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Portfolio Management

September 18, 2019 @ 1:00 pm - September 20, 2019 @ 3:30 pm

Portfolio Management

 

Date/Time: 9/18/2019 1:00 PM – 9/20/2019 3:30 PM

Venue: ProTec Building Services

Address: 10180 Willow Creek Rd. – San Diego, CA 92131

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. 

 

LEARNING OUTCOMES

 

– 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
boards;

 

– 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;
and

 

– 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:

 

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

Register Now

Details

Start:
September 18 2019 @ 1:00 pm
End:
September 20 2019 @ 3:30 pm
Event Categories:
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Venue

10180 Willow Creek Rd
ProTec Building Services
San Diego, CA 92131-1636 US