• Module 3: Fundamentals of Financial Management. Module 3 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.

• Module 4: Professional Advisors and Service Providers. Because putting together the right team to support your association can be challenging, Module 4 provides practical tips on finding, evaluating, and hiring qualified professional advisors and service providers.

• Module 5: Association Rules and Conflict Resolution. Module 5 explores guidelines for making reasonable association rules, enforcing rules fairly and resolving conflict effectively.

Enjoy a day of golf at one of Indiana's premier golf courses while networking with community association professionals, competing in fun contests, and winning prizes.

Join us for a focused Law Symposium featuring attorneys presenting on two important areas affecting community associations: owner records requests and fair housing compliance.

Attendees will gain practical guidance on legal requirements, risk management, and best practices for handling common situations that can create liability for associations, boards, and community association managers.

EVENT SCHEDULE

8:30 AM – 9:00 AM
☕ Check-In & Networking

9:00 AM – 9:10 AM
Opening Comments & Welcome

9:15 AM – 10:15 AM
⚖️ Session 1: Fair Housing Issues and Liability Traps
Understanding the HOA’s Obligations Under the Fair Housing Act

10:15 AM – 10:30 AM
☕ Break

10:30 AM – 11:30 AM
Session 2: Owner Records Requests
Owner Rights, Records Inspections & Retention Best Practices

11:30 AM – 11:45 AM
☕ Break

11:45 AM – 12:45 PM
Moderated Attorney Panel Q&A

Attorneys will discuss the rights of owners to inspect Association records and the legal requirements that apply in Indiana. The session will also cover practical considerations for responding to and managing inspection requests, along with records retention best practices.

Topics include:

• Owner rights to inspect Association records
• Indiana legal requirements
• Managing inspection requests
• Records retention best practices

 

Fair Housing Issues and Liability Traps

Understanding the HOA’s Obligations Under the Fair Housing Act

This session will examine common Fair Housing Act issues that community associations may encounter and the potential liability risks that can arise when requests, rules, or complaints are not handled appropriately.

Topics include:

• Association obligations under the Fair Housing Act
• Disabilities and owner requests for reasonable accommodations
• Familial status discrimination
• Well-intended rules that may violate fair housing laws
• Emotional support animals and harassment claims
• Handling fair housing complaints and litigation

 

Attorney Panel Q&A

The symposium will conclude with an attorney panel Q&A session, giving attendees an opportunity to ask questions and hear practical perspectives from the presenting attorneys on legal issues affecting community associations.

This symposium is designed to provide community association managers, board members, and industry professionals with practical legal insight they can use when navigating records requests, fair housing concerns, and other compliance-related challenges.

Registration Fee:

• CAI Members: $30 through September 29 | $35 after September 29
• Non-Members: $40 through September 29 | $50 after September 29
  Early Bird pricing ends September 29.