[ Events ]
Tri-Cities Educational Symposium
In Pasco, WA
Saturday, May 11, 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, May 11
8 a.m. – 1 p.m.
Holiday Inn Express & Suites
4525 Convention Pl
Pasco, WA 9930
WSCAI Member Pricing
$25 thru 4/19
$35 thru 5/3
$45 after 5/3
$55 at the door
$39 thru 4/19
$49 thru 5/3
$59 after 5/3
$69 at the door
Tri-Cities 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
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
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
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
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
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.
Alicia M. Graham, CMCA, AMS, PCAM
Community Association Manager, CWD Group, Inc. AAMC
Alicia M. Graham, CMCA, AMS, PCAM, Community Association Manager, CWD Group, Inc. AAMC has been working in the Community Association industry since 1999. In her role as Community Association Manager for CWD Group, Inc., she specializes in the management of her team, mentoring fellow Managers, budget development, administration, and management of hi-rise, mixed-use, retail, and master Condominium Associations in Seattle and Bellevue. Alicia has remained on the cutting-edge of industry needs by maintaining strategic partnerships with Business Partners, and positive working relationships with Boards of Directors, Homeowners and Residents. She has been a very active volunteer for WSCAI, currently serving as President WSCAI’s Board of Directors. Alicia was awarded the WSCAI Community Association Manager of the Year award in November of 2015.
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.
Karen McDonald, CMCA, AMS, PCAM, RS
Project Manager, Association Reserves of WA
Karen McDonald, CMCA, AMS, PCAM, RS, is a Project Manager at Association Reserves of WA. A former association manager, 2018 marks Karen’s 18th year in the community association industry where she now helps bridge the gap between associations and their reserve studies. Karen is President Elect for the WSCAI Chapter and serves as liaison to the Communications Committee and the Market Expansion Committee. Outside of the office, she enjoys gardening and traveling.
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.
Jennifer Mullin De Winter
Legal Operations Administrator, Condominium Law Group PLLC
Jennifer Mullin De Winter is the Legal Operations Administrator and an attorney who provides general in-house counsel to Community Association clients. As the Legal Operations Administrator she works closely with Ken Harer and the other general counsel in-house attorneys to provide smooth workflow and ensure prompt service to our clients. She also provides legal advice on all aspects of community governance and risk management to Boards of Directors and Management. Jennifer graduated Seattle University School of Law.
American Family Insurance
Steve Weidenbach opened his agency with American Family Insurance in June of 2011 after a career as a high school teacher. After recognizing that American Family Insurance is a top condo insurer across the nation, he decided to get involved in WSCAI. Since joining in 2013, Steve has been an active member of the Chapter. Steve has been recognized as the “Agent of the Year” for four years in a row for offering exemplary sales & service.