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2023 Annual Conference Education

Check out the educational programs at the region’s premier event for cooperatives, condominiums and homeowner associations.

Community Live

April 12 & 13, 2023 at Valley Forge Casino

Annual Conference Breakout Sessions

Education Sponsors

Association Bridge logo             

Klein & Hoffman logo      National Cooperative Bank Logo   


Breakout Sessions I Wednesday, April 12, 2023 3:15 PM to 4:05 PM

Homeowner Leader Education Track
Session 1: Disaster Recovery and Insurance Claim Processes for Communities Presented by Steve Lanciano, RestoreCore

This session will review disaster recovery for communities through an understanding of the roles of the personnel involved, frequently used language, the different types of insurance policies and coverages, and real time step by step processes for navigating a loss.

Maintenance Education Track
Session 2: Road Rules: Concrete & Asphalt Maintenance
Presented by Kathryn Cox and Patrick Gillespie, Delaware Valley Paving

Participate in this breakout session and learn about the physical components and lifespan of asphalt and concrete in the tri sate area.

Topics to be covered include:

  • Signs that asphalt or concrete needs repair/replacement and how to determine what is needed.
  • Infa-red repair and the processes of a paving project in a community.
  • The causes of different types of cracking in concrete / asphalt and how to repair.
  • When or when not to sealcoating and crack fill .
    Preventative Maintenance / safe procedures for snow and ice removal
  • Bidding process - How to get apples to apples proposals from contractors
  • Bid-to-project timeline and how to make the project as painless as possible for your homeowners.


Sustainability Education Track
Session 3: How to Prepare Your Property for Electric Vehicle Charging Stations
Presented by Christopher Ling, ARCHforensic, George Greatrex, Esq., Hill Wallack, and Katherine Pristash, Associa MidAtlantic

This program will navigate attendees through what is needed at your communities prior to installing an Electric Vehicle Charging Stations including feasibility studies for community safety, design and installation information.

This session will review the following topics that are important to consider for your community:

  • Is your property ready for charging stations?
  • Should electric vehicle charging stations be in garages?
  • Is it a fire hazard?
  • Should sprinklers be installed in garages?
  • Should charging stations be located in commercial parking lots?
  • Where should electric charging stations be installed?
  • Should condominium unit owners have their own charging stations?

Breakout  Sessions II Wednesday, April 12, 2023 4:20 PM to 5:15 PM

Homeowner Leader Education Track
Session 1: Navigating Your Role as a Board Member
Paul Santoriello, CMCA, AMs, PCAM, Taylor Management

Board policy governance training provides board members with the skills, clarity, and confidence they need to fully engage in organizational decision-making. A board governance training program teaches board members the basics of effective governance, including board structures, bylaws, and resolutions.

Maintenance Education Track
Session 2: Sustainable Landscaping Practices
Presented by David Devenney, Brightview Landscaping

Sustainable landscaping is possible! Learn about steps you can take to help support more sustainable and climate appropriate landscaping in your community association. Get great ideas for common area and personal property planning, including:

  • Alternatives to turf grass such as wildflower meadows to cut down on the need for mowing
  • Use of drought and pest-tolerant plants, as well as native plants to limit invasive species
  • Use of landscaping techniques and practices to conserve water
  • Alternatives to chemical fertilizers and pesticides
Sustainability Education Track
Session 3: Energy Efficiency Strategies for Community Associations
Presented by Allan Samuels, Coolsys Energy Design

Energy costs are higher than ever and will only continue to increase. Community Associations can minimize the expense of common area heating, air conditioning, and lighting through the use of energy management systems, high-efficiency equipment, and more effective designs. Learn about energy audits, the latest HVAC technologies, control strategies, as well as the rebates and incentives available for taking steps toward sustainability. Renewable energy options will also be discussed.

Session 4: Economy & Inflation Roundtable Discussion: The State of Association Finances
Tavarious Butts, Truist Bank
Jennifer Keggan, RS, Bustamante Engineers
Aaron Pilch, Eiseman Construction 

Lingering inflation and economic uncertainty is taking a toll on association finances. Bring your questions for this lively, interactive discussion on the state of association finances. Topics of discussion will include:

  1. How is inflation impacting community associations?
  2. What is the impact on the costs of construction projects like roofs, roads, etc.?
  3. What can community associations expect from rising interest rates on both loans and deposits?
  4. Are capital reserves in need of re-evaluation due to current economic conditions?

Breakout Sessions III Thursday, April 13, 2023 – 10:15 AM to 11:05 AM

Homeowner Leader Education Track
Session 1: Three Strategies to Strengthen a Homeowner Association Board
Presented by Joe Marzano

Having an engaged, high-functioning Homeowners Association (HOA) Board is a strategic imperative for the community they represent. Because candidate’s career and life experiences may not be relevant to the role, and with ongoing director turnover caused by term limits and other factors, it can be very difficult for HOA Boards to build and maintain a shared and effective understanding of roles, rights, responsibilities and actions.

This presentation addresses critical “Best Practice” topics all board members must be ready to face and handle, including what boards do as a team, what board directors do as individuals, and how boards self-evaluate, plan and act despite continuous change.

Maintenance Education Track
Session 2: Does Your Maintenance Department Need Maintenance?
Presented by Robyn Colajezzi and Gil Ortiz, Unlimited Restoration

Just as multi-family buildings require regular service to prevent costly repairs, your maintenance technicians should maintain and improve their skills and knowledge on a regular basis. This preventative approach to managing your maintenance department can help save money, be better prepared for emergencies, and reduce risks and injuries. This session will look at the following, or lack thereof, standards:

Overview of the 4 types of maintenance:

  • Corrective Maintenance
  • Preventive Maintenance
  • Condition Based Maintenance
  • Predictive Maintenance

OSHA requirements for Maintenance Professionals

  • Suggested Safety courses
  • Suggested PPE practices
  • Resources for ongoing training and development

Maintaining a comprehensive, annual Job Expectation and Schedule

  • Creating Maintenance technician requirements that suit your Community Association’s needs
Sustainability Education Track
Session 3: Managing & Financing Stormwater Management in Community Associations
Presented by Susan Myerov, Diane Maher and Paul Racette, Pennsylvania Environmental Council

This introductory workshop will provide information on stormwater management with resources for more detailed information on the following topics:

  • Introduction to Stormwater - definitions, development impacts to water cycle, timeline of stormwater management approaches, regulatory history
  • Stormwater Infrastructure in HOA Communities – the good, the bad, and the ugly
  • Nature Based Approaches & Benefits – rain gardens, bioswales, mowing to meadows, naturalized basins, green roofs – how to evaluate for your community?
  • Community Association Case Studies - Pennsylvania Examples
  • Funding and Collaboration Opportunities
Session 4: Happy Homeowners & Employees for Life

Discover four simple steps to create head-over-heels-thrilled homeowners and engaged employees who rave about living and working in your community.

Presented by Vance Morris