Community Contact | Winter 2024

Community

Winter 2024

CONTACT A Resource For Homeowners Associations, Condominiums, Townhomes, and Cooperatives

www.dfwcai.org

Innovating community association banking solutions is our business, so you can focus on growing yours.

With a strong commitment to the community management industry, backed by sizable national resources, Alliance Association Bank provides an unmatched level of expertise and responsiveness. Our customer-focused approach means you get a dedicated, experienced relationship manager— a single point of contact—to help with your unique needs so you’re able to focus on what matters most: your business and your customers.

Specializing in: No-Fee Lockbox Services1

Online Homeowner Payment Portal

ConnectLive TM Software Integration

Lending Solutions3

Full Online Banking Services2

Extensive Deposit Solutions4

Meet Your Community Association Banking Experts: Wendy Hazelwood, CMCA Vice President (214) 837-7711 whazelwood@allianceassociationbank.com Joanne Haluska, CMCA, AMS Senior Managing Director, Central Region (216) 314-9100 jhaluska@allianceassociationbank.com

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allianceassociationbank.com

Funds deposited through the Lockbox will follow Western Alliance Bank’s funds availability policy as outlined in the Deposit Account Agreement Disclosure. 2Fees may be imposed for additional services related to online banking. Refer to Business Online Banking Setup and Authorization for more information. 3All offers of credit are subject to credit approval, satisfactory legal documentation and regulatory compliance. 4Refer to the disclosures provided at account opening and the Schedule of Fees and Charges for additional information. Alliance Association Bank, a division of Western Alliance Bank, Member FDIC. Western Alliance Bank ranks high on the Forbes “Best Banks in America” list year after year.

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Why Choose Alliance Association Bank: Alliance Association Bank has over 50 years of combined experience meeting the unique and complex banking needs of community associations. This experience, combined with our financial strength and stability, make Alliance Association Bank a key financial institution to build an alliance with to grow your business. Alliance Association Bank is a division of Western Alliance Bank, Member FDIC. As one of the country’s top-performing banking companies, Western Alliance was #1 best-performing of the 50 largest public U.S. banks in the most recent S&P Global Market Intelligence listing and ranks high on the Forbes “Best Banks in America” list year after year.

One of Forbes’ Best Banks in America Year After Year

A Full-Service Community Association and Business Law Firm

General Counsel | Aggressive Enforcement | Collections | Litigation/Insurance Defense | Alternative Dispute Resolution | Construction Defect Our Leadership

Gregory Cagle

Adam Pugh

Kate Kilanowski

737.261.0600 | www.caglepugh.com CONTACT | WINTER 2024 • 3

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Community

CONTACT Fall 2025

LUNCHEON RECAP

26

SPORTING CLAYS RECAP

14

LEGAL FORUM RECAP

16

BINGO RECAP

18

MEMBERSHIP REPORT

60

20 CAI Chapter Impact 38 10 Things AI Year In Review Can Do For You 30 How Does Charitable 42 Tips for Communities Immunity Impact

Community Associations

After a Hurricane

Community Associations Institute is a national, non-profit, membership organization dedicated to the successful creation and operation of community associations. The Dallas/Fort Worth Chapter was established in 1980 to provide support for the North Texas area. Community Contact is published by the Dallas/Fort Worth Chapter of Community Associations Institute and is issued with the understanding that the publisher is not engaged in rendering financial, legal, accounting or other professional services, or be construed as a recommendation for any course of action regarding financial, legal, accounting or other professional services by Community Contact or its authors or advertisers. The services of a competent professional should be sought where professional services are required. The articles appearing in Community Contact do not necessarily reflect the opinion of CAI or the DFW Chapter, and acceptance of advertising does not constitute an endorsement of the products or services.

All contents of Community Contact are protected by copyright. Reproduction in whole or in part without written permission is expressly prohibited. AAMC, AMS, and PCAM are registered trademarks of Community Associations Institute. CMCA is a registered trademark of the Community Association Managers International Certification Board. Many of the designations used by manufacturers and sellers to distinguish their products are CONTACT | WINTER 2024 • 5 claimed as trademarks. Use of a term in this publication should not be regarded as affecting the validity of any trademark or service mark.

2024 BOARD OF DIRECTORS President Olivia Hurtado, CMCA First Citizens Bank olivia.hurtado@cit.com President-Elect Wendy Hazelwood, CMCA Alliance Association Bank whazelwood@allianceassociationbank.com Vice President Diana R. Larson, AMS, PCAM Assured Association Management, Inc. dlarson@assuredmanagement.com Director Vanessa Burch, CMCA, AMS, PCAM SBB Community Management, AAMC v.burch@sbbmanagement.com Director Leah K. Burton, Esq. Steptoe & Johnson, PLLC leah.burton@steptoe-johnson.com Director Madan Goyal West Park Homeowners Association goyaltexan@hotmail.com Director Mark Norton, AMS, PCAM Insight Association Management, Co. AAMC mnorton@insightam.com Director Deena Still Ridgecrest McKinney Homeowners Association dstill05@gmail.com Director / Immediate Past President Joe Veach Globus Construction Group jveach@globusmanage.com

MANAGEMENT James Nicholson, Chapter Executive Director DFW Community Associations Institute 14070 Proton Road, Suite 100 Dallas, TX 75244-3601 (972) 246-3540 www.dfwcai.org office@dfwcai.org

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Serving North Texas Since 1991

Texas’ most highly qualified lake and pond management company serving all of Dallas/Ft Worth and surrounding areas

Our Services

Our Staff

• Aquatic Vegetation Control

• Biologists with over 60 years

• Mosquito Control

of combined experience on staff

• Pond Sediment Surveys

• TDA Licensed Applicators

• Fish for Stocking

• SePro Preferred Applicators

Magnolia Fisheries • 217 N Coppell Rd • Coppell, TX 75019 972-724-0071 • www.magnoliafisheries.com • info@magnoliafisheries.com

Fountain and Aeration Products and Services Since 1997 We sell and represent all major fountain manufacturers, including Aqua Control, Aqua Master, Airmax and Kasco Marine. We are the world’s largest Aqua Control distributor. Our services include: • Fountain and Aeration Installation • Waterfall Pump Sales and Installation • Solar and Wind Aeration Products

• Fountain and Water Aeration Preventive Maintenance Programs • Troubleshooting and Repair Services for All Brands

Lone Star Fountains • 217 N Coppell Rd • Coppell, TX 75019 972-471-3810 • www.lonestarfountains.com • info@lonestarfountains.com CONTACT | WINTER 2024 • 7

THANK YOU TO OUR

2024

SUPER SPONSORS

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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 Advanced Association Management, Inc. Association Insurance Partners Brightview Landscape Services 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 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 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 Allegra Marketing Print Mail Charles Taylor Engineering Technical Services RealManage Royal Real Estate Services Education Cavalry Construction & Restoration CTB Multifamily Services Randolph Brooks Federal Credit Union

2024 DFW CAI COMMITTEES 2024 DFW CAI COMMITTEES Ambassadors of Fun Legal Forum Joeline Simien Ashley Koirtyohann Kristy McCarthy Membership Ambassadors of Fun Golf Tournament Magazine Cindy Martin, CMCA, AMS, PCAM Joeline Simien Community Affairs Dustin Cotton Tracy Wolin, CMCA, AMS, PCAM Kristy McCarthy Deena Still High Rise Managers Forum Membership Programming Still Community Affairs Expo Christopher Glennon Cindy Martin,Deena CMCA, AMS, PCAM Lawanda Brannon Deena Still Jenna AbernathyJenifer Reider, CMCA Deena Still Nathan Watson, CMCA, AMS Programming Expo Deena Still Sporting Clays Robey Canaday Jenna Abernathy Gala Legal Forum Lawanda Brannon Deena Still Mark Norton, AMS, AshleyPCAM Koirtyohann Sporting Clays Gala Golf Tournament Magazine Robey Canaday Mark Norton, AMS, PCAMDustin Cotton Tracy Wolin, CMCA, AMS, PCAM High Rise Managers Forum Christopher Glennon Jenifer Reider, CMCA Nathan Watson, CMCA, AMS

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MANAGING HOMEOWNERS ASSOCIATIONS SINCE 1984

• Extensive experience • An industry-specific API-integrated platform • A deep understanding of your unique banking needs Contact us today to simplify your banking with specialized solutions.

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Experience the Brightest Lighting Solutions in DFW

(817) 725-9627

www.PremierOaksLighting.com

Making Lives

Brighter

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DFW CAI

SPORTING CLAYS

TOURNAMENT 2024

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Ɛ ǁĞ ƌĞĨůĞĐƚ ŽŶ ϮϬϮϰ͕ ŽŶĞ ǁŽƌĚ ĐŽŵĞƐ ƚŽ ŵŝŶĚ͗ ĚLJŶĂŵŝĐ͘ dŚŝƐ LJĞĂƌ ďƌŽƵŐŚƚ ŝŶŶŽǀĂƚŝŽŶ͕ connection, and growth. CAI’s 64 chapters embraced new opportunities and navigated ĞǀŽůǀŝŶŐ ĐŚĂůůĞŶŐĞƐ ǁŝƚŚ ƌĞƐŝůŝĞŶĐĞ ĂŶĚ ĐƌĞĂƚŝǀŝƚLJ͘ >ĂƌŐĞͲƐĐĂůĞ ĞǀĞŶƚƐ ĨůŽƵƌŝƐŚĞĚ͕ ĞĚƵĐĂƚŝŽŶ ĐŽŶƚŝŶƵĞĚ ƚŽ ďĂůĂŶĐĞ ǀŝƌƚƵĂů ĂŶĚ ŝŶͲƉĞƌƐŽŶ ĨŽƌŵĂƚƐ͕ ĂŶĚ ĐŚĂƉƚĞƌƐ ĨŽƵŶĚ ŝŶŶŽǀĂƚŝǀĞ ǁĂLJƐ ƚŽ ƉƌŽǀŝĚĞ ǀĂůƵĞ ƚŽ ŵĞŵďĞƌƐ ǁŚŝůĞ ƌĞŵĂŝŶŝŶŐ ŵŝŶĚĨƵů ŽĨ ƌĞƐŽƵƌĐĞƐ͘ dŽŐĞƚŚĞƌ͕ ĐŚĂƉƚĞƌƐ ĂŶĚ / ,Y ŚŽŶĞĚ ƚŚĞŝƌ ĨŽĐƵƐ ŽŶ ĚĞůŝǀĞƌŝŶŐ ĞdžĐĞƉƚŝŽŶĂů ĞdžƉĞƌŝĞŶĐĞƐ ĂŶĚ ŵĂdžŝŵŝnjŝŶŐ ŵĞŵďĞƌ ŝŵƉĂĐƚ͘

dŚƌŽƵŐŚ ĐŽůůĂďŽƌĂƚŝŽŶ͕ ĂĚĂƉƚĂďŝůŝƚLJ͕ ĂŶĚ ƵŶǁĂǀĞƌŝŶŐ ĚĞĚŝĐĂƚŝŽŶ͕ ǁĞ ƚĂĐŬůĞĚ ŶĞǁ ƉƌŝŽƌŝƚŝĞƐ͕ ƌĞǀŝƐŝƚĞĚ ƐƚƌĂƚĞŐŝĞƐ͕ ĂŶĚ ƐƚƌĞŶŐƚŚĞŶĞĚ ŽƵƌ ĐŽŵŵƵŶŝƚLJ͘ /ƚ ŝƐ ǁŝƚŚ ŝŵŵĞŶƐĞ ŐƌĂƚŝƚƵĚĞ ĨŽƌ ŽƵƌ ƚĂůĞŶƚĞĚ ĐŚĂƉƚĞƌ ĞdžĞĐƵƚŝǀĞ ĚŝƌĞĐƚŽƌƐ ĂŶĚ ƉĂƐƐŝŽŶĂƚĞ ĐŚĂƉƚĞƌ ůĞĂĚĞƌƐ ƚŚĂƚ ǁĞ ĐĞůĞďƌĂƚĞ Ăůů we’ve achieved. Your commitment is the foundation of CAI’s success. Before we dive into ϮϬϮϱ͕ ƚĂŬĞ Ă ŵŽŵĞŶƚ ƚŽ ƌĞĨůĞĐƚ ŽŶ ƚŚĞ ŚŝŐŚůŝŐŚƚƐ ŽĨ ϮϬϮϰ ĂŶĚ ƚŚĞ ŝŶĐƌĞĚŝďůĞ ǁŽƌŬ ǁĞ accomplished together. Here’s to a thriving year ahead!

DĞŵďĞƌƐŚŝƉ • • •

KƵƌ ϲϰ ĐŚĂƉƚĞƌƐ ƌĞƉƌĞƐĞŶƚ ŵŽƌĞ ƚŚĂŶ ϰϵ͕ϬϬϬ ŵĞŵďĞƌƐ ĂƌŽƵŶĚ ƚŚĞ ĐŽƵŶƚƌLJ ĂŶĚ ƚŚĞ ǁŽƌůĚ͘ /Ŷ ƚŚĞ ĐĂůĞŶĚĂƌ LJĞĂƌ ϮϬϮϰ͕ / ŐƌĞǁ ďLJ ϴ͘ϲй DĂŶĂŐĞƌ ĂŶĚ ďƵƐŝŶĞƐƐ ƉĂƌƚŶĞƌ ŵĞŵďĞƌƐŚŝƉƐ͕ ĂůŽŶŐ ǁŝƚŚ ĂĚĚŝƚŝŽŶĂů ;ŵƵůƚŝͿ ĐŚĂƉƚĞƌ ŵĞŵďĞƌƐŚŝƉƐ ĨŽƌ ďƵƐŝŶĞƐƐ ƉĂƌƚŶĞƌƐ͕ ŵĂŶĂŐĞƌƐ͕ ĂŶĚ ŵĂŶĂŐĞŵĞŶƚ ĐŽŵƉĂŶŝĞƐ ĐŽŶƚŝŶƵĞ ƚŽ ŐƌŽǁ ƚŽ ƌĞĐŽƌĚ ŚŝŐŚ ƚŽƚĂůƐ͘

ĚǀŽĐĂĐLJ • • •

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/ ĐŚĂƉƚĞƌƐ ƐƵƉƉŽƌƚ ϯϲ ƐƚĂƚĞ ĂŶĚ ŽŶĞ &ĞĚĞƌĂů ůĞŐŝƐůĂƚŝǀĞ ĂĐƚŝŽŶ ĐŽŵŵŝƚƚĞĞ (LACs). Collectively, CAI’s > Ɛ ŚĂǀĞ ŶĞĂƌůLJ ϲϬϬ ĂĐƚŝǀĞ ǀŽůƵŶƚĞĞƌƐ͘ ϰϲ ^ƚĂƚĞƐ ĂŶĚ ƚŚĞ ĨĞĚĞƌĂů ŐŽǀĞƌŶŵĞŶƚ ǁĞƌĞ ŝŶ ƐĞƐƐŝŽŶ͘ / ƚƌĂĐŬĞĚ ĂŶĚ ĂĚǀŽĐĂƚĞĚ ŽŶ ŵŽƌĞ ƚŚĂŶ ϭ͕ϮϬϬ ƉŝĞĐĞƐ ŽĨ ůĞŐŝƐůĂƚŝŽŶ͘ EŽƚĂďůĞ ůĞŐŝƐůĂƚŝǀĞ ŝŶŝƚŝĂƚŝǀĞƐ ŝŶ ϮϬϮϰ ǁĞƌĞ ĐŽŶĚŽŵŝŶŝƵŵ ƐĂĨĞƚLJ ;ŝ͘Ğ͘ ƌĞƐĞƌǀĞ ƐƚƵĚŝĞƐ ĂŶĚ ĨƵŶĚŝŶŐ͕ ĂŶĚ ďƵŝůĚŝŶŐ ŝŶƐƉĞĐƚŝŽŶƐͿ͕ ďŽĂƌĚ ŵĞŵďĞƌ ĞĚƵĐĂƚŝŽŶ ĂŶĚ ƚƌĂŝŶŝŶŐ͕ ĨŝŶŝŶŐ ĂƵƚŚŽƌŝƚLJ ĂŶĚ ĨŽƌĞĐůŽƐƵƌĞƐ͕ ĚŝƐƉƵƚĞ ƌĞƐŽůƵƚŝŽŶ͕ ĂŶĚ ĞŶǀŝƌŽŶŵĞŶƚĂů ƐƵƐƚĂŝŶĂďŝůŝƚLJ ;ƐŽůĂƌ ƉĂŶĞůƐ͕ ĂŶĚ ĞůĞĐƚƌŝĐ ǀĞŚŝĐůĞ ĐŚĂƌŐŝŶŐ ƐƚĂƚŝŽŶƐͿ͘ EŝŶĞ ƐƚĂƚĞƐ ; ĂůŝĨŽƌŶŝĂ͕ /ůůŝŶŽŝƐ͕ DŝĐŚŝŐĂŶ͕ DŝƐƐŽƵƌŝ͕ KƌĞŐŽŶ͕ WĞŶŶƐLJůǀĂŶŝĂ͕ dĞŶŶĞƐƐĞĞ͕ dĞdžĂƐ͕ ĂŶĚ sŝƌŐŝŶŝĂͿ ŚĞůĚ ĂĚǀŽĐĂĐLJ ĞǀĞŶƚƐ͕ ŵĞĞƚŝŶŐ ǁŝƚŚ ƐƚĂƚĞ ůĞŐŝƐůĂƚŽƌƐ ƚŽ ĂĚǀŽĐĂƚĞ ŽŶ ďĞŚĂůĨ ŽĨ ƚŚĞ ĐŽŵŵƵŶŝƚLJ ĂƐƐŽĐŝĂƚŝŽŶ ŚŽƵƐŝŶŐ ŵŽĚĞů͘

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ŚĂƉƚĞƌƐ ĂĐƌŽƐƐ ƚŚĞ ĐŽƵŶƚƌLJ ƉĂƌƚŶĞƌĞĚ ǁŝƚŚ ƚŚĞŝƌ >ĞŐŝƐůĂƚŝǀĞ ĐƚŝŽŶ ŽŵŵŝƚƚĞĞƐ ƚŽ ƉƌŽǀŝĚĞ ůĞŐŝƐůĂƚŝǀĞ ƵƉĚĂƚĞƐ ŽŶ ůĂǁ ĐŚĂŶŐĞƐ ŝŶ ƚŚĞ ƐƚĂƚĞƐ͘ ŽƌƉŽƌĂƚĞ dƌĂŶƐƉĂƌĞŶĐLJ Đƚ͗ /Ŷ ^ĞƉƚĞŵďĞƌ ϮϬϮϰ͕ / ĨŝůĞĚ Ă ůĂǁƐƵŝƚ ĂŐĂŝŶƐƚ ƚŚĞ h͘^͘ ĞƉĂƌƚŵĞŶƚ ŽĨ ƚŚĞ dƌĞĂƐƵƌLJ͕ ^ĞĐƌĞƚĂƌLJ :ĂŶĞƚ zĞůůĞŶ͕ ĂŶĚ ƚŚĞ ĚŝƌĞĐƚŽƌ ŽĨ ƚŚĞ &ŝŶĂŶĐŝĂů ƌŝŵĞƐ ŶĨŽƌĐĞŵĞŶƚ EĞƚǁŽƌŬ͕ ĐŚĂůůĞŶŐŝŶŐ ƚŚĞ ĂƉƉůŝĐĂƚŝŽŶ ŽĨ ƚŚĞ ŽƌƉŽƌĂƚĞ dƌĂŶƐƉĂƌĞŶĐLJ Đƚ ŽŶ ĐŽŵŵƵŶŝƚLJ ĂƐƐŽĐŝĂƚŝŽŶƐ͘ dŚŽƵŐŚ CAI’s request for a preliminary injunction was ultimately denied, in early December, a federal court in dĞdžĂƐ ŐƌĂŶƚĞĚ Ă ƌĞƋƵĞƐƚ ĨŽƌ Ă ƉƌĞůŝŵŝŶĂƌLJ ŝŶũƵŶĐƚŝŽŶ͘ dŚŝƐ ĚĞĐŝƐŝŽŶ ĞĨĨĞĐƚŝǀĞůLJ ďůŽĐŬĞĚ ƚŚĞ h͘^͘ ĞƉĂƌƚŵĞŶƚ ŽĨ dƌĞasury from enforcing the act’s beneficial ownership information (BOI) reporting ƌĞƋƵŝƌĞŵĞŶƚƐ͘ / ŚĂƐ ĂůƐŽ ĨŝůĞĚ ƚŚƌĞĞ ĂŵŝĐƵƐ ďƌŝĞĨƐ ŝŶ ŽƚŚĞƌ ůĂǁƐƵŝƚƐ ďLJ ŽƚŚĞƌ ƚƌĂĚĞ ĂƐƐŽĐŝĂƚŝŽŶƐ ĐŚĂůůĞŶŐŝŶŐ ƚŚĞ ĐŽŶƐƚŝƚƵƚŝŽŶĂůŝƚLJ ŽĨ ƚŚĞ Đƚ͘ o / ĂŶĚ / ĂĚǀŽĐĂƚĞƐ ŚĂǀĞ ĂůƐŽ ŵĞƚ ǁŝƚŚ ƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐ ĨƌŽŵ &ŝŶ E ĂŶĚ ƚŚĞ hŶŝƚĞĚ ^ƚĂƚĞƐ dƌĞĂƐƵƌLJ ĞƉĂƌƚŵĞŶƚ ƚŽ ĚŝƐĐƵƐƐ ĞdžĞŵƉƚŝŽŶ ŽƉƉŽƌƚƵŶŝƚŝĞƐ ĨŽƌ ĐŽŵŵƵŶŝƚLJ ĂƐƐŽĐŝĂƚŝŽŶƐ ƚŚƌŽƵŐŚ ƚŚĞŝƌ ĐŽŶŐƌĞƐƐŝŽŶĂů ĂůůŽǁĞĚ ƌĞŐƵůĂƚŽƌLJ ƉƌŽĐĞƐƐ͘ KŶ ĞĐ͘ Ϯϲ͕ ĨŽůůŽǁŝŶŐ ƚŚĞ ĞĐ͘ Ϯϯ ŽƌĚĞƌ ǀĂĐĂƚŝŶŐ Ă ƚĞŵƉŽƌĂƌLJ ƉƌĞůŝŵŝŶĂƌLJ ŝŶũƵŶĐƚŝŽŶ ŝŵƉŽƐĞĚ ďLJ ƚŚĞ h͘^͘ ŝƐƚƌŝĐƚ ŽƵƌƚ ĨŽƌ ƚŚĞ ĂƐƚĞƌŶ ŝƐƚƌŝĐƚ ŽĨ dĞdžĂƐ͕ ƚŚĞ ĨƵůů ƉĂŶĞů ŽĨ ũƵĚŐĞƐ ŽĨ ƚŚĞ &ŝĨƚŚ ŝƌĐƵŝƚ ŽƵƌƚ ŽĨ ƉƉĞĂůƐ ŝƐƐƵĞĚ ĂŶ ŽƌĚĞƌ ǀĂĐĂƚŝŶŐ ƚŚĞ ƐƚĂLJ ŝƐƐƵĞĚ ďLJ Ă ƚŚƌĞĞͲũƵĚŐĞ ƉĂŶĞů ŽĨ the District Court’s preliminary injunction of the enforcement ŽĨ ƚŚĞ :ĂŶ͘ ϮϬϮϱ ĚĞĂĚůŝŶĞ ĨŽƌ ƌĞƉŽƌƚŝŶŐ ĐŽŵƉůŝĂŶĐĞ ƵŶĚĞƌ ƚŚĞ ŽƌƉŽƌĂƚĞ dƌĂŶƐƉĂƌĞŶĐLJ Đƚ ŝŶ dĞdžĂƐ dŽƉ ŽƉ ^ŚŽƉ ǀ͘ 'ĂƌůĂŶĚ͘ dŚŝƐ ŝŶũƵŶĐƚŝŽŶ ǁĂƐ ĂƉƉĞĂůĞĚ ƚŽ ƚŚĞ ^ƵƉƌĞŵĞ ŽƵƌƚ ŽĨ ƚŚĞ hŶŝƚĞĚ ^ƚĂƚĞƐ ŽŶ ĞĐ͘ ϯϭƐƚ͘ o dŚŝƐ ŵĞĂŶƐ Ăƚ ƚŚŝƐ ƚŝŵĞ ďĞŶĞĨŝĐŝĂů ŽǁŶĞƌƐŚŝƉ ŝŶĨŽƌŵĂƚŝŽŶ ƌĞƉŽƌƚŝŶŐ ƌĞƋƵŝƌĞŵĞŶƚƐ ĂƌĞ ŽŶĐĞ ĂŐĂŝŶ ƉƵƚ ŽŶ ƉĂƵƐĞ ďLJ Ă ĨĞĚĞƌĂů ĐŽƵƌƚ ĨŽƌ ĂƉƉůŝĐĂďůĞ ĐŽŵŵƵŶŝƚLJ ĂƐƐŽĐŝĂƚŝŽŶƐ͘ o Dore than 8,700 CAI advocates contacted their legislators about the act to support CAI’s position.

KĨ ƚŚŽƐĞ ǁŚŽ ƉĂƌƚŝĐŝƉĂƚĞĚ͕ ŶĞĂƌůLJ ϱ͕ϴϬϬ ŚĂĚ ŶŽƚ ƉƌĞǀŝŽƵƐůLJ ƐĞŶƚ ŵĞƐƐĂŐĞƐ ƚŽ ƚŚĞŝƌ ĞůĞĐƚĞĚ ŽĨĨŝĐŝĂůƐ ƵƐŝŶŐ ŽƵƌ ŽŶůŝŶĞ ƉůĂƚĨŽƌŵ͘ /Ŷ ƚŽƚĂů͕ ĂůŵŽƐƚ ϯϬ͕ϬϬϬ ŵĞƐƐĂŐĞƐ ǁĞƌĞ ƐĞŶƚ ƚŽ ŶĞĂƌůLJ ϱϬϬ ŵĞŵďĞƌƐ ŽĨ ŽŶŐƌĞƐƐ ĂďŽƵƚ ƚŚŝƐ ĐƌŝƚŝĐĂů ŝƐƐƵĞ͘

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KǀĞƌ ƚŚĞ ƉĂƐƚ ƚǁĞůǀĞ ŵŽŶƚŚƐ͕ / ĐŚĂƉƚĞƌƐ ĐŽůůĞĐƚŝǀĞůLJ ŚĞůĚ͗ ✓ ϱϬϬн /ŶͲƉĞƌƐŽŶ ĚƵĐĂƚŝŽŶĂů ǀĞŶƚƐ ✓ DŽƌĞ ƚŚĂŶ ϯϱϬ >ŝǀĞ sŝƌƚƵĂů ĚƵĐĂƚŝŽŶĂů ǀĞŶƚƐ ✓ DŽƌĞ ƚŚĂŶ ϭϱ >ŝǀĞ ,LJďƌŝĚ ĚƵĐĂƚŝŽŶĂů ǀĞŶƚƐ ✓ ϴϱн /ŶͲWĞƌƐŽŶ dƌĂĚĞƐŚŽǁƐ ĂŶĚ DŝŶŝ džƉŽƐ ✓ KŶĞ sŝƌƚƵĂů dƌĂĚĞƐŚŽǁ ✓ ϯϱϬн /ŶͲƉĞƌƐŽŶ ^ŽĐŝĂů ĂŶĚ EĞƚǁŽƌŬŝŶŐ ǀĞŶƚƐ ✓ DŽƌĞ ƚŚĂŶ ϭϱ sŝƌƚƵĂů ^ŽĐŝĂů ĂŶĚ EĞƚǁŽƌŬŝŶŐ ǀĞŶƚƐ

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ CONTACT | WINTER 2024 • 21

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ŚĂƉƚĞƌƐ ƵƐĞĚ ŽŽŵ ƚŽ ĞŶŐĂŐĞ ŵĞŵďĞƌƐ ŝŶ Ă ǀŝƌƚƵĂů ĞŶǀŝƌŽŶŵĞŶƚ͕ ƌĞƐƵůƚŝŶŐ ŝŶ ĐŚĂƉƚĞƌ ŵĞŵďĞƌƐ ĐŽůůĂďŽƌĂƚŝŶŐ ĂŶĚ ůĞĂƌŶŝŶŐ ĨŽƌ ŵŽƌĞ ƚŚĂŶ ϱ͕ϬϬϬ͕ϬϬϬ ŵŝŶƵƚĞƐ ŽŶ ŽŽŵ ŝŶ ϮϬϮϰ͘ tĞ ĐŽŶƚŝŶƵĞĚ ƚŚĞ /,YͬĐŚĂƉƚĞƌ ƉĂƌƚŶĞƌƐŚŝƉ ƚŽ ƉƌĞƐĞŶƚ ŽŵŵƵŶŝƚLJ ŽŶǀĞƌƐĂƚŝŽŶƐ >ŝǀĞ͕ Ă ůŝǀĞ ƋƵĂƌƚĞƌůLJ ǁĞďŝŶĂƌ ƐĞƌŝĞƐ ƉƌŽǀŝĚŝŶŐ ŝŶƚĞƌŶĂƚŝŽŶĂů ƉĂŶĞůŝƐƚƐ ǁŝƚŚ ůŽĐĂů ďƌĞĂŬŽƵƚ ƐĞƐƐŝŽŶƐ͘ &ŽƵƌƚŚͲLJĞĂƌ ƌĞƐƵůƚƐ ǁĞƌĞ ŽǀĞƌ ϭ͕ϬϬϬ ĂƚƚĞŶĚĞĞƐ ŽǀĞƌ ĨŽƵƌ ƐĞƐƐŝŽŶƐ͘ / ,Y ĐŽŶƚŝŶƵĞƐ ƐŚĂƌŝŶŐ ƌĞŐŝƐƚƌĂƚŝŽŶ ůŝƐƚƐ ŽĨ ŵĂŶĂŐĞƌ ĞĚƵĐĂƚŝŽŶ ;WD WͿ ĂŶĚ ŽŵŵƵŶŝƚLJ ŽŶǀĞƌƐĂƚŝŽŶƐ >ŝǀĞ ƌĞŐŝƐƚƌĂŶƚƐ ďLJ ĐŚĂƉƚĞƌ ƚŽ ĨƵƌƚŚĞƌ ƉƌŽŵŽƚĞ ĞĚƵĐĂƚŝŽŶĂů ŽƉƉŽƌƚƵŶŝƚŝĞƐ͘ dŚĞ ŚĂƉƚĞƌ <ŶŽǁůĞĚŐĞ ^ĞƌŝĞƐ ǁĂƐ ĐŽŶƚŝŶƵĞĚ͕ ƉƌŽǀŝĚŝŶŐ ĞĚƵĐĂƚŝŽŶĂů ƐĞƐƐŝŽŶƐ ĨƌŽŵ ĐŚĂƉƚĞƌ ůĞĂĚĞƌƐ ĂŶĚ ŚĞĂĚƋƵĂƌƚĞƌƐ ƐƚĂĨĨ ŽŶ ƌĞůĞǀĂŶƚ ƚŽƉŝĐƐ͘ tĞ ĂǀĞƌĂŐĞĚ ϭϵ ůŝǀĞ ĂƚƚĞŶĚĞĞƐ ƉĞƌ ƐĞƐƐŝŽŶ͘ D/ ĐŽŶƚŝŶƵĞƐ ƚŽ ďĞ ĂĐĐƌĞĚŝƚĞĚ ďLJ ƚŚĞ EĂƚŝŽŶĂů ŽŵŵŝƐƐŝŽŶ ĨŽƌ ĞƌƚŝĨLJŝŶŐ ŐĞŶĐŝĞƐ ;E Ϳ ĂŶĚ E^/ EĂƚŝŽŶĂů ĐĐƌĞĚŝƚĂƚŝŽŶ ŽĂƌĚ ; E Ϳ D/ ůĂƵŶĐŚĞĚ ƚŚĞ ŶĞǁ D ĞdžĂŵ ŝŶ ĞĐĞŵďĞƌ ŚĂƉƚĞƌƐ ƉƌŽŵŽƚĞĚ ĚĞƐŝŐŶĂƚŝŽŶƐ ĂŶĚ ŚŝŐŚĞƌ ůĞĂƌŶŝŶŐ ƚŽ ŵĞŵďĞƌƐ ƌĞƐƵůƚŝŶŐ ŝŶ ƚŚĞ ĨŽůůŽǁŝŶŐ ŶƵŵďĞƌ ŽĨ ŶĞǁ ĐƌĞĚĞŶƚŝĂů ŚŽůĚĞƌƐ͗ D^͗ ϱϬϬ /ZD^͗ ϵ W D͗ ϳϭ ŽĂƌĚ >ĞĂĚĞƌ ĞƌƚŝĨŝĐĂƚĞ͗ ϭ͕ϮϲϬ D ͗ ϭϬ D ͗ ϵϲϱ Z^͗ ϰϳ ĚƵĐĂƚĞĚ ƵƐŝŶĞƐƐ WĂƌƚŶĞƌ͗ ϭϮϭ >͗ ϵ >^D͗ ϰ

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/ ,Y ŚŽƐƚĞĚ ϭϭ ǁĂƚĞƌĐŽŽůĞƌ ĐŽŶǀĞƌƐĂƚŝŽŶƐ ǁŝƚŚ Ɛ͕ ĂǀĞƌĂŐŝŶŐ ϭϳ ĂƚƚĞŶĚĞĞƐ ƉĞƌ ƐĞƐƐŝŽŶ͘ dŚŝƐ ƉƌŽǀŝĚĞĚ ĂŶ ŽƉƉŽƌƚƵŶŝƚLJ ĨŽƌ ŝŶĨŽƌŵĂů ĐŽŶǀĞƌƐĂƚŝŽŶƐ ƚŽ ďƌĂŝŶƐƚŽƌŵ ĂŶĚ ƐŚĂƌĞ͘ / ,Y ŚŽƐƚĞĚ ŵŽŶƚŚůLJ ĐŚĂƉƚĞƌ ƉƌĞƐŝĚĞŶƚ ƐŚĂƌŝŶŐ ƐĞƐƐŝŽŶƐ͕ ĂǀĞƌĂŐŝŶŐ ϭϲ ĂƚƚĞŶĚĞĞƐ ƉĞƌ ƐĞƐƐŝŽŶ͘ dŚŝƐ ŐĞŶĞƌĂƚĞĚ ƐƚƌŽŶŐĞƌ ƌĞůĂƚŝŽŶƐŚŝƉƐ ǁŝƚŚ / ,Y ƐƚĂĨĨ͕ ĐŚĂƉƚĞƌ ůĞĂĚĞƌƐ ĂŶĚ ĂŵŽŶŐƐƚ ƚŚĞ ĐŚĂƉƚĞƌ ůĞĂĚĞƌ ŶĞƚǁŽƌŬ͘ dŚĞ ZĞƚƌĞĂƚ ǁĂƐ ŚĞůĚ ŝŶ dƵĐƐŽŶ͕ ǁŝƚŚ Ϯϴ Ɛ ƌĞƉƌĞƐĞŶƚŝŶŐ ϯϬ ŚĂƉƚĞƌƐ͘ ŚĂƉƚĞƌ >ĞĂĚĞƌ >ŽƵŶŐĞ Ăƚ ĂŶŶƵĂů ĐŽŶĨĞƌĞŶĐĞ ǁĂƐ ĂƚƚĞŶĚĞĚ ďLJ ϯϰ Ɛ ƌĞƉƌĞƐĞŶƚŝŶŐ ϯϲ ŚĂƉƚĞƌƐ͘ ŽƚŚ ƉƌŽǀŝĚĞĚ ĐŚĂƉƚĞƌ ůĞĂĚĞƌƐ ƚŝŵĞ ƚŽ ƐŚĂƌĞ ďĞƐƚ ƉƌĂĐƚŝĐĞƐ ĂŶĚ ŝĚĞĂƐ͘

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tĞ ƐĂǁ ŵŽƌĞ ŵĞŵďĞƌƐ ĞŶŐĂŐĞ ǁŝƚŚ ƵƐ ŽŶ ƐŽĐŝĂů ŵĞĚŝĂ ƚŚĂŶ ŝŶ ƉƌĞǀŝŽƵƐ LJĞĂƌƐ͘ / ƐŽĐŝĂů ŵĞĚŝĂ ƉŽƐƚƐ ĂĐƌŽƐƐ Ăůů ƉůĂƚĨŽƌŵƐ ĂĐŚŝĞǀĞĚ Ă ĐŽŵďŝŶĞĚ ƚŽƚĂů ŽĨ ϭ͕ϳϲϭ͕ϱϱϵ ŝŵƉƌĞƐƐŝŽŶƐ͘ WŽƐƚ ĞŶŐĂŐĞŵĞŶƚƐ ŝŶĐƌĞĂƐĞĚ ĂĐƌŽƐƐ Ăůů ƉůĂƚĨŽƌŵƐ ďLJ ŵŽƌĞ ƚŚĂŶ ϲй͘ KƵƌ ĂƵĚŝĞŶĐĞƐ ŐƌĞǁ ŽŶ Ăůů ƉůĂƚĨŽƌŵƐ ďLJ ŵŽƌĞ ƚŚĂŶ ϭϬй͘ ϲϬ ĐŚĂƉƚĞƌƐ ĂƌĞ ŽŶ ƐŽĐŝĂů ŵĞĚŝĂ ƉůĂƚĨŽƌŵƐ ŝŶĐůƵĚŝŶŐ &ĂĐĞŬ͕ y͕ /ŶƐƚĂŐƌĂŵ͕ >ŝŶŬĞĚ/Ŷ͕ zŽƵdƵďĞ ĂŶĚ dŝŬdŽŬ͘

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ

22 • CONTACT | WINTER 2024

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/ ůĂƵŶĐŚĞĚ ŽƵƌ ŶĞǁ ǁĞďƐŝƚĞ ŝŶ ^ĞƉƚĞŵďĞƌ͘ / ŚĂĚ ŽǀĞƌ ϲ͕ϱϬϬ ŵĞĚŝĂ ŵĞŶƚŝŽŶƐ ĂĐƌŽƐƐ ƉƌŽŵŝŶĞŶƚ ƉƵďůŝĐĂƚŝŽŶƐ ƐƵĐŚ ĂƐ zĂŚŽŽ EĞǁƐ͕ dŚĞ tĂůů ^ƚƌĞĞƚ :ŽƵƌŶĂů͕ &ŽƌďĞƐ͕ W EĞǁƐ͕ ĂŶĚ džŝŽƐ͘ džĐŚĂŶŐĞ ĚŝƐĐƵƐƐŝŽŶƐ ŐƌĞǁ ďLJ ϭϮй ƚŚŝƐ LJĞĂƌ͕ ǁŝƚŚ Ă ϭϬй ŝŶĐƌĞĂƐĞ ŝŶ ŶĞǁ ƚŽƉŝĐƐ͕ ƐƵƉƉŽƌƚĞĚ ďLJ ƵƉŐƌĂĚĞƐ ƚŽ ŽƵƌ džĐŚĂŶŐĞ ƉůĂƚĨŽƌŵ͕ ǁŚŝĐŚ ŶŽǁ ŝŶĐůƵĚĞƐ ĞŶŚĂŶĐĞĚ ƉƌŽĨŝůĞ ŽƉƚŝŽŶƐ ĂŶĚ ĐŽŵŵƵŶŝĐĂƚŝŽŶ ƚŽŽůƐ͖ ƚŚĞ ŵŽƐƚ ĞŶŐĂŐŝŶŐ ƚŽƉŝĐƐ ǁĞƌĞ ƌĞŶƚĂů ƌĞƐƚƌŝĐƚŝŽŶƐ͕ ďŽĂƌĚ ƚƌĂŶƐŝƚŝŽŶƐ͕ ŵĂŶĂŐĞŵĞŶƚ ĂƐƐĞƐƐŵĞŶƚƐ͕ ĐŽŵŵŝƚƚĞĞƐ͕ ĂŶĚ ŵĞĞƚŝŶŐ ŵŝŶƵƚĞƐ͘

&ŝŶĂŶĐŝĂů ^ƵƐƚĂŝŶĂďŝůŝƚLJ • • •

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ŚĂƉƚĞƌƐ ĐŽŶƚŝŶƵĞĚ ĐƌĞĂƚŝŶŐ ŝŶŶŽǀĂƚŝǀĞ ŶĞǁ ƐƉŽŶƐŽƌƐŚŝƉ ŽƉƉŽƌƚƵŶŝƚŝĞƐ ŐĞŶĞƌĂƚŝŶŐ ŶĞǁ ƌĞǀĞŶƵĞ ƐƚƌĞĂŵƐ ĨŽƌ ǀŝƌƚƵĂů ĂŶĚ ŝŶͲƉĞƌƐŽŶ ƉƌŽŐƌĂŵŵŝŶŐ͘ / ,Y ĐŽŶƚŝŶƵĞƐ ƐŚĂƌŝŶŐ ϴй ŽĨ ƌĞŐŝƐƚƌĂƚŝŽŶ ƉĂLJŵĞŶƚƐ ĨŽƌ ŵĂŶĂŐĞƌ ĞĚƵĐĂƚŝŽŶ ;WD WͿ ĐŽƵƌƐĞƐ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘ / ,Y ŝŶĐƌĞĂƐĞĚ ƚŚĞ ƉĞƌĐĞŶƚĂŐĞ ŽĨ ŵĞŵďĞƌƐŚŝƉ ĚƵĞƐ ƌĞďĂƚĞƐ ŝŶ :ĂŶƵĂƌLJ ϮϬϮϰ͕ ŵĂŶĂŐĞƌ ŵĞŵďĞƌƐŚŝƉ ƌĞďĂƚĞƐ ŝŶĐƌĞĂƐĞĚ ƚŽ ϯϱй ;ƵƉ ĨƌŽŵ ϯϬйͿ͕ ĂŶĚ ŵĂŶĂŐĞŵĞŶƚ ĐŽŵƉĂŶLJ ŵĞŵďĞƌƐŚŝƉƐ ŝŶĐƌĞĂƐĞĚ ƚŽ ϰϬй ;ƵƉ ĨƌŽŵ ϯϱйͿ͘ /Ŷ ϮϬϮϱ͕ Ăůů ŵĞŵďĞƌƐŚŝƉ ƌĞďĂƚĞƐ ǁŝůů ďĞ ϰϬй ƐƚƌĞĂŵůŝŶŝŶŐ ŽƵƌ ƌĞǀĞŶƵĞ ƐŚĂƌŝŶŐ͘ /ŶͲWĞƌƐŽŶ ŵĂŶĂŐĞƌ ĞĚƵĐĂƚŝŽŶ ;WD WͿ ĐŽƵƌƐĞƐ ůĂƵŶĐŚĞĚ Ă ŶĞǁ ƉƌŽĐĞƐƐ ĂŶĚ ϱϬͬϱϬ ƌĞǀĞŶƵĞ ƐŚĂƌĞ ĨŽƌ ϮϬϮϱ ƌĞƐƵůƚŝŶŐ ŝŶ Ă ƉƌŽĨŝƚĂďůĞ ƉĂƌƚŶĞƌƐŚŝƉ ĨŽƌ ďŽƚŚ ĐŚĂƉƚĞƌƐ ĂŶĚ /,Y͘ ŚĂƉƚĞƌ >ĞĂĚĞƌƐŚŝƉ dƌĂŝŶŝŶŐ 'ƌĂŶƚ ĂŶĚ ƚŚĞ ŚĂƉƚĞƌ dĞĐŚŶŽůŽŐLJ 'ƌĂŶƚ KƉƉŽƌƚƵŶŝƚŝĞƐ͗ o dŚĞ ŚĂƉƚĞƌ >ĞĂĚĞƌƐŚŝƉ dƌĂŝŶŝŶŐ 'ƌĂŶƚ͕ ǁŚŝĐŚ ƉƌŽǀŝĚĞƐ ŶĞǁ ŚĂƉƚĞƌ džĞĐƵƚŝǀĞ ŝƌĞĐƚŽƌƐ ĂŶ ŽƉƉŽƌƚƵŶŝƚLJ ƚŽ ƚƌĂŝŶ ǁŝƚŚ ĂŶĚ ǀŝƐŝƚ ĂŶŽƚŚĞƌ ĐŚĂƉƚĞƌ Žƌ ŽĨĨĞƌ ĐŚĂƉƚĞƌ ůĞĂĚĞƌƐŚŝƉ ƚƌĂŝŶŝŶŐ ;ďŽĂƌĚ ĂŶĚ Ϳ ĨƌŽŵ Ă ƚŚŝƌĚ ƉĂƌƚLJ ŽƵƚƐŝĚĞ ,Y ƐƚĂĨĨ͕ ĂǁĂƌĚĞĚ ƚŚƌĞĞ ŐƌĂŶƚƐ ƚŽƚĂůŝŶŐ Ψϯ͕ϳϱϬ͘ o dŚĞ ŚĂƉƚĞƌ dĞĐŚŶŽůŽŐLJ 'ƌĂŶƚ͕ ĚĞƐŝŐŶĞĚ ƚŽ ĞŶŚĂŶĐĞ ƚŚĞ ŵĞŵďĞƌ ĞdžƉĞƌŝĞŶĐĞ Žƌ ƐƚƌĞĂŵůŝŶĞ ŝŶƚĞƌŶĂů ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƉƌŽĐĞƐƐĞƐ ƚŚƌŽƵŐŚ ƚĞĐŚŶŽůŽŐLJ͕ ĂǁĂƌĚĞĚ ŽŶĞ ŐƌĂŶƚ ŽĨ Ψϭ͕ϱϬϬ͘

KƉĞƌĂƚŝŽŶƐ DĂŶĂŐĞŵĞŶƚ •

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/ ĐŚĂƉƚĞƌƐ ŝŶĐůƵĚĞ ŵŽƌĞ ƚŚĂŶ ϱϬϬ ǀŽůƵŶƚĞĞƌƐ ĂƐ ĐŚĂƉƚĞƌ ďŽĂƌĚ ŵĞŵďĞƌƐ͘ ϯϵй ĂƌĞ DĂŶĂŐĞƌƐ ϰϭй ĂƌĞ ƵƐŝŶĞƐƐ WĂƌƚŶĞƌƐ ϮϬй ĂƌĞ ,ŽŵĞŽǁŶĞƌ >ĞĂĚĞƌƐ ŚĂƉƚĞƌƐ ƉƌŽǀŝĚĞ ǀŽůƵŶƚĞĞƌ ŽƉƉŽƌƚƵŶŝƚŝĞƐ ƚŽ ĂƉƉƌŽdžŝŵĂƚĞůLJ ϯ͕ϬϬϬͲĐŚĂƉƚĞƌ ŵĞŵďĞƌƐ ƐĞƌǀŝŶŐ ŽŶ ŵŽƌĞ ƚŚĂŶ ϯϱϬ ĐŽŵŵŝƚƚĞĞƐ ŶĂƚŝŽŶĂůůLJ ĂŶĚ ĂƌŽƵŶĚ ƚŚĞ ŐůŽďĞ͘ / ,Y ĨĂĐŝůŝƚĂƚĞĚ ϭϳͲĐŚĂƉƚĞƌ ƐƚƌĂƚĞŐŝĐ ƉůĂŶŶŝŶŐ ƐĞƐƐŝŽŶƐ͕ ĂƐ ǁĞůů ĂƐ ϲϭ ĂĚĚŝƚŝŽŶĂů ĐŚĂƉƚĞƌ ǀŝƐŝƚƐ͕ ŝŶĐůƵĚŝŶŐ ƐƉĞĂŬŝŶŐ͕ ƉĂƌƚŝĐŝƉĂƚŝŶŐ ŝŶ ǀŝƌƚƵĂů ƚƌĂĚĞ ƐŚŽǁƐ͕ ůĞĂĚĞƌƐŚŝƉ ƚƌĂŝŶŝŶŐ͕ ĞƚĐ͘ &Žƌ ƚŚĞ ĨŽƵƌƚŚ LJĞĂƌ͕ ^ ŵĞŵďĞƌƐŚŝƉƐ ǁĞƌĞ ƉƌŽǀŝĚĞĚ ďLJ / ,Y ƚŽ Ăůů ĐŚĂƉƚĞƌ ĞdžĞĐƵƚŝǀĞ ĚŝƌĞĐƚŽƌƐ ƚŽ ĂůůŽǁ ĂĐĐĞƐƐ ƚŽ ƉƌŽĨĞƐƐŝŽŶĂů ƌĞƐŽƵƌĐĞƐ ĂŶĚ ĞĚƵĐĂƚŝŽŶ͘

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ CONTACT | WINTER 2024 • 23

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/ ,Y ŝŶǀĞƐƚĞĚ ŝŶ ŽŽŵ ĨŽƌ Ă ƚŚŝƌĚ LJĞĂƌ ƚŽ ƉƌŽǀŝĚĞ ǀŝĚĞŽ ĐĂůů ĂŶĚ ŵĞĞƚŝŶŐ ĂĐĐĞƐƐ ƚŽ Ăůů ĐŚĂƉƚĞƌƐ͕ ƌĞƐƵůƚŝŶŐ ŝŶ ŽǀĞƌ ϱ͕ϬϬϬ͕ϬϬϬ ŵŝŶƵƚĞƐ ŽĨ ĐŚĂƉƚĞƌ ĐŽŶƚĞŶƚ ĂŶĚ ŵĞĞƚŝŶŐƐ͘ dŚĞ ŚĂƉƚĞƌ >ĞĂĚĞƌ ŽŵŵŝƚƚĞĞ͕ ĐŽŵƉƌŝƐĞĚ ŽĨ ĨŝǀĞ ďŽĂƌĚ ĂƉƉŽŝŶƚĞĚ ĐŚĂƉƚĞƌ ĞdžĞĐƵƚŝǀĞ ĚŝƌĞĐƚŽƌƐ͕ ǁĂƐ ĨŽƌŵĞĚ ĂŶĚ ŵĞƚ Ɛŝdž ƚŝŵĞƐ ƚŚŝƐ LJĞĂƌ͘ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ ƐƚĂĨĨ ůĂƵŶĐŚĞĚ ƚŚĞ ĨŝƌƐƚ ƉŚĂƐĞ ŽĨ Ă ŶĞǁ ŽŶďŽĂƌĚŝŶŐ ƉƌŽĐĞƐƐ ƚŽ ƐĞƚ ŶĞǁ Ɛ ƵƉ ĨŽƌ ƐƵĐĐĞƐƐ͘ DŽƌĞ ĞŶŚĂŶĐĞŵĞŶƚƐ ĂƌĞ ĐŽŵŝŶŐ ŝŶ ϮϬϮϱ͊

,ĞĂĚƋƵĂƌƚĞƌƐ ^ƚĂĨĨŝŶŐ

dŚĞ ŚĂƉƚĞƌ ĂŶĚ DĞŵďĞƌƐŚŝƉ ƚĞĂŵƐ ƵŶĚĞƌǁĞŶƚ ĐŚĂŶŐĞƐ ŝŶ ƐƚĂĨĨŝŶŐ ƚŚŝƐ ƉĂƐƚ LJĞĂƌ ĂŶĚ ǁĞ ĂƌĞ ĞdžĐŝƚĞĚ ƚŽ ƐĞĞ ƚŚĞ ƚĞĂŵƐ ĞǀŽůǀĞ ĂŶĚ ƐĞƌǀĞ ŽƵƌ ŐƌŽǁŝŶŐ ŽƌŐĂŶŝnjĂƚŝŽŶ͊ ĞůŽǁ ŝƐ ŝŶĨŽƌŵĂƚŝŽŶ ŽŶ ƚŚĞ ƌŽůĞƐ ĂŶĚ ƌĞƐƉŽŶƐŝďŝůŝƚŝĞƐ ŽĨ ŽƵƌ ƚĞĂŵ ŵĞŵďĞƌƐ ŝŵƉĂĐƚĞĚ ďLJ ƚŚĞƐĞ ĐŚĂŶŐĞƐ ĨŽƌ ĐůĂƌŝĨŝĐĂƚŝŽŶ ƉƵƌƉŽƐĞƐ͘ ƌLJƐƚĂů tĂůůĂĐĞ͕ ^ĞŶŝŽƌ sŝĐĞ WƌĞƐŝĚĞŶƚ͕ DĞŵďĞƌƐŚŝƉ Θ ŚĂƉƚĞƌ͕ ĐŽŶƚŝŶƵĞƐ ƚŽ ŽǀĞƌƐĞĞ ƚŚĞ ŵĞŵďĞƌƐŚŝƉ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞůĂƚŝŽŶƐ ƚĞĂŵ͕ ĂƐ ǁĞůů ĂƐ ƚŚĞ ŵĞŵďĞƌ ƐĞƌǀŝĐĞ ĐĞŶƚĞƌ ƐƚĂĨĨ͘ tŚŝůĞ ƐŚĞ ƐĞƌǀĞĚ ĂƐ ƚŚĞ ůŝĂŝƐŽŶ ƚŽ ƚŚĞ ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶ DĂŶĂŐĞƌƐ ŽƵŶĐŝů ĂŶĚ ƚŚĞ ƐƚĂĨĨ ůĞĂĚ ĨŽƌ ƚŚĞ ,ŝŐŚͲZŝƐĞ DĂŶĂŐĞƌƐ tŽƌŬƐŚŽƉ ŝŶ ϮϬϮϰ͕ ŚĞƌ focus in 2025 has shifted to supporting CAI’s Business Partners Council and advancing CAI’s ŝŶĐůƵƐŝŽŶ ŝŶŝƚŝĂƚŝǀĞƐ͘ <ƌŝƐƚŝ sĂŶ ƵƌĞŶ͕ ^ĞŶŝŽƌ ŝƌĞĐƚŽƌ͕ DĞŵďĞƌƐŚŝƉ ĞǀĞůŽƉŵĞŶƚ ĂŶĚ KƉĞƌĂƚŝŽŶƐ͘ <ƌŝƐƚŝ ŵĂŶĂŐĞƐ ƚŚĞ ŵĞŵďĞƌƐŚŝƉ ƚĞĂŵ͕ ŽǀĞƌƐĞĞŝŶŐ Ăůů ŵĞŵďĞƌ ƌĞĐƌƵŝƚŵĞŶƚ ĂŶĚ ƌĞƚĞŶƚŝŽŶ ƐƚƌĂƚĞŐŝĞƐ͕ ŶĞǁ ĂŶĚ ƌĞŶĞǁĂů ŵĞŵďĞƌ ƉƌŽĐĞƐƐĞƐ ĂŶĚ ĐŽŵƉŝůĞƐ ŵĞŵďĞƌƐŚŝƉ ĚĂƚĂ͕ ƐƚĂƚŝƐƚŝĐƐ͕ ĂŶĚ ƚƌĞŶĚƐ͘ <ƌŝƐƚŝ ƐƵƉĞƌǀŝƐĞƐ ƚŚĞ ĨŽůůŽǁŝŶŐ ƚĞĂŵ ŵĞŵďĞƌƐ͘ ĞĂŶŶĂ ĞDŽůĂ͕ ŽŽƌĚŝŶĂƚŽƌ͕ DĞŵďĞƌƐŚŝƉ ŶŐĂŐĞŵĞŶƚ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ĨŽĐƵƐĞƐ ŽŶ ŵĞŵďĞƌƐŚŝƉ ĐŽŵŵƵŶŝĐĂƚŝŽŶƐ͕ ŵĂƌŬĞƚŝŶŐ ĂŶĚ ĞŶŐĂŐĞŵĞŶƚ͘

>ĂƵƌĂ DĂƐŽŶ͕ DĂŶĂŐĞƌ͕ DĞŵďĞƌƐŚŝƉ͕ ĨŽĐƵƐĞƐ ŽŶ ŵĞŵďĞƌ ŽƵƚƌĞĂĐŚ ĂŶĚ ƌĞĐƌƵŝƚŵĞŶƚ ĞĨĨŽƌƚƐ͘

^ĐŽƚƚ EŽƌƌŝƐ͕ DĂŶĂŐĞƌ͕ DĞŵďĞƌƐŚŝƉ KƉĞƌĂƚŝŽŶƐ͕ ĨŽĐƵƐĞƐ ŽŶ ŵĞŵďĞƌƐŚŝƉ ƉƌŽĐĞƐƐĞƐ ŝŶĐůƵĚŝŶŐ ŵŽŶƚŚůLJ ŝŶǀŽŝĐŝŶŐ ĂŶĚ ĚĂƚĂ ŝŶƚĞŐƌŝƚLJ͘

<ĞůůLJ ^ĐŚŝůĚ͕ ŝƌĞĐƚŽƌ͕ ŚĂƉƚĞƌ ĞǀĞůŽƉŵĞŶƚ ĂŶĚ KƉĞƌĂƚŝŽŶƐ͘ <ĞůůLJ ŵĂŶĂŐĞƐ ƚŚĞ ĐŚĂƉƚĞƌ ƚĞĂŵ ŝŶĐůƵĚŝŶŐ ƚƌĂŝŶŝŶŐ Ɛ ĂŶĚ ŽƚŚĞƌ ĐŚĂƉƚĞƌ ƐƚĂĨĨ͕ ĐŽŽƌĚŝŶĂƚŝŶŐ ĐŚĂƉƚĞƌ ǀŝƐŝƚƐ ĂŶĚ ǀŝƌƚƵĂů ƚƌĂŝŶŝŶŐ ĐŽŶƚĞŶƚ͕ ŵŽŶƚŚůLJ ĐŚĂƉƚĞƌ ŽŽŵ ƐĞƐƐŝŽŶƐ͕ ŽŵŵƵŶŝƚLJ ŽŶǀĞƌƐĂƚŝŽŶƐ >ŝǀĞ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƐƵƌǀĞLJƐ ĂŶĚ ƐƚĂƚŝƐƚŝĐƐ͘ <ĞůůLJ ƐƵƉĞƌǀŝƐĞƐ ƚŚĞ

ĨŽůůŽǁŝŶŐ ƚĞĂŵ ŵĞŵďĞƌƐ͘

ŵŝůLJ :ĞŶŶŝŶŐƐ͕ ^ĞŶŝŽƌ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚĞĂƐƚͿ͘ /Ŷ ĂĚĚŝƚŝŽŶ ƚŽ ƉƌŽǀŝĚŝŶŐ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ŝŶ ƚŚĞ ^ŽƵƚŚĞĂƐƚĞƌŶ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŵŝůLJ ŝƐ ƚŚĞ ůĞĂĚ ĨŽƌ ŽŶďŽĂƌĚŝŶŐ ĂŶĚ ĐŚĂƉƚĞƌ

ƐƚĂĨĨ ƚƌĂŶƐŝƚŝŽŶƐ͕ ƐƵƉƉŽƌƚ ƚŽ ƐƚƌƵŐŐůŝŶŐ ĐŚĂƉƚĞƌƐ͕ ŽƵƌ ĐŚĂƉƚĞƌ ƌĞƐŽƵƌĐĞ ƉƌŽŐƌĂŵ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞƉŽƌƚƐ ĂŶĚ

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ĂǁĂƌĚƐ͘ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ

;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ ůŝĐŝĂ dĂƉůŝŶ͕ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚǁĞƐƚͿ͘ dŚŝƐ ŝƐ Ă ŶĞǁ ƌĞŐŝŽŶĂů ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ƉŽƐŝƚŝŽŶ ƐĞƌǀŝŶŐ ƚŚĞ ^ŽƵƚŚǁĞƐƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŝŶĐůƵĚŝŶŐ EĞǀĂĚĂ͕ hƚĂŚ͕ ƌŝnjŽŶĂ͕ ĂŶĚ dĞdžĂƐ͘ 24 • CONTACT | WINTER 2024

>ĂǁƌĞŶĐĞ ,ĂŶŬŝŶ͕ ŽŽƌĚŝŶĂƚŽƌ͕ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ũŽŝŶĞĚ ƚŚĞ ƚĞĂŵ ƚŽ ƉƌŽǀŝĚĞ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƐƵƉƉŽƌƚ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘

ŵŝůLJ :ĞŶŶŝŶŐƐ͕ ^ĞŶŝŽƌ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚĞĂƐƚͿ͘ /Ŷ ĂĚĚŝƚŝŽŶ ƚŽ ƉƌŽǀŝĚŝŶŐ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ŝŶ ƚŚĞ ^ŽƵƚŚĞĂƐƚĞƌŶ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŵŝůLJ ŝƐ ƚŚĞ ůĞĂĚ ĨŽƌ ŽŶďŽĂƌĚŝŶŐ ĂŶĚ ĐŚĂƉƚĞƌ ŵŝůLJ :ĞŶŶŝŶŐƐ͕ ^ĞŶŝŽƌ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚĞĂƐƚͿ͘ /Ŷ ĂĚĚŝƚŝŽŶ ƚŽ ƉƌŽǀŝĚŝŶŐ ƐƚĂĨĨ ƚƌĂŶƐŝƚŝŽŶƐ͕ ƐƵƉƉŽƌƚ ƚŽ ƐƚƌƵŐŐůŝŶŐ ĐŚĂƉƚĞƌƐ͕ ŽƵƌ ĐŚĂƉƚĞƌ ƌĞƐŽƵƌĐĞ ƉƌŽŐƌĂŵ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞƉŽƌƚƐ ĂŶĚ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ŝŶ ƚŚĞ ^ŽƵƚŚĞĂƐƚĞƌŶ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŵŝůLJ ŝƐ ƚŚĞ ůĞĂĚ ĨŽƌ ŽŶďŽĂƌĚŝŶŐ ĂŶĚ ĐŚĂƉƚĞƌ ŵŝůLJ :ĞŶŶŝŶŐƐ͕ ^ĞŶŝŽƌ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚĞĂƐƚͿ͘ /Ŷ ĂĚĚŝƚŝŽŶ ƚŽ ƉƌŽǀŝĚŝŶŐ ĂǁĂƌĚƐ͘ ƐƚĂĨĨ ƚƌĂŶƐŝƚŝŽŶƐ͕ ƐƵƉƉŽƌƚ ƚŽ ƐƚƌƵŐŐůŝŶŐ ĐŚĂƉƚĞƌƐ͕ ŽƵƌ ĐŚĂƉƚĞƌ ƌĞƐŽƵƌĐĞ ƉƌŽŐƌĂŵ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞƉŽƌƚƐ ĂŶĚ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ŝŶ ƚŚĞ ^ŽƵƚŚĞĂƐƚĞƌŶ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŵŝůLJ ŝƐ ƚŚĞ ůĞĂĚ ĨŽƌ ŽŶďŽĂƌĚŝŶŐ ĂŶĚ ĐŚĂƉƚĞƌ

ĂǁĂƌĚƐ͘ ƐƚĂĨĨ ƚƌĂŶƐŝƚŝŽŶƐ͕ ƐƵƉƉŽƌƚ ƚŽ ƐƚƌƵŐŐůŝŶŐ ĐŚĂƉƚĞƌƐ͕ ŽƵƌ ĐŚĂƉƚĞƌ ƌĞƐŽƵƌĐĞ ƉƌŽŐƌĂŵ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞƉŽƌƚƐ ĂŶĚ ůŝĐŝĂ dĂƉůŝŶ͕ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚǁĞƐƚͿ͘ dŚŝƐ ŝƐ Ă ŶĞǁ ƌĞŐŝŽŶĂů ĐŚĂƉƚĞƌ

ĂǁĂƌĚƐ͘

ƐƵƉƉŽƌƚ ƉŽƐŝƚŝŽŶ ƐĞƌǀŝŶŐ ƚŚĞ ^ŽƵƚŚǁĞƐƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŝŶĐůƵĚŝŶŐ EĞǀĂĚĂ͕ hƚĂŚ͕ ƌŝnjŽŶĂ͕ ĂŶĚ dĞdžĂƐ͘ ůŝĐŝĂ dĂƉůŝŶ͕ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚǁĞƐƚͿ͘ dŚŝƐ ŝƐ Ă ŶĞǁ ƌĞŐŝŽŶĂů ĐŚĂƉƚĞƌ

ƐƵƉƉŽƌƚ ƉŽƐŝƚŝŽŶ ƐĞƌǀŝŶŐ ƚŚĞ ^ŽƵƚŚǁĞƐƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŝŶĐůƵĚŝŶŐ EĞǀĂĚĂ͕ hƚĂŚ͕ ƌŝnjŽŶĂ͕ ĂŶĚ dĞdžĂƐ͘ ŵŝůLJ :ĞŶŶŝŶŐƐ͕ ^ĞŶŝŽƌ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚĞĂƐƚͿ͘ /Ŷ ĂĚĚŝƚŝŽŶ ƚŽ ƉƌŽǀŝĚŝŶŐ ůŝĐŝĂ dĂƉůŝŶ͕ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚǁĞƐƚͿ͘ dŚŝƐ ŝƐ Ă ŶĞǁ ƌĞŐŝŽŶĂů ĐŚĂƉƚĞƌ >ĂǁƌĞŶĐĞ ,ĂŶŬŝŶ͕ ŽŽƌĚŝŶĂƚŽƌ͕ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ũŽŝŶĞĚ ƚŚĞ ƚĞĂŵ ƚŽ ƉƌŽǀŝĚĞ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ŝŶ ƚŚĞ ^ŽƵƚŚĞĂƐƚĞƌŶ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŵŝůLJ ŝƐ ƚŚĞ ůĞĂĚ ĨŽƌ ŽŶďŽĂƌĚŝŶŐ ĂŶĚ ĐŚĂƉƚĞƌ ƐƵƉƉŽƌƚ ƉŽƐŝƚŝŽŶ ƐĞƌǀŝŶŐ ƚŚĞ ^ŽƵƚŚǁĞƐƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŝŶĐůƵĚŝŶŐ EĞǀĂĚĂ͕ hƚĂŚ͕ ƌŝnjŽŶĂ͕ ĂŶĚ dĞdžĂƐ͘ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƐƵƉƉŽƌƚ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘ >ĂǁƌĞŶĐĞ ,ĂŶŬŝŶ͕ ŽŽƌĚŝŶĂƚŽƌ͕ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ũŽŝŶĞĚ ƚŚĞ ƚĞĂŵ ƚŽ ƉƌŽǀŝĚĞ ƐƚĂĨĨ ƚƌĂŶƐŝƚŝŽŶƐ͕ ƐƵƉƉŽƌƚ ƚŽ ƐƚƌƵŐŐůŝŶŐ ĐŚĂƉƚĞƌƐ͕ ŽƵƌ ĐŚĂƉƚĞƌ ƌĞƐŽƵƌĐĞ ƉƌŽŐƌĂŵ͕ ĂŶĚ ĐŚĂƉƚĞƌ ƌĞƉŽƌƚƐ ĂŶĚ

ĂǁĂƌĚƐ͘ >ĂǁƌĞŶĐĞ ,ĂŶŬŝŶ͕ ŽŽƌĚŝŶĂƚŽƌ͕ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ũŽŝŶĞĚ ƚŚĞ ƚĞĂŵ ƚŽ ƉƌŽǀŝĚĞ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƐƵƉƉŽƌƚ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘

ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƐƵƉƉŽƌƚ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘ ůŝĐŝĂ dĂƉůŝŶ͕ DĂŶĂŐĞƌ͕ ŚĂƉƚĞƌ ^ƵƉƉŽƌƚ ĂŶĚ ĞǀĞůŽƉŵĞŶƚ ;^ŽƵƚŚǁĞƐƚͿ͘ dŚŝƐ ŝƐ Ă ŶĞǁ ƌĞŐŝŽŶĂů ĐŚĂƉƚĞƌ / ĐŚĂƉƚĞƌƐ ĂƌĞ ƚŚĞ ŚĞĂƌƚ ŽĨ ǁŚĂƚ ŵĂŬĞƐ / ĞdžĐĞƉƚŝŽŶĂů͊ dŚƌŽƵŐŚ ĂĚĂƉƚĂďŝůŝƚLJ͕ ƐƵƉƉŽƌƚ ƉŽƐŝƚŝŽŶ ƐĞƌǀŝŶŐ ƚŚĞ ^ŽƵƚŚǁĞƐƚ ƉŽƌƚŝŽŶ ŽĨ ƚŚĞ h^͕ ŝŶĐůƵĚŝŶŐ EĞǀĂĚĂ͕ hƚĂŚ͕ ƌŝnjŽŶĂ͕ ĂŶĚ dĞdžĂƐ͘ / ĐŚĂƉƚĞƌƐ ĂƌĞ ƚŚĞ ŚĞĂƌƚ ŽĨ ǁŚĂƚ ŵĂŬĞƐ / ĞdžĐĞƉƚŝŽŶĂů͊ dŚƌŽƵŐŚ ĂĚĂƉƚĂďŝůŝƚLJ͕ collaboration, innovation, and the execution of fresh ideas, look at all we’ve

>ĂǁƌĞŶĐĞ ,ĂŶŬŝŶ͕ ŽŽƌĚŝŶĂƚŽƌ͕ ŚĂƉƚĞƌ ZĞůĂƚŝŽŶƐ͕ ;ŶĞǁ ƚŽ ƚŚĞ ƚĞĂŵ ŝŶ ϮϬϮϰͿ ũŽŝŶĞĚ ƚŚĞ ƚĞĂŵ ƚŽ ƉƌŽǀŝĚĞ / ĐŚĂƉƚĞƌƐ ĂƌĞ ƚŚĞ ŚĞĂƌƚ ŽĨ ǁŚĂƚ ŵĂŬĞƐ / ĞdžĐĞƉƚŝŽŶĂů͊ dŚƌŽƵŐŚ ĂĚĂƉƚĂďŝůŝƚLJ͕ collaboration, innovation, and the execution of fresh ideas, look at all we’ve ĂĐŚŝĞǀĞĚ ƚŽŐĞƚŚĞƌ͊ Ɛ ǁĞ ƐƚĞƉ ŝŶƚŽ ϮϬϮϱ͕ ǁĞ ůŽŽŬ ĨŽƌǁĂƌĚ ƚŽ ďƵŝůĚŝŶŐ ŽŶ ƚŚŝƐ ĂĚŵŝŶŝƐƚƌĂƚŝǀĞ ƐƵƉƉŽƌƚ ƚŽ ƚŚĞ ĐŚĂƉƚĞƌƐ͘

collaboration, innovation, and the execution of fresh ideas, look at all we’ve ĂĐŚŝĞǀĞĚ ƚŽŐĞƚŚĞƌ͊ Ɛ ǁĞ ƐƚĞƉ ŝŶƚŽ ϮϬϮϱ͕ ǁĞ ůŽŽŬ ĨŽƌǁĂƌĚ ƚŽ ďƵŝůĚŝŶŐ ŽŶ ƚŚŝƐ ŵŽŵĞŶƚƵŵ͕ ĞŵďƌĂĐŝŶŐ ŶĞǁ ŽƉƉŽƌƚƵŶŝƚŝĞƐ͕ ĂŶĚ ĐŽŶƚŝŶƵŝŶŐ ƚŽ ĞǀŽůǀĞ ŝŶ ǁĂLJƐ ƚŚĂƚ ĂĐŚŝĞǀĞĚ ƚŽŐĞƚŚĞƌ͊ Ɛ ǁĞ ƐƚĞƉ ŝŶƚŽ ϮϬϮϱ͕ ǁĞ ůŽŽŬ ĨŽƌǁĂƌĚ ƚŽ ďƵŝůĚŝŶŐ ŽŶ ƚŚŝƐ ďĞŶĞĨŝƚ ŽƵƌ ŵĞŵďĞƌƐ ĂŶĚ ĐŽŵŵƵŶŝƚŝĞƐ͘ ŵŽŵĞŶƚƵŵ͕ ĞŵďƌĂĐŝŶŐ ŶĞǁ ŽƉƉŽƌƚƵŶŝƚŝĞƐ͕ ĂŶĚ ĐŽŶƚŝŶƵŝŶŐ ƚŽ ĞǀŽůǀĞ ŝŶ ǁĂLJƐ ƚŚĂƚ ŵŽŵĞŶƚƵŵ͕ ĞŵďƌĂĐŝŶŐ ŶĞǁ ŽƉƉŽƌƚƵŶŝƚŝĞƐ͕ ĂŶĚ ĐŽŶƚŝŶƵŝŶŐ ƚŽ ĞǀŽůǀĞ ŝŶ ǁĂLJƐ ƚŚĂƚ ďĞŶĞĨŝƚ ŽƵƌ ŵĞŵďĞƌƐ ĂŶĚ ĐŽŵŵƵŶŝƚŝĞƐ͘ / ĐŚĂƉƚĞƌƐ ĂƌĞ ƚŚĞ ŚĞĂƌƚ ŽĨ ǁŚĂƚ ŵĂŬĞƐ / ĞdžĐĞƉƚŝŽŶĂů͊ dŚƌŽƵŐŚ ĂĚĂƉƚĂďŝůŝƚLJ͕

ďĞŶĞĨŝƚ ŽƵƌ ŵĞŵďĞƌƐ ĂŶĚ ĐŽŵŵƵŶŝƚŝĞƐ͘ collaboration, innovation, and the execution of fresh ideas, look at all we’ve

ŽŶŐƌĂƚƵůĂƚŝŽŶƐ ŽŶ ĂŶ ŝŶĐƌĞĚŝďůĞ LJĞĂƌ ĂŶĚ ƚŚĂŶŬ LJŽƵ ĨŽƌ LJŽƵƌ

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ƵŶǁĂǀĞƌŝŶŐ ĚĞĚŝĐĂƚŝŽŶ ƚŽ / ĂŶĚ ŽƵƌ ŵŝƐƐŝŽŶ͊

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ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ

ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ

ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ

ŽŵŵƵŶŝƚLJ ƐƐŽĐŝĂƚŝŽŶƐ /ŶƐƚŝƚƵƚĞ ϲϰϬϮ ƌůŝŶŐƚŽŶ ůǀĚ͕͘ ^ƵŝƚĞ ϱϬϬ͕ &ĂůůƐ ŚƵƌĐŚ͕ s ϮϮϬϰϮ ;ϴϴϴͿ ϮϮϰͲϰϯϮϭ ͮ ĐĂŝͲŝŶĨŽΛĐĂŝŽŶůŝŶĞ͘ŽƌŐ ͮ ǁǁǁ͘ĐĂŝŽŶůŝŶĞ͘ŽƌŐ

CONTACT | WINTER 2024 • 25

2025 January Luncheon Recap Lawanda Brannon

T

he DFW-CAI chapter started its 2025 luncheon series by learning 25 quick tips to communicate professionally from Lorri Allen, professor and veteran broadcast journalist. In Lorri’s content-rich presentation, members gained insight into making first impressions in person by standing, smiling, gesturing for a handshake or fist bump and preventing costly mistakes in writing by using a cleaver tip of reading aloud.

Whether you pick a word of the year or not, based on the content from this session, DFW-CAI membership is ready to

Thrive in 2025!

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HOW DOES CHARITABLE IMMUNITY IMPACT COMMUNITY ASSOCIATIONS?

JAMES SHELBY & ASHLEY KOIRTYOHANN

I

n Texas, the Charitable Immunity and Liability Act of 1987 provides certain civil liability protections for homeowners’ associations (as defined by Section 528(c) of the Internal Revenue Code), as well as officers, directors, and other uncompensated volunteers of a homeowners’ association. An individual who does not receive compensation in excess of reimbursement for expenses incurred is considered “uncompensated” for purposes of the Act.

bodily injury or death, and $100,000 for each single occurrence for injury to or destruction of property.

The Act also provides protections for the employees of a community association, although those protections are not as broad as the immunity available to volunteers.

In the context of the Act, an employee is a person who is in the paid service of a charitable organization, including a compensated officer or director. The term does not include an independent contractor. In a civil For individual volunteers, the Act provides a volunteer action brought against an employee of a community is immune from civil liability association, the employee’s for any act or omission WHILE THE ACT DOES PROVIDE liability is limited to money resulting in death, damage, SOME PROTECTION FOR VOLUNTEERS damages in a maximum or injury if the volunteer was of $500,000 for each AND COMMUNITY ASSOCIATIONS, acting in the course of scope person and $1,000,000 for of the volunteer’s duties or THERE IS STILL A NEED FOR LIABILITY each single occurrence of functions. It is important to INSURANCE PROTECTION. bodily injury or death, and note that there are exclusions $100,000 for each single to this rule, including certain exclusions relating to a occurrence for injury to or destruction of property. volunteer’s use or operation of a motor vehicle.

While the Act does provide some protection for

“

”

With respect to the community association itself, the Act provides a community association’s liability for the acts or omissions of the community association, or its employees or volunteers, is limited to money damages in a maximum amount of: $500,000 for each person and $1,000,000 for each single occurrence of 30 • CONTACT | WINTER 2024

volunteers and community associations, there is still a need for liability insurance protection. The community association must carry liability limits of at least $500,000 per person and $1,000,000 per occurrence for bodily injury, and $100,000 for property damage for the Act to apply to claims brought

against the community association or its employees. If the community association purchases a liability limit of $1,000,000 per occurrence, that may satisfy the requirements of the Act. However, claim payments could cause the insurance limits to be inadequate, so the community association should at least consider purchasing an umbrella or excess liability policy.

the federal Volunteer Protection Act of 1997.

Additionally, community associations boards should work closely with the association’s insurance broker to ensure they are carrying the types and amounts of coverage necessary to protect the community association as well as its volunteers and employees.

The Act does not apply to an act or omission that is intentional, willfully negligent, or done with conscious indifference or reckless disregard for the safety of others.

Also, the Act does not prevent plaintiffs from suing a community association, volunteer, or employee.

The suit would have to be answered and defended, which can be very costly. Community associations are often professionally managed, and the management agreement often requires the community association to indemnify the manager for certain acts. Since the management company is not protected by the Act, the association would need adequate coverage to satisfy its obligation.

James Shelby, CIC, CPCU

Community associations are encouraged to consult with their legal counsel regarding the Act as well as other statutes that impact potential liability, including

Direct: (281) 796-4402

Regional Account Executive LaBarre/Oksnee Insurance Direct Phone: (657) 207-4915 Email: jamess@hoa-insurance.com Ashley Koirtyohann Attorney Shareholder Roberts Markel Weinberg Butler Hailey PC – Attorneys and Counselors at Law Email: akoirtyohann@rmwbh.com

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10 Things AI Can Do for HOA Management Companies

By Max Gajdel, Co-Founder at STAN AI

A

rtificial Intelligence (AI) is quickly becoming an essential tool across industries globally, including in community association management. However, despite its growing presence, there remains a gap between the awareness of AI and its actual usage. As of 2024, over 58% of U.S. adults are aware of AI technologies like ChatGPT, but only 23% have used them, according to surveys from Pew Research Center and Mailbutler (Pew Research Center, Mailbutler).

This gap was further highlighted at the CAI 2023 CEO-MC retreat, where only 10% of the over 200 management company executives in attendance reported having ever used AI tools in their work. This discrepancy signals the need for more effective AI adoption, especially within the community management space.

Importantly, this also creates missed opportunities for efficiency and effectiveness within the industry. Bridging this gap is not just about understanding AI’s existence but also recognizing its potential to transform daily operations, and it is crucial for AI to be fully integrated and leveraged in community association management, where it can help create more connected communities.

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4. Sales Assistant 1. Communication with Homeowners AI’s most effective application today comes in the form of automating communication with homeowners and residents, ranging from managing daily inquiries to scheduling bookings and work orders. This not only reduces the workload on community association managers (CAMs), but also improves response times and resident satisfaction.

2. Meeting Minutes Board meetings are another important point of discussion. A community or HOA’s governing documents often dictate that board meetings consist of two parts—open sessions and executive sessions.

Homeowners in most states have a legal right to attend open sessions, but most boards make the mistake of not inviting them, making board meeting minutes a vital necessity.

However, transcribing and summarizing board meetings is traditionally a time-consuming and errorprone process. AI can now transcribe discussions in real-time and create accurate summaries that can be quickly distributed to all relevant parties. This automation not only saves time but also ensures that records are accurate and readily available.

3. Emergency Preparedness In times of emergencies, such as during the recent Hurricane Milton, AI becomes a crucial asset in maintaining clear and effective communication.

Custom-built AI assistants can automate the sending of alerts, coordinate evacuation efforts and provide residents with real-time updates, ensuring their safety through these unforeseen events. Moreover, AI can be set up to handle emergency-specific tasks, such as building tailored AI assistants connected to weather monitoring sites, providing residents with critical information and guidance when it is needed most.

AI can even act as a sales assistant for community management companies and become a tool that can sell prospective board members on choosing you, and directly help generate more management contracts. AI can custom-build an experience that can align your company’s services to the needs of a board member who might be on the lookout for new management.

In this instance, AI analyzes the behavior of website visitors in real-time, determining their likely intent based on their interactions with the site. It can guide them through a personalized journey—whether it’s directing a homeowner to a portal for accessing important documents, or showcasing available services to board members. It can then ask relevant questions to gather information, qualify the lead and even schedule a followup meeting or call with a human representative.

5. Writing Assistant With the content that community managers often have to generate on a weekly basis, AI can also serve as an invaluable writing assistant, especially when it comes to generating personalized communications tailored to specific needs. By being trained on a community’s governing documents, AI can create customized community notices, draft responses to homeowner emails and craft outbound text blasts for specific situations.

Whether it’s a reminder about upcoming board meetings, emergency alerts, or general announcements, AI can always ensure that the tone, language and content are consistent with the community’s standards and legal requirements.

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6. Owner Portal Assistance AI can also enhance the owner portal experience by offering a personalized web chat feature for homeowners that provides real-time assistance. Even when owners face difficulties logging in, they can still access answers to community-specific questions directly through the portal. This AI-driven chat support ensures that owners receive the help they need without the hassle of navigating through login issues, making the portal more user-friendly and accessible.

By streamlining communication within the portal, AI helps to resolve common queries quickly and efficiently, improving overall user satisfaction.

7. Online Reviews and Reputation Management Within the community management space, managing online reputation is paramount to driving growth.

From handling Google reviews to responding appropriately to comments on social media pages, a community management company’s online footprint can heavily influence an HOA’s decision to pick it as their next management firm.

AI can play a crucial role in this by automating many aspects of media and public relations management.

For instance, AI can monitor reviews and online chatter in real-time, flagging negative comments for immediate attention and even automatically posting responses that align with the company’s brand voice.

Additionally, AI can also assist in drafting press communication, ensuring that it is consistent and aligned with ongoing marketing strategies.

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8. Voice Assistants and Live Virtual Avatars Looking forward, the potential of AI in CAM is even more exciting. AI has now evolved to directly interact with homeowners through voice assistants and live virtual avatars. These AI-driven interfaces offer a more personalized and engaging form of communication, making interactions with residents more human, while offering round-the-clock 24/7 support.

Such advancements could radically transform the homeowner experience, making AI an integral part of daily life in community management.

9. Budgeting What’s more, AI has the potential to revolutionize the budgeting process in association management. By analyzing historical financial data, predicting future expenses and generating detailed reports, AI can assist in creating more accurate budgets. This automation saves significant time and improves the precision of financial planning, particularly during budgeting seasons.

10.Workflow Automation Additionally, AI can automate the creation of any workflow for community managers, customized by property or even down to a specific homeowner automation.

For example, you could automate communication for delinquencies to reduce AR across your associations.

Using workflow automations, you could simply describe your problem and desired outcome to an AI assistant and it automatically creates a workflow connecting your management software and other apps you use to complete the tasks. Imagine in this case, you directed an AI assistant to pull a list of delinquent accounts every month, put it into a spreadsheet and send out a collections email that includes the ACH form and bank link to encourage payments. The assistant could follow up persistently tracking if the

owner made payment and if not, generate a report for your attorney or board highlighting difficult accounts for further action. This could all happen automatically without you lifting a finger!

The future of AI in community management will likely see even more sophisticated and beneficial implementations going forward. The current gap between AI awareness and usage is significant, but it is one that community association managers can bridge easily by embracing the technology. The capabilities of AI extend far beyond what many might realize, offering tools that can enhance efficiency, reduce workloads and improve the quality of services provided to communities.

Max Gajdel is the Co-Founder of STAN AI, the largest AI assistant for community association management companies in North America. As former community managers, Max and STAN AI Co-Founder, Bogdan Raic, founded STAN AI in 2018 and have over 20 years of association management expertise.

Connect with Max on LinkedIn: https://bit.ly/MaxGajdel

Follow STAN AI on LinkedIn: https://bit.ly/stanai

By exploring and integrating AI into their operations now, CAMs can take full advantage of its current capabilities and prepare for even greater advancements in the future.

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.

C

M

Y

CM

MY

CY

CMY

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 effective and creative debt collection methods leading to revenue recovery Active participation and support of Texas Community Association Advocates (TCAA) and Community Associations Institute (CAI)

K

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

Vinay B. Patel - Shareholder vpatel@hoaf.com

1700 Pacific Avenue, Suite 2700, Dallas, Texas 75201 | (214) 658-1900 | www.hoaf.com CONTACT | WINTER 2024 • 41

BEC Protection Tips for Communities after a Hurricane After Disasters, Communities Especially Vulnerable to Business Email Compromise

By Brian Hallock, American Momentum Bank

I

n recent years, our team has seen first-hand several tactics criminals use to steal from communities that are still reeling from natural disasters. In 2024 alone, the state of Texas was hit with Hurricane Beryl, fires, tornados and other storms. These disasters caused significant damage to communities in different parts of the state.

Sadly, criminals prey on people and businesses that are upended by disasters, seeing them as overextended, less vigilant and, therefore, less likely to notice their crimes. Our team has seen – and long warned our clients about – tactics that involve stolen checks, wire and Automated Clearing House (ACH) fraud and other scams to help protect the communities they manage.

One particular cyber tactic appears to be increasing in frequency, based on reports our team has been hearing: business email compromise (BEC).

What is business email compromise?

According to the FBI’s Internet Crime Complaint Center (IC3), business email compromise is “a sophisticated scam targeting both businesses and individuals performing a transfer of funds.”

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The scam is frequently carried out when a criminal compromises legitimate business email accounts through social engineering or computer intrusion techniques, resulting in an unauthorized transfer of funds. They are primarily caused by bad actors impersonating C-level executives.

According to the FBI’s 2023 Internet Crime Report, the IC3 received 21,489 BEC complaints with adjusted losses over $2.9 billion in 2023 alone.

BEC can take the forms of: • Phishing: A type of social engineering attack that uses scam emails, text messages or phone calls to trick victims into revealing personal information.

• Spoofing: A deceptive tactic where a cybercriminal impersonates another entity, like a trusted person or organization, by manipulating data to appear legitimate, often with the goal of gaining unauthorized access to systems or stealing sensitive information from the victim by tricking them into believing they are interacting with a known source.

“

How do cybercriminals use business email compromise to steal from communities?

to a hacker. As soon as they became aware of the mistake, they found the criminal had already moved the money out of the receiving account, leaving no funds for the community even to attempt to recover.

Communities recovering from a natural disaster are typically working with many vendors to make repairs.

This usually involves the community making copious payments to various companies, and cybercriminals see this as an opportunity to infiltrate email accounts to redirect payments to their own accounts.

How can management companies and self-managed associations protect their communities?

These criminals often gain access to an email account and then watch the email exchange between a community representative and the vendor until it comes time for payment. Then, the criminal intercepts emails coming from the authorized vendor and creates a fraudulent email that looks like it’s coming from the vendor.

When the management company or community receives this fraudulent invoice or payment request, and it looks legitimate, they unwittingly transfer funds to the criminal’s account instead of to the vendor.

make matters more “ To complicated, it’s not always

immediately apparent that fraud via BEC has occurred – sometimes, it can take days or weeks for the association or management company to become aware of the crime.

”

For example, suppose the community’s accounts payable person thinks they paid the invoice for the roof repair (when, in fact, they paid the criminal). In that case, they may not realize there is an issue until they get a past-due invoice from the roofing company a month later, prompting them to investigate the disconnect.

To best help prevent transferring money to a criminal’s account in a BEC scam, the person paying the community’s bills via wire or ACH should call the vendor and ask them to confirm that the account number on the invoice matches the vendor’s bank account. This will confirm whether the invoice is legitimate before funds are transferred.

In addition, here are a handful of tips for reducing and recognizing fraudulent emails using a layered cybersecurity approach: • Maintain updated anti-virus software definitions with malware protection.

and

• Maintain appropriate network security monitoring controls with a qualified individual/company (for example, firewalls, intrusion detection/prevention systems, email content and web filtering, and so forth).

• Utilize full disk encryption on PC’s and only communicate sensitive information by email when an encrypted email platform is used.

• Conduct periodic access reviews to ensure individuals set up in online/mobile banking or those conducting business with the bank are valid and have the appropriate permissions.

These criminals, masquerading as authorized vendors, usually ask to be paid by wire or ACH. Unfortunately, if an association representative initiates a payment prompted by BEC, it generally results in a loss of funds to the community because the money cannot be recouped.

And, here are prevention and protection tips from IC3’s public service announcement released Sept. 11, 2024, to help prevent BEC:

As one recent real-life example, a community recently transferred two payments totaling $170,000 via ACH

• Use unique passwords/passphrases and change them periodically.

• Use secondary channels and/or two-factor authentication to verify requests for changes in account information.

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• Ensure the email URL is associated with the business/individual it claims to be from.

• Be alert to hyperlinks that may contain misspellings of the actual domain name.

• Refrain from supplying login credentials or personal identifiable information (PII) of any sort via email. In addition, your bank will never ask for credentials by email, phone or any other method.

• Ensure the settings in employees’ computers are enabled to view full email extensions.

• Monitor financial accounts on a regular basis for irregularities, such as missing deposits.

documents. Different financial institutions have varying policies; knowing what assistance your financial institution will provide when attempting to recover funds is important.

Regardless of the amount lost, file a complaint with www.ic3.gov as soon as possible. The FBI IC3 may be able to assist both the financial institutions and law enforcement in freezing funds.

Brian Hallock is Vice President, Association Banking at American Momentum Bank. He can be reached at bhallock@americanmomentum.bank and (469) 910-2930.

What should I do if I discover my company or association is a victim of BEC? According to the IC3, if you discover a fraudulent transfer was made because of BEC, immediately contact your financial institution and request a recall of the funds, along with any necessary indemnification

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RMWBH

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 Use Associations

High-Rise Condominiums Commercial Associations

POA Focused Attorneys

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

Education

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.

RMWBH Frisco One Cowboys Way, Suite 585 Frisco, Texas 75034 214.365.9290 RMWBH.com CONTACT | WINTER 2024 • 45

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WE WANT YOU ON OUR TEAM!

CAIONLINE.ORG/ADVOCACY/LAC/TX

There is a new advocacy committee in town and WE WANT YOU ON OUR TEAM! The mission of the Texas Legislative Action Committee (TLAC) is simple – to advance, defend, protect, and strengthen public policy for the community association-housing model.

In order to be successful, we need to hear from Community Board Members, Community Managers, and those who are directly affected by HOA and condominium association policy reform. We want to know what issues matter to you, what are changes you would like to see during the next legislative session, and how can TLAC help your association operate more effectively.

HOW CAN YOU HELP?

TLAC is CAI’s brand new advocacy organization and is the only group in Texas supported and endorsed by both CAI National and all CAI Chapters in Texas.

TLAC is a separate organization from the Texas Community Association Advocates (TCAA).

Sign up for the TLAC email list

TLAC represents over 20,000 community associations and 5.6 million homeowners in Texas.

TLAC is governed by a broad group of delegates from all over Texas with varying levels of experience and expertise.

Read and share TLAC information with other HOA associates

TLAC is focused on making education, transparency, and information available to managers, management companies and homeowners PRIOR to and DURING the legislative session.

TLAC is requesting all community associations contribute $1 per door to help raise funds to support ongoing legislative efforts. Any contribution helps, but our success in Austin relies on everyone chipping in!

If you’re interested in getting involved, our industry needs your help! TLAC is recruiting volunteers to serve on its committees!

GET INVOLVED AND SUBMIT YOUR CONTRIBUTION! CONTACT YOUR LOCAL COMMUNITY ASSOCIATIONS INSTITUTE CHAPTER EXECUTIVE DIRECTOR:

AUSTIN Robbie Williams robbie@caiaustin.org 512.763.2074

Contribute $1 per door in your community to help raise funds for TLAC

DALLAS/FT WORTH James Nicholson office@dfwcai.org 972.246.3540

HOUSTON & SAN ANTONIO Jesus Azanza jazanza@caihouston.org or ced@caisa.org 713.784.5462 / 210.389.6382

CONTACT | WINTER 2024 • 47

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MEMBERSHIP

REPORT New Members

Mr. Daniel Besse (781)664-8570 dbesse@verizon.net

Ms. Anne Silander (214)213-9980 annes@bonaventuredallas.com

Paige East (682)500-9309 paige.east@fsresidential.com

Victoria Rosario (469)895-2964 vrosario@nmitx.com

David Reese (214)799-8066 david@reesepainting.com

Bill Brassfield (817)310-6906 bbrassfield@cmamanagement.com

Mr. Matt Martin (806)543-8605 mmartin@bsbdgroup.com

Mrs. Courtney Lynas (469)237-4770 Courtney.Lynas@hotmail.com

Ms. Nicole Sheppard (682)597-6602 nsheppard@nmitx.com

Roselene Costa (214)827-6600 rpcservices@gmail.com

Rachel Dotter (913)980-0957 rrdotter@gmail.com

Kyleigh Akins (972)548-5008 kakins@ccmcnet.com

Ms. Delana Meyer, CMCA (214)224-9508 delana@fletcher-cp.com

Ms. Teresa Frey (469)899-2303 tfrey@newstandardmanagement.com

Ms. Araceli Barcenas (214)317-5025 araceli.barcenas@worthross.com

Jennifer Rose Kampman (214)912-9243 jenrkampman@gmail.com

Mr. Ryan Jacob Torres (940)284-7965 rtorres@ccmcnet.com

Mr. Geary Free (214)448-8897 gearyfree@freeconstruction.net

Mr. Scott Hamlet (972)263-3223 scotth@pavecon.com

Grace Clark (214)361-7887 office@servpronwdallas.com

Mrs. Ingrid Lee (214)778-0584 ilee@cmamanagement.com

Mr. Jeffery Wilkinson (972)347-9270 (302) jwilkinson@ccmcnet.com

Mr. John Robert Stalsworth, Jr. (469)853-8208 jr@graystoneconstruction.com

Mr. Neil Stewart (800)769-2002 nstewart@petwaste.com

Mr. Richard A. Lester (901)406-9567 rlester78@comcast.net

Miss Kinyana Murdock, CMCA (773)619-5268 kinmurdock@yahoo.com

Emarie Williamson (972)482-7483 ewilliamson@ccmcnet.com

Mr. Alex Spivey aspivey@hayward.com

Kendra Hardin (214)448-6720 Kendra.Hardin@pinkswindows.com

Roberto Bruder aguiar (469)966-9431 roberto.bruder@squeegeesquad.com

Mr. Stephen Mike Preece (512)902-7712 piazzasienahoa@gmail.com

Cindy Cullum (945)426-0920 ccullum@Certapro.com

Mr. Jordan Jones (817)223-5626 jjones@prestigestarmgmt.com

Clayton J Rogers (469)667-2582 info@starsconstruction.com

Mr. Marcus Orlando Robinson (972)809-8657 mrobinson@prestigestarmgmt.com

Mr. David Grubbs (844)204-8273 david@safguarding.com

Chrystal Snow (972)845-8020 chrystal@pricepaintingtx.com

Mr. Thomas Redd (804)353-6999 (246) thomas.redd@superiorfenceandrail.com

Mr. Darius Hopkins (682)325-5359 dhopkins@principal-mgmt.com

Ms. Brenda Beltran (832)275-9824 Brenda.beltran@superiorlawncare.org

Jasmine Guzman (214)378-1112 Jguzman@properhoamanage.com

Mr. John Smith (888)864-4397 jsmith@temsystems.com

Mrs. Kellie Pitman, CMCA (214)797-0422 kellie.pitman51@gmail.com

Mr. Toby Rannigan (817)412-9752 toby@texasvetsroofing.com

Mr. Wes Brown (469)887-0774 wes.brown@prosoco.com

Pat Robinson (469)833-1925 jprobinson@outlook.com

Mrs. Huyen Thu Reed (972)248-6065 Wee@protearealestate.com

Mr. Kevin Shetley (214)208-2082 ksnbigd@mac.com

Jesse Sanchez (469)500-5363 jessesanchez@rbfcu.org Cluren Cohn (469)792-5212 Clurencohn84@gmail.com

Mr. Jack White 214-882-5022 jack_white_1@att.net

Kippy Shillam (682)281-7873 kyp@pmicrosstimbers.com Luke William Skinner (903)771-6216 luke@essexhoa.com Ms. Victoria Kelly Tyler (832)457-5493 vktyler002@gmail.com Mrs. Victoria Dawnne marie Lehr (469)287-7411 Torrey@4sightpm.com Audrey Rand (512)965-5243 audrey@4sightpm.com Elijah Strauss (469)287-8464 elijah@4sightpm.com Mrs. Jamie Morris, CMCA, AMS, PCAM (469)212-3592 j.morris@acceleratedmgmt.com Clint Kelly (214)238-4863 ckelly@aed123.com Lydia Grove (320)223-4018 lydia.grove@appleroof.com Ms. Jennifer Di Iulio (817)377-8512 jennifer@ausdredgedive.com Mrs. Bridget Nigh (469)785-3761 bnigh@behr.com Mr. Chris Broach, CMCA, AMS, PCAM (972)674-3791 cbroach@bluehawkmgmt.net

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Mr. Kent Nobis (435)619-0575 kent@preserveasphalt.com

Michelle Reynolds John Carmichael (469)931-9934 (214)418-3771 mreynolds@insightam.com clearviewmaintenance@myyahoo.com Gavin C Crawford Mr. Billy Abernathy (214)226-3924 (972)280-7806 gcrawford@insightam.com office@cats-it.com Ms. Emily Antoinette Greene Scott Bedford (214)494-6002 (1225) (214)930-1143 emilyag2582@gmail.com Scott.Bedford@construct-capital.com Winn Garrett Mrs. Caprice Bohr (469)438-8755 (940)205-7096 winn@junctionproperty.com sixpigsfly@yahoo.com Timothy Goff Mr. Aaron Kurth (214)491-8860 6822253062 tim@junctionproperty.com aaronmkurth@gmail.com Mark Wittlich Richard Ortiz (214)315-4505 (214)994-9521 Justtrees@msn.com rich@crstex.com Damikka Mitchell Mr. Lance Borden (213)833-6177 (972)740-3434 Damikka.Mitchell@amwins.com lance@ctbmultifamily.com Mr. Uriel Uribe Ms. Joanne C. Gagnon (469)200-1553 (413)313-2789 uuribe@associaflorida.com jcgmng@outlook.com Mr. Cody Cammack Natalie Cortesano (469)450-5120 (214)713-6674 cody@lc-lm.com natalie@essexhoa.com Ms. Crissa Michaelis Ms. Leticia Gramajo (720)231-4573 (972)428-2030 (7340) crissa@lrgothail.com leticia@essexhoa.com Balaji Subramanian Xandrea Rhodes (817)673-7746 (214)850-8146 bsubramanian@millicare.com xandrea@essexhoa.com Ms. Jennifer Kaye Barnes, CMCA Matt Branum (972)359-1548 (817)807-1676 jbarnes@nmitx.com matt@exteriorappeal.com Brittany Mechelle Johnson Mae Paredes (469)795-0231 (469)970-1237 bjohnson@nmitx.com mae.marsh@firstunitedbank.com

Ms. Rossana Dueñas Cassina rossana.duenas@realmanage.com Aeron Marlar (214)415-6768 aeron.marlar@realmanage.com Willie Delores Murray (817)219-0671 deloresmurray84@yahoo.com Ms. Cherilynn Wilson (602)783-4433 cherilynn.wilson@vcmtexas.com Ms. Shana Cooks (214)269-2520 (2341) Shana.Cooks@RealManage.com

Dean Frew (682)409-3970 dfrew@thelandscapepartners.com Mrs. Kristy Dawn Lesiuk, CMCA (214)922-4892 Kristy.Lesiuk@ritzcarlton.com Mr. Kevin Soles (706)410-8304 ksoles@totalleak.com Chris Fritz (214)244-5279 Chris@universitypoolservices.com Mr. Brett Kuykendall (817)467-3620 bkuykendall@zenithroofing.com

m

MEMBERSHIP

REPORT Renewed Members

Ms. Kaitlin Rose McGarry (469)707-2084 kmcgarry@zeusrestoration.com

Rejoined Members Mrs. Tameka E Jackson Israel Morales Mr. John Utley, CMCA, AMS Ms. San Banerjee Mr. Brock Wright Mr. Kristopher Grooms, CMCA, AMS, PCAM Ms. Brandi Head, CMCA, AMS, PCAM Mrs. Rachel Crawford, CMCA Mr. Ellis Little Ms. Emily Tomasik Ms. Alex Parra Mr. Charlie Ferris Ms. Leah K. Burton, Esq. Mr. Brandon Norman, CMCA, AMS Mr. Chris Honeycutt Mr. Kevin Milligan Mr. Douglas Hasty Paula Felix Mr. Smokey D. Kowaleski, CMCA

Renewed Members Ms. Kristina Bailey, CMCA, AMS Mr. Robert Bell, CMCA, AMS Ms. Rechelle Ida Bogle Miss Nicole Lee Carciofini, CMCA, AMS, PCAM Mr. Horace Michael Cassels Mr. Steven Cottrell Ms. Chelsea Faxon-Reeves Ms. Anne C. Fay, CMCA Mrs. Laura Aileen Fenster, CMCA, AMS Ms. Christina Foust, CMCA, AMS Mrs. Logan Chandler Galimulin Ms. Marian Gardner, CMCA Mr. Erik Brandon Gould, CMCA Mrs. Jeannie Marie Harvey, CMCA, AMS Mr. Carl Hedrick, CMCA, AMS Mr. Rhett Hubbard Mr. Kenneth H. Mitchell Ms. Candy Peak Ross Mr. Shaun Poe, CMCA, AMS Mr. David Lewis Quins, Jr. Ms. Betty Reichel Mr. Fred Shapiro, PCAM Ms. Kelly Jo Stafford Ms. Kimberly Standiford Mr. Claret Villareal Valera, CMCA Alyssa Camille Williams, CMCA Mr. Ian Lanakila Williams Mr. Coleman Yates Mrs. Jacqueline Bainbridge Stacy Ann Cook, CMCA Ms. Michele Hernandez, CMCA, AMS Mr. David Ray Mercado, CMCA Mrs. Nicole Elise Zaitoon, CMCA

Mr. George E. Dupont Mr. Matthew Singel Mr. Andrew Brock Mr. Andrew S. Fortin, Esq. Mr. John Krueger Mr. Jose Maldonado Ms. Lea J. Marcou, CMCA, AMS, PCAM Ms. Carina Avila Herrera Ms. Adaeze Yvonne Nwamah Ms. Gayathri Parameswaran Ms. Melinda Patterson Mr. Wayne Soural Melissa Spatafora Mr. John Beall, CMCA, AMS, PCAM Mr. Chad Avery Ms. Jacque Jagger Mr. Chris Broach, CMCA, AMS, PCAM Ms. Kimberly Simonian, CMCA Mr. Gary Freed Mr. Stewart McLauchlan Mr. Timothy J. Brady Mr. Michael John Walker, CMCA Mr. Kevin Cavanaugh Mr. Brett Wiklund, CMCA, AMS, PCAM Ms. Kristi Leann Adair Mrs. Yumaira Aguilar Sanchez, CMCA, AMS Mr. Ryan Alexander Ms. Katie Allen Ms. Eva Apelian, CMCA Mr. Ty Armstrong, CMCA Ms. Valerie Beckwith Ms. Heather Bordner-Ayyob Mrs. Tina Borg Mrs. LaWanda Brannon, CMCA, AMS, PCAM Ms. Jennifer Bruington Mrs. Brooke Arcelia Bullion Ms. Autumn Butler Ms. Shonna Camacho, CMCA Ms. Beth DiRenzo Mrs. Amanda A. Duckworth, AMS, PCAM Ms. Gail S Fishkin-Ogle, CMCA, AMS, PCAM Ms. Stephanie Y. Gantt Ms. Tammy Hatter, CMCA, AMS, PCAM Ms. Marie Herrera, CMCA, AMS Sheena Hickey Ms. Kristi Hulme Mrs. Javona Jones Mrs. Catherine Cora Kemp Ms. Jessica Kuspa Gabriel Lamette Mrs. Erica McClelland Mrs. Jillian Meers, CMCA, AMS, PCAM Mr. Duncan Modlin Mr. Will Moore Ms. Teresa Muchler, CMCA, AMS, PCAM Mr. Scott Selman, AMS, PCAM Ms. Dodie Slama, CMCA, AMS, PCAM Mr. Giovanny Daniel Torres Ms. Jordyn Bryn Vilaros Julie Renee Villarreal, CMCA Ms. Marty Whitaker, CMCA, AMS Ms. Alexia Solorzano Mr. Thomas Giovannini Mrs. Bryanna Wright, CMCA, AMS Ms. April Hubler Mrs. Kelly Zibell, AMS, PCAM Mr. Branson Thomas McCallister

Herb Dorow Mr. David Carter Ms. Joan Harkenrider Ms. Veronica Hernandez Mr. Ronald Zambor Mr. David Dotson, RS Mr. Trevor Phillips Mrs. Kimberly Musser, CMCA, AMS Jacqueline Galofaro Ms. Anna Corcoran Ms. Connie J Kindle, CMCA, AMS Mr. William Caspar Sullivan Ms. Michele Drain, CMCA, AMS Mr. Jonathan Michael Driver, CMCA, AMS Demarcus Harris Mr. Matthew E. Keller, CMCA, AMS Mr. Justin LaHue Rodney Riepenhoff Mr. Cody M Watson Josh Christensen Mrs. Cindy L Martin, CMCA, AMS, PCAM Richard Poland Mrs. Katy Metcalfe, CMCA, AMS Mr. Chris Clark Mr. Chris Harrison, PCAM Ms. Michelle Annette McFarland Ms. Brandy Adams, CMCA, AMS, PCAM Mr. David Garrett Mr. David Garrett Mr. Vidal Jones Mr. Rodney Joe Haynes Mr. Robert W. James Anthony Scalia Mr. Robert Harvey, Jr., CMCA, AMS, PCAM Mr. Nick Will, CMCA, AMS Ms. Kristi Bruening, CMCA, AMS Mr. Bruce Crawford, AMS, PCAM Ms. Cherry Tarlton Ms. Jennifer Egan Mr. Richard Augustyniak, CMCA, AMS Mr. Dale L. Smith, CMCA, AMS Mr. Steve Nathan Mr. Robert M. Mackay Ms. Crys Sanders Mr. Zachary Adam Beasley, CMCA Mr. Derrick Dawson Ms. Heather Glover, CMCA Ms. Rosanne M. Hill, CMCA, AMS Mrs. Mandy Lindsey, CMCA Mrs. Joy Thomas Mrs. Melissa Wetrich, CMCA, AMS Christi Sherman Mr. Don Garner Mr. Mark Valls Hanna Koebel Mrs. Dana Renee Beckwith Mr. Ben Schaeffer Mr. Tom Martin Ms. Carrie Bailey Ms. Antoinette Daly Ms. Ferronica Briggs Ms. Nicole Dottin Ms. Melisa Eckelbarger Mr. Brandon Edwards Mrs. Madison Alexis Jara Ms. Janel Dolan Jones Miss Kailey Jordan

Adrienne Laurent Ms. Allison McCleskey Ms. April Murphree Mrs. Kristen Russell, CMCA, AMS Ms. Diana Smith Mr. Jake P. Southall Mr. Mark Southall, AMS, PCAM Mr. Harold Wheat Bailey Mr. Robert Q. Cano Mr. John Applebury Ms. Jaine Prieto, CMCA, AMS Ms. Melissa Smith Cynthia Urquidez Ms. Kim Weir Mr. Jason York Ms. Jaclyn Stark Ms. Deena Still Ms. Laura (Kurak) Beckelman, PCAM Mr. Barry Ross, Esq. Donna Burton Mrs. Jessica Guevara, CMCA, AMS Mrs. Brandy Hotchkiss Ms. Shelly L Hughes, CMCA, AMS Ms. Rita “Teri” Kerkman, CMCA, AMS, PCAM Mrs. Martha Lynn Mccaskill, CMCA Mr. David Meyer, CMCA Ms. Rebecca Tarpley, CMCA, AMS, PCAM Mr. Rick Abair, CMCA, AMS, PCAM Ms. Angie Buhler-Turner, CMCA, AMS Ms. Betty Crudden, CMCA, AMS, PCAM Mr. Eusty Hermida, CMCA Ms. Janna Hicks-Singleton Ms. Jean Sloan Mr. John Mackenzie Ms. Stephanie Hernandez Ms. Kristin Munson Rene Sanchez Mr. John Hagaman Mr. Chad Allen Mrs. Annette Suzanne White Mr. Robert M. Blend, Esq. Mr. Will P. Terry Mr. Michael Reeves, CMCA, AMS Mr. Gabe Santiago, CMCA, AMS, PCAM Ms. Addison Barnum Courtney Wright Mr. Jeff Hilz Mr. David Gaona Mr. Patrick Brensinger, CMCA Mr. Mark Clarke Mr. Timothy Vela Ms. Christine Stepp Ms. Dana Flores, CMCA, AMS Ms. Krystal Mann Mr. Jason Edmundson Mr. Max Hogan Mrs. Danielle Gould Mr. Michael Lesku, CMCA, AMS, LSM, PCAM Mrs. Kelly Sue Peterson, CMCA Mr. James Kenneth Ramsey, Jr. Ms. Jenifer Reider, CMCA Mr. Noel Anthony Rodriguez, CMCA, AMS Mrs. Katrina Swindle, CMCA, AMS Ms. Barbara Thomas, CMCA, AMS Mrs. Andrea M. Willett, CMCA CONTACT | WINTER 2024 • 61

MEMBERSHIP

REPORT

New Designations

Congratulations to our fellow CAI members who achieved new designations!

Mr. Thomas Gilliam, CMCA CMCA Ms. Jennifer Kaye Barnes, CMCA CMCA Ms. Heather Glover, CMCA CMCA Ms. Kimberly Simonian, CMCA CMCA Julie Renee Villarreal, CMCA CMCA Mrs. Rachel Crawford, CMCA CMCA Jacquelyn Hestilow, CMCA CMCA Ms. Kristina Bailey, CMCA, AMS AMS Mrs. Margaret Raines, CMCA, AMS AMS Miss Lori Norton, CMCA, AMS AMS Mrs. LaWanda Brannon, CMCA, AMS, PCAM PCAM Blue Hawk Management AAMC

1/21/2025 1/21/2025 3/21/2025 2/5/2025 1/24/2025 1/21/2025 1/21/2025 3/31/2025 3/26/2025 1/29/2025 1/23/2025 2/11/2025

***Certified Manager of Community Associations (CMCA®) From CAMICB - “As a CMCA®, you have shown a commitment to your profession by staying informed about current community association issues and holding yourself to a high standard of professional conduct.” ***Association Management Specialist (AMS®) The second level in the career development track for community association managers.

The 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. ***Professional Community Association Manager (PCAM®) The pinnacle of community association management. The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management. Earn your PCAM and join the elite—the select—the best.

Recommended for experienced managers who want to demonstrate advanced skills and knowledge and who wish to be recognized as one of the best and most experienced managers in the nation. ***Reserve Specialist (RS®) Community associations rely on qualified reserve specialists to assist them in extensive reserve planning to keep their communities running smoothly. Gain the confidence of board members by obtaining the Reserve Specialist® (RS®) designation.

The RS designation is awarded to qualified reserve specialists who, through years of specialized experience, can help ensure that community associations prepare their reserve budget as accurately as possible.

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14070 Proton Road, Suite 100 Dallas, TX 75244

64 • CONTACT | WINTER 2024