CAI CT -SESSIONS

REGISTER>>>
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8:30 – 10:15am – Registration & Breakfast & EXHIBIT HALL
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8:30 – 10:00am - WAGON
Managers’ Breakfast: (exclusively for state registered property managers)
9-1-1 The Role of Manager as a First Responder
Before, During and After Big and Small Disasters
Speakers – Bill Jackson – J.P. Maguire & Associates, Inc., Barry Rickert – Office of the Connecticut Fire Marshal (Retired), Del Cade –Paul C. Higgins, Inc. and Karl Kuegler – Imagineers, LLC Moderator: Howard Rosenberg, Esq. – Rosenberg & Rosenberg P.C.
Property managers are truly on the frontlines of all disasters, regardless of the severity. Many concerns need to be balanced, with overall community safety being the key priority. The panel will discuss the importance of proper planning for your communities and training for your employees.
Sponsored by: First Niagara Bank, N. A. and J.P. Maguire Associates, Inc.

8:30 – 9:30am - GLASS
Presidents’ Club Breakfast: (exclusively for association presidents) - HANDOUT -->>
What You may Not Know about CIOA Changes - Practical Applications and Solutions Speakers – Adam J. Cohen, Esq. – Pullman & Comley, LLC and Ari Hoffman, Esq. – Cohen & Wolf, P.C. Moderator: Pam Bowman – Prime Touch Services The major revisions to CIOA in 2010 have had an impact on how associations must now function. Complying with the new regulations may be challenging for some, but through better planning and enhancement of record keeping, etc., associations should have more tools to run effectively. Sponsored by: Prime Touch Services

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8:30am Registration and Continental Breakfast
EXHIBIT HALL OPENS
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10:15 – 11:00am - Session I

a) WAGON – Budget Blunders
HANDOUT1 -->>
HANDOUT2 -->>
How to Avoid Common Problems in Association Finances
Speakers: Walt Williamsen, PCAM – Reserve Strategies, LLC, Sam Tomasetti, CPA – Tomasetti, Kulas & Co, Franklin G. Pilicy, Esq. – Franklin G. Pilicy, P.C.
Moderator: Bob Gourley - MyEZCondo
Has your association’s budget evolved? Do your numbers add up? Our speakers will address a variety of budget related topics such as: the realities of the budget ratification process under the new CIOA changes; managing budget debt; meeting FHA requirements for reserve budgeting and strategies for handling excess income. An association’s budget is the key planning and accountability document. This session will help your association stay on the right track. Sponsored by: Imagineers, LLC

b) GLASS - The Future of Insurance
Speaker: Lori Long, Property Claim Specialist - CAU
The Winter of 2011 and ice dams, an earthquake, a hurricane and ‘Snow-o-ween’ – oh my! Last year was one for the record books for many reasons. All of our many natural disasters created an avalanche of claims for insurance coverage. Insurers and property owners were all overwhelmed with the level of activity. Our speaker will help to shed some light on how the insurance industry is likely to evolve.
Sponsor: Barkan Management Company, Inc.

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11:00 – 11:30am EXHIBIT HALL
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a) WAGON – Managing Expectations – Setting Realistic Goals
HANDOUT1 -->>
HANDOUT2 -->>
Speakers: Bill Ward, Esq. - Ackerly & Ward, Wendy Perotti - PERCO, Bob Burrows, PCAM – Consolidated Management Group, Inc.
Moderator: Mike Zimmer – Meadows of Southington
How does your association ensure it is getting what it is paying for? A clear understanding about the responsibilities of boards, managers, contractors and unit owners can make the difference between successful communities and those which are struggling. Great communities are those which have well defined expectations for all the many parties involved. Discover strategies for successsfully managing the many expectations you must juggle on a daily basis. Sponsored by: Perco, Inc.

b) GLASS – State Government and Community Associations in Connecticut
Speakers: Scott J. Sandler, Esq. – Perlstein, Sandler & McCracker, LLC, Gerard O’Sullivan – Department of Insurance
Moderator: Bob Gourley - MyEZCondo
Given that common interest communities are self-governed, state government has a very limited role in dealing with many of the issues facing associations and their owners. However, many unit owners reach out to various departments in the State of Connecticut to seek answers and/or relief for problems in their associations. Sponsored by: Imagineers, LLC

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12:15 – 12:45 – EXHIBIT HALL
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a) WAGON – Making Decisions Post CIOA Revisions: Nuts & Bolts
Speakers: Gregory W. McCracken, Esq. – Perlstein, Sandler & McCrackern, LLC, N. Lynne McCarron, AMS – Phoenix Property Management
Moderator: Karl Kuegler – Imagineers, LLC
The recent CIOA revisions have presented many new challenges as well as opportunities. The requirement for greater transparency and unit owner participation often means greater creativity for handling meetings and more. Find new ways to ensure association decisions are being made properly. Sponsored by: Crystal Restoration Services

b) GLASS – Alternate Dispute Resolution (ADR) HANDOUT -->>
Speakers: Brenda Cavanaugh – Community Mediation, Inc. and Reggie Babcock – Westford Real Estate Management, LLC
Moderator: Lisa Anderson, Esq. – Bender, Anderson & Barba, P.C.
Living in a community association requires the cooperation of dozens, sometimes, hundreds, of personalities in order to function smoothly. Inevitably, there are bound to be disagreements on any number of issues from rules to budgets to how the landscaping is done. Opinions and passions can sometimes flare, causing disharmony. Alternative Dispute Resolution (ADR) is viewed as a substitute vehicle to settle disputes outside of the traditional courtroom setting. Our speakers will help us understand how ADR could be better utilized to enable our communities to go from “Good to Great.”
Sponsored by: Bender, Anderson & Barba, P.C.

Don’t Miss Out! R.S.V.P. today!
Last year’s annual conference set an all time high attendance record. Seating will be limited this year. Be sure to register early to be certain we have a seat for you! Once again, we will offer Special Breakfast Events for Association Presidents and Property Managers. We have fabulous learning opportunities covering a wide range of topics. Save money and register early for the low cost admission of only $20/members and $35/non-members but you must R.S.V.P. in advance to avoid paying a late registration fee at the door. There will be PLENTY of FREE parking!


	SESSION PAGE March 10, 2012 at the Aqua Turf in Plantsville, CT 8:30am - 2:00pm Pictures -->> Admission $20 Members, $35 Non-Members, $50 Business Partners REGISTER>>> --------------------------------------------------------------------------------- 8:30 – 10:15am – Registration & Breakfast & EXHIBIT HALL --------------------------------------------------------------------------------- 8:30 – 10:00am - WAGON Managers’ Breakfast: (exclusively for state registered property managers) 9-1-1 The Role of Manager as a First Responder Before, During and After Big and Small Disasters Speakers – Bill Jackson – J.P. Maguire & Associates, Inc., Barry Rickert – Office of the Connecticut Fire Marshal (Retired), Del Cade –Paul C. Higgins, Inc. and Karl Kuegler – Imagineers, LLC Moderator: Howard Rosenberg, Esq. – Rosenberg & Rosenberg P.C. Property managers are truly on the frontlines of all disasters, regardless of the severity. Many concerns need to be balanced, with overall community safety being the key priority. The panel will discuss the importance of proper planning for your communities and training for your employees. Sponsored by: First Niagara Bank, N. A. and J.P. Maguire Associates, Inc. 8:30 – 9:30am - GLASS Presidents’ Club Breakfast: (exclusively for association presidents) - HANDOUT -->> What You may Not Know about CIOA Changes - Practical Applications and Solutions Speakers – Adam J. Cohen, Esq. – Pullman & Comley, LLC and Ari Hoffman, Esq. – Cohen & Wolf, P.C. Moderator: Pam Bowman – Prime Touch Services The major revisions to CIOA in 2010 have had an impact on how associations must now function. Complying with the new regulations may be challenging for some, but through better planning and enhancement of record keeping, etc., associations should have more tools to run effectively. Sponsored by: Prime Touch Services --------------------------------------------------------------------------------- 8:30am Registration and Continental Breakfast EXHIBIT HALL OPENS --------------------------------------------------------------------------------- 10:15 – 11:00am - Session I a) WAGON – Budget Blunders HANDOUT1 -->> HANDOUT2 -->> How to Avoid Common Problems in Association Finances Speakers: Walt Williamsen, PCAM – Reserve Strategies, LLC, Sam Tomasetti, CPA – Tomasetti, Kulas & Co, Franklin G. Pilicy, Esq. – Franklin G. Pilicy, P.C. Moderator: Bob Gourley - MyEZCondo Has your association’s budget evolved? Do your numbers add up? Our speakers will address a variety of budget related topics such as: the realities of the budget ratification process under the new CIOA changes; managing budget debt; meeting FHA requirements for reserve budgeting and strategies for handling excess income. An association’s budget is the key planning and accountability document. This session will help your association stay on the right track. Sponsored by: Imagineers, LLC b) GLASS - The Future of Insurance Speaker: Lori Long, Property Claim Specialist - CAU The Winter of 2011 and ice dams, an earthquake, a hurricane and ‘Snow-o-ween’ – oh my! Last year was one for the record books for many reasons. All of our many natural disasters created an avalanche of claims for insurance coverage. Insurers and property owners were all overwhelmed with the level of activity. Our speaker will help to shed some light on how the insurance industry is likely to evolve. Sponsor: Barkan Management Company, Inc. --------------------------------------------------------------------------------- 11:00 – 11:30am EXHIBIT HALL --------------------------------------------------------------------------------- 11:30 – 12:15pm – Session II a) WAGON – Managing Expectations – Setting Realistic Goals HANDOUT1 -->> HANDOUT2 -->> Speakers: Bill Ward, Esq. - Ackerly & Ward, Wendy Perotti - PERCO, Bob Burrows, PCAM – Consolidated Management Group, Inc. Moderator: Mike Zimmer – Meadows of Southington How does your association ensure it is getting what it is paying for? A clear understanding about the responsibilities of boards, managers, contractors and unit owners can make the difference between successful communities and those which are struggling. Great communities are those which have well defined expectations for all the many parties involved. Discover strategies for successsfully managing the many expectations you must juggle on a daily basis. Sponsored by: Perco, Inc. b) GLASS – State Government and Community Associations in Connecticut Speakers: Scott J. Sandler, Esq. – Perlstein, Sandler & McCracker, LLC, Gerard O’Sullivan – Department of Insurance Moderator: Bob Gourley - MyEZCondo Given that common interest communities are self-governed, state government has a very limited role in dealing with many of the issues facing associations and their owners. However, many unit owners reach out to various departments in the State of Connecticut to seek answers and/or relief for problems in their associations. Sponsored by: Imagineers, LLC --------------------------------------------------------------------------------- 12:15 – 12:45 – EXHIBIT HALL --------------------------------------------------------------------------------- 12:45 – 1:45 – Session III a) WAGON – Making Decisions Post CIOA Revisions: Nuts & Bolts Speakers: Gregory W. McCracken, Esq. – Perlstein, Sandler & McCrackern, LLC, N. Lynne McCarron, AMS – Phoenix Property Management Moderator: Karl Kuegler – Imagineers, LLC The recent CIOA revisions have presented many new challenges as well as opportunities. The requirement for greater transparency and unit owner participation often means greater creativity for handling meetings and more. Find new ways to ensure association decisions are being made properly. Sponsored by: Crystal Restoration Services b) GLASS – Alternate Dispute Resolution (ADR) HANDOUT -->> Speakers: Brenda Cavanaugh – Community Mediation, Inc. and Reggie Babcock – Westford Real Estate Management, LLC Moderator: Lisa Anderson, Esq. – Bender, Anderson & Barba, P.C. Living in a community association requires the cooperation of dozens, sometimes, hundreds, of personalities in order to function smoothly. Inevitably, there are bound to be disagreements on any number of issues from rules to budgets to how the landscaping is done. Opinions and passions can sometimes flare, causing disharmony. Alternative Dispute Resolution (ADR) is viewed as a substitute vehicle to settle disputes outside of the traditional courtroom setting. Our speakers will help us understand how ADR could be better utilized to enable our communities to go from “Good to Great.” Sponsored by: Bender, Anderson & Barba, P.C. 1:45 Raffle *Don’t Miss Out! R.S.V.P. today!* Last year’s annual conference set an all time high attendance record. Seating will be limited this year. Be sure to register early to be certain we have a seat for you! Once again, we will offer Special Breakfast Events for Association Presidents and Property Managers. We have fabulous learning opportunities covering a wide range of topics. Save money and register early for the low cost admission of only $20/members and $35/non-members but you must R.S.V.P. in advance to avoid paying a late registration fee at the door. There will be PLENTY of FREE parking! REGISTRATION EXHIBITORS PDF Flyer of Sessions

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