Decoding Condo Projects
The first in a series of interactive educational events for Association Board Members, Committee Members and Property Managers. During this half-day event, Association leaders and decision-makers will gain critical and practical information to help navigate the overwhelming financial, legal and political process of planning and executing a large-scale project.
CAMs will earn Continuing Education Credits
1 Hour: Operations and Physical Property
1 Hour: Insurance and financial Management
1 Hour: Elective
12:30pm - 5pm, 3 sessions
5pm Complimentary Happy Hour
788 Brickell Plaza, Miami, FL 33131
Valet for $15 at East or Parking at Brickell City Center Parking Garage:
701 S Miami Ave, Miami FL 33131
adjective | col·lec·tive | kə-ˈlek-tiv
A collective is a group of entities that share or are motivated by at least one common issue or interest, or work together to achieve a common objective. (Wikipedia)
The Miami Condo Collective is a group of industry professionals applying collective knowledge and resources to promote education, efficiency and transparency in Community Associations.
Our goal is to provide Association leaders with the tools they need to be successful and make informed and fair decisions on behalf of their homeowners.
Stay tuned to find out more on who will be sponsoring the first event: Decoding Condo Projects. See event details above.
MIAMI CONDO COLLECTIVE IS THRILLED YOU WILL BE ATTENDING!
PLEASE COMPLETE THE INFORMATION BELOW TO SUBMIT YOUR RSVP.
SPACE IS LIMITED.
An Iowa native, Anna graduated Magna Cum Laude from Boston University in 2005. She then spent several years working for a consulting firm in Southeastern Mexico before moving to Miami, where she earned her MBA from Florida International University. After graduating, Anna began working with KW Property Management and Consulting, where she spent seven years as a Property Manager and District Manager, working with a multitude of Associations throughout Miami-Dade. In 2015, Anna was honored as South Florida’s “Manager of the Year” by the Florida Communities of Excellence organization.
Anna began working with DSS Condo as Director of Business Development in 2016 after the birth of her first son. As a seasoned and awarded Property Manager, Anna understands the political, legal, financial and operational challenges faced by Condominium Boards and Managers.
Anna’s ultimate goal is to transform the way Associations approach projects, bringing clarity and reason to a typically chaotic and confusing industry. To that end, Anna created the Miami Condo Collective as a way to deliver useful and practical information to Boards and Managers, arming them with the tools needed to deliver successful projects for their Associations.
Michael Zawaki is a widely-known leader and speaker in the South Florida Community Association Industry with a substantial amount of diversified experience in Professional Speaking and Career Development. Michael has demonstrated success collaborating with professionals and management at all levels. Over the past 35 years, Michael has worked with numerous corporate executives, community Association Managers and industry leaders, providing executive coaching and business development strategies. As a professional speaker, trainer, and facilitator, Mike has delivered speeches, keynote addresses and conducted seminars for over 30 years and has personally authored over 50 State certified C.E.U. courses.
Derek has been performing skilled roofing condition assessments and advocacy for property owners, insurance professionals, manufacturers, attorneys and any other interested parties for over 25 years. His services include: forensic testing, life cycle analysis, storm damage analysis, preparation of scope of work and consequential comprehensive project management and quality assurance enforcement. He is a licensed and certified roofing consultant and inspector and has worked on behalf of Associations and Homeowner’s throughout Florida and Texas as one of the industry’s foremost leaders in roofing system design and inspection.
Ryan is a Senior Vice President in Corporate Risk and Broking at Willis Towers Watson Insurance in South Florida. Ryan and his team identify and quantify their client’s inherent risk and implement strategies to mitigate, manage, and reduce the total cost of risk. For the past 13 years, Ryan has focused on complex risk in the real estate and construction industry. Accessing considerable resources, Ryan allocates industry experts to face challenges in the evolving real estate and construction landscape. He is also well-versed in Condominium Association risk as developer clients place permanent insurance, post-construction. Prior to joining Willis Towers Watson, Ryan served as a Senior Vice President at another large, publicly traded broker.
Ryan earned a Bachelor of Science in Public Relations with a minor in Business Administration from the University of Florida. He is licensed in 50 States and holds designations as a Certified Insurance Counselor, Accredited Adviser in Insurance, and a Construction Risk and Insurance Specialist. He is a Board Member at the South Florida Chapter of CFMA (Construction Financial Management Association) and volunteers at the Sheridan House Family Ministries.
Born into the construction trade, James began working for his father’s general contracting company at an early age. His love for building and creating with his own two hands has led him down a long and exciting path within the industry. By the age of 30, James was running his own construction design/management company, Creative Concepts, LLC. His exceptional work ethic, along with his attention to detail, helped him build a reputation as someone who holds his work, and the work of others, to the highest standard. In recent years, he made the move from his home town, New York City, to Miami where he sought out a formal education, obtaining a Master of Architecture degree from Florida International University.
As one of the very first employees of DSS Condo, James has played an enormous role in growing the company and its stellar reputation for delivering Association projects on-time and on-budget. James is passionate about learning and teaching others, and is now an adjunct professor of structural systems at FIU, in addition to his role as DSS Condo’s Director of Operations.
A second generation professional roofing contractor, Best Roofing’s President and CEO, Gregg Wallick’s knowledge and passion for the industry is the driving force behind Best Roofing’s reputation, growth and success. Best Roofing employees over 270 full-time team members who service the commercial roofing community in South Florida.
Gregg is also the Founder of a sales automation software company that was developed for Best Roofing called “Follow Up Power.” Follow Up Power currently has a client base throughout the United States.
Prior to purchasing Best Roofing, Gregg was the Founder, President and CEO of General Roofing Services/GRS from 1987 to 2001. At Gregg’s departure from General Roofing Services, they were the largest roofing contracting business in the United States with over 2,800 employees.
Gregg is a graduate of the University of Miami, holding both his undergraduate degree in business administration, as well as his MBA. As a former captain of the Miami Hurricanes football team, Gregg believes the principles that were taught and the ambitions that were fueled on the athletic field still hold true today. The qualities of dreaming, reaching and achieving success are fundamental to excelling in sports and translate perfectly into the business world and life in general.
Richard A. Garcia is the Vice President-HOA Team Leader for City National Bank. Richard was born and raised in Miami, FL. He attended Christopher Columbus H.S. as well as Florida International University, where he earned a degree in Business Administration. Richard has been in banking for the past 10 years, in which he has specialized in association banking for the past eight years. In 2017, City National Bank received the Platinum level award, the highest possible, by the Florida Condo Association Journal Choice Awards.
City National Bank, headquartered in Miami, is the financial institution to which Floridians have turned for 70 years. With more than $10 billion in assets, CNB is one of the largest financial institutions based in the state. City National Bank is a subsidiary of Chilean bank, Banco de Credito e Inversiones (Bci), and remains a South Florida-based community bank with local decision making. City National Bank is one of the most liquid and best capitalized banks in Florida and is rated 5 stars "Superior" by BauerFinancial. CNB was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank and Best Foreign National Mortgage Lender by the readers of the Daily Business Review for the past four years.
Ray Rodriguez (Reggie) was born and raised in Miami to Cuban parents; graduated from University of Miami with a Bachelors in accounting, and a Masters in Finance and Marketing and has always been a great part of his community throughout his many endeavors as an entrepreneur. His professional career in the Construction Industry began when he became certified as a General Contractor in 2003; today he has over 15 years of experience in new custom homes construction, and commercial concrete restoration, waterproofing, and painting. Currently, Reggie is the Co-President and Co-Owner of Pro-Max Restoration and Paint where he has lead the company in different roles including operations and business development.
Brian leads business development of Willis Transportation, Real-estate, Healthcare and Construction Initiatives in South Florida. He acts as Senior Account Executive for many of Willis’ largest clients, and coordinates with the broking team to drive best-in-class results. Brian is highly involved in the South Florida Community and serves as Chairman of the Mount Sinai Medical Center Foundation Board, sits on the Nicklaus Children’s Health Foundation Presidents Cabinet and is a member of the Builders Association of South Florida.
Prior to joining Willis, Brian was an AVP with Marsh and McLennan Companies in Ft Lauderdale, FL, where he gained valuable experience underwriting, placing and servicing the insurance programs of some of the world’s largest companies.
Brian is licensed by the Florida Department of Insurance with a 2-20 Property & Casualty and 2-15 Health & Variable Annuity License. Brian also holds the CRIS designation (Construction Risk Insurance Specialist).
Jane Gould has had more than 30 years of experience managing large organizations, successfully overseeing large construction projects, negotiating substantial contracts and acquisitions and developing business strategies resulting in significant revenue increases and efficiencies.
Jane served as the President and CEO of a large health care entity in New York City expanding it from a $25 million company to a $92 million enterprise with 1400 professional and paraprofessional employees.
Prior to the above, Jane served in the Cabinet of former Governor Mario Cuomo as the Director of the New York State Office for the Aging. She advised the Governor on aging issues and managed a budget of $400 million.
In addition, she has served on six Boards of Directors and been President of four of them including nationwide and statewide organizations. She is currently President of the Board of Yacht Harbour Condominium Association.
Evan J. Small is a partner based in Ball Janik LLP’s Orlando, Florida office and is a member of the firm’s Construction Litigation and Defect practice group. He is a Florida Board Certified Specialist in Construction Law, designated by the Florida Bar as an expert in Construction Law (fewer than 1% of all lawyers in Florida have achieved this designation). Mr. Small was selected to the Florida Rising Stars list 2016-2017, published in Super Lawyers Magazine. Mr. Small’s practice is devoted to assisting clients solve complex construction problems with a focus on representing owners in prosecuting construction defect and insurance coverage claims.
With Mr. Small’s assistance, Ball Janik LLP has recovered tens of millions of dollars for clients in complex construction defect and insurance coverage claims. Mr. Small has substantial experience and success litigating cases involving defective stucco, siding, roofing, and windows. He regularly represents the interests of owners for the defective construction and design of high-rise structures and commercial properties throughout Florida.
12:15-12:45 Check-in and introductions, lunch buffet
12:45-1:00 Opening Remarks and Introductions
1:00-1:45 Session 1: “The Cost of Construction” Developing an accurate and responsible project budget your Association can handle + Understanding your project costs • Common missteps in project budgeting • Special Assessments and Association loans – how does it work
1:55-2:40: Session 2: “Better Bidding Procedures” Achieving lower project costs by keeping the bidding process fair and transparent • Proper, Legal, Fair Bidding procedures • Vetting your Contractors • Common missteps in the bidding process
2:50-3:35: Session 3: “Rallying Your Residents” • Strategies for dealing with difficult unit owners • Discussing projects and Assessments with your homeowners • The Board’s role in a project • Protecting yourself—correct meeting procedures
3:45-4:30 Panel Discussion: Creating Successful Projects All Speakers + Attorney Moderator: Michael Zawaki, Presentation Dynamics
4:30-5:00 Open Q&A “Ask the Experts”
5:00-7:00 Happy Hour Reception and Networker – 2-hour open bar and passed hors devours