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Tacoma Educational Symposium

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Saturday, March 9, 2019 from 8 a.m. to 1 p.m.
Education For Homeowners, Board Members & Community Leaders

WSCAI Educational Symposiums

The Educational Symposiums are specifically designed for WSCAI’s community associations that are outside the Seattle/Bellevue area. The Symposiums will provide nearly four (4) hours of education. Three topics will be presented. Each topic will be full of timely information to assist owners, board members and managers who reside in and/or work with all forms of community associations – condominiums, homeowners associations (HOA’s) and cooperatives. A mini tradeshow will showcase ten (10) table-top exhibitors including attorneys, reserve study professionals, bankers, management companies, insurance professionals and much more.


When & Where

Saturday, March 9
8 a.m. – 1 p.m.

La Quinta Inn & Suites
1425 East 27th St
Tacoma, WA 98421-2200


WSCAI Member Pricing

$25 thru 2/15
$35 thru 2/22
$45 after 2/22
$55 at the door


Non-Member Pricing

$39 thru 2/15
$49 thru 2/22
$59 after 2/22
$69 at the door

Tacoma Educational Symposium Schedule

[8:00 a.m.]  Registration / Exhibits / Continental Breakfast
[8:30 – 9:45 a.m.]  Session 1
Fiscal Fitness: Tips for Building Your Associations Financial Muscles

Presented by:
Lisa McBee, CMCA, AMS, Emerald Management & Consulting, LLC
Ray Myers, RS, CEDCORE
Jeremy Newman, CPA, Newman & Associates CPA, PC

Refresh your memory or learn the ins and outs of why it is important to keep good financial records. Strategies for budgeting will be discussed, as well as when reserve studies are required and how they are an important financial planning tool for your community. What happens when the Association comes up short? This session will give an overview of the financial operation of an Association including collections, audits, disclosure, vendor partners, etc.

[9:45 – 10:00 a.m.]  Exhibits / Networking Break
[10 – 11:15 a.m.]  Session 2
Avoiding Pitfalls: Dealing with Difficult People & Difficult Issues

Presented by:
Greg Coxey, Esq., Vial Fotheringham LLP
Duncan Kirk, CIC, CIRMS, HUB International NW

An overview of issues that can get a volunteer Board of Directors in trouble and how to avoid them, as well as tips for handling difficult people and situations. This presentation will assist board members in enforcing the governing documents of their community by applying reasonableness and following sound board policies to help avoid conflict.

Learn the different forms of dispute resolution and how to avoid costs from litigation or enforcement by governmental agencies. Learn what authority a Board has and its limits. Consistent enforcement of your association’s governing documents is key to a harmonious community and this session will help point your community in the right direction.

[11:15 – 11:45 a.m.]  Exhibits / Networking Break
[11:45 a.m. – 1 p.m.]  Session 3
Seeing the Forest for the Trees: A 100,000-Foot View of Community Associations

Presented by:
Tim Feth, Esq., Rafel Law Group, PLLC
Marshall Johnson, PCAM, CWD Group, Inc., AAMC

This session will help you get acquainted with community associations. There are important differences between homeowners associations, condominium associations, and the lesser-known entities. Different laws govern different associations, and your community might be governed by one (or more!) of four completely different sets of laws. To make things even more complicated, your community is probably governed by documents that include a Declaration, Bylaws, Rules and Regulations, and more. The important actors in your community include owners, board members, managers, and vendors. That is a lot to navigate for board members and managers alike, and it can be overwhelming at times. The goal of this session is to demystify community associations by comparing the different structures and roles within the communities.

[1 p.m.]  Wrap-Up / Exhibitor Give-A-Ways
How To Get There:

Printable PDF Registration Form

Download Printable PDF Icon

If you don’t want to register online, download and print a registration form and mail to:

19101 36th Ave W, Ste 205
Lynnwood, WA 98036


Greg Coxey, Esq.

Greg Coxey, Esq.

Partner, Vial Fotheringham LLP

Greg Coxey, Esq. is a partner at Vial Fotheringham LLP. Greg practices out of the Portland VF Law office, specializing in HOA law, construction defect, general litigation, and real estate. Greg’s legal expertise ranges from drafting and amending association administrative documents to litigation involving construction defect issues. As an HOA lawyer, he maintains constant communication with his clients and prides himself on his ability to give individual attention to each and every one. Greg has spoken at multiple HOA trade shows and planned community events, participated in legal forums, and been involved in CLE seminars. He is also an instructor for Lorman®. Greg grew up in Reno, Nevada, while his wife grew up in Canby, Oregon. She had always wanted to return to Oregon after school and, after several visits, it was easy to see why!

Timothy Feth, Esq.

Timothy Feth, Esq.

Associate Attorney, Rafel Law Group, PLLC

Timothy Feth, Esq., is an associate attorney at Rafel Law Group PLLC, which focuses on advising and representing Homeowner and Condominium Owner Associations. He earned his undergraduate degree in philosophy from Central Washington University summa cum laude, and his law degree from the University of Washington with honors. During law school he worked on whistle-blower cases for the nonprofit Hanford Challenge, and mediated cases in King County’s small claims court. He currently serves on WSCAI’s Market Expansion Committee.

Marshall Johnson, PCAM

Marshall Johnson, PCAM

CEO, CWD Group, Inc., AAMC

In 1984, Marshall Johnson accepted a job as a Facility Manager and embarked on a (thus far) 34 year career in the community association management industry. From those early heady days of pulling weeds, Marshall has assumed virtually every role the industry has to offer, including community management, maintenance, construction management, development and reserve consulting, and management operations. In the mid-90s Marshall formed CWD Group, a multidisciplinary management company providing financial, community, and construction management, maintenance and engineering services, and consulting services to nearly 200 communities. Marshall has consulted on over 100 new construction and conversion development projects, is a member of CAI’s National Faculty teaching nation-wide on a wide variety of topics, and is a recognized expert witness in the fields of high-rise management, budgeting, and cost allocation. Marshall is a journeyman framer, furniture maker, shipwright, and considers Excel to be the world’s greatest video game.

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.

 Lisa McBee, CMCA

Lisa McBee, CMCA

Community Association Manager, Emerald Management & Consulting, LLC

 Lisa McBee, CMCA, AMS, is a Senior Community Association Manager at Emerald Management & Consulting LLP overseeing a portfolio of 10 associations comprised of HOA, COA and POAs. Through her extensive experience working with Community Associations in both Orange County, CA and the Pacific Northwest, Lisa has honed the skills necessary to truly be a leader in association management. Lisa is actively involved in CAI and currently serves on the Managers Only Meeting Committee and Expansion Committee. When not working Lisa enjoys spending time with her husband, two daughters and beloved dogs and enjoys travel and movies.

Ray Myers, RS

Ray Myers, RS


Ray Myers, RS, is a speaker and author for WSCAI. He enjoys working with Association Boards to develop a Reserve Plan that is achievable, helpful, appropriate for their community and constant with their desires. Client sizes range from small HOA’s to high-rise COA’s, and large scale communities.

Jeremy Newman, CPA

Jeremy Newman, CPA

Owner, Newman & Associates CPA, PC

Jeremy Newman, CPA, brings a decade of experience providing audit and tax return services to the homeowners and condominium owners association industry. Annually, Jeremy’s original firm completes nearly 1,500 association audits and reviews in the Southwest. In May 2018 he purchased the Cagianut & Company, CPA practice, to continue providing outstanding audit and tax services to Pacific Northwest associations. The PNW practice services almost 900 Associations annually. Prior to entering the Community Association industry in 2008, Jeremy held finance and accounting positions with companies in the real estate industry; and was an audit manager with Ernst & Young LLP’s real estate audit practice.


AmFam – Steve Weidenbach Agency
Condominium Law Group, PLLC
Seacoast Commerce Bank
Pacific Premier Bank
  • The Copeland Group, LLC
  • Rafel Law Group
  • Condominium Law Group, PLLC - General Counsel & Collection Services - Partners Ken Harer & Valerie Oman - Phone: (206) 633-1520 Website: www.condolaw.net
  • HUB - HOA and Condo Solutions
  • Barker Martin
  • Charter Construction
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  • Pody & McDonald, PLLC

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