SUMMER / AUTUMN 2020 · 2020. 8. 20. · David Chesky The Falcon Group: Engineers, Architects & Reserve Specialists Josephine Wolf, Esq. Clemons Richter & Reiss, P.C. Do you avoid

SUMMER / AUTUMN 2020

We are pleased to present this CAI Education Course Catalogue, Summer / Autumn 2020 edition to you. Contained herein is a comprehensive list of every educational opportunity provided by the Pennsylvania & Delaware Valley Chapter of CAI for the second half of 2020.

In July, the chapter Board of Directors voted to make the remaining events in our 2020 calendar virtual. With the exception on the Mary Ann McNulty Memorial Golf Classic, all educational and networking events for the remainer of the year will be conducted virtually. We appreciate your understanding and support during this challenging time.

While every effort has been made to ensure accuracy in the catalogue, 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.

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 CMCA® 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.

To register to attend any program, visit us on the web at: www.cai-padelval.org. 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

610.783.1315 (phone) | 610.783.1318 (fax)

877.608.9777 (toll-free)

EDITOR-IN-CHIEF

Tony Campisi

MANAGING EDITOR

Michael Shaw

CHAPTER OFFICERS

CHAPTER PRESIDENT

Gregory D. Malaska, Esq. Young & Haros, LLC

PRESIDENT-ELECT

Jonathan H. Katz, Esq. Hill Wallack, LLP

VICE PRESIDENT

Nicole Skaro The Falcon Group:

Engineers, Architects & Reserve Specialists

TREASURER

David Dahan, Esq. Hyland Levin Shapiro, LLC

SECRETARY

Suzanne Mark Saw Creek Estates

IMMEDIATE PAST PRESIDENT

Cathleen Dunn, CMCA, AMS, PCAM A Pocono Country Place POA

CHAPTER DIRECTORS

Lynne Hartmann, CMCA, AMS, PCAM Associa Mid-Atlantic, AAMC

Joyce Sachs 1219 W. Wynnewood Association

Barbara Saxton, CMCA, AMS, PCAM The Galman Group

Maria Elena Solis, CMCA, AMS PENCO Management Co., Inc.

Brendan Whelan, CIRMS Smith Insurance Associates

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

FIND US ON THESE SOCIAL NETWORKS

Summer / Fall | www.cai-padelval.org | 2

Summer / Autumn | www.cai-padelval.org | 3

PRESENTED BY

Communicating in a Crisis:

People, Properties, and

Peace of Mind

Managing a disaster or crisis

requires having a strategy in place

— before the emergency strikes.

A proactive approach with leaders

who are knowledgeable, confident

and prepared is essential. After all,

the reputation of your organization

and its stakeholders are on the line.

Susan Young, an award-winning

visibility strategist, is a former

radio news reporter with 30+ years

of experience in news and

communication.

Attendees will learn

• How to Communicate Difficult News …

Again

• The #1 Way to Bridge Communication

Gaps in Stressful Times

• 7 Ways to Improve Internal and

External Communication

About Susan Young Susan is an award-winning visibility

strategist. She is a former radio news

reporter and on-air anchor. Susan served as

Deputy Director of New Jersey Governor

Christine Todd Whitman ’s Office of Radio &

TV and was PR director for a statewide

nonprofit. In 2000, Susan

founded Get in Front

Communications, Inc. The

company provides online and

in-person trainings for

professionals and executives.

Susan is one of the ‘Top 75

Badass Women on Twitter. ’


7 | www.cai-padelval.org | Summer / Autumn

WEDNESDAY, SEPTEMBER 9

BREAKOUT SESSION HIGHLIGHTS

• Six (6) education breakout sessions

• Attend the sessions of your choice during the

live event

• Attend remaining sessions in an on-demand

format within 60 days after the live event

• Each session, live or on demand, is worth 1 hour

of continuing education credit.

• Through live and on-demand attendance, along

with the keynote session, community managers

can earn seven (7) continuing education credits.

Please note: community managers must register and

attend the virtual conference, keynote session, live

educational sessions, and on-demand session to

earn all seven credits.

Board Governance Issues:

How to Protect the Board and

Association From Liability

Presenter

David Dahan, Esq. Hyland Levin Shapiro LLP

Learn the formalities

of how to conduct

yourself as a member

of the board. You now wear two

hats - one as an owner and one as a

board member. While you may have

good intentions to make the

community a better place to live,

liability can be lurking around the

corner if you do not have a good

team in place, follow the governing

documents and law and manage the

association as a non-profit busi-

ness. Oh, and that liability may be

personally against you!

Covid Q&A: The New Normal for Facilities Maintenance

Presenters Mike McCullough County Action Restoration

Mike Ryan Adamas Building Services

How do you maintain common facilities, including club houses, fitness centers, pools, game rooms, and other amenities while fighting a deadly pandemic? What are the revised CDC guidelines and how can you best implement them to provide for the safe use of your community associations facilities? This panel discussion will include tips on cleaning and sanitizing facilities, use of a maintenance calendar, and managing the risk associated with their use.

THESE SESSIONS

BEGIN 10:45 AM

END 11:35 AM

PRESENTED BY

THURSDAY, SEPTEMBER 10

Buy the Green Bananas: Invest in Your Community's Future

Presenter David Chesky The Falcon Group:

Engineers, Architects & Reserve Specialists

Josephine Wolf, Esq. Clemons Richter & Reiss, P.C.

Do you avoid buying green bananas for fear that you might not be around to see them ripen? Fifty-five is young, yet some age restricted communities face the perennial

challenge of convincing owners to fully fund reserves for future capital investments that they might not be around to enjoy.

It Wasn’t Raining When Noah Built the Ark:

How a Pandemic Reminded us that

Preparedness is the Key to Recovery

Presenter

Robyn Colajezzi SERVPRO of Upper Bucks, Germantown

& Pennypack / Bustleton

It wasn't raining when Noah built the ark and

hand sanitizer & toilet paper weren't luxury

items in 2019. This session will explore

disaster preparedness including flood and fire,

as well as the current COVID-19 crisis. You’ll

learn valuable, life-saving information for

your communities and homes; as well as

specific CDC guidelines on creating an

Infectious Disease Protocol.

THESE BEGIN END SESSIONS 12:45 PM 1:35 PM


COVID Q&A:

Creating A Community Budget

Presenters

Lynne Hartman, CMCA, AMS, PCAM

Associa MidAtlantic, AAMC

Jonathan Katz, Esq.

Hill Wallack, LLP

Brendan Whelan, CIRMS

Smith Insurance Associates

The pandemic has wreaked havoc on

community association budgets. Based

ono current trends and information,

associations will likely need to keep

social distancing in mind

along with strict

disinfecting policies in

place as they prepare

budgets for 2021.

THURSDAY, SEPTEMBER 10

THESE BEGIN END SESSIONS 3:15 PM 4:05 PM

Beyond Routine Maintenance: Roadmap to a Successful Building Envelope Restoration Program

Presenter Allen Roth, PE Joseph B. Callaghan, Inc.

Building envelope damage and water intrusion can cause major disruptions to a condominium's

residents, staff, and maintenance team. When the building envelope damage is beyond routine maintenance and becomes a potential public safety concern, a restoration program greatly benefits and protect the building's investment. There are several key factors to consider when developing a successful building envelope restoration program. Finalizing a comprehensive budget-sensitive program can be challenging and requires a knowledge of the in-situ building envelope

construction. The goal of the presentation is to educate facility managers on various façade building materials, their behavior, and the importance of proper system interface.

VISIT

www.cai-padelval.org/

attend/2020-annual-

conference-and-expo


POCONO MOUNTAINS Friday, September 25, 2020

8:15 AM - 12:00 PM

3 hours continuing education credits

Large Scale Communities Forum

Opening Session

Is Social Media Driving Your Agenda?

Presenters

Greg Zagoren PR Specialist from Saw Creek Estates

Cathleen Dunn, CMCA, AMS, PCAM A Pocono Country Place POA

Second Session

Are We At Fault? Liability in a Post

Coronavirus World

Presenters

Brian D. Deutsch

Risk Management & Safety Consultant Univest Insurance, LLC

Alan Price Young, Esq., CCAL Young & Haros, LLC

Closing Session

Dams Case Study Virtual Presentation

Presenters

Preston Wilson FEMA & the National Dam Safety Program

NEW JERSEY

Wednesday, September 23, 2020 9:00 AM - 10:00 AM 1 hour continuing education credit

Alternate Dispute Resolution for

NJ Community Associations

Presenters Jessica Baker, Esq. Hill Wallack, LLP

Larry Thomas, PCAM Taylor Management Company, AAMC

This seminar will provide an overview of Alternative Dispute Resolution or “ADR.” ADR is required to be offered by all common interest communities in New Jersey. This seminar will detail when ADR must be offered and the different forms ADR may take. This presentation will also address the role of an association’s manager in the ADR process.

This virtual seminar will discuss how ADR is used to provide an efficient, economic, and fair proceeding for disputing parties to reach a mutually acceptable outcome.


NEW JERSEY Mini Trade Show featuring NJ Legal & Legislative Update

Friday, November 13, 2020 8:30 AM - 12:00 PM 1.5 continuing education credits

New Jersey LAC Legal & Legislative Update

Join us online as we review legislation and regulations that became law in the past year and provide an update on legislation pending in the current legislative session in Trenton. Speakers will also review relevant recent case law.

Moderator Jonathan H. Katz, Esq. Hill Wallack, LLP

Presenters George Greatrex, Jr., Esq. Chair, NJ LAC Hill Wallack, LLP

A. Christopher Florio, Esq., Vice-Chair, NJ LAC Stark & Stark

CENTRAL PENNSYLVANIA Reverse Mini Trade Show

Thursday, October 1, 2020

8:30 AM - 12:00 PM

1.5 continuing education credits

Opening Session

Legislative Advocacy: Getting the

Message Out

Hear an update from CAI’s

Pennsylvania Legislative Action

Committee and learn how you can help

amplify CAI’s message in Harrisburg.

Second Session

Silver Linings: Living Through a Global

Pandemic - A Discussion of Lessons

Learned

So much has changed in so short a

time. This panel discussion will do a

deep dive on how community

associations responded to the onset of

a global pandemic and how they have

adapted to a post-coronavirus world.

Presenters

Donna Faith CMCA, AMS PMI

Adam Marcus, Esq. Marcus & Hoffman

Catherine Reuther Criterium Peters Engineers

Ron Unger, CIC, CRM, Educated BP Kochman Insurance


POCONO MOUNTAINS Mini Trade Show

Wednesday, November 11, 2020 8:30 AM - 12:00 PM 1.5 continuing education credits

Opening Session Preparing for an Active Shooter

"It won't happen here." How many times have you heard this from survivors on the news? Fact is, it very well may happen here, so it makes sense to be prepared. This training will provide you and your

staff with the knowledge and skills to ensure survival and minimize the loss of life in the event of an aggressive intruder.

Presenter David L. Peters Trooper Pennsylvania State Police

Closing Session Pennsylvania Legislative Update and Legislative Advocacy Training Session: Getting the Message Out

Hear an update from CAI’s Pennsylvania Legislative Action Committee and learn how you can help amplify CAI ’s message in Harrisburg.

PHILADELPHIA Condo Congress

Wednesday, October 28, 2020

8:30 AM - 12:00 PM

1.5 continuing education credits

Opening Session

Pennsylvania Legislative Update and

Legislative Advocacy Training Session:

Getting the Message Out

Hear an update from CAI ’s

Pennsylvania Legislative

Action Committee and learn

how you can help amplify

CAI’s message in Harrisburg.

Second Session

Lessons Learned: Crisis

Response During a Global Pandemic

Join us for this panel discussion on

how Philadelphia condominium

associations dealt with the pandemic

and how to apply lessons learned to

our preparation for the future. This

session will focus on the increasing use

of technology, managing people flow in

amenities and common areas,

enhanced cleaning procedures and

techniques, and more.

Presenters

Ken Dash Dash & Love

Gary Krimstock, Esq.., CCAL Fineman Krekstein & Harris

Timothy Snowden, CMCA, AMS, PCAM FirstService Residential, AAMC


FALL 2020

MANAGERS SYMPOSIUM

Tuesday, October 13, 2020

8:00 AM - 1:45 PM

3 continuing education credits

Opening Session

Civility Isn’t Dead To foster a climate of mutual respect and

help community residents to explore areas

of common ground despite their

differences, CAI is encouraging all

community associations to adopt a newly

developed Civility Pledge to support the

people who live and work in the millions of

homeowners associations, condominiums,

and housing cooperatives worldwide.

Micro Session I: Work / Life Balance

Why do we need a clear differentiation between the two? Certain times require our focus to shift from work to our everyday lives and vice versa. Let ’s work towards a work life BLEND. It ’s not about weathering the storm. It ’s about learning to dance in the rain.

Presenter Ryan Fleming JGS Insurance

A representative from CAI ’s Government &

Professional Affairs Department will discuss

the importance of civility and how CAI ’s newly

developed Civility Pledge will serve as a model

for community associations to foster a climate

of open discussion, mutual respect, and toler-

ance between residents, guests, board and

committee members, community association

managers, staff members, business partners,

and contractors.

Presenter Representative from CAI’s Government & Professional Affairs Department


Breakout Sessions

Mock Trial: How to Prepare for a Deposition

Depositions tend to be a stressful experience for many witnesses. With proper preparation and an understanding of how to handle the questions posed and tactics used by your adversary, you will worry far less and get through it just fine. During this presentation, we will cover topics to give you the tools you need to handle your deposition like a professional.

Presenter Jim McEvilly, Esq. Marcus & Hoffman

Closing Session:

Lessons Learned -

How We Navigated

COVID-19

Join our panel of

managers to learn and

share stories about how

managers, boards, and

community associations

have rallied together to

navigate the most challenging moment in modern

history. Come prepared to share your stories!

Presenters

David Ingegneri CMCA, AMS, PCAM Big Bass Lake

Community Association

Suzanne Kulliver Access Property

Management, AAMC


Micro Session II: Electronic Voting

As a result of COVID-19 related stay-at-home-orders and public gathering restrictions, associations have been forced to operate by written and electronic means. Boards have sought to take advantage of electronic voting technologies. This seminar will explore and analyze the authority of associations to conduct electronic voting, as well as the amendments or resolutions necessary to prevent procedural challenges.

Presenter Stefan Richter, Esq, CCAL Clemons Richter & Reiss, P.C.

From Gibberish to Genius: Understanding Key Legal & Insurance Terms

When it comes to confusing jargon, insurance coverages, options, and terminology may seem daunting. but it doesn ’t have to be. Join us for this session that will cut away the gibberish and make it all make sense.

Presenters Robin Barlow, CIRMS PeopleFirst Property & Casualty

Matthew C. Collins, Esq. Stark & Stark

Managers — Earn one hour continuing

education credit for attending a CAI Webinar.

Visit www.cai-padelval.org/events/ for

additional information and to register to attend.

UNDER THE COVERAGE:

INSURANCE POLICIES Q&A Wednesday, August 19, 2020 | 12:30 - 1:30 PM

speaker: Brendan Whelan, CIRMS Smith Insurance Associates

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.

LEGAL ABCs FOR HOAs Wednesday, October 21, 2020 | 12:30 - 1:30 PM

speaker: Carl N. Weiner, Esq., CCAL Hamburg Rubin Mullin Maxwell & Lupin. P.C.

If you’re new to homeowner

association living, governance, or

management or if you’d just like a

refresher, join College of Community

Association Lawyers fellow Carl N.

Weiner, Esq., CCAL as he walks you

through the legal ABCs for HOAs.

You’ll leave with a solid foundation

in the legal basis for the community

association housing model, an

understanding of Pennsylvania and

New Jersey law respecting HOAs,

and a working knowledge of key

legal terms.

Learn from Anywhere.

CAI’s catalogue of on-demand

remote learning programs allow

you to attend pre-recorded one

hour educational sessions

anywhere you have an internet

connection. Earn one hour

continuing education credit for

attending our on-demand

webinars.

Get started at:

www.cai-padelval.org/

attend/webinars/

#ondemand


Documents

SUMMER / AUTUMN 2020 · 2020. 8. 20. · David Chesky The Falcon Group: Engineers, Architects & Reserve Specialists Josephine Wolf, Esq. Clemons Richter & Reiss, P.C. Do you avoid