of new technology to improve our ability to provide efficient service and because of our care for our planet and hope that we create a smaller carbon footprint by incorporating technology into our management process.

Ani Keshishian, CMCA is the Director of Community Management at Infinity Property Services. She can be reached at ani@ipsmanage.com.

As much as technology has made our lives much easier and clutter-free, we must remember that we might still need the, “To Do List” on our desks.

The Future of the Community Association Industry

By James A. Bradley, MBA, LCAM Association Prime – Powered

South State Bank

Adam Balkcom

CAM Leadership Institute

To predict how the Community Association industry will look in the future, we can reflect on the technological developments that have shaped the industry to date:

1. Cloud-Based Management Platforms: Gone are the days of hosting all your company’s data on a hard drive in your office. Thanks to cloud technology, managers, boards, and residents have real time access to needed information. With everyone able to self-serve, inbound calls and emails are reduced while also providing greater transparency to all parties.

2. Mobile Apps: Managers are able to review communities directly from a tablet or smartphone while on site visits in the community. Residents are able to make payments, report maintenance issues, and stay up to date on community news and events.

3. Virtual Meetings and Communication: With the rise of telecommuting, virtual meetings and online communication have become the new norm. Community associations can leverage video conferencing tools to conduct virtual board meetings, town halls, and other events to engage with residents digitally – allowing managers more time to serve communities that otherwise would have been spent driving around to meetings.

These improvements center around providing greater access to information to management company stakeholders – from any location – making it easier to accomplish more faster!

The next wave of technological advances will allow management companies to manage a higher volume of communities with excellence – while also meeting the higher expectations of boards and residents.

1. Artificial Intelligence and Machine Learning: AI is taking the industry by storm and has come a long way in a relatively short period of time. Stan AI, based in Toronto, through a chatbot, can answer a vast number of homeowner requests. ChatGPT is making it easier and faster to create communications for your boards and residents (we even used it to assist with this article).

2. Virtual Site Reviews: One of the most time-consuming aspects of community management is site review. There are companies that are using vehicles equipped with a camera to record rules violations and automatically upload them into management company software.

3. Smart Building Technology: The sensor revolution is only beginning. Now it is possible to know if, and where, a pipe is leaking in a building, when a light bulb needs to be replaced, and how to efficiently adjust the building’s systems to reduce energy costs. Eventually buildings will be able to automatically provide feedback directly to the management company without anyone ever physically going to the community.

4. Remote Team Members in Other Countries: While remote team members themselves aren’t a technological advancement, their integration into US companies has been driven by technology. Managers now have the tools to do the majority of their job remotely. The financial benefits of having employees work in other countries with lower exchange rates and significant cost of living differences is undeniable and most large management firms have already implemented this. Companies like Gordian Staffing have made the offshoring process turnkey.

by

Take a deep breath and think about putting the bricks of a foundation in place to set yourself up for success in the future.

As we look further in the future, technology will continue to reduce the number of staff members needed to manage a community:

1. Streaming Aerial Photography: Even though memorized flight plans are a regular feature of drone software today; drone operations still require humans. The next generation of inspections in our space is likely going to be a subscription service from companies like Amazon or Google that are using drones and can license the video for commercial use. Combining this technology with AI could further reduce the human input needed to orchestrate site reviews.

2. Blockchain: When people think about blockchain they usually only think about cryptocurrency but blockchain has farther-reaching implications. It has the potential to create new business models that are more efficient, transparent, and secure.

 Smart Contracts: Smart contracts are self-executing contracts that are stored on the blockchain. They can automate the execution of contractual terms and conditions, reducing the need for intermediaries and providing greater efficiency and transparency. This may allow for many more associations to be self-managed and allow the management company to act as an intermediary.

 Identity verification: Blockchain can be used to create a decentralized identity verification system, providing users with greater control over their personal data and reducing the risk of identity theft.

At times, thinking about all the technology shifts that are happening can be overwhelming and anxiety inducing. Take a deep breath and instead think about putting the bricks of a foundation in place to set yourself up for success in the future. Using this list as a guide, start at the top and learn more about each item and implement the advancements into your company. Carve out time each week to read and stay on top of developing industry trends. If you take incremental steps, you won’t wake up one morning and realize you are too far behind to catch up.

James A. Bradley, MBA, LCAM is currently the Senior Vice President & Director – Business Development & Strategy for Association

Prime Powered By South State Bank where he is responsible for a team that manages a $1.4 billion in association deposits and approximately $350-Million in association loans. Before starting this role with the bank, he was a principal of for Disaster Consulting Services, a firm that consulted with management companies to help associations in their claims with insurance companies for not paying association large loss claims.

You can reach James at jbradley@blackboxadvisory.com.

Adam Balkcom's primary role with Association Prime was working with owners of community management companies to grow their portfolios and profits while also creating more personal free time. The first CEO peer group was started in 2019 and quickly grew into four groups. The success of the CEO groups, as well as Adam’s passion for working with business owners, motivated him in August 2022 to step out from the bank and focus full-time on the groups.

You can reach Adam at adam@camleadership.com.

FROM SACRAMENTO NEWS

Legislative Update

By Matthew A. Gardner, Esq. Richardson|Ober

Afew of the newly sponsored legislative bills are briefly summarized below with comments on their possible impact on Associations for Managers and Boards of Directors to consider.

AB 648– Meetings by Teleconference

AB 648 by Assembly Member Valencia attempts to allow Associations to conduct board meetings without a physical location. The Board would have the discretion to make this decision if it could demonstrate that it satisfies certain conditions set out below.

physical location. CLAC is sponsoring AB 648 to extend those options beyond emergencies.

AB 648 bill would amend Civil Code §4090 and add §4926. The statutes would add a requirement that the notice for the meeting provide clear instructions on how to participate by teleconference, and would require everyone to be able to participate as if the meeting were held in person. The statutes would not permit virtual meetings that involve Board elections, unless the meeting is conducted by video conference and the camera is placed so that participants can see the inspector of elections counting and tabulating the

Associations that demonstrate that they can meet those conditions could continue to conduct business without returning to in person only meetings.

AB 1458 - Meetings and Quorum Requirements

AB 1458 by Assembly Member Ta attempts to offer solutions for Associations that cannot reach quorum in a Board member election.

AB 1458 would amend Section 5115 of the Civil Code, and amend Section 7512 of the Corporations Code with respect to meetings where directors are elected. The statute would allow an Association that cannot meet quorum requirements to adjourn the election meeting. The adjourned meeting would be to a date no less than five (5) and no more than 30 days away, and the quorum would be set to members who represent 10% of the voting membership. Those votes could be present in person, by proxy, or by secret written ballot.

CLAC is tracking almost 60 bills that deal directly or indirectly with issues important to Associations. You can continue to monitor this progress by searching for updates on www.caiclac.com.

Matthew A. Gardner, Esq. is a partner of Richardson|Ober who works with community associations, homeowners, and HOA boards of directors to amend governing documents, resolve homeowner/member disputes, manage assessment delinquency matters, and provide leadership training to volunteers and community members. Matthew can be reached at matt@roattorneys.com.

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AS OF MARCH 1, 2023

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COMMUNITY MANAGERS

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Wilmore Condominium Association

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Tracy Robinson, CCAM®, CMCA®, MBA

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