4:00 pm - Registration Check-in

4:15 pm - Educational Session #1: "HOA Legal Q&A"

SUBMIT YOUR LEGAL QUESTIONS IN ADVANCE TO: cai@cai-channelislands.org. Speakers will do their best to answer all questions received.

Presented by:

Janet L.S. Powers, Esq., CCAL, Fiore Racobs & Powers LLP

Sean Allen, Esq., Allen Law Corp.

5:00 pm Exhibitor Faire | Managers' Happy Hour

Visit HOA Business Partner exhibits in the exhibit hall (hors d'oeuvres served)

Community Managers, join our event sponsors for a Hosted Happy Hour

6:15 pm Dinner & Educational Session #2: "Finding the Money"

Managing your association's finances isn't easy—especially with rising inflation, soaring insurance costs, and essential maintenance or capital projects that just can't be deferred. This session will guide you through building a realistic and effective budget, distinguishing between needs and wants, and exploring funding tools such as increased assessments, special or emergency assessments, and alternative options. You'll gain practical insight into the board's fiduciary responsibilities, strategic decision-making, and how to collaborate with industry professionals to ensure your community stays financially strong.

Presented by:

Ruth Campbell, CMCA, CCAM-PM, CID Management Solutions, Inc.

Sandra L. Gottlieb, Esq., CCAL, SwedelsonGottlieb

*Grand Prize will be given away at this session - must be present to win.

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.