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Portfolio Management

August 14, 2019 @ 1:00 pm - August 16, 2019 @ 5:30 pm

Portfolio Management


Date/Time: 8/14/2019 1:00 PM – 8/16/2019 5:30 PM PM

Venue: ServiceMaster Restoration Services

Address: 2121 Diamond Blvd. – Concord, CA 94520

Member Rate: $655

Non-Member Rate: $917


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:


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

Register Now


August 14, 2019 @ 1:00 pm
August 16, 2019 @ 5:30 pm
Event Categories:


2121 Diamond Blvd
ServiceMaster Restoration Services
Concord, CA 94520-5703 US