LUNCHEON PROGRAM Building Better Karen D. Conlon, MCAM · Karen D. Conlon, MCAM Sequoia Grove...

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PROGRAM SPONSORS ALLBRiGHT 1-800-PAINTING Alliance Association Bank Aqua Creations Inc. ASR Property Restoration Austin’s Painting Benjamin Moore CertaPro Painters Cobalt Security Services, Inc. Critter Busters Inc. Dunn-Edwards Paint EmpireWorks Reconstruction & Painting Celebrating members strong… and growing! 5 This luncheon will cover – What does a Better Board look like? Understanding your fiduciary duty, board member conduct and defining the board’s powers and duties. The value of strategic planning and why vision is essential for the success of your community. Learn how policy, guidelines, rules and regulations should be guiding a community, not causing friction. Understanding the role of the board vs. the role of the manager. Working through the challenges of the difficult board member before it harms the community. How to promote volunteerism and identify quality candidates. Guidance on getting your board back on track if this idea seems foreign! And time for your questions! TUESDAY, SEPT. 26, 2017, 11:30 AM Los Robles Greens, 299 S. Moorpark Road, Thousand Oaks General Pavement Management Jackson Insurance Services McKay’s Painting & Wood Replacement Oakridge Landscape Pacific Western Bank Ramsey Asphalt Construction Sherwin-Williams Paint Showscapes / Treescapes Steve Reich Insurance Agency, Inc. Suncrest Pool & Spa Service Whitestone Painters Building Better Communities – How to be a Better Board Good Boards Make Strong Communities! $36 Homeowners / Board Members $36 Community Managers; $47 Business Partners *Additional $10 for non-members and walk-ins. Fee Includes Lunch REGISTRATION Register at www.cai-channelislands.org For more info or questions, call the Chapter Office at 805-658-1438 or visit www.cai-channelislands.org PROGRAM SPEAKERS Karen D. Conlon, MCAM Sequoia Grove Consulting, Inc. Karen Conlon is a Senior Executive, Corporate Director, and Strategist recognized for in-depth knowledge of board governance and compliance. Her skills include advancing strategies into best practices while maintaining organizational performance and corporate priorities. As President & CEO for the California Association of Community Managers (CACM) from 1992 – 2014, she successfully launched and grew the premier industry association providing industry respected certification programs. After retiring from CACM, she formed Sequoia Grove Consulting, Inc., and serves as President & CEO. SGC services include training and education of HOA governance issues, strategic planning and developing request for proposals when HOAs go out to bid for their management contract. David C. Swedelson, Esq. SwedelsonGottlieb David Swedelson is one of California’s leading community association attorneys and a founding partner of SwedelsonGottlieb. David’s broad experience in representing California community associations allows him to not only provide legal representation, but also counsel his association clients’ Boards on many different matters and issues that impact California homeowners associations. David is also the firm’s lead trial attorney and has had many successful jury and non-jury trial results for his clients. David is the firm partner in charge of content for its widely-viewed hoalawblog.com, a resource for the latest news and information affecting California common interest developments. CAI-CHANNEL ISLANDS CHAPTER LUNCHEON PROGRAM Building Better Communities – How to be a Better Board Good Boards Make Strong Communities! Join us for this luncheon as we discuss the purpose and intentions of Community Associations and provide guidance on the many challenges Associations face when it comes to board governance and leadership. Tuesday Sept. 26, 2017 11:30 AM LOS ROBLES GREENS 299 S. Moorpark Road, Thousand Oaks

Transcript of LUNCHEON PROGRAM Building Better Karen D. Conlon, MCAM · Karen D. Conlon, MCAM Sequoia Grove...

Page 1: LUNCHEON PROGRAM Building Better Karen D. Conlon, MCAM · Karen D. Conlon, MCAM Sequoia Grove Consulting, Inc. Karen Conlon is a Senior Executive, Corporate Director, and Strategist

P R O G R A M S P O N S O R SALLBRiGHT 1-800-PAINTING

Alliance Association BankAqua Creations Inc.

ASR Property RestorationAustin’s PaintingBenjamin MooreCertaPro Painters

Cobalt Security Services, Inc.Critter Busters Inc.

Dunn-Edwards PaintEmpireWorks Reconstruction & Painting

Celebratingmembers strong… and growing!

Celebrating

members strong… and growing!

Celebratingmembers strong… and growing!

5

This luncheon will cover –• What does a Better Board look like? Understanding

your fiduciary duty, board member conduct and defining the board’s powers and duties.

• The value of strategic planning and why vision is essential for the success of your community.

• Learn how policy, guidelines, rules and regulations should be guiding a community, not causing friction.

• Understanding the role of the board vs. the role of the manager.

• Working through the challenges of the difficult board member before it harms the community.

• How to promote volunteerism and identify quality candidates.

• Guidance on getting your board back on track if this idea seems foreign!

• And time for your questions!

TUESDAY, SEPT. 26, 2017, 11:30 AM Los Robles Greens, 299 S. Moorpark Road, Thousand Oaks

General Pavement ManagementJackson Insurance Services

McKay’s Painting & Wood ReplacementOakridge LandscapePacific Western Bank

Ramsey Asphalt ConstructionSherwin-Williams Paint

Showscapes / TreescapesSteve Reich Insurance Agency, Inc.

Suncrest Pool & Spa ServiceWhitestone Painters

Building Better Communities – How to be a Better Board Good Boards Make Strong Communities! $36 Homeowners / Board Members

$36 Community Managers; $47 Business Partners *Additional $10 for non-members and walk-ins.

Fee Includes Lunch

REGISTRATION

Register at www.cai-channelislands.org

For more info or questions, call the Chapter Office at 805-658-1438 or visit

www.cai-channelislands.org

PROGRAM SPEAKERS

Karen D. Conlon, MCAMSequoia Grove Consulting, Inc. Karen Conlon is a Senior Executive, Corporate Director, and Strategist recognized for in-depth knowledge of board governance and compliance. Her skills include advancing strategies into best practices while maintaining organizational performance and corporate priorities. As President & CEO for the California Association of Community Managers (CACM) from 1992 – 2014, she successfully launched and grew the premier industry association providing industry respected certification programs. After retiring from CACM, she formed Sequoia Grove Consulting, Inc., and serves as President & CEO. SGC services include training and education of HOA governance issues, strategic planning and developing request for proposals when HOAs go out to bid for their management contract.

David C. Swedelson, Esq. SwedelsonGottliebDavid Swedelson is one of California’s leading community association attorneys and a founding partner of SwedelsonGottlieb. David’s broad experience in representing California community associations allows him to not only provide legal representation, but also counsel his association clients’ Boards on many different matters and issues that impact California homeowners associations. David is also the firm’s lead trial attorney and has had many successful jury and non-jury trial results for his clients. David is the firm partner in charge of content for its widely-viewed hoalawblog.com, a resource for the latest news and information affecting California common interest developments.

CAI-CHANNEL ISLANDS CHAPTER

LUNCHEON PROGRAM Building Better Communities – How to be a Better BoardGood Boards Make Strong Communities! Join us for this luncheon as we discuss the purpose and intentions of Community Associations and provide guidance on the many challenges Associations face when it comes to board governance and leadership.

TuesdaySept. 26, 201711:30 AM LOS ROBLES GREENS299 S. Moorpark Road, Thousand Oaks