[ Events ]
Vancouver Educational Symposium
Heathman Lodge In Vancouver, WA
Friday, November 1, 2019 from Noon to 5 p.m.
Education For Homeowners, Board Members & Community Leaders
In Washington & Oregon
WSCAI Educational Symposiums
When & Where
Friday, November 1
Noon – 5 p.m.
7801 NE Greenwood Dr
Vancouver, WA 99662
CAI Western Oregon Members!
$25 (through 10/11)
$35 (through 10/25)
$45 (after 10/25)
$55 (at the door)
$39 (through 10/11)
$49 (through 10/25)
$59 (after 10/25)
$69 (at the door)
Vancouver Educational Symposium Schedule
[12:00 p.m.] Registration / Exhibits / Light Appetizers
[12:30 – 1:45 p.m.] Session 1
Avoiding Pitfalls: Dealing with Difficult People & Difficult Issues
Duncan Kirk, CIC, CIRMS, HUB International NW
Christopher Tingey, Esq., Vial-Fotheringham
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.
[1:45 – 2:15 p.m.] Exhibits / Networking Break
[2:15 – 3:30 p.m.] Session 2
Seeing the Forest for the Trees: A 100,000-Foot View of Community Associations
Tim Feth, Esq., Rafel Law Group, PLLC
Shane Lewis, CMCA, AMS, 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.
[3:30 – 3:45 p.m.] Exhibits / Networking Break
[3:45 – 5 p.m.] Session 3
Fiscal Fitness: Tips for Building Your Associations Financial Muscles
Alicia Graham, CMCA, AMS, PCAM, CWD Group, Inc., AAMC
Karen McDonald, CMCA, AMS, PCAM, RS, Association Reserves WA, LLC
Jeremy Newman, CPA, Newman & Associates, CPA
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.
[5 p.m.] Wrap-Up / Exhibitor Give-A-Ways
How To Get There:
Printable PDF Registration Form
Don't Miss Out!
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.
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.
Shane Lewis, CMCA, AMS
Director of Operations, CWD Group, Inc., AAMC
Shane Lewis, CMCA, AMS is Director of Operations at CWD Group, Inc., AAMC. Shane bring over twenty years of management and operational experience to CWD Group where he supports the CEO and Operations Team in developing and delivering their company’s strategy and mission statement to their staff, client portfolio, and industry.
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, 2019 marks Karen’s 19th year in the community association industry where she now helps bridge the gap between associations and their reserve studies. Karen is the President for the WSCAI Chapter and serves as liaison to the Membership and the Market Expansion Committees. 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.
Christopher Tingey, Esq.,
Partner, Vial-Fotheringham (VF) Law
Christopher M. Tingey, Esq., Partner at VF Law has been practicing law in Portland, Oregon since 2001, primarily focusing on construction defect and homeowner/condominium association representation, including other aspects of litigation that may arise in connection with homeowner associations. He also represents individuals in other areas of law, such as adoption proceedings. Chris has appeared in state courts in Oregon, in the Oregon Court of Appeals, and before the Land Use Board of Appeals. Prior to going to law school, Chris spent two years working as an assistant producer of the morning shows for two Salt Lake City radio stations.