2024 Business Partner Directory

Page 1


President

2024 Board of Directors

Olivia Hurtado, CMCA Pinnacle Financial Partners

545 E. John Carpenter Freeway, Suite 975 Irving, TX 75062 (214) 717-2718 Olivia.Hurtado@pnfp.com

Vice President

Wendy Hazlewood, CMCA Alliance Association Bank

4447 N. Central Expressway, Suite 110 | PMB 277 Dallas, TX 75205 (214) 837-7711 whazelwood@ allianceassociationbank.com

Board Member

Vanessa Burch, CMCA, AMS, PCAM SBB Community Management, AAMC

12801 N Central Expy, Suite 1401 Dallas, TX 75243 (972) 960-2800 v.burch@sbbmanagement.com

Board Member

Madan Goyal West Park Home Owner Association Plano, TX 75075 (972) 943-1670 goyaltexan@hotmail.com

President-Elect

Diana Larson, AMS, PCAM Assured Association Management, Inc. 2500 Legacy Drive, Suite 220 Frisco, TX 75034 (469) 480-8000, 151 dlarson@assuredmanagement.com

Treasurer

Mark Norton, AMS, PCAM Insight Association Management, AAMC 275 W Campbell Road, Suite 620 Richardson, TX 75080 (214) 596-8113 mnorton@insightam.com

Board Member

Leah Burton, Esq. Steptoe & Johnson, PLLC 500 North Akard Street, Suite 3200 Dallass, TX 75201 (469) 920-8240 leah.burton@steptoe-johnson.com

Board Member

Deena Still Ridgecrest McKinney Homeowners Association McKinney, TX 75071 (469) 207-2442 dstill05@gmail.com

Immediate Past President

Joe Veach

Goodwin & Company 2425 N. Central Expy, Suite 500 Richardson, TX 75080 (972) 989-7273 joe.veach@goodwintx.com

• Cagle Pugh

SUPER SPONSORS

• Clean Scapes Landscaping

• Dryer Vent Wizard

• Lake Management Services, LP

• Magnolia Fisheries & Lonestar Fountains

• Premier Oaks Lighting

DIAMOND SPONSORS

• Alliance Association Bank

• CCMC

• Clean Scapes

• Clients First Landscape

• CMA; RTI/Community Management Associates, Inc. “CMA”, AAMC

• Insight Association Management, AAMC

• Kerrane Storz, PC

• Neighborhood Management, Inc. AAMC

• Pinnacle Financials Partners

• Roberts Markel Weinberg Butler Hailey, PC

• SBB Community Management, AAMC

• Shepperd Construction

• Staying-A-Float Lifeguarding (S.A.F. Guarding)

• Steptoe & Johnson, PLLC

PLATINUM SPONSORS

• Advanced Association Management

• Association Insurance Partners

• Brightview Landscape Services

PLATINUM SPONSORS, cont.

• Cardinal Strategies

• Five Star Pools

• Globus Construction Group

• Kilowatt Partners

• LMI Landscapes

• Pacific Western Bank

• Robert’s Pool Service, Inc.

• Scarbrough Medlin & Associates

• Timothy, DeVolt & Company, P.C.

• Vensure Group

GOLD SPONSORS

Action Property Management • Castle Group

Complete Landsculpture

FronstSteps • Henry Oddo Austin & Fletcher, PC

Horizon Emergency Services • Koper Outdoor

Kraftsman Commercial Playgrounds and Water Parks

Playwell Group • PondMedics

Popular Association Banking • Proper HOA Management

Rutherford Services, Inc. • Silversand Services

Symphony Risk Solutions, LLC • Yellowstone Landscape

SILVER SPONSORS

Association Reserves - Texas • Bob Owens Electric Co., Inc.

Classic Construction & Restoration

Landscape Professionals of Texas • Master Systems Courts

PMP Management - Texas • Reserve Advisors, LLC

Riddle & Williams, P.C.

BRONZE SPONSORS

Allegra Print & Imaging • Charles Taylor Engineering Technical Services

RealManage • Royal Real Estate Services

EDUCATION SPONSORS

Cavalry Construction • CTB Multifamily Services

Randolph Brooks Federal Credit Union

The information contained in this CAI Membership Directory may not be used for commercial purposes. Except for the purpose of facilitating or conducting CAI business, this directory may not be reproduced by any means, added to any databases or converted to any other format without the expressed written consent of The Dallas Fort Worth Chapter of Community Associations Institute.

The information in this directory is based upon membership records provided by CAI’s national office as of May 31, 2024 and corrections and updates provided to the chapter office by current members. Considerable care and effort has been made by our staff to ensure that all information is complete and accurate. If we have made an error, please accept our apologies and contact the Chapter office to clarify your membership status, and have the corrected information added to our online directory.

Moving? Changed companies? Updated your email? Please log in to your account on the National website and update your information; our records are imported from the National office and may be overwritten if we only make changes locally. You can also send any membership information changes directly to the local offices to ensure immediate receipt of future CAI emails and materials:

Local

The DFW CAI Chapter

James Nicholson

Chapter Executive Director 14070 Proton Road, Ste 100

Dallas, TX 75244-3601

P: (972) 246-3540

F: (972) 490-4219

office@dfwcai.org www.dfwcai.org

National

CAI National Office 6402 Arlington Blvd., Suite 500 Falls Church, VA 22042

P: (703) 970-9220 | (888) 224-4321

F: (703) 970-9558

cai-info@CAIonline.org www.caionline.org

Photo Credit: James Nicholson

Personal Attention. Proven Results for HOAs.

For over two decades, Henry, Oddo, Austin & Fletcher, P.C. has provided clients throughout Texas with trusted counsel. Their experience related to homeowners associations is unmatched – providing guidance, leadership and oversight to community associations. Their attorneys have experience resolving disputes and advising homeowners associations on legal issues.

Assist developers with drafting governing documents

Advise boards on governance and collection issues

Assist boards in enforcing bylaws and covenants

Attend association meetings to provide explanations of the association’s rights and responsibilities, to help maintain rules of order, and to address issues of concern to members and directors

Assist boards in interpreting governing documents

Draft revisions to association governing documents to clarify issues of governance

Work with boards and management companies in dealing with property owners

Cost e ective and creative debt collection methods leading to revenue recovery

Active participation and support of Texas Community Association Advocates (TCAA) and Community Associations Institute (CAI)

Judd A. Austin, Jr. - Shareholder jaamex@hoaf.com

Vinay B. Patel - Shareholder vpatel@hoaf.com

Attorneys and Counselors at Law

COMMUNITY ASSOCIATION LAW

Serving DFW Area Community Associations for over 40 Years.

THE RMWBH DIFFERENCE

POA Specific Services

RMWBH offers flexible and practical techniques for the collection of assessments, enforcement of restrictive covenants, and creation and modification of governing documents for all types of community associations, including:

Master Planned Associations Community Associations Townhome Associations Mixed

POA Focused Attorneys Education

The legal needs of the POA industry in the DFW region are met by five RMWBH Shareholders, Sipra Boyd, Clint Brown, Noelle Hicks, Ashley Koirtyohann and Marc Markel, who have devoted their careers to the service of POAs

By using monthly webinars and community and managment specific training, new and experienced managers and board members benefit from RMWBH’s education programming that keep them up-to-date on the newest laws, current best practices, and provide the risk management tools that can be applied daily.

Popular Association Banking exclusively serves the community association industry. We offer:

• Financing for building repairs and capital improvements.1

• Competitive long-term fixed rates.

• Access to multi-million-dollar FDIC deposit insurance coverage with ICS® and CDARS®.2 Contact our Texas Relationship Manager: Larry Hooper, VP Cell: 949.842.6161 Toll free: 800.233.7164 LHooper@popular.com www.popularassociationbanking.com

1. Subject to credit approval. 2. Terms and conditions apply. CDARS and ICS are registered service marks of IntraFi Network LLC. © 2024 Popular Bank. Member FDIC.

Lake and Pond Management in North Texas

Since 1991 we’ve provided a full range of aquatic management services in the Dallas/Ft Worth area. We’ve worked hard to build a reputation of trust, quality and value throughout North Texas, and enjoy relationships with private lake owners, homeowners associations and commercial property owners that go back many years.

Our Services

• Lake Management Programs

• Aquatic Vegetation Control

• TCEQ Permit Compliance

• Water Quality Testing

• Mosquito Control

• Clearing Muddy Water

• Pond Sediment Surveys

• Fish for Stocking

• Electrofishing Surveys

• Fish Feeders and Artificial Habitat

• Aquatic Resource Relocation Plan (ARRP) Preparation and Fish Relocation

beautiful, healthy lakes and ponds, contact Magnolia Fisheries. Texas’ most highly qualified lake and pond management company serving all of Dallas/Ft Worth and surrounding areas

Our Staff

• Biologists with over 60 years of combined experience

• Aquatic Biologists with MS degrees

• AFS Certified Fisheries Professionals

• TDA Licensed Applicators

• SePro Preferred Applicators

• TPWD Exotic Species License Holders

Active Members and Professional Organizations

• Texas Aquatic Plant Management Society (TAPMS)

• American Fisheries Society (AFS)

• Texas Chapter, American Fisheries Society

• Texas Aquaculture Association (TAA)

• DFW Chapter of Community Association Institute (CAI)

• Society of Lake Management Professionals (SLMP)

When you lead your community on a path to change, every decision is an important one. With competing priorities, juggling it all as a community leader can seem complex. But here’s the good news: it doesn’t have to be.

No matter the property type, our local team has the expertise and solutions to anticipate your needs and respond. Our service-first philosophy means we don’t stop until what’s complicated becomes uncomplicated.

Welcome to life, simplified.

Scan the code to request a proposal. or visit: txboards.com/DFW-CAI-RFP 214.871.9700 | LetsTalk-TX@fsresidential.com

The complete set of Guides for Association Practitioners is now available with the most up-to-date edition of every GAP.

» Finances, Reserves, Assessments

» Rules, Design Review, Pets

» Attorneys, Landscapers, Managers

» Maintenance, Meetings, Elections

» Developer Transition, Board Officers, Volunteers … and more!

Perfect for educating boards and managers—now and for years to come. Visit www.caionline.org/shop to order your CD library online today. Or call CAI toll free at (888) 224-4321, M–F, 9–6:30 pm EST Just $299 for CAI members!

14131 Midway Road, Suite 119

Addison, Texas 750 01

972.404.0155

order@allegratx.com www.allegratx.com

• All general construction repairs performed.

• All types of roof repairs and replacements.

• Interior and exterior repairs performed.

• Professional roof and property inspection reports provided.

• All Insurance restoration repairs performed.

• Licensed and certified commercial and residential roofing contractor.

What our staff say:

What our staff say:

“I work in an area that interests me and inspires me to learn, plus my colleagues are fun to work with and supportive.”

- 7 years, Closing Department

“I work in an area that interests me and inspires me to learn, plus my colleagues are fun to work with and supportive.”

- 7 years, Closing Department

“I love working for a company which exudes integrity and is focused on client satisfaction and employee development. We look for like-minded people who care about CMA’s objective of creating excellence in the HOA industry.”

- 4 years, VP Client Services

“I really appreciate that I don’t have to do my own compliance and that I am not incentivized to take on more clients then I can handle.”

- 5 years, Portfolio Manager

“I love working for a company which exudes integrity and is focused on client satisfaction and employee development. We look for like-minded people who care about CMA’s objective of creating excellence in the HOA industry.”

- 4 years, VP Client Services

“I really appreciate that I don’t have to do my own compliance and that I am not incentivized to take on more clients then I can handle.”

- 5 years, Portfolio Manager

Chanel Noisette, Recruiter

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

FAX

WEBSITE

EMAIL

CONTACT

COMPANY

DESCRIPTION

Cagle Pugh 4600 Greenville Avenue, Suite 220

Dallas, TX 75206

737-261-0605

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

www.caglepugh.com

jena.abernathy@caglepugh.com

Jena Abernathy, Director of Marketing

Full-service Community Association and Business Law Firm with more than 50 years combined experience in representing Texas Community Associations.

COMMENTS

Mr. Cagle is the author of Texas Homeowners Association Law, the only comprehensive legal reference manual on the state and federal laws governing Texas community associations. He is also Board Certified in property owners association law by the Texas Board of Legal Specialization.

Mr. Pugh practices in federal and state courts and is a member of the State Bar of Texas, Travis County Bar Association, and Texas Young Lawyers Association. in addition, he has been named a Texas Rising Star from 2011-2016 and a Texas Super Lawyer for 2017-2019. He has a membership in the Williamson County Inns of Court – Barrister.

FREE Educational Training for Community Association Management Professionals and Community Association Board Members

At Cagle Pugh, we are passionate about education and giving back to our communities. We believe that your success is our success. With that in mind, we have developed two educational series for the purpose of educating community association managers and Texas community association board members on the laws and best practices surrounding the management and governance of Texas community associations.

Mrs. Kilanowski is Director of the Dallas Bar Association’s Board of Directors. She is a member of the Dallas Bar Association’s Inaugural Class of DBA WE LEAD: Women Empowered to Lead in the Legal Profession. Kate was also named as a Super Lawyers Rising Star from 2015-2016, and was named as a Texas Super Lawyer in 2019.

Please visit www.caglepugh.com for classes in your area.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

FAX

WEBSITE

EMAIL

CONTACT

COMPANY

DESCRIPTION

NEIGHBORLY DONE RIGHT PROMISE ®

COMMENTS

Dryer Vent Wizard of Uptown Dallas 2226 Shorecrest Drive Dallas, TX 75235

972-773-9141

https://www.uptowndallasdryervent.com/

swilliams@dryerventwizard.com

Dryer Vent Wizard was founded as a result of widespread safety and efficiency concerns among homeowners whose dryer vent systems required an “urgent response.” The unsettling state of most dryer vents in need of service is caused by one or more problems including lint accumulation, vent blockages, disrepair, or improper installation. Dryer Vent Wizard locations across North America combat these common issues by providing specialized dryer vent services including vent installation, cleaning, repair, rerouting, and inspection.

Since our beginning in 2004, the Dryer Vent Wizard franchise has grown and spread across the United States and Canada, working together to make each home or business we service safer and more efficient. Each Dryer Vent Wizard franchisee is committed to making their community safer by offering thorough, professional dryer vent services.

We stand behind our workmanship with a 90 day Promise. If your service was not done right, we promise to make it right. Contact your local Dryer Vent Wizard franchise office within the 90 day promise period and we will make it right. At Dryer Vent Wizard, we get the lint out and get the job Done Right.

To learn more about Dryer Vent Wizard of Uptown Dallas and how we can make your home safer while saving you time, money, and energy, call (214) 501-1068, or request an appointment to schedule service today.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL CONTACT

COMPANY

DESCRIPTION

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

COMMENTS

First Citizens Bank Serving North Texas, Louisiana, and Mississippi (832)445-5787

www.firstcitizens.com

cynthia.burns@firstcitizens.com

Cynthia Burns, CMCA

First Citizens Bank’s Community Association Banking business is a national leader in providing individualized service, customized technology, smart savings solutions and operational efficiency for homeowner associations (HOA) and community association management companies nationwide. The business’ banking solutions include operating and reserve accounts, certificates of deposit, money market accounts, online banking, payments services and HOA loans. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., we provide a unique legacy of strength, stability and long-term thinking that has spanned generations.

National Corporate Member of CAI

Your community association management company deserves no less than a financial provider that can bring you the scale, service and capabilities you need to stay ahead.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

FAX

WEBSITE

EMAIL

CONTACT

COMPANY

DESCRIPTION

Lake Management Services, LP

4359 Lindbergh Drive

Addison, TX 75001

214-495-6444

281-240-2919

WWW.LMSLP.COM

brett@lmslp.com

Brett Burris

Association Lake and Waterway Management. Full services including: aquatic vegetation management, fountain/aerator management, well monitoring, debris removal and water quality testing. Weekly to Monthly Service Available

INSURANCE COVERAGE CARRIED

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS COMMENTS

All Association Specific

Otterbine Fountain Certified, Texas Aquatic Pesticide Applicator, (J. Garner - Former CMCA, AMS)

In business for over 40 years, LMSLP, is Texas' largest and most complete lake management company. With branches in four cities and customers ranging from small rural ponds to large state-managed lakes, we can meet your aquatic environment's needs. We offer maintenance agreements that suit your Association's needs... big or small.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL CONTACT

MAGNOLIA FISHERIES

LONESTAR FOUNTAINS

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

Magnolia Fisheries and Lonestar Fountains

PO Box 3087

Coppell, TX 75019-7001 (972)724-0071

https://magnoliafisheries.com/ https://lonestarfountains.com/

info@magnoliafisheries.com info@lonestarfountains.com

For beautiful, healthy lakes and ponds, call Magnolia. Since 1991 we’ve served the Dallas/Ft Worth area with a full range of lake and pond management services, including Algae and Weed Control, Fish Management and Pond Stocking, Fish Feeders and Habitat Enhancement, Fountains and Aeration Systems, Water Quality Maintenance, and Water Depth and Sediment Surveys. Our staff includes MS degreed aquatic biologists and AFS Certified Fisheries Professionals that can also advise on lake and pond design, preservation, and renovation.

As the lake fountain and pond aeration sales and service leader in Dallas Fort Worth, Lone Star Fountains can add a stunning visual display to your lake or pond, and aeration to reduce algae and improve water quality. Add underwater lighting to your outdoor fountain or aerator, and the night brings a dramatic display that attracts and entertains. We sell and service a broad selection of decorative display fountains, aerating fountains, diffusion systems and lighting from quality manufacturers including Aqua Control, Otterbine, AquaMaster, Kasco and AirMax.

Dallas/Ft Worth CAI; American Fisheries Society (AFS); Texas Aquatic Plant Management Society (TAPMS); Society of Lake Management Professionals; Factory trained technicians for Aqua Control, Aqua Master, Kasco, and Airmax fountains and aeration systems.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL CONTACT

COMPANY

DESCRIPTION

Premier Oaks Lighting PO Box 80047 Keller, TX 76244 (817)984-4252

www.premieroakslighting.com

anthony@premieroakslighting.com

We offer the convenience of design, installation, maintenance, and take-down of all your holiday lights and decorations. We are a fully insured, reliable, professional and experienced team of Christmas light installers. Our lighting plans are designed based on the individual needs and wishes of our customers and created with our guidance and suggestions to ensure our customers are happy. Premier Oaks Lighting makes it easier to make your home or business look fun and festive for the holiday season by providing everything you need.

COMMENTS

Anthony began his career in landscape management more than a decade ago. After graduating from Oklahoma State University with a degree in Landscape Management, Anthony returned to the DFW area to continue building and expanding his landscape management business, Premier Oaks Landscape Management.

​ Originally a core service offered by Premier Oaks Landscape Management, Anthony created Premier Oaks Lighting in 2016 to serve the growing needs of his clients.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL CONTACT

COMPANY

DESCRIPTION

Alliance Association Bank

3033 W. Ray Road, Suite 200

Chandler, AZ 85226-2494

214-837-7711

www.allianceassociationbank.com

whazelwood@allianceassociationbank.com

If your business focuses on homeowner associations (HOAs) or common interest communities (CICs), Alliance Association Bank is an experienced banking resource for you. With Alliance Association Bank, you benefit from an HOA banking team with in-depth industry knowledge, as well as advanced technology solutions and a commitment to superior customer service. All backed by the national strength of Western Alliance Bank.

COMMENTS

With more than 100 years of industry experience, we are experts at meeting the unique and complex banking needs of HOAs and CICs. Our outstanding bankers deliver tailored solutions designed exclusively for the growing community management industry.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

FAX

WEBSITE

EMAIL

CONTACT

COMPANY

DESCRIPTION

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

CCMC, AAMC

7800 Dallas Parkway, Suite 450

Plano, TX 75024

469-246-3500

469-246-3501

www.ccmcnet.com

ababbitt@ccmcnet.com

Andy Babbitt, South Region President

CCMC is revolutionizing community association management by taking care of business and taking care of people. Our unique brand of community management is about human connectivity. Serving people first. Challenging leaders to be their best. And infusing life with fun. No matter where you live, or how much money you make, you should have the chance to live in a place that feels like home. CCMC is making that possible.

AAMC®, AMS®, CMCA®, CPM, CPA, PCAM®

American Institute of Certified Public Accountants (AICPA)

Community Associations Institute (CAI)

Institute of Real Estate Management (IREM)

Urban Land Institute (ULI)

CAI DFW Chapter Board of Directors

CAI National Faculty

National Board of Certification for Community Association Managers (NBC-CAM)

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

WEBSITE

COMPANY

DESCRIPTION

Clean Scapes Landscaping

PO Box 542797

Dallas, TX 75354

214-205-2038

214-479-7838

www.cleanscapes.net

Bwiedenhoeft@cleanscapes.net

Brian Wiedenhoeft

We believe in constructing and maintaining exceptional landscapes and relationships with integrity and excellence. We strive to conduct our business with sustainable, earth-wise practices. We value our people as our most important asset, and we know their hard work is the foundation of our success. In everything we do, we hope to exceed the expectations of our clients and leave their properties more beautiful than we found them.

COMMENTS

OUR MISSION:

To offer extraordinary landscaping services with sustainable, earth-friendly practices.

Clean Scapes is Central Texas’ premier commercial landscaper. An award-winning landscape leader in the region, we specialize in the construction and maintenance of outdoor environments.

Decades of knowledge and experience help us amplify the beauty and creativity of each landscape and provide attention to detail. A solid reputation in the community is a testament to the genuine care we bring to each project.

Whether we’re developing and maintaining native environments using local resources or the conversion of our fleet of equipment to propane, sustainable practices are incorporated into every aspect of our company.

Our many clients have placed their confidence in our abilities, professionalism and history of delivering results.

COMPANY NAME

Clients First Landscape Solutions

118 National Drive, Suite A

CITY/STATE/ZIP PHONE

Rockwall, TX 75032

469-531-9071

COMPANY DESCRIPTION

COMMENTS

www.cflandscapes.com

thomas@cflandscapes.com

We offer a variety of services to better serve you, the Client. Our services include but are not limited to:

• Commercial Maintenance

• Commercial Landscaping

• Garden Management

• Landscape Design

• Landscape Installation

• Landscape Lighting

• Irrigation

• Drainage

• Outdoor Kitchens

• Patio Covers

• Pool Cabanas

• Home Additions

• Guest Houses

• Pools and Spas

• Water Features

• Retaining Walls

• Full Exterior Renovations

Premier full-service landscape company with a combined 20 years of experience serving the Dallas/Fort Worth area.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

CONTACT

COMPANY DESCRIPTION

COMMENTS

CMA, AAMC RTI/Community

1800 Preston Park Boulevard, Suite 200

Plano, TX 75093-5198

972-943-2800

214-778-0500

www.cmamanagement.com

jphares@cmamanagement.com

Privately held and founded in 1983, CMA has established itself as one of the leading community management companies in the DFW area. CMA has its corporate headquarters in Plano, Texas. They have regional offices in Allen, Plano, and Bedford and on-site offices throughout the Metroplex and in South Texas. CMA plans to open a 4th regional office in McKinney this year to better serve its growing client base. The company serves residential and commercial owners' associations by managing the administrative and financial affairs of these non-profit entities.

CMA has set the bar for the fast-growing association management industry to which it belongs. Through its involvement in local and national industry professional organizations, CMA has been instrumental in developing the ethics standards for its industry and developing innovative service delivery systems.

CMA recognizes every association is different, and each community is unique. Our business model is not designed for our convenience, but rather tailor-made to fit each of our associations. For more information please visit www.cmamanagement.com.

Fidelity Bond, Errors & Omissions, General Liability, Workers Compensation, Auto Liability.

CMCA, AAMC

AMS, PCAM, CPM

CPA

SPHR

PHR

Mission Statement:

To serve our communities with an outstanding team of professionals who provide quality service and are dedicated to excellence in community association management.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE FAX

WEBSITE

EMAIL CONTACT

COMPANY

DESCRIPTION

INSURANCE COVERAGE CARRIED

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

Insight Association Management, AAMC

275 W. Campbell Rd., Suite 620

Richardson, TX 75080

(214)494-6002

(214)206-3832

www.InsightAM.com

bcrawford@insightam.com

Mr. Bruce Crawford, AMS, PCAM

At Insight, we are dedicated to enriching the lives of residents and partnering with them to build strong, rich, vibrant communities.

Our commitment to customer service is matched by our passion for changing the way people think about Homeowner Associations.

"Building Community, One Home At A Time"

General Liability, Hired and Non-owned Auto, Fidelity Bond, Professional Liability, Umbrella Liability

Community Associations Institute (CAI)

CAI DFW Chapter Board of Directors

Accredited Association Management Company (AAMC)

Professional Community Association Manager (PCAM)

Association Management Specialist (AMS)

Certified Manager of Community Associations (CMCA)

Dallas Builders Association

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL

CONTACT

COMPANY

DESCRIPTION

DIAMOND SPONSOR PROFILE

Kerrane Storz, PC

433 East Las Colinas Blvd., Suite 12215

Irving, TX 75039-6222

(469)351-4208

http://www.kerranestorz.com

dglenn@kerranestorz.com

Danita Glenn, Esq.

Kerrane Storz is one of the leading construction defect law firms in Colorado and Texas, representing property owners and community associations with construction defect claims against developers, builders, subcontractors, and their insurance companies.

Our firm has a unique approach to construction defect cases. Each case presents its own individual facts, problems, attorneys, insurance issues, and personalities, so we tailor our approach in each case to match the particular dynamics of the people involved and the particular issues our clients face. Above all, we utilize the strategy that best fits our client’s needs and desires. In our years of representing clients suffering from construction problems, we have found that our approach results in timely resolution of claims and successful outcomes for our clients. Our team is made up of highly knowledgeable and experienced attorneys, paralegals, and support staff who have received numerous accolades for their hard work.

COMMENTS

Get to know a different side of our firm. Our passion is greater than just helping those affected by construction defects; we have a passion for helping out and giving back to the community as a firm and as individuals.

Among the charities we support annually are the Justice and Mercy Legal Aid Center, Hope Communities, CarbonFree, and Imagine!

COMPANY NAME

Neighborhood Management, Inc., AAMC

1024 South Greenville Avenue, Suite 230

Allen, TX 75002

972-359-1548

972-359-1171

www.neighborhoodmanagement.com

beverly@nmitx.com

Beverly Coghlan CMCA, AMS, PCAM

NMI is an Accredited Association Management Company that has been expertly managing a variety of community associations, including master planned, single family, condos, and townhomes, in the Dallas-Fort Worth metroplex for nearly two decades. Over the years, we have assembled a dedicated staff that is skilled in providing the best in community management and customer service. Our entire team works to foster the partnerships required to work harmoniously with Boards, vendors, homeowners, builders, and developers.

We are dedicated to building better communities!

General Liability, Errors & Omissions, Fidelity Band, Workers Compensation

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS COMMENTS

AAMC, AMS, CMCA, PCAM, Community Association Institute CPO

NMI prides itself in maintaining a staff of highly trained professionals. Our employees are experienced in all phases of property management, and we tailor our services to meet the individual needs of each client. NMI focuses on all aspects of the day-to-day operations, and should a problem arise, our team of experts will handle the situation quickly and efficiently. Services that are available to your community include, but are not limited to:

- Operations and Administrative Services

- Financial Management

- Management, Maintenance, and Chemical Water Testing of Swim Club

- Consulting Services

- Life Style Services

Education, community involvement, and senior management support are essential in maintaining our quality of service. NMI encourages staff participation in professional and community organizations and provides personnel with a variety of options for continuing education. The company goal is for the communities we manage to maintain a "small-town atmosphere", which NMI feels is a vital ingredient to increasing property value and maintaining neighborhood safety.

COMPANY NAME

Pinnacle Financial Partners

545 E. John Carpenter Fwy, Suite 975

CITY/STATE/ZIP

PHONE

WEBSITE

EMAIL

Irving, TX 75062

(214)717-2718

www.pnfp.com

olivia.hurtado@pnfp.com

Pinnacle is much more than a bank. It’s a place for people to find true partners for their business. It’s a place where seasoned professionals give clients unmatched service and advice that better their financial well-being. And it’s a place where people love coming to work every day.

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS

COMMENTS

Pinnacle Financial Partners is a National Corporate Member of CAI

Our vision is to be the best financial services firm and the best place to work in the Southeast. This is the place for our mission, vision and values, and how all of them come together to form our business strategy.

Roberts Markel Weinberg Butler Hailey, PC

cwilson@rmwbh.com

For over thirty-five years Roberts Markel Weinberg Butler Hailey PC has assisted its community association and condominium association clients with their litigation and transactional needs. The firm presently represents over 1,500 community associations, including property owners’ associations, condominium associations, commercial associations and some of the largest master-planned and mixed-use communities in the state.

Our legal team can assist in various areas including drafting, amending and interpreting governing documents, contract drafting and negotiation, real estate development and due diligence, community association litigation, labor and employment, construction defect and community association appellate litigation.

Our 40 attorney A-V rated firm, is listed on Martindale-Hubbell’s list of preeminent law firms. Our multifaceted practice keeps us informed of the most recent developments in community association law, provides specialized training for our staff and clients. We provide our clients with the service they expect.

Marc Markel is a founding fellow in CAI’s College of Community Association Lawyers. He is only one of three attorneys in Texas to hold this designation. Seven of the firm’s attorneys are Board Certified in Residential Real Estate and Property Owners’ Association Law by the Texas Board of Legal Specialization - Marc Markel of our Houston office is one of the seven. In addition, two of the firm’s attorneys are Board Certified in Civil Litigation and Personal Injury Litigation by the Texas Board of Legal Specialization.

Our Community Association Law team operates under the experienced leadership of Marc Markel, Sipra Boyd, and Clint Brown with over 60 years of combined association and litigation experience.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

PHONE FAX

WEBSITE

EMAIL CONTACT

COMPANY

DESCRIPTION

INSURANCE COVERAGE CARRIED

PROFESSIONAL CERTIFICATIONS, DESIGNATIONS, ASSOCIATIONS COMMENTS

SBB Community Management, AAMC

12801 N. Central Expressway 1670 Keller Parkway

Suite 1401 Suite 170

Suite 140 Dallas, TX 75243 Keller, Texas 76248

(972) 960-2800 (817) 482-1547 (972) 991-6642 (817) 431-6412

www.sbbmanagement.com

v.burch@sbbmanagement.com

Vanessa Burch, CMCA, AMS, PCAM

For 50 years, SBB Community Management has provided management and consultation for community associations, including large scale master-planned communities, homeowner associations and town homes. Portfolio includes over 165 community associations with approximately 50,000 lots or homes.

General Liability, Auto Liability, Fidelity Bond, Workers Compensation, Cyber Theft, Errors and Omissions and Surety Bond.

Community Associations Institute (CAI)

Accredited Association Management Company (AAMC©)

Professional Community Association Manager (PCAM©)

Association Management Specialist (AMS©) Certified Manager of Community Associations (CMCA©)

SBB Community Management was founded in 1974 and celebrated 50 years in the Community Association industry in 2024!

SBB Community Management Mission

"To be the premier community management company by providing experience, innovation, and exceptional service in all we do."

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

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EMAIL

CONTACT

COMPANY

DESCRIPTION

COMMENTS

Shepperd Construction of Texas

7750 N MacArtuhur Blvd., Suite 120-224

Irving, TX 75063-7514

(512)749-7427

https://www.shepperdconstruction.com/

bonnie@shepperdconstruction.com

Bonnie Ball

Founded in 2014 in Kyle, Texas, we created Shepperd Construction out of an industry necessity to deliver better workmanship and a superior product to Texas home owner associations and building owners— all while staying on time and on budget.

Through a unique approach that blends homegrown southern hospitality with extraordinary work ethic, we have firmly established ourselves as a leading full-service construction company for multi-family communities across the Southern United States.

We believe that every employee & subcontractor is entitled to work under the safest possible conditions. With this in mind, every reasonable effort is made in the interest of accident prevention and health preservation.

We are committed to safe, clean, and timely project progression. In fact, we are a Class A NASCLA Licensed General Contractor.

Shepperd Construction handles reconstruction, insurance restoration, emergency restoration, invasive testing, and much more. Our team has completed thousands of projects, so we fully understand the importance of each & we’re intimately familiar with the nuances that come along with them.

We operate amongst a philosophy of building long-lasting relationships with our clients and engineering teams. For this reason, we will always place our best foot forward for our clients and partners.

COMPANY NAME

MAIL ADDRESS

CITY/STATE/ZIP

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COMPANY

DESCRIPTION

Staying-A-Float Lifeguarding (S.A.F. Guarding)

13901 Midway Road, Suite 102-353

Farmers Branch, TX 75244 (214) 883-2270 www.safguarding.com

david@safguarding.com

Mr. David Grubbs

To accommodate growth, Staying-A-Float Lifeguarding was established in 2017, and launched nationwide. By 2019, Lifeguards of Texas and S.A.F. Guarding grew to service thirty four 24 Hr Fitness clubs across 4 states.

This expansion led to re-branding under just S.A.F. Guarding in 2020, and we now service various types of residential associations, retirement communities, fitness centers, country clubs, water parks, and more, all across the United States.

COMMENTS

Headquartered in Dallas, TX and launched in 2002. A veteran owned, small business, specializing in Lifeguard Management & Aquatic Services.

Formerly Lifeguards of Texas. Headquartered in Dallas, TX & established in 2002.

What started with a single HOA, quickly expanded to 3 major cities and 30+ HOA’s by 2006.

In 2009, Lifeguards of Texas partnered with 24Hr Fitness to service 5 clubs across Texas.

COMPANY NAME MAIL

COMPANY

DESCRIPTION

Steptoe & Johnson, PLLC

500 North Akard Street, Suite 3200

Dallas, TX 75201

(469)920-8240

(310)428-4155

https://www.steptoe-johnson.com/office/dallas-tx/

leah.burton@steptoe-johnson.com

The Dallas, Texas office opened in 2021 as part of the firm’s largest geographic expansion to date, with the Collin County and San Antonio offices opening concurrently. In April 2022, the Dallas office moved into its newly constructed office on the 32nd floor of Ross Tower in downtown Dallas.

COMMENTS

The Dallas office prides itself on strong connections to the local business community and civic organizations. Dallas team members generously give their time and energy to a variety of non-profit organizations, like the Bridge Breast Network, the Recovery Resource Council, and Operation Turkey, that serve the Dallas area as well as professional and trade organizations across all industries. As the Dallas office continues to grow, it will no doubt continue to put a “Texas twist” on everything it does.

Approximately 6,099,000 Texans live in 2,121,000 homes in more than 21,400 community associations.

| 90% | say their association’s rules protect and enhance property values (62%) or have a neutral effect (28%).

| 70% | of residents oppose additional regulation of community associations.

| 85% | of residents rate their community association experience as positive (63%) or neutral (22%).

| 43% | say they always vote in state and local elections. 59% vote in national elections.

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

SOURCES:

These residents pay $9.9 billion a year to maintain their communities. These costs would otherwise fall to the local government.

203,900 Texans serve as volunteer leaders in their community associations each year, providing $219.2 million in service.

The median home value in Texas is $161,700. Homes in community associations are generally valued at least 4% more than other homes.

Community associations, also known as homeowners associations, condominiums. housing cooperatives, common interest developments, and planned communities, are neighborhoods where homeowners share responsibility, ownership, rights, and use of common amenities, facilities, and space. Community associations are created, governed, and managed by state statutes. State statute provides for neighbors to elect neighbors to manage the administration and operations of the community.

The financial engine of the community is based on mandatory assessments paid by every homeowner to cover the costs of conducting association business—such as common area maintenance, repair and replacement, essential services, routine operations, insurance, legal compliance, landscaping, facilities maintenance as well as savings for future needs.

CAI supports public policy that recognizes the rights and responsibilities of homeowners and promotes the self-governance of community associations— affording associations the ability to operate efficiently and protect the investment owners make in their homes and communities.

www.caionline.org (888) 224-4321

We’ve got you covered! Robert Riddick, the Foundation’s President-Elect, is a volunteer board member in his community and has relied on Foundation Best Practice Reports to navigate the good, bad, and ugly situations that have developed over the years in his own association, all while improving the quality of his neighborhood.

Former Educator of the Year Paul Grucza, also a Foundation board member, shares that Best Practice Reports are an important component of CAI’s education curriculum.

got credentials?

If you have credentials, you have credibility. More than just letters after your name, CAI credentials identify you as the right professional for the job. They give employers confidence that you have the knowledge, experience and integrity to provide the best possible service to their associations.

CAI provides opportunities for industry professionals to fast-track their companies and careers and stand out from the competition. If you hold a CAI credential, you are automatically listed in CAI’s online Directory of Credentialed Professionals, where potential employers and clients can find you—and see that you stand above the rest.

Learn how to earn CAI credentials today . . . visit www.caionline.org/credentials or call (888) 224-4321 (M-F, 9–6:30 ET) for more information.

CrEdEnTIALs For ProFEssIonALs:

z association management specialist (ams®)

z Professional Community association manager (PCam®)

z large-scale manager (lsm®)

z reserve specialist (rs™)

z Community insurance and risk management specialist (Cirms®)

CrEdEnTIALs For MAnAGEMEnT CoMPAnIEs:

z accredited association management Company (aamC®)

COMMUNITY

WHAT ARE COMMUNITY ASSOCIATIONS?

The term community associations refers to all forms of common interest home ownership such as town homes, condominiums, single-family homeowner associations, planned unit developments, and housing cooperatives.

WHAT IS CAI?

Community Associations Institute is a national, non-profit organization dedicated to building better communities. Established in 1973, CAI strives to meet the changing needs of the dynamic industry by providing publications, seminars, research and forums for discussing key issues in the industry.

WHAT IS DFW/CAI?

One of 63 chapters worldwide (including Canada, the Middle East and South Africa, and relationships with housing leaders in a number of other countries, including Australia and the United Kingdom), the Dallas Ft. Worth Chapter was organized in 1980 to provide regional support for the North Texas Area. DFW CAI provides opportunities for information and exchange of ideas through membership meetings, education programs, magazines, directories and social activities throughout the year.

WHO BELONGS TO CAI?

CAI does not represent one profession or interest group. The chapter’s strength lies in the interaction among the different interest groups in the industry including homeowners, association managers, professional service providers (accountants, attorneys, insurance agents), vendors, builders, developers and public officials within the local, state, and national levels of government.

WHAT IS OUR CORE PURPOSE?

The Community Associations Institute is:

• The nation’s voice on community association issues.

• The catalyst in the dynamic development and presentation of educational experiences as a vehicle for the ongoing advancement of the community association industry and competent performance of its participants.

• The leading promoter of research in the community association field.

• The premier resource center on current and future trends and practices.

• The developer of innovative concepts for the creation and operation of community associations.

• Dedicated to the betterment of the greater community

PROFESSIONAL MANAGER CODE OF ETHICS

The Manager Shall

1. Comply with current bylaws, standards and practices as may be established from time to time by CAI and all federal, state, and local laws, ordinances, rules, and regulations in effect where the Manager practices.

2. Fulfill duties owed to CAI; including, but not limited to, completely and truthfully complete all applications and renewals, promptly notify CAI of any felony or misdemeanor convictions, judgments or consent decrees, loss of fiduciary liability coverage, loss of license to practice and/or disciplinary action by a professional organization and participate in continuing professional education through CAI and other industry related organizations.

3. Act in the best interests of the Client; refrain from making inaccurate or misleading representations or statements; not knowingly misrepresent facts to benefit the Manager.

4. Undertake only those engagements that the Manager can reasonably expect to perform with professional competence.

5. Exercise due care and perform planning and supervision as specified in the written management agreement, job description or duly adopted CAI Board of Trustees policies.

6. Disclose all relationships in writing to the Client regarding any actual, potential, or perceived conflict of interest affecting any relationship between the manager and the Client. The Manager shall take all necessary steps to avoid any perception of favoritism or impropriety during the vendor selection process and negotiation of any contracts.

7. Provide prompt written disclosure to client of any compensation, gratuity, or other form of remuneration from individuals or companies who act or may act on behalf of the Client.

8. Ensure that Client homeowners receive timely communication and response as required by state statutes or legal documents and protect their right of appeal.

9. Disclose to the Client the extent of fidelity or other contractually required insurance carried on behalf of the Manager and/or Client and any subsequent changes in coverage, which occur during the Manager’s engagement if the amount is lower than the contract amount requires.

10. See that the funds held for the Client by the Manager are held in a custodial manner only, are in separate accounts, are not misappropriated or commingled with funds of other clients and are returned to the Client at the end of the Manager’s engagement in accordance with applicable terms and conditions; Prepare and furnish to the Client accurate and timely financial reports in accordance with the terms of the management agreement, job description or duly adopted Board policies.

11. Recognize the original records, files and books held by the Manager are the property of the Client to be returned to the Client at the end of the Manager’s engagement upon request; Maintain the duty of confidentiality to all current and former Clients.

12. Refrain from criticizing competitors or their business practices; act in the best interests of their employers; maintain a professional relationship with peers and industry related professionals.

13. Always conduct themselves in a professional manner when acting in the scope of the Manager’s employment. This includes, but is not limited to, refraining from behavior that would reasonably be perceived to be harassing, bullying, discriminatory or unethical.

14. Not engage in any form of anticompetitive conduct in violation of the antitrust laws, including price fixing.

15. Not use the work products of colleagues or competing management firms that are considered proprietary without the expressed written permission of the author or the management firm.

Compliance with the Professional Manager Code of Ethics is further amplified in the Code Clarification Document provided by Community Associations Institute.

Last Revised August 2021

• CONTACT - The chapter magazine published quarterly with chapter activities, current information on association issues, advertising and current legislation activity.

• CHAPTER EDUCATION PROGRAMS AND WORKSHOPS for idea and information sharing, peer-to-peer networking, and support within the industry of community associations.

• AWARD-WINNING PUBLICATION COMMON GROUNDBi-monthly magazine produced by the national CAI office covering vital information on community association issues and operations. Provides insights on what other associations are doing and presents a national forum for developing the direction of community associations.

• NATIONAL AND REGIONAL CONFERENCES you can meet, learn, and exchange views with community association activists from across the country.

• ANNUAL LAW SEMINARS - Legal update programs locally and legislative updates with the Law Reporter which is published monthly covering important cases, rulings and trends in the development of community association law.

• PUBLICATIONS from the national office with samples, examples, tapes, and reports relevant to community association management, guidelines, policies, rules, and other governing documents for the community from development to homeowner control.

• SOCIAL ACTIVITIES involving local members to interact and build unity through a casual atmosphere filled with fun!

• MEMBERSHIP DIRECTORY - Available online and in print, exclusively to current CAI members.

CERTIFIED MANAGER OF COMMUNITY ASSOCIATIONS (CMCA®)

The CMCA certification program, launched by CAI in 1995 and now administered by the Community Association Managers International Certification Board (CAMICB), recognizes individuals who have demonstrated the fundamental knowledge required to manage community associations. (Managers must recertify every two years.)

Requirements: Complete the M-100 Course, The Essentials of Community Association Management, and pass the M-100 exam. Applicants must then apply for and pass the CMCA examination.

For Additional Information Call CAMICB at 866-779-CMCA (2622), or visit the website: www.camicb.org

ASSOCIATION MANAGEMENT SPECIALIST (AMS®)

The second level in the career development track for community association managersThe AMS designation demonstrates a higher level of commitment to your career and the community association industry. An AMS designation is recommended for managers who want to enhance their career opportunities by increasing their knowledge and expertise.

Requirements: Have two years of verified experience in fiancnail, administrative, and facilities management of at least one association; Successfully complete at least two M-200 level courses (M-201 through M-2016); Successfully pass the CMCA exam; Pay application fee. (Redesignation is required every three years in August.)

For Additional Information Call CAI Direct at 888-CAI-4321, or visit the website: www.caionline.org

PROFESSIONAL COMMUNITY ASSOCIATION MANAGER (PCAM®)

The pinnacle of community association management - The PCAM designation is the higher professional recognition available nationwide to managers who specialize in community association management. Recommended for experience managers who wish to be recognized as one of the best and most experience managers in the nation.

Requirements: Have five years of direct community association management experience; Successfully complete all six M-200 level courses (with the last PMDP course complete within the past five years; Successfully pass the CMCA exam; Earn a minimum of 125 points based on the requirements listed in the PCAM application; Submit the PCAM application and pay applicaton fee; Complete the PCAM Case Study upon approval of application. (Redesignation is required every three years in August.)

For Additional Information Call CAI Direct at 888-CAI-4321, or visit the website: www.caionline.org.

M-100 THE ESSENTIALS OF COMMUNITY ASSOCIATION MANAGEMENT | 2.5 days (also available online)

M-201 FACILITIES MANAGEMENT | 1.5 days

M-202 ASSOCIATION COMMUNICATIONS | 1.5 days

M-203 COMMUNITY LEADERSHIP | 1.5 days

M-204 COMMUNITY GOVERNANCE | 2 days

M-205 RISK MANAGEMENT | 2 days

M-206 FINANCIAL MANAGEMENT | 2 days

M-300 ETHICS & THE COMMUNITY MANAGER | Online Course

M-310 MANAGEMENT COMPANY ADMINISTRATION | 2 days

M-320 HIGH-RISE MAINTENANCE & MANAGEMENT | 2 days

M-330 ADVANCED INSURANCE & RISK MANAGEMENT | 2 days

M-340 MANAGING THE LARGE-SCALE ASSOCIATION | 2 days

M-350 MANAGER & THE LAW | 2 days

M-360 LEADERSHIP PRACTICES IN BUILDING COMMUNITY | 1.5 days

M-370 MANAGING DEVELOPING COMMUNITIES | 1.5 days

M-380 LITIGATION TRAINING FOR MANAGERS | 1.5 days

M-390 LEADERSHIP PRACTICES IN CUSTOMER SERVICE | 1 day

M-400 CONTEMPORARY ISSUES IN COMMUNITY ASSOCIATION MANAGEMENT | 1 day

PCAM CASE STUDY | 2 days

THE BOARD LEADERSHIP DEVELOPEMENT WORKSHOP

Education for homeowner leaders just got better. The Board Leadership Development Workshop teaches you how to communicate with association residents, hire qualified managers and service providers, develop enforceable rules, interpret governing documents and more. It provides a comprehensive look at the roles and responsibilities of community association leaders and conveys information to help create and maintain the kind of community people want to call home. The workshop is available in two formats: live, classroom instruction through CAI chapters and an online course.

Who should attend?

• New Association Board members

• Homeowners living in an association

• Association committee members

Why should you attend?

• To learn about proven strategies that you can implement in your association

• To keep updated on industry trends

• To exchange ideas with other association leaders and sharpen your skills

Is there an exam?

• No, but you will receive a certificate of completion

What will I receive?

• The Board Member Toolkit – The Board Member Tool Kit gives board members an overview of that responsibility and points them to the information, tools and resources they need to be successful. Includes more than two dozen sample documents.

• Additional Class Materials – sample by-laws, scenarios, financial statements, meeting agendas for review in class

The Five Modules of the Course

• Governing Documents and Roles & Responsibilities

• Communications, Meetings, and Volunteerism

• Fudamentals of Financial Management

• Professional Advisors and Service Providers

• Association Rules and Conflict Resolution

Call the Chapter Office at 972-233-9107 x221 for dates and to register.

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