2024 Educational Course Catalog by CACM-California Association of Community Managers

2024

CAC M P R O F E S S I O N A L D E V E L O P M E N T

CATALOG CALIFORNIA-SPECIFIC EDUCATION FOR COMMUNITY ASSOCIATION PROFESSIONALS

TABLE OF CONTENTS 3 CERTIFICATION PROGRAMS

14 FINANCE COURSES

Overview

FIN200 Reserves – What, Why, How

Certified Community Association Manager (CCAM)

FIN210 Assessment Collections

Specialty Certificate Programs

FIN220 Explaining Financial Statements

Master of Community Association Management (MCAM)

FIN300 Budgeting

Community Association Financial Manager (CAFM)

FIN320 Strategic Financial Planning

California Certified Industry Partner (CCIP)

16 INSURANCE COURSES 10 PROFESSIONAL EDUCATION PLANNING GUIDE

INS200 Insurance Principles INS300 Advanced Insurance Principles

12 COMMUNITY MANAGEMENT COURSES

INS400 Risk Management in Community Associations

CMM101-102 The Basics of Association Management (BAM) Series

17 LEADERSHIP COURSES

CMM121-124 California Law Series

LDR400 Human Resource Management

CMM130 Foundational Ethics for Community Managers

LDR500 Advanced Ethics: Leadership & Decision Making

CMM200 Enhance Your Professional Presence

LDR550 Ethics Mastery

CMM220 Conflict Resolution for Community Managers

18 SPECIALIZATION COURSES 14 BOARD ADMINISTRATION COURSES

SPC400 High Rise Community Management

BDA220 Effective Meetings & Election Tools

SPC410 Large Scale Community Management

BDA300 Fundamentals of Effective Governance

SPC420 Age-Restricted Active Adult Community Management SPC430 Portfolio Management SPC440 New Development Community Management SPC450 Commercial and Industrial CID Management SPC460 Lifestyle Management

20 INDUSTRY PARTNER COURSES CIP100 HOA Core Principles - Industry Partners CIP200 Enhance Your Professional Presence for Industry Partners CIP300 Foundational Ethics for Industry Partners

21 ADDITIONAL LEARNING OPPORTUNITIES & RESOURCES Request a Course Private Offerings Law Journal Exams Educational Events Tools and Resources Voice in Sacramento Course Schedule Manager Registration Form Manager Member Application Form Industry Partner Registration Form

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Certification Programs for Community Managers Earning a certification through CACM places you into an elite group of successful alumni. You can be proud that your professional education comes from an organization that sets the bar high with state-specific legal education, professional ethics and standards of practice, and stringent participation and assessment requirements.

STEP 1 Start with the Certified Community Association Manager (CCAM) certification, which builds a solid knowledge base through coursework and continuing education requirements.

STEP 2 Next, work toward a Specialty Certificate that focuses on a specific area of Community Management.

STEP 3 As the ultimate achievement, earn the Master of Community Association Management (MCAM) certification – the highest professional certification available for California community managers and a testament to your dedication to excellence.

CACM’s certification programs allow you to follow a clear path to career advancement.

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STEP 1

Certified Community Association Manager (CCAM) Step one for professional community managers is to meet the requirements for initial

“Going to CACM events has

certification by completing coursework and demonstrating understanding of state-

helped me to build better

specific legal requirements, community management best practices and professional

relationships with vendors

ethics through work experience and examinations.

as well as other industry

EARNING THE CCAM You can earn the CCAM in 3 steps: 1. Be employed as a community manager for six or more months immediately preceding the date of application. 2. Successfully complete the required coursework: • The Basics of Association Management (BAM) Series (CMM101-CMM102) • California Law Series (CMM121-CMM124) • Ethics for Community Managers (CMM130) 3. Submit the CCAM application and maintenance fees within three years of completing your first course.

MAINTAINING THE CCAM Once you’ve earned the CCAM certification, the recertification process allows you to pursue continuing education tailored to your experience level and education needs. To maintain this certification, you must recertify every three years, which entails the following: • Earn at least 30 continuing education units (CEUs) every recertification period, inclusive of the following: • Successfully complete at least one CACM Law Seminar every three years (8 CEUs) • Successfully complete one CACM Ethics-related course, either LDR500 or LDR550 (prerequisites apply), every three years (4 CEUs) • Keep your membership and/or annual certification maintenance fees current. • Continue to comply with the CACM Code of Professional Ethics and Standards of Practice. • Submit a recertification application within 30 days of your recertification deadline.

Forms and FAQs can be accessed from the CCAM Certification page at www.cacm.org.

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professionals, and I’ve been really enjoying the classes that I’ve been taking to construct my path to a New Development specialty designation. However, the journey doesn’t just end with a specialty designation. I plan to continue learning about the industry and get additional certifications.” – Trisha K. Clingenpeel, CCAM

STEP 2

Specialty Certificates The second level in career development for community association managers, a Specialty Certificate demonstrates in-depth understanding of one of the management Specializations, including High Rise, Large Scale, Portfolio Management, and New Development.

EARNING A SPECIALTY CERTIFICATE You can earn a Specialty Certificate in 4 steps: 1. Successfully complete the required coursework: • Human Resource Management (LDR400)

“The CCAM certification has

• Risk Management (INS400, prerequisites apply)

allowed me to stay current on

• One of the following Specialization courses:

industry trends, standards of

• High Rise Community Management (SPC400) • Large Scale Community Management (SPC410) • Portfolio Management (SPC430) • New Development Community Management (SPC440)

practice, and law. Thus, I have been a valuable resource to not only the communities I manage but my colleagues as well. With

2. Hold the CCAM certification in good standing for a minimum of two consecutive years at time of application. 3. Submit the Specialty Certificate application and processing fee within 36 months of the first required course you completed.

the skills that I have learned through CACM, I have been able to navigate challenging budget and compliance issues, mitigate risk for my clients, and implement best

4. Upon acceptance, complete a written narrative demonstrating knowledge and understanding of the required courses. Once your Specialty Certificate has been awarded, display it proudly in your office or include copies in board packets to promote your

practices to proactively lead my boards of directors.” – Devin Langley, CCAM-PM

accomplishment. It remains valid from the date it’s awarded, and no continuing education or maintenance fees are required. CACM offers three adjunct specialties in Lifestyle Management (LM), AgeRestricted Active Adult Community Management (AA) and Commercial & Industrial CID Management (CI) to those who have already earned a PM, ND, HR or LS specialty certificate. A written narrative is not required in order to submit an adjunct specialty application. Contact certification@cacm.org for more information.

Forms and FAQs can be accessed from the Specialty Certificate Program page at cacm.org.

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STEP 3

Master Of Community Association Management (MCAM) The highest level of achievement in community association management, the MCAM certification is the ultimate professional designation available for California community association managers.

EARNING THE MCAM You can earn the MCAM in 4 steps: 1. Successfully complete the required coursework: • Fundamentals of Effective Governance (BDA300) • Human Resource Management (LDR400) • Ethics Mastery (LDR550) • Advanced Insurance Principles (INS300) • Risk Management (INS400) • Strategic Financial Planning (FIN320) 2. Hold the CCAM certification in good standing for a minimum of 5 consecutive years at time of application. 3. Submit the MCAM application and processing fee within three years of the first required course you completed. 4. Upon acceptance, successfully complete a three-part comprehensive assessment comprised of a 100-question multiple choice exam, written solution-based essay and oral presentation.

MAINTAINING THE MCAM Once you’ve earned the MCAM certification, we recommend you earn your CEUs by attending CACM events (vs. courses) in order to stay abreast of current industry issues. To maintain this certification, you must recertify every three years, which entails the following: • Earn 20 CACM continuing education units (CEUs) every three years, inclusive of the following: • Successfully complete at least one CACM Law Seminar every three years (8 CEUs) • Successfully complete LDR550 every three years (4 CEUs) • Keep your membership and/or annual certification maintenance fees current. • Continue to comply with the CACM Code of Professional Ethics and Standards of Practice. • Submit a recertification application.

Forms and FAQs can be accessed from the MCAM Certification page at cacm.org.

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Community Association Financial Manager (CAFM) As an accounting/financial professional serving the community association management industry, you now have a better way to show clients you understand the unique requirements of community associations. Developed specifically for professionals in accounting or financial roles who service community associations, the Community Association Financial Management (CAFM) certification is the only California-specific designation that clearly communicates your role and expertise than previously was possible.

EARNING THE CAFM You can earn the CAFM in 3 steps: 1. Be employed at a community association or management company in an accounting/financial role full-time for a minimum of 12 months; or outside of the community management industry in an accounting/financial role for a minimum of three years. 2. Successfully complete the required coursework: • The Basics of Association Management (BAM) Series (CMM101CMM102) • California Law Series: Module II (CMM122) • Foundational Ethics for Community Managers (CMM130) • Assessment Collections (FIN210) • Budgeting (FIN300) • Strategic Financial Planning (FIN320) 3. Submit the CAFM application with the application and maintenance fees within three years of completing your first course.

MAINTAINING THE CAFM Your professional development as a CAFM does not stop there. Keep up with changing legislation and best practices in the community association management industry as a certified financial manager through continuing education. To maintain this certification, you must recertify every three years, which entails the following: • Earn at least 30 continuing education units (CEUs) every recertification period, inclusive of the following: • Successfully complete at least one CACM Law Seminar every three years (8 CEUs) • Successfully complete one CACM Ethics-related course, either LDR500 or LDR550 (prerequisites apply), every three years (4 CEUs) • Keep your membership and/or annual certification maintenance fees current. • Continue to comply with the CACM Code of Professional Ethics and Standards of Practice. • Submit a recertification application.

Forms and FAQs can be accessed from the CAFM Certification page at www.cacm.org.

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California Certified Industry Partner (CCIP) TM

The CCIP, or California Certified Industry PartnerTM, is a certification for CACM’s Industry Partner members that, upon earning, showcases a commitment to the community association industry. Achieving the CCIP will ensure you are proficient in best business practices, California-specific laws and ethical guidelines to apply when partnering with community associations. Industry Partners who have earned the CCIP certification are able to promote an atmosphere of mutual trust between board members, homeowners and the community manager.

EARNING THE CCIP Industry Partners can earn the CCIP in 3 steps: 1. Be a member in good standing with CACM. 2. Complete and pass the three required courses of CIP100 HOA Core Principles for Industry Partners, CIP200 Enhanced Professional Presence for Industry Partners, CIP300 Foundational Ethics for Industry Partners. 3. Complete the CCIP certification application, submit the maintenance fee and provide three references.

MAINTAINING THE CCIP The CCIP certification is valid for three years. To recertify, a CCIP must earn 30 CEUs during their recertification period (3 years) with the following requirements: • Attend/Participate in one Law Seminar & Expo – 8 CEUs. • Complete one Ethics course (see below) – 4 CEUs. • LDR500: Advanced Ethics: Leadership & Decision Making (completed once for first recertification). • LDR550: Ethics Mastery (completed every 3 years after passing Advanced Ethics). • Get involved – 18 CEUs. • Earn credit for sponsoring/speaking at CACM events (i.e., Regional Forums, ELS, etc.). • Continue to comply with the CACM Code of Professional Ethics. • Submit a completed recertification application.

Forms and FAQs can be accessed from the CCIP Certification page at cacm.org.

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Your HOA Treasury Services • Web-Based Payment Portal • Integration Services •

Banking Specialist

Operating and Reserve Accounts • Local Lockbox Processing •

HOA Loans • Placement Services for Excess Reserves •

Supporting Members of:

A Dedicated HOA Department Here For You

Give us a call today 844.489.0999 www.HeritageBankofCommerce.bank

Member FDIC

cacm.org | 2024 CACM Professional Development Catalog | 9

Professional Education Planning Guide CACM courses, events and resources offer many opportunities to earn the continuing education units (CEUs) you need to maintain your professional certification. 1. Use this quick guide to identify the courses, events and resources relevant to your professional development goals. 2. Go to each Course/Event description to determine content and registration fee. Review our full course schedule on pages 26-35 to select your course dates. 3. Complete the Registration Form on page 37 and submit it with payment to registration@cacm.org, or register online. 4. Calendar the dates you’ll be attending CACM courses or events.

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100: INTRODUCTORY COURSES Required courses for community managers seeking the California-specific Certified Community Association Manager (CCAM) certification:

400: SPECIALIZATION COURSES Courses for experienced community managers or CCAMs completing a Specialty Certificate:

Code Course Name CEUs

Code Course Name

CMM101-102 The Basics of Association Management

INS400 Risk Management in Community Associations

(BAM) Series -

LDR400 Human Resource Management

CMM121-124 California Law Series

SPC400

High Rise Community Management

SPC410 Large Scale Community Management

CMM130

Foundational Ethics for

Community Managers -

CEUs

SPC420 Age-Restricted Active Adult Community Managemet 4 SPC430 Portfolio Management 16

Required courses for finance/accounting professionals seeking the California-specific Community Association Financial Manager (CAFM) certification:

SPC440 New Development Community Management

SPC450 Commercial & Industrial CID Management

SPC460 Lifestyle Management

Code Course Name CEUs CMM101-102 The Basics of Association

Management (BAM) Series

CMM122

California Law Series - Module II only

CMM130

Foundational Ethics for

Community Managers FIN210 Assessment Collections FIN300 Budgeting FIN320

Strategic Financial Planning

200: INTERMEDIATE COURSES Recommended for CCAMs and CAFMS completing their first recertification cycle: Code

Course Name

BDA220

Effective Meeting & Election Tools

CMM200 Enhance Your Professional Presence

CEUs 4 4

CMM220

Conflict Resolution for Community Managers 4

FIN200

Reserves – What, Why, How

500: ETHICS REFRESHER COURSES Courses for recertification of CCAM, CAFM and MCAM Certifications: Code Course Name LDR500

CEUs

Advanced Ethics: Leadership

& Decision Making

LDR550 Ethics Mastery 4

EVENTS Earn CEUs through attendance at any CACM event: Event Name CEUs Northern California Law Seminar & Expo

Southern California Law Seminar & Expo

Executive Leadership Summit

Regional Forum Breakfast/Luncheons

High Rise/Large Scale Summits

FIN210 Assessment Collections 4 FIN220

Explaining Financial Statements

INS200 Insurance Principles 3

300: ADVANCED COURSES Recommended for CCAMs completing their second recertification cycle: Code Course Name BDA300 Fundamentals of Effective Governance

CEUs 4

FIN300 Budgeting 4 FIN320 Strategic Financial Planning

INS300 Advanced Insurance Principles

LAW JOURNAL EXAMS Earn CEUS by reading CACM’s recent editions of the Law Journal and completing a short exam on each. Publication/Test Name

CEUs

Spring Law Journal Exam

Summer Law Journal Exam

Fall Law Journal Exam

Winter Law Journal Exam

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Community Management Courses CACM courses, events and resources offer many opportunities to earn the continuing education units (CEUs) you need to maintain your professional certification.

B Use this quick guide to identify the courses, events and resources relevant to your professional development goals.

C Go to each Course/Event description to determine content and registration fee. Review our full course schedule on pages 26-35 to select your course dates.

D Complete the Registration Form on page 37 and submit it with payment, or register online.

E Calendar the dates you’ll be attending CACM courses or events.

CMM101-102

CMM 121-124

The Basics of Association Management (BAM) Series

California Law Series

This series provides a broad overview of the CID industry and specific requirements to meet your community’s expectations, including: community association definitions and types; client relations and communications; volunteer roles and operations; governing document structure; financial management obligations; practical administration skills; and insurance practices and risk management.

Who should take this series? New community managers or accounting/financial professionals who want to earn the CCAM or CAFM certification. • This series is required for CCAM/CAFM certification; courses are not eligible for CEUs. • For individuals with a real estate license, 16 hours of California Department of Real Estate continuing education credit is available.

This interactive series is made up of four topic modules that include best practices and the laws you must know and apply when managing community associations in California, including basics principles of California laws regarding common interest developments (CIDs), financial operations and management, community management, and meetings and records.

This series is made up of eight 2-hour sessions (4 sessions per module) and includes an exam each module.

Series: Member $395 | Non-Member $660 Module II Only: Member $98.75 | Non-Member $165

Series (Modules I & II): Member $395 | Non-Member $660

Pages 26-35

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CMM200

Enhance Your Professional Presence

CMM130

Foundational Ethics for Community Managers Integrity is the number one quality employers and clients value. During this interactive course, a variety of scenarios that demonstrate the official rules of conduct for community managers will be discussed. Participants will review CACM’s Code of Professional Ethics and Standards of Practice and gain an understanding of ethics complaints, disciplinary actions and the appeals procedures.

Increase your level of credibility and professionalism by effectively managing all aspects of the way you communicate with others – visually, verbally and on paper. This course focuses on Professional Business Writing; Polished Presentations; The Art of Influencing; and The Final Touch – Your Professional Image.

Who should take this course? Community managers, support staff and management company personnel who want to improve their business writing and presentation skills.

4 CEUs

4 hours

Who should take this course? • Community managers and accounting/financial professionals who want to better understand the ethical responsibilities of their position. • Community managers or accounting/financial professionals who want to earn the CCAM or CAFM certification. • This series is required for CCAM/CAFM certification; courses are not eligible for CEUs. • For individuals with a real estate license, 16 hours of California Department of Real Estate continuing education credit is available.

4 hours, including exam. Member $195 | Non-Member $290

Member $195 Non-Member $290

Pages 26-35

CMM220

Conflict Resolution for Community Managers Developed specifically to help managers diffuse everyday HOA conflict situations, this course teaches the different approaches to conflict resolution and specific techniques to use with various difficult personalities and groups. You will leave this course feeling confident that you can manage any communication challenge – from an irate homeowner to a contentious board meeting.

Who should take this course? Community managers and support staff who want to improve their communication strategies.

Pages 26-35

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

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Board Administration Courses BDA220

Finance Courses

Effective Meeting & Election Tools

FIN200

You explored meeting notices, motions, agendas and other meeting basics in California Law Module IV. Now, delve further into the tools needed to run meetings and elections smoothly and effectively. Prepare the paperwork and learn how to handle difficult members and use parliamentary procedures. After taking this course, you’ll be adept at organizing annual meetings, establishing quorums and following election procedures.

This course will teach you how to take a proactive role in the reserves process, including selecting a reserve study preparer, determining what components should be included and explaining the report to the board. You’ll also learn how to use the information to help the board make funding plan decisions and understand how reserve funds can be used.

Reserves – What, Why, How

Who should take this course?

Community managers involved in the meeting and election process for the associations they manage.

Community managers who advise their association boards on reserve funding.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

3 CEUs

3 hours

Member $170 Non-Member $234

Pages 26-35

FIN210

Assessment Collections

BDA300

Fundamentals of Effective Governance This course provides a foundational understanding of Policy Governance® principles. Manager skills for success will be examined, including developing your strategic leadership mindset, new communication habits and accountability criterion necessary for working with a board within this framework. This course will help managers assess their readiness for implementing Policy Governance with their association boards.

Who should take this course? Community managers who want to determine the feasibility of implementing Policy Governance with their association boards.

4 CEUs

4 hours

Member $195 Non-Member $290

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Pages 26-35

Learn about the proactive measures associations should take, the options available to the association once there is a delinquency, and how and when to bring in professional help. You’ll also explore the additional considerations that come into play when a homeowner has declared bankruptcy, as well as how the Civil Code and other laws and regulations influence the association’s efforts to collect.

Who should take this course? • Community managers who advise their association board on assessment collections. • New accounting/financial professionals who want to earn the CAFM certification.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

FIN320

FIN220

Strategic Financial Planning

Explaining Financial Statements

Do you know how to determine if your association is in financial trouble?

If explaining the financials to your board is not your strong suit, gain the knowledge and credibility you should be projecting as the agent of a multi-million-dollar corporation. This course will remove the “boring” or “intimidation” factor associated with learning about numbers and involve you in real-life examples and hands-on activities that provide a solid understanding of community association financial record-keeping and reporting. You will leave this course prepared to better explain the activities that drive the numbers and assist board members in understanding financial statements.

Who should take this course? • Community managers who want to increase their financial literacy and ability to explain financials to their association board of directors. • Accounting/financial professionals who want to earn the CAFM certification.

6 CEUs

6 hours

Member $245 Non-Member $413

Pages 26-35

Associations mired in financial challenges, such as underfunded reserves, deferred maintenance and looming special assessments, will benefit from your knowledge acquired in this course. You will be prepared to assist your board(s) in developing a strategic approach to reserve and operating fund planning and to articulate the various elements and multiple options they can choose from in their desire to achieve financial stability.

Who should take this course? • Community managers working with associations that have a lack of funds for appropriate maintenance and/or want to educate board members and homeowners on the complete financial condition of the association. • Accounting/financial professionals who want to earn the CAFM certification.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

FIN300

Budgeting This course builds on the information learned in California Law Module II. The material incorporates real-life examples and hands-on activities to help you learn how to analyze and use reserve funding plans; budget for conversions and new construction; and utilize the budget and reserve study to help the board make fiscally responsible financial decisions.

Who should take this course? • Community managers who are new to the association budgeting process. • Accounting/financial professionals who want to earn the CAFM certification.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

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Insurance Courses

INS300

Advanced Insurance Principles INS200

Insurance Principles This course reviews insurance requirements and options for community associations. You will dissect an insurance policy to find the “hidden” agendas and evaluate association insurance policies as you learn about a myriad of options. The student manual will continue to be a valuable reference tool with extensive explanations of coverage terms and policy clauses, as well as a comprehensive glossary of terms.

Who should take this course? • Community managers with little or no background knowledge on insurance policies and coverage requirements. • Experienced CCAMs who want to meet the prerequisite for INS400 (a Specialty Certificate and MCAM course requirement.)

3 CEUs

3 hours

Member $170 Non-Member $234

Pages 26-35

This course uses scenarios to show you how to evaluate a wide variety of insurance dilemmas. You will explore the questions that have to be answered in order to determine the “insurable interest” and work with actual master policies and individual unit owner policies to better understand how to analyze the rights and responsibilities you should expect and demand.

Who should take this course? • Community managers who want to increase their knowledge of insurance policies and coverage requirements. • Experienced CCAMs who want to meet the prerequisite for INS400 (a Specialty Certificate and MCAM course requirement.)

Prerequisites None. Although a basic understanding of the various types of Insurance for CIDs is needed; prior attendance in INS200 is recommended.

3 CEUs

3 hours

Member $170 Non-Member $234

Pages 26-35

INS400

Risk Management in Community Associations This course provides a holistic approach to understanding the tenets of risk management in the practice of community management. You will learn influential and practical risk management techniques, how to control associated costs, monitor results, and implement options for controlling risk. Interactive activities, checklists and a key terms glossary are also included in the course materials.

Who should take this course? • Community managers who need to assist their association boards in creating a risk profile. • Experienced CCAMs who want to earn a Specialty Certificate or MCAM.

Prerequisites Completion of CACM’s INS200 or INS300 course, or equivalent. Contact education@cacm.org for more information.

6 CEUs

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6 hours

Member $245 Non-Member $413

Pages 26-35

Leadership Courses

LDR550

Ethics Mastery

LDR400

Human Resource Management It’s important to find the right people for the job and maintain a harmonious working environment where those employees can thrive. The process of hiring, developing and continually motivating employees can be full of challenges. A comprehensive understanding of human resource strategies is key to managing staff members in an effective, legal and consistent way. This course will help managers expand their leadership skills, become a more effective supervisor and enhance employee productivity.

Who should take this course? • Community managers who supervise others or want to pursue a supervisory position. • Management company personnel with human resource responsibilities. • Experienced CCAMs who want to earn a Specialty Certificate or MCAM.

7 CEUs

7 hours

Member $245 Non-Member $413

Pages 26-35

The CACM Ethics Mastery course has been developed to provide members with an opportunity to engage in an in-depth analysis of authentic, ethical dilemmas faced by community managers throughout the state. Participants will work in collaborative groups, selecting case studies from a diverse portfolio vetted by the Ethics Case Study Editorial Committee. The CACM Code of Professional Ethics and Standards of Practice serves as a resource to shape discussions and inform analysis of each case study.

Who should take this course? • CCAMs, CAFMs and MCAMs, as part of their recertification requirement. • Professionals who are interested in creating a framework for ethical decision making that can be applied to their business values, standards, policies and procedures.

Prerequisites Attendees must currently hold the CCAM, CAFM or MCAM designation.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

LDR500

Advanced Ethics: Leadership & Decision Making You will learn and discuss the five tests for identifying ethical responsibility and learn about the sources of ethical standards. The course will integrate case studies and problem-solving scenarios resulting in your ability to utilize an ethical framework for decision making that can be integrated into your personal and business values, standards, policies and procedures.

Prerequisites Attendees must currently hold the CCAM or CAFM designation, except new managers earning their initial CCAM through the alternative path. Please contact the Education Department at education@cacm.org for more information.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

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Specialization Courses SPC400 This six-session course is designed to increase your depth and breadth of knowledge when managing a high rise association. Course content focuses on people and personnel; property protection; mechanical systems; fire and life safety; regulatory considerations; legal issues; and finance. The course addresses many best practices of industry professionals.

Who should take this course? • Experienced CCAMs who want to earn the High Rise Specialty Certificate. • Management company executives who supervise high rise managers. • Experienced managers who want to expand their skills and career opportunities.

16 hours

Member $460 Non-Member $880

Age-Restricted Active Adult Community Management This course focuses on the unique management needs, legal considerations

High Rise Community Management

16 CEUs

SPC420

Pages 26-35

SPC410

and challenges of age-restricted active adult communities, also known as senior or 55+ communities. You will learn approaches for effectively managing these communities’ specialized requirements and programs. Best practices will be discussed for creating a caring community culture and managing recreational and lifestyle programs.

Who should take this course? • Experienced CCAMs who want to earn the Active Adult Sub-Specialty Certificate. • Management company executives who supervise active adult community managers. • Active adult community recreation directors, lifestyle directors or other applicable support staff.

4 CEUs

4 hours

Member $195 Non-Member $290

Pages 26-35

SPC430

Large Scale Community Management

Portfolio Management

This six-session course is designed to increase your depth and breadth of knowledge when managing a large scale community. Course content focuses on governance issues; people and personnel; facility management; recreational amenity management; architectural control; green management; strategic planning; finance; and community-building. The course addresses many best practices of industry professionals.

This six-session 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.

Who should take this course?

• Experienced CCAMs who want to earn the Large Scale Specialty Certificate. • Management company executives who supervise large scale community managers. • Experienced managers who want to expand their skills and career opportunities.

16 CEUs

16 hours

Member $460 Non-Member $880

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Pages 26-35

• Experienced CCAMs who want to earn the Portfolio Management Specialty Certificate. • Management company executives who supervise portfolio community managers. • Experienced community managers who want to expand their skills and knowledge.

16 CEUs

16 hours

Member $460 Non-Member $880

Pages 26-35

SPC440

New Development Community Management With home-building in California on the rise, opportunities for community managers are growing. This course prepares community managers to take advantage of those opportunities by providing in-depth education on how CIDs are created and specialized knowledge on transitioning physical assets, the common area components, and governance from the builder to the community association.

Who should take this course? • Experienced CCAMs who want to earn the New Development Specialty Certificate. • Community managers working with developer-involved communities. • Management company executives who supervise community managers. • Experienced community managers who want to expand their skills and knowledge.

14 CEUs

14 hours

Member $435 Non-Member $855

SPC460 Lifestyle Management This course will address lifestyle management responsibilities by exploring information, best practices, and real examples that will help you build strategies and action steps to apply to your own community, either now or in the future.

Who Should Take This Course? • Community managers and personnel who interact frequently with providing lifestyle services in their communities.

6 CEUs

6 hours

Member $245 Non-Member $413

Pages 26-35

SPC450 Commercial and Industrial CID Management This course provides information and resources necessary to manage commercial and industrial CIDs and commercial sub-associations within mixeduse and industrial subdivisions. Course content focuses on California legal requirements and business skills necessary to work with corporate business owners. The course provides valuable tips on the nuances of managing the varied combination of CIDs in this category, including business parks, shopping centers, hotel associations, medical offices, marinas, live/work units and hybrids.

Who Should Take This Course? • Experienced CCAMs who want to earn the Commercial and Industrial CID Sub-Specialty Certificate. • Community managers of mixed-use commercial and industrial CIDs. • Management company executives supervising others managing commercial and industrial CIDs.

6 CEUs

6 hours

Member $245 Non-Member $413

Pages 26-35

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Industry Partner Courses CIP100

HOA Core Principles This five-session series provides a broad overview of the CID industry and addresses specific requirements to you as an industry partner working with community managers and boards of directors. Upon completion of the series, students are required to successfully complete a course exam.

Who should take this course? • Industry Partners interested in learning more about the CID industry. • Industry Partners interested in earning the CCIP designation.

CEUs This series is required for the CCIP certification; courses are not eligible for CEUs for recertification.

10 hours

Member $395 Non-Member $660

Pages 26-35

CIP300

CIP200

Enhance Your Professional Presence for Industry Partners

Foundational Ethics for Industry Partners

Increase your level of credibility and professionalism by effectively managing all aspects of the way you communicate with others – visually, verbally and on paper. This course focuses on Professional Business Writing; Polished Presentations; Communicating with Community Managers; The Art of Influencing; and The Final Touch – Your Professional Image.

Integrity is the number one quality employers and clients value. During this interactive course, a variety of scenarios that demonstrate the official rules of conduct for Industry Partners and Community Managers will be discussed. Participants will review CACM’s Code of Professional Ethics and Standards of Practice and gain an understanding of ethics complaints, disciplinary actions and the appeals procedures. Upon completion of session 2, students are required to successfully complete a course exam.

Who should take this course?

• Industry Partners who want to improve their business writing and presentation skills. • Industry Partners interested in earning the CCIP designation.

• Industry Partners who want to understand the ethical responsibilities of their position. • Industry Partners who want to earn the CCIP certification.

CEUs

This series is required for the CCIP certification; courses are not eligible for CEUs for recertification.

4 hours

Member $195 Non-Member $290

Pages 26-35

20 | cacm.org | 2024 CACM Professional Development Catalog

4 hours

Member $195 Non-Member $290

Pages 26-35

Additional Learning Opportunities & Resources Request A Course If there is a particular CACM course you would like to attend and there are no convenient offerings scheduled, you can request the course be scheduled in your area. Add yourself to the wait list and be notified when registration is open by filling out our online Request a Course form. To access the form, go to www.cacm.org and type “courses come to you” in the site search box; once you’ve made it to the webpage, click on the Request a Course link. Private Offerings Employers can receive a 15% discount off manager member registration fees when hosting a private offering of a CACM course. All you need is a group of 10 or more students – either all from your company or from different management companies – and access to an adequate facility. Contact education@cacm. org for more information about this convenient way for your managers to get the CACM courses they need. Law Journal Exams CACM’s quarterly Law Journal provides members with easily understood interpretations of legal matters. Earn up to 4 CEUs per year by reading the informative articles in the Law Journal and completing a short exam for each issue. Log in to the Members Only section at www.cacm.org to download the most recent Law Journal issues. Submit each exam with a $50 processing fee, and you’ll earn 1 CEU with a grade of 75% or better! Contact education@cacm.org to register.

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CACM is a fierce advocate for community managers. As such, our educational events are designed for community managers and management staff only. This sets our organization apart by creating an exclusive environment that promotes candid discussion and problem- solving around management’s unique business challenges. Learning takeaways prepare managers to be the credible resource to their board(s) on current industry issues.

Educational Events Law Seminar & Expo The Law Seminar & Expo offers the chance to explore California CID law exclusively from the manager’s perspective. It includes informative breakout sessions, legislative information from California legal experts, nationally recognized speakers and an exhibit hall packed with the latest industry products.

NORTHERN CALIFORNIA Oakland Marriott City Center February 7-9, 2024

SOUTHERN CALIFORNIA Disneyland Hotel, Anaheim February 28-March 1, 2024

CCAMs, CAFMs, and MCAMs earn 8 CEUs. Early Manager Member $359 Early Manager Non-Member $459

Executive Leadership Summit The Executive Leadership Summit offers thought-provoking topics with informative speakers and the chance to meet and connect with prominent industry leaders. Join your peers for two days of learning, networking and ideasharing with other CID industry executives. The Meritage Resort and Spa, Napa April 25-26, 2024 CCAMs, CAFMs, and MCAMs earn 6 CEUs. Early Manager Member $499 Early Manager Non-Member $659

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Regional Forums Regional Forums explore important, current community management industry issues on the local and state level and are accompanied by either a breakfast or lunch. These events include time to mingle with peers and service providers, explore the latest products and services, and hear expert speakers on topics of interest to community managers. CCAMs, CAFMs, and MCAMs earn 2 CEUs. Breakfast/Luncheon Early Member $45 Breakfast/Luncheon Early Non-Member $55

High Rise & Large Scale Summit The High Rise & Large Scale Summit offers a personalized, interactive knowledge-sharing experience for managers who work in these highly specialized properties. This event allows for small group networking opportunities and idea sharing with other like-minded professionals. Tommy Bahama Miramonte Resort & Spa Indian Wells Sept. 26-27, 2024 CCAM, CAFM and MCAMs earn 6 CEUs. Early Manager Member $399 Early Manager Non-Member $599

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Tools & Resources CACM membership includes exclusive access to community management tools and resources to help you succeed. Explore all the different ways CACM supports you and your career.

Career Center

Publications

The CACM Career Center is the exclusive online job board for the California community management industry. Job seekers can sign up for free to access confidential résumé posting, receive automated weekly email notifications of new job listings and save jobs for later review. Management firms can gain targeted access to quality community management professionals and quickly and easily post jobs, view résumés and monitor job activities. Visit careers.cacm.org.

CACM’s industry-leading publications are your source for professional, legal and management issues pertaining to California community associations. Manager members receive complimentary subscriptions to the following CACM digital publications:

Vision CACM’s quarterly, digital magazine presents informative articles regarding the latest trends, technical items and matters of professional development to community managers.

Law Journal A quarterly newsletter providing easily understood interpretations of legal matters, as well as a regularly featured Legal Directory that lists legal professionals serving the CID industry.

MyCommunity Compensation and Benefits Study Attention CEOs, executives and HR directors: Discover the latest compensation and benefit findings for California Community Management professionals in the third edition of the CACM Compensation & Benefits Study Findings released in 2022. This comprehensive resource includes data for unique job classifications in 11 geographic markets of California with valuable benchmarking statistics. Members $139 Non-Members $189 Survey participants receive a 25% discount

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A monthly e-newsletter that keeps members informed about upcoming CACM events, new programs and courses, announcements, tips and industry developments.

Resource Guide CACM’s digital Resource Guide connects you with professional associates and business partners throughout the state. You’ll want to keep this guide within reach throughout the year to make it easy to get in touch with your peers. Members receive a free listing and complimentary digital copy of this comprehensive directory annually.

LEGISLATIVE EDUCATION

CACM is your fierce advocate in Sacramento Voice in Sacramento

Legislative Updates

As the California-specific organization that advocates on behalf of managers and management companies, CACM is your fierce advocate in Sacramento, working to impact policy on issues that affect you. These efforts ensure that legislation that influences the day-to-day work of community managers and the industry as a whole is closely monitored, supported, or opposed, to positively impact managers. Here are a few ways we strive to keep you updated on legislative happenings, as well as options for you to get involved and have a voice in the decisionmaking process.

CACM knows the importance of keeping our members informed and engaged on legislative matters. Visit the Legislative Resources section on CACM’s website to access the latest legislative updates and keep track of CACM’s efforts in Sacramento. Also, watch for legislative update emails sent throughout the year as important developments arise.

Legislative Committee Want to be even more involved in CACM legislative efforts? Consider joining the Legislative Committee, a task force organized for the advocacy of managers and management companies. Managers who testified in Sacramento in 2023 played a major role in establishing and maintaining CACM’s position on bills and helped CACM become recognized as the voice of reason on CID management policy. Email CEO Tom Freeley at tfreeley@cacm.org for a copy of the Legislative Committee Charter to confirm you have the availability to attend a monthly conference call or to actively participate in Sacramento.

Political Action Committee (PAC) Success in Sacramento is driven by CACM’s Political Action Committee (PAC), which is funded by voluntary member donations (separate from member dues). Member donations are put to good use with the expertise of Sacramento’s best lobbyist in support of legislator campaigns whose political philosophies are consistent with the goals and objectives of CACM and our community manager members. Consider contributing and becoming part of the growing number of donors – it’s an investment in the California CID industry’s best interests!

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2024 Course Schedule COURSE

JANUARY

1/9/24 1/16/24 1/23/24 1/30/24 2/6/24 1/9/24

MEMBER

8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 9:00 AM - 11:00 AM CMM 101

CCIP: HOA Core Principles 1 of 5 Zoom CCIP: HOA Core Principles 2 of 5 Zoom CCIP: HOA Core Principles 3 of 5 Zoom CCIP: HOA Core Principles 4 of 5 Zoom CCIP: HOA Core Principles 5 of 5 Zoom Basics of Association Management Zoom Session 1 of 8 1/10/24 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Zoom Session 2 of 8 1/16/24 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Zoom Session 3 of 8 1/17/24 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Zoom Session 4 of 8 1/23/24 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Zoom Session 5 of 8 1/24/24 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Zoom Session 6 of 8 1/30/24 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Zoom Session 7 of 8 1/31/24 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Zoom Session 8 of 8 1/9/24 1:00 PM - 3:00 PM CMM 121 California Law Session 1 of 8 Zoom 1/10/24 1:00 PM - 3:00 PM CMM 121 California Law Session 2 of 8 Zoom

1/16/24 1/17/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 122 California Law Session 3 of 8 CMM 122 California Law Session 4 of 8

Zoom Zoom

1/23/24 1/24/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 123 California Law Session 5 of 8 CMM 123 California Law Session 6 of 8

Zoom Zoom

1/30/24 1/31/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 124 California Law Session 7 of 8 CMM 124 California Law Session 8 of 8

Zoom Zoom

1/11/24 1/11/24 1/18/24 1/18/24 1/25/24 1/25/24

9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM 1:00 PM - 3:00 PM

CMM 130 CMM 130 LDR 500 LDR 500 LDR 550 LDR 550

Zoom Zoom Zoom Zoom Zoom Zoom

Foundational Ethics Session 1 of 2 Foundational Ethics Session 2 of 2 Advanced Ethics Session 1 of 2 Advanced Ethics Session 2 of 2 Ethics Mastery Session 1 of 2 Ethics Mastery Session 2 of 2

NON-MEMBER

N/A

$395

$660

N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660 CMM 122 Only: $98.75 $165 Entire Series: $395 $660 CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 $195 $290

4CEUs

$195

$290

4CEUs

$195

$290

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

26 | cacm.org | 2024 CACM Professional Development Catalog

COURSE

MEMBER

NON-MEMBER

FEBRUARY

9:00 AM - 12:00 PM INS 200 Insurance Principles 12:30 PM - 4:30 PM LDR 550 Ethics Mastery (A) NorCal Law Seminar 12:30 PM - 4:30 PM LDR 550 Ethics Mastery (B) NorCal Law Seminar 12:30 PM - 4:30 PM LDR 500 Advanced Ethics NorCal Law Seminar 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 1 of 2 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 2 of 2 1:00 PM - 3:00 PM CMM 220 Conflict Resolution Session 1 of 2 1:00 PM - 3:00 PM CMM 220 Conflict Resolution Session 2 of 2 9:00 AM - 11:00 AM CMM 130 Foundational Ethics Session 1 of 2 1:00 PM - 3:00 PM CMM 130 Foundational Ethics Session 2 of 2 1:00 PM - 3:00 PM FIN 300 Budgeting Session 1 of 2 1:00 PM - 3:00 PM FIN 300 Budgeting Session 2 of 2 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 1 of 2 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 2 of 2 12:30 PM - 4:30 PM LDR 550 Ethics Mastery (A) SoCal Law Seminar 12:30 PM - 4:30 PM LDR 550 Ethics Mastery (B) SoCal Law Seminar 12:30 PM - 4:30 PM LDR 500 Advanced Ethics SoCal Law Seminar

3 CEUs Zoom Oakland 4 CEUs

$170 $195

$234 $290

Oakland 4 CEUs

$195

$290

Oakland 4 CEUs

$195

$290

$195

$290

4 CEUs Zoom Zoom N/A Zoom Zoom 4 CEUs Zoom Zoom N/A Zoom Zoom Anaheim 4 CEUs

$195

$290

$195

$290

$195

$290

$195

$290

$195

$290

Anaheim 4 CEUs

$195

$290

Anaheim 4 CEUs

$195

$290

Zoom Zoom

3/6/24

9:00 AM - 12:30 PM INS 300 Advanced Insurance Principles 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 1 of 8 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 2 of 8 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 3 of 8 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 4 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 5 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 6 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 7 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 8 of 8 9:00 AM - 11:00 AM CMM 121 California Law Session 1 of 8

3/7/24 3/13/24

9:00 AM - 11:00 AM CMM 121 California Law Session 2 of 8 9:00 AM - 11:00 AM CMM 122 California Law Session 3 of 8

Zoom Zoom

3/14/24

9:00 AM - 11:00 AM CMM 122 California Law Session 4 of 8

Zoom

2/1/24 2/7/24 2/7/24 2/7/24 2/13/24 2/20/24 2/13/24 2/14/24 2/15/24 2/15/24 2/20/24 2/21/24 2/27/24 3/5/24 2/28/24 2/28/24 2/28/24

MARCH

3/5/24 3/5/24 3/6/24 3/12/24 3/13/24 3/19/24 3/20/24 3/26/24 3/27/24

Zoom

N/A

Zoom

3 CEUs N/A

Zoom

$170 $234 CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom

CMM 102 Only $197.50 $197.50 Entire Series: $395 $660

Zoom Zoom Zoom Zoom

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660 CMM 122 Only: $98.75 $165 Entire Series: $395 $660

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

cacm.org | 2024 CACM Professional Development Catalog | 27

2024 Course Schedule COURSE

MEMBER

MARCH

3/20/24

9:00 AM - 11:00 AM CMM 123 California Law Session 5 of 8

Zoom

3/21/24 3/27/24

9:00 AM - 11:00 AM CMM 123 California Law Session 6 of 8 9:00 AM - 11:00 AM CMM 124 California Law Session 7 of 8

Zoom Zoom

3/28/24 3/7/24

9:00 AM - 11:00 AM CMM 124 California Law Session 8 of 8 1:00 PM - 3:30 PM LDR 400 Human Resource Management Session 1 of 3 1:00 PM - 3:30 PM LDR 400 Human Resource Management Session 2 of 3 1:00 PM - 3:30 PM LDR 400 Human Resource Management Session 3 of 3 9:00 AM - 11:00 AM LDR 450 Commerical & Industrial CID Management Session 1 of 3 9:00 AM - 11:00 AM LDR 450 Commerical & Industrial CID Management Session 2 of 3 9:00 AM - 11:00 AM LDR 450 Commerical & Industrial CID Management Session 3 of 3 1:00 PM - 3:00 PM CMM 200 Enhance Your Professional Presence Session 1 of 2 1:00 PM - 3:00 PM CMM 200 Enhance Your Professional Presence Session 2 of 2

Zoom Zoom

8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 9:00 AM - 11:00 AM FIN 210

CCIP: HOA Core Principles 1 of 5 CCIP: HOA Core Principles 2 of 5 CCIP: HOA Core Principles 3 of 5 CCIP: HOA Core Principles 4 of 5 CCIP: HOA Core Principles 5 of 5 Assessment Collections Session 1 of 2 9:00 AM - 11:00 AM FIN 210 Assessment Collections Session 2 of 2 9:00 AM - 12:00 PM INS 400 Risk Management Session 1 of 2 9:00 AM - 12:00 PM INS 400 Risk Management Session 2 of 2 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Session 1 of 8

Zoom Zoom Zoom Zoom Zoom Zoom

9:00 AM - 11:00 AM CMM 101 Basics of Association Management Session 2 of 8 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Session 3 of 8 9:00 AM - 11:00 AM CMM 101 Basics of Association Management Session 4 of 8 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Session 5 of 8

Zoom

9:00 AM - 11:00 AM CMM 102 Basics of Association Management Session 6 of 8 9:00 AM - 11:00 AM CMM 102 Basics of Association Management Session 7 of 8

Zoom

3/14/24 3/21/24 3/12/24 3/19/24 3/26/24 3/28/24 4/4/24

APRIL

4/2/24 4/9/24 4/16/24 4/23/24 4/30/24 4/2/24 4/3/24 4/4/24 4/11/24 4/9/24

4/10/24 4/16/24 4/17/24 4/23/24

4/24/24 4/30/24

NON-MEMBER

CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 7 CEUs

$245

$413

6 CEUs

$245

$413

4 CEUs

$195

$290

N/A

$395

$660

4 CEUs

$195

$290

6 CEUs

$245

$413

N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom Zoom Zoom Zoom Zoom

Zoom Zoom Zoom Zoom

Zoom Zoom Zoom

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

Zoom

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

28 | cacm.org | 2024 CACM Professional Development Catalog

2024 Course Schedule COURSE

APRIL

5/1/24

MEMBER

9:00 AM - 11:00 AM CMM 102 Basics of Association Management Session 8 of 8 1:00 PM - 4:00 PM SPC 430 Portfolio Management Session 1 of 6 1:00 PM - 3:30 PM SPC 430 Portfolio Management Session 2 of 6 1:00 PM - 4:00 PM SPC 430 Portfolio Management Session 3 of 6 1:00 PM - 3:30 PM SPC 430 Portfolio Management Session 4 of 6 1:00 PM - 4:00 PM SPC 430 Portfolio Management Session 5 of 6 1:00 PM - 3:30 PM SPC 430 Portfolio Management Session 6 of 6 9:00 AM - 11:00 AM LDR 500 Advanced Ethics Session 1 of 2 1:00 PM - 3:00 PM LDR 500 Advanced Ethics Session 2 of 2 1:00 PM - 3:00 PM FIN 220 Explaining Financial Statements Session 1 of 3 1:00 PM - 3:00 PM FIN 220 Explaining Financial Statements Session 2 of 3 1:00 PM - 3:00 PM FIN 220 Explaining Financial Statements Session 3 of 3

Zoom

5/2/24 5/2/24 5/7/24

9:00 AM - 11:00 AM CMM 130 Foundational Ethics Session 1 of 2 1:00 PM - 3:00 PM CMM 130 Foundational Ethics Session 2 of 2 1:00 PM - 3:00 PM CMM 121 California Law Session 1 of 8

Zoom Zoom Zoom

5/8/24 5/14/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 121 California Law Session 2 of 8 CMM 122 California Law Session 3 of 8

Zoom Zoom

5/15/24 5/21/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 122 California Law Session 4 of 8 CMM 123 California Law Session 5 of 8

Zoom Zoom

5/22/24 5/28/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 123 California Law Session 6 of 8 CMM 124 California Law Session 7 of 8

Zoom Zoom

5/29/24

1:00 PM - 3:00 PM CMM 124 California Law Session 8 of 8 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 1 of 2 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 2 of 2 9:00 AM - 11:00 AM BDA 220 Effective Meeting & Election Tools Session 1 of 2 9:00 AM - 11:00 AM BDA 220 Effective Meeting & Election Tools Session 2 of 2 9:00 AM - 11:00 AM LDR 550 Ethics Mastery Session 1 of 2 1:00 PM - 3:00 PM LDR 550 Ethics Mastery Session 2 of 2 9:00 AM - 11:30 AM SPC 460 Lifestyle Management Session 1 of 2 9:00 AM - 11:30 AM SPC 460 Lifestyle Management Session 2 of 2

4/9/24 4/10/24 4/16/24 4/17/24 4/22/24 4/23/24 4/18/24 4/18/24 4/29/24 4/30/24 5/1/24

MAY

5/28/24

5/28/24 5/29/24

Zoom

NON-MEMBER

16 CEUs

$460

$880

4 CEUs

$195

$290

6 CEUs

$245

$413

N/A

$195

$290

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660

Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom

Zoom Zoom

CMM 122 Only: $98.75 $165 Entire Series: $395 $660 CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 $98.75 $165 Entire Series: $395 $660 N/A

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

6 CEUs

$245

$413

Zoom Zoom Zoom Zoom Zoom Zoom Zoom

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

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2024 Course Schedule COURSE

JUNE

6/4/24 6/11/24 6/4/24

MEMBER

8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 1 of 2 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 2 of 2 9:00 AM - 12:00 PM SPC 400 High Rise Management Session 1 of 6 9:00 AM - 11:30 AM SPC 400 High Rise Management Session 2 of 6 9:00 AM - 12:00 PM SPC 400 High Rise Management Session 3 of 6 9:00 AM - 11:30 AM SPC 400 High Rise Management Session 4 of 6 9:00 AM - 12:00 PM SPC 400 High Rise Management Session 5 of 6 9:00 AM - 12:00 PM SPC 400 High Rise Management Session 6 of 6 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 1 of 8

Zoom Zoom Zoom

6/5/24

1:00 PM - 3:00 PM

Zoom

6/11/24

1:00 PM - 3:00 PM

6/12/24

1:00 PM - 3:00 PM

6/17/24

1:00 PM - 3:00 PM

CMM 101 Basics of Association Management Session 2 of 8 CMM 101 Basics of Association Management Session 3 of 8 CMM 101 Basics of Association Management Session 4 of 8 CMM 102 Basics of Association Management Session 5 of 8

6/18/24

1:00 PM - 3:00 PM

Zoom

6/25/24

1:00 PM - 3:00 PM

6/26/24

1:00 PM - 3:00 PM

6/6/24 6/6/24 6/13/24 6/13/24 6/20/24 6/27/24 6/25/24 6/26/24 6/27/24

9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 1:00 PM - 3:00 PM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM 9:00 AM - 11:00 AM

CMM 102 Basics of Association Management Session 6 of 8 CMM 102 Basics of Association Management Session 7 of 8 CMM 102 Basics of Association Management Session 8 of 8 LDR 500 Advanced Ethics Session 1 of 2 LDR 500 Advanced Ethics Session 2 of 2 CMM 130 Foundational Ethics Session 1 of 2 CMM 130 Foundational Ethics Session 2 of 2 CMM 220 Conflict Resolution Session 1 of 2 CMM 220 Conflict Resolution Session 2 of 2 BDA 300 Effective Governance Session 1 of 2 BDA 300 Effective Governance Session 2 of 2

7/1/24

1:00 PM - 3:00 PM

7/2/24 7/9/24

7/10/24

6/5/24 6/11/24 6/12/24 6/18/24 6/20/24 6/4/24

NON-MEMBER

N/A

$195

$290

16 CEUs

$460

$880

N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom Zoom Zoom Zoom

Zoom Zoom Zoom

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom

JULY

Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom

4 CEUs

$195

$290

N/A

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

3 CEUs

$170

$234

CMM 121 California Law Session 1 of 8

Zoom

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 121 California Law Session 2 of 8 CMM 122 California Law Session 3 of 8

Zoom Zoom

1:00 PM - 3:00 PM

CMM 122 California Law Session 4 of 8

Zoom

CMM 122 Only: $98.75 $165 Entire Series: $395 $660

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION. 30 | cacm.org | 2024 CACM Professional Development Catalog

2024 Course Schedule COURSE

MEMBER

JULY AUGUST

7/16/24

1:00 PM - 3:00 PM

CMM 123 California Law Session 5 of 8

Zoom

7/17/24 7/23/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 123 California Law Session 6 of 8 CMM 124 California Law Session 7 of 8

Zoom Zoom

7/24/24 7/2/24 7/9/24 7/16/24 7/23/24 7/30/24 7/2/24

1:00 PM - 3:00 PM CMM 124 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 9:00 AM - 11:00 AM FIN 320

7/3/24

9:00 AM - 11:00 AM FIN 320

7/9/24

9:00 AM - 11:30 AM SPC 410

7/10/24

9:00 AM - 11:30 AM SPC 410

7/16/24

9:00 AM - 11:30 AM SPC 410

7/17/24

9:00 AM - 11:30 AM SPC 410

7/23/24

9:00 AM - 11:30 AM SPC 410

7/24/24

9:00 AM - 11:30 AM SPC 410

7/11/24 7/11/24 7/18/24

9:00 AM - 11:00 AM LDR 550 1:00 PM - 3:00 PM LDR 550 9:00 AM - 11:30 AM LDR 400

7/25/24

9:00 AM - 11:30 AM LDR 400

8/1/24

9:00 AM - 11:30 AM LDR 400

7/31/24 7/31/24

9:00 AM - 11:00 AM CMM 130 1:00 PM - 3:00 PM CMM 130

8/1/24

1:00 PM - 3:00 PM

8/8/24 8/15/24 8/6/24 8/13/24 8/6/24 8/7/24

FIN 220

California Law Session 8 of 8 CCIP: HOA Core Principles 1 of 5 CCIP: HOA Core Principles 2 of 5 CCIP: HOA Core Principles 3 of 5 CCIP: HOA Core Principles 4 of 5 CCIP: HOA Core Principles 5 of 5 Strategic Financial Planning Session 1 of 2 Strategic Financial Planning Session 2 of 2 Large Scale Management Session 1 of 6 Large Scale Management Session 2 of 6 Large Scale Management Session 3 of 6 Large Scale Management Session 4 of 6 Large Scale Management Session 5 of 6 Large Scale Management Session 6 of 6 Ethics Mastery Session 1 of 2 Ethics Mastery Session 2 of 2 Human Resource Management Session 1 of 3 Human Resource Management Session 2 of 3 Human Resource Management Session 3 of 3 Foundational Ethics Session 1 of 2 Foundational Ethics Session 2 of 2

Explaining Financial Statements Session 1 of 3 1:00 PM - 3:00 PM FIN 220 Explaining Financial Statements Session 2 of 3 1:00 PM - 3:00 PM FIN 220 Explaining Financial Statements Session 3 of 3 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 1 of 2 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 2 of 2 9:00 AM - 11:30 AM SPC 440 New Development Management Session 1 of 6 9:00 AM - 11:30 AM SPC 440 New Development Management Session 2 of 6

Zoom Zoom Zoom Zoom Zoom Zoom Zoom

NON-MEMBER

CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 N/A

$395

$660

4 CEUs

$195

$290

16 CEUs

$460

$880

4 CEUs

$195

$290

7 CEUs

$245

$413

Zoom Zoom

N/A

$195

$290

Zoom

6 CEUs

$245

$413

N/A

$195

$290

14 CEUs

$435

$855

Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom

Zoom Zoom Zoom Zoom Zoom Zoom

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

cacm.org | 2024 CACM Professional Development Catalog | 31

2024 Course Schedule COURSE

AUGUST

8/13/24

MEMBER

NON-MEMBER

9:00 AM - 11:30 AM SPC 440 New Development Management Session 3 of 6 9:00 AM - 11:30 AM SPC 440 New Development Management Session 4 of 6 9:00 AM - 11:30 AM SPC 440 New Development Management Session 5 of 6 9:00 AM - 11:30 AM SPC 440 New Development Management Session 6 of 6 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 1 of 8

Zoom

8/7/24

1:00 PM - 3:00 PM

Zoom

8/13/24

1:00 PM - 3:00 PM

8/14/24

1:00 PM - 3:00 PM

8/20/24

1:00 PM - 3:00 PM

8/21/24

1:00 PM - 3:00 PM

Zoom

8/20/24 8/27/24 8/22/24 8/27/24 8/28/24 8/29/24 8/29/24

CMM 102 Basics of Association Management Session 6 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 7 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 8 of 8 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 1 of 2 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 2 of 2 9:00 AM - 12:00 PM INS 200 Insurance Principles 9:00 AM - 11:00 AM FIN 300 Budgeting Session 1 of 2 9:00 AM - 11:00 AM FIN 300 Budgeting Session 2 of 2 9:00 AM - 11:00 AM LDR 500 Advanced Ethics Session 1 of 2 1:00 PM - 3:00 PM LDR 500 Advanced Ethics Session 2 of 2

Zoom Zoom Zoom Zoom Zoom Zoom Zoom

N/A

$195

$290

3 CEUs 4 CEUs

$170 $195

$234 $290

4 CEUs

$195

$290

9/3/24

1:00 PM - 3:00 PM

Zoom

4 CEUs

$195

$290

4 CEUs

$195

$290

9/19/24 9/19/24 9/24/24

CMM 200 Enhance Your Professional Presence Session 1 of 2 1:00 PM - 3:00 PM CMM 200 Enhance Your Professional Presence Session 2 of 2 1:00 PM - 3:00 PM SPC 420 Age Restricted Active Adult Session 1 of 2 1:00 PM - 3:00 PM SPC 420 Age Restricted Active Adult Session 2 of 2 9:00 AM - 11:00 AM CMM 130 Foundational Ethics Session 1 of 2 1:00 PM - 3:00 PM CMM 130 Foundational Ethics Session 2 of 2 9:00 AM - 11:00 AM CMM 121 California Law Session 1 of 8

N/A

$195

$290

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660

9/25/24 10/1/24

9:00 AM - 11:00 AM CMM 121 California Law Session 2 of 8 9:00 AM - 11:00 AM CMM 122 California Law Session 3 of 8

Zoom Zoom

10/2/24

9:00 AM - 11:00 AM CMM 122 California Law Session 4 of 8

Zoom

8/14/24 8/20/24 8/21/24 8/6/24

8/27/24 8/28/24

SEPTEMBER

9/4/24 9/16/24 9/17/24

Zoom Zoom Zoom Zoom

N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom

Zoom Zoom Zoom Zoom Zoom Zoom

CMM 122 Only: $98.75 $165 Entire Series: $395 $660

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

32 | cacm.org | 2024 CACM Professional Development Catalog

2024 Course Schedule COURSE

MEMBER

NON-MEMBER

SEPTEMBER

10/8/24

9:00 AM - 11:00 AM CMM 123 California Law Session 5 of 8

Zoom

10/9/24 10/16/24

9:00 AM - 11:00 AM CMM 123 California Law Session 6 of 8 9:00 AM - 11:00 AM CMM 124 California Law Session 7 of 8

Zoom Zoom

10/17/24 9/24/24

9:00 AM - 11:00 AM CMM 124 California Law Session 8 of 8 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 1 of 8

Zoom Zoom

9/25/24

1:00 PM - 3:00 PM

Zoom

10/1/24

1:00 PM - 3:00 PM

10/2/24

1:00 PM - 3:00 PM

10/7/24

1:00 PM - 3:00 PM

10/8/24

1:00 PM - 3:00 PM

Zoom

9/26/24 9/26/24 9/30/24

CMM 102 Basics of Association Management Session 6 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 7 of 8 1:00 PM - 3:00 PM CMM 102 Basics of Association Management Session 8 of 8 9:00 AM - 11:00 AM LDR 550 Ethics Mastery Session 1 of 2 1:00 PM - 3:00 PM LDR 550 Ethics Mastery Session 2 of 2 1:00 PM - 4:30 PM INS 300 Advanced Insurance Principles

Zoom Zoom Zoom

4 CEUs

$195

$290

3 CEUs

$170

$234

10/8/24 10/15/24 10/22/24 10/29/24 11/5/24 10/17/24

8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 8:00 AM - 10:00 AM CIP100 1:00 PM - 3:30 PM SPC 460

Zoom Zoom Zoom Zoom Zoom Zoom

N/A

$395

$660

6 CEUs

$245

$413

10/24/24

1:00 PM - 3:30 PM

10/22/24 10/22/24 10/23/24 10/23/24 10/24/24 10/31/24 10/29/24

9:00 AM - 11:00 AM CMM 130 1:00 PM - 3:00 PM CMM 130 9:00 AM - 11:00 AM LDR 500 1:00 PM - 3:00 PM LDR 500 9:00 AM - 12:00 PM INS 400 9:00 AM - 12:00 PM INS 400 9:00 AM - 11:00 AM CMM 121

N/A

$195

$290

4 CEUs

$195

$290

6 CEUs

$245

$413

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660

10/30/24

9:00 AM - 11:00 AM CMM 121 California Law Session 2 of 8

10/15/24 10/16/24

OCTOBER

SPC 460

CCIP: HOA Core Principles 1 of 5 CCIP: HOA Core Principles 2 of 5 CCIP: HOA Core Principles 3 of 5 CCIP: HOA Core Principles 4 of 5 CCIP: HOA Core Principles 5 of 5 Lifestyle Management Session 1 of 2 Lifestyle Management Session 2 of 2 Foundational Ethics Session 1 of 2 Foundational Ethics Session 2 of 2 Advanced Ethics Session 1 of 2 Advanced Ethics Session 2 of 2 Risk Management Session 1 of 2 Risk Management Session 2 of 2 California Law Session 1 of 8

CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom

Zoom Zoom Zoom Zoom Zoom Zoom Zoom Zoom

Zoom

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

cacm.org | 2024 CACM Professional Development Catalog | 33

2024 Course Schedule COURSE

MEMBER

OCTOBER NOVEMBER

11/5/24

9:00 AM - 11:00 AM CMM 122 California Law Session 3 of 8

Zoom

11/6/24 11/13/24

9:00 AM - 11:00 AM CMM 122 California Law Session 4 of 8 9:00 AM - 11:00 AM CMM 123 California Law Session 5 of 8

Zoom Zoom

11/14/24 11/19/24

9:00 AM - 11:00 AM CMM 123 California Law Session 6 of 8 9:00 AM - 11:00 AM CMM 124 California Law Session 7 of 8

Zoom Zoom

11/20/24 10/29/24

9:00 AM - 11:00 AM CMM 124 California Law Session 8 of 8 1:00 PM - 3:00 PM CMM 101 Basics of Association Management Session 1 of 8

Zoom Zoom

10/30/24

1:00 PM - 3:00 PM

Zoom

11/5/24

1:00 PM - 3:00 PM

11/6/24

1:00 PM - 3:00 PM

11/12/24

1:00 PM - 3:00 PM

11/13/24

1:00 PM - 3:00 PM

Zoom

11/19/24

1:00 PM - 3:00 PM

11/20/24

1:00 PM - 3:00 PM

CMM 102 Basics of Association Management Session 6 of 8 CMM 102 Basics of Association Management Session 7 of 8 CMM 102 Basics of Association Management Session 8 of 8

11/7/24

1:00 PM - 3:00 PM

FIN 210

Zoom

11/21/24 11/21/24 11/25/24

Assessment Collections Session 1 of 2 1:00 PM - 3:00 PM FIN 210 Assessment Collections Session 2 of 2 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 1 of 2 8:00 AM - 10:00 AM CIP200 CCIP: Enhance Your Professional Presence 2 of 2 9:00 AM - 11:00 AM LDR 550 Ethics Mastery Session 1 of 2 1:00 PM - 3:00 PM LDR 550 Ethics Mastery Session 2 of 2 1:00 PM - 3:00 PM CMM 121 California Law Session 1 of 8

11/26/24 12/3/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 121 California Law Session 2 of 8 CMM 122 California Law Session 3 of 8

Zoom Zoom

12/4/24

1:00 PM - 3:00 PM

CMM 122 California Law Session 4 of 8

Zoom

11/14/24 11/12/24 11/19/24

NON-MEMBER

CMM 122 Only: $98.75 $165 Entire Series: $395 $660 CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 N/A

CMM 101 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom Zoom

CMM 102 Only: $197.50 $330 Entire Series: $395 $660

Zoom Zoom

4 CEUs

$195

$290

N/A

$195

$290

4 CEUs

$195

$290

N/A

CMM 121 Only: $98.75 $165 Entire Series: $395 $660

Zoom Zoom Zoom Zoom Zoom Zoom

CMM 122 Only: $98.75 $165 Entire Series: $395 $660

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION. 34 | cacm.org | 2024 CACM Professional Development Catalog

2024 Course Schedule COURSE

MEMBER

NOVEMBER DECEMBER

12/10/24

1:00 PM - 3:00 PM

CMM 123 California Law Session 5 of 8

Zoom

12/11/24 12/17/24

1:00 PM - 3:00 PM 1:00 PM - 3:00 PM

CMM 123 California Law Session 6 of 8 CMM 124 California Law Session 7 of 8

Zoom Zoom

12/18/24 11/26/24 12/3/24

1:00 PM - 3:00 PM CMM 124 California Law Session 8 of 8 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 1 of 2 8:00 AM - 10:00 AM CIP300 CCIP: Foundational Ethics 2 of 2

Zoom Zoom Zoom

12/3/24 12/4/24 12/5/24 12/5/24 12/10/24

9:00 AM - 11:00 AM 9:00 AM - 11:00 AM 9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM

Zoom Zoom Zoom Zoom Zoom

12/11/24

9:00 AM - 11:00 AM

12/12/24 12/12/24 12/17/24 12/18/24 12/19/24

9:00 AM - 11:00 AM 1:00 PM - 3:00 PM 9:00 AM - 11:00 AM 9:00 AM - 11:00 AM

CMM 220 Conflict Resolution Session 1 of 2 CMM 220 Conflict Resolution Session 2 of 2 CMM130 Foundational Ethics Session 1 of 2 CMM130 Foundational Ethics Session 2 of 2 FIN 320 Strategic Financial Planning Session 1 of 2 FIN 320 Strategic Financial Planning Session 2 of 2 LDR 500 Advanced Ethics Session 1 of 2 LDR 500 Advanced Ethics Session 2 of 2 BDA 300 Effective Governance Session 1 of 2 BDA 300 Effective Governance Session 2 of 2

NON-MEMBER

CMM 123 Only: $98.75 $165 Entire Series: $395 $660 CMM 124 Only: $98.75 $165 Entire Series: $395 $660 N/A

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

4 CEUs

$195

$290

3 CEUs

$170

$234

Zoom Zoom Zoom Zoom Zoom Zoom

SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

cacm.org | 2024 CACM Professional Development Catalog | 35

CACM Individual Member Application I hereby apply for an annual individual membership in the California Association of Community Managers and agree to abide by the association’s Bylaws and Code of Professional Ethics and Standards of Practice. As such, I understand that if my membership is terminated as a result of disciplinary action by CACM’s Professional Standards Committee, I will not be eligible to reinstate or reapply for membership or certification.

MEMBERSHIP LEVEL Pro Pro Plus

$235 $635

PLEASE FILL IN ALL FIELDS BELOW (* indicates mandatory fields) MEMBER PROFILE* FIRST* ----------------------------------------------------------------------------------------------------------------------------------------------------- MI ----------------------------- LAST* ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------INFORMAL/NICKNAME

MANAGER TYPE Portfolio Large Scale High Rise New Development Financial Age-Restricted Active Adult Commercial/Mixed Use How many communities do you manage? What are your professional goals?

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

TITLE* ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BUSINESS EMAIL* ---------------------------------------------------------------------------------------------------------------------------------------------------------- BUSINESS PHONE/EXT* ------------------------------------------------------------------------------------------------------------REFERRED BY (NAME/COMPANY) ----------------------------------------------------------------------------------------------------- MOBILE PHONE

-------------------------------------------------------------------------------------------------------------------------------------

CORPORATE/DIRECTORY ADDRESS COMPANY* --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------STREET ADDRESS* ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ADDRESS LINE 2 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CITY* ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- STATE* --------------------------------------------------------------------------------------------------------------------------------------------------------------------------ZIP/POSTAL CODE* --------------------------------------------------------------------------------------------------------------------------------------------------- COUNTRY* -------------------------------------------------------------------------------------------------------------------------------------------------------------WEBSITE* --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- PHONE* ----------------------------------------------------------------------------------------------------------------------------------------------------------------------

ONSITE/PHYSICAL ADDRESS

Check box if same as corporate address

STREET ADDRESS -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ADDRESS LINE 2 ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CITY ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- STATE

MEMBERSHIP DUES CACM manager membership dues are based on a calendar year and payable every January 1. Should you join in a month other than January, your annual membership dues will be prorated accordingly. The following January you will be billed for the full amount, which is due and payable on January 1. If you pay by credit card, you will be charged only the prorated amount. If you pay by check, any overpayment will be credited to your account to apply towards your renewal. Join online and the prorated amount will be automatically calculated for you. All members must have their dues paid in full to be considered a “member in good standing” and eligible for member discounts and benefits. By applying for membership, you consent to receive emails, faxes, and other electronic communications, as well as direct mail, related to CACM membership events, and to products and services of CACM, our affiliates, our affinity partners, and other select third parties. You also agree that while membership may provide you access to lists from CACM databases, you will use those lists only in accordance with their express terms, and not for commercial purposes. You also agree to respect CACM service marks and trademarks, and use the CACM brand and credentials in accordance with association approved standards and policies.

PHOTO RELEASE

------------------------------------------------------------------------------------------------------------------------------------------------------------------------

ZIP/POSTAL CODE ----------------------------------------------------------------------------------------------------------------------------------------------------- COUNTRY WEBSITE* --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

------------------------------------------------------------------------------------------------------------------------------------------------------------

FACEBOOK LINK ---------------------------------------------------------------------------------------------------------------------------------------

TWITTER LINK ------------------------------------------------------------------------------------------------------------------------------------------------------------------- LINKEDIN LINK ---------------------------------------------------------------------------------------------------------------------------------------------

PERSONAL DETAIL DESIGNATIONS HELD ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------HOW LONG IN THE INDUSTRY? -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

PERSONAL/HOME STREET ADDRESS --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ADDRESS LINE 2 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CITY -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

STATE ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------

ZIP/POSTAL CODE ---------------------------------------------------------------------------------------------------------------------------------------------------

COUNTRY ---------------------------------------------------------------------------------------------------------------------------------------------------------------

PERSONAL EMAIL* --------------------------------------------------------------------------------------------------------------------------------------------------

HOME PHONE -------------------------------------------------------------------------------------------------------------------------------------------------

PREFERRED MAILING ADDRESS:

CORPORATE

ONSITE

PERSONAL

PAYMENT METHOD (please check one) Amex

Discover

Mastercard

Visa

Please email a credit card receipt to: -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CARD NUMBER ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- CVV -----------------------------------------------------------------------------------------------------------------------------------------EXPIRATION DATE -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- BILLING ZIP CODE ---------------------------------------------------------------------------------------------CARDHOLDER NAME (PRINT CLEARLY) --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------AUTHORIZED SIGNATURE ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Member grants permission to CACM and its agents to utilize member’s image, likeness and/or sound recordings for its legitimate business purposes in perpetuity. If you do not wish CACM to use your name, image or likeness, please contact communications@cacm.org.

36 | cacm.org | 2024 CACM Professional Development Catalog

Memberships are not transferable and dues are not refundable. A $100 reinstatement fee will be charged to process lapsed memberships. Failure to supply payment and all information requested may delay processing of membership.

California Association of Community Managers, Inc. 23461 South Pointe Dr., Ste. 200, Laguna Hills, CA 92653 949.916.2226, ext. 318 | membership@cacm.org | www.cacm.org

CACM REGISTRATION FORM FOR MANAGEMENT PROFESSIONALS PLEASE CHECK: Member Non-Member

THREE EASY WAYS TO REGISTER 1. Online at cacm.org Online is the most expeditious way to register. Register through your member portal or from the calendar and pay with your credit card, debit card or e-check. Members must sign in to receive member discount. 2. Email this form to registration@cacm.org Complete this fillable registration form, scan and attach it to your email. 3. Mail to the CACM Office Complete the form with payment, send to; CACM 23461 South Pointe Dr., Ste.200 Laguna Hills, CA 92653

CACM Courses are for community management professionals only. Registration forms must be accompanied by payment. Those received without payment will NOT be processed.

PLEASE FILL IN ALL FIELDS BELOW (* indicates mandatory fields) COMPANY NAME ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ATTENDEE NAME* ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

CANCELLATION POLICY

STREET ADDRESS* ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Cancellations must be received in writing via mail or email (registration@cacm.org) prior to the course presentation. 90% of the course registration fee will be credited to the member’s account if the cancellation request is received at least two weeks prior to the course date. 50% will be credited to the member’s account if the cancellation request is received less than two weeks. Please Note: The applied credit must be used within 1 calendar year from the date it is issued.

ADDRESS LINE 2 -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

COURSE TRANSFER POLICY

CITY* ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- STATE* ----------------------------------------------------------------------------------------------------------------------------------------------------------------------ZIP/POSTAL CODE* --------------------------------------------------------------------------------------------------------------------------------------------------- COUNTRY

----------------------------------------------------------------------------------------------------------------------------------------------

PHONE*----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ATTENDEE

EMAIL*------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

PAYMENT METHOD (please check one) Amex

Discover

Mastercard

Visa

In the event a member has a conflict with an original course registration date, the registration for that course may be transferred to a future date for a $40 transfer fee. In addition, course registrations can only be transferred one time, and they must be done within the same calendar year.

NO SHOW FEE

AUTHORIZED SIGNATURE ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

It is the Member’s responsibility to communicate with the CACM Education Team prior to the start of first course session should that member be unable to attend class. Failure to do so is considered a “no show” and will result in a $50 “no show” fee.

Alternate Receipt Email Address: -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------CARD NUMBER ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- CVV -----------------------------------------------------------------------------------------------------------------------------------------EXPIRATION DATE -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- BILLING ZIP CODE ---------------------------------------------------------------------------------------------CARDHOLDER NAME (PRINT CLEARLY) ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

C OUR SE/EVENT NAME

LOCATION

DATE

FEE

EXAM RETAKE In the event a member does not pass a required certification exam, the course exam must be retaken. A $40 retake fee will be charged. The retake must be completed within 1 calendar month of notification that the retake is needed. Only 1 retake opportunity may be exercised by a member before re-enrollment in the course will be required. Please Note: In the unlikely event that this retake is not deemed as passing, the member will be required to retake the course and an additional registration fee will be incurred.

NOTE: A confirmation will be sent to the email we have on file or alternate located below after registration. If you do not receive a confirmation one week prior to the course please contact registration@cacm.org.

California Association of Community Managers, Inc. 23461 South Pointe Dr., Ste. 200, Laguna Hills, CA 92653 949.916.2226, ext. 318 | membership@cacm.org | www.cacm.org

cacm.org | 2024 CACM Professional Development Catalog | 37

CACM REGISTRATION FORM FOR INDUSTRY PARTNER Only industry partner members can register for courses. INDUSTRY PARTNER REGISTRATION Please print clearly.

PAYMENT METHOD Full payment must accompany this form. Amex

Discover

ATTENDEE NAME (REQUIRED)

CARD NUMBER

COMPANY NAME

CVV

ADDRESS

CARDHOLDER NAME

CITY STATE ZIP ATTENDEE EMAIL (REQUIRED)

PHONE

Mastercard

Visa

EXPIRATION DATE

BILLING ZIP CODE

AUTHORIZED SIGNATURE ALTERNATE RECEIPT EMAIL ADDRESS

COURSE/EVENT NAME LOCATION DATE FEE

TOTAL DUE

Registration forms must be accompanied by payment. Those received without payment will NOT be processed. CANCELLATION POLICY Cancellations must be received in writing via mail or email (registration@cacm. org) prior to the course presentation. 90% of the course registration fee will be credited to the member’s account if the cancellation request is received at least two weeks prior to the course date. 50% will be credited to the member’s account if the cancellation request is received less than two weeks.

Please Note: The applied credit must be used within 1 calendar year from the date it is issued.

COURSE TRANSFER POLICY In the event a member has a conflict with an original course registration date, the registration for that course may be transferred to a future date for a $40 transfer fee. In addition, course registrations can only be transferred one time, and they must be done within the same calendar year.

NO SHOW FEE It is the Member’s responsibility to communicate with the CACM Education Team prior to the start of first course session should that member be unable to attend class. Failure to do so is considered a “no show” and will result in a $50 “no show” fee.

THREE EASY WAYS TO REGISTER 1. Online: www.cacm.org Online is the most expeditious way to register. Register through your member portal or from the calendar and pay with your credit card or debit card. Members must sign in to receive member discount. 2. Email this form to registration@cacm.org Complete this fillable registration form, scan and attach it to your email. 3. Mail to the CACM Office Complete the form with payment, send to; CACM 23461 South Pointe Dr., Ste.200 Laguna Hills, CA 92653

Please Note: In the unlikely event that this retake is not deemed as passing, the member will be required to retake the course and an additional registration fee will be incurred.

38 | cacm.org | 2024 CACM Professional Development Catalog

California Association of Community Managers, Inc. 23461 South Pointe Dr., Ste. 200, Laguna Hills, CA 92653 949.916.2226 | info@cacm.org | www.cacm.org