Upcoming events

    • 01/01/2020
    • 12/31/2020


    • 01/24/2020
    • 7:30 AM - 6:00 PM
    • Dunwoody Country Club 1600 Dunwoody Country Club Drive, Atlanta, Georgia 30350


    Friday, January 24, 2020
    Dunwoody Country Club

    1600 Dunwoody Club Drive
    Atlanta, Georgia 30350


    7:30am to 4:30pm
    Cocktail Reception to Follow
    4:30 to 6:00pm
    LOTS OF PRIZES!!!!!

    CAI Manager Members- No Charge!
    Future CAI Members
    TWO Sessions: $50 - 6 CE hours
    ONE Session: $25 - 3 CE hours 
    Please Note: Registration will close one week prior to the Education Seminar. Cancellations must be made no later than Friday,January 17,2020, for a refund. A late fee of $25 will be included for all registrations and cancellations on or after January 17. Due to the high demand of education classes, there will be a $25 "no show" fee implemented to anyone that is signed up and does not show the day of.

    SCHEDULE OF EVENTS

    7:00am - 8:55am    Registration & Check-In
         Buffet Breakfast (optional)

    9:00am - 12:00pm  Morning Session - Must choose ONE Session

    Morning Session 1 is SOLD OUT!
    Morning Session 1: 
    Efficient and Effective Community Management

    Guest Instructor:  Thomas L. Willis, AMS, PCAM, Association Bridge, LLC
    OR
    Morning Session 2: Who Insures It, Who Maintains It, Why Is It So Difficult?
    Instructors: Judy Dreher, Community Association Underwriters,
    Brendan Hunter, Esq., Lueder, Larkin & Hunter, LLC and
    Jason LoMonaco, Esq., NowackHoward, LLC

    12:00pm-1:30pm    Buffet Lunch

    1:30pm-4:30pm      Afternoon Session -  Must choose ONE Session
    Afternoon Session 1: Association Members and Business Partners -
     It's not all in the contract

    Instructor: Thomas L. Willis, AMS, PCAM , Association Bridge, LLC
    OR
    Afternoon 
    Session 2: Suit Happens! Collecting & Protecting Your Assets
    Instructors: G. Lanier Coulter, Jr. Esq., Coulter & Sierra, LLC,
    Pat Pou, Esq., Lazega & Johanson, LLC &
    Miye Johnson Yi, Esq., Winter Capriola Zenner, LLC

    4:30pm-6:00pm     Cocktail Reception
           4:45pm & 5:15pm  Lots of Prize Drawings
       6:00pm                    Grand Prize Drawing!!

    *Please choose one morning and one afternoon session.  Managers may also choose to attend just the morning session or just the afternoon session. 

    IMPORTANTAny changes in classes need to be done prior to January 17, 2020. Please notify and email admin@cai-georgia.org. We WILL NOT be able to accommodate any changes after this date.

     Total CE credits possible for the day is 6 CE Hours (unless attending for one session, 3 CE hours). No partial credit will be given per GREC rules.

    EVENT SPONSORS













    Course Descriptions:

    Efficient and Effective Community Management
    Instructor: Thomas L. Willis, AMS, PCAM, Association Bridge, LLC
    The purpose of this course it to identify the management tools, techniques and perspectives professionals can employ to successfully manager community associations, understanding the interrelationships of required actions, stakeholders, and competing interests in order to provide an effective and efficient framework to properly operate while meeting legal and contractual obligations.

    Who Insures it, Who Maintains It, Why is it so Difficult?
    Instructor: Judy Dreher, Community Association Underwriters, Brendan Hunter, Esq., Lueder, Larkin & Hunter, LLC & Jason LoMonoco, Esq., NowackHoward, LLC
    This course will cover the different types of insurance required and recommended for all types of associations. The course will also evaluate the difference between insurance and maintenance requirements in the declaration and Georgia condo act and how obligations for maintenance are used to apportion insurance policy deductibles. It will also cover two case studies, on focusing on a directors and officers liability claim and one focusing on a property damage claim. The managers will be asked questions concerning actions to take, apportioning deductibles, handling insurance proceeds and preventive measures to adopt.


    Association Members and Business Partners - It's not all in the contract
    Instructors: Thomas L. Willis, AMS, PCAM, Association Bridge, LLC
    Identifying and dealing with all the stakeholders involved in the management of community associations can be a challenging task. Covenants enforcement, administration of contracts and compliance with the requirements of law are fundamental management tasks. But is understanding those obligations enough? Conflict is inevitable. To be successful long term, professional managers need go deeper. They must develop the ability to go beyond the letter of the law and covenants, manage conflict, and gain consensus, support and cooperation. They must understand the viewpoints and perspectives of others and operate based on those understandings.

    Suit Happens! Collecting & Protecting Your Assets
    Instructors: G. Lanier Coulter, Jr. Esq, Coulter & Sierra, LLC, Pat Pou, Esq., Lazega & Johanson, LLC, & Miye Johnson Yi, Esq., Winter Capriola Zenner, LLC
    What can we do to minimize the impact of litigation? This course will give students an understanding of the lawsuit and hearing or trial phases of litigation whether association is plaintiff or defendant. It will also discuss common circumstances that can result in lawsuit and practices to avoid them.



      Guest Instructor: 
    Thomas L. Willis, AMS, PCAM,
    Association Bridge, LLC

     Thomas L. Willis, AMS, PCAM is a community association industry leader, consultant, published author and speaker from Silver Spring, Maryland.  Before launching Association Bridge, LLC as his full-time consulting venue in 2018,  Tom was a Vice President for a leading management company in the Washington DC Metro Area for 18 years. In addition to managing a portfolio of clients, he was responsible for onboarding new clients, mentoring managers, providing board training, facilitating very successful developer transitions, complicated budget development and other consulting services.

    Tom is known throughout the country for teaching advanced topics and has previously served on the CAI Washington Chapter Board of Directors.  He was awarded Educator of the Year in 2005, 2006, 2013 and 2014! He was also inducted into the Washington Metro Chapter CAI Hall of Fame in 2014 and has also received the Chapter Appreciation Award, Committee Chair of the Year Award and Rising Star Award. Tom is a member of CAI's PMDP Faculty as an M-100 instructor.

    *These courses have been approved by the Georgia Real Estate Commission for 3 hours/each of Continuing Education credits (CE Credits). All attendees are required to arrive on time and remain in class for the duration of the course in order to receive credit. No partial credit will be given.  Any person taking this same course within the previous calendar year will not receive credit.


    No recruiting for employment opportunities for any real estate brokerage firm is allowed in these classes. Report promptly any effort to recruit on behalf of a brokerage firm by anyone to Tina Saadat, School Director at 770-736-7233.
     

    • 01/28/2020
    • 6:30 PM - 8:00 PM
    • Hudson's Grille, 7955 North Point Pkwy, Alpharetta, Georgia 30022



    Were you elected or "voluntold" to be on your HOA Board and not sure what to do or want to improve your board? Join the CAI Education Committee for the first ever Homeowner Leader Roundtable Event! This will be a casual environment for you to have all the questions you have answered by experts in the field. Whether it is a legal question or simply how to handle a non legal issue, we have the answers you are looking for. Need help understanding the roles of the President, VP, Secretary or Treasurer? We will have the best in the field available to help you. 

    We will have a mock board meeting and then have a roundtable open forum discussion. We will cover best practices, policies and how to improve your community! 

    ONLY Homeowner Leaders may attend.
    Business Partners and Management Companies may not participate. However, please encourage and invite your HOA Boards to come! 

    Pricing:
         Homeowner Leader Members: No Cost

         Future CAI-Georgia & Non Members: No Cost
    Come see the value CAI offers to our members and consider joining the Chapter. 

    Registration includes appetizers and a drink ticket!

    *Please note, due to the popularity of this event, any late registrations or "no shows"
    will result in a $25 fee.
    *

    • 02/06/2020
    • 9:00 AM
    • 02/08/2020
    • 12:00 PM
    • DoubleTree by Hilton Atlanta Perimeter Dunwoody, 4386 Chamblee Dunwoody Road, Atlanta, GA 30341


    February 6-8
    9:00am - 5:00pm Thursday-Friday
    9:00am - 12:00pm Saturday

    DoubleTree by Hilton Atlanta Perimeter Dunwoody
    4386 Chamblee Dunwoody Rd
    Dunwoody, Georgia 30341

    ​​​​​​Successful community management starts with the essentials! This comprehensive community association management course provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members. Successful completion of the M-100 can be the first step toward earning the CMCA credential, awarded by CAMICB. Review the Continuing Education Course Matrix to learn more. Topics include:

    • Roles and responsibilities of managers, owners, committees and the board
    • Management ethics
    • Developing, implementing and enforcing rules
    • Organizing and conducting board meetings
    • Preparing budgets and funding reserves
    • Assessment collection policies and procedures
    • Collecting delinquent payments
    • Financial statements, reporting methods and operations
    • Evaluating risk management and insurance programs
    • Implementing maintenance programs
    • Preparing bid requests and identifying key contract provisions
    • Recruiting, selecting and managing personnel
    • Managing sustainable and developing communities
    • Course Materials
    • Participant guide and flash drive with bonus readings and materials.

    Course Length

    2.5 days | Days 1-2: 9:00 a.m. - 5:00 p.m. | Day 3: 9:00 a.m. - noon

    Students will have 30 days to complete an online multiple choice exam.

    Tuition

    CAI member: $459 | Nonmember: $559 Join Now!

    For more information!

    Registration will be through the CAI National website. 

    • 02/20/2020
    • 3:00 PM - 6:00 PM
    • Taco Mac Prado 5600 Roswell Road, Sandy Springs, Georgia 30342
    Register


    Thank you to all our CAI-Georgia
    Platinum and Gold
    Sponsors for your continued support and dedication to our Chapter!

    Please join us for a night to celebrate YOU, managers and homeowner leaders!

    CAI-Georgia will provide appetizer buffet and a beer/wine drink ticket! Full bar will be available! 

    Thursday, February 20
    3:00pm - 6pm

    Taco Mac Prado
    5600 Roswell Road
    Sandy Springs, Georgia 30342

    Manager & Homeowner Leader Members - NO COST*

    Future Managers- NO COST*

    Future Homeowner Leaders: $25

    Platinum Business Partners: 2 passes at no cost
    Optional Additional tickets: $25

    Gold Business Partners: 2 passes at no cost

    *Please Note: Registration will close one week prior to the Social. Cancellations must be made no later than Friday, February 14 for a refund. A late fee of $25 will be included for all registrations on or after February 14. Due to the popularity of this exclusive event, there will be a $25 "no show" fee implemented to anyone that is signed up and does not show the day of.

    *Business Partner Sponsors: It is optional to bring a gift valued up to $50 for drawings*
    Every Manager and Homeowner Leader will be eligible to win!

    • 02/27/2020
    • 9:30 AM - 2:00 PM
    • Polo Golf & Country Club 6300 Polo Club Drive, Cumming, Georgia 30040
    Register



    SPONSORED BY:


    Back by popular demand, the Education Committee will be having sponsoring another CMCA Prep Class!

    Planning to take the CMCA Exam?  CAI-Georgia is lucky to have some of the top Managers in the country and we want to do everything we can to continue this trend and help add some credentials to your name! 

    This review session will prepare community managers to take the CMCA exam (3 hour, 120 question multiple choice exam).  


    This class will review:

    • Meetings
    • Governance & Legal Issues
    • Budgets
    • Reserves
    • Investments & Assessments
    • Risk Management & Insurance
    • Property Maintenance
    • Contracting Human Resource Management
    • Test Strategies (including sample exam questions)
    • Memory Skills (i.e. acronyms)

    Thursday, February 27
    9:30am - 2:00pm 
     
    Polo Golf & Country Club
    6300 Polo Club Drive
    Cumming, Georgia, 30040

    CAI Manager Members: No Cost
    Future CAI Members: $50.00
    *Light morning snacks and Buffet Lunch will be provided*

    Please note: Registration will close one week prior to this class on, Friday,  February 21. Any cancellations must be done prior to February 21 in order to receive a refund. All registrations after February 21 will have a $25 late fee. Due to the popularity of this class, there will be a $25 no show fee for anyone that does not cancel by deadline and does not show the day of.

     Tom Engblom will be back by popular demand!

    Tom began his career in Real Estate in 1984 as a licensed rel estate broker. In 1988, he became a university professor/dean at a junior college for sixteens years while supervising 3,500 condominium units within Chicago and the suburbs. In 2004, Tom became a national instructor for CAI and served on the National Business Council for CAI. Tom began a second career in 2004 as an association banker serving seven states in the Midwest.

    Tom has earned Certified Property Manager (CPM) from the Institute of Real Estate Management and Professional Community Association Manager from Community Association Institute (PCAM). In 2018, Tom completed his Doctorate in Business Administration with the dissertation dedicated to a qualitative analysis of job satisfaction and education for community association managers.


    • 03/07/2020
    • 9:00 AM - 3:00 PM
    • Dunwoody Country Club 1600 Dunwoody Club Dr, Dunwoody, Georgia 30350
    • 54
    Register

    CAI - Georgia
    Board Leadership Development Workshop



    SPONSORED BY:

    Saturday, March 7
    9:00 am - 2:30pm
    *includes lunch*
    Registration opens at 8:00am


    Dunwoody Country Club
    1600 Dunwoody Club Dr
    Dunwoody, Georgia 30350

    Whether you live in a condominium, homeowners association (HOA) or other type of community the Board & Manager Leadership Development Workshop  highlights what every board member and property manager needs to know to serve effectively. 

    Pricing
    CAI-Georgia Manager Members: $35
    CAI-Georgia Homeowner Leader Members: $25
    Future CAI Members: $55

    Please note, due to the popularity of this event, there will be a $25 fee for any late registrants. Registration will close on week prior to the event on Friday, February 28. There is a $25 no show fee to anyone that does not attend day of.

    Course Outline

    The workshop consists of five modules:

    • Module 1: Governing Documents and Roles & Responsibilities. To start you on the right path, Module 1 helps you understand the legal authority for your association. It also clarifies the duties and responsibilities of each board member and the professionals who are available to assist the board. Instructor: Erin Murray O'Connell, Esq., Dorough & Dorough, LLC

    • Module 2: Communications, Meetings and Volunteerism. Module 2 helps you learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit. Instructor: Rebecca Drube, Esq., NowackHoward, LLC

    • Module 3: Fundamentals of Financial Management. Module 3 introduces the fundamentals of association financial management, including guidelines for protecting your association’s assets, preparing a budget, planning for the future and collecting assessments. Instructor: Insurance/Financial Expert

    • Module 4: Professional Advisers and Service Providers. Because putting together the right team to support your association can be challenging, Module 4 provides practical tips on finding, evaluating and hiring qualified professional advisers and service providers. Instructor: Management Company

    • Module 5: Association Rules and Conflict Resolution. Module 5 explores guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.
      Instructor: Attorney

    • Module 6: Risk Control and Insurance.  Students will learn to identify risk, who should address the problem and identify potential solutions to the problem.
      Instructor: Insurance Expert

    TOOLBOX 

    With your course registration for the
    Board Leadership Development Workshop,
    you will receive a complete toolbox of resources containing:

    • The Board Member Tool Kit
    • The Board Member Tool Kit Workbook
    • Community Association Leadership: A Guide for Volunteers
    • Managing & Governing: How Community Associations Function, by Clifford J. Treese
    • The Homeowner & the Community Association brochure
    • From Good to Great: Principles for Community Association Success brochure

    You’ll refer to these valuable resources
    long after the workshop is finished.

    This course has been approved by the Georgia Real Estate Commission for 6 hours of continuing education credit. In order to receive credit, you must attend and stay for the full class time. No partial credit will be given.

    • 03/12/2020
    • 9:00 AM
    • 03/13/2020
    • 5:00 PM
    • TBD


    RISK MANAGEMENT




    Thursday, March 12 - Friday,  March 13

     9:00am - 5:00pm

    Location TBD

    Learn how to protect your community and respond to emergencies. This course shows you how to prepare for your community's future by identifying insurance risks and addressing critical issues. Learn how to optimize your community's risk management program and gain strategies and resources for evaluating property coverage, reporting losses and managing claims.

    Topics Include:

    • Assessing insurance risk
    • Reviewing alternative risk-management techniques
    • Developing a request for proposal for insurance coverage
    • Responding to losses
    • Managing insurance claims
    • Monitoring and improving risk-management programs

      Course Materials
      In addition to participant guide and a link with bonus readings and materials you will receive CAI Guides for Association Practitioners: Risk Management

      Course Length
      2 days |9:00am - 5:00pm 
      Students will have 30 days to complete a 30 question multiple choice exam

      Tuition
      CAI member: $459 | Nonmember: $559 Join Now!

      All registration will be  handled through the CAI National Web site. 

      • 03/12/2020
      • 2:30 PM - 4:30 PM
      • Roswell Mall Shopping Center 5130 Commerce Pkwy, Roswell, Georgia 30076


      Meet at Roswell Mall Shopping Center by Whirlyball Atlanta

      5130 Commerce Pkwy, Roswell, GA 30076 

      Followed by Happy Hour at Hola! Taqueria
      688 Holcomb Bridge Rd, Roswell, GA 30076

      CAI-GA  adopted a new road area through
      'Keep Roswell Beautiful'
      (see map below).

      It includes Mansell Road between Crossville Rd and Alpharetta Hwy (Rte 9) & Commerce Parkway between Alpharetta Hwy & Old Roswell Rd. These roads need our help for the community. Signage is up to show our sponsorship.



      Be the Property Manager or the Homeowner Leaderto bring this worthwhile green activity to your community!

      We will make the adoption process REALLY EASY.

      Signage & road sponsorship is FREE!

      Keep Georgia Beautiful!

      Details:

      • Takes 1-2 hours to clean the assigned 1-mile stretch of roads
      • Dress in plain clothes, trail shoes, no bright logo or colored shirts that are distracting
      • Keep Roswell Beautiful provides us with hi-visibility vests & bags; we provide gloves.

      Thank you in advance! 

      • 03/20/2020
      • 11:30 AM - 1:30 PM
      • Zoo Atlanta 800 Cherokee Ave SE, Atlanta, Georgia 30315
      Register

      CAI-Georgia Networking Luncheon
      Image result for zoo atlanta                 Image result for proof of the pudding

      Friday, March 20
      11:30 am - 1:30 pm



      Luncheon Members Pricing:
      $55 for Business Partner Members
      $35 for Property Managers Members
      $35 for Homeowner Leaders Members

      Guest Pricing:
      $75 
       for all Future CAI Members

      Please plan on arriving early to allow enough time to park and get to the newly renovated  Savanna Hall! 


      Please Note: Registration will close one week prior to the luncheon. Cancellations must be made no later than Friday, March 13, by 3pm for a refund. A late fee of $25 will be included for all registrations on or after Friday, March 13. Failure to show will result in an additional $25 fee INCLUDING PRECIOUS METAL PASSES.


      Parking:

      More information to come!


      **Precious Metal Sponsors -
      Complimentary Passes**

      Platinum Management Companies = 8 Passes
      Platinum Business Partners = 6 Passes
      Gold Sponsors = 2 Passes
      Silver Sponsors = 1 Pass
      *When checking-out, click on "invoice me" and the CAI-GA office will adjust the invoice appropriately to reflect the free passes and include any additional information*

      Business Partners please take the opportunity to invite Managers to attend and utilize your unused passes. 


      • 04/30/2020
      • 3:30 PM - 8:00 PM
      • Country Club of the South 4100 Old Alabama Rd, Johns Creek, Georgia 30022


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