Save the date
Save the dateJune 23, 202211:30 AM - 1:00 PM (PDT) Add to Calendar
Venue Location
Venue Location

Trilogy Monarch Club

1645 Trilogy Parkway
Nipomo, California

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Organizer
Event Details
Event Details

Join us for this session as industry attorneys address the following:



  • Regular Assessments vs special assessments vs. emergency assessments
  • What's considered an "unforeseen expense"?
  • SB326 Balcony Inspections: Obligations for inspection & work
  • Finding the money when there are reserve study inadequacies & lack of assessment increases over the years
  • Best Practices for a well-organized process before, during, and after the assessment is levied
  • How to prepare your community for a special or emergency assessment


Please note: Advance registration required. Cancellation deadline for a full refund: June 20.

Speakers
Speakers
  • Brian Moreno, Esq., CCAL (Brian D. Moreno Law)

    Brian Moreno, Esq., CCAL

    Brian D. Moreno Law

  • Steve Roseman, Esq. (Founder & Managing Partner of Roseman Law, APC)

    Steve Roseman, Esq.

    Founder & Managing Partner of Roseman Law, APC

Sponsors and Partners
Sponsors and Partners
Tickets
Tickets

Homeowner Leader Member Luncheon Registration

For HOA board members / homeowners who are CAI members.

$40

Homeowner Leader Non-member Lunch Registration

For HOA board members / homeowners (non-members) - Join CAI to receive the discounted rate!

$50

Community Manager Member Luncheon Registration

For CAI manager members.

$40

Community Manager Non-member Lunch Registration

Join CAI to receive the discounted rate.

$50

Business Partner Member Luncheon Registration

For CAI Business Partner members.

$55

Business Partner Non-member Lunch Registration

Join CAI to receive the discounted rate.

$65
Chapter Policies
Chapter Policies

CAI-Channel Islands Chapter has the following policies in place to encourage a respectful networking experience for everyone.

If you have any questions, please contact Executive Director Leah Ross at 805-658-1438.


Member Professionalism Policy 

 

CAI – Channel Islands Chapter operates upon mutual respect and professionalism among its members, and therefore prohibits companies or individuals soliciting event attendees for their own or their company's employment or competing social activities.  Violators of this policy will receive an initial warning.  If any further violation, the Executive Committee may take additional actions available to the Chapter as it deems appropriate.  This policy does not prohibit an attendee from providing a business card to an individual who requests one.

  

No Suitcasing Policy

 

CAI – Channel Islands Chapter relies on the generosity of its sponsors and exhibitors, and in return strictly prohibits companies or individuals not registered as sponsors or exhibitors of a chapter event from soliciting sales or sales leads, offering or promoting goods or services at that event, or soliciting participants for their company's social activities. Non-exhibiting business partners may exchange their business cards only when asked.

 

Those violating this policy will receive an initial warning.  If any further violation occurs, the violator may be charged the exhibitor sponsorship rate for that event in question, and/or the Executive Committee may take additional actions available to the Chapter, as it deems appropriate.