Community Associations Institute · AppFolio, Inc. Association Dues Assurance Corporation Bank OZK...

Community Associations Institute

801-899-9522

[email protected]

www.uccai.net

National CAI website: www.caionline.org

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THANK YOU TO OUR 2020 SPONSORS

CAI National Sponsors

Alliance Association Bank Allied Universal

Alloy Home

AppFolio, Inc.

Association Dues Assurance Corporation

Bank OZK

BrightView Landscape Services

CertaPro Painters

CINC Capital, LLC

CINC Systems

CIT

CAB – Mutual of Omaha Bank

Condo Certs

Distinguished Programs

Home WiseDocs.com

Ian H. Graham Insurance

McGowan Program

Pacific Premier Ban

MiddleOak

Owens Corning

Reserve Advisors, Inc.

Seacoast Commerce Bank

ServPro

SOLitude Lake Management TOPS Software, LLC

Union Bank Homeowners Association

WelcomeLink

2019 Local Sponsors

DIAMOND

PLATINUM

CCMC

Hobbs & Olsen/Carpenter Hazlewood

J2 Building Consultants Inc.

SentryWest Insurance

GOLD

Alpine Cleaning

Advantage Management

BrightView Landscaping

The Buckner Company

SILVER

Union Bank

Complex Solutions

Mutual of Omaha Bank

Union Bank

American Family Insurance Association Reserve Consultants CCMC Community Association Management FCS Community Management Holbrook Asphalt Jenkins Bagley Servpro St George Straight Stripe Painting SunWest Bank

SOUTHERN UTAH

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S/CA

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AR 2020 CALENDAR OF EVENTS ……… 3

ABOUT CAI ………………………….. 4

BENEFITS OF MEMBERSHIP

CHAPTER LEADERSHIP …………. 5-6

BOARD OF DIRECTORS

COMMITTEES

SPONSORSHIPS ……………………. 7-10

DIAMOND

PLATINUM

GOLD

SILVER

SOUTHERN UTAH

PROGRAMMING ……………………... 11

EVENT DESCRIPTIONS

LEGISLATIVE ACTION COMMITTEE INFO

2020 CALENDAR OF EVENTS

January

15-18 CAI law seminar

February

4 Legislative luncheon

March

4 Southern Utah educational event

20 M-202

April

17 Breakfast, HOA Management

May

15 Breakfast, FHA topics

June

10-13 CAI Annual conference

August

26 Golf tournament

September

TBA, Annual meeting

10-12 M-100

October

2 Southern Utah golf tournament

16 Breakfast, CCR enforcements with fines

November

4 Southern Utah legislative event

13 Breakfast, Case laws update

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UCCAI: Utah’s source for education on HOAs ABOUT CAI www.caionline.org

CAI is an international membership organization dedicated to building better communities . With nearly 40,000 members, CAI has 64 chapters worldwide, including Canada, the Middle East and South Africa, and relationships with housing leaders in a number of o ther countries , including Austral ia and the United Kingdom. CAI provides information, education and resources to the homeowner volunteers who govern communities and the professionals who support them. CAI members include association board members and other homeowner leaders, community managers, association management firms and other professionals who provide products and services to associations. CAI serves community associations and homeowners by :

•Advancing excellence through seminars, workshops, conferences and education programs, most of which lead to professional designations for community managers and other industry professionals.

•Publishing the largest collection of resources available on community association management and governance, including website content, books, guides, Common Ground magazine and specialized newsletters.

•Advocating on behalf of common-interest communities and industry professionals before legislatures, regulatory bodies and the courts.

•Conducting research and serving as an international clearinghouse for information, innovations and best practices in community association development, governance and management.

We believe homeowner and condominium associations should strive to exceed the expectations of their res idents . We work toward this goal by identi fying and meeting th e evolving needs of the professionals and volunteers who serve associations, by being a trusted forum for the collaborative exchange of knowledge and information, and by helping our members learn, achieve and excel . Our mission is to inspire profess ional ism, effective leadership and responsible cit izenship—ideals reflected in associat ions that are preferred places to cal l home.

VALUE TO INDIVIDUAL MEMBERS

www.caionline.org/JoinNow

CAI is an international membership organization dedicated to building better communities. With nearly 40,000 members, CAI has 64 chapters worldwide, including Canada, the Middle East and South Africa, and relationships with housing leaders in a number of other countries, including Australia and the United Kingdom. CAI provides information, education and resources to the homeowner volunteers who govern communities and the professionals who support them. CAI members include association board members and other homeowner leaders, community managers, association management firms and other professionals who provide products and services to associations. CAI serves community associations and homeowners by:

MAKE YOUR HOA THE BEST IT CAN BE

The Utah Chapter has over 200 members including over 50 businesses and 100 managers who represent 2000+ Associations and over 200,000 households. The benefit of a CAI membership in the Utah Chapter continues to be invaluable. Our programs, events and newsletter continue to provide essential information for all communities. To learn more about joining, please contact our Executive Director at 801 -899-9522 or [email protected], or visit us at www.uccai.net.

UCCAI’S MISSION STATEMENT

Our mission is to improve Community Associations in Utah. To achieve this miss ion, we wi l l :

Provide education and networking opportunities to H omeowner Leaders (Board Members) , Community Association Managers, Business Partners, and Legislators ;

Strive to enhance the qual i ty of operations and mana gement of Community Associations;

Advocate on behalf of Community Associations through legis lation;

Elevate the image and reputation of Community Associations;

Fol low a Code of Conduct at UCCAI sponsored events; and

Solic it input from owners and residents in Community Associations.

http://www.caionline.org/

http://www.caionline.org/JoinNow

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CHAPTER EXECUTIVE DIRECTOR

Mindy Knudsen has been the Executive Director for UCCAI since 2012. She is also the Executive Director for the Legislative Action Committee and has been the newsletter editor. She and her husband, Kevin, have three daughters.

BOARD OF DIRECTORS

President

Robert Rosing is an attorney at Wrona DuBois specializing in all aspects of HOA and Condominium Law. A graduate of the University of Chicago and Georgetown University Law Center, he was elected as the inaugural chairman of the Community Association Law Section of the Utah State Bar. Robert’s experience includes complex business disputes, real property, and construction litigation. Robert is also a licensed real estate continuing education provider and enjoys presenting on condominium and HOA law. Robert lives in Park City where he enjoys skiing, mountain biking, and traveling. Robert can be reached at [email protected] and 435-776-7558.

President-elect

Ryan Wimmer has worked in the Community Association industry since 2009. Working in the industry since 2009 and has been with two local companies and is currently with CCMC as a portfolio manager at Daybreak in South Jordan, UT. Ryan has been involved with the UCCAI events committee since 2014. Ryan has become involved with UCCAI to improve this growing industry and to encourage education to everyone who works with and lives in community associations.

Secretary

Michael Miller is a founding partner at Miller Harrison LLC. Michael’s legal practice is focused exclusively on community association law. Michael advises many community association boards and developers in all facets of community association law, including, amending and rewriting governing documents, enforcement of governing documents, disputes between associations and owners, new association creation and development, the turnover of associations from developer to owners, and as general counsel. Michael has been a member of the Community Association Institute for nearly 15 years and has served on the Utah CAI Legislative Action Committee or sub-committee since 2007. Michael is a regular presenter on community association matters and regularly helps draft sensible community association legislation. .

Treasurer

Lauren DeVoe is a partner at Morris Sperry, where she has practiced community association law exclusively since 2015. Lauren was recently elected to UCCAI’s Board of Directors and currently serves as Secretary of the Community Association Law Section of the Utah State Bar. After beginning her first case at Morris Sperry—a Fair Housing Act case currently pending in federal court—Lauren has been actively engaged in litigating Fair Housing cases on both sides and participates in the regular Fair Housing Forum with housing providers, UALD and HUD, and local governments. In addition to her active involvement in Fair Housing litigation and policy, Lauren frequently presents on Fair Housing issues in both Utah and Idaho.

Scott Anderson, CMCA, AMS has worked for FCS Community Management since 2004. During his tenure he has worked in all aspects of community management including maintenance, customer service, accounts receivable, and as a Community Manager. Currently Scott works as FCS’s Director of Community Managers. In that capacity he helps support the other Community Managers in his office in the day to day operations serving FCS’s portfolio of communities. Scott has been a member of UCCAI since 2004 participating in the various continuing educational programs and seminars. Scott is currently working toward his PCAM designation.

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2019-2020 COMMITTEES

BOARD OF DIRECTORSBOARD OF DIRECTORSBOARD OF DIRECTORS

Robert Rosing, Wrona DuBois (At Large) – President

Ryan Wimmer, CCMC (Manager) – President Elect

Michael Miller, Miller Harrison (At Large) – Secretary

Lauren DeVoe; Morris Sperry (Business Partner) –Treasurer

Scott Anderson (Manager)

CommitteesCommitteesCommittees

Communications/Publications

Michael Mil ler - Liaison Stephen Aina - Chair Ryan Newton, CMCA Eric Harker Melyssa Davidson

Jen Seals, CMCA, AMS Quinn Sperry Monica Gonzales

Marketing

Lauren DeVoe - Liaison Ed Tallerico - Chair Patsy Young

Doug Shumway

Rosalie Woolshlager Robert Baird

Joseph Morgan

Josh Jensen

Béat Koszinowski, CIC, CIRMS

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COMMITTEES

Education

Robert Rosing—Liaison

Andrew Blonquist—Chair

Blake Johnson

Peter Harrison

Crystal Coburn

Lara Valenzuela, CMCA, AMS, PCAM

Neil Schiffman

Jessica Cullimore

John Morris

Eric Hagman

Events

Ryan Wimmer—Liaison

Tyler LaMarr—Chair

Jeff Wheeler—Co-chair

Barry Wilkins

Scott Welker

Ryan Bonham

Amy Makeever

Southern Utah

Scott Anderson, CMCA, AMS – Liaison

Kamarie Naase, CMCA, AMS, PCAM - Chair

David Houston, CMCA, AMS, PCAM

Jerry Jensen, CMCA, AMS

Luke Udy Carson Bagley

Greg Gardner, CMCA, AMS

COMMITTEES

Legislative Action Committee

Bruce Jenkins, Esq. – Chair

Michael Johnson, CMCA, AMS, PCAM – Chair

Ryan Bonham – Secretary

Jason Sucher – Treasurer/Fundraising Vice Chair Quinn Sperry – Legislative Analysis Chair Tyler LaMarr. – Legislative Analysis Vice Chair

David Houston, CMCA, AMS, PCAM – Public Relations Chair

Dale Gifford, CMCA, AMS, PCAM, RS – Public Relations Vice Chair

Jerry Jensen, CMCA, AMS – Fundraising Chair

Jill Candland

Ray Kimber

Lincoln Hobbs, CCAL

Beat Koszinowski, CIRMS

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HIP Table top on each table

Main sponsorship of one event selected by sponsor

Exhibit sponsorship of one even selected by sponsor

Breakfast passes (may be used at legislative luncheon) 10 15 20 25

Logo on names badges at all events

Sponsor-level ribbon for sponsor’s attendees at events

Full page power point recognition

1/4 page power point recognition

Power point recognition

Verbal recognition of sponsorship

Swag/brochures/business cards at vendor table

Website

Rotating sponsor of the week

Name and logo on sponsor page

20 word description on sponsor page

Link to website on sponsor page

Articles and videos with links to authors

Educational breakfasts

Diamond

Platinum

Gold Silver So. Utah

Table top on each table

Reserved priority seating table

Logo on names badges at all events

Sponsor-level ribbon for sponsor’s attendees at events

Full page power point recognition

1/4 page power point recognition

Power point recognition


Next Year’s Sponsorship

First priority (behind upper sponsor levels) to reserve sponsorship package

First priority (behind upper sponsor levels) for a la carte sponsorship items

Company Educational Event Promotion

2 UCCAI emails promoting your event

1 UCCAI email promoting your event

Chapter representative will attend your event and promote UCCAI

Legislative Luncheon

Diamond

Platinum


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HIP Advertising hole

One team

First selection of hole (behind event and upper sponsors)

Banners and logo signs at lunch

Verbal recognition at lunch

Table top at lunch tables

Business cards at lunch tables

Swag / brochures / business cards in sponsor bags

Swag / brochures / business cards at vendor table

First priority to emcee awards (behind event sponsor)

Chapter Communications

Sponsor identification in all electronic communications

Logo included in all electronic communications

Link to sponsor website included in all electronic communications

Recognition on 2021 sponsorship brochure

Northern Utah Golf Tournament

Diamond

Platinum


Advertising hole

One team

First selection of hole (behind event and upper sponsors)

Banners and logo signs at lunch

Verbal recognition at lunch

Table top at lunch tables

Business cards at lunch tables

Swag / brochures / business cards in sponsor bags

Swag / brochures / business cards at vendor table

First priority to emcee awards (behind event sponsor)

Southern Utah Golf Tournament

Diamond

Platinum


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DIAMOND SPONSOR $5,200 MEMBER; $6,400 NONMEMBER

Includes Southern Utah Package (note that RSVP of attendance at

educational events and golf tournament is mandatory one month prior

to the event date, or your spot will be filled.

PLATINUM SPONSOR $3,200 MEMBER; $4,800 NONMEMBER

Includes either Southern Utah Golf Tournament or Events (note that

RSVP of attendance at educational events or golf tournament is

mandatory one month prior to the event date, or your spot will be

filled.

GOLD SPONSOR $1,600 MEMBER; $2,800 NONMEMBER

Includes either 1 exhibit sponsorship or 1 team at golf tournament

(note that RSVP of attendance at educational events or golf

tournament is mandatory one month prior to the event date,

or your spot will be filled.

SILVER SPONSOR $800 MEMBER; $1,400 NONMEMBER

SOUTHERN UTAH PACKAGE $800

Includes Golf Hole and Team Sponsorship + 2 Educational Events

LIMIT OF 4

LIMIT OF 8

LIMIT OF 15

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INDIVIDUAL EVENT SPONSORSHIPS

EDUCATIONAL BREAKFASTS

MAIN SPONSOR: MEMBER: $400 /NON-MEMBER: $500

1 minute introduction at beginning of event

Placement of sign/banner at meeting

Table top placement Recognition on Power Point Swag/brochures/business cards at seats


Identification in all event advertising

Link to sponsor website in all online advertising and email advertising

EXHIBIT SPONSOR: MEMBER: $200 / NON-MEMBER: $300

1 small exhibit table

Placement of sign/banner on exhibit table

Recognition on Power Point Verbal recognition at event

Swag/brochures/business cards at exhibit table

WEBSITE ADS

MONTHLY HOME PAGE AD: MEMBER: $25 PER MONTH / NON-MEMBER: $35 PER MONTH

One ad on the home page for one full month

May purchase additional months

Ad will be provided by sponsor

You will be contacted for specs

Professional ad design can be purchased from the website designer

ANNUAL HOME PAGE AD: MEMBER: $250 / NON-MEMBER: $375

One ad on the home page for one full year




MONTHLY BLOG PAGE AD: MEMBER: $15 PER MONTH / NON-MEMBER: $25 PER MONTH

One ad on the blog page for one full month

May purchase additional months




ANNUAL BLOG PAGE AD: MEMBER: $130 / NON-MEMBER: $250

One ad on the blog page for one full year




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INDIVIDUAL EVENT SPONSORSHIPS

ANNUAL GOLF TOURNAMENT

HOLE SPONSOR: MEMBER: $600 / NON-MEMBER: $700

ROVING CART SPONSOR (LIMIT OF 2): MEMBER: $600 / NON-MEMBER: $700

TEAM SPONSOR: MEMBER: $300 / NON-MEMBER: $400

All sponsorships require a $50 minimum raffle gift; however, more is appreciated.

MAIN SPONSOR: MEMBER: $2,500 / NON-MEMBER: $3,000

Advertising hole at golf tournament (first priority selection)

One team at golf tournament

Special banners/signs at golf tournament

Table top & business cards at lunch tables

Swag / brochures / business cards in sponsor bags & at vendor table

First priority selection to emcee lunch awards Two minutes to speak at awards

BREAKFAST SPONSOR: PURCHASE BREAKFAST

Table top at breakfast tables

Business cards & swag at breakfast tables

Sign / banner in breakfast area

Two minutes to speak at awards

SWAG BAG SPONSOR: $500

Logo on bags

Business cards/swag in bags

SOUTHERN UTAH SPONSORSHIPS

EDUCATIONAL EVENTS

EVENT SPONSOR: MEMBER: $500 /NON-MEMBER: $600

1 minute introduction at beginning of event

Placement of sign/banner at meeting

Table top placement Recognition on Power Point Swag/brochures/business cards at seats


Recognition at end of program

Identification in all event advertising

Link to sponsor website in all online advertising and email advertising

ANNUAL GOLF TOURNAMENT

HOLE & TEAM SPONSOR: MEMBER: $500 / NON-MEMBER: $600 LUNCH SPONSOR: $2,000 INCLUDES A TEAM

BREAKFAST SPONSOR: $1,000 INCLUDES A TEAM

Advertising hole at golf tournament (first priority selection) One team at golf tournament

Special signs at golf tournament

Swag placement directly in golf carts

Swag / brochures / business cards in sponsor bags & at vendor tables

Sponsor swag giveaway drawing for participants to promote business

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PROGRAMMING

EDUCATIONAL BREAKFASTS Participation is encouraged for all board and committee members, managers, management companies and business partners. 60 minute presentations are given on a wide range of topics of community associations and those to who serve them.

LEGISLATIVE LUNCHEON Our annual Legislative Luncheon is held at the Utah State Capitol and the programming is put together in conjunction with our Legislative Action Committee. All board and committee members, managers and business partners are encouraged to attend to hear about legislation on the table for the current year, trends across the country and to hear from our legislative representatives in attendance.

BLDW COURSE Participation in The Board Leadership Development Workshop teaches you how to communicate with association residents, hire qualified managers and service providers, develop enforceable rules, interpret governing documents and more. This course includes a complete tool kit of resources: The Board Member Tool Kit Workbook

Community Association Leadership: A Guide for Volunteers

Managing & Governing: How Community Associations Function, by Clifford J. Treese

The Homeowner & the Community Association brochure

From Good to Great: Principles for Community Association Success brochure

SOUTHERN UTAH EDUCATION These events are for homeowner board and committee members to learn from a panel of experts on a wide variety of topics. This event is also provides community leaders the opportunity to visit with and learn about companies familiar with HOA's and what they can do to help.

LEGISLATIVE ACTION COMMITTEE

The Community Associations Institutes Legislative Action Committee is a group of volunteer individuals and companies interested in the governance and proper operation of Common Interest Developments (condominiums, HOAs, PUDs, Townhomes). As a committee of the Community Associations Institute (CAI) our volunteers work to insure that residents and owners in these communities have representation within the legislature through advocacy and creation of proactive legislation.

A few facts: Legislative Action Committees (LACs) exist to

represent the interests of, and to provide regular communications to the Community Associations Institute (CAI) members and chapters located within their boundaries with respect to state legislative, regulatory, and amicus curiae activities of relevance to the creation and operation of community associations.

LAC is a non-profit, nonpartisan committee. CAI Represents the interests of over 350,000

homeowners in more than 2,550 associations throughout Utah.

Utah LAC delegates are nominated by the Board of Utah CAI and by the Utah LAC. LAC delegates volunteer their time and energy.

The LAC is comprised of association homeowners, directors, managers, insurance professionals, vendors, attorneys, and other professionals.

Is not a Political Action Committee (PAC), and makes no financial contributions.

The LAC depends solely on the donations of the community associations, owners, and the professionals who serve HOA members and Boards.

The Utah LAC supports the “Rights and Responsibilities” and “Community Association Governance Guidelines” of the Community Associations Institute.

To learn more about our organization and our committee please visit www.uccai.net. We welcome your feedback and inquiries.

Community Associations Institute · AppFolio, Inc. Association Dues Assurance Corporation Bank OZK...

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Transcript of Community Associations Institute · AppFolio, Inc. Association Dues Assurance Corporation Bank OZK...