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 2024 Spring Managers Symposium

All community association managers are invited to CAI's annual Spring Managers Symposium. Reconnect with colleagues, visit with sponsors, and earn 4 continuing education credits from a variety of educational sessions.

Schedule at a Glance

8:00 AM - Registration with Continental Breakfast
8:45 AM - Opening Session: Meeting Martial Arts: The Hard and Soft Approaches to Handling Difficult Meetings and Angry People 
9:45 to 10:15 AM - Micro Session 1:  Fannie & Freddie: Recent Changes to Lending Requirements
10:15 to 10:45 AM - Coffee Break with Sponsors
10:45 to 11:45 AM -
  Breakout Session 1: Managing The Transition: The Role and Responsibility of the Manager in the Transition Process
  Breakout Session 2: Effective Rules Enforcement
12:00 to 12:30 PM - Micro Session 2: Storytelling Session on Building Community 
12:30 to 2:00 PM - Lunch with Closing Session: Where Will They Come From? The Board Member Conundrum

Opening Session: Meeting Martial Arts: The Hard and Soft Approaches to Handling Difficult Meetings and Angry People

Presenter: David J. Graf, Esq., Moeller Graf PC

Micro Session 1: Fannie & Freddie: Recent Changes to Lending Requirements

In July, 2023 Fannie Mae and Freddie Mac released updates to project eligibility standards for condominiums and housing cooperatives. These lender requirements are critically important because Fannie Mae and Freddie Mac support around 70 percent of the mortgage market, according to the National Association of Realtors. This short session will detail the changes to lender questionnaires and requests from lenders for additional documentation under the revised lender requirements, including insurance policies, financial reports and building inspection reports.

Presenter: Tavarious Butts, National Cooperative Bank

Breakout Session 1: Managing The Transition: The Role and Responsibility of the Manager in the Transition Process

Now more than ever, the role and responsibilities of the manager in the association’s critical transition from declarant to homeowner control have become increasingly more important and complex.  This interactive program will focus on the steps all professional managers should, and should not, be taking to fulfill their obligations owed to an association under a management contract, and most importantly, avoid the traps of liability that may result in a misstep.  A “must” program for all managers who are involved in the transition process and looking for both legal and practical tips to achieve a successful transition for the community association.

Presenters : Steven L. Sugarman, Esq., CCAL, Gawthrop Greenwood, P.C.; Gus Rubbo, CMCA, AMS, Founder of CCR Management, Inc.

Breakout Session 2: Effective Rules Enforcement

Presenter: Robert Casullo, Esq., Marcus & Hoffman 

Micro Session 2: Storytelling Session on Building Community 

Come prepared to share your best stories on how you and your association boards have built connections and community. Stories will be shared in small group settings with select attendees asked to share what you've learned in this small groups with the full attendance.

Lunch & Closing Session:  Where Will They Come from? The Board Member Conundrum

It’s fair to say that a well-populated board is key to overall success in terms of establishing policy and affecting positive change for an association.  In these changing times, it becomes more difficult to find board members, let alone have them engaged and participatory (and to help make the life of a manager a bit easier). Recruitment, training and retention of board members has become a major issue across our industry.  We’ll take a look at trends, challenges, tools and process to help you make the most of your memberships and find and keep really solid board members!  And, have them do what they need to do!

Presenter: Paul D. Grucza, CMCA, AMS, PCAM, PDG & Associates Management Consultants 

Registration

Are you a member? Be sure to sign in before you register to receive your member discount on your event registration.

Register before the Early Bird Registration Deadline and save $10 off the regular registration fees below. Not a member? Join today and save again - Members save $70 on registration fees for this event.

Early Bird Registration Rate - register by February 27

CAI Member Managers - $69; Non-members - $139
CAI Member Homeowners -$49; Non-members - $119
CAI Member Business Partners -this event is only open to business partner sponsors. Contact the chapter office if you are interested in sponsoring this event. 

CAI Member Managers - $79; Non-members - $149
CAI Member Homeowners -$59; Non-members - $129

Registrations made onsite, on the day of the event, will be an additional $10 for all regular registration rates listed above.

Not a member? Join today and save on registration fees! CAI Keystone delivers an experience that is much more valuable than the registration fee for events. But if you're registering as a non-member, you're paying significantly more for that valuable experience. Save yourself some dough - join today! If you would like to discuss the benefits of membership, please contact Amanda Henderson at  267-367-5472 or email Amanda@caikeystone.org.

  This course is approved by the Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification. This course will earn managers (4) continuing education credit hours.

Covid-19 Code of Conduct for Events

The chapter has adopted a Covid Code of Conduct for all in person meetings and events. Whenever you register for an event, you agree to abide by the terms of these policies. Click here for the Covid-19 Code of Conduct for Events. By submitting a registration for a CAI chapter program or event, attendees agree to the CAI Communicable Disease Related Hold Harmless, Release, Waiver of Liability, and Indemnity Agreement. Click the link to review the terms of this waiver. You will be required to agree to the terms of this waiver in the event registration checkout process.