| 7:30 AM |
Trade Show Set UP |
| 8:00 AM |
Registration Opens |
| 8:00 AM |
Trade Show Opens - Continental Breakfast |
| 8:40 AM |
Welcome & Introductions – Marj Peterson, PCAM, CCAM |
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Platinum Sponsor Introduction |
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| 8:45 AM |
Maintain and Enhance – Maintenance Tips Revealed |
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*Elevator Upgrades – Yikes-$$ |
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*Preparing a bid package like a Pro |
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*Negotiating the terms of a Contract to get the best deal |
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*Managing the Contractor and Expectations |
Speakers: |
Alice D. Finley, CMCA, AMS |
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Dave McGee, Attorney |
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| 9:30AM |
Board Meetings – Effective Methods for Effective Meetings! |
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The Board’s Decision Making Authority |
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When to Ask the Owners and When No |
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Handling Owners at the Board Meeting |
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Letting the Agenda be the Tool for the Meeting |
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What does an Effective Board Meeting Look Like? |
Speakers: |
Dave Stendal, Manager |
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David Hellmuth, Attorney at Law |
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| 10:15 AM |
Break – Coffee Table - Table Tops – Prize Drawing Quiz |
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| 10:45 AM |
Managing the Manager! |
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*Defining the Contract |
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*Defining Expectations on Both Sides |
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*Defining Procedures to Assure Compliance with the Contract |
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*Defining Micro-Management |
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*Tips for handling Micro-managing Board Members |
Speakers: |
Marj Peterson, PCAM, CCAM, Management Consultant |
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David McGee, Attorney at Law |
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| 11:15 AM |
Protecting Your Asset: Insurance Claims & Deductibles |
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*Insurance – Claims Handling Policies and Procedures |
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*Insurance Deductibles – Owners or Association? |
Speaker: |
Joe Mirocha, CIS, Insurance Consultant |
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| 11:30 AM |
The Legal Impact of Unfunded Reserves |
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*2010 Law Changes that Impact HOAs |
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*Defining “adequate” for Reserves |
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*Are Special Assessments for Shortfalls Legal |
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*Loans for Maintenance an Option? |
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*Is an HIA an Alternative? |
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*FHA is requiring Reserves – You must know information! |
Speakers: |
Greg Pettersen, RS, Reserve Consultant |
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Jack Bouquet, Attorney at Law |
| 12:00 |
Question and Answers- Alice Finley, Facilitator |
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| 12:25 |
Prize Gift Drawings |