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Portfolio Management

June 8, 2021 @ 9:00 am - June 8, 2021 @ 12:00 pm

Portfolio Management



Day 1: 6/8/2021 9:00 AM – 12:00 PM

Day 2: 6/9/2021 9:00 AM – 11:30 AM

Day 3: 6/15/2021 9:00 AM – 12:00 PM

Day 4: 6/16/2021 9:00 AM – 11:30 AM

Day 5: 6/22/2021 9:00 AM – 12:00 PM

Day 6: 6/23/2021 9:00 AM – 11:30 AM

Venue: Online

Member Rate: $400

Non-Member Rate: $817


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.

Register Now


June 8 2021
9:00 am - 12:00 pm