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  • Contains 3 Component(s) Includes a Live Web Event on 04/25/2024 at 8:30 AM (CDT)

    True connection lies in understanding your own behavioral style. Learn how your behavior style helps people work better together.

    Duration: 1 HR

    During this presentation and discussion, you will hear from a 20-year industry expert in all facets of the industry. Tom has been a Community Association Manager, is currently a Business Partner who has closed annual loans of $50M with deposits in excess of $1B, and is the President of his association. He has mastered the art of building relationships to become a well-known industry superhero. This session will help you:

    1. Discover your behavioral style
    2. Understand others' behavioral styles
    3. Learn how to better communicate to form more meaningful connenctions

    Thursday, April 25

    8:30am - 9:30am

    Where
    Comfort of Your Home or Office

    Price
    FREE

    Prior to the session, we encourage you to take 10 minutes to take this DISC assessment to determine your communication styel. https://discpersonalitytesting...


    • 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

    Brush up on the basics and dive deeper into the world of property tax appeals from a community association perspective! This session, hosted by Timothy Jacobs with KSN, will provide a brief overview of the basics of property tax appeals in Cook County, then will shift focus to walk through the various levels of appeal, timelines, strategies, and the changing (and sometimes challenging) political environment. With the 2024 triennial reassessment upon us for the City of Chicago, this a great opportunity for both seasoned and experienced managers to broaden their knowledge on the property tax appeal process to guide their clients with confidence!

    Duration: 1 hour

    CE Credits: 1

    Brush up on the basics and dive deeper into the world of property tax appeals from a community association perspective!  This session, hosted by Timothy Jacobs with Kovitz, Shifrin, Nesbit, will provide a brief overview of the basics of property tax appeals in Cook County, then will shift focus to walk through the various levels of appeal, timelines, strategies, and the changing (and sometimes challenging) political environment. With the 2024 triennial reassessment upon us for the City of Chicago, this a great opportunity for both seasoned and experienced managers to broaden their knowledge on the property tax appeal process to guide their clients with confidence!

    Timothy Jacobs

    Principal Attorney

    KSN

    Timothy Jacobs concentrates his practice in the area of property tax assessment appeals. Since becoming a member of the Illinois bar in 2005, Tim’s efforts have substantially lowered his clients’ respective property tax burdens.

    While his current practice focuses primarily on the representation of condominium, homeowner (HOA), and townhome community associations, Timothy has also effectively advocated on behalf of commercial, industrial, and apartment building owners. Amidst an extremely daunting Illinois property tax appeal process, Timothy’s efforts have substantially lowered their respective property tax burdens.

    Timothy prides himself on guiding his clients through constant substantive and procedural rule changes and explaining the complexities of the assessment appeal process in simple and understandable language. For nearly a decade, he has spoken to both professional groups and community organizations regarding the benefits of aggressively appealing tax assessments. 

    Eric Ruby

    Regional Director

    FirstService Residential

    As a seasoned professional with 18 years of experience in property management and condominium administration, Eric Ruby serves as a Regional Director for FirstService Residential, a leading community association management firm committed to excellence in service and community development.

    With a deep understanding of both the residential market and the unique needs of property owners, Eric is dedicated to fostering strong client relationships and implementing innovative solutions to maximize property value and resident satisfaction. Leveraging a strategic approach to management, Eric works closely with property managers and staff to develop and execute tailored plans that align with each community's goals and objectives.

    Eric is known for his hands-on leadership style, empowering teams to achieve peak performance while fostering a culture of collaboration and continuous improvement. Their commitment to excellence is reflected in their ability to consistently exceed client expectations and drive growth within their region.

    Prior to joining FirstService Residential, Eric held key leadership positions within the property management industry, where he honed his skills in operations management, financial analysis, and business development. 

    Community Associations Institute - Illinois Chapter would like to thank our sponsor for this event



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    • Register
      • Non-member - $85
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - $35
      • CAI Student Member - $35
      • CAI Management Company Member - $35
      • CAI Business Partner Member - $35
      • CAI Affiliate Business Partner Member - $35
      • Non-Member Homeowner Leader - $35
      • Non-Member Manager - $85
      • Non-Member Management Company - $85
      • Non-Member Business Partner - $85
    • More Information
  • Contains 5 Component(s), Includes Credits

    Legal Topics Affecting Community Associations Board Members, Homeowners, and Community Managers--- Don't miss this opportunity to learn the latest legal updates, ask legal questions, and interact with attorneys and community association colleagues.

    Duration: 12 Hours over 2 days - VIRTUAL
    CE Credits: 12
    8 Law Firms
    4 Q&A sessions 
    Hot Legal Topics to include:
    1. 2024 Legal Updates Impacting Illinois Community Associations
    2. Books & Records: Framework for Managing Association Documents
    3. Changing Management Companies: 10 Items for a Stress-Free Transition
    4. What Can I Say? What Can I do? Navigating the Ever-Changing Boundaries of Managers & Board Members
    5. Taking Charge of the Legal Side of Electronic Vehicles
    6. What Fiduciary Duty Means to You
    7. Dos and Don'ts of Economizing Legal Fees
    8. Social Media: The Invited (or Uninvited) Member of Your Association


      Your registration fee includes a $5 donation to the IL Legislative Action Committee who pays a lobbyist to advocate on your behalf for positive legislation in community associations and the industry. If you do not wish to make this donation, please click the link below.

       https://learn.cai-illinois.org...

      Kerry Bartell

      KSN

      Kerry Bartell is a principal with KSN and has been practicing with the firm for over 20 years. She concentrates her practice representing condominium, homeowner (HOA), and townhome community associations. Kerry provides 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.

      Pamela Park

      Kovitz Shifrin Nesbit

      Pamela Park focuses her practice on representing condominium, homeowner (HOA), and townhome community associations. Pamela is one of KSN's senior litigators, concentrating in the defense of discrimination actions. She has successfully handled numerous complaints on the federal, state, and local levels.

      David Bloomberg

      Chuhak & Tecson

      David J. Bloomberg is a Principal at Chuhak & Tecson, P. C. and both leader of the firm’s condominium and community association practice group and co-leader of the Litigation practice group. David focuses his practice on products liability litigation, commercial litigation and condominium and common interest community association law.

      Phyllis Fasel

      Chuhak & Tecson

      Phyllis Fasel concentrates her practice in general business and real estate law. She provides legal advice to new and experienced business owners in entity structuring, ownership issues and day-to-day operational issues, while handling sophisticated business, real estate and financing transactions.

      Keith Jones

      Keay & Costello, PC

      Keith concentrates his practice in therepresentation of condominium and common interest community associations, aswell as the areas of general civil and commercial law.  He has extensive experience in preparing andamending association governing documents, including declarations, bylaws andrules and regulations as well as the enforcement of same.  Keith also provides guidance to association clientson a wide range of general corporate matters, such as corporate governance,maintenance/repair questions, and board actions.  He is also familiar with the FHA requirementsapplicable to condominium associations and has assisted numerous condominiumswith applying for FHA certification and re-certification through the HRAPprocess. 

       Since graduating Magna Cum Laudefrom Northern Illinois University College of Law in 2006, Keith has been withCostello Sury & Rooney, P.C. where he is currently a senior counsel.  He received a Bachelor of Arts in Economicsfrom DePauw University in 2000.  Keith isa member of the Illinois State Bar Association. He has made presentations at events for CAI-Illinois, ACTHA, andmultiple Chicago Bar Association committees, and previously served as aco-chair of the CAI-Illinois Legal Forum/Conference Education Committee.  In addition to Illinois, Keith is alsolicensed to practice law in the State of Texas.

      Libby Vassmer

      Costello Sury & Rooney

      Libby F. Vassmer is a shareholder of Costello Sury & Rooney in Oakbrook Terrace Illinois. Ms. Vassmer has been licensed to practice law in the state of Illinois since 2015 and the state of Indiana since 2022. Her practice is focused on the representation of condominium and common interest communities, cooperatives, as well as general civil practice. With her extensive experience in the collections arena, Ms. Vassmer has helped guide a multitude of associations towards reduced delinquencies and improved fiscal status. Ms. Vassmer frequently appears before courts in Cook County and the collar counties as well as northwest Indiana on behalf of associations. Additionally, Ms. Vassmer provides general counsel guidance to associations on issues such as corporate governance, violation/enforcement issues and contract review. Ms. Vassmer obtained her Juris Doctorate from The John Marshall Law School and received her undergraduate degree from the University of Illinois at Urbana-Champaign.

      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

      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.

      Laura Marinelli

      Levenfeld Pearlstein

      Laura Marinelli is a partner in and leader of the Community Association Group of Levenfeld Pearlstein. She has extensive experience representing condominium associations and common interest community associations in complex litigation matters involving various injunctive and equitable remedies, as well as covenant enforcement, developer issues, mixed use property disputes, and breach of fiduciary duty matters.

      Laura advises community associations on issues related to the association's governing documents, the Illinois Condominium Property Act, and the Illinois Common Interest Community Association Act. She also helps associations resolve issues with homeowners, developers, and city/county agencies. She helps associations collect unpaid assessments and represents associations during foreclosure proceedings.

      She also assists with board meetings, membership meetings, board elections, and rule violation hearings. She also has extensive experience in general and commercial litigation. She has represented entities and individuals in complex litigation matters in both state and federal court from inception through both bench and jury trials, as well as on appeal. Laura’s litigation experience includes numerous matters seeking equitable relief, including temporary restraining orders as well as preliminary and permanent injunctions.

      Her litigation experience includes matters relating to non-compete agreements, probate disputes, partnership agreements, breach of contract, and real estate matters. Laura also represents clients in matters involving violations of Fair Housing laws before both the Illinois Department of Human Rights and the Chicago Commission on Human Relations.

      Laura was a 2019 Fellow for the Leadership Council on Legal Diversity, was named as a Leading Lawyer for Real Estate Law: Associations and Condominiums in 2018 and 2019, and was named to the Illinois SuperLawyers Rising Stars list from 2011-2015.

      Adam Kahn

      Levenfeld Pearlstein

      Adam is an associate in the Community Association Group. He helps cooperative, condominium, and homeowners associations navigate a variety of legal, financial and commercial issues. Whether attending board meetings and offering common sense solutions to governance challenges; reviewing, negotiating and modifying various agreements; or advising his association clients on enforcement of governing documents, Adam is a pragmatic, trusted advisor with a patient and fair approach to problem-solving.

      Prior to joining Levenfeld Pearlstein, Adam worked at a New York boutique real estate firm where he offered practical, comprehensive legal advice to community associations. Treating each of his clients as unique, Adam takes a holistic approach to advising community associations. He focuses his practice onreviewing, negotiating and modifying governing documents, lease agreements, policy documents and commercial contracts. Adam’s clients usually request his attendance at monthly board meetings, where his level head and industry acumen prove instrumental in effective policy-making and business planning.

      Adam was presented with the Minister Gloria Jean Fowler Angel Award in his final year at Emory University School of Law, which recognizes one student who embodies the kindness and grace of former Emory employee Gloria Jean Fowler.

      Jim Slowikowski

      Dickler, Kahn, Slowikowski & Zavell

      JAMES A. SLOWIKOWSKI is a member of the firm. He received his Juris Doctorate degree from DePaul University College of Law in June, 1987 after having received his Bachelor of Arts degree in Political Science from DePaul University in June, 1984. Prior to joining the Dickler firm, Mr. Slowikowski practiced with the Chicago firm of Margolin & Aronson where his primary responsibility was in the areas of real estate, corporate, construction and commercial litigation.

       

      Mr. Slowikowski has represented condominium and community associations since 1991. He joined Marshall N. Dickler, Ltd. in May, 1991, which became Dickler, Kahn, Slowikowski

      & Zavell, Ltd, in 2001, and he continues to practice in the area of general civil litigation and condominium and homeowner association law. The primary part of Mr. Slowikowski’s practice is condominium and community association law and he represents associations in all counties in the Chicago Metropolitan area, and in McClean County. In the firm, he oversees and litigates homeowner association cases, and handles all aspects of association legal needs such as enforcement of rules and covenants, drafting governing documents and rules and regulations, reviewing and preparing contracts, litigation, and generally providing advice and consultation to clients. He also performs commercial, property and corporate litigation cases, and represents for-profit and not-for-profit corporations and associations. Mr. Slowikowski has been lead counsel in trials in both state and federal courts, and has litigated significant claims against association developers, including one case that resulted in a total recovery in excess of $2.5 million dollars.

       

      Mr. Slowikowski is a member of CAI and ACTHA and regularly speaks at ACTHA and CAI conferences and programs on various association topics. Mr. Slowikowski has published articles on association topics in some industry publications including Condo Lifestyles and Common Interest magazines, and has been a contributor to The Chicagoland Cooperator. Recently, he authored the article featured on the cover of the October 2019 issue of Condo Lifestyles (“5 Tips To Help Make Your Association Better”).

       

      Mr. Slowikowski is a member of the Trial Bar of the United States District Court for the Northern District of Illinois, and the United States District Court for the Central District of Illinois, a member of the Bar of the Seventh Circuit Court of Appeals, and a member of the Chicago Bar Association, the Illinois State Bar Association, the DuPage County Bar Association and the Northwest Suburban Bar Association. Mr. Slowikowski has been selected by peers and added as a member of the Leading Lawyers Network.

      Marshall Dickler

      Dickler, Kahn, Slowikowski & Zavell

      MARSHALL N. DICKLER, is the senior member of the firm.
      Mr. Dickler’s practice encompasses representation of condominium and homeowner associations in all matters including litigation, commercial and residential real estate transactions and litigation, corporate acquisitions, divestitures, operations and litigation, healthcare organization operation and litigation, zoning and collections.
      Mr. Dickler is a sustaining member of the Community Associations Institute (CAI) and has lectured, taught and participated in national and regional conferences and conventions since 1977, addressing many subjects dealing with condominiums, homeowners associations, corporate, real estate, insurance and tax matters. Mr. Dickler is a former director and past president of the CAI-lllinois Chapter and a former trustee of the CAI- National Association. CAI conducts an annual National Law Seminar, and Mr. Dickler was a member of the Seminar faculty. He is a member of the College of Community Association Lawyers (CCAL). He is a member of ACTHA and has spoken at their programs. Additionally, Mr. Dickler is the author of three chapters on Condominium and Homeowners Association Litigation for the Illinois Institute of Continuing Legal Education (IICLE). Mr. Dickler has lectured statewide on the subject matter of these chapters to members of the Illinois Bar, and he was a special advisor to the IICLE, as to its real estate publications and lectures. Mr. Dickler has many years of experience providing all aspects of legal assistance in business and financial advice to small and large businesses and corporations and was and is counsel to a number of major For-Profit and Not-for-Profit organizations in healthcare, manufacturing, real estate, hospitality and construction. He has been counsel to and performed work for a major national collection agency. He is counsel to a national medical products supply company.
      Mr. Dickler is admitted to the Illinois Bar; he is also admitted to practice before the United States Supreme Court, United States Appellate Court for the Seventh Circuit, the Federal Trial Bar for the Northern District of Illinois and the Court of Customs and Patent Appeals. He is a member of the Illinois State Bar Association, Northwest Suburban Bar Association, Chicago Bar Association, DuPage County Bar Association and American Bar Association. Mr. Dickler has been selected by peers and added as a member of the Leading Lawyers.
      In addition to being an attorney, Mr. Dickler is an electrical engineer by education and experience. Mr. Dickler practiced as an electrical engineer for six (6) years and during part of that time, attended law school at John Marshall in Chicago, Illinois. He is registered to practice before the United States Patent and Trademark Office and has practiced as a patent attorney. Mr. Dickler’s practical engineering background is of great value in understanding technical problems involved with the construction, operation, reconstruction and repair in structures such as multi-unit residential buildings.

      Michael C. Kim

      SFBBG LLC

      Of Counsel/SFBBG LLC, Mike received his undergraduate degree (Political Science Major) from the University of Hawaii (Manoa Campus. Honolulu, HI) and his law degree from Northwestern Pritzker School of Law (Chicago, IL).  He is licensed to practice in Illinois and its courts, and also before various federal courts, including the U.S. District Court (Northern District, IL) (both General and Trial Bar), the Court of Appeals for the Seventh Circuit, and the United States Supreme Court.

      His practice is focused on community association law, construction law, real estate law and civil litigation.  He has practiced law for over 40 years.  He has personally handled a wide and diverse range of transactions and litigation for all types of community associations, developers, lenders, insurance companies and homeowners.  He has served as an expert witness on association legal issues.

      As an adjunct professor with the John Marshall Law School, he taught at the School’s Graduate Program in Real Estate Law on condominium, cooperative and common interest community law.  Mike co-authored the Historical and Practice Notes to the Illinois Condominium Property Act, has long been active in legislative efforts involving the Act and has written extensively on condominium law and issues, including articles published by the John Marshall Law School, Community Associations Institute (CAI) (both National and Illinois) and the Association of Condominium, Townhome and Homeowners Associations (ACTHA).

      Mike has taught numerous times at CAI-National’s prestigious Community Association Law Seminar, has spoken at CAI National Conferences, has taught other attorneys at the Law Education Institute, National Business Institute and Lorman Education Services seminars, and has lectured for the Chicago Bar Association, the Illinois CPA Society, and the Illinois Institute for Continuing Legal Education.  He has participated in webinars on rule enforcement for HOA Leader and reserve funds for The Cooperator.

      He has served on the Board of Governors of the CAI College of Community Association Lawyers, of which he is a charter member; the College was established to recognize distinguished service to community association law and commitment to highest ethical and professional standards.

      He also served as President of CAI-Illinois, during which time he encouraged use of alternative dispute resolution for community associations.  Mike has served as Chair of the Real Property Law Committee of the Chicago Bar Association as well as its Condominium Law Subcommittee and also as Chair of the Condominium Committee of the Illinois State Bar Association Real Estate Law Section Council.  He is a member of the American Bar Association and its Real Property Law Section. 

      His pro bono activities have included work to develop affordable condominiums for low income families with Uptown Habitat for Humanity and work as General Counsel to the Association of Sheridan Condo Co-op Owners (ASCO).

      Joan Berg

      SFBBG

      Joan Berg, a Partner with Schoenberg Finkel Beederman Bell Glazer LLC, received her undergraduate degree (Chemistry) from Loyola University of Chicago and her law degree from IIT – Chicago Kent College of Law. She is licensed to practice in Illinois and its courts, including the U.S District Court for the Northern District of Illinois.

      Joan services clients in commercial real estate, lending, and corporate transactions. Her experience continues to be recognized as an Illinois Leading Lawyer, and within the Leading Lawyer Top 100 Women in Real Estate. Joan’s experience spans community association representation, as well as commercial real estate construction, development, land use, acquisition, disposition, and leasing.

      In her community association work, Joan has represented developers, lenders, and community associations. Her construction and development experience include industrial, manufacturing, multi-family, and single family development in Illinois, New York, and California. She is often called upon to consult on complex air rights and title matters. Her land use knowledge adds depth to analyses with clients.

      Joan represents lenders and borrowers with respect to asset-based and real estate-based financing. Leasing is another component of Joan’s real estate transaction experience. She regularly represents landlords and tenants in office, industrial, and retail leasing environments.

      Providing general corporate representation for her clients is another aspect of Joan’s practice. She is counsel for her real estate developer and investor clients, as well as small and mid-sized businesses. In addition, Joan provides counsel to various non-profit and religious organizations. She provides counsel to a Christian denomination in the administration of its seminary, and its publishing endeavors. Joan is Co-Legal Advisor for the Greek Orthodox Metropolis of Chicago, a six-state region of the Greek Orthodox Church. In addition, she is a member of the Legal Committee for the Greek Orthodox Archdiocese of America.

      Dawn Moody

      Keough & Moody, P.C.

       

       Areas of Practice

      Dawn, a principal with Keough & Moody, P.C., joined the firm in 2000 (then known as Knuckles & Jagel), where she started as a law clerk and then, as an attorney. Dawn concentrates her practice on the representation of community associations. In that regard, she assists boards in all areas of association governance, including drafting and amending governing documents, providing legal opinions, reviewing policies for compliance with applicable laws, and reviewing contracts. Dawn strives to provide proactive and practical advice to her clients.

      Education and Admissions

      Dawn received her J.D. degree, with honors, from Chicago Kent College of Law. She received her undergraduate degree, cum laude, from North Central College in Naperville. Dawn was a member of the History Honor Society at North Central College and was a recipient of the CALI Award of Excellence in Criminal Procedure at Chicago Kent College of Law.

      Dawn is admitted to practice law in all state courts in the State of Illinois and the United States District Court for the Northern District of Illinois. She is also a member of the Illinois State Bar Association.

      Industry Involvement

      Dawn presents and writes for the firm, as well as industry groups, such as CAI-Illinois' Chapter, Condo Lifestyles, and Association of Condominium Townhome and Homeowners Association (“ACTHA”). She has also presented at the CAI National Law Seminar. In addition, Dawn has contributed to IICLE's ("Illinois Institute of Continuing Legal Education") book related to Condominium Law

      Gabriella Comstock

      Keough & Moody, P.C.

       

       Areas of Practice

      Gabriella, a principal with Keough & Moody, P.C., joined the firm in 1996 and began her representation of community associations. Gabriella is primarily responsible for litigation related to community associations, which varies from breach of contract to seeking declaratory and/or injunctive relief. Gabriella’s practice also concentrates on representing community associations in non-litigation related matters, which includes providing Boards of Directors with opinion letters, drafting amendments to the Association’s governing documents and drafting rules and regulations. She provides all areas of legal counsel to community associations within the Chicagoland area.

      Education and Admissions

      Gabriella received her J.D. from Loyola University of Chicago School of Law after graduating Cum Laude from Loyola University of Chicago. Gabriella is admitted to practice law in all state courts in the State of Illinois. She is also admitted to the United States Court of Appeals for the Seventh Circuit. Gabriella is a member of the Federal Trial Bar, the Illinois State Bar Association, Chicago Bar Association, and DuPage County Bar Association.

      Gabriella was admitted to the College of Community Association Lawyers (CCAL). CCAL is a prestigious group of attorneys practicing community association law in the United States. Approximately 200 attorneys have been granted membership in the College.

      Industry Involvement

      Gabriella was the co-chair for the Chicago Bar Association’s Condominium Subcommittee from 2015 -2022. Gabriella also presents and writes for other industry groups including MCD Media, and Condo Lifestyles. Gabriella has been involved in CAI-Illinois' Chapter. In the past, she was the co-chair of several Committees. Gabriella also contributes written articles for CAI's Common Interest Magazine and speaks at various CAI Chapter Programs, including her presentations at various Legal Forums and trade shows. For the past seven (7) years, she has served as a member of the Planning Committee for the CAI National Law Seminar. She has also presented at the CAI National Law Seminar, including as recently as in February 2024, and in 2023. Since 2020, Gabriella has been a member of the CAI CCAL Amicus Curiae Committee. Finally, Gabriella has contributed to IICLE's ("Illinois Institute of Continuing Legal Education") book related to Condominium Law. She has also presented for IICLE and the National Business Institute ("NBI") on issues related to community associations, as part of the continuing education they offer for Illinois attorneys.

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



                  

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      DAY 1

      Session 1: 8:30 a.m. - 9:30 a.m.

           Title: Corporate Transparency Act

           Presenting Firm: KSN

       

      Q&A with Attorneys: 9:30 a.m. - 10:00 a.m.

       

      Session 2: 10:00 a.m. - 11:00 a.m.

           Title: Director Legal Duties & Obligations

           Presenting Firm: Dickler Khan Slowikowski & Zavell

       

      Q&A with Attorneys: 11:00 a.m. - 11:30 a.m.

       

      Session 3: 11:30 a.m. - 12:30 p.m.

           Title: 10 Things to Have for Manager / Management Company Transition

           Presenting Firm: Costello Sury & Rooney

       

      Q&A with Attorneys: 12:30 p.m. - 1:00 p.m.

       

      Session 4: 1:00 p.m. - 2:00 p.m.

           Title: Changing Boundaries of What Managers Can Say To, About, and Around Owners

           Presenting Firm: Saul Ewing LLP

       

      DAY 2

      Session 1: 8:30 a.m. - 9:30 a.m.

           Title: Electric Vehicle Charging

           Presenting Firm: Levenfeld Pearlstein

       

      Q&A with Attorneys: 9:30 a.m. - 10:00 a.m.

       

      Session 2: 10:00 a.m. - 11:00 a.m.

           Title: Books & Records: Proper Protocol & Risks

           Presenting Firm: Chuhak & Tecson

       

      Q&A with Attorneys: 11:00 a.m. - 11:30 a.m.

       

      Session 3: 11:30 a.m. - 12:30 p.m.

           Title: Right & Wrong Ways to Economize on Legal Expenses

           Presenting Firm: SFBBG LLC

       

      Q&A with Attorneys: 12:30 p.m. - 1:00 p.m.

       

      Session 4: 1:00 p.m. - 2:00 p.m.

           Title: Governing Your Association in the Era of Social Media

           Presenting Firm: Keough & Moody

      • Register
        • Early bird pricing available!
        • Non-member - $188.83
        • CAI Homeowner Leader Member - $40.95
        • CAI Manager Member - $137.48
        • CAI Student Member - $137.48
        • CAI Management Company Member - $137.48
        • CAI Business Partner Member - $137.48
        • CAI Affiliate Business Partner Member - $137.48
        • Non-Member Homeowner Leader - $40.95
        • Non-Member Manager - $188.83
        • Non-Member Management Company - $188.83
        • Non-Member Business Partner - $188.83
        • Regular Price after 04/10/2024 7:00 PM
        • Non-member - $209.37
        • CAI Homeowner Leader Member - $40.95
        • CAI Manager Member - $158.02
        • CAI Student Member - $158.02
        • CAI Management Company Member - $158.02
        • CAI Business Partner Member - $158.02
        • CAI Affiliate Business Partner Member - $158.02
        • Non-Member Homeowner Leader - $40.95
        • Non-Member Manager - $209.37
        • Non-Member Management Company - $209.37
        • Non-Member Business Partner - $209.37
      • More Information
    1. Contains 5 Component(s), Includes Credits

      Technology: the unavoidable force driving our world today. Don’t fall victim to being behind the times when it comes to electronic voting. You’ll assemble a team of allies, equip yourself with legal armor, and learn how to use all the tools in your belt. As the electronic voting landscape evolves faster than the speed of light, you will learn to navigate the myriad of choices and emerge as defenders of fair, efficient, and secure voting processes.

      Duration: 2 hrs
      CE Credits: 2

      Technology: the unavoidable force driving our world today. Don’t fall victim to being behind the times when it comes to electronic voting. You’ll assemble a team of allies, equip yourself with legal armor, and learn how to use all the tools in your belt. As the electronic voting landscape evolves faster than the speed of light, you will learn to navigate the myriad of choices and emerge as defenders of fair, efficient, and secure voting processes. 

      **Bonus content**
      Stick around at 1:00 p.m., as we offer a crash course on the Federal Corporate Transparency Act.

      The Corporate Transparency Act was passed in 2021 and requires certain businesses to disclose owner information to FinCEN, a bureau of the U.S. Department of the Treasury. The purpose of the law is to increase transparency and prevent financial crimes. The deadline for compliance is January 1, 2025, so board members and community managers need to act quickly and efficiently. Join us for a crash course on the Act itself, what this means for you, and how to manage compliance.


      Ruth Ingoldsby

      CMCA, EBP

      Vote HOA Now

      Before joining Vote HOA Now as business partner to the community association industry, Ruth was involved in association management at both a branch office and onsite community. As Director of Operations, along with overseeing vote management throughout the US, she is involved with business development and marketing where she presents both in-person and online to management companies, managers, committees, and boards. Ruth has a communications degree from the University of Illinois, holds the CMCA® designation, and is a CAI Educated Business Partner.

      Elizabeth Sokacich

      Community Manager, PCAM

      FirstService Residential

      Elizabeth Sokacich is a highly experienced CommunityManager with over 20 years of industry experience.  She has spent the last12 years with FirstService Residential excelling as the manager of large scaleproperties, as well as supervising, onboarding and transitioning new propertiesand managers.  Elizabeth has been a CAI  member since 2009 andcurrently holds an Illinois real estate brokers license a CMCA, AMS and PCAMdesignation.

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



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      • Register
        • Non-member - $85
        • CAI Homeowner Leader Member - Free!
        • CAI Manager Member - $35
        • Non-Member Homeowner Leader - $35
        • Non-Member Manager - $85
      • More Information
    2. Contains 4 Component(s), Includes Credits

      Managerial Triumphs is a tribute to the achievements of our dedicated managers, highlighting their unwavering commitment, innovative strategies, and transformative contributions to our community associations. This webinar promises an atmosphere of manager appreciation and discusses the importance of acknowledging the impact of their hard work and the positive influence they've had on our communities.

      Duration: 1 hour

      CE Credits: 1

      Managerial Triumphs is a tribute to the achievements of our dedicated managers, highlighting their unwavering commitment, innovative strategies, and transformative contributions to our community associations. This webinar promises an atmosphere of manager appreciation and discusses the importance of acknowledging the impact of their hard work and the positive influence they've had on our communities.


      Join us as we discuss...

      sharing managerial achievements and why it's important - overcoming obstacles throughout the year - benefits of tracking management achievements - demonstrating accountability - goal setting - task lists - annual reports & meetings - sharing achievements with communities & Board members - shifting the focus from challenges to success stories


      Michele Trina, CMCA, AMS

      Associa Chicagoland

      As Vice President of Operations, Michele serves in a leadership role for Associa Chicagoland’s suburban location which includes overseeing a diverse team of managers and operational staff as well as being responsible for the property management operations. Michele has extensive experience in the residential property management industry and has been involved in our industry since 1998.

      Michele’s areas of expertise include business strategy, operational improvement, financial /budget planning and conflict management. Her industry experience, strong client focus, communication and leadership capabilities continue to drive excellence for our suburban team.

      Michele’s experience in maintaining all aspects of community association management and proven team leadership enables her to provide the highest level of management services for our clients. Her focus on training community managers in systems, industry compliance, internal processes, procedures and standards has helped to strengthen our processes for uniformity and compliance.  Michele is a valuable contributor to our company vision and takes pride in setting a positive example for our teams to strive for excellence in serving our clients

      Michele is a licensed Community Association Manager in Illinois and holds the Certified Management of Community Associations (CMCA) designation and the Association Management Specialist (AMS) designation. She is also a member of the Community Associations Institute (CAI) and has been a speaker for their annual conference as she takes pride in being able to educate board members, managers and homeowners. She also previously held her Illinois Real Estate Salesperson license. 

      Samantha Snooks

      Property Manager

      FirstService Residential

      Samantha Snooks is a high-rise Condominium Association Manager in downtown Chicago. She possesses both the CMCA (Certified Manager of Community Associations) and AMS (Association Managing Specialist) designations through CAI and has a background in Real Estate. Her goals as a high-rise Property Manager are providing strong leadership for Associations, enhancing buildings to its highest potential, and creating solutions to difficult problems.

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


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      • Register
        • Non-member - $85
        • CAI Homeowner Leader Member - Free!
        • CAI Manager Member - $35
        • CAI Student Member - $35
        • CAI Management Company Member - $35
        • CAI Business Partner Member - Free!
        • CAI Affiliate Business Partner Member - Free!
        • Non-Member Homeowner Leader - $85
        • Non-Member Manager - $85
        • Non-Member Management Company - $85
        • Non-Member Business Partner - $85
      • More Information
    3. Contains 4 Component(s), Includes Credits

      This is not your typical budget training session! Please join us for a panel discussion with seasoned Property Managers to arm you with tools to help you navigate tricky and sensitive conversations that often arise during the budgeting process and confidently guide your Board towards better financial planning. Topics to be discussed include pressure to keep assessments artificially low, underfunding reserves to avoid assessment increases, disregarding the reserve study, and more. Please bring your questions for a Q&A session at the end!

      Duration: 1.5 hours
      CE Credits: 2

      This is not your typical budget training session!  Please join us for a panel discussion with seasoned Property Managers to arm you with tools to help you navigate tricky and sensitive conversations that often arise during the budgeting process and confidently guide your Board towards better financial planning.  Topics to be discussed include pressure to keep assessments artificially low, underfunding reserves to avoid assessment increases, disregarding the reserve study, and more.  Please bring your questions for a Q&A session at the end!


      Samantha Snooks

      Property Manager

      FirstService Residential

      Samantha Snooks is a high-rise Condominium Association Manager in downtown Chicago. She possesses both the CMCA (Certified Manager of Community Associations) and AMS (Association Managing Specialist) designations through CAI and has a background in Real Estate. Her goals as a high-rise Property Manager are providing strong leadership for Associations, enhancing buildings to its highest potential, and creating solutions to difficult problems.

      Sheryl Taylor

      Director of Operations

      Associa Chicagoland

      Years in Property Manager: 23 years.

      In my time as a Community Manager I have managed Condominium, Townhome and Single Family Associations as a portfolio and as a hybrid manager of onsite and portfolio properties. I enjoy my job because no two days are the same and I never stop learning. 

      Charles Freitag

      Director of Property Management

      Real Estate Investor Services

      Charles Freitag Jr. is a highly experienced Real EstateBroker and Community Association Manager with nearly two decades of expertisein managing condominium associations, homeowners associations, and other real estate ventures. He hasbeen an integral part of his third-generation family owned and operatedbusiness, Real Estate Investor Service, and is known for hisintegrity, problem-solving skills, and dedication to fostering successfulcommunities. Charles's deep market knowledge andexcellent interpersonal abilities have earned him a stellar reputation in theindustry.

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



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      • Register
        • Non-member - $85
        • CAI Homeowner Leader Member - Free!
        • CAI Manager Member - $35
        • Non-Member Homeowner Leader - Free!
        • Non-Member Manager - $85
        • Non-Member Management Company - $85
      • More Information
    4. Contains 3 Component(s) Recorded On: 06/22/2023

      Hear from a panel of community association managers how to collaborate for a successful budget.

      Duration: 1 HR

      During this presentation and discussion, you will learn about:

      1. The budget process from a manager's perspective
      2. How you can make a manager's job easier
      3. Timing for helping complete a budget
      4. Tips and tricks for relationship management

      Recorded Thursday, June 22


      Matt Dorsch

      Community Specialists, Inc.

      Toni Stanczyk

      Advocate Property Management

      Toni started out 20 years ago in customer service and took care of 6 managers and customer service for a year.  The owner of the company, Janet Lang,  offered her a position in property management because she stated that she had the personality and organization skills to be a great manager. 

      Toni worked for Lang Property Management for 12 years and then with Advocate Property Management to the present day.   Toni enjoys working with boards and helping them to figure out what is best for the associations. She enjoys helping the homeowners as best as she can and if not, will work between the board and the owners to resolve any issues that may come along. 

      Toni is very grateful for all the people that she has met in the 20 years of doing this line of work and hopefully will continue until I she retires. 

    5. Contains 6 Component(s)

      Develop an understanding of the mechanics of insurance and how it relates to association living

      Duration: 1 HR 30 MIN

      This course is part of the DCAL (Dedicated Community Association Leader) recognition course series.  You may take this course as part of the recognition program, or as an individual course. 

      The Insurance and Risk Management course is designed to assist associations in the process of making and carrying out decisions that minimize the adverse effects of accidental losses. From assessing risk control and types of coverage to policy descriptions, attendees will develop an understanding of the mechanics of insurance and how it relates to association living.

      Jennifer Eilert

      Condominium Insurance Specialists of America (CISA)

      Jennifer has been with CISA since 1994, and manages the Customer Service Department, quotes new clients, underwrites accounts, and handles renewal accounts. Prior to that, Jennifer managed condominiums in the Chicago land area.   Jennifer served as the CAI Illinois Board President and CAI Wisconsin Board President for two years each and has served on countless committees with both chapters.  She also currently serves on the Illinois Legislative Action Committee. In 2012, Jennifer obtained her CIRMS designation through CAI, Community Association and Risk Management Specialist through CAI National; one of about 100 throughout the United States and less than 5 in Illinois. 

      CISA Insurance Meet Our Staff

      Alan Kalman

      Kalman Management

      Many association directors are interested in the background of the owners of the management company.My background consists of a Bachelor degree in Architectural Studies from the University of Illinois - Urbana.I am a licensed Structural Engineer in the State of Illinois and Professional Engineer in Wisconsin.For the five years prior to starting Kalman Management, I was president of the board of directors of the condominium association where we resided.At that time, I decided there must be a better way to organize the Association activities and to coordinate the functions of the Association.That is why we started Kalman Management.

      As a structural engineer I worked on projects including TRW World Headquarters, facilities for IBM, McDonald's Corporate Headquarters along with other large and small projects.Working on these projects, one learns the advantage of being a team player which is necessary as part of your property management team.

      Project management techniques learned in the years of engineering are used in the maintenance and supervision of contractors working on Association properties.Having the right person on the job is an advantage to all parties concerned.

      With a background in Architecture and a good knowledge of accounting principles I strive to direct the Associations in a path that will lead to a good fiscal position that will increase property values and maintain a high level of standards.

      I am an active member of the Community Association Institute, a national organization with a regional Illinois chapter that was established for the benefit of community associations.I currently hold a CMCA® “Certified Manager of Community Associations” title from the National Board of Certification for Community Association Mangers as well as the AMS “Association Management Specialist” designation.I just recently received the PCAM® “Professional Community Association Manger” designation which is the highest level designation provided by CAI. There are only 2100 PCAMs in the country.

      I have served as a Trustee of the Cook Memorial Library District in Libertyville and was appointed to fill a vacant position.The Board assumed my background in architecture, engineering, and building maintenance would assist them in their pursuit of the expansion of the Cook Memorial Library District facilities.I was endorsed by the Daily Herald and the Pioneer Press (Libertyville Review and Vernon Hills Review) for reelection as Trustee.

      • Register
        • Non-member - $35
        • 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 - $35
        • Non-Member Manager - $75
        • Non-Member Management Company - $75
        • Non-Member Business Partner - $75
      • More Information
    6. Contains 3 Component(s) Recorded On: 03/23/2023

      Learn about job stressors and how to better deal with them.

      Duration: 1 HRS

      During this presentation and discussion, you will learn:

      1. What are the biggest stressors in today's workplace
      2. How to avoid getting overstressed
      3. Strategies to descalate stressful situations

      Recorded March 23, 2023

      Thomas C. Engblom, Ph.D, CMCA, AMS, PCAM, ARM, CPM

      First Citizens Bank

      Thomas C. Engblom is a vice president and regional account executive in First Citizens's Community Association Banking business, where he is responsible for supporting community associations in the northern Midwest region.

      Engblom’s territory covers Minnesota, Wisconsin, Illinois, Indiana, Michigan, Kentucky and Ohio. In Minnesota and Michigan, he served as a member of the Community Association Institute chapter’s board of directors, and in Illinois he served as both chapter president and director.

      Engblom's career as an as an association banker began in 2004 when he became part of the CAI Business Partners Council.

      In 2018, Engblom was awarded his doctorate in business administration from Northcentral University. His dissertation was dedicated to a qualitative analysis of job satisfaction and education for community association managers. In addition, he has been named as a Certified Property Manager (CPM) by the Institute of Real Estate Management, and as a Professional Community Association Manager (PCAM) by the Community Associations Institute.

       

    7. Contains 6 Component(s)

      Learn how to effectively hold leadership roles in communities.

      If you live in a condominium, homeowners association, or housing cooperative, you know how important it is to have an effective governing board of directors.  The CAI Board Leader Certificate is designed to provide a foundation for effective community association board leadership.  Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.  

      This course is part of the DCAL (Dedicated Community Association Leader) recognition course series.  You may take this course as part of the recognition program, or as an individual course.

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

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      Paul Ochmanek

      Kovitz Shifrin Nesbit

      KSN attorney Paul Ochmanek practices community association law (condominium, homeowner, townhome) and handles commercial/residential transactions. Paul provides his association clients with a variety of corporate legal services including amendments to declarations and by-laws, drafting rules, and rule enforcement. He provides guidance on the special assessment process, board elections, assessment collection, foreclosures, bankruptcy issues, and developer turnover. Paul counsels the board of directors for an association on general matters, corporate actions, contracts, and dispute resolution. Paul assists condominium associations in working with developers in the complex process of condominium deconversion (converting a condominium building into an apartment building.

      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).

      • Register
        • Non-member - $35
        • CAI Homeowner Leader Member - Free!
        • CAI Manager Member - $35
        • CAI Student Member - Free!
        • Non-Member Homeowner Leader - $35
      • More Information