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Hear from experts on what to expect in 2024 regarding Milestone Inspection requirements and SIRS updates.
Tickets
Agenda
8
30AM
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9
00AM
9
00AM
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10
00AM
Educational Program
Samuel Burney•David Karins, PE•Kevin Wells, Esq.•Joe ThompsonEducational Program
Speakers
Samuel Burney
Consult Engineering, Inc.Mr. Burnley is a longtime Southwest Florida resident and graduate of Florida State University. Ironically, Sam got his start in marketing on the developer side for some of the same condominiums that are now Consult Engineering clients. Sam’s experience as a freelance writer and photographer translates into beautiful representations of our company’s philosophy and mission, whether on a screen, on paper or in person. Sam too, is a FAA licensed drone pilot, and uses his skill to capture unique perspectives of Consult’s projects and to supplement our aerial capabilities. Having lived and worked throughout Consult’s operating range, Sam is the traveling face of the company.
David Karins, PE
President & CEO of Karins Engineering Group-Florida Professional Engineer, Registration #0052677
-Florida Special Inspector of Threshold Buildings #1175
-Professional Engineer in NY, PA, TX, OH, IL, NC, SC, NE, MA, MI, LA, AZ, GA, MO
Kevin Wells, Esq.
President at Law Offices of Wells | Olah | Cochran P.A.Mr. Wells is board certified in Condominium and Planned Development Law by The Florida Bar and has been practicing law since 1995, with more than twenty of those years dedicated to representing community associations located primarily in Sarasota and Manatee Counties.
His practice philosophy is to provide prompt legal advice to clients that is communicated in a direct and easily understood fashion. He believes that community association representation is unique because the officers and directors owe a fiduciary obligation to the unit owners and routinely decide matters that directly affect their homes, neighbors and communities.
Mr. Wells believes most disputes should be resolved amicably where possible, but with litigation where necessary after reasonable efforts to achieve an amicable resolution have not succeeded. After being fully informed of the legal consequences, advantages and disadvantages of a pending decision, he understands that the ultimate decision on how to best resolve disputes and other matters is made by the Board of Directors and not by the Association's attorney or managing agent.
Mr. Wells established the law firm during the summer of 2006. The Firm and its attorneys are proud to presently represent over 500 community associations. Prior to the opening of his own law firm, he was a partner in a well-known Sarasota law firm that represented at that time over 500 community association clients.
Over the years Mr. Wells has assisted in reviewing, drafting and advocating amendments to the Condominium Act. For the last seven years, he has provided continuing education lectures to local Florida-licensed CAM managers so that they are kept apprised of changes in Florida and federal laws that affect the practice of community association law. Mr. Wells also instructs board certification classes to directors of condominium, cooperatives, and homeowner associations and is a sought after speaker in community association matters.
In 2010, Mr. Wells was recognized by Florida Trend magazine as one of its "Florida Legal Elite," an honor bestowed on less that 2% of the nearly 63,000 Florida Bar Members actively practicing in Florida.
Joe Thompson
Partner / Shareholder at Acrisure Insurance, Inc.Joe Thompson is a Client Advisor and Partner who specializes in managing risk for condominium associations. Joe is certified through the state to provide continuing education credits to Community Association Managers to fulfill their professional licensing requirements. Joe’s industry expertise is sought after as he is frequently invited to teach continuing education courses and has educated thousands of managers and board members over the years. He is a member of the Community Association Institute (CAI) South Gulf Coast Chapter and West Chapter. He has been recognized twice by Insurance Business America as one of the country’s “Top Producers”, and is a three time “Top 100 Producer” within Acrisure. Joe attended Florida Gulf Coast University and holds a degree in political science and a graduate degree in administration and management.
Speakers
Mr. Burnley is a longtime Southwest Florida resident and graduate of Florida State University. Ironically, Sam got his start in marketing on the developer side for some of the same condominiums that are now Consult Engineering clients. Sam’s experience as a freelance writer and photographer translates into beautiful representations of our company’s philosophy and mission, whether on a screen, on paper or in person. Sam too, is a FAA licensed drone pilot, and uses his skill to capture unique perspectives of Consult’s projects and to supplement our aerial capabilities. Having lived and worked throughout Consult’s operating range, Sam is the traveling face of the company.
-Florida Professional Engineer, Registration #0052677
-Florida Special Inspector of Threshold Buildings #1175
-Professional Engineer in NY, PA, TX, OH, IL, NC, SC, NE, MA, MI, LA, AZ, GA, MO
Joe Thompson is a Client Advisor and Partner who specializes in managing risk for condominium associations. Joe is certified through the state to provide continuing education credits to Community Association Managers to fulfill their professional licensing requirements. Joe’s industry expertise is sought after as he is frequently invited to teach continuing education courses and has educated thousands of managers and board members over the years. He is a member of the Community Association Institute (CAI) South Gulf Coast Chapter and West Chapter. He has been recognized twice by Insurance Business America as one of the country’s “Top Producers”, and is a three time “Top 100 Producer” within Acrisure. Joe attended Florida Gulf Coast University and holds a degree in political science and a graduate degree in administration and management.
Kevin
Wells, Esq.
President at Law Offices of Wells | Olah | Cochran P.A.
https://www.lawofficesofkevinwells.com/Mr. Wells is board certified in Condominium and Planned Development Law by The Florida Bar and has been practicing law since 1995, with more than twenty of those years dedicated to representing community associations located primarily in Sarasota and Manatee Counties.
His practice philosophy is to provide prompt legal advice to clients that is communicated in a direct and easily understood fashion. He believes that community association representation is unique because the officers and directors owe a fiduciary obligation to the unit owners and routinely decide matters that directly affect their homes, neighbors and communities.
Mr. Wells believes most disputes should be resolved amicably where possible, but with litigation where necessary after reasonable efforts to achieve an amicable resolution have not succeeded. After being fully informed of the legal consequences, advantages and disadvantages of a pending decision, he understands that the ultimate decision on how to best resolve disputes and other matters is made by the Board of Directors and not by the Association's attorney or managing agent.
Mr. Wells established the law firm during the summer of 2006. The Firm and its attorneys are proud to presently represent over 500 community associations. Prior to the opening of his own law firm, he was a partner in a well-known Sarasota law firm that represented at that time over 500 community association clients.
Over the years Mr. Wells has assisted in reviewing, drafting and advocating amendments to the Condominium Act. For the last seven years, he has provided continuing education lectures to local Florida-licensed CAM managers so that they are kept apprised of changes in Florida and federal laws that affect the practice of community association law. Mr. Wells also instructs board certification classes to directors of condominium, cooperatives, and homeowner associations and is a sought after speaker in community association matters.
In 2010, Mr. Wells was recognized by Florida Trend magazine as one of its "Florida Legal Elite," an honor bestowed on less that 2% of the nearly 63,000 Florida Bar Members actively practicing in Florida.
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Chapter Policies
CAI West Florida Chapter has the following policies in place to encourage a respectful networking experience for everyone. If you have any questions, please contact Executive Director, Scott Gilbert at 941-927-1910 or email Scott@caiwestflorida.org.
CAI West Florida Chapter No Suitcasing Policy
CAI West Florida Chapter relies on the generosity of its sponsors and exhibitors, and in return strictly prohibits companies or individuals not registered as sponsors or exhibitors of a chapter event from soliciting sales or sales leads, offering or promoting goods or services at that event, or soliciting participants for their company's social activities. Non-exhibiting business partners may exchange their business cards only when asked.
Those violating this policy will receive an initial warning. If any further violation occurs, the violator may be charged the exhibitor sponsorship rate for that event in question, and/or the Executive Committee may take additional actions available to the Chapter, as it deems appropriate.
CAI West Florida Chapter Member Professionalism Policy
CAI West Florida Chapter operates upon mutual respect and professionalism among its members, and therefore has the following guidelines in place to promote the highest level of professional conduct and ethical behavior among its members.
- The Chapter prohibits companies or individuals soliciting event attendees for their own or their company's employment or competing social activities, but does not prohibit an attendee from providing a business card to an individual who requests one.
- The Chapter prohibits conduct by individuals toward others that could be reasonably interpreted by the recipient, or by the Chapter, as constituting unwelcome physical conduct, verbal conduct, or sexual harassment.
Violators of this policy will receive an initial warning. If the offending behavior reoccurs after a warning has been issued, the Executive Committee may take additional actions available to the Chapter as it deems appropriate, which may include, but is not limited to the ability to attend chapter events and if applicable, a formal complaint submitted to the CAI-National Designation Ethics Committee.