2016 CAI Illinois Condo-HOA Conference & Expo


Innovation for a Stronger Community

34th Annual
2016 CAI Illinois Condo-HOA Conference & Expo
Donald E. Stephens Convention Center, Rosemont, IL
February 26 & 27, 2016
Click Here to view our 2016 sponsors and their contributions
Event Photos

About the Conference

Join more than 1,500 industry professionals and homeowner volunteer leaders – along with nearly 200 exhibitors – for the most comprehensive 2-day event for community associations in the state of Illinois!

This year’s CAI-IL Condo – HOA Conference & Expo will offer education sessions on legal updates, innovative trends, hot topics, and industry best practices, as well as opportunities to share, learn, network, and discuss challenges and solutions. See for yourself why we refer to this strategic event as “Innovation for a Stronger Community!”

Click here for the previous year event photos

Register today for invaluable education sessions and networking with association experts


YOU Should Attend!

  • Community Association managers
  • Management company executives
  • Product and service providers
  • Association board members
  • Association unit owners
  • Anyone involved in making decisions for community associations

Why Attend?

  • More than 180 exhibitors meet 1,500+ attendees — Network with fellow homeowners, board members, managers, service providers and more! Get ideas, find new suppliers and make great connections — all in one great location!
  • Two days of education — Up to 7 hours of continuing education credit are available!
  • 6+ hours of exhibit-only time — You’ll never have to choose between attending a great session and visiting the exhibit hall.
  • Networking Reception — Make new connections and visit with old friends during our two-hour networking reception.
  • Free mobile app — Plan your day with session information and a guide to the expansive exhibit hall

Schedule of Events/Education Sessions

Friday, February 26, 2016

9:00am – 1:00pm Exhibitor Load-in and Setup
12:00pm–7:00pmRegistration Open
1:00pm - 3:30pmHomeowner/Board Member Education Sessions
1:00pm - 3:30pmManager Education Session
3:00pm – 5:30pmExhibit Hall Open
3:30pm - 4:00pmAnnual Meeting
5:30pm - 7:30pmNetworking Reception

Friday Manager Session 1-3:30pm

Enlighten!

(2.5 CE Credits)

Presented by:
David Bloomberg, Chuhak & Tecson, P.C.
John Czapla, Landscape Concepts Management
Jennifer Eilert, CISA Insurance
Kathy Heitkemper, Bruning & Associates, P.C.
Stan Holat, SavaTree/SavaLawn
Greg Lason, Engineering Support Services
Sheila Malchiodi, Response Team 1
Cheryl Murphy, Community Associations Institute of Illinois
Scott Rosenlund, Fullett Roselund Anderson, PC
Chuck VanderVennet, Law Office of Charles T. VanderVennet, P.C.
Keith Weber, D-Wing Construction

Moderated by:
Jennifer Bratzel, Phoenix Rising Management Group, Ltd.
Cindy Fitts, CISA Insurance

Hear a brief overview of the differences between and requirements for CAI designations, IL CAM license, testing and renewals. The session will then provide rapid-fire ideas from multiple speakers in various industries, designed to enlighten you and inspire you to learn more about each topic. Each speaker will take 5-7 minutes to present the most important topics you should know in their industry. This fast-paced session is sure to ignite your curiosity and enlighten your mind.

Topics include: Tree care, Insurance, Emergency restoration, Roofing consulting, Leak prevention, Understanding documents and contracts, Collection policies, and more!

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Friday Homeowner Sessions 1-3:30pm

Understanding Financials

Instructed by:
Marcia Caruso, Caruso Management Group
Steve Silberman, Marcum, LLP

Moderated by:
Jack Thew, DCAL

This course is part of the DCAL (Dedicated Community Association Leader) recognition course series. You may take this course as part of the recognition program, or as an individual course.

The Understanding Financials course will enable board members and homeowners to comprehend the financial responsibilities of the association including:

  • Basic Financial Reports
  • Methods of Accounting
  • Board Member Responsibilities for Financial Reports
  • Budgeting for the Association
  • Annual Independent Reports
  • Selecting the Accounting Professional
  • Reserve Studies
Insurance & Risk Management

Instructed by:
Joel Davis, CAU Insurance
Al Kalman, Kalman Management, Inc.

Moderated by:
Julie Hardy-Cramer, DCAL

This course is part of the DCAL (Dedicated Community Association Leader) recognition course series. You may take this course as part of the recognition program, or as an individual course.

The Insurance and Risk Management course is designed to assist associations in the process of making and carrying out decisions that minimize the adverse effects of accidental losses. From assessing risk control and types of coverage to policy descriptions, attendees will develop an understanding of the mechanics of insurance and how it relates to association living.

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Saturday, February 27, 2016

7:30am - 1:30pmRegistration Open
9:00am - 2:00pmExhibit Hall Open
8:15am - 8:30amDCAL Recognition
8:30am - 10:00amLegal, Legislative & Case Law Update
11:00am - 1:00pmBuffet Lunch
1:45pm - 3:15pmEducation Sessions
2:00pm - 4:00pmExhibit Break Down and Move Out (NO BREAKDOWN before 2:00p.m.)
3:30pm - 5:00pmEducation Sessions

Saturday 8:30-10:00

Legal, Legislative & Case Law Update

(1.5 CE Credits)

Presented by:
Pat Costello, Keay & Costello
Jeff Dixon, Dixon and Company, Inc.

Moderated by:
Keith Jones, Keay & Costello, PC

Learn about legislative efforts supported by CAI-Illinois’ Legislative Action Committee (ILAC) which affect common interest communities and discuss ways that you can have an impact. The ILAC Legal Liaison, CAI-IL Lobbyist, and State Representatives will discuss:

  • Bills which were proposed in the last legislative sessions but never passed into laws
  • Bills which did pass into laws
  • Upcoming legislative changes

Additionally, this session will review the case law which significantly impacts the life and governance of the Illinois community association. The presenters will include tips on how to guide your association with both necessary governance changes due to the reported decisions, as well as helpful practice tips and reminders consistent with the current state of Illinois community association law.

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Saturday 1:45pm – 3:15pm

Series Part I — Innovation: Developing a Green Community

(1.5 CE Credits)

Presented by:
Howard Dakoff, Levenfeld Pearlstein, LLC
Rebecca Fyffe, ABC Humane Wildlife Control & Prevention, Inc.
Mark Waldman, Waldman Engineering Consultants, Inc.

Moderated by:
Cindy Fitts, CISA Insurance

Learn important factors to consider when making your community Green. Presenters will discuss rules, regulations, cost effective innovations and best practices for implementing Green ideas into community association living. Learn to:

  • Reduce liability and plan strategically with applicable statutes and common association rules and policies regarding green associations
  • Gain proven remedies for association boards when owners do not comply with green policies
  • Modernize with common sustainable systems and upgrades to be a green association
  • Harness the easiest, but most often overlooked, strategies for energy reduction that associations can implement to save money and resources
  • Implement green practices regarding green supply chain, pest control and landscaping
Work Smarter, Not Harder

(1.5 CE Credits)

Presented by:
Kara Cermak, Rowell, Inc., AAMC
Gabriella Comstock, Keough & Moody, P.C.
Chris Nyborg, Nyborg & Company, Ltd.

Moderated by:
Jonathan Wassell, Keough & Moody, P.C.

Discover new ways to rely on your team, utilize technology, become more efficient and save money. Topics include:

  • How to benefit from the knowledge of your accountant, attorney, and manager to save the association money
  • Use technology to improve record keeping and communication and still meet the association’s legal obligation
  • How to avoid pitfalls with the use of this technology

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Saturday 3:30pm – 5:00pm

Series Part II – Innovation: Embracing the Benefits of the Digital Age

(1.5 CE Credits)

Presented by:
Marcia Caruso, Caruso Management Group
Matthew Goldberg, Bancroft Richman, & Goldberg, LLC
Karen Skoric, Cantey Associates

Moderated by:
Laura Nicolini, Caruso Management Group

Explore a variety of technologies that can help you manage your community in a more efficient way. New innovations can save you time, as long as you know what to expect and plan for the unexpected. Topics include:

  • Electronic voting: does it count?
  • How secure is your security?
  • Real time: is it really real?
  • Complying with document producation in electronic age—how much to save?
Hot Topics

(1.5 CE Credits)

Presented by:
Jack Mancione, Werk Management/Mancione Improvements
Laura Lau Marinelli, Arnstein & Lehr, LLP
Brad Schneider, CondoCPA

Moderated by:
Siobhan Zawojski, CondoCPA

Learn about the industry’s most current and pressing issues and what you can do to stay ahead of the game. Topics may include:

  • Technology changes
  • Service animals
  • New requirements for audits
  • Airbnb
  • Current events in the last 90 days

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Saturday, March 12 8:30-11:30

Series Part III – Innovation: Implementing Solutions for Increased Productivity

(3 CE Credits)

Presented by:
Jennifer Bratzel, Phoenix Rising Management Group, Ltd.
Robert Prince, Chatt & Prince P.C.
Randy Sevcik, Elite Renovation Systems, Inc.

You’ve heard it before and know what to do, but haven’t been able to implement these best practices. Learn how to put these productivity, organization, and communication tips into action.

  • Productivity – simple changes you can make to work smarter
  • Organization – tips for organizing yourself to make working with clients and vendors more efficient and effective
  • Communication – Cleaner, clearer, better!
    • Determine when to pick up the phone to resolve issues, when not to, and when everything should just go through the attorney
    • Common communication mistakes (manager to vendor/attorney and vice versa)
    • Controlling the conversation via email

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Bring Colleagues to the Expo and You Could Win $300!

Bring your colleagues to the Expo – they could net you up to $300 cash – plus $1,000 worth of services for your community association!

Everyone who refers at least five new all-access attendees to the Expo (someone who has never attended) is eligible to win one of three cash rewards.The person who registers the most referrals will win $300, Second place will win $200, and third place will $100. If the winner isn’t allowed to accept cash rewards, they can put it toward CAI education/event attendance or association services for a CAI member company and CAI will pay.

Individuals and companies are both eligible and be sure that your colleagues put your name on the registration form.

For associations – Any community who registers two or more board members (registrant must be a board member) from the same association is placed into a drawing to win $1,000 of association improvements (paid by CAI to a CAI member service provider).