CALNARPM Conference & Trade Show 2026 - Harvesting Success

Harvesting Success: Growing Stronger in Property Management 2026 Conference & Trade Show

Click on the Bubble for the Day. Click on the presenter for their bio. *Schedule Subject to Change.

11:00am - 12:00pm - Pre-function Area

Registration

Registration - Day Zero Check in

Reminder to stop by the registration table to check-in and receive your name badge, event materials, and all the details you need to make the most of the event.

12:00 Noon - 5:00pm - General Session Ballroom
Tracey Merrell

Tracey Merrell

Legal Essentials for Property Managers - Day 0

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.

4:00pm - 6:00pm - Pre-function Area

Registration

Conference Registration Open

Be sure to visit the registration table to check in and collect your name badge, event materials, and key information to enhance your conference experience!

7:00am - 4:30pm - Pre-function Area

Registration

Conference Registration Open

Be sure to visit the registration table to check in and collect your name badge, event materials, and key information to enhance your conference experience!

7:30am - 9:00am - General Session Ballroom

Breakfast

Breakfast

Grab a coffee, enjoy a bite, and set the tone for a productive and inspiring conference experience.

8:45am - 9:00am - General Session Ballroom
Kevin Patterson

Kevin Patterson

Conference Opening Kick-Off

Don’t miss the exciting kickoff to the conference! The opening session sets the stage for an engaging and insightful event, featuring inspiring speakers, key announcements, and a preview of what’s ahead.

9:00am - 10:00am - General Session Ballroom
Steve Rozenberg

Steve Rozenberg

Keynote - General Session 1 - Enough is Enough - How to Rise Above

First we dig deep into the REAL reason your business is not growing. Once that is established we will overcome any limiting beliefs that have stunted your business. Finally we go over they changes you need to make in your systems, Marketing, Sales and Leadership to start seeing palpable changes.

10:05am - 10:15am - General Session Ballroom

Break

Take advantage of the break to visit our sponsor booths, connect with industry partners, and discover products and services designed to support your success.

10:15am - 11:30am - General Session Ballroom
Shannon Mitra

Shannon Mitra

Karan Dogra

Karan Dogra

A. Risk Management Practices to Mitigate DRE's Top Non-Compliance Items

This session will provide a comprehensive overview of key risk management practices brokers can implement to address the most common compliance issues identified in Department of Real Estate (DRE) audits and enforcement investigations. Drawing on real world observations and recurring problem areas, the presentation will focus heavily on trust fund handling requirements, an area that continues to generate significant regulatory concern.

10:15am - 11:30am - Salon 3 & 4
Chris Springer

Chris Springer

B. Search Everywhere Optimization: Building a Visibility Plan That Works Even If Algorithms Change

“Stop chasing Google updates — start building a visibility system that never goes out of style.”

  • Focus: Framework for sustainable digital presence — owned media, reputation, and local brand authority.
  •  Takeaway: The “Search Everywhere” roadmap: presence, proof, and performance.

10:15am - 11:30am - Salon 2
Jo Anne Oliveri

Jo-Anne (JoJo) Oliveri

C. Harvesting Success: Cultivating a Winning Blend of People and Innovation

In residential property management, success is about more than systems, metrics, or technology, it’s about people, purpose, and innovation. In this workshop, Jo-Anne Oliveri will guide business owners, leaders, and property managers on how to harvest success by cultivating the perfect blend of high-performing teams and cutting-edge innovation, including AI and digital tools.

10:15am - 11:30am - Salon 1
Kevin Patterson

Kevin Patterson

Karen Jordan

Karen Jordan

D. Leading From Anywhere: How Two Property Managers Run High-Performing Teams Remotely

11:30am - 1:00pm

Tradeshow

Tradeshow Grand Opening

Join us for the grand opening of the conference trade show! Explore a dynamic showcase of innovative property management products, cutting-edge services, and industry-leading solutions from top exhibitors.

12:00pm - 1:00pm

Lunch Break

Lunch & Tradeshow

Don't forget to visit our vendors during the lunch break! This is a great opportunity to explore innovative products, connect with industry experts, and discover valuable resources that can support your work. Stop by their booths, ask questions, and take advantage of everything they have to offer! See Vendor List

12:45 - 1:00pm - General Session Ballroom
Kevin Patterson

Kevin Patterson

CALNARPM Annual Meeting & President Update

Don’t miss this chance to stay informed, exchange ideas, and strengthen your professional network!

1:05pm - 2:20pm - General Session Ballroom
Sina Shekou

Sina Shekou

Keynote - General Session 2 - AI Agents: The Future of The Industry Leverage AI Tools

Artificial Intelligence is no longer a concept of the future—it is actively reshaping how property management companies operate today. This session provides attendees with a clear, practical understanding of AI agents: what they are, how they function, and the transformative role they will play in every area of property management operations. Rather than focusing on products or providers, this educational session explores the broader technology shift and equips participants with the knowledge needed to evaluate, adopt, and leverage AI agents responsibly and strategically.

2:20pm - 2:30pm

Break

Perfect opportunity to check out the sponsors.

2:30pm - 3:45pm - General Session Ballroom
Allison DiSarro

Allison DiSarro

Thomas Perfect

Thomas Perfect

Kelli Segretto

Kelli Segretto

E. Fraud – A New Wave in 2026 & Beyond

In an era where financial crime is evolving faster than ever, property management companies face unprecedented exposure to both external and internal fraud. While industry professionals may feel confident after years of training and established safeguards, the rise of AI-driven schemes, sophisticated social engineering, and rapidly advancing banking-system vulnerabilities has created an environment where even financial institutions struggle to keep pace.

2:30pm - 3:45pm - Salon 3 & 4
The Art and Science of AI Prompts

Mike Sebastian

F. The Art and Science of AI Prompts

While AI is incredibly helpful, knowing how and where to start can feel overwhelming. Let’s change that! In this interactive session, we’ll break down how Large Language Models (LLMs) work, compare AI tools across various use cases, and teach you how to craft effective prompts. We’ll work together to analyze examples of unhelpful prompts, and develop prompts that provide context, clarity, and specificity, so you can walk away with practical steps for using AI in your day-to-day.

2:30pm - 3:45pm - Salon 2
Curt Bulloch

Curt Bulloch

G. Top 7 Insurance Coverages for Property Managers - Panel

Panel Discussion--Learn the Tips, Traps of Insurance for Property Managers in today's changing Insurance Market in California. Learn from Underwriters in Professional Liability, Cyber Liability and Property Insurance. How become an Additional Insured on Landlord Insurance

  • +Tips for Claim Prevention on Property Insurance
  • +Tips for E&O Coverage and Prevention of Claim denials
  • +Avoding Habitability Claims
  • +Cyber Liability, How Does It Protect You
  • +Class Codes for Workers Comp & Why they Matter
  • +EPLI for Employee Motivated Law Suits
  • +How to Read a Landlord Policy for Traps
  • +Check List for Top 7 Coverage for Property Managers.
  • +Bring your Property Management Insurance Questions

2:30pm - 3:45pm - Salon 1
John Limburg

John Limburg

Lan Fullerton

Lan Fullerton

H. Tech-Powered Compliance: Navigating California’s New Rental Laws

California’s property management industry is one of the most highly regulated in the country with new mandates on rent control, security deposit rules, fair housing updates and inspections impacting the way you operate. Staying compliant isn’t optional; it’s critical to protecting your business and avoiding costly penalties.

  • Prevent rent control mistakes before they happen
  • Automate security deposit documentation and inspections
  • Apply consistent, fair tenant screening practices

3:45pm - 4:15pm - Prefunction Area

Break - Desert with Exhibitors

Enjoy dessert and mingle with CALNARPM vendors.  It’s the perfect chance to grab a sweet treat, take in the views, and connect with vendors showcasing innovative products and services. Don’t miss this relaxing and inspiring midday break!

4:15pm - 5:15pm - General Session Ballroom
Steve Rozenberg

Steve Rozenberg

Sina Shekou

Sina Shekou

Jennifer Merritt

Jennifer Merritt

MasterMind Interactive Sessions/Musical Tables - 10 minute sessions at each table with all speakers/keynote speakers

Join us for an engaging and dynamic "round table" session designed to wrap up the day! This fast-paced, interactive discussion offers you the opportunity to share your key takeaways from the breakout sessions you attended. Plus, it's your chance to hear insights on hot topics from sessions you may have missed but were eager to explore. Don't miss out on this collaborative learning experience!

5:30pm

Tradeshow

Tradeshow Closes

5:30pm - 7:30pm Vintner's Room & Rooftop Terrace

Welcome Party with Private DJ - Vintner's Room & Rooftop Terrace

Kick off the conference in style at our Welcome Party with a Private DJ in the stunning Vintner’s Room and spectacular vineyard view at the Rooftop Terrace. Enjoy an unforgettable evening of music, conversation, and celebration as you connect with fellow attendees. The welcoming Vintner’s Room is an intimate, candle-lit space with exposed brick, warm wood, and wrought iron accents.

8:00am - 9:00am

Breakfast

Breakfast

Join us for one last breakfast as we wrap up an incredible conference experience. Grab a cup of coffee, enjoy a great meal, and head into the final sessions.

8:00am - 9:30am - Pre-function Area

Registration

Conference Registration Open

Be sure to visit the registration table to check in and collect your name badge, event materials, and key information to enhance your conference experience!

8:00am - 2:00pm

Tradeshow

Tradeshow Open

This is your opportunity to engage with industry leaders, uncover fresh opportunities, and gain essential knowledge to advance your business or career.  VENDOR LIST

9:00am - 10:00am - General Session Ballroom
Jennifer Merritt

Jennifer Merritt

General Session 3 Keynote - Define the Category: Redesigning Your Business Before the Market Does

Every industry hits a breaking point — and property management is there. In this high-energy keynote workshop, we’ll challenge the “sacred cows” that hold your business back and explore how to think both bigger and smaller about your company’s future. Bigger about vision, category, and impact — and smaller about precision, profitability, and what truly drives growth. You’ll learn how to make strategic decisions with unlimited options but limited resources, discover the five levers of revenue growth, and even ask the uncomfortable question: “If we had to put ourselves out of business, how would we do it?” This isn’t a talk — it’s a transformation exercise.

10:00am - 10:30am

Visit with Vendors/Break

Make sure to visit with the Vendors to see what they have to offer. Thanks to our 2026 sponsors. See who they are here.

10:30am - 11:45am - General Session Ballroom
John Bradford

John Bradford

I. Cultivating Compliance: Navigating Assistance Animal Requests for Stronger Operations

In 2025, HUD withdrew its 2020 guidance on assistance animals, creating uncertainty for property managers navigating requests in California and across the U.S. This panel brings together experts in single-family property management, fair housing law, and regulatory compliance to provide clear, practical guidance on operating in this evolving landscape. Moderated by industry leader John Bradford, the session will explore the operational and legal implications of the withdrawal, including how to evaluate requests, document approvals, and maintain consistent, compliant processes. Panelists will share real-world examples and case studies from California property management, highlighting common pitfalls, risk scenarios, and effective mitigation strategies.

10:30am - 11:45am - Salon 3 & 4
Andrew Wallace

Andrew Wallace

J. Staying On Top of new Photo Documentation Requirements

California’s photographic documentation requirements under AB 2801 significantly change how property managers must approach move-in, move-out, and security-deposit workflows. This session provides a clear, practical breakdown of what the law requires, and how managers can adapt their processes to stay fully compliant. Attendees will learn the five key documentation points:

  • Required move-in photos establishing the initial condition.
  • Optional tenant-submitted documentation.
  • Optional pre–move-out photos associated with the voluntary pre-inspection.
  • Required move-out photos taken before any cleaning or repairs.
  • Required post-completion photos taken after any work tied to deposit deductions.

10:30am - 11:45am - Salon 2
Martin Poschenrieder

Martin Poschenrieder

K. Harvesting AI: A Practical Toolkit for Today’s Property Manager

AI is no longer a “nice to have” -  it’s a daily power tool for California property managers who are swamped with emails, notices, renewals, and owner/tenant questions etc. This fast-paced, hands-on workshop walks through 10 practical AI tools and ready-made prompts that attendees can plug into their day-to-day within a week of leaving Napa. I’ll focus on safe, vendor-neutral (mostly free/low cost) ways to use AI for real tasks: better listing pictures without hiring a photographer, drafting and polishing resident and owner emails, summarizing leases and inspection reports, creating checklists and SOPs, triaging maintenance requests, and turning meeting notes into follow-up tasks.

10:30am - 11:45am - Salon 1
Rob Iraheta

Rob Iraheta

L. Operational Readiness: Preparing Your Team to Harvest Success

This session will give property management professionals a practical framework for preparing their teams and operations to harvest long term success. Instead of focusing on high level theory, this presentation breaks down the exact systems, habits, and workflows that create strong performance inside a property management company. Participants will learn how to strengthen the foundation of their operation, establish clear expectations, and create a team environment that supports consistent results.

11:45am - 12:30pm

Lunch Break

Lunch - Visit with Vendors & Exhibitor Raffle

Enjoy lunch while connecting with our vendors and exploring exhibitor booths to discover new products and services. Be sure to participate in the Exhibitor Raffle for a chance to win exciting prizes before the afternoon sessions begin. See Sponsors

12:30pm - 1:45pm - General Session Ballroom
Ray Hespen

Ray Hespen

M. The Maintenance Advantage: How Service Quality Defines Resident Retention and Revenue

This presentation unpacks groundbreaking findings from the Resident Renewal Study, analyzing over 110,000 residents and 250,000 maintenance work orders to reveal the strongest predictor of lease renewal: the quality of the maintenance experience. Drawing from statistically validated data, this session demonstrates how small differences in response time, communication, and repair quality drive 8–12 percentage point gaps in renewal rates and translate into thousands of dollars in NOI and asset value per unit annually. Attendees will explore how maintenance has evolved from an operational function to a strategic growth lever, uncovering insights into:

  • The true cost of churn and how poor maintenance compounds financial losses.
  • The critical 90-day window that defines long-term retention.
  • The impact of response speed and repair priority on renewal decisions.

12:30pm - 1:45pm - Salon 3 & 4
Lior Abramovich

Lior Abramovich

N. From "Rent Collector" to Asset Manager: How to Attract & Win Clients for Life

In this session, we’ll cover practical advice on delivering the perfect owner experience during sales, onboarding, and retention. We’ll discuss what an asset manager is, why this transformation is important, and how to implement it immediately to drive down churn, increase revenue, and create lifelong clients.

12:30pm - 1:45pm- Salon 2
Jessica Foster

Jessica Foster

O. The Power of "No": Boundaries That Accelerate Growth

Saying “no” to the wrong doors, wrong meetings, and distracting projects creates the capacity for real growth. Jessica shares a boundary playbook (non-negotiables, calendar rules, delegation triggers) and shows recent wins from practicing it.   What they’ll learn:

  • How to create and enforce a personal “non-negotiables” list for time and pipeline.
  • Meeting triage (cancel, delegate, or do) to protect your time.
  • Scripts for declining misfit doors while preserving the relationship.
  • Weekly review rhythms to keep boundaries intact during busy seasons.
Why this in 2026: Capacity is the new currency. Teams face burnout and distraction; leaders need language and systems to defend the calendar and protect gross margin. This topic cleanly connects mindset to measurable growth and profitability.

12:30pm - 1:45pm - Salon 1
Josue Barrios

Josue Barrios

P. Managing Properties, Mastering Credit Card Points - Credit Card Strategies for Property Managers

This presentation teaches property managers how to travel more while spending significantly less by leveraging credit card points and strategic reward programs. It begins by explaining why travel matters—improving mental health, boosting creativity, strengthening family connections, and helping you design a life real estate is meant to fund. The deck introduces the fundamentals of travel hacking: earning and redeeming points, understanding transferable currencies, and recognizing why sign-up bonuses are the fastest way to accumulate meaningful rewards. It highlights the “Big Four” points programs—Chase, Amex, Citi, and Capital One—and explains why property managers have a unique advantage due to recurring business expenses such as maintenance, renovations, supplies, fuel, software, and vendor payments.

2:00pm

Tradeshow

Tradeshow Closes

We extend our heartfelt thanks to our generous sponsors for their invaluable support of this conference. Your contributions have played a crucial role in making this event possible, helping us bring together industry leaders, innovators, and professionals for a truly impactful experience. We are grateful for your partnership and commitment to our shared goals.

1:45pm - 2:00pm

Break

During the break, stop by our vendor booths to explore new products, services, and tools that can help you stay informed and ahead in the industry.

2:00pm - 3:00pm - General Session Ballroom
Steve Rozenberg

Steve Rozenberg

MasterMind Interactive Sessions/ Musical Tables 10 minute sessions at each table with all speakers/keynote speakers

Join us for an engaging and dynamic "round table" session designed to wrap up the day! This fast-paced, interactive discussion offers you the opportunity to share your key takeaways from the breakout sessions you attended. Plus, it's your chance to hear insights on hot topics from sessions you may have missed but were eager to explore. Don't miss out on this collaborative learning experience!

3:00pm

Conference Ends

As the conference comes to a close, take a moment to reflect on the valuable connections made, insights gained, and ideas shared. Before you go, be sure to exchange contact information, share your experiences, and celebrate a successful event. We look forward to seeing you again next year!

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