CA Day 2024 Education Expo Sessions


8:00 am - 10:15 am (Special Early Session for Association Managers Only)

CICB Approved Fair Housing Training

Presented by:
Kathleen Panagis, Woods Rogers Vandeventer Black

Participants will become familiar with Fair Housing Laws, including protected classes, reasonable accommodations and reasonable modifications, and hostile environment harassment. This class will include various scenarios so that attendees can apply their knowledge. This course will meet the requirements for two (2) hours of Virginia common interest community fair housing training required by 18 VAC 48-50-100 of the Common Interest Community Manager Regulations for renewal of the participant’s certification as a Common Interest Community certified principal or supervisory employee. 


9:00 am - 10:15 am

Climb In the Saddle
Role of the Board & Manager

Presented by:
Anita Loonam, CMCA®, AMS®, PCAM®, United Property Associates
Sarah R. Palamara, Atty at Law, Sarah R. Palamara, Attorney, PLLC

This class will convene a basic board meeting to demonstrate the various segments, and how the meeting should flow from one portion to another. Then, the facilitators will review Board Member responsibilities and a Manager’s typical contractual obligations, and discuss when those expectations cross the line to become overly burdensome, outrageous, or outside of the contract.

Protect the Alamo
Work Place Safety

Presented by:
Virginia Beach Police Department

Unfortunately, active shooter situations are continuing to be a possibility in our day to day lives.  In this session participants will be presented with tools to assist in recognizing potential issues before they become an active shooter situation and what to do if one occurs. Attendees will learn to recognize potential dangers, implement safety protocols, and foster a culture of accountability and prevention among colleagues. This session equips participants with the knowledge and tools necessary to mitigate risks, prioritize well-being, and create a workplace where safety is a shared responsibility.

Pony Up
Insurance Forecast and Lending Process for Capital Improvements

Presented by:
Jessica Knutsen, CIC EBP, CIRMS, USI Insurance Services
Tanya Dobbins, Pinnacle Financial Partners

As some insurance companies are exiting the habitational market, the buying power is shifting drastically. Insurance underwriting guidelines have become stricter and non-negotiable which is causing significant premium increases and sometimes triggering cancellations. This session will cover how to navigate the current insurance market, what to expect in 2024 and how community associations can strategize with their brokers to achieve the most favorable outcome. Since capital improvements are an important piece of the strategy, we will also review the process to obtain loans for major projects.


11:15 am - 12:30 pm

Straight Shooters
Ethical Practices in Community Associations

Presented by:
Elizabeth White, Atty at Law, CCAL, SandsAnderson, PC
Laura Carnrike, CMCA®, AMS®, PCAM®, Villages of Kiln Creek Owners Association

This presentation delves into the core principles of ethical practices in community associations. In today's world, ethical governance and responsible leadership are more critical than ever. Whether you're a director, community manager, or simply passionate about creating thriving communities, this presentation is designed to guide and inspire you. Key topics covered in this presentation include fiduciary duty, transparency and open communication, fair and lawful covenant enforcement, and responsible financial stewardship. Our experienced presenters will share real-life examples, best practices, and practical tips to help you become a responsible and ethical leader in your community association. Whether you're seeking to enhance your community's harmony, tackle challenging issues, or simply make a positive impact, this presentation will provide you with valuable insights and tools to help you achieve your goals.

Lead a Horse to Water
Pool Prep with the Pros

Presented by:
Heidi Daniels, CMCA®, AMS®, PCAM®, Green Run Homeowners Association
Jim Durkee, AAA Pool Services, Inc.

This course will cover everything you need to know about pool management and maintenance, particularly in a post-Covid environment. Get your pool ready for summer by getting up-to-date on code requirements and potential labor market issues. Discussion will include the liability, planning and scheduling of pool passes and rentals, as well as planning for your association's long term capital needs.

Tougher Than Nails
Structural Repairs and Reserve Studies

Presented by:
Dan Hobby, Acelution, Inc.
Zach Shepherd, RS,
 Giles Flythe Engineers

In this training session participants will learn the importance of understanding the role of reserve studies in predicting future maintenance needs, and strategically planning for structural upkeep. Through case studies and expert insights, attendees grasp the significance of timely repairs, budgeting considerations, and the importance of conducting thorough evaluations to ensure the longevity and safety of properties. This session aims to empower association managers, community associations, and stakeholders with the knowledge to make informed decisions, effectively managing and preserving the structural integrity of their assets.


2:15 pm - 3:30 pm

Round Em Up, Move Em Out
Mock Due Process Hearing

Presented by:
Deborah Casey, Atty at Law, CCAL, Woods Rogers Vandeventer Black
Walter Campbell, CMCA®, AMS®, PCAM®, Associa® Community Group

Due Process Hearings can be one of the more challenging duties for volunteer homeowner leaders.  This interactive session will present the steps leading up to a due process hearing, holding a productive hearing and the aftermath.  Attendees will leave with a better understanding of what to do… and what not to do… when the Association is forced to call owners to a due process hearing. 

Ride Em Cowboy
Legal Q&A

Presented by:
Barry Dorans, Esq., Wolcott Rivers Gates
Jeanne Lauer, Esq., 
Inman & Strickler, PLC
William W. Sleeth, Esq., Gordon Rees Scully Mansukhani, LLC

Join us to discuss hot button issues managers are encountering in their daily work days. This session is all about you, so bring your questions, your stories, and your advice!

Time Wasted in the Saddle
Dealing with Difficult Board Members

Presented by:
Sally Stamper, CMCA®, AMS®, PCAM®, Property Management Associates
Olga Tseliak, Chadwick, Washington, Moriarty, Elmore & Bunn, P.C.

The Board of Directors is charged with making the important decisions of the association, therefore, a unity, teamwork, and the ability to compromise are paramount for successful governance.  While occasional disagreement on the board is expected, the presence of a “difficult” or a “rogue” board member can lead to a significant turmoil and affect the association as a whole.  This session will discuss different types of difficult board members and offer useful strategies and practical tips for managing their behavior and resolving conflicts. This session will also discuss legal remedies that could be employed by the board of directors and/or by the owners in particularly severe cases.