CAI-NJ March 2022

March 2022 Community Trends

®

Wild Orchid/iStock/Getty Images Plus

In This Issue

• The Many Roads of Ethics • Ethics, the Insurance Business, and the CIRMS Designation • Best Practices for a Successful Board • A Look into the Legal and Practical Reasoning Behind the CAI Model Code of Ethics for CommunityAssociation Board Members ....and more

The Community Associations Institute New Jersey chapter would like to thank its 2022 Ultimate Partners below. For more information on our sponsorships, please contact CAI-NJ at 609-588-0030 or info@cainj.org.

Becker & Poliakoff, LLP

T hank You Fo r You r Suppo r t !

THE CAI-NJ COMMUNITY TRENDS ® MAGAZINE CONTENTS

16 The Many Roads of Ethics

By Paula Santangelo, CMCA, AMS, PCAM Associa Mid-Atlantic, AAMC

16

24 Ethics, the Insurance Business, and the CIRMS Designation By Sean Ahern, CIRMS, CIC PeopleFirst Property & Casualty Services 28 Best Practices for a Successful Board By Michael Mezzo, CPA WilkinGuttenplan 32 A Look into the Legal and Practical Reasoning Behind the CAI Model Code of Ethics for Community Association Board Members By Andrew J. Podolski, Esq. Stark & Stark, Attorneys at Law Who Has Ethics, And Why Should We Care? By Elaine Warga-Murray, CMCA, AMS, PCAM RMG, Regency Management Group, Inc., AAMC 44 Management Trends:

24

EXTRAS President’s Corner Looking Ahead

5 6 7 8

CAI-NJ Upcoming Events

28

Legislative Update

CA-PAC “Keys to the Doors” Campaign

11 13 14 19 21 22 41 43 45

Chapter Trends

Jules C. Frankel Manager Education Assistance Program 2022 Dennis R. Casale Memorial Golf Outing — Save the Date

Conquer + Connect Retreat Registration Conquer + Connect Retreat Schedule

32

2022 Webinar Wednesdays

Virtual New Member Welcome Meetup CMCA Exam Study Group Registration

2022 CAI-NJ Conference & Expo — Save the Date 47 2022 CAI-NJ Conference & Expo — Call for Speakers 49 New Members 50 CAI Membership Application 51 Business Partner Essentials Registration 60 Write for Community Trends ® 61 Manager Best Practices Roundtable Discussion and Networking Reception Registration 62 Business Partner Best Practices Roundtable Discussion and Networking Reception Registration 63 PAC the Rooftop – Networking Event Registration 65 2022 Ultimate Partner Listings 68

44

3

M A R C H 2 0 2 2

CAI-NJ BOARD OF DIRECTORS EXECUTIVE COMMITTEE

PRESIDENT JEFFREY LOGAN GUARDIAN SERVICE INDUSTRIES, INC.

VICE PRESIDENT CHRISTOPHER NICOSIA, CMCA, AMS, PCAM PRIME MANAGEMENT, INC., AAMC

PRESIDENT ELECT TONY NARDONE, MBA, PCAM CORNER PROPERTY MANAGEMENT, AAMC

TREASURER STEVEN MLENAK, ESQ. GREENBAUM, ROWE, SMITH & DAVIS, LLP

SECRETARY BENJAMIN BASCH AMERICAN POOL ENTERPRISES

BOARD MEMBERS Mary Barrett, Esq. Stark & Stark

Kristina Munson, CMCA, AMS, PCAM RCP Management Company, AAMC, AMO Community Association Manager Carol Nickerson, CMCA FirstService Residential, AAMC Community Association Manager Robert Travis Long Beach Commons Condominium Association Homeowner Leader

Business Partner Ryan Fleming JGS Insurance

Business Partner Charles Lavine Traditions at Federal Point Condominium Association Homeowner Leader

GENERAL COUNSEL Jason Orlando, Esq. Orlando Murphy LLP

GENERAL COUNSEL EMERITUS Wendell A. Smith, Esq., CCAL Greenbaum, Rowe, Smith & Davis, LLP

IMMEDIATE PAST PRESIDENT Loren Lightman, Esq. Hill Wallack LLP

4

M A R C H 2 0 2 2

PRESIDENT’S CORNER Jeffrey Logan CAI-NJ 2022 PRESIDENT GUARDIAN SERVICE INDUSTRIES, INC.

CAI-NJ TEAM

T his month’s theme is “Ethics.” The simple definition of ethics is, DOING THE RIGHT THING . Every day we are faced to make decisions, both at home and at work, that are based around ethics. Throughout our lives we all get asked, “What do you do for a living?” For Property Managers, when you reply to this question, the simple answer we do EVERYTHING ! Not only are we responsible for maintaining the building as a valuable asset for your organization but you are responsible for the lives of all that enter its doors. When you are hired by your employer you are expected to do the right thing and rep- resent your company fully. As you evolve in your role as a manager you deal with legal matters, confidential information, insurance issues, personnel issues, ADR, construction defects and much more. Things can sometimes get a little convoluted, your unique ethics determine how you handle certain situations. One thing remains steadfast; remain true to your personal and professional ethics. Examples of personal ethics: • Honesty • Respect • Loyalty • Selflessness • Integrity • Responsibility “If you set a good example, you need not worry about setting rules.” —Lee Iacocca Each month I am going to be highlighting one person in our chapter who had a huge impact on my life both professionally and personally. Jennifer Nevins, CMCA became part of the PS&S, LLC team in 2019, and now serves as the Vice President & Chief Operating Officer. She had been a Principal of DW Smith Associates, LLC since 2001 after being a significant team member since 1988. Ms. Nevins successfully created the Community Association Services division within DW Smith. Jennifer is an active Business Partner of the Community Associations Institute (CAI) of New Jersey, Pennsylvania/Delaware Valley, Hudson Valley, North Carolina, and South Gulf Coast (Florida) Chapters. Nationally, she presented a leadership webinar for CAI and spoke at a CAI National Conference in Las Vegas. Jennifer served on the Executive Board of Directors for six years and was the CAI New Jersey Chapter President in 2020. She was a panelist at Montclair State University in April 2019, discussing the Engineer’s involvement in Transitions. She received her CMCA certification and developed a “Boot Camp” to assist Property Managers in attaining theirs. She additionally served a two- year term on the CAI Business Council for CAI National. March’s Impactful Leader Jennifer Nevins, CMCA Vice President, Chief Operating Officer – PS&S, LLC

ANGELA KAVANAUGH CHAPTER EXECUTIVE DIRECTOR ANGELA@CAINJ.ORG JACLYN OSKIERKO DIRECTOR, CONFERENCE & EVENTS JACLYN@CAINJ.ORG BROOKE STOPPIELLO-NEVINS COMMUNICATIONS MANAGER BROOKE@CAINJ.ORG ROBIN SURGENT MEMBERSHIP MANAGER

ROBIN@CAINJ.ORG JENNIFER FARRELL PROGRAM COORDINATOR JENNIFER@CAINJ.ORG

Contact CAI-NJ

ADDRESS CAI-NJ

500 HARDING ROAD FREEHOLD, NJ 07728 PHONE 609-588-0030 FAX 609-588-0040 WEB WWW.CAINJ.ORG EMAIL INFO@CAINJ.ORG

CAI-NJ on Social Media

www.facebook.com/ CAINJCHAPTER Community Associations Institute - New Jersey Chapter

@cainewjersey

CAI-NJ

CONT I NU E S ON PAGE 64

5

M A R C H 2 0 2 2

LOOKING AHEAD ANGELA KAVANAUGH | CAI-NJ CHAPTER EXECUTIVE DIRECTOR

W hile March is sometimes a forgotten month as we race from the cold of Winter towards the sunshine of Spring, it is filled with events that so many of us look forward to, such as March Madness, Mardi Gras, St. Patrick’s Day, National Women’s Day, Daylight Savings and thankfully the first day of Spring. March 15th, recognized as the Ides of March, from William Shakespeare in his play “the Ides of March”, when he warned Julius Caesar that the 15th would be a dismal day. However, ironically “Ides”, referring to the middle day of each month and dating back pre-Shakespeare, March 15th once signified the new year and a day of celebrations. What is there to look forward to at the chapter for the month of March?  Tuesday March 8th, Lecture Series, The Three Cs of Insurance: Claims, Contractors and Confusion, featuring Eric Eggert, CIC, CIRMS, of Mackoul Risk Solutions. Eric will discuss how to navigate your way through the claims process and how to properly hire contractors while reducing your risk. Managers, homeowner leaders and business partners are invited to attend this in-person event, presented free of charge for members. Visit our website at, https://www.cai-nj.org/event-4608661, for program location, registration, and further details. This program qualifies for 2 CEC’s.  TuesdayMarch 15th, Manager and Business Partner Roundtable. Managers and Business Partners are invited to attend a program created specifically for them while coming together at a networking event, presented at Forsgate Country Club in Monroe. Manager members attend free of charge. This program qualifies for 2 CEC’s. • Managers, your session topics will include, Care & Maintenance of Your Decks & Roofs, spon- sored By National Contractors, Inc., Managing Your Community Projects, sponsored by Denali

Property Management, Inc., Pool Operations spon- sored by Candlewood Management Services, Understanding Specifications and Reviewing Bid Packets sponsored by Morris Engineering, LLC., and Hoarding Sponsored by PuroClean Restoration Services of Union County NJ. Visit our website at, https://www.cai-nj.org/event-4615144. • Business Partners, your session will discuss timely human resource issues including recruiting, onboarding, and retaining employees. Visit our web- site at, https://www.cai-nj.org/event-4693441 for program registration and details.  Thursday March 17th to Friday, March 18th, the Board Leadership Development Workshop. Homeowner Leaders will be instructed on how to be an even more effective board member. The program instructors will be Mary Barrett, Esq., Michael Mezzo, CPA, MBA, and Jackie Thermidor, PCAM. The two-day, in-person program will be presented free of charge for homeowner leader members at the CAI-NJ Headquarters in Freehold. This session is sold out; however, an additional session is scheduled for August. Visit our website at, https://cainj.org/education-events/, for further information.  Tuesday, March 22nd, the Business Partner Essentials. Business Partners will improve their skills in working with commu- nity associations. Stand out in your industry by earning the CAI Business Partner Distinction. The session will be led by Jim Magid, CMCA, PCAM, Jim Rademacher, and David Velasco and directly followed by a Manager/Business Partner meet-up. Visit our website at, https://www.cai-nj.org/event-4615501, for registra- tion and further information.  Wednesday, March 30th, Virtual Wednesday Webinar. Corner Property Management, LLC, AAMC will discuss, An CONT I NU E S ON PAGE 58

6

M A R C H 2 0 2 2

CALENDAR 2022 Events & Education

MARCH Lecture Series - The Three C’s of Insurance: Claims, Contractors & Confusion RCP Management Company Office, Cranbury Manager & Business Partner Best Practices Roundtable Discussion and Networking Reception Forsgate Country Club, Monroe Twp. Board Leadership Development Workshop CAI-NJ Office, Freehold

JUNE

14 29

8

Dennis R Casale Memorial Golf Outing Forsgate Country Club, Monroe Twp.

Wednesday Webinar Virtual

15

SEPTEMBER Beach Party

15 21

17- 18 22 30 31

Martell’s Tiki Bar, Pt. Pleasant

Wednesday Webinar Virtual

Business Partner Essentials - Educated Business Partner Course JGS Insurance Office, Holmdel

OCTOBER

Wednesday Webinar Virtual

5 19 20

Wednesday Webinar Virtual

CA-PAC Top Golf Top Golf, Edison

Pre-Conference Networking Reception The Event Center @iPA, Freehold

APRIL

Annual Conference & Expo The Event Center @iPA, Freehold

6 12

Conquer + Connect Retreat Hyatt Regency, Princeton

NOVEMBER Wednesday Webinar Virtual 9 DECEMBER Wednesday Webinar Virtual

Coffee & Cram - CMCA Study Group CAI-NJ Office, Freehold

20 26 28

Wednesday Webinar Virtual

7 8 8

Virtual New Member Meet-Up Virtual

Lecture Series Location TBD

Annual Meeting & Chapter Retreat Grand Marquis, Old Bridge

Winter Break Party Grand Marquis, Old Bridge

MAY

18 18

Wednesday Webinar Virtual

Register for these and other events at www.cainj.org All events are subject to change .

PAC the Rooftop - Networking Event Asbury Festhalle & Biergarten, Asbury Park

LEGISLATIVE UPDATE

MATTHEW Z. EARLE, ESQ. KATES, NUSSMAN, ELLIS, FARHI & EARLE, LLP LEGISLATIVE ACTION COMMITTEE CHAIR

T he NJ-LAC has a plethora of new items on its plate due to legislation that was filed at the beginning of the new session and which we are still absorbing. Some of the more significant pieces of legislation that we are evaluating include: • S607 — Prohibiting conflicts of interest regarding com- mon interest community (CIC) officers and directors, and prohibiting them from accepting “any benefit offered for the purpose of influencing the officer or board member, directly or indirectly, in the discharge of duties to the association; • A1102 — requires that transition to unit owner control occur no later than 2 years after substantial completion; • A2129— requires all management contracts to include a 24 HOUR-emergency maintenance hotline, and requires CICs to pay owner’s legal fees in the event that the CIC fails to provide the owner with access to certain records; • A6106 — this bill and several others are intended to make it easier to develop accessory dwellings at exist- ing single family home sites, which may impact some HOAs; • A261 — regulating and restricting smoking in multiple dwellings; • S1545 — prohibiting charging owners the cost of association insurance deductibles; and, • S1410 — severely limits the use of restrictive covenants in employment agreements. We will continue to update you regarding these and other bills once we have reviewed with our lobbyist and better understand which may move and require attention. Of course, we are still engaged with previous priorities includ- ing, building integrity, site improvement bonds, expansion of Municipal Services Act to include fire hydrants, UCIOA, manager licensing, and board member training.

“...the Department of Community Affairs (DCA) responded to CAI’s petition challenging certain elements of the ‘Radburn’ Regulations (N.J.A.C. 5:26).“ to CAI’s petition challenging certain elements of the “Radburn” Regulations (N.J.A.C. 5:26). The DCA has agreed to make certain changes in response to the con- cerns and rejected others. The LAC and CAI-NJ’s Board are in the process of reviewing the DCA’s response with our attorneys and will soon announce the next steps to be taken in this process. Finally, we are pleased to announce that the Governor signed the Statute of Limitations bill (S396) that was written and supported by the LAC. The bill provides that the stat- ute of limitations for construction defect claims against the developer and those working on behalf of the developer is tolled until transition to unit owner control and was pro- moted in response to an unfavorable New Jersey Supreme Court ruling. n In addition, we have created a taskforce to examine the December temporary Fannie Mae and Freddie Mac underwriting guidelines that relate to safety and “significant deferred maintenance” at CICs. In that connection we are examining what action can or should be taken with regard to these requirements and their implementation by lenders and the approaches that are being used in answering these questionnaires. It should also be noted that on February 9, 2022, the Department of Community Affairs (DCA) responded

8

M A R C H 2 0 2 2

2022 CAI-NJ COMMITTEES

AWARDS COMMITTEE Mary Visco — Chair Annie Gonzales — Vice Chair Lindsay Bartlett-Cupples Neil Betoff

EDITORIAL COMMITTEE Carol Shenk — Chair Nicole Martone, CMCA, AMS, PCAM — Vice Chair Robert Arnone, CMCA, AMS Don Cabrera, CMCA Neeraj Chander

HOMEOWNER LEADERS COMMITTEE Vonetta Hawkins — Chair Howard Staum — Vice Chair Roslyn Brodsky Barbara Finn Charles Fredericks Lois Gerber Salvatore Gurriero

MEMBERSHIP COMMITTEE Nichole Gist — Chair Tara Baldwin, CPA — Vice Chair Lysa Bergenfeld, Esq. Megan Elgard Nikolaos Haralambopolous, CPA Kathleen Radler Brent Rivenburgh Stephen Roderick Nikki Schillaci Ken Shah Amy Shorter Rob Wurst Board Liaisons: Charles Lavine Chris Nicosia, CMCA, AMS, PCAM

Jeanine Clark Drew Cowley Kim Dempsey Rebecca Gavin Craig Gotilla

David Dockery, Esq. Jonathan Katz, Esq. Michael Mezzo, CPA, MBA Steven Morris, PE, RS Casey Sky Noon Drew Podolski, Esq. Robert Roop, PE

Keira Hauck Richard Lans Deana Luchs Cheryl Palent Ernie Standard Danita Susi Board Liaisons: Charles Lavine Robert Travis

Dan Jazwinski Lila Khiry Cirillo Christine Maldonado

Liza Mandelbaum Kari Prout, CMCA Eileen Szelewicki, CMCA Sandi Wiktor Board Liaisons: Jeffrey Logan Tony Nardone, MBA, PCAM Staff Liaison: Jaclyn Oskierko BUSINESS PARTNER COMMITTEE David Velasco — Chair Gregory Vinogradsky, Esq. — Vice Chair

Michael Ryan Sean Stevens Larry Thomas, PCAM Board Liaisons: Mary Barrett, Esq.

Staff Liaison: Robin Surgent NETWORKING EVENTS COMMITTEE Daniel Reilly — Chair Jessica Marvel — Vice Chair Donna Belkot Dean Catanzarite Diane Cody, CMCA, PCAM Lawrence Cullari Catherine Daly Frank Fasolo Gary Gleitman Freedom Hildreth Pam Illiano Richard Lang Laura McIntyre Debbie Pasquariello, CIC, CIRMS Nicole Skaro, CMCA Melissa Volet, Esq. Board Liaisons: Charles Lavine Carol Nickerson, CMCA Staff Liaison: Jaclyn Oskierko WOMEN’S LEADERSHIP COMMITTEE Martinia Heath, CMCA, AMS — Chair Lirelle Klein — Vice Chair Amani Abdellah Jamie Cullen Ellen Goodman Cara Landolfi Kristin Marzarella Gail McDermid Jennifer Nevins, CMCA Jennifer O’Brien Cheryl Rhine, CIC, CIRMS Christina Sanclimenti Carmen Reino Kasey Ronan David Ross Rachel Rutman Sal Sciallo

Staff Liaisons: Jaclyn Oskierko Robin Surgent LEGISLATIVE ACTION COMMITTEE (LAC)/PAC Matthew Z. Earle, Esq. — Chair Edward San George, PCAM — Vice Chair Jackie Thermidor, CMCA, AMS, PCAM — Secretary Joseph Chorba, CPA — Treasurer Elizabeth Comando, CMCA, PCAM — PAC President

Jeffrey Logan Staff Liaison:

Brooke Stoppiello-Nevins F.A.S.T. COMMITTEE Jessica Baker, Esq. — Chair Steven Kuhnert — Vice Chair Jonathan Cairone Chelsea Donnigan Eric Eggert, CIRMS Shelby Evans, CPA, CMCA

Thomas Asciolla Theresa Beckett Jordan Burkhalter Jennifer Carr George Caso Martinez Carrie Fusella Michael Kaminski Terry Kessler, Esq.

Andrew Podolski, Esq. — Vice President James Rademacher — PAC Committee Jennifer Alexander, Esq. Roslyn Brodsky Barbara Drummond, CMCA, PCAM

Kristi Evans Jessica Long

Will Meola Matt Rahn Zachary Richards Jose Romero Alex Sarandinaki Dharmi Shah

George Greatrex, Esq. Vincent Hager, CIRMS Mitchell Frumkin, RS Karyn Kennedy-Branco, Esq. J. David Ramsey, Esq. Lisa Rayca, CMCA, AMS John Reichart Alexander Scheffer, CMCA Carol Shenk Board Liaisons: Steven Mlenak, Esq. Robert Travis Staff Liaisons: Angela Kavanaugh Robin Surgent Richard Milder Cheryl Palent

Toni Licciardi Michael Luzzi Kim Manicone Donna Meyer Darric Mitchell Ben Mitrou Jason Sponzilli Perry Stavridis Jessica Vail Michael Vennitti Board Liaisons: Benjamin Basch

Peter Shine Erica Taras

Lauren Vadenais Kristy Winchock Board Liaisons: Benjamin Basch Kristina Munson, CMCA, AMS, PCAM Staff Liaisons: Brooke Stoppiello-Nevins Robin Surgent

Ryan Fleming Staff Liaisons: Jaclyn Oskierko Robin Surgent CONFERENCE & EXPO COMMITTEE Joe Bonafede — Chair Saher Gouda — Vice Chair Jay Burak Nicole Camarota, CMCA AMS Angela Celeste Ellen Comiski, CMCA

GOLF COMMITTEE Ross Rutman — Chair Fred Hodge — Vice Chair Chris Belkot

MANAGER COMMITTEE Vincent Rapolla, AMS — Chair Mary Barone, CMCA, AMS, PCAM — Vice Chair Michael Flippin, CMCA, AMS, PCAM Ashley Gray, CMCA Chuck Graziano, PCAM Anthony Nazzaro Bob Rogers, CMCA, AMS Elaine Warga-Murray, CMCA, AMS, PCAM Michelle Williams, CMCA, AMS Board Liaisons: Kristina Munson, CMCA, AMS, PCAM Carol Nickerson, CMCA

Harold Berlowe Robert DeSantis Keith Giliberti, RS Sal Iozzia Hank Johns Lisa Komitor Victoria Lazaro Cathy Mango Karl Meth, Esq. Paul Migliore

John Echelmeir Michelle Gitlen Shelia Green-Barnhill, CMCA Jessica Kizmann, CPA Scott Palmieri Priscilla Saint-Laurent Holly Teufel Jackie Thermidor, CMCA, AMS, PCAM Board Liaisons: Ryan Fleming Chris Nicosia, CMCA, AMS, PCAM Staff Liaison: Jaclyn Oskierko

Jaime Schneider Mariaellen Varelis Anne Yannarella Katie Zsamba Jill Zulin Board Liaisons: Mary Barrett, Esq. Kristina Munson, CMCA, AMS, PCAM

Wayne Napolitano Mike Polulak, Esq. Lisa Rayca David Salter David Shahrabani Jasmin Shelton Ryan Weiner Charles Witczak Paul Wojciechowski Board Liaisons: Steven Mlenak, Esq. Tony Nardone, MBA, PCAM Staff Liaison: Jaclyn Oskierko

Staff Liaisons: Jaclyn Oskierko Robin Surgent

Staff Liaisons: Jaclyn Oskierko Robin Surgent

9

M A R C H 2 0 2 2

CAI-NJ 2022 PARTNERS

FWH Associates, P.A. GAF Hill Wallack LLP Kipcon Inc. McGovern Legal Services, LLC mem property management, co, inc, PuroClean of Hoboken, Jersey City, Fort Lee PS&S, LLC Rezkom Enterprises, Inc. Taylor Management Company, AAMC, AMO

Alliance Association Bank Ansell Grimm & Aaron, PC Associa Community Management Corp., AAMC Becker BELFOR Property Restoration Brown & Brown Insurance of Lehigh Valley C & L Services Pavement Maintenance Corner Property Management, AAMC Denali Property Management, Inc.

The Falcon Group - Engineering, Architecture & Reserve Specialists

Technocality, Inc. WilkinGuttenplan

Accent Group Access Property Management Adamas Building Services All County Exteriors Amco Pest Solutions, Inc. Anchor Pest Control Becht Engineering BT, Inc.

FirstService Residential, AAMC Greenbaum, Rowe, Smith & Davis, LLP Griffin Alexander, P.C. Guardian Service Industries, Inc. Innovative Pressure Cleaning, LLC Jesan Construction and Maintenance JGS Insurance KPI2 Enterprises

Pacific Western Bank Pardini R. Construction Corporation PeopleFirst Property & Casualty Services Popular Association Banking Preferred Community Management Services, Inc., AAMC Quality 1st Contracting, Inc. Rainbow G & J Painting, LLC Regal Restoration USA Republic Services of New Jersey, LLC SageWater Servpro of Howell/Wall Stark & Stark Attorneys at Law USI Insurance Services Valley Bank Witczak Engineering

Buckalew Frizzell & Crevina LLP Capital One Bank N.A. New Jersey Clearview Powerwashing, LLC Cowley’s Termite & Pest Control Services Curcio Mirzaian Sirot, LLC Cutolo Barros, LLC Dior Construction, Roofing, and Siding Environmental Designers Irrigation, Inc.

Lemus Construction, Inc. L.N. Rothberg & Son, Inc. Mackoul Risk Solutions, LLC Morris Engineering, LLC National Contractors, Inc. National Cooperative Bank O & S Associates, Inc.

Accurate Reconstruction AR Management Company Design East, Inc. Eosso Brothers Paving Felsen Insurance Services, Inc.

Giordano, Halleran & Ciesla, P.C. Hueston McNulty, P.C. Landscape Maintenance Services, LLC Lawley Services MyPropertyBilling.com, LLC Radom & Wetter Attorneys at Law

Renda Roads, Inc. South Shore Construction, LLC STAR Building Services Two Men & a Mop, LLC Wilkin Management Group, Inc.

YOUR NJ-LAC & CA-PAC WORKING HARD PROTECTING THE INTERESTS OF COMMUNITY ASSOCIATIONS

Walk the halls of our capitol in Trenton and you see a lot of doors… doors to legislator’s offices… doors to committee rooms… doors to the Assembly and Senate chambers. It takes a lot to get through those doors. You’re not just invited in. You need a key. With a key you’re taken seriously. With a key, you get things done. THAT’S WHY CAI-NJ CARRIES THREE KEYS: • Your Legislative Action Committee (NJ-LAC): Your key eyes, ears, legs and voice in the legislative process. • Your Political Action Committee (CA-PAC): Your key contributions to support elected officials who aim to strengthen your community. • Your Professional Lobbyists: Your key, full-time pros retained by the LAC who know government’s ins and outs, advise us on who to see and when, and how to connect . WHAT CAN YOU DO?: • Take Action – Your voice is key! After meeting with elected officials and clarifying our position on pending legislation, we will alert you to the most crucial actions you can take. By calling or writing your officials, you ensure that your voice, and our agenda, is heard. • Give – Your donations are key! Supporting the PAC with your donations shows legislators that you’re serious, and that our cause counts. • Promote – Your personal influence is key! Talk about CAI-NJ’s legislative engagement in your community and business. Let fellow residents know that we’re fighting for them and their communities!

The keys only work with your support.

Make your gift to the CA-PAC today!

Yes, I’d like to support CA-PAC with a pledge!

PLEASE NOTE: Sorry, CA-PAC cannot accept credit cards. Please make your CORPORATE or PERSONAL CHECK payable and mail to: CA-PAC, 500 Harding Road, Freehold, NJ 07728

I AM A...

____ Community Association Manager. You represent a company or association who manages CAI-NJ communities.

____ Community Supporter. You represent a business that supports CAI-NJ communities with services or products.

____ Community Resident. You live in a CAI-NJ community and want to see it grow strong.

My Association/Management company is making a PAC gift of:

___ $250 ___ $500 ___ $1000 or $________

___ $100 ___ $250 ___ $500 or $________

My supporting business is making a PAC gift of:

I am personally making a PAC gift of:

___ $50 ___ $100 ___ $250 or $________

Community/Company: ________________________________________________________________________________________________ Individual Name:_____________________________________________________________________________________________________ MailingAddress:______________________________________________________________________________________________________ City, State, ZIP:______________________________________________________________________________________________________ Phone:_________________________________________________________Fax: ________________________________________________ Email:________________________________ Occupation:______________________ Employer:_____________________________________ Employer Address:___________________________________________________________________________________________________ City, State, ZIP:______________________________________________________________________________________________________

Sorry, CA-PAC cannot accept credit cards. Please make your CORPORATE or PERSONAL CHECK payable and mail to: CA-PAC, 500 Harding Road, Freehold, NJ 07728

Management Company Name: _________________________________________ (Community Association’s Only)

DO NOT INCLUDE MY NAME OR COMPANY ON THE LIST OF CA-PAC CONTRIBUTORS

The New Jersey Election Law Enforcement Commission requires us to collect and report the name, mailing address, occupation and name of the employer of contributors whose contribution exceeds $300 in a calendar year. Contributions to CA-PAC are not deductible for federal income tax purposes. Contributions are not limited to suggested amounts. CA-PAC will not favor nor disadvantage anyone based upon the amounts or failure to make PAC Contributions. Voluntary political contributions are subject to limitations of ELEC regulations. CA-PAC contributions are not considered payment of CAI dues. TO DONATE TO CA-PAC, SEND CONTRIBUTIONS TO : CA-PAC, 500 Harding Road, Freehold, NJ 07728

CHAPTER TRENDS

Sterling + Webster On February 1, 2022, Sterling National Bank offi- cially merged with Webster Bank, bringing together two established, high-performing companies to create an even stronger organization with more ways to support our clients and communities. “This combination pro- vides exceptional financial benefits and enables us to more aggressively invest in key businesses and activ- ities to enhance value for our customers, our com- munities, our shareholders and our bankers,” said John R. Ciulla, Chairman, President & CEO of Webster. Webster Bank is a value driven, leading regional bank providing business and consumer banking, mortgage, financial planning, trust and investment services. The new combined bank has over $60 billion in assets and will pro- vide an even more diversified set of financial solutions and products to consumer and commercial clients. The great news is their HOA and Property Management Banking team is stronger than ever and even more capable. mem property management Announces Integration of an ERP Solution mem property management recently announced the integra- tion of a new and customized cloud-based enterprise resource planning (ERP) solution to accelerate task and project man-

assigned task and notification and confirmation as soon as the issue is resolved. “This new software allows us to plan our project activi- ties, assign work, manage resources and collaborate with our team better to get things done faster and more effec- tively,” explains mem property management founder and CEO Martin Laderman, “we were able to find a software solution that was flexible enough to work with our existing systems.” “Our new software as a service will help mem property management create efficiencies by organizing milestones, ‘to do’ lists, and tasks to help us organize complex projects into easily manageable units,” says Laderman, “we invest heavily in technology that will help our residents and com- munities. We believe that integrating cloud-based project management software will allow our company to move faster and more effectively.” n • All submissions must come from and be about: - A member of CAI-NJ (Manager, Management Company, Board Member, Business Partner or Business Partner Employee) in good standing. • Companies/Communities are permitted four (4) announce- ments per calendar year. • Submissions are limited to 150 words. - Members are responsible to condense the information appropriately, as CAI-NJ will not do so. Any submissions over 150 words will not be published. • Submissions may include (1) image. • Submissions should not be advertorial in nature. Please note, CAI-NJ reserves the right to edit any submissions. The chapter reserves the right to omit information as necessary. CAI-NJ has the exclusive right to refuse to publish any submissions for any reason. For questions regarding the Chapter Trends section of Community Trends ® , please contact brooke@cainj.org or 609- 588-0030. Chapter Trends Editorial Guidelines

agement and enable better collaboration and between residents, employees, clients, vendors, or consultants. The software provides

state of the art tracking and e-notifications so individuals who escalate an issue or task will be able to see that the issue is being worked on, who is responsible for solving the

13

M A R C H 2 0 2 2

Jules C. Frankel Manager Education Assistance Program Community Associations Institute NJ Chapter 2022 PROGRAM

Jules C. Frankel was a long time member of CAI and was a key figure in the success and growth of our chapter. Jules was President of the New Jersey chapter in 2000. Jules also received the follow - ing awards from CAI-NJ: Speaker of the Year in 2003, Author of the Year in 2004 and the Jerry Fien Distinguished Service Award in 2015. Jules was inducted in the CAI-NJ Hall of Fame in 2003. Jules was a staunch advocate for manager education and training and was always willing to help with seminars and industry educational programs. The Jules C. Frankel Manager Education Assistance Program (MAP) was developed to assist New Jersey managers in the common interest community industry in furthering their educational and professional development goals. The MAP provides the opportunity to any CAI-NJ manager member in good standing to apply for a scholarship. CAI-NJ will provide a fifty percent (50%) reimbursement per course to selected managers for any of the 100, 200, or 300 courses offered by CAI. More than one award may be given per applicant. To view available virtual courses, visit the link below to schedule: CAI-NJ will be hosting the following courses in 2022: • Virtual Classes Schedule: https://www.caionline.org/LearningCenter/Education-for-Managers/Pages/default.aspx

All awards must be approved by the CAI-NJ Board of Directors. Accordingly, a submission does not guarantee any applicant assistance. Awards are at the sole discretion of the CAI-NJ Board of Directors.

Please review the attached guidelines and application. If you have any questions, please contact the CAI-NJ office at 609-588-0030 or info@cainj.org

2022 Jules Frankel Program.indd 1

1/18/2022 11:33:04 AM

14

M A R C H 2 0 2 2

Jules C. Frankel Manager Education Assistance Program Community Associations Institute NJ Chapter GUIDELINES AND APPLICATION PROCESS

AWARD: • The MAP awards a deserving candidate $250 per course (100, 200 and 300 level courses) towards the PMDP course of his/her choice. More than one award may be given during a calendar year. • The Scholarship Review Group will award scholarships once per year no later than April 29 th , 2022. • Scholarships must be used for PMDP courses offered by any CAI Chapter or CAI National. All courses may be in person or online. ELIGIBILITY: • At the time of the application and the reimbursement, you must be a member in good standing with the Community Associations Institute and the New Jersey chapter of CAI. • You must have attended at least 2 CAI-NJ events during the last 12 months. (in-person or virtual) • You may be asked to provide a follow up piece that will be printed in the Community Trends ® magazine that summarizes your experience with the MAP and the ways that it has allowed you to advance your professional goals. CAI-NJ reserves the right to modify any content prior to print. DEADLINES: • All applicants must submit entry no later than March 31 st , 2022 in order to be considered for a scholar - ship award. Selections will be made no later than April 29 th , 2022. PROCESS: • Interested candidates must fill out the attached application and answer the questions for review prior to dates. All entries must be typed and complete to avoid disqualification. Entries must be mailed to the chapter office or printed to PDF and emailed to info@cainj.org. • Anonymous essays are evaluated and award recipients will be selected by the Scholarship Review Group. Should there be a conflict on the committee (meaning that a company representative is evaluating an entry for the same company), that committee member will remove themselves from the process and not participate in the review/selection of the candidates. Since this is an anonymous process, the Chapter Executive Director will inform the Scholarship Review Group members of the conflict. • Selected managers must submit verification of course completion to the CAI-NJ office within 30 days of conclusion of the course to receive the scholarship reimbursement. • All classes must be completed by December 31 st , 2022. To apply, please visit www.cainj.org/map/ for details and for the application.

Community Associations Institute, New Jersey chapter 500 Harding Road, Freehold, NJ 07728 Tel: 609-588-0030 | Fax: 609-588-0040 Email: info@cainj.org

M A R C H 2 0 2 2 2022 Jules Frankel Program.indd 2

1/18/2022 11:33:04 AM

15

THE MANY ROADS OF ETHICS By Paula Santangelo, CMCA, AMS, PCAM Associa Mid Atlantic, AAMC

T he definition of ethics is a set of moral principles that govern an individual or a group’s behavior; rules of behavior based on ideas about what is morally good and bad. But what does that really mean? How does it translate into our professional careers? How do we navigate and balance that sometimes cloud- ed path with boards, owners, and vendors, and what if someone else’s idea of ethics is different from yours? What do you do? We all have been placed in ethical decision situations in our careers; you know it, you feel it right away, the visceral response to the request, you are uncomfortable, a little sweat on the palms? It starts with a simple request of, “Can you ask” or “Don’t ask or tell”. What happens next is reflective of how long you are in the industry. A tenured manager has learned, by experience, how to act and respond, how to stop and navigate the process,

and professionally let the requestor know this is outside the guidelines of ethical practices and/or the manage- ment contract’s tasks and responsibilities. The purpose of this article is to provide some remind- ers, paths, and options to the newer managers who are still gaining that knowledge and experience. The question or request will come verbally and in isolated situations; it’s important to first recognize the situation, then be able to stop the process, bump it up, include others, or reply in a way so the requestor understands you will not be acting on the request. The following are some effective ways to do just that: • I’ll need to include the other board members in that request. • Is it a quorum vote of the board?

CONT I NU E S ON PAGE 18

wildpixel/istock/Getty Images Plus

16

M A R C H 2 0 2 2

MANY ROADS... from page 16.

• I’ve not been asked that before and I’ll need to bump that to my supervisor for further directions. • The board will need to be included and know you asked me to pro- vide other proposal prices to you. • No, thank you, I cannot accept that gift from you because you were awarded the contract. Only the board awards contracts and I’ll need to make them and my super- visor aware of this offer.

“It’s hard and at times unpopular being the ethical barometer, but

Servicing: New Jersey • New York Pennsylvania • Connecticut

888-404-4321 www.accuratereconstruction.com Insurance Reconstruction Experts

we must remember we are always ‘the professionals’...”

• I’ll need to memorialize that request in writing, including legal counsel. • I’m sorry, I do not have the authori- ty to remove your fine, monthly fee, pay you for volunteering or grant that request; only the board does, and I’ll pass those requests along to your board and, let you know their reply. When someone asks you to bend the rules or be part of anything that is right up against that ethical line and for whatever reason you make it

Returning families to their homes since 1985

To Advertise Call 888-445-7946 or email info@brainerdcommunications.com.

CONT I NU E S ON PAGE 20

18

M A R C H 2 0 2 2

SAVE THE DATE!

Tuesday, June 14, 2022 Forsgate Country Club 375 Forsgate Drive | Monroe Twp., NJ

Presented By

Stay tuned on www.cainj.org for details coming soon!

“... the decisions we make not only impact us, but they also impact our companies, the Community Association industry, and at times wind up on social media and the news.”

MANY ROADS... from page 18.

happen, they will be immediately happy, but what they will now believe is you have always done that and will do it for everyone. It’s hard and at times unpopular being the ethical barometer, but we must remember we are always “the pro- fessionals” and have an obligation and responsibility to set the standards. Also, the decisions we make not only impact us, but they also impact our companies, the Community Association industry, and at times wind up on social media and the news. We control our ethics and reputations, and they are our calling cards. They can only be changed with our permission. Even the perception of impropriety changes how we are viewed, and it’s a long road back. As members of CAI, it’s important to offer them an additional information resource and support system for guidelines and policies. CAI created and published a Professional Manager Code of Ethics which lists 15 guide- lines. Some of those guidelines are below: • Comply with laws and practices • Fulfill duties

• Act in the best interest • Exercise due care • Disclose relationships • Professionally conduct themselves at all times

• Not engage in any form of anti-competitive conduct You can get the complete list by visiting CAI online at www.caionline.org. The Community Management industry, led by Community Associations Institute (CAI), is a great, challenging, and ever-growing industry. It is spearheaded by community association managers, management companies, board members, and vendors who are involved and dedicated to making a difference and being a part of the forward movement of our industry. n

Extraordinary Services. Exceptional People. Preferred Community Management Services

PCMS

• 24 Hour Emergency Service • Work Order Tracking • Vendor Management • Leadership Guidance • Training For Board Members

Our Services:

FINANCIAL MANAGEMENT

We Customize A Management Program Tailored To Your Community

PROPERTY MANAGEMENT

35 Clyde Road Ste 102 Somerset, NJ 08873 732.873.1258

Over 30 Years Experience

SITE MANAGEMENT

2430 Butler Street Ste 164 Easton, PA 18402 484.291.1330

Glen A. Masullo, CMCA, PCAM

Email: info@ pcmsus.com • Web: www.pcmsus.com

20

M A R C H 2 0 2 2

Presentedbythe CAI-NJWomen’sLeadershipCommittee 2022 CONQUER+CONNECT WEDNESDAY, APRIL 6, 2022 | 8:00AM TO 4:30PM HYATT REGENCY PRINCETON, 102 CARNEGIE CENTER, PRINCETON, NJ 08540

Live & In Person for 2022 - Join us as we celebrate and learn from the women in our industry as we host a full day of programs that support, encourage & help define what leadership means to you. Gentlemen, you’re strongly encouraged to participate too!

SPONSORED BY

All Registrations Include: A full day pass to all education programs, swag bag and giveaways, entry ticket for door prizes, directory listing of all attendees in program, breakfast & lunch, access to vendor tables, and five (5) hours of continuing education credits, pending approval.

Payment Methods: 1. Pay by check, payable to CAI-NJ. Mail completed form and payment to:

Name/Designation: 1. __________________________________ Company: ___________________________________________ Address: ____________________________________________ City, State, Zip:________________________________________ Phone: ______________________________________________ Email:________________________________________________ ______ Tickets (per person). $_________ Total Cost Members [$95] Non-Member [$185] Ultimate Partners receive (1) one complimentary registration Please complete all the requested information below for each attendee (will be included in the event program) 2. Name & Designations:___________________________________ Company: ______________________________________________ Email:__________________________________________________ 3. Name & Designations:___________________________________ Company: ______________________________________________ Email:__________________________________________________ Please note: each registrants name, company and email address will be provided to all attendees in the event program.

CAI-NJ, Attn: Conquer + Connect Retreat 500 Harding Road, Freehold, NJ 07728

2. Pay by credit card: Cardholder Name: _____________________________________ Card Number: ________________________________________ Exp. Date: ____________________ Sec.:___________________ Signature*: __________________________________________ Billing Address: _______________________________________ City:__________________ State:__________ Zip:_____________ *Cardholder acknowledges receipt of goods and/or services in the amount of the total shown hereon and agrees to perform the obligations set forth in the cardholder’s agreement with issuer. By registering for a CAI-NJ event, the registrant acknowledges that they are responsible to pay the full registration fee at the time of registration. Registrations will not be processed until all previous outstanding balances are paid in full. Cancellations must be made by March 23rd for a refund to be provided. Swaps can be made at any time. Please email your registration form to Jaclyn Oskierko, Director of Conference & Events at jaclyn@cainj.org.

In order to attend a CAI-NJ sanctionedmeeting, programor event, guests must adhere to the following COVID-19 attendance guidelines: 1. Must provide proof of COVID-19 Vaccination, along with a photo ID, at the check-in table for chapter meetings and events. Current- ly, the Center for Disease Control (CDC) defines fully vaccinated as two (2) doses of the Pfizer orModerna vaccines or one (1) dose of the Johnson and Johnson vaccine two weeks prior to attendance. Refer to the CDC guidelines for updates onwhat is accepted as fully vaccinated, OR 2. Provide proof of a negative PCRCovid-19 test takenwithin 72 hours of arrival on-site, along with a photo ID.The test must be admin- istered by amedical professional, presented on official paperwork, and not be self-administered. 3. Wearing amask is strongly encouraged CAI-NJ advises that for training, marketing or other purposes, this event may be recorded, videotaped and/or photographed. By attending this event, the registrant(s) consents to the use of his/her image by CAI-NJ and agrees to waive any claim for the use of his/her image, including without limitation, the appropriation of his/her image for commercial purposes or the invasion of his or her privacy.

PLEASE NOTE: ALL PARTICIPANTS MUST FILL & SIGN OUR COVID RELEASE WAIVER. IF YOU ARE REGISTERINGMORE THAN ONE PERSON, EACH PERSON ATTENDINGMUST FILL & SIGN SEPARATELY.

HOVER YOUR PHONE CAMERA OVER THE

QR CODE FOR COVID WAIVER

2022 CONQUER+CONNECT ScheduleofEvents 7:00 am to 8:00 am Tabletop Sponsor Set Up 8:00 am to 9:00 am Registration & Tabletops Breakfast Buffet & Opening Remarks 9:00 am to 10:00 am Education Opening Session 12:00 pm to 1:00 pm Afternoon Education 1:00 pm to 1:45 pm Tabletops & Mingling 1:45 pm to 2:45 pm Education: Two Tracks 2:45 pm to 3:00 pm 15 Minute Break 3:00 pm to 4:00 pm Boss Lady Panel 4:00 pm to 4:30 pm 10:00 am to 10:30 am Tabletops & Mingling 10:30 am to 11:30 am Education: Two Tracks 11:30 am to 12:00 pm Lunch Buffet Schedule is subject to change

Closing Remarks & Door Prizes

Education

9:00 am to 10:00 am Communication Skills for Improved Relationships in Life and Business (Main Ballroom) Presented By: Nicole Pace-Addeo, M.A - Nicole is an award-winningmarketer and professional public speaking coach.

This workshop will include several tips and tricks to make you a better communicator. Brush up on the basics that many people often forget when it comes to listening and thinking before we speak. You’ll also learn about the sender-receiver model, listening skills, the 7 C’s, networking and much more. 10:30 am to 11:30 am Guts & Glory: Stand up for Yourself, Face Adversity and Revel inYour Success (Wilson Suite) Presented By: Caroline Record, Esq. - Hill Wallack, LLP, Jennifer Nevins, CMCA - PS&S, LLC, Lisa Vitiello, CPA - Towne & Country Management, Inc. This inspiring presentation will leave attendees with key takeaways in creating the career you want. The esteemed group of profes- sionals will discuss the importance of understanding your value and using your value to sell yourself rather than selling yourself short. Using industry and professional experience, the panel will discuss topics such as:

• Navigating Adversity: Getting to the Top and Staying There • Setting and Achieving Goals by Manifesting your Success • Not Allowing Pitfalls to Set You Back: Picking Yourself Up Off the Floor and Moving Forward • Basking in Your Glory: Being Proud of Your Achievements and Stop Apologize for Them

OR

Impromptu Speaking for Success (Princeton Suite) Presented By: Nicole Pace-Addeo, M.A

You’ll learn proven skills and solid tactics to survive unexpected presentations with little or no preparation time... respond smoothly when asked to make a few impromptu remarks... and never skip a beat when your audience starts drilling you with tough questions – also a great skill to have in the real world! Practice speaking on your feet in this interactive workshop. *This is an interactive seminar and will require participation and possible public speaking.

12:00 pm to 1:00 pm FinancialWellness (Main Ballroom) - Sponsored by Alliance Association Bank

Presented By: KimCole, Community Engagement Manager & Certified Financial Educator, Navicore Solutions - Kimberly is a certified financial educator and has been providing financial education for 20 years. Kimhas been featured on television shows such as Caucus New Jersey and News 12 NJ as well as Time Magazine, USA Today and Bankrate, just to name a few. Financial Wellness is rooted in financial education. Kimwill be presenting on the topics of financial wellness and financial stress. The link between health and financial security has been proven many times. The financial wellness workshop will help the audience find the actual cause of their financial stress and provide the financial education necessary to be able to manage that stress.

Topics Include: •

Proper Goal Setting

• How Organizing Your Finances Can Relieve Stress • The Best Ways to Tackle Debt That is Weighing You Down

1:45 pm to 2:45 pm Diversity & Inclusion (Wilson Suite) - Sponsored by Corner Property Management, LLC, AAMC Presented By: Vonetta Hawkins - Society Hill at Somerset III, Chair- CAI-NJ Homeowner Leader Committee, Senior Business Growth & Strategy Consultant Diverse Segments, Wells Fargo Home Mortgage Diversity, Equity and Inclusion are embedded in everything we do as a business, and when embraced and championed by businesses the outcome is growth. During this session, you will learn the meaning of Diversity, Equity and Inclusion and how to have courageous conversations. In addition, we will discuss the importance of DEI and the impacts it has on Homeowner Associations. We will then conclude the session with a discussion around the importance of allyship and ways to advocate. This session will be fun and energetic, yet extremely impactful and it will also create a vehicle for everyone to learn and grow. The Power of No: Setting Boundaries with Colleagues and Clients (Princeton Suite) Presented By: Jessica Baker, Esq. - Hill Wallack, LLP., Megan Elgard - The Falcon Group - Engineering, Architecture & Reserve Specialists, Lauren Vadenais - Rezkom Enterprise, Inc., Moderated by Chelsea Donnigan - Webster Bank ‘The Power of No’will be a panel discussion with three experienced, accomplished young female professionals with a moderator of the same propensity. These women have acquired years of industry knowledge and have learned how to aptly navigate setting boundaries while simultaneously working to establish their careers and make their mark. This session will help individuals at any stage in their ca- reer learn how and when to say ‘no’ in professional settings, while also casting light on the challenges people of all ages in this industry face. Presented By: Liz Comando, CMCA, PCAM - Taylor Management Company, AAMC, AMO, Nancy Hastings, CMCA, AMS, PCAM - AssociaMid-At- lantic - King of Prussia, AAMC, Louise Krinsky - Access Property Management, Inc., AAMC, KristinaMunson, CMCA, AMS, PCAM - RCP Man- agement Company, AAMC, AMO, Elaine Warga- Murray, CMCA, AMS, PCAM - RMG, Regency Management Group, Inc., AAMC, Moderated by Martinia Heath, CMCA, AMS - Corner Property Management, LLC, AAMC The signature program of the Conquer + Connect Retreat, featuring a group of female powerhouses of the community association industry, is a must-see event! Join us as some of the top female management company leaders will talk about their experience in the industry, how they got started, share some stories and give pointers to help you grow in your career. OR 3:00 pm to 4:00 pm Boss Lady Panel (Main Ballroom)

See what attendees said about the Boss Lady Panel in 2021! - “I genuinely benefited from the Boss Lady Panel... hearing their real stories is inspiring!”- Anonymous