Delmarva Breakfast Seminar - Cover Your A$$ets! How to Build a Better Budget | The Chesapeake Chapter of the Community Associations Institute on Glue Up

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Save the dateApril 21, 20238:30 AM - 11:30 AM (EDT) Add to Calendar

Venue Location

Atlantic Sands Hotel & Conference Center

1 Baltimore Avenue
Rehoboth Beach, Delaware

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Organizer

Organizer: The Chesapeake Region Chapter of the Community Associations Institute

Phone: +1 4103481534

Contact Person: Angela Marsh

Email: contact@caimdches.org

"Cover Your A$$ets! How to Build a Better Budget"

Participants can choose 3 round tables of areas of interest to discuss the best projection and budgeting tips for the following budget expense line items:

· Management

· Insurance

· Building Maintenance

· Grounds Maintenance

· Accounting Fees (Audit/Tax)

· Engineer/Appraisal/Reserve Study

· Social Committee

· Utilities

· Internet Availability

· Ponds

Best practices of budgeting will be reviewed. Zero-based budgeting and gathering expenses prior to setting dues level will be a common thread from table to table and throughout the seminar.

This breakfast seminar provides 2 hours of continuing education credit.

Tickets

Member ticket

Ticket includes breakfast, networking and education

$30

Non-Member ticket

Ticket includes breakfast, networking and education

$40

Agenda

8:30 AM - 9:30 AM
Networking and Breakfast
Networking and Breakfast
Agenda
Network with our sponsors during breakfast and before the educational session.
9:30 AM - 11:30 AM
Educational Session
Educational Session

Speakers

Jeff Alleman

Vice President at Kris Konstruction

Charles Davidson (Director, Business Development of Clean Energy)

Charles Davidson

Director, Business Development of Clean Energy

Dave Detrick

Manager, Growth and Retention at Chesapeake Utilities

Dave Detrick

Manager, Growth and Retention at Chesapeake Utilities

Dave Detrick joined Chesapeake Utilities as Commercial and Industrial account manager in January of 2013. Dave has over 28 years of experience in various roles in the Energy Services industry, including propane sales and business development, residential and commercial HVAC sales, and sales management. In his current role, Dave manages the efforts of Chesapeake’s Growth and Retention teams on the Delmarva Peninsula, and in Florida, to expand the company’s Energy Service offerings to residential, commercial, and industrial customers. Previously, Dave worked to develop key relationships and to educate C&I customers on alternative gas technologies, including Combined Heat and Power (CHP), Gas Heat Pumps (GHP), engine-driven chillers, and the like. Dave also works to expand the deployment of natural gas vehicles and infrastructure throughout Chesapeake’s territory. An active Chamber participant, Dave serves on the Middletown Area Chamber board, and sits on the Central Delaware Chamber's "Leadership Central Delaware" steering committee. Dave is also a Clean Cities Delaware stakeholder, and serves as a member of the Energy Technology Advisory board at Delaware Tech. Dave holds a B.S. in Business Administration from the University of Delaware, and is a Certified Energy Manager (CEM) with the Association of Energy Engineers. Dave and his wife Laura live in Newark, DE with their two children, Caroline (20) and Christopher (15).

Melissa Esham, CMCA, AMS, PCAM

Community Association Manager at Deeley Insurance Group

Melissa Esham, CMCA, AMS, PCAM

Community Association Manager at Deeley Insurance Group

Melissa is a licensed insurance agent with 8 years of Community Association insurance experience. Prior to entering the insurance industry, Melissa spent 16 years in the field of Community Association management. She maintains her designations of PCAM, Professionally Certified Association Manager, CMCA, Certified Manager of Community Associations and AMS, Association Management Specialist. With Deeley Insurance Group, she serves as an advisor to Community Association clients, specializing in coastal communities and the unique risks they present.

Melissa lives in a community association and participates in the local community through the Autism Children’s Support Group of Worcester County, Inc. and through the volunteer outreach program Deeley Serves. She can be found serving meals at Hope and Life Outreach, beautifying Delmarva with Restore the Shore, or taking part in charity walks to raise funds for a variety of local causes.

Todd Fritchman (President and CEO, Envirotech Environmental Consulting, Inc. (EECI) of Envirotech Environmental Consulting, Inc.)

Todd Fritchman

President and CEO, Envirotech Environmental Consulting, Inc. (EECI) of Envirotech Environmental Consulting, Inc.

Brad Jarvis

Aquatech

Scott Karam

Kris Konstruction Roofing Professionals

Butch Kirk

ARK Systems, Inc.

Butch Kirk

ARK Systems, Inc.

Butch has been with ARK Systems for 38 years. He has served in many capacities, Installer, Foreman, Superintendent, Engineering, Sales and since 2003 as the Executive Vice president.
For more than 50 years ARK Systems has completed projects in our local area, Nationally, and Internationally. We provide Design, Installation, Maintenance and Service of Commercial
Electronic Fire Alarm, Sprinkler, Intrusion Detection, Access Control, Camera Solutions, MASS Notification, Weapons Detection, Voice, Data, and Sound/Intercommunication Systems.
Butch has been directly involved providing solutions to the USAF, US Army, US NAVY, US Coast Guard, USDA, US Dept. of Education, Kodak Corp., Proctor and Gamble,
The National Achieves and Presidential Libraries, 1000’s of K-12 schools, Local Hospitals, Correctional facilities, Local Municipalities, High Rise/Low Rise Commercial buildings, and Residential Communities.
ARK Systems Corporate office is located between Baltimore and Washington DC in Columbia, Md., With fully staffed branch offices in Cumberland, Maryland, and Ocean City, Maryland.
With more than 150 employees, our focus is providing solutions and service in Maryland, Delaware, Virginia, and West Virginia.

Jordan MacWha (Business Development Director of Hawkins Electric Service, Inc.)

Jordan MacWha

Business Development Director of Hawkins Electric Service, Inc.

Lee McCabe

CPA, CVA, Partner at PKS & Company, P.A.

Lisa Meck

Community Development Director of Carl M. Freeman Companies

Susann Palamara

Homeowner Speaker

Susann Palamara

Homeowner Speaker

I moved to the Parke in Ocean Pines in August of 2006.

I joined the Parke Programs Committee shortly after that and have been chair of that committee for at least years.

Prior to moving to the Parke my last 23 working years were spent at the City of Rockville in Montgomery County Maryland working for the Department of Recreation and Parks.

One of my duties there was to rent a lovely mansion for conferences, weddings, bar mitzvah’s anniversaries, etc. We were also responsible for reserving the City Parks and Recreation Centers and the rental of a theatre.

The Parke Program Committee is charged with initiating and overseeing events and activities for the community to enjoy. These include trips, pot lucks, movie nights, sometime shows and we also encourage our residents to attend our meeting and suggest activities they might like to see take place.

All activities sponsored by the Parke Program Advisory Committee are open to all residents.

Kirk Parsons

Vice President at Engineering and Technical Consultants, Inc.

Kirk Parsons

Vice President at Engineering and Technical Consultants, Inc.

Mr. Parsons began his consulting career with Engineering and Technical Consultants, Inc. in 1989 where he has since developed his expertise in areas of forensic evaluation, cost engineering, reserve and warranty studies, design, document preparation, materials testing and quality control inspections for a wide range of building components and applications. In addition, he is proficient in the preparation of detailed construction drawings and specifications.

Mr. Parsons’ extensive experience in various aspects of overall building evaluations has sent him traveling throughout the country. His experience has included inspection, evaluation and design of well over five million square feet of roofing and waterproofing areas encompassing a variety of systems (built-up, single plies, shingles, etc.) and building types. He is a Registered Roof Consultant as designated by IIBEC.

Kirk’s experience also involves other building components, including building exteriors, EIFS, masonry, through-wall flashings, concrete, coatings and sealants as well as concrete and pavement site elements. He advanced to the position of Vice President with ETC in 2003 and has managed the Maryland office since that time.

Kirk lives in Marriottsville, Maryland where he and his wife of 33 years have raised their son. In his personal time, Kirk enjoys golfing, fine dining, traveling abroad and chasing around two papillons. He can be reached at 410.312.4761 or kparsons@etc-web.com

Nick Ryan (ALLSAFE Elevator Inspections, Inc.)

Nick Ryan

ALLSAFE Elevator Inspections, Inc.

Gary Saylor

Owner at Atlantic Maintenance Group

Theresa Tsamoutalis

President at Allsafe Elevators

Gail Windisch

Senior Director of Operations at Tidewater Property Management, Inc., AAMC

Gail Windisch

Senior Director of Operations at Tidewater Property Management, Inc., AAMC

Gail studied Business Administration at Frederick Community College and joined Tidewater in May of 2003 after answering an ad for an Administrative Specialist position. Throughout her career at Tidewater, she has worked in almost every division and position possible in the office and has excelled into her current position as the Senior Director of Operations. In her current role, she oversees the marketing, business development and general office operations of all office locations. While a member of CAI (Community Association Institute), Gail has earned several designations including the CMCA® (Certified Manager of Community Associations) in 2015, the AMS® (Association Management Specialist) in 2016 and, most recently, the PCAM® (Professional Community Association Manager) in 2018. She was named one of the Top 25 Finalists in 2016 and one of the Top 10 Finalists in 2017 in the National and prestigious Manager of the Year competition. Gail currently sits as the Vice President of the Board of Directors for the Chesapeake Chapter of CAI. Gail believes in the value of each employee and works hard to bring out the best in everyone. Although there is always room for improvement, it is her personal goal to encourage employees to excel both professionally and personally. Her door is almost never closed, and she is always willing to lend a helping hand in order to get the job done. She values teamwork and encourages everyone to believe in the same. In her spare time, she enjoys spending time with her daughter, son and husband and has a passionate love for the game of volleyball. Gail also loves to travel with her family and never turns down a trip to the beach!

Breakfast Sponsors

Many Thanks to Our Delmarva Breakfast Sponsors!

Delmarva Breakfast Seminar - Cover Your A$$ets! How to Build a Better Budget

Member ticket

Non-Member ticket

Networking and Breakfast

Networking and Breakfast

Educational Session

Educational Session

Jeff Alleman

Vice President at Kris Konstruction

Charles Davidson

Director, Business Development of Clean Energy

Dave Detrick

Manager, Growth and Retention at Chesapeake Utilities

Melissa Esham, CMCA, AMS, PCAM

Community Association Manager at Deeley Insurance Group

Todd Fritchman

President and CEO, Envirotech Environmental Consulting, Inc. (EECI) of Envirotech Environmental Consulting, Inc.

Brad Jarvis

Aquatech

Scott Karam

Kris Konstruction Roofing Professionals

Butch Kirk

ARK Systems, Inc.

Jordan MacWha

Business Development Director of Hawkins Electric Service, Inc.

Lee McCabe

CPA, CVA, Partner at PKS & Company, P.A.

Lisa Meck

Community Development Director of Carl M. Freeman Companies

Susann Palamara

Homeowner Speaker

Kirk Parsons

Vice President at Engineering and Technical Consultants, Inc.

Nick Ryan

ALLSAFE Elevator Inspections, Inc.

Gary Saylor

Owner at Atlantic Maintenance Group

Theresa Tsamoutalis

President at Allsafe Elevators

Gail Windisch

Senior Director of Operations at Tidewater Property Management, Inc., AAMC