Asset Management Specialist Certificate Program: Ohio Edition
1/7/2025 - 1/8/2025
Description
Earn your Asset Management Specialist (AMS) certificate in 2025 in Columbus Ohio. We are excited to be partnering with Ohio Capital Corporation for Housing (OCCH) to offer all three courses in person.
The AMS is not only for asset managers, but for all professionals in the affordable housing industry looking to master the skills needed to ensure the double-bottom line of affordable housing – the financial sustainability of properties and portfolios, and the well-being of residents and their communities.
The three courses include:
1. Nuts and Bolts of Asset Management (AM121) is an interactive workshop for housing practitioners and board members, covering key asset management concepts, including financial and operational performance, property life stages, and mission-driven outcomes. Course date: January 7-8, 2025 | 9:00am - 5:00pm
2. Asset Management Fundamentals (AM290) is the second course in the AMS series. This class will ground you in the strategies of sound asset management through case studies and interactive exercises. The class covers, how to distinguish between property management and asset management, and identify where they overlap, property performance indicators, financial analysis techniques such as how to conduct reserve planning and capital needs assessments, the basics of Low-Income Housing Tax Credit deals, including partnership agreements, examine the triple bottom line and priorities that inform it and more! Course date: February 26-28 2025 | 9:00am- 5:00pm
3. Financial Fundamentals of Asset Management (AM291) is the final course in the Asset Management Specialist (AMS) certificate series. It covers essential real estate finance concepts, including cash flow maximization, debt management, audit analysis, property valuation, tax benefits, and financial trend analysis. Participants apply these skills through case studies, preparing them to assess financial health and make informed decisions. Course date: April 9-10, 2025 | 9:00am - 5:00pm
The courses need to be taken in sequence. If you can't make one of the in-person course dates but want to join one of them, you must have taken the perquisite course online and on-demand to join. You can also take the individual courses on-demand. For questions, email info@chamonline.org
Hear what folks who’ve taken our programs have to say:
“The CHAM curriculum takes you from just seeing the individual assets to seeing the portfolio as a whole and its overall impact on the organization. I now look at our portfolio in a more strategic manner, looking for opportunities, identifying weaknesses, and building up strengths.” – Katherine Fleming
“The knowledge and insight provided by these training sessions has really helped me step up into my new role as the Program Manager for Housing Development. Truly, credit goes to CHAM for their partnerships and training because without those my career wouldn’t have been possible. Again thank you!” - Brittany Winnier-Ociepka, Program Manager Housing Development, Penquis
Meet the Trainer
Jack Geary has over 40 years of affordable housing asset management and real estate development experience in the not for profit and public housing sectors, including 30 years as a trainer. Jack is a former public housing resident and is the retired Director of Operations for the Cambridge (MA) Housing Authority. Jack has served as Assistant Director of the San Francisco Housing Authority and held several management positions with the Boston Housing Authority. Jack has also served as Director of Urban Edge Property Management (Boston) and as Senior Financial Advisor for DC Housing Enterprises, the nonprofit development affiliate of the Washington DC Housing Authority.
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Early Bird Nuts & Bolts (AM121) Cost: $720
Early Bird closes: December 27, 2025
Nuts & Bolts (AM121) Regular Registration Cost: $800
Future Course Dates and Pricing:
AM Fundamentals (AM290) Regular Registration Cost: February 26-28, 2025 - $1,200
Financial Fundamentals of Asset Management (AM291) Regular Registration Cost: April 9-10, 2025 - $800
933 East Gay Street
Columbus, OH United States
The CPO Training Facility is directly behind CPO Management Offices, 910 E. Broad St.
Parking is available next to the building. There is additional parking on the streets surrounding the training facility: Gay, Miami, 17th.
9:00am - 5:00pm ET
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