Safe & Sound: The SOCOTEC Condominium Leadership Summit | March 28, 2024

Tue 02/04/2024 - 08:59

Testimonies

EVENT DETAILS

What:

Safe & Sound: The SOCOTEC Condominium Leadership Summit

When:

Thursday, March 28, 2024

Where:

Le Meridien Dania Beach at Fort Lauderdale Airport - 1825 Griffin Road, Dania Beach, FL 33004

128

Attendees

Speakers

Trending Industry Discussions

Talk to Our Experts

Suly ENCALADA

305 903 8447

Suly.Encalada@socotec.us

Jesse RITTENHOUSE

561 801 7576

Jesse.Rittenhouse@socotec.us

Michael YORK

239 304 6939

Michael.York@socotec.us

Captured Moments

Safe & Sound: The SOCOTEC Condominium Leadership Summit Recap

On March 28, SOCOTEC hosted the first ever Safe & Sound: The SOCOTEC Condominium Leadership Summit! This exclusive event, which was dedicated to empowering Florida condominium residents by providing expert guidance on leading safe, financially healthy, and well-maintained condominium buildings, took place at the Le Meridien hotel in Dania Beach, Florida.

We are thrilled to share the incredible journey from vision to reality, and how this event truly magnified the power of collaboration, innovation, and dedication to excellence.

The meeting, bringing together more than 100 industry professionals, association board members, and executives from property management companies under one roof, demonstrated a profound exploration of the condominium sector encompassing vital topics like legislative updates and insurance requirements to best practices and compliance. Esteemed experts, including Legislators, Senior Property Managers, Engineers, Project Managers, Attorneys, Bankers, and Insurance Advisors, led educative sessions tailored to both novice and seasoned industry practitioners.

The summit provided a platform for meaningful connections and networking opportunities. Attendees had the chance to exchange ideas, forge partnerships, and build lasting relationships with fellow condominium leaders and property management industry professionals.

The success of the Safe & Sound Summit reflects SOCOTEC's position as a leader in advancing innovation and excellence across architecture, engineering, advisory, and life safety disciplines.

We extend our deepest gratitude to all of our sponsors, partners, speakers, and attendees for their unwavering support and contributions to the success of the summit. Together, we have made a difference in promoting safety, soundness, and excellence in condominium management and beyond!

Stay tuned for future events and initiatives from SOCOTEC as we continue to lead the way in promoting excellence for a safer and sustainable world!

For more detailed information, read our event Press Release.

Download Press Release

Connect with our SOCOTEC Attendees

Suly ENCALADA, Director of Business Development

Oscar HERNANDEZ, Associate

Jared JACOBS, Videographer

Kaeta JARKOW, Marketing Strategist

Zachary NORD, Principal

Amy PHILLIPS, Managing Director

Michael POU, Principal

Jesse RITTENHOUSE, Director of Strategy

Alan SIDES, Senior Managing Director

Adam SNITZER, Principal

Marta VALENS, Business Administrator

Robert VECCHIO, CEO of Specialty Engineering

Massimiliano VOTO, Senior Associate

Casey WARD, Principal Engineer

Michael YORK, Director of Business Development

Testimonies

Key Takeaways

Topics discussed throughout the Summit imparted the following learning objectives:

How your association can best cope with the latest building-safety legislation, insurance requirements, banking realities, and repair costs.
How to comply with the latest state regulations for structural inspections, reserve requirements, and life/safety systems.
How to navigate the insurance industry’s outlook, latest requirements, and future trends.
How to best meet your fiduciary obligations as an association board member or property manager.
How to utilize best practices in efficiently conducting repairs and maintenance.
How to help your community save money and control costs.
How to best understand and manage unit owner concerns.

Registrant Demographic

The summit offered a valuable platform for fostering connections and networking opportunities. Attendees included:

Legislators
Senior Property Managers
Engineers
Project Managers
Attorneys
Bankers
Insurance Advisors

Panel 1: Legislative Update: Latest from Tallahassee

Florida state politicians, attorneys and Tallahassee insiders delve into the latest updates coming from the state capital, unpacking the implications of new building safety rules and regulations surrounding condominium communities. From legal perspectives to community impact, the panel aims to provide a comprehensive understanding of the evolving landscape that will shape the obligations of association board members and the future dynamics of Florida condominium living.

Panel 2: Insurance Outlook & Cost Saving Measures

Industry leaders analyze the intricate intersection of Florida's insurance requirements and banking realities, exploring their profound effects on condominium community finances. Delving into the challenges and opportunities, the panel aims offer insights into successfully navigating the increasingly complex dynamics of insurance and banking for condominium communities.

Panel 3: Well-Maintained Building Best Practices

An engineer, project manager, life safety consultant, contractor and legal advisor converge to share strategic insights on optimizing compliance with state building safety regulations. Drawing on their diverse expertise, the panel explores innovative approaches and best practices to meet the evolving regulations efficiently and cost effectively with as little disruption as possible to day-to-day life at the community.

Speakers

Panel 1: Legislative Update: Latest from Tallahassee
Panel 2: Insurance Outlook & Cost Saving Measures
Panel 3: Well-Maintained Building Best Practices

Oscar HERNANDEZ
Associate, SOCOTEC (SLS Consulting, a SOCOTEC Company)
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Morgan MARCOS
President/CEO, Innovative Solutions Construction, Inc.
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Bruce MASIA
Regional Vice President, KW Property Management and Consulting
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Michael POU
Principal, SOCOTEC (DSS Condo, a Division of SOCOTEC)
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Jason RODGERS-DA CRUZ
Shareholder, Siegfried Rivera
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Casey WARD
Principal Engineer, SOCOTEC (formerly Forge Engineering)
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Josh BURKETT
Lobbyist/Consultant, Mark Anderson Consulting
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David HABER
Managing & Founding Shareholder, Haber Law
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-02\/david-haber.webp","name":[{"value":"David HABER","_attributes":[]}],"job_position":[{"value":"Managing & Founding Shareholder, Haber Law","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"David B. Haber, founder of Haber Law, has over 30 years of experience representing clients in the areas of construction law, complex commercial disputes, real estate and business law, and community association representation. Mr. Haber and his firm emphasize quality of practice, efficiency, and responsiveness to each client's needs. Mr. Haber is Board Certified in Condominium and Planned Development Law, is recognized by Super Lawyers in Construction Litigation, and is a Fellow of the Construction Lawyers Society of America.\r\n\r\nMr. Haber has represented and counseled property and business owners, real estate developers, lenders, community associations, contractors and design professionals, and commercial landlords in connection with multimillion-dollar and complex construction, capital improvement, and repair projects, including assisting clients with contract negotiation, bidding and bid protest proceedings, approvals, financing\/loans, insurance issues, construction and design disputes, real estate-related transactions, commercial leases and commercial landlord\/tenant disputes, distressed asset based transactions, loan workouts and restructurings, and business entity formation, disputes and dissolution.\r\n\r\nMr. Haber also represents business owners, individuals, community associations and business entities in complex business litigation, arbitrations and appeals, community association law, and other commercial and real estate-related disputes involving mortgage and uniform commercial code foreclosures (including receiverships, assignments of rents and leases and defense of lender liability matters), title insurance claims defense and coverage disputes, construction defects litigation, fraud, contract and forgery litigation, commercial aviation litigation, bankruptcy and creditor's rights representation, and sophisticated international collection matters.","format":"plain_text","_attributes":[]}]}
Jerrime KITSOS
Senior Vice President, HUB International
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Matt MINCHOW
Executive Director - Community Association Banking, First National Bank of Omaha
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James SCHUMAKER
Executive Vice President of Business Development, Castle Group
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-02\/james-schumaker_reduced.webp","name":[{"value":"James SCHUMAKER","_attributes":[]}],"job_position":[{"value":"Executive Vice President of Business Development, Castle Group","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"James is a real estate veteran with over 25 years of operational and business development leadership. Prior to Castle Group, James served in executive positions for national and global real estate companies, building strategic alliances and partnerships for tactical growth and results.","format":"plain_text","_attributes":[]}]}
Michael YORK
Director of Business Development, SOCOTEC (formerly Forge Engineering)
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2022-09\/michael-york.webp","name":[{"value":"Michael YORK","_attributes":[]}],"job_position":[{"value":"Director of Business Development, SOCOTEC (formerly Forge Engineering)","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"Mr. Michael York had a senior leadership role in combining the operations of Forge Engineering, Inc. with Vidaris, Inc. a SOCOTEC Company in 2021. Following the acquisition, he continued in the development of the technical and administrative operations of SOCOTEC - now serving as the conduit and corporate framework through which all brands and current service offerings are provided. As SOCOTEC continues to grow, he continues to play a major part in the business development and growth of the Southeast Region offices.\r\n\r\nAs Director of Business Development, he oversees and provides leadership for client communications, contract negotiations, administration and the business development departments for the Southeast Region. Michael is an enthusiastic asset to SOCOTEC, focused on building and maintaining strong client relationships within the engineering footprint. His focus is primarily on homeowner associations, new construction, remodels, marine, land development, and much more.","format":"plain_text","_attributes":[]}]}

Mark ANDERSON
Founder & CEO, Mark Anderson Governmental Consulting
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Donna BERGER
Shareholder, Becker & Poliakoff
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Hillary CASSEL
State Representative, Florida State
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-03\/rep-hill.webp","name":[{"value":"Hillary CASSEL","_attributes":[]}],"job_position":[{"value":"State Representative, Florida State","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"Hillary Cassel is a talented attorney and first-term State Representative. Hillary resides in the wonderful city of Dania Beach and graduated with honors from Nova Southeastern University Shepard Broad Law School in 2006, where she served as the Chief Advocate of the Moot Court Honor Society. Hillary holds a BS degree from Florida State University and an AA degree from Tallahassee Community College. She was born in Boynton Beach, Florida, and is of Jewish faith. When Hillary is not representing her constituents in the state legislature, she enjoys practicing meditation and yoga, reading, and spending quality time with her husband Michael and their son Shepard.","format":"plain_text","_attributes":[]}]}
Katharine EFFRON
Vice President, South Florida High-Rise Division, FirstService Residential
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-03\/katharine-effron-cropped.webp","name":[{"value":"Katharine EFFRON","_attributes":[]}],"job_position":[{"value":"Vice President, South Florida High-Rise Division, FirstService Residential","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"Katharine Effron serves as Vice President of the South Florida High-Rise Division for FirstService Residential. She first joined the company as a regional director and has more than two decades of community association management experience. Katharine oversees oeprations for a robust portfolio of high-rise condominiums in the region, ensuring delivery of service excellence.\r\n \r\nKatharine is a Licensed Community Association Manager, and holds certifications in property management. In 2020, she received the South Florida High-Rise President's Award for her outstanding contributions to the company.\r\n \r\nKatharine has authored industry articles on property management and operations. She also serves as a company subject matter expert providing broad-based expertise and practical solutions to address community specific needs.\r\n \r\nKatharine's interests include music, cars, cooking and gardening. In her spare time, she supports social causes for children's welfare and animal adoption efforts.","format":"plain_text","_attributes":[]}]}
Rosalind OSGOOD
State Senator, Florida State Senate
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-03\/rosalind-osgood-headshot-reduced.webp","name":[{"value":"Rosalind OSGOOD","_attributes":[]}],"job_position":[{"value":"State Senator, Florida State Senate","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"A Broward County native, Senator Rosalind Osgood holds a Master\u2019s and Doctoral Degree in Public Administration from Nova Southeastern University. She has earned a Master\u2019s Degree in Divinity from New Orleans Southern Baptist Theological ATS fully accredited Seminary. She has been the Chief Executive Officer of Mount Olive Development Corporation for the past 23 years, a Faith in Florida Organizer, a Florida Senator for District 32, and an Associate Minister at New Mount Olive Baptist Church. \r\n\r\nSenator Osgood was the former Chair of the Broward County School Board, leading the School Board\u2019s National Mask Mandate battle against the Governor of Florida in 2020.\r\n\r\nSenator Osgood is a Former Adjunct professor at Nova Southeastern University Huizenga School of Business and the author of two books, The Story Behind the Story and Influential Woman Leader. She is a member of numerous professional organizations, including Alpha Kappa Alpha Sorority, Incorporated, the Links, Incorporated, and a Life Member of the Fort Lauderdale Broward Branch of the NAACP. She is also a graduate of Leadership Florida Cornerstone Class 37.\r\n\r\nIn 2013, she became the First Female Chaplain for the City of Fort Lauderdale Police Department. She has served on numerous Boards and Committees. Currently, she serves on the Florida Council on the Social Status of Black Men and Boys, Broward Behavioral Health Coalition Board, the Nova Southeastern University Huizenga School of Business Advisory Board, and the Faith in Action National Board.","format":"plain_text","_attributes":[]}]}
Jason PIZZO
State Senator, Florida State Senate
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-03\/jason-pizzo-headshot.webp","name":[{"value":"Jason PIZZO","_attributes":[]}],"job_position":[{"value":"State Senator, Florida State Senate","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"Jason William Barnet Pizzo is an American attorney and State Senator who has served as a member of the Florida Senate since 2018, representing parts of coastal Broward and Miami-Dade Counties. Senator Pizzo received his undergraduate degree from New York University, and a few years later earned his master\u2019s degree from Columbia University.","format":"plain_text","_attributes":[]}]}

Adam SNITZER
Principal, SOCOTEC (DSS Condo, a Division of SOCOTEC)
{"img":"https:\/\/www.socotec.us\/s3fs-public\/2024-02\/adam-snitzer-headshot_linkedin.webp","name":[{"value":"Adam SNITZER","_attributes":[]}],"job_position":[{"value":"Principal, SOCOTEC (DSS Condo, a Division of SOCOTEC)","_attributes":[]}],"linkedin":[],"twitter":[],"description":[{"value":"Adam Snitzer is a senior executive with 20+ years\u2019 experience delivering exceptional revenue and customer satisfaction results at top travel, hospitality, financial services and construction management companies. \r\n\r\nAdam manages sales, marketing, finance and administration at DSS Condo, a Division of SOCOTEC. DSS Condo is the only South Florida Owners' Representative firm dedicated exclusively to helping Condominium Associations run smooth, cost-effective renovation projects.","format":"plain_text","_attributes":[]}]}

Thank you to our Sponsors!

Sponsor

Best Roofing

https://www.bestroofing.net/

Sponsor

CitiQuiet Windows & Doors

https://citiquiethurricanewindows.com/

Sponsor

EmpireWorks

https://www.empireworks.com/

Sponsor

Kustom US

https://kustom.us/

Sponsor

Nouveau Elevator

https://www.nouveauelevator.com/nouveau-florida/

Sponsor

The Paving Lady

https://pavinglady.com/

Sponsor

Sherwin Williams

https://www.sherwin-williams.com/

Safe & Sound: The SOCOTEC Condominium Leadership Summit | March 28, 2024

EVENT DETAILS

What:

Safe & Sound: The SOCOTEC Condominium Leadership Summit

When:

Thursday, March 28, 2024

Where:

Le Meridien Dania Beach at Fort Lauderdale Airport - 1825 Griffin Road, Dania Beach, FL 33004

Talk to Our Experts

Captured Moments

Safe & Sound: The SOCOTEC Condominium Leadership Summit Recap

Connect with our SOCOTEC Attendees

Suly ENCALADA, Director of Business Development

Oscar HERNANDEZ, Associate

Jared JACOBS, Videographer

Kaeta JARKOW, Marketing Strategist

Zachary NORD, Principal

Amy PHILLIPS, Managing Director

Michael POU, Principal

Jesse RITTENHOUSE, Director of Strategy

Alan SIDES, Senior Managing Director

Adam SNITZER, Principal

Marta VALENS, Business Administrator

Robert VECCHIO, CEO of Specialty Engineering

Massimiliano VOTO, Senior Associate

Casey WARD, Principal Engineer

Michael YORK, Director of Business Development

Testimonies

Key Takeaways

Topics discussed throughout the Summit imparted the following learning objectives:

Registrant Demographic

The summit offered a valuable platform for fostering connections and networking opportunities. Attendees included:

LegislatorsSenior Property ManagersEngineersProject ManagersAttorneysBankersInsurance Advisors

Panel 1: Legislative Update: Latest from Tallahassee

Panel 2: Insurance Outlook & Cost Saving Measures

Panel 3: Well-Maintained Building Best Practices

Speakers

Oscar HERNANDEZ

Morgan MARCOS

Bruce MASIA

Michael POU

Jason RODGERS-DA CRUZ

Casey WARD

Josh BURKETT

David HABER

Jerrime KITSOS

Matt MINCHOW

James SCHUMAKER

Michael YORK

Mark ANDERSON

Donna BERGER

Hillary CASSEL

Katharine EFFRON

Rosalind OSGOOD

Jason PIZZO

Adam SNITZER

Thank you to our Sponsors!

Sponsor

Best Roofing

Sponsor

CitiQuiet Windows & Doors

Sponsor

EmpireWorks

Sponsor

Kustom US

Sponsor

Nouveau Elevator

Sponsor

The Paving Lady

Sponsor

Sherwin Williams

Legislators
Senior Property Managers
Engineers
Project Managers
Attorneys
Bankers
Insurance Advisors