7:30 a.m. Registration & Exhibit Hall Opens


8:00 a.m. Espresso Cart


Sponsored by Agynbyte, LLC & Tatley-Grund, Inc.


8:30 - 9:45 a.m. Concurrent Sessions: 1A WUCIOA: Why U Care: It Obligates Associations! Panel: Duncan Kirk, CIC, CIRMS, HUB International NW, Cathy Kuhn, CPA, Newman & Company CPA, Joe McCarthy, Esq., Stoel Rives, LLP, Brian McLean, Agynbyte, LLC, Jim Talaga, RS, Association Reserves Washington, LLC & Theresa Torgesen, Esq., Sound Legal Partners, PLLC


What is “WUCIOA”? (“Wuh KI uh wa”) The Washington Uniform Common Interest Ownership Act was adopted this year with an effective date of July 1, 2018. It will govern all “Common Interest Communities” created after that date and provides an opportunity for existing communities to “opt in”. There are also changes that automatically apply to existing communities, so everyone in the industry will benefit from learning more about WUCIOA. Join us for a discussion about the major changes to current laws, find out why your association might consider “opting in” to WUCIOA, and get answers to your questions from members of the association management, legal, reserve specialist, finance, and insurance professions. Our panel of seasoned presenters will keep you entertained while providing important information and insight about the effect of WUCIOA on the communities you live in or work with.


1B Mandatory Maintenance Staying NW Healthy Presented by Kent Daniels, Integrity Group and Tiffany Weed, CMCA, AMS, Association Services, AAMC, CWD Group, Inc., AAMC


The presenters will discuss the challenges of maintenance in the Northwest from dryer vents to roofs and how to prevent deferred conditions within your community. Gain insight into the impacts of deferred maintenance as well as potential current/ future liabilities the association may be creating, how to identify maintenance needs and concerns, building components costs and lifespans, pursuing a professional team to provide the correct information for financial planning and budgeting, and how to build healthy, happy communities.


1C Democracy in Community Associations Presented by Paul D. Grucza, CMCA, AMS, PCAM


Oftentimes, residents move into their new communities with a belief that they can continue all the things they did before they bought their condo unit. The reality is that life inside a condo is a give and take – and it impacts the board and their governance and the members and their activities. We’ll explore the elements of democracy that impact both sides of this equation and provide tips and guidance on making the overall condominium experience far better for the board and more understandable for the residents!


1D Emotional Support Chickens and Other Tales From the Brave New World of Fair Housing Presented by Anthony “Tony” Rafel, Esq. & Timothy Feth, Esq., Rafel Law Group PLLC


Federal and state laws prohibit discrimination in the terms and conditions of housing. Most people have heard of “fair housing” and know that housing providers are not permitted to discriminate on the basis of race, religion, disability, sexual orientation, family status, or other protected status. But the devil is in the details – what protections are these “protected classes” entitled to receive and how must a board or a manager of a condominium or homeowner association respond to particular requests? Simply trusting one’s intuition and sense of what is “fair” can be a very dangerous practice, and once an association is sued there is no winning even if the case is ultimately resolved in the association’s favor. This presentation will expose the requirements of Fair Housing law in community associations with a particular focus on the rules requiring reasonable accommodation of disability and governing 55+ communities. What can the board do to prevent sham requests for emotional support animals? When must the board grant an owner a preferred parking space? What information can the board request and require before granting an accommodation? When is a reasonable modification required, and who has to pay for it? Are special accommodations required for persons with a hoarding disorder? Can associations prevent children from using the common elements, or restrict access? Come explore the answers to these questions and more as we discuss best practices related to Fair Housing.


1E ‘Cat Fights’ and Disputes Between Individual Owners Presented by Ken Harer, RS, CCAL, Condominium Law Group


What are the association’s obligations and options disputes between individual owners? Boards are often asked to discipline one owner at the request of their


neighbor. We will discuss the boards duty to investigate (if any) and whether it must determine if a violation exists. We will discuss the board’s ability to facilitate a compromise between owners, as opposed to its obligation to enforce one owners’ rights against another owner. We will discuss individual owners’ legal rights to enforce the governing documents independently, which allows boards to decline to enforce questionable claims by one owner against another. Suitable for all community types. Tree/view disputes will be covered.


9:45 - 11:15 a.m. Exhibit Hall and Refreshment Break


Refreshments Sponsored by Allana, Buick & Bers, Inc., Charter Construction, Improcon, Leahy Fjelstad Peryea, PRIME and Superior Cleaning & Restoration


11:15 a.m. - 12:30 p.m. Concurrent Sessions:


2A Major Repairs Don’t Have to Be a Major Pain: A Step-By-Step Guide to Completing and Funding Large-Scale condominium Projects Presented by Nate Basich, Eagle Home Mortgage, Kris Eggert, Evolution Architecture, Kris Gjylameti, Mutual of Omaha Bank, Elena Neely, My Seattle Realty & Allison Peryea, Leahy Fjelstad Peryea


A panel of five industry experts will walk audience members through each step of the major repair process. Attorney Allison Peryea will discuss association notice and voting requirements and other governing document compliance tasks, in addition to addressing considerations with respect to contract review. Kris Gjylameti will discuss an association’s options for financing the project. Loan Officer Nate Basich will discuss individual owner options for financing their portion of any special assessment. Kris Eggert will discuss the project management aspects of the repair. Finally, Elena Neely will discuss the value increase to individual units associated with the completion of a major repair project.


2B Essential Skills for Board Members Presented by Julie Adamen, Adamen, Inc.


Somehow, you found yourself on the board of directors of your condominium or HOA and guess what? No one gave you a manual! Thankfully, this session has great tips and advice to move your board and community away from dysfunction like unproductive board meetings (that go on forever), lack of direction or interpersonal conflicts and towards a positive future where community goals can be achieved through clarity of mission, teamwork, humor and grace. This fun and interactive session is authored and presented by Julie Adamen, known for her knack for bringing clarity to challenging situations facing boards and managers. She’s funny, too!


2C Enforcement of CC&Rs - Sticking to Your Guns Without Shooting Yourself in the Foot Presented by Theresa Torgesen, Esq., Sound Legal Partners, PLLC & Sacha Copeland, PCAM, The Copeland Group, PCAM


When it comes to enforcement of governing documents, striking the right balance between too much and not enough can be challenging. For board members and managers, it’s a thankless job and nearly impossible to please everyone. We hope to make it easier for you by simplifying complicated legal aspects and providing practical methods and procedures you can use to avoid common enforcement problems. By sharing real life examples and lessons learned, we’ll explain the most effective ways we’ve discovered to deal with enforcement challenges. You’ll leave knowing how to stick to your guns without shooting yourself in the foot.


2D Protecting Association Funds Presented by Nick Anderson, Columbia Bank & Jeremy Newman, CPA, Newman & Company


As a board member or manager, how do you help protect association funds? Nick Anderson, Columbia Bank’s SVP and commercial banking team leader will provide practical advice and tips for how associations can use the tool – Demand Deposit Marketplace (DDM) – to protect association funds. Mr. Anderson will walk participants through the definitions, needs and processes of the DDM program and how it can be utilized by any and all associations in the State of Washington. The presentation is designed to teach the proactive steps necessary to obtain high levels of FDIC-mandated protection and to provide association leadership with peace of mind regarding their funds.


Jeremy Newman, CPA, will discuss 1) Questions to ask, and red flags to be aware of, when reading the Board’s monthly financial package, 2) The “10 commandments of Internal Control” 3) CAI guidelines for cash/investments and 4) Fraud prevention techniques. You will leave with an understanding of the financial management tools necessary, to help protect association funds.


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