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INTRODUCTION Dear CAI Members & Friends: One out of every three people in the U.S. currently resides in a community governed by an association with mandatory covenants. Almost all new residential construction projects are approved by a government agency that requires the establishment of a common-interest association. This places property owners in the position of having to understand and abide by complex legalities. Those serving as Board of Directors then assume the fiduciary responsibility of upholding the community’s covenants and maintaining the integrity of the community. Some do so with assistance from professional community association managers, and all rely on service providers in varying industries. Community volunteerism, leadership and management is complex because it isn’t just about the here and now. Responsible boards and managers need to plan for the future of communities. They need to establish infrastructure, funding and policy that supports the community long-term and which their successors can seamlessly continue. The most effective community leaders enhance their community’s future through improved skills and education. That is what this conference is all about—Charting the Course. The South Carolina Chapter CAI has over 30 years of helping the 5,000+ statewide community associations at the board and management levels and by facilitating productive networks with professional service providers. Our mission is to help our members learn, achieve and succeed. Enjoy the conference and please visit the Chapter exhibit table for additional information on how to get the most from your CAI affiliation. Regards,

Erin Sweeney, CMCA Julie Wilson, CMCA, AMS, PCAM

Conference Committee Chairpersons


SCHEDULE OF EVENTS CA DAY 2011 Thursday, October 13 Start Time End Time 8:00 am 2:00 pm 3:00 pm 4:00 pm 4:00 pm 4:30 pm 6:00 pm

2:00 pm 4:00 pm 4:30 pm 5:30 pm 5:30 pm 5:30 pm 10:00 pm

Function Golf Outing Early Registration General Session 1 Exhibitor Visits Casino Set up LAC Meeting Reception/Dinner/Casino

Room Offsite

Description Casual Group

Congaree B Prefunction

Congaree A Congaree B Lexington Capital Room Lexington

Ask the Expert (panel) Visit with Vendors Faux Casino Event Legislative Action Committee Dinner & Gaming

Friday, October 14 Start Time

End Time



7:30 am 8:30 am 8:00 am 8:00 am 8:00 am 9:00 am 10:00 am 10:45 am 11:15 am

9:30 am 9:00 am 2:00 am 9:00 am 9:00 am 10:00 am 10:45 am 11:15 am 12:15 pm

12:30 pm 1:00 pm 2:00 pm

1:00 pm 2:00 pm 3:00 pm

Congaree B Prefunction Capital Room Congaree B Congaree A & B Newberry Congaree A Congaree A Congaree A Calhoun Capital Newberry Congaree A Congaree B Calhoun Capital Newberry

2:15 pm 3:00 pm

3:00 pm 3:30 pm

Registration First-timer Orientation Exhibit Hall Open Continental Breakfast Large Scale Mgr Forum Keynote Presentation Legislative Update Chapter Annual Meeting ABC’s of Collections Adrift in Cyber Space Effective Board Orientations Luncheon Visit with the Exhibitors Dealing with the Lunatic Fringe To Amend or Not to Amend Emergency Recovery Program Exhibitor Breakdown Closing Ceremony

Congaree A

Description Registration Orientation Networking Roundtable Discussions Habits & Communication LAC Presentation Annual Meeting/Election

Lunch Exhibits

Closing/Prizes, etc.

Note: Room assignments are subject to change. Signage will direct participants on conference day. All presenters are volunteers and have developed their courses on their own time and have incurred all expenses of sharing their knowledge and expertise without reimbursement. Managers can earn points toward certification and designations for all Thursday and Friday events.



DoubleTree by Hilton 50 - 8ft Tables

Congaree B



36 Total Asphalt


GAB Robins

Berman & Wright

The Cason Bradley Company




No entry

Congaree Prefunction A

 To Rear Parking

5 Door



Community Assoc. Insurance Gold Crown Management Turner Padget Graham & Laney


Mutual of Omaha

Phoenix Landscape


JL Pressure Washing

A&I Fire & Water Restoration Sizemore, Inc. Rogers Townsend Association Reserves Athens Publishing People's Underwriters


SouthData, Inc.

Forever Green Miller Dodson Associates Southcoast Exteriors Sentry Management


Reserve Advisors


Quality Lakes


Door  Restrooms Breakouts

HomeTeam Pest Defense





US Lawns


Criterium Engineers


Becht Engineering




AlliedBarton Security


Alliance Assoc. Financial Services



Best Exterminating



Hidden Wounds




The Budd Group








BB&T Association Services



Watkins Services Watkins Services






BB&T Puckett, Scheetz & Hogan



Optimal Oursource

Airwall between A and B





CINC Systems

Congaree A


IPM Corporation


Resort Partners


Design Management Associates

Saluda Hill, Inc. zumBrunnen, U.S. Security AAPCO Group Inc. Associates

Registration Goody Table


Congaree Prefunction B


South Carolina Chapter CAI



EXHIBITOR LIST Space 1 - Smartstreet Space 2 - GAB Robins Space 3 - Berman & Wright Space 4 - The Cason Bradley Company Space 5 - Reserve Advisors Space 6 - Quality Lakes Space 7 - HomeTeam Pest Defense Space 8 - US Lawns Space 9 - Becht Engineering Space 10 - Alliance Association Financial Services Space 11 - South Carolina Chapter CAI Space 12 - The AAPCO Group Space 13 - U.S. Security Associates Space 14 - zumBrunnen, Inc. Space 15 - Saluda Hill, Inc. Space 16 - Design Management Associates Space 17 - Forever Green Space 18 - Miller Dodson Associates Space 19 - Southcoast Exteriors Space 20 - Sentry Management, Inc. Space 21 - Criterium Engineers Space 22 & 23 - Watkins Services Space 24 - Optimal Oursource Space 25 - CommunityPLUS

Space 26 - CINC Systems Space 27 - IPM Corporation Space 28 - Resort Partners Space 29 - A&I Fire & Water Restoration Space 30 - Sizemore, Inc. Space 31 - Rogers Townsend Space 32 - Association Reserves Space 33 - Athens Publishing Space 34 - People's Underwriters Space 35 - SouthData, Inc. Space 36 - Total Asphalt Space 37 - AlliedBarton Security Space 38 - Best Exterminating Space 39 - Hidden Wounds Space 40 - The Budd Group Space 41 - BB&T Association Services Space 42 - BB&T Puckett, Scheetz & Hogan Space 43 - SealMaster Space 44 - Community Association Insurance Space 45 - Gold Crown Management, Inc. Space 46 - JL Pressure Washing Space 47 - SERVPRO Fire & Water Cleanup & Restoration Space 48 - Turner Padget Graham & Laney Space 49 - Phoenix Landscape Space 50 - Mutual of Omaha Community Association Banking


CONFERENCE SESSION DESCRIPTIONS Thursday, October 13 4:30-5:30 pm Legislative Action Committee Meeting The South Carolina Legislative Action Committee (SC-LAC) will convene to discuss the 2011 legislative session and determine expectations and strategies for the next session. All CAI members are welcome to attend. The conference registration form requests indication of attending this meeting in order to adequately prepare seating. Note: This is not the Legislative Update, which is scheduled in Friday’s line-up. Friday, October 14 8:00-9:00 am Lowcountry Large-Scale Manager Committee Meeting Within the South Carolina Chapter CAI, is the Lowcountry Large-Scale Manager Committee (LCLSM), which meets quarterly in person and exchanges information and ideas via an informal ListServe as needed. Although designated as “Lowcountry,” any manager or executive staff involved in a LargeScale community is welcome to be a member. Participants of this meeting will conduct a roundtable discussion on topics of interest in managing and serving the state’s largest communities. Conference participants interested in attending are asked to indicate their attendance on the conference registration form. Friday, October 14 First-Timer Orientation

8:30-9:00 am

For participants who are attending the South Carolina Chapter Annual Conference for the first time, this is an opportunity to meet more seasoned members and attain insight into maximizing conference activities and more globally, CAI member benefits. Friday, October 14 Legislative Update

10:00-10:45 am

Members of our state Legislative Action Committee (LAC) will be on-site to provide a review of the 2011 Legislative Session and the work by the LAC and the lobbying team on behalf of community associations. The presentation will include discussion of the Manager Certification Act that was introduced earlier this year and the expectations that will affect professional community managers. There has also been activity with federal regulations that will be explained. Friday, October 14 10:45-11:15 am South Carolina Chapter CAI Annual Meeting & Board Member Election Chapter President, Elijah Jones will deliver the State of the Chapter Report to the membership during the Annual Meeting. Chapter Secretary, Beverly Griffin and Chapter Treasurer, Holly Golden will present previous annual meeting minutes and financial reports respectively. Each year the Chapter seats three members to the Chapter Board of Directors commencing on January 1 of the upcoming year. Each director will be elected to a 3-year term. The Nominating Committee will present its slate of nominees to the membership.


Friday, October 14 9:00-10:00 am Keynote Presentation – Habits & Communication Featured Speaker: Craig Huntington – Alliance Association Financial Services

Craig has combined two of his most popular keynotes for a customized presentation for our conference attendees. This interactive and energetic program will discuss the habits of association leaders, whether they are board or committee members or professional managers. Participants will learn to identify and change poor habits and communication styles that are inhibiting them in their respective roles. Participants will leave with get great tips on incorporating more effective and efficient ways to accomplish business for the benefit of the community associations they serve. Craig began his career in association management in 1980 when he founded a full service property management company specializing in homeowner association management in Southern California. He has served as president of the Channel Island Chapter of CAI and has served on the Board of Directors for the Nevada, Central Arizona and Utah CAI Chapters. Craig is a well-respected and distinguished industry and motivational speaker, an author and has performed managerial, leadership and motivational presentations the past 20 years in more than 15 states. Craig is president of Alliance Association Financial Services, a division of Bank of Nevada that provides services designed for homeowner associations and management companies. Prior to joining Alliance Association Financial Services, Craig was President and founder of Community Association Banc. He received his Bachelor of Science degree in business from Oregon State University in 1972 and currently resides in Las Vegas, Nevada. Friday, October 14 11:15-12:15 pm Concurrent Breakout Sessions ABC’s of Collections: From Procedure to Foreclosure. More than ever, community association leaders and managers are having to deal with increasing assessment delinquencies. The board members have a fiduciary duty to collect assessments from all members. How they do so requires that collection policies be in place so that it is clear what process is utilized. Even with a policy in place, it is prudent that it be reviewed to ensure that it is enforceable, legal and fair. With the decline in the economy, some associations are finding it necessary to add flexibility in their collection procedures such as terms and penalties. There is a wide variety of such policies from community to community, but within a community, whatever policy is in place should be consistently applied to all members. This session will detail the considerations when developing and adopting or revising collection policies and provide guidance on the important steps that should be taken or avoided. The presenter will describe the role of an attorney and the courts, the foreclosure process and what occurs if the debtor files a bankruptcy. Shaun Cranford was born and raised in Myrtle Beach, South Carolina. He graduated from Clemson University, with Bachelor Degrees in Political Science and Communications. He received his Juris Doctorate from the University of South Carolina School of Law. After law school, Shaun clerked for the Honorable James C. Williams, Jr., Cheif Judge of the First Judicial Circuit. The majority of Shaun’s practice areas include the representation of Community and Homeowners Associations. Shaun has assisted Associations with all of their legal needs; including collections, covenants enforcement, document drafting and amending, serving as a general counsel, and litigation. Shaun and his wife Allison currently reside in Columbia, South Carolina.


Adrift in Cyberspace: Navigating Association Perils in our Connected World. What you don’t know CAN hurt you. Like any other business, community associations can be vulnerable to threats and theft created by the use of our technology. This session will provide an overview of specifically what the threats are and the exposure for individuals and companies, how to manage cyberspace liability, and what protective measures can be taken to protect intellectual property and data. The presenter will also relay what decisions are being made in the courts with community associations and cyberspace cases as well as insurance coverage options available. Erin Sweeney has been in the community association industry for many years. He is co-founder of Community Management Solutions, a management company in Kentucky. Erin is now an account representative with Mutual of Omaha Community Association Banking serving South and North Carolina. Erin is very active in both chapters and for South Carolina he took on the Chairmanship for the 2010 Conference Committee. He has earned the CMCA credential from NBC-CAM. Reach Erin at (704) 574-6128 or Effective Board Orientations: The Key to Making Your Life as an Association Leader or Manager More Tolerable. “ You’re only as strong as your weakest Link” applies to association board members, committees, managers and staff. Associations should empower their leadership with knowledge and skills to make their jobs easier and make them effective and efficient. This session will teach participants how to develop board member training programs that are comprehensive without being too cumbersome. The presenters will discuss which topics should be included in board member orientations, including helping the boards understand the associations governing documents, policies, and rules and regulations. Participants will also be advised of the myriad of resources available for self-instruction. Elaine Fowler has been with Turner Padget Graham & Laney since graduating from law school in 1975. She was one of the first 100 women attorneys to be licensed in SC, and was elected as the first female president of the South Carolina Bar. Elaine’s practice currently focuses primarily on representing lenders and developers in commercial real estate development and finance transactions; property owner associations and private clubs, hotel and condominium owners and development and management groups; businesses involved in mergers and acquisitions; and the formation of corporations, partnerships and limited liability companies. Elaine is actively involved in her community and has served for several years on the Sullivan’s Island Planning Commission. In addition to serving on the South Carolina Bar Foundation Board of Directors, Elaine served in 2010 on the American Red Cross Clara Barton Steering Committee and is a member of Women Making a Difference, having served on its Grants Committee. She is also a member of a steering committee for a South Carolina Alliance for Women project. Bar admissions include the South Carolina Bar, US District Court (District of SC), US Court of Appeals (4th Judicial Circuit) and the US Supreme Court. She earned her BA at Mary Balwin College and her JD at University of South Carolina. Elaine can be reached at (843) 576-2800 or John Thompson's early work experience was in construction related fields, and in 1986 he founded the first full service home inspection company in central Virginia. Selling that company in 1999 and moving to the Florida Keys, John was restless and desirous of a second rewarding career in a field with little pressure, the freedom to be his own boss, and customers that were always happy with the product they purchased, so he selected as his second career, the Community Association Management Industry. For the past 12-years John has not been disappointed, and for the past 6-years has served as the Executive Director of Seabrook Island Property Owners Association, a 3,000 acre gated community near Charleston, with 2,600 properties and a full compliment of amenities. At Seabrook Island, John juggles a staff of 45 dedicated co-workers, as well as a 12-member Board of Directors, 10 Committees, 2 sub-committees and 5 task forces. John Graduated from Ferrum College in 1983 with a Bachelor's Degree in Entrepreneurship, and has recently earned a Graduate Certificate in Project Management from the Citadel. John is also the current Chairman of our CAI SC Legislative Action Committee, and when not working or enjoying his family can occasionally be found chasing a little white ball around neatly trimmed fairways.


Friday, October 14 2:00-3:00 pm Concurrent Breakout Sessions Dealing with the 2% Lunatic Fringe. You come into work at 8am and are ready to tackle your long list of to-do’s from the previous day. You get your first phone call of the morning and it’s that angry, heated, obnoxious, crazy, irate, bullying homeowner that just doesn’t understand why he’s being targeted. Let’s take a step back and remember to Listen, Learn and Respond. In an ideal world we want to help the homeowner to understand their responsibility and become proactive in their community. We want our Boards to act reasonably and to think of solutions for homeowner conflicts? During this workshop, we will be using improvisational games, key conversational phrases and the principle of HEAT to turn the bullying homeowner into our ally. Just try to Hear them out, Empathize, Action, Take care of them. Amanda Masterpaul is a community manager with Gold Crown Management, Inc. in Myrtle Beach, SC. She holds the CMCA and AMS designations. She is a member of the Palmetto Communities magazine committee and served on the organizational committee for CA Day 2009. She has an extensive background in dramatic arts and improvisation and has given numerous presentations on how to implement theater as a tool for social change and a resource for skills training. She received her Bachelor of Arts in Theatre and Certificate of Graduate Study in Women’s Studies from the University of South Carolina, Columbia. You can reach Amanda at 843-445-6007 or by email at John K. Reyelt is the President and Chief Executive Officer for Gold Crown Management, Inc. in Myrtle Beach, SC. Mr. Reyelt is a Certified Hotel Administrator (CHA) by the American Hotel & Lodging Association, an Association Management Specialist (AMS), a Certified Manager of Community Association (CMCA) by the National Board of Community Association Managers, and a Professional Community Association Manager (PCAM) by the Community Associations Institute and is a Registered Resort Professional (RRP) by the American Resort Development Association. Mr. Reyelt has over forty years of experience in hospitality, community/HOA management and development management. Mr. Reyelt is a graduate of The Cornell University School of Hotel Administration and is a member of the Cornell Hotel Society. He has been a panelist and speaker for seminars hosted by the American Resort Development Association and the Community Association Institute. You may reach John at 843-445-6007 or by email at

To Amend or Not to Amend: Top 10 Provisions That All Governing Documents Should Have: A community association’s governing documents are its Bible but sometimes do not serve their members well if there are omissions in content. For older community associations, it is likely the governing documents were drafted by the developer and may no longer fit the community. Good governing documents must not contain provisions that are contrary to state or federal law or regulations and it is crucial that they contain a key set of provisions. Some governing documents may have language that ties the hands of the board of directors. The presenter will share the provisions that should be present and teach the participants items and language to avoid. Ryan McCabe is an attorney with Rogers Townsend & Thomas in Columbia, SC. He has assisted multiple homeowners associations and community associations with developer transition negotiations, including drafting covenants, bylaws, and transaction agreements. He also handles issues that involve litigation of collections and covenant enforcements. Ryan has extensive experience in the construction industry. Prior to practicing law, he was a trade contractor working in the EIFS (USG system certified), stucco, plaster, drywall, and acoustical ceiling industries. He holds a South Carolina Residential Specialty Contractors License. Ryan is a South Carolina Circuit Court Arbitrator. Reach Ryan at (803) 771-7900 or


Emergency Recovery Program: Like it Never Happened速. Most communities in South Carolina, especially in the Coastal regions, hold their collective breath during hurricane season, but there are many other disasters that can strike. Does your community have an Emergency Recovery Program? Having a plan to recover before an event will make the process smoother and likely less costly. Communities with commercial enterprises should be encouraged to participate in establishing a recovery plan as well. Participants will come away with detailed information on how to start the planning process and key elements of what a customized emergency recovery plan should contain. Mike Webb is a Disaster Recovery Consultant and Director of Marketing for SERVPRO of Pickens County and South Greenville County, in upstate SC. He has been instrumental in developing Emergency Ready Profiles for various Businesses in the upstate of SC. He is now working with Community/Property Management Companies both residential and commercial to develop the profiles/plans needed to ensure that any community that suffers manmade or weather related damages has the resources to recover quickly, thereby minimizing collateral damage. Mike is also part of the SERVPRO Storm Response Teams here in the Carolinas and has participated in floods and wild fires in Georgia, Tennessee and South Carolina in the past two years. He and the SERVPRO Offices he represents are members of the South Carolina Emergency Management Association with its command center in Columbia, SC. His latest educational presentation on Emergency Ready Profiles was to the International Facility Managers Association (IFMA) held at the Michelin plant on July 14, 2011. Your local SERVPRO consultants stand ready to assist community managers develop their ERP (Emergency Ready Profile) on request. There is no cost for this service. Friday, October 14 Closing Ceremony


We will close out our 2011 Annual Conference & Tradeshow with prize drawing for educational resources provided by the Chapter and service providers who have items to give away.


ANNUAL CHAPTER SPONSORSHIPS Our Annual Chapter Sponsors ensure that we can provide quality educational and networking programs to our members throughout the year. Please give them the opportunity to provide information about their products and services for your communities.








SESSION INTRODUCTION SPONSORS We strive to make your conference experience educational, fun and comfortable. Our sponsors make much of this possible by providing funding to purchase items for conference participants. Fresh Water

Badge Sponsor

Registration Sponsor

Goody Table Sponsor

Tote Bag Sponsor

Portfolio Sponsor

Our session sponsors make a big difference in our being able to provide quality education at reasonable rates.


Thursday Ask the Experts

First-Timer Orientation

Continental Breakfast


Annual Meeting

Legislative Update

Morning Breakout Sessions


Afternoon Breakout Sessions

Dessert Break

Large Scale Manager Forum

Closing Ceremony

FAUX CASINO LAND CRUISE SPONSORS A tradition for several years connected with our Annual Conference & Tradeshow has been a social event of some sort. It’s proven and nice way to meet peers, potential clients, potential service providers who have so much in common in a casual and fun atmosphere. Many thanks to our Faux Casino Land Cruise sponsors: The Skipper

Floating Cocktail Lounge

Galley Sponsors Mikell, Weidner, Wegmann & Harper, LLC

Black Jack Sponsors

Black Jack Sponsors (Seven Tables)

Craps Sponsors



Diamond Dessert

Chris Yarbro Construction Printing Sponsor

Moore Johnson & Saraniti

Security Sponsor


ANNUAL MEETING & ELECTION 2012 Introductions: Kati Segar, Executive Director State of the Chapter: Elijah Jones, Chapter President Secretary’s Report & 2010 Annual Meeting Minutes: Beverly Griffin, Chapter Secretary Treasurer’s Report: Holly, Golden, Chapter Treasurer Annual Election Proceedings: Beverly Griffin, Chapter Secretary For 2012, there is a two-part slate because the current Chapter Board of Directors voted to change the bylaws to reflect an 11-member board of directors, rather than 9 members. The three nominees for 3-year board positions as replacing vacating positions are: Elijah Jones Erin Sweeney Lee Shelton

Manager Category Business Partner Category Community Volunteer Category

The two nominees to expand the board of directors are: Pat O'Dea Wilson Bruce

Business Partner Category 3-year term Manager Category 2-year term

The slate above will be presented to membership at the Annual Meeting on Friday, 10/14 at 10:45. Nominations from the floor are entertained at this time. Should there be any, we would establish a quorum and conduct a written ballot to include the nominee, if successful. If no nominations are made, the Secretary of the Chapter will cast a unanimous vote for the Slate of Nominees as recommended by the Nominating Committee and the new board members will be duly elected. Two other members have recently been appointed to fill vacated positions that will expire at the end of 2012. The appointees are: Rob Barlow Elaine Fowler


Manager Category Business Partner Category

2011 BOARD OF DIRECTORS Elijah Jones, CMCA, AMS Chapter President SonShine Management Systems, Inc. 1340 Celebration Boulevard, Suite C Florence, SC 29501 Ph: (843) 673-0790 Fax: 673-0890 Email: Member Category: Manager Term Expires: 12/31/2011

Craig Fenstermaker, CMCA, AMS, CIRMS Chapter President-Elect IMC Resort Services, Inc. 2 Corpus Christie Place, Suite 302 Hilton Head Island, SC 29928 Ph: (843) 785-4775 Fax: (843) 785-3901 Email: Member Category: Manager Term Expires: 12/31/2012

Holly Golden, CPA Chapter Treasurer Robinson Grant & Company, P.A. Post Office Drawer 29959 Hilton Head Island, SC 29925 Ph: (843) 682-6410 Fax: (843) 342-5180 Email: Member Category: Business Partner Term Expires: 12/31/2013

Bertina Floyd Night Harbor Homeowners Assoc., Inc. 319 Night Harbor Drive Chapin, SC 29036 Ph: (803) 345-1051 Email: Member Category: Community Volunteer Term Expires: 12/31/2013

Beverly Griffin Chapter Secretary 3701 Otter Street Myrtle Beach, SC 29577 Ph: (843) 333-8326 Email: Member Category: Community Volunteer Term Expires: 12/31/2013

Steve Peck, CMCA, AMS Chapter Vice President Community Management Group, LLC 349 Folly Road, Suite 2B Charleston, SC 29412 Ph: (843) 795-8484 Fax: 795-8482 Email: Member Category: Manager Term Expires: 12/31/2011

Ken Groff Beacon Insurance Group, Inc. Post Office Box 2045 Bluffton, SC 29910 Ph: (843) 706-3690 Fax: 706-3691 Email: Member Category: Business Partner Term Expires: 12/31/2011

Elaine Fowler Turner Padget Graham and Laney P.A. PO Box 22129 Charleston, SC 29413 Email: Member Category: Business Partner Term Expires: 12/31/2012

Rob Barlow K.A. Diehl, AAMC 11740 Highway 17 Bypass South Murrells Inlet, SC 29576 Email: Member Category: Manager Term Expires: 12/31/2012

Kati Segar Chapter Executive Director Synergy Management Services 74 Alyson Lane Rockwood, TN 37854 Ph: (877) 430-2493 Email:


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