San Francisco Resource Panel - October 2025

The Educational Community for Homeowners (ECHO) is a nonprofit membership corporation dedicated to assisting California homeowners associations. Our mission is "Serving Community Associations", and we provide help to homeowners associations on many fronts: finances, legal issues, insurance, maintenance and management.

Echo

Meet with your peers at an Echo organized resource panel!

221 Main St

Join the San Francisco Resource Panel for a night on wine and light appetizers as we talk about topics of interest to residents in the greater San Francisco area!

HOA Insurance Problems &amp; Funding Solutions: The Good, the Bad &amp; The Ugly Presented bySonia Lopez | <a href="https://heritagecommercecorp.com/overview/default.aspx" title="https://heritagecommercecorp.com/overview/default.aspx" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Heritage Bank of Commerce</a>Charlotte Allen | <a href="https://www.hoainsurance.net/" title="https://www.hoainsurance.net/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Socher Insurance Agency, a HUB International Company</a> Sonia Lopez, Vice President of Heritage Bank of Commerce and Charlotte Allen, Director of Socher Insurance Agency, a HUB International Company will dive into the challenges HOAs face in obtaining insurance, exploring how communities can stay insured, regain coverage, and manage the rising costs of protection. With combined expertise in community management, banking, and HOA-specific insurance, they’ll share collected knowledge, practical insights, and veteran best practices. We’ll look at where we are with insurance in California, the hot ticket items that can gain or lose your preferred and California-admitted insurance policies, the importance of maintenance and repair, and solutions for funding increased costs of construction, insurance, and everything in between. Don’t miss this opportunity to gain expert guidance and practical tools to ensure transparent, efficient, and compliant HOA Insurance and funding solutions!

Our panels are offered in a casual atmosphere to enable board members, homeowners, managers, and other professionals to hear about important topics presented by experts in the industry, and share experiences and issues. Come and connect with your peers and attend the next lunch meeting of the Wine Country Resource Panel.

Premier Sponsors:<a href="https://www.urbanpainting.com/" title="https://www.urbanpainting.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Urban Painting</a><a href="https://www.mindmetechnology.com/" title="https://www.mindmetechnology.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Mindme Technologies, Inc.</a>

Food, Beverage and Venue Sponsor<a href="https://www.hoainsurance.net/" title="https://www.hoainsurance.net/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Socher Insurance Agency, A HUB International Company</a>

San Francisco Resource Panel:Charlotte Allen | <a href="https://www.hoainsurance.net/" title="https://www.hoainsurance.net/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Socher Insurance Agency , A HUB International Company</a>Amanda Cox | <a href="https://pmpmanage.com/" title="https://pmpmanage.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">PMP Management</a>Alicia Perez | <a href="https://www.giulianiconstruction.com/" title="https://www.giulianiconstruction.com/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Giuliani Construction &amp; Restoration, Inc.</a>

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San Francisco Resource Panel - October 2025

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San Francisco Resource Panel - October 2025

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