CALNARPM 2026 CONFERENCE & TRADE SHOW
NAPA CA
Tuesday & Wednesday
March 23-25, 2026
Meritage Resort & Spa
875 Bordeaux Way
Napa, CA 94558
NAPA CA
Tuesday & Wednesday
March 23-25, 2026
Meritage Resort & Spa
875 Bordeaux Way
Napa, CA 94558
Join fellow residential property management professionals for Harvesting Success: Growing Stronger in Property Management — an inspiring event designed to help you cultivate growth, strengthen your business, and connect with industry leaders.
Surrounded by the scenic vineyards of wine country, you’ll gain valuable insights through expert-led sessions, innovative workshops, and dynamic networking experiences that will elevate your property management practice. Don’t miss your chance to grow, learn, and thrive in Napa – where success is always in season!
Schedule
Monday, March 23, 2026
8am – 9am – Day 0 Registration
12:00pm – 5:00pm Class with Tracey Merrell
(Requires Separate Fee)
Tuesday, March 24, 2026
8:45am – 5:15 pm – Main Sessions
5:30pm Evening Activities & Welcome Party
Wednesday, March 25, 2026
9:00am – 3:00pm – Main Sessions
*Subject to Change
$650
Does not include Day 0
General Admission Ticket Deadline
March 22, 2026 at 3:00pm
Onsite Ticket Price
$750
Monday, March 23, 2026
12:00pm – 5:00pm
Presented by Tracey Merrell
NOTE: You must be attending the conference to register for this special presentation.
$150 – Separate Fee from the Conference
Start your conference experience with a powerful, hands-on legal workshop designed specifically for property managers who want to sharpen their documentation and risk management skills — no law degree required.
Bring your questions regarding landlord tenant, fair housing, or other property management issues. **Note the Answers are going to be based on general law and not considered legal advice.
Tracey Merrell, Esq.
Legal Essentials for Property Managers
Attorney Tracey L. Merrell began her career in high volume post-foreclosure evictions representing mortgage lenders in all 58 California counties. As post-foreclosure evictions slowed, she transitioned to individual owner and multi-family residential litigation. She is familiar with all aspects of litigation from pre-trial strategy, discovery, motion practice, and trial including bench and jury. She utilized her knowledge of the landlord-tenant process as an editor of periodicals, including the CEB Evictions Guide and the Landlord Tenant Practice Guide published by Continuing Education of the Bar. Before joining the Law Office of Ada Cordero-Sacks she was the Managing Partner of Education for the law firm Kimball, Tirey & St John, training both clients and fellow attorneys on legal compliance for both state and local laws throughout California. She has been a sought-after speaker on landlord-tenant law, local rent control, fair housing, and legislative updates. Merrell graduated magna cum laude from CSUN with dual B.A. degrees in both Deaf Studies and Political Science. She earned both her law degree and Certificate on International and Comparative Law from DePaul University College of Law. She was admitted to the California Bar in 2009 and federal District Court for the Central, Northern, Eastern & Southern Districts of California in 2010. She is fluent in American Sign Language.
Leading From Anywhere: How Two Property Managers Run High-Performing Teams Remotely
Kevin Patterson is a licensed Broker in California and started in the Property Management world full time in 2014. He Started RentSource with 10 doors and 1 employee and has grown it to 5 locations in 2 states, over 1000 doors, and 13 employees. Kevin and his company gives back to all the communities we service in some fashion through time and charitable foundations. In his free time, you will find Kevin coaching his kids sports, backpacking, fishing, snowboarding, or up in Napa hitting the craft winery scene. rentsourcecorp.com
Enough is Enough - How to Rise above
Steve Rozenberg’s story is the epitome of transforming turbulence into triumph. From soaring as an international pilot to shaking up the business world, Steve's saga is one of soaring ambition and unstoppable momentum. When 9/11 abruptly clipped his wings, Steve didn’t just shift gears—he launched into overdrive, building a multimillion-dollar business empire that’s skyrocketing success for contractors around the globe. As the visionary behind The Rozenberg Group, Steve’s singular mission is to ignite explosive growth, turbocharging sales and setting revenue on a relentless rise. His mastery of sales, systems, marketing, and mindset is legendary—he’s the game-changing guru you didn’t know you needed. Steve has helped countless contractors flip the script. Steve doesn’t just fine-tune your business; he fuels it, flipping stagnant sales into a fierce force of unstoppable progress. His strategies don’t just improve—they ignite results that send your contracting business soaring to stratospheric heights.
Risk Management Practices to Mitigate DRE's Top Non-Compliance Items
Since 2005, Shannon Mitra has been investigating fraud, negligence, and other violations of California Real Estate Law. Prior to moving to sunny, warm California to protect real estate consumers in her role at the Department of Real Estate, Shannon was a public guardian and conservator for adults with chronic mental illness in cold, snowy Alaska.
Risk Management Practices to Mitigate DRE's Top Non-Compliance Items
Karan Dogra is an Audit Supervisor based in DRE’s Sacramento office. He joined the Department of Real Estate in December 2010 and served as an auditor for nearly 14 years. He graduated from California State University, Sacramento with a bachelor’s degree in business administration, concentrating in accounting. Karan also holds an MBA from Golden Gate University in San Francisco. Throughout his tenure in the Department of Real Estate’s Audit Section, he has enjoyed the daily challenges of the work and the opportunity to collaborate with staff on a wide range of audits.
Search Everywhere Optimization: Building a Visibility Plan That Works Even If Algorithms Change
Before he ever touched SEO, Chris started his career in the military, where served a full career and retired in 2017. He learned two things that still apply today: have a plan… and assume the plan will break within the first five minutes. That mindset actually turns out to be perfect preparation for digital marketing in the property management industry. After his military chapter, he moved into IT and Management consulting, where his job was essentially to help businesses find growth opportunities hiding in plain sight. What he discovered pretty quickly is that most companies don’t have a traffic problem — they have a visibility and conversion problem.
Harvesting Success: Cultivating a Winning Blend of People and Innovation
Jo-Anne Oliveri, also known as 'The Purple Empoweress,' is a distinguished figure in the field of property management. With over three decades of real estate experience and fifteen years devoted to coaching, mentoring, and consulting in property management, she has become a global thought leader and influencer in the industry. Jo is the Founder and Managing Director of ireviloution, Kaboudle, Flussos, and Property Management Academy.
Leading From Anywhere: How Two Property Managers Run High-Performing Teams Remotely
Karen Jordan is PM Partner with HBR Rentals and an RMPC - She is a breast cancer warrior and recently celebrated her 10 year of being cancer free. She has been in Real Estate since 2006 and along with her partners has been growing HBR Rentals since 2011. She has an amazing team that has helped grow the company to over 300 doors. She loves to be part of NARPM and the amazing friends that have helped her learn and grow. Her dreams and goals are to live on the coast, near the beach and help more families with their housing needs. hbrrentals.com
AI Agents: The Future of The Industry Leverage AI Tools
Sina Shekou, a three-time entrepreneur, is the Co-Founder and CEO of Aptly, a platform transforming property management through advanced collaboration, automation, and customer service tools. With over 20 years in the industry, Sina recognized the potential for technology to enhance property performance by improving relationships between property teams and their customers, leading to the creation of Aptly. Previously, he co-founded Propertyware, growing it into a leading SaaS platform for property managers before its acquisition by RealPage. Sina's career includes various roles at Oracle and being part of the founding team at Salesforce. Sina has also invested in, advised, and mentored many of today's exciting tech startups in the real estate industry. A lifelong learner and developer of talent, Sina enjoys sharing wisdom with other founders.
Fraud – A New Wave in 2026 & Beyond
Allison DiSarro is the Senior Vice President of Property Management Banking at Enterprise Bank & trust. She is the leading industry specialist who is well known and respected for her vast knowledge of Property Management Trust Accounts and their respective bank and state compliance rules as well as best practices for internal, external and bank fraud prevention. Allison has been banking ONLY Property Management companies since 2009; Personally banking over $3 billion in trust funds and ensuring their client trust funds are protected accordingly per state and federal law. She often educates the industry on this subject and has been a resource for management companies, auditors, consultants, attorneys as well as finance and accounting personnel.
Fraud – A New Wave in 2026 & Beyond
Tommy Perfect is the Co-Founder of PropDefend, a cybersecurity service built specifically for property management companies. Drawing from his years as CEO of Uplift Property Management, Tommy brings a rare blend of operational experience and industry insight to the cybersecurity world. He knows firsthand the vulnerabilities property managers face—and is committed to making digital protection simple, accessible, and reliable. A lifelong Ramona resident, Tommy’s leadership is shaped by his faith, his dedication to service, and his active involvement in local youth sports and community projects. He and his wife Meagan are raising their three young children in the heart of Ramona, where family and community remain central to everything he does. At PropDefend, Tommy’s mission is clear: help property managers safeguard their teams, their data, and the communities they serve.
Fraud – A New Wave in 2026 & Beyond
Kelli is the Co-Founder of PropDefend, a cybersecurity service built specifically for property management companies. With over 2 decades in Property Management; Kelli now owns K/ Segretto Consulting – providing process and implementation consulting to PM companies across the US. Utilizing her 20 years of property management experience, she assists business owners in optimizing their portfolios and operations. Her personalized process includes executing detailed strategies to create efficiencies, limiting current and potential liabilities, and increasing profit potential. Kelli works with clients with various size portfolios to develop business plans in competitive markets with many clients realizing increased profit margins of over 30% year over year.
The Art and Science of AI Prompts
Mike Sebastian is the Industry Principal at AppFolio and a recognized thought leader in both Real Estate and the integration of AI within the industry. With over 20 years of experience in real estate technology, Mike has been instrumental in helping real estate managers and investors unlock value and deliver superior returns. Mike helps Appfolio customers to leverage state-of-the-art software solutions and AI-driven insights to streamline business processes and enhance decision-making throughout the real estate lifecycle. His innovative approach continues to redefine operational excellence and investment performance in an increasingly tech-driven market.
Top 7 Insurance Coverages for Property Managers
Over 19 Years experience Property and Casualty Independent Insurance Broker working with Property Managers and Property Owners. 10 Time presenter at Cal Narpm and Local Chapters on the Top 7 Coverages for Property Managers. Past positions with Moody’s Investors Service, Standard and Poor’s, I.B.M.
Tech-Powered Compliance: Navigating California’s New Rental Laws
John Limburg is a Western Sales Manager for Yardi Breeze where he partners with hundreds of property management companies to streamline operations and enhance compliance through technology. With extensive experience in property management solutions, John is a trusted resource for industry professionals seeking practical, tech-driven strategies to help their businesses succeed. He has shared his expertise at recent events hosted by the Washington Multifamily Housing Association, East Bay Rental Housing Association, Manufactured Housing Institute and National Conference of Manufactured Home Community Owners. John received his bachelor's degree from the University of Utah and a master's degree in business administration and management from Westminster University.
Tech-Powered Compliance: Navigating California’s New Rental Laws
Lan Nguyen Fullerton is a Senior Attorney for the Northern California Landlord/Tenant Practice Group. Lan has over 10 years of experience in real estate litigation, covering commercial and residential landlord/tenant matters, co-owner disputes, neighbor disputes, and all stages of civil litigation. Lan successfully represents businesses and individual clients in civil court, jury and bench trials, administrative hearings, mediations, arbitrations, pre-litigation matters, and is instrumental in obtaining favorable results for clients. Lan graduated from Golden Gate University School of Law, where she was Dean’s Merit Scholar and received her J.D. with Certificates of Specialization in Real Estate Law and Litigation. Lan has been named to the “Rising Stars” list published by Super Lawyers Magazine every year since 2018, a distinction reserved for only 2.5% of attorneys in Northern California.
Define the Category: Redesigning Your Business Before the Market Does
Jennifer Merritt is the COO and Director of Coaching of RentScale, where she has worked with hundreds of property management entrepreneurs and coached over 100 business development managers to produce industry-leading door growth for the last two years. She has 16+ years in sales experience and 9+ years in real estate experience and is a real estate investor herself. She shares her powerful, but easy-to-understand, frameworks and uncommon insights with an approachable style for all levels of experience.
Cultivating Compliance: Navigating Assistance Animal Requests for Stronger Operations
John R. Bradford, III, is an experienced entrepreneur and CEO. He is a professional property manager with a demonstrated history of solving business problems for the property management industry and is experienced in both local and state government. He is the founder of two companies, Park Avenue Properties and PetScreening, both of which were started from the ground up. PetScreening has been nationally recognized four years in a row as one of the fastest-growing privately owned companies in the United States. John was elected 2 terms as a town Commissioner and then was elected 4 terms to the NC House of Representatives. He served in leadership as the Freshman Majority Whip and the Senior Chairman of the House Finance Committee. John graduated from Clemson University with a B.S. in Engineering and he obtained an Executive MBA from the University of Memphis. John is married with 4 children and a Boykin Spaniel, Berkeley. In his spare time, he likes to fish, camp and travel with his family.
Staying On Top of new Photo Documentation Requirements
Andrew Wallace holds a Post Graduate Certificate in Artificial Intelligence from the University of Texas at Austin. He obtained his MBA and MS in Electrical Engineering from the University of California, Davis, in 2001. Additionally, he is a licensed real estate broker in California and an expert in investment real estate and business systems. He has served as the founder and CEO of zInspector since 2012 and is dedicated to supporting small business professionals in property management and related real estate industries.
Harvesting AI: A Practical Toolkit for Today’s Property Manager
I’m a former professional go-kart racer. As a teenager in Germany,I shared the track with future Formula 1 drivers. Tech and businesshave always fascinated me, and at 17, I started my first webbusiness, coding websites and online stores.I’m currently building a new company. Previously, as Head of Test Infrastructure at Snapchat, I built - tomy knowledge - the world’s largest mobile-device data center. Imanaged a team of software and systems engineers, data centertechnicians, and technical project managers. Before Snap, I founded Testmunk, a Silicon Valley startup incubatedby Y Combinator in 2012. At Testmunk, we served several top-30apps - including Snapchat, Vevo, and Flipboard.After university, I had a stint at Accenture, working on large-scalesystem integration projects for clients such as T-Mobile, BMW, andthe European Space Agency across Europe.Over the years, I’ve gained deep expertise in real estate andproperty management through my own investments and by foundinga property management company.Fluent in three languages. Free time is rare, but I split it betweensailing and finding balance on a yoga mat.
Operational Readiness: Preparing Your Team to Harvest Success
Rob Iraheta entered the property management industry in 2020 when he joined LeadSimple. Over the next four years he worked closely with property management companies across the country, supporting teams with system implementation, workflow design, accountability structures, and process optimization. His role included leading training, hosting workshops, and guiding companies through the adoption of stronger operational practices. In 2024 Rob transitioned into an in-house leadership role at a property management company in California. Today he focuses on developing teams, strengthening communication, and building sustainable systems that create consistent results for owners and residents. His experience on both the software implementation side and the operational side gives him a practical and grounded understanding of what it takes to prepare a team for long-term success. Outside of work Rob brings the same curiosity and energy to his personal interests. He is a coffee enthusiast, gamer, grill master, lifelong learner, and sports fan who enjoys taking on new challenges and picking up new skills. This blend of professional experience and personal passion shapes his relatable speaking style and his commitment to helping teams grow with clarity and confidence.
The Maintenance Advantage: How Service Quality Defines Resident Retention and Revenue
Ray Hespen is the CEO and co-founder of Property Meld, a maintenance automation software company. Ray and his co-founder, David Kingman, started Property Meld in 2014 to bring intelligent maintenance to the property management world. His background is rooted in the manufacturing business. As a degreed engineer, his previous roles have involved reducing operating expenses while improving quality and consistency. He has taken this operational knowledge and combined it with technology to start one of the fastest-growing real estate technology companies in the United States.
The Power of "No": Boundaries That Accelerate Growth
With over two decades of experience in the property management industry, Jessica has developed a deep understanding of the field, making her a respected figure among her peers. Her commitment to property management extends to her work at Blue Palm Property Management, where she and her dedicated team oversee residential and commercial properties throughout Coastal Florida. Their efforts are concentrated in Flagler, Volusia, and Brevard Counties, where they strive to provide top-notch service and maintain the highest standards of property care. Jessica has been a driving force in expanding management portfolios in Florida for the past 11 years, with a particular focus on organic lead generation. Her innovative strategies and commitment to excellence have set new standards in the industry. In 2022, Jessica launched the #200livingrooms challenge, a successful initiative aimed at showcasing the diversity and creativity in growing Real Estate portfolios across the country. This project not only highlighted her innovative spirit but also her ability to engage and inspire a wide audience. In addition to her professional achievements, Jessica hosts “BD Mastermind,” a monthly growth-focused mastermind group for Brokers and Business Development Managers (BDMs) nationwide. These Zoom meetings provide a platform for industry leaders to share insights, discuss challenges, and explore new opportunities for growth. Jessica’s leadership in this group has fostered a collaborative environment where participants can learn from one another and advance their careers. Jessica’s journey in the property management industry is a testament to her dedication, innovative thinking, and passion for helping others succeed. Her leadership, both within NARPM and the industry, continues to influence and inspire those around her. Jessica is the 2025 Past President of NARPM FL State and was awarded NARPM National Volunteer of the year in 2024. And it was just announced, she was recently nominated to serve on the National NARPM Board of Directors for a 3 year term.
Managing Properties, Mastering Credit Card Points - Credit Card Strategies for Property Managers
Josue Barrios, MA, PMM, is the CEO and Broker of El Camino Property Management Services, a Southern California–based firm specializing in full-service residential management. With more than a decade of experience in real estate operations, property management, and business systems, Josue has built a reputation for helping owners maximize returns while creating streamlined, stress-free management experiences. Josue’s educational journey has played a defining role in shaping his approach to real estate and leadership. He received his Bachelor’s Degree (BA) from the University of California at Santa Barbara, and earned his Master’s degree (MA) with a focus on communication, leadership, and organizational development—training that influences the way he solves complex problems, leads teams, and creates structure for property owners.
The Meritage Resort and Spa in Napa offers a luxurious blend of wine-country elegance and relaxed California charm, set against the rolling hills and vineyards of Napa Valley. Known for its spacious, beautifully appointed accommodations and its unique Estate Cave spa experience, the resort provides a tranquil escape with premium amenities.
Guests enjoy on-site wine tasting, award-winning dining, a stunning pool terrace, and easy access to Napa’s world-class wineries and attractions. Whether visiting for a romantic getaway, a corporate retreat, or a rejuvenating spa weekend, The Meritage delivers a refined, memorable Napa Valley experience.
