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Cat Carmichael, PCAM
Cat Carmichael, PCAM has been serving community associations for three decades, as a community management executive, HOA financial services professional, writer, and speaker. She was a key contributor to the development of the Community Association’s Institute’s (CAI) Educated Business Partner distinction and the Manager Employment and Engagement initiative geared to attract and retain professionals to the community association market.
As the founder of Strategy 123, Cat works with CEOs of HOA Management companies to create exit strategies geared to enhance the company’s metrics around profitability, market desirability, and readiness for acquisition.
Cat served as chair of the CAI’s Business Partners Council and five years on the international Board of Trustees, where she served as its 2019 President.
She has assisted numerous executives to achieve their dream exit plans including insider transfers, partner buy outs, acquisitions by national players, and acquisitions by third parties.
Adam Balkcom
Adam started in the community management space in 2008 when he joined the board of his community in West Midtown Atlanta. His involvement in the industry grew with the founding of his first company Anofit. Anofit helped staff personal trainers in community gyms and developed wellness programs for community residents. He later founded Broadband Planning which negotiates cable access agreements for communities and coordinates low voltage and fiber upgrades. After he sold Broadband Planning, he had a short stint in Silicon Valley founding a tech startup. In 2018 he accepted the position of National Consulting Manager for Association Prime powered by SouthState Bank. His primary role with Association Prime was working with owners of community management companies to grow their portfolios and profits while also creating more personal free time. The first CEO peer group was started in 2019 and quickly grew into three groups. The success of the CEO groups, as well as Adam’s passion for working with business owners, motivated him in August 2022 to step out from the bank and focus full-time on the groups.