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  • Contains 2 Component(s) Includes a Live In-Person Event on 05/13/2022 at 7:00 AM (CDT)

    Business Partner Tour Registration to 2022 Condo-HOA Conference & Expo May 13, 2022 Donald E. Stephens Convention Center, Rosemont, IL

    Business Partner Tour Registration
    2022 CAI-IL Condo-HOA Conference & Expo

    May 13, 2022
    Donald E. Stephens Convention Center
    Rosemont, IL


    COVID-19 Event Attendee Protocols

    The health and safety of attendees and event staff will drive all in-person event decisions, and events must comply with current guidance and restrictions from the Center for Disease Control & Prevention (CDC), Illinois Department of Public Health (IDPH), local government, venue, and CAI Illinois policy. If you feel sick, especially if you have COVID-19 symptoms like a fever, cough, or shortness of breath, please stay home. CAI Illinois reserves the right to ask people to leave an event.

    In the event CAI Illinois is notified of a positive COVID-19 case from someone who was at a CAI Illinois event, the chapter will notify all attendees (excluding the person’s name) so attendees can take the appropriate testing/isolation steps.

    Photo Policy

    Attendance at CAI events authorizes CAI to use photographs or video of the event, which may include attendees’ images, for CAI’s promotional purposes. To opt out please contact the chapter office.

    Liability and Damages

    Neither the Illinois Chapter of CAI nor Donald E. Stephens Convention Center will assume any responsibility for damages to, nor loss of any, merchandise or articles left at the venue during or following the event.

    The Donald E. Stephens Convention Center is located at 5555 N. River Road, Rosemont, IL
    Select "More options" on the map for Directions to Donald E. Stephens Convention Center
    Public Transportation
    811 - Rosemont Entertainment Circulator

    Bus route provides daily circulator service between Rosemont Transit Center (CTA Blue Line), Donald E. Stephens Convention Center, Fashion Outlets of Chicago, Parkway Bank Park Entertainment District, Pearl District, and all Chicago Dogs home baseball games at Impact Field.

    Plan trip on CTA
    Plan trip on METRA
    Plan trip on PACE


    PUBLIC PARKING

    Public parking is available in the William St. Garage and East Parking Garage.
    Parking is $15.00* for 24 hours, no in & out privileges.  *Rate is subject to change

     A Shuttle will be available for pick up and drop off between the parking garage and the
    main entrance. The shuttle will run on 15 minute cycles.

    Public Parking & Skybridge Access Map

    Other Parking Options

    Donald E. Stephens Convention Center
    Contact Information - Business Office
    Phone 847-692-6415

    AMENITIES

    Starbucks:
    Located in the main lobby

    ATM Machines:
    There are 3 MB Financial Bank ATM machines located throughout the facility.  They can be found in the following locations:  

    • Level 1 of the Convention Center Main Lobby across from Starbucks
    • Level 2 of the Convention Center in the Hall G lobby
    • Expoteria lobby between Hall A and Expoteria

    Coat Check:
    For your convenience, permanent coat checks areas are located on levels 1 & 2 of the Conference Center.

    Internet Access:
    Rosemont Convention Center offers a complimentary basic Wi-Fi service throughout all public spaces, meeting rooms, ballrooms and designated areas on the exhibit floor.

    Water Fountains:

    • Main Lobby, next to women's bathrooms
    • G Hall, between the men's and women's bathroom on the east side of the hall
    • G Hall, between the men's and women's bathroom on the west side of the hall
    • Far west side between men's and women's bathroom
    • Far east side between men's and women's bathroom

    A list of exhibitors and an exhibit hall map is available here - Exhibit Hall Map - Exhibitor List
    • 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 2 Component(s) Includes a Live In-Person Event on 05/13/2022 at 6:00 AM (CDT)

    Exhibit Hall Only Registration to 2022 CAI-IL Condo-HOA Conference & Expo May 13, 2022 Donald E. Stephens Convention Center, Rosemont, IL

    Exhibit Hall Only Registration to 2022 CAI-IL Condo-HOA Conference & Expo
    May 13,2022
    Donald E. Stephens Convention Center
    Rosemont, IL

    Information for attendees with disabilities:  The Donald E. Stephens Convention Center is wheelchair accessible.  Wheelchairs are available for rent from the facility.  For more information please contact the business office.

    Exhibit Hall ONLY includes:

    • Access to Exhibit Hall
    • Printed Conference Book
    • Conference Tote Bag (while supplies last)

    COVID-19 Event Attendee Protocols

    The health and safety of attendees and event staff will drive all in-person event decisions, and events must comply with current guidance and restrictions from the Center for Disease Control & Prevention (CDC), Illinois Department of Public Health (IDPH), local government, venue, and CAI Illinois policy. If you feel sick, especially if you have COVID-19 symptoms like a fever, cough, or shortness of breath, please stay home. CAI Illinois reserves the right to ask people to leave an event.

    In the event CAI Illinois is notified of a positive COVID-19 case from someone who was at a CAI Illinois event, the chapter will notify all attendees (excluding the person’s name) so attendees can take the appropriate testing/isolation steps.

    Photo Policy

    Attendance at CAI events authorizes CAI to use photographs or video of the event, which may include attendees’ images, for CAI’s promotional purposes. To opt out please contact the chapter office.

    Liability and Damages

    Neither the Illinois Chapter of CAI nor Donald E. Stephens Convention Center will assume any responsibility for damages to, nor loss of any, merchandise or articles left at the venue during or following the event.

    The Donald E. Stephens Convention Center is located at 5555 N. River Road, Rosemont, IL
    Select "More options" on the map for Directions to Donald E. Stephens Convention Center
    Public Transportation
    811 - Rosemont Entertainment Circulator

    Bus route provides daily circulator service between Rosemont Transit Center (CTA Blue Line), Donald E. Stephens Convention Center, Fashion Outlets of Chicago, Parkway Bank Park Entertainment District, Pearl District, and all Chicago Dogs home baseball games at Impact Field.

    Plan trip on CTA
    Plan trip on METRA
    Plan trip on PACE


    PUBLIC PARKING

    Public parking is available in the William St. Garage and East Parking Garage.
    Parking is $15.00* for 24 hours, no in & out privileges.  *Rate is subject to change

     A Shuttle will be available for pick up and drop off between the parking garage and the
    main entrance. The shuttle will run on 15 minute cycles.

    Public Parking & Skybridge Access Map

    Other Parking Options

    Donald E. Stephens Convention Center
    Contact Information - Business Office
    Phone 847-692-6415

    Information for attendees with disabilities:  The Donald E. Stephens Convention Center is wheelchair accessible.  Wheelchairs are available for rent from the facility.  For more information please contact the business office.

    AMENITIES

    Starbucks:
    Located in the main lobby

    ATM Machines:
    There are 3 MB Financial Bank ATM machines located throughout the facility.  They can be found in the following locations:  

    • Level 1 of the Convention Center Main Lobby across from Starbucks
    • Level 2 of the Convention Center in the Hall G lobby
    • Expoteria lobby between Hall A and Expoteria

    Coat Check:
    For your convenience, permanent coat checks areas are located on levels 1 & 2 of the Conference Center.

    Internet Access:
    Rosemont Convention Center offers a complimentary basic Wi-Fi service throughout all public spaces, meeting rooms, ballrooms and designated areas on the exhibit floor.

    Water Fountains:

    • Main Lobby, next to women's bathrooms
    • G Hall, between the men's and women's bathroom on the east side of the hall
    • G Hall, between the men's and women's bathroom on the west side of the hall
    • Far west side between men's and women's bathroom
    • Far east side between men's and women's bathroom

    A list of exhibitors and an exhibit hall map is available here - Exhibit Hall Map - Exhibitor List
    • 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 11 Product(s)

    All-Access Registration to 2022 CAI-IL Condo-HOA Conference & Expo May 13, 2022 Donald E. Stephens Convention Center, Rosemont, IL

    All-Access Registration to 2022 CAI-IL Condo-HOA Conference & Expo May 13, 2022 Donald E. Stephens Convention Center Rosemont, IL

    Paid Attendee registration includes:

    • All Education Sessions
    • Access to Exhibit Hall
    • Coffee/Light Breakfast
    • Buffet Lunch
    • Printed Conference Book
    • Conference Tote Bag

    All-Access Registration to 2022 CAI-IL Condo-HOA Conference & Expo

    May 13, 2022
    Donald E. Stephens Convention Center
    Rosemont, IL

    Paid Attendee registration includes:

    • All Education Sessions
    • Access to Exhibit Hall
    • Coffee/Light Breakfast
    • Buffet Lunch
    • Printed Conference Book
    • Conference Tote Bag

    COVID-19 Event Attendee Protocols

    The health and safety of attendees and event staff will drive all in-person event decisions, and events must comply with current guidance and restrictions from the Center for Disease Control & Prevention (CDC), Illinois Department of Public Health (IDPH), local government, venue, and CAI Illinois policy. If you feel sick, especially if you have COVID-19 symptoms like a fever, cough, or shortness of breath, please stay home. CAI Illinois reserves the right to ask people to leave an event.

    In the event CAI Illinois is notified of a positive COVID-19 case from someone who was at a CAI Illinois event, the chapter will notify all attendees (excluding the person’s name) so attendees can take the appropriate testing/isolation steps.

    Photo Policy

    Attendance at CAI events authorizes CAI to use photographs or video of the event, which may include attendees’ images, for CAI’s promotional purposes. To opt out please contact the chapter office.

    Liability and Damages

    Neither the Illinois Chapter of CAI nor Donald E. Stephens Convention Center will assume any responsibility for damages to, nor loss of any, merchandise or articles left at the venue during or following the event.

    Lunch

    Each paid registrant, or paid booth representative will receive a buffet lunch. The buffet lunch ticket must be presented at the entrance for admittance to the lunch area. There is general admission seating within the buffet area. Once you finish lunch we encourage you to visit the exhibits.   No Outside Food or Drink is Allowed.

    The Donald E. Stephens Convention Center is located at 5555 N. River Road, Rosemont, IL
    Select "Directions" on the map for Directions to Donald E. Stephens Convention Center
    Public Transportation
    811 - Rosemont Entertainment Circulator

    Bus route provides daily circulator service between Rosemont Transit Center (CTA Blue Line), Donald E. Stephens Convention Center, Fashion Outlets of Chicago, Parkway Bank Park Entertainment District, Pearl District, and all Chicago Dogs home baseball games at Impact Field.

    Plan trip on CTA
    Plan trip on METRA
    Plan trip on PACE

    PUBLIC PARKING

    Public parking is available in the William St. Garage and East Parking Garage. Parking is $15.00* for 24 hours, no in & out privileges.  *Rate is subject to change

     A Shuttle will be available for pick up and drop off between the parking garage and the main entrance. The shuttle will run on 15 minute cycles.

    Public Parking & Skybridge Access Map

    Other Parking Options

    Donald E. Stephens Convention Center
    Contact Information: 
    Business Office
    Phone 847-692-6415

    Information for attendees with disabilities:  The Donald E. Stephens Convention Center is wheelchair accessible.  Wheelchairs are available for rent from the facility.  For more information please contact the business office.

    AMENITIES 

    Starbucks: Located in the main lobby

    ATM Machines: There are 3 MB Financial Bank ATM machines located throughout the facility.  They can be found in the following locations:  

    • Level 1 of the Convention Center Main Lobby across from Starbucks
    • Level 2 of the Convention Center in the Hall G lobby
    • Expoteria lobby between Hall A and Expoteria

    Coat Check: For your convenience, permanent coat checks areas are located on levels 1 & 2 of the Conference Center.

    Internet Access: Rosemont Convention Center offers a complimentary basic Wi-Fi service throughout all public spaces, meeting rooms, ballrooms and designated areas on the exhibit floor.

    Water Fountains:

    • Main Lobby, next to women's bathrooms
    • G Hall, between the men's and women's bathroom on the east side of the hall
    • G Hall, between the men's and women's bathroom on the west side of the hall
    • Far west side between men's and women's bathroom
    • Far east side between men's and women's bathroom

    A list of exhibitors and an exhibit hall map is available here - EXHIBIT HALL MAP - EXHIBITOR LIST

    • Register
      • Non-member - $100
      • CAI Homeowner Leader Member - $20
      • CAI Manager Member - $80
      • CAI Student Member - $20
      • CAI Management Company Member - $80
      • CAI Business Partner Member - $80
      • CAI Affiliate Business Partner Member - $80
      • Non-Member Homeowner Leader - $35
      • Non-Member Manager - $100
      • Non-Member Management Company - $100
      • Non-Member Business Partner - $100
    • More Information
  • Contains 3 Component(s) Includes a Live Web Event on 01/28/2022 at 11:30 AM (CST)

    Attend this virtual course and after passing the Educated Business Partner quiz, taken the same day, you will earn the EBP distinction.

    Duration: 3 HRS


    Set yourself apart from your peers by taking the CAI Educated Businss Partner course. Learn more about community associations, ethics, insurance, and best practices when working with community associations. Pass a quiz at the end of the course and earn an Educated Business Partner distinction you can use to market yourself.

    Friday, January 28, 2022

    11:30am - 2:30pm (11:30am - 12:00pm is an optional online lunch networking opportunity. The course will begin at 12:00pm)

    Where
    Comfort of Your Home or Office

    Price
    $99 Includes a Lunch Gift Card

    Registration Deadline
    Friday, January 21, 2022 

    VIshnu Sharma

    Sharma & Associates, Inc.

  • Contains 4 Component(s), Includes Credits Includes a Live Web Event on 01/25/2022 at 12:00 PM (CST)

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

    Duration: 1 HR
    CE Credits: 1 

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

    Anthony Dister

    Wintrust Community Advantage

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

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

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

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

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

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

    James Stevens

    Saul Ewing Arnstein & Lehr. LLP

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

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

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

    image


    • Register
      • Non-member - $35
      • CAI Homeowner Leader Member - $15
      • CAI Manager Member - $15
      • CAI Student Member - $15
      • CAI Management Company Member - $15
      • CAI Business Partner Member - $15
      • CAI Affiliate Business Partner Member - $15
      • Non-Member Homeowner Leader - $35
      • Non-Member Manager - $35
      • Non-Member Management Company - $35
      • Non-Member Business Partner - $35
    • More Information
  • Contains 3 Component(s)

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

    Duration: 44 mins

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

    Michael Kreibich

    Kovitz Shifrin Nesbit

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

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

    Elizabeth Thompson

    Saul Ewing Arnstein & Lehr. LLP

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

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

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

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

    *advice on collection of unpaid assessments;

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

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

    *resolution of disputes between homeowners and the association; and

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

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

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

     

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

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

    Duration: 1 hour 15 minutes     CE Credits: 1.50 Hours

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

    Elizabeth Thompson

    Saul Ewing Arnstein & Lehr. LLP

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

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

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

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

    *advice on collection of unpaid assessments;

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

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

    *resolution of disputes between homeowners and the association; and

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

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

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

     

    David Sugar

    Saul Ewing Arnstein & Lehr, LLP

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

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

    How should an HOA identify and truly manage risk?

    Duration: 1 HR 30 MIN

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

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

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

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

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

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

    Panelists:
    Nancy Ayers, CPCU, CIC, Alliant Americas

    Kathy Kahl, CIRMS, EBP, Rosenthal Brothers Insurance

    Nancy Ayers

    Alliant Insurance

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

    Kathy Kahl

    Rosenthal Brothers Insurance

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

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

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

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

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

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

    Duration: 1 HR


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


    David Burke

    Custom Installations

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

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

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

    Calvin Cornish

    Nania Energy Advisors

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      • CAI Business Partner Member - Free!
      • CAI Affiliate Business Partner Member - Free!
      • Non-Member Homeowner Leader - Free!
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  • Contains 3 Component(s)

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

    Duration: 1 HR 10 MIN

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

    Topics of discussion will include:

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

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

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

    Kerry Bartell

    Kovitz Shifrin Nesbit

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

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

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

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

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

    Danette Smusz

    Foster/Premier

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

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

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

    John Gocke

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

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      • 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!
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