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CAI-MN Homeowner Essentials Course: Board Leadership Development Workshop
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You're invited to join CAI-MN at its upcoming event for HOA board members, "CAI-MN Essentials: Board Leadership Development Workshop." This is a half-day workshop for Association Leaders, Homeowners & Professionals. Tom Engblom (CA Banc) & Michael Roche (Waldman Engineering Consultants) will facilitate the course.

12/5/2015
When: Saturday, December 5, 2015
8:00 AM until Noon
Where: Ewald Consulting Conference Center
1000 Westgate Drive
St. Paul 55114
Presenter: Tom Engblom (CA Banc) & Michael Roche (Waldman Engineering Consultants)


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Schedule:

8:00 - 8:30am: Registration

8:30 - Noon: Program

Cost:

$20/Person

Details:

Coffee & Snacks Included

Course Materials Included


Mark December 5th on your calendar! You're invited to join CAI-MN at its upcoming event for HOA board members, "CAI-MN Essentials: Board Leadership Development Workshop."  This is a half-day workshop for Association Leaders, Homeowners & Professionals. Tom Engblom (CA Banc) & Michael Roche (Waldman Engineering Consultants) will facilitate the course.  

Do you have questions regarding communications, meetings and volunteerism?

This course will help you learn how to maximize volunteer involvement in your community association by improving board communications, conducting effective meetings and building community spirit.

Would you like to know more about the fundamentals of financial management?
This course introduces the fundamentals of association financial management, including guidelines for protecting your association’s assets, preparing  a budget, planning for the future and collecting assessments. 

Could you use some practical tips on Professional Advisors and Service Providers?

Because putting together the right team to support your association can be challenging. You will learn practical tips on finding, evaluating and hiring qualified professional advisors and service providers.

If you are an association board member or committee member, this course is for you!!!!!!!!!! 

You will receive:

  • Strategies that work – learn proven methods that you can implement in an association to resolve a variety of issues and concerns that confront every community association.
  • Update on industry trends and legislation that will enhance your knowledge you need to sharpen your skills
  • You will value the interaction with your peers and the workshop facilitators. Ask questions and get detailed answers to your specific association concerns and issues.  This workshop is an excellent investment for your community association! Associations’ should consider paying registration fees with association funds.

Speaker Bios:

Tom Engblom

Tom Engblom began in Real Estate in 1984 as a licensed real estate broker/instructor in Illinois for (20) twenty years and university professor at numerous colleges/universities during the same period. Since 2004 Tom has taught as a National Instructor for Community Associations Institute including assisting in rewriting several of the PDMP course materials. Furthermore, Tom served on the National Business Council for Community Associations Institute. 

Tom began a second career in 2004 as an Association Banker for Mutual of Omaha Bank. Mutual of Omaha awarded Tom Engblom with the company’s prestigious Pillar Award – an honor given annually to the bank’s top 10 performers nationwide. Tom is a regional account executive for Mutual of Omaha Bank’s Community Association Banking group who demonstrated outstanding performance in 2011. Tom was one of 10 individuals honored out of nearly 1,000 bank employees nationwide. Pillar Award recipients undergo a vigorous nomination process that evaluates performance, leadership and a demonstrated commitment to Mutual of Omaha Bank’s purpose and core values. Performance is measured by production goals, demonstrated exceptional service and contribution to a positive work environment, among other criteria.

Tom has earned Certified Property Manager (CPM) from the Institute of Real Estate Management and Professional Community Association Manager from Community Associations Institute (PCAM).

Tom is currently President of CAI Illinois ranked as the 3rd largest Chapter in CAI. Tom is currently completing his Doctorate in Business Administration with the Dissertation dedicated to Association Management.

Michael Roche

Mike Roche is a 1998 graduate of the University of Illinois with a Bachelor/s degree in Accountancy.  He worked for seven (7) years as a public accountant, obtaining licensure with the State of Illinois as a Certified Public Accountant in 2001.  Mike prepared financial statements tax returns and other required filings for small to medium sized companies as well as training new accounting staff for clients. 

In 2007, Mike began his career in the real estate field as a property manager and real estate agent.  For six (6) years, Mike managed condominium, townhome and homeowners associations and for three (3) years as a residential and commercial real estate agent, being recognized in the “Million Dollar Sales Club” in his first year as an agent.  Mike earned his Professional Community Association Manager (PCAM) certification in 2012 from the Community Association Institute. 

Mike has presented at various trade shows and forums through Community Association Institute and the Association of Condominium, Townhome and Homeowners Associations since 2008.  He is currently the Vice President of Operations for Waldman Engineering Consultants, which provides property inspection services, plan of repair development, reserve studies and energy evaluations to communities

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