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.

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.