When & Where
Thursday, June 7th, 2018
8:00 a.m. – 3:30 p.m.
Lynnwood Convention Center
3711 196th St SW,
Lynnwood, WA 98036
WSCAI Member Price:
$85 thru 5/18
$95 thru 6/1
$105 after 6/1
$110 thru 5/18
$120 thru 6/1
$130 after 6/1
Made for Managers Day
Inquire! Acquire! Inspire!
Thursday, June 7, 2018
What is Made for Managers Day?
Made for Managers Day is an annual educational event specifically tailored to industry professionals who manage common interest communities – condominiums, homeowners associations (HOA’s) and cooperatives. The education offered is appropriate for industry veterans and includes a track for those new to the industry or looking for a refresher. Managers can earn up to four (4) continuing education clock hours by attending the sessions.
We offer a continental breakfast and buffet lunch which provides an excellent opportunity for peer-to-peer networking. In addition to the education offered, a trade show of 55 industry-specific businesses participate to showcase their products and services.
The event wraps up with an afternoon reception providing additional time for socializing and the opportunity for many exhibitors to give away exciting prizes to the managers who entered their drawings.
Thank you to our Program Sponsors:
Peanut Butter, Cereal & Canned Meat Drive
WSCAI’s Community Outreach Committee will be collecting Peanut Butter, Cereal and Canned Meat for the Pike Market Food Bank & Senior Center. Each attendee who donates will be given one raffle ticket per item/$5 donation for a chance to win an Amazon gift card!
Made For Managers Day Schedule:
[8 a.m.] Registration / Exhibit Hall Open / Continental Breakfast
Continental Breakfast Sponsored by: Allana, Buick & Bers, Inc., American Family Insurance – Steve Weidenbach Agency, CWD Group, Inc. AAMC, Farmers – Galluzzo Insurance Agency, McLeod Construction, Rafel Law Group PLLC, and Tatley-Grund, Inc.
[8:30 – 9:45 a.m.] Three Concurrent Sessions (select one)
We’re Not Just in Washington Anymore
Presented by Anthony L. (“Tony”) Rafel, Rafel Law Group PLLC
Managers from Washington are increasingly venturing into Oregon and seeking Oregon clients. But Oregon laws governing condominium and homeowner associations differ significantly from the laws in Washington. For example, the percentages required for quorum and voting on amendments are different; the notice requirements for meetings are different; the open meeting requirements are different; reserve study requirements are different; procedures for adoption of budgets are different; turnover of control is handled differently; and statutes of limitations and repose on claims are different. To be competitive, effective and avoid costly mistakes, managers working in Oregon or seeking work there need to be familiar with the differences between the two state’s laws. This presentation will identify and explain the key differences between Washington and Oregon common interest community laws.
Boundary Issues in HOA’s – Beyond the Governing Documents
Presented by Bennett Taylor, Leahy Fjelstad Peryea
The community aspect of living in an HOA is often the source of contentious issues between owners. Rights concerning property in connection with another’s is inevitable and sure to crop up eventually. As a homeowner, knowing how to identify and solve these common legal issues can prove helpful in maintaining harmonious neighbor relations.
In this presentation, Bennett will address the most common types of legal issues facing owners in HOAs, including whether they should clip those annoying tree branches hanging over the fence that you believe your neighbor must pay to fix to how an owner can legally lose a portion of their property by not paying attention to boundary markers.
Manager Toolbox Series
(two topics covered for new managers, or veterans looking for a refresher)
I’m Responsible for What? Creating and Understanding the Responsibility Matrix
Presented by Valerie Farris Oman, Condominium Law Group
Understanding who is responsible to maintain and repair, as well as pay for various elements within your community is not always as straightforward as we’d like. This primer will teach you where to look in the declaration to answer the question of who does the work, and who foots the bill (spoiler alert: it’s not always the same party!).
Why Sometimes It’s Good to Be Called “High Maintenance”
Presented by Jens Johanson, J2 Building Consultants
The act of “maintaining” your buildings is required by the condo act, your management agreement, the standard AIA contracts, and all extended product warranties – so let’s make it easy! We have assembled a do-it-yourself inspection guide to help anyone quickly and easily inspect their buildings. Along with that we have a photo presentation on clues for what to look for, and some horror photos on what happens if you don’t maintain! This promises to be an entertaining and useful 30-minute training for new and experienced managers alike.
[9:45 – 10:30 a.m.] Exhibit Hall
[10:30 a.m. – 12:00 p.m.] Three Concurrent Sessions (select one)
It’s a Balancing Act – Work, Life and What to Do
Presented by Paul Grucza, CWD Group, Inc. AAMC®
We all routinely hear about work-life balance. And, we all say we want to have work-life balance. But is it truly possible? The right work-life balance can give you and your team the tools to manage stress, turmoil, feeling overwhelmed, and an always-on world. It can also dramatically increase engagement. From benefits for yourself to benefits for your team, this session will explore through survey, questions, and presentation, the essential tools needed to help get you on the path to creating that balance for yourself and for your work team. You’ll leave this session feeling revitalized, energized and ready to make significant adjustments to embrace that balance every one of us seeks – but very few of us obtain!
Yes! You CAN Manage a High-Rise Community
With the increase in the number of high rise projects in the Pacific Northwest, managers and management companies are presented with new and interesting opportunities. But, like all new opportunities, each opportunity comes with its own set of challenges. This presentation will address some of those unique challenges including: atypical governance issues, sophisticated and larger commercial unit issues, increased board member and homeowner expectations, onsite staffing, large scale and more complex building systems, longer time lines for building assessments, fewer qualified experts, more complex vendor contracts, and unique insurance issues. In general, these projects are more complex and time intensive particularly during the first few years after transition. The goal of this presentation is to provide a framework for getting and keeping high-rise associations on track.
Manager Toolbox Series
(two topics covered for new managers, or veterans looking for a refresher)
Insurance 101: What you need to know and why
Presented by John Galluzzo, Farmers Insurance – John Galluzzo Agency
We will cover what managers need to look for and, more importantly, why. We will focus on the basics of association insurance shifting between proper valuations and understanding the exposures an association faces. This session will be fun and fast-paced
Ballots, Proxies & Consents, Oh My!
Presented by Marlyn Hawkins, Barker Martin
As part of the Toolbox Series, Marlyn will discuss various voting procedures and when to use them depending upon language in the governing documents. She will address specific language in declarations calling for votes and how to determine what procedures to use. Participants will also be introduced to the most prevalent of declaration ambiguities: “. . . shall be approved by a majority of all owners at a meeting” and be given some tips on how to determine approval in various situations.
[1:00 p.m. – 2:30 p.m.] THIS…IS…JEOPARDY!
Sean “Trebek” Hughes will host a building terminology quiz show!
Presented by Sean Hughes, RW Anderson Services and RW Handyman
Join Sean “Trebek” Hughes for our final session at Made for Managers Day! During this very interactive presentation, all audience members will have a chance to participate in a quiz-show style presentation that will walk them through several building elements both interior and exterior. Study up! This class will help you better navigate building discussions with your boards and contractors as you approach different items such as summer capital improvement projects, water mitigation and restoration as well as regular maintenance and repair.
[2:30 – 3:30 p.m.] Exhibit Hall Reception
Sponsored By: OAC Services, Inc.
Register for Made For Managers Day!
Click the form image to download a
printable pdf or register online:
Anthony L. (“Tony”) Rafel, Esq.
Managing Partner, Rafel Law Group, PLLC
Anthony “Tony” Rafel serves as Vice President of WSCAI’s Board of Directors. Tony has been practicing law in the Pacific Northwest for more than 35 years, focusing on community association law for the last 25 years. He is the Managing Partner of Rafel Law Group PLLC, with offices in Seattle and Portland, and practices actively in both states, handling construction defect and product defect, insurance recovery, covenant and rule enforcement, boundary and view disputes, and nuisance cases, among many others.
Bennett Taylor, Esq.
Associate Attorney, Leahy Fjelstad Peryea
Bennett Taylor is an associate attorney with Leahy Fjelstad Peryea, a law firm dedicated to creating clear and timely solutions for community associations so they can thrive. He counsels clients on a broad variety of legal issues pertaining to its governance and solvency. He currently lives in the Greenwood neighborhood of Seattle with his wife Lindsay, their baby daughter Sloane and their cat Peanut. In his free time, he likes to spend time with his family, read and golf even when it is raining.
Valerie Farris Oman, Esq.
Partner Attorney, Condominium Law Group
Valerie Farris Oman is a partner attorney at Condominium Law Group. She represents and assists community associations on collections matters along with general counsel and governance issues. Valerie is passionate about providing high quality legal services to her clients. Valerie graduated cum laude from Seattle University School of Law.
Jens Johanson, CBST, CMIA
Principal, J2 Building Consultants
Jens Johanson, Principal, CBST, CMIA has worked in the construction industry for over 27 years, with a focus on the building envelope for over 17 years. His professional experience encompasses all facets of the industry from hands-on trade work, estimating and project management, building envelope design, construction management, construction defect analysis, real estate services, and expert witness testimony
Paul Grucza, CMCA, AMS, PCAM
Director of Education and Client Engagement for CWD Group, Inc. AAMC®
Paul Grucza, CMCA, AMS, PCAM, has been an industry practitioner for close to 35 years holding numerous prestigious positions within CAI including Institute President, Inaugural Chair for the APCM Board, CEO-MC Retreat Chair, Education Committee Chair, Ethics Panel Member for both CAI and CAMICB, CAMICB Test Development Committee Member, an accomplished author and editor of books relating to the community association industry, TV and radio show host, an in-demand speaker for chapters nationally and internationally and a skilled Strategist called to conduct strategic planning for both CAI Chapters and other business ventures over the years. As Director of Education and Client Engagement for CWD Group, Inc. AAMC® he brings his many years of skill, association knowledge and enthusiasm to the largest privately held association management company in the Pacific Northwest. As an acknowledged Distinguished Volunteer with CAI for multiple years, Mr. Grucza’s devotion to the industry is most evident in the numerous activities he has undertaken over the years as he continues to educate, inform and enlighten audiences throughout the CAI world.
Alicia M. Graham, CMCA, AMS, PCAM
Community Association Manager, CWD Group, Inc. AAMC
Alicia M. Graham, CMCA, AMS, PCAM, Community Association Manager, CWD Group, Inc. AAMC has been working in the Community Association industry since 1999. In her role as Community Association Manager for CWD Group, Inc., she specializes in the management of her team, mentoring fellow Managers, budget development, administration, and management of hi-rise, mixed-use, retail, and master Condominium Associations in Seattle and Bellevue. Alicia has remained on the cutting-edge of industry needs by maintaining strategic partnerships with Business Partners, and positive working relationships with Boards of Directors, Homeowners and Residents. She has been a very active volunteer for WSCAI, currently serving as President WSCAI’s Board of Directors. Alicia was awarded the WSCAI Community Association Manager of the Year award in November of 2015.
Dean Martin, Esq.
Partner, Barker Martin
Throughout his legal career, Dean Martin’s practice has focused on construction defect litigation. In 1993, Dean started devoting substantially all of his practice to condominium and multi-family residential defect cases. That practice has included successfully prosecuting claims directly against developers, general contractors, subcontractors, architects, engineers and their respective insurance companies. Dean has always assisted his construction defect clients with their day to day general counsel issues. In recent years, this area of his practice has expanded greatly. Outside the office, Dean is an avid fly fisher and golfer and is the proud father of two.
Farmers Insurance - John Galluzzo Agency
Farmers Insurance – John Galluzzo Agency is located in Renton. John started his career with Farmers over 30 years ago. They have both a Personal lines department that focuses on Home, Auto and Life insurance, and a Commercial Department where John spends the better part of his time working with condominiums, apartments and commercial real estate.
Marlyn Hawkins, Esq.
Partner, Barker Martin
A Puget Sound area native, Marlyn Hawkins’s practice ranges from construction defect litigation, to pre-litigation workouts to representing communities as general counsel. Marlyn began her legal career as a King County Deputy Prosecuting Attorney in the criminal division, moving to civil litigation in 2000, and has represented community associations almost exclusively since 2002. With extensive jury trial, bench trial and appellate experience, Marlyn’s general counsel practice focuses on ensuring that our clients avoid issues that lead to court scrutiny. Out of the office, Marlyn enjoys traveling, going to concerts, dancing and trying to keep up with her kids.
General Manager, RW Anderson Services & RW Handyman
Sean Hughes is the General Manager with RW Anderson Services and RW Handyman serving the greater Seattle area, Eastside and South Puget Sound. As a graduate of the University of Washington, Sean has spent time as a property manager as well as a general contractor. Now with RW, his focus is on helping Condo Owners and HOA Members navigate their maintenance goals through preventative planning, maintenance implementation as well as on-call handyman services.