Management Company Forum
Designed exclusively for Management Company Executives. Forums are designed for membership types in order to better understand membership needs and to give timely updates.
Please only register if you are an owner or officer of a Management Company.
If you have questions or topics that you'd like to have addressed at the lunch, please email chapter office by clicking here.
CAI-RMC Orientation Outreach - Qtr 2
Are you a new member looking for advice on how to make the most of your membership? Are you a member who wants to become more engaged? If so, this virtual outreach is designed for you!
Join us as we share tips and tricks to being an active member in CAI Rocky Mountain Chapter. Membership gets you in the door - do more than that with our helpful advice and experience all the wonderful resources our chapter has to offer.
This is a free, informal conversation amongst members.
All members are encouraged and we welcome any and all questions.
Thank you to our sponsors, who support engaged membership:
CAI-RMC 1st Annual Top Golf Tournament
SOLD OUT!!!!
Whether you’re an aspiring golf pro or picking up a club for the first time, Topgolf is everyone’s game. It’s fun. It’s competitive.
Purchase at least one team of five. No individual registrations. One team per company.
Food will be provided as well as one drink ticket.
We look forward to seeing you!
Timeline:
2:00 PM: Registration & Warm Up
2:30 PM: Buffet served.
2:30 PM: Tournament begins.
4:30 PM: Tournament concludes, open play.
4:45 PM: Awards
5:00 PM: Event concludes.
TOURNAMENT FORMAT: Teams of five, best ball format, shotgun start, two rounds, winners TBD.
This event would not be possible without our sponsors:
Bring your trivia-minded best: May 5th at 4:30pm - Castle Rock – The Oaks at Plum Creek. Teams of three to five players, no cell phones, third party trivia hosts, Cinco de Mayo food and bev, all the prizes! HUGE fun!!!
We hope you join us for the CAI CLAC Trivia Night! We've done the golf and we've done the bowling - where are the events for non-athletes you ask? RIGHT HERE!
$200/Mixed Team of 3-5 Biz Partners/Mgmt/Homeowners
$50/Team 3-5 Management Staff and/or Homeowners ONLY
$100/Spectator
4:15pm Doors open
4:30pm Trivia Night Begins - Please have your team in place
5:45pm End General Competition, Final Rounds
6:15pm Prizes and Awards
6:30pm Epic After Party in The Oaks' Speakeasy Room - Pool, Darts, Shuffleboard, Professional Golf Simulator
Register Now
Virtual Classes - 3 Topics, 3 Education Credits
2 Hour Topic: White Collar Crime in HOA Industry - Preventing Fraud and Embezzlement; Cyber Theft
1 Hour Topic: Legal Updates
Details:
White Collar Crime in HOA Industry - Preventing Fraud and Embezzlement; Cyber Theft
Speakers: April Ahrendsen, Chuck Balacy, and Tony Troilo
Description: Cyber theft and embezzlement are two forms of fraud that have become a growing threat to the community association industry. A panel of CIT Vice President’s April Ahrendsen, Chuck Balacy, and Tony Troilo will explain the different types of cyber theft that exists, why communities fall victim to embezzlement, and the important steps to make your yourself a smaller target.
Legal Updates
Speakers: Melissa Garcia and David Graf
Description: Legal updates that YOU need to know about as they relate to community associations. Don't miss the fab duo that is Melissa and David as they present this information in their unique fashion!
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Class Registration:
Business Partner CAI Member: $25
Homeowner / Board Member $FREE
Manager CAI Member: $20
Manager Non Member: $30
THIS CLASS PROVIDES THREE (3) CAMICB CREDITS
Thank you to our Sponsors:
2021 Annual Education Summit
In-Person Event / Virtual Option Available (same pricing)
Eight Continuing Education Credits - One Day!
7:00-7:30am Registration
7:30-8:30am Class #1
8:30-9:30am Class #2
9:30-9:45am Morning Break
9:45-10:45am Class #3
10:45-11:45am Class #4
11:45-12:15pm Lunch *Lunch will be provided and is included with registration.
12:15-1:15pm Class #5
1:15-2:15pm Class #6
2:15-2:30pm Afternoon Break
2:30-3:30pm Class #7
3:30-4:30pm Class #8
Class Information:
A New Hope: Community Associations in a Post-Pandemic World
Speaker: Aaron Goodlock
Time: 7:30am-8:30am
While widely unexpected, the lessons we learned from 2020 shed a new light on what community associations are capable of.Join us as we take a look at some of these lessons, and how they provide "a new hope" going forward.
Professionalism: The Difference Between Yes and No
Speakers: Georgie Zuppa and David Norvell
Time: 8:30am-9:30am
The program will teach and provide tools to community managers - how to respect themselves as professionals, earn the respect of board members and homeowners, and how to present options to board members / homeowners.
Why You Can't Manage Your Time (Yet)
Speaker: Loura Sanchez
Time: 9:45am-10:45am
1) Introduction of time management; 2) 3 Basic Underlying Skills; 3) Self-Assessment of Underlying Skills; 4) Ways to Improve Each of 3 Underlying Skills; 5) 30-day plan development
Return on Investment: Basic Investment Management for Community Managers
Speaker: Nicole Bailey
Time: 10:45am-11:45am
The goal of this class is to provide community managers with a foundational knowledge of investment instruments, strategies, terminology, and best practices for community associations.
Hindsight 2020
Speakers: Melanie Peck, Brian TerHark, Wes Wollenweber
Time: 12:15pm-1:15pm
Panel discussion of the impact of change and governance in 2020 and what trends are thought to continue when the world gets back to "normal."
Tales from the Claims Files Speaker: Tressa Bishop
Time: 1:15pm-2:15pm
This course will inspect and dissect real-life community association insurance claims. Managers will learn the situation or event caused the claim, coverages available through the various insurance policies held by the association, how the Board and manager reacted and what influence that had on the final outcome of the claim, and what steps the association potentially could have taken to prevent the claim in the first place.
If Your Landscape Could Talk, What Would It Tell You About This Past Winter?
Speaker: Stan Holat
Time: 2:30pm-3:30pm
This presentation, delivered by a certified arborist, will explain how the recent winter has impacted local landscapes. It details individual issues to watch for with respect to trees, shrubs and lawn. Included are recommendations on how to mitigate the effects of harsh weather conditions and specific tree, shrub and lawn care treatments needed most in the coming spring. Best practices for spring landscape care will be featured, including what should be scheduled when to produce optimal results.
Becoming a Better Negotiator
Speaker: Joe Smith
Time: 3:30pm-4:30pm
This fun, interactive session explores the different types of negotiations, the 6 keys to preparing for any type of negotiations and the most common tools/tactics to produce effective negotiations. You’ll also become aware of the psychological tools/traps that can be used during negotiations so that you can be a better negotiator.
This event would not be possible without the support of our sponsors:
Homeowner Leader Member Forum
The best community associations have the best boards – they're educated, knowledgeable, and prepared to lead their communities successfully.
We want to hear from you! How can we better serve you? What are we doing well that you'd like to see more of? Join us for this important virtual networking event and hear from other homeowners as we learn from each other and improve your membership experience.
Thank you to our sponsors who promote continued conversations to improve our industry:
Community Association Workshop
These hour long free workshops are offered to all members of CAI. The workshops are designed to accommodate informal discussions related to a specific subject matter that's relevant to community associations.
If you have a topic that you'd like to discuss at one of our upcoming workshops, which are held on a bi-monthly basis, please email the chapter by clicking here.
June Topic: Park and Playground Safety
This workshop entails the discussion of playground safety which can help you avoid litigation issues in the future. We will go over simple inspections that can be done on your playgrounds as well as share a checklist that each manager should have on hand if they have a playground on their property. We will also discuss drainage issues, outdoor sporting equipment safety and any other recreational issues that group has questions on.
Thank you to our workshop sponsors who value continuing conversation to improve community associations in Colorado.
CAI-RMC 25th Annual Golf Tournament
The Annual CAI-RMC Golf Tournament brings together golfers of all skill levels for a full day of camaraderie and fun with fellow chapter members. Paid registration includes 18 holes of golf, cart, range balls, wrapped breakfast, boxed to-go lunches (or possibly buffet lunch), and entry to win door prizes!
There are hole contests scattered throughout, including a chance to win $10,000 if you make a Hole-In-One.
Each tee box is sponsored by a different business partner who will be on-site to provide fun and games throughout your round!
7:45am Players in Carts
8:00am Start
Successful community management starts with the essentials! This comprehensive community association management course provides a practical overview for new managers, an essential review for veteran managers and an advanced course for board members. Successful completion of the M-100 can be the first step toward earning the CMCA credential, awarded by CAMICB. Review the Continuing Education Course Matrix to learn more. Topics include:
The virtual M-100 course will be broadcast Thursday, June 24 - Friday, June 25, 2021 Eastern Time both days.
You must attend both sessions and pass the final exam to receive credit for the course. This course fulfills all regular continuing education requirements through CAI and CAMICB. We recommend you take the course on a desktop or laptop computer for the best experience, and log-in 10-15 minutes before the start the course to ensure you are connected to the broadcast. This course will be presented using Zoom. If you have not previously used Zoom, ensure that your computer and network connections are configured to provide you with the best possible experience by running a test at https://zoom.us/test.
The following sponsors are proud to support advanced education:
Community Manager / PCAM Member Forum
Community managers are the professional backbone of the communities they serve, providing the skills and expertise that are essential to the successful management of community associations.
The PCAM designation is the highest professional recognition available nationwide to managers who specialize in community association management.
As a chapter, we want to hear from our community manager members! We want to know how things are going and how CAI-RMC can help you to further succeed.
This event is held for Manager members and PCAM members of CAI Rocky Mountain Chapter. The goal of the event is to collaborate as a team with other industry professionals, to discuss what's working and what could be improved in terms of chapter initiatives.
Please be prepared to come with suggestions and helpful commentary. This is your opportunity to voice your opinion and to collaborate with the chapter.
Thank you to our sponsors who promote continued conversations to improve community associations:
​​​​​​​Learn key communication techniques to improve resident and board relations.
This course offers communication strategies that will benefit both new and experienced managers and provide the skills to better understand owners and volunteers. You’ll learn the basics of good customer service and gain the tools to effectively handle complaints, write newsletters and reports and manage public relations. Topics include:
Information to follow.
CAI-RMC Orientation Outreach - Qtr 3
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Elevate Community
There are two levels of exhibition offered at the event:
- 6' table space, no pipe and drape, location in ballroom (Cost $1,300)
- 10x10 space, no pipe and drape, location in foyer, ability to set up 10x10 display (Cost: $2,150)
*Business partner members are allowed to participate in the program using one of the above mentioned rates. Service providers who are not members of CAI-RMC are not permitted to attend the event. If you're interested in membership, please visit www.caionline.org/joinnow.
- Each space includes ONE staff member. This is the name that you're filling in for the primary contact. For additional staff, add 'guest' and include name. Each additional staff member is $90.
- Electricity is not included with exhibit space. This will be added, if necessary, at a later time.
- Lunch is included with cost.
- 2020 Exhibit purchases rolled over to 2021 due to COVID-19 cancellation. If you purchased a space for 2020, you have a space for 2021 unless you received a refund in 2020.
Full Day Schedule (this is what we will plan for unless otherwise directed by local / state restrictions):
6:00am-8:00am Exhibitor Set Up
8:00am-1:00pm Registration
8:00am-4:00pm Trade Show Open
8:00-9:30am Trade Show / Breakfast
9:00am-10:00am Education Session A
10:00-11:00am Trade Show
10:15am-10:45am Q&A Session
11:00am Prize Drawing
11:00am-1:00pm Lunch
11:15am-11:45am Legislative Update
12:00pm-1:00pm Education Session B
12:00pm-1:00pm Board Leadership Development Session
1:00pm-2:00pm Trade Show
1:00pm-2:00pm CMCA Lounge Open (drinks, CMCA connections, CAMICB)
1:30pm-2:00pm Q&A Session
2:15pm-3:15pm Education Session C
3:15pm-4:00pm Trade Show / Prizes / Dream Big Winner Announced
4:00pm-6:00pm Exhibitor Tear Down
Depending on restrictions, our event will either follow a full day format or a wave attendance format. Both examples are included below. We will know more as we get closer to the event.
You have the potential to earn 3 hours of continuing education credit during the full day schedule.
Full Day Schedule:
Wave Schedule:
8:00-10:00am Trade Show Wave 1 - (1) $1k prize, (2) $500 prizes
10:00am-10:15am Transition
10:15-12:15am Trade Show Wave 2 - (1) $1k prize, (2) $500 prizes
12:15pm-12:30pm Transition
12:30pm-2:30pm Tradeshow Wave 3 - (1) $1k prize, (2) $500 prizes
2:30pm-2:45pm Transition
2:45pm-4:45pm Tradeshow Wave 4 - (1) $1k prize, (2) $500 prizes
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Attendee "waves" are to work in cooperation with mandated guidelines and social distancing requirements. Rather than attending full day, you are requested to attend at your assigned attendance wave.
Wave 1: Organization Names from A - Col
Wave 2: Organization Names from Com - Ha
Wave 3: Organization Names from He - Sch
Wave 4: Organization Names from Se - Wo
Questions??? Contact Bridget by email: bridget@cai-rmc.org
*The Details*
- Parking. Free and convenient parking onsite.
- Food. We'll have grab and go style food. You may eat at the venue or take your food to go once your wave is over. Choice is yours!
- Wifi. Free internet access will be available so that you're able to find information relevant to the exhibitors you're interested in seeing or getting to know.
- Venue. We understand that being in a comfortable setting allows for a better experience. We have moved our conference to the Hyatt Regency Aurora which meets all of our conference needs.
- Prizes. We have the PRIZES!!! Each wave offers three chances of winning $$$. There will be One (1) $1000 prize; Two (2) $500 prizes EACH wave!!!
- Classes. You want credits and you want classes that focus on our industry. We'll have them! We will do everything in our power to hold classes in person.
As a reminder, this is the ONLY Denver Metro Area conference that we will be holding in 2021. Don't miss your opportunity to meet with over 80 exhibitors and network with industry peers.
Peak 2 - Financials - Virtual Class
To reach the peak of your career, you'll need to know the basics. CAI-RMC offers this class for free. This class offers all the financial basics you'll need to know for your entry into community management.
Speakers:
Gene West
Alicia Granados
Topics include: Fiduciary duty, accounting terms/definitions/methods, budgeting, financial reports/records, and reserves.
The Peak 2 - Financials course is approved by Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification. Three (3) credits are approved for this course. www.camicb.org
Thank you to our Peak Series Education Sponsors:
August Topic: TBD
If you live in a condominium, homeowners association, or housing cooperative, you know how important it is to have an effective governing board of directors. The FREE CAI Board Leader Certificate Program is designed to provide a foundation for effective community association board leadership. Whether you are an experienced board member or just thinking about getting involved, this certificate will help you become a more informed and effective leader.
To Earn the CAI Board Leader Certificate:
1) Model Code of Ethics for Community Association Board Members 2) Community Association Governance Guidelines 3) Rights and Responsibilities for Better Communities
Recognition
Community leaders who complete the CAI Board Leader Certificate will receive a certificate of completion and recognition on the CAI website.
Other Education Opportunities
CAI also offers many other learning opportunities for homeowner leaders including webinars and national conferences and events.
More Information
Community association board members and volunteer leaders step up to take on positions of service and responsibility. They’re expected to anticipate issues, solve problems, meet the expectations of their residents and protect property values.
The workshop will teach you how to become a more successful board member and how you can recruit and support new volunteers. You’ll learn the role of the board, the president and other leadership positions, and you’ll identify effective ways to work with professional managers and service providers.
The program consists of five modules:
Module 1: Governing Documents and Roles & Responsibilities
Module 2: Communications, Meetings and Volunteerism
Module 3: Fundamentals of Financial Management
Module 4: Professional Advisors and Service Providers
Module 5: Association Rules and Conflict Resolution
A special thank you to our sponsors who value and promote homeowner leader education:
Business Partner Member Forum
Designed exclusively for Business Partner Members of CAI Rocky Mountain Chapter. Forums are designed for membership types in order to better understand membership needs and to give timely updates.
Please only register if you are a Business Partner member of CAI Rocky Mountain Chapter.
If you have questions or topics that you'd like to have addressed please email chapter office by clicking here.
Train the Trainer - Part Two (In Person)
Are you a business partner looking to improve your trade show success? Are you interested in offering continuing education to members but not sure how to do it? Do you need some guidance of how to market your company to community associations? This FREE virtual training is for you!
Join us as we collaborate with business partners who have been involved and know the ins and outs of successfully promoting your company to community associations. There are right ways, and there are wrong ways - learn from us so that you are successful in your role.
CAI-RMC Annual Clay Shoot
CAI-RMC presents the 4th Annual Clay Shoot, a fun filled afternoon of shooting clays, team building and networking. Clay shooting is an activity for all ages and activity levels, making it the perfect event to bring fellow co-workers and clients.
Schedule:
10:00am Safety Brief
10:30am Start
1:30pm - 3:30pm Food Truck / Lunch / Tail Gate
Team Information:
Colorado Clays: (303) 659-7117
This event would not be possible without the support of our presenting sponsors:
2021 Mountain Conference and Annual Meeting
Whether you live and work in Mountain Communities or in the Denver Metro Area, this conference is sure to make a lasting impression. We will have classes lined up to suit managers and homeowner leaders, no matter where you're from. This conference will also host the Chapter Annual Meeting. We hope to see you there.
7:30-8:30am Grab n' Go Breakfast
8:30-9:30am Exhibits
9:45-10:45am Breakout Session A (CAMICB Credit Approved)
11:00am-12:00pm Breakout Session B (CAMICB Credit Approved)
12:00-12:45pm Grab n' Go Lunch
12:45-1:00pm Annual Meeting (In Person & Virtual)
12:00-1:30pm Exhibits
1:30-3:00pm Breakout session C (CAMICB Credit Approved)
Education Specifics:
To Be Determined - 3 Credits of Continuing Education will be offered.
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Hotel discount information will be available in February on this page.
Thank you to our presenting sponsors:
2021 Mountain Conference and Trade Show
Whether you live and work in Mountain Communities or in the Denver Metro Area, this conference is sure to make a lasting impression! Don't miss out on registering to exhibit at this event.
October Topic: TBD
The virtual M-100 course will be broadcast Thursday, October 14 - Friday, October 15, 2021 Eastern Time both days.
CAI-RMC Orientation Outreach - Qtr 4
Peak 3 - Insurance - Virtual Class
To reach the peak of your career, you'll need to know the basics. CAI-RMC offers this class for free. This class offers all the insurance basics you'll need to know for your entry into community management.
Devon Schad
Tressa Bishop
This program is designed to cover all things insurance that a manager or homeowner needs to know. Topics include: Requirements of governing documents and State statutes; types of policies an association needs; coverages, limitations, and exclusions; cyber liability; D&O.
The Peak 3 - Insurance course is approved by Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification. Three (3) credits are approved for this course. www.camicb.org
Thank you to our education sponsors:
Looking for some sponsorship / advertising guidance as we get ready for 2022? GREAT! We're here for you.
Please join us on November 15th at 9:00am for a virtual information session to help you make the most of your marketing $$$.
Sponsorships will be explained and questions will be answered. Please make sure you review the guide prior to attending the meeting (which will be sent out early in November). We will not go over the guide page to page - this is a Q&A session.
Only available to members of CAI Rocky Mountain Chapter.
2021 CAI Annual Awards & Celebration
Join us as we celebrate another year done well with your CAI-Rocky Mountain Chapter friends and colleagues !
This event is our opportunity to showcase outstanding communities and managers. Winners will be chosen and awarded for 2021 achievements.
The 2022 Board of Directors will also be installed. Come and support your Chapter leaders and say thank you to those whose terms have expired. We wouldn't be able to do what we do without our fearless leaders!
Comedian Information to come as we get closer to the event!
Thank you to our comedian sponsors:
AGS Construction, Inc
Altitude Community Law
RBC Wealth Management
December Topic: TBD
