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Portfolio Management

May 19, 2020 @ 9:00 am - May 21, 2020 @ 4:00 pm

Portfolio Management



5/19/2020 9:00 AM – 12:00 PM and 1:30 PM – 4:00 PM

5/20/2020 9:00 AM – 12:00 PM and 1:30 PM – 4:00 PM

5/21/2020 9:00 AM – 12:00 PM and 1:30 PM – 4:00 PM

Venue: Online

Address: Online

Member Rate: $400

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


May 19 2020 @ 9:00 am
May 21 2020 @ 4:00 pm
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