CINC Up 2026 Sessions

Following Cassandra Worthy's keynote, executive attendees will apply Change Enthusiasm® concepts to the real challenges they are navigating today. Through facilitated discussion and practical exercises, leaders will practice a repeatable mindset shift, identify opportunities within change, and build the shared language and confidence needed to champion change across their organizations.

CINC continues to evolve, but not every update deserves equal attention. This session curates the changes most likely to improve daily work across accounting, operations, and community management, explaining what is new, who benefits, and what clients should do next. This is a practical activation session, not a release-note readout.

A large share of a manager's day still happens in email, outside the platform and away from the community context needed to respond well. This session demonstrates how the Cephai Communication Skill brings that work closer to CINC by surfacing context, preparing responses, and helping managers act while remaining in control. It also covers the documentation practices that make results stronger.

The fastest path to CINC Connect value is not activating everything at once. It is mastering the workflows that matter most at launch. This session walks through the highest-value resident, board, and manager experiences, the early missteps to avoid, and the operating habits that help teams build confidence as their scheduled rollout begins.

The fastest resolution starts with a clear path and the right information. This interactive session shows clients how to use Support Assist, submit stronger cases, understand what happens after submission, and escalate effectively when needed. The goal is a better partnership between clients and Support, with less back-and-forth and more confidence in the resolution process.

Not every product labeled AI can understand the same context or help move the same work. This architecture-first session gives leaders a practical way to distinguish intelligence built into a platform from tools layered onto one workflow or interface. Attendees will learn which questions to ask in a demonstration and why data, identity, permissions, and governed action determine how useful AI can become.

Manual checks cost more than time. They cost revenue you could be capturing. This workshop shows how high-performing management companies configure CINC Vendor Pay, drive adoption, and route payments to reduce manual work and maximize available revenue share. Already using Vendor Pay? Leave with specific fixes to close the gaps. Evaluating it? See what the payoff looks like and what it takes to get there. Bring your current process and leave with a plan to improve it.

Strong board relationships are built through clear expectations, proactive communication, visible value, and consistent follow-through. This session translates proven customer-success practices into practical habits CAMs can use with boards, including structured check-ins, early warning signs, adoption conversations, and value reviews that strengthen trust and retention.

Architectural requests often slow down because residents do not know what information or documents are required. This session demonstrates how the Cephai Architectural Request Skill can bring relevant requirements into the submission experience, help residents complete stronger requests, and reduce avoidable back-and-forth for managers and boards. People remain responsible for review and decisions.

Many support issues begin as small gaps in setup, process, or understanding. Using current ticket data, this session reveals the most common patterns, explains why they occur, and shows how to prevent them. Attendees will leave with a targeted checklist of changes that can reduce repeat issues across their teams.

Turning on a Cephai Skill is only the beginning. This finance-focused session brings together practical product guidance and client experience to show how teams choose the right first workflow, prepare for adoption, measure early value, and build confidence from one visible win. Attendees will leave with a realistic path for applying Cephai to budget and invoice work.

Every paper check adds cost and work for both homeowners and management teams. This session shows how to increase online payment and AutoPay adoption using proven benchmarks, including branded mobile apps achieving 60%+ homeowner adoption. Attendees will leave with a practical rollout plan and learn how CINC's Payment Adoption team supports the transition at no additional cost.

A reliable violations process requires the right setup and the ability to recognize when the workflow has broken down. Using a guided checklist and anonymized cases, this clinic covers configuration, templates, documentation, timing, follow-up, and escalation so attendees can prevent common problems and repair inconsistent processes.

Skepticism about AI often comes from valid concerns about jobs, accuracy, control, and change. This candid client panel explores how former skeptics tested those assumptions, built confidence, and found responsible ways to begin. Together, the panel will help attendees assess their own readiness and create a practical plan that meets different employee groups where they are.

Violations can become inconsistent when roles, handoffs, documentation, and follow-up vary by manager or community. In this guided process-mapping session, attendees will trace the workflow from observation through resolution, identify bottlenecks and ownership gaps, and build a repeatable process their teams can teach, measure, and improve.

AI is already shaping homeowner correspondence, meeting minutes, violations, and board communications. This practical legal session shows managers where AI can save time, where it creates risk, and how to protect privileged and confidential information. Attendees will leave with clear guardrails for responsible AI use and an AI policy checklist they can put to work immediately.

Resident participation is more than sending an announcement. This session explores how CINC Connect can support eVoting, electronic consents, surveys, ratings, and feedback so communities can gather input, complete required actions, and create more meaningful two-way engagement. The focus is on selecting the right use case and designing participation residents can actually complete.

Credit-posting mistakes can stay hidden until they surface in owner balances, board questions, or accounting cleanup. This clinic breaks down the correct sequence for applying and moving homeowner credits, then uses practical examples to show how one decision can affect multiple workflows. Attendees will learn when additional review is needed.

What happens when an idea can move from question to working solution in minutes? In this live technical demonstration, CINC APIs and the Model Context Protocol, or MCP, will connect an external workflow to the CINC ecosystem, followed by an explanation of the architecture in plain language. The session will show how extensibility can simplify work for both growing and established management companies.

Invoice approval and vendor payment should not feel like two separate jobs stitched together with handoffs and check runs. When they are disconnected, finance teams spend more time chasing status than closing the books, and may leave both savings and revenue on the table. This session shows how CINC's invoice and Vendor Pay capabilities bring intake, coding, approval, and payment into one connected workflow, improving AP efficiency while capturing the revenue share available through electronic vendor payments. Attendees will see where cycles shorten, visibility improves, and the process pays for itself, then leave with a clear picture of where their current process breaks down and the changes needed to close the gap.

Residents engage when a digital experience helps them accomplish something useful, becomes part of a familiar routine, and makes community value easier to see. This research- and client-led session combines the psychology of attention with practical lessons from real communities to show what drives adoption, what causes residents to tune out, and how to build lasting engagement.

Cash and accrual accounting affect far more than one setup choice. In plain language and with concrete CINC examples, this session shows how each basis changes the timing of income and expenses, the way reports read, and the decisions teams make. Attendees will gain the understanding needed to interpret results and involve the right people before changing configuration.

Delinquency management sits at the intersection of financial stewardship, operational burden, and the resident relationship. This proposed TechCollect thought-leadership session explores how modern technology can help teams communicate earlier, manage work more consistently, and pursue resolution without losing accountability or empathy.

Switching payment models is not just a configuration decision. It is a change your homeowners and your team both have to live with. This session goes beyond comparing in-house ACH and recurring eCheck across administration, self-service, flexibility, and risk. It provides a practical path for making the switch: how to build the case internally, communicate the change to homeowners without a flood of calls, and sequence the rollout so adoption sticks. Attendees will leave with a clear framework for choosing the right model for their communities and a concrete action plan for driving the change from decision to adoption.

One login, a consistent way to move through CINC, and search across the platform can reduce time spent hunting for the right place to work. This practical session shows teams how to use the unified CINC experience effectively, establish navigation best practices, and help employees transition with less confusion.

Deleting a batch can solve the right problem or create a much larger one. This decision-tree clinic walks through when self-service deletion is appropriate, what happens elsewhere in CINC when a batch is removed, and which situations require Support or finance expertise. Attendees will leave with clear guardrails instead of guesswork.

AI-native is becoming one of the industry's most overused terms. This session defines it precisely and connects it to the real work of community management. Using Community Intelligence as the bridge, it explains how trusted context, shared identity, deterministic systems, AI orchestration, and governed action create a platform that can do more without adding more places for people to work.

A successful CINC Connect rollout depends on more than access. It requires an operating plan for employees, boards, and residents, plus the ability to recognize when adoption is stalling. In this guided workshop, attendees will build a launch plan, work through common resistance scenarios, and create a recovery checklist they can use before and after their scheduled rollout.

One community. One resident journey. Forty-five minutes to make it better. In this guided makeover, the team will map a resident experience across key moments such as move-in, payments, requests, documents, communications, and move-out, then redesign the highest-friction points using CINC and CINC Connect. Attendees will see how individual capabilities become a connected experience when the journey leads the decisions.

A new association can inherit years of avoidable problems from decisions made during setup. This session walks through the complete process of adding an association in CINC, including the choices that affect accounting, operations, roles, and reporting later. Attendees will use a working checklist to prevent mistakes that are difficult to unwind.

Digital communication is essential, but some messages still need the reach, trust, and tangible record of physical mail. This proposed Letterstream thought-leadership session examines where print remains most effective, how physical and digital touchpoints can reinforce one another, and how management companies can reduce manual effort while improving communication consistency.

A healthy CINC environment depends on consistent data practices, clear ownership, sound configuration, and ongoing adoption. Rather than attempting an individualized audit in the room, this session teaches attendees how to perform their own platform health check, recognize common warning signs, and prioritize practical improvements across people, process, data, and setup.

Routine decisions about maintenance, vendors, contracts, reserves, accessibility, and documentation can create significant liability. Through real-world case studies, two HOA attorneys will show managers where risk hides and how to respond before a problem becomes a claim. Attendees will leave with a practical risk-prevention checklist for their communities and teams.

Cephai can only use the context that is available, accurate, and organized. In this document clinic, attendees will see how governing documents, policies, templates, and internal knowledge influence AI-assisted results. They will assess their current documentation and leave with a prioritized plan to strengthen the foundation Cephai works from.

Payments technology is evolving across homeowner convenience, vendor experience, risk, reconciliation, and financial services. In this client advisory roundtable, CINC product leaders will share the problems and trends informing future work, then invite attendees to pressure-test priorities against their own operations. The session is designed to gather insight, not announce uncommitted roadmap promises.

Contacts & Consent introduces a clearer model for managing owners, additional contacts, mailing preferences, and consent. This operational walkthrough shows how the changes affect teams across the company, what data and processes should be prepared before rollout, and which setup mistakes can create downstream confusion.

Cephai is most meaningful when it changes the shape of a manager's day. In this client-led outcomes panel, CAMs will share the specific work they are completing faster, what changed after adoption, what still requires human judgment, and how they are using the time returned. The session focuses on real outcomes rather than repeating product demonstrations.

The same message should not require a different plan for every channel. This product and planning session shows how Community Feed posts, notifications, mass campaigns, direct chat, and Cephai Chat can work together inside CINC Connect. Attendees will learn when to use each channel, how to segment audiences, and how to create a communication plan that feels coordinated rather than repetitive.

AI makes security and privacy more important, not less. This expert panel demystifies how identity, permissions, data access, auditability, and human approval should work when intelligence operates across financial, operational, and resident information. Attendees will learn how to ask better questions, strengthen stewardship, and turn a mature trust posture into a competitive advantage.