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Table of Contents Welcome


Manager Education Symposium


Annual Conference & Expo


Regional Council Programs


CAI @ WCU M100: The Essentials of Community Association Management




COMMUNITY ASSOCIATIONS INSTITUTE PENNSYLVANIA & DELAWARE VALLEY CHAPTER Spring Mill Corporate Center 1100 E Hector Street, Suite 460 Conshohocken, PA 19428 610.783.1315 (phone) | 610.783.1318 (fax) 877.608.9777 (toll-free) EDITOR-IN-CHIEF Tony Campisi MANAGING EDITOR Michael Shaw

One of the most critical components of Community Associations Institute’s mission is to provide education to community mangers, homeowner leaders, and business partners in order to build better communities. CAI hosts a number of educational programs, seminars, webinars, and symposia throughout the calendar year. These courses are taught by industry professionals with years of experience and expertise in their individual fields as they relate to the operation, management, and governance of condominium and homeowner associations throughout PA, Southern NJ, and Northern DE. We are pleased to present this CAI Education Course Catalog, Winter / Spring 2019 edition to you. Contained herein is a comprehensive list of every educational opportunity provided by the Pennsylvania & Delaware Valley Chapter of CAI for the first half of 2019. All of the educational courses hosted by CAI are approved by the Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCAŽ certification. Each completed course will earn community managers a minimum of one (1) continuing education credit hour, which also helps satisfy the requirements to apply for the PCAM designation. ALL PRICES INCLUDED IN THIS CATALOG REPRESENT EARLY BIRD RATES FOR CAI MEMBER MANAGERS. While every effort has been made to ensure accuracy in the catalog, unforeseen circumstances may occasionally necessitate a change in the information provided. We strongly encourage you to always confirm program information on our website, as this will always contain the most current and up-to-date information. To register to attend any program, visit us on the web at: For group registrations, please contact the chapter office toll-free at: 1.877.608.9777.

CAI Education Course Catalog is published bi-annually by the Pennsylvania and Delaware Valley Chapter Community Associations Institute Spring Mill Corporate Center 1100 E Hector Street, Suite 460 Conshohocken, PA 19428 All dates, times, topics, speakers, and prices listed herein are subject to change without prior notice. For the most up-to-date information about upcoming programs, visit the CAI Pennsylvania & Delaware Valley Chapter website at: or call toll-free at: 1.877.608.9777.

Tuesday, March 5, 2019 • 8:30 a.m. - 1:15 p.m. Blue Bell Country Club • 1800 Tournament Drive, Blue Bell, PA 19422

OPENING SESSION Time’s Up! How to Start Making Time Work for You Kara Cermak CMCA, AMS, PCAM, Senior Vice President - Learning & Development | RealManage, LLC PRESENTING PARTNERS

What do you do with the constantly full e-mail inbox and all the paper on your desk? How do you organize clutter and manage day-to-day interruptions and emergencies that keep throwing off your schedule? Where do you find time to read up on challenges and responsibilities to make yourself a better community manager? In her keynote presentation, Kara Cermak will share with you how, through humor and mastering her mood, she schedules herself, managers her in-bin, stops the interruptions, and makes better use of her time.

BREAKOUT SESSIONS A Transition from Start to Finish: From Developer to Homeowner Control David Dahan ESQ., Hyland Levin This session will describe and provide practice pointers about managing, the transition process, including hiring your professional team, gathering relevant information, having an expert inspect the property, and preparing reports identifying construction defects, negotiating with the developer, and litigation.

Conducting Association Elections Gary Krimstock ESQ., CCAL, Fineman, Krekstein & Harris Elections are a pain point for many community associations. In this session, we’ll review state statute and best practices on association elections. Topics will include requirements for giving notice of elections, candidate recruitment and campaigning, proxies, absentee voting, counting the ballots, and presenting results. This session will help ensure that no matter how close or contentious, your next election doesn’t have to become a source of complaints from homeowners.

BREAKOUT SESSIONS B Cyber Security: Protecting Your Association Funds Matt Lineberger, ATG Group You hear almost on a daily basis that some large company’s information has been attacked and that your personal information may have been breached. We’re all too familiar with Target, Home Depot, and large health networks. What we are not hearing about are organizations such as management companies that have been hit with attacks such as ransomware or man-in-the-middle schemes. These smaller attacks are costing more losses than large attacks by sheer number. Learn what you can do to help protect your associations.


Managers and board members are often presented with multiple insurance options from brokers. This session will focus on the key elements of those proposals, harmful exclusions, frequently asked questions from other board members / homeowners, and the questions that both management and boards should be asking the insurance professionals to properly protect the association.

CLOSING SESSION You Said What on the Web? Avoiding Liability in the Age of Social Media Steve Sugarman ESQ., CCAL, Steven L. Sugarman & Associates; Andrew Sytnik, FirstService Residential, AAMC Social media can cause your community association problems. In today's community association, the use of social media can certainly be an effective means of communication, but also, a huge trap of liability for the unwary. In this interactive program, you will have an opportunity to explore and learn about the myriad legal liabilities arising from the use of social media, and in turn, take away creative solutions and practical policies to avoid those liabilities in the community association.

Register online at: • Contact us at: • 610.783.1315


Get your game on at our 2019 Annual Conference & Expo, Thursday, May 9, 2019 at Valley Forge Casino Resort in King of Prussia, PA. Featuring dynamic educational sessions taught by industry experts, over 150 exhibitors, contests, games, and loads of value added bonuses, the only way not to leave a winner is if you don’t attend.

managers •

multiple educational opportunities taught by industry experts meet with more than 150 exhibitors who specialize in community association products and services Win cash and other prizes

education sessions

earn up to 3 credits!

Managing a Disaster

The Ease & Value of Energy Efficiency Upgrades

All for One & One for All?

Expanded Fair Housing Liability for Associations Exposure for the Illegal Acts of Residents

Hey Board, Can I Put Up a Sign or Religious Display?

Best Practices: Onboarding a New Community / Management Company

Legislative Update Learn more at:


REGIONAL COUNCIL PROGRAMS Tuesday, February 19| 8:30 - 11:00 a.m. | Harrisburg, PA Join our Central PA Council for an interactive Roundtable Program featuring four 30 minutes sessions:

Roundtable 1: Setting Up an ADR Program in Your Community, presented by Dr. Vicki Ehrhardt, Village Grande at Millers Run

• •

Roundtable 2: Go Green with your Next Project, presented by Gordy Kautz, Kautz Construction Roundtable 3: Lions and Tigers and Bears, oh my! Making Sense of Pet Restrictions, presented by Sara Austin, Esq., Austin Law Firm, LLC

Roundtable 4: Transition Studies for New Communities, presented by Andrew Dionne, Yingst Engineers This class is approved by CAMICB for 2 continuing education credits.

Tuesday, April 16 | 8:30 - 11:00 a.m. | Harrisburg, PA Best Practices: Stormwater Management Stormwater management is often a challenging and complicated topic for community associations. This session will review best practices and changes that you need to be aware of when it comes to managing stormwater facilities in your community associations. This class is approved by CAMICB for 2 continuing education credits.

Thursday, February 7 | 8:30 - 11:00 a.m. | Mt. Laurel, NJ Insurance Coverages & Claims for Damages Part I of this workshop will cover insurance requirements (state law and governing documents), types and costs of coverages, deductibles, how claims affect cost of coverage, and policy resolutions (e.g. responsibility for deductible, homeowner requirement to carry HO6 coverage). Part 2 will cover what the Association’s responsibility and what do you do when damage is reported (e.g. water leak, mold, fire)? We’ll cover when to report the damage to the association’s insurance company (and when not to), and what to do with insurance proceeds when received. This class is approved by CAMICB for 2 continuing education credits.

Tuesday, January 29 | 8:15 - 11:30 a.m. | Philadelphia, PA Annual State of the Industry Breakfast Lifestyles - it’s the new buzzword in community associations. Whether it is a community of young professionals, or an aging community full of retirees the trend is towards lifestyle communities with amenities like fitness and wellness centers, travel, and other recreational programs and activities. The State of the Industry is changing, and this program will review these new trends, and provide information on the legal, financial and insurance implications. This class is approved by CAMICB for 2 continuing education credits.

Thursday, March 28 | 8:30 - 11:00 a.m. | Philadelphia, PA Condo LIVE! Join CAI at this unique one-of-a-kind training session! Scenario-based vignettes of real, live situations that you encounter regularly in the condo and co-op world will be presented by professional performers. These structured improvisations will be used as a learning opportunity for managers, staff and even homeowners. This is not a boring seminar or lecture. How best can we explain it? Its Condo LIVE! This class is approved by CAMICB for 2 continuing education credits.


Friday, January 18 | 8:30 - 12:00 p.m. | East Stroudsburg, PA Pocono Managers Symposium Join the Pocono Mountains Regional Council for the annual Pocono Managers Symposium. Enjoy breakfast and networking with sponsors prior to three educational sessions designed to help you better manage your staff and community association. Session topics include Cyber Security and Risk Management, How to Conduct an Association Election and a legislative update from CAI’s Pennsylvania Legislative Action Committee. This class is approved by CAMICB for 3 continuing education credits.

Wednesday, February 27 | 5:45 - 8:00 p.m. | East Stroudsburg, PA DIY ADR: How to Set up an Alternate Dispute Resolution Program in Your Community House Bill 595 is now law (Act 17 of 2018). It gives unhappy owners the right to get the Attorney General involved in certain complaints against a community association unless “an alternative dispute resolution [ADR] procedure is available to the owner.” ADR makes good sense, but what does “having ADR” mean? In this one-hour "Do It Yourself" program, you will learn what you need to know about ADR and leave with an ADR procedure that you can recommend to your community association that should satisfy the new law. This class is approved by CAMICB for 1 continuing education credit.

Friday, April 5 | 8:30 - 12:00 p.m. | Tobyhanna, PA Pocono Mountains Association Staff Training Symposium Join CAI for an opening session on treating your owners like customers, three breakout sessions on managing difficult homeowners, creating an effective preventative maintenance schedule, and the ever important resale disclosure process. The program ends with a closing session on how to prepare your community association for the next natural disaster. Full breakfast is included! This class is approved by CAMICB for 3 continuing education credits.

Wednesday, May 22 | 5:45 - 8:00 p.m. | Tobyhanna, PA Deer Management in Your Community Association Every year it seems the deer situation in the Poconos gets worse. Deer cause expensive landscape damage and bring pests which carry disease. This session will provide some strategies on how your community can manage the deer population. This class is approved by CAMICB for 1 continuing education credit.

Thursday, June 6, 2019 | 8:30 - 11:00 AM | 2 Credits Each of our business partner sponsors will present an educational session in a rapid fire, speed dating style event. ALLIANCE ASSOCIATION BANK | ASSOCIA MID-ATLANTIC, AAMC | CLEMONS RICHTER & REISS, PC | DESIGN EAST | THE FALCON GROUP | G. FEDALE ROOFING | HLADIK ONORATO & FEDERMAN, LLP | KPI2 ENTERPRISES, INC. | MACADAM COMPANY | NATIONAL COOPERATIVE BANK (NCB) | NFP | REIDENBACH & ASSOCIATES | SERVPRO | SMITH INSURANCE ASSOCIATES |


West Chester University West Chester, PA • March 14-16 2019

Manager & homeowner leader webinars Live and On Demand classes approved by CAMICB for 1 continuing education credit each.

The Resale Disclosure Process February 13 | 3:00 - 4:00 p.m. The Resale Certificate, mandated in state statutes, is a critical and often misunderstood component in any real estate transaction involving a planned community home or condominium or co-op unit. This webinar will cover critical questions like what should be included in the disclosure certificate, what the deadlines are, who is responsible for providing the information and how much a community can charge for producing the documents.

The Do’s & Don’ts of Due Process

March 27 | 3:00 - 4:00 p.m.

This webinar will discuss the fundamentals of due process, its statutory requirements, and the need for clear guidance in a community’s governing documents. The presentation will pose several questions/issues to the audience, which will facilitate answers that compose the framework of a due process policy. Questions will deal with: fact gathering, clarity of documents, adoption of policy, interaction with bylaws, citation forms, timing, use of counsel, hearing procedures, fairness, appeals and more.

More Than Just Advice: Effective Use of Experts June 26 | 3:00 - 4:00 p.m. An expert has far more uses than testifying at a deposition or trial. If used effectively, an expert can shield a board from liability, assist with litigation strategy, and enhance negotiating power. Attendees will learn how to: 1) recognize situations in which an expert should be consulted; 2) locate, evaluate and select an appropriate expert; 3) effectively use an expert to advance your needs. CAI has an extensive library of on demand webinars available to download on our website at: Each webinar will earn subscribers ONE CREDIT, approved by CAMICB. View our selection of titles by visiting:


CAI Education Course Catalog - Winter / Spring 2019  

A description of educational course offerings from the Pennsylvania & Delaware Valley Chapter of Community Associations Institute (CAI) for...

CAI Education Course Catalog - Winter / Spring 2019  

A description of educational course offerings from the Pennsylvania & Delaware Valley Chapter of Community Associations Institute (CAI) for...