Click on the Bubble for the Day. *Schedule Subject to Change. We are still working out the details and times. Check back often for any updates.
Registration
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.
Marc Cunningham
Deb Newell
Businesses operators often get bogged down when they either over-plan without taking action, or they jump into action without proper preparation. In this fast-moving workshop, Marc Cunningham and Deb Newell will take attendees through the essential elements of first creating a clear business strategy, and then taking massive action to execute. Attendees will leave with a clear and simple roadmap to make the business easier to run. LEARN MORE AND REGISTER FOR DAY 0
Lunch Break
Registration
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!
Registration
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!
Breakfast
Chris Matteucci
Kevin Patterson
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.
Deb Newell
Jake Erdman
This session will cover the current state of squatter rights in California and what actions property managers/owners can take to protect themselves, their properties, and their potential renters. This will be a very open discussion that invites audience participation, beginning with information and education before opening up to questions, hypotheticals, and opportunities for attendees to share their experiences.
Andrew Wallace
Jo-Anne (JoJo) Oliveri
In an era where AI is revolutionizing various industries, property management stands at the forefront of this transformation. This presentation, led by an industry expert from zInspector, delves into the practical applications of AI within property management, showcasing real-life examples that illustrate how these solutions can enhance daily operations. Participants will gain actionable insights into how AI can not only streamline processes but also elevate the overall efficiency and effectiveness within their business.
Michelle Ortega
Transform your organization with effective management strategies. In this talk, you'll learn how to lead with impact and how every staff member can embrace a growth mindset. Discover techniques to empower all levels of your company, driving growth and creating a thriving, high-performance work environment. Elevate your team and your business—don’t miss out!
Scott Brady
As the political winds shift, and tenants become a protected class, our industry must change as well. We need to communicate effectively to our owners so that we better protect our owner's investment property asset. One way is through pricing, another is with programs such as an Owner Benefits Package (OBP). This presentation explores our journey with our OBP and our goal to elevate our owner's experience.
Lunch Break
Tradeshow
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.
Chris Matteucci
Don’t miss this chance to stay informed, exchange ideas, and strengthen your professional network!
Marc Cunningham
Tracey Merrell
The legislative session for 2024 has come to a close, and many new laws were passed which will directly impact California residential landlords. This session will also cover some laws that affect commercial buildings as well. Are you ready? Do you know what new laws will impact your rental operations in 2025? Attorney Tracey Merrell has the information you need to make sure you are in compliance. She will also cover trending topics that are creating big challenges for owners and managers.
Allison DiSarro
The average property manager is intimately involved with the financial outcomes and decisions of their investor clients on a daily basis. Additionally, the success of each property management company is highly dependent on its understanding and handling of its own finances. Despite this, there is a significant lack of knowledge and awareness amongst the property management community of what types of products and solutions are available to them or their investor clients, and how they can best utilize these products and services to move their business, and their investors’ interests forward. In this panel presentation, we will highlight the value of using different financial services, ranging from accounting and bookkeeping, to banking, to real estate investment services. We will cover topics such as cash flow management, budgeting for corporate capex and growth, piercing the corporate veil, financial accountability and transparency, managing large sums within trust accounts and maximizing excess revenue streams; speaking the language of your investor, products to scale your client's portfolio and more!
Amy Hanson
Maintenance is one of the hardest areas to manage for company owners and property managers. Is your maintenance process successful? How do you measure maintenance? What impact does maintenance have on the rest of your property management business?
Robert Chiang
This 60-minute session aims to inspire property managers to rekindle their passion for their profession. Through a series of engaging discussions and interactive activities, attendees will explore ways to reconnect with their purpose, embrace growth and foster a positive work environment.
Marc Cunningham
Deb Newell
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!
Tradeshow
Breakfast
Registration
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!
Tradeshow
This is your opportunity to engage with industry leaders, uncover fresh opportunities, and gain essential knowledge to advance your business or career.
Melissa Prandi
Randall Henderson
Many PM companies today are struggling to implement all of the technology available, or even to understand some of it. Attendees in this session will learn how to retrofit their businesses with the key tech software to shore up their foundations for the future. They will learn about areas to focus on for technology, including showing, inspections, documents, maintenance, applications/screening, turnovers, evictions, and collections. But they MUST maintain their identity, and make sure the customer remains at the center.
Tracey Merrell
Most experienced property managers understand the basics of a security deposit; however, there are new security deposit requirements in effect for 2025. What you don’t know may hurt you in a small claims action. This course will provide in-depth training on the legal requirements to legally deduct from the deposit and how to develop your policy that will best protect your itemized deduction in a small claims action.
Robert Zak
Keith Becker
The presentation will provide an overview of the EPA Lead RRP Rule and how it applies to property management. It would cover the specific changes to the RRP Rule and how it affects property managers. The presentation would cover regulatory requirements, property management responsibilities, and recordkeeping requirements to help reduce liability in the event of an EPA audit.
Jock McNeill
I would like to speak on preparing for and dealing with a natural disaster in your market. How to best support your employees, residents and investors when the @#*t hits the fan. In the past 7 years, our area has experienced 4 major wildfires, one of which resulted in our portfolio losing 28 homes in one night. I will share my experience and learnings from dealing with multiple disasters that resulted in loss of property and life in our community. I'll explain what we did to support our team, residents and investors - which in turn created a positive impact in our community. We'll review the role of the property manager in these situations, and what you can do to set yourself up for success when everything is falling apart around you.
Lunch Break
Curt Bulloch
Stay up to date on the changing California Property Insurance changes.
Mo Hussein
For most, the prospect of being audited is unnerving. The associated unknowns abound — how long will it take? How big a distraction will it be? Do we have all the information they’ll need? Will we pass? In this session, Mo Hussein, CEO of Balanced Asset Solutions, will aim to calm audit anxiety with tried-and-true steps you can take to stay ahead. With extensive experience as CPAs, full representation of clients during audits, and a 100% success rate in passing audits, Mo will explain why being audit-ready is crucial, how to stay prepared, and how you can spot and fix issues yourself. In this session you’ll learn about GAAP compliance, the importance of trust accounting, tips for conducting self-reviews, preparing for audits, and ways you can use AppFolio to stay on track.
Sina Shekou
Join Aptly’s CEO, Sina Shekou, and CredHub’s CEO, Steve Jarvis, for an in-depth look at rent payment reporting—a powerful tool to reduce delinquency and increase resident satisfaction. With California’s new legislation requiring many property managers to offer rent payment reporting as an option, this session is both timely and practical. Sina and Steve will guide you through ways to implement reporting and share best practices and tools to set you up for success. Plus, discover how rent reporting can unlock a new revenue stream for your property and attract tenants looking to improve their credit. With 61% of renters more likely to choose a property that offers rent payment reporting, this feature can help attract high-quality, credit-conscious tenants. By the end of this session, you’ll have actionable steps to provide credit-boosting benefits to residents and increase revenue for your properties. Whether you’re looking to reduce risk, meet new standards, or add value for tenants, this session offers the roadmap to make it happen.
Thomas Perfect
Pete Neubig
Discover how branding yourself as an expert can transform your property management business and drive rapid growth, even in a tough market. In this session, I’ll share how I consistently added 100+ doors a year in San Diego by positioning myself and my team as market leaders and leveraging a Business Development Manager (BDM) to generate leads and build trust with owners. Learn the strategies that helped us stand out, create a powerful brand, and achieve consistent growth year after year.
Tradeshow
Melissa Prandi
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!
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!
