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<?xml-stylesheet type="text/xsl" href="../part2stratml.xsl"?><StrategicPlan><Name>About AAM</Name><Description/><OtherInformation/><StrategicPlanCore><Organization><Name>AAM</Name><Acronym>AAM</Acronym><Identifier>_c96ec1b4-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><Description>Founded in 1990, AAM has been providing community management services for 28 years. Today the company manages hundreds of homeowners associations throughout Arizona, New Mexico, California, Michigan, North Carolina, South Carolina and Texas. We have regional offices in Chandler, Phoenix, Prescott, Surprise, Tucson, Tempe, AZ, Carlsbad, CA, Rochester, MI, Albuquerque, NM, Durham, Raleigh, North Carolina, Hilton Head, South Carolina, and San Antonio, TX. We focus entirely on delivering the best service possible to the Boards of Directors and homeowners in each community we manage.</Description><Stakeholder StakeholderTypeType="Generic_Group"><Name>Homeowners Associations</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>AAM Employees</Name><Description>Headquartered in Tempe, Arizona, AAM employs over 600 highly-trained professionals. We regularly attract the best talent the industry has to offer. In fact, we have consistently been ranked as one of the "Best Places to Work" by the Phoenix Business Journal for ten years.</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>AAM Executive Team</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Amanda Shaw</Name><Description>President / Partner -- As the president of AAM, Amanda Shaw is responsible for guiding the company’s daily operations as well as long-term strategic planning and financial matters. Formerly General Manager, she was named President in January 2004 and became a partner in 2013. Amanda began her career in the housing industry in 1995 as Assistant Controller for Del Webb’s Sun City West community. Within a few years, she rose to the position of Vice President of Finance for Del Webb’s Sun City Grand and later Anthem, where she remained until being named General Manager of AAM in 2002.Amanda’s strong financial background and extensive experience gives her the leading edge in terms of fostering relationships with Board of Directors and formulating new business strategies.Amanda graduated Magna Cum Laude with a Bachelor of Accountancy degree from the University of Mississippi in 1989. She is a CPA, licensed in the State of Mississippi. Amanda is also a member of the American Institute of Certified Public Accountants, the Mississippi Society of Public Accountants, and the Urban Land Institute. She has her CAAM® certification from the Arizona Association of Community Managers and is also a Board member for the organization.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Michelle Dennis</Name><Description>Chief Financial Officer -- Michelle Dennis has been a part of AAM for over 13 years. She started as a Staff Accountant in 2005, while simultaneously studying for and receiving her Master of Accounting and Financial Management from Keller Graduate School of Management. She was promoted to Senior Staff Accountant in 2007, Department Manager in 2008 and became AAM’s Director of Corporate Accounting in 2011, a position she held until being named CFO in January, 2016.One of Michelle's major accomplishments during her tenure with AAM has been the creation and implementation of AAMResales.com, a custom, proprietary website developed for managing our communities' resale activities. The website was designed to ensure our disclosure process would never be the reason that an escrow failed to close on time, and is regularly praised by Realtors and title companies as being the best in the industry.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Ercell Sherman</Name><Description>Chief Operating Officer -- Ercell brings more than 26 years of community management experience to his position on AAM's Executive Team. Since joining the company in September 2000, he has served in a number of high-profile positions, including Community Manager, Vice President of Special Projects and most recently, Executive Vice President. Formerly the Community Manager at Anthem, Arizona, Ercell has extensive experience in the management of large-scale master planned communities and age-restricted communities. Prior to joining AAM, Ercell was the General Manager for Robson Communities’ Sun Lakes Phases II and III.Ercell is responsible for overseeing the company's general strategic plan, as well as implementing training programs, property manager assignments and new legislation. He holds the CAAM® designation by AACM.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Eric Parsons</Name><Description>Chief Information Officer / Partner -- Eric is responsible for directing and managing the company’s computer operations and related functions, including communications, office systems, data management and data processing. A talented technology professional with strong experience in meeting the needs of end users ranging from CEOs to interns, Eric has served in a variety of leadership positions throughout his career. Just one of many highlights includes improving sales collection information from 85% to 99.5% by leading the rollout to integrate a POS system into a web based system in over 1,200 stores for Cold Stone Creamery. In addition, he has played an integral role in the systems operations of companies such as Russell Stover, Targus and The Little Gym. Eric joined AAM in 2010 from a computer forensics consulting firm, which helped AMD win a $1.25 billion dollar antitrust settlement against Intel. While working for a highly regarded IT outsourcing company, he managed technology environments for a number of different customer businesses. Eric became a partner in 2017.Eric is a certified Project Management Professional (PMP®) by the Project Management Institute and holds a Bachelor of Science degree in Business Administration, with an emphasis on Information and Operations Management, from the University of Southern California.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Matt Murphy</Name><Description>VP of Financial Management -- Matt joined AAM in 2006 as a Staff Accountant. Over the years, Matt has taken on increased responsibilities and today holds the position of Vice President of Financial Management. Currently, Matt oversees a staff of over 40, including Accounting Managers, Staff Accountants, A/P, A/R &amp; Billing Coordinators. Matt is responsible for AAM’s successful management of all financial and accounting related activities for all of our Association clients. These responsibilities include, meeting with clients to assist in developing strategic financial plans for their communities, managing banking relationships, and ensuring AAM is in compliance with standard GAAP requirements.Matt brings more than 16 years of accounting experience to his position. He holds a Bachelor of Arts degree in Accounting from The University of Utah. His knowledge and expertise assures the highest standard in evaluating accounting procedures and provides a level of expertise unmatched in the industry.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Lydia Elie</Name><Description>VP of Human Resources -- Lydia leads the HR team and is tasked with overseeing all aspects of Human Resources, including coaching, training, benefits, payroll and performance reviews. She first joined AAM as a Payroll and Benefits Manager in 2012, a position she held for two and a half years. She briefly left AAM after taking a position with GoDaddy™, a large technology company, but returned in March 2016 as our Director of Human Resources and was quickly promoted to Vice President of Human resources in August 2016.Lydia holds a PHR (Professional in Human Resources) designation and a Bachelor’s Degree in Business Administration from Southwestern Christian University, where she graduated Magna Cum Laude. She is a tireless advocate for employees and strives to ensure AAM is a great place to work and offers competitive benefits so we can continue to attract the best and brightest employees.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Joel Kramer</Name><Description>Partner -- Joel Kramer joined AAM as Partner and Co-CEO in 2005 and brings with him extensive experience in providing both traditional accounting and tax consulting services while specializing in business valuations and litigation consulting. Also a practicing CPA, Joel continues to serve as a Managing Director of CBIZ MHM, LLC.With almost 30 years in the profession, Joel has worked with an array of businesses, including retail, wholesale distribution, real estate, manufacturing, legal and medical. Joel uses his significant strategic planning skills to help guide AAM into the future. </Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Laura Ziff</Name><Description>Chief Executive Officer -- Prior to founding AAM in 1990, Laura Ziff gained significant experience in real estate, development and property management while working with leading financial institutions in Phoenix.When starting AAM, Ziff's goal was to "raise the bar" in providing community association management with an emphasis on integrity and superior customer service. These core fundamentals are still evidenced by the growth and reputation of AAM today and their dedication to delivering total peace of mind to their homeowners and Boards.Laura worked as an educator for nearly a decade before changing her career path to community management. She continues to use her teaching skills to enhance the education level of her staff and clients as it relates to the management industry and building stronger communities.</Description></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>AAM Regional Team</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Kim Olson</Name><Description>VP of Developer Services Southwest -- Kim joined AAM in February 2007 and served as a Document Specialist and Director of Developer Services prior to being promoted to her current position in January 2009. As VP of Developer Services, Kim oversees the Developer Services division that provides a variety of services to our home-builder clients to include built out and cash flow budgets, evaluating and advising on governing documents, creating working documents to include design guidelines, association rules, fine and collection policies, coordinating the transition of common areas to the association for maintenance and many other items as needed through the development of a community.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Greg Franks</Name><Description>VP of the Southeast Division -- Joining AAM in May 2018, Greg Franks serves as the VP of the Southeastern United States Division. With over a decade of industry experience, Greg collectively brings to AAM his extensive knowledge and experience of overseeing and managing homeowner and developer-controlled communities. Before joining AAM, Greg’s diverse background included operational management, asset management totaling over one billion dollars, as well as quality assurance expertise regarding construction concerns in developed communities. Operating out of Denver, North Carolina, Greg is responsible for promoting AAM's management and developer services to new clients in the Southeastern United States, as well as oversee the daily operations in our Southeast Division.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Elaine Anghel</Name><Description>Sr. VP Onsite Community Management -- Elaine, an industry veteran with over 25 years of Community Management experience, is AAM's Senior Vice President of Onsite Management. Elaine's role includes the supervision of the onsite teams for several developer and lifestyle communities throughout Arizona. Elaine's experience includes having served as both Portfolio and On-Site Community Manager, General Manager and Vice President of Management Services, as well as volunteering many years with local and national professional community management organizations such as AACM and CAI.  She has been nationally recognized for her long-term support of legislation that benefits HOAs and has served as Chair and currently as Member of AACM's Professional Standards Committee for over 10 years. She currently holds CAAM®, CMCA®, AMS® and the prestigious PCAM® designations.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Brad Lundmark</Name><Description>VP Onsite Community Management -- With a Bachelor of Science Degree in Business Management, Brad has over 23 years of experience in the community management and customer service industries. Beginning his career with AAM in 2006 as an Onsite Community Manager for a large master-planned community, Brad has extensive experience with highly amenitized onsite communities with expertise in assisting with committees, chartered clubs, and special interest groups. Brad was promoted in 2016 to Vice President of Onsite Community Management and holds professional designations including CAAM® (Certified Arizona Association Manager) through AACM as well as AMS® (Association Management Specialist) and CMCA® (Certified Manager of Community Associations) from CAI.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Carla Helmstadter</Name><Description>VP of East Valley Office -- Specializing in Budgets, Vendor Management and Governing Documents, Carla has over 20 years of professional Community Management experience. Starting her tenure with AAM in 2005, she has held a myriad of positions such as Community Manager, Area Manager, Regional Manager and in 2010 was promoted to VP of East Valley Operations. She also holds a CAAM® (Certified Arizona Association Manager) designation from the AACM and was nominated for their GEM Award.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Pam Hilliard</Name><Description>VP of Tempe/Tucson Operations -- Pam has almost 30 years of professional community management experience. Prior to starting at AAM in 2005, she worked in real estate and property management. She holds her CAAM® (Certified Arizona Association Manager) designation from the Arizona Association of Community Managers, as well as a Sustainable Landscape Management (SLM) certification from the Arizona Landscape Contractors' Association. Pam has been a finalist for AACM's Humanitarian GEM Award and earned AACM’s 2017 Instructor of the Year.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Janice Martinez</Name><Description>VP of Central Valley Office -- Janice Martinez was appointed as AAM's Vice President of Central Valley Operations in 2011. Originally trained as an educator, Janice joined AAM in 2004 as a member of an onsite community team. Shortly thereafter, Janice was promoted to Community Manager and then as an Area Manager for AAM’s Central Valley Office. Janice holds a Bachelor of Arts Degree in Elementary Education and Teaching from University of Arizona and a CAAM® (Certified Arizona Association Manager) designation from AACM.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jody Cote</Name><Description>VP of West Valley Office -- Starting her career in community management in 2003 as a member of the AAM support staff, Jody Cote was quickly promoted to Community Manager, a position she held for 11 years. During her tenure, she has also been an Area Manager and the Onsite Community Manager of Anthem Country Club, where she oversaw a community of 10,000+ residents and a full time staff. Jody is a Certified Arizona Association Manager (CAAM®) through the Arizona Association of Community Managers (AACM) and a Certified Manager of Community Certifications (CMCA®) and Association Management Specialist (AMS®) through the Community Associations Institute. In 2011, she was an AACM GEM (Guided Excellence in Management) Award Nominee.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Vicki Sears</Name><Description>VP of New Mexico Operations -- Vicki is a 20-year real estate industry veteran. She joined AAM in 1998 and has served as the company's Training Manager, an Area Manager and most recently, as Vice President of Customer Service. Vicki is responsible for the execution of all Customer Service operations including hiring, training and guiding team members to ensure customers are left satisfied with the support given. In addition, Vicki has been an active member in both AACM and CAI. Vicki has a business degree from Northern Arizona University and holds several professional designations, including CAAM® through AACM, as well as AMS® (Association Management Specialist), CMCA® (Certified Manager of Community Associations) and PCAM® (Professional Community Association Manager) from CAI.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Jody Roman</Name><Description>Regional Director of New Mexico Operations -- Jody has dedicated over 32 years of her career specializing in customer service, making her exceptionally qualified to serve in the Community Management industry. Over the last 11 years in the industry she has managed all types of Community Associations, including single family, condominiums and high-rises. She joined AAM in June 2015 and quickly promoted to Regional Director of New Mexico Operations in April 2016. Jody holds her CMCA® (Certified Manager of Community Associations) and AMS® (Association Management Specialist) designations from CAI.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Annette Imoto</Name><Description>Regional Director of California Operations -- Invested in offering high-level customer service, Annette brings with her over 19 years of Professional Community Management experience. Annette has held a myriad of positions before starting at AAM, including, Accounts Payable/Receivable, Office Manager, Community Manager and Portfolio Manager. In 2016, Annette joined AAM as the Regional Director of California Operations.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Shelley Reith</Name><Description>VP of Michigan Operations -- Shelley began her career with AAM in 2004; with her focus as a Community Manager for large on-site active adult communities in Arizona.  In 2013, Shelley Reith was hand selected to start-up and head the AAM Michigan  Division, bringing her impressive management experience of large on-site, active adult communities and more than 30 years of customer service experience; to the Greater Detroit metropolitan area. She holds her CAAM® designation with the Arizona Association of Community Managers and she was honored to be recognized as AACM's Manager of the Year in 2013.  Shelley was promoted to Vice President with AAM in 2016.  She currently sits on the Michigan Legislative Action Committee to better serve the integrity and legislative success of homeowner associations throughout the state of Michigan.  In addition to the Midwest market, Shelley is excited and honored to serves as a management specialist to the Homeowners Association Team at Sun City Hilton Head community in South Carolina.</Description></Stakeholder><Stakeholder StakeholderTypeType="Person"><Name>Samantha Alvarez</Name><Description>Regional Director of Texas Operations -- Samantha joined the AAM team in early 2017 as an Area Manager and was promoted to Regional Director in March 2018. With over two decades of community association management expertise she previously held the positions of Owner, President, Vice President, Division Manager of New Development, Senior Manager and Director of Training. Samantha has also served as a volunteer on the Education Committee, Programs Committee and Outreach Committee for CAI (Community Associations Institute). Samantha is responsible for the overall Texas Operations and team. </Description></Stakeholder></Organization><Vision><Description>The best service possible to the Boards of Directors and homeowners in each community that we serve</Description><Identifier>_c96ec308-a7e6-11e9-bb7c-c9b6e6400de1</Identifier></Vision><Mission><Description>To provide community management services</Description><Identifier>_c96ec434-a7e6-11e9-bb7c-c9b6e6400de1</Identifier></Mission><Value><Name>Customer Focus</Name><Description>Living Better Together® - Placing the best interests of the association first and bringing a perspective as if we live there ourselves</Description></Value><Value><Name>Proactivity</Name><Description>Taking a considerate and proactive approach to solving problems</Description></Value><Value><Name>Respect</Name><Description>Maintaining a true level of respect for every member of the association</Description></Value><Value><Name>Delivery</Name><Description>Making good on our promises - we never commit to what we can't deliver</Description></Value><Goal><Name>Payments</Name><Description>Make it quick and easy to set up payments online.</Description><Identifier>_c96ec6fa-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>1</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/><Objective><Name/><Description/><Identifier>_c96ec920-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator/><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Services &amp; Forms</Name><Description>Provide forms and services for HOAs.</Description><Identifier>_c96eca38-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Homeowner Associations</Name><Description/></Stakeholder><OtherInformation>Homeowner Services &amp; HOA Forms -- AAM is Dedicated to Delivering Total Peace of Mind!We created this website as a way for you to connect with AAM, no matter what time of day or night you need.Being there to listen to your needs and address them in a timely manner is an important part of our dedication to providing HOA assistance and delivering total peace of mind. Visit any one of these links to contact us with your request:</OtherInformation><Objective><Name>Appeals</Name><Description/><Identifier>_c96ecb5a-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.1</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Architectural Submission</Name><Description/><Identifier>_c96ecc5e-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.2</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Change of Address</Name><Description/><Identifier>_c96ecd6c-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.3</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>CC&amp;R Concern</Name><Description/><Identifier>_c96ecee8-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.4</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Compliance</Name><Description/><Identifier>_c96ecfd8-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.5</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Estatements</Name><Description/><Identifier>_c96ed0c8-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.6</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Fee Waiver</Name><Description/><Identifier>_c96ed1e0-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.7</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Maintenance Request</Name><Description/><Identifier>_c96ed2d0-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.8</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective><Objective><Name>Tenant Registration</Name><Description/><Identifier>_c96ed3c0-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>2.9</SequenceIndicator><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal><Goal><Name>Websites</Name><Description>Make it convenient and easy to find out what's happening in communities.</Description><Identifier>_c96ed4ce-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator>3</SequenceIndicator><Stakeholder StakeholderTypeType="Generic_Group"><Name>Neighborhoods</Name><Description/></Stakeholder><Stakeholder StakeholderTypeType="Generic_Group"><Name>Communities</Name><Description/></Stakeholder><OtherInformation>Neighborhood Information &amp; Community Websites -- Would you like to know what's happening in your community? This collection of neighborhood information and community websites make it convenient and easy to find out what's happening in your community.</OtherInformation><Objective><Name/><Description/><Identifier>_c96ed5be-a7e6-11e9-bb7c-c9b6e6400de1</Identifier><SequenceIndicator/><Stakeholder><Name/><Description/></Stakeholder><OtherInformation/></Objective></Goal></StrategicPlanCore><AdministrativeInformation><PublicationDate>2019-07-16</PublicationDate><Source>https://www.homeownerresources.com/aam-community-management/</Source><Submitter><GivenName>Owen</GivenName><Surname>Ambur</Surname><PhoneNumber/><EmailAddress>Owen.Ambur@verizon.net</EmailAddress></Submitter></AdministrativeInformation></StrategicPlan>
