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Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
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  • Contains 3 Component(s) Includes a Live Web Event on 08/30/2022 at 12:00 PM (CDT)

    A discussion of safety and security in your community and creating Concentric Circles of Security. Ask our experts your pressing safety questions.

    Duration: 1 HR 30 MIN

    Security is a hot topic in the Chicagoland area, with ongoing criminality and the uptick in property theft, being any bit proactive with your community’s security, or Peace of Mind as we see it, can mean the difference between a high retention percentage with your residents and the slippery slope of residential exodus. Tune in to learn more about creating Concentric Circles of Security with experts.

    Josh Mailey

    Retired Streamwood Police Department and US Army Veteran who relies on nearly 30 years of experience in providing safety to others. A family man and a well-respected Signal Security Franchise owner in the northwest suburbs of Chicagoland with many contacts within the area police departments.

    Roderick Gardner

    Roderick served in the US Navy before becoming a Chicago Police Officer and then a Signal Security Franchise owner. His 30 plus years of serving the community has earned him great respect in Chicago Metro. His connections with the CPD keeps him in the know thus allowing him to service his clients downtown to a better degree.

    JR Penera

    JR is the Director of Sales/Client Retention at Signal 88 for the whole Chicagoland area. His experience and expertise in Business Development, Marketing and Customer Service helps the five Chicagoland Franchise Owners focus on providing top quality service while he supports them with new business and relationships.

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

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    • Register
      • Non-member - Free!
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - $25
      • CAI Student Member - Free!
      • CAI Management Company Member - $25
      • CAI Business Partner Member - $25
      • CAI Affiliate Business Partner Member - $25
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - $75
      • Non-Member Management Company - $75
      • Non-Member Business Partner - $75
    • More Information
  • Contains 20 Component(s) Includes a Live Web Event on 08/19/2022 at 1:00 PM (CDT)

    A virtual, on-demand CMCA test review with a live QA session. Managers who pass the CMCA test can earn the Certified Manager of Community Associations Designation and can become licensed property managers through the State of Illinois.

    Duration: CMCA Recordings 2 HR 30 MIN

    The CMCA Review is a test review course for property managers preparing to take the CMCA test. There are self-paced modules which should be completed before the live Q&A session.

    Topics covered include:

    • Meetings
    • Governance & Legal Issues
    • Budgets, Reserves
    • Investments & Assessments
    • Financial Controls
    • Risk Management & Insurance
    • Property Maintenance
    • Contracting
    • Human Resource Management
    • Test Strategies to include example test questions

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

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    • Register
      • Non-member - $75
      • CAI Homeowner Leader Member - $25
      • CAI Manager Member - $25
      • CAI Student Member - $25
      • CAI Management Company Member - $75
      • Non-Member Homeowner Leader - $75
      • Non-Member Manager - $75
      • Non-Member Management Company - $75
    • More Information
  • Contains 3 Component(s) Includes a Live Web Event on 07/14/2022 at 1:00 PM (CDT)

    A discussion of who's who in your association. Learn the roles of board members, management companies, community association managers, and the board/manager relationship.

    Duration: 1 HR 30 MIN

    Whether you are an owner of a condo, a townhouse, or a single family home, or serve as a volunteer on the board in one of these community associations, you will want to understand your role and your manager's role in your association.

    A panel of managers and homeowner leaders will answer your questions on roles within the association.

    Nikki Ledwell

    Senior Property Manager

    RealManage

    Prior to community management, Nikki was a regional manager for rental communities throughout the Chicagoland area for over 10 years and worked in the insurance industry for over 5 years. She serviced the self-managed Graue Mill Homeowners Association and their 5sub-associations for 10 years as an assistant manager. Projects within this community included 2 natural flood disasters and a claim process with FEMA as well as a multi-million dollar flood mitigation project in 2018. Nikki has been with RealManage in September of 2019,  briefly stepping away to continue her formal education.  As a Portfolio Manager, she oversees homeowner associations, condominium associations, mid-rise condominium associations, townhomes, and a build-out community.  She is now a Senior Community Association Manager at RealManage. She holds the CMCA (Certified Manager of Community Associations) and AMS (Association Management Specialist) designations and graduated with honors in 2022. She also belongs to the National Society for Leadership and Success. With a passion for this industry, you can find articles written by Nikki in the CAI-Illinois Common Elements magazine about the importance of financial planning as well as hear her on the Wayne’s World podcast speaking about the benefits of community members and managers working cohesively. She is also the Chair of the Homeowner Leader Education Committee with CAI and a volunteer committee member of CAMICB (Community Association Managers International Certification Board).

    Peter Santangelo

    Wintrust Community Advantage

    Peter J. Santangelo currently serves as President of WINTRUST COMMUNITY ADVANTAGE, a division of Wintrust Financial Corporation, a multi-billion dollar holding company. Mr. Santangelo has more than thirty-eight years of banking experience of which twenty years have been in association banking.  Peter is a member of various organizations including:  CAI, ACTHA, IREM and Apartment Building Owners and Managers Association and serves on various committees within these organizations.   Mr. Santangelo is a Certified Manager of Community Associations® (CMCA) by the National Board of Certification for Community Associations Managers.   After servicing 6 years on the board of directors of the CAI  IL Chapter, he served as the President in 2008.    He was later recognized by the CAI – IL Chapter with the Barbara Wick Award for his lifetime body of leadership and achievements in 2019.  The Foundation for Community Association Research Board which is affiliated with CAI has been an area of focus for Pete serving for 7 years on their board of directors and is currently serving as President.    

    Diane Pagoulatos

    DCAL / Homeowner Leader

    Currently retired and living in a community of 211 Unit Townhome and Condominiums named the Whispering Lake Subdivision in Lake Bluff, Illinois. Diane serves on the Board of the Master/Umbrella Association as well as having served on the Townhome Board as Secretary and Treasurer of the Association. She has initiated and developed the Whispering Lake Website, as well as serving on the Social and Landscaping Committees for several years.  Diane is passionate about educating and mentoring homeowners in Association Best Practices and directs many homeowners to proper channels when they wish to educate themselves about serving on a Board and creating harmonious community living. She has participated as a moderator in many seminars in the industry. Diane has served as Past President, Vice-President and Secretary of ACTHA. She has served on the Membership, Events and Education Committees of ACTHA. She enjoys networking with other homeowners to foster better relations between Association boards, unit owners and management companies. Diane has also served on the CAI Board of Directors in 2016 and was recognized by being awarded the Rising Star Award in 2017 and the Homeowner Leader of the Year in 2018. She is currently on the Illinois Legislative Action Committee as well as the Co-Chair of the Legislative Fundraising Committee since 2016.

    Carolyn Haack

    Homeowner Leader

    Carolyn has been a member of both her Building Board and their Master Board since 2012 as Secretary for each.  In 2013, she was elected President of the Building Board, and in 2014, President of the Master Board.

     Although now her full focus is on serving in this capacity on both boards, she spent most of her career in retail, human resources, and store operations.

     Though her sister served on her own condo board for many years, Carolyn’s first personal experience in condominium living was when she moved to Glenview in 2011.  She then came across CAI-IL and their DCAL program.  She has since earned her DCAL designation by completing all 7 courses. The knowledge and structure she obtained has been a strong foundation for educating my fellow board members and has brought each of them to a much more informed and active role in our community.

     As a current member of CAI’s Homeowner Leader Education Committee, she hopes to inspire many more homeowner board members to take advantage of this trove of well-researched and well-organized knowledge. 

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

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    • Register
      • Non-member - Free!
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - Free!
      • CAI Student Member - Free!
      • CAI Management Company Member - Free!
      • CAI Business Partner Member - Free!
      • CAI Affiliate Business Partner Member - Free!
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - Free!
      • Non-Member Management Company - Free!
      • Non-Member Business Partner - Free!
    • More Information
  • Contains 4 Component(s), Includes Credits

    The program will discuss the aftermath of the changes that occured with New Fannie Mae guidelines and what Associations continue to do about it.

    Duration: 1 HR
    CE Credits: 1 

    In October 2021 Fannie Mae released new guidelines for Condo & co-op project loans.  The requirements apply to buildings with 5 or more units.  The changes took effect for loans effective January 1, 2022.  The program will discuss the aftermath of these changes and what the Associations continue to do about it.  We will discuss how the changes impact reserve requirements and special assessments.

    Anthony Dister

    Wintrust Community Advantage

    Anthony Dister started with Community Advantage in August 2004 and currently serves as a Vice President and is responsible for new business development and portfolio management for our management company and association clients. Mr. Dister brings over 15+ years of experience to Community Advantage.

    Before joining Community Advantage, Mr. Dister was a Personal Banker at a northwest suburban bank for three years. Upon his arrival at Barrington Bank & Trust in 2002, he managed the teller line and then transferred into operations. Mr. Dister transferred to Community Advantage in 2004 where he worked as a Financial Analyst for two years before being promoted to a Commercial Loan Officer, Assistant Vice President and later Vice President.

    Mr. Dister was previously named a Certified Manager of Community Associations® (CMCA) by the National Board of Certification for Community Associations Managers. He joins many CMCAs nationwide who have mastered the fundamental knowledge to manage condominium, cooperative and homeowners associations.

    Education
    University of Phoenix – Bachelor of Science in Finance
    Harper College – Associates Degree
    Wintrust Academy, Credit Training

    Professional Affiliations/Designations
    Certified Manager of Community Associations® (CMCA)
    Community Associations Institute (CAI) Illinois Chapter
    -Board Member and Treasurer, 2015-current
    -Finance Committee Co-Chair 2016-current
    -Committee for Community Development Chair, 2010-2014
    Association of Condominium, Townhouse & Homeowner Association (ACTHA)
    Media/Condo Lifestyles
    -Media Event Planning Committee
    -Institute of Real Estate Management (Friends of IREM)
    Barrington Bank & Trust
    -Community Reinvestment Act Committee Member

    Awards
    2016 Olympus Service Award – Community Associations Institute
    2010 Community Banker of the Year – Barrington Bank & Trust
    2007 Rising Star Award – Community Associations Institute
    2005 Community Banker of the Year – Barrington Bank & Trust

    James Stevens

    Saul Ewing Arnstein & Lehr. LLP

    Jamie Stevens advises community associations on a range of issues related to their daily business operations, serving as their general legal advisor. In his work with the leaders of condominium and other common interest communities on governing documents, finances, litigation and transactional issues, Jamie provides them with perspective and broad knowledge in their legal matters. His experience includes: drafting easements, bylaws and declarations; advising on developer turnover matters and assessment collection; interpreting governing documents; and counseling on the variety of contract, dispute, and business concerns they face. In litigation, Jamie represents associations in covenant interpretation and enforcement matters and defends associations against various claims, drawing from broad on-the-ground experience with associations in their life cycles

    Aside from his role as counselor, Jamie relies on his familiarity with the Illinois Condominium Property Act and Common Interest Community Association Act to assist clients in transactional matters such as deconversion sales of entire properties, lending transactions in the community association marketplace, and development of condominium and common interest properties. His experience includes drafting and negotiating purchase and sale agreements and preparing documentation to establish and develop condominium properties. He also assists with distressed property redevelopment, financing and receivership actions to resolve properties in crisis.

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support


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    Additional resources related to the topics discussed in this program

    • Register
      • Non-member - $75
      • CAI Homeowner Leader Member - $25
      • CAI Manager Member - $25
      • CAI Student Member - $25
      • CAI Management Company Member - $25
      • CAI Business Partner Member - $25
      • CAI Affiliate Business Partner Member - $25
      • Non-Member Homeowner Leader - $75
      • Non-Member Manager - $75
      • Non-Member Management Company - $75
      • Non-Member Business Partner - $75
    • More Information
  • Contains 4 Component(s), Includes Credits

    The program will discuss the changes that will occur New Fannie Mae guidelines and what the Associations can expect.

    Duration: 1 HR
    CE Credits: 1 

    In October 2021 Fannie Mae released new guidelines for Condo & co-op project loans.  The requirements apply to buildings with 5 or more units.  The changes will take effect for loans effective January 1, 2022.  The program will discuss the changes that will occur and what the Associations can expect.  We will discuss how the changes will impact reserve requirements and special assessments.

    Anthony Dister

    Wintrust Community Advantage

    Anthony Dister started with Community Advantage in August 2004 and currently serves as a Vice President and is responsible for new business development and portfolio management for our management company and association clients. Mr. Dister brings over 15+ years of experience to Community Advantage.

    Before joining Community Advantage, Mr. Dister was a Personal Banker at a northwest suburban bank for three years. Upon his arrival at Barrington Bank & Trust in 2002, he managed the teller line and then transferred into operations. Mr. Dister transferred to Community Advantage in 2004 where he worked as a Financial Analyst for two years before being promoted to a Commercial Loan Officer, Assistant Vice President and later Vice President.

    Mr. Dister was previously named a Certified Manager of Community Associations® (CMCA) by the National Board of Certification for Community Associations Managers. He joins many CMCAs nationwide who have mastered the fundamental knowledge to manage condominium, cooperative and homeowners associations.

    Education
    University of Phoenix – Bachelor of Science in Finance
    Harper College – Associates Degree
    Wintrust Academy, Credit Training

    Professional Affiliations/Designations
    Certified Manager of Community Associations® (CMCA)
    Community Associations Institute (CAI) Illinois Chapter
    -Board Member and Treasurer, 2015-current
    -Finance Committee Co-Chair 2016-current
    -Committee for Community Development Chair, 2010-2014
    Association of Condominium, Townhouse & Homeowner Association (ACTHA)
    Media/Condo Lifestyles
    -Media Event Planning Committee
    -Institute of Real Estate Management (Friends of IREM)
    Barrington Bank & Trust
    -Community Reinvestment Act Committee Member

    Awards
    2016 Olympus Service Award – Community Associations Institute
    2010 Community Banker of the Year – Barrington Bank & Trust
    2007 Rising Star Award – Community Associations Institute
    2005 Community Banker of the Year – Barrington Bank & Trust

    James Stevens

    Saul Ewing Arnstein & Lehr. LLP

    Jamie Stevens advises community associations on a range of issues related to their daily business operations, serving as their general legal advisor. In his work with the leaders of condominium and other common interest communities on governing documents, finances, litigation and transactional issues, Jamie provides them with perspective and broad knowledge in their legal matters. His experience includes: drafting easements, bylaws and declarations; advising on developer turnover matters and assessment collection; interpreting governing documents; and counseling on the variety of contract, dispute, and business concerns they face. In litigation, Jamie represents associations in covenant interpretation and enforcement matters and defends associations against various claims, drawing from broad on-the-ground experience with associations in their life cycles

    Aside from his role as counselor, Jamie relies on his familiarity with the Illinois Condominium Property Act and Common Interest Community Association Act to assist clients in transactional matters such as deconversion sales of entire properties, lending transactions in the community association marketplace, and development of condominium and common interest properties. His experience includes drafting and negotiating purchase and sale agreements and preparing documentation to establish and develop condominium properties. He also assists with distressed property redevelopment, financing and receivership actions to resolve properties in crisis.

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

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    Additional resources related to the topics discussed in this program

    • Register
      • Non-member - $75
      • CAI Homeowner Leader Member - $25
      • CAI Manager Member - $25
      • CAI Student Member - $25
      • CAI Management Company Member - $25
      • CAI Business Partner Member - $25
      • CAI Affiliate Business Partner Member - $25
      • Non-Member Homeowner Leader - $75
      • Non-Member Manager - $75
      • Non-Member Management Company - $75
      • Non-Member Business Partner - $75
    • More Information
  • Contains 3 Component(s)

    Attend this live virtual Q&A session about Vaccine and Mask Mandates in your Community Associations. You will hear up to date information as of October 11th 2021.

    Duration: 44 mins

    Live Virtual Q&A session on Vaccine & Mask Mandates in your Community Associations.

    Michael Kreibich

    Kovitz Shifrin Nesbit

    In 2006, Michael Kreibich joined Kovitz Shifrin Nesbit's litigation department, where he advised and guided association clients through the resolution of disputes and issues with unit owners, developers, subcontractors, service providers, and other vendors. During that time, Michael successfully represented numerous clients through all phases of litigation, including mediation, arbitration, and both bench and jury trails.

    In 2011, Michael transitioned into the firm’s Community Association Department where he now advises Common Interest Community Association (condominium, townhome, homeowner, Master) clients on a variety of major and day-to-day issues. He uses his extensive litigation background to assist association clients through the difficult disputes and decisions they inevitably face. Prior to joining Kovitz Shifrin Nesbit, Michael practiced in the area of insurance defense litigation, defending insureds in hundreds of lawsuits and obtaining countless favorable outcomes for his clients. During law school, Michael served as a Judicial Law Clerk for the Honorable Judge Brigid Mary McGrath in the Law Division, Jury Trials section at the Daley Center in Chicago. During that time, he assisted with the proceedings of several large jury trials  resulting in verdicts of over $10 million each. Michael received his undergraduate degree from the University of Wisconsin–Madison and is a graduate of the University of Illinois Chicago School of Law.

    Elizabeth Thompson

    Saul Ewing Arnstein & Lehr. LLP

    Elizabeth focuses her practice on counseling community associations both in litigation and on day-to-day operational issues. Elizabeth’s litigation experience includes litigating constitutional claims, administrative review actions, government investigations, and business litigation, such as preliminary and permanent injunctions, declaratory judgments, insurance issues, breach of fiduciary duty claims, and breaches of contract, in state and federal courts throughout the country.

    Elizabeth offers the following services, among others, for community associations:

    *enforcement of association governing documents, including seeking injunctive relief and governing rule violation proceedings from start to finish;

    *amendment of association governing documents, including amendments to condominium declarations to comply with the Illinois Condominium Property Act, amendments transferring limited common elements (such as parking or storage spaces), and substantive rule change amendments (such as prohibiting smoking or limiting rentals);

    *advice on collection of unpaid assessments;

    *review of association contracts, including but not limited to management contracts, elevator maintenance contracts, landscaping contracts, bulk cable and internet contracts, pool maintenance contracts, laundry contracts, parking contracts and construction contracts;

    *review and provide advice regarding financing options for large-scale projects, including review of proposed loan terms and assistance in loan closing and requirements for special assessments;

    *resolution of disputes between homeowners and the association; and

    *assistance with board meetings, membership meetings and board elections.

    Elizabeth also has experience handling complex commercial litigation matters, in administrative, state, and federal courts.  She has also litigated appeals in the Illinois Appellate and Supreme Court, and the Seventh and Eighth Circuit Court of Appeals, including preparation of appellate briefing and oral argument. 

    Prior to joining the firm, Elizabeth clerked for the Chancery Division of the Circuit Court of Cook County. There, she had gained experience researching and drafting opinions on a variety of equity issues, including insurance declaratory judgments, constitutional questions and administrative review cases. 

     

    • Register
      • Non-member - Free!
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - Free!
      • CAI Student Member - Free!
      • CAI Management Company Member - Free!
      • CAI Business Partner Member - Free!
      • CAI Affiliate Business Partner Member - Free!
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - Free!
      • Non-Member Management Company - Free!
      • Non-Member Business Partner - Free!
    • More Information
  • Contains 4 Component(s), Includes Credits

    This presentation will go over how we are forever changed by the COVID-19 pandemic.

    Duration: 1 hour 15 minutes     CE Credits: 1.50 Hours

    This presentation will examine how “business as normal” will be forever changed by the COVID-19 pandemic as it relates to community associations. Meetings and board elections that were once held in person may have virtual components long beyond the end of the pandemic as people become more comfortable in an online world. We will discuss needed rule changes to ensure that Board elections are conducted smoothly and in compliance with the Illinois Condominium Property Act while allowing individuals who so choose to vote without being physically present at the annual meeting. Additionally, as more people continue to work from home even after many offices reopen, we will discuss budgetary implications such increased “usage” of building facilities may have. We will also detail best practices for reopening association amenities as our state moves into looser standards on the number of people that can be present and more residents become fully vaccinated. How can an association best protect itself from liability exposure for reopening pools, gyms, and other amenity areas in response to growing pressure from unit owners while insurance policies have explicitly excluded coverage for infectious diseases. Are signs enough? Or should community associations take a more proactive approach? Finally, this presentation will delve into enforcement issues arising out of the various restrictions that have been required and may continue to be required as a result of the pandemic.

    Elizabeth Thompson

    Saul Ewing Arnstein & Lehr. LLP

    Elizabeth focuses her practice on counseling community associations both in litigation and on day-to-day operational issues. Elizabeth’s litigation experience includes litigating constitutional claims, administrative review actions, government investigations, and business litigation, such as preliminary and permanent injunctions, declaratory judgments, insurance issues, breach of fiduciary duty claims, and breaches of contract, in state and federal courts throughout the country.

    Elizabeth offers the following services, among others, for community associations:

    *enforcement of association governing documents, including seeking injunctive relief and governing rule violation proceedings from start to finish;

    *amendment of association governing documents, including amendments to condominium declarations to comply with the Illinois Condominium Property Act, amendments transferring limited common elements (such as parking or storage spaces), and substantive rule change amendments (such as prohibiting smoking or limiting rentals);

    *advice on collection of unpaid assessments;

    *review of association contracts, including but not limited to management contracts, elevator maintenance contracts, landscaping contracts, bulk cable and internet contracts, pool maintenance contracts, laundry contracts, parking contracts and construction contracts;

    *review and provide advice regarding financing options for large-scale projects, including review of proposed loan terms and assistance in loan closing and requirements for special assessments;

    *resolution of disputes between homeowners and the association; and

    *assistance with board meetings, membership meetings and board elections.

    Elizabeth also has experience handling complex commercial litigation matters, in administrative, state, and federal courts.  She has also litigated appeals in the Illinois Appellate and Supreme Court, and the Seventh and Eighth Circuit Court of Appeals, including preparation of appellate briefing and oral argument. 

    Prior to joining the firm, Elizabeth clerked for the Chancery Division of the Circuit Court of Cook County. There, she had gained experience researching and drafting opinions on a variety of equity issues, including insurance declaratory judgments, constitutional questions and administrative review cases. 

     

    David Sugar

    Saul Ewing Arnstein & Lehr, LLP

    David Sugar focuses on real estate and corporate matters, especially the representation of condominium associations and common interest community associations in connection with statutory compliance and governance issues, covenant enforcement, capital project loans, litigation and developer disputes. David represents many of Chicago's largest condominium developments, and works with associations from conception through maturity, including guidance for new associations making the transition to unit owner control.

    • Register
      • Non-member - $75
      • CAI Homeowner Leader Member - $25
      • CAI Manager Member - $25
      • CAI Student Member - $25
      • CAI Management Company Member - $25
      • CAI Business Partner Member - $25
      • CAI Affiliate Business Partner Member - $25
      • Non-Member Homeowner Leader - $75
      • Non-Member Manager - $75
      • Non-Member Management Company - $75
      • Non-Member Business Partner - $75
    • More Information
  • Contains 3 Component(s)

    How should an HOA identify and truly manage risk?

    Duration: 1 HR 30 MIN

    It may sound odd, but the Surfside collapse was not a matter of insurance. Did you know that collapse is a policy exclusion? Insurance experts have speculated that the carriers involved in the Surfside tragedy paid policy limits to the HOA to avoid negative publicity. If insurance wasn’t the real issue, what was?

    Changes to best practices and insurance regulations will ultimately emerge from the aftermath of this event. But how should an HOA identify and truly manage their risk? You will learn about:

    Insurance Policies--What should you be focusing on to best manage your risk?

    Reserve Studies and Structural Engineering Reports provide different information. Does every association need both?

    What about the Midwest? We don't have oceans or hurricanes to worry about. Aren't events caused by wind, hail or ice damming the same?

    Our expert panel will present live, and answer questions from the live chat. 

    Panelists:
    Nancy Ayers, CPCU, CIC, Alliant Americas

    Kathy Kahl, CIRMS, EBP, Rosenthal Brothers Insurance

    Nancy Ayers

    Alliant Insurance

    Nancy Ayers manages the Residential Risk Management Practice at  Alliant/Mesirow Insurance  She specializes in designing customized programs for building owners and property management companies.  She is a member of the Broker Advisory Council for Affiliated FM/FM Global Insurance and former board member of the Council of Insurance Agents and Brokers in Washington DC.DC.

    Kathy Kahl

    Rosenthal Brothers Insurance

    Kathy began working in the insurance industry in 1989 while earning her Bachelor of Sciences degree in Marketing from the University of Illinois at Chicago. 

    She began her insurance career selling and servicing personal insurance and shortly after college graduation in 1993, became manager of a Personal Lines Department for a downtown Chicago agency where she received her introduction to commercial insurance.  She became especially interested in the area of community association insurance.  She realized that working with property managers, board members, and homeowners was similar to the goals she set for herself in working with her home and auto insurance clients.  Her goals being to create a long term relationship with the client through open communication, education, service, and to earn the position as their trusted insurance advisor.  Working with community associations quickly became the focus of her career and passion.

    Kathy demonstrates her commitment to the advancement of community associations as well as her professional development by being a member of CAI, earning both the CIRMS (Community Insurance and Risk Management Specialist) and Educated Business Partner credentials from CAI, she volunteers on the CAI Magazine, Membership, and Homeowner Leader Education committees and is also a member of ACTHA (Association of Condominium, Townhouse, and Homeowners Associations).  Kathy is also involved with other industry related groups and committees.  

    Community Associations Institute - Illinois Chapter would like to thank the program sponsors for their generous support

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    • Register
      • Non-member - Free!
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - Free!
      • CAI Student Member - Free!
      • CAI Management Company Member - Free!
      • CAI Business Partner Member - Free!
      • CAI Affiliate Business Partner Member - Free!
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - Free!
      • Non-Member Management Company - Free!
      • Non-Member Business Partner - Free!
    • More Information
  • Contains 3 Component(s) Recorded On: 10/01/2021

    Do you want to learn how to send more impactful email messages? Watch Video Email Marketing

    Duration: 1 HR


    Have you ever heard of or used video email marketing? Want to learn more about this method of communicating to your clients? Attend this Business Partner session to learn the benefits and best practices of video email marketing. We will also demonstrate how to use it and provide some platform examples. There will be time for questions and networking at the end.


    David Burke

    Custom Installations

    David Burke is the Executive Account Manager at Custom Installations based out of Lake Forest, IL. David manages creative consultation pertaining to large loss prevention. Operating with an advanced construction management team, performing work on the outer envelope of residential and commercial structures. 

    Prior to his time with Custom, David spent extensive time contributing in Sales, Marketing and IT services with a specialty in improving systems. Automating modern processes while implementing construction efficiencies, allow large scale savings capitalization. He has also worked with the founder of Groupon in collaboration of two startup companies, Innerworkings and Echo Global Logistics where he introduced many Enterprise revenue generating activities, successfully securing lucrative accounts. 

    David is an active member in his community, assisting many to secure a solid connection to religious studies. David gives his large family up-bringing much of the credit for his success in life. As he puts it, “having to negotiate others for breakfast every morning increases your willingness to work hard.” 

    Calvin Cornish

    Nania Energy Advisors

    • Register
      • Non-member - Free!
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - Free!
      • CAI Student Member - Free!
      • CAI Management Company Member - Free!
      • CAI Business Partner Member - Free!
      • CAI Affiliate Business Partner Member - Free!
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - Free!
      • Non-Member Management Company - Free!
      • Non-Member Business Partner - Free!
    • More Information
  • Contains 3 Component(s)

    A discussion of common questions/issues around association meetings during the pandemic

    Duration: 1 HR 10 MIN

    Many considerations must be made for the open meetings of community associations during the pandemic. This Condo/HOA Q&A will focus on clarifying the legal requirements and proper planning for these meetings, whether in-person or virtual.

    Topics of discussion will include:

    • Difference between Annual Members Meeting and an open Board Meeting
    • Notice of meetings
    • Special considerations for elections/voting/proxies in remote Annual Meetings
    • Planning for meetings
    • Roles and demeanor of individual board members during Board Meetings
    • Purpose and legal requirements of meeting minutes

    Our expert panel will present live, and answer questions from the live chat. 

    Panelists:
    Kerry Bartell, Kovitz Shifrin Nesbit
    Danette Smusz, Foster/Premier
    John Gocke, Westchester Club Homeowners Association

    Kerry Bartell

    Kovitz Shifrin Nesbit

    Kerry Bartell is a principal with the law firm of Kovitz Shifrin Nesbit and has been practicing with the firm for over 16 years. She concentrates her practice in the area of Common Interest Community Association
    (condominium, townhome, homeowner, Master) law.

    Kerry's expertise includes providing guidance on general matters relating to associations, as well as counseling the board of directors for an association on corporate actions, contracts, dispute resolution and other issues relating to the association as a corporation.

    Kerry conducts seminars and webinars on community association law for homeowners, property managers and community associations in the Chicago land area. She is a frequent speaker at industry tradeshows and has written numerous articles featured in publications such as the Chicago Tribune, Common Interest, and Chicagoland Cooperator.

    Kerry is also actively involved with Community Association Institute (CAI), where she served on the Board for six years and as Illinois Chapter President for two years. She currently serves on the Chapter Awards and Nominating Committees.

    Kerry received her undergraduate degree from Northwestern University and is a graduate of the Chicago-Kent College of Law.

    Danette Smusz

    Foster/Premier

    With more than 26 years’ experience in Property Management, Danette has developed a positive and objective approach to problem solving as well as a friendly and professional demeanor with all clients.

    Prior to joining Foster/Premier, Inc., Danette’s work at a financial institution for six years in Customer Service and Business Development established her dedication to the importance of customer communication and servicing their needs as a priority.

    Her designations are:
     - Certified Manager of Community Associations (CMCA®) designated by the Community Association Managers International Certification Board (CAM-ICB)
     - Association Management Specialist (AMS®) designated by the Community Associations Institute (CAI)

    John Gocke

    John Gocke, Townhome Owner- CAI-IL Homeowner - Leader Education Committee

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