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Portfolio Management 2023

January 10, 2023 @ 1:00 pm - January 10, 2023 @ 4:00 pm

Portfolio Management



Day 1: 1/10/2023 1:00 PM – 4:00 PM

Day 2: 1/11/2023 1:00 PM – 3:30 PM

Day 3: 1/17/2023 1:00 PM – 4:00 PM

Day 4: 1/18/2023 1:00 PM – 3:30 PM

Day 5: 1/24/2023 1:00 PM – 4:00 PM

Day 6: 1/25/2023 1:00 PM – 3:30 PM

Venue: Online

Member Rate: $450

Non-Member Rate: $870


This interactive course
is designed to increase your depth and breadth of knowledge as it applies to
managing a portfolio of community associations. Learn many best practices of
industry professionals employed in creating and transitioning developer
controlled CIDs to owner involved associations while acquiring a toolkit of
resources for future use. 




– Identify personal
strategies for effective time management and project/task priorities;


– Discuss the various
common area spaces and best approaches for engaging management with a
service provider, board or agency;


– Enhance knowledge of
how to work successfully with service providers, external agencies and


– Draft 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.


Please note:


This is an advanced-level course. Members must hold a valid CCAM or CAFM in order to satisfy the course pre-requisite. 

of this course is required of all members pursuing their New Development
specialty designation.

Register Now


January 10 2023
1:00 pm - 4:00 pm