COMMUNITY


ASSOCIATION BANKING


FINANCIAL STRENGTH MEETS INDUSTRY EXPERIENCE.


Key takeaways included: 1. Preparation for Productive


At First Citizens Community Association Banking, we understand your unique industry.


Meetings - Speakers outlined


techniques for efficient meeting management, ensuring that all participants contribute effectively to the meeting’s goals.


2. Effective Vendor Management - Emphasis was placed on creating strong vendor partnerships and defining clear expectations to ensure reliable service.


3. Execution of the Annual Calendar - Speakers highlighted the importance of planning yearly tasks well in advance to reduce stress and maintain smooth operations.


4. Streamlined Communication - Strong communication channels were recommended to foster transparency and responsiveness within communities.


5. Navigating “Internet Lawyer” Situations - Panelists offered advice on handling situations where residents might challenge decisions based on information found online, underscoring the importance of transparency and education.


This event emphasized the role of proactive planning and education in advancing a successful career in community management. By implementing these strategies, managers can anticipate challenges, foster strong relationships with vendors and residents, and enhance the overall functioning of the communities they serve.


The collective wisdom shared at the event serves as a valuable resource for those of us striving to make a positive impact.


Thank you to CAI-OC and the speakers for a session filled with actionable insights.


CAI Orange County Chapter Community Manager Support Committee


© 2024 First-Citizens Bank & Trust Company. All rights reserved. MM#15656


It’s why we match market-leading products with a relationship-based approach to banking designed to help you reach your goals.


First Citizens Bank. Forever First.®


Jolen Zeroski, VP Regional Sales Offi cer jolen.zeroski@fi rstcitizens.com 213-604-1746


FIRSTCITIZENS.COM/CAB


www.caioc.org


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