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:
2019-08-14 13:00:00
End Date:
2019-08-16 17:30:00
Location:
Concord

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.

You may also qualify to take this series by correspondence if you have two or more current years of verifiable community association management experience. Learn more.

Call for Applications:
Join CACM’s 2020 Board of Directors

The CACM Board of Directors and Nominating Committee are pleased to announce the “Call for Applications” for the 2020 Election of Directors. CACM is looking for qualified community managers from throughout the state to consider joining the election.

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