Santa Barbara Luncheon: Regular, Special, & Emergency Assessments Done Right

Most association members bring out their pitchforks and torches when boards and management bring up the most dreaded words in an association… "Special Assessments," or even worse, "Emergency Special Assessments." But when the alternative is liability for safety hazards or property damage arising from a failure to maintain, what is a board to do?

Join us for this presentation and walk away with a plan of action to successfully impose emergency and special assessments by focusing on the legal issues and strategies. Hear recommendations for a well-organized process before, during and after the assessment is levied to help members put down their pitchforks and torches and accept necessary investment in community infrastructure.

Valet Parking is hosted. (When you arrive, let them know you are with the CAI group)

FOR HOA BOARD MEMBERS & HOMEOWNERS, register as a "homeowner leader". If you would like us to invoice your association for your registration, select "check" as the payment type on the registration form. Thank you!

Chapter Cancellation Policy

If you need to cancel, please do so at least 7 days prior to this event. Any no shows or cancellations within 7 days, will be charged the registration fee. You can send someone else in your place if you are unable to attend but please notify the chapter office by emailing cai@cai-channelislands.org.

CAI-Channel Islands Chapter has the following policies in place to encourage a respectful networking experience for everyone. If you have any questions, please contact Executive Director, Leah Ross at 805-658-1438 or email cai@cai-channelislands.org.

CAI-Channel Islands Chapter No Suitcasing Policy

CAI – Channel Islands Chapter relies on the generosity of its sponsors and exhibitors, and in return strictly prohibits companies or individuals not registered as sponsors or exhibitors of a chapter event from soliciting sales or sales leads, offering or promoting goods or services at that event, or soliciting participants for their company's social activities. Non-exhibiting business partners may exchange their business cards only when asked. 

Those violating this policy will receive an initial warning.  If any further violation occurs, the violator may be charged the exhibitor sponsorship rate for that event in question, and/or the Chapter's Executive Committee may take additional actions available to the Chapter, as it deems appropriate.

CAI-Channel Islands Chapter Member Professionalism Policy

CAI – Channel Islands Chapter operates upon mutual respect and professionalism among its members, and therefore has the following guidelines in place to promote the highest level of professional conduct and ethical behavior among its members.

• The Chapter prohibits companies or individuals soliciting event attendees for their own or their company's employment or competing social activities, but does not prohibit an attendee from providing a business card to an individual who requests one.
• The Chapter prohibits conduct by individuals toward others that could be reasonably interpreted by the recipient, or by the Chapter, as constituting unwelcome physical conduct, verbal conduct, or sexual harassment.

Violators of this policy will receive an initial warning. If the offending behavior reoccurs after a warning has been issued, the Executive Committee may take additional actions available to the Chapter as it deems appropriate, which may include, but is not limited to the ability to attend chapter events and if applicable, a formal complaint submitted to the CAI-National Designation Ethics Committee.