• Complying with The Corporate Transparency Act                       RECORDING AVAILABLE

• Speaker: Amy Collins, Esq. | Perkins & Anctil, P.C.

• Presented Live Thursday, February 8th | 1:00 pm - 2:00 pm                  

• Effective 1/1/2024, The Corporate Transparency Act will require associations to report details on the corporation and “beneficial owners” to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) in 2024.

  In addition to details about the corporation, filings must also include contact details, date of birth, identifying number from a government issued identification and an image of that identification for all “beneficial owners”.  For a vast majority, board members are “beneficial owners” and in some associations, property managers may also be reported as individuals of the association with substantive control.

  Failing to report is punishable by civil penalties of up to $500 for each day that the violation continues and criminal penalties of up to two years imprisonment and a fine of up to $10,000.

  In addition to providing an overview of the ‘Act’ the webinar will:

• Identify the parties and information to disclose in the filings.
• Explain how and where to file the information.
• Answer questions to make the new requirement less daunting.
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    Capital Repair Projects                                                                  RECORDING AVAILABLE

    • How to Plan & Execute a Successful Project 

    • Speakers: Candice Morse | Thayer & Associates, Inc., AMO

                         Howard Goldman, Esq. | Goldman & Pease, LLC

    •                    Benjamin Ketchen | Cambridge Savings Bank

    •                    Kelsey Dunn, P.E. | Simpson Gumpertz

  • Presented Live Thursday, April 4th | 1:00 pm - 2:15 pm                     

• A panel of experienced industry professionals will provide details and present best practices for planning and executing a successful capital repair project. 

• The webinar will help board members and managers understand all aspects of a project from the critical study and design phase to legal considerations, contract preparation, construction management and financial planning.

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• In addition, the following important topics will be addressed:

  • - Project Team's Roles & Responsibilities

    - Phases of a Construction Project

    - Project Documents

    - Project Funding & Financing

    - Pitfalls & Traps in Construction Administration

     

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    Top 10 Playbook                                                                              More Information

• What do Board Members and Association Managers Need to Know

• Speaker: Jake Marcus, Esq. | Allcock & Marcus, LLC

•                 Edmund Allcock, Esq. | Allcock & Marcus, LLC

• Presented Live Thursday, June 6th | 1:00 pm - 2:00 pm                                          

• Discover what every board member needs to know to navigate the uncertainties ahead.  The program will address important issues including:

   - Insurance Claims

   - Reasonable Accommodations

   - Repairs and Improvements

   - Common Expense Assessments

   - Voting and Elections

   - And More…

   

  With many boards uncertain about what is on the horizon and what to focus on, the webinar will assist in figuring out the latest industry developments and ensure board members are complying with their fiduciary duties.

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  Preparing for a Reserve Study                                                          More Information

• Speaker: Paul Huijing, P.E., RS | Advanced Reserve Solutions

• Presented Live Thursday, September 5th | 1:00 pm - 2:00 pm                                  

• Reducing the amount of guesswork and estimation of existing and past conditions will improve accuracy of the future in your reserve study.  Understand the importance of record keeping for all aspects of association operations and capital repairs, and discover best practices for creating a more sustainable financial future.

   

  The webinar will offer guidance in the following areas to help associations prepare more accurate reserve studies.

   

   - Maintaining Association History

   - Defining the Quality Level the Association is Targeting for Replacements

   - Information Formatting and Record Keeping

   - Updating Reserve Studies

   - Reserve Study Inspection vs. Engineering Condition Assessment

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    Navigating the Insurance Coverage and Claims Maze                       More Information

• Speaker: Thomas Aylesworth, Esq. | Marcus, Errico, Emmer & Brooks, P.C.

•                  Christopher Matheson, Esq. | Marcus, Errico, Emmer & Brooks, P.C.

•                  Steven Dannin | Dannin Management

• Presented Live Thursday, November 21st | 1:00 pm - 2:00 pm                                  

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  One of the most important responsibilities of board members is the duty to preserve the value of association property and protect the interests of its owners. 

   

  Speakers will provide an in-depth discussion around condominium insurance claims and coverages including:

   

• Standard condominium policy coverages including:

  • - The role of HO6 policies

  • - Claims accepted under "reservation of rights"

  • - Step-by-step guidance from submitting a claim thru recovering and distributing insurance payments

  • - Challenging claim denials and inadequate loss determinations

 

Insurance insights will be revealed.

- Understand the pitfalls in trying to save money by obtaining a "named peril" policy. 

- Discover claim trends triggering coverage under reservation of rights, understand new strategies by insurance companies to maintain control of         claims and litigation, and find out how to fight back.

- Learn best practices for submitting and managing a claim and dealing with insurance companies when coverage issues arise.

 

 

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  Dealing with Rogues                                                                       More Information

• What to do with a Recalcitrant Board Member or Unit Owner

• Speaker: Thomas Moriarty, Esq. | Moriarty Bielan & Malloy, LLC

• Presented Live Thursday, December 19th | 1:00 pm - 2:00 pm                                  

• What options does a board have when one of its board members or a unit owner simply refuses to conform to any reasonable standard of behavior in a community association. 

   

  Board response should be divorced from emotion, business like and consistent.  In addition, the response should commence with the least aggressive response and progress to more coercive conduct only when neighborly cajoling fails to accomplish the goal.

   

  Best practices to address a rogue board member or unit owner will be addressed including:

  • - Conduct that should be addressed
  • - Methods to arrest behaviors
    • * Informal Approach
    • * Anti-harassment and confidentiality policies
  • - What to do when efforts fail

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Each webinar approved for 1 hour continuing education for CMCA.

 

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