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Property Financials Seminar for Managers

Thursday, October 8, 2026
9:00 AM - 3:00 PM (EDT)

* Registration open until 10/1/26 at 11:30 PM (EDT)

Event Details

LIMITED SEATING AVAILABLE.

Cost: $159 Members | $259 Non-Members

Five (5) CAPS, CAM, CAS, CALP, CAMT continuing education credits

Financials should never be analyzed in fear. Participants of this session will leave satisfied that they're on a path toward the mastering of financial analysis and can take their newly acquired skills and knowledge back to their properties and portfolios with one motivation in mind. . . Show Me The Money

The onsite property manager has been counted upon to not only manage the resident experience but to enhance and grow the investment. Today's property managers work hand‐in‐hand with asset managers and often serve as asset managers themselves. Over the last 25 years, our industry has undergone an evolution, requiring property managers to be anything but conventional managers. 

During this session, participants will take a fast track ride through the standard property financial reports and learn how to dissect financial reports from beginning to end, with the end being impactful NOI and positive cash flow. Each attendee will also be provided with a one-sheet glossary of permanent financial terms and formulas to work on actual financial problems during this session.

At the end of this session participants will walk away with the following:

  • How to build financials from scratch
  • Properly appraise value on specific amenities and determine their impact on your investment
  • Understand specific calculations, including NOI, Expense Ratios, Net Rental Income Capitalization Rates (Cap), and more
  • Properly appraise expense values including how much YOU are truly
    worth to your properties
  • Report to your owners' positive progressions and/or negative variances
    with confidence and terminologies cooperative with managing someone’s investment
  • Questions and calculations to take home to continually enhance and
    build your confidence in property financial analysis

TAA's Cancellation Policy click here

For More Information:

Shawna Poteat
Shawna Poteat
M.Ed Education & Credentials Manager Triangle Apartment Association (919)782-1165

About your instructor

Katy Boone, CAM, CAPS, NAAEI Faculty, is a Property Manager with RMR Residential. She has worked in the apartment industry for over 17 years and relocated to North Carolina in 2012. Katy has experience with Class A, Lease Up, Mid Rise Buildings, Distressed Properties, and Property Rehab and Renovations.  She teaches NAA credential program classes for the TAA while also serving on various committees and boards.  Katy currently serves on Government Affairs at the state and local level, the TAA-PAC Board of Trustees, is a Membership Ambassador, and is currently serving as TAA’s 2025 Secretary on the TAA Board of Directors.  Recent accolades include being awarded Volunteer of the Year in 2022 and Property of the Year in 2024.  She is a graduate from Old Dominion University in Norfolk, VA, where she received her BA in Music and minor in Education

 

Brandon Negron, CAPS, NAAEI Faculty, has over 20 years of experience in investment, sales, multifamily, and single-family property management. He utilizes his expertise and experiences to mentor, educate, and consult with those looking to impact the multifamily and single-family real estate industries. He previously founded his own consulting and investment management entity. He is currently consulting with owners on various projects under development in the Southeast, including some innovative multifamily housing developments and state-of-the-art fitness facilities. He’s a passionate instructor and has taught a variety of courses for associations throughout the country for the last 15 years.