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EDUCATION Vendors Board Members Employees Owners/ Residents SEASONAL BOARD EDUCATION FORUMS, BOARD CERTIFICATIONS, DEVELOPMENT PROGRAMS & MORE! Our most popular event, the HOA/COA Board Member Certification & Conference, happened on Wednesday, March 13, 2024. In its fourth year, we outgrew the Cici and Hyatt Brown Museum of Art and moved to the Museum of Arts & Sciences. Thank you to all who participated. Please see below for the exhibitor and presenter list. PRESENTER/VENDOR SIGNUP We are no longer taking admission for the conference! EDUCATION REGISTRATION First Name Email Last Name Phone Board Position Name of Your Association Is your association a COA or HOA? How many units are in your association? Are you currently a Southern States Management Group client? Please let us know a hot topic question that we can pass along to our professional panel consisting of community management, enforcement, restoration, common area, insurance and the overall building or community envelope. How did you heard about us? Sign me up! Southern States Management Group, (SSMG) launched their education initiative in June 2018 and have been pursuing every opportunity to collaborate with local professionals in an effort to educate community association leaders. The underlying goal of this initiative is to provide those leaders with thoughtful insight and practical knowledge to address the challenges that they face throughout the year. We recognize that these community leaders are volunteering their time and efforts and it is in keeping with this spirit that we endeavor to make sure that they are well equipped to face the challenges that may arise. ​ Additionally, our education events encourage an opportunity for community leaders to share ideas, stories and challenges while developing relationships with other association leaders within the community. These programs have grown in popularity and fill up quick! HOA & COA CERTIFICATION PROVIDED BY ​ PRESENTERS Condominium Board Member Certification Course Requirements of Chapter 718, Florida Statutes Board Powers & Duties Budgets & Reserves Assessments & Liens Covenant Enforcement HOA Board Member Certification Course Requirements of Chapter 720, Florida Statutes Board Powers & Duties Budgets & Reserves Assessments & Liens Covenant Enforcement Compliance with the Corporate Transparency Act Application of CTA to Community Associations Compliance with CTA Reporting Requirements Covenant Violation Seminar Overview of the covenant enforcement process discussing applicable Florida Statutes, case law, and commonly faced enforcement-related scenarios. Condo Insurance Coverage and Claims Policy Coverages & Exclusions Deductibles and Loss Assessment Coverage Claims Process & Dispute Resolution What are signs your pipes are failing? What contributes to failing pipes? What is Trenchless Pipelining Technology? Presented by Pipe Restoration Solutions Connect to Fiber for Mult-Dwelling Properties The Value of Creating a 100% Fiber Optic Community Generate Revenue Attract Tenants Competitive Advantage of Metronet Fiber Fast Installation Clear Pricing Dedicated Support / Account Executive What our customers have to say Our commitment Structural & Traditional Reserves History: SB4D & SB154 Traditional Reserves/ Components Structural Reserves/ Components Full Funding/ 100% Funding Splitting Existing Reserves Which buildings need an SIRS? We have it, now what? Why Your Insurance Premium Is Your Largest Budget Item - State of Florida Insurance Market - How the Insurance Bid Process Works - It’s Not the Same as Other Bids - Property Markets Make Up the Majority of Your Premium - Building updates – roof, electrical (aluminum wiring, panels), plumbing, HVAC Department of Business & Professional Regulation - The Division’s Jurisdiction and Complaint Process VENDORS Breakfast provided by Lunch provided by Happy Hour Provided by American Building Contractors AK Certified Roofing, LLC Angius & Terry, LLP Bowman Painting Brightview Landscape Services Brown & Brown Insurance Central Florida Homes and Pools - East CM Custom Pools East Coast Pools & Spas EmpireWorks Reconstruction Epic Forensics & Engineering Expert Reseverve Services, Inc. FCA Insurance First Coast Mulch Five Star Claims Adjusting Hotwire Communications I&E Construction Insurance Office of America J.B. Painting & Waterproofing, Inc. Karins Engineering Lawn Enforcement Agency, Inc. Martell & Ozim McMaster Lawn & Pest Services Michael Ciocchetti One Florida Bank Pipe Restoration Solutions Proserve Pools Securitas USA Shark Floor Coatings Soap & Sea Soft Washing Strategic Claim Consultants The Greenery, Inc. Verdego Waste Pro USA Wilco Restoration HEAR FROM EXPERTS ON THE FOLLOWING HOT TOPICS: Wright & Casey Condominium Board Member Certification Course Requirements of Chapter 718, Florida Statutes Board Powers & Duties Budgets & Reserves Assessments & Liens Covenant Enforcement HOA Board Member Certification Course Requirements of Chapter 720, Florida Statutes Board Powers & Duties Budgets & Reserves Assessments & Liens Covenant Enforcement Compliance with the Corporate Transparency Act Application of CTA to Community Associations Compliance with CTA Reporting Requirements Martell & Ozim, P.A. Covenant Violation Seminar Overview of the covenant enforcement process discussing applicable Florida Statutes, case law, and commonly faced enforcement-related scenarios. Michael Ciocchetti, J.D./M.B.A. Condo Insurance Coverage and Claims Policy Coverages & Exclusions Deductibles and Loss Assessment Coverage Claims Process & Dispute Resolution Pipe Restoration Solutions logo What are signs your pipes are failing? What contributes to failing pipes? What is Trenchless Pipelining Technology? Presented by Pipe Restoration Solutions Metronet Business Connect to Fiber for Mult-Dwelling Properties The Value of Creating a 100% Fiber Optic Community Generate Revenue Attract Tenants Competitive Advantage of Metronet Fiber Fast Installation Clear Pricing Dedicated Support / Account Executive What our customers have to say Our commitment Structural & Traditional Reserves presented by Expert Reserve Services History: SB4D & SB154 Traditional Reserves/ Components Structural Reserves/ Components Full Funding/ 100% Funding Splitting Existing Reserves Which buildings need an SIRS? We have it, now what? FCA Insurance Why Your Insurance Premium Is Your Largest Budget Item - State of Florida Insurance Market - How the Insurance Bid Process Works - It’s Not the Same as Other Bids - Property Markets Make Up the Majority of Your Premium - Building updates – roof, electrical (aluminum wiring, panels), plumbing, HVAC Metronet Business Connect to Fiber for Multi-Dwelling Properties Presented by Metronet Business KEYNOTE PRESENTER Department of Business & Professional Regulation - The Division’s Jurisdiction and Complaint Process LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour

What it means to be a CAM Real Estate Agent Vendors Board Members Employees Owners/ Residents All of our real estate agents are also Community Association Managers (LCAMs) That means we know the rulebooks and can help you with all those confusing rules and regulations! When deciding who to represent you for the sale, purchase or rental of your real estate, having a Licensed Community Association Manager is imperative to making the most educated choice. LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour Benefits of working with us You’ll save time and money. Your board will still maintain complete control, but won’t have to deal with the day-to-day operations – and the stress that comes with it. The goal of a management business is not to take power away from you, but to return it to you. You’ll have help with legal compliance. Even the most experienced board members might be stymied by community bylaws, insurance requirements, and lawsuits (yes, they do happen!). However, if you hire a professional management firm, you’ll have access to any help and resources you require. We’re experienced professionals. A SSMG is responsible for more than just your neighborhood, which means they’ve seen (and dealt with) every scenario imaginable. We can help you achieve your objectives while still keeping up with day-to-day operations, and your inhabitants won’t notice a thing.

Board member sign up form Vendors Board Members Employees Owners/ Residents Board Members & Community Leaders, On March 23, 2023, Southern States Management Group hosted our annual HOA/COA Certification & Conference with our focus this year, “Changes to Florida Law & Latest Trends in Communal living.” Our industry partners designed the curriculum specially to this theme. If you attended or missed this educational event, please see the topics and presentations below. The intention is for you, as Association decision makers, is to consider many factors when making critical choices for your community. Full Name Board Position Years on the Board Association Name Email Phone Address How did you hear about this event? Number of Units HOA or COA? Choose an option Currently a Southern States Management Group Client? Choose an option Sign me up! Thank you to our Presenters! Martell & Ozim, P.A. – presenting the HOA/COA Certifications R&R Industries – 2022 Hurricane Season – What Did We Learn FCA Insurance - State of Insurance Market in Florida & Tips for maximum savings for your Association Wright & Casey, P.A. - Avoiding Special Assessment Pitfalls & Nailing Material Alterations Brightview Landscaping ​ Wilco Restoration – Reviewing the Water & Mold Remediation Process Michael Ciocchetti - Documenting Property Condition Before/After Loss & The Claims Process Visit Our Vendors! Five Star Claims Adjusting Expert Inspectors Bowman Painting The Greenery, Inc. Limitless Exteriors Angius & Terry, LLP Sunrise Bank

Ormond Beach Team Fred Annon Jeff Annon Mark Annon Troy Railsback Travis Houk Charla Khatib Cissy Steger Jeff Moore Lisa Reed Diane Michael Rich Burdi J.D. Applegarth Stephanie Hull Michelle Fitzwater Nicole Eaton Carole Almond ​ Laura Hall Kristen Black Jeff Edwards Diana Gruber ACCOUNTING TEAM Susan Flowers Noreen Derrig Garah Cassady ​ Robert Patterson ​ Denise Upham ​ Sarah Kerman Ninett Vendi Danielle Smith Hugo Calvillo OFFSITE TEAM Virginia Waikins Jean Bows Nichol Fisher Jami Owens

COA Vendors Board Members Employees Owners/ Residents Each member of our Community Support Team is fully trained and qualified in handling the day-to-day tasks of managing an association, such as emails and phone calls from property owners and other administrative duties. A condominium owners’ association (COA) is created when a real estate object is divided into smaller, self-contained units which are treated as separately owned property. Normally the scenario is a building being divided into condominium apartments. From the point of view of the manager, the condominium owners' association is an owner of managed property. Since the association is a legal person, it is jointly and severally liable, and also can place legal demands on the manager. In this regard, the association is no different than a “normal” owner. Unlike a “normal” owner, however, the association has an internal relationship from itself as a whole to the individual members making up the association: the association has a legal expectations of its members and the members in turn have the same with regard to the association. The condominium owners’ association, as a legal person, is represented by natural persons (usually the condominium board). The association is the contractual partner of the real estate manager and is liable for the costs of ownership and management. ​ Services Schedule and attend board meetings Provide monthly management reports Uniformly enforce the rules and regulations of the community Respond to homeowner inquiries in a timely manner Getting bids and proposals from vendors Prepare an annual budget Maintain positive vendor connections Be a well-rounded resource for the association’s challenges Help find good leaders, this is a one-of-a-kind management strategy Provide long-term success for the building and its occupants LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour Benefits of working with us You’ll save time and money. Your board will still maintain complete control, but won’t have to deal with the day-to-day operations – and the stress that comes with it. The goal of a management business is not to take power away from you, but to return it to you. You’ll have help with legal compliance. Even the most experienced board members might be stymied by community bylaws, insurance requirements, and lawsuits (yes, they do happen!). However, if you hire a professional management firm, you’ll have access to any help and resources you require. We’re experienced professionals. A SSMG is responsible for more than just your neighborhood, which means they’ve seen (and dealt with) every scenario imaginable. We can help you achieve your objectives while still keeping up with day-to-day operations, and your inhabitants won’t notice a thing.

COMPANY PROFILE Vendors Board Members Employees Owners/ Residents ORMOND BEACH PALM COAST NEW SMYRNA BEACH ROCKLEDGE Testimonials Celebrating 30+ years of Lifestyle Management through the professional guidance and support of The Annon Family. CELEBRATING 30+ YEARS ​ Founded in 1989, Southern States Management Group (SSMG) has emerged as the regional leader in community, lifestyle and asset management specializing in residential and commercial associations. Our impressive reputation has been built through the tireless pursuit of providing clients with responsive, high-quality, and value adding services for three decades. Recognizing that each client has varying wants and needs isn’t necessarily a new premise among professional service companies. We embrace the willingness to look beyond the first layer to see what lies beneath the surface! What does that mean? As we explore the complexities of a community association, we are constantly asking the questions; are we where we want to be, if not where do we want to go and how do we get there? While asking those questions, we remain acutely aware that ultimately, it’s each individual property owner that we are advocating on behalf of. ​ After 30 years of dedicated service and growth, we look forward to sharing with your Board our powerful demonstration of value. We are a family business that takes pride in having served the greater Volusia and Flagler County area for decades behind-the-scenes. We value local relationships and have proven success with long-standing vendors. With this familiarity, we are able to ensure that we pair your community needs with those of the most appropriate partner, given consideration for sensitivity to price and timeliness. ​ With professionals stationed throughout both Volusia and Flagler counties, we have strategically chosen two locations to serve our community partners. Each office is fully equipped to accommodate the entire spectrum of management services and include the latest of communication technologies, ample meeting space, integrated phone systems and more. ​ LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour

PROFESSIONAL REFERENCES Vendors Board Members Employees Owners/ Residents The following professional references can provide valuable insight into the “behind the scenes” efforts and resulting outcomes that SSMG undertakes at the direction of a Board of Directors. Scope Component Reference Reference Declarant/Developer support: Bruce Aiello Treasurer, Hammock Dunes Owner’s Assoc. 386-246-6383 aiellora@aol.com Chris Butera Principal, SVN Alliance 386-453-4789 chris.butera@svn.com Vendor Management: TJ McNitt Owner, VerdeGo 386-437-3122 TMcNitt@verdego.com Rebecca Mitchum General Manager, Blue Ribbon Pool 386-795-2547 rebecca@blueribbonpools.com Banking/Investments: Bruce Page President, Intracoastal Bank 386-274-5304 bpage@intracoastalbank.net Thomas MacDonald BB&T 386-672-5100 TMacdonald@BBandT.com Insurance: Rich Cooper Halifax Insurance Partners 386- 677-4761 rcooper@hipflorida.com Mike Mort Insurance Office of America 386-793-1126 mike.mort@ioausa.com Accounting: Douglas Martin, CPA Martin, Kalyer& Associates, PL 386-252-6075 doug@martinassociatespl.com April Korey, CPA Certified Internal Auditor W Clark & Associates, LLC 386-274-5007 akorey@wclarkcpas.com Legal: R. Brooks Casey Wright & Casey, P.C. 386-428-3311 BCasey@surfcoastlaw.com Sarah Metz Smith, Bigman & Brock 386-254-6875 LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour

JOIN OUR TEAM Vendors Board Members Employees Owners/ Residents Southern States Management Group (SSMG) understands what it means to be a “community,” as we pride ourselves on having a family-centric environment. SSMG has been able to demonstrate more than three decades of community management success because we respect what “family” means! If you’re looking to work in this type of environment, we would love to hear from you. Founded in 1989, SSMG has emerged as the regional leader in community, lifestyle, and asset management specializing in residential and commercial associations. Our impressive reputation has been built through the tireless pursuit of providing clients with responsive, high-quality, and value-adding services for three decades. In addition to our respect for a family-like atmosphere, another key to our longevity as a company lies in how we become a part of our clients’ teams, taking time to understand each and every unique need. SSMG is always looking for the best, brightest, savviest and most experienced to join our dedicated team and become a part of our family! We take care of our people, as proven by the many benefits our employees receive, as well as our low turnover rates. Most managers at SSMG have a long tenor with employment! We also love to give back. We have a Foundation where our employees get involved with fundraising for local under-served charities. We also provide educational resources on a regular basis to ensure our team is current on the hottest trends and topics of our industry. ​ If you are interested in having a sense of community, with room for growth, education, and charity involvement, fill out the form bellow. EMPLOYMENT FORM First Name Email Last Name Phone Your Message How did you heard about us? Upload your resume Upload supported file (Max 15MB) Submit

CONCRETE RESTORATION Vendors Board Members Employees Owners/ Residents Text Placeholder Southern States Realty Services (SSRS) was born out of an opportunity we observed to add further value to our community association clients. Our internal real estate professionals, who already work within your neighborhood, understand the convenience and restrictions of your community and will advocate on your behalf. Text Placeholder Southern States Realty Services (SSRS) was born out of an opportunity we observed to add further value to our community association clients. Our internal real estate professionals, who already work within your neighborhood, understand the convenience and restrictions of your community and will advocate on your behalf. LOOKING FOR COMMUNITY MANAGEMENT OPTIONS? We check all the boxes while thinking outside them! Learn More About Scheduling a Tour

Rockledge/Brevard County Team Charla Khatib T.J. Leach ​ Katie Riordan

Vendor sign up form Vendors Board Members Employees Owners/ Residents Please contact me about: Choose an option Full Name Business Name Association Name Email Phone How did you heard about this event? Sign me up!

VENDOR REGISTRATION WELCOME, VENDORS! Southern States is thankful to the various vendors that have serviced our managed communities over the years. We have a fiduciary responsibility to properly screen all vendors prior to authorizing service requests and bidding out contracts. In order to fulfill this responsibility, we have signed up with a 3rd party vendor compliance firm. The registration process is streamlined and easy, taking less than 15 minutes and comes with a nominal annual fee. Southern States Management Group has recently established the VIVE Vendor Program. The purpose of this program is to create a pool of high-quality, licensed vendors that can provide superior solutions for the communities we manage. Vendors who apply to the program are carefully vetted via our third-party compliance provider, VIVE. As a member of the VIVE Vendor Program, you’re entitled to numerous benefits, such as the ability to: Market yourself to communities in need of your products and services Gain access to our exclusive Vendors’ Savings Program Assure community members that you’re a qualified vendor Network with the board of directors and residents of surrounding communities Broaden the exposure of your products and services within communities Additionally, VIBE Vendor Program members have priority access to board members. Southern States Management Group only seeks work and provides the board of directors with RFP bids for vendors who are members of the VIBE Vendor Program. At Southern States Management Group, we manage over $50 million via relationships we’ve fostered with providers. So register now to gain preferential access to bids and work. Membership for our VIVE Vendor Program is $95 per year and you can easily sign up online. SUBMIT YOUR VENDOR ARTICLE Full Name Email Article Content Submit Thanks for submitting! Why use a third party to screen and verify your vendors? ​ Vendor compliance management is a laborious and risk-laden task. SSMG does not have adequately trained staff to administer this important function. VIVE removes this substantial task, allowing management to focus on the day-to-day operations and management of properties. VIVE implements compliance best practices, providing efficient and objective review and screening of vendors. VIVE ensures that vendors hired to service communities are verified as compliant, ensuring vendors are screened for proper licensing and adequate and current insurance. ​ What is the VIVE approval process? ​ To receive VIVE approval, vendors must meet the minimum insurance and licensing requirements. VIVE’s system is quick and easy. A dedicated customer service staff is available to assist vendors any time through phone or online chat. Step 1–Registration: Vendors complete a simple online registration process that includes confirming their company and business ownership information, submitting a W-9, signing a vendor agreement, providing insurance agent contact information, licensing, and any other necessary information. Once all information is submitted, the vendor is prompted to pay an annual vender verification fee. Once all information is submitted, VIVE begins a full review process. Step 2–Verification Results: VIVE fully reviews all information submitted by both the vendor and their insurance agent. VIVE believes in full transparency and assists every vendor in understanding the requirements to become VIVE approved. Any items that do not meet the minimum requirements will be quickly communicated to the vendor, along with information regarding how to remedy any failure points. Vendors are given a reasonable amount of time to address deficiencies. VIVE continues to communicate with the vendor and their insurance agent, when applicable, during this entire process. Step 3–VIVE Approval: Once a vendor passes the review process, by meeting all established minimum requirements, the vendor becomes VIVE approved. Information regarding a vendor’s status within VIVE is available through our secure portal at www.GetVIVED.com . VENDOR REGISTRATION WELCOME, VENDORS! REGISTER TODAY