WSCAI Chapter Luncheon

Join Us On Tuesday, October 23, 2018 

Where & When

Courtyard by Marriott Seattle – Federal Way
31910 Gateway Center Blvd S,
Federal Way, WA 98003, USA

Luncheon Schedule:
11:30 a.m.: Registration & Networking
Noon: Lunch & Program

Member Pricing:

Owners & Managers
$49 thru 10/12
$59 thru 10/19
$69 after 10/19

Business Partners
$59 thru 10/12
$69 thru 10/19
$79 after 10/19

Non-member Pricing:

Owners & Managers
$75 thru 10/12
$85 thru 10/19
$95 after 10/19

Business Partners
$85 thru10/12
$95 thru 10/19
$105 after 10/19

WSCAI Chapter Luncheon

Chapter Luncheons are offered four times a year. They are open to all WSCAI members – homeowners, board members, managers, management company owners and businesses that service the community association industry. The events provide an opportunity for networking with peers, a delicious lunch, and 45-60 minutes of industry-specific education.

Topic for 10/23/2018:

Keeping Association Funds Safe From Sticky Fingers:
How to Prevent and Identify Fraud and Embezzlement

The key to protecting Association funds is to limit the opportunity for misuse and theft. We’ll provide practical legal, accounting, and risk management advice about steps you can take to ensure the safety of your Association funds. We will also discuss the typical warning signs to help you identify potential problems early on and what to do if you suspect a problem. Finally, we’ll explain the process for recovering from a worst case scenario so you know how to deal with the aftermath if your safeguards fail.

Download a Printable
PDF Registration Form

NEW LOCATION:

How to Get To The Courtyard by Marriott Seattle Federal Way:

Upcoming Presenters:


Theresa Torgesen, Esq.

Theresa Torgesen, Esq.

Partner, Sound Legal Partners, PLLC

Theresa Torgesen, Esq., Partner and a founding member of Sound Legal Partners, PLLC is an experienced attorney who has dedicated more than a decade of her legal career to representing condominium and homeowner associations as general counsel. She supports association managers and board members in their community leadership roles, assists them in identifying and addressing potential risks, and collaborates with them to develop practical solutions when problems arise.Theresa is passionate about education and advocacy and is a frequent presenter of CAI seminars at the state and national level. Theresa served on the Washington Uniform Common Interest Ownership Act (WUCIOA) Drafting Committee for seven years until the proposed bill was first introduced in the legislature in 2015 and has served as the Co-Chair of the CAI Washington State Legislative Action Committee (LAC) since 2015.

Catherine Kuhn, CPA

Catherine Kuhn, CPA

Firm Director, Newman & Company, CPA, PC

Catherine Kuhn, CPA, is the Firm Director for Newman & Company, CPA, PC, (N&C) which is devoted exclusively to serving the financial needs of almost 900 community associations in Washington and Idaho. N&C is the former Cagianut & Company, with the same experienced team, now owned by Jeremy Newman, CPA. Prior to entering the HOA industry in 2006, Cathy was a partner in a large Bellevue CPA firm, and started her career in 1982 with a national CPA firm. Cathy teaches classes and writes articles for WSCAI. She is also a “ZAG” Mom of two daughters in college and volunteers for Bellevue Young Life.

Duncan Kirk, CIC, CIRMS

Duncan Kirk, CIC, CIRMS

Senior Vice President, HUB International

Duncan Kirk is a Senior Vice President at HUB International, one of the largest independent insurance brokerages in the world. As an agent and consultant, he provides insurance and risk management solutions for condominium and homeowner association clients working with a team of industry specialists that handle several hundred association clients in Washington State and beyond.

Duncan is a Certified Insurance Counselor (CIC) and a Community Insurance Risk Management Specialists (CIRMS). He is a past president of the Washington State chapter of Community Association’s Institute (WSCAI) and is active within industry circles.

Duncan lives in a townhome condominium unit where he served as the association’s president for ten years. He owns a second condominium in California and has purchased another condominium currently under construction in Ruston, WA. Outside of work, Duncan is an avid pilot, aviation enthusiast, traveler, photographer, sports fan, and writer.

Luncheon Sponsors:

Association Reserves Logo

Association Reserves

RW Anderson Services Logo

RW Anderson Services

ServPro Seattle NW Logo

ServPro of Seattle NW

Morris Management Logo

Morris Management

Burleigh Law Logo

Burleigh Law

Mutual of Omaha Logo

Mutual Of Omaha Bank

Signature Landscape Services, LLC - Logo

NLS/Signature Landscape Services LLC

Union Bank Logo

Union Bank HOA Services

The Copeland Group, LLC

Search the Business Directory

Chapter Magazine

Journal Advertising Partners for September 2018

Attorneys:

Rafel Law Group PLLC
206-838-2660
rafellawgroup.com

Ryan Swanson
206-464-4224
RyanSwansonLaw.com

Banking & Financial Services

Alliance Association Bank
Craig Huntington: 888-734-4567
Judy Nordstrom: 296-327-0496
AllianceAssociationBank.com

Construction:

Charter Construction
206-382-1900
chartercon.com

Pacific Building Envelope
425-512-8455
PacificBuildingEnvelope.com

Ruff Construction
425-487-0702
ruffconstruction.com

RW Anderson Services
Seattle/Eastside:
206-778-4100
South Puget Sound:
253-335-8888
rwandersonservices.com

Insurance:

Community Association Underwriters (CAU)
Amy Clements, ARM, CIRMS:
267-747-7170
Dianna Kaspar, CIC, CIRMS:
267-747-7181
cauinsure.com

Farmers/Galluzzo Insurance Agency
424-226-9239
farmersagent.com/galluzzo

HUB International
424-489-4500
hubnw.com

Management Companies:

The Copeland Group, LLC
206-388-0180
copelandgrp.com

Yalnes, Inc.
Seattle:
206-708-7777
Tacoma:
253-358-2000
yalnes.com

Reserve Studies:

Association Reserves
253-661-5437
reservestudy.com

Roofing:

Malarkey Roofing Products
503-283-1191
malarkeyroofing.com

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