ACCOUNTING ISSUES IN COMMUNITY ASSOCIATIONS
June 24, 2009

INSTRUCTORS:

DONALD W. HANEY, CPA, MBA, MS(Tax) - Haney Inc, Certified Public Accountants - www.haneyinc.com

Mr. Haney is the president and CEO, of Haney Inc, Certified Public Accountants, based in Roseville, California. His firm was founded 31 years ago to fill a need for CPAs to perform auditing and tax services in the booming California community association industry. He is an author, presenter, expert witness, and trainer at the local, regional and national levels on community association accounting, major repair and replacement reserve forecasting, and budgeting. He is a consultant on operations and governance matters for common interest communities.

His background includes founder and board chairman of Sunrise Bank, Senior Vice President, CFO of Security National Bank, Senior Management Consultant for KPMG, Senior Account, Price Waterhouse Cooper, as well as an accountant for Aero Jet General.

Mr. Haney has given extensively of his time and knowledge to his community as a founder and board member of CFO, Youth Golf Association and as a board member and finance chair of a large non-profit hospital system.

Education & Professional Qualifications
Certified Public Accountant, MBA-Administration and Policy from the University
California, Berkeley, MS (Tax) Golden State University, BS in Management from California State University, Sacramento, life time teaching credential from California Community College (CSU), Certificate – Train the Trainer, CSU, Sacramento, and Instructor Golden Gate University MBA program. In addition to his extensive accounting education, Mr. Haney has pursued interests in communication arts & sciences, non-profit organization governance, conflict resolution and computer sciences.

Community Association Industry Service
Member and Past Chair, ECHO Accountants Resource Panel
Past President, Community Association Institute (CAI) California North Chapter
Past Chairman, CAI National Accountants Committee
Founding Associate, California Association of Community Managers

Advanced Accounting Issues in Community Associations Presentation on June 24, 2009

 

JOHN D. BOEKWEG, CPA, MBA - HEB Certified Public Accountants - www.hebsolutions.com

Mr. Boekweg is a partner in the firm of HEB Certified Public Accountants where he has over fourteen years of audit and accounting experience specializing in common interest realty associations. He is responsible for the management, coordination, and quality control of all audit and accounting services of the firm. Duties include audit fieldwork, report writing, staff supervision and training.

Education
B.S. Accounting, Brigham Young University
MBA, Utah State University

Professional Affiliations and Activities
Current Board Member and Immediate Past-President, Utah Chapter Community Associations Institute.
Member: American Institute of Certified Public Accountants, Utah Association of Certified Public Accountants, and Nevada Society of Certified Public Accountants.
Licensed Certified Public Accountant, States of Utah, Idaho, Nevada, and Oregon.
Item Writer for the Uniform CPA examination.

 

TERRI YECKLEY, CFA – Senior Vice President – Wealth Management; Senior Investment Management Consultant - www.fa.smithbarney.com/terri_yeckley/

Terri Yeckley has been with Smith Barney since 1993.  In addition to her undergraduate degree in English from North Dakota State University, she holds an MBA degree with an emphasis in finance from the University of Utah.  In 1991, she received the designation of Chartered Financial Analyst while working for Philips NV.  With more than $150mm under management, Terri’s practice is focused on meeting the needs of high net worth families, including many business owners, along with foundations and non-profit organizations.  Terri currently serves on the board of the Ronald McDonald House Charities and on the Planned Giving Committee for the University Of Utah College Of Health Sciences.  In 2002 she was honored by the Salt Lake Chamber of Commerce and Utah Business magazine as one of Utah’s “top thirty women on the move.”

---

COMMUNITY ASSOCIATION LIABILITY INSURANCE & RISK MANAGEMENT
May 28, 2009

NATIONALLY KNOWN INSTRUCTORS:

JOEL MESKIN, ESQ., CIRMS – McGowan & Co., Inc. - www.mcgowaninsurance.com

Mr. Meskin is VP Community Association Products McGowan & Co., Inc., a leading provider of Community Association and Property Manager Insurance Products nationwide. For 15 years he was a trial attorney specializing in insurance coverage and related litigation.

Joel has insured over 50,000 community associations nationwide. He has produced insurance policy products and engaged in risk management. He lectures to organizations and associations nation-wide about homeowner association related insurance issues: fraud, claims, property manager claims, and association risk management. He has authored numerous articles and papers published in Rough Notes, New York Times, New England Condominium Magazine, etc.

The Claim Has Landed - Now What? Article by Joel Meskin

 

CLIFFORD TREESE, CPCU, ARM, CIRMS - AIS, Inc. - www.associationis.com

Mr. Treese is a nationally recognized practitioner in common interest community underwriting, risk management and insurance. His community association management experience includes asset management, information services and technology, human resources and payroll processes, and national quality award criteria and ISO 9000. Cliff has worked with developers and general contractors in all phases of the association development and construction.

He is a past national president of the Community Associations Institute (CAI) and its Research Foundation and a recipient of the Institute’s Distinguished Service Award. He has been involved for over two decades in CAI professional management development programs and has authored several publications for the institute.

EXPERT PANELISTS:

ROLF H. BERGER, ESQ – Kirton & McConkie - www.kmclaw.com Rolf is a shareholder in the Salt Lake City law firm of Kirton & McConkie, P.C., where he practices in the areas of commercial law, real property law and bankruptcy law. His practice concentrates in the areas of commercial real estate leasing, commercial landlord and tenant issues, including eviction, and distressed real property, including foreclosure. He also deals with bankruptcy issues related to all of the above. Mr. Berger received his B.A. degree in economics, cum laude, and his J.D. degree, cum laude, from Brigham Young University. He is a member of the Utah State Bar, has been a contributing author to the Utah Bar Journal and has presented materials at a number of CLE programs. CRAIG R. CROCKETT – Senior Partner Sentry West Insurance Services – www.sentrywest.com                             Craig co-founded Sentry West Insurance Services in 1976. His focus on the commercial property and casualty insurance arena has resulted in insuring many condominium homeowner associations, apartment complexes and property management firms in Utah. Craig also insures a significant number of owners and managers of shopping centers, office buildings, and other types of real development projects. He is recognized as an expert in dealing with mortgage bankers and attorneys to assure that insurance requirements are in compliance so that real estate transactions are completed in a timely manner. As an owner of two condominium units, association management board participation, along with his insurance, real estate development and property management expertise, Craig Crockett brings a “hands on” perspective in finding solutions to problems that are unique to condominium and other forms of common interest homeowners associations.

KEVIN HARKER, ESQ. – Vial-Fotheringham – www.vf-law.com Kevin’s legal practice emphasizes community association law, litigation, landlord/tenant issues and land use planning. His experience comes from working in a wide range of areas including civil litigation, business entity formation, and community association and landlord-tenant law. During law school, he worked for the legal department of SEIU Local 503 assisting with union member grievances and arbitrations. Kevin is a member Multnomah Bar Association, OSB Business Litigation, and is admitted to the Oregon State Bar, United States District Court for Oregon, District of Columbia Bar, Utah State Bar, and the Washington State Bar. In 2001 he obtained a B.A in History from Lewis and Clark Law School. In 2004 he graduated from Brigham Young University with a J.D. MICHAEL JOHNSON - President & CEO of FCS Community Management – www.hoaliving.com FCS is Utah’s only AAMC – Accredited Association Management Company, and is always seeking a better way to serve the unique management needs of community associations. As president of his community’s homeowners association in 1997, he founded FCS’ parent company, Future Community Services, Inc. Michael holds the Certified Manager of Community Associations, Association Management Specialist designations and was the first portfolio manager in Utah to earn the Professional Community Association Manager designation. He has been on the CAI national faculty since 2005. He was awarded the 2007 Award of Excellence in Leadership. Michael currently serves on the national CAI Government & Public Affairs Committee and the Management Company – Chief Executive Officer Committee; and the Utah Legislative Action Committee.