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Associations and their residents alike are aging in place—some as a matter of course and some deliberately so in 55+ communities. With 12 million condominium homeowners 55 or older, and another 12–15 million in that age range living in planned communities and cooperatives, long-range planning for aging together for most association stakeholders is non-existent or uncertain. This session presents an integrated view of both aging residents and aging buildings with a focus on how boards can apply best practices to association insurance, management and forward-looking reserve practices so that buildings and people can grow old together gracefully.
Special Note: This program is a recorded education session from the 2016 CAI Law Seminar.
Duration: 90 minutes
Program Description
Associations and their residents alike are aging in place—some as a matter of course and some deliberately so in 55+ communities. With 12 million condominium homeowners 55 or older, and another 12–15 million in that age range living in planned communities and cooperatives, longrange planning for aging together for most association stakeholders is non-existent or uncertain. This session presents an integrated view of both aging residents and aging buildings with a focus on how boards can apply best practices to association insurance, management and forwardlooking reserve practices so that buildings and people can grow old together gracefully.
Speakers
Robert Browning has been providing reserve studies and association consulting services since 1988. He is the owner of the Browning Reserve Group, a reserve study preparation firm with offices in California, Nevada and Idaho. Please see our history of the Browning Reserve Group.He holds the Reserve Specialist (RS) designation and the Professional Community Association Manager (PCAM) designation from the Community Associations Institute (CAI). In addition Robert has earned the Reserve Specialist Permit #5 in the state of Nevada.
Karyl Dicker Foray, with Rosenthal Brothers, Inc has been an insurance broker for 40+ years with 28 years specializing in Community Association insurance niche. Holds CIRMS (Community Insurance Risk Management Specialist) and CRIS (Construction Risk Insurance Specialist) designations.
Mary Howell is a shareholder in the law firm of Epsten Grinnell & Howell, APC, Mary’s practice is limited to the representation of community associations. Clients include associations in San Diego, Riverside, and Orange counties. In addition to counseling associations on corporate governance and interpretation and enforcement of governing documents, Mary’s case work on behalf of associations encompasses litigation of CC&R enforcement cases, appellate representation, defense of common interest developments (e.g., breach of fiduciary obligation, wrongful termination, failure to maintain) and actions for declaratory relief.
Lori Ann Long, President/CEO, Community Association Underwriters of America, Inc. Prior to being appointed President/CEO Lori was senior Vice President of Claims. Before joining CAU in 1993, Lori was a Claims Manager with Transamerica for five years, 1988-1993. She also held the position of Senior Liability Claims Adjuster with Citizens Insurance Company and then Amerisure Insurance from 1985-1988. Lori attended Albion College in Albion, Michigan, and earned a BA in both History and Political Science. She has completed nine parts of the CPCU curriculum and is a licensed producer in thirty states.
Phillip Masi, Senior Vice President, Brown & Brown Insurance: For over 30 years, Brown & Brown of Orlando has provided competitive insurance solutions with preferred access to a wide array of domestic and foreign insurance companies.Our office has over 71 insurance professionals dedicated to solving the insurance and risk management needs of businesses, professionals, non-profit organizations, and individuals.
Francis McGovern, Partner, McGovern Legal Services LLC: In 2004, after almost eleven years with one of the largest Princeton-area law firms, Fran McGovern moved his practice to New Brunswick, New Jersey. At first, a one-man, basement office across from the courthouse, McGovern Legal Services, LLC is now a multi-attorney, professionally managed, law firm occupying modern offices in North Brunswick, Brick Township,Jersey City, and Brigantine New Jersey.
Jessica Towles, Director of Active Adult Communities, Foster/Premier Inc.: Senior Managing Agent with broad experience in maintaining all aspects of Community Associations and Management Company Administration, including facilities management, financial management, human resources and customer relationships.
Clifford J. Treese, CPCU, ARM, CIRMS is president of Association Data, Inc., a company specializing in community association information and data. Mr. Treese has been involved with CAI almost since its inception. He is a past president of CAI and the CAI Foundation for Community Association Research and he is a recipient of CAI’s Distinguished Service Award. Mr. Treese is author of several CAI Publications on various topics including community association risk management and insurance.
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
