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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


2024 BOARD OF DIRECTORS


PRESIDENT Robert Spillar


PRESIDENT-ELECT Dave Potter, CMCA, AMS


VICE PRESIDENT Mike Perlof, CMCA


TREASURER Chris Calano


SECRETARY Angela Weiss


DIRECTORS Teresa Agnew Russell Carpe


COMMUNITY ASSOCIATION BANKING


Your experts in the HOA industry.


With First Citizens Community Association Banking, formerly part of the bank’s CIT division, you can count on the experts you know. And as one of the nation’s top 20 banks, we offer market-leading products matched with award-winning1 to help you reach your goals.


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Contact me to learn more: Jolen Zeroski Vice President, Regional Account Executive jolen.zeroski@firstcitizens.com 213-604-1746


Julie Carter, CMCA, AMS, PCAM Brittany A. Ketchum, Esq. ShawnMarie Ward, CMCA Diane Weissberg


IMMEDIATE PAST PRESIDENT Angie Adams, CMCA, AMS, PCAM


CO-CHAIRS AND EDITORS-IN-CHIEF David Rainer


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. Bob Spillar


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.


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We received a 2022 FinTech Breakthrough Award for Best B2B Payments Platform. ©2023 First-Citizens Bank & Trust Company. All rights reserved. MM#13173


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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.


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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Pierhouse Condominium Association Lake Forest Community Association Beaumont Tashjian Vintage Group


Fiore, Racobs & Powers, APLC Pacific Coast Management, Inc.


FirstService Residential, AAMC Nordberg | DeNichilo, LLP


Association Reserves – Orange County StoneKastle Community Management Berg Insurance Agency


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


Westpark Maintenance District


San Lorenzo & Stadium Lofts Community Associations


CAI - ORANGE COUNTY REGIONAL CHAPTER The official publication of the


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September | October 2024


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