PORTFOLIO MANAGEMENT
Date/Time: 9/19/2018 1:00 PM - 9/21/2018 4:30 PM
Venue: Strategic Sanitation Services
Address: 25801 Obrero Drive #11, Mission Viejo - CA, 92691
Member Rate: $495
Non-Member Rate: $715
This two and a half day
course is designed to increase your depth and breadth of knowledge when
managing a portfolio of community associations. Course content focuses on
time management; leadership and communication; common area management;
working with service providers; safety and regulations; averting legal
issues; and cost control strategies. The course addresses many best
practices of industry professionals and provides a CD of resource
materials.
LEARNING OUTCOMES
·
Identify personal
strategies for effectively managing time, tasks, priorities and projects
·
Discuss the various
common area spaces and best approaches for engaging management with a
service provider, board or agency
·
Improve knowledge of how
to work successfully with service providers, external agencies and boards
·
Execute 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 for
association newsletters, websites and communications
WHO SHOULD TAKE THIS
COURSE?
·
Experienced CCAMs who
want to earn the Portfolio Management Specialty Certificate
·
Management company
executives who supervise community managers
·
Experienced community
managers who want to expand their skills and knowledge
PREREQUISITES
None
CONTINUING EDUCATION
UNITS (CEUS)
16
COURSE LENGTH
19.5 hours (includes
lunch on day 2 & 3)
SCHEDULE
Day 1 - 1:00 -
5:30 PM
Day 2 - 8:30 AM - 5:30 PM
Day 3 - 8:30 AM - 4:30 PM
Interested in earning a
specialty certificate? Learn
more here.
Registration for this event is closed.