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2024 Keystone Executive Retreat

Learn from and network with your colleagues in the fast-growing world of community association management.

2024 Executive Leadership Retreat Logo

Experience this one-of-a-kind executive education and leadership program for CEOs, Senior Executives in community association management companies and large scale community managers.

Alliance Association Bank A Division of Western Alliance Bank, Member FDIC

Join us in Pennsylvania Dutch Country!

The Keystone Executive Leadership Retreat, presented by Alliance Association Bank, will take place on Wednesday to Friday, September 11-13, 2024 in Lancaster, PA

Host Hotel:
 Lancaster Marriott at Penn Square, 25 South Queen Street, Lancaster, PA 17603. Hotel Room reservation information will be sent to attendees in the registration confirmation email after you register.

Click here for parking information. The Penn Square Garage is the one attached to the Lancaster Convention Center/Marriott Penn Square.


Members save $90 on registrations fees for this event. Register before the August 9, 2024 early bird registration deadline and save another $40 off the regular registration fees below.

Registrations made onsite, on the day of the event, will be an additional $20 on the regular rates listed below.

Early Bird Registration – register by August 9, 2024
CAI Keystone Chapter Members – $339; non-members $429

Regular Registration
CAI Keystone Chapter Members – $379; non-members $469

Please note: Due to contractual commitments with the host site, we are unable to refund registrations for cancelations made after August 10, 2024. Substitutions will be accepted for attendees who may need to cancel after this date.

This event is approved by the Community Association Managers International Certification Board (CAMICB) to fulfill continuing education requirements for the CMCA® certification.  This course will earn attendees (8) continuing education credits.  

Sponsors & Exhibitors Private Party Policy: All hospitality suites and hosted events must be approved by CAI. Hospitality suites/hosted events are not permitted during official conference activities. Non-exhibiting companies, groups and individuals are not permitted to host OR attend events at the official hotel during the conference. Contact Chapter Meetings & Events Coordinator Charlena Frank with your requests at charlena@caikeystone.org.

Event Sponsors

Speaker Sponsors

CINC Systems logo

First Citizens Bank Logo


Breakfast Sponsors

Association Bridge logo

Smart Street Logo Final


Lunch Sponsors

BankUnited Logo

M&T Bank Logo With Tag Line


Lancaster Brewery Tour Sponsor

Hillman Consulting logo

RestoreCore logo

Golf Outing Sponsors

Axela Logo 2024

Avidxchange Logo

Networking Break Sponsors

Click Pay logo

Pacific Premier bank logo


Welcome Reception Sponsors

Adamas Logo

National Cooperative Bank Logo


Dinner Sponsors

HomeWiseDocs logo

Netintegrity Logo


Thursday Reception Sponsors

Brown & Brown Logo

EISEMAN Construction logo

Sessions & Speakers

Keynote Session: Empathy – Leading with The Head and the Heart
Presented by Robert Schindler, Professor, Rutgers University School of Business, Professional and Executive Education

In our waking minds, there are two functions running simultaneously – one is logical and rational (“head”) and the other is feeling-related and behaves according to rules of its own (“heart”). A bias toward the head (the rationalist bias) is deep in modern human society and, implicitly, in the workplace. This bias limits the ability of individuals to form high performing teams. In this workshop, we practice techniques for enhancing empathy, using powerful language to communicate with internal and external stakeholders, and opening the “heart” to others’ ways of doing things, leading to increased employee engagement and value that your employees can deliver in your organizations.

  • How to listen effectively, being sensitive to nonverbal cues, ways to draw people out
  • Recognizing the underlying similarities of all people to help you know yourself and be authentic in your interactions with others
  • Being gracious in your responses to people, showing appreciation, giving praise, apologizing, keeping in mind that the words you use matter
    Achieving patience and the role of embodiment and deep acting in workplace behavior
  • Playing “the believing game” as a means of seeing the value in the ways of others

Team Building – Am I a Leader or a Follower? Qualities of Both ... and That’s OK!
Presented by Ginger Jarrett , Rutgers University School of Business, Professional and Executive Education

What is the difference between managing and leading stakeholders in your work? Sometimes it means “leading” and other times, it means “following.” To do so effectively, you’ll want to be aware of your mindset and make choices in the moment to “Change Hats” as you navigate any given situation. Practicing select behaviors will reinforce which role you are adopting, so that you form habits that come as second nature. This includes the words you use/don’t use and how you demonstrate the role without explicitly disclosing it. Using a four-step process to carry out the role needed for the situation will help you adopt a mindset, adjust behaviors in the moment, move forward, act as a role model to others, and collaborate effectively. In this breakout session, you will:

  • Differentiate between leading, managing, and following
  • Learn the most important qualities and conditions for each role
  • Become more aware of your current leadership style and its impact
  • Identify conditions that are best served by following
  • Identify a few behavioral changes on your part that will facilitate cooperation from others and a more empowered and engaged work environment

Turbulent Economy: Financial Budgeting amid Rising Costs and Regulations
Presented by Marc Tamres, HomeRun IQ, & Jared Tunnel, CommonArea Financial / confirmed

Navigating today's turbulent economy requires broad financial understanding. With costs on the rise and increasing regulatory complexities, managers face greater challenges planning their budgets. Effective budgeting is crucial for targeting financial stability while mitigating and managing risks. Walk away from this session with the core underlying reasons and drivers behind today’s economy and gain strategies to apply to your budgeting process.

The First 100 Days: Onboarding, Training and Retention
Presented by: Laena Capps, Capital Services

Onboarding new managers and other staff is a critical process to ensure appropriate training as well as employee retention. This session will present tips and strategies for a robust onboarding, training and employee retention program. 

The State of the Community Management Industry: A 360-Degree View
Presented by Mike McGee, Senior HOA Market Strategist, HomeWiseDocs

Using the extensive industry research and survey responses from over 1,100 association management professionals included in HomeWiseDocs’ newly published report, “The 2024 Community Association Management Industry Report,” this session will explore how community association management companies can accomplish growth in the smartest ways possible while showing their value to their customers. Attendees will get an exclusive look at the needs of association boards and advice for what they can do to stay on top of their game.

The session will cover a multitude of topics from the report, including:

  • Growth – Our research has shown us that portfolio growth is the #1 priority for community association management companies in 2024. We will discuss opportunities to attract new associations and keep the ones you have.
  • Competition – Competition is growing—and board members' expectations are higher than ever. We'll reveal association boards' top pain points and discuss how CAMs can address them to both keep and win new business.
  • Staffing – As the labor shortage continues, finding high-quality staff is harder to come by and associations are getting creative to fill the gaps.
  • Technology – Thankfully, technology can help. We will show how increasing efficiency is key to clearing a path for revenue growth.

State of the Industry and Federal Legislative Update from CAI
Presenter: Dawn Bauman, CAE, Chief Strategy Officer, Community Associations Institute

Learn about contemporary issues facing management company executives and get the latest on what's going on with efforts to delay or repeal the Corporate Transparency Act and other Federal issues impacting community associations.

Creating Space - The Fine Art of Leadership, Management & Life
Presented by Tom Willis, PCAM, Association Bridge, LLC

Tune in to this exciting session and hear a passionate appeal to take a hard look at how we lead, manage, and think, and make adjustments that can change the game for ourselves and our organizations. This session will leave attendees with helpful strategies to accomplish the following:

  • Help managers and leaders see things with a fresh set of eyes
  • Energize and equip all of us in the community association industry to continue to do the hard work at hand

Artificial Intelligence for Community Management
Chris Maus, President & Managing Partner, CAMCO Management, BD Snow, Director of Sales Engineering, Vantaca

AI is here to stay and some management companies are already adopting it. This session will explore various facets of artificial intelligence use in the field of community association management, including:

  • Quality inputs lead to quality outputs – How are organizations approaching and maintaining their data integrity ahead of launching AI tools that draw from that data
  • Prompt Engineering – Learning how to ask the right questions
  • Large Language Models vs Large Action Models

Table Top Sponsors

CertaPro Central Bucks logo  Clearview Washing logo 2024    First Century Bank Logo   JGS Insurance Logo  Gordian Business Solutions logo