Great Information! •••••• Great Resource! ••••••• Great Seminar!
The Oregon Rental Housing Association Presents
Property Management and Reconciliation Requirements
- with Liz Hayes, Compliance Division Manager at the Oregon Real Estate Agency -
September 09, 2024 | 01:00 PM - 3:00 PM Pacific Time | Virtual Attendance ONLY
IMPORTANT: Please read this advertisement in full – Important details are enclosed.
Online Admission is $60.00 per person (price includes emailed course materials)
NO REFUNDS | NO SAME DAY REGISTRATION
2 – Continuing Education Credits are available at an additional cost of $15.00
(2 – credit hours available – REGISTER WITH YOUR LICENSE NUMBER – SIGN IN REQUIRED)
Online Registration ONLY | Registration Deadline: Wednesday 09/04/2024 4:30 PM Pacific Time
Course materials and course attendance link will be emailed the morning of the event.
The replay of the Webinar will be available for 30-days – This email will be sent out within two weeks of the class. To receive CE credits, you must sign in at the beginning, middle, and end of the live webinar. CE Credits cannot be given if you do not attend the live presentation and just watch the webinar. CE Credits will be emailed within two weeks of the class.
Instructor: Liz Hayes
Liz Hayes serves as the Compliance Division Manager at the Oregon Real Estate Agency. She has been with the Agency for nearly eight years, beginning her tenure in the Licensing and Education Division before transitioning to the Regulations Division, where she spent over two years as an investigator. In 2021, she was appointed to lead the newly established Compliance Division. Liz possesses a comprehensive knowledge of Agency rules and statutes, with particular expertise in property management and accounting requirements.
Prior to her tenure at the Agency, she held a broker license for 12 years, working at a brokerage that specialized in new construction and managed both single and multifamily properties. In this role, she worked with property owners, tenants, and vendors, and managed the brokerage’s bookkeeping, including monthly reconciliations.
Class Outline:
Property Management and Reconciliation Requirements
This course is intended for licensed Oregon property managers. Once complete, the licensee will have a better understanding of their administrative and fiduciary responsibilities as described in Oregon Revised Statute 696 and Oregon Administrative Rule 863. This two hour class will cover:
1. What are Clients' Trust Accounts
a. Why are they important?
b. Your Fiduciary Responsibilities
2. Monthly Reconciliation
a. Required Records
b. Examples and Practice
3. Mandatory Clients' Trust Account Reviews
a. Process: Start to Finish
4. Staying Out of Trouble
a. Investigations
b. Case Studies (Time Permitting)
Note: Instructor cannot provide any legal guidance. Course material covers the requirements of ORS 696 and OAR 863 and are the minimum licensee obligations. Your company may have additional requirements outside of the minimum requirements discussed.
Register online and watch at your own home or work computer, even your phone. Chat box will allow you to ask questions directly to the instructor and to sign in each hour for the CE requirements. Camera and Microphone will be disabled for all participants.
To receive CE credits you must sign-in at the beginning of the webinar and at intervals throughout the class and at the end. Contact the ORHA Office with questions at Office@OregonRentalHousing.com
