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2024 Annual Conference Education

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

2024 Community Live! Gold Medal Banner

April 10 & 11, 2024 at Valley Forge Casino

Learn at Community LIVE! During Nine Breakout Sessions

Education Sponsors

Association Bridge logo        National Cooperative Bank Logo   


Breakout Sessions I Wednesday, April 10, 2024 3:30 PM to 4:20 PM

Homeowner Leader Education Track
Session 1: Alcohol in Common Areas – God Idea or Bad? Presented by David Dahan, Esq., Hyland Levin Shapiro & Anthony Caputo, USI Insurance

Many associations are grappling with whether to allow BYOB or otherwise permit alcohol in the clubhouse, pool area and other common areas. Boards may feel pressure from residents to allow alcohol. There are many factors to consider with this very important decision - potential legal liability, insurance issues and how to monitor and enforce any rules regarding allowing it or prohibiting it.

Personal & Professional Growth
Session 2: Networking to Get Noticed: Creating Meaningful Engagements
Presented by Keith Scott & Rebecca Klein Scott, TALLmall Productions

Exhibitors and attendees alike will learn the secret to weaving together a memorable, authentic elevator introduction, whether you are at a virtual networking event, messaging someone on LinkedIn or meeting someone for the first time on Zoom. These intros are not memorized scripts but include keywords specific to each person that become the GPS points to navigate when delivering an introduction. Plus, gain strategies to transform conversations from surface chatter to meaningful engagements.

Community Association Project Management
Session 3: Maintaining Your Community with Interior and Exterior Cleaning
Presented by Jose Romero, Clearview Washing; & Michael Vennitti, Fresh Foam

Whether you manage a single high-rise building, or a portfolio of community associations, this session will empower you to make strategic decisions that positively impact your property's aesthetics and value. Cleanliness pays a pivotal role in the upkeep and value of a property. Ensuring that both interior and exterior spaces are meticulously maintained is not just an aesthetic consideration but a strategic investment in the longevity and reputation of your community or building.


Key Takeaways:

  • Develop a comprehensive checklist for evaluating interior and exterior cleaning companies.
  • Understand the trade-offs involved in seeking services that are good, cheap, and fast.
  • Make informed decisions by evaluating the true value of cleaning services beyond their price.
  • Harness the expertise of your business partners to act as valuable consultants in the cleaning decision-making process.

Breakout Sessions II Thursday, April 11, 2024 – 8:15 AM to 9:05 AM

Homeowner Leader Education Track
Session 1: Board Member Ethics & Conflicts of Interest
Presented by: Carl Weiner, Esq., Hamburg, Rubin, Mullin, Maxwell & Lupin

Community association volunteer leaders have a special responsibility to the association and the owners they serve. This session will discuss board member fiduciary duties under statutes, association bylaws provisions and the business judgement rule. The program will also cover the topics of self-dealing and fraud and how to separate personal versus association concerns and areas of potential conflicts of interest.

Personal & Professional Growth
Session 2: Strategies for Emerging Leaders: Navigating Success as a Young Professional in a New Industry
Presented by Josephine Wolf, Esq., Clemons Richter & Reiss; & Tyler  Logar, EIT,  Joseph B. Callaghan, Inc.

Join members of the chapter’s PULSE Young Professionals Committee for an engaging presentation that will explore the essential skills that empower young professionals to thrive and take on leadership roles in their chosen industries. Discover actionable strategies to ensure your success and growth as you embark on your journey towards becoming a prominent figure in your field.

Community Association Project Management
Session 3: Comprehensive Guide to Project Management for Community Managers
Presented by Martin Bahner, CertaPro Painters of Central Bucks

Using a painting project as a case study, this session will offer a comprehensive overview for community managers on effectively managing a project. The session will help attendees determine a project scope, specification development, vendor selection, bid solicitation, project execution, and quality control. Included are technical references and sample request for proposals to enhance your understanding and implementation.

Breakout Sessions III Thursday, April 11, 2024 – 10:55 AM to 11:45 AM

Homeowner Leader Education Track
Session 1: Insurance Bids & Policies - Frequently Asked Questions
Presented by Brendan Whelan, CIRMS, Smith Insurance Associates

Managers and board members are often presented with multiple insurance options from brokers. This session will focus on the key elements of those proposals, harmful exclusions, frequently asked questions from other board members / homeowners, and the questions that both management and boards should be asking the insurance professionals to properly protect the association.

Personal & Professional Growth
Session 2: How to Use Your Self Talk to Soar Instead of Sabotage
Presented by Keith Scott & Rebecca Klein Scott, TALLSmall Productions

The villain that often throws hurdles in our paths is not someone else. When we get stressed, it's our own self-talk that fills our brains with running commentary to the tune of “They won’t like my idea,” “I’ll never get this project done in time,” or “This will never work.” It's time to silence that voice when it creeps up. Learn to take control of your self-talk and to ensure it helps you soar instead of sabotaging yourself.

Community Association Project Management
Session 3: Empowering Communities: Exploring Artificial Intelligence's Role in Community Engagement and Decision-Making
Presented by David Velasco, APRI, EBP, JGS Insurance & Cathleen Dunn, CMCA, AMS, PCAM, A Pocono Country Place Community Association

Artificial intelligence is here and now. But how can we effectively use it in the community association space? In this session, we will delve into the transformative influence of Artificial Intelligence (AI) on community engagement and decision-making. Our focus will be on how AI can enhance community well-being and contribute to more effective decision-making processes..