We hope to see everyone on Saturday at ECHO San Jose, our 41st Annual Seminar and Trade Show. We’ve finalized the agenda, and encourage you to take a look to plan your day at the event. If you have any questions about ECHO San Jose, please let us know.
Agenda
Hot Topics – Meeting Room 230A
Covering Your Assets
9 a.m. to 10:10 a.m. – Glenn Kenes and Nico March
After years of plummeting interest rates, associations must form new strategies to preserve and grow their financial assets. Learn to assess your HOA’s financial position, and identify options that could help stabilize and grow your community’s financial resources.
Construction Risk Management for HOA Boards
10:40 a.m. to 12 p.m. – Don Danmeier, Steve Saarman, and Steve Weil, Esq.
To manage risk in a construction project, you must identify the areas of liability. HOAs can run into trouble at every project stage: design, contract, and construction. Let an architect, construction expert, and HOA attorney help you plan a successful project.
Handling Investment Owners
1:20 pm to 2:40 pm – Ian Brown, CCAM
The problems that accompany investment owners (and their tenants) are well known. But the solutions are not. Learn a few simple policies and procedures that can reduce frustration with investment owners and improve HOA life.
Ticking Time Bomb
3:20 p.m. to 4:30 pm – Anton Bayer
With the worst of the housing crisis seemingly past, many associations are breathing a sigh of relief. But new problems are surfacing, some with potentially huge consequences for HOAs. Interest rates remain nearly invisible while construction related costs explode. What changes can associations make to identify and fund growing liabilities?
Board Essentials – Meeting Room 230B
Putting “Unity” Back in Community
9 a.m. to 10:10 a.m. – Wanden Treanor, Esq.
Conflict, anger, and apathy: not what you expected when you moved into your HOA? Hear from an HOA attorney and mediation expert why conflict is not a given, and how you can change the dynamics of your community.
Practical Maintenance
10:40 a.m. to 12 p.m. – Brian Seifert, Mike Muilenberg, and Pat Falconio
Painting, plumbing, and construction are three maintenance activities that HOAs encounter almost daily. Learn some HOA maintenance basics in this informative session, and discover exactly how your buildings should be maintained.
Your Real Job: Managing Maintenance, Repair and Replacement
1:20 p.m. to 2:40 p.m. – Rob Rosenberg, CCAM, and Lisa Esposito, CCAM
With all of the confusion surrounding legal requirements in HOAs, many boards underemphasize their most important obligation: keeping the community in good repair. Learn simple ways to streamline maintenance decisions, reduce confusion about responsibilities, and limit liability.
ECHO Website Essentials
3:20 p.m. to 4:30 p.m. – Brian Kidney and Tyler Coffin
ECHO has a new website. If you haven’t been online, stop by and let us show you what’s inside: new social tools for communicating with other HOAs, more legislative guidance, and expanded access to educational resources. Bring your questions and suggestions.
Legal – Meeting Room 230C
Rules
9 a.m. to 10:10 a.m. – Sandra Gottlieb, Esq.
Creating a good set of rules is no easy task: too many rules can become oppressive, and too few invite conflict. Excessively broad rules can expose the association to liability, while specific rules can limit the association’s options. Learn what makes a good rule, and how to avoid common mistakes.
CID Horror Stories and How to Successfully Deal With Them
10:40 a.m. to 12 p.m. – Michael Hughes, Esq.
Every massive lawsuit or financial catastrophe has a simple beginning: a mistake, a decision made in haste, or lazy inaction. Learn what makes an HOA horror story, and how your association can avoid becoming the next chapter.
Major Reconstruction
1:20 p.m. to 2:40 p.m. – Tyler Berding, JD, PhD, Julia Hunting, J.D., S.E., and Paul Windust, Esq.
The HOA bank account is light, absentee ownership is high, and you’ve just discovered pervasive dry rot throughout the association’s siding. How do you tackle critical construction when circumstances appear impossible?
Legislative Update
3:20 p.m. to 4:30 p.m. – John Garvic, Esq., and Kerry Mazzoni
Learn what’s been happening in Sacramento, ECHO’s role in 2013 legislation, and what we expect to see in 2014.
Registration
Preregistration is still available! Log in above and register on our events page, or return the completed registration form to our office. We look forward to seeing you on Saturday.