Think Tank Members
Steven Y. Brumfield, CMCA, AMS, PCAM, 2019 – 2020 President, Foundation for Community Association Research
In his role as a Vice President for Toll Brothers (“Toll”), Steven is National Director of Toll’s Community Association Group. He leads a team of seasoned community association professionals and is Toll’s primary liaison for community association matters in all fifty of their markets across twenty-two states.
Steven was the Assistant Director of Community Associations for Toll from 2003-2007. He re-joined Toll in 2013 after several years as Vice President of Operations for one of the nation’s largest community association management firms. In that capacity, he was responsible for a team of hundreds of community association management professionals across seven different states. Prior to 2003, Steven worked as a Senior Property Manager for a firm in northern Virginia, and a firm in central Florida. He holds numerous industry designations, has been licensed by the state of Florida as a community association manager and real estate broker, and has been certified in California as a community association manager. Previous to his career in community association management and development, Steven spent several years as Vice President of a family-owned custom home building company.
Steven is a past national President of CAI, currently serves as President of the Foundation for Community Association Research, and serves on national and chapter-level committees for CAI, as well. He is a veteran of the United States Marine Corps and served in Operations Desert Shield and Desert Storm. Steven is based at Toll’s corporate headquarters in Horsham, Pennsylvania.
Ursula K. Burgess, Esq., 2020 President, Community Associations Institute
Lincoln C. Cummings, Principal
Cumming & Leeds
Linc was an IBM executive and a founder and president of the Community Associations Institute and its Research Foundation and has been consulting to developers and community associations ever since. He is an educator, author, and problem solver.
Andrew Daniels, Vice President, Business Development
AlliedBarton Security Services
Andrew Daniels is the Vice President of Business Development for the Southern Region. He manages all new business and client relationships throughout Florida. He also is AlliedBarton’s Vice President of Residential Communities, which includes collaborating with sales and operations on the pursuit of this vertical market. Andrew has extensive sales and customer service experience and has previously worked for Schering-Plough Corporation as well as Amerbelle Corporation. He is an active member of Building Owners and Managers Association (BOMA). Andrew holds a Bachelor of Arts in Speech Communication from Ithaca College in New York.
Kevin Davis, CIRMS, President
Kevin Davis Insurance Services
Kevin Davis is the President of Kevin Davis Insurance Services, Inc., currently the Managing General Agent for Travelers Insurance and is one of the largest writers of specialty insurance coverage for community associations in the country. He currently insures over 40,000 community association and is the largest writer of this type of business throughout the US. Kevin has worked in the insurance industry for 30 years focusing on community associations for the past 25 years. He started Kevin Davis Insurance Services, Inc. in 2000 and has grown from two employees to over 65 employees.
Alan De Tata, Managing Director
Community Association Banking & CondoCerts
Alan DeTata oversees and directs the Community Association Banking and CondoCerts sales teams at Mutual of Omaha Bank. Based in Phoenix, Arizona, DeTata manages sales executives dedicated to serving property management companies and homeowner associations in all 50 states. He has been involved in the HOA industry for over 14 years. His vast understanding of the needs in the CID industry has contributed to CondoCerts and Community Association Banking becoming catalysts for Mutual of Omaha Bank’s significant deposit and revenue growth.
DeTata is a member of the Community Associations Institute (CAI) President’s Club and has served as a board member for several local CAI chapters over the past 14 years. DeTata also serves on the Board of Directors for the East Valley Boys & Girls Club in Arizona.
John Hammersmith, CMCA, AMS, PCAM, CEO
Hammersmith Management, Inc.
John Hammersmith, along with his mother Donna, and brother James founded Hammersmith Management in 1981. In 1994, John became the sole owner, and has lead Hammersmith Management to continued success. John’s experience spans the spectrum of needs and problems that confront community associations today. His professional, educational, and extensive industry background contributes significantly and he is always eager to share his knowledge of Community Management. John enjoys working with the team, partnering with each client, and prides himself on brining new ideas and solutions to our industry.
John holds the CMCA (Certified Manager of Community Associations), AMS (Association Management Specialist), and PCAM (Professional Community Association Manager) designations. He currently severs as a member of the Board of Trustees for CAI. For 7 years, he served as one of nine NBC-CAM Board of Commissioners (now known as CAMICB). For John’s entire tenure on the Board of Commissioners he served as the Ethics Review Panel Chair, with the responsibility to review each and every complaint against any CMCA around the world. The total number of CMCA’s across the world is now over 14,000 strong.
Mike Hardy, President and CEO
TOPS Software, LLC
Mike Hardy is the President and CEO of TOPS Software, makers of the TOPS suite of software applications for condo and HOA management. Mike has more than 20 years of software and sales management experience.
Mike is a frequent speaker on technology at Community Association industry conferences. He is also a founding partner and speaker at the CAM Profitability Conference, a series of seminars designed to help management executives increase profitability for their management operations.
Mike is a graduate of Radford University and has degrees in History and Political Science.
Sabine Liedel, CMCA, Vice President, National Account Executive
Sabine Liedel is a vice president and national account executive for the Union Bank Homeowners Association Services division. Her territory includes the eastern half of the United States.
Sabine previously served as CEO of the Management Resources Center and Community Archives, a provider of products and services to the community association industry from 2009-2012. Prior to that, she served as vice president at ADMS, Inc.
Sabine holds a Certified Manager of Community Associations (CMCA) designation. She is actively involved with Community Associations Institute (CAI) and Alliance of Community Association Managers (ACAM). Sabine attended the University of Phoenix and has completed professional development courses at Stanford University and the University of Maryland.
Lori Ann Long, CIRMS, President/CEO
Community Association Underwriters of America, Inc.
Prior to being appointed President/CEO Lori was senior Vice President of Claims. Before joining CAU in 1993, Lori was a Claims Manager with Transamerica for five years, 1988-1993. She also held the position of Senior Liability Claims Adjuster with Citizens Insurance Company and then Amerisure Insurance from 1985-1988. Lori attended Albion College in Albion, Michigan, and earned a BA in both History and Political Science. She has completed nine parts of the CPCU curriculum and is a licensed producer in thirty states.
Lori is one of the original recipients of the Community Insurance Risk Management Specialists (CIRMS) designation that was developed by the Community Association Institute (CAI) in 2002 and is a sought after speaker for numerous CAI events and other industry forums.
Michael Mendillo, President & Principal
FirstService Residential Mid-Atlantic / Carolinas
Michael A. Mendillo is President and Principal of FirstService Residential’s Mid-Atlantic Region. For the past 17 years, Mr. Mendillo has been an equity partner with FirstService Residential, the largest residential management company in North America servicing more than 6,500 communities and 1.5 million homes. Full Bio
Joel W. Meskin, Esq., CIRMS, CCAL, MLIS, Managing Director of Community Association Products
McGowan & Company, Inc.
Joel W. Meskin, Esq., has been Managing Director of Community Association Products at McGowan Program Administrators since January, 2005. McGowan Program Administrators is a leading provider of Community Association and Community Association Manager Insurance Products and Risk Management Solutions and Consulting nationwide. Joel is the former Senior Vice President, Aon/Ian H. Graham Insurance. Mr. Meskin is an attorney who spent 15 years as an attorney specializing in insurance coverage and related litigation in California prior to focusing primarily on the community association industry. He is also an insurance broker who first obtained his insurance license in 1981.
Joel has spoken in 33 states on community association issues, including insurance, risk management, claims and cyber liability/Data Breach Response Services. Joel is also a prolific author of numerous articles on these similar topics and hosts two LinkedIn Discussion groups entitled: Director & Officer Liability Insurance are you Properly Covered, and Community Association Management Company Liability – Protecting Your Risk.
Joel has been a member of CAI since 2001, served six years on the National Business Partners Council, the last year as the Chair. Joel is in his second term on the National CAI Board of Trustees. McGowan Program Administrators is a National Corporate Member of CAI.
Margey Meyer, CMCA, PCAM. President
Margey is president of CADRExperts (Community Association Dispute Resolution Experts) providing professional, knowledgeable, impartial and effective developer transition specialists, expert witnesses, mediators and arbitrators serving residential, mixed-use and commercial condominiums, cooperatives and homeowner associations. Margey is also a certified mediator with the American Arbitration Association and the Better Business Bureau of Greater Houston. She is a Phi Beta Kappa, Magna Cum Laude graduate of Florida State University in Florence, Italy. Margey owned her own management company for 21 years and, after selling it to Associa, was Dean of Associa University and VP-Industry Education, Integration and Outreach for the next decade. Full Bio
Peter Miller, RS, EBP
Miller + Dodson Associates
Peter B. Miller, RS, EBP, a Principal in the firm of Miller + Dodson Associates, is widely recognized as a leading authority in the field of Reserve Studies and Strategic Reserve Planning for community associations. Peter is a graduate of the College of Architecture and Urban Planning at Virginia Tech. He began his work with Reserve Studies for community associations during the “Condo Boom” in the mid-1980’s.
Robert Nordlund, PE, RS, Founder & CEO
Association Reserves, Inc
Robert Nordlund is founder and CEO of Association Reserves Inc., a recognized industry authority in preparing reserve studies for association-governed communities since 1986. As a registered professional engineer and reserve study pioneer, Nordlund was involved in creating the 1998 National Reserve Study Standards and has greatly influenced the community association industry.
George E. Nowack, Jr., Esq., CCAL, Co-founder
George E. Nowack, Jr., co-founder at Nowack Howard., has represented condominiums, cooperatives and homeowner associations since 1981. In addition to his extensive community association work, he is a nationally recognized expert on community association insurance issues, especially Directors & Officer’s claims. He has assisted three national insurance companies in drafting D&O policies and the firm is approved counsel for six insurance companies that specialize in writing for D&O policies. Full Bio
Henry D. Puckett, CMCA, AMS, PCAM, Community Association Manager Resource Team Leader
Ghertner & Company
Henry, a native Tennessean, graduated from Emory & Henry College with a B.A. in Business and Accounting. He has over 20 years of active real estate and property management experience in Tennessee, Florida, and Alabama and is an active member of the National, State, and Greater Nashville Boards of REALTORS. Currently, Henry is Ghertner & Company’s Resource Leader, Community Manager. Previously, he worked with Wyndham Vacation Resorts in property management. Henry has served on the local CAI Chapter Board of Directors and currently serves as Treasurer Emeritus for the chapter.
Steven L. Sugarman, Esq., CCAL, Founding Principal
Steven L. Sugarman & Associates
Mr. Sugarman is the founding principal of the law firm of Steven L. Sugarman & Associates, with offices located in Berwyn, Philadelphia, Lancaster and Allentown, Pennsylvania and Cherry Hill, New Jersey. He concentrates his practice in the field of community association law, real estate and construction litigation. Mr. Sugarman is a member of the College of Community Association Lawyers and a past president of the Community Associations Institute (CAI), Pennsylvania/Delaware Valley Chapter. He is also a member of the American and Pennsylvania Bar Associations and the American and Pennsylvania Association for Justice and has been featured as a Pennsylvania “Super Lawyer” in Philadelphia magazine every year since 2007. A past and current chairman of CAI’s Legislative Action Committee in Pennsylvania, Mr. Sugarman actively participates in the drafting of key legislation governing common interest communities, and his writings include the article, “Setting the Standard of Care in Premises Liability Cases,” published in CAI’s Journal of Community Association Law. Full Bio
Andrew J. Terrell, Esq., CCAL, Managing Partner
Whiteford, Taylor & Preston
Andrew J. Terrell, Managing Partner of the Whiteford, Taylor & Preston’s Falls Church office and Co-Chair of the firm’s Community Associations group, is an experienced lawyer and litigator with a particular focus in representing condominium associations, homeowner associations and real estate cooperatives in Virginia and the District of Columbia.
Mr. Terrell has counseled community associations in the areas of covenant enforcement and governing documents interpretation, negotiated numerous statutory warranty claims and litigated bench and jury trials on behalf of his clients. Full Bio
Debra A. Warren, CMCA, PCAM, Vice President, Development
Since joining the Associa family in 2012 Debra held positions on the operations team supervising branches on the West Coast and Canada as well as contributing in the area of client relations and community manager education. She currently oversees all employee enrichment programs. Her career in community association management spans over 25 years, including 15 years of experience as a management firm principal and CEO. She is a nationally recognized expert in association management operations, specializing in education, communication and customer service.
Sue York Educational Researcher
The UHM Curriculum Research & Development Group (CRDG)
Susan York has two masters’ degrees and a post-baccalaureate certificate in secondary education from the University of Hawai‘i at Mānoa (UHM). The UHM Curriculum Research & Development Group (CRDG) employs Ms. York as an educational researcher, and most recently she evaluated a US Department of Education-funded Early Reading First project, and supervised a project funded by the Superintendent of the Hawai‘i Department of Education. Ms. York currently participates in the data collection process for a Center for Disease Control project, and serves as data specialist for Pihana Nā Mamo, a series of projects designed to improve school success for PreK–12 students of Native Hawaiian ancestry. Ms. York specializes in qualitative data collection and analysis for focus groups, surveys, and classroom observations. Ms. York is a member of a CRDG team that works with indigenous communities to conduct culturally appropriate program research and evaluation.