Managing Your Liability – Knowing When to Call in the

ProfessionalsCAI-CRC Educational Breakfast Seminar

September 30, 2015

Presented byD. Kipp Gaynor, PE, Structural Rehabilitation

Group Doug Henken, CAU of America

Thomas L. Willis, PCAM, Association Bridge, LLCCraig Zaller, Esq., Nagle & Zaller

Bad things happen to good people…

…but sometimes they bring it on themselves

The pressure is on

It’s good to know when to stay in your lane

It can be the difference between winning and losing

The questions of the day…

• What factors should I consider when addressing building conditions?

• What processes should we consider in evaluating building conditions?

• How can I help my client to spend their money wisely?

• How can I limit my client’s liability?• How can I avoid unnecessary liability?

To call or not to call…that

is the question…

Welcome to the Alligator Alley Condominium

What factors should I

consider?

Hmmm… Pros & Cons

What factors should I

consider?

Hmmm… Pros & Cons

What factors should I

consider?

Hmmm… Pros & Cons

Digging a little deeper…

Uh oh….

What factors should I

consider?

Hmmm… Pros & Cons

What factors should I

consider?

Hmmm… Pros & Cons

Closing thoughts…• Consider the factors, create a decision tree• Identify the pros & cons, communicate them to

the Board• Help the Board to see the long term

consequences of short term thinking • Stay in your lane• Leverage your resources, help manage your time• Insulate yourself & your client to the extent

possible• Document everything