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  • Contains 3 Component(s) Includes a Live In-Person Event on 09/17/2024 at 5:30 PM (CDT)

    A deep dive into the financial controls of an Association and utilizing sound financial practices.

    Dedicated community association leaders like you are constantly learning more about community management so they can be better prepared for the issues associations face today. If you have a basic knowledge of financial documents but want to dive deep into long term reserve planning, this class is right for you! After a brief review of budgeting, this session focuses on reserve studies and how they can be a valuable tool for planning for your community's financial future.  Our training concludes with a discussion on how to fund long term projects through the use of additional methods such as loans. 

    Though it is not required, it is recommended to take Understanding Financials: Budgets Reserves & Reports AND Diving Deep into your Budget and Monthly & Year-End Financials prior to taking this class.

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

       


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    Andrew McGowan

    Reserve Advisors

    Andrew McGowan graduated from Ohio State University with a Bachelor of Science in Mechanical Engineering. He is a Professional Engineer and Reserve Specialist with Reserve Advisors. He is responsible for providing condition assessments and financial reserve forecasts for various properties such as homeowners associations, townhomes, high-rises, and commercial buildings. With a passion for quality and Lean practices, he works to have a positive impact to better our communities. 

    Steve Silberman

    PBG Financial Services, PLLC

    Steven Silberman is a partner with the accounting and consulting firm of PBG Financial Services, PLLC.

    Steve has provided accounting, tax and consulting services to Community Associations since 1978 and currently provides services to over 300 Associations. Steve has been a presenter for numerous CAI-Illinois, CAI-Wisconsin and ACTHA educational programs as well as authored many articles for newsletters and magazines including Common Interest for CAI-Illinois, Community Leader for CAI-Wisconsin and ACTHA news. Steve has also presented to many management companies over the years. Steve is an active member of CAI-Illinois and CAI-Wisconsin. Steve served six years as a Board Member of CAI-Illinois and Treasurer and Chair of the Finance Committee for five years. He has been chair or co-chair of the Finance Committee for thirteen years. Steve has also been a member of various CAI-Illinois education committees since 2007. He was one of the original members of the Community Development Committee in 2007. Steve is currently participating on CAI-Illinois Homeowner Leader Education Committee. In 2012, Steve received the Olympus Service Award for his profound influence in the development of the Illinois Chapter of CAI. Steve has a Bachelor of Science degree in accounting from the University of Illinois, Champaign – Urbana. He is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants (AICPA).

     

     

     

     

     

     

    Peter Santangelo

    Wintrust Community Advantage

    Peter Santangelo joined the company in 2001 and currently serves as president. With more than 30 years of banking experience in consumer, commercial, and portfolio management, he has been working with community associations and property management companies for more than 18 years. Peter has managed relationships at several large corporate banks. In his previous roles, he was responsible for the sale of bank deposits, investment, and cash management products; provided construction, bridge, and interim loans; and provided various types of consumer credit, equity, and small business lending loans. He also has experience training new personnel in an underwriting unit and was the liaison for installment lending, interfacing with other bank branches. 

    A Certified Manager of Community Associations® (CMCA) designated by the National Board of Certification for Community Associations Managers, Peter joins many CMCAs nationwide who have mastered the fundamental knowledge to manage condominium, cooperative, and homeowners associations. He has also earned the CAI Educated Business Partner distinction, gaining special recognition among thousands of companies and professionals who support common-interest communities. Peter currently serves as secretary for the Foundation for Community Association Research, which is part of the Community Associations Institute (CAI). He was the 2008 president of the CAI Illinois Chapter and currently serves on various committees. He is also involved with the Minnesota and Wisconsin chapters of the same organization. In addition, Peter is involved with the Association of Condominium, Townhouse & Homeowners Associations (ACTHA), the Apartment Building Owners and Managers Association (ABOMA), and the Institute of Real Estate Management (Friends of IREM). 

    His awards include the 2009 Olympus Service Award, 2004 Recruiter of the Year, and 2003 Rising Star Award from the Community Associations Institute and the 2004 Community Banker of the Year from Barrington Bank & Trust. Peter holds a Bachelor of Science in business administration from Elmhurst College, a BAI installment lending degree from Bradley University, and an associate’s degree in business from William Rainey Harper College. He enjoys volunteering with the National MS Society and the American Cancer Society.

    • Register
      • Non-member - $35.95
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - Free!
      • Non-Member Homeowner Leader - $35.95
      • Non-Member Manager - $35.95
    • More Information
  • Contains 1 Component(s) Includes a Live In-Person Event on 08/27/2024 at 5:30 PM (CDT)

    An evening of networking and a Q&A with attorney panelists.

    What is your Association doing right? What is something your residents are constantly concerned with? Where should you turn for the answers? Join a panel of industry experts as we discuss the characteristics of effective community associations and building the team to help you maintain it. This FREE event is an open forum, Q&A-style program, so come prepared with all of your burning questions!

    Food & refreshments will be served. Pre-registration is preferred, but walk-ins are welcome!

    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!
      • Non-Member Homeowner Leader - Free!
      • Non-Member Manager - Free!
    • More Information
  • Contains 3 Component(s) Includes a Live In-Person Event on 08/06/2024 at 5:30 PM (CDT)

    Comprehend financial reporting and budgeting

    Duration: 3 HR

    The purpose of this advanced course is to increase Board Member knowledge as it relates to a community association’s finances, overall financial stability and best practices in dealing with the multitude of money related aspects in a community.

    This course will cover the following topics:

    • The budget process
    • Monthly accounting
    • Audits

    Helen Fischer

    CMCA, AMS, PCAM

    FirstService Residential

    Helen Fischer is an accomplished onsite community association manager with a decade of experience in both onsite and portfolio community management. Her journey in community management began in administration, and over the years, she has honed her skills and expertise to become a dedicated professional in the field. Helen holds the prestigious Professional Community Association Manager (PCAM) designation.

     

    Helen is passionate about enhancing the resident experience, and one of her greatest strengths lies in her ability to build meaningful connections with members of the community. Her proactive management approach includes exploring new initiatives to integrate into community operations, all while maintaining a keen focus on optimizing the association's funds.

     

    Outside of her professional endeavors, Helen cherishes her time with family and pets, and her interests include traveling, photography, reading, movies, and music. 

    Myles Philipp, CPA

    Cantey Associates

    Myles has 15 years of experience with Associations. Currently serving on CAI – Illinois Finance Committee since 2019. Past member of the CAI Manager Education Committee. Coauthored the IICLE Taxation Chapter for Associations. Master of Accountancy from DePaul University.

    CAI Illinois would like to thank our generous sponsor for this event!

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    • Register
      • Non-member - $35.95
      • CAI Homeowner Leader Member - Free!
      • CAI Manager Member - $35.95
      • CAI Student Member - Free!
      • Non-Member Homeowner Leader - $35.95
      • Non-Member Manager - $87.30
    • More Information
  • Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/16/2024 at 12:00 PM (CDT)

    In the rapidly evolving landscape of modern work environments, the integration of Artificial Intelligence (AI) offers unprecedented opportunities to streamline processes, boost productivity, and achieve greater efficiency. This class, "Harnessing AI to Simplify Your Work," is designed to empower participants with practical knowledge and skills to effectively leverage AI technologies in their professional roles.

    Duration: 1 hr
    CE Credits: 1

    In the rapidly evolving landscape of modern work environments, the integration of Artificial Intelligence (AI) offers unprecedented opportunities to streamline processes, boost productivity, and achieve greater efficiency. This class, "Harnessing AI to Simplify Your Work," is designed to empower participants with practical knowledge and skills to effectively leverage AI technologies in their professional roles.

    Participants will explore how AI can automate routine tasks, enhance decision-making processes, and optimize workflow management. Through real-world case examples and interactive discussions, attendees will learn how leading organizations are successfully integrating AI tools to overcome challenges and achieve business objectives.

    By the end of this class, participants will gain actionable insights and strategies to harness the power of AI effectively, enabling them to navigate the future of work with confidence and competence. Whether you're a manager looking to optimize team performance or an individual seeking to enhance personal productivity, this class equips you with the knowledge to leverage AI for simplified and impactful work outcomes.


    Jamie Carlson

    Program & Events Manager

    CAI Illinois

    With over 15 years in the community association management industry, and several years utilizing AI for productivity, Jamie brings a perspective of the utilization of AI to streamline the daily workload of a Community Association Manager.

    Alicia Taplin

    Chapter Support & Development Manager

    CAI National

    Alicia currently serves as a Chapter Support and Development Manager at the Community Associations Institute's International Headquarters (CAIHQ). In this role, she acts as a guide and resource for chapters, fostering their growth and success.

     Prior to joining CAIHQ, Alicia honed her skills in marketing communications, working for various companies. Her experience encompassed event planning, lead generation, and the creation of impactful digital campaigns. She also demonstrated a strong collaborative spirit by supporting other departments in building partnerships and fostering teamwork. Her non-profit journey began as a graduate intern with the United Way of Southeast Mississippi. She has also dedicated her time and knowledge to local chapters of the Leukemia & Lymphoma Society in Texas and Georgia, and Catholic Charities.

     Alicia holds a Bachelor of Arts degree in Mass Communications and a Master of Science in Public Relations from The University of Southern Mississippi. She is currently actively engaged in completing her Doctor of Education in Organizational Leadership, solidifying her commitment to professional development, and fostering organizational growth.

    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 - $85
      • Non-Member Homeowner Leader - $35
      • Non-Member Manager - $85
      • Non-Member Management Company - $85
    • More Information
  • Contains 4 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
        • 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 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
    2. 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
    3. 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
    4. 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
    5. 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.