Mr. Haney earned his BS (Management) from California State University-Sacramento, his MBA (Leadership & Policy) from the University of California at Berkeley and his MS (Tax) from Golden Gate University. He earned the CPA designation (#13310E) over forty years ago. He is active in the CID industry and has written and spoken on a variety of industry topics at local regional and national levels. He has served as President of the local CAI chapter, as the Chair of the National CAI Accountants’ Committee and the Chair of the Executive Council of Homeowners Association (“ECHO”) Accountants’ Resource Panel.

He is the principal architect of the firm’s technology initiatives, its business policies, and its operating procedures. He reviews and signs all professional work products. He coaches and trains staff and clients on a variety of CID operations and leadership subjects.

Prior to founding the firm, he developed his skills as a Senior Accountant and Management Consultant in National CPA firms, a Senior Vice President and Chief Financial Officer of a National Bank, and Vice President of Administration for a large printing corporation.

Adam earned his Bachelor of Science degree in business administration (Accountancy Concentration) from the California State University of Sacramento in 2005. While attending CSUS he served as the technical director for the Sacramento Chapter of the national honors accounting fraternity-Beta Alpha Psi. Since completing his course work he earned his CPA designation and will continue his commitment to lifelong learning. This academic degree and professional certification process supplement his real world accounting and technology knowledge gained through his father’s guidance and the progressive expansion of his responsibilities in the family accounting firm.

During his over twelve years of work experience with the firm he has acquired a strong working knowledge of the firm’s core business processes – accounts receivable, accounts payable, general ledger, payroll, budgeting, income taxes, and other professional work products. He has also developed a profound body of knowledge regarding CID issues and “best practice” solutions. He represents the company at all CID industry Chief Executive Officer seminars and symposiums. He is also a member of ECHO’s accountants’ resource panel

In addition to his accounting, technology and CID industry knowledge he continues to develop his own leadership style and reputation. His ability to listen, identify core issues, and facilitate agreed upon resolutions have been widely observed and noted by Clients, CID industry leaders, firm staff members, and other firm relationships. These skills and talent serve both the clients and firm well. They are critical success factors as the firm’s primary leadership role transitions to him over the next few years.

Ryan Graduated from Mira Loma High-school, with honors. Mira Loma is the 16th best school in California. He had taken many classes regarding industrial arts, with an emphasis in woodworking and cabinetry. He also took off-site vocational classes in Cabinetry where he earned his first award called the School to career award. This award was in recognition for his skills and abilities in woodworking.
After High-School Ryan worked for a few different companies and found that he had a knack for sales. Ryan continually worked on honing his skills in sales and negotiations. During his time is sales he was known as a top producer and held very high customer satisfaction ratings. He has continued to hone his skills and has continued with college level courses regarding sales, business development, and business retention.

In 2009 he started his own property preservation company and named it A-1 Hauling. Within 1-year A-1 had surpassed anyone’s expectations. Ryan was able to start and grow a very successful company at a time where other, similar companies were closing. Between 2009 and 2013 Ryan was able to procure contracts with multiple large corporations, and even some government agencies.

In late 2012 an opportunity arose with his brother and father, and he decided to take the plunge and switch industries. He also decided to enroll in college, to earn a degree in Real-Estate. Ryan helped start CEO Holdings, LLC. Shortly after starting CEO Holdings took off, beyond just a holding company. Ryan created an innovative business model that had not been tried before. In doing so, he earned the reputation for running the most prestigious Executive Suite Center in Roseville. CEO Holdings has a very strong presence in the small business community and has become the new standard.

Currently, Ryan is almost done with his certificate in Real-estate and is preparing to take the California Real-Estate Sales License exam. Ryan has also switched roles and moved to working for the other family company CiD Consortium, LLC. Ryan is doing business development and retention. He has already started to gain a reputation in the HOA industry as an honorable and ethical business professional. Recently, he has started to get involved with CAI and has started to take classes on HOA management and accounting. He recently passed the M-100 and has taken the CMCA exam, but does not know his results yet.

In addition, Ryan is a graduate of Leadership Roseville; a past ambassador for the Roseville Area Chamber of Commerce; currently on the Membership communication council; a two-time winner of the referral partner of the year award; two-time finalist or Entrepreneur of the year award; guest speaker for the Sierra College real-estate program; avid outdoorsman; award-winning woodworker; volunteers for Keaton Raphael memorial, Roseville Area Chamber, and many other non-profits.

Loretta joined the company in 2004 as a staff member in our general ledgers department.

After working in the general ledger department she was promoted to the manager of client services. She excels in working with homeowners, managers, management companies, board of directors, and vendors to help keep all accounting issues on course and running smoothly.

She has a vast knowledge in all aspects of the HOA industry and brings to the company forty plus years of accounting and management experience. Her past experience includes accounting manager of a construction company and vice president in charge of item processing in the banking industry.

She enjoys being involved in the CAI (Community Association Institute) educational chapter events and is avidly involved with ongoing education regarding the HOA industry.

Laurie Harris is CID Consortium’s Director of Community Association Management. She joined the company in April 2004 in the accounts receivable department.

Soon thereafter, she was promoted to department supervisor in charge of accounts receivable and collections. She immediately developed a rapport with homeowners, management companies, title companies and escrow companies creating trust and confidence in the system and developing new and improved ways to better serve our clients. She is also very knowledgeable with regards to the Davis Stirling Act.

Laurie brings to CID Consortium LLC, 10 years of teaching experience. She was an assistant teacher for the Special Education Program for Placer County.

She was instrumental in obtaining a million dollar loan for a much-needed complex wide siding project for one of the Association’s she manages. During this project, she procured, organized and worked out all major details to put the project manager in place and have everything run very smoothly until the project was complete.

She is very actively involved with the CAI, California North Chapter (Community Association Institute) Board of Directors where she served as “President “for 2010. She has chaired several educational seminars and has been on the committee for the Annual Golf Tournament for several years. She has also been a guest speaker at several educational luncheons for CAI.

Laurie is experienced in conflict resolution with homeowners and Boards and has helped Associations resolve complex litigation issues.