Echo Southern California HOA Board Education & Management Seminar

Event Date 
Saturday, November 9, 2019 - 7:30am to 12:30pm


ECHO Educational Seminars feature local HOA experts and professional instruction for board members.

How New Laws Affect Financial Management & Health of Your Association

Presented by David Levy, CPA - Levy Erlanger & Company

This course will cover basic knowledge of an annual budget, reserve studies, financial statements and income taxes. You will also learn about (1) Accounting procedures to implement immediately to reduce your association’s vulnerability to fraud and embezzlement, (2) Explicit actions to comply with new board financial responsibility laws and, (3) Expectations from your insurance company and law enforcement if you are hit with white collar crime.  After this course, you will be able to manage your association’s financial operations with efficiency and confidence.


5 Techniques to Avoid Fair Housing Claims

Presented by Mark Guithues - Community Legal Advisors

Fair Housing Claims, comprised of alleged violations of the Federal Americans with Disabilities Act, the Federal Fair Housing Act, the State of California’s Fair Housing and Unruh (Civil Rights) Act, may all be prosecuted by California’s Department of Fair Employment & Housing at zero cost to the claimant against you and your Board’s directors and the association itself.  Learn to avoid these expensive and unrelenting acts of “equity.”


13 Legal Cases That Define HOA Law & Why You Need to Know Them

Presented by Mark Guithues - Community Legal Advisors & Sandra Gottlieb - SwedelsonGottlieb

Join two legal experts in exploring the foundations of the Davis Stirling Act through the Court’s eyes. Learn the most recent standards for association governance and how the Courts have looked at CC&Rs, maintenance responsibilities, pets, noise and other common community conflicts.


Ask-the-Professionals Open Forum

Stick around to have questions submitted on-site by YOU answered by a panel of our expert speakers.

Thank you to Our Founding Sponsors



Thank You to Our Exhibitors 

Accurate Termite and Pest Control 


Chapman and Intrieri, LLP

Duramax Building Products 

Heritage Bank of Commerce 

HOA Accounting Services, Inc.

Kirk Miller Insurance Agency, Inc


Payne Pest Management