WELCOME TO VLR 2024!!!!

The Virginia Leadership Retreat is where leaders in the community association industry gather to learn, discuss, and hone their skills. Leaders see reality while keeping their eyes on the horizon. They learn the lessons from the past, and present, and use them to prepare and lead their people, organizations, and clients, into the future. This year's theme of Leadership – Bridging the Gap Between the Past, the Present, and the Future sets the stage for robust dialogue on what it takes for leaders to develop their vision, manage change, and engage the people both inside and outside their organizations to make it all happen. 


Join us at VLR2024 for an inspiring experience of education and networking.  


VLR Business Partners Directory

Business Partners
Exhibiting Business Partners

CEUs


Continuing Education Units (CEUs) for professional credentials are awarded for attendance at the Virginia Leadership Retreat.


Attendees must check in and out of the educational sessions to earn the Continuing Education Units (CEUs) associated with the VLR.

For Association Managers

CMCA (Certified Manager of Community Associations)

VLR attendance earns up to 8.5 CEUs for CMCA re-certification. Teaching at VLR qualifies for two hours of credit earned for CMCA re-certification.

CMCA is administered by CAMICB (www.camicb.org).


AMS (Association Management Specialist)

VLR attendance covers up to 8.5 hours of other industry related education required for AMS redesignation.


LSM (Large Scale Manager)

VLR attendance earns 5 points for the LSM application and redesignation.


PCAM (Professional Community Association Manager)

VLR attendance earns 10 points for the PCAM application and 8.5 hours for PCAM redesignation. Teaching at VLR also earns 10 points for the PCAM application.

For Business Partners

CCAL (College of Community Association Lawyers)

Teaching at VLR earns 5 points for the CCAL application.


CIRMS (Community Insurance & Risk Management Specialist)

VLR attendance earns 5 points for the CIRMS application and redesignation

Teaching at VLR earns 10 points for the CIRMS application and redesignation.


RS (Reserve Specialist) 

For more information on CAI's RS designation, please visit www.caionline.org/rs.

Agenda

To view the detailed agenda, click on the Day and Category for the varied VLR events and sessions. Be sure to click the white arrow to the right to see all the days! 


Education note: Attendees must check in and out of the educational sessions to earn the Continuing Education Units (CEUs) associated with the VLR.


Click here for a Schedule At A Glance.

  • Registration
    1:00 PM - 4:00 PMVLR Registration Open House
    Pick up your VLR registration material and say hello to other VLR attendees!
    Education Sessions - Room Stratford
    1:30 PM - 3:30 PMTHE BEST D*MN FAIR HOUSING COURSE IN VIRGINIA (a.k.a. CICB-Approved Fair Housing Laws Training for Common Interest Community Managers)
    This is not your typical fair housing training. It is an experience you don’t want to miss.

    This class is not just for common interest community managers who need to obtain credit are eager to learn about federal and state fair housing laws and regulations. It is also an excellent dialogue on common fair housing issues community associations and their managers encounter.

    Sure, you may have attended other fair housing courses in the past, but there is always room to build on what you know (or think you know) and hear a new take so you are better equipped to identify and properly respond to a fair housing matter.

    Don’t just attend for the credit. Join us to have fun, learn about the laws, discuss common scenarios that communities and their managers may not realize involve fair housing pitfalls, and hear about best practices you and your associations can employ.

    Warning: One of the presenters really geeks out over discussing fair housing matters. She cannot help herself (just wait to see how she gets excited about their educational chart).

    This course meets the bi-annual requirement for two (2) hours of fair housing training required by 18 VAC 48-50-100 of the Virginia Common Interest Community Manager Regulations for certification as a certified principal or supervisory employee.

    Kathleen Panagis

    Attorney at Woods Rogers

    Deborah Casey, CCAL

    Principal at Woods Rogers

    Premier VLR Events
    4:30 PM - 7:00 PMVLR24 Welcome Party - Games and BBQ
    NEW FOR 2024! Join us on the Casino Lawn to kickoff VLR24! Featuring the optional cornhole tournament and a classic Virginia BBQ buffet, VLR24 will get started with friends and fun! All registered attendees and adult guests are welcome.

    Registration to participate in the Cornhole Tournament is separate from VLR registration.
  • Education Session: Room Mount Vernon
    10:00 AM - 11:15 AMEducation Session: Implementing KPIs and Metrics in Your Company
    Unlock the power of Key Performance Indicators (KPIs) and metrics in your association with this insightful presentation. Learn how to define clear objectives, select relevant KPIs, and set targets for success. Discover practical strategies for implementing data tracking systems, fostering accountability, and utilizing KPIs to drive informed decision-making and continuous improvement. Join us to learn how KPIs can empower your community and its leadership to track progress, optimize performance, and achieve strategic goals effectively.

    Rob Buffington

    Gordian Business Solutions

    11:15 AM - 11:30 AMCoffee Break
    11:30 AM - 12:45 PMEducation Session: “THE UN-LEADERSHIP” UN-leashing, UN-locking and UN-bounding Your Leadership Potential in Today's World of Technology and Ambiguity
    In this compelling keynote speech, Michael Allison presents "THE UN-LEADERSHIP," offers a unique perspective and thought-provoking exploration on leadership in the modern era characterized by ambiguity and uncertainty with the wave of AI Technology. You will gain a profound understanding of unorthodox leadership approaches, through a journey of self-discovery enabling you to thrive in an environment marked by ambiguity. "THE UN-LEADERSHIP" equips you with the skills to unleash your latent leadership potential, unlocking new possibilities and unbounding your capacity to lead effectively.

    Michael Allison

    The Adversity Academy, LLC

    Registration
    11:00 AM - 5:30 PMVLR24 Registration & Snack Bar Open
    Education Sessions - Room Stratford
    8:30 AM - 9:45 AMEducation Session: Embracing Change in our Industry: Insights from "Who Moved My Cheese"
    In the Banking and Community Association Industry, changes are occurring rapidly. Sometimes we see these changes are coming (online meetings, new software), other times they happen without warning (banks default, management company acquisitions). Usimg the principles in the book "Who Moved My Cheese" this session will address what has and is changing in the community association industry, and give practical ways to embrace change that will happen whether we want it or not. Includes some wine to go with your cheese and a copy of the book for all attendees!

    Don Plank

    VP of Acquistions and Special Projects at EJF Real Estate

    Noni Roan

    Financial Advisor at Pinnacle Financial Partners

    9:45 AM - 10:00 AMCoffee Break
    10:00 AM - 11:15 AMEducation Session: Finding Work Life Balance in a Remote Work World
    In today's digital age, remote work has become increasingly prevalent, offering flexibility and convenience to employees in the community association management industry. However, this shift has also blurred the lines between professional and personal life, making it challenging to maintain a healthy work-life balance. In this insightful presentation, we delve into the strategies and practices essential for navigating the complexities of remote work while prioritizing personal well-being. Unlock the secrets of achieving work-life balance in the digital age with real-life examples and expert insights!

    Bryant Phillips

    Executive Vice President at Associa- CMC

    Garrett Roberts

    Associa - Community Management Corporation

    Christa Brady

    VP at USI Insurance Services

    11:15 AM - 11:30 AMCoffee Break
    11:30 AM - 12:45 PMEducation Session: Passing the Torch: Identifying & Preparing Emerging Leaders
    In the dynamic world of community association management, leadership transitions are inevitable and essential for sustained success and innovation. There is a critical need for recognizing and nurturing the next generation of leaders within our industry. Learn about the challenges and solutions involved in identifying potential leaders who are currently overlooked and underprepared. The goal is to equip community association leaders with practical strategies to enhance their leadership pipelines, ensuring a seamless transition and continued excellence in management practices.

    Shayla Love

    Regional Director of FirstService Residential DC Metro

    Tiago Bezerra

    Chadwick Washington Moriarty Elmore & Bunn P.c.

    Premier VLR Events
    12:45 PM - 3:00 PMKeynote Lunch with Business Partner Showcase
    There are outstanding opportunities for organizations to grow, yet many leaders face hurdles. In fact, many of these hurdles are internal–not external. According to research by Bain & Company, 85% of executives say their greatest barriers to achieving growth objectives actually lie inside their own four walls.

    Because every industry is always changing, it is imperative to continually modulate your thinking to deal with uncertainty. If your organization is making a large transformation or exploring a shift in any way, this session is the perfect preparation for kicking o! the process. As we learned in 2019,
    change and challenges are always around the corner. Leading through change is a skill that will never go unused.

    Outcomes:
    • Discover The Creative Focuser™ to help you think outside the box
    • Learn the three mindsets needed to navigate through transition and change
    • Learn to extract value from past experiences to launch a bigger, brighter future using
    the Past, Present, Future Evaluator™
    • Implement The Excuse Buster Formula™ that eliminates procrastination

    Dennis McIntee

    CEO and Co-Founder of Leadership Development Group

    Optional Special Events
    3:30 PM - 5:00 PMVirginia Wine Tasting
    Separate registration required.
    9:00 PM - 10:00 PMHomestead Hauntings and History Tour
  • Education Session: Room Mount Vernon
    10:00 AM - 11:15 AMEducation Session: Laughter is the Best Medicine, Especially for Association Managers
    Learn the science behind laughter and the power of breath-work to regulate the autonomic nervous system. Engage in a joyful laughter session using fun laughter prompts, gentle upper arms movements, and calm breathing techniques. Walk away with effectve tools and techniques to promote self care through laughter and to invite others into doing the same. The session ends with a relaxing experience that will leave you feeling your best and motivated to tackle association management challenges with good humor.

    Ranson Casey-Rutland

    President at Town Management

    Laura Beach

    Former Associate Dean at William & Mary Law School

    11:15 AM - 11:30 AMCoffee Break
    11:30 AM - 12:45 PMEducation Session: Safeguarding Community Finances: Strategies to Prevent Payment Fraud
    From phishing schemes and Business Email Compromise (BEC) attacks to account takeovers and vendor impersonation, the finance departments at community associations are under siege by bad actors determined to rip them off. Don’t let the way your association processes and pays its supplier invoices leave you vulnerable to fraud. Join us to learn about the latest fraud threats targeting community associations and how to develop an action plan for mitigating fraud risk.

    Sean Madigan

    Senior Director, Field Sales of Edenred Pay

    Mark Brousseau

    President at Brousseau & Associates

    Registration
    11:00 AM - 1:00 PMVLR Registration Desk Open
    1:00 PM - 1:15 PMCoffee Break
    Education Sessions - Room Stratford
    9:45 AM - 10:00 AMCoffee Break
    10:00 AM - 11:15 AMEducation Session: A Culture of Hubris: Avoiding the Pitfalls of Success
    What can management companies learn from the failures of some of our country's most admired and (at one time) successful organizations? While there are many reasons institutions fail, most can be traced back to the long-term decay of the structures and guiding principles that brought them success in the first place, and the source of that decay is almost always arrogance borne from the very successes that made them notable in the first place. This session will use the examples of three organizations to show how a "culture of arrogance" ended up destroying in a short period of time what had taken decades (or more) to be built. While the stakes may not be so high for management companies, the threats remain the same.

    Connor Doyle

    National Sales Director of VIVE

    11:15 AM - 11:30 AMCoffee Break
    11:30 AM - 12:45 PMEducation Session: The Changing Landscape of Management- What Does It Mean For You?"
    The pace of consolidation is accelerating quickly in the Community Association Management Industry. As many owners can attest, their inboxes are filled with inquiries from potential buyers they may never have heard of before. What does the future hold for your company, the management industry, and your people? How do you make your company more valuable to potential buyers? How can you keep your top talent engaged while you investigate your options? How do you make your company more valuable to potential buyers? Our experienced panelists will discuss the current state of the market, provide some guidelines to help you take advantage of this phenomenon and provide an open forum for questions.

    Jared Tunnell

    CommonArea

    Thomas Hill

    Director of Griffin Financial

    Premier VLR Events
    8:30 AM - 9:40 AMInsight Circuit with Business Partners
    In the Grand Ballroom East.

    Managers will get a speed networking experience with VLR Business Partners focused on hot topics and quick flash learning.

    Discussion Topics will be:
    *What is Reserve Run off and How Does It Impact the Management Company?
    *Addressing E-Voting Hurdles
    *Importance of Protecting Reserve Funds
    *How Passion and Strengths Drive Effective Leadership
    6:30 PM - 9:30 PMVLR24 Reception & Dinner
    Optional Special Events
    1:30 PM - 3:30 PMCraft and Snack
    Separate registration required. Includes all craft materials and guided instruction, lunch snacks with beer & wine bar.
  • Education Session: Room Mount Vernon
    10:00 AM - 11:15 AMCEU Over-Achiever Education Session: Communicating Like A Leader
    Being a good communicator is essential to being a good leader. All managers, regardless of their job title, are leaders for the communities that they work with. We will talk about manager communications with boards/members as well as communications within their organization with the intention of enhancing their roles as leaders. Working through a couple of common situations will assist managers in being able to see where communication was beneficial and where it could have been better.

    Ursula Burgess

    Rees Broome, PC

    Christie Loveless

    Regional Director of FirstService Residential

Speakers

  • Dennis McIntee (CEO and Co-Founder of Leadership Development Group)

    Dennis McIntee

    CEO and Co-Founder of Leadership Development Group

    Read Bio
  • Michael Allison (The Adversity Academy, LLC)

    Michael Allison

    The Adversity Academy, LLC

  • Laura Beach (Former Associate Dean at William & Mary Law School)

    Laura Beach

    Former Associate Dean at William & Mary Law School

  • Tiago Bezerra (Chadwick Washington Moriarty Elmore & Bunn P.c.)

    Tiago Bezerra

    Chadwick Washington Moriarty Elmore & Bunn P.c.

  • Christa Brady (VP at USI Insurance Services)

    Christa Brady

    VP at USI Insurance Services

  • Mark Brousseau (President at Brousseau & Associates)

    Mark Brousseau

    President at Brousseau & Associates

  • Rob Buffington (Gordian Business Solutions)

    Rob Buffington

    Gordian Business Solutions

  • Ursula Burgess (Rees Broome, PC)

    Ursula Burgess

    Rees Broome, PC

  • Deborah Casey, CCAL (Principal at Woods Rogers)

    Deborah Casey, CCAL

    Principal at Woods Rogers

  • Ranson Casey-Rutland (President at Town Management)

    Ranson Casey-Rutland

    President at Town Management

  • Connor Doyle (National Sales Director of VIVE)

    Connor Doyle

    National Sales Director of VIVE

  • Thomas Hill (Director of Griffin Financial)

    Thomas Hill

    Director of Griffin Financial

  • Shayla Love (Regional Director of FirstService Residential DC Metro)

    Shayla Love

    Regional Director of FirstService Residential DC Metro

  • Christie Loveless (Regional Director of FirstService Residential)

    Christie Loveless

    Regional Director of FirstService Residential

  • Sean Madigan (Senior Director, Field Sales of Edenred Pay)

    Sean Madigan

    Senior Director, Field Sales of Edenred Pay

  • Kathleen Panagis (Attorney at Woods Rogers)

    Kathleen Panagis

    Attorney at Woods Rogers

  • Bryant Phillips (Executive Vice President at Associa- CMC)

    Bryant Phillips

    Executive Vice President at Associa- CMC

  • Don Plank (VP of Acquistions and Special Projects at EJF Real Estate)

    Don Plank

    VP of Acquistions and Special Projects at EJF Real Estate

  • Noni Roan (Financial Advisor at Pinnacle Financial Partners)

    Noni Roan

    Financial Advisor at Pinnacle Financial Partners

  • Garrett Roberts (Associa - Community Management Corporation)

    Garrett Roberts

    Associa - Community Management Corporation

  • Jared Tunnell (CommonArea)

    Jared Tunnell

    CommonArea

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