2025 Annual Conference Education
Check out the educational programs at the region’s premier event for cooperatives, condominiums and homeowner associations.
April 30 & May 1, 2025
Lancaster Convention Center
Lancaster, PA
Lead Like a Pro: The Ultimate Leadership Game Plan
General Session and Keynote Speaker
Thursday, May 1, 2025
Phil Martelli aims to “Make a Difference.” His unique presentations are geared to support, enhance, and improve the work being done in your organization. The goal of these one-of-a-kind talks is for each executive, manager, board member, and business partner to take away one idea or thought that will allow them to Make a Difference.
Themes:
- The Value of Real Relationships: Building authentic connections in the workplace.
- The Need to Be Organized: Strategies for effective project and time management.
- The Challenges of Providing Energy: Maintaining enthusiasm and motivation in corporate settings.
- The Daily Need to Learn and to Teach: Fostering a continuous learning environment.
- The Strength of Great Teammates: Promoting collaboration among team members.
- The Importance of Who You Are: Encouraging self-awareness and authenticity in the workplace.
- The Power of Thank You: Cultivating a culture of gratitude in the company.
“As someone who grew up attending St. Joe’s basketball camps and cheering on their games with Phil Martelli as head coach, I couldn’t be more excited to hear him speak at the conference! His leadership and passion for the game have always been inspiring, especially since my uncle is a proud St. Joe’s alum. This is a full-circle moment for me!”
Jillian Gledhill, CMCA, AMS | CAMCO Management, AAMC
Gold Star Award Presenting Sponsor
Read more about our Keynote Speaker Phil Martelli
About Phil Martelli
Phil Martelli is more than a legendary basketball coach; he is a lifelong mentor, community leader, and advocate for positive change. With a career spanning over 34 years, Phil has left an indelible mark on college basketball, first as head coach at Saint Joseph’s University and most recently as the Associate Head Coach at the University of Michigan. Known for his leadership, integrity, and unmatched dedication, Phil has achieved milestones such as the 2004 Consensus National Coach of the Year and numerous postseason victories. However, if you ask him, his proudest moments go beyond the wins and accolades—they revolve around the lives he’s impacted.
Throughout his career, Phil’s guiding principle has been simple: “Make a Difference.” This mantra has shaped not only his approach to coaching but also his deep commitment to education, service, and community. The Making a Difference Campaign is at the heart of Phil’s current work. His mission is to inspire educators, students, and communities to lead with purpose, build meaningful relationships, and create lasting positive change.
Phil believes that the core of this movement lies in the power of gratitude and the importance of a simple “thank you.” Whether working with a school, a community group, or a corporate team, Phil emphasizes the impact that recognition and appreciation can have in motivating others to be their best selves. Through his presentations, Phil shares real-life stories and lessons from his career—stories of triumph, failure, teamwork, and the transformative power of kindness.
His "Make a Difference" initiative focuses on equipping educators, administrators, and students with the tools they need to foster respect, responsibility, and a sense of service. By encouraging individuals to value real relationships, embrace the power of gratitude, and continually strive for improvement, Phil is empowering others to take the lead in their own communities.
Phil Martelli’s work is not just about delivering motivational speeches; it’s about inspiring a ripple effect of positive action. He believes that when one person decides to make a difference, it spreads—impacting schools, families, workplaces, and beyond.
Phil continues to travel, speak, and mentor with a single goal in mind: to inspire as many people as possible to embrace the power of “thank you,” connect deeply with others, and ultimately, make a lasting difference. Whether you’re in a classroom, boardroom, or locker room, Phil’s message is universal: the ability to create change is in your hands.
Learn at Community LIVE! During Nine Breakout Sessions
Education Sponsors
Breakout Sessions I Wednesday, April 30, 2025 3:00 PM to 3:50 PM
Insurance Hard Market: What's the Future Forecast?
Session 1: Insurance Hard Market: What's the Future Forecast? Presented by Mike Luzzi, CPIA, Acrisure & Brendan Whelan, CIRMS, Brown & Brown Insurance
This panel discussion will help attendees understand current insurance premiums and the market conditions that have led to them. Panelists will discuss potential future impacts on coverage and pricing, as well as ways to discuss the challenges with your board members and homeowners.
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How to Engage Homeowners & Recruit Volunteers for Boards and Committees
Session 2: How to Engage Homeowners & Recruit Volunteers for Boards and Committees
Presented by Barbara Dolhansky, Arrowhead Lake Community Association; Carol Richard, CMCA, AMS, PCAM, Associa MidAtlantic, AAMC
Are you in the market to grow your pool of community volunteers? Who isn’t? Learn creative ways to engage and enlist homeowners for volunteer service and grow your base of future community leaders. A PCAM (Professional Community Association Manager) and former HOA Board Director will share their strategies and experiences to effectively recruit volunteers.
From Planning to Action: Integrating Preventive Maintenance with Reserve Studies
Session 3: From Planning to Action: Integrating Preventive Maintenance with Reserve Studies
Presented by Caitlin Maggiano, Klein & Hoffman; Eric Faggioli, President, Delaware Valley Paving
This presentation explores a critical link between preventative maintenance strategies and reserve studies, focusing on how integrating these two components ensures long-term property sustainability and financial health. Attendees will learn how to align proactive maintenance schedules with reserve fund planning, optimizing both asset longevity and budgeting efforts for the future.
Breakout Sessions II Wednesday, April 30, 2025 – 4:00 PM to 4:50 PM
Generating Revenue: Best Practices to Offset Budget Increases
Session 1: Generating Revenue: Best Practices to Offset Budget Increases
Presented by: Rachael Taylor, AMS, FirstService Residential; Jamie Angelo, FirstService Residential
Community associations can generate additional income through various avenues. These include renting out common spaces like clubhouses or pools, offering advertising space in newsletters or on community websites, organizing fundraising events, charging fees for amenities like fitness centers, and exploring partnerships with local businesses for sponsored events or discounts for residents.
Learn how your association can diversify its revenue streams, better fund community improvements, maintain financial stability, and potentially reduce the burden of assessments on homeowners.
Creating Policies for Solar Panels, EV Charging Stations & Other Sustainability Practices
Session 2: Creating Policies for Solar Panels, EV Charging Stations & Other Sustainability Practices
Presented by Steve Sugarman, Esq., CCAL, Gawthrop Greenwood & Andy Wilson, PE, O&S Associates
In this interactive program, learn all about the practical and legal aspects of dealing with eco-friendly and sustainable practices and amenities in your community association. Both customary and newly evolving products and policies will be addressed, including creative solutions to those technical, budgetary, maintenance and legal challenges confronting Board members and managers in implementing environmentally sound policies in today’s common interest communities..
Right as Rain: An In-Depth Look at Stormwater Management from Components to Maintenance
Session 3: Right as Rain: An In-Depth Look at Stormwater Management from Components to Maintenance
Presented by Jennifer Keggan, RS, Bustamante Engineers; Carl Weiner, Esq., CCAL, Hamburg Rubin Mullen Maxwell & Lupin
Come rain or shine, Boards can’t keep their heads in the clouds about their community’s stormwater management system. This often-forgotten system is an important part of the community’s infrastructure and aids in dealing with the rainwater and possible flood prevention. This session will discuss the ins & outs of stormwater systems, specific components, common problems, maintenance suggestions for the basins and overall system, how local municipalities are handling stormwater ordinances that affect communities, and the expectations placed on associations for long-term stormwater maintenance.
Breakout Sessions III Thursday, May 1, 2025 – 9:00 AM to 9:50 AM
Roberts Rules of Order Explained
Session 1: Roberts Rules of Order Explained
Presented by Jeff Brenner, Esq., Marcus & Hoffman
Do you often find it confusing to know when and/or how to utilize Roberts Rules of Order in your Community Association? This session will help you to better understand when and how to use Roberts Rules and will also explore ways to better understand them.
Mental Health: Awareness and Approaches to Dealing with Impaired Homeowners
Session 2: Mental Health: Awareness and Approaches to Dealing with Impaired Homeowners
Presented by Ed Hoffman, Esq., CCAL, Hoffman Law; Amber Martin, Woo-Cat Martin
You are not imagining it—some residents have become unreasonably demanding and cruel! Equip yourself with mediation tools to work with difficult personalities and effectively deal with people who lack the ability to be reasonable. Learn how to protect your mental health in a demanding profession: this session is for managers and board members and will cover the following topics:
1. Identifying High Conflict Personalities
2. Tools to Deal with High Conflict Personalities
3. Mediation Strategies
4. Building Fire Walls to Protect Your Mental Health from High Conflict Personalities
5. How to Not take the Personal, Personally
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How Artificial Intelligence (AI) is Shaping the World of Electronic Voting & Virtual Meetings
Session 3: How Artificial Intelligence (AI) is Shaping the World of Electronic Voting & Virtual Meetings
Presented by Brooke Osiel and Oshadhi Herman, CondoVoter
Join us to learn how artificial intelligence (AI) tools are significantly enhancing electronic voting systems and virtual meeting services in community associations. The presentation will discuss what kind of AI tools can be used in electronic voting systems and virtual meeting services, and how they add value. Learn how integrating AI into electronic voting systems can improve the overall voting experience, increase trust in the process, and ensure more efficient and effective governance in Condo and HOA communities. The following topics will be covered.
- Improved Security: AI can help detect and prevent fraudulent activities by monitoring voting patterns and identifying anomalies. Machine learning algorithms can flag suspicious behavior and ensure that only eligible members are voting.
- Enhanced Accessibility: AI can provide features such as voice recognition, natural language processing, and chatbots to assist users in understanding and navigating the voting process. This can make voting more accessible for individuals with disabilities or those who are not tech-savvy.
- Efficient Vote Counting: AI can automate the vote counting process, ensuring accuracy and speed. This reduces the possibility of human error and provides instant results once the voting period ends.
- Data Analysis: AI can analyze voting data to identify trends and patterns. This can help condo boards and HOAs understand member preferences and make informed decisions in the future. • Personalized Communication: AI can be used to send personalized reminders and notifications to members about upcoming votes, deadlines, and the importance of their participation. This can increase voter turnout and engagement.
- Scalability: AI systems can easily scale to handle large numbers of voters, making it feasible to conduct votes for larger associations without significant additional resources.
Exhibit Hall Classroom Sponsored by
Community Chats Thursday, May 1, 2025
1:45 PM - Why I Got Engaged: in My Journey from Community Committee Volunteer to the CAI Board
Community Chats will take place in the Expo Hall Classroom in the back of Freedom Hall near booth 534. Each session will be 20-25 minutes long.
Session 1 - 1:45 PM
Why I got Engaged: in My Journey from Community Committee Volunteer to the CAI Board
Presented by Barbara Dolhansky, Arrowhead Lake Community Association
Recent data indicates the need for volunteers is at an all-time high. This is true for many associations and organizations. Community volunteering may seem like a daunting proposition. However, it is beneficial, rewarding, and fun too! Learn how you can become a volunteer at different levels within your community and CAI.
2:25 PM - Unlock the Power of AI in Community Management
Community Chats will take place in the Expo Hall Classroom in the back of Freedom Hall near booth 534. Each session will be 20-25 minutes long.
Session 2 - 2:25 PM
Artificial Intelligence: Tools to Make Your Job Easier
Presented by Jillian Gledhill, CMCA, AMS, CAMCO Management, AAMC; Jenniffer Harrington, CMCA, Associa MidAtlantic, AAMC; Martin Bahner, CertaPro Painters of Central Bucks; and Caitlin Maggiano, Klein & Hoffman
Learn insider techniques from industry experts on how to harness artificial intelligence to communicate more effectively, simplify complex tasks, and boost your community's productivity. We'll show you practical, real-world applications that will transform the way you manage your HOA or condo—without compromising safety or security. Don’t miss the live demonstrations!.
3:00 PM - De-Escalating Conflicts in Your Community
Community Chats will take place in the Expo Hall Classroom in the back of Freedom Hall near booth 534. Each session will be 20-25 minutes long.
Session 3 - 3:00 PM
De-Escalating Conflicts in Your Community
Presented by Sgt. Todd Grager, Community Engagement Sergeant, Lancaster City Bureau of Police
Conflicts erupt all the time in community associations, including neighbor to neighbor disputes, and homeowners who may be angry with the board or manager. Some of these situations can get heated because they are very personal in nature – they involve someone’s home, which also is typically the greatest asset they own. One person's passion can be another person's fear, and sometimes, that passion can lead to threats, and actual physical violence. Sergeant Grager will provide timely and useful strategies to de-escalate conflicts in your community.
