This free, 2.5-hour course provides property managers with essential knowledge about their administrative and fiduciary responsibilities under Oregon Revised Statute 696 and Oregon Administrative Rule 863.
You'll learn what clients' trust accounts are and why they matter as well as your obligations regarding monthly reconciliation and recordkeeping through practical examples and case studies. The course also covers clients' trust account reviews, compliance requirements, and common issues that arise during clients' trust account reviews.
Your instructor is Liz Hayes, Compliance Division Manager for the Oregon Real Estate Agency. With over eight years at the Agency and 12 years of prior experience as a licensed broker specializing in property management and bookkeeping, Liz brings practical expertise in trust account management and regulatory compliance.
Licensees who successfully complete this course will earn 2.5 hours of continuing education credit toward their license renewal requirements.
Space is limited -- Register for a session today!
Important Note:
This course covers the minimum obligations as required by ORS 696 and OAR 863. Your company may have additional requirements beyond what is discussed. The instructor cannot provide legal guidance during this course.
Class Dates