Community Financials Goes to CAIs 2025 National Conference & Exposition
On May 8th and 9th 2025, Chris Elmore (Sales Director) and I joined 2,500 other attendees at the Community Association Institute Annual Conference & Exposition in Orlando Florida.
This event is geared towards community managers, and the expo is packed with vendors that cater to Community Associations.
I wanted to connect in person with our vendors and industry contacts I have interacted with in my 24+ years in the industry.
We met with the smartwebs software team and discussed additional enhancements to make the accounting experience for boards, managers and our staff even better. [L-R Chris Elmore, Shelly Guild Director Client Success, Robert Holte VP, Me Russell Munz, Marcus Butler Solutions Advisor, Ross Anderson Sales Director]
Meeting to review the latest features that will benefit our customers. [Shelly, Chris, Marcus]
We met with our banking partner Pacific Premier Bank to discuss enhancements to smartwebs to work on, including showing up-to-date CD, CDARs, and ICS balances in smartwebs software. [L-R: Me, Dan Denekamp Pres. Association Banking, Alicia Granados Sr. VP/National Sales Director, Ken Martin VP / Relationship Manager]
We met with Axela our national collections partner to discuss pre-forclosure analysis which allows decision makers to see if it is worth the time and expense to pursue a foreclosure. [Chris and I with Mitch Drimmer President]
We met with Jeremy Newman, of Newman & Associates CPAs that some of our customers work with for tax and Audit work.
I met with Robert Nordlund, PE/RS Founder/CEO of Association Reserves to discuss reserve studies and their importance. We also met with Damian Esparza from Smart Property about reserves as well.
Chris and I met with members of AvidXchange and Strongroom to discuss online AP approval systems.
I also met with Jeffrey Dieter VP / Relationship Manager from Truist Bank and Tavarious Butts Sr. VP from National Cooperative Bank to talk about industry banking.
We met with OSG/ Southdata our printing partner about the final touches on printing statements out of smartwebs that will make that process more efficient.
These relationships, continuing enhancements, and efficiencies will allow our staff to focus even more of their time on communicating and working with customers and improving their experience working with Community Financials.
