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Portfolio Management

January 12, 2022 @ 1:00 pm - January 12, 2022 @ 4:00 pm

Portfolio Management



Day 1: 1/12/2022 1:00 PM – 4:00 PM

Day 2: 1/13/2022 1:00 PM – 3:30 PM

Day 3: 1/19/2022 1:00 PM – 4:00 PM

Day 4: 1/20/2022 1:00 PM – 3:30 PM

Day 5: 1/26/2022 1:00 PM – 4:00 PM

Day 6: 1/27/2022 1:00 PM – 3:30 PM

Venue: Online

Member Rate: $425

Non-Member Rate: $842


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.

This event has reached capacity. Please click the button to add your name to the course interest list. CACM will alert you as soon as a new course is scheduled.

Complete Interest Form


January 12 2022
1:00 pm - 4:00 pm