California Association of Community Managers

SPC430 Portfolio Management

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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?

  • Management company executives who supervise community managers

  • Experienced community managers who want to expand their skills and knowledge


Continuing Education Units (CEUs):   16

Course Length:   19.5 hours

Course Fee (includes lunch on day 2 & 3):   Member  $495     Non-Member  $715



March 27 - 29, 2018

September 19-21, 2018

 1:00 - 4:30 pm

 1:00 - 4:30 pm


 Laguna Hills


Don’t see an offering near you? There are no more offerings scheduled in 2016, but you can join a wait list to bring this course to your area through CACM’s Request a Course program.


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