COMMUNITY


ASSOCIATION BANKING


FINANCIAL STRENGTH MEETS INDUSTRY EXPERIENCE.


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


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


1971 E. 4th Street, Suite 280 • Santa Ana, CA 92705 Tel: 714.479.1022 • Fax: 714.479.1026


Email: office@caioc.org • website: www.caioc.org Article Submissions: OCView@caioc.org


2025 BOARD OF DIRECTORS


PRESIDENT Dave Potter, CMCA, AMS


PRESIDENT-ELECT Mike Perlof, CMCA


VICE PRESIDENT Julie Carter, CMCA, AMS, LSM, PCAM


TREASURER Chris Calano


SECRETARY ShawnMarie Ward, CMCA


DIRECTORS Russell Carpe


Brittany A. Ketchum, Esq. Megan Pilon Angela Weiss


Diane Weissberg


IMMEDIATE PAST PRESIDENT Robert Spillar


CO-CHAIRS AND EDITORS-IN-CHIEF David Rainer, CMCA Daniel Heaton, Esq.


PUBLICATIONS COMMITTEE Sean Andersen, RS


Jay Aguilera, CMCA, AMS, PCAM Michael Berg, CMCA, CIRMS Denise D. Iger, Esq. Janet Newcomb, CBL Jacqueline Pagano, Esq. Anne Rawlinson, Esq. Candice Scanlon Robert Ward, Esq. Richard Williamson


CAI-OC STAFF


Executive Director Denise Kennedy


Marketing & Publications Coordinator Christine Bailey


Membership & Events Coordinator Brandon Nguyen


Accounting & Event Administrator Yesenia Velasquez


OC View is a bi-monthly publication of the Orange County Regional Chapter of Community Associations Institute prepared expressly for association leaders, managers and other related community association professionals. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is issued with the understanding that the publisher is not engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.


The views expressed and the accuracy of the facts presented in OC View are those of the authors and are not necessarily endorsed by CAI or the Publications Committee. Authors are encouraged to submit articles for publishing consideration.


Acceptance of advertising in OC View does not constitute an endorsement of the advertised products or services by CAI.


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


Permission to reprint articles is hereby granted provided: 1. Notice is given CAI at 714.479.1022 2. Proper credit is given as follows: “Reprinted from OC View; copyright by CAI, Orange County Regional Chapter, all rights reserved.”


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Prendiville Insurance Agency Fiore, Racobs & Powers, APLC


Westpark Maintenance District


FirstService Residential, AAMC DeNichilo Law, APC


Association Reserves – Orange County StoneKastle Community Management Berg Insurance Agency


Iger Wankel Bonkowski, LLP Springhurst Townhomes HOA Roseman Law, APC Whitney | Petchul


Lakeglen Maintenance Association Adams | Stirling PLC


Citrus Square Community Homeowners Corporation CAI - ORANGE COUNTY REGIONAL CHAPTER The official publication of the


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March | April 2025


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