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Portfolio Management – (Online0726)
July 14, 2026 @ 9:00 am - July 14, 2026 @ 12:00 pm
Portfolio Management
Date/Time:
Day 1: 7/14/2026 9:00 AM – 12:00 PM
Day 2: 7/15/2026 9:00 AM – 11:30 AM
Day 3: 7/21/2026 9:00 AM – 12:00 PM
Day 4: 7/22/2026 9:00 AM – 11:30 AM
Day 5: 7/28/2026 9:00 AM – 12:00 PM
Day 6: 7/29/2026 9:00 AM – 11:30 AM
Venue: Online
Member Rate: $470
Non-Member Rate: $890
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:
This is an advanced-level course. Members must hold a valid CCAM or CAFM in order to satisfy the course pre-requisite. Completion of this course is required of all members pursuing their New Development specialty designation.