Portfolio Management (SPC430)

This two and a half day course is designed to increase your depth and breadth of knowledge when managing a portfolio of community associations. Course content focuses on time management; leadership and communication; common area management; working with service providers; safety and regulations; averting legal issues; and cost control strategies. The course addresses many best practices of industry professionals and provides a CD of resource materials.

Learning Outcomes:

  • Identify personal strategies for effectively managing time, tasks, priorities and projects
  • Discuss the various common area spaces and best approaches for engaging management with a service provider, board or agency
  • Improve knowledge of how to work successfully with service providers, external agencies and boards
  • Execute a plan of action to improve safety and emergency processes
  • Identify approaches for maintaining compliance with regulatory agencies
  • Create an action plan to identify and resolve risks and exposures in the governing documents
  • Identify a strategy to work with local agencies to support future safety, emergency, regulatory and goodwill interactions
  • Access a number of reliable resources for educational information for association newsletters, websites and communications


Who Should Take This Course?

  • Experienced CCAMs who want to earn the Portfolio Management Specialty Certificate
  • Management company executives who supervise community managers
  • Experienced community managers who want to expand their skills and knowledge

Prerequisites:   None

Continuing Education Units (CEUs):   16

Course Length:   19.5 hours

Course Fee (includes lunch on day 2 & 3):   Member  $655     Non-Member  $917

Schedule:

Portfolio Management

Start Date:
2019-09-18 13:00:00
End Date:
2019-09-20 15:30:00
Location:
San Diego

Download a Registration Form if you prefer to email or mail in your registration. 

Don’t see an offering near you? You can join a wait list to bring this series to your area through CACMs Request a Course program.