Made For Managers Day

Made For Managers Day


Pricing

Manager Members:
$75 (thru 5/26)
$95 (thru 6/2)
$105 (thru 6/7)
$135 (after 6/7)

Manager Non-Members:
$99 (thru 5/26)
$109 (thru 6/2)
$129 (thru 6/7)
$149 (after 6/7)

Thank You To Our Program Sponsors!

Newman HOA CPA - Audit & Tax - Logo
Transblue - Logo
YWCA Pathways For Women Donation Drive - Learn More (Click Here)
Made For Managers Day Art - colorful puzzle pieces section divider

Made For Managers Day Schedule:

Lynnwood Convention Center | 3711 196th St SW, Lynnwood, WA 98036

7:30 – 8:30 a.m.

 Registration / Exhibit Hall / Breakfast
Thank You To Our Made For Managers Day Breakfast Sponsors:
CDK Construction Services
Condominium Management, AAMC
Pacific Premier Bank – Community Association Banking
Rafel Law Group
Reserve Consultants LLC
SavATree
SERVPRO of Edmonds & Lynnwood
Tatley Grund

8:30 – 9:45 a.m.

Concurrent Sessions (Choose 1)

Electric Vehicles, Solar, Carbon Footprints, Legislation, RFPs & How Our World is Changing!

One of the biggest challenges and opportunities will be how associations handle electric vehicles and the associated charging stations. As the greater Seattle area is a “hot” market for electric vehicles (EVs) being ahead of the curve will be important for managers and board members alike. This is probably the biggest expense facing associations in the near future and planning needs to happen now.

We will outline a critical path that associations and managers can follow and ensure their properties are “best” positioned for the future of the electric vehicle. Throughout the presentation we will speak to best practices on creating RFPs for association as well as discuss the future of EVs. As an example, by 2025 GM will have 30 EVs on the market and at some point, in the next decade and a half EVs will completely replace the gasoline engine.

Being prepared and understanding costs, installation and quantity will be key for future budgeting and installation for EVs.

Additional topics to be addressed:

  • Impact of Governor Jay Inslee signing HB 1793 into law
  • ESG practices and carbon footprint initiatives.
  • How solar can reduce energy costs and is there really an ROI for solar?
Presenter(s):

(Click image for full presenter bio.)

David Wescott
CEO - Transblue

Short-Term Rentals: What Can & Should We Do About Them?

Short-term rentals through services like Airbnb and VRBO continue to be a hot button issue for many associations, within both condominiums and single family home communities. We will attempt to cover:

  1. How Washington courts determine if these are commercial or residential use of a dwelling. Can you modify that definition in your documents?
  2. Terms within existing documents related to minimum rental terms and transient use. What about broad “noxious use” provisions?
  3. Distinguishing between “guests” and “tenants.” What if the Airbnb use is concurrent with the owner’s occupancy?
  4. Amendment of governing documents to prohibit them, and the Washington Courts decision for Chiwawa?
  5. Could such rentals be a source of revenue to Associations?
  6. How application of rules and fees related to tenant turnover may apply to these.
Presenter(s):

(Click image for full presenter bio.)

Ken Harer, CCAL
Managing Partner - Condominium Law Group, PLLC
Valerie Oman, Esq.
Partner Attorney - Condominium Law Group

How To Encourage & Navigate Diverse Communities In A 2022 World

How to manage an increasingly diverse population, including tips for being culturally and age-sensitive to owners, how to encourage cooperation and inclusion and celebration of diversity within our communities, and how to incorporate those values with boards and into management companies.

Our panel will focus on real world examples of diversity, equity and inclusion (DEI) struggles we’ve had within our practices and how to face them in a kind, inclusive, encouraging way that is sensitive to owners and respectful of the governing documents. We will show ways to be inclusive in an increasingly diverse and divided population of owners, tenants, and managers across ages, cultural backgrounds, abilities, and other barriers to equity and inclusion.

Presenter(s):

(Click image for full presenter bio.)

Ila Kane, CMCA, AMS
Community Association Manager - EMB Management, an Associa Company
Jackki Vo, CMCA, AMS
Director, Community Management & Move Coordination - CWD Group, Inc., AAMC
Kwasi Okyere, CMCA, AMS, PCAM
South Sound Division Manager - Morris Management Inc. AAMC

9:45 – 10:45 a.m.

 Break / Exhibit Hall

10:45 a.m. – 12:00 p.m.

Concurrent Sessions (Choose 1)

Protect Your Property — How To Protect Your Property By Managing Your Piping Systems

Out of sight, out of mind? Not so fast.

It’s easy to forget about what’s behind the walls of your building. But when there’s a problem with your piping system, out of sight becomes top of mind very fast. Pipe failures can quickly get out of control, with leaks leading to damage to walls and ceilings, costing big money to fix. Even small pinhole leaks that remain undetectable for a time can lead to long-term moisture and mold issues, potentially endangering the health of residents.

When it comes to plumbing, proactive investment and simple maintenance strategies can help you avoid costly disasters and liability.

Learning Objectives:

  • How can the age of your building help you think about planning for the future?
  • What is the estimated useful life of your piping materials?
  • What are the four major piping systems that carry water in your community?
  • Why is it important to document piping failures and what is the best way to do this?
Presenter(s):

(Click image for full presenter bio.)

David Hossfeld
Vice President - SageWater

Manager Mentorship: How To Coach Your Teams, Retain Managers, & Upgrade The Industry

The right candidates are solutions to real business problems…once you find them… and when you do find them, how will you keep them engaged and satisfied?

One of the biggest complaints received from managers is that they are hired on and thrown into the ocean without knowing how to swim. Mentorship and training are two of the most fundamental things in retaining and growing great talent, yet many companies bypass these things to just fill an empty seat. This is not only detrimental to the company, but to our organization. It puts a bad taste in their mouth about community association management, creates turnover, and increases the chance of them dropping out of the industry altogether. Having the right mentality, structure, and processes in place can help to avoid this type of fallout and encourage those qualified individuals to shine!

Presenter(s):

(Click image for full presenter bio.)

Kristen Ledbetter, CMCA, AMS, PCAM
Owner - Candor

How To Manage The Bank Loan — Best Practices

The “I’s” have been dotted and the “T’s” have been crossed, we have a bank loan – now what? A typical consumer loan is made up of one loan, one borrower, one payment, and one source of money – the borrower. Loans to a community association take on a different level of complexity. Technically there is one loan, one borrower (the association), and one payment, but the source of the money in a 100-unit association for example is collected in 100 pieces. Some people pay upfront, some send chunks of money periodically, and some owners pay monthly. Things can quickly get out of hand when it comes to tracking the special assessment money from the normal monthly payments, the prepaid money, loan draws, the loan interest, and the expenses tied to the special assessment work.

This will be an open discussion to address best practices and the potential pitfalls with the loans by discussing, but not limited to, the following questions:

  • When do the payments from the owners start?
  • Initially do the payments include principle-only, interest-only, or both?
  • How are prepaids handled?
  • How is the special assessment money tracked and accounted for separately from the normal assessments? Should the special assessment money be specifically tracked?
  • Is a separate checking account opened for the special assessment money or commingled with the regular assessments?
  • How are payoffs calculated – principle-only or principle and future interest?
  • Are amortization schedules maintained for each unit?
  • How often are amortization schedules updated – monthly, annually, or only for payoffs?
  • Is a loan reconciliation needed? If yes, when is it done?
  • What is factored in when completing a loan reconciliation – prepaids (money from owners that paid the special assessment upfront), monthly payments, the actual expenses?
  • What happens if the association spends more than the special assessment amount?
Presenter(s):

(Click image for full presenter bio.)

Colleen Chesbrough
AVP, HOA Relationship Manager - Northwest Bank
Kevin Ducotey, AMS, PCAM
Director - Condominium Management
Matthew Anderson, CPA
Audit Manager - Newman Certified Public Accountant, PC
Theresa Torgesen, Esq.
Attorney - Sage Community Law

12:00 – 1:15 p.m.

Networking Lunch / Exhibit Hall
Thank You To Our Made For Managers Day Lunch Sponsors:
Agynbyte LLC
Amento Group
CIT – Community Association Banking
RealManage
SageWater

1:15 – 2:30 p.m.

Concurrent Sessions (Choose 1)

Insuring The Association After A Wind Driven Rain Lawsuit

The board has tendered a lawsuit to their insurance company and has decided to pursue alternative proposals for their renewal. What challenges and questions will they face? Will the association’s premium increase? Is the association still insurable?

A panel of insurance professionals will discuss the history of these type of suits, some common misconceptions, and how they may affect the association’s insurance program going forward. They will also address an underwriter’s perspective of wind driven rain lawsuits and review any additional underwriting involved in these situations and options for insurance coverage after the fact.

Topics to be covered:

  • Different agency models
  • Definition of a claim
  • Gathering underwriting items
  • Why these lawsuits have progressed
  • How insurers view these claims
  • What do underwriters ask?
  • Common misconceptions of these claims
  • How the industry has changed perspectives
  • Case study examples
Panel: 

(Click image for full presenter bio.)

Amy S. Clements, ARM, CIRMS
Marketing Manager - Community Association Underwriters (CAU)
Greg Floyd, CIRMS
Senior Vice President - HUB International NW
Steve Weidenbach, CIRMS
Agency Owner - American Family Insurance

Inflation: How It Affects Your Budgets, & What Your Options Are To Deal With It

Inflation is currently at a 40-year high near 8%, with typical reserve component projects inflating much higher. The current economic conditions will have a profound effect on associations in many ways during the foreseeable future. This program will guide your understanding of inflation resources to both inform you and your clients and map a strategy to deal with it in an informed manner. In addition to both operating and reserve budget best practices, we will outline a system of prioritization for properties as they face tough budgets and tough choices.

Presented by two industry veterans with decades of budgetary analysis and financial forecasting experience. They will offer key insights and strategies at the board level to underpin an effective action plan. What information sources do you point to and use to counter the constant pressure to keep assessments as low as possible? Where is the sweet spot of best value for project dollars spent? How should we prioritize projects? What projects might you safely defer if cash is tight and there is an operating shortfall? These questions and more will be answered in this dynamic session.

Presenter(s):

(Click image for full presenter bio.)

Christian Colunga, RS
Senior Project Manager - Association Reserves WA, LLC
Jim Talaga, RS
President - Association Reserves WA

Lessons Learned From A Difficult Project

We will take an anonymous look at a project with a number of learning opportunities.

We will discuss why openings remained in walls and ceilings of the units for more than two years, legal hurdles that were overcome, what issues were found once a structural engineer was consulted, the resulting repairs that were required and the final results.

Finally, we will take a step back and provide a checklist of what might have made this journey a smoother one – from start to finish.

Presenter(s):

(Click image for full presenter bio.)

Denise Dana, RS
Principal - Reserve Consultants LLC
Lena Barouh, Esq.
Associate Attorney - Condominium Law Group, PLLC

2:30– 3:30 p.m.

Reception / Exhibit Hall
Thank You To Our Made For Managers Day Reception Sponsors:
Farmers Insurance – Carter Insurance Agency, LLC
PRIME
Steadfast Construction, Inc
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Made For Managers Day Exhibitors

24ResTech
Accurate Reserve Professionals
Allana Buick & Bers, Inc.
Alliance Association Bank
Amento Group
American Family Insurance – Steve Weidenbach Agency
Armadillo Painting Co.
Association Reserves WA
Avid Landscape Management, LLC
Barker Martin
BEE Consulting, LLC
BEHR Pro
BluSky Restoration Contractors, LLC
BrightView Landscape Services
Cascades Cleanup & Restoration
CatchAll Environmental
CAU (Community Associations Underwriters)
CDK Construction Services
CINC Systems
Columbia Bank
Condominium Law Group, PLLC
David Bach & Associates, LLC
Evolution Architecture
Farmers Insurance – Carter Insurance Agency, LLC
First Choice Property Services LLC
First Onsite
Fischer Restoration & Fischer Plumbing
HUB International NW
Integrity Group
McBride Construction
McLeod Construction
Miller Paint Co.
Newman Certified Public Accountant, PC
NLS/Signature Landscape Services
Northwest Bank
Pacific Premier Bank – Community Association Banking
Pacific Western Bank
Peryea Silver Taylor, P.S.
Pody & McDonald
Post Tensioning Solutions LLC
Precision Concrete Cutting
Reserve Consultants LLC
RW Anderson Services
SageWater
SavATree
ServPro Of Seattle Northwest
SSI Construction
Steadfast Construction, Inc
Stein, Sudweeks & Stein PLLC
STRICHARTZ ASPAAS PLLC
Summit Bank
Superior Cleaning & Restoration
Tatley Grund
The Partners Group
TransBlue
Vial Fotheringham LLP
Votegrity
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Made For Managers Day Online Registration:

Made For Managers Day Registration Is Now Closed.