Vision Magazine Fall 2021 by CACM-California Association of Community Managers

Vision FA L L 2 0 2 1

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

Special Influencers Section Inside

GROWING THE TALENT POOL CACM Offers Courses at CSUF

THEY’RE HERE

Get Ready for Electric Vehicles

INFLATION AHEAD

Prepping Your Community for Price Hikes

Vision Fall 2021 • Vol. 30, no. 3

ASN4HOA.COM

President & CEO | Thomas Freeley

Association Services Network

tfreeley@cacm.org | 949.916.2226, ext. 315

Editor | Lynette Bertrand lbertrand@cacm.org | 949.916.2226, ext. 323

VENDOR VERIFICATION

Advertising | Melissa Hurtado mhurtado@cacm.org | 949.916.2226, ext. 318

REDUCE RISK VERIFY INSURANCE

Editorial Advisory Committee

Licensed | Insured

NO COST PROGRAM

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

Todd Greisen, CCAM Contra Loma Estates

Dean Jackson, CCAM-HR Collins Management, ACMC

Andrew Hay, CCAM-ND.PM The Helsing Group, Inc., ACMC

Frank Jauregui, CCAM The Management Trust - Southern California, ACMC

Scott Swinton Unlimited Property Services, Inc. Hamlet Vazquez, MCAM-HR Action Property Management, Inc., ACMC

LEARN MORE

Rob Buffington East West Building Works Kathleen Waite, CCAM American Management Services, Inc.

877.404.2008 SUPPORT@ASN4HOA.COM

Vision magazine is released digitally by CACM four times annually to members, industry partners and supporters of the California Association of Community Managers. Magazine content copyrighted 2021. All rights reserved. No part of this publication may be reproduced without written permission from CACM. Opinions expressed by authors do not necessarily reflect the policies of CACM. Mention of any product or service does not constitute an endorsement by CACM. CACM assumes no responsibility for return of photos or art and reserved the right to reject any editorial or advertising materials. CACM does not assume responsibility for the accuracy of articles, events or announcements listed. Please address comments and suggestions to: California Association of Community Managers, Inc. 23461 South Pointe Drive, Ste. 200, Laguna Hills, CA 92653 949. 91 6 . 2226 | communications@cacm.org

Do we know where you are? Attention CACM members: Have you changed jobs or moved to a new location? Go to www.cacm.org and update your profile so you don’t miss your next Vision magazine or any other important CACM communications. Follow us and stay up-to-date on industry news and info!

Follow @CACMchat

Vision Fall 2021 | cacm.org

in this issue on the cover Industry members enjoy a day of networking and fun at the San Diego Golf Classic! From left: Golf pro Paris Griffith; Park West’s Steven Staus and Brian Spiridonoff; managers Sara Borek and Cameron Gonzalez of Prescott Companies; and Park West’s Joshua Sandman, Jeff Ludwig and Stephanie Burnside.

news bits 6

Members in the News

features 18

CACM OFFERS COURSES THROUGH NEW PARTNERSHIP WITH CAL STATE FULLERTON By Lynette Bertrand, Director of Marketing & Communications, CACM

CHAPMAN ECONOMIST FORECASTS HIGHER INFLATION AND INTEREST RATES By Lynette Bertrand, Director of Marketing & Communications, CACM

IN THE BOARD ROOM: ARE YOUR MANAGEMENT FEES GOING UP? By Dean Jackson, CCAM-HR

WANT TO INSTALL EV CHARGING STATIONS? SOUTHERN CALIFORNIA EDISON WANTS TO PAY FOR IT By Lynette Bertrand, Director of Marketing & Communications, CACM

INFLATION AHEAD: HOW YOU CAN HELP YOUR COMMUNITY PREPARE FOR THE INCREASE By Scott Swinton and Rob Buffington

WHAT MAKES SOMEONE INFLUENTIAL? TOP QUALITIES IN INFLUENTIAL PEOPLE

INFLUENCER PROFILE: MARIANNE SIMEK, PRESIDENT, ACTION PROPERTY MANAGEMENT, ACMC By Hamlet Vazquez, MCAM-HR

You Said It

Congratulations Managers

New Industry Partner Members

INFLUENCER PROFILE: GENE BICKSLER By Todd Greisen, CCAM

New Individual Manager and Management Company Members

California Legislative Update

INFLUENCER PROFILE: BRENDA HENDRICKS, CCAM, THE HELSING GROUP, INC., ACMC By Kathleen Waite, CCAM

Thank You Sponsors

THE IMPORTANCE OF STRONG RESERVE FUNDING By Andrew Hay, CAMEx, CCAM-ND.PM

HOW TO PUT THE HAPPY IN YOUR HOA By Carl Weise, CAMEx, CCAM-HR.AA and Grace Paluck, CAMEx, CCAM

GOLF CLASSIC SAN DIEGO RECAP

YOUR NEXT GREAT EMPLOYEE COULD BE AN INTERN By Lynette Bertrand, Director of Marketing & Communications, CACM

departments 5

President’s Message

From the Roundtable

Course Calendar

52 cacm.org | Vision Fall 2021

MANAGEMENT COMPANIES Don’t let business challenges bring you down...

CID Insurance Programs has successfully helped CACM Members with insurance & risk management protection for more than 23 years

We are your best risk management asset CACM Sponsored Insurance Programs f f f f

E&O Professional Liability Employment Practices Cyber Theft & Liability Master Fidelity

f f f f

Phone: (800) 922-7283 Email: insurance@cacm.org www.cidprograms.com 4

Vision Fall 2021 | cacm.org

Directors & Officers Liability Business Office Insurance Workers’ Compensation Third Party Discrimination

president’s message I

nfluencer. As a manager, are you an influencer? If your answer to that question is “no”, you’re WRONG! Just like being an essential worker in our industry, you are absolutely an influencer, and never let anyone tell you differently! I see you on social

media. I see it in industry publications. You influence the board of directors you serve as your client. You influence board members in their decision-making process. You influence the owners in the community you serve by guiding them through projects, assessments, budgeting, accounting questions, covenant compliance, or non-compliance. You influence the work that happens within the community. If you sit on industry boards or committees, no matter the organization, you’re an influencer. Industry partners, you too, are vital influencers. You influence the board and/or management on what needs to be done in the community, how best to accomplish it, how best to forecast unforeseen challenges. You are influencers. Hopefully, by now, you get my point. You may know it, been told it, or necessarily agree with it, but you, ALL of you reading this article, are industry influencers by the fact of what you do day in and day out serving the community management and HOA industry. CACM is trying to help you in so many ways. I was fortunate to be able to pen an agreement with Cal State University, Fullerton to offer our certification courses through their extension program. I have reached out to San Diego State University’s Extension program to open discussions for the same purpose. Our goal is to have our certification courses offered to the general public at a number of extension programs throughout California by end of next year. This potentially opens the door to future influencers in our industry! With your help, we also influenced the industry through COVID with the development of our virtual platform, CMworld, and then being the first to hold in-person events with the successful Executive Leadership Summit (ELS) held in May. We are in the process of opening booth space registration for both NorCal and SoCal 2022 Law Seminars, and over 100 industry partners have already taken advantage of that, in six hours! In a short couple of weeks, it will be managers’ turn to show how much you influence the industry by registering and attending the CACM Law Seminars. Um, I’ve already been asked about a number of different parties at the events, but hopefully you’ll be there for the education and networking as well! Lastly, we all helped influence legislation this year. You’ve heard about them, seen them, voiced your opinion about them. None of the bills are perfect. There’s no such thing. But the bills that need help will get the help next year after it’s on the record. That’s how it works; influence the legislators, get something on the records, or soften a bill the best we can. It’s so much easier to fix a bill that’s on the books than it is to get it on the books. Don’t hold yourself back. Be the change. I can’t wait to see hundreds of influencers at the Law Seminars! Until then, keep being the influencer!

Thomas Freeley, CAMEx, CCAM, President & CEO

cacm.org | Vision Fall 2021

members in the news

Menas Realty Company, ACMC Sold to Diversified Association Management After 24 years at the helm of Menas Realty Company, ACMC, Julie Menas, CAMEx, CCAM, the company’s former president and CEO, has sold her San Diego-based management company to Diversified Association Management in Tustin. Menas is staying on board, handling sales and business development. “It seemed like the right time,” she said. “I had eight to 10 different offers. A lot of people that own HOA management companies all over the country want to get into the San Diego market.” The company’s new name is Menas HOA Management, a Diversified Company. Menas Realty Company has been in business since 1973, and managed 110 communities throughout San Diego and Temecula. Diversified Association Management has been in business since 1984 and services communities throughout Southern California and Arizona. Diversified also recently acquired Cal West Management & Sales out of Carlsbad. Diversified Group now has 271 HOAs and approximately 25,000 doors under management, according to Ahmad Azizi, CEO.

Vision Fall 2021 | cacm.org

Epsten, APC Announces New Leadership Epsten, APC, one of the oldest and largest Southern California community association law firms, announced its new officers and leadership team effective September 1, 2021. The firm, which provides legal services to more than 1,700 residential and commercial common interest development clients, said the changes in leadership will lead it into the future and position the firm for its next decade of growth. The new leadership team for Epsten, APC is: • President/CEO/Managing Shareholder: Susan M. Hawks McClintic, Esq. • Vice President/Client Relations: Jon H. Epsten, Esq. • Vice President/CFO: Kieran J. Purcell, Esq. • Secretary: Anne L. Rauch, Esq. • Chief Operations Officer: Carolyn D. Decker • Transactional Department Chairs: Susan M. Hawks McClintic, Esq., and Kieran J. Purcell, Esq. • Litigation/Appellate Department Chairs: Anne L. Rauch, Esq., and Rian W. Jones, Esq. • Indian Wells Office Managing Shareholder: Dea C. Franck, Esq. • Complex Litigation Attorney Mentor: William S. Budd, Esq.

Members Make Magazine’s Top 100 Congratulations to BrightView Landscape Services, Cagwin & Dorward Landscape Contractors, Park West Landscape Management, Gachina Landscape Management and Harvest Landscape Enterprises, Inc., on making Lawn & Landscape magazine’s annual Top 100 list published in its May edition. The list is based on 2020 revenue from landscape profit centers, and it included companies from 33 states and three firms in Canada, though California tops the list as home to the most Top 100 companies. Revenue data was reported by each company with supplemental data sourced from public records and magazine reporting. To see the full list and rankings, go here.

members in the news Crummack Huseby Property Management Promotes Two Crummack Huseby Property Management, Inc. recently appointed Jamie Gould as its Vice President of Community Management, and Christine Hulka as its Director of Large-Scale Management. These two promotions expand the executive leadership team and its commitment to grow its business service efforts across community management. “Jamie and Christine have been integral to our success. I’ve been consistently impressed with their commitment to excellence. In her new role, Jamie will continue to deliver world-class customer service, ensuring consistency of our products and services for our clients. Christine will provide ready-made solutions to our communities, leveraging her experience and expertise on upcoming rejuvenation and refurbishment projects,” said CEO Margo Crummack, CAMEx, CCAM-ND.

Jamie Gould

Tinnelly Law Group APC Adds Two Attorneys Tinnelly Law Group APC has hired Cang N. Le, Esq. and Josh D. Mendelsohn, Esq. to the firm. Le has practiced community association law for over 15 years representing community associations including large-scale developments, new developments, mixed-use, senior communities, golf club and lake developments, master and subassociations, and mobile-home and RV parks. He will lead the firm’s Litigation Team, in addition to responsibilities related to the firm’s operations and management. Le is a frequent speaker and writer for numerous industry organizations. He is also a faculty member for CACM. Josh Mendelsohn has over 15 years’ experience representing clients in

Cang N. Le, Esq.

operational, transactional and litigation matters concerning real estate, corporate governance and employment. He has successfully represented homeowners associations in complex litigation concerning disputes over maintenance and repair, easement rights and contracts.

Christine Hulka

Prior to joining Tinnelly Law Group, Mendelsohn spent two years as an ethics attorney with the State Bar of California. During his tenure with the State Bar Mendelsohn investigated and prosecuted ethical misconduct by attorneys. “With our continued growth, we have been searching for attorneys who can hit the ground running, who can help build upon our firm’s brand and operations, and who will blend in easily with our unique culture,” said Managing Partner, Steven J. Tinnelly, Esq. “We are excited to have succeeded in that search. Cang and Josh are exceptional attorneys who are passionate about their work and the opportunities they have to be problem solvers and educators. We are thrilled to have them join our team and to expand upon the value our firm adds to our clients and our dynamic industry throughout California.”

Vantaca Lands On Inc. 5000 List Vantaca has made the annual Inc. 5000 list of the fastest-growing private companies in America and is recognized as the second fastest-growing software company in North Carolina. Vantaca, a cloud-based solutions provider for association management companies, earned the 679 spot on the list with record-breaking growth in 2020. “We are excited and honored to be named to this list of such remarkable and innovative companies.

Our growth is the result of closely listening to our customers and delivering a next generation solution allowing them to fully embrace digital transformation to fuel their own growth,” said Ben Currin, CEO of Vantaca. “This award is a reflection of our client’s trust in Vantaca’s Community Operating System to run their dayto-day operations.” Complete results of the Inc. 5000 can be found at www.inc.com/inc5000.

cacm.org | Vision Fall 2021

members in the news Securitas Security Services USA Earns Intel’s 2020 Award Securitas announced that it earned Intel’s exclusive Supplier Continuous Quality Improvement (SCQI) Award for 2020. The award recognizes the top performers in the Intel supply chain for their dedication to continuous improvement and performance over the past year. Securitas is one of only seven SCQI Award recipients in all of Intel’s global supply chain. This is the second consecutive year that Securitas was awarded this honor. “Congratulations to Securitas on receiving Intel’s highest supplier recognition, the SCQI Award. As one of only seven in this elite group in 2020, they truly define worldclass performance,” said Dr. Randhir Thakur, Chief Supply Chain Officer at Intel. “During a uniquely challenging year, they have earned the Intel SCQI program’s top award

Kylie Decker

Brittani Peyton

through their unwavering commitment to quality, operational excellence, and their close partnership with Intel to accelerate our innovation roadmap.” The Intel SCQI Award recognizes the highest level of achievement in the Intel SCQI Program, a multiyear road map for continuous improvement for highperforming Intel suppliers. Of the thousands of Intel suppliers around the world, only a few hundred qualify to participate in the SCQI Program. To qualify for an Intel SCQI Award, suppliers must exceed the highest expectations, meet aggressive performance goals and score 95% or higher on performance assessments throughout the year. Suppliers must also meet 90% or more of their improvement plan and demonstrate outstanding quality and business systems.

Powerstone Property Management, ACMC Promotes Managers Congratulations to several managers at Powerstone Property Management, ACMC on their recent promotions, including: Kylie Decker, CCAM, to Director of Community Management; Brittani Peyton to Senior Associate Manager; and Victoria Hall, CCAM, Megan Daniel, CCAM, Kelly Adair and Saeed Khan to Senior Community Managers. Way to go!

Victoria Hall Megan Daniel

Saeed Khan

Kelly Adair

Tinnelly Law Group APC Makes Plaxton Partner Tinelly Law Group has promoted Matthew T. Plaxton, Esq. to Partner with the firm. He will continue to lead the firm’s transaction team and will be taking on additional responsibilities in connection with the firm’s operations and management. “Matt’s dedication to the firm, its clients and his colleagues has been tremendous since day one,” said Steven J. Tinnelly, Managing Partner. “He has been a major contributor to the firm’s growth, bringing over 100 communities into the TLG client family over the past seven years. He has welcomed every opportunity for more responsibility within the firm and constantly strives to refine our processes and product. Matt’s commitment to his work, his cordiality within the office, and his desire to build upon client and colleague relationships serves as an example of what drives our firm’s culture and continued success.”

Vision Fall 2021 | cacm.org

members in the news Seabreeze Management Company Names VP of Community Management Seabreeze Management Company recently named Nicole Mass as new Vice President of Community Management. Mass will oversee all Northern California associate managers, offering mentorship and expertise to each team member. “I had the pleasure of working with Nicole in a prior role and I am elated that she has chosen Seabreeze as her new professional home,” said Isaiah

Henry, CEO at Seabreeze. “Not only is she incredibly proficient in the property management industry, she combines her extensive knowledge with robust leadership skills to enable our communities and team members to thrive. Her communicative and hard-working nature make her the perfect fit for the Vice President of Community Management position.”

Associa, Powerstone Make Best Places to Work Lists

Two management companies recently topped the lists of best places to work. Associa Northern California was recently recognized by the National Association for Business Resources (NABR) as one of San Francisco Bay Area’s Best and Brightest Companies to Work For in 2021 and Powerstone Property Management, ACMC was recently named a winner for the Orange County Business Journal’s Best Places to Work. This is the fifth year in a row that the company has made the OCBJ’s list. Congrats to both companies!

Yardi Makes Forbes Cloud 100 List, Again

Yardi has been named for the sixth time to the Forbes Cloud 100, a list of top 100 private cloud companies in the world. This year, the company landed at No. 50. “We’re honored that Forbes has recognized Yardi once more for our industry-leading cloud solutions,” said Jay Shobe, Senior Vice President of Cloud Services at Yardi. The evaluation process involved four factors: market leadership (35%), estimated valuation (30%), operating metrics (20%), people and culture (15%). The Forbes Cloud 100 judge panel, which includes

34 major public cloud company CEOs, was responsible for selecting and ranking the top 100 companies globally. “The companies of the Cloud 100 list represent the best and brightest emerging companies in the cloud sector,” said Alex Konrad, Senior Editor at Forbes. “Every year, it gets more difficult to make this list — meaning even more elite company for those who do.” The Forbes 2021 Cloud 100 is published online at forbes.com/ cloud100 and will appear in the September 2021 issue of Forbes magazine. cacm.org | Vision Fall 2021

members in the news Professional Community Management Promotes Two

Varsity Hires New Marketing Director

Varsity Painting recently welcomed Diana Le-Bearby to its team as its new Marketing Director, focusing on its commercial division. She comes to the company with more than 20 years of experience in relationship building, networking, business development, marketing planning and implementation for many vertical markets including commercial real estate, higher educational and financial.

Epsten, APC Attorney Makes Super Lawyers List

Congratulations to Pejman Kharrazian of Epsten, APC for being named to the Super Lawyers Rising Stars list for 2021 in the field of General Litigation. According to Super Lawyers, Kharrrazian is one of a small number of attorneys selected to Rising Stars through professional achievement, peer recognition, and other distinguishing criteria. More info here.

Professional Community Management (PCM), an Associa® company, recently promoted Monique Gazard and Catherine Jonas. Gazard, a previous management trainee, continues to build her career at PCM as a community manager. In this new role, she is responsible for providing the overall supervision of a portfolio of community associations. Jonas joined Associa as an assistant community manager in early 2021 and has recently been promoted to operations coordinator, playing a critical role on the branch’s operations team. Jonas is responsible for overseeing the integration of new clients into systems, executing client off-boarding procedures, and monitoring and generating Contract Renewal Addendums to support PCM’s client retention efforts. “Despite being part of the PCM for only a short time, both Monique and Catherine have already become an asset to our branch success,” said Matthew Williams, PCM president. “We look forward to watching them grow in their new roles as we continue to provide exceptional customer service to our managed community partners.”

CACM Promotes Two, Hires Two CACM has promoted Debbie Griffiths to Director of Education & Credentialing and Lynette Bertrand to Director of Marketing & Communications. Griffiths joined CACM in 2020 as Education and Credentialing Advisor. She came to CACM with more than 20 years of experience as a community association manager and in leadership roles, including Regional Manager and Vice President of Community Management. Bertrand joined CACM in 2019 as Communications Manager after 18 years as a journalist and editor in the trade publishing industry. They replace Judy Levinsohn and Emily Yost, respectively, who recently departed the company. CACM also has welcomed a few new faces recently: Bonnie Martinez has joined as Event Management Assistant, and Ryan Kwon is the new Communications Manager. Please join us in welcoming them to the CACM team!

Vision Fall 2021 | cacm.org

Debbie Griffiths

Lynette Bertrand

Ryan Kwon

Bonnie Martinez

members in the news Harvest’s Top Brass Honored by OCBJ

Two of Harvest Landscape Enterprise Inc.’s leadership team were recently nominated for awards in the Orange County Business Journal. CFO Bill Tolmasoff was nominated for the 2021 CFO of the Year and Max Moreno, Director of Water Management, was nominated for the 2021 Innovator of the Year award. Congratulations!

Harvest Hires Inland Empire Leader Harvest Landscape Enterprises, Inc. recently welcomed Dean Perez as Division President for its Inland Empire Division. “Dean is an expert in the industry. Hiring him aligns with our longterm commitment to attract and retain the best personnel the industry has to offer,” said Steven Schinhofen, CEO. Perez has been professionally managing commercial landscapes for 30 years. His start in the industry came at a young age working alongside his father as a second-generation landscaper. Having experienced all levels of landscape management for some of the industry’s most notable landscape companies, Perez understands the skills and dedication needed to execute efficient landscape plans successfully. He holds a Qualified Applicator’s License from the Department of Pesticide Regulation and has worked some of Southern California’s notable resort-style and active adult communities.

Roseman Law, APC Hires New Attorney

Roseman Law, APC recently announced that Philip Wahlquist, Esq. has joined its team. Wahlquist is working out of Roseman’s Los Angeles office as an associate attorney. Prior to joining Roseman Law, Wahlquist worked for Deloitte Tax where he advised and consulted clients in California state tax matters, including tax planning and tax controversy. Wahlquist also has experience in business entity formation and real estate transactions. He earned his Bachelor of Arts in Economics from the University of California, Berkeley and he received his Juris Doctor degree from the University of California, Davis.

Vantaca and Page Per Page Form Partnership

Software company Vantaca and mail provider Page Per Page have formed a strategic partnership, enabling Vantaca clients to outsource all mail for the communities that they manage, with the press of a button. Coupon books, billings statements, compliance letters, annual meeting notices and election ballots can now all be sent directly to Page Per Page for processing and mailing. “Sending mail is labor intensive and requires a significant equipment investment. In most cases, it is better for management companies to leave mailing to the experts and allow their employees to focus on the company’s core business,” said Greg Rohde, EVP of Strategic Relationships for Vantaca.

And Now For Baby News

Congratulations to Cyrus Koochek, Esq., of SwedelsonGottlieb and his wife Fima, who welcomed their first child, Tiam, on July 13. Best wishes to the growing family!

Don’t see your news listed? Update us at communications@cacm.org cacm.org | Vision Fall 2021

you said it! Vision SUMMER

2021

OF THE VOICE IA THE CALIFORN TY COMMUNI ENT MANAGEM INDUSTRY

Page 30

Education & Certification What a crazy past few months... while I have been going through a lot in my personal life, I have still been working very hard to continue to excel in my

REUNITED… D!

S SO GOO AND IT FEEL

PR 101:

Your Primer on Public Relations

#ELS21 :

a Year, After More Than In Person We Gathered

Finding New Talent in a Tough Market

SUMMER VISION MAGAZINE FEEDBACK Love this issue of Vision! Great work and good information. You can feel the CACM energy when reading this. — Karen Conlon

Christina taught CA Law for Community Management Friday and today to two great groups of community managers! We love education at Ciceron Law! Thank you California Association of Community Managers - CACM for having us as part of your teaching faculty- it feels so wonderful to give back in the HOA industry! — Ciceron Law

professional life... which is much easier said than done! I feel so honored to finally be able to announce my new Pro Membership with CACM and.... drumroll please.... my CCAM certification! It feels great to refer to myself as a Certified Community Association Manager! Thank you to everyone who has helped me along the way! — Andrea Clapp, CCAM, at Associa Northern California

Our Senior Vice President of Operations has achieved her CCAM! Well done Paola! #tpcdreamteam — The Prescott Companies

CSUF Extension Program Who’s been an influential person in your career? Or in the industry? We’re inspired by Charles Antis of @antis_roofing! We love how he appreciates his employees and how he always is giving back. He is the reason we got more involved with giving back. His story is inspiring! — MurrishMaintenance

Vision Fall 2021 | cacm.org

Great accomplishment for the industry, well done! — Anthony Mazza, Vice President, Community Management at FirstService Residential in California

High Rise and Large Scale Summit This is always my favorite CACM educational event of the year! It’s tailored to the needs of high rise and/or large scale managers (I’ve been on-site at both) and I meet colleagues from all over the state. — Stacy Gerowitz, CAMEx, CCAM, Century Hill Association

you said it! Regional Fall Forums GB Group is a proud sponsor of the CACM Sacramento Fall Forum. What a great presentation! — The G.B. Group, Inc. | GBG Reconstruction Specialists It was so great to see everyone after such a long time. The speakers were great as usual. Thank you. — Christine Peters, CCAM, Association Management Concepts, Inc.

Thank you for coming to Bakersfield. — Ginger Hunt-Popplewell, CCAM, Pacific Management Company

Excited to be attending the CACM Fall Forum in the South Bay today! It’s so nice to see everyone again. Fantastic topic about managing conflict with board members with Lisa Triplett, CCAM, CMCA, AMS, Steven Weil, and Paul McGillicuddy. — Kelly Zibell, Divergent Consulting Group

Had a blast at the @cacmchat luncheon yesterday furthering our education about community management! #cacmstrong #cacm #community #powerstone #powerstonepm #teampowerstone #poweredup — Powerstone PM Had a great time at our 1st @ cacmchat event! Thanks for making us feel welcomed today! #newportbeach #hoacommunity #hoacontractor #hoamaintenance #generalcontactor #electricalcontractor #murrishmaintenance #buildingmaintenance — Murrish Maintenance

I enjoyed the East Bay seminar yesterday. — Tom Lewis, CCAM, CJM Association Services, Inc.

cacm.org | Vision Fall 2021

Vision Fall 2021 | cacm.org

from the roundtable A MESSAGE FROM THE BOARD

hen I reflect on my career, I think of the countless individuals that have encouraged me in so many ways. Frankly, there are too many to count as I have been blessed in that capacity. It would be impossible for me to narrow down the knowledge, life lessons and accomplishments

that I have achieved because of those who have inspired me in one short article. Roy T. Bennett once said, “one of the best ways to influence people is to make them feel important.” I believe that the only way to make people feel important is to show them leadership and respect by being honest even when it is hard. For me, the one person in my life that has consistently shown up even when it is hard, even when it would have been easier to bow out or lie to avoid the hard conversation, is my mom. You see, she is a legend. My mother gave up a career in Human Resources where she worked at companies like Disney to raise her daughters. That is a hard choice that I can only now appreciate since I am a mother. She was there for each lesson in life that helped mold my next decision, my next life footprint. Whether it was her showing me the importance of good credit, helping me through a breakup or teaching me to love myself when I thought I couldn’t, it was an example and a message of what I could do and what I was capable of. She never made me feel like I couldn’t do or be anything. There weren’t any limits. I tell you this because you may be somebody’s person, and you may not know it. I challenge you to reflect and acknowledge those that have positively influenced you as they may not know about the priceless gift that they have given you. Be an influencer. Be someone’s inspiration. Have the hard conversations and don’t get going when the going gets tough. You may help mold someone’s next life footprint.

Kendrah Kay, CAMEx, CCAM CACM Board Chair Powerstone Property Mgmt., ACMC

cacm.org | Vision Fall 2021

JOIN CALIFORNIA’S

BEST & BRIGHTEST

FOR THIS CELEBRATORY EVENT! This two-day seminar (and pre-seminar ethics course* offered the day before) will give you up-to-the-minute legislative information from California legal experts.

O P E N FO

ON I T A R T S R R EG I

This year we have much to celebrate! From our accomplishments in the last 30 years to the fact that we can mix and mingle in person again! Join colleagues for this in-person Law Seminar offering you unique perspectives, legal insight, and solutions to some of our industry’s biggest challenges.

Vision Fall 2021 | cacm.org

WHY ATTEND BUILD YOUR CAREER The strategies you learn at the CACM Law Seminar will enhance your professional skills and help you to successfully guide your communities. CONNECTIONS WITH COLLEAGUES & MENTORS If catching up with colleagues and mentors is on your high list of priorities, then you can look forward to the largest gathering of California community management professionals at the Law Seminar. Expand your professional network and build powerful relationships.

EDUCATIONAL OPPORTUNITIES

CONCURRENT SESSIONS

GEOGRAPHIC-SPECIFIC CONTENT CACM’s Education team has pulled together California’s best and brightest to lead this year’s educational sessions. Although content is relevant for the entire state of California, these experts will focus their teachings on either the Northern California or Southern California regions making the conversations unique to the area in which you serve communities. EARN UP TO 12 CEUS* Attend the Law Seminar & Expo and receive 8 CEUs for recertification. Take one of our three Ethics courses being offered the day before the Law Seminars to earn an additional 4 CEUs.

Like in previous years, we will offer our Ethics Courses the day prior to the Law Seminar including: • Foundational Ethics • Advanced Ethics • Ethics Mastery Here’s a look at the session at our two-day event include: • Balcony Law 101 • Navigating Fair Housing • Nuances of Nuisances • All You Need to Know about ADUs • Playing Ref in CIDs • Avoid Catastrophe and Plan Properly • Tips & Tricks of Time Management • Cover Your Assets • New California Case Law & Legislative Impact of Surfside

CACM EXPO HALL Step back in time with us spanning three decades as you walk the Expo Hall floor and discover California’s leading industry partners. CACM is proud to continue our leadership role hosting the largest Expo for the California community management industry that features a vast array of exhibits, all while networking with the “who’s who” of the industry.

. O RG M C A C AT Y A D O T R E T S I G E R CHEERS TO 30 YEARS CELEBRATION

We will celebrate #THREEDecadesStrong of history at CACM with a little bubbly and a toast to the next 30! Join us for this historical networking reception where we’ll reminisce and celebrate you, our members, and what we’ve accomplished.

cacm.org | Vision Fall 2021

spotlight on education

CACM Brings Certification Courses to California State University, Fullerton Program will introduce community association management career to students and attract new talent to the industry.

“This partnership with CACM will create more career training opportunities in the fields of homeowner, condominium, and community association management,” said Joe Shapiro, Associate Vice President, Extension and International Programs, California State University Fullerton

Vision Fall 2021 | cacm.org

BY LYNETTE BERTRAND, DIRECTOR OF MARKETING & COMMUNICATIONS, CACM

t’s been months in the making, but at last, CACM’s certification courses are now being offered through California State University Fullerton’s Extension and International Programs department, opening the door to a whole new pool of talent for the industry.

Starting with the Spring 2022 term, students are able to enroll in the Community Association Management Certificate Program. The program will provide the critical tools to effectively manage a common interest development (CID) in the state of California. It will also offer a solid base of knowledge in the areas of compliance to California law regarding independent contractors, proposals and contracts, and property risk management. The courses, which include Basics of Association Management, Foundational Ethics for Community Managers and California Law Series, are being offered virtually through Zoom. The first course will be offered on March 1. All courses are being taught by the same instructors who have taught them for CACM. Upon completing the online program, students will receive a certificate from California State University, Fullerton’s Extension Program. After six months of on-the-job training, certificate graduates can apply for CACM’s Certified Community Association Manager (CCAM) certification. Tom Freeley, CEO of CACM, shares, “Our industry provides excellent career opportunities and has proven to be recession-proof. However, one of the biggest challenges we keep hearing from management company executives is the lack of qualified candidates. We expect that this program will expose more students to this exciting and rewarding career path that remains unknown to

most of the population and serve as a funnel for new talent.” California has more than 54,000 homeowners associations. The number continues to increase every year as common interest developments grow in popularity, creating the need for more certified community managers that understand the functions and responsibilities involved in managing them. “CSUF Extension & International Programs are thrilled to partner with the California Association of Community Managers (CACM) to provide a quality professional development program that adds to the workforce’s ability to meet the needs of our county, region, state, and localities. This partnership with CACM will create more career training opportunities in the fields of homeowner, condominium, and community association management,” said Joe Shapiro, Associate Vice President, Extension and International Programs, California State University Fullerton. CSUF Extension & International Programs provides a diverse portfolio of programs and services designed to meet the changing needs of local, regional, and international constituencies in collaboration with the university and community partners. Its professional development programs are created with the campus, community and businesses needs in mind.

INSTRUCTORS FOR COURSES AT CAL STATE FULLERTON

CSUF Extension provides pathways for people to change or advance their careers, learn new skills and ultimately move forward in their life and career goals. It offers an array of certificates to choose from in the fields of business, crime and forensics, legal, technology and engineering, and education. California State University’s Fullerton campus is the largest university in the CSU and the only campus in Orange County. Cal State Fullerton offers 110 degree programs, and Division 1 athletics. Its vibrant and diverse campus is a primary driver of workforce and economic development in the region.

CANG LE, ESQ., Partner, Tinnelly Law Group JOHN CLIGNY, CAMEX, CCAM-HR, Association Consulting Group DARREN SHAW, CAMEX, MCAM-LS.AA, DC Ranch Association KIMBERLEY FLICKNER, CCAM-PM, Bay Area Property Services KEITH LAVERY, CCAM, Associa – Desert Resort Management MARGO CRUMMACK, CAMEX, CCAM-ND, Crummack Huseby Property Management, Inc. CORINNE CRAWFORD, CAMEX, CCAM-ND, Powerstone Property Management, ACMC KAREN CONLON, MCAM, Sequoia Grove Consulting, Inc. JENNIFER LEANOS, CCAM, Century Hill Association JEREMY WILSON, CAMEX, CCAM, Associa PCM MARK GUITHUES, ESQ., Community Legal Advisors, Inc. TIM FLANAGAN, ESQ., Flanagan Law, APC A.J. JAHANIAN, ESQ., Beaumont Tashjian ED SZAKY, CAMEX, CCAM, Matrix Association Management, ACMC

The university is marketing the new Community Association Management Certificate Program to business and economics major graduates as well as graduates of its extension programs in project management and business analysis through email and social media campaigns as well as on its main campus calendar. More details on the program can be found here: https://extension.fullerton.edu/ professionaldevelopment/certificates/cam Continues on page 20

cacm.org | Vision Fall 2021

CACM Certification at Cal State Fullerton, Continued from page 19

WORD FROM THE INSTRUCTORS “Although homeowners associations are by some estimates a nearly 14 billion dollar industry, not much is discussed or taught about the industry, their operations, standards, or laws. There are no majors or established college courses about homeowners associations. So rather than leave it up to Geico commercials and the media to explain these associations, I hope and believe these

“

courses at CSUF will give students a real-world perspective and lessons on how these associations operate and that they can have fulfilling and lasting careers in the industry. Homeowners associations impact millions of residents in California and other states and I hope these courses will have everlasting impacts on the students and the industry to establish a body of scholars, standards and educators to improve on how they function and the people that serve these communities.” – Cang Le, Esq., Partner, Tinnelly Law Group

“The opportunity to teach the BAM courses through CSUF extension is exciting because it hopefully will introduce the idea of community management to an entirely new audience that

“

may not even be aware of this career path. It hopefully will attract eager new talent and get

them excited about a career in community management. I typically use the experiences and

insight from the students to illustrate certain points and concepts but because the students in these classes are not yet working in the industry, I think this will change my approach. I will

cover some of the information in the courses more slowly with a focus on how to be successful in this career and try to get the participants to evaluate their own skill set and how it might match what is required of a community manager.” – Corinne Crawford, CAMEx, CCAM-ND, Powerstone Property Management, ACMC

“

“This is a unique and exciting opportunity for our industry! I look forward to broadening the opportunities in this rewarding career to a new diverse audience. This will open a whole new prospective for our industry into the future. Providing a reference point to other industries will be important to provide context for many of the participants as well as provide some real-world experiences to the course material will assist in conveying the opportunities and rewards available in our industry.” – Keith Lavery, CCAM, Executive Vice President and Chief Financial Officer, Associa – Desert Resort Management

California’s more than 50,000 owners associations. Whether you want professional

“

“This is an outstanding introduction to the legal and practical aspects of operating

training and a certificate, or simply insight into your own community association, this program will provide a fun and entertaining overview of the industry as a whole, its management companies, and their relationship with the owners.” – Mark Guithues, Esq., Community Legal Advisors, Inc.

Vision Fall 2021 | cacm.org

LET ’ S CELEBRATE!

Holiday Parties CACM is delighted to bring holiday parties to multiple locations

throughout California. Let’s celebrate the successes of 2021 together! From music and dancing to connecting with other professionals, these are celebrations you don’t want to miss.

Thank You Sponsors NORTHERN CALIFORNIA PREMIER SPONSOR FIRST ONSITE Property Restoration BAR SPONSOR IQV Construction & Roofing ENTERTAINMENT SPONSOR CM Squared, Inc. DESSERT SPONSORS AWT Construction Group, Inc. Frank Bonetti Plumbing, Inc. Statcomm, Inc.

We have teamed up with Ronald McDonald House Charities this year. Members can donate any amount directly to a local house in their community to help fund crucial programs which provide lodging, meals, economic relief, toys and other resources to families and critically ill children in medical crisis. Learn more at CACM.org.

Northern California Holiday Party

DECEMBER 7, 2021 5:00 PM TO 7:00 PM

NETWORKING SPONSORS Citadel Roofing and Solar Giuliani Construction & Restoration, Inc. Varsity Painting

LOS ANGELES NETWORKING SPONSOR Bergeman Group

SOUTHERN CALIFORNIA

Claremont Club & Spa A Fairmont Hotel 41 Tunnel Road Berkeley, CA 94705

Los Angeles Holiday Party

DECEMBER 14, 2021 5:00 PM TO 7:00 PM

PREMIER SPONSOR Antis Roofing & Waterproofing BAR SPONSORS 20th Century Motor & Mechanical Sherwin Williams SafePark Playground Services

Loews Hollywood Hotel 1755 N. Highland Ave. Los Angeles, CA 90028

Southern California Holiday Party

ENTERTAINMENT SPONSOR CM Squared, Inc. NETWORKING SPONSORS Community Legal Advisors, Inc. Fiore, Racobs & Powers A PLC Payne Pest Managment Precision Painting & Reconstruction Sunset Landscape Maintenance, Inc.

DECEMBER 17, 2021 5:00 PM TO 7:00 PM

Balboa Bay Resort 1221 W. Coast Hwy. Newport Beach, CA 92663 cacm.org | Vision Fall 2021

achieving professional excellence

Congratulations Managers It is with great pride that we recognize managers who have taken the next step in their professional career by pursuing advanced educational opportunities. Congratulations to our newest Certified Community Association Managers (CCAM), Certified Association Financial Management (CAFM), and Specialty Certificate recipients for the period of June 1, 2021 through August 31, 2021.

NEW CCAMs

NEW CAFMs

Phillip D. Aguilar, CCAM

Ron Lopezi, CCAM

Sabrina Davoodian, CCAM, CAFM

Christina Allmon, CCAM

Karen C. Marquez, CCAM

Elizabeth Fay, CCAM, CAFM

Leslie Arteaga, CCAM

Alicia Marroquin, CCAM

Louisa B. Lopez, CCAM, CAFM

Alexander M. Barnes, CCAM

Dawn R. McFarland, CCAM

Rebecca J. Barnes, CCAM

Angela M. Padilla, CCAM

SPECIALTY CERTIFICATES

Steven Carbajel, CCAM

Rebeca Peraza, CCAM

LARGE SCALE

Nathen A. Carr, CCAM

Larry Perna, CCAM

Sierra L. Carr, CCAM

Chandra L. Pesheck, CCAM

Nichole De Leon, CCAM

Kristen Raig, CCAM

Nicole I. Drinnen, CCAM

Cameron M. Rehm, CCAM

Leila V. Franck, CCAM-PM

Sherry Rafaei Eichelberger, CCAM

Jennifer Rimer, CCAM

Sharon Fees, CCAM-LS.PM

Sarah Espinoza, CCAM

Esteban A. Rodriguez, CCAM

Samantha N. Galvan, CCAM

Alec Schechter, CCAM

Julie Huddleston, CCAM

Paola Scrimsher, CCAM

Stephanie I. Jagow, CCAM

Alexandria Shettleworth, CCAM

Casey Jones, CCAM

Tina Strabel, CCAM

Allyson I. Knoll, CCAM

Melisa Torres, CCAM

Deborah J. Kohler, CCAM

Kelly L. Townsend, CCAM

Cheryl K. Kouchekinia, CCAM

Kaleigh J. Treaster, CCAM

Kathryn C. Lambright, CCAM

Jack Wang, CCAM

Louisa B. Lopez, CCAM

Jason White, CCAM

Vision Fall 2021 | cacm.org

Angie D. Hill, CCAM-LS

PORTFOLIO MANAGEMENT

HIGH RISE Kathy Roberts, CCAM.HR

CAMEx Jeremy Wilson, CAMEx, CCAM

Nominations Are Open for the 2022 Vision Awards! We will recognize the best of the best for the past TWO years at our upcoming Northern & Southern California Law Seminars in 2022. But we need your help! Earlier this year, we announced the 2021 Vision Award nominees. Our full list of Northern and Southern nominees can be found here: https://cacm.org/news/vision-awards/. But since CACM’s Law Seminars went virtual in 2021, we postponed presenting the winners and awards until we could all gather in person to celebrate together! What that means is that we will recognize and honor the winners for two years at our 2022 Law Seminars! It will be double the fun. We are now accepting nominees for 2022. These awards recognize achievements for this calendar year: from January 1, 2021 through November 15, 2021. Our 2021 Vision Award Nominees are recognized for achievements for calendar year 2020.

ABOUT THE VISION AWARDS The Vision Awards are the highest distinction bestowed upon California community managers. The awards program identifies those who exemplify the very best in the profession of community management; honors their contributions to the profession; and recognizes the positive difference that they have made in the lives of their colleagues, association homeowners and the communities they serve.

WHO IS ELIGIBLE FOR NOMINATION? Nominees include community managers, management companies and industry partners who exceed the highest standards of professionalism and skill, display a commitment to excellence, and exhibit high ethical standards. The 2022 Vision Awards recognize achievements from January 1, 2021 through November 15, 2021. The deadline for nominations is November 15, 2021.

cacm.org | Vision Fall 2021

serving your communities

New Industry Partner Members CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Join us in welcoming these new members from the second quarter of 2021 (April 1 – June 30).

INDUSTRY PARTNERS

INDUSTRY PARTNER PLUS

All Bay Construction Solutions, Inc. Antioch l (925) 308-5919 www.allbayconstruction.com

Leading Edge Construction Services, Inc. San Jose l (408) 809-0821 www.linkedin.com/company/leading-edgeconstruction-services-inc/mycompany/

Carini Cleaning & Restoration San Diego l (619) 226-0579 www.cariniclean.com Christian Brothers Emergency Building Services Lakeside l (619) 469-8955 www.christianbrothers.pro Command Guard Services Gardena l (310) 743-3020 www.commandguards.com Gordian Staffing San Jose l (989) 467-3426 www.gordianstaffing.com HOA Elect CA, LLC San Diego l (855) 701-8683 www.hoaelectca.com HOA Repay Discovery Bay l (888) 832-9201 www.hoarepay.com JLM Painting, Inc. Petaluma l (415) 302-6058 www.jlmpaintingco.com Southern California Edison Rosemead l (714) 973-5777 www.sce.com The Salvation Army Carson l (858) 231-4432 westernarc.salvationarmy.org

Vision Fall 2021 | cacm.org

Easily Update Your Member Profile! Updating your member profile is quick and easy. Go online to www.cacm.org, click on Log In at the top right of the Home Page, and enter your email and password. On the Member Portal landing page, click on your photo on the top right, then click on My Profile. You can select My Info, then enter your new information. Click on Update Information at the bottom. You’re done!

maintaining high standards

New Individual Manager & Management Company Members CACM members further their success in the industry and benefit by partnering with colleagues to share new ideas and best practices. Please join us in welcoming these members from the second quarter of 2021 (April 1 – June 30).

APPRENTICE Spencer Brod

Lynn Jensen

Suzy Rodoni Silverberg

Lisa Everett

Stacey Johnson

Kimberly Rowland

Vincent Hillerman

Yasmine Johnson

Tiffani Santiago

Angie Lancaster

Felicia Johnson

Megan Sayles

Zachary Jones, CCAM

Steve Schneider

Katharine Kadenacy

Anthony Seals

Robert Adams, CCAM

Barbara Key

Marissa Semones

Nathaniel Arnold

Samantha Lacy

Samira Sheriff

Alexandro Ayala

Kathryn Lambright, CCAM

Paige Sofka

Leisha Baldwin

Stefanie Landeros

Jose Sotomayor

Sarah Basko, CCAM

Justin Langenberg, CCAM

Ashley Spicer, CCAM

Janet Bianchini

Cecibel LeFeat

Patricia Terry

Ann Brooks

Cynthia Ley

Kaleigh Treaster, CCAM

Shiesha Burns

Veronica Lomeli

Michael Turner, CCAM

Sierra Carr, CCAM

Omar Lupercio

Stephanie Tuttle

Benjamin Carr

Karen Marquez, CCAM

Jennifer Vandersea

Christine Conti

Tyler Matheis

Danielle Wingfield

Olivia Cortez

Denise Mitchell

Brittney Zaragoza

Joseph D’Agostino, III

Metin Mohammed

Itay Zigdon

Karrie Daugherty

Wendy Montes

Dorn Driggs

Melina Ortega

Savannah Dupin

Jed Pannell

Ron Eckhardt

Michael Ponce de Leon

Irisha Gibbs

Janae Price

Julie Gould

Claudia Ramos

Anderson & Company

Bertha Hernandez

Cameron Rehm, CCAM

Aptos l (831) 688-1090

Vanessa Himelblau

Suzanne Reid

https://acomgt.com/

Rob Hussey, CCAM

Noelle Richards

Dawn Ivey

Jessica Rietzel

MANAGER PRO

MANAGER PRO PLUS Juli Elliott

BUSINESS

cacm.org | Vision Fall 2021

Several CID bills headed to governor for signing By Jennifer Wada, Esq.

The 2021 legislative session adjourned on September 10 and hundreds of bills were sent to the governor’s desk. These bills included proposals that establish a police decertification process for officers that commit wrongdoing, prevent police from blocking journalists from covering protests, allow dependent parents to be covered on an individual’s health plan, overhaul the state’s broken unemployment system, and provide billions of dollars for wildfire and drought prevention. However, the tension between moderate and liberal

AB 502 (Davies) was approved by the legislature and is now headed to the governor’s desk. It would apply elections by acclamation to all associations. This was a hard-fought battle with homeowner groups opposing throughout the process. CACM has been at the forefront of support, with Tom Freeley being a key witness at hearings. Amendments taken in both the Senate Housing and Judiciary committees added provisions that are intended to ensure homeowners are informed about whether an election by acclamation will occur. While some of the amendments aren’t ideal, they are a small price to pay in exchange for all associations having the ability to use acclamation. Some key provisions do the following:

democrats resulted in a number of bills being tabled for the year. These included aggressive climate change bills, single-payer healthcare and even a bill that would have allowed people to choose to turn their bodies into garden compost after death. Governor Newsom has until October 10 to sign or veto all bills. And although the end of session comes just days before the closely watched recall election on September 14, Governor Newsom will still be at the helm during the bill signing period even if he is recalled, which recent polls indicate is unlikely. So how did CACM’s most closely tracked bills fare?

Vision Fall 2021 | cacm.org

1. Both the first notice (90 days prior to election) and the reminder notice (7-30 days prior to election) must include: a) the number of board positions available; b) the deadline for submitting nominations; and c) how to submit nominations. 2. For the first notice, there must be a “heads up” statement that if there are fewer candidates than there are vacancies, the board may vote to fill the vacancies by acclamation. 3. For the second notice, if there are less candidates than vacancies, there must be a statement declaring that the board can vote to elect by acclamation. This second notice must also include a list of qualified candidates running.

4. Within 7 days of a person submitting a nomination, the association must confirm receipt, as well as confirm with that person whether they are qualified or disqualified. If they are disqualified, a reason must be given along with the procedure for appeal. CACM voiced concern about the short timeline to determine if a candidate is disqualified. Because the author did not want to compromise the bill’s success with any more changes, we have agreed to revisit this topic in possible cleanup legislation next year. 5. The board must vote to use acclamation at a meeting in compliance with existing law and the names of qualified candidates to be seated must be listed as part of the agenda item. AB 1101 (Irwin) is headed to the governor’s desk. This is CAI-CLAC’s clean up measure to AB 2912 (Irwin, 2018). It would clarify the types of financial institutions an association may use to hold its funds and modify when board approval is needed for electronic transfers. Such transfers would be prohibited unless the amount of the transfer is $10,000 or less or 5% of the estimated income in the annual operating budget for associations with 50+ separate interests and $5,000 or less or 5% of the estimated income in the annual operating budget for associations with less than 50 separate interests. AB 1101 would also clarify the types of insurance an association must maintain. One notable amendment by the Senate Judiciary committee was the elimination of an old grandfather provision that allowed managing agents to commingle funds if doing so on or before February 26, 1990. This amendment was in response to accusations by the opposition that management companies regularly commingle funds. CACM debunked this accusation. AB 1584 (Committee on Housing) is the housing omnibus bill, which is intended to contain noncontroversial proposals and is on its way to the governor. This bill contains language that would allow

the governing document amendment requirement in AB 3182 (Ting) to be done through a board vote only and would push the compliance date to July 1, 2022. The bill also continues to contain cleanup to the CID ADU law (AB 670, Friedman, 2019) by clarifying it applies to all CIDs since some associations were construing it as not applying if they did not have undivided interests in common area. SB 391 (Min) is the vehicle for the California Law Revision Commission’s study on emergency measures in CIDs. This bill is on its way to the governor and because it is an urgency measure, it will become law immediately upon signature, as opposed to January 1, 2022. SB 391 would allow, during a state of emergency, meetings to be conducted entirely by teleconference (this is defined to include videoconference) without any physical location needed if certain requirements are met. A concern was raised that not all emergencies are equal and physical meetings should still be required if the emergency doesn’t prevent physical meetings. For example, a drought emergency doesn’t necessarily prevent an association from holding an in-person meeting. The bill was narrowed to only allow strictly teleconference meetings if gathering in person is “unsafe or impossible.” SB 392 (Archuleta) is headed to the governor’s desk. The bill is sponsored by the California Association of Realtors and in its original form, would have changed notices sent by email to be opt-out, instead of opt-in, and would have required associations with 50 units or more to have websites. This bill was opposed by homeowner groups due to concerns regarding privacy and broadband access. It was amended to eliminate the opt-in/ opt-out approach and alternatively, require members to provide their preferred methods of delivery, which can be both email and mail. Members must provide their email, mailing address, secondary email, and secondary mailing address. The website requirement was eliminated entirely. SB 432 (Wieckowski) is the cleanup measure to SB 323 and is also headed to

the governor’s desk. It contains numerous noncontroversial provisions including clarifying that the felony candidate disqualification applies if the felony compromises the association’s ability to get any kind of insurance, not just fidelity as stated in current law. It also clarifies that board members are subject to the same qualification requirements as candidates, as well as clarifies that associations must maintain election materials for one year. The most significant change made by the bill appears to be the definition of “enhanced associations records” being amended to include bank statements.

Because this year is the first year of the legislative session, many bills that stalled this year may resume next year. We will soon start preparing for next year’s legislative session and in addition to offensive measures, we anticipate that we will be playing plenty of defense with regards to prohibitions on various restrictions and issues related to urban lot splitting. CACM has already received calls from legislators who are interested in legislation in response to the Surfside collapse that would put protections in place to prevent a similar tragedy in California. We have discussed minimum reserve funding, soil analysis and structural inspection of coastal and other communities and insurance coverage. As always, engagement of the management industry will be critical.

Jennifer Wada, Esq., is an attorney, CACM’s legislative advocate and principal of Wada Government Relations in Sacramento.

cacm.org | Vision Fall 2021

Chapman Economist Forecasts Higher Inflation and Interest Rates By Lynette Bertrand, Director of Marketing & Communications, CACM

sharp economic recovery, resulting from federal stimulus and deficit, often brings with it other long-lasting effects. That was the overall forecast offered by Chapman’s top economist Dr. James Doti. The U.S. economic recovery from COVID was a dramatic V shape. Overall GDP (gross domestic product) rose to 6.7 in 2021, a significant rise from a 3.5 percent drop in 2020, according to Doti, who presented Chapman University’s 2021 Economic Forecast to CACM members. Doti, who presented his findings during a webinar in late June, noted that the sharp and fast recovery was a result of what he called the most significant fiscal stimulus in the nation’s history -- an unprecedented $5 trillion has been spent to revive the economy through three federal spending packages. However, this move had secondary effects. It led to a dramatic increase in the nation’s money supply of more than 25 percent. Doti surmises that an increase in money supply always has led to inflation in the past. He pointed to different periods in U.S. history when money supply increased and was followed shortly after by inflation. “Every time money increases sharply, you have a sharp increase in inflation,” Doti said. “What do we expect now? That’s what econometrics is -- taking history, quantifying it and seeing if it repeats itself.” Money supply has increased from 7.9 to 25.6 percent over the past year. “It’s very similar to what happened at the end of World War II,” Doti said. Applying economic theory and history, he

Vision Fall 2021 | cacm.org

“

Every time money increases sharply, you have a sharp increase in inflation.”

said Chapman predicts that inflation will increase to 5.3 percent by 2023. From the current levels of around 2 percent, that’s more than a doubling of the inflation rate. Some precursors of inflation are already evident, he said, including commodity prices, which increased 17.3 percent in one year, and the devaluation of the dollar -- which in trading was down 9 percent. If the dollar decreases, it increases the price of imported goods and services. The consumer price index is up 5 percent from May of last year to May of this year. Doti said that while the Federal Reserve Board has stated that the current inflation rise is transitory, and that it didn’t plan on raising interest rates for three years, slowly they are coming around to the idea of increasing rates sooner. “When prices go up, the federal funds rate, that’s set by Federal Reserve Board, increases with it,” Doti said. “That’s a mandate of the Federal Reserve Board to control against inflationary excess.” The 10-year bond rate also follows closely on the consumer price index as does the 30-year mortgage rate. Doti said Chapman is forecasting that the consumer price index (CPI), which is currently 1.9, to go up to 5.3, the 10-year T bond rate to go from from 1.5

to 3.4 and 30-year mortgage rate to go from 2.9 to 4.7 by 2023. This increase in mortgage rates will have a direct impact on housing prices, which he predicted would decline nationwide. The stock market will also see declines with inflation.

DR. JAMES DOTI has presented

Chapman’s Economic Forecast to CACM Members at its Executive Leadership

CALIFORNIA FORECAST

Summit. This year, Dr. Doti presented his

Turning his attention to California, Doti pointed to some harrowing trends. Compared to the nation overall, California saw a steeper decline in job growth -- 8 percent versus 6 percent nationwide, during 2020.

CACM members in late June. Dr. Doti is

He said more onerous mandates and COVID stringency affected the state’s payroll, which was down 7.4 percent in 2020. Chapman is predicting payroll to be up 3 percent in 2021. Doti said that while this represents a “nice recovery,” it’s not enough to offset the sharp job loss.

Edward Hilman and National Science

And while 2020 was a gangbuster year for construction, with residential permits up almost 20 percent, concerns about population trends don’t portend well for future growth in housing.

recognized for its scholarly research and

Population growth has slowed drastically over the past decade -- from 350,000 people annually to virtually zero. “That will lead to demand changes,” Doti said.

Orange County business and academic

findings during an exclusive webinar to

President Emeritus and Professor of Economics at Chapman University. He earned his M.A. and Ph.D. degrees from the University of Chicago, where he was an

Foundation Fellow. He joined Chapman

University in 1974 and in 1978 founded the University’s A. Gary Anderson Center for Economic Research, which, under his

leadership, has become nationally economic forecasts. Between 1991-2016,

Dr. Doti served as President of Chapman University. Dr. Doti is a leading figure in the communities. He also serves on the boards of First American Financial Corporation and Whittier Trust.

Research conducted by Chapman points to several factors leading people to move out of California, including high taxes and regulation. California has the second highest state taxes in the nation, second only to New Jersey. The state also has 400,000 statutes in the books while the average for all states is around 100,000. “That is very significant in out migration with 260,000 people leaving the state on net a year,” Doti said. In California, home prices shot up 15.5 percent in 2021 for single family homes, from an 8.6 percent increase in 2020. However, Doti said Chapman forecasts home prices to drop by 15 percent by 2023. “If mortgage rates increase to 4.7 percent, we will see home prices in Orange County, and probably something similar for other urban areas in California like San Diego, Los Angeles, and San Francisco, to drop 15 percent, but it could be even greater than that,” he said. “If you believe our forecast of higher inflation and higher mortgage rates, it’s going to lead to an adjustment, a downward adjustment, in housing prices.”

cacm.org | Vision Fall 2021

in the board room

Are Your Management Fees Going Up? Read on to see why this could be something your board will see if it hasn’t already. By Dean Jackson, CCAM-HR

Does your wallet hurt too? Over the last few months, mine appears to have strained a muscle or two, and when I take it to the bank for some TLC, there’s not as much to go around as there used to be. In San Francisco Bay Area, as of June, the Consumer Price Index was up 3.2% from the year before. Energy has gone up a whopping 23.1% year over year, driven (pardon the pun) mostly by the price of gasoline. Year over year home prices are up, on average, nearly 35%. Even my grocery bill has gone up. Considering the trend, is it any surprise that prices are going up in the HOA industry and in related industries? Apparently, it is a surprise to some boards of directors. Boards of directors can lose sight of the fact that prices are going up everywhere and they sometimes have difficulty understanding why the cost of new siding, or of plumbing services, isn’t the same as it was 10 years ago. While many directors strive to keep assessments low

Vision Fall 2021 | cacm.org

for the benefit of their neighbors, they may miss the forest for the trees. Speaking of trees, let’s look briefly at the construction industry. Scott Swinton, CEO of Unlimited Property Services, has described the supply chain as “a disaster everywhere for everything” and that applies to “everything that is manufactured.” He noted that windows are two to three months back ordered and that one window manufacturer has increased prices 8% as a result. As with windows, scarcity drives price increases. Did you know that there is a paint crisis? Apparently, the recent freeze in Texas destroyed chemicals and the failed electric grid caused machines which are designed to operate perpetually, to suddenly go offline. The result was the need to start paint production from scratch, which, with a lack of materials, is a slow process. Lumber prices have been very volatile, consequently these costs are passed on to the consumer.

With a shortage of employees, and shutdowns associated with COVID- 19, the cost of hiring and retaining qualified staff has gone up. Scott calls it “raw economics, supply and demand.” There is a shortage of materials so demand and costs are high. There is a shortage of qualified labor, so demand and costs are high. Add to this the cost to address deferred maintenance, and the cost of maintaining aging communities, and we’re talking about some real money. It may be a bit more difficult to explain why management fees may also be on the rise. Lin Yates, CEO of The Miramonte Company, noted that the costs of office supplies, insurance, education, and labor have all gone up. Paul Collins, CEO of Collins Management ACMC, noted that inflation is currently high, and a huge portion of that is housing prices. Employees need to be able to afford to live where they work, consequently employers must pay a living wage and improve compensation packages to retain employees, many of whom are choosing to move out of

state rather than continue to pay the exorbitantly high cost of living in California. Collins explained that there is a lot of “grass is greener syndrome,” which, when coupled with the need for more managers and support staff, and better compensation packages, increases staffing costs. If management fees reflected the cost of living in the Bay Area, companies would be better able to recruit and retain managers. Companies are also continually working to invest in infrastructure, such as equipment to enable employees to work remotely. Compliance with California’s ever-changing legislation is necessitating higher legal fees for HOAs, higher education costs for managers, and increased management time associated with items such as the mandatory elevated wooden structure inspections required by Civil Code §5551, and the private sewer lateral inspections required (sometimes on a deadline) by local municipalities. We can also expect legislation to result from

the catastrophic collapse of the building at Surfside in Florida. All of these items, in theory, should be offset by management fees. The time is coming, and may already be here, where managers and management companies can no longer be shy about charging for the work being done, including services which may go beyond the contract (directors sometimes need to be reminded of this), and explaining the increase in management fees.

values, nor do they offset the actual time and effort spent managing the association. In many cases this won’t be a comfortable conversation, but it is one worth having. Wallets may hurt in the short term, but the cost of maintaining most people’s most valuable asset, their home, will very likely be more than offset by increasing property values. There is, as they say, money in your home.

Construction costs are high now because many HOAs have spent years trying to keep assessments low, at the expense of proper maintenance, and communities are being forced, if not by legislation, then by their state of disrepair, to make drastically expensive repairs, made even more expensive by rising construction and materials prices. Despite deferred maintenance, the value of many of the homes in HOAs have increased dramatically, and yet management company fees often don’t reflect the change in home

Dean Jackson, CCAM-HR, is Director of Project Management at Collins Management, ACMC.

cacm.org | Vision Fall 2021

WANT TO INSTALL

SOUTHERN CALIFORNIA EDISON OFFERS TO FOOT THE BILL, IF SELECTED, WITH CHARGE READY PROGRAM. By Lynette Bertrand

CHARGING STATIONS? Managers: If your community has been yearning for electric vehicle charging stations, read on.

Southern California Edison unveiled its Charge Ready program this summer. The $436-million program will add 38,000 new electric car chargers throughout SCE’s service area over the next five years. Through this program, SCE pays for all of the infrastructure, including undergrounding conduit and permits. That’s usually the most significant cost for installing EV charging stations in a community and what has been a deterrent in the past, said Mary Finn Parker, Multifamily Program Manager for Southern California Edison. Homeowners associations must still purchase the charging stations themselves, but SCE does provide a rebate that they can apply toward this cost. Finn Parker said a community must install a minimum of 4 ports to apply for the Charge

Vision Fall 2021 | cacm.org

Ready program. And the ports must be close together to make it economically feasible. “HOA communities don’t want to tell all of their owners to put in charging stations in their garages because if they do that, they overload our transformers and it’s now on the HOA dime to pay for upgrades,” Finn Parker said. What sometimes happens is that homeowners sometimes purchase 220-volt chargers and put them in their garages. The energy overload then blows up the transformer in the neighborhood, which ends up becoming a safety problem and a costly fix. “My neighbor has two Teslas and blew up their panel. They had no power and a big nightmare. They spent thousands of dollars on their home panel to upgrade it. This is a way to get around that. Edison will pick up the tab. We’ll pay for the transformation update,” Finn Parker said. Not every HOA will qualify. Once a community applies, SCE will come out to evaluate the property and decide what’s most economical

ADDITIONAL RESOURCES Mary Finn Parker,

MULTIFAMILY PROGRAM MANAGER FOR SOUTHERN CALIFORNIA EDISON

Mary.finn@sce.com (714) 973-5777

EDISON’S LIST OF DISADVANTAGED COMMUNITIES:

https://oehha.ca.gov/calenviroscreen/sb535

TO APPLY FOR CHARGE READY ONLINE:

https://www.sce.com/evbusiness/chargeready/ ready-to-apply

LIST OF APPROVED PRODUCTS (CHARGING STATIONS) FROM EDISON: https://app.powerbi.com/

and practical. Whether a project gets funded by SCE depends on many factors including where the transformers are located in the neighborhood, nearby railroads, and major city streets location or interference. Finn Parker said managers who have interested board members or communities should call her and not delay. The program has been very popular since it was announced earlier this summer. “There’s huge interest and demand. I talked to a board director earlier today and they realize this is coming down the pipeline,” she said. “The cars of the future are all electric.” Finn Parker said demand has also been on the rise due to the pandemic that kept workers home. Many used to charge their electric vehicles at EV stations in their office building parking lot. Now that they’re working from home, they find themselves with no place to charge.

“It’s a very popular program and on a first come first served basis for applications,” she said. “The sooner you get an application in, the sooner Edison will come out and verify it. While waiting for Edison, communities should look at the different charging stations they can purchase. When we say yes, we’re going to do this, they have to have a purchase order for the charging station ready to go. They must pick the stations and the company. We have an approved list of charging station manufacturers on our website and testimonials.” Finn Parker said in addition to doing research and selecting the charging stations, communities can take a few other steps to prepare for this project: · Develop maps of the property and identify where you want the charging stations located. · Pinpoint where the transformer is in relation to the property.

· Be knowledgeable on ADA requirements. Edison offered a similar EV program to HOAs three years ago. And funding for that program was exhausted quickly. Finn Parker predicts it will be the case again this time around. “When the money is gone, it’s gone,” she said. Once approved by Southern California Edison, EV projects will take anywhere from nine months to a year to complete. In the interest of making EV charging available to all Californians, Charge Ready sets a target to locate 50% of the chargers in state-designated disadvantaged communities, or economicallyimpacted communities that suffer most from the negative effects of air pollution. If you’re in one of these select areas, SCE will even purchase the charging stations for the property. Refer to the link in the additional resources sidebar to see SCE’s list of disadvantaged communities to see if your property is located in those areas.

cacm.org | Vision Fall 2021

INFLATION AHEAD Rising material costs, disrupted supply chains and higher wages all will impact association budgets. How can you help your community prepare for the increases? We have some suggestions.

By Scott Swinton and Rob Buffington

ssociation management has never been a boring job. Talk to any community manager who has been in the business for five years and they will have some good stories for you. But over the last 12 to 18 months, the entire industry has pivoted and the rules have gone out the window. Complaints are up, demands are getting higher and costs are rising across the board. Tens of thousands of California common interest developments were not only built in the 1960s to 1980s, but their funding schemes were also designed in that same era. Just as we are discovering systemic inadequacies in the construction of those buildings, we are also realizing deficits in the funding programs intended to maintain those same communities. The past two years have added energy to the

Vision Fall 2021 | cacm.org

tsunami of cost increases already headed for the shores of HOAs. CC-5551 “The Deck Law” and the 40-year problem of short-sighted reserve funding were already lifting tides higher than anticipated along those shores. Now, two years of inflationary pressure, material cost increases, and labor cost increases are really beginning to add up. Alas, if history is any indicator, the tragic collapse of the Champlain towers in Florida is almost certain to complicate things even more with additional waves of regulation. Sorry, that was a bit negative, but if we’re honest, the forecast leaves a lot of space for negativity. And, unfortunately, there’s more. Inflation is likely to be a real concern for homeowners associations. Just as financial managers encourage investors to, at a minimum, keep their money in an account that offsets the rise of inflation, so to HOAs must

keep their bank accounts growing at or above the rate of inflation. This seems obvious, but experience has shown that especially in lower income areas, the opposite is very often the case. And, inflation is almost certainly coming. Highest on the list of inflationary harbingers has been COVID-19 and the cascading legislative and monetary policy that followed. Bloated with free cash, low interest rates, and predictably skyrocketing home values, the U.S. economy is poised for inflationary strains. While homeowners love to see their home values increase, they are less excited about the rising cost of labor, materials and HOA assessments that will inevitably follow. Rising material costs are driving construction contract prices up, projects are being delayed for lack of crews to work the jobs, and projects are taking longer than normal to complete as funding and procurement plague signatories on both sides of the contracts. Disrupted supply chains cause delays because basic staples cannot be guaranteed in time for a job to begin. Project uncertainties inevitably translate into increased contract costs. Finally, as employees are demanding higher wages and more perks to return to work, vendors are being more selective about which jobs to take knowing that their capacity is limited. This leads to contractors turning down jobs and driving up the prices on the ones they do take. So how can a community manager help an HOA prepare for the rising tide and stretch their budget? The first steps, of course, are understanding the problem and communicating the needs between parties. HOA vendors are by and large reasonable and creative. An open channel of communication may reveal a surprising array of options available to their customers. Often vendors have a slow season where they can give the manager better rates on a particular job. This happens frequently for many industries such as roofing and landscaping. Waiting a few months may be a simple solution.

In the end, managers simply need to prepare their communities for the upcoming increases. Many HOAs are already operating on a shoestring budget. Small increases are not likely to push them past the deficit they already owe to the inflationary pressures of the last two decades. Managers should encourage their boards to raise dues regularly rather than assuming that special assessments will carry at the right time. Possibly, an immediate and drastic increase is advisable.

While homeowners love to see their home values increase, they are less excited about the rising cost of labor, materials and HOA assessments that will inevitably follow.

Whatever the correct solution for your communities, it’s important to take a moment and help them understand that there is a team of professionals that excels at solving these problems. You, the manager, are at the head of that team, and your vendors have your back. Help them remember that though previous generations may have made life difficult for them today, you have a plan and a team that will help them not only survive, but thrive.

Or possibly vendors can develop a cancelation queue for flexible projects so that the community pays less if the vendor can squeeze a job in at the last minute. Vendors need to keep their employees working, and a queue of jobs to send a couple technicians out to on a slow afternoon is valuable to both parties. Also, preventative maintenance plans should also be created or re-assessed. Evaluate what components are most crucial to the safety and wellbeing of the community and which are cosmetic. Repainting the exterior can possibly wait a few years while a roof with multiple leaks needs to be tended to immediately. Presenting homeowners with a proper paradigm has always been a challenge and will not only be helpful in this time, but also a key to getting through. It’s possible that the fallout from the pandemic will, in a way, force them into a new and helpful paradigm. Few homeowners balk at dropping money into an IRA or paying an insurance premium. In the same way, possibly, homeowners can begin to view their dues and reserve contributions as similar necessary investments. A paradigm of investing in their future, or insurance against future unpleasantries may be helpful for owners to adopt.

Scott Swinton is General Contractor and a Certified Construction Manager at Unlimited Property Services, Inc.

Rob Buffington is the Owner of East West Building Works and President of Gordian Staffing, both of which are located in San Jose.

cacm.org | Vision Fall 2021

SECURE YOUR SPOT IN THE 2022 RESOURCE GUIDE CACM’s Resource Guide is California’s most comprehensive annual directory of community association industry professionals. This digital, interactive guide includes live links to websites and email addresses, in addition to Industry Partner advertisements making communicating with colleagues quick and easy.

U R C E G U ID E O S E R M C A C 1 2 0 2 WE HAVE OPENED UP ADVERTISING OPPORTUNITIES FOR THE 2022 RESOURCE GUIDE. RESERVE YOUR SPOT EARLY TO SECURE YOUR SPACE.

C E GUIDE 2021 CAC M RE SOUR

Haven’t read our 2021 Resource Guide?

CLICK TO READ NOW 36

Vision Fall 2021 | cacm.org

DOWNLOAD

2022 Resource Guide Opportunities

Influencer [ˈinflo͝oənsər ] DEFINITION

One who exerts influence, a person who inspires or guides the actions of others In this edition, we tackle the topic of influencers. While these days the word “influencer” is closely tied with social media marketing and describes an individual who has a large following or exerts a level of knowledge or social influence in a particular field or with a product—someone who has the power to affect the purchasing decisions of others. That’s not exactly who we’re featuring. Here you will read profiles and articles on people some of our writers say have made a difference in their personal and professional lives. These are individuals who have mentored and helped develop their careers,

many times serving as coaches and teachers. They help develop new leaders and help evolve the industry with new processes or ideas. While we didn’t have enough room to feature every change maker in our industry, we did want to highlight some to provide stories of inspiration. Is there an influencer in your life you would like for us to showcase in Vision? Did we miss someone important? Drop us a line at communications@cacm. org with the name and why. We’d like to continue featuring these influencers in future issues.

cacm.org | Vision Fall 2021

The Qualities of

Influential People

Now that we have defined what an influential person is, what personality qualities make someone influential? Here are a few that come to mind:

Knowledgeable, but constantly learning.

Charismatic.

Influential people are very knowledgeable but aren’t protective of that knowledge. They want to share what they know, even with their fiercest competitor, and are also very receptive to learning from others and seek outside input. No matter how many years of experience they have, they’re in constant search for new information and insights. Hence, they are passionate and enthusiastic readers, too.

People like and gravitate toward them. And it’s not just because of good looks. They are authentic, great communicators and their ability to listen makes them relatable. They can hold a room’s attention and get others excited about and buying into their ideas.

Always present but thinking ahead. While they may have a multitude of responsibilities, tasks or projects daily, they are also constantly strategizing and planning ahead and thinking about the future. They’re always looking at the bigger picture. There’s a big dream, goal or vision and steps are taken toward that on a daily basis.

A “get it doner.” Yes, there’s no task or challenge to difficult to overcome. Even if this person doesn’t know how to do it, they are resourceful. They ask questions, research, and find answers from others. Some would call this type of person, “scrappy.”

Flexible and know how to adapt. They aren’t stuck on one way of doing things. Plans often change and that means being able to pivot and make the most of evolving circumstances. Instead of seeing an obstacle, they see the opportunity.

Vision Fall 2021 | cacm.org

Exude confidence, but remain humble. Don’t confuse confidence with arrogance. They are not afraid of making decisions and act boldly. They don’t let fear or what others think stand in the way of taking action.

Think outside of the box. They don’t mind taking risks and opting for the unconventional. Whatever they do, they do it with gusto.

Invested in others. As you will read from the influencers profiled in the following pages, they aim to help others succeed. It’s not about self touting or self praise. Influencers want to provide opportunities for others to excel, and create businesses that can run and operate without them. They are comfortable delegating and don’t need the spotlight, though they often get it.

Want to read more about what makes someone influential? Entrepreneur magazine spells out these 15 traits in a recent article.

the

1. They act deliberately. 2. They speak thoughtfully and listen. 3. They take action. 4. They are always learning. 5. They have integrity. 6. They connect. 7. They are focused on what really matters. 8. They have high expectations for themselves and others. 9. They understand themselves.

Traits of Influential People

10. They focus on their strengths but understand their weaknesses. 11. They make themselves indispensable. 12. They value others. 13. They are constantly analyzing. 14. They make sure others have a voice. 15. They inspire. Source: Entrepreneur magazine

Honesty, Quality, Integrity. Since 1981 these guiding values have allowed AMS Paving to become the #1 choice for community associations in Southern California.

Our Services:

Paving the way for 40 years!

• Asphalt Repair, Patching & Crack Seal • Asphalt Removal & Replacement • All types of Slurry Seals • ADA Compliance

• Striping

800.357.0711

Perform

Protect

Pave

●

amspaving.com

●

Lic: #415436

cacm.org | Vision Fall 2021

Don’t be afraid to ask questions. It does not make you look like you don’t know your job; it makes you look like someone who is eager to grow and to learn from those around them.

Vision Fall 2021 | cacm.org

Marianne Simek, President, Action Property Management, ACMC

INFLUENCER PROFILE:

Marianne Simek Says Find Balance, Find Success By Hamlet Vazquez, MCAM-HR

From office receptionist typing out check registers in the 1980s to owner of the largest privately-owned association management company in California, Marianne Simek has not only grown with the industry but helped to shape it over these past 34 years. Marianne has been a mentor to countless association managers and office staff over the years and has grown Action Property Management, ACMC from having a handful of clients in 1987 to over 300 in 2021. As we thought about individuals within the industry that we can learn from, Marianne’s name immediately came to mind. So we asked her a few questions related to her experience these past 34 years and for words of wisdom to pass along to those starting out in the industry as well as to seasoned professionals. Here are excerpts from an interview I recently conducted with Marianne: What is the toughest challenge you faced early in your career? Coming to Action as an experienced community manager, I was frustrated with my inability to do the most simple tasks that I had been doing for years. I had to seek out training manuals or someone who could explain the procedure to me when in the past, it was old hat. Probably the toughest challenge was learning to say ‘no,’ or more accurately, to stop offering to take on something that was needed at the expense of my life balance. Those of us who are drawn to this industry have a certain personality type – we are superhuman. We ‘should’ be able to do more. We are first to step up and volunteer when someone needs help. We think we can do it better and faster than delegating it to someone else, and we want

to demonstrate our value. In reality, the only expectations we are not meeting are our own. It takes time and self-reflection to convince our superhuman side that we are only human. Over these past 34 years, how has the industry changed? It has become much more professional and respected as a profession. In the 1980s, it was a very secretarial-type job. Managers were not equipped nor relied upon to provide professional guidance and advice. It has also become much more legislated, which may account for the need for increased manager education, certification and oversight, and as a result, a more respected industry. How have you changed? Over the years, I have accepted that I am not perfect, that it is OK to say, “I don’t know” but then use my resources to find and report the answer. Through this understanding, I found better life balance. I also accepted that I cannot control or change everything, and that has reduced stress over the things outside of my control.

everything to everyone. But remember: as important as it is, it is just a job, and you need to find balance in your life. Take care of you, your family, your physical and mental health. If you cannot perform the job without finding that balance, perhaps this is not the career path for you. What advice do you have for someone who is already a seasoned manager but has another 10-15 years before retiring? What should they be doing now to leave a legacy? Don’t settle for status quo just because you have mastered your community or role and you are now on autopilot. Always challenge yourself and if you cannot find those challenges in your role, look for something that will challenge and reward you. When you become bored, you become complacent, which is unfair to the client or your employer. Find additional challenges that match your interest and passion. If you love training and mentoring, reach out to a more inexperienced manager and offer your life experience and lessons. They will be extremely grateful, and you will feel rewarded.

If you could send a time capsule back 34 years, what would you say to yourself? Find balance! Don’t sweat the small stuff! You don’t have to be perfect or know everything! What advice do you have for someone starting out their career in our industry? Don’t be afraid to ask questions. It does not make you look like you don’t know your job; it makes you look like someone who is eager to grow and to learn from those around them. They have been in your shoes, have felt the same level of frustration of not knowing it all, have tried to do everything and be

Hamlet Vazquez, MCAM-HR, is General Manager with Action Property Management, Inc., ACMC in Long Beach.

cacm.org | Vision Fall 2021

He modeled the importance of doing what you say you’re going to do. Through him, I’ve gained confidence as a manager and as a person.

Vision Fall 2021 | cacm.org

Gene Bicksler, CCAM, Owner, Bicksler & Associates

INFLUENCER PROFILE:

Gene Bicksler’s Legacy of Mentorship By Todd Greisen, CCAM

“It’s what you do, not what you say.”

– Gene Bicksler

Mention the name Gene Bicksler, and you’ll find there are many in California’s HOA industry who know him personally or have at least heard the name. I know. He’s been my mentor for over 13 years, and I’ve name-dropped him many times in conversations with peers and vendors. Gene got his start in property and community management way back in 1976 after serving in the USAF during Vietnam and finishing his education at the University of Oregon. His career path took him on a broad range of positions, including on-site and portfolio management, leading to an upper management position at a large firm. He also founded his own management companies in both California and Oregon. Early on, he was mentored by the co-founder of Community Association Institute (CAI), James Laughlin, and became a founding director in multiple chapters of California and Oregon. Along the way, his influence in the industry was felt by serving on many legal and legislative committees that helped create HOA laws we still adhere to today.

continues to be influential, even here in California. He remains active in both CACM and CAI. He continues to be involved in consulting and is frequently called on as an expert witness in cases involving HOAs and PUDs. Gene Bicksler, CCAM, knows the industry!

I watched and listened to how he managed the board, and the value of recruiting good board members. He taught me the need to be well-prepared for meetings. Most importantly, he modeled the importance of doing what you say you’re going to do. Through him, I’ve gained confidence as a manager and as a person.

GENE, THE MENTOR A well-known line from a movie says, “When the student is ready, the teacher will arrive.” Likewise, a mentor cannot always be sought out. Ultimately, they can only be found. Gene and I found each other at the right time. He hired me on a chance that I’d stick around long enough to fill a need for an on-site presence at the HOA where I still manage today. I was in the midst of finding a new career, so there was risk for he and the board that I wouldn’t last. My longevity is due in part to him.

I knew I could never equal his years of experience, but I could carry on his legacy in my own way. Over time, he and the board gained trust in me to a point that I have now filled his shoes as General Manager, following his retirement. Yet even now, I know I can reach out to him for help.

Gene delegated responsibility to me quickly. With his company office remote and my office on-site, I faced many of the in-person challenges of HOA management – but not alone. He gave me freedom to fail on occasion. But I knew I could always call, email, or text him when his advice or direction was needed.

He brought this knowledge and experience to the table as one of the individual founding members of CACM in 1991. For CACM, he’s served in many of the same ways, on committees and educational panels.

He included me in many maintenance and improvement projects, delegating some of those responsibilities to me. I attended meetings that weren’t necessarily part of my routine function. He sought my input for decisions that needed to be made with the board of directors.

Now semi-retired and living in Eugene, he

Not only did I learn through hands-on

involvement, with his encouragement I learned through my certification as a CCAM. Attending the annual CACM Law Seminars together, he’s introduced me to others in the industry that have also been influential in my career.

As Gene was mentored by an industry great, so have I.

Todd Greisen, CCAM, is General Manager of Contra Loma Estates in Antioch, California. cacm.org | Vision Fall 2021

Brenda Hendricks, CCAM, Director of Management Division, The Helsing Group, Inc., ACMC

She has seen those she has mentored move on to executive positions in their careers and truly guiding those around her to success. 44

Vision Fall 2021 | cacm.org

INFLUENCER PROFILE:

Brenda Hendricks Guides the Next Generation By Kathleen Waite, CCAM

When thinking of what makes a great association manager, you may think of things like responsiveness, attention to detail, and knowledge of associations, and all that goes into them. But, that is not the only measure. A great manager not only “knows their stuff,” they want to pass that along to those around them, whether that’s colleagues, board members, homeowners, or even other industry professionals. Brenda Hendricks, CCAM is all of those things.

of starting her work in HOAs as a board member, not just as a manager. This unique perspective helps her train other managers to have empathy with some of the frustration that is taken out on management. It also helps build confidence in her managers that they know the right approaches to take in difficult situations. She is able to straddle the line between managing her board’s expectations with her managers abilities to help everyone feel like they’re getting what they need.

This month’s Vision Magazine is featuring a few influential people in our industry and how their leadership affects others. Brenda Hendricks couldn’t be more of an influential person as both my mentor in the HOA industry as well as my mom.

In an industry with historically high manager turnover, one of the biggest challenges as a management executive or anyone leading a team of managers is employee retention. It’s not surprising that in a field where owners are increasingly hostile, argumentative, and demanding that managers can face burnout and dissatisfaction in their positions. Brenda’s influence on her team allows for her team to feel heard and understood.

I started working for her in 2010, and she helped train me through the ranks until 2018. When she sold American Management Services, Inc. to me, I took over as CEO. At that point in time, we both started new journeys. Brenda’s journey from company owner and helping train managers took off on an exponential level when she transitioned into her role at the Helsing Group as their Director of Management. This transition allowed her to help influence and train even more newcomers as well as seasoned managers. Her influence on her team is far reaching. She comes to the table with the unique experience

owner is really feeling that their life’s biggest investment (their home) is on the line or in jeopardy in their mind, and that is the frame of reference to view such interactions from. She’s a master of not taking other’s frustration personally and just getting the job done. Her influence on those she trains and manages is seen in their abilities to succeed within the industry. She has a track record, and she has seen those she has mentored move on to executive positions in their careers and truly guiding those around her to success. That to me is the true mark of influence. Can you take what you do best and have mastery of and help others thrive and do the same? The answer for Brenda is “yes, she can.”

It may be the underlaying Canadian kindness that she was born with or her background in psychiatric nursing that helps her guide her team to a place where they feel empowered to handle such tough situations. One of her key mantras is to explain to managers that when an owner is calling upset about something that is seemingly trivial, that it may not be so trivial in their minds. She’s able to reframe an owner screaming about how a bush is trimmed into the reality that the upset

Kathleen Waite, CCAM, is the owner/president of American Management Services, Inc., a boutique management company based out of the South Bay area.

cacm.org | Vision Fall 2021

As managers, we must educate and convince our boards of the importance of having strong reserve funding. Far too many boards feel it’s their duty to reduce assessments or keep them flat from year to year. It certainly is something to be proud of if that reduction was obtained by purchasing more value for less money. Far too often, however, the goal is to lower assessments while ignoring the legal requirement to collect monies “sufficient to perform [the association’s] obligations under the governing documents and [the law]” (CC 5600(a)). As managers, we can oftentimes very easily point out why operating expenses cannot be reduced providing copies of contracts, historical financial reports, or the minutes reminding the board that they just approved a large plant replacement proposal the previous month.

RESERVES: NOT A RAINY DAY FUND By Andrew Hay, CAMEx, CCAM-ND.PM 46

Vision Fall 2021 | cacm.org

When faced with the drive to keep assessments flat or reduce assessments, board members will often look to their reserve contributions to absorb the increase/provide the decrease. This is a mistake and can be quite costly to associations as they age. It is critical to the long-term success of associations that they prioritize strong reserve accounts and not view them as ‘rainy day funds.’ Our job as managers is to educate our clients on the importance of having strong reserves. Here are a few best practices to convince your boards of the importance of healthy reserve accounts along with strategies to combat against a board who does not understand or does not want to understand that their biggest assets are their reserve components.

• Remind the board of the long-term impact their short-term thinking will have. Board members are kidding themselves when they think that Mother Nature and normal wear and tear will not age components. This can be exacerbated if they also fail to maintain (those far too often go together). The bottom line, when those huge expenses come due and the roofs are leaking and/or the boilers are out, it’s too late and getting the money to repair them becomes both a crisis and a real economic burden on homeowners. The long-term costs in dealing with underfunded reserves far exceed the routine costs of reserving properly. • The primary purpose of an association is to protect, preserve, and enhance property values, and this is best done through proper reserve funding and maintenance. Nothing will hurt resale and refinance opportunities more than a special assessment or even the threat of a special assessment. Remind your boards of this early and often. While the law does not require associations to fund their reserves, those that do not reserve adequately must disclose the potential for future special assessments to replenish underfunded reserves. As responsible managers, we should be pointing this out to our boards regularly to ensure they understand the lack of funding extends beyond maintenance concerns. One of my favorite (sarcastic voice) things to hear from a board member is, “I/Most of us don’t plan to live here more than 5 years. Why should we pay our money now for future owners to benefit?” To this, I say a few things. First, as a board member they have a fiduciary duty to the association and all of its members. This duty

It should take 30 years to save up for a new roof – not three years, two failed elections, one recall attempt on the board, and multiple insurance claims and threats of lawsuits to get the job done. requires them to act in the best interest of the association without concern for how it may impact them individually, and it would seem a comment like that is exactly contrary to that duty. Second, no one knows what the future holds. As we have seen many times over, the economy is cyclical, and while you may have plans to upgrade to a bigger home soon, that is not guaranteed. Finally, reserve funding decisions are ultimately about how much risk a board wants to take, so the question becomes: would they want to put their personal financial future at stake, because it took you two to five years longer to make that upgrade than they had planned, and by the time you are ready, the association needs a paint job and has no funds to complete the project? Are they comfortable putting their neighbor’s financial future at risk using this same logic?

them flat year over year are not thinking clearly or simply don’t want to acknowledge what is really happening around them. Materials, labor, gas, and government fees are rising, and managers need to remind their clients of this fact when stressing the importance of healthy reserves. It should take 30 years to save up for a new roof – not three years, two failed elections, one recall attempt on the board, and multiple insurance claims and threats of lawsuits to get the job done. As managers, we must stress the importance of adequate reserves and take every opportunity we can to remind our boards that they have a duty to save and eventually spend money to maintain their property.

It is okay to have these conversations with your board members as it emphasizes the importance of the decisions they make and the impacts those decisions have beyond the here and now. When has anything in your life become less expensive to maintain? The cost of everything is ever increasing. Boards that think they can reduce assessments or keep

Andrew Hay, CAMEx, CCAM-ND.PM, is Vice President, Management Division of The Helsing Group, Inc.

cacm.org | Vision Fall 2021

HOW TO PUT THE HAPPY IN YOUR HOA

By Carl Weise, CAMEx, CCAM-HR.AA and Grace Paluck, CAMEx, CCAM

s community managers, we provide a wide array of management services and leadership to our communities and boards of directors. As CCAMs, we are well educated in many aspects of the CID industry. This, along with experience and work ethic, individually and collectively, allow us to provide a great, professional service to our homeowners. So why is there a relatively high level of homeowners who have a negative view of their homeowners association? Why is there a relatively high level of contempt or disregard for community managers? Could it be that most managers are extremely limited in the time that they can spend with each community? Could it also be that managers are limited in what their boards may want them to communicate to the membership? This leads us to another question, “How do you put the happy in your HOA, and what are the benefits to this?” Let’s start with the second part of that question. If the board and homeowners are “happier” about their HOA experience, how does that help? It’s clear that we all enjoy everything more if the people we encounter are more polite, respectful, open minded and friendly. Don’t we all want peace in our lives?

Vision Fall 2021 | cacm.org

The temperature of our communities has increased and therefore, we have been on the receiving end of some less than desirable attitudes from the members.

2020 and 2021 have been some of the most challenging years for society in general. It’s safe to say that the temperature of our communities has increased and therefore, we have been on the receiving end of some less than desirable attitudes from the members. Have we thought about what we can do as the paid professionals to bring a kinder, more empathetic attitude to the equation? We believe that we CAN become part of the change we’d like to see. The Management Trust believes that supporting team members is job No. 1. Along with CACM education, certification and our in-house training programs, we empower top-notch employee-owners to put the happy in their HOAs. By implementing daily huddles, we check in with managers and support staff to see what the current challenges are and what can be done. We brainstorm solutions and focus on making win-win outcomes. We also engage our teams to focus on one of our cultural values. They tell the team how they integrate these into their daily work habits. For our newer members, this helps them see our culture in action and gain a better understanding of how we walk our talk. Ultimately, by taking the time to care for our employees’ needs, they are better prepared to take care of our client’s needs. This is foundational to having happier employees and therefore, happier HOAs. One of the strongest tools in a community manager’s tool chest is communication. Communication must be open, honest, fair, and always a two-way street. Opening up this communication takes time and effort, but once it is opened, you will be able to build trust and respect within your communities.

As Employee Happiness increases, so will the number of positive homeowner interactions, therefore, Increasing the Quotient of “Happy in your HOA”

Quantity of Positive Homeowner Interactions

Employee Satisfaction/ Happiness Level HOMEOWNER AND BOARD SATISFACTION HAPPY IN YOUR HOA

Quantity of Community Mgt. Education

Time Invested Building Culture and Addressing Employee Needs EMPLOYEE SATISFACTION/HAPPINESS

You will communicate many things beyond when tree trimming is taking place or when the next meeting is being held…you can use this communication to educate your membership. You’ll be able to tell the story of WHY things are done the way they are. You will empower the membership and create positive engagement with them. To us, these are building blocks and foundations of putting the happy in your HOA.

Carl Weise, CAMEx, CCAM-HR.AA. is General Manager at K. Hovnanian’s Four Seasons at Terra Lago, a community managed by The Management Trust – California Desert, ACMC.

Grace Paluck, CAMEx, CCAM is the Division Executive Vice President at The Management Trust – California Desert, ACMC.

cacm.org | Vision Fall 2021

Thank you to our sponsors for the second quarter of 2021 (April 1 - June 30) for their generous contributions. The next time you encounter a CACM Sponsor, please join us in acknowledging the work and generosity of these supportive members.

Adco Roofing & Waterproofing Advance Construction Technology, Inc. (ACT) Advanced Election Services Angius & Terry LLP Antis Roofing & Waterproofing AquaTek Plumbing, Inc. Association Prime Powered by SouthState Bank AXOS Bank Baydaline & Jacobsen LLP Beaumont Tashjian Bellwether Election Solutions Berding l Weil LLP BluSky Restoration Contractors Boland Insurance Agency CID Insurance Programs, Inc. CINC Capital, LLC CINC Systems CIT East West Building Works Enviro Views, Inc. Epsten, APC

Vision Fall 2021 | cacm.org

Fiore Racobs & Powers a PLC FIRST ONSITE Property Restoration Gordian Staffing Heritage Bank of Commerce iMail Tracking, LLC Kelly-Moore Paint Co., Inc. Kriger Law Firm McCormick-JWC Construction & Consulting The Naumann Law Firm, PC Nabr Network Pacific Premier Bank Community Association Banking Parkwest Landscape Management Recon 360 SECURITAS Security Services USA, Inc. Socher Insurance Agency SwedelsonGottlieb TARC Construction, Inc. Vantaca Varsity Painting Whitney l Petchul

! S R E B M A LL ME

CA LLING Serve on Vision’s Editorial Advisory Committee Do you have a knack for and enjoy writing? Do you have time for a one-hour meeting a month? Then consider joining the editorial committee for Vision Magazine, published quarterly. Help shape editorial content and write articles for THE industry trade publication for the California community management industry. As a committee member you will: • Learn what’s transpiring in our industry • Showcase your gifts and receive the recognition you deserve • Positively impact the industry INTERESTED? Email Lynette Bertrand, Director of Marketing & Communications, at lbertrand@cacm.org.

Online Banking Remote Deposit • Web-Based Payment Processing • Electronic Dues Payment Option • Operating and Reserve Accounts • Local Lockbox Processing • HOA Loans • •

Your HOA Banking Specialist A Dedicated HOA Department Here For You

Give us a call today 844.489.0999 www.HeritageBankofCommerce.bank

Member FDIC cacm.org | Vision Fall 2021

, 20 September 27 A San Diego, C

Vision Fall 2021 | cacm.org

Awards

Closest to the Pin and Ladies Longest Drive

Shea Kelly, Bun & Beard Productions

Putting Contest

Lucky Lopez, Bun & Beard Productions

Lowest Score Foursome

Park West Team: Steven Staus and Jeff Ludwig from Park West, Sara Borek and Cameron Gonzalez of The Prescott Companies, An Associa Company

Shea Kelly

Highest Score Foursome

Kriger Law Firm Team: Garrett Wait of Kriger Law Firm and Larry Perna, CCAM, Chris Constantinou, CCAM, and Jorge Nunez, of Castle Breckenridge Management

Men’s Longest Drive

Kevin Rogers, Delphi Law Group, LLP

Lowest Score Foursome

Thank You Sponsors Closest to Pin Sponsor

All County Environmental & Restoration

Welcome Beverage Sponsor Payne Pest Management

Golf Cart Sponsor Berding l Weil LLP

Adult Beverage Tee Box Sponsors BluSky Restoration Contractors The Inspectors of Elections Pro-Tech Painting Company Roy Palacios Insurance Agency, Inc.

Pin Flag Sponsor

The Judge Law Firm

Swag Bag Sponsor

Longest Drive Sponsor (Ladies) Chapman & Intrieri, LLP

Longest Drive Sponsor (Men’s) Rayco Exteriors

Tee Box Sponsors

Angius & Terry LLP Aztec Landscaping, Inc. Brightview Landscape Services EmpireWorks Reconstruction Superior Roofing Co. Westcoat Specialty Coating Systems

Registration Table Sponsor Dunn-Edwards Paints

Putting Contest Sponsor PrimeCo

Kriger Law Firm

cacm.org | Vision Fall 2021

YOUR NEXT GREAT EMPLOYEE COULD BE AN

intern D

id you know that some of the world’s most successful people started out as interns?

It’s hard to believe that goliaths such as Steven Spielberg, Tom Hanks, Oprah Winfrey, Bill Gates, Dennis Muilenburg (Boeing CEO), Mary Barra (General Motors CEO), Roger Goodell (NFL Commissioner), and Journalists including Brian Williams and Anderson Cooper all got a humble start as interns. But they did. So maybe your next superstar employee could be an intern, too. An internship is a student’s introduction to the working world before arriving. It allows them to get a taste for a potential future career or job. It also allows them to start putting some of those newfound college skills to use. Interns shouldn’t be delegated the tasks no one else wants to do or has the time to do. That doesn’t help them or you in the long term. They need to offer meaningful contributions – not just fetch coffee or make copies. For management companies, a tried and true internship program can be the funnel to a new talent and candidate pool. They also can offer a fresh perspective and new ideas for your business. But to benefit from interns and see a real return on investment, you must see them not as free or low-paid workers, but rather as potential new hires and, who knows, even your next executive leader. You need to approach interns as a long-term investment and create a job description, growth plan, and assign a person or team to manage the program.

Vision Fall 2021 | cacm.org

· Determine positions within your company that blend a learning opportunity and work that you need done. · Train and support your team who will work beside and mentor the interns. · Manage their performance (including feedback), pay and time keeping for the interns. Interns should be treated as employees – provided with a taste not only of the jobs or careers but of the company culture. Remember, these could be your future employees. Giving them a good impression is important. Time must be allotted to recruitment as well, working with schools that offer academic programs that serve as potential funnels for our industry. Programs like the new certificate in Community Association Management being offered through California State University, Fullerton, are a great way to recruit interns. But you can also work with colleges and universities to target students in real estate, hospitality, business management, facility management, insurance, risk management, organizational management, or organizational behavior. Work

with schools to publicize and post your internship and a call for applications. To attract quality candidates, your company must provide real-world experience, be fun and deliver a paycheck. Why not provide networking opportunities for them? Allow them to participate in vendor events, tag along to site visits and sit in on board meetings. Invite them to industry social events or team-building activities. Invite them to sit in on brainstorming sessions and encourage them to provide input in meetings. If your goal is to hire from your intern pool, make that clear from the beginning and let interns know that a job offer will be made should they determine that the candidate is fit for the job. Interns can be a great advertising tool, so even if they decide not to stay on with your company, make sure to get their feedback. According to the 2021 Internship and Co-Op Survey Report from the National Association of Colleges and Employers, conversion rates for class of 2020 interns was 66.4 percent, and was significantly higher than in the past. The report also noted that 60 percent of interns spent the bulk of their time on analytical/problem-solving

You need to approach interns as a long-term investment and create a job description, growth plan and assign a person or team to manage the program. work and performing project management duties. Planned social activities and paid holidays are the most commonly offered benefits. In today’s tough job market, companies looking to hire need a multi-faceted approach to finding their next employees. It’s no longer enough to post an opening on various job sites or social media platforms and expect the right person to drop into your lap. A more proactive recruitment approach is necessary. Networking events, career or job fairs, and internships – all offer more opportunities to land your next super star. If nothing else, the experience can also help put the community management industry on their radar.

cacm.org | Vision Fall 2021

CACM Offers Private Course Options* CACM makes every effort to offer a variety of courses each year, but we recognize that our schedule may not always mesh with your schedule. That’s why we offer both individual managers and management firms an alternative

MANAGERS If there is a particular CACM course you would like to attend, yet there are no convenient dates or the course is full, you may join a wait list for the course. Once CACM has received the minimum number of required community managers for a particular course, the course will be scheduled and you will be notified. Make your course request here.

way to take the courses they need. These options are ideal for managers and management companies looking to customize their education plans. Gather a group of colleagues or staff members in need of the same course,

MANAGEMENT BUSINESSES CACM helps management businesses save time and money through the Private Offering program. You supply the students and CACM will supply the course materials and instructor. In addition, these offerings yield a 15 percent registration discount for CACM manager members of CACM Business and BusinessPlus members.

make your request, and CACM will schedule the virtual course online. *All CACM courses are being held virtually at this time. 56

Vision Fall 2021 | cacm.org

Download CACMs Private Offering Policy or contact education@cacm.org for more information.

Course Calendar

upcoming courses

CACM’s Education and Credentialing Team has transitioned all educational courses to an online platform through December 2021. Please contact a member of the Education team for further details and schedule.

THE BASICS OF ASSOCIATION MANAGEMENT Zoom

Session 2 of 8 October 20 9:00 AM - 11:00 AM

Session 6 of 8 October 28 9:00 AM - 11:00 AM

Session 3 of 8 October 21 9:00 AM - 11:00 AM

Session 7 of 8 November 2 9:00 AM - 11:00 AM

Session 1 of 8 November 16 9:00 AM - 11:00 AM

Session 5 of 8 December 7 9:00 AM - 11:00 AM

Session 4 of 8 October 26 9:00 AM - 11:00 AM

Session 8 of 8 November 3 9:00 AM - 11:00 AM

Session 2 of 8 November 17 9:00 AM - 11:00 AM

Session 6 of 8 December 8 9:00 AM - 11:00 AM

Session 3 of 8 November 30 9:00 AM - 11:00 AM

Session 7 of 8 December 14 9:00 AM - 11:00 AM

Session 4 of 8 December 1 9:00 AM - 11:00 AM

Session 8 of 8 December 15 9:00 AM - 11:00 AM

Session 1 of 2 October 20 1:00 PM - 3:00 PM

Session 2 of 2 October 21 1:00 PM - 3:00 PM

HUMAN RESOURCE MANAGEMENT Session 1 of 3 October 22 9:30 AM - 12:00 PM

CALIFORNIA LAW SERIES Zoom

RISK MANAGEMENT Zoom

Zoom

‘‘

Sue D. Tuttle, CCAM The Emmons Company Thousand Oaks, Calif.

Session 2 of 2 November 10 9:00 AM - 11:00 AM

Session 1 of 2 November 9 9:00 AM - 11:00 AM

Session 5 of 8 October 27 9:00 AM - 11:00 AM

Zoom

‘‘

Zoom

Session 1 of 8 October 19 9:00 AM - 11:00 AM

BUDGETING

I’m really happy to have these online options, especially now. Thank you!!!

ASSESSMENT COLLECTIONS

Session 3 of 3 November 5 9:30 AM - 12:00 PM

Session 2 of 3 October 29 9:30 AM - 12:00 PM

ADVANCED INSURANCE PRINCIPLES Zoom

One session only November 4 9:00 AM - 12:00 PM

Session 1 of 2 December 2 9:00 AM - 11:00 AM

Session 2 of 2 December 3 9:00 AM - 11:00 AM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS Zoom

Session 1 of 2 December 16 9:00 AM - 11:00 AM

Session 2 of 2 December 16 1:00 PM - 3:00 PM

ADVANCED ETHICS: LEADERSHIP & DECISION MAKING Zoom

Session 1 of 2 December 16 9:00 AM - 11:00 AM

cacm.org | Vision Fall 2021

Session 2 of 2 December 16 1:00 PM - 3:00 PM

Vision Fall 2021 | cacm.org

Vision Magazine Fall 2021

Articles inside

Brenda Hendricks Guides the Next Generation

Gene Bicksler's Legacy of Mentorship

Marianne Simek Says Find Balance, Find Success

INFLATION AHEAD

Want To Install EV Charging Stations?

Chapman Economist Forecasts Higher Inflation and Interest Rates

Are Your Management Fees Going Up?

HOW TO PUT THE HAPPY IN YOUR HOA

Your Next Great Employee Could Be An Intern

Several CID bills headed to governor for signing

New Individual Manager & Management Company Members

New Industry Partner Members

Nominations Are Open for the 2022 Vision Awards!

Congratulations Managers

CACM Brings Certification Courses to California State University, Fullerton

From the Roundtable

Members in the News

President’s Message