2023 Education Catalog

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2023 CATALOG CACM PROFESSIONAL DEVELOPMENT CALIFORNIA-SPECIFIC EDUCATION FOR COMMUNITY ASSOCIATION PROFESSIONALS

CERTIFICATION PROGRAMS

Overview

Certified Community Association Manager (CCAM)

Specialty Certificate Programs

Master of Community Association Management (MCAM)

Community Association Financial Manager (CAFM)

PROFESSIONAL EDUCATION PLANNING GUIDE

COMMUNITY MANAGEMENT COURSES

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

CMM121-124 California Law Series

CMM130 Ethics for Community Managers

CMM200 Enhance Your Professional Presence

CMM220 Conflict Resolution for Community Managers

BOARD ADMINISTRATION COURSES

BDA220

BDA300

FINANCE COURSES

FIN200 Reserves – What, Why, How

FIN210 Assessment Collections

FIN220 Explaining Financial Statements

FIN300 Budgeting

FIN320 Strategic Financial Planning

INSURANCE COURSES

INS200 Insurance Principles

INS300 Advanced Insurance Principles

INS400 Risk Management in Community Associations

LEADERSHIP COURSES

LDR400 Human Resource Management

LDR500 Advanced Ethics: Leadership & Decision Making

LDR550 Ethics Mastery

SPECIALIZATION COURSES

SPC400 High Rise Community Management

SPC410 Large Scale Community Management

SPC420 Age-Restricted Active Adult Community Management

SPC430 Portfolio Management

SPC440 New Development Community Management

SPC450 Commercial and Industrial CID Management

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Effective Meeting & Election Tools
4 8 10 12
Fundamentals of Effective Governance TABLE OF CONTENTS
ADDITIONAL LEARNING OPPORTUNITIES & RESOURCES Request a Course Private Offerings Law Journal Exams Educational Events Tools and Resources Voice in Sacramento Course Schedule Course Registration Form Manager Member Application Form 12 14 15 16 18

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.

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

Certified Community Association Manager (CCAM)

Step one for professional community managers is to meet the requirements for initial certification by completing coursework and demonstrating understanding of statespecific legal requirements, Community Management best practices and professional ethics through work experience and examinations.

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 (CMM101CMM102)

• California Law Series (CMM121-CMM124)

• Ethics for Community Managers (CMM130)

3. Submit the CCAM application with the 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 CMM130 or LDR500 (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 CCAM Certification page at www.cacm.org.

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“Having the CACM certification has assisted me in getting my company additional business and opened up opportunities for me to work with my executive leaders in doing just that.
Some boards only want a manager for the certification that they hold, but for me, I strive for something different. With the communities that
STEP 1
I manage, I have their best interest at heart and want to maximize the value of their properties, and with my

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)

• Risk Management (INS400, prerequisites apply)

• One of the following Specialization courses:

• High Rise Community Management (SPC400)

• Large Scale Community Management (SPC410)

• Portfolio Management (SPC430)

• New Development Community Management (SPC440)

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.

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 accomplishment. It remains valid from the date it’s awarded, and no continuing education or maintenance fees are required.

“CACM certifications show our colleagues, employee teams, associations and board members that you are committed to the industry by continuing your education and being a part of the new standard — excellence. Our industry has evolved through the years, and CACM has taken the lead to develop new programming while polishing the traditional standard of training. Being part of CACM’s network provides us with so many opportunities for networking and inclusion with others who do what we do. There is a true sense of team and unification that makes us feel that we’re all in this together, which can make all the difference in a positive way. CACM provides the education that we all need.”

–Darren Shaw, CAMEx, MCAM-LS.AA Forms and FAQs can be accessed from the Specialty Certificate Program page at cacm.org.

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STEP 2

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 six 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 one CACM Ethics-related course, either CMM130 or LDR500 (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 MCAM Certification page at cacm.org.

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STEP 3

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)

• 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 CMM130 or LDR500 (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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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 22-30 to select your course dates.

3. Complete the Registration Form on page 32 and submit it with payment, 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:

Code Course Name CEUs

CMM101-102 The Basics of Association Management (BAM) SeriesCMM121-124 California Law Series -

CMM130 Ethics for Community Managers -

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

Code Course Name CEUs

CMM101-102 The Basics of Association Management (BAM) SeriesCMM121-124 California Law Series -

CMM130 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 CEUs

BDA220 Effective Meeting & Election Tools 4

CMM200 Enhance Your Professional Presence 4

CMM220 Conflict Resolution for Community Managers 4

FIN200 Reserves – What, Why, How 3

FIN210 Assessment Collections 4

FIN220 Explaining Financial Statements 6

INS200 Insurance Principles 3

300: ADVANCED COURSES

Recommended for CCAMs completing their second recertification cycle:

Code Course Name CEUs

BDA300 Fundamentals of Effective Governance 4

FIN300 Budgeting 3

FIN320 Strategic Financial Planning 4

INS300 Advanced Insurance Principles 3

400: SPECIALIZATION COURSES

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

Code Course Name CEUs

INS400 Risk Management in Community Associations 6

LDR400 Human Resource Management 7

SPC400 High Rise Community Management 16

SPC410 Large Scale Community Management 16

SPC420 Age-Restricted Active Adult Community Managemet 4

SPC430 Portfolio Management 16

SPC440 New Development Community Management 14

SPC450 Commercial & Industrial CID Management 6

500:

ETHICS REFRESHER COURSES

Courses for recertification of CCAM, CAFM and MCAM Certifications:

Code Course Name CEUs

LDR500 Advanced Ethics: Leadership & Decision Making 4

LDR550 Ethics Mastery 4

EVENTS

Earn CEUs through attendance at any CACM event:

Event Name CEUs

Northern California Law Seminar & Expo 8

Southern California Law Seminar & Expo 8

Executive Leadership Summit 6

Regional Forum Breakfast/Luncheons 2

High Rise/Large Scale Summits 6

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 1

Summer Law Journal Exam 1

Fall Law Journal Exam 1

Winter Law Journal Exam 1

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2023 CACM

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 22-30 to select your course dates.

D Complete the Registration Form on page 32 and submit it with payment, or register online.

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

CMM101-102

The Basics of Association Management (BAM)

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

Series (Modules I & II): Member $385 | Non-Member $650

Pages 22-30

CMM 121-124

California Law Series

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.

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

Series: Member $385 | Non-Member $650 Module II Only: Member $140 | Non-Member $262

Pages 22-30

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CMM130

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.

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 $185 | Non-Member $280

Pages 22-30

CMM200

Enhance Your Professional Presence

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

CMM220

Member $185 Non-Member $280 Pages 22-30

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.

4 CEUs 4 hours

Member $185 Non-Member $280 Pages 22-30

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Board Administration Courses

BDA220

Effective Meeting & Election Tools

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.

Who should take this course?

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

4 CEUs 4 hours

BDA300

Member $185 Non-Member $280 Pages 22-30

Finance Courses

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 $185 Non-Member $280 Pages 22-30

FIN200 Reserves – What, Why, How

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.

Who should take this course?

Community managers who advise their association boards on reserve funding.

3 CEUs 3 hours

FIN210 Assessment Collections

Member $185 Non-Member $280 Pages 22-30

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 $185 Non-Member $280 Pages 22-30

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FIN220

Explaining Financial Statements

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

FIN300

Budgeting

Member $235 Non-Member $403 Pages 22-30

FIN320 Strategic Financial Planning

Do you know how to determine if your association is in financial trouble? 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 $185 Non-Member $280 Pages 22-30

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.

3 CEUs 3 hours

Member $185 Non-Member $280 Pages 22-30

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Insurance Courses

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 $185 Non-Member $280 Pages 22-30

INS300

Advanced Insurance Principles

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 $185 Non-Member $280 Pages 22-30

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 6 hours

Member $235 Non-Member $403 Pages 22-30

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Leadership Courses

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

LDR500

Member $235 Non-Member $403 Pages 22-30

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.

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 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.

LDR550 Ethics Mastery

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 $185 Non-Member $280 Pages 22-30

4 CEUs 4 hours

Member $185 Non-Member $280 Pages 22-30

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Specialization Courses

SPC400

High Rise Community Management

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 CEUs 16 hours

SPC410

Member $450 Non-Member $870

Large Scale Community Management

Pages 22-30

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.

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 $450 Non-Member $870 Pages 22-30

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SPC420

Age-Restricted Active Adult Community Management

This course focuses on the unique management needs, legal considerations 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

SPC430

Portfolio Management

Member $185 Non-Member $280 Pages 22-30

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

SPC450

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 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 $450 Non-Member $870 Pages 22-30

Member $425 Non-Member $845 Pages 22-30

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 $235 Non-Member $403 Pages 22-30

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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!

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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 9-10, 2023

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

Executive Leadership Summit

SOUTHERN CALIFORNIA

Disneyland Hotel, Anaheim March 16-17, 2023

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

The Executive Leadership Summit offers thought-provoking topics with informative speakers and the chance to meet and mingle with prominent industry leaders. Join your peers for two days of learning, networking and idea-sharing with other CID industry executives.

Kona Kai Resort & Spa, San Diego May 4-5, 2023

CCAMs, CAFMs, and MCAMs earn 6 CEUs. Early Manager Member $499 Early Manager Non-Member $659

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

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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 Network

The CACM Career Network 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.

Publications

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.

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.

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CACM is your fierce advocate in Sacramento

Voice in Sacramento

CACM is your fierce advocate in Sacramento, working to impact policy on issues concerning California community associations. These efforts ensure that legislation affecting the day-to-day work of community managers and the industry as a whole is closely monitored and addressed in a way that reflects good legislation and public policy. 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 decision-making process.

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. Your efforts will play a major role in establishing and maintaining CACM’s position in Sacramento as the voice of reason on common interest development 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.

Legislative Updates

CACM plays a very active role in Sacramento by working diligently to impact policy on issues concerning California community associations. What does this mean for you? It ensures that legislation impacting your day-to-day work and the industry as a whole is closely monitored and addressed in a way that reflects your best interests as a community manager.

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.

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 in support of candidates whose political philosophies are consistent with the goals and objectives of CACM and our community manager members.

Consider making a contribution 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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2023 Course Schedule

JANUARY

1/3/2023 9:00 AM - 12:00 PM FIN200 Reserves - What, Why, How Zoom 3 CEUs $160 $224 1/4/2023 9:00 AM - 11:00 AM CMM101 Basics of Association Management Zoom CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650 1/5/2023 9:00 AM - 11:00 AM Basics of Association Management Session 2 of 8

1/10/2023 9:00 AM - 11:00 AM Basics of Association Management Session 3 of 8 1/11/2023 9:00 AM - 11:00 AM Basics of Association Management Session 4 of 8 1/17/2023 9:00 AM - 11:00 AM CMM102 Basics of Association Management Zoom CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650

1/18/2023 9:00 AM - 11:00 AM Basics of Association Management Session 6 of 8

1/24/2023 9:00 AM - 11:00 AM Basics of Association Management Session 7 of 8 1/25/2023 9:00 AM - 11:00 AM Basics of Association Management Session 8 of 8

1/10/2023 1:00 PM - 4:00 PM SPC430 Portfolio Management Session 1 of 6 Zoom 16 CEUs $450 $870 1/11/2023 1:00 PM - 3:30 PM Portfolio Management Session 2 of 6 1/17/2023 1:00 PM - 4:00 PM Portfolio Management Session 3 of 6 1/18/2023 1:00 PM - 3:30 PM Portfolio Management Session 4 of 6 1/24/2023 1:00 PM - 4:00 PM Portfolio Management Session 5 of 6 1/25/2023 1:00 PM - 3:30 PM Portfolio Management Session 6 of 6 1/12/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2 1/12/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

1/19/2023 9:00 AM - 12:00 PM INS200 Insurance Principles Zoom 3 CEUs $160 $224

1/26/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Leadership Zoom 4 CEUs $185 $280 & Decision Making Session 1 of 2 1/26/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2 1/31/2023 1:00 PM - 3:00 PM CMM101 Basics of Association Management Zoom N/A CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650

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

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COURSE MEMBER NON-MEMBER

COURSE

FEBRUARY

2/1/2023 1:00 PM - 3:00 PM

Basics of Association Management Session 2 of 8

2/2/2023 1:00 PM - 3:00 PM Basics of Association Management Session 3 of 8

2/14/2023 1:00 PM - 3:00 PM Basics of Association Management Session 4 of 8

2/15/2023 1:00 PM - 3:00 PM CMM102 Basics of Association Management Zoom N/A CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650

2/16/2023 1:00 PM - 3:00 PM Basics of Association Management Session 6 of 8

2/21/2023 1:00 PM - 3:00 PM Basics of Association Management Session 7 of 8

2/23/2023 1:00 PM - 3:00 PM Basics of Association Management Session 8 of 8

2/1/2023 9:00 AM - 11:00 AM FIN320 Strategic Financial Planning Zoom 4 CEUs $185 $280 Session 1 of 2

2/15/2023 9:00 AM - 11:00 AM Strategic Financial Planning Session 2 of 2

2/2/2023 9:00 AM - 12:00 PM LDR400 Human Resource Management Zoom 7 CEUs $235 $403 Session 1 of 3

2/16/2023 9:00 AM - 12:00 PM Human Resource Management Session 2 of 3

2/23/2023 9:00 AM - 12:00 PM Human Resource Management Session 3 of 3

2/8/2023 12:30 PM - 4:30 PM LDR500 Ethics Mastery 2023 Oakland 4 CEUs $175 $270 2/8/2023 12:30 PM - 4:30 PM LDR550 Advanced Ethics: Leadership & Oakland 4 CEUs $175 $270 Decision Making

2/28/2023 1:00 PM - 3:00 PM FIN300 Budgeting Session 1 of 2 Zoom 4 CEUs $185 $280

MARCH

3/1/2023 1:00 PM - 3:00 PM Budgeting Session 2 of 2

3/2/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2

3/2/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

3/7/2023 1:00 PM - 3:00 PM CMM200 Enhance Your Professional Presence Zoom 4 CEUs $185 $280 Session 1 of 2

3/9/2023 1:00 PM - 3:00 PM Enhance Your Professional Presence Session 2 of 2

3/14/2023 1:00 PM - 4:00 PM SPC440 New Development Community Zoom 14 CEUs $425 $845 Management Session 1 of 6

3/21/2023 1:00 PM - 3:30 PM New Development Community Management Session 2 of 6 3/23/2023 1:00 PM - 4:00 PM New Development Community Management Session 3 of 6

3/28/2023 1:00 PM - 3:30 PM New Development Community Management Session 4 of 6

3/29/2023 1:00 PM - 4:00 PM New Development Community Management Session 5 of 6 4/4/2023 1:00 PM - 4:00 PM New Development Community Management Session 6 of 6

3/15/2023 12:30 PM - 4:30 PM LDR500 Ethics Mastery Anaheim 4 CEUs $175 $270 3/15/2023 12:30 PM - 4:30 PM LDR550 Advanced Ethics: Leadership & Anaheim 4 CEUs $175 $270 Decision Making

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

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2023 CACM
MEMBER NON-MEMBER

3/21/2023 9:00 AM - 11:00 AM CMM220 Conflict Resolution for Community Zoom 4 CEUs $185 $280 Managers Session 1 of 2

3/23/2023 9:00 AM - 11:00 AM Conflict Resolution for Community Managers Session 2 of 2

3/28/2023 9:00 AM - 11:00 AM BDA300 Fundamentals of Effective Zoom 4 CEUs $185 $280 Governance Session 1 of 2

3/29/2023 9:00 AM - 11:00 AM Fundamentals of Effective Governance Session 2 of 2

3/30/2023 9:00 AM - 11:00 AM CMM101 Basics of Association Zoom N/A CMM101 Only: Management Session 1 of 8 $192.50 $325 Entire Series: $385 $650

4/4/2023 9:00 AM - 11:00 AM Basics of Association Management Session 2 of 8 4/11/2023 9:00 AM - 11:00 AM Basics of Association Management Session 3 of 8

4/12/2023 9:00 AM - 11:00 AM Basics of Association Management Session 4 of 8 4/25/2023 9:00 AM - 11:00 AM CMM102 Basics of Association Zoom N/A CMM102 Only: Management Session 5 of 8 $192.50 $325 Entire Series: $385 $650

4/26/2023 9:00 AM - 11:00 AM Basics of Association Management Session 6 of 8 5/9/2023 9:00 AM - 11:00 AM Basics of Association Management Session 7 of 8 5/10/2023 9:00 AM - 11:00 AM Basics of Association Management Session 8 of 8 4/5/2023 9:00 AM - 11:00 AM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650

4/6/2023 9:00 AM - 11:00 AM California Law Session 2 of 8 4/18/2023 9:00 AM - 11:00 AM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

4/19/2023 9:00 AM - 11:00 AM California Law Session 4 of 8 5/2/2023 9:00 AM - 11:00 AM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650

5/3/2023 9:00 AM - 11:00 AM California Law Session 6 of 8 5/16/2023 9:00 AM - 11:00 AM CMM123 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650

5/17/2023 9:00 AM - 11:00 AM California Law Session 8 of 8 4/11/2023 1:00 PM - 3:00 PM SPC450 Commercial & Industrial CID 3 Zoom 6 CEUs $235 $403 Management Session 1 of 3 4/18/2023 1:00 PM - 3:00 PM Commercial & Industrial CID Management Session 2 of 3 4/25/2023 1:00 PM - 3:00 PM Commercial & Industrial CID Management Session 3 of 3 4/12/2023 1:00 PM - 3:00 PM FIN220 Explaining Financial Statements Zoom 6 CEUs $235 $403 Session 1 of 3

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

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MARCH
MEMBER NON-MEMBER 2023 Course
APRIL COURSE
Schedule

4/19/2023 1:00 PM - 3:00 PM Explaining Financial Statements Session 2 of 3

4/26/2023 1:00 PM - 3:00 PM Explaining Financial Statements Session 3 of 3

4/13/2023 9:00 AM - 11:00 AM LDR550 Ethics Mastery Session 1 of 2 Zoom 4 CEUs $185 $280 4/13/2023 1:00 PM - 3:00 PM Ethics Mastery Session 2 of 2 4/20/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Zoom 4 CEUs $185 $280 Leadership & Decision Making Session 1 of 2

4/20/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2

MAY

5/2/2023 1:00 PM - 4:00 PM INS400 Risk Management Session 1 of 2 Zoom 6 CEUs $235 $403 5/3/2023 1:00 PM - 4:00 PM Risk Management Session 2 of 2

5/4/2023 9:00 AM - 11:00 AM LDR550 Ethics Mastery Session 1 of 2 Zoom 4 CEUs $185 $280 5/4/2023 1:00 PM - 3:00 PM Ethics Mastery Session 2 of 2

5/11/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Zoom N/A $185 $280 Community Managers Session 1 of 2 5/11/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2 5/16/2023 1:00 PM - 3:00 PM SPC420 Age Restricted Active Adult Zoom 4 CEUs $185 $280 Community Management Session 1 of 2

5/17/2023 1:00 PM - 4:00 PM Age Restricted Active Adult Community Management Session 2 of 2

5/18/2023 1:00 PM - 3:00 PM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650

5/22/2023 1:00 PM - 3:00 PM California Law Session 2 of 8 5/23/2023 1:00 PM - 3:00 PM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

5/24/2023 1:00 PM - 3:00 PM California Law Session 4 of 8 5/25/2023 1:00 PM - 3:00 PM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650

5/30/2023 1:00 PM - 3:00 PM California Law Session 6 of 8 5/31/2023 1:00 PM - 3:00 PM CMM124 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650

6/1/2023 1:00 PM - 3:00 PM California Law Session 8 of 8

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APRIL
COURSE MEMBER NON-MEMBER 2023 Course Schedule SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

6/5/2023 1:00 PM - 4:00 PM SPC400 High Rise Community Zoom 16 CEUs $450 $870 Management Session 1 of 6

6/6/2023 1:00 PM - 3:30 PM High Rise Community Management Session 2 of 6

6/7/2023 1:00 PM - 4:00 PM High Rise Community Management Session 3 of 6 6/12/2023 1:00 PM - 3:30 PM High Rise Community Management Session 4 of 6 6/13/2023 1:00 PM - 4:00 PM High Rise Community Management Session 5 of 6

6/14/2023 1:00 PM - 4:00 PM High Rise Community Management Session 6 of 6 6/8/2023 9:00 AM - 12:00 PM INS300 Advanced Insurance Principles Zoom 4 CEUs $160 $224 6/15/2023 9:00 AM - 11:00 AM FIN210 Assessment Collections Zoom 4 CEUs $185 $280 Session 1 of 2

6/16/2023 9:00 AM - 11:00 AM Assessment Collections Session 2 of 2

6/20/2023 1:00 PM - 3:00 PM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650

6/21/2023 1:00 PM - 3:00 PM California Law Session 2 of 8 6/26/2023 1:00 PM - 3:00 PM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

6/27/2023 1:00 PM - 3:00 PM California Law Session 4 of 8 6/28/2023 1:00 PM - 3:00 PM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650 6/29/2023 1:00 PM - 3:00 PM California Law Session 6 of 8 7/5/2023 1:00 PM - 3:00 PM CMM124 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650

7/6/2023 1:00 PM - 3:00 PM California Law Session 8 of 8 6/22/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2 6/22/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

6/27/2023 9:00 AM - 11:00 AM CMM101 Basics of Association Management Zoom N/A CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650

6/28/2023 9:00 AM - 11:00 AM

6/29/2023 9:00 AM - 11:00 AM

7/6/2023 9:00 AM - 11:00 AM

Basics of Association Management Session 2 of 8

Basics of Association Management Session 3 of 8

Basics of Association Management Session 4 of 8

7/11/2023 9:00 AM - 11:00 AM CMM102 Basics of Association Management Zoom N/A CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650

7/12/2023 9:00 AM - 11:00 AM

Basics of Association Management Session 6 of 8

7/18/2023 9:00 AM - 11:00 AM Basics of Association Management Session 7 of 8

7/19/2023 9:00 AM - 11:00 AM

Basics of Association Management Session 8 of 8

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JUNE
MEMBER NON-MEMBER 2023 Course
SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.
COURSE
Schedule

7/11/2023 1:00 PM - 3:30 PM SPC410 Large Scale Community Zoom 16 CEUs $450 $870 Management Session 1 of 6

7/12/2023 1:00 PM - 3:30 PM Large Scale Community Management Session 2 of 6

7/18/2023 1:00 PM - 3:30 PM

Large Scale Community Management Session 3 of 6

7/19/2023 1:00 PM - 3:30 PM Large Scale Community Management Session 4 of 6

7/25/2023 1:00 PM - 3:30 PM Large Scale Community Management Session 5 of 6

7/26/2023 1:00 PM - 3:30 PM Large Scale Community Management Session 6 of 6

7/13/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Leadership & Zoom 4 CEUs $185 $280 Decision Making Session 1 of 2

7/13/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2

7/20/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2

7/20/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

7/25/2023 9:00 AM - 11:00 AM CMM220 Conflict Resolution for Community Zoom 4 CEUs $185 $280 Managers Session 1 of 2

7/26/2023 9:00 AM - 11:00 AM Conflict Resolution for Community Managers Session 2 of 2

7/31/2023 1:00 PM - 3:00 PM CMM101 Basics of Association Management Zoom N/A CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650

8/1/2023 1:00 PM - 3:00 PM Basics of Association Management Session 2 of 8

8/7/2023 1:00 PM - 3:00 PM Basics of Association Management Session 3 of 8

8/8/2023 1:00 PM - 3:00 PM Basics of Association Management Session 4 of 8

8/14/2023 1:00 PM - 3:00 PM CMM102 Basics of Association Management Zoom N/A CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650

8/15/2023 1:00 PM - 3:00 PM Basics of Association Management Session 6 of 8

8/21/2023 1:00 PM - 3:00 PM Basics of Association Management Session 7 of 8

8/22/2023 1:00 PM - 3:00 PM Basics of Association Management Session 8 of 8

8/1/2023 9:00 AM - 11:00 AM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650

8/2/2023 9:00 AM - 11:00 AM California Law Session 2 of 8 8/8/2023 9:00 AM - 11:00 AM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

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JULY
MEMBER NON-MEMBER 2023 Course Schedule SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.
COURSE
AUGUST

AUGUST

8/9/2023 9:00 AM - 11:00 AM California Law Session 4 of 8 8/15/2023 9:00 AM - 11:00 AM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650

8/16/2023 9:00 AM - 11:00 AM California Law Session 6 of 8 8/22/2023 9:00 AM - 11:00 AM CMM124 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650 8/23/2023 9:00 AM - 11:00 AM California Law Session 8 of 8 8/2/2023 1:00 PM - 3:00 PM FIN300 Budgeting Session 1 of 2 Zoom 4 CEUs $185 $280 8/9/2023 1:00 PM - 3:00 PM Budgeting Session 2 of 2 8/3/2023 9:00 AM - 12:00 PM FIN200 Reserves - What, Why, How Zoom 3 CEUs $160 $224 8/10/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2 8/10/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2 8/16/2023 1:00 PM - 3:00 PM BDA300 Fundamentals of Effective Zoom 4 CEUs $185 $280 Governance Session 1 of 2

8/23/2023 1:00 PM - 3:00 PM Fundamentals of Effective Governance Session 2 of 2 8/17/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Leadership & Zoom 4 CEUs $185 $280 Decision Making Session 1 of 2 8/17/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2 8/24/2023 9:00 AM - 11:00 AM LDR550 Ethics Mastery Session 1 of 2 Zoom 4 CEUs $185 $280 8/24/2023 1:00 PM - 3:00 PM Ethics Mastery Session 2 of 2 8/29/2023 9:00 AM - 11:00 AM BDA220 Effective Meetings & Election Tools Zoom 4 CEUs $185 $280 Session 1 of 2

8/30/2023 9:00 AM - 11:00 AM Effective Meetings & Election Tools Session 2 of 2 8/29/2023 1:00 PM - 3:00 PM FIN320 Strategic Financial Planning Zoom 4 CEUs $185 $280 Session 1 of 2 8/30/2023 1:00 PM - 3:00 PM Strategic Financial Planning Session 2 of 2 8/31/2023 9:00 AM - 12:00 PM INS200 Insurance Principles Zoom 3 CEUs $160 $224

SEPTEMBER

9/5/2023 1:00 PM - 3:00 PM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650

9/6/2023 1:00 PM - 3:00 PM California Law Session 2 of 8 9/7/2023 1:00 PM - 3:00 PM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

9/12/2023 1:00 PM - 3:00 PM California Law Session 4 of 8 9/13/2023 1:00 PM - 3:00 PM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650

9/14/2023 1:00 PM - 3:00 PM California Law Session 6 of 8 9/19/2023 1:00 PM - 3:00 PM CMM124 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650

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COURSE MEMBER NON-MEMBER 2023 Course Schedule
SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

SEPTEMBER

9/6/2023 9:00 AM - 11:00 AM CMM101 Basics of Association Management Zoom N/A CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650

9/7/2023 9:00 AM - 11:00 AM Basics of Association Management Session 2 of 8

9/12/2023 9:00 AM - 11:00 AM Basics of Association Management Session 3 of 8

9/13/2023 9:00 AM - 11:00 AM Basics of Association Management Session 4 of 8

9/19/2023 9:00 AM - 11:00 AM CMM102 Basics of Association Management Zoom N/A CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650

9/20/2023 9:00 AM - 11:00 AM Basics of Association Management Session 6 of 8

9/26/2023 9:00 AM - 11:00 AM Basics of Association Management Session 7 of 8

9/27/2023 9:00 AM - 11:00 AM Basics of Association Management Session 8 of 8

9/21/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2

9/21/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

9/28/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Leadership & Zoom 4 CEUs $185 $280 Decision Making Session 1 of 2 9/28/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2

OCTOBER

10/3/2023 9:00 AM - 12:00 PM LDR400 Human Resource Management Zoom 7 CEUs $235 $403 Session 1 of 3 10/10/2023 9:00 AM - 12:00 PM Human Resource Management Session 2 or 3

10/17/2023 9:00 AM - 12:00 PM Human Resource Management Session 3 of 3 10/3/2023 1:00 PM - 3:00 PM CMM220 Conflict Resolution for Community Zoom 4 CEUs $185 $280 Managers Session 1 of 2 10/10/2023 1:00 PM - 3:00 PM Conflict Resolution for Community Managers Session 2 of 2 10/4/2023 9:00 AM - 12:00 PM INS400 Risk Management Session 1 of 2 Zoom 6 CEUs $235 $403 10/11/2023 9:00 AM - 12:00 PM Risk Management Session 2 of 2 10/5/2023 9:00 AM - 12:00 PM INS300 Advanced Insurance Principles Zoom 3 CEUs $160 $224 10/17/2023 1:00 PM - 3:00 PM (TBD) Lifestyles Session 1 of 2 Zoom 4 CEUs $185 $280 10/18/2023 1:00 PM - 3:00 PM Lifestyles Session 2 of 2 10/18/2023 9:00 AM - 11:00 AM FIN210 Assessment Collections Zoom 4 CEUs $185 $280 Session 1 of 2 10/19/2023 9:00 AM - 11:00 AM Assessment Collections Session 2 of 2

10/24/2023 9:00 AM - 11:00 AM CMM121 California Law Session 1 of 8 Zoom N/A CMM121 Only: $96.25 $162.50 Entire Series: $385 $650 10/25/2023 9:00 AM - 11:00 AM California Law Session 2 of 8 11/1/2023 9:00 AM - 11:00 AM CMM122 California Law Session 3 of 8 Zoom N/A CMM122 Only: $96.25 $162.50 Entire Series: $385 $650

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COURSE MEMBER NON-MEMBER 2023 Course Schedule
SCHEDULING CHANGES MAY OCCUR DUE TO UNEXPECTED CIRCUMSTANCES. VIEW THE ONLINE CALENDAR AT CACM.ORG FOR UP-TO-DATE INFORMATION.

OCTOBER

11/2/2023 9:00 AM - 11:00 AM California Law Session 4 of 8 11/8/2023 9:00 AM - 11:00 AM CMM123 California Law Session 5 of 8 Zoom N/A CMM123 Only: $96.25 $162.50 Entire Series: $385 $650

NOVEMBER

11/9/2023 9:00 AM - 11:00 AM California Law Session 6 of 8 11/15/2023 9:00 AM - 11:00 AM CMM124 California Law Session 7 of 8 Zoom N/A CMM124 Only: $96.25 $162.50 Entire Series: $385 $650 11/16/2023 9:00 AM - 11:00 AM California Law Session 8 of 8 10/24/2023 1:00 PM - 3:00 PM CMM101 Basics of Association Management Zoom N/A CMM101 Only: Session 1 of 8 $192.50 $325 Entire Series: $385 $650 10/25/2023 1:00 PM - 3:00 PM Basics of Association Management Session 2 of 8 11/1/2023 1:00 PM - 3:00 PM Basics of Association Management Session 3 of 8 11/2/2023 1:00 PM - 3:00 PM Basics of Association Management Session 4 of 8 11/8/2023 1:00 PM - 3:00 PM CMM102 Basics of Association Management Zoom N/A CMM102 Only: Session 5 of 8 $192.50 $325 Entire Series: $385 $650 11/9/2023 1:00 PM - 3:00 PM Basics of Association Management Session 6 of 8 11/15/2023 1:00 PM - 3:00 PM Basics of Association Management Session 7 of 8 11/16/2023 1:00 PM - 3:00 PM Basics of Association Management Session 8 of 8 10/26/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2 10/26/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2 11/28/2023 1:00 PM - 3:00 PM FIN220 Explaining Financial Statements Zoom 6 CEUs $235 $403 Session 1 of 3 12/5/2023 1:00 PM - 3:00 PM Explaining Financial Statements Session 2 of 3 12/12/2023 1:00 PM - 3:00 PM Explaining Financial Statements Session 3 of 3 11/30/2023 9:00 AM - 11:00 AM CMM130 Foundational Ethics for Community Zoom N/A $185 $280 Managers Session 1 of 2 11/30/2023 1:00 PM - 3:00 PM Foundational Ethics for Community Managers Session 2 of 2

DECEMBER

12/7/2023 9:00 AM - 11:00 AM LDR500 Advanced Ethics: Leadership & Zoom 4 CEUs $185 $280 Decision Making Session 1 of 2 12/7/2023 1:00 PM - 3:00 PM Advanced Ethics: Leadership & Decision Making Session 2 of 2 12/12/2023 9:00 AM - 11:00 AM CMM200 Enhance Your Professional Presence Zoom 4 CEUs $185 $280 Session 1 of 2 12/13/2023 9:00 AM - 11:00 AM Enhance Your Professional Presence Session 2 of 2 12/14/2023 9:00 AM - 11:00 AM LDR550 Ethics Mastery Session 1 of 2 Zoom 4 CEUs $185 $280 12/14/2023 1:00 PM - 3:00 PM Ethics Mastery Session 2 of 2

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

30 | cacm.org | 2023 CACM Professional Development Catalog
COURSE MEMBER NON-MEMBER 2023 Course Schedule

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 MANAGER TYPE

PLEASE FILL IN ALL FIELDS BELOW (* indicates mandatory fields)

MEMBER PROFILE*

FIRST* MI LAST* INFORMAL/NICKNAME TITLE*

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

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.

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 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

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.org | 2023 CACM Professional

Development Catalog | 31
Plus $635 How many communities do you manage? What are your professional goals? Portfolio Large Scale High Rise New Development Financial Age-Restricted Active Adult Commercial/Mixed Use
Pro $235 Pro

CACM REGISTRATION FORM FOR MANAGEMENT PROFESSIONALS

PLEASE CHECK: 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.

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.

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.

PLEASE FILL IN ALL FIELDS BELOW (* indicates mandatory fields)

COMPANY NAME

ATTENDEE NAME* STREET ADDRESS*

ADDRESS LINE 2 CITY* STATE* ZIP/POSTAL CODE* COUNTRY PHONE* --

ATTENDEE EMAIL*

PAYMENT METHOD (please check one)

Amex Discover Mastercard Visa

Please email a credit card receipt to: Alternate Receipt Email Address: CARD NUMBER CVV

EXPIRATION DATE

CARDHOLDER NAME (PRINT CLEARLY)

AUTHORIZED SIGNATURE

COURSE/EVENT NAME

BILLING ZIP CODE

LOCATION DATE FEE

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

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Member Non-Member