CT August 2026

Sponsored By

FLOOR OPENS – OPENING WELCOME BY CAI-NJ PRESIDENT & CHAPTER EXECUTIVE DIRECTOR COMPLIMENTARY BREAKFAST AVAILABLE $1,000 PRIZE DRAWING Schedule of Events

8:00 AM 8:00 AM - 9:30 AM 9:00 AM 9:15 AM - 10:00 AM

Morning Education 1: Destination: Financial Transparency. Navigating Audits, Reserve Funding, and Financial Governance in Today’s Changing Regulatory Environment - Learn how to navigate the HOA audit process with confidence, from planning and document preparation to financial reporting and tax compliance. This session explains what auditors look for, common issues that can delay an audit, and best practices for ensuring a smooth review. Attendees will also explore how reserve funding, board governance, documentation, and evolving regulations affect an association’s financial health. Perfect for board members and community managers looking to strengthen financial oversight and promote greater transparency. Presented by: Jordan Burkhalter, CPA and Mohammed Salyani, CPA, WilkinGuttenplan Morning Education 2: Destination 2030: Your Passport to the Future of Community Management- Explore the future of community association management as industry experts discuss how technology, AI, evolving legislation, and changing homeowner expectations are reshaping the profession. This interactive panel will examine emerging trends in governance, communication, reserve planning, cybersecurity, automation, and strategic leadership. Attendees will gain practical insights, real-world perspectives, and forward-looking strategies to help their communities adapt and thrive in an ever-changing landscape. Perfect for board members, community managers, and industry professionals preparing for what’s next. Presented by: Tanna Bucca, Esq., Becker, Jennifer O’Brien, CMCA, Taylor Management Company, AAMC, AMO, Cheryl Rhine, CIC, CIRMS, EBP, USI Insurance Services, and CINC $1,000 PRIZE DRAWING COMPLIMENTARY LUNCH AVAILABLE Afternoon Education 1: Passport to Protection: Exploring Insurance Premiums - Demystify the complex underwriting process behind community association insurance. This session pulls back the curtain on how commercial insurance carriers analyze, evaluate, and ultimately price risks for condominium associations. Participants will explore the dual pillars of property and liability coverage, gaining a clear understanding of the specific risk levers that drive premium fluctuations. Presented by: Thomas Cassa, GNY Insurance Afternoon Education 2: Avoid Turbulence: Sizing Your Staff, Balancing Budgets, Risk and Resident Expectations - Learn how to build an effective staffing model that balances resident service, operational efficiency, and budget goals. This session explores practical strategies for evaluating staffing needs across maintenance, operations, concierge, and support roles while addressing the challenges of rising labor costs and evolving resident expectations. Attendees will gain actionable insights on workforce planning, performance measurement, technology, and scalable staffing solutions to support long-term success. Perfect for property management professionals and operations leaders looking to optimize team performance. Presented by: Daniel Reilly, Planned Companies

10:15 AM 11:30 AM - 1:00 PM 12:15 PM - 1:00 PM

1:00 PM 1:30 PM 2:00 PM 2:05 PM 2:15 PM - 3:00 PM

$1,000 PRIZE DRAWING & MANAGER’S ALL ACCESS PASS DRAWING PASSPORT TO PRIZES GAME DRAWING FLOOR CLOSES $1,000 PRIZE DRAWING - IN EDUCATION SPACE

Legislative Update from NJ-LAC – Navigating New HOA Legislation in NJ - Stay ahead of legal changes affecting New Jersey HOAs in this legislative update from the New Jersey Legislative Action Committee (NJ-LAC). Learn how new laws impact governance, elections, finances, and building safety. Understand key advocacy efforts and how the legislative process works. This session simplifies complex updates and provides tools to lead with confidence during times of change. Perfect for board members, managers, and community leaders who want to stay informed, protect their communities, and engage in the advocacy process. Presented by: The New Jersey Legislative Action Committee (NJ-LAC)