SoCal 2023 Law Seminar Event Guide

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MARCH 16 -17, 2023

DISNEYLAND HOTEL & CONVENTION CENTER

EVENT GUIDE

When Crime Comes to Your Community | Castle

Special Assessments: It’s All About Communication | Sleeping Beauty

Back to Basics: Association Committees | Monorail

Elections and Virtual Meetings: What’s New? | South Ballroom

Fair Housing Pitfalls: How to Avoid Lawsuits | Sleeping Beauty

Balconies: Beyond the Inspection | Castle

Is it Harassment? Common Types and Taking Action | South Ballroom

Manager Roundtable | Sleeping Beauty

Mental Health and HOAs | South Ballroom

The Secret of My Success | Monorail

When Neighbors Aren’t So Neighborly | Monorail

For the Record | Castle

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6 8 14 15 22 24 25 26 30 Conference Schedule Keynote
Speaker 12 Concurrent Sessions
and New Case Law
40
4
Address
Annual Legislative Update
Speakers:
Industry Experts With CID Industry Knowledge & Expertise Vision Award Nominees
You
Nearby Restaurants and Cafes Thank
Sponsors Exhibitor Listing, Information and Expo Hall Map Getting Around the Disneyland Hotel & Convention Center TABLE OF CONTENTS

SCHEDULE

WEDNESDAY, MARCH 15, 2023

12:30 PM – 4:30 PM

PRE-SEMINAR ETHICS COURSES (Optional, On-site)

LDR500 Advanced Ethics: Leadership & Decision Making (Prerequisite applies) Castle A-C

LDR550 Ethics Mastery Course (Prerequisite applies)

Two Classes: Monorail A-B & Monorail C

THURSDAY, MARCH 16, 2023

7:30 AM – 8:30 AM 7:30 AM – 8:30 AM

8:30 AM – 8:45 AM

8:45 AM – 9:45 AM

REGISTRATION Center Lounge

BREAKFAST Magic Kingdom Ballroom

CEO WELCOME & CACM ANNUAL MEETING Magic Kingdom Ballroom

KEYNOTE PRESENTATION Magic Kingdom Ballroom

VISION AWARDS PROGRAM Magic Kingdom Ballroom

CONCURRENT SESSIONS

Back to Basics: Association Committees Monorail

Balconies: Beyond the Inspection Castle

Fair Housing Pitfalls: How to Avoid Lawsuits Sleeping Beauty

Is it Harassment? Common Types and Taking Action South Ballroom

LUNCH BREAK Magic Kingdom Ballroom

EXPO HALL OPEN Exhibit Hall

CONCURRENT SESSIONS

When Neighbors Aren’t So Neighborly Monorail

When Crime Comes to Your Community Castle

Special Assessments: It’s All About Communication Sleeping Beauty

Elections and Virtual Meetings: What’s New? South Ballroom

INDUSTRY PARTNER NETWORKING HAPPY HOUR Adventure Lawn

WELCOME RECEPTION Adventure Lawn

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– 12:45 PM 12:45 PM – 3:00 PM 3:15 PM – 4:30 PM 3:30 PM – 4:30 PM 4:30 PM – 6:30 PM
9:45 AM – 10:15 AM 10:30 AM – 11:45 AM 11:45 AM

FRIDAY, MARCH 17, 2023

BREAKFAST Magic Kingdom Ballroom

CCAM OATH CEREMONY Magic Kingdom Ballroom

CONCURRENT SESSIONS

For the Record Castle

Mental Health and HOAs South Ballroom

The Secret of My Success Monorail

Manager Roundtable Sleeping Beauty

EXPO HALL OPEN Exhibit Hall

LUNCH BREAK Magic Kingdom Ballroom

2:15 PM – 3:30 PM

NEW CASE LAW Magic Kingdom Ballroom

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 10 CEUs.

cacm.org | 2023 CACM Southern California Law Seminar | 5 8:00 AM – 9:00 AM 9:00 AM – 9:30 AM 9:45
– 11:00 AM 11:00
1:00
1:00
AM
AM –
PM
PM – 2:00 PM
Ted Ma

TED MA

Be the One: How Great Leaders Bring Out the Best in Others

We all have a leader who made a significant impact on our career. The mentor who challenged the way we see ourselves and how we show up in the world. As a result, they become “the one” for us. Our ability to be the one for others doesn’t happen by chance; it is a result of a specific mindset and set of behaviors. Based on a national research study, this interactive keynote will teach you how to overcome the barriers that hold most leaders back and create a culture that people never want to leave.

Ted Ma is an international keynote speaker, author, and leadership strategist who works with leaders and organizations to create a culture that people never want to leave. As an elder millennial, he has been coaching leaders for over 20 years. Unlike many leadership experts, Ted built and led an international sales team of over 6,000 independent agents. His work has been featured in numerous publications such as USA Today, Inc, CNBC, and the New York Times.

When he’s not traveling the world speaking, you may find him rappelling down waterfalls, trying to keep up with his new son, or ordering complicated coffee drinks.

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CONNECT
WITH TED ON SOCIAL MEDIA: Ted Ma | @realtedma
KEYNOTE ADDRESS

When Crime Comes to Your Community

Thursday, March 16 | 3:15 PM - 4:30 PM | Castle (Session geared toward managers of all experience levels)

Learn how managers should guide their boards in addressing issues like homelessness, package thefts and other petty crimes while limiting liability to the associations, managers and management firms. Session will go over security devices including cameras, access control systems, gates, private patrols and new ideas being used to curb crime, as well as whether boards should encourage police involvement in their community.

Special Assessments: It’s All About Communication

Thursday, March 16 | 3:15 PM - 4:30 PM | Sleeping Beauty (Session geared

Communicating the why of a special assessment is key in ensuring boards and memberships pass it. This session will provide tips on how to advise your board and members that a special assessment is needed, including how to create a communications plan and bringing in experts including attorneys, bankers, auditors, general contractors and project managers for support. Panelists will provide a list of resources for you to improve financial understanding and develop better budgeting skills.

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John Hansen, Esq., Baydaline & Jacobsen LLP Dawn Suskin, CCAM-LS.CI, Seabreeze Management Company Matt Ober, Esq., Richardson | Ober Fred Whitney, Esq., Whitney | Petchul APC Lorena Sterling, CAFM, Community Association Financial Services (CAFS)
CONCURRENT SESSIONS
Robert DeNichilo, Esq., Nordberg | DeNichilo, LLP toward managers of all experience levels)

Back to Basics: Association Committees

Thursday, March 16 | 10:30 AM - 11:45 AM | Monorail

(Session geared toward managers of all experience levels)

This session will detail best practices for creating committees and managing them for the best interest of the community. It will define the committee charter and how it’s used, the role of a committee chair, and experience required of committee members. It will also offer ideas on how often committees should meet and what to include in a meeting agenda and minutes as well as the role and responsibilities of each committee member.

MANAGERS:

Elections and Virtual Meetings: What’s New?

Thursday, March 16 | 3:15 PM - 4:30 PM | South Ballroom

(Session geared toward managers of all experience levels)

Confused about the election timelines? Can virtual meetings still occur postCOVID? Panelists will explain the timelines and laws impacting elections and virtual meetings, including voting by acclamation, notice and ballot requirements and deadlines, and the parameters for virtual meetings including potential penalties and lawsuits.

Your badge must be scanned into sessions to track your attendance and receive the 10 CEUs.

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Tara Radley, Esq., Beaumont Tashjian George Ross, CCAM-LS, PMP Management Andrea O’Toole, Esq., O’Toole Rogers, LLP Mark Guithues, Esq., Community Legal Advisors, Inc. Laurie Harris, CAMEx, CCAM, CiD Consortium LLC, ACMC David Swedelson, Esq., SwedelsonGottlieb

Fair Housing Pitfalls: How to Avoid Lawsuits

Thursday, March 16 | 10:30 AM - 11:45 AM | Sleeping Beauty (Session geared toward managers of all experience levels)

How do you enforce association rules without triggering a claim of discrimination? How can community managers and their boards avoid a claim or process a claim should they receive one? Learn how to educate your board regarding Fair Housing Laws. Session will go over protected classes, the most common complaints and how they can be avoided, and facilitators will provide a timeline and checklist of the claim process.

Balconies: Beyond the Inspection

Thursday, March 16 | 10:30 AM - 11:45 AM | Castle (Session geared toward new managers)

So your balcony inspection has occurred—now what? You will hear about what to do with the inspection report including the next steps to complete repairs and plan for future inspections. Panelists will review balcony bill and manager responsibilities; how repairs should be handled; the inspection process; how repairs are expensed; and obtaining owner/tenant cooperation. You will walk away with a timeline of inspection to completion of repairs.

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Rachel Miller, Esq., The Miller Law Firm Margo Crummack, CAMEx, CCAM-ND, Crummack Huseby Property Management, Inc. Michael Kennedy, Esq., Berding | Weil LLP Sandra L. Gottlieb, Esq., SwedelsonGottlieb Shanne Ho, CCAM-HR.ND, ProActive Professional Management Jasmine Hale, Esq., Berding | Weil LLP
CONCURRENT
SESSIONS

Is it Harassment?

Common Types and Taking Action

Thursday, March 16 | 10:30 AM - 11:45 AM | South Ballroom

(Session geared toward managers of all experience levels)

Living in multifamily units presents challenges to the community manager. What constitutes harassment from homeowners and board members and when should you seek legal counsel? Speakers will describe the different types and forms of harassment, how to deal with it and what legal actions can and should be taken. Session will cover how to document harassment and how to distinguish between harassment and neighbor-to-neighbor disputes. A sample harassment policy will be provided.

Manager Roundtable

Thursday, March 16 | 9:45 AM - 11:00 AM | Sleeping Beauty

(Session geared toward experienced managers)

This session is intended for experienced managers interested in advanced discussions on issues impacting their day to day including teambuilding, education, secret sauce for longevity in the industry, and how you’re resolving problems and putting out fires.

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 10 CEUs.

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Dea Franck, Esq., Epsten, APC Stacy Gerowitz, CAMEx, CCAM, Century Hill Association Melissa Ward, Esq., Adams | Stirling PLC Jeffrey Beaumont, Esq., Beaumont Tashjian Darren Shaw, CAMEx, MCAM-LS.AA, San Diego Country Estates Association Brian Moreno, Esq., Brian D. Moreno Law Corporation APC

Mental Health and HOAs

Friday, March 17 | 9:45 AM - 11:00 AM | South Ballroom

(Session geared toward managers of all experience levels)

Mental illness is a growing health issue and HOAs are not exempt. This session will address how to deal with challenging residents who suffer from mental illness and provide best practices and resources available at local and state levels. Speakers will review any laws or policies that should be adopted to help owners, boards, and managers navigate through issues. Attendees will walk away with a list of practical steps.

The Secret of My Success

Friday, March 17 | 9:45 AM - 11:00 AM | Monorail

(Session geared toward managers of all experience levels)

As Horace Jackson Brown aptly put it, “The best preparation for tomorrow is doing your best today.” Whether you’re a new community manager or seasoned veteran, there are always opportunities available to expand your knowledge base, develop new skills, identify new resources and hone best practices. This session will discuss tips for succeeding as a community manager including soft skills, effective habits, continuing education, how to stay on top of new legislation, vendor resources, improving accounting knowledge, stress management, and more. You will walk away empowered to grow alongside our ever-changing industry.

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Joan Lewis-Heard, Esq., SwedelsonGottlieb Karen Newsome, CCAM-PM, The Management TrustSouthern California, ACMC Timothy Flanagan, Esq., Flanagan Law, APC Cang Le, Esq., Tinnelly Law Group Joseph Price, CAMEx, CCAM, Powerstone Property Management, ACMC
CONCURRENT
Susan Hawks McClintic, Esq., Epsten, APC
SESSIONS

When Neighbors Aren’t So Neighborly

Thursday, March 16 | 3:15 PM - 4:30 PM | Monorail

(Session geared toward new managers)

This session will provide you tips for arriving at a win-win scenario in conflict management, including how to document and investigate a neighbor-toneighbor complaint; whether the association needs to become involved and how; if the board needs to participate and when to contact an attorney or mediator as well as who covers the cost if they do. Attendees will walk away knowing what a neighbor-to-neighbor dispute is and how to properly handle complaints from start to finish.

For the Record

Friday, March 17 | 9:45 AM - 11:00 AM | Castle (Session geared toward new managers)

Managers are often bombarded with homeowner requests for records, but do you have to provide them and when? Learn what records can be provided within the legal timelines. Panelists will talk about how to handle a record request, what documents are subject to inspection, what are the member’s and director’s rights, how to handle redaction or withholding of documents and whether to charge or not. A record retention chart will be provided.

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 10 CEUs.

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Cyrus Koochek, Esq., SwedelsonGottlieb John Kalas, CAMEx, CCAM, Castle Breckenridge Management Austin Baillio, Esq., Maxwell & Morgan, PC A.J. Jahanian, Esq. Beaumont Tashjian Sequoia Grove Consulting, Inc. Christina Ciceron, Esq., Christina A. Ciceron, APC (Ciceron Law)

Annual Legislative Update and New Case Law

Friday, March 17 | 2:15 AM - 3:30AM | Magic Kingdom Ballroom (Session geared toward managers of all experience levels)

Hear the latest on new laws and cases that impact our industry and the communities we manage and how to implement the changes.

MANAGERS:

Your badge must be scanned into sessions to track your attendance and receive the 10 CEUs.

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Steve Roseman, Esq., Roseman Law APC Keith Lavery, CCAM, Desert Resort Management – an Associa Company Laurie Poole, Esq., Adams | Stirling PLC Jennifer Wada, Esq., WADA Government Relations

SPEAKERS

40 INDUSTRY EXPERTS WITH CID INDUSTRY KNOWLEDGE & EXPERTISE

Jahanian is an associate attorney with Beaumont Tashjian, and his devotion to residential and commercial common interest developments for the entirety of his career makes him highly experienced in advising boards and management.

Founding partner, O’Toole, has advocated for community associations since 2006. She works with community associations in all aspects of their operations including real property issues and statutory compliance with the DavisStirling Common Interest Development Act.

Baillio is a partner at Maxwell & Morgan, P.C. bringing his robust legal experience to represent community associations in a variety of ways, including contract disputes, general counsel, revisions to governing documents, enforcement issues, and collections in California and Nevada.

Moreno, Esq. of Brian D. Moreno Law Corporation APC, is an experienced litigator, community association attorney, and real estate professional having practiced in all areas since 2003. Moreno represents and provides legal counsel to both boards and managing agents for California condominium and planned developments, among others.

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Andrea O’Toole, Esq., O’Toole Rogers, LLP Brian Moreno, Esq., Brian D. Moreno Law Corporation APC A.J. Jahanian, Esq., Beaumont Tashjian Austin Baillio, Esq., Maxwell & Morgan, PC

Le is a partner at Tinnelly Law Group, a law firm that for over three decades has represented homeowners associations in litigation and as general counsel. Le has practiced community association law for over 15 years representing homeowners associations from inception, to the board room, the courtroom, and appellate courts.

SPEAKERS

Shaw is currently the General Manager for San Diego Country Estates and the San Vicente Resort, a large-scale community with 3,500 homes, food and beverage, golf and lodging. Shaw became a CCAM in 2002 and was the first manager in the state to earn the MCAM credential.

Ciceron is the managing partner of Ciceron Law, APC. Her firm represents community associations throughout California in general counsel, delinquent assessment collections, and litigation matters. Ciceron serves on the California Association of Community Managers (CACM) teaching faculty.

Swedelson is a founding and senior partner in the law firm of SwedelsonGottlieb and heads SwedelsonGottlieb’s litigation team. Since beginning his practice of law in 1978, Swedelson has represented hundreds of community associations in both litigation and as legal counsel.

Koochek is a senior associate attorney at SwedelsonGottlieb who provides assistance to associations in all areas of corporate counsel and transactional work. Koochek oversees SwedelsonGottlieb’s Amend! program, which covers the amendment and restatement of governing documents for associations.

Suskin works at Seabreeze Management Company and is the General Manager at Playa Vista Parks and Landscape Corp. She has more than 20 years of experience in the industry.

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Cang Le, Esq., Tinnelly Law Group Darren Shaw, CAMEx, MCAM-LS.AA San Diego Country Estates Christina Ciceron, Esq., Christina A. Ciceron, APC (Ciceron Law) Cyrus Koochek, Esq., SwedelsonGottlieb David Swedelson, Esq., SwedelsonGottlieb Dawn Suskin, CCAM-LS.CI, Seabreeze Management Company

Franck is a managing shareholder at the Indian Wells office of Epsten, APC. Her areas of practice include community association and contract counsel. She graduated with her Juris Doctor from Thomas Jefferson School of Law. She has clerked for the National Labor Relations Board-Division of Judges in San Francisco, California and for the Intermediate Court of Appeals for the State of Hawaii.

Whitney entered the community association industry in 1998 and has significant experience in community association elections and negotiation and drafting of contracts, dispute resolution, CC&R enforcement and interpretation. Whitney now serves as counsel to some of the largest master-planned communities in California.

Hale is a veteran community association attorney with 20 years of experience. Hale is a Partner at Berding & Weil, LLP and serves as corporate counsel to the firm’s clients in the Northern California area. Hale also specializes in employment law and leads the Employment Law practice group for Berding | Weil.

Beaumont is the senior partner of Beaumont Tashjian, a full-service community association law firm providing general counsel, litigation and assessment collections services to its clients with offices throughout California. Beaumont has been representing community associations for over 20 years.

Ross is employed by Property Management Professionals. He manages Laguna Village Owners’ Association, a 914-unit condominium community on 250 acres of rolling hills in the City of Laguna Hills. Ross entered the industry in 1998 as a portfolio manager. His experience includes large scale and high-rise general management.

Wada is an attorney, legislative advocate, and principal of Wada Government Relations LLC. She has been lobbying for the community management industry for over 17 years and has successfully lobbied some of the most controversial pieces of legislation impacting common interest developments in California.

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Fred Whitney, Esq., Whitney | Petchul APC George Ross, CCAM-LS, PMP Management Jeffrey Beaumont, Esq., Beaumont Tashjian Jennifer Wada, Esq., WADA Government Relations Dea Franck, Esq., Epsten, APC Jasmine Hale, Esq., Berding | Weil LLP

SPEAKERS

Lewis-Heard started practicing law in 1986 and has litigated all types of civil cases. Having represented and defended everything from Fortune 500 corporations to “mom & pop” businesses, she has gained the knowledge to assist any community association of any size in litigation of nearly every type of matter that may arise.

Price has worked in the community association industry for 18 years and is a highly regarded veteran in the field. Price has extensive experience in the areas of client retention and has developed numerous programs designed to help HOAs become the very best versions of themselves.

Hansen is actively involved in the community association industry, including authoring numerous articles published in industry periodicals and CACM’s Law Journal. Hansen also assists community associations and their boards of directors in the management of their common interest development subdivisions.

Conlon is a Senior Executive, Corporate Director, and Strategist. As President & CEO of CACM (1992–2014), she successfully launched and grew the premier organization by providing industry respected certification programs. Conlon retired from CACM in 2014 and formed Sequoia Grove Consulting, Inc. as President & CEO.

In 1992, Kalas purchased Castle Breckenridge Management Company and a construction company, which employs 54 people and manages 84 common interest developments comprised of 8,400 units within San Diego County. Kalas has owned Castle Breckenridge Management, Inc. for 30 years.

Newsome has been in the community management field for 19 years with a mix of both portfolio, mixed use and new development management. She started her career as a Community Support Specialist, followed by many years as a Community Association Manager, then serving seven years in a Regional Manager position.

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Joan Lewis-Heard, Esq., SwedelsonGottlieb Joseph Price, CAMEx, CCAM, Powerstone Property Management, ACMC John Hansen, Esq., Baydaline & Jacobsen LLP John Kalas, CAMEx, CCAM, Castle Breckenridge Management Karen Conlon, MCAM, Sequoia Grove Consulting, Inc. Karen Newsome, CCAM-PM, The Management Trust - Southern California, ACMC

Lavery is the Executive Vice President & Chief Financial Officer for Associa - Desert Resort Management in the Palm Springs area, as well as Associa – Equity Management Services in Temecula. Lavery has served in leadership roles in management and accounting for large-scale masterplanned communities as well as management companies for 40 years in Orange County, Los Angeles, San Diego and the Coachella Valley.

Sterling’s path jumpstarted as a Community Manager and thereafter, she quickly sought Financial Management, becoming a CAFM in 2020. She is currently the Controller at Community Association Financial Services in Palm Springs and efficiently manages 75 properties alongside a deep-rooted team.

Harris has been with CIDC for 17 years and is the Director of Management Services. She is also on the leadership team for CiD Consortium. She helps to guide managers to best practices, and makes sure they receive all the education necessary to perform their job.

Poole has been a California community association attorney since 1993. She is a partner with Adams | Stirling, PLC, managing the San Diego, Murrieta, and Palm Desert regional offices. Poole has extensive experience representing common interest developments, including master-planned communities, large condominium projects, senior communities, mixed-use, and highrise developments.

Crummack has over 34 years of experience and is an expert in New Project Development. She is also a well-respected speaker and educator within the industry. Crummack founded Crummack Huseby in 1999 with the goal to create an open dialogue with communities, focusing on the core of a community.

Guithues is the founding partner of Community Legal Advisors Inc. which serves a portfolio of more than 300 residential and commercial community associations. Guithues is a member of CACM’s faculty, a licensed California Real Estate Broker, and has been recognized as a “Who’s Who Top Attorney of California.”

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Laurie Harris, CAMEx, CCAM, CiD Consortium LLC, ACMC Laurie Poole, Esq., Adams l Stirling PLC Margo Crummack, CAMEx, CCAM-ND, Crummack Huseby Property Management, Inc. Mark Guithues, Esq., Community Legal Advisors, Inc. Keith Lavery, CCAM, Desert Resort Management - an Associa Company Lorena Sterling, CAFM, Community Association Financial Services (CAFS)

Ober is a partner of Richardson | Ober LLP where his practice is dedicated to the exclusive representation of community associations. He has served as counsel to community associations for over three decades, making significant contributions to the community association industry through CACM.

SPEAKERS

Miller has proudly practiced law with The Miller Law Firm for over 25 years with the primary and unique role of Senior Partner with a focus on client connection and providing immediate contact and communication to current and prospective clients, board members, and community association managers.

Ward serves as general counsel to common interest development associations across California, including master-planned communities, condominium projects, senior communities, mixed-use projects, high-rise developments, and co-ops.

DeNichilo is the managing partner at Nordberg | DeNichilo, LLP. He has over 25 years of legal experience and focuses his practice exclusively on the representation of community associations throughout California as corporate counsel.

Kennedy is a Partner of Berding | Weil in the litigation department. Kennedy has been involved in residential and commercial construction litigation for over 25 years, initially representing builders and their insurance carriers, and for the last 10 years representing homeowners associations in construction defect matters.

Gottlieb is one of California's leading community association attorneys and a founding partner of SwedelsonGottlieb, which limits its practice to the representation of California homeowner associations, including condominiums, planned developments, and cooperatives. Gottlieb has been practicing law for over 35 years.

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Matt Ober, Esq., Richardson | Ober Melissa Ward, Esq., Adams | Stirling PLC Michael Kennedy, Esq., Berding | Weil LLP Robert DeNichilo, Esq., Nordberg | DeNichilo, LLP Sandra L. Gottlieb, Esq., SwedelsonGottlieb Rachel Miller, Esq., The Miller Law Firm

Ho, President/Chief Marketing Officer, has been active in the community association management industry for almost 30 years. Ho’s previous experience includes coaching/ mentoring and training new and seasoned teams of community managers, as well as oversight for IT, customer care, front desk/office support, and in-house education programs.

Hawks McClintic is known for giving practical, commonsense advice without the legalese. She joined Epsten, APC, in October 1990 and is now managing shareholder, President and CEO of the firm. During her more than 30-year career in community association law, she has developed a special expertise in document interpretation, amendments and restatements.

Gerowitz is the General Manager of Century Hill Association, a full service, luxury large scale community in the heart of Century City. She has been managing community associations for over 20 years, almost exclusively in an on-site capacity. She has spoken at multiple industry events, including CACM’s professional development seminars and annual statewide conference.

Roseman is the founder and managing partner in the law firm of Roseman Law, APC, a full-service firm specializing in representation of homeowners’ associations as general counsel, collection of assessments, and SB800 compliance. For over 26 years, Roseman has represented homeowners’ associations and their boards handling their day-to-day legal matters.

Radley, a partner with Beaumont Tashjian, has devoted her time to the firm’s litigation department. 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.

Flanagan is the Managing Partner of Flanagan Law, APC, a full-service HOA law firm. Flanagan’s law practice has been dedicated solely to the representation of community associations. He is a regular panelist for CACM, enjoys spending time with his family, and volunteers as a little league coach.

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Stacy Gerowitz, CAMEx, CCAM, Century Hill Association Steven Roseman, Esq., Roseman Law, APC Tara Radley, Esq., Beaumont Tashjian Timothy Flanagan, Esq., Flanagan Law, APC Shanne Ho, CCAM-HR.ND, ProActive Professional Management Susan Hawks McClintic, Esq., Epsten, APC

RISING STAR

Cynthia A. Duffy, CCAM Desert Resort Management – An Associa Co.

Anthony Garcia, CCAM

Powerstone Property Management, ACMC

Alyssa Kraus Progressive Association Management

Kathryn (Kaycie) C. Lambright, CCAM

Powerstone Property Management, ACMC

Johanna H. Miranda, CCAM Walters Management, ACMC

Veronica Rodriguez, CCAM-PM The Management Trust – Central California

Marissa Semones, CCAM

Powerstone Property Management, ACMC

Matthew Sutter Albert Management, Inc.

Kelsey Thum

The Management Trust – Southern CA, ACMC

Miguel A. Torres, CCAM

Powerstone Property Management, ACMC

Jodi R. Wood, CCAM

Powerstone Property Management, ACMC

INNOVATOR

Karl T. Arend, CCAM Albert Management, Inc.

Daniel Kayse, CCAM

Powerstone Property Management

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

Michelle Lopez, CCAM

Powerstone Property Management, ACMC

Jayme Morris, CCAM-ND

Powerstone Property Management, ACMC

Tracy Robinson, CCAM PMP Management, LLC

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Congratulations to the 2023 Vision Award Nominees in Southern California

LEADERSHIP

Mariana Acevedo, CCAM

The Management Trust – Southern CA, ACMC

Trish Forte, CAMEx, CCAM-LS.CI Albert Management, Inc.

Ariel Hess, CCAM Scott Management Company

Cody E. House, CCAM The Management Trust – Southern CA, ACMC

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

Jamie Kim, CCAM Walters Management, ACMC

Michelle Mata, CCAM

The Management Trust – CA Desert, ACMC

Christina Mercer, CCAM Powerstone Property Management, ACMC

Amethyst Schy, CCAM

The Management Trust – Southern CA, ACMC

Vanessa Silva, CCAM-PM The Management Trust – Central CA

Holly Smith, CCAM Desert Resort Management – an Associa Co.

Ashley A. Spicer, CCAM Walters Management, ACMC

Amy Yankauskas, CCAM

The Management Trust – Southern CA, ACMC

EDUCATIONAL EXCELLENCE

Kathleen L. Bellows Powerstone Property Management, ACMC

Scott Ford California Builder Services

Damon Jawitz, CCAM The Management Trust – Southern CA, ACMC

Michelle Lopez, CCAM Powerstone Property Management, ACMC

Fred Scaglione, CAFM, CCAM Albert Management, Inc.

Frederick T. Whitney, Esq. Whitney | Petchul APC

Powerstone Property Management, ACMC

COMPANY CULTURE

California Builder Services

Canyon Lake Property Owners Association

Harvest Landscape

The Management Trust – CA Desert, ACMC

The Management Trust – Southern CA, ACMC

Murrish Maintenance Construction Services LLC

Powerstone Property Management, ACMC

Professional Community Management

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Here’s a listing of restaurants in the vicinity of the Disneyland Hotel & Convention Center

Table Service

Ballast Point Brewing Co.

Black Tap Craft Burgers & Shakes

Catal Restaurant

Crazy Shake Window by Black Tap

Disney Princess Breakfast Adventures

Earl of Sandwich

GCH Craftsman Bar

Goofy's Kitchen

Hearthstone Lounge

Napa Rose

Naples Ristorante e Bar

Ralph Brennan's Jazz Kitchen

Splitsville Luxury Lanes - Dining

Storytellers Cafe

Taqueria at Tortilla's Jo's

Tortilla's Jo's

Trader Sam's Enchanted Tiki Bar

Uva Bar & Cafe

World of Color Dining Package

Quick Service

Churro Carts

Earl of Sandwich

Fruit Carts

GCH Craftsman Grill

Jamba

Lemonade Carts

Napolini Pizzeria

Popcorn Carts

Pretzel Carts

Ralph Brennan's Jazz Kitchen Express

Salt & Straw

Sprinkles

Starbucks

Tangaroa Terrace Tropical Bar & Grill

Taqueria at Tortilla's Jo's

The Coffee House

Turkey Leg Carts

Wetzel's Pretzels

Starting with our detailed review of each Association’s governing documents and election rules, we oversee the entire election process. We monitor each phase to comply with your Association’s specifications and California law. You can expect accurate and objective secret-ballot election services done with transparency and integrity!

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HUNGRY?
Accurate Outcome provides HOAs and CIDs with unbiased, organized, and communicative Inspector of Elections services.
www.AccurateOutcome.net • Info@AccurateOutcome.net • (661) 310-8828

OUR SPONSORS

To Our Generous Southern California Law Seminar Sponsors

Thank You!

Conference Bag Sponsor AXOS BANK axosbank.com

Conference Lanyard Sponsor HERITAGE BANK OF COMMERCE heritagebankofcommerce.bank

Keynote Sponsor VENDORSMART vendorsmart.com

Event Photographer Sponsor CM SQUARED, INC. gocm2.com

Vision Award Sponsor DEDICATED TRANSPORTATION SERVICES dedicatedtransportationservices.com

Exhibit Hall WiFi Sponsor HIRESMART VIRTUAL EMPLOYEES hiresmartvirtualemployees.com

Security Sponsor R & S OVERHEAD GARAGE DOOR, INC. rsdoors.com

Name Badge Sponsor GORDIAN STAFFING gordianstaffing.com

General Session – New Case Law Sponsor KRIGER LAW FIRM krigerlawfirm.com

Registration Sponsor AVIDXCHANGE, INC. avidxchange.com/industries/communityassociation-management

Breakfast Sponsors

ADCO ROOFING & WATERPROOFING adcoroofing.com

LIFTMASTER liftmaster.com/for-pros/liftmaster-gatedcommunity

Welcome Reception Entertainment Sponsor MINDME TECHNOLOGY, INC. mindmetechnology.com

Welcome Reception Bar Sponsors BEACH CITIES ROOFING bcrpro.com

MCCORMACK ROOFING CONSTRUCTION & ENERGY SOLUTIONS mccormackroofing.com OCBS, INC. ocbsonline.com

TOWNSQ townsq.io

Ethics Course Sponsor

WHITESTONE INDUSTRIES wsindustries.com

Education Session Sponsors

ACCURATE TERMITE & PEST CONTROL accuratetermitecontrol.com

ALLIANCE ENVIRONMENTAL GROUP, LLC alliance-enviro.com

CID INSURANCE PROGRAMS, INC. cidprograms.com

GREENFIELD METAL SYSTEMS, INC. greenfieldfenceinc.com

HOTWIRE COMMUNICATION hotwirecommunications.com

HUB INTERNATIONAL INSURANCE SERVICES hubinternational.com

THE NAUMANN LAW FIRM, PC naumannlegal.com

S & K MARKETING GROUP, LLC sandkmarketinggroupllc.com

SERVPRO TEAM BROGDON servprochinochinohills.com

SWEDELSONGOTTLIEB lawforhoas.com

WHITESTONE INDUSTRIES wsindustries.com

Coffee/Refreshment Break Sponsor

ENTERPRISE BANK & TRUST enterprisebank.com

MCCORMACK ROOFING CONSTRUCTION & ENERGY SOLUTIONS mccormackroofing.com

Dessert Sponsors LIFTMASTER liftmaster.com/for-pros/liftmaster-gatedcommunity

MCKOWSKI’S MAINTENANCE SYSTEMS, INC. mckowskis.com

Luncheon Sponsors ALTA ROOFING & WATERPROOFING altaroofinginc.com

COLUMBIA BANK columbiabank.com

EICHMAN INSURANCE AGENCY, INC. FARMERS INSURANCE farmersagent.com/seichman

NORTH COASTAL MAINTENANCE GROUP northcoastalmaintgrp.com

PLAY SAFE INSPECTIONS playsafeinspections.com

PREMIER COMMERCIAL PAINTING premier-commercial.com

PROFESSIONAL COMMUNITY MANAGEMENT – AN ASSOCIA COMPANY associaonline.com

SOUTHERN CALIFORNIA EDISON sce.com/ncr

WESTCOAT SPECIALTY COATING SYSTEMS westcoat.com/waterproof-systems YARDI BREEZE yardibreeze.com

cacm.org | 2023 CACM Southern California Law Seminar | 25
26 | cacm.org | 2023 CACM Southern California Law Seminar 20th Century Motor & Mechanical A.C. Enterprises General Contractor A7 Group, Inc. Accurate Outcome, LLC Action Duct Cleaning Company Adams l Stirling PLC ADCO Roofing & Waterproofing Agricultural Pest Control Services All County Environmental & Restoration Alliance Association Bank Allied Universal Security Services Andre Landscape Service, Inc. Angelo Termite & Construction Animal Pest Management Services, Inc. Antis Roofing & Waterproofing 721 406 714 919 511 314 211 109 604 518 819 527 626 400 619 tcmpro.net constructionbyace.com a7arch.com accurateoutcome.net actionduct.com adamsstirling.com adcoroofing.com agpest.com allcounty.us allianceassociationbank.com aus.com andrelandscape.com angelotermite.com animalpest.com antisroofing.com 712 222 820 515 307 323 514 412 327 219 223 813 119 310 213 Appfolio, Inc. Associated Engineering Consultants, Inc. Association Reserves Association Services Network Asyst Data Group, Inc. Automated Gate Services, Inc. (AGS) AvidXchange AXELA Technologies, Inc. Axos Bank B2R Consulting Group Back Nine Greens Balcony1 Beaumont Tashjian Behr Paint Benjamin Moore Paints appfolio.comassociations aecconsultants.com reservestudy.com asn4hoa.com myasyst.com automatedgateservices.com avidxchange.comindustries/community-association-management/ axela-tech.com axosbank.comBusiness/Commercial-Banking/HOAs-Property-Management b2rconsultinggroup.com#sec1 backninegreens.com balcony1.com hoaattorneys.com behr.com benjaminmoore.com
COMPANY BOOTH COMPANY BOOTH
EXHIBITORS

clineagency.com

gocm2.com

gocm2.com

gocm2.com

communitycontrols.com

commlgl.com

chsolutions.net

crankdeckandroof.com

Dave Bang Associates, Inc.

davebang.com

The Davey Tree Expert Company

davey.com

Dedicated Transportation Services (DTS)

dedicatedtransportationservices.com

Design Build Associates

dbuild.com

Downstream Services, Inc.

downstreamservices.com

Dunn-Edwards Paints

dunnedwards.com

Elite Pest Management, Inc.

elitepestmanagement.net

EmpireWorks Reconstruction

empireworks.com

EmpireWorks Reconstruction

empireworks.com

Enterprise Bank & Trust

enterprisebank.com

Enviro Diagnostics LLC

envirodiagnostics.com

ePIPE Restoration

whyrepipe.com

Epsten, APC

epsten.com

Fenton Grant Mayfield Kaneda & Litt, LLP

fentongrant.com

Fiore Racobs & Powers, A PLC

fiorelaw.com

Flanagan Law, APC

flanaganhoalaw.com

Flood Pro

ocfloodpro.com

Focused Inspection Group (FIG)

focusedinspections.com

Fontaine Weatherproofing, Inc.

fontaineweatherproofing.com

Golden Alliance Insurance Agency, Inc.

goldenallianceinsurance.com

Gordian Staffing

gordianstaffing.com

Harvest Landscape Enterprises, Inc.

hlei.us

Harvest Landscape Enterprises, Inc.

hlei.us

Heritage Bank of Commerce

heritagebankofcommerce.bank

HireSmart Virtual Employees

hiresmartvirtualemployees.com

HOA Mailers

iMailTracking, LLC

Independent Building Analysis, Inc

cacm.org | 2023 CACM Southern California Law Seminar | 27 108 122 418 810 212 606 123 505 513 821 409 510 126 915 422 415 414 315 814 508 218 201 300 301 209 815 208 210 Ben's Asphalt, Inc. Berding | Weil LLP Berg Insurance Agency Bergeman Group Construction Management BluSky Restoration Contractors BPR, Inc. BrightView Landscape Services, Inc. Broadband Agreements by MFC Brown & Brown BuildingLink.com California Balcony Inspections, LLC California Builder Services California Safety Agency California Sub-Meters Chapman & Intrieri, LLP CINC Capital, LLC CINC Systems CIT City National Bank ClickPay, a RealPage Company Cline Agency Insurance Brokers CM Squared, Inc. CM Squared, Inc. CM Squared, Inc. Community Controls Community Legal Advisors, Inc. Concrete Hazard Solutions, Inc. Crank Waterproofing bensasphalt.com
bergemangroup.com goblusky.com bpr1.com brightview.com
bbrown.com buildinglink.com californiabalconyinspections.com cabuilderservices.com csapatrol.com calsubmeter.com cnilawfirm.com cinccapital.com cincsystems.com cit.com cnb.com clickpay.com
berding-weil.com berginsurance.com
broadbandagreements.compages/broadband-agreements-lp
imailtracking.com ibainspections.com 818 111 706 408 221 611 106 401 500 410 423 115 713 404 304 204 522 610 711 726 710 100 101 704 405 512 220 121
hoamailers.com
COMPANY BOOTH COMPANY BOOTH
912 322 519 618 917 615 407 120 Inverge, LLC JGB Restoration Jim Murray Roofing, Inc. The Judge Law Firm Kasdan Turner Thomson Booth LLP Kriger Law Firm Life Specialty Coatings (Mfr. of Life Deck Specialty Coatings) LiftMaster invergellc.com jgbrestoration.com jimmurrayroofing.com thejudgefirm.com kasdancdlaw.com krigerlawfirm.com lifespecialtycoatings.com liftmaster.comfor-pros/liftmaster-gated-community 718 110 526 207 427 205 607 506 mrconstructiondefectlaw.com mckowskis.com mercuryinsurance.com meternetusa.com buildingdreamsoc.com constructiondefects.com missionlandscape.com mpsfinancial.com McKenzie Ryan & Mena, LLP McKowski's Maintenance Systems, Inc. Mercury Insurance MeterNet Sub-metering Services Millennium Construction The Miller Law Firm Mission Landscape Companies, Inc. MPS Financial, LLC COMPANY BOOTH COMPANY BOOTH EXHIBITORS Playground Audits, Inspections, Repairs, and more Play Safe INSPECTIONS 909-570-1747 playsafeinspections.com

pacificinterwest.com

ppbi.comexpertise/community-associations/index.html

pacwest.com

parkwestinc.com

patioshoppers.com

paynepestmgmt.com

prostarmechanical.com protec.com

raycoexteriors.com

reconexp.com

repipe.com

reservestudiesinc.com

rileypasek.com

roseman.law/

rpihoa.com

liencollections.com

saddlebackvinyl.com

safepark.com

sandiegoroofdoctor.com

SAX Insurance Agency

SCT Reserve Consultants, Inc.

ServPro Team Brogdon

Sherwin-Williams

Sherwin-Williams

Silicon Beach Insurance

SimplySeal LLC

Smartwebs, Inc.

Spectrum Property Services, Inc.

Stalker Radar

Strategic Reserves

Sunwest Bank

Superior Roofing Co.

SwedelsonGottlieb

TOPS Software

TownSq

Tree Pros, Inc.

Tru Exterior Siding & Trim

Vantaca

Vendor Information Verification Experts (VIVE)

VendorSmart

Viking Environmental Group

Vista Paint Corporation

vistapaint.com

Westlake Royal Roofing Solutions

westlakeroyalroofing.com

Whitestone Industries

wsindustries.com

Whitney | Petchul APC

whitneypetchul.com

Yardi Breeze

yardibreeze.com

cacm.org | 2023 CACM Southern California Law Seminar | 29 520 911 504 306 319 116 118 107 727 501 913 811 320 102 627 305 715 613 609 215 313 308 523 104 720 608 914 605 O'Connell Landscape Maintenance Pacific InterWest Building Consultants, Inc. Pacific Premier Bank Community Association Banking Pacific Western Bank Park West Landscape Management PatioShoppers Commercial Pool & Patio Furnishings Payne Pest Management PDPlay Pilot Painting & Construction Popular Association Banking Precision Concrete Cutting Precision Painting and Reconstruction Prendiville Insurance Agency Prestige Paving Company PrimeCo Pro Star Mechanical Services ProTec Building Services Rayco Exteriors Reconstruction Experts Repipe Specialists, Inc Reserve Studies, Inc. Riley Pasek Canty LLP Roseman Law, APC Roy
Agency, Inc.
Palacios Insurance
S.B.S. Lien Services
Saddleback Fence and Vinyl Products SafePark Playground Services
San Diego Roof Doctor oclm.com
pdplay.com pilotpainting.com popularassociationbanking.com safesidewalks.com precisionpainting.com
hoaville.com prestigecompany.net primeco.com
206 214 312 620 622 507 921 420 421 226 318 614 509 708 413 719 105 426 521 920 600 309 910 419 722 311 321 saxagency.com sctreserve.com servprochinochinohills.com
lawforhoas.com
townsq.io/ treepros.com
vantaca.com getvived.com vendorsmart.com
sherwin-williams.com sherwin-williams.com siliconbeachinsurance.net simplyseal.com smartwebs.com spectrumpsinc.com stalkerradar.com reservestudysoftware.com sunwestbank.com superiorrw.com
topssoft.com
truexterior.com
vikingenviro.com
COMPANY BOOTH COMPANY BOOTH
30 | cacm.org | 2023 CACM Southern California Law Seminar
GETTING AROUND
DISNEYLAND HOTEL – UPPER LEVEL DISNEYLAND HOTEL – LOWER LEVEL
cacm.org | 2023 CACM Southern California Law Seminar | 31 DISNEYLAND HOTEL – BELOW STEAKHOUSE 55 Whether you need a waterproof deck coating system for concrete or plywood surfaces, Westcoat offers a variety of quality, long-lasting waterproof solutions. Scan Code to Download Westcoat's Deck Inspection Checklist westcoat.com | 800-250-4519

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