Vision Magazine Spring 2021

Vision S PR I N G 2 0 2 1

22

LOOKING BACK ON 30 YEARS OF CACM

28

LOOKING FORWARD: WHAT THE NEXT GENERATION BRINGS

36

THE VOICE OF THE CALIFORNIA COMMUNITY MANAGEMENT INDUSTRY

LINKING IN: MAKE THE MOST OF YOUR SOCIAL NET

Vision Spring 2021 • Vol. 30, no. 1

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President & CEO | Thomas Freeley

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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

877.404.2008

Tabor Lewis EmpireWorks Reconstruction Kathleen Waite, CCAM American Management Services, Inc.

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Vision magazine is released digitally by CACM four times annually to members, industry partners and supporters of the California Association of Community Managers.

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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.

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ADA & DFEH Compliance CC&R & Bylaw Amendments Architectural Matters Contracts & Insurance Elections & Recalls Employment Law Legal Opinions

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Timely Status Reports Responsive Paralegals Collectibility Analysis Judicial or Non-Judicial Foreclosures • Money Judgment Lawsuits • Small Claims Assistance • Post Judgment Recovery

Vision Spring 2021 | cacm.org

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in this issue features

on the cover CACM turns 30 in 2021. We look back at the early days and highlight the major milestones of the last three decades.

13

OMNI COMMUNITY MANAGEMENT ACHIEVES ACMC

20

UPDATES FROM OUR EDUCATION TEAM

22 25

34

news bits 6

You Said It

19

Congratulations Managers

21

New Individual Manager and Management Company Members

26

California Legislative Update

44

New Industry Partners

48

Thank You Sponsors

39

28

departments 5

President’s Message

18

From the Roundtable

32

In the Boardroom

55

Course Calendar

34 36

Members in the News

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28

40 42 45 47 50

CACM TURNS THE BIG 3-0

By Lynette Bertrand, Communications Manager, CACM FORMER CEO LOOKS BACK ON CACM

By Karen Conlon, MCAM THE NEXT GENERATION: WHAT DO TOMORROW’S MANAGERS AND HOMEOWNERS LOOK LIKE?

By Scott Swinton MAKING THE DIGITAL TRANSITION: FROM PAPER TO PIXELS

By Hamlet Vazquez, MCAM-HR LINKEDIN: MASTERING THIS PROFESSIONAL NETWORK

By Emily Yost, Director of Marketing and Communication, CACM AVIDXCHANGE AND CACM PARTNER TO EDUCATE MEMBERS YOU GOT THIS: TRUST YOUR EDUCATION AND INSTINCTS

By Kathleen Waite, CCAM BE THE EXPERT: GAINING YOUR BOARD’S CONFIDENCE

By Andrew Hay, CAMEx, CCAM-ND. PM CONSISTENCY: THE ANSWER IN UNRELENTING CHAOS

By Frank Jauregui, CCAM THE MANAGEMENT TRUST: MAKING A DIFFERENCE IN THE DESERT

By Lynette Bertrand, Communications Manager, CACM NORTHERN & SOUTHERN CALIFORNIA LAW SEMINARS IN CMWORLDTM

50 cacm.org | Vision Spring 2021

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Vision Spring 2021 | cacm.org

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

president’s message I

want to welcome you all to 2021! What differences a year makes. But we made it! We worked together and accomplished what we thought last year was the impossible. Well, we put our best foot forward, and you did too, and together we

explored the virtual world we call CMworldTM. Now, this virtual world was no easy task to get up and running. It required extensive work just to build it. Then it required even more extensive work getting you all trained on how to walk and talk in the world. But I can say that even the skeptical found it advantageous. We received so many positive statements from managers and industry partners. Someone even found the virtual pot of gold under the rainbow at the SoCal Law Seminar!

But, when it’s all said and done, our primary goal is to identify and implement ways that provide you ALL an opportunity to engage together. We had well over 1,000 people attend both Law Seminars in the virtual platform. Putting aside some technical challenges, I think we accomplished the goal of engagement. Now we look forward to the next opportunity for engagement.

Virtual Platforms vs. In-Person Events There are a lot of differing opinions and discussions on how and when to come back to live events. We all hear and read the same reports. After all, this is a worldwide pandemic. But there is no better way to have an intimate conversation, to get to know your colleague or one of the amazing industry partners ready to help you, than in-person. So, we pivot again.

While we will continue to offer classes, courses and training inside the virtual platform, we are also starting to plan in-person events, which take months of planning. Our first in-person event is the Executive Leadership Summit being held in May at the Loews Coronado Resort. This event is being planned with all the respective guidelines and restrictions in place now and at the time of the event. We are also planning on a couple of one-day expo events that will include morning education, lunch, followed by an in-person Expo Hall, and ending the day with a networking event that will include a casual Vision Awards ceremony.

Look, it’s been a tough 2020 and start to 2021, for everyone. We know that! We want to help in any and every way we can. If you have a specific need or require special assistance, please share it with us. If you have an idea to help keep everyone engaged, share it with us!

We are striving to come back bigger and better than years past. Together, nothing can hold us down or stop us from working together. We’re here for you.

I look forward to seeing you, literally, in the coming months. Until then, chin up and keep moving forward.

Thomas Freeley, CAMEx, CCAM, President & CEO

cacm.org | Vision Spring 2021

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members in the news

Harvest Hires Max Moreno Harvest Landscape recently welcomed Orange County’s only Certified Expert Water Manager, Max Moreno, as Director of Water Management. Moreno is

responsible for overseeing the Water Management Division and various water conservation initiatives throughout Harvest Landscape. Moreno has managed high-level projects in Southern California for over 15 years. He is a certified Water Manager Expert through the California Landscape Contractors Association and holds additional certifications as a Certified Landscape Irrigation Auditor and Qualified Water Efficient Landscaper. Steven Schinhofen, CEO, shared, “Max is an expert in his field. Conservation and sustainability are at the core of everything we do here

Angelo Termite Turns 45

Laura Ravazza Joins Associa Associa Northern California has hired Laura Ravazza, CCAM-PM as its Vice President of Client Success. Ravazza has worked in the industry for over a decade, most recently at Homeowners Management Company. Ravazza serves on the board of directors for CAI’s Bay Area and Central California Chapter, is the public relations chair for the California Legislative Action Committee and a delegate at large for the local Legislative Support Committee chapter. She’s been recognized with community management awards and nominations from CAI and CACM and been a speaker at law conferences by both.

“Associa Northern California is committed to providing outstanding customer service and unparalleled management services,” said Kelly Zibell, Associa Northern California President. “Adding Laura to

at Harvest Landscape. Max’s addition ensures continued progress towards water conservation and preservation of our most precious resource.” Before joining Harvest Landscape, Moreno was Director of Water Conservation for Bemus Landscape, where he managed the Irrigation Division. Additionally, he held the title of Process Engineer, which included the implementation of company-wide web-applications. He has a background in computer sciences and horticulture with an emphasis on irrigation and water management.

our team is an extension of that dedication. Her extensive industry experience, passion for building strong community relationships, and devotion to working with all industry stakeholders to better the communities she serves makes her the perfect candidate to help lead our branch as the Vice President of Client Success.”

Congratulations to termite and construction company Angelo Termite on turning 45 this year. Tony Angelo started Angelo Termite and Construction in 1976 and the Irvine-based company has become Orange County’s go-to contractor for protecting infrastructure from pests, water damage and mold. The company is certified by the California Department of Real Estate to instruct a course on knowing the condition of your properties, and has completed more than 5,000 projects over its more than four decade history.

Jason Adams Makes Super Lawyers List for LA Congratulations to Jason M. Adams, Esq., of Gibbs Giden Locher Turner Senet & Wittbrodt LLP, for making the list of top-rated construction litigation lawyers in Los Angeles. Adams has made the Super Lawyers list for the past three years. According to Super Lawyers, this is a peer designation that’s awarded only to a select number of accomplished attorneys in each state. The Super Lawyers selection process takes into account peer recognition, professional achievement in legal practice and other cogent factors. For more information, go here.

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Vision Spring 2021 | cacm.org

members in the news TMT Appoints New COO and Southern California Division President

HMC and Next Step Community Management Merge

In anticipation of future growth, The Management Trust recently created a new position of Chief Operating Officer and named a new President of its largest division. Christina Gano, CAMEx, CCAM, was named Chief Operating Officer.

She joined The Management Trust in 2016 as President of its Southern California Division and has 16 years of management, technology and real estate experience.

As the Management Trust’s COO, Gano is tasked with building a stronger bridge between the company’s headquarters and its divisions by supporting efficient operations and staff development, building out processes, and applying tools and services to driving growth and increasing the company’s value for its employee owners. She is a graduate of Chapman University. Replacing Gano as President of the Management Trust’s Southern California Division is Damon Jawitz, who began his career overseeing the 80 offices of his family’s real estate firm in South Africa. He joined the company in 2011 as its Arizona Division Director, then became its Colorado Division President. He has served on several HOA boards of directors and understands the different perspectives of owners, board members and management companies. Tustin-based The Management Trust manages more than 1,400 communities in California, Washington, Oregon, Arizona, Nevada and Colorado.

In January, Homeowners Management Company, LLC and Next Step Community Management, LLC merged in a deal they said would result in greater efficiencies and significantly increase their Northern California market shares. The new company is operating under the name of Homeowners Management Company, LLC, and Joseph Price, previously President of Next Step, is heading the merged company. Jason Brown, former President of HMC, is retiring.

The new company will “continue to deliver tailored financial, administrative and operational management to common interest developments and homeowners associations and will allow Next Step Community Management to use HMC’s existing infrastructure and brand recognition to leverage and provide streamlined efficiencies,” according to a press release. In other news, Jen Arensberg, CCAM-HR, recently re-joined HMC as Senior Community Manager. She worked for the company in the past.

TMT Makes Corporate Commitment to USO

The Management Trust has selected The USO as its Trust-Wide Philanthropic Partner and volunteers are now stepping forward throughout its nine divisions to support the USO’s dedication to America’s service members and their families. Concurrently, The Management Trust’s Chairman and Chief Executive Officer, Bill Sasser, was named to the USO’s West Region Board of Directors, which covers nine western states, and California Desert Division Executive Vice President Grace Paluck was named to the Board of Directors of the USO’s Bob Hope Chapter, which serves military men and women in four Southern California counties. The non-profit USO, founded in 1941, is dedicated to strengthening America’s military

by annually keeping millions of service members and their families connected to family, home and country. “Members of the military serve out of sense of duty and honor, so it should be our duty, our honor, to give back to them,” Sasser said. “We made this philanthropic commitment because of Grace’s passion for the USO. Thanks to her, we are now building a volunteer network in our offices throughout the Western United States to join Grace in supporting our troops and their selfless service to our country.” For seven years, Paluck and co-workers in The Management Trust’s California Desert Division have spearheaded a fundraising dinner and auction that has grown to become one of the USO’s largest fund-raisers.

cacm.org | Vision Spring 2021

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members in the news Antis CEO Named to OCBJ’s Most Influential List

Arborwell Expands Service Region Arborwell recently expanded its service region to Portland, Oregon. The company offers tree pruning and management, tree removal and replacement, tree wellness and plant health care, storm damage prevention and clean up, budgets and plans and consulting to apartment, commercial retail, commercial office/industrial, HOA and estates.

Charles Antis, Founder and CEO of Antis Roofing, made the 2020 Orange County Business Journal’s list of most influential people. The news organization publishes its OC 500 Directory of Influence every year highlighting the 500 most notable individuals in the business community over the last 12 months. OCBJ mentioned Antis’s community involvement and philanthropic efforts with several organizations including United to End Homelessness, Orange County Ronald McDonald House, American Red Cross and Habitat for Humanity. Last year, he also brought food to frontline workers and first responders through the California Love Drop initiative.

Charles Antis

Tara Radley Becomes Firm Partner Tara Radley, Esq. has become Firm Partner at Beaumont Tashjian as of January 1, 2021.

Radley has been an attorney at the firm for nearly a decade. Since joining, she has devoted her time to the firm’s litigation department as well as providing general counsel services to the firm’s clients. Radley oversees the firm’s litigation practice, with particular experience in law and motion, including obtaining and defending various types of restraining orders and preliminary injunctions, mediations and appeals.

Her general counsel services include

contract review and negotiations, conflict resolution, disciplinary and compliance matters, preparation of, amendment to and guidance on governing documents and conducting stock cooperative transfers. She holds a Bachelor of Arts degree in Media Studies from Ithaca College in Ithaca, New York. She obtained her Juris Doctorate from Southwestern University School of Law in Los Angeles, California. She was admitted to the State Bar of California and the United States District Court for the Central District of California in 2010.

AWT Welcomes Wendy Benner Wendy Benner has joined the AWT Inc. team as Vice President of Client Relations. She comes to AWT with a lifetime of experience in the multifamily arena, having been raised in a family owned HOA management company and serving as a Senior Manager before transitioning into the general contracting world over 15 years ago. Benner has spent the majority of her career working with homeowners associations. She specializes in occupied housing construction work, in both the HOA and apartment space. Benner has collaborated with crews and clients on everything from maintenance work to incredibly detailed construction defect cases, settlement and reconstruction oversight. She has drafted OSHA policies and procedures, as well as acted as an in-house safety inspector. In the last several years, her focus has included in-depth knowledge of paint systems, product application and she has become a coatings specialist.

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Vision Spring 2021 | cacm.org

members in the news OC Register Names Seabreeze Top Workplace

Congratulations Anthony Mazza CACM wishes to congratulate Anthony Mazza, who was promoted in December to Vice President, Community Management, at FirstService Residential California.

Mazza has a long history with the company, dating back to 2010 when he started there as a community manager. He worked his way up the ladder becoming Senior Community Manager, District Manager, Regional Manager and Regional Director before his latest promotion. Way to go!

Congratulations to Seabreeze Management Company for being named a top workplace in 2020 by The Orange County Register.

Seabreeze has received this honor for four years in a row in the midsize company category! See the full list of honorees here.

Congratulations Kimberley Flickner CACM also wishes to congratulate Kimberley Flickner, CCAM-PM, on her recent promotion to Vice President of Operations at Bay Area Property Services in Walnut Creek, where she’s worked for six years.

Powerstone Promotions Powerstone Property Management, ACMC recently promoted three managers within its ranks: Zana

Zana Feenstra

Feenstra to Director of Community Management,

OMNI Community Management Welcomes Cindy Ihrig OMNI Community Management, LLC recently welcomed Cindy Ihrig, CCAM, to its Fair Oaks office. Ihrig relocated from the Bay Area to Sacramento and joined the OMNI team in November 2020. Welcome Cindy!

Victoria Gish to Senior Community Manager, and Kelly MacInnis to Senior

Victoria Gish

Community Manager.

Congratulations to all!

Precision Painting Brings Fitzgerald Aboard Mike Fitzgerald is the new Business Development Director at Precision Painting and Reconstruction. He’s worked in the industry for several years with companies including Tinnelly Law Group and James LeCourt Plumbing.

Kelly MacInnis

Lori Gilbert Joins Rayco Exteriors Lori Gilbert is the new Senior Business Development Manager at Rayco Exteriors.

She joined the company at the start of the year and will serve the Southern California region. Gilbert previously worked at PrimeCo. “I appreciate everyone in the HOA world who have continued to give me such beautiful opportunities to keep growing in this industry and who have also become as close as family to me,” she said on LinkedIn. cacm.org | Vision Spring 2021

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members in the news Pacific Premier Bank Hires Amy Ostwinkle

Crummack Huseby Welcomes Lisa Todd

Pacific Premier’s HOA & Property Management lending team recently welcomed Amy Ostwinkle as Vice President/Senior Relationship Manager - HOA Lending. Ostwinkle comes to the company with over 25 years of HOA lending experience. She has dedicated her career to developing innovative solutions to help meet the unique needs of HOA and community association clients. Ostwinkle began her finance career in 1993, when she owned and operated a mid-range accounting firm that had a special focus on supporting community associations.

She has worked directly with industryspecific software companies to train and broaden the scope of financial technology knowledge to community management

Crummack Huseby Property Management recently welcomed Lisa Todd as the new Recreation Director of Baker Ranch community. She comes to Baker Ranch with over 10 years of experience in corporate event planning which includes creating and managing innovative customer engagement opportunities, managing vendor relationships, and client communications. She’s passionate about philanthropy and community engagement with local businesses and is excited to put her skills to work.

companies in the Greater Southwest. She spent many years specializing in banking technology and accounting processes for community associations. She comes to Pacific Premier from a large community association bank, where she served for 12 years as a Senior Vice President.

Marcello Lara Forms Accounting Firm

Marcello Lara, CPA has established Lara Accountancy Group, Inc. “My company is growing and I am incorporating effective Jan. 1, 2021,” said Lara. The company has a new logo.

Industry Veteran, EBMC Founder Passes Away Eugene J. Burger, known as Gene to his friends and family, and the founder of Eugene Burger Management Corporation, passed away Feb. 18. He was 87. Burger established the company along with partner Theodore Barcelon, under the name Barcelon-Burger Management Corporation in 1968. In 1979 the partners decided to divide up the company and Burger retained the original charter along with 35 employees and 50 properties. Over the years, his company has acquired a number of small management companies. It has 12 offices today in California and Nevada, and his family leads the company including wife Shirley, daughter-in-law Lori, and son Stephen, who serves as company president. An obituary published in the Journal of Property Management noted that Burger passed away at home surrounded by family after bravely fighting COVID-19. To read more about his legacy, go here.

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Vision Spring 2021 | cacm.org

members in the news Jennifer Scantlen Promoted Community One Property Management recently promoted Jennifer Scantlen to Community Manager. Formerly the office Administrative Assistant, she quickly became a vital member of

CACM Elects New Board for 2021 On behalf of the Board of Directors and CACM, please join us in recognizing the newly elected members of our Board of Directors:

the company and is now managing

Bonnie Basham, CACM, CAFM, Basham Management

several communities in the Bay Area.

Scantlen is also working on achieving her community manager certification with CACM. Community One Property Management, which serves homeowners associations in the Bay Area and Central Valley, also recently added communities to its portfolio in Newark and Tiburon.

Edward Szaky, CAMEx, CCAM, Matrix Association Management

Eric Kazakoff, CAMEx, CCAM, Canyon Lake Property Owners Association

Roseman Law Celebrates 25 Years Roseman Law, APC recently celebrated 25 years of legal service to the industry. To mark the milestone, the firm organized 25 days of giving and partnered with more than 10 charities. “We understand

Frank Alioto, CAMEx, CCAM, Community Management Services

that the pandemic has brought an enormous amount of hardship to our communities,” said Steven Roseman, Managing Partner and Founder of Roseman Law, APC. “We hope that through these charitable contributions we are able to aid with the health, vibrancy and sustainability of our communities.” The firm, headquartered in Woodland Hills, has grown to 19 employees and 4 offices through its quarter-of-a-century history.

A New Baby

Stacy Gerowitz, CAMEx, CCAM, Century Hill Association

Congratulations to the new parents.

Cang Le, Esq., Partner in Angius & Terry LLP and his wife welcomed a baby girl, Alora, to the family earlier this year. She’s the third daughter for the couple.

cacm.org | Vision Spring 2021

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IN-PERSON EVENT

Executive Leadership Summit Loews Coronado Bay Resort Coronado, CA May 20 - 21, 2021 A MUST-ATTEND FOR MANAGEMENT COMPANY DECISION MAKERS This exclusive event is designed for management company decision makers. The collaborative atmosphere provides executives with the freedom to discuss challenging issues in an effort to find creative and collective solutions for the future of our industry.

Be part of rich conversations among peers who are committed to defining the future of our industry. Share, brainstorm and collaborate in an innovative and thought-provoking setting, while developing valuable new connections.

Let’s work together to shape, define and drive our industry forward!

CLICK HERE TO REGISTER

HOTEL INFORMATION

Perched on its own 15-acre peninsula, Loews Coronado Bay is a private oasis of tranquility near San Diego. This Coronado hotel offers views of the shimmering bay waters and the San Diego skyline. Boasting 440 luxury guestrooms including 40 plush suites, the hotel offers three heated pools, hot tub spa and dry sauna, in addition to a spa offering signature treatments, therapies and products.

Premier Sponsors

THANK YOU SPONSORS

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Vision Spring 2021 | cacm.org

Executive Sponsors

Group Rate: $249 (room block expires on April 19)

OMNI Community Management, LLC

Achieves ACMC

N

orthern California’s OMNI Community Management, LLC, ACMC, serving the East Bay area and Sacramento Valley regions, has achieved California Association of Community Managers’ (CACM) highest designation available for California community management companies – Accredited Community Management Company (ACMC). Accreditation as an ACMC demonstrates that a management company adheres to the highest state-specific standards for professional business practices when managing associations.

CEO Rolf Crocker, an industry veteran with 33 years in the community management field, has led the company since 2015 when he purchased OMNI from founder Susan Oliver. He’s spearheaded the company through growth including the acquisition of Association Communications, Inc. (ACI) in April 2018. ACI CEO Caroline McCormick, like Crocker, values education and certification. Her company had obtained the ACMC designation, and along with Crocker she worked to achieve this designation for OMNI Community Management.

ACMC management companies meet strict risk management, education and insurance requirements which include:

“Trust, team, transparency—these are our values,” Crocker said. “And education is key. I enjoy teaching and seeing other people get ahead in their careers, have those ‘Aha’ moments and go off and do great things.”

ADHERING to accounting standards for risk management practices and internal financial controls.

“We’re not perfect, but we try to do the right thing, every day.”

SUBMITTING to and passing an independent CPA review that demonstrates compliance with best practices.

ENSURING community managers on staff obtain and maintain the Certified Community Association Managers (CCAM) or the Certified Association Financial Manager (CAFM) certification.

MAINTAINING a higher level of insurance coverage to protect the interests of the HOA clients, including general liability, fidelity insurance, errors and omission, and workers’ compensation.

In addition, the ACMC designation must be renewed every five years.

OMNI Community Management, LLC (www. omnicommunities.com) has been in business since 1996 and employs a staff of 45 servicing nearly 100 communities representing 12,000 doors across the greater Sacramento and Bay Area regions, in addition to servicing San Diego County and several communities in Nevada.

OMNI Community Management has 16 managers who have obtained their CCAM (Certified Community Association Manager) credentials and three employees have their CAFM (Community Association Financial Manager) credentials. Two other employees are in the process of obtaining their CCAM. In addition to investing in employee education and certification, OMNI Community Management also holds an annual seminar for association board members to educate clients.

OMNI Community Management was awarded CACM’s Vision Award in 2020 for Inspirational Culture.

“The main thing for us is trying to make a difference,” Crocker added. “We’re not perfect, but we try to do the right thing, every day.”

“Rolf Crocker understands the importance of education in today’s competitive marketplace,” said Judy Levinsohn, Director of Education & Credentialing for CACM. “We commend him for taking a leadership role in ensuring that his staff are up to date on the latest laws and issues around California CIDs. His business is growing rapidly and there’s no doubt that encouraging professional development at his company has a lot to do with that trend. We congratulate him and his staff on achieving ACMC.”

cacm.org | Vision Spring 2021

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you said it!

LETTERS TO THE EDITOR ABOUT WINTER 2020 ISSUE Fantastic publication!

Combination of my college publication with glimpses of what fellow students are doing now and practical current information. Great job!

— Caroline McCormick, CAMEx, CCAM OMNI Community Management, LLC Loved those opening sentences!

— Declan Joyce of EZOPS Inc. The issue looks great!

— Dean Jackson, CCAM-HR Great read!! Thank you!

— Laura Ravazza, CCAM-PM of Homeowners Management Company

Please accept our sincere appreciation CACM, John Cligny AMS PCAM CCAM-HR and Debbie Griffiths for the outstanding education presentation. On behalf of the Associa PCM team - thank you for your time and effort. It is much appreciated. #training #hoa #ethics #greatpresentation #associa #associaPCM #professionalcommunitymanagement #education #CACM — Matthew Williams, President/COO at Associa PCM regarding a recent private offering for Associa PCM team members

This was my first Law Seminar.

I didn’t know what to expect, especially being virtual, but all went well and I learned a lot.

— Jacqui Galvez Vasquez, Community of Harbor Bay Isle

Vision Spring 2021 | cacm.org

x

— ProTec Building Service s

x

x

SCLSE21 was a great experience, [CACM staff] did such a great job of guiding us through the virtual world. I loved it! I never thought I would attend a seminar in the comfort and safety of my home.

— Yolanda Warshaw, PHR, SHRMCP, CCAM

Thank you for the informative and creative conference. Under such constraints, I thought it actually worked pretty well.

Many thanks for all your efforts, as I know it wasn’t easy!

— Sonja Bachus, CCAM

Some have said that CACM’s CMWorld is reminiscent of “The Sims” video game. …CMWorld is unique and impressive.

A year ago, would anyone have ever thought we would be creating our own avatar to walk around a virtual conference center chatting with each other as if we were standing in front of our Expo Hall booth in the Disneyland Convention Center!?!

EDUCATION Looking forward to teaching Sessions 5 and 6 of the CACM High-Rise Community Management course today…

SoCal HOA Pros — feeling excited in Downtown Los Angeles.

Robert L. Smith Jr., CCAM-HR

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Andy Henley teaching us all how to properly we ar our masks and stay saf e.

NCLSE21 & SCLSE21 Feedback

Thank you CACM… #stayinformed #staycurrent — Henry Romero, CCAM

RESPONSES TO MYCOMMUNITY NEWSLETTER I have to say that I absolutely love this message!!!! Let’s knock in those doors!!!

— Kathleen Wright, CCAM-PM, North Coast Village HOA in response to the January 2021 issue of myCommunity E-newsletter

HOW TO WEAR A MASK

Nothing beats in-person, face-to-face communication, but CMWorld certainly comes close! Our firm is excited to see all of our friends and meet some new people at this year’s Law Seminar and Expo at Booth B11 in the virtual Expo Hall.

— Epsten, APC

— Amber Hartman I had my doubts . . . but you guys hit it out of the park . . . a walk-off grand slam!!

— Edwin J. Vitrano, CCAM Outdoor Resort Palm Springs

The CACM team performed wonderfully in an otherwise unknown environment with calmness that bred patience.

That is leadership; the missing character trait that’s currently missing in action. Keep up the good work.

— Dan James, CCAM

Thank you so much. I really enjoyed the course today, both the virtual experience and the course content. Thank you for continuing to provide these educational opportunities for us!

— Lauren Cassis of AppFolio Sponsor of Ethics Mastery Course (Pre-NCLSE21 Course)

you said it!

Feedback CMworld puts CACM on the cutting edge of educational opportunities for property managers and CID partners. My highest praise goes to the decision for their foresight to add CMworld to the organization’s meeting and training capacity. I also greatly admire your courage to take on the learning curve necessary to get this up and running, to overcome inevitable detours (education never goes in a straight line!) and unexpected delays, along with the equally inevitable doubters and naysayers. Your enthusiasm -- all of you in the CACM offices! -- to bring us into this new world and help us be comfortable and happy will surely lead us to greater successes in our community services.

— Brian Didier, CCAM, Executive House HOA

CMworld is the next best thing to being in class in person. So fun! And…to be honest, I kind of like CMworld even better because I don’t have to drive far from home/work!

— Roseanne Zemming, CCAM, The Cannon Management Company

CACM’s CMworld is a truly amazing experience.

Here is my avatar waiting for YOU in our Advance Construction Technology (ACT) Booth C-34! Come on down! #ACTteam #ACTconstruction #ACTamazing — Lisa Esposito, Advance Construction Technoogy (ACT)

I appreciate everything that CACM has done for its members this year. I can only imagine how much work went into creating the CM World. I’ve been to one demonstration of it and I was very pleasantly surprised at how immersive and “personal” it was. I’m looking forward to the Open House, and the Law Seminar (I’m already signed up!).

— Lisa C. Terry, CCAM, Total Property Management, Inc.

Everyone did an outstanding job the past two days. Well done.

— John Dennis, CCAM Lake Forest Keys

I enjoyed the CACM Legal Seminar & Expo!

That CMWorld is something else!

— Robert Griswold, CCAM, Griswold Real Estate Management

I am VERY impressed with the amazing job CACM has done on the CMworld. It is a great tool and lots of fun!

— Marla Miller, CCAM, Niguel Shores Community Association

We want to thank CACM for investing so much time and energy to the virtual platform!

— Gina Phillips, Arborwell

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you said it!

Just ran through CMworld and boy was that fun! Meet me on the Rooftop where we can head bang together! #CACM #cmworld #Legalforum #themanagementtrust —Laurel Sylvanus, Regional Manager at The Management Trust

Plans change! AMSgetsthingsdone, December 11, 2020 was the date for our annual team appreciation and Christmas party. We moved the party outside with a drive through celebration of our team, and their dedication and commitment to keep communities safe and well maintained. #cacm #caibaycen #narpm — AMSgetsthingsdone

If you don’t get to dance at work, you need to find a new career … Stop by booth A31, say hi and dance with us! #EmpireWorks #CACM #SCLSE21 #WildEncounters #CACMStrong #StrongerTogether —AnneMarie

National Employee Recognition Day I love how much our leadership team appreciates each and every one of our team members! We had donuts available for the entire team this morning and handed out these goodie bags to each of the team members.

We’re taking fun very seriously today for National Have Fun at Work Day! #leadership #teambuilding #success #culture —Kara Beers, The Management Trust

Thank you to the best team, Team Powerstone! Happy National Employee Appreciation Day. No better way to “treat” our employees than with a yummy treat #powerstonepm #poweredup #teampowerstone #thankyou #team #cookies #fun #nationalemployeeappreciationday #employeeappreciation #thankyou —Powerstone Property Management, ACMC

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National Employee Appreciation Day should be EVERY day. #Leaders should appreciate, listen to and learn from your team. To my team, THANK YOU. #CACM is where we are because of all of you. It’s an honor to work side-by-side with you.

—Tom Freeley, CEO of CACM

BAKERSFIELD MAY 4 11:00 AM – 1:30 PM

HELD EXCLUSIVELY IN

REGISTER

Hear from top California legal experts and peers on how to spring into action in this new year with confidence. Join colleagues for candid roundtable discussions with case studies around the most requested topics from a recent CACM survey — SB323 and Financial Forecasting for 2021!

LA/VENTURA MAY 5 11:00 AM – 1:30 PM

ALL FORUMS WILL TAKE PLACE IN CMWORLDTM MANAGER MEMBERS WILL EARN 2 CEUS FOR ATTENDING.

THERE’S STILL TIME TO REGISTER!

REGISTER

SACRAMENTO MAY 11 8:30 AM – 11:00 AM REGISTER

EAST BAY MAY 12 11:00 AM – 1:30 PM REGISTER

SOUTH BAY MAY 13 11:00 AM – 1:30 PM REGISTER

OC/IE COUNTIES MAY 25 11:00 AM – 1:30 PM REGISTER

SAN DIEGO MAY 27 11:00 AM – 1:30 PM REGISTER

COACHELLA VALLEY JUNE 2 8:30 AM – 11:00 AM REGISTER

cacm.org | Vision Spring 2021

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from the roundtable A MESSAGE FROM THE BOARD

As

I reflect back to March of 2020, standing on the stage at the Disneyland Hotel and informing our members that the biggest and most anticipated event of the year was canceled, I am filled with a memory that will be etched in my soul forever. It was a profound moment in my career

and as the Chair of CACM. None of us could anticipate what the next year would hold. We were unaware of both the challenges and the opportunity for growth that would come from a worldwide pandemic.

As the months continued to fly by in quarantine and it was time to start planning for our 2021 events, it was hard to imagine that we would be attending the Annual Law Seminars as avatars in what felt like a video game. We adapted, overcame obstacles, and still found a way to come together as professionals to support one another during virtual events with no playbook. We navigated new technologies, kept our communities safe and functioning, and faced some very challenging and dark days.

I was honored to speak on a panel at the #SCLSE21, and I don’t know that I have ever had so much fun while teaching a class. I learned to backflip, dance Gangnam Style, and even took a boat ride. This was, of course, in addition to attending our outstanding classes taught by our unwavering and consummate members and business partners.

Your CACM board and the amazing CACM staff worked tirelessly over this last year to make sure that we still produced value to our members, business partners, colleagues and friends. The CACM team continues to work around the clock to ensure that our upcoming events are safe, informative, and next level.

As we prepare to safely convene in person this coming May at the Executive Leadership Summit, I encourage all of our membership to take a few moments to reflect on the struggle and the growth that the past year has brought us. We have proven that we are #StrongerTogether, and I cannot wait to see you in person later this year.

Be well.

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

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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), Specialty Certificate, and ACMC (Accredited Community Management Company) recipients for the period of December 1, 2020 through February 28, 2021.

NEW CCAMs COMMERCIAL & INDUSTRIAL CID

Andrew M. Andrioff, CCAM

Nicole Quintana, CCAM

Lea Austin, CCAM

Andrew T. Ringer, CCAM

Justin P. Barrett, CCAM

Amanda Schmalenbach, CCAM

Steven Casselman, CCAM

Jessica N. Sheer, CCAM

Ashley Coleman, CCAM

Nadine L. Storey, CCAM

John C. Bowman, CCAM-Emeritus

Nicolas C. Evans, CCAM

Jennie Tidwell, CCAM

Jim Dodson, CCAM – Emeritus

Ryan R. Ekema, CCAM

Tammie Thomas, CCAM

Ashley Galiste, CCAM

Kris Trathen, CCAM

Monique L. Gallardo, CCAM

Lorena Vasquez, CCAM

CitiScape Property Management

Lisa M. Garcia, CCAM

Brittany S. Velazco, CCAM

Group LLC, ACMC

Mabel Garcia, CCAM Carolyn “Khari” Geidner, CCAM

NEW CAFMs

Jennifer Treff, CCAM-PM.AA.CI

EMERITUS

RENEWING ACMCS

The Helsing Group, Inc., ACMC Huntington West Properties Inc., ACMC

Ginger Gertsch, CCAM

Lucia Amaral, CAFM

Powerstone Property Management,

Elizeth Gonzalez, CCAM

Meir Munitz, CAFM

ACMC

Marcela S. Gutierrez, CCAM

Lorena Sterling, CAFM

Principle AMC, ACMC

Derek Hellender, CCAM Ryan Huerta, CCAM

SPECIALTY CERTIFICATES

Kelley C. Jensen, CCAM

LARGE SCALE

Dana L. Herlihy, CCAM

The Management Trust - Northern CA, ACMC

NEW ACMC

Channel Jordan, CCAM

Carole Gilano Cayer, CCAM-LS

OMNI Community Management LLC,

Annette C. LaFata, CCAM

Alisa A. Woolsey, CCAM-LS

ACMC

Aldon C. Lai, CCAM Jason Leung, CCAM Kathleen N. Lozano, CCAM

PORTFOLIO MANAGEMENT Samantha K. Negley, CCAM-PM

Cheryl Mamauag, CCAM Marlena Martinez, CCAM Devon Nichols, CCAM

HIGH RISE Menalyn Cornejo, CCAM-HR

Linda Norton, CCAM Mike Pereira, CCAM

NEW DEVELOPMENT

Johny Perez, CCAM

Sally Hoang, CCAM-ND

Anetta Phonseya, CCAM Rebecca Pollon, CCAM

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spotlight on education CACM Needs You! Interested in putting your knowledge and experience to good use? Interested in giving back by shaping the skills of community managers? CACM is looking to expand our instructor cadre.

Those manager members who have held a valid CCAM for at least 5 years, as well as industry partners with expertise in a specific area of the CID industry, are encouraged to join our most-talented teaching team.

Please contact Patty Sedia, your Education and Credentialing Administrator, at psedia@cacm. org for an application.

It’s Here – The 2021 Second Quarter Course Schedule

Call-Out For Spring Forum Presenters • Are you interested in sharing your knowledge and experience with other managers?

• Do you enjoy collaborating with colleagues?

• Is facilitating professional brainstorming something you find rewarding?

Then volunteer to serve as a presenter at one of our upcoming virtual Spring Forums, which will be held in CMworldTM. Presenters will work with the CACM

Your Education and Credentialing team released the 2021 Second Quarter Course Schedule (Turn to page 55 of this issue for the full list and registration links). Courses will be held via Zoom AND in CMworldTM! What does that mean to you, our manager members?

• The continued convenience of online learning • Continued interaction with experts in the CID industry, regardless of where you might live in the State of California • An enhanced level of networking with colleagues near and far • Enhanced engagement and student participation during all course sessions

Education Team to develop forum content. In addition, you will work with the other members on your panel to plan the pacing of the session and to facilitate small group interaction focused on the two forum topics – SB323 and Financial Forecasting for 2021.

If interested, please email Judy Levinsohn, Director of Education and Credentialing at jlevinsohn@cacm.org.

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CONTINUING EDUCATION – WHAT DO I NEED? Did you know that our Education & Credentialing Advisor, Debbie Griffiths, can answer your questions on certification or recertification? Debbie can help you determine what classes you need, when you need to recertify and/or provide you with upcoming course schedules. Please feel free to reach out to Debbie at dgriffiths@cacm.org. She is more than happy to provide you assistance.

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 fourth quarter of 2020 (October 1-December 31.)

MANAGER PRO Mariana Acevedo

Cheryl Mamauag, CCAM

Iqbal Ali

Bryant Marin

Christina Allmon

Marlena Martinez, CCAM

Ivonne Alvarez

Anne Marie Mihalkanin

Stephanie Aven

Wendy Miller

Wayne Blum

Brenda Morse, CCAM

Patrick Chang

Jorge Nunez Rios

Cesar Chavez

Thomas O’Neil

Ashley Coleman, CCAM

Angela Padilla

Amber Costello

Andy Pak

Nancy Crespo

Fredy Peccorini

Brad Crocker

Jennifer Pemberton

Nichole De Leon

Rebeca Peraza

Linda Dohemann

Cody Phillips

Sarah Espinoza

Christian Raymundo

Nicolas Evans, CCAM

Jennifer Rimer

Samantha Galvan

Karla Ruotolo

Desiree Garcia

Sheri Santospieve

Carolyn “Khari” Geidner, CCAM

Jennifer Scantlen

Harold George II

Julie Seebruch

Mary Anne Glines

Melina Shahnazari

Kimberly Greene

Alexandria Shettelworth

Maria Haide Lara, CCAM

Mallory Souza

Jamie Hansen

Lacey Sperling

Hillary Humphreys

Natalie Toyer

Aakielah Johnson

Shana Underwood, CCAM

Allyson Knoll

Mario Valenzuela

Joel Kownacki

Valerie Vanhorn

Kelsey Kozub

Amanda Walter

Ken Kuperstein

Ashley Wayland

Soknay Lim

Matthew Williams

Louisa Lopez

Robert Williams

BUSINESS PLUS Associa – Desert Resort Management Palm Desert l (760) 346-1161 www.drminternet.com/ Associa – N.N. Jaeschke, Inc. San Diego l (858) 550-7900 www.associaonline.com/ locations/nn-jaeschke-inc Professional Community Management – An Associa Company Foothill Ranch l (949) 768-7261 www.associaonline.com/

BUSINESS K & B HOA Services of California La Habra l (562) 202-8028

Ron Lopezi

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EARLY FOUNDERS REFLECT ON THE EARLY DAYS OF THE ASSOCIATION.

Necessity is the mother of invention. And in the genesis of the California Association of Community Managers, the need for a group that would act as a watchdog in Sacramento for the interests of homeowners associations was evident.

Members of the first nine (see facing page) noted that a bill that sought to eliminate late fees on delinquent assessments was the catalyst to CACM’s formation.

“If nobody paid their dues, how would associations survive? A group of us went to Sacramento and we got that bill defeated,” recalled Bob Figeira, who retired from community management in 2010 after working 35 years as onsite manager at Irvine’s Woodbridge Village Association.

Management companies, individual

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managers and affiliates eventually came together to form CACM, formally, in 1991.

Lobbying in Sacramento was key in those early days, as it is today, and Figeira remembers spending two days talking with legislators about matters important to the common interest development industry once a year.

“The late charge for HOAs was a start,” Figeira remembers. “That’s when we realized we had to be political and started a political action committee.”

Competing managers and management companies put their competitive mindset aside to attend workshops and learn from each other. Figeira recalls sharing how Woodbridge was run – at the time the largest HOA on the West Coast.

“We joined together to form CACM because many of us in community management had a heightened sense of the need for greater professionalism in our industry, and we wanted a place where we could put competitive pressure aside and pursue higher standards. Thirty years on, this is every bit as important, and perhaps even more important, because entropy inevitably wants to drag down everything, including professionalism. We need organizations like CACM to push back and keep lifting them up,” said Bill Sasser, Chairman and CEO of The Management Trust, a founding member of CACM. Do you have a story about the early days? Or a fun anecdote to share? We will be looking back at CACM’s history and achievements this year and would love to include you.

Email communications@cacm.org.

Founders FOUNDING FATHERS The First Nine Doug Christison Robert Figeira Jan Hickenbottom Robert Hickey Nora Jaeschke John Kubas Melinda Masson Jeff Olsen Bob Ruff MANAGER FOUNDING MEMBERS

Robert Broyer Dwellyn De La Cruz Robert & Lisl Harper Robert Jones Claude J. “CJ” Klug Tsuki Morgan Barbara Nitsos Larry Pothast Lowell Smith Christine Stangeland William E. Stewart Linda Strom James Sweatt E.W. “Ted” Throndson A. Jean Verbeck, Jr.

MANAGEMENT COMPANY FOUNDING MEMBERS Aberdeen Management Accord Condominium Management Action Property Management, Inc., ACMF Atlantic & Pacific Management The Avalon Management Group Bicksler & Associates California Property Services Cardinal Property Management, Inc., ACMF Commonwealth Property Management Community Association Consulting Condominium Financial Management, ACMF Consolidated Management Resources Curtis Management Equitable Management & Consulting First Charter Properties Keystone Pacific Property Management, ACMF Management Professionals, Inc. Merit Property Management, Inc., ACMF N.N. Jaeschke, Inc. P & K Condo Management, Inc. Professional Community Management, ACMF Professional Real Estate Management Seabreeze Management Company Total Property Management The Transpacific Companies, ACMF Villageway Management, Inc. Weldon L. Brown Company Whited Enterprises

INDUSTRY PARTNER FOUNDING MEMBERS 1st Security Bank – Bob Ruff Advanced Reserves Management – Bill Chaffee Aguirre & Eckmann – Gary Aguirre, Esq. Asyst Data Group – Rod Lee Bank of Orange County Bank of San Francisco Berding & Weil, LLP – Tyler Berding, Esq. Bickel & Associates – Brandon Bickel, Esq. Commercial Services – Doug Patrick CondoManagement Magazine – Robert Beiderman Condominium Construction Services – James Schlagel Dicks & Coglianese – Michael Dicks, Esq. Dunn Edwards Corporation – Don Lougee Epsten Grinnell & Howell, APC, - Jon Epsten, Esq. Feinberg Grant Mayfield Kaneda & Litt, LLP – Ross Feinberg, Esq. Feldsott & Lee – Stanley Feldsott, Esq. Fiore, Racobs & Powers – Richard Fiore, Esq. First Bank Association Services – Michael Kennedy Haney Accountants, Inc. – Don Haney, CPA Ian Graham Insurance – Ian Graham Jackson, DeMarco & Peckenpaugh – F. Scott Jackson, Esq. LaBarre/Oksnee Insurance Agency – Curt LaBarre, Scott Oksnee Law Offices of Richard A. Tinnelly – Rich Tinnelly, Esq. The Miller Law Firm – Thomas E. Miller, Esq. Neuland, Nordberg, Andrew & Whitney – Rich Neuland, Esq. O’Connell Landscape Maintenance – George O’Connell Peters & Freedman, Attorneys at Law – David Peters, Esq. Robco Insurance – Glenn Robinson State Farm Insurance – William R. Wilson

CACM Timeline 1991 The California Association of Community Managers (CACM) was ESTABLISHED in 1991 by industry leaders to self-regulate the California community association management industry.

1992

KAREN CONLON joins CACM as President and Chief Executive Officer.

CAC holds its first STATEWIDE EXPO & CONFERENCE, designed to create unity in the industry and educate members on best practices. Clark Wallace, the Commissioner at the California Department of Real Estate was the keynote speaker and shared his support of selfregulation for our industry. CACM’s new certification

program for managers, the Certified Community Association Manager (CCAM), is also unveiled at the event, which hosts approximately 200 managers.

1993

FIRST CCAM CLASS is sworn in at CACM’s inaugural Oath Ceremony.

The PROFESSIONAL

STANDARDS COMMITTEE is established to oversee the development and enforcement of CACM’s Code of Ethics and Standards of Practice.

THE VISION AWARDS are introduced to recognize professionals who demonstrate high standards of practice in community management,

certification and training.

1994

CACM debuts its annual LAW SEMINAR for management professionals.

1997

The first CERTIFIED

MANAGEMENT FIRM (CMF) credential is awarded. The designation is awarded to management firms that adhere to the highest state-specific industry standards. An internal audit review – a key component of the program – requires that an independent CPA audit the companies to verify that strict standards for risk management practices and internal financial controls are being met.

1999

The first CEO BUSINESS FORUM is held in Lake Tahoe. The annual CEO Business Forum provides owners and executives of management firms in California the chance to network, share ideas and learn new tools and strategies for running their companies.

2000 The first Northern California Law Seminar & Trade Show is held.

2001

CACM celebrates its 10TH ANNIVERSARY. Assembly Bill 555, sponsored by CACM, is introduced. The bill advocates standards of education for certification by an organization.

CONTINUES ON PAGE 24

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CACM TIMELINE,

CONTINUED FROM PAGE 23

It is designed to protect homeowners in community associations from unethical and uneducated managers. The bill represents a monumental step toward self-regulation and enforcement in the field of community association management.

among community association managers and the common interest development communityat-large.” A similar Senate resolution follows in 2007.

2008 CACM hires the Forbes Group to conduct an environmental study analyzing economic factors that will impact the community management market in California in the future. CACM publishes the booklet “Common Interest Developments: The Growing Lifestyle Choice for Californians” as a result of the study findings. The booklet is available free to California homeowners and covers the state’s CID history, structure and management, and public policy enacted.

2002

Governor Gray Davis signs AB555.

The CCAM designation is now recognized by the state of California.

2003 CACM adopts a new standardized management agreement that follows the retainer agreement concept. The base management fee provides for a defined number of man hours per month for the management firm to assist the homeowners association. It also provides for an hourly fee for every hour spent in excess of the defined monthly hours. This is a profound change to traditional standard operating procedure.

2009

CAREER NETWORK is launched on CACM’s website, offering free résumé and job posting services.

CACM grows to nearly 3,000 members statewide. More than 80% of the membership is composed of managers and management firms. The remaining members provide products and services to homeowners associations.

2004 CACM membership exceeds 1,300 managers, 350 affiliates and 50 Management Firm Council (MFC) members.

CACM certification program is modeled by other states across the nation including Arizona, Washington, Oregon and Nevada.

More than 1,200 industry professionals attend the Statewide Expo & Conference.

2011

2005 CACM’s Council of Affiliate Members introduces the first

FACILITIES MANAGEMENT CONFERENCE to provide ongoing maintenance education to community managers.

2006 The California Assembly honors CACM with a formal resolution “for its important role in the enhancement of professionalism

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CACM introduces specialty certificate programs in High Rise Community Management and Large Scale Community Management.

The Certified Management Firm (CMF) program is transformed into the Accredited Community Management Firm (ACMF) program to offer a higher standard of accreditation for community management firms in California.

2012 CACM adds two new specialty certificate programs for managers: Portfolio Management and Active Adult Community Management.

CACM also introduces its Master Certified Association Manager (MCAM) program, the highest level of community management certification in the state of California.

2013 CACM membership grows to more than 3,000 statewide, while the number of homeowners associations in California reaches 50,200. Nearly one-third of all homeowners in California now live in a homeowners association.

CACM launches a statewide consumer campaign to promote the value of community management professionals and positive aspects of living in a homeowners association. The campaign is expected to reach more than 14 million Californians.

2014 After 23 years, Karen Conlon announces planned retirement as CEO at year-end 2014.

2016 CACM transitions the CEO Business Forum to an Executive Leadership Summit designed for management company decision makers to collaborate - finding creative and collective solutions for the future of the industry.

2018 CACM launches Reimagining Education Campaign.

Board of Directors appoints TOM FREELEY, CAMEx, CCAM as CACM’s President & CEO. The Acting Commissioner of the

California Department of Real Estate is the keynote speaker at CACM’s Legislative Summit sharing the Department’s continued support of self-regulation for our industry.

2019

CACM launches NEW WEBSITE focused on the members’ user experience.

CACM receives resolution from CA legislature sponsored by Honorable Patricia C. Bates, 36th Senatorial District; and the Honorable William P. Brough, 73rd Assembly District to commend CACM on consistently providing superior education, training and certification to community managers across the State of California that is in compliance of California Business and Professions Code Section 11502, thereby heightening professionalism and standards of practice in common interest development community management.

CACM forms the CACMSTRONG FOUNDATION to support California community managers, their families and the communities they serve, following the devastating 2018 wildfire season.

2020 CACM leads the industry with a trailblazing new virtual platform, CMWORLDTM, bringing the power of the association’s professional offerings to members through an immersive virtual technology stimulating real-life interactions for CACM’s educational offerings and events.

2021

CACM celebrates 30 YEARS OF

SUCCESS!

First CEO Reflects on the Organization’s Past CACM became a viable reality to the community management industry in 1991. Can you imagine what the industry must have looked like 30 years ago? Why CACM? Why was it created? What did the industry need to survive in those early years? In April 1992, I was hired as the first President and CEO of CACM (and the only employee at the time) to help the industry find answers to these and other important questions.

A large management company (no longer in existence) had absconded with a lot of their HOA clients’ money in 1989. In reacting to this situation the California Association of Realtors introduced a bill in Sacramento that would have required community managers to be licensed as brokers. Our management company leaders at the time organized and communicated a united front to Sacramento that having a license doesn’t prevent what prompted the bill. The Chair of the Housing Committee agreed, pulled the bill, but sent a clear message to our industry — “do something to regulate yourselves or we (legislators) will do it to you (i.e. licensing).”

Our industry did not want governmental regulations telling us how we conduct business. CACM was created to voluntarily self-regulate by recognizing individuals for meeting certain criteria established by CACM in which individuals are recognized for advanced knowledge and skills.

The way by which we regulate ourselves included developing the CCAM program, the CACM Code of Ethics and a disciplinary process so that if a member “steps over the line,” we, the industry organization, will discipline them. This is the foundation for self-regulation. It’s still working, and going strong these 30 years!

There is so much more to the story of how CACM was created, but the most important contribution to the success of our organization has been the strong foundation and vision of the founders, fabulous manager members, industry partners and CACM staff.

CACM is an organization that has and continues to react quickly, evolving and responding to our members’ needs. The Certified Community Association Manager (CCAM) Certification program was the first step on our journey, followed by advanced education,

specialty certificate programs, the Master of Community Association Management (MCAM), the Law Seminar and Expo, Executive Leadership Summit, regional forums, publications, and finally, new course development.

During the 23 years I was CACM’s President and CEO, I was blessed to have been supported by outstanding individuals who served on the Board of Directors. We worked as a team achieving many victories in Sacramento, yet always focused on one primary objective – creating an environment necessary for the success of community managers in California. Many national and international accolades have been bestowed upon CACM. I was blessed to be at the helm of CACM (1992 – 2014) and am still a member in good standing. I was blessed to have been allowed the creativity and support to develop and implement the certification, education and other programs I described above.

Most importantly, I am blessed that CACM has Tom Freeley at the helm, a President and CEO who is leading an incredible staff that have a passion and drive to lead CACM into the next 30 years.

Anniversaries are a time to celebrate where we come from, but they’re also to celebrate how we move forward and adapt to the changes that serve our members and our industry.

Happy Anniversary CACM – you look marvelous!

– Karen Conlon, MCAM

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2021: SLEW OF LEGISLATION INTRODUCED

By Jennifer Wada, Esq.

We have hit the ground running, as the legislative session started off at full speed. Pent-up energy and bill ideas have been unleashed. The industry faces a slew of legislation that directly impacts it. Here are some of the key bills we are working on this year: AB 502 (Davies) would apply elections

needed for transfers of $10,000 or more

by acclamation to all associations. The

for associations of 51 units or more, and

author’s office reached out to CACM early

$5,000 for associations of 50 units or less.

in its process and was contemplating

It will also clarify that funds may not be

lowering the current 6,000 unit threshold.

invested in stocks or high-risk investment

We urged the author’s office to eliminate

options. The bill also clarifies the types of

it entirely, since 68% of associations are 50

insurance an association must maintain.

units or less. Thankfully the author’s office agreed, and the bill proposes to relieve all

AB 1410 (Rodriguez) is a compilation

associations of the unnecessary burden of

of various problematic proposals, most

the secret ballot process when elections

of which tie the hands of associations.

are uncontested. One hiccup is that due

First, the bill eliminates all rental

to the continuing COVID protocols, the

restrictions without regards to when a

Legislature has less time to hear bills and

homeowner acquired title. The author’s

committee chairs are attempting to limit

office indicates that this is not their

the number of bills that are allowed to

intent and they will be amending the

proceed. The Assembly Housing chair is

bill to clarify that associations cannot

not inclined to hear AB 502, citing the

prohibit owners from renting out rooms.

recent enactment of SB 754 (Moorlach,

Second, the bill expands the provision

2019), which established acclamation for

allowing use of an owner’s backyard for

large associations. The chair would like

personal agriculture to include all of the

to wait to see how acclamation works in

owner’s separate interest. Third, the bill

practice. We are continuing to advocate

prohibits any restriction on discussions

in support of this bill, arguing it is critical

“critical of the association” without any

since SB 754 only impacted a small

parameters. Fourth, AB 1410 requires

number of associations.

every director or association employee to complete a course on ethics and

26

AB 1101 (Irwin) is CAI-CLAC’s clean

harassment prevention upon election or

up measure to AB 2912 (Irwin, 2018)

hire. Fifth, the bill prohibits an association

which, among other things, required

from imposing a monetary penalty or

electronic transfers of a certain kind to

other enforcement action in relation to

be approved by the board. AB 1101 will

landscaping on a separate interest during

soon be amended to modify existing

a state of emergency or on days when

law so that board approval will be

air quality is unhealthy. Sixth, (yes, I’m

Vision Spring 2021 | cacm.org

still going) it prohibits any enforcement

Negotiations are currently in process and

designated by the association and can

actions, including any courtesy notices,

we will hopefully be able to insert this fix

include a volunteer member, real estate

for violations of governing documents

at some point in the session.

licensee, manager or management

during, and for 30 days after, a state

company. A two-thirds membership vote

of emergency, stay at home order,

SB 391 (Min) is the vehicle for the

can exempt the association from this

or quarantine. Seventh, to impose a

California Law Revision Commission’s

requirement as well.

monetary penalty against a member for

study on emergency measures in CIDs.

a violation, the association must make

This bill would allow, during a state of

SB 432 (Wieckowski) is intended to

any physical evidence used to determine

emergency, meetings to be conducted

be the vehicle for “clean-up” to SB 323,

a violation, including but not limited to,

entirely by teleconference without any

the elections bill from 2019. Currently, it

photographs or video or audio recordings,

physical location needed as long as

contains only placeholder language that

available to the member. Eighth, any

certain requirements are met. These

adds term limits to the list of candidate

photograph used in determining a

requirements include: 1) the notice must

disqualifications. The substantive content

violation shall have a valid time and date

provide clear technical instructions on

will likely be amended in on the Assembly

stamp or shall be accompanied by digital

how to participate; 2) the notice must

side later in the session. There has been

metadata clearly stating the time/date

provide a phone number and email

discussion about expanding the kinds

the photo was taken. Clearly, this bill will

address for a person who can provide

of insurance that would trigger an

require a lot of attention and advocacy.

technical assistance before and during

association’s ability to utilize the criminal

We have already submitted a letter of

the teleconference; 3) every director and

conviction disqualification for candidates,

opposition, and we are in discussions

member must have the same ability to

clarifying that candidate requirements

with the author’s office and the housing

participate as they would if it were in

also apply to directors and that election

committee.

person; 4) any vote of directors is by roll

materials must be kept for one year

call vote; and 5) any person who is entitled

following the election.

AB 1466 (McCarty) requires a county

to participate is also given a phone option.

recorder, title insurance or escrow

The bill was recently amended to require

company, real estate broker, real estate

the first initial meeting notice under

agent, or association that delivers a copy

a state of emergency to be delivered

As you see, we have A LOT of work

of a declaration, governing document or

through individual delivery and that the

to do this year. It is still early in the

deed to a person who holds an ownership

notice include a reminder of the owner’s

legislative session and we are in

interest of record in the property to

ability to request documents through

the first round of policy committee

also provide a Restrictive Covenant

individual delivery. The amendments

hearings. I anticipate that more will

Modification form along with information

also included a blanket provision that, if

be thrown at us as we move through

for appropriate processing. Existing

the association has reason to believe the

the session and we will remain vigilant

law authorizes a person who holds an

disaster or emergency will prevent any

and focused as we fight to protect

ownership interest of record in property

member from receiving a notice at the

that they believe is the subject of an

address in the association’s records, the

the industry. As always, we welcome

unlawfully restrictive covenant to record a

association shall take reasonable steps

Restrictive Covenant Modification.

to provide each of those members with notice through alternative means. CACM

AB 1584 (Committee on Housing) is the

supported the original version of the bill

housing omnibus bill, which is intended

and is working with the author’s office on

to contain noncontroversial proposals.

concerns with the latest amendments.

your input and engagement as we advocate in the Legislature.

PLEASE NOTE: Status of bills is as of March 22, the date this article was written. Things move quickly in the legislature so the status of the bills

This year, the bill contains cleanup to

may have changed by the time of

the CID ADU law (AB 670, Friedman,

SB 392 (Archuleta) is sponsored by

2019) by clarifying it applies to all CIDs

the California Association of Realtors

since some associations were construing

and requires, starting January 2023,

it as not applying if they did not have

an association to deliver documents

undivided interests in common area.

via email unless the member has not

Additionally, CACM has been working

provided a valid email address or has

with CAI, the Housing committee and

revoked consent to electronic delivery. A

Assemblymember Ting to insert language

two-thirds membership approval allows

into this bill that would modify last year’s

delivery by any allowable method. The

AB 3182 regarding rental restrictions

bill also requires websites for associations

by allowing governing documents to

with 50+ separate interests to provide

be amended through a board vote

general information but is purposefully

only. The language would also push

silent on specific content. The website

the compliance date to July 1, 2022.

may be maintained by a person

publication.

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

cacm.org | Vision Spring 2021

27

THE NEXT GENERATION WHAT WILL THE NEXT GENERATION OF HOMEOWNERS, BOARD MEMBERS, AND COMMUNITY MANAGERS LOOK LIKE?

BY SCOTT SWINTON 28

Vision Spring 2021 | cacm.org

W

ho is the next generation? The next generation looks something like my daughter who, with any luck, will be entering the pool of prospective home buyers in about five to 10 years. She’s lovely, smart, all-A’s student, and for some reason, hesitant to drive. At her age, I had been tearing up the roads already for years. And, because I am eyeball deep into HOAs, she will know all about what to look for as she braves the world of real estate and looks for her first condo or townhome.

She is a member of Gen Z. She missed the berating we heaped upon the millennials (Get a job, your Driver license, move out of the house, and stop texting so much FCOL!!). That’s shorthand for “For Crying Out Loud,” by the way.

But, according to research, she really isn’t much different from them. Pew Research, which I’ll reference a few times below, basically lumps them together.

My daughter will know much about HOA living as she selects her first home. She will know what the letters CC&R stand for. She will transition from her first apartment to her first condo with eyes wide open, rather than ignorant of the blessings and curses integral to HOA living. Many of her cohort will have grown up in HOA’s and will, like her, have a clue what they are about.

With over 55,000 HOAs in California, it’s less and less likely that you will be facing a board of directors with no prior HOA experience. This could clearly be good or bad – hinging on what their past experiences taught them.

The next generation of Community Association Managers will likely benefit from much of what my daughter will benefit from: a basic understanding of the role homeowners associations play in civil government. But what else will the next generation of owners, board members, and community managers bring with them?

The answer to that question may be a key component in your ability to manage well into the next decade.

WHAT DOES THE NEXT GENERATION BRING WITH THEM? 1. EDUCATION.

2. COOPERATION AND DIVERSITY.

According to Pew Research, “A look at older members of Generation Z suggests they are on a somewhat different educational trajectory than the generations that came before them. They are less likely to drop out of high school and more likely to be enrolled in college. Among 18- to 21-year-olds no longer in high school in 2018, 57% were enrolled in a two-year or four-year college. This compares with 52% among Millennials in 2003 and 43% among members of Gen X in 1987.” It goes on to say that, “Gen Zers are also more likely to have a college-educated parent than are previous generations of young people.”

Unlike in other states where the general trend has been for college enrollment to decline since 2010, educationdata.org shows California’s enrollment holding steady over those 10 years and up 108% since 1970. Hold this thought, because we’ll touch on this again later when we discuss housing, but for now understand that trends indicate the next generation may be a bit more cosmopolitan as a result of spreading their wings toward more knowledge. They might bring more technical knowledge to bear on specific issues, and possibly be more proactive in managing their community as a result.

Pew Research Center surveys conducted in the fall of 2018 (more than a year before the coronavirus outbreak) among Americans ages 13 and older found that, similar to Millennials, Gen Zers are progressive and pro-government. Most see the country’s growing racial and ethnic diversity as a good thing.

Is it possible that the next generation will be less averse to the structure and restrictions of HOA living? One of the greatest hurdles for Americans living in HOAs is the added layer of restriction and oversight. Americans traditionally bristle at constraint. Think King George, the Boston Tea Party, and the Revolutionary War. We individualistic Americans have scoffed as European peoples, especially those under lingering monarchies with their proclivity toward sovereign deference, have capitulated to the creep of increasing regulation and social reorganization. “Show some independence!” we might shout.

But trends seem to be indicating that the next generation of Americans will be more amicable to being directed from the top than previous generations. If you’ve been around HOAs for any CONTINUES ON PAGE 30

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29

THE NEXT GEN, CONTINUED FROM PAGE 29

length of time, for better or worse, you might understand how this acceptance of a topdown structure could simplify the management of them.

Pew also mentioned an increased acceptance of diversity. Whether you’re ready to embrace greater government involvement or not, an embracing of diversity bodes well for a nation that is only growing more diverse by the day.

Many HOAs are a safe-harbor for first-time home buyers from immigrant and minority populations. An increased appetite for diversity will be key to a stable and thriving community.

3. UNDERSTANDING. Because of those 55,000 HOAs now in California, the next generation will understand just a bit more about HOAs than did previous generations. In the same way that you probably understand more about social media than your parents did at your age (Think chain mail and early online chat rooms), the next generation will know more about HOAs and their contribution to civil government.

With luck, they will have the opportunity to benefit from even more than a passive understanding. A pilot program is currently being developed by CACM in partnership with Cal State Fullerton to provide a certificate and career pathway for aspiring HOA managers through college. This is welcome news for the future of managed communities. I’ve interviewed countless Community Association Managers and many of them regret being unable to obtain some formal education for their role. This pilot program is a step in the right direction and hopefully the first strand for the HOA management industry in a critical web of academic acknowledgement.

I recently had a long conversation with a young realtor who spoke HOA. HOA is a language that I have not heard many realtors speak fluently. I hear much said, but when the

30

Vision Spring 2021 | cacm.org

MORE KIDS ARE BEING RAISED IN HOAS, BE THEY HIGH - RISE CONDOS, TOWNHOMES, OR SPRAWLING COUNTRY CLUBS, AND WILL INCREASINGLY BRING THAT EXPERIENCE WITH THEM. words “resort,” “management” and “amenities” are tossed around alongside other positive community attributes, I wonder just how much they are really communicating about the responsibilities intrinsic to HOAs to that new buyer. If my new realtor friend is any indication, it’s possible that the next generation of home buyers will get a better HOA crash course from their realtors also.

Regardless of where the next generation lands, be it in the boardroom, behind a community manager’s desk, or as a homeowner, as a whole they are bringing a new set of values and paradigms to the industry. Is the next generation going to be pandemic aware? Probably a little, but probably not much more than the kids growing up in the 40s and 50s were World War aware, or those of us who remember Gorbachev are Cold War aware. Those are or were, in essence, one-time events – protracted though they may have been. But the awareness of changes in civil government to accommodate HOA living will be enduring and with luck, will seep into the cracks being discovered in the American Dream.

More kids are being raised in HOAs, be they high-rise condos, townhomes, or sprawling country clubs, and will increasingly bring that experience with them. This pandemic is pushing people toward less dense areas, and they will bring their understanding and acceptance of CID living conditions with them.

Consider another paradigm. Previous generations were transitioning into HOA living from a 1950s “American dream” concept and “settling” for HOA-operated communities was a tough pill to swallow. But with HOAs becoming the norm and successive generations now having been raised inside a more population-dense paradigm, new owners will likely come into HOA living with a better understanding of what they are buying into.

4. LEGISLATION. A final consideration for the next generation is how some recent legislation will affect their interaction with the HOA. Let’s briefly go back.

Remember the thought I asked you to hold earlier – about Gen Z and the Millennials valuing and capitalizing on educational opportunities more than previous generations? That education comes with a hidden consequence. Many among Gen Z and the Millennials are staying at home with mom and dad longer. No surprises there, we’ve been seeing that trend for over a decade now, but when that reality is combined with some 2021 legislation, a significant impact on HOAs emerges.

According to the California Department of Housing and Community Development website: “The California Health and Safety Code (HSC), Section 65583(c)(7), requires that cities and counties develop a plan that incentivizes and promotes the creation of ADUs that can be offered at affordable rent for very-low to moderate-income households.

ADUs (Accessory Dwelling Units) and JADUs (Junior ADUs) are tiny stand-alone homes built on your own lot (ADU), or small apartments carved out of the existing floor plan (JADU). If you look at the photos available on some contractors’ websites, and even the CDHCD website, those little ADUs look charming and inviting. You can really imagine grandma smiling through the front window as she happily scrubs breakfast dishes, or a briefcase toting grad student stooping to pull a weed or two on his way to his private front door. Let’s build some of those! The reality for your HOA may not be so charming.

With cost of construction on the rise and a high demand for affordable housing, the state of California has, as of January 2021, mandated a relaxation of the building code and other requirements that restricted ADU and JADU construction – and this includes language that will make it very difficult for an

HOA to prevent the addition of these units in their community. The effects this will have on parking, noise, use of common area and pools, and the already fraught dilemma of renter to owner ratios will be interesting to follow.

Another obvious legislative banana peel looming for California’s next generation is CC-5551, previously SB-326. The “deck law” only spotlights the issues facing the next generation with regard to deferred maintenance. The wave of condos built under sub-par supervision and according to inadequate building codes in the 60s, 70s, and 80s are in rapid decline. The first several decades of owners blissfully ignored any meaningful maintenance, allowing systemic problems to metastasize behind the siding, stucco, and deck surfaces. The next generation will not only be facing assessments to address CC-5551, but they will also be facing assessments to deal with a host of other deferred maintenance challenges.

The next generation of managers and homeowners will be tasked with untangling the many laws that directly or indirectly affect their communities. And though Davis Sterling and then Davis Sterling 2.0 brought HOAs lightyears forward, the universe of adaptation necessary to bring the great social experiment of the HOA out of puberty and into adulthood is vast and rapidly expanding.

The good news is that the next generation seems up to the challenge. With experience and educational opportunities on the rise, my daughter’s generation will bring skills and ideas we won’t have thought to consider. If only they will get a driver license and a car to carry them around.

FOR MORE INFORMATION California Department of Housing and Community Development: Accessory Dwelling Units (ADUS and Junior Accessory Dwelling Units (JADUs) Homeownership Trends

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

Pew Research Center Social Trends College Enrollment & Student Demographic Statistics

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31

in the board room

LET YOUR MANAGER SHINE YOUR COMMUNITY MANAGER IS YOUR EXPERT. TURN TO THEM WITH YOUR QUESTIONS, TASKS AND GOALS. THEY CAN FIGURE OUT HOW TO GET IT DONE.

Thank you for volunteering to serve on the Board of Directors. The fact that you volunteered means that you care about your association and that you have ideas about how to make sure that it is managed well. It is in everyone’s best interest that the association’s finances and property are in the best condition possible, so that property values can be maintained and grow as time goes on. To those ends the association’s most valuable asset is its Community Association Manager.

BY DEAN JACKSON, CCAM-HR

32

Vision Spring 2021 | cacm.org

If your manager is a Certified Community Association Manager (CCAM), that means that they bring a lot to the table, more than you may realize. To achieve the CCAM certification a manager must take 36 hours of California-specific industry education. The course work includes 16 hours of HOA law, four hours of ethicsrelated course content and 16 hours focusing on community management principles and practices. Every three years the certified manager must take 30 hours

As a director it is your job, along with the other directors, to envision the path along which to lead your association. It is your job to set the budget (with assessment increases when necessary) and the priorities. It is your job to make important decisions, relying on the advice of experts. When doing this important work, you can place your trust in your Certified Community Association Manager, the expert that is just a phone call or email away. It’s the manager’s job to take the

of California continuing education, including attendance at law seminars and courses including financial management, insurance and risk management, personnel management, and additional ethics-related courses.

burden of how to accomplish a task off of the Board, leaving them the freedom to focus on the big picture. A successful manager will bring the expertise derived from their experience and education and make it work for your association. The manager can partner with the Board, providing guidance as they carry out the Board’s directives. Whether the task at hand is a reconstruction or painting project, a governing document revision, or simply working with a homeowner to resolve an issue, your manager’s success is your association’s success.

You wouldn’t go to your mechanic for a heart transplant or have a chef prepare your taxes. It pays to have a professional with the right experience and education for the job. A CCAM is certified in California laws and best practices and has hours and hours of continuing education. Young or old, if your manager is certified, they have the expertise required for the job. As with an attorney or CPA, you trust the professional to do their job and you trust in their expertise to do the job ethically, within the law, and with quality. If you tell the manager what you want done, you can rely on the fact that your manager has the skills and knowledge to accomplish the task efficiently and without the need for you to tell them how to get it done. After all, you wouldn’t take the scalpel from your doctor’s hand.

Every manager has stories of wellmeaning directors inadvertently bringing liability on the association by not relying on the advice of the experts. Every manager also has stories of forwardthinking directors and managers successfully working together to enhance, upgrade or course correct an association. This partnership can leave the association in a better place than you found it. You probably don’t need to reinvent the wheel, re-think every policy, or change every contract. All you may need to do is let your CCAM shine.

It pays to have a professional with the right experience and education for the job.

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

cacm.org | Vision Spring 2021

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GO DIGITAL, SAVE A TREE WE LIVE IN A DIGITAL WORLD. NOW MORE THAN EVER, THERE’S A HOST OF OPTIONS FOR DOING AWAY WITH PAPER, AND SAVING TREES (AND MONEY) IN THE PROCESS. HERE ARE A FEW TO CONSIDER.

By Hamlet Vazquez, MCAM-HR

Are you looking for an easy way to please your

information with an e-form that is fillable

homeowners and residents? Are you looking

on a computer or smartphone. We use it

for an easy way to simplify your work life?

for room reservations, release of liability

Does there really exist something out there

waivers, vehicle registrations, move and

that will please your residents and make your

delivery reservations, and plan to use them to collect room usage fees with

work life easier at the same time? If you are a

their payment integration widgets.

believer, keep reading. If you don’t think it’s possible, well… keep reading anyway.

For the ‘Graduate’ it was plastics, but for us today it’s ‘Digital Forms.’ If you understand that reference to plastics then this article is for you. If you don’t, then most likely you don’t need this article since you are probably already doing all of this at your associations.

A great way to direct your residents to

DO-IT-YOURSELF FORM BUILDERS Have you ever discovered something and wondered how you ever lived without it?

Well, I have and that something is a Form Builder. While you can certainly make use of the free Google Forms platform (https://

Either way, if you have ever attended a trade

docs.google.com/forms/u/0/), if you want

show or a conference you are well aware of

something easier and with more features

the plethora of companies out there offering

then you’ve got to try out JotForm (www.

everything from online forms to online room reservations and everything in between. In this article I will provide ideas for the do-ityourself crowd and then highlight a few of the companies out there for those who would rather not re-invent the wheel.

34

Vision Spring 2021 | cacm.org

jotform.com). Heck, even Facebook uses JotForm.

JotForm will make form building easy and even fun if you’re into that sort of thing. At the property I manage we use JotForms for new residents to fill out their

your e-forms is to use another wonderful invention – QR Codes. Dating back to 1994 a QR code is an easy way to direct your residents to your e-forms. For example, outside the conference room you can post a QR code for residents to scan with their phones in order to reserve the room.

LET THE PROFESSIONALS DO IT

believe they still haven’t received them.

If you are not into building your own forms,

Tired of the tedious architectural review

there are plenty of nerds out there who have

process? Looking for a full-service type of

developed some great companies where all

platform where everything from work

the work has been done for you. For example,

order processing to room reservations to

if you want to direct new owners and their

text alerts can be found? You can find all

agents to pay for and download documents,

of these resources and more by searching

you’ve got the docLineApp (https://

CACM’s Industry Partner Directory. Select

biminicorp.com). Once you set up the

the service categories of TECHNOLOGY

account, you do nothing other than receive immediate payment based on the fee

gets them immediately. Imagine a world without

structure you provide to the docLineApp folks,

angry agents venting that they ordered the

and the person requesting the documents

documents X number of days ago and can’t

SERVICES and MANAGEMENT SOFTWARE SOLUTIONS. You’ll find California’s finest listed there.

HOW TO SEARCH THE INDUSTRY PARTNER DIRECTORY Search by name Search by Service Category Search by Service Area Badges showcase their support of CACM by highlighting advanced membership levels, donations, etc. Thank them when you speak with them for supporting California community managers.

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

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Member FDIC cacm.org | Vision Spring 2021

35

LinkedIn

BY EMILY YOST

A POWERFUL CONNECTION TOOL FOR PROFESSIONALS

THE STATS

Launched in 2003, LinkedIn is a social network designed specifically for business professionals to connect. Unlike other social networks that focus on socializing and sharing personal updates of friends, family and perhaps, what you last ate at your favorite restaurant, LinkedIn focuses on your professional life giving you direct access to individuals who may hold the key to your professional growth.

LinkedIn boasts over

660 MILLION USERS in more than 200 COUNTRIES and territories across the globe. (LinkedIn 2020)

190 MILLION

of those users are located within the United States.

(Influencer Marketing Hub, 2021)

37%

of US adults – or more than one out of every three-aged between 30-49 years old use LinkedIn. (Pew Research Center, 2019)

89% OF FORTUNE 500 COMPANIES USE THE PLATFORM TO PROMOTE THEIR BRANDS, TELL THEIR STORIES, RECRUIT AND NETWORK.

30

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MILLION More than 30 million companies are listed on the platform.

(LinkedIn, 2019)

15%

Nearly of all LinkedIn users are senior-level influencers, that’s 90 million senior level influencers!

(LinkedIn, 2019)

WHY LINK IN TO LINKEDIN? Online connection is here to stay with the global pandemic offering even more urgency to embrace technology and how it enables us to connect and grow professionally.

Networking and collaborating with peers is where our most valuable learning and growth lie. LinkedIn brings professionals together in an environment that places your career front and center. So, how do you make the most of this platform?

1

BUILD YOUR PERSONAL BRAND

TOP FIVE WAYS TO ENSURE MAXIMUM OPPORTUNITY ON LINKEDIN

2

EXPAND YOUR PROFESSIONAL REACH

Now that you have a profile and are sharing professional updates, it’s time to focus on why we are doing that.

• Employers will love that you “work the platform” offering their company’s brand to be placed front and center for new clients to see how professional their community managers are. This simple act ensures you have job security and grow within the organization.

• Need advice? It’s simple to reach out to industry pros for advice on how to handle a challenging situation.

Take the time to fill in your profile paying careful attention to answering why you are the ONLY choice for your next position or community to manage. Don’t be shy or be concerned of bragging. Put your best foot forward. Not sure of what to include? Consider taking the time to investigate others in the industry you admire.

Learn from their profiles. As a marketer by trade, I’ve often found that individuals who succeed are the ones who KNOW how to market and sell themselves. Although years of experience do share quite a bit about an individual, movers-and-shakers in today’s world are touted for accomplishments, not years of service. Once your profile is complete, you can look forward to:

• Being ‘searchable.’ When potential clients or other individuals are searching for a certain company or industry within a geographic range, they just might find you! Each connection made introduces you to an average of 400 new people!

• Being recommended by clients, colleagues and co-workers.

LinkedIn gives your connections the ability to share a personal recommendation of your work giving those who are ‘checking you out’ the level of recommendation you need to start a professional conversation about how you can be of service.

• Showing off your personality with updates! Be authentic, speak when you have something professional to share and stay

True leaders within the industry are always ready to share what they know.

• Trying to identify where key individuals will be speaking? Need an ‘in-person’ or ‘virtual’ introduction? Check out their profile!

It’s quick and easy to find out who will be attending important industry functions.

away from topics that can be divisive such as politics. Use LinkedIn to spread a positive message that lifts community managers or inspires others to positive action.

• Showcasing your unique and professional knowledge through sharing articles that others within the industry (and potential clients!) would appreciate reading.

• Celebrating work successes as you earn important designations, win new clients, share your latest community outreach project or land a new role worthy of sharing.

• Celebrating others, by commenting on their posts, wishing them well on work anniversaries thus nurturing your relationships all throughout your career.

• Whenever you read about an individual within the business or meet them at a trade show or event, look them up! Connect with them. You never know when that connection will bring you new opportunities. Smart marketers make this a regular practice.

cacm.org | Vision Spring 2021

CONTINUES ON PAGE 38

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3 4 5 LINKED IN,

CONTINUED FROM PAGE 37

Consider seeking professionals out in these key ways:

• By company (or former company)

FIND OTHER PROFESSIONALS QUICKLY AND EASILY Perhaps you are in a highly competitive marketplace and reaching out to someone locally for support might not be the best move. You have options!

Consider using the search feature to connect to the best and brightest throughout the state or expand it to include all industry professional throughout the United States.

• See a key industry player speaking at an upcoming event? Connect with them. No matter how big or small… professional connections can make the difference in your future.

• Remove the “gatekeeper” to get right to key executives or individuals by sending them private messages or

connection requests. The sky is the limit when it comes to finding professionals on the platform. Perhaps you are looking to connect with: • Board Presidents • CEOs or Human Resource managers for that dream company you’ve always wanted to work for.

• Developers • Media professionalsjournalists who cover community stories worthy of sharing

BUILD A FOLLOWING: NUMBERS DO MATTER WHEN BUILDING A CAREER Circles of influence are essential — name recognition is built the more you engage by posting, sharing or commenting.

• Individuals will be introduced to you through the LinkedIn algorithm as your posts become more and more relevant to a larger audience.

• When commenting on other professionals’ posts, pay attention to others engaging.

Always connect with individuals when given the opportunity.

• Join and create groups for collaboration. Facebook has been known for groups, but LinkedIn groups can be very beneficial for more private conversations and collaboration.

FOLLOW INFLUENCERS WITHIN THE INDUSTRY AND LEADERSHIP CIRCLES This gains you access to other professionals who value their thoughts/ideas providing you the ability to expand your network, while learning from the best. Need a bit of inspiration? Consider following and learning from some of LinkedIn’s biggest influencers.

Although they are not within our industry, you’ll learn key insights into what prompts people to engage with your updates and content thus making you poised and ready for the new title of “CID Industry Influencer.” How do you find those individuals, you ask?

• Pay attention to who sponsors and exhibits at CACM events—follow the Industry Partners who support California managers.

38

• As you meet new contacts, grab their card or jot down their names (if in CMworld) and do a quick search/connect on LinkedIn immediately following the event.

Vision Spring 2021 | cacm.org

Emily Yost, Director of Marketing & Communications at CACM

AvidXchange and CACM

PARTNER TO EDUCATE members on the impact of accounts payable and payments automation

AvidXchange, provider of accounts payable (AP) and payment automation solutions for the middle market, and the California Association of Community Managers (CACM) are partnering to help educate community management organizations on the benefits of automation. Through expert content including webinars, virtual events and videos, CACM members will learn how to better manage financials by automating manual AP and payment processes.

“California has the most community associations of any state in the U.S., so developing this relationship with CACM will help inform a large portion of the industry about how automation enables more efficient, secure payments,” said Tyler Gill, Vice President of Homeowner Association Sales at AvidXchange. “CACM provides best-in-class education and we are eager to become part of those resources to support community managers in focusing on what matters most – serving their communities and building relationships with board members.”

Shifting from paper-based AP to electronic invoicing and payments allows community associations and management companies to increase efficiency and cut

costs. By reducing the time and resources required to pay bills, companies can grow and scale portfolios without adding headcount. Solutions like AvidXchange Strongroom also integrate directly with the most widely used HOA accounting systems, creating a unified platform that enables full visibility into cashflow for HOA boards and easy invoice approvals to avoid payment bottlenecks.

“We are very excited to add AvidXchange into the CACM Alliance Partnership Program,” shares CACM CEO, Tom Freeley. “When considering partners in our Alliance Partnership Program, we look for companies that share our goals of providing the best service to their clients.

AvidXchange, an industry leader in the account payable processing space, accomplishes that goal. This partnership will ensure our manager and management company members receive incredible incentive-based programs and services.”

AvidXchange serves community management companies and HOAs nationwide, offering solutions and services that meet the complex needs of association managers, accounting teams, board members and homeowners.

TO LEARN MORE, VISIT www.avidxchange.com/industries/community-association-management

cacm.org | Vision Spring 2021

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YOU GOT THIS!

You’re certified.

You’re experienced.

You’re qualified.

Be confident in your abilities and knowledge as a professional association manager to handle the most difficult situation.

By Kathleen Waite, CCAM

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Vision Spring 2021 | cacm.org

W

e’ve all been there. You’re on a call with an upset owner who is an “expert” in everything related to their association. They’re furious that you are not helping them with a toilet leak, even though their toilet is their responsibility as a homeowner living in a singlefamily house. You try to get a word in, but they continue to talk over you. Or they’re upset that the HOA didn’t give them something they feel they deserve or are owed, but you as the manager know it’s well outside of your scope or duties to perform whatever work it is they are demanding.

You think to yourself, “Time to call in back-up.”

While back-up is always great, as a manager, you should feel strong enough in your knowledge to know that sometimes, you’ve got this on your own. There are ways you can remain calm, professional, and also stand your ground and explain why maybe they are mistaken or even flat out wrong in their position.

manager who has spent years in the field, thousands of hours on mastery of their profession and in many cases, has special certifications like the CCAM certification to prove it. Still, this manager sometimes lacks the confidence to stand up alone to bullies or antagonistic homeowners and board members. All experienced managers should feel empowered to stand up for what they know is right and have the tools to handle those difficult members.

TAKE TIME TO EDUCATE THEM

This issue of Vision Magazine is focused on the next generation of managers, management, and what the future of our industry looks like. During our discussion of all of these facets of this multifaceted industry, a common theme emerged about either homeowners becoming younger, managers becoming younger, and how that dynamic could shift our industry.

In my experience, the first line of defense is education. Teach that difficult owner what you know! You have spent hours upon hours poring over governing documents, attending classes to keep you up to date on HOA law, and in 99% of the cases, that owner yelling at you has not had even a fraction of experience with their own association as you have.

The hypothetical above plays out frequently where an owner who is “wiser” than a young manager is confident they know more than this

They need to understand what you understand so that you can communicate with them effectively.

Explaining the pertinent sections of the

safe and functional right now is more important than ever. There is a level of anguish any mishap can place on even the most well-adjusted homeowner that we need to be prepared to deal with as their association manager. As the manager, you should feel empowered to help this owner through their challenge, no matter how big or small. You can empathize with the owner and then use your toolkit of knowledge and experience to explain how you can help, or how maybe you can’t help and what they’ll need to do as part of their responsibility as the homeowner, and to answer their questions.

In this industry we can all say, “never say never,” but in reality, many of the issues we see come up are common for us, but uncommon for the average owner. Normal homeowners may deal with a single flood in their whole life. An association manager probably deals with it on a weekly, if not more frequent basis. Understanding that we are “desensitized” can help us be sure we consciously are empathetic with owners during their own difficult time.

It’s not that as a manager you can never ask for help. You absolutely should ask and should know when you hit the point where you need that back-up. There is a wealth of knowledge to be tapped in this industry and the lessons we can learn from those with experience is often immeasurable. It is being able to retain that knowledge and use it to your advantage that is most important.

Normal homeowners may deal with a single flood in their whole life. An association manager probably deals with it on a weekly, if not more frequent basis governing documents or related civil codes can be an easy way to defuse the situation so that you and the other party are both looking at the same facts and getting closer to a mutual understanding. It is an all-too-common occurrence that an association member just genuinely has no idea what your scope of work is, what the association’s responsibilities are, and what they are responsible for individually.

Association living is not for everyone and it is another all-too-common experience that an owner buys into an association not fully understanding the roles and responsibilities of all parties involved. It is not always fail-proof, but a little education to someone who is new to association living can go a long way when done clearly and upfront. We have tools like CC&R sections or the Davis Stirling Act to reference as

part of that education. While those items are not always cut and dry, they are a starting point to make sure everyone is on the same page as far as responsibilities.

You spend the time to learn the craft of association management and should feel confident in using it in all situations, especially those difficult ones we’re often presented with to guide you through future problems that will inevitably come up. And if you hit a wall, and are just not sure, there is no shame in asking for help.

SHOW EMPATHY Having empathy is hugely important when communicating with residents, especially ones who are agitated. For the association manager, this is our job. There is a level of separation we have between our personal lives and the associations we work for. The owner who just had their bathroom flooded has just had likely one of their biggest, if not the biggest, investment of their life damaged. This is not even just an investment in most cases, but also their home.

We can all agree that having your home clean,

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

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Tips on building trust and gaining confidence from your association board.

By Andrew Hay, CAMEx, CCAM-ND.PM

Be The Expert T

hink back to a time in school when you had a teacher that you learned the most from. What were they like? Did they have to spend countless hours looking up answers for the students or did they have most answers at the ready? Did they simply read from the textbook each day or did they apply anecdotal or real-life examples to help solidify the learning process for the class?

Now think to your style as a manager. Do you find yourself telling the board you have to research items that are on the agenda and being discussed in a meeting? Do you simply copy and paste sections of the governing documents or Civil Code to your homeowners and board members with no additional input or insight? As managers we are as much educators to our client board members as we are support for them.

If you have a portfolio of clients who simply dictate their decisions to you without ever soliciting your feedback or opinion, then you likely have fallen into (or inherited) the trap that many who struggle within our industry have succumbed to. This dynamic results in a much more difficult, and time consuming, way of managing associations and has been the undoing of many who have entered this industry.

If you are able to become a trusted expert to your clients and to build rapport within the communities you manage, you will find that your boards spend less time delaying decisions for ‘more information’ and more time focused on ways they can improve their community.

Here are some simple ways to challenge yourself to become an expert and industry professional that many of your successful peers have become.

1. KNOW THE AGENDA/BOARD PACKET This is the simplest and most important way to achieve trust with your clients. If you have prepared the board packets and agendas for your meetings, shouldn’t you be the person who knows the most about them? If you allow your clients to dictate everything that goes onto the agenda and then do not hold them accountable to provide backup for those items, how can you or the other board members be prepared to speak/decide on the matter? Nothing should be in that board packet or on the agenda that you don’t have at least partial working knowledge of and it is reasonable to ask your board members to provide you with details for anything they ask to have added to a meeting.

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2. SHARE EXPERIENCES This one is twofold. Successful managers can relate the experiences they have in managing other associations with their clients as a good way to develop trust and rapport. Additionally, successful managers share their experiences with each other, whether it be through internal company meetings or CACM and other trade organization events. There is always an opportunity to share your experiences and learn from others in the process, which you can then use to educate your clients.

3. PROACTIVELY PROVIDE UPDATES One great way to build rapport is to anticipate questions or requests you get from your board members and provide them with the information before they even ask. Start with the big-ticket items (Hint: Anything that was on the previous meeting’s agenda/minutes) and then watch out for items that may pop up in between meetings. Chances are if you’ve heard from three to five homeowners on an issue, the board members will be made aware of the issue in due time. Giving them a courtesy heads up or update before they even find out about an issue will make them look and feel good and strengthen their confidence in you.

4. KEEP UP-TO-DATE Subscribe to as many industry newsletters and magazines as possible. CACM has many resources available for its members and many industry partners have free newsletters you can subscribe to. This is a great way to proactively know what is coming for our industry before it becomes a rush item for a board’s agenda.

Attending industry events, including local forums, is another way to learn about current trends, upcoming changes/challenges and learn from shared experiences as mentioned above.

5. SPEAK UP None of the ways mentioned above of building rapport and trust will be effective unless you develop this skill. Do not be afraid to speak up to your boards, which sometimes means correcting them, in a respectful manner.

Sometimes the board meeting is not the appropriate place to do this. Other times it is necessary to do so at a meeting to ensure your board members know you are serious about what you are telling them. A best practice is to put your recommendations in the board packet and then reference them in the meeting if a board is headed in the wrong direction. That way no one will feel defensive or ambushed when you redirect their course. Remember, you are the professional in the room and it is appropriate to act as such.

There are other ways you can successfully establish yourself as an expert and build trust with your clients.

Each board is a unique and ever-changing group. Find what works best for you and be ready to apply that in your daily interactions with the homeowners and board members you interact with.

When you establish yourself as an expert, you will find that your time and effort are maximized on the important items that must be accomplished.

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

cacm.org | Vision Spring 2021

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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 fourth quarter of 2020 (October 1-December 31.)

INDUSTRY PARTNER PLUS

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CONSISTENCY IS THE HINGE

BY FRANK JAUREGUI, CCAM

“Who you are today is not who you are destined to become.

However, who you are destined to become will be determined by who you decide to be today.”

– Zach Slobin

As I sat transfixed gazing upon the highresolution screen situated within our living room, I watched as our collective populace turned the calendar page from 2020 into 2021. The revelers and celebratory lauds still ring in my ears with folks vocalizing their high-hopes and personal resolves to do better. To live better. To be better.

And then it happens…you know what I mean. Life gets hard. Life confronts you. Life seems to assault you. Life may even seem to have it out for you.

So, what is the solution when political turmoil abounds? When global health concerns surge? When personal trials and difficulties seem unrelenting?

The answer is CONSISTENCY . The steady and unwavering conformity to a set of guiding principles and actions that produces results regardless of talent and social standing. You decide every day to be the person you want to be by the responses and reactions you have to what is given to you. Everything passes through this sieve of consistency. You are right now the product of what you have consistently decided to do

up this point. For some of you, this is an encouragement and for others it may be a challenge.

I remember taking down this short staccato list below in my notes. I don’t remember where I got it from but these pithy statements where helpful to me. I hope that these same words will resonate within you now and be a valuable resource when you need to revisit your level of consistency.

DO MORE. Do more of what is right. Your conscience informs you and emboldens you.

Consistently do more of what allows you to lay your head down at night knowing you have done what was best to serve others and yourself.

CRITICIZE LESS. Consistently use your words to build someone else up. Words, whether vocalized or written, can carry a heavy weight of severity. Use your words in all of our situations to bring a salve to every situation.

cacm.org | Vision Spring 2021

CONTINUES ON PAGE 46

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CONSISTENCY IS THE HINGE, CONTINUED FROM PAGE 45

LEARN MORE.

DOUBT LESS. BELIEVE MORE.

Learn more about yourself, others and the things that light your inner passions on fire. Consistently be excited to delve deeper into subjects you might think you know well already. Be excited to teach what you have learned to others.

Believe in the best of those around you even when they sometimes prove you wrong. Consistently have faith to walk in the knowledge that what you are doing is right and helpful to those around you.

LIVE MORE. COMPLAIN LESS. We may at times be placed in a situation that we don’t prefer, which evokes this reaction. Consistently practice thankfulness. Realize that you need less than you think – and you have more than you deserve.

No one gets out of this life alive.

Consistently live your life for the benefit of those you serve whether that is professionally or familial. Live a life of no regrets – no surrenders – no retreats.

“You need less than you think.

Just enjoy the moment now.”

– Brendon Burchard

Consistency is the hinge on which everything turns on.

PRAY MORE. Regardless of your theological or philosophical proclivities on something as simple as prayer, consistently take moments to personally submit to someone greater than you.

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My friends and colleagues, make a simple decision to be consistent in these simple matters and you will live a life of amazing personal growth and happiness.

Frank Jauregui, CCAM is Senior Community Association Manager at The Management Trust – Southern California, ACMC.

W

Making a Difference in the Desert

hen Damian Jenkins joined The Management Trust after a lifetime working in the luxury hospitality industry, he was happy to learn that a key facet of the company’s culture was giving back through local and national nonprofits. The Management Trust supports several including the USO, YMCA, Desi Strong Foundation, and local rescue missions and food banks, to name a few.

So with CEO Bill Sasser’s nod, Jenkins, who serves as President of The Management Trust’s Desert Division, added one more to the list: Desert Arc, a nonprofit focused on serving people with disabilities such as autism, cerebral palsy and down syndrome, in the desert communities of Coachella Valley and beyond.

“Having a son with special needs, its mission is close to my heart.”

Jenkins joined the nonprofit’s efforts, and has served as its board chair for the past two years.

“Having a son with special needs, its mission is close to my heart,” Jenkins said. “They’ve been around for over 60 years and provide opportunities for adults—anyone 18 and over.”

Desert Arc teaches life and work skills and provides employment in landscaping, shredding, recycling, janitorial, and fulfillment through its employer network. Jenkins said The Management Trust’s Desert Division often uses Desert Arc’s landscaping and janitorial service at its office, as well as country clubs and some communities. The service is affordable and the quality of work is above standards, he said. “We also utilize their shredding services on an ongoing monthly basis.”

“They are so meticulous with attention to detail and laser focused on rules, as well as passionate and prideful because they have a job. It’s so great to see their smile when they collect that first pay check,” he added.

Jenkins said working with Desert Arc has allowed him to give back and impact people’s lives in a meaningful way – providing individuals with fulfillment and a sense of purpose while also providing much needed services to The Management Trust and the clients they serve.

Although the pandemic has impacted Desert Arc’s employment program as some country clubs closed or limited operations, Jenkins proudly notes that through The Management Trust’s involvement, the nonprofit added $100,000 in its topline revenue since his tenure on the board.

About 700 people are enrolled in Desert Arc’s programs, including its employment program, according to its website. cacm.org | Vision Spring 2021

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Thank you to our sponsors for the fourth quarter of 2021 (October 1-December 31) 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.

Advanced Painting & Wood Repair

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Deck Specialty Coatings Products)

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CMWORLD: THE COMMUNITY MANAGEMENT INDUSTRY’S !

VIRTUAL WORLD - JOIN US While many CACM members have downloaded, logged in and experienced our new virtual world, we know some of you have not.

Don’t worry. We’ve got you covered.

We continue to hold training sessions inside of CMworld to teach you some of the features of the software so you are prepared for your next virtual course or event on the platform!

All you have to do is download the software to your computer or laptop, and log in. The training starts on the welcome pad of CMworld! No other link is needed.

The first time you log onto CMworld, you will be taken to the fitting room to set up your avatar. But once you hit personalize your avatar, you will click on save and be teleported to the Welcome Pad.

LYNETTE BERTRAND AND EMILY YOST, CACM STAFF

OUR UPCOMING TRAININGS no registration needed, just show up

APRIL 9 APRIL 16 APRIL 23 APRIL 30 MAY 7 MAY 14 MAY 21 MAY 28

12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM 12:00 PM AND 2:30 PM

**We recently upgraded CMworld. So if you’ve downloaded in the past, when you log in, the program will automatically update and will take longer than usual to load. Please note this is normal as your computer updates the software.

HAVEN’T RECEIVED THE INVITATION TO DOWNLOAD? EMAIL US AT COMMUNICATIONS@CACM.ORG. FOR MORE INFORMATION, GO TO: HTTPS://CACM.ORG/EVENTS/CMWORLDTRAINING/ cacm.org | Vision Spring 2021

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PHOTO RECAP NORTHERN CALIFORNIA LAW SEMINAR

FEBRUARY 4 - 5, 2021

BONNIE BASHAM, BASHAM MANAGEMENT

DAWN ALONZO, AXIS CONSTRUCTION

LISA RICHOFSKY, THE HAMILTON HOA ASSOCIATION SERVICES NETWORK JACOB GONZALEZ, RIVERSIDE MANAGEMENT & FINANCIAL SERVICES, INC.

JENNIFER TREFF AND LUANNE HINEY, THE HIGNELL COMPANIES

DENISE WOLFORD AND MANDI NEWTON, VARSITY PAINTING

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NCLSE EXHIBITOR BOOTH WINNERS DLC CONSTRUCTION MANAGEMENT AIVY VU, ANGIUS & TERRY LLP

Kimberley Flickner, CCAM-PM-Bay Area Property Services Adriana DaSilva, CCAM-MB Homeowners Mgmt.

ACT CONSTRUCTION

Kellie Campbell, CCAM-Collins Management, ACMC

CID INSURANCE

Brandi Mendez, CCAM-Katzakian Property Management

PACIFIC PREMIER BANK

Amber Thompson, CCAM-Terra Vista HOA Management Levy, Erlanger & Company LLP, CPAs Brittany Pinkston-The Management Alternative

UNIVERSE PAINTING & CONSTRUCTION

Tom Muniz, CCAM-The Villages Golf and Country Club

C&A PAINTING

DUNN EDWARDS

BERG INSURANCE AGENCY

POPULAR ASSOCIATION BANKING

KEVIN HENNESSY INSURANCE

CINC SYSTEMS

April Ham, CCAM-CJM Association Services, Inc. Vicky Lentz, CCAM-The Management Trust, Northern CA, ACMC

Kimberley Flickner, CCAM-PM-Bay Area Property Services Henry Romero, CCAM-Christison Company

GARY TAYLOR AND GREG WIETBROCK, THE HIGNELL COMPANIES

Kimberley Flickner, CCAM-PM-Bay Area Property Services

Annette Terry, CCAM-Bay Area Property Services Brittany Pinkston-The Management Alternative Selina Bravo-Bay Area Property Services

Corinne Heald, CCAM-Eugene Berger Mgmt Corp.

PARKWEST

Henry Romero, CCAM-Christison Company

ARBORWELL

Stacey Lint, CCAM-Homeowner Association Services

GIULIANI CONSTRUCTION & RESTORATION

Samantha Ferris-Harbor Bay Isle

IQV CONSTRUCTION & ROOFING SARA PONSETTI, COLLINS MANAGEMENT, ACMC

Robert Ross, CCAM-Common Interest Management Services

WILD ENCOUNTERS GAME

Aletha Hill, CCAM-Riverlake Community Assn.

Grace Romero-CitiScape Property Mgmt Group, LLC, ACMC Robin Marquez, CCAM-Granite Peak Management, Inc.

TARC

Melissa Hajostek, CCAM-PM-Bay Area Property Services

ALLIANCE ASSOCIATION BANK

Jennifer Treff, CCAM-PM.AA.CI-The Hignell Companies

OTHER WINNERS

KELLY-MOORE

Christopher Flood, CCAM-C Flood Management

GAF

Lauren Waite, CCAM-American Management Services

AMERICAN ASPHALT

Dean Jackson, CCAM-HR-Collins Management, ACMC Helene Dellanini, CCAM-Daniel Burnham Court Carol Turley, CCAM-Pajaro Dunes Assn.

Christina French, CCAM-LS-Moraga Country Club HOA Anastasia Kasparova-Bayside Management and Leasing

Yuliana Ramirez, CCAM-Steward Property Services, Inc.

EXCLUSIVELY IN cacm.org | Vision Spring 2021

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SCLSE EXHIBITOR BOOTH WINNERS PACIFIC PREMIER BANK

Angelica P. Chacana, CCAM-LB Property Management, ACMC

CID INSURANCE PROGRAMS

Juanita Hudson, CCAM-The Management Trust- Southern California, ACMC

CINC SYSTEMS

Ernesto Bethencourt-LB Property Management, ACMC

ARBORWELL

Phyllis Loer, CCAM-The Helsing Group, Inc., ACMC

INTERSTATE

Crystal Nachbar, CCAM-LB Property Management, ACMC

IMAILTRACKING

Remma Hawartheh, CCAM-Albert Management Julie Bigelow, CCAM-Walters Management Wendy Cross, CCAM-LS.AASeabreeze Management Maria Grant, CCAM-The Management Trust-Southern California, ACMC

GAF

Tina Strabel-Eugene Burger Management Corporation

FLANAGAN LAW

Sheri Santospieve-Eugene Burger Management Corporation

FIORE RACOBS & POWERS

Elva Gonzales-Powerstone Property Mgmt., ACMC

Margaret Krivoruchko, CCAM-CitiScape Property Management Group LLC, ACMC HERITAGE BANK OF COMMERCE Kaycie Lambright-Powerstone Property Mgmt., ACMC EMPIREWORKS RECONSTRUCTION Cheryl Witherill, CCAM-1849 HOA Jennifer E. Wood, CCAM-Walters Management, ACMC & Christie Alviso, WILD ENCOUNTERS GAME CCAM- StoneKastle Community Phillip D. Aguilar-CitiScape Property Management, Inc. Management Group LLC, ACMC Stephanie Schumann, CCAM-The GOLDEN ALLIANCE INSURANCE Management Trust – Southern Christie Alviso, CCAM-StoneKastle California, ACMC Community Management, Inc. Rena MacDonell, CCAM-The John Stewart Company OTHER PRIZE WINNERS Pot of Gold Contest Winner Kathy Emmons, CCAM-The Emmons John Dennis, CCAM-Lake Forest Company Keys HOA

SUE SPENCER, THE EMMONS COMPANY KATHY O’CONNOR, THE EMMONS COMPANY

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CHERYL MAMAU, THE MANAGEMENT TRUST - CENTRAL CA

ROBERT GIROLAMO, EASTLAKE VILLAGE ASSOCIATION MINDY DENT, THE MANAGEMENT TRUST - SOCAL

JUDITH PALLARES, HUNTINGTON WEST PROPERTIES, INC.

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VALERIE RABOIN, CANYON LAKE POA

FRANK JAUREGUI, THE MANAGEMENT TRUST - SOCAL DAVID CARINO, BLUESKY RESTORATION

EXCLUSIVELY IN cacm.org | Vision Spring 2021

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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.

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

Course and Event Calendar

upcoming courses & events

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

BASICS OF ASSOCIATION MANAGEMENT Zoom

EXPLAINING FINANCIAL STATEMENTS FIN220

Session 5 of 8 April 21 • CMM102 1:30 PM - 3:30 PM

Session 1 of 3 May 6 1:00 PM - 3:00 PM

Session 2 of 8 April 14 • CMM101 1:30 PM - 3:30 PM

Session 6 of 8 April 22 • CMM102 1:30 PM - 3:30 PM

Session 2 of 3 May 11 1:00 PM - 3:00 PM

Session 3 of 8 April 15 • CMM101 1:30 PM - 3:30 PM

Session 7 of 8 April 28 • CMM102 1:30 PM - 3:30 PM

Session 4 of 8 April 20 • CMM101 1:30 PM - 3:30 PM

Session 8 of 8 April 29 • CMM102 1:30 PM - 3:30 PM

CMworld™

Session 1 of 2 April 30 9:00 AM - 11:00 PM

Session 2 of 2 April 30 1:00 PM - 3:00 PM

NEW DEVELOPMENT COMMUNITY MANAGEMENT SPC440 Zoom

Session 1 of 6 April 20 9:00 AM - 12:00 PM

Session 4 of 6 May 18 1:30 PM - 4:00 PM

Session 2 of 6 April 21 1:30 PM - 4:00 PM

Session 5 of 6 May 19 9:00 AM - 12:00 PM

Session 3 of 6 April 22 9:00 AM - 12:00 PM

Session 6 of 6 May 20 1:30 PM - 4:00 PM

Zoom

CMworld™

Session 1 of 8 April 13 • CMM101 1:30 PM - 3:30 PM

ETHICS MASTERY LDR550

CALIFORNIA LAW SERIES

Session 3 of 3 May 21 1:00 PM - 3:00 PM

RESERVES: WHAT, WHY & HOW FIN200 CMworld™ May 21

9:00 AM - 12:00 PM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS CMM130 Session 2 of 2 May 17 1:00 PM - 3:00 PM

ADVANCED INSURANCE PRINCIPLES INS300

STRATEGIC FINANCIAL PLANNING FIN320 CMworld™

Session 2 of 2 June 25 9:00 AM - 11:00 PM

ADVANCED ETHICS: LEADERSHIP & DECISION MAKING LDR500

Session 3 of 8 June 10 • CMM122 9:00 AM - 11:00 AM

Session 7 of 8 June 24 • CMM124 9:00 AM - 11:00 AM

Session 4 of 8 June 11 • CMM122 9:00 AM - 11:00 AM

Session 8 of 8 June 25 • CMM124 9:00 AM - 11:00 AM

CMworld™

Session 1 of 2 June 28 9:00 AM - 11:00 PM

Session 2 of 2 June 28 1:00 PM - 3:00 PM

Session 1 of 6 June 8 9:00 AM - 12:00 PM

Session 4 of 6 June 16 9:00 AM - 11:30 AM

Session 2 of 6 June 9 9:00 AM - 11:30 AM

Session 5 of 6 June 22 9:00 AM - 12:00 PM

Session 3 of 6 June 15 9:00 AM - 12:00 PM

Session 6 of 6 June 23 9:00 AM - 11:30 AM

ASSESSMENT COLLECTIONS FIN210 Zoom

CMworld™

Session 1 of 2 June 17 9:00 AM - 11:00 PM

Session 6 of 8 June 18 • CMM123 9:00 AM - 11:00 AM

CMworld™

9:00 AM - 12:00 PM

Session 1 of 2 June 24 9:00 AM - 11:00 PM

Session 2 of 8 June 4 • CMM121 9:00 AM - 11:00 AM

PORTFOLIO MANAGEMENT SPC430

CMworld™ May 26

Session 5 of 8 June 17 • CMM123 9:00 AM - 11:00 AM

FOUNDATIONAL ETHICS FOR COMMUNITY MANAGERS CMM130

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Session 1 of 8 June 3 • CMM121 9:00 AM - 11:00 AM

Session 2 of 2 June 17 1:00 PM - 3:00 PM

Session 1 of 2 June 29 9:00 AM - 11:00 PM

cacm.org | Vision Spring 2021

Session 2 of 2 June 30 9:00 AM - 11:00 AM

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