San Francisco Resource Panel - October 2025

San Francisco Resource Panel - October 2025

By Echo

Meet with your peers at an Echo organized resource panel!

Date and time

Location

221 Main St

221 Main Street, 4th Floor San Francisco, CA 94105

Good to know

Highlights

  • 2 hours
  • In person

Refund Policy

Refunds up to 7 days before event

About this event

Community • State

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 & Funding Solutions: The Good, the Bad & The Ugly


Presented by

Sonia Lopez | Heritage Bank of Commerce

Charlotte Allen | Socher Insurance Agency, HUB


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.


San Francisco Resource Panel:

Charlotte Allen | Socher , A HUB International Company

Amanda Cox | PMP Management

Alicia Perez | Giuliani Construction & Restoration, Inc.


Food, Beverage and Venue Sponsor

Socher Insurance

Organized by

Echo

Followers

--

Events

--

Hosting

--

$0 – $55.20
Oct 22 · 5:30 PM PDT