Internal · CAI / Credentialing Tracker
Admin · CAI Tracker

CAI & Credentialing Tracker

FL CAM licenses, CAI memberships, certifications, CE credits, conferences. Tracked per staff member · auto-renewal alerts · CMG pays for everything that helps the team grow. The credentials are real; the network is real; the time spent on this compounds.

100%FL CAM licenses current
5 of 6CAI members
2CE renewals next 90 days
$8,420CMG annual training spend
CMG · founderFL CAI board member

FL CAM licenses · DBPR-issued

Person
Credential
License #
Expires
CE earned
Status
Tizi Vega · Ops director
FL Community Association Manager
CAM02289
Sep 30, 2026
14 / 20 hrs
current
Melissa Lopez · Plaza Tower
FL CAM
CAM12345
Sep 30, 2026
16 / 20 hrs
current
Patty Swain · CV / Lakes
FL CAM
CAM18802
Sep 30, 2026
20 / 20 hrs · ✓
current
Kyle Whitmer · Magnolia / OPV
FL CAM
CAM24201
Sep 30, 2026
11 / 20 hrs
9 hrs needed
James Rivers · KL2 / TCC
FL CAM
CAM21008
Sep 30, 2026
18 / 20 hrs
current
Diana Garcia · Front desk lead
FL CAM (optional · CMG-supported)
CAM26421
Sep 30, 2027
n/a · new license
in progress · Q3 study

CAI memberships & designations

Person
Designation
Status
Date earned
Renewal
CMG Founder
CAI National + FL Chapter · Director (board) · PCAM
current
PCAM 2018
Annual
Detail →
Tizi Vega
CAI · CMCA + AMS
current
CMCA 2014 · AMS 2018
Annual · 16 CEU/yr
Detail →
Melissa Lopez
CAI · CMCA
current
2022
Annual
Detail →
Patty Swain
CAI · CMCA + AMS-track
current
CMCA 2020
AMS exam Q4 2026
Detail →
James Rivers
CAI · CMCA
current
2024
Annual
Detail →
Kyle Whitmer
CAI · CMCA-track
studying
CMCA exam Aug 2026
Detail →

2026 conference + event calendar

FL CAI Annual Conference

Mar 18–20 · Orlando · ATTENDED

Tizi + Melissa attended. 16 CEUs each. Tizi presented on "Operationalizing the SLA." Strong networking · 4 owner-board referrals followed.

FL CAM Renewal CE · spring

Apr 14 · Tampa · ATTENDED

Patty + James earned 6 CEUs each on records-request statute updates. James was the surprise standout · cited 3 times in Q&A.

CAI National Conference

May 21–23 · Las Vegas · TIZI

Tizi attending · 18 CEUs target. Co-presenting "Boring in the Right Way: Tech-First Compliance" with FL CAI peers.

FL CAI Tallahassee Chapter Lunch

Monthly · 1st Tuesday

Tizi or Melissa attends. Network referrals · regulatory updates · informal market intel. Where most competitive teardowns get their freshness.

FL CAM Renewal CE · fall

Sep 8 · Tallahassee · ALL HANDS

Pre-Sept-30 license renewal cycle. Whole CMG team attends. CMG pays · day off for studying. Whole team renewed in last 4 cycles.

FL CAM Council annual

Nov 4–5 · Orlando · OPTIONAL

Founder + Tizi attending. Regulatory advocacy with FL legislators. Indirect benefit: early signal on bills (feeds Reg Scanner module).

CMG training spend · 2026 budget

CategoryBudgetYTDNotes
FL CAM license fees$1,400$840Includes Diana's new license fees
CAM CE courses$1,200$68020 hrs/yr per FL-licensed staff
CAI memberships (annual)$2,200$2,200National + chapter dues for 5 staff
CAI conferences (FL + National)$3,200$2,840Tizi + Melissa FL · Tizi National
CMCA exam fees + study materials$420$420Kyle CMCA · Patty AMS
Books · subscriptions · misc$420$140Industry pubs · trade journals
Total$8,840$7,120Tracking under budget

Why we invest here

Statutory floor

FL §468.4334 requires CAM licensing for managers of associations · CE renewal mandatory. We exceed by 2 CEUs/staff/cycle as standard practice.

Practical depth

CMCA + AMS + PCAM curriculum surfaces real expertise · not pageantry. Patty's PCAM-track preps her for Senior PM role.

Network compounds

14 of our 18 association wins came through someone Tizi or the founder met at a CAI event over 5 years. Network = pipeline.

Regulatory horizon

FL CAI legislative committee meetings give 6-9 months early signal on coming statute changes. Reg Scanner module pulls from this.

Hiring magnet

Strong mid-career CAMs choose firms that invest in their CE. CMG's training spend is a real recruitment pitch when interviewing senior PMs.

Founder as CAI board

Our founder is on the FL CAI board. That seat takes ~30 hrs/year. Returns: regulatory access, recruiting reputation, market authority. Worth every hour.

Replaces

The "we should keep the team current" intention. The renewal that lapses because nobody put it on a calendar. The $1,200 CE that owner-board members assumed CMG paid for but actually came out of the manager's pocket. The mid-career manager who leaves because their employer didn't fund their certification path.

References

FL §468.4334 CAM licensing · CAI National (CMCA · AMS · PCAM) · FL CAI Chapter · DBPR-approved CE providers · Wiki annual training-cycle entry.