2022 Symposium & Expo Speakers & Bios

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Keynote Speakers:

 

 

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Shaun_Surfing

Shaun Tomson 

A Simple Code of Commitment for Success in Life and Business
Shaun Tomson started, managed and sold two multi-million dollar
clothing brands – Instinct in the 80’s and Solitude (co-founded with
his wife Carla) in the 90’s. He is the author of the best-selling books
“Surfer’s Code” and “The Code: The Power of “I Will“, and the writer
and producer of the award-winning documentary film Bustin’ Down
the Door. He is a World Surfing Champion, an inductee in the Jewish
and South African Sports Hall of Fame, the US Surfing Hall of Fame,
and has been described as one of the greatest surfers of all time and
one of the most influential surfers of the century (Surfer Magazine
1999). Shaun is a past board member and ambassador for Surfrider
Foundation, the world’s largest environmental group dedicated to
protecting the world’s oceans, waves and beaches and he received
the SIMA Environmentalist of the Year Award in 2002. He is a past
board member of Santa Barbara Boys and Girls club and is an
ambassador for Boys to Men, a youth mentoring organization.
Shaun currently lives with his wife and son in Santa Barbara,
California and still finds time to chase the perfect wave.

An Attitude of Commitment and Positivity
Shaun talks about the influence of positive values on success in life
and business based on his own experiences of overcoming
seemingly insurmountable challenges, in and out of the surf. An
attitude of Commitment and Positivity is the basis for his unique
empowering business philosophy based on his “Surfer’s Code – 12 Simple Lessons for Riding through Life“. 

 

Louie_Brown

CLAC_Logo

Louie A. Brown, Jr., CAI-CLAC’s Legislative Advocate
Louie A. Brown, Jr. is CAI-CLAC’s legislative advocate in
Sacramento and specializes in maneuvering through California’s
complex legislative and administrative process. Louie’s expertise
is a true asset to CAI-CLAC, which resulted in several 2018
Legislative Accomplishments and continues to inform our legislative
priorities.

Louie is a partner with KSC. He manages the firm’s Government
Relations Team representing clients before the California State
Legislature and various state administrative agencies.

Louie specializes in providing clients with expert advice in
maneuvering through California’s complex legislative and
administrative process. He testifies regularly in the Capitol before
many legislative committees on behalf of clients and has written
numerous laws and played key roles in many of the Legislature’s
major accomplishments and budget negotiations over the last decade.

Session Speakers:

Angie_Adams

Angie Adams, CMCA, AMS, PCAM, Pacific Coast Management, Inc. 
Angie Adams CMCA, AMS, PCAM is President of Pacific Coast
Mgmt., Inc. and has 24 years in Community Association Management.
She currently serves as the President Elect of Board of Directors for
CAI-Orange County Chapter. Angie has previously co-chaired committees
within the OC chapter. Her passion and experience for her career has
allowed her to facilitate educational classes within the industry. Angie
continues to work with HOA Boards in developing their volunteer
guidelines and goals with the knowledge that she learns through
training and experience CAI continues to offer.  

Bobby_Ameen

Bobby Ameen, 24HRC
Bobby Ameen is the co-founder and CEO of 24HRC. While running
a successful business he is also an authority on the restoration and
reconstruction of HOA and multifamily properties.  Over the past 16
years, Bobby and the team have collaborated on and completed more
than 20,000+ restoration and reconstruction projects, ranging from
waterproofing decks to community-wide reconstruction, common area
renovations, and general construction matters.  Bobby has gained the
majority of his experience within Southern California.  

Untitled_design_(34) Kara Beers, CMCA, AMS, PCAM, FirstService Residential, AAMC
Wendy_Bucknum Wendy Bucknum, CMCA, AMS, PCAM, Murow Development Consultants 

Wendy is an experienced leader in the community management and
community development industry, with extensive and diversified experience
with community association/homeowners associations, including financial
analysis, DRE budget development and document management experience,
in-depth knowledge in phasing developer communities, & public sector
experience.

Prior to joining the Murow Team, Ms. Bucknum served in multiple roles
for over 25 years in the community management industry.

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Scott Clements, RS, PRA, CMI - Reserve Studies, Inc.
Scott Clements is Chief Executive Officer of Reserve Studies Inc.
He is an active member of Community Associations Institute. A
member of the Orange County Chapter Education Committee
since 2006, he is co-author of the CAI-OC education program
“Association Reserve Studies”.  A popular author and speaker, Scott 
has been recognized as the Educator of the Year, Outstanding
Service Award, and Author of the Year by CAI Orange County. 

Matt_Davenport

Matt Davenport, Monarch Environmental, Inc.
Matt Davenport, a graduate from the University of Wisconsin-
Madison, is the founder and President of Monarch Environmental, 
Inc., a third-party horticulture consulting company focusing on
water management, contract management, arborist reports and
design. Matt is an IA certified Landscape Irrigation Auditor and
Water Manager, a US EPA Water Sense Partner, a Certified
Arborist, Tree risk assessor, horticulturist and a nationally recognized
leader in his field. Since 2008, Matt and his team have received
numerous awards and are credited with reducing water consumption
by more than 1,000,000,000 gallons in Southern California.

Untitled_design_(29) Sue DeLucia, AMS, Horizon Management Company 

Sue DeLucia is co-founder and Chief Financial Officer of Horizon
Management Company, an Accredited Association Management
Company (AAMC). Sue is the principal author of thousands of
association budgets, financial statements, and annual disclosures.

She is a well published authored, and a popular speaker for her
insightful educational programs and has been recognized with
an Excellence in Education award and received the Editor’s
Award for her contributions to the CAI-GLAC Chapter.  

Robert_DeNichilo Robert M. DeNichilo, Esq., CCAL, Richardson | Ober | DE Nichilo, LLP 

Robert M. DeNichilo is a managing partner at Richardson | Ober | DeNichilo.
He is a fellow of the College of Community Association Lawyers, a delegate
to CAI’s California Legislative Action Committee, currently serves as
President on the Board of Directors of the Orange County Regional Chapter of CAI.

Robert focuses his practice on representing common interest developments,
including large scale master associations, condominium projects and planned
unit developments. Most of his practice involves interpreting and enforcement
of governing documents, advising boards on association governance, and
contractual and transactional issues.

Sandra_Gottlieb

Sandra L. Gottlieb, Esq., CCAL, SwedelsonGottlieb 
Sandra L. Gottlieb, Esq. is a founding partner of the law firm of
SwedelsonGottlieb, which was formed in 1987. Sandra began her
practice of law in 1978 and began representing and providing legal
counsel to community associations in the mid-eighties. Sandra’s
extensive negotiating skills have given her the ability to work with
volunteer board members, associations’ managing agents and
opposing counsel, and provide sound counsel regarding association
operational issues. Sandra’s experience and expertise in
representing California community associations allows her to also
counsel on the many different matters and issues that impact
California homeowner associations.

Jamie_Gould

Jamie Gould, CMCA, AMS PMP Management, AAMC
Jamie's career in the Common Interest Development industry began
in 2005 as a recreation coordinator, planning and executing community
events and programs for a master plan community in Orange County.
Within a few short years she was leading the New Project Development
department, working directly with home builders, community leaders,
and first-time home buyers. In February 2022 she landed at PMP
Management as Vice President of Community Management for the
Orange County division – one of nine divisions operated by PMP Management.

Untitled_design_(27) Bree Harrington, CMCA, Seabreeze Management Company, Inc., AAMC

Bree Harrington, Director of Community Management at Seabreeze
Management Company, brings over 20 years of customer service and
property management experience to the Seabreeze team. As Director of
Community Management, Bree fosters relationships with key clients and
oversees and mentors Seabreeze team members.

For more than two decades, Bree has worked to develop in-depth client
relationships while enabling fellow team members to succeed. Her broad
knowledge of the property management industry and devotion to
delivering exceptional customer service makes her a key asset to the
Seabreeze team as well as the clients she serves. Bree is dedicated to
providing guidance and training to her team and her board members
to ​ensure communities are equipped with the tools needed to thrive. 

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Nicole Hill, Irvine Company
Nicole Hill brings a customer and relationship focused approach to
landscape operations and vendor management. In her role with the
Irvine Company, Nicole and her team are responsible for managing the
landscape for the coastal California office portfolio, partnering with
other Irvine Company divisions and driving and developing best practices
related to urban forest management, water management, sustainability,
and vendor performance.  Nicole is passionate about creating beautiful
and functional outdoor people spaces and produces an annual urban forestry
symposium in collaboration with the region’s most high profile educational,
cultural, and entertainment-focused companies and peer groups

Brittany_Ketchum Brittany Ketchum, Esq., Beaumont Tashjian

Brittany A. Ketchum is an associate attorney with Beaumont Tashjhian
and has been with the firm for 10 years, where she provides general
counsel services to the firm’s clients and manages the firm’s governing
documents department.

In addition to her legal practice, Ms. Ketchum is an active member of
Community Associations Institute (CAI) and is currently serving on the
CAI-Orange County Chapter’s (CAI-OC) Board. She is also past Chair
of CAI-OC’s Education Committee where she served in this capacity
for many years and is currently the Board’s Education Committee liaison.

Becky_Larson

Becky Larson, Life Specialty Coatings
Becky is the business development manager for Life Specialty Coatings
based in Santa Fe Springs, CA. She has been key in the creation of
successful business strategies and works to build successful client and
business partner relationships for the company, understanding the
importance of education in the industry. For over three years, Becky
has been the driving force in many of the popular SB326 educational
courses in the industry.

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Kimberly Lilley, CMCA, CIRMS, Berg Insurance Agency
Kimberly, Director of Business Development for Berg Insurance Agency,  
UCLA grad, comes from a background in both claims and insurance
sales. She is very active in CAI, serving on committees, writing articles
for publications, teaching seminars and planning events.  Kimberly was
inducted into the CAI-GRIE Hall of Fame in 2016 and was honored to
become the youngest Emeritus Member of CAI-CLAC in 2017, and
was named their Volunteer of the Year in 2020. 

James_McCormick

James McCormick, Esq., CCAL, Delphi Law Group, LLP
James R. McCormick, Jr., CCAL, is a partner in Delphi Law Group, LLP.
Since starting in the industry in 1996, James has served on various
industry committees, has presented at countless events and has published
many industry-related articles.  As a result of his work in this industry,
James is one of approximately 150 attorneys nationwide to be granted a
fellowship in the CAI College of Community Association Lawyers (CCAL). 
James is passionate about teaching, currently serves as an adjunct
professor for USD School of Law and has created training programs
for managers and Board members in San Diego, Coachella Valley,
Orange County, Los Angeles County, and the Inland Empire and for attorneys across the Country.

Brian_Moreno Brian D. Moreno, Esq, CCAL, Brian D. Moreno Law Corporation, APC

Brian is an experienced litigator, community association attorney, and
real estate professional having practiced in all areas since 2003. Brian
has represented and provided legal counsel to the boards and managing
agents for California condominium and planned developments, as well
as stock cooperatives, qualified vacation ownership resorts, and mobile
home communities in connection with matters pertaining to common
interest development, real estate, collection, and corporate law.

Mike_Perlof

Mike Perlof, Fenton Grant Mayfield Kaneda & Litt, LLP
Mike Perlof has been passionately serving the community association
industry since 2004, where he started as an Assistant Community
manager. He has served on the Board of Directors of CAI-OC, chaired
and served on over 20 committees. He is a regular speaker, teacher
and advocate in the CID industry. He holds a Class B General
Contractors license and is a member of the leadership team at the
Fenton Grant Law Firm, a nationally acclaimed civil litigation firm
specializing in the representation of high-rise and mid-rise
community associations in construction defect matters. 

Steven_Roseman Steven A. Roseman, Esq., Roseman Law, APC

Steven A. Roseman is the founder and managing partner of
Roseman Law, APC, a full-service real estate and business law
firm specializing in Common Interest Developments.  Mr. Roseman
has more than 25 years of experience in representing homeowners
associations in a variety of legal matters. 

Mr. Roseman has unique real estate experience. In addition to
representing homeowners’ associations and property owners in
all facets of real estate matters, he also has substantial knowledge
in dealing with local governments, including City, County, Coastal
Commission, and State agencies on behalf of his clients.

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Conor Ross, Ross Construction Management
Conor Ross is the Founder and President of Ross Construction
Management. He is a renowned reconstruction specialist with 30
years of experience. His 19 years working with homeowners’
associations has made him one of the most experienced professionals
in the industry. Versed in contract negotiations, project estimating,
impending design problems, document preparation, building code
and regulations, material purchasing, site management through
certification of occupancy.

Deborah_Serrano Deborah Serrano, Keystone, AAMC/Crystal Cove Community Association
Natalie_Stewart Natalie Stewart, FHA Review
Natalie Stewart is the President of FHA Review, Inc a California
based, Third-Party Submission service that specializes in the
FHA and VA Condominium Certification process nationwide. 
 
A graduate of California State University, Fullerton she has spent the
last 20 years in the CID industry. An active member of CAI, she has
actively participated in many CAI chapters as committee member
and chair of several committees. Currently she is the Public Relations
Chairperson of the CAI California Legislative Action Committee and
was awarded the Rising Star of the Year in 2020 by CAI National.