Leadership Education 

Mark your calendar for July 25-28, 2019 at The Omni Homestead Resort in Hot Springs VA.

The 11th Annual Virginia Leadership Retreat (VLR 2019) features education seminars covering the trends and topics resonating across an industry that includes approximately 10,000 communities represented by over 30,000 volunteer leaders living in communities throughout Virginia.

VLR 2019 is 3-4 days of advanced interactive educational seminars presented by qualified professionals in the community association industry. The event will help association managers of homeowners associations and condominium associations address a wide variety of issues that affect residents and their communities. The event also includes professional development and business development aimed at business owners and industry professionals.  

In addition to information and education specifically designed for the special needs and interests of community association living and management, VLR 2019 will feature up to 40 CAI Business Partners showcasing the latest in community association products and services.


Friday, July 26, 2019  |  10:00 am - 12:00 pm 

From Emotional Support Animals to Group Homes: Best Practices for Community Associations Navigating Complex ADA and FHA Issues

This advanced session will focus on the impact on community associations of various sources of law - federal and state housing acts and disability protection statutes. Specifically, this section will offer practical guidance on how community associations can minimize their risk and properly respond to requests for accommodation under the applicable legal frameworks.

William W. Sleeth, III, Esq., Gordon Rees Scully Mansukhani
Brett C. Herbert, Esq., Gordon Rees Scully Mansukhani


Saturday, July 27, 2019  |  8:30 am - 9:45 am

Legal Jeopardy:  What to Avoid when Covenants and Law Conflict 

This course provides answers to questions Board may not know to ask when enforcing covenants.  Federal, state and local laws can impose restrictions that preempt or supplement covenants.  Attendees will receive a comprehensive overview of common interest community related federal, state and local laws that affect associations and their covenants, from fair housing rules, restrictions on satellite dishes, to limitations on barking dogs and AirBnBs.  Attendees will learn to reduce the liability to association from taking unauthorized actions.  Attendees will be given different sources of guidance from federal regulations and state ombudsman opinions to county codes and case law at all levels, including federal, state appellate and circuit courts.  Attendees will be provided practical ways to advise boards when law prohibits them from taking actions expressly authorized by the association’s governing documents. 

Kathleen Panagis, Atty at Law, Whiteford, Taylor & Preston, LLP
Chad Rinard, Esq., Whiteford, Taylor & Preston, LLP


Saturday, July 27, 2019  |  8:30 am - 9:45 am

Why Aren't Reserve Studies More Accurate?

This advanced course will explore what makes an accurate Reserve Study. The seminar will cover the following topics to help attendees understand the importance of getting managers and boards vital input; how to use experts for better technical input about new technology and how that increases report accuracy; and why boards all too frequently confuse cost with value and how managers can effect that outcome.

Peter B. Miller, RS®, EBP, Miller + Dodson Associates, Inc.


Saturday, July 27, 2019 | 8:30 am - 9:45 am

Staying Out of the 1099 Trap: Avoiding Liability for the Misclassification of Independent Contractors

Associations of all sizes often use independent contractors to provide needed support and services such as maintenance, landscaping, and bookkeeping just to name a few.  Hiring independent contractors can be a great way to keep overhead low and avoid dealing with employment issues.  The IRS and Department of Labor, however, have made improper classification a focus of their audit and enforcement programs.  If these agencies determine that a business has misclassified an independent contractor(s) they can assess back employment taxes and costly civil and even criminal penalties (as well as open the association up to a myriad of employment claims). 

This interactive presentation will provide a practical review of the process associations should follow to determine whether a hire should be properly categorized as an independent contractor or employee.  It will also address important steps associations should take if they are subject to an investigation or audit related to their contracting practices.

Brian G. Muse, Esq., Sands Anderson PC


Saturday, July 27, 2019 | 10:00 am - 11:45 am

KEYNOTE SPEAKER: Lynn Kachmarik - Equilibria and the E-Colors (Part I)

Personality diversity is the understanding that we don’t all think and act the same and that we have different behavioral tendencies, communication styles, strengths and limiters linked to our personality. Application of the PDI (Personality Diversity Indicator) through core coaching tools, the E-Colors and Personal Intervention, heightens awareness and improves communication, leadership, teamwork and safety by enabling individuals to become less reactive and more responsive and to live and lead with conscious intent.  This session will allow attendees to evaluate themselves on the PDI, and determine their E-Colors and how their personality is defined, and how to see others through their E-Colors.

Lynn Kachmarik, Equilibria USA LTD


Saturday, July 27, 2019 | 12:00 pm - 1:15 pm

Getting Elvis to Leave the Building and Other Practical Ways to Restore Order

Every attendee has at least one war story of a meeting running amok due to the hijacking of the agenda by the supremely unhappy homeowner with a pressing issue, the belligerent mob that formed as a result of a new policy or other board action, the member who believes it is her job to question each and every action and expenditure of the association, or the owners who have been brought before the board for covenants violations. This presentation is not seeking to tread over the familiar, but to seek out the bizarre and to come to a consensus with our colleagues and compatriots on realistic and practical solutions.  Attendees will receive a refresher on running an efficient meeting; have the tools to effectively identify and deal with disruptive individuals; and receive tips and pointers from presenters and colleagues on diffusing the out of control situations.

Jerry M. Wright, Jr., Esq., Chadwick, Washington, Moriarty, Elmore & Bunn, P.C.
Sara J. Ross, Esq., Chadwick, Washington, Moriarty, Elmore & Bunn, P.C.


Saturday, July 27, 2019 | 12:00 pm - 1:15 pm

EQ - Beyond Credentials: The Key to Personal and Professional Success

Our professional development programs are designed for subject matter proficiency.  We earn certificates and designations, yet none of these mean we will excel. In the real world, our level of emotional intelligence (EQ) is the primary predictor of success.  Most fail to study or teach it.  It’s time we did.  By the end of this learning session, participants will be able to: gain a basic understanding of the framework of emotional intelligence using the Goleman model; learn how to assess emotional intelligence in yourself and your associates (colleagues, employees, fellow association leaders, clients); learn how to cultivate emotional intelligence by recognizing what EQ is and where you (or others around you) may have strengths and opportunities; and understand how development of emotional intelligence is crucial component of professional education in order to thrive.

Thomas L. Willis, AMS®, PCAM®, Association Bridge, LLC
Joe Wise, CMCA®, AMS®, PCAM®, Wise Property Solutions, AAMC®


Saturday, July 27, 2019 | 12:00 pm - 1:15 pm

Key Components of Effective Communication

This session will outline core components of effective communication including the thought process behind selecting appropriate communication mediums. The session will build on those components and identify strategies to improve the delivery and reception of written and verbal communication and use of non-verbal (body language, color, font, etc.) components.  Attendees will be able to: identify key components to consider with any communication effort; identify the effect that non-verbal’s have on any communication; identify methods to increase reception/action to communication efforts (from manager and business partner perspective); as well as identify the impact of active listening and how to use it effectively in verbal communication efforts.

Michelle Schall, CMCA®, AMS®, PCAM®, Legum & Norman
Don Plank, AMS®, PCAM®, EBP, National Cooperative Bank


Saturday, July 27, 2019 | 1:15 pm - 2:30 pm - Lunch with Education

Yelp Help: Navigating the Sea of Online Anger Management

This session will present an overview of the current state of online customer feedback (Yelp, Google Reviews, etc.).  It will offer real world examples of both fair and unfair reviews and will provide proven methods of responding to such criticisms.  The seminar will provide significant statistics and analysis.  Participants will learn about regulation of online customer reviews, and the quantitative impact of the “problem”. They will learn how to respond to reviews, and how to take proactive steps in anticipation of online reviews.

Dave Ciccarelli, AMS®, PCAM®, Sentry Management, Inc., AAMC®
Michael Sahouri, Sahouri Insurance


Sunday, July 28, 2019 | 9:00 am - 10:30 am

Equilibria and the E-Colors (Part 2)

This session continues to explore the diversity of personalities and the understanding that we don’t all think and act the same and that we have different behavioral tendencies, communication styles, strengths and limiters linked to our personality. Application of the PDI (Personality Diversity Indicator) through core coaching tools, the E-Colors and Personal Intervention, heightens awareness and improves communication, leadership, teamwork and safety by enabling individuals to become less reactive and more responsive and to live and lead with conscious intent. This session will allow attendees to evaluate themselves on the PDI, and determine their E-Colors and how their personality is defined, and how to see others through their E-Colors.

Lynn Kachmarik, Equilibria USA LTD