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Financial Mastery

Financial Mastery

Basics of Analysis & Property Performance Optimization for Managers

Thursday, May 16, 2024
9:00 AM - 4:00 PM (EDT)
66 Seats Remaining

Event Details


9 a.m. - 12 p.m.

Financial Fundamentals: Mastering the Basics of Financial Analysis

Unlock the mysteries of financial statements and gain valuable insights into the world of financial analysis with our comprehensive seminar, designed for both newcomers and industry professionals, including assistant property managers and/or new and aspiring property managers.

This three-hour seminar aims to equip you with the essential knowledge and skills to read, interpret and understand financial statements effectively.

  • Learn the Lingo: Build a solid foundation for interpreting and discussing financial information effectively by familiarizing yourself with the fundamental terminology used in financial statements, such as assets, liabilities, equity, revenue, expenses, net income, operating cash flow, etc.

  • Understanding the Components: Learn to identify and comprehend the key elements of financial statements, including balance sheets, income statements and cash flow statements. 

  • Analyzing Performance: Review methods to analyze financial ratios and metrics to examine a property’s financial health and performance. 

  • Interpreting Financial Data: Gain insights into the significance of financial trends, allowing you to make informed decisions and identify potential risks.

  • Financial Statement Utilization: Discover how financial statements aid in the decision-making process for investors, creditors, and other stakeholders.

  • Real-world Applications: Apply the knowledge gained to practical scenarios, enabling you to confidently navigate financial reports in your professional endeavors. 


1 p.m. – 4 p.m.

Advanced Financial Management: Optimizing Property Performance for Managers

Ready to take your financial management skills to the next level? Join us for an insightful seminar geared towards onsite managers and regional property managers.

This three-hour seminar will delve into advanced financial techniques, variance reporting, budgeting strategies, proforma creation and more, providing you with the tools to elevate your property's performance.

  • Valuable Variance Reporting: Explore how to identify, interpret and utilize variance reports to track and manage financial performance effectively.

  • Budgeting Best Practices: Discuss the art of budgeting and learn how to set realistic financial goals and allocate resources efficiently.

  • Creating Proformas: Examine the skills to construct accurate proforma statements, enabling you to forecast future financial outcomes.

  • Performance Optimization: Discover practical methods to enhance property performance by leveraging financial insights and data.

  • Detecting and Resolving Negative Trends: Develop the skills to recognize negative trends in financial performance, such as declining revenues, increasing expenses, or cash flow issues. Explore effective strategies for problem-solving and making data-driven decisions to address these challenges and optimize property performance.

  • Collaborative Review: Learn the importance of involving the entire team in the budget review process and understand how to conduct more frequent and focused budget reviews with key individuals. Discuss the benefits of obtaining diverse perspectives and insights to ensure a comprehensive and accurate budget.

  • Leveraging Technology: Explore the capabilities of property management software for generating valuable business intelligence, including financial analytics, performance metrics and forecasting data.


Please note that lunch is not included in your registration rate. An hour break is scheduled at noon. For those attending the full day session, you may bring your own brown bag lunch or opt to purchase your own lunch at these establishments near by:

Lunch Options Near By

Sponsored By:

Bundle Rate SAVE $30!
(Morning and Afternoon)
Member Non Member
Ends Apr 7
$100 n/a
Ends May 5
$150 n/a
Ends May 15
$200 n/a
Onsite $250 n/a
One Session
(Morning or Afternoon)
Member Non Member
Ends Apr 7
$65 $85
Ends May 5
$90 $115
Ends May 15
$115 $145
Onsite $140 $175


Jennifer Sutter, ARM, Acento Real Estate Partners' Executive Vice President since 2022, boasts a property management career starting in 1995, showcasing extensive experience and dedication to multi-family property management. With a diverse portfolio covering conventional and tax credit properties, as well as both owner and third-party management, Jennifer excels in workforce housing and has a proven record of successfully repositioning distressed assets.

Before joining Acento, Jennifer held leadership roles at The Donaldson Group, Harbor Group and Fairfield Management, spanning Asset Management, Property Management and Operations. Her commitment to excellence is evident through professional certifications, including the Accredited Residential Manager designation from IREM, Licensed Property Manager status in the District of Columbia and National Compliance Professional Certification.

Active in industry associations, Jennifer is a member of IREM and the Property Management Association, contributing as an engaged participant. With her wealth of experience and dedication, Jennifer continues to be a driving force in the field of multi-family property management.