Presenting Sponsors 
Schedule at a Glance: 8:30 AM Registration & Hot Breakfast Buffet 8:55 AM Welcome 9:05 AM Session I: Serving with Care: Fiduciary Responsibilities, Legal Risk & Smart Governance 10:00 AM Break 10:05 AM Session II: Building Healthier Communities: Practical Strategies for Integrating Wellness into Community Associations 11:15 AM Event Ends Session: Board Member Conduct & LiabilityServing on an association board comes with serious legal and ethical responsibilities, and fiduciary duty sits at the center of them all. In this interactive session, attorney Jonathan H. Katz, Esq. of Becker & Poliakoff will break down what fiduciary duty means for board members and how it applies to real-world governance, decision-making, and oversight.
Attendees will explore the core duties of care, loyalty, and obedience; common pitfalls that expose boards and associations to liability; and best practices for acting in the association’s best interest, even in challenging or contentious situations. Through practical examples, audience discussion, and live Q&A, this session is designed to demystify fiduciary duty and empower participants to serve with confidence and clarity.
Come prepared with your questions—this is a conversation, not a lecture. Presenter: Jonathan H. Katz, Esq., Becker & Poliakoff Session: Building Healthier Communities: Practical Strategies for Integrating Wellness into Community AssociationsHealth and wellness are no longer “extras” in community living, they are essential components of vibrant, resilient associations. This session explores practical, cost-effective strategies for embedding wellness into your community’s culture, amenities, and programming. From activating common spaces and fostering social connection to supporting mental well-being and promoting healthy lifestyle initiatives, attendees will gain actionable ideas that boards and managers can implement immediately. Whether your community is large or small, urban or suburban, this talk will provide a roadmap for creating environments where residents not only live, but truly thrive.
Presenter: Matt Wright, Clearview Washing LLC
Are you a member? Be sure to sign in before you register to receive your member discount on your event registration. Register Early & Save Don’t miss out! Register by February 4, 2026 for Early Bird Savings and enjoy $20 off the regular registration fees below. Not a member? Join today and save again - Members save $70 on registration fees for this event. Registration Fee: CAI Member Managers - $69; Non-members - $139 CAI Member Homeowners - $49; Non-members - $119 CAI Member Business Partners - $79; Non-members - $149 Payment for event registrations is expected at the time of registration.
Managers attending this program for continuing education will only be awarded credits for those sessions you attend. Managers who leave the program early will not receive the full continuing education credits for this program.
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 267-367-5474 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 (2) 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.
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