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Whether through the day to day pressure of responding to client's immediate needs, or mere innocent oversight, far too often to practitioners pass up opportunities to maximize profits from existing clients by providing thorough service. Studies show that it takes significantly more time and money to form relationships with new clients, versus generating services, and turning them into profits, with existing clients.
Special Note: This program is a recorded education session from the 2014 CAI Law Seminar, brought to you by the College of Community Association Lawyers (CCAL).
Duration: 90 minutes
Program Description
Whether through the day to day pressure of responding to client's immediate needs, or mere innocent oversight, far too often to practitioners pass up opportunities to maximize profits from existing clients by providing thorough service. Studies show that it takes significantly more time and money to form relationships with new clients, versus generating services, and turning them into profits, with existing clients.
This panel presentation will explore how to gauge the needs of existing clients and identifying procedures and practices necessary to see that those needs are not just met but exceeded. Emphasis will be placed on how practitioners can incorporate practices and procedures that maximize profits from existing clients while ensuring clients are satisfied.
Speakers
Jeffrey A. Beaumont, Esq. a senior partner with Beaumont Gitlin Tashjian, has focused his entire legal career on representing common interest developments. Mr. Beaumont has successfully defended hundreds of community associations and their volunteer board members from multi-million dollar claims by securing defense verdicts from juries and obtaining settlements favorable to the firm’s clients.
Matt D. Ober, Esq. of Richardson Harman Ober PC, presides over the Firm’s highly regarded community association law practice, providing full service representation to common interest developments throughout Southern California. He is an active supporter of and contributor to the Community Association industry through both the Community Associations Institute (CAI) and the California Association of Community Managers (CACM). Mr. Ober is a contributing author of CAI’s California Law Course for Common Interest Development Managers.
Continuing Education Credit
This program provides 1.5 credits toward:
- Certified Manager of Community Associations recertification
- Association Management Specialist redesignation
- Professional Community Association Manager redesignation
To earn credit, you must be personally registered for this program and print the certificate of completion to document your participation
Manager Certifications and
Designations
Certified Manager of Community Associations
(CMCA®) /Association Management Specialist
(AMS®) /Professional Community Association Manager
(PCAM®) /Large-Scale Manager
(LMS®)
Management Company Designation
Accredited Association Management Company
(AAMC®)
Service Provider Designations and
Distinctions
Reserve Specialist
(RS®)/Community Insurance and Risk Management
Specialist (CIRMS®)/Educated Business
Partner
