FRIDAY EDUCATION SESSIONS

Session One:  12:30 – 2:00 PM

Everything You Probably Never Knew About Building Façade Repairs

Lead Speaker: Christopher Carlson, PE, Carlson Structural Engineering, Inc.

A sequel to the well-received presentation on building facade maintenance from the 2023 C&E. Topics will include masonry repointing and brick replacement, siding replacement, EIFS repairs and replacement, concrete repairs, curtain wall repairs, and window leak repairs.  Gain a better understanding of the methods and materials used to make repairs to the most common facade systems.

Come Aboard – Setting up New Clients for Success

Lead Speakers: Katheleen Machado, Esq., and Kelly Zook Sweeney, Esq., Rees Broome, PC

A session focused on the legal and managerial aspects of onboarding new clients that explores many critical aspects of picking up a new client (or maintaining existing clients) and getting them set up for success.  Promote functionality and health in client relationships and know the potential legal and practical consequences for a failure to onboard properly. 

Money Management - Using Financials to Manage Effectively – Part A

Lead Speakers: Scott Burka, CMCA, AMS, PCAM, EJF Real Estate Services, Inc.; Anne M. Sheehan, CPA, The Goldklang Group, CPAs

This session is a unique opportunity:  A comprehensive overview of community association financial management and will address the following topics:

·        Accounting Methods

·        Financial Statement Basics

·        Financial Statements and the Budget

·        Things to Watch

·        Fiduciary Responsibilities

·        Investments

Session Two:  2:30 – 4:00 PM

Reserve Funding:  Planning, Requirements, and Implementation 

Lead Speaker: Michelle Baldry, PE, RS, Reserve Advisors

In light of CAI’s recently revised reserve standards, this session will address reserve requirements and funding Best Practices.  What revisions were made and why?  Learn how to read a funding plan and the different methodologies in creating one.  Need to know about your jurisdiction’s requirements, the role of Fannie and Freddie, how insurance carriers use reserve studies and more!

Insurance:  To Bid or Not to Bid

Lead Speaker: Jessica M. Knutsen, CIC, CIRMS, EBP, USI Insurance Services

What’s the best way to approach the insurance market?  This session will establish Seven Best Practices to bid insurance for a community association.  Develop a practical checklist that can be used for your next insurance renewal to save time in completing insurance applications and identifying the necessary tools to determine if your policy needs to be sent out for bid.

Money Management - Using Financials to Manage Effectively – Part B

Lead Speaker: Scott Burka, CMCA, AMS, PCAM, EJF Real Estate Services, Inc.; Anne M. Sheehan, CPA, The Goldklang Group, CPAs

Attendees of the Money Management course should plan on staying for both sessions to gain maximum benefit from the material presented and take advantage of the built-in Q&A periods.