Alice D. Finley, CMCA, AMS
Ebenezer Management Services
Senior Housing Manager
1629 18th Ave. NW
New Brighton MN 55112
Phone: 651-631-9425
e-mail: adf_1629@yahoo.com

Education
BS Science Education, Michigan State University
MS Science Education, State University of NY at Cortland
Graduate Certificate in Aging, University of Maryland
Alice is a condominium manager with an academic background in science education and gerontology. She is fascinated by the interactions among a building, its systems and its occupants, and has been applying her science background to issues of multi-family building durability, sustainability, and energy efficiency.

Believing that community associations are best served through education and advocacy, she is active in the Community Associations Institute (CAI), Minnesota Chapter. In her tenure on the board of directors and the Education Committee, she designed and taught classes to educate association leaders, managers, and Realtors on association management and building operations. She has written several articles for the CAI newsletter. Topics include water discharge management, assessment comparison, and building durability. Alice is now serving on the CAI Legislative Action Committee. To keep abreast of trends in community association management she maintains the CAI certification – Certified Manager of Community Associations (CMCA) and Association Management Specialist (AMS) designation.

She has served on the program committees for and was a speaker at the 2004-2006 Affordable Comfort Conferences and the Multifamily Buildings 2006 conference. She served on the board of the Minnesota Indoor Air Association and on the Building Performance Institute’s (BPI) expert panel for the creation of operations and maintenance standards for multi-family building operators. To these residential building organizations she brings the community association/multiple-ownership perspective.

David G. Hellmuth
Hellmuth & Johnson, PLLC
(952) 746-2107 tel
(952) 941-2337 fax
dhellmuth@hjlawfirm.com

David Hellmuth is a founding partner of the firm, where he provides counsel and services to business and corporate clients ranging from small, privately-held entities to large corporations – including lenders, banks, finance companies and commercial creditors.  He also works extensively with builders, developers, and community associations on a variety of business matters.

David concentrates his business practice in the following areas:

• Banking, finance & workouts
• Business organization/emerging companies
• Collections, creditor's rights and remedies
• Community association law
• Creditor bankruptcy representation
• General business law

David provides his business clients with a broad array of legal services, advice and representation, with a primary emphasis in representing the daily, ongoing legal and planning needs of business organizations.  He has extensive experience assisting clients with contract formation and negotiation, financial and business capitalization, corporate formalities, buy-sell agreements, business succession planning, accounts receivable and collection matters (including credit policies and procedures), and commercial real estate matters including commercial leasing and commercial land purchasing. David represents a large number of community associations including condominiums, townhouses and cooperative associations.

David is licensed to practice law in the state and federal courts in Minnesota. He is a member of the Minnesota State Bar Association, participating in the Debtor/Creditor, Corporate/Business, Real Property and Civil Litigation Sections, and the Hennepin County Bar Association.

David has served on the Board of organizations including CAI and the Eden Prairie Chamber of Commerce, and was named the Chamber's 2006 "Small Businessperson of the Year".  For four consecutive years (2005-2008), Minnesota Law & Politics has recognized him as a "Super Lawyer" and a member of the top 5% of attorneys in Minnesota.

David obtained his J.D. from William Mitchell College of Law in St. Paul, Minnesota, graduating cum laude. He completed his undergraduate studies at the University of Minnesota in Minneapolis, Minnesota with a B.S. in Finance

Michael D. Klemm, Esq.
Severson, Sheldon, Dougherty & Molenda, P.A
7300 West 147th Street, Suite 600
Apple Valley, Minnesota 55124-7580
(952) 953-8832
KlemmM@seversonsheldon.com

Michael D. Klemm represents real estate developers and associations regarding creation and management of common interest communities including condominiums, townhouses, single-family home associations and master-planned communities. He assists clients with drafting and amending association governing documents, enforcing covenants and regulations, collecting assessments, and general corporate and management issues.  Michael is a member of the Board of Directors of the Minnesota Chapter of Community Associations Institute, and he serves on CAI’s Minnesota Legislative Action Committee.

In addition to his community associations practice, Michael represents landowners, developers, banks and municipalities in connection with residential and commercial real estate transactions, land use regulation and real estate financing. He is a member of the City of Shakopee Planning Commission / Board of Adjustment and Appeals, and he previously chaired the City of Shakopee Environmental Advisory Committee.

Professional Recognition

• MSBA Board Certified Real Property Law Specialist
• Recognized in the 2008, 2009 and 2010 Minnesota Rising Stars® lists, a designation given to only 2.5 percent of Minnesota attorneys each year
• BV Peer Review Rated for ethical standards and legal ability by Lexis-Nexis Martindale-Hubbell
• Qualified Neutral under Rule 114 of the Minnesota General Rules of Practice

Publications | Presentations

• MCIOA Amendments in a Nutshell, Minnesota Community Living, May/Jun. 2010
• In the Hot Seat: Making Board Decisions, Minnesota Community Living, Jan./Feb. 2010
• Seminar: Legal Framework for Enforcing Governing Documents, Community Association Training Services (2009)
• Seminar: 2009 Legislation Impacting Common Interest Communities, Community Association Training Services (2009)
• Seminar: Foreclosure of Assessment Liens, Community Associations Institute (2009)
• Seminar: Legislative Update, Community Association Training Services - Spring Law Seminar (2009)
• Guest speaker regarding Residential Mortgage Foreclosure on AM 980 KKMS radio program, Seeking Precedence – A Christian Perspective on Legal Issues (2009)
• Collecting Assessments in Hard Times, Minnesota Community Living, Jul./Aug. 2008
• "Top 10" Annual Checklist for Homeowners' Associations, Minnesota Community Living, Mar./Apr. 2008
• Seminar: Ethics, Conflict of Interest, and Apparent Authority, Community Associations Institute (2007)

David J. McGee, Esq. 
Thomsen & Nybeck, P.A
Bloomington, Minnesota
phone (952) 835-7000
fax (952) 835-9450
email dmcgee@tn-law.com

Dave's practice is based in the litigation section at Thomsen & Nybeck, P.A. Dave has a wealth of experience representing insurance companies, realtors (real estate agents, brokers and brokerages), community associations, business, and individuals in the areas of General Civil Litigation, Commercial Litigation, Construction Litigation, Insurance Litigation, Real Estate Litigation, as well as Real Estate Law, and Townhome and Condominium Law. Dave has been named a "Super Lawyer" by Minnesota Law & Politics for a number of years. Dave has represented clients in numerous appellate cases including Chapman Place Ass'n, Inc. v. Prokasky, 507 N.W.2d 858 (Minn. Ct. App. 1993); Ly v. Nystrom, 615 N.W.2d 302 (Minn. 2000); and Peggy Rose Revocable Trust v. Eppich, 640 N.W.2d 601 (Minn. 2002). Dave represents clients in arbitrations, mediations, court actions, trials, and appellate work. Dave is a frequent lecturer and has written many articles on Construction and Real Estate Law. He is also a qualified neutral under Rule 114 of the Minnesota General Rules of Practice (mediation and arbitration).

Areas of Practice:

General Civil Litigation

Commercial Litigation

Construction Litigation

Insurance Litigation

Real Estate Litigation

Real Estate Law

Townhome and Condominium Law

Bar Admissions:

Minnesota, 1989

U.S. District Court District of Minnesota, 1989

Education:

William Mitchell College of Law, St Paul, Minnesota, 1989 J.D.

Drake University, 1984 B.A.

Published Works:

Mediation, Community Associations Institute, 2004

Real Estate Agent and Broker Liability, Minnesota Association of REALTORS, 2004

Construction Defects Statute of Limitations Review, Community Associations Institute, 2003

How to Enforce Governing Documents and Assure Compliance, Community Associations Institute, 2003

Agent and Broker Liability, Minnesota Association of REALTORS, 2002

Professional Associations and Memberships:

Minnesota State Bar Association Member

Hennepin County Bar Association Member

Minnesota Trial Lawyers Association Member

Joe Mirocha, CIC, CIRMS Community Association Specialist RJF Agenices, Inc. 7225 Northland Drive North Suite 300 Minneapolis, MN 55428 763-746-8272 mirochaj@rjfagencies.com Practice Area Community Associations  Education B.S. in Health and Physical Science, University of Minnesota Biography Joe is celebrating his thirtieth year of service in the insurance industry. His career has been a journey of advancement, achievement and recognition that we don’t see very often. From his beginnings as a claims adjuster and agency manager to his current status as an industry expert in the areas of community association governing documents and insurance; Joe is truly a leader in his area of expertise. As a Community Association Specialist at RJF, Joe is passionate about helping his clients stay ahead of the curve by anticipating future needs before they become liabilities. He is diligent in his review of community association governing documents and ensuring that the coverages meet their requirements. Joe is a strong advocate of education as a means of decreasing claims and, to that end, is a frequent contributor to association newsletters and other publications. Joe is a prominent member of in the Community Associations Institute and is one of fewer than 100 Community Insurance and Risk Management Specialists (CIRMS) in the entire nation. He is also involved in a number of other local and national professional organizations.

Marj Peterson, PCAM CCAM
Creative Transistions & Consulting
1453 Summit Shores Drive
Burnsville, MN 55306
marj@creativetc.com

Marjorie (Marj) Peterson holds both PCAM and CCAM designation and is a nationally recognized expert in the field of community association development, transition, operations, and management. Marj started her work in the m management industry in Minnesota in 1971 and in 1981, as President of Creative Transitions, Inc., Marj created one of the first companies in the country to specialize in the transition of community associations from developer control to homeowner control.

Marj was recognized by the Community Associations Institute (CAI) with the coveted Byron Hanke Award for lifetime achievement and contributions in the field of community associations. Marj also served as the national president of CAI in 1987 and was the first woman among 17 managers in the nation to receive the Professional Community Association Manager (PCAM) designation from CAI.

In 2001, Marj started her specialized consulting business, Creative Transitions & Consulting, in CA following her completion of a $12.9 million new construction and $5 million renovation projects in La Jolla, CA.

In 2005, Marj opened a second office in Minnesota and travels extensively for clients throughout the country. Her expertise and knowledge in this specialized industry allows her the ability to provide Developers, Boards, Managers and their communities with the highest level of assistance in all areas of their operations.

Gregory L. Pettersen, RS
Reserve Data Analysis, Inc.
1409 Osborne Road NE, Minneapolis, MN 55432
(612) 616-4817
gregp@RDAmidwest.com

Mr. Pettersen joined Reserve Data Analysis, Intl in 1996 and leads their Midwest operations from the Minneapolis office.

Greg is a CAI certified Reserve Specialist™ and business school honor graduate with over a decade of commercial and residential construction industry experience in the upper Midwest.

An active Board member in his Minneapolis area Townhouse Association for fourteen years, his tenure there included terms as chairman of both the maintenance and budget committees and President from 1995 to 2006.

He helped guide his association through a complete rewrite of their governing documents, including an “opt-in” to the Minnesota Common Interest Ownership Act, and charted them a financial recovery from the brink of insolvency.

Greg has served multiple terms on the Board of Directors for the Minnesota Chapter of the Community Associations Institute, including 2004 Chapter President, has chaired the CAI-MN Legislative Action Committee and served as an alternate member of CAI's Reserve Professionals Committee.

He leads workshops and lectures at Educational Conferences, authors articles on reserve funding, routinely consults with association boards, and teaches Property Manager and Realtor continuing education courses.

Dave Stendal, President
Omega Management, Inc
15350 25th Avenue North, Suite 108
Plymouth, MN 55447
Phone: (763) 449-9100
dstendal@omega-mgt.com

David Stendal is principal/owner of Omega Management with 35 years of property management and entrepreneurial experience. David is a sought-after speaker and consultant within the homeowner association management industry, not only because of his extensive experience but also because of his vision that associations must focus on the long-term to achieve success, an attribute too often lacking in today’s ‘don’t worry about tomorrow’ attitudes. As principal/owner, David strives to instill this philosophy in his employees, developing some of the best association management talent in the Twin Cities.

David Stendal founded Omega Management, Inc. in 1977, starting with an initial portfolio of small rental properties totaling 89 units. In February 1980, the company acquired its first community association client, a small 20-unit property built in 1887. Sensing an opportunity in this new field of association management, Stendal quickly refocused the company to specialize in community association management. Realizing that there was much to learn in this new field that shared little in common with rental management, Stendal joined the Community Associations Institute in 1980. He was elected to the Chapter Board of Directors and served as President of the CAI Minnesota Chapter in 1983. Stendal has presented seminars on a variety of topics, including budgeting, Reserve funding, dealing with contractors, and handling insurance deductibles.

Omega Management, Inc. currently manages over 60 community associations comprising about 5,000 units, with a number of clients dating back to the early 1980’s