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Chapter Luncheon

WSCAI People Holding a Seminar Banner

Tuesday, October 23, 2018

Join Us For Learning, Networking & Lunch!

Luncheon Topic:

“Keeping Association Funds Safe From Sticky Fingers: 
How to Prevent and Identify Fraud and Embezzlement”

WSCAI Chapter Luncheons

Chapter Luncheons are offered four times a year. They are open to all WSCAI members – including homeowners, board members, managers, management company owners and businesses that service the community association industry. These luncheons provide an opportunity for networking with peers, a delicious lunch, and 45-60 minutes of industry-specific education.

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When & Where

Tuesday, October 23
11:30 a.m.: Registration & Networking
Noon: Lunch & Program

Courtyard by Marriott
Seattle – Federal Way

31910 Gateway Center Blvd S,
Federal Way, WA 98003

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Member Pricing

Owners & Managers:
$49 thru 10/12
$59 thru 10/19
$69 after 10/19

Business Partners:
$59 thru 10/12
$69 thru 10/19
$79 after 10/19

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Non-Member Pricing

Owners & Managers:
$75 thru 10/12
$85 thru 10/19
$95 after 10/19

Business Partners:
$85 thru 10/12
$95 thru 10/19
$105 after 10/19

[ 10/23/2018 Luncheon Topic ]

Keeping Association Funds Safe From Sticky Fingers: 
How to Prevent and Identify Fraud and Embezzlement

The key to protecting Association funds is to limit the opportunity for misuse and theft. We’ll provide practical legal, accounting, and risk management advice about steps you can take to ensure the safety of your Association funds.

We will also discuss the typical warning signs to help you identify potential problems early on and what to do if you suspect a problem.

Finally, we’ll explain the process for recovering from a worst case scenario so you know how to deal with the aftermath if your safeguards fail.

Printable PDF Registration Form

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If you don’t want to register online, download and print a registration form and mail to:

WSCAI
19101 36th Ave W, Ste 205
Lynnwood, WA 98036

Presenters:

Theresa Torgesen, Esq.

Theresa Torgesen, Esq.

Partner, Sound Legal Partners, PLLC

Theresa Torgesen, Esq., partner and a founding member of Sound Legal Partners, PLLC is an experienced attorney who has dedicated more than a decade of her legal career to representing condominium and homeowner associations as general counsel. She supports association managers and board members in their community leadership roles, assists them in identifying and addressing potential risks, and collaborates with them to develop practical solutions when problems arise.Theresa is passionate about education and advocacy and is a frequent presenter of CAI seminars at the state and national level. Theresa served on the Washington Uniform Common Interest Ownership Act (WUCIOA) Drafting Committee for seven years until the proposed bill was first introduced in the legislature in 2015 and has served as the Co-Chair of the CAI Washington State Legislative Action Committee (LAC) since 2015.

Catherine Kuhn, CPA

Catherine Kuhn, CPA

Firm Director, Newman & Company, CPA, PC

Catherine Kuhn, CPA, is the Firm Director for Newman & Company, CPA, PC, (N&C) which is devoted exclusively to serving the financial needs of almost 900 community associations in Washington and Idaho. N&C is the former Cagianut & Company, with the same experienced team, now owned by Jeremy Newman, CPA. Prior to entering the HOA industry in 2006, Cathy was a partner in a large Bellevue CPA firm, and started her career in 1982 with a national CPA firm. Cathy teaches classes and writes articles for WSCAI. She is also a “ZAG” Mom of two daughters in college and volunteers for Bellevue Young Life.

Duncan Kirk, CIC, CIRMS

Duncan Kirk, CIC, CIRMS

Senior Vice President, HUB International

Duncan Kirk is a Senior Vice President at HUB International, one of the largest independent insurance brokerages in the world. As an agent and consultant, he provides insurance and risk management solutions for condominium and homeowner association clients working with a team of industry specialists that handle several hundred association clients in Washington State and beyond. Duncan is a Certified Insurance Counselor (CIC) and a Community Insurance Risk Management Specialists (CIRMS). He is a past president of the Washington State chapter of Community Association’s Institute (WSCAI) and is active within industry circles.

Duncan lives in a townhome condominium unit where he served as the association’s president for ten years. He owns a second condominium in California and has purchased another condominium currently under construction in Ruston, WA. Outside of work, Duncan is an avid pilot, aviation enthusiast, traveler, photographer, sports fan, and writer.

Sponsors:

RW Anderson Services
Burleigh Law, PLLC
Signature Landscape Services
Association Reserves WA
Morris Management, Inc.
Mutual of Omaha Bank
ServPro Of Seattle Northwest
Union Bank HOA Services

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Calendar

November 2018

Sun Mon Tue Wed Thu Fri Sat
1
2
3
  • Annual Meeting & Awards Gala
4
5
6
  • Made For Mangers Day Comm Mtg
7
  • CEO Luncheon
  • Ronald McDonald House
8
9
10
11
12
13
  • Education Comm Mtg - WSCAI
  • Community Outreach Committee Mtg - WSCAI
14
  • Board Meeting
15
  • Managers Only Meeting
16
17
18
19
20
  • Membership Committee Meeting- Conference Call
21
22
23
24
25
26
27
  • Business Partners Comm Mtg
28
29
30