HOA Portfolio Manager Training
Manger training and education is a top priority with our firm. Our goal is to have the best educated, trained, and motivated HOA management staff in the industry which the reason we offer all managers and assistant managers who join our company with a comprehensive course that consists of twenty sessions of two hours each summarized below:
Animals
Assessment Collections
Budgets
Business Judgment Rule
Bylaws, Restatements, Amendments
CC&Rs, Enforcement, Restatements, Amendments
Conflicts of Interest
Cooperatives
Davis-Stirling Act
Day Care Facilities
Developer Transition
Disciplinary Hearings
Discrimination
Duties of Board Members
Duties of Homeowners
Duties of Officers
Election Procedures
Electric Vehicle Charging Stations
Emergency Assessments
Emergency Meetings
Establishing Enforceable Operating Rules
Executive Sessions
Financial Reports
Glossary of HOA Insurance Terms
Glossary of HOA Terms
HOA Insurance, Earthquake Insurance
Inspections
Litigation Exposure
Loss Assessment Coverage
Minutes of Meetings and Notices
Mutual Water Companies
Nuisances
Open Meeting Act
Pet Rules
Powers of the HOA
Question and Answer Session
Reasonable Accommodations
Rentals
Reserve Studies
Sale of Units/Lots
Security
Tax Return Requirements
TIC Housing
Why HOAs Get into Trouble
Year End Disclosure Requirements