Education Palooza | Community Associations Institute - Washington Metropolitan Chapter on Glue Up

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Education Palooza 2024

Welcome to Education Palooza 2024, the premier educational event for professionals in community management!

FYI: Online registration closes at 12pm (noon) on Thursday, October 24! On-site registration will be available the day of the event.

This year's event promises to be an enriching experience, offering a diverse range of opportunities for growth and networking in the field.

What to Expect at Education Palooza 2024:

1. Engaging Education Sessions:

Choose from 8 dynamic education sessions designed to address the most pressing issues and innovative practices in community management. Whether you're looking to sharpen your skills, explore new strategies, or stay updated on industry trends, our sessions cover a broad spectrum of topics to suit your professional development needs. Earn valuable Continuing Education Units (CEUs) towards your CMCA, AMS, and PCAM certifications by participating in these sessions.

2. Connect with Industry Experts:

Meet and engage with more than a dozen exhibitors representing leading companies and service providers in the community management sector. This is your chance to explore the latest products, services, and technologies, and discover solutions that can benefit your community and enhance your professional practice.

3. Networking Opportunities:

Education Palooza offers ample opportunities to connect with fellow professionals, share experiences, and build relationships. Network with peers, mentors, and potential partners throughout the event in a variety of informal and structured settings.

4. Professional Growth:

Enhance your expertise and advance your career by participating in sessions that provide actionable insights and practical skills. The CEUs earned can help you meet your certification requirements and demonstrate your commitment to ongoing professional development.

Oct 25, 2024

8:00 AM - 5:00 PM (EDT)

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Tysons Corner Marriott
8028 Leesburg Pike
Tysons Corner, Virginia
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Agenda

Main Schedule
8:00 AM - 9:00 AMContinental Breakfast & Business Showcase
The Business Showcase at Education Palooza is a vibrant hub where innovation meets community. Step inside to connect with industry leaders and explore how these companies can empower you and your community. Whether you’re seeking inspiration, networking opportunities, or simply curious about the latest trends, the Business Showcase has something for everyone. Don’t miss out—swing by and let the possibilities unfold!
12:00 PM - 1:30 PMLunch and Business Showcase
Join your colleagues for lunch!

The Business Showcase invites you to connect with industry leaders and discover how these companies empower your community. Don’t miss out—swing by and let the possibilities unfold!
4:00 PM - 5:00 PMPost-Learning Happy Hour
Join us for a cash bar happy hour immediately following the education event! It's a perfect opportunity to unwind, network with fellow attendees, and discuss the day's insights in a relaxed atmosphere.
Puzzle #1 -Galleria Ballroom Salons 3-5
9:00 AM - 10:00 AMEducating To Increase Compliance
How do you Increase the awareness of the importance of proactive communication and education to prevent violations and increase compliance? Hear from community association legal experts about best practices, tips, and tricks for effectively communicating and educating owners in community associations. Walk away from this session with an increased understanding of enforcement process and importance of clear written record to support association’s position in enforcement scenarios.
Tiago Bezerra
Chadwick, Washington, Moriarty, Elmore & Bunn P.C.
Daniel Blom
Chadwick, Washington, Moriarty, Elmore & Bunn P.C.
Bryant Phillips
Executive Vice President at Associa- CMC
Nura Rafati
Attorney at Lerch, Early & Brewer, Chtd.
10:00 AM - 11:00 AMCoffee and Business Showcase Break
11:00 AM - 12:00 PMReading Financial Statements
What's the difference between an Income Statement and Balance Sheet? How do we track financial progress and what is a capital expense? Learn the basics of accounting and how to read the financial statements of your community to ensure financial success.
Jeremy Newman
President at Newman Certified Public Accountant Pc
1:30 PM - 2:30 PMMastering Strategic Capital Planning and Project Management
Gain a comprehensive understanding of key strategic capital planning elements and the distinctions between discretionary and non-discretionary projects. They will learn to identify stakeholders and their roles in the development of annual capital budgets and project planning. The session will cover the various phases of project planning, along with the procedures for proposal solicitation, review, and contractor selection. Additionally, attendees will be equipped with the skills to oversee project implementation, evaluation, and communication processes effectively.
Catherine Fulkerson
Points North Strategies, LLC
2:30 PM - 3:00 PMCoffee and Business Showcase Break
3:00 PM - 4:00 PMEnhancing Organizational Communication
participants will learn how to establish effective communication protocols within their organizations. They will explore various communication modalities and understand how to use each one efficiently. The session will also provide practical tips on improving overall communication skills. By the end, attendees will be equipped with strategies to enhance clarity and effectiveness in their interactions.
Ursula Burgess
Rees Broome, PC
Ruhi Mirza
Attorney at Rees Broome, P.C.
Puzzle #2 - Galleria Ballroom Salons 1-2
9:00 AM - 10:00 AMPreventive Maintenance is Key!
Understanding the importance of preventative maintenance and being able identify the three main items that an association should focus on for preventative maintenance is key to a community's success. Learn about the breakdown of the common failures of the three main items - roofing, siding and asphalt among others.
Shayan Amin
The Falcon Group
Alex Goldberg
The Falcon Group
10:00 AM - 11:00 AMCoffee and Business Showcase Break
11:00 AM - 12:00 PMMake A.I. Work for You
What can A.I. do for you? Learn how to use AI tools to improve operational efficiency and reduce the daily administrative burden. With new tools, you will be able to enhance communication and transparency with residents and give you the chance to make data-driven decisions, leading to better community outcomes.
Staci Gelfound
President at WPM Real Estate Management
1:30 PM - 2:30 PMNavigating Liability: Identifying Risks, Understanding Coverage, and Legal Preparedness.
participants will learn to identify potential liability concerns within their organizations. They will become familiar with basic liability terms and coverages, gaining a solid understanding of the essentials. The session will also provide guidance on preparing for legal battles that may arise from liability claims. By the end, attendees will be equipped with the knowledge and strategies to effectively manage and mitigate liability risks.
Christa Brady
VP at USI Insurance Services
Brad Barna
ESQ. at Chadwick, Washington, Moriarty, Elmore & Bunn, P.C.
Bruce Easmunt
ESQ. at Chadwick, Washington, Moriarty, Elmore & Bunn P.C.
2:30 PM - 3:00 PMCoffee and Business Showcase Break
3:00 PM - 4:00 PMCorporate Transparency Act: What You Need To Know
Learn about the Corporate Transparency Act (CTA) and its implications for homeowners associations. They will gain an understanding of the CTA's requirements for reporting beneficial ownership and how these regulations affect HOAs. The session will cover compliance strategies to ensure that HOAs meet their obligations under the CTA. By the end, attendees will be equipped with the knowledge to navigate the complexities of the CTA and maintain transparency within their associations.
Kevin Kernan
Whiteford, Taylor & Preston, LLP

Exhibitors