Member Services

Management Executive Retreat

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

CAI Keystone’s 2022 Management Executive Retreat

Management Executive Retreat logo

Join us at this one-of-a-kind executive education 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

The inaugural Management Executive Retreat, presented by Alliance Association Bank, will take place on Monday and Tuesday, September 12-13, 2022 at Hershey Lodge in Hershey, PA

Please note: Due to contractual commitments with the host site, we are unable to refund registrations for cancelations made after September 1. 

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 (6) continuing education credits.  

Sessions & Speakers

In 2020, the Foundation for Community Association Research identified a potential crisis in the community association housing model—a shortage of candidates to fill community association manager job opportunities. Through the work of Foundation and Community Associations Institute (CAI) volunteer leadership, the Foundation embarked upon research to better understand the extent of the crisis and to create tools to help management companies and communities increase the pipeline of community association managers today and tomorrow.

This session will present the research foundation’s key findings on the following:

  • The scope and extent of the need to increase the pipeline of community association managers, and to help inform efforts to find, recruit, mentor, and position community managers for success in their careers. 
  • Provide insights on recruitment appeals, key benefits, work motivations, and potential obstacles to job satisfaction
  • Prepare those responsible for hiring qualified candidates to offer a rewarding, meaningful, and competitive profession that also benefits the community associations they serve.

Presented by Caroline Record, Esq., Hill Wallack, Immediate Past President, The Foundation for Community Association Research

Roundtable Discussion

This session will be followed by Roundtable Discussions on Attracting Talent to Community Association Management, from 11:30 AM to 12:00 PM. 

This session will provide an overview of the economic landscape as it relates, specifically, to small business owners, including community association management companies.  Dianne will give particular focus to the trajectory and impact of interest rates, inflation, economic growth, and the labor and housing markets.  This should serve as a timely presentation in these ever-changing and volatile times in the broad economy.

 

Diane P Manges headshot

Presenter

Dianne Manges, CFA, is a Director and Senior Investment Advisor with Truist Foundations and Endowments Specialty Practice in Central PA. Dianne develops and implements investment strategies for her nonprofit clients to help them meet their short and long term goals. Dianne has had a 30-plus career in the investment industry and is a longtime author of economic and market commentaries for clients and teammates. Dianne holds the Chartered Financial Analyst (CFA) designation and earned a bachelor’s degree in Economics from Immaculata University. She’s a member of the Board of Trustees for Immaculata, serves on the board of Gemma Services Foundation, and is a mentor with Inve$t in Her Future through the CFA Society of Philadelphia.

Panelists include:
Marcus Mayo, CEO of Continuum Companies
Gus Rubbo, CCR Management
Jared Tunnell, National Cooperative Bank

A buyer, a seller and a banker walk into a bar...

But seriously...there's been a lot of consolidation in the community association management industry recently. Are you thinking of selling? Buying? Or are you just interested in finding out more about this recent trend of consolidation? Join this panel discussion to learn more, including:

  • How to gain the most value for your company
  • What to know about the process
  • Why systems and culture are key

Solving Staffing Issues through Outsourcing

Staffing shortages, outdated organizational charts, profit margins and outdated software systems a concern for your management company? Virtual staffing may be the solution to many of these issues.

Explore new communication workflows, a remote support organizational chart, how to communicate with your boards about the value of outsourced staff, and learn tips on recruiting, training and retaining remote talent. This session will cover:

  • Finding top talent at a fraction the cost to either save money or increase your service levels.
  • Rethinking your organizational chart to increase your customer service.
  • Lower your turnover rate of local managers and staff by taking things of their plates.
  • Technology necessary to be successful at remote staffing.

 

Presenters

Kevin Tatom, Client Account Executive with Prime Support Staffing, and Dave Reese, President Silvercreek Association Management

Kevin Tatom, Client Account Executive with Prime Support Staffing, has sixteen years of commercial and residential general contractor experience. Dave has developed and established contracts with nationwide insurance companies and has managed and developed high level salespeople, including customer service processes. Kevin is partial owner of a restoration company, a tenant improvement company, and HVAC company and an excavation company, as well as Prime Support Staffing. Kevin is also involved with a commercial real estate development firm

Dave Reese founded Silvercreek Association Management in 2014 after working for 4 years as an association manager and in new business development. In the last 4 years, he has been involved with the acquisition of two small management companies. Silvercreek Association Management currently manages 160 community associations and is currently adding between three and seven association clients each month. Dave prides himself on finding efficiencies, customer service, employee training, and focusing on what the next 5 to 10 years will bring. 

If there is one thing the pandemic taught us, it’s that we need to pivot to survive. In retrospect it forced us to make changes to our business that perhaps we should have made years ago. This keynote presentation will focus on examples of how businesses found the opportunity in turmoil and not just survived but thrived. The session will include a process and exercise that the audience will participate in to find those opportunities within their own business.

Presenter:

Nick Gianoulis began his company after experiencing firsthand the enhanced culture and business results of fun during his 20-year corporate management tenure with a company that embraced a “work hard, play hard” culture.  the model he believes so passionately in is fully outlined in the book he co-authored, Playing It Forward (Fun Dept. 2015).

 

His company has delivered more fun in the workplace than any other company in the world, creating brief, consistent and engaging activities into the corporate culture for long term sustainable results.  In 2017 The Fun Dept. partnered with Delivering Happiness, the leading culture experts borne out of the Zappos culture and best selling book. in 2018 Gianoulis created Break Box, a custom product solution to help employees live and sustain company values.

Learn more and see a video of Nick speaking here.

Kyle will deliver an engaging presentation on the benefits of listening and storytelling within community associations as a way to deepen connections among community managers, residents, HOA board members, builders and business partners.

This engaging session will allow attendees to share a glimpse into your own stories as a way to connect further with fellow attendees. The goal of this session is to energize attendees before leaving the retreat by helping you dig deeper to discover why the work you do is so important for you personally, for your companies and for the communities you serve.

Presenter:

Twenty-five years of sharing the news in local television led Kyle West to become a storyteller, a wordsmith, who thrives on listening deeply to others and telling their story. When we hear those profound stories, we share them with others and become more aware of what is going on all around us.

When I was on an assignment to tell a story about young people overcoming great challenges, one teenager approached me and said, “Why are you here? Why do you care?” He later apologized for being abrupt, and we had a great conversation. It occurred to me that what I was doing, earnestly listening to him, was something he maybe never experienced. By being heard, he felt understood and appreciated.

There are so many great stories to share, but first, we need to listen to each other.

That is what I love to do.

Event Sponsors

Speaker Sponsors

Association Bridge logo

National Cooperative Bank Logo

Pacific Western Bank logo

 

Breakfast Sponsor

People First logo

Networking Break Sponsor

CINC Systems logo

Lunch Sponsor

Hill Wallack logo

 

Cocktail Hour Sponsor

Smith Insurance Logo

Axos Bank Logo

 

Dinner Sponsor

HomeWiseDocs logo

Webster Bank Logo

 

After Party Sponsor

CIT Bank logo

Vantaca Logo

Table Top Sponsors

Click Pay logo  GFedale Roofing logo    M&T Bank logo    Pacific Premier bank logo    Truist logo

CAI National CEO-MC Retreat

CAI’s national office hosts the CEO-MC Retreat every Fall. Visit the national website for full details of this year’s retreat.

SPONSORED