PROGRAMS & SPEAKERS                                                                                         


Concurrent Sessions 10:00 am - 11:00 am

 

Managing Difficult Conversations: 

Keeping your Cool in Heated Conversations

 

Association board members are often confronted and challenged in their roles and decision making.  Learn how to apply three practical frameworks to navigate difficult conversations and guide them toward productive outcomes to achieve desired results and strengthen relationships within the community. 

Please note that this session ends at 11:30 am. 

 

Speakers:

Noushig Hagopian, CMCA, AMS
First Service Residential
Noushig leads and supports associates in delivering an elevated level of service excellence to communities and works closely with boards to ensure community alignment. 

 

Laura Porter 
STANCE, Organizational Development Partner
With more than two decades of experience, Laura supports leaders and their teams to optimize relationships, unleash potential, and achieve their most meaningful results.

 

Lien Enforcement:

Maximize your Recovery

 

Understand the process from start to finish and learn how to significantly enhance the recovery of priority liens.  Explore the nuances of special assessments and how to effectively integrate them into the lien enforcement process.  The program will also highlight the role of the association and best practices in developing comprehensive strategies that encompass all potential avenues for recovery.

Speaker:

Gina Desrochers, Esq.
Perkins & Anctil, P.C.
Gina has over a decade of litigation experience and specializes in creditors’ rights and civil litigation.   In addition, she has considerable experience in compliance matters surrounding creditors’ rights.

 

 

Insurance Choices and Challenges: 
Emerging Issues for Associations

 

CAI-NE Insurance Committee members will provide answers to questions ranging from homeowner HO6 policies, condominium master policies and board D&O policies to best practices for reporting and managing claims as well as ways to prevent them in the first place.  An update on market conditions and trends impacting insurance will be discussed.
 

Speakers:

Jeffrey Cotto
The Baldwin Group

Jeffrey Cotto is a Partner at The Baldwin Group. Jeffrey's industry expertise spans 20 years. Jeff enjoys working with property managers and boards on insurance placement and education.

 

Katie Dodge, CLCS, CMCA, AMS, CIRMS

Partner, Sr. VP Real Estate Practice

USI Insurance Services

 

Katie is a Partner and Sr. Vice President with USI’s Commercial Real Estate Practice with 15 years of property management and insurance experience to the industry

 

Ryan McGowan, CMCA 
Ryan is President/Principal at Mercantile Property Management. Ryan is a graduate of the University of Massachusetts, Amherst, Isenberg School of Business where he received a Bachelor's Degree in Resource Economics with a concentration in Business Management. 

 

 

 

 

 


Condo Questions and Answers 11:00 am - noon

Join a panel of industry professionals including contractors, engineers and lenders who will answer building maintenance, reserve study and funding questions along with experienced condominium attorneys, accountants and managers.

 

Panelists

Engineer

Andrew Dudka,

Criterium Dudka Engineers

Manager

Patrick Holland, CMCA, AMS,

Barkan Management

Attorney

Jake Marcus, Esq., Allcock & Marcus LLC

Insurance

Nick Narahara, AssuredPartners

Lender

Andy Beepath

Brookline Bank

 


 

Concurrent Sessions 1:00 pm - 2:00 pm

 

Increased Litigation Against Boards:

Are Your Directors Covered?

 

From allegations of fiduciary mismanagement to maintenance disputes, legal actions are targeting both association funds and the personal assets of board members.  This trend raises a vital question…  Are your directors adequately protected?

Speaker:

Valentine Feeney, CIC, CRIS, LIA
Collaborative Insurance Solutions, LLC                

Val is a licensed insurance broker focusing on providing insurance solutions for community associations and works with clients to navigate today’s challenging insurance market with strategies that protect assets, control costs and reduce hassle.

 

Installation of Energy Saving Devices:

Condo Statute Updates

 

Requests from owners to install EV charging stations and solar energy systems are becoming commonplace in communities.  Sweeping statute changes have had an impact on how boards respond, what restrictions can be imposed and who is responsible for installation and maintenance.  Learn how these changes practically affect board decisions, raise new administrative concerns and impact condominium living.

 

Speakers:

Ryan Severance, Esq.
Mirrione, Shaughnessy & Uitti LLC 

Ryan has concentrated his practice on representing condominiums with an emphasis on the interpretation, drafting and amending of governing documents and rules, including document and rules enforcement.
 

Erik Shaughnessy, Esq.
Mirrione, Shaughnessy & Uitti LLC 

Erik is a Founding Principal of the firm and Chair of the firm’s Condominium/Community Association Practice Group. Since 2008, Erik has concentrated his practice on representing condominiums and community associations.

 

 

Board Member Duties and Responsibilities:

Common Mistakes and Missteps

 

Board members may take actions that can land them on the wrong side of the law.   Understand the serious nature of the board member’s role and learn what type of conduct is both expected and necessary.  A deep dive into the “dos” and “don’ts” utilizing real life examples and straightforward explanations.

 

Speaker:

Dean Lennon, Esq.
Marcus, Errico, Emmer & Brooks,P.C.

Dean concentrates his practice on the general representation of condominium boards and works closely with boards to provide legal advice and counsel for day-to-day governance issues.

 


Legal Issues and Advice 2:00 - 2:45 pm

Seasoned condominium attorneys from Moriarty Bielan & Malloy, LLC will be on hand to answer a variety of legal questions ranging from board governance and association operations to rules adoption, amendment and enforcement…and more!

Speakers:

Thomas Moriarty, Esq.
Moriarty Bielan & Malloy, LLC 

Tom is a founding member of Moriarty Bielan & Malloy LLC and chair of its Litigation Department. He is widely regarded as one of the premier real estate litigators in the Commonwealth.

 

Troy Tanzer, Esq.
Moriarty Bielan & Malloy, LLC

Troy is an associate in the firm's Real Estate and Litigation Departments. Prior to joining MBM, Troy worked as an associate at a firm in Western Massachusetts, where he handled a variety of real estate related matters, with an emphasis on zoning and land use.