October 13, 2022 | 06:00 PM - 09:00 PM

HOA Investment and Legal Q&A Roundtable

The Chart House
2588 S Coast Hwy 101
Cardiff , CA
Join us for an invitation-only HOA Investment and Legal Q&A Roundtable designed exclusively for board members on Thursday, October 13 at 6:00 p.m. at The Chart House in Cardiff.

Enjoy complimentary dinner, drinks and appetizers while you network with fellow board members and hear from guest speakers Karla Chung of FirstService Financial and attorney James R. McCormick, Jr. Esq., CCAL of Delphi Law Group on pressing HOA topics including:
  • The impact of inflation on HOA investing
  • Maintaining healthy board and management boundaries to achieve efficiently run associations
Don’t miss this chance to get answers to your most pressing questions. To save your spot, please RSVP by Monday, October 10.

Guest Speakers

Karla Chung
Vice President, Cash Management & Lending, FirstService Financial

Karla Chung is the relationship manager for all FirstService Residential affiliates in the West and the financial institutions that serve her clients. Karla also provides banking and investment related services advice to the clients of her affiliates.

Prior to joining FirstService Financial, Karla worked for Deutsche Bank as a Vice President providing institutional trust services to issuers, arrangers and investment managers of structured debt securities.

Karla has a BBA from Pace University in Finance and Accounting and an MBA from New York University in Finance.

James R. McCormick, Jr. Esq., CCAL
Delphi Law Group

James R. McCormick, Jr. Esq., CCAL is a partner in the Delphi Law Group, LLP. James attended the University of California, Los Angeles, where he received his undergraduate degree in Political Science. James then attended law school at the University of San Diego, where he was a teaching assistant for legal research, writing and oral advocacy and recognized as a Dean’s Outstanding Scholar. James has been formally trained as a mediator and mediated disputes for the former San Diego Mediation Center, now known as the National Conflict Resolution Center.

James started in the industry in 1996, and since that time has served on various industry committees, has presented at numerous CAI and CACM events and has published many industry-related articles. James chaired the San Diego CAI Legislative Support Committee (LSC) of the California Legislative Action Committee (CLAC) for several years and currently serves on the CACM Legislative Affairs Committee, the CAI Coachella Valley LSC committee and the CAI Orange County PR Committee. James also co-founded and served for years on the CAI Coachella Valley PR Committee.

As a result of his work in the industry, James is one of approximately 150 attorneys nationwide to be granted a fellowship in the College of Community Association Lawyers (CCAL). James also serves on the prestigious Board of Visitors, an advisory board for the University of San Diego School of Law and is currently an adjunct professor at the USD School of Law.