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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.
IMPORTANT: Any 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
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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
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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.
