PROGRAMS & SPEAKERS                                                                                         


Concurrent Sessions 10:00 am - 11:30 am

 

Fannie Mae Ineligible List, Lender Questionnaires & Corporate Transparency Act

The Federal Government's Ongoing Interest in Condominium Governance

 

Find out how federal regulations, agencies and legislators are impacting condominium lending, financing, ownership, and governance.

Fannie Mae Ineligible List

          - What is the list’s significance and impact.

          - How to find out if your association is on the list.

          - Steps for getting on and off the list.

Lender Questionnaires

  •           - How to answer considering the Fannie Mae Ineligible List.
  •           - Ensuring compliance to facilitate lending.
  •           - The role and responsibility of boards and managers.

Corporate Transparence Act (CTA)

  •           - New regulatory requirements for condominium boards.
  •           - Filing requirements, process, and deadline.
  •           - Implications for associations and management companies

Gain valuable insights and practical strategies to navigate these new federal regulations, ensuring smoother processes and adherence to legal requirements.

Speaker:

Edmund Allcock, Esq.
Allcock & Marcus, LLC

 

Managing the Evolving Insurance Market:

How to be an Informed Buyer & Community Advocate

 

Insurance renewals continue to see larger than normal increases stemming from several facotrs. Understand market pressure -- where it is coming from, why it is happening and where it is trending. Discover how board members can prepare and protect the community from major market changes.

          - Understand what is driving insurance market changes.

          - Discover the characteristics of those communities being affected.

          - Find out how to plan for the insurance renewals

Better understand the dynamics of the market, use data and past performance to help make an educated decision for the future.

Speakers:

Katie Dodge, CLCS, CMCA, AMS
USI Insurance Services, LLC

Thomas Shields, CLCS
USI Insurance Services, LLC

Joanmarie Berry, CLCS
USI Insurance Services, LLC

 

Association Reserve Studies, Funding & Assessments

Part 1

Preparing for a Reserve Study:

Best Practices for an Accurate Reserve Study

 

Reducing the amount of guesswork and estimation of existing and past conditions will improve accuracy of the future in your reserve study.  Understand the importance of record keeping for all aspects of association operations and capital repairs, and discover best practices for creating a more sustainable financial future.

In addition, find out how reserve fund studies can incorporate both safety and preventive maintenance needs as outlined in the 2023 Reserve Study Standards report published by the Foundation for Community Association Research.

The program will offer guidance in the following areas to help associations prepare more accurate reserve studies.

    • Maintaining Association History

    • Defining Quality Level of Construction

    • Information Formatting and Record Keeping

    • Updating Reserve Studies

    • Overview of the 2023 Reserve Study Standards

Speaker:

Paul Huijing, P.E.
Advanced Reserve Solutions

 

Part 2

Evaluating Assessments:

Understanding Association Budgets in Today's Financial Climate

   

Associations face complex financial decisions and all too often, opposition to assessment increases.  As insurance premiums skyrocket, mandates force communities to save, and costs generally increase, many owners demand that assessments be set as low as possible. 

Find out how to ensure that assessments are right-sized and align expenditures with the actual costs of maintaining and operating the property.    And discover how to convince owners of a budget plan that puts the association on a financial prudent course.

Speakers will address:

  • The legal, technical, financial, and social considerations that influence community budgets.
  • How to quantify the gap between a current and right-sized assessments.
  • How to create and execute an actionable plan to support the chosen course.

Speakers:

Eric Churchill
Schernecker Property Services, Inc. (SPS)

Ralph Noblin
Schernecker Property Services, Inc. (SPS)

Norman Orban, Esq.
Allcock & Marcus, LLC

 

 

Concurrent Sessions 1:00 pm - 2:30 pm 

 

 

Practical Decarbonization: 

Cost Effective Ways to Maximize HVAC Performance

 

With utility rates rising, corporate sustainability goals, and municipal decarbonization ordinances such as Boston’s Building Emissions Reduction and Disclosure Ordinance (BERDO) looming, associations are asking how buildings can reduce energy expenditures and costs in an economically viable way.

Find out how to enhance HVAC and operational efficiency, leverage financial incentives, mitigate BERDO fines and comply with regulations.

The program will provide an overview on topics including:

  • Current utility landscape and future trends.
  • Technology innovations from building automation systems to optimization software/services.
  • Utility incentives, upgrades, and programs.

Discover practical strategies for achieving energy efficiency and cost savings.

Speaker:

Cameron Rapoport
Parity

 

Board Protection:

Avoiding Litigation and Dealing with Rogues

 

This program will provide information and recommendations designed to assist boards with identifying situations that could lead to legal claims and conducting their business in a manner that will minimize the likelihood of such claims being filed against them.  In addition, the program will provide guidance on how boards can deal with rogues, persons acting independently and inappropriately, whether the rogues be unit owners or members of the board.

Speakers:

Gary Daddario, Esq., CCAL
Marcus, Errico, Emmer & Brooks

 

 Pamela Jonah, Esq.
 Marcus, Errico, Emmer & Brooks

 

 Thomas Moriarty, Esq., CCAL
 
Moriarty Bielan & Malloy LLC

 

Preventative Maintenance Strategies:

Maximize Building Repairs & Budget Dollars

 

A focus on common building maintenance issues that confront board members and managers and impact community residents and association budgets.     

 

Speakers will address how communities of all sizes can tackle preventative maintenance projects to enhance curb appeal, ensure building safety and increase profitability.

               

The program will offer realistic and attainable best practices to address maintenance including:

 

    • Building Repairs and Project Phasing
    • Substrate Damage and Surface Preparation
    • Sustainable and Eco-Friendly Options

Speakers:

Kelsey Dunn, P.E.
Simpson Gumpertz & Heger

Howard Goldman, Esq.
Goldman & Pease, LLC

Nick Mari
South Shore Bank

Ted Komenda
CeraPro Painters of the South Shore and Boston

Candice Morse
Thayer & Associates, Inc., AMO