CLI Team + Facilitators
Adam Balkcom
CEO
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.
Theresa Bernhard
Director of Membership & Program Operations
Theresa serves as Director of Membership & Program Operations at CAM Leadership Institute, where she leads the strategy and systems behind our member journey and program delivery. She oversees mastermind program coordination, member engagement, internal operations, and recruiting support through CLI’s People Plus initiatives, ensuring a seamless and high-impact experience at every stage.
She brings more than a decade of leadership experience spanning client success, operations, and team development. Throughout her career, she has built high-performing teams, streamlined internal systems, and led strategic initiatives that drive both exceptional client outcomes and sustainable growth.
With a steady presence and a passion for process, Theresa helps translate vision into action, making it easier for members to grow, connect, and lead with clarity.
Miranda James
Director of Strategic Partnerships & Initiatives
Miranda joins CAM Leadership Institute as Director of Strategic Partnerships & Initiatives and brings with her a wealth of experience across the HOA industry and beyond. With a focus on spearheading strategic partnerships and initiatives that bring fresh opportunities, tools, and collaboration to our members, Miranda will lead efforts to create a vendor knowledge base, guide members on CLI’s consulting products, such as contract review, People Plus, and recruiting support, and strengthen our network of consultants to help organizations refine and grow.
She is passionate about helping companies not just grow but thrive by aligning their vision with strategy and building connections that truly work, creating opportunities that elevate leaders and their companies.
Andrea Hardy
Director of Consulting Products & Technology
Andrea L. Hardy, CMCA®, AMS®, PCAM®, SAFe®, graduated summa cum laude from the University of Texas at Dallas and has more than 20 years of executive leadership experience, including 7+ years in technology. As a previous management company owner and Director of Customer Success at a large software company, she is adept at developing process initiatives and has a proven track record of advancing organizational growth and elevating service standards. Throughout her career, she has combined operational expertise with data-driven strategies to deliver measurable improvements in performance and client satisfaction.
Jennifer Carter
Business Development Facilitator
Jennifer has over 20 years of experience in the Association and Property Management industry and has served in executive leadership since 2019. Starting as a Portfolio Manager and advancing through roles in project management, training, and business development, she has a proven record of driving growth, innovation, and operational excellence. As a former VP of Business Development, Jennifer helped expand her previous company from 20 clients to over 250 through strategic sales initiatives, marketing leadership, and strong client retention. She now serves as Director of Operations at Homeowners Advantage in Atlanta, GA, focusing on high-rise management, market expansion, and team development. Recognized as a thought leader in business growth and client experience, Jennifer combines strategic vision with hands-on leadership to inspire teams and elevate performance.
Sally McDonald
Administrative Support
With a strong background in customer support and operations, Sally brings excellent communication and organizational skills to the CLI team. She focuses on maintaining consistency, structure, and efficiency across projects, ensuring every team member has the tools and information they need to succeed. Sally’s experience supporting both clients and internal teams helps keep operations running smoothly and collaboration strong throughout the organization.
Nicole Grandelli
Facilitator
With 18 years of experience in the HOA industry, Nicole Grandelli has built a career on leadership, expertise, and dedication to community management. She started as a Community Manager and worked her way up, ultimately purchasing the company she had dedicated years to when it was up for sale in 2020. Leading through the challenges of the pandemic, she cultivated a team of seasoned professionals who earned their Certified Manager of Community Associations (CMCA) certification within their first year and are encouraged to pursue ongoing professional education. Nicole has a deep understanding of the greater Charlotte market, maintaining strong relationships with association boards and local developers. Her strategic approach and commitment to excellence have made her a trusted leader in the field.
Beyond her professional accomplishments, Nicole is a proud mother of three and has been married to her college sweetheart for 16 years. She balances her career with her passion for family, community involvement, and supporting the growth of youth sports in her area.
Cat Carmichael, PCAM
Facilitator
Cat Carmichael, PCAM has been serving community associations for three decades, in community management, HOA financial services, management and business partner consulting, and as an elected homeowner leader. She has published numerous trade articles including her poem “Ode to the PCAM” and been a featured speaker and instructor at industry events. Cat’s election to CAI’s Business Partners Council in 2013 led to her selection for the Board of Trustees, where she served as 2019’s President. Cat is a graduate of the University of California, Irvine, and an honors graduate of Pacific Coast Banking School, where she was recognized for her thesis “Addressing the Agency Dilemma When Banking for Property Management Companies”. Her consulting company, Strategy 1 2 3, helps businesses with profitability, strategic partnerships and pre-sale due diligence to help owners enhance their business’s value and increase their success in mergers and acquisitions.
Paul Grucza, CMCA©, AMS™, PCAM®
Facilitator
Paul D. Grucza, CMCA, AMS, PCAM, has over 47 years in multifamily, association management, and education. A past CAI National President and “Educator of the Year,” he continues to train managers and boards worldwide. Paul continues to consult, lecture nationally, and write extensively on all aspects of association management.
Gavin Cobb
Facilitator
Gavin Cobb is the President and CEO of Heritage Property Management, which employs 170 people and manages over 80,000 units within 500 plus community associations throughout Georgia. Prior to Heritage, Cobb worked as a tax accountant with a big four CPA firm specializing in real estate. Cobb has served as a board member of the Community Association Institute, Georgia Chapter including serving as its President in 2006. He was instrumental in instituting the Managers Education Committee, which offers continuing education opportunities to community association managers. After running an independent company since 1996, in November of 2021, Heritage joined forces with Associa, the nation’s largest community association management firm.
Henrik Hansen
Facilitator
Henrik Hansen is the CEO of OrangeBox Enterprises, a group of HOA service companies including Spectrum Association Management with over 200,000 units, Blue Lime Insurance Group, and the HOA education company Boardline Academy.
In his role, he has doubled the company organically while also launching several new service brands in the HOA industry. In addition to his role as Group CEO, he also serves as CEO of a private equity firm investing in a range of industries.
His great passion is developing trusting organizations with absolute emphasis on the employee experience and journey. His organization has won best places to work in the state of Texas and scored 99% trust during the COVID challenge.
Henrik is born in Copenhagen City, Denmark, lived in Ghana in Africa, and now in the United States for the past 25 years. He is married and has three kids. His interests include inclusion for special needs children and ESG.
Tony Neuman
Facilitator
Tony’s 25-year career has spanned sales, marketing and communications roles as an individual contributor, team leader and functional leader in companies from 12 to 150,000 employees. His diverse experience allows him to quickly learn a business and develop practical plans that teams can implement to drive top- and bottom-line growth. His leadership skills include talent development, strategic planning and co-active coaching. Outside of work, Tony enjoys reading, biking, bowling, golf and spending time with his wife, three children and six pets. Tony has an undergraduate degree in communications from the University of Minnesota-Duluth and an MBA from St. Thomas University (St. Paul, MN)
Bruce Ratliff, CCAM- Emeritus, HR.CI
Facilitator
Bruce has been in the Common Interest Management industry for over 35 years, transitioning to Commercial Management in a Mixed-Use Environment, and providing Consulting Services for various communities throughout his career. He enjoys a reputation as a successful, results oriented manager focused on experience, raising awareness of industry knowledge, technology, California legislation, building relationships and best practices in the workplace.
Bruce possesses a wide array of experience as a manager of portfolio Associations, as a Homeowners Association Analyst, as a Board Member for his own homeowner’s association, Large Scale manager, Full-Service Luxury High-Rise Manager, Director and Vice President of High-Rise Operations. He worked and built a book of business with over 50 vertical Buildings in Southern California, subsequently another 17 vertical buildings in San Francisco Bay area, before transitioning to the commercial side of Association management at a large mixed-use facility in San Francisco.
Bruce stepped away from the day-to-day workplace in September 2022 and now consults with Homeowners Associations, management companies. Independent managers, and Boards of Directors around policy governance, interim general manager roles, general manager sourcing review and placement recommendations, and best practices. He prides himself on doing the right thing, reconciling difficult decisions with strategic financial and fundamental development, and is actively involved in the industry, speaking at various industry specific programs throughout Southern and Northern California.