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Education / Events

  • Dates, locations & instructors are subject to change.
  • Interested attendees are encouraged to register early as we reserve the right to cancel any program due to low attendance.
  • For information on the new AQB (Appraiser Qualifications Board) Requirements that went into effect on January 1, 2008 visit www.appraisalfoundation.org.
Looking Ahead
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
17 - 18
Location: University of Phoenix, Oakland

Only scheduled West Coast offering of this course for 2017!

Instructor(s):  Kerry M. Jorgensen, MAI

Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets provides the theoretical and analytical framework for separating the tangible and intangible assets of real estate centric businesses. Through discussion, lecture, readings, and case studies, participants will apply the theory of the firm and the concept of economic profit to the solution of problems and case studies related to ad valorem taxation, eminent domain, loan underwriting, and transaction price allocation.

An overview of business valuation procedures and clarification of real estate and business valuation terminology will be provided so participants become familiar with the terminology relevant to separating asset values. The class will review the legal foundations for property rights, be introduced to the methodologies, and become aware of the controversial and unresolved issues in this field. Finally, participants will learn about allocating real estate, personal property, and intangible asset values.

Note. Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets contains diverse opinions regarding appraisal theory and applications. Neither this course nor the Appraisal Institute advocates a particular theory or method. Rather, each appraiser must come to his or her own conclusion based on the property type, local market customs, and scope of work.

Go Green and SAVE an EXTRA $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

Register by 6/30 and Save up to $125!
AI Designated Members, Candidates for Designation & Affiliates - $440
Standard / Non-AI - $540

Register after 6/30
AI Designated Members, Candidates for Designation & Affiliates - $465
Standard / Non-AI - $565

Board of Directors Meeting
Jul
20
Location: via Conference Call
Course: Condemnation - Principles and Applications
Aug
2 - 4
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Stephen D. Roach, MAI, SRA, AI-GRS

Gain an understanding of the eminent domain process, rules and regulations governing condemnation appraisals, and important issues unique to this appraisal specialty. Acquire the tools to address issues such as the valuation rules used by different jurisdictions, identification and valuation of the larger parcel, and the estimation of damages and benefits. Examine advanced applications of appraisal techniques and problem-solving in condemnation cases. Participants will discover how courts view various appraisal methodologies. Case studies are presented to reinforce the application of condemnation appraisal principles.

Note. This 3-day course combines the previous basic and advanced condemnation courses: Condemnation Appraising: Basic Principles & Applications and Condemnation Appraising: Advanced Principles & Applications.

Go Green and SAVE an EXTRA $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

Register by 6/30 and Save up to $125!
AI Designated Members, Candidates for Designation & Affiliates - $475
Standard / Non-AI - $575

Register after 6/30
AI Designated Members, Candidates for Designation & Affiliates - $500
Standard / Non-AI - $600

Residential Symposium: All Day. All Residential.
Aug
4
Location: Holiday Inn, Dublin

All Day. All Residential.

It's back!  Building on the continued success of last year's Residential Symposium, our in-the-know panelists will share meaningful tools and tips that attendees can use to prosper and grow their businesses in today's ever-changing real estate environment:

  • Training Appraisers / Industry Framework for Acceptance
  • Statistical Analysis
  • The Sharing Economy for the Appraisal Industry
  • Non-Lender Work for Appraisers

Panelists include
Michael Simmons - Founder and Executive Vice President, AXIS Appraisal Management
George Dell, MAI, SRA, ASA - Valumetrics.info
Bruce Hahn, MAI, SRA, ASA - Landmark Valuation
Danny Wiley, SRA - Service Links
Additonal panelists to be announced

BEST VALUE RATE: Register by June 30 and Save up to $60!
AI Designated Members, Candidates for Designation & Affiliates - $190
Standard / Non-AI - $190

Register by 7/21
AI Designated Members, Candidates for Designation & Affiliates - $210
Standard / Non-AI - $230

Register after 7/21
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $250

Become a Symposium Sponsor - Benefits & Details

North Bay Branch Chapter Workshop and Networking Social: What's Up with North Bay Real Estate 2017 and Beyond?"
Sep
7
Location: American AgCredit, Santa Rosa
Sierra Branch Chapter Hands-On Workshop "Zero Net Energy Home Building"
Sep
9
Location: Stockton

A unique partnership with Habitat for Humanity!

This fall 2017, the Appraisal Institute Northern California Chapter will have the rare opportunity to participate in a hands-on training event combined with community service.  The Stockton California Habitat for Humanity is currently in the process of building 15 Zero Net Energy homes.  The project and its Director, George Koertzen, have already earned notable recognition for innovative methods and attaining the ZNE goals cost efficiently.

George has 40+ years experience as a Design-Builder of homes. Since retirement, he has dedicated his time and passion to building high quality, energy efficient housing and instructing the new workforce and others in these best practices. He is a wealth of information and will deliver content-rich training in our 3-hour hands-on workshop. Participants will receive on-site instruction while completing tasks in the construction process.  Discussion of valuation considerations of each section will be facilitated by Debra Little.

Applications for 3-hours of continuing education credit are being submitted.  Time spent onsite participating in the actual building process is expected to be 4-hours.

Watch for more details coming soon!

Board of Directors Meeting
Sep
14
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting & Networking Social
Sep
14
Location: Crow Canyon Country Club, Danville
Course: Advanced Income Capitalization
Sep
27 - Oct
2
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

"Gary presents the material in a manageable and challenging way.  He mixes material and real-world concepts very well."

The 35-hour Advanced Income Capitalization course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 30 hours of traditional classroom education and wraps up with a three-hour exam on the fifth morning.

Advanced Income Capitalization builds on topics covered in the General Appraiser Income Approach/Part 1 and General Appraiser Income Approach/Part 2 courses. It introduces additional topics that a seasoned general appraiser can expect to meet in everyday practice. The course features a limited review of material covered in the previous income courses to maximize the time available for advanced topics.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

Note:  No instruction on Sunday, October 1.

Go Green and SAVE $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

REGISTRATION CLOSES on September 13 (pending availability)
Advanced Registration is Required

AI Designated Members and Candidates for Designation - $800
Standard / Non-AI - $1,100

Course: General Appraiser Report Writing
Sep
 

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis.

Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Note. This course can also be used for MAI education requirements. Click here for details.

2017 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
13
Location: San Francisco

Plan now and save the date!  2017 marks the 67th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference in San Francisco!

Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws nearly 300 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

Keynote
Mary O'Hara-Devereaux
Futurist. Speaker. Author. Profound. Provocative. Pragmatic.
GlobalFORESIGHT

Panelists include
Ron Throupe, Ph.D., MAI, FRICS - Associate Professor, University of Denver, Burns School of Real Estate, Daniels College of Business, Managing Partner, American Valuation Partners (AVP)
Xue T. Mao, MBA-RE, BSE
- Senior Associate, American Valuation Partners (AVP)
Barton G. Hechtman, Esq.
- Partner, Matteoni, O’Laughlin & Hechtman
Neil A. Lefmann, MAI, SRA - Senior Appraiser, Valbridge Property Advisors
Steve Loos - Appraiser, FAA Certified Pilot, Certified Drone Aerial Photographer, Steve Loos Appraisal
Thomas Davis - CEO, Drones for Hire / Unmanned Aircraft Systems
Charles B. Baker, SRA - AppraisalPros
Kathleen Fahey-Poulton, SRA, AI-RRS - Appraisal Department Manager, Fremont Bank
Yvonne J. Broszus, MAI - Director, Valbridge Property Advisors
Stan Tish, MAI - Berliner, Kidder & Tish
Craig Cooper - Supervising Appraiser, Sonoma County Assessor
Bradford MacLane, MAI, AI-GRS, ASA - President, MacLane and Company, Inc.
Arlen Mills, MAI, SRA - Principal, The Mills Company
Paul E. Chandler, MAI - Founder & CEO, The Property Sciences Group, Inc.
Timothy P. Runde, MAI, LEED AP - Co-Founder, President, Runde & Partners, Inc.
Albert R. Wilson, BSSE, MBA, CRE (ret.)
Jeff Bradford - Bradford Technologies
Anthony Blackburn - Apple Appraisal
Richard M. Betts, MAI, SRA (ret.)
Ben Metcalf - Director of California Department of Housing and Community Development
Cynthia Kroll - Chief Economist, ABAG
Robert Sammons - Regional Director, Northwest U.S. Research, Cushman & Wakefield
Drew Arvay - Senior Vice President, Cushman Wakefield
Eduardo Cerna - Senior Managing Director, Marcus & Millichap
Erik Woodhouse, MAI, R/W-AC - Appraiser, Associated Right of Way Services
Karen Eddleman, SR/WA, R/W-RAC - Vice President / Relocation Consultant, Associated Right of Way Services
Steve Castellano, SR/WA, R/W-NAC - Right of Way Consultant, Associated Right of Way Services

Breakout Topics include

  • Special Purpose Properties
  • Case Studies in Residential Litigation
  • It's a Bird, It's a Plane - It's Drones in the Air!
  • Deep Data and the Paperless Office
  • Residential Hot Topics: Issues, Markets & More!
  • Commercial & Residential Green Market Update
  • Front-End Issues in the Right of Way Process
  • Understanding Legal Parcels & Descriptions:  So What Makes it Legal?
  • Measuring Real Estate Damages
  • I Am a Real Estate Appraiser . . .
  • Appraisals for Assessment Appeals
  • Commercial Market Update

Closing General Session: Bay Area Housing and Traffic Crisis: Impacts, Consequences of Inaction & Most Viable Planning Solutions

Course: General Appraiser Income Approach - Part 1
Oct
 

Instructor(s): Gary DeWeese, MAI

After a brief review and introduction, General Appraiser Income Approach/Part 1 opens with a graphic treatment of the time value of money, the six financial functions of a dollar, and important associated concepts. A thorough, detailed analysis of gross income including leases and the various expenses appropriately deducted from gross income follows, with realistic case studies of several income property types. Direct capitalization is then presented using overall capitalization rates, band of investment, and residual techniques. Substantial class time is devoted to practicing the taught concepts to prepare participant for the exam.

Course: Residential Site Valuation and Cost Approach
Nov
2 - 3
Location: Lafayette Library & Learning Center, Lafayette

Instructor: Arlen C. Mills, MAI, SRA

Designed for participants with introductory experience and understanding of fundamental concepts of appraising, this course focuses on the valuation of vacant land parcels and the development of the cost approach. Develop your skills by creating a current cost estimate using market extraction, interview techniques, and information provided by professional cost data sources. An in-depth case study takes you from the origin of the appraisal assignment to a final value estimate using various cost approach applications. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as residential site valuation and cost approach.

Go Green and SAVE an EXTRA $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

BEST VALUE RATE: Register by July 31 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $330
Standard / Non-AI - $435

Register by 9/30
AI Designated Members, Candidates for Designation & Affiliates - $350
Standard / Non-AI - $460

Register after 9/30
AI Designated Members, Candidates for Designation & Affiliates - $385
Standard / Non-AI - $490

Seminar: Stats, Graphs and Data Science
Nov
2 - 3
Location: Tracy / Lathrop Area

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CDEI

This hands-on workshop introduces and exploits “big data” tools, computation, and predictive methods for valuation.  It emphasizes applied solution-based learning, using real data, for objective evidence-based results.  Data science results are simpler, more useful, and intuitively sensible.

The intent of this seminar is that students leave with these immediately useful skills:

  1. Apply visual methods to structure assignments and define competitive market segments.
  2. Classify and technically quantify comparable data selection.
  3. Adjust and interpolate, using contrasting and simple regression calculations.
  4. Explain practical differences in calculated, estimated, and biased estimators.
  5. Hear and learn of the complexities, pitfalls, hype, and flim-flam around multiple regression.
  6. See the potential of real data analysis software, such as open-source R and RStudio.

Open-source analytics software is provided, as well as example data sets and templates for use in form and narrative reporting.  The use of these tools is particularly useful for sparse-data appraisal problems through the support of location (spatial), and price indexing (time) adjustments.  Local commercial and/or residential data sets are used in presented examples

This course is prerequisite to intermediate and advanced courses offered by Valuemetrics.info education, leading to auditable valuation practices.



Board of Directors Meeting
Nov
9
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting & Networking Social
Nov
9
Location: Crow Canyon Country Club, Danville
NEW! Course: Review Case Studies - Residential
Nov
30 - Dec
1
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Review Case Studies-Residential is unlike anything you’ve experienced in other review courses.

In this NEW two-day course, you will apply the review process that you learned in Review Theory-Residential by walking through a case study that focuses on a two-stage review assignment. Day one begins with a quick refresher of review concepts. From there, you will work on an assignment that gets dropped on your desk much like it does in real life. Working in groups, as well as individually, you’ll identify and analyze the components of the case study review assignment.

For many, this will be the first opportunity to work through all seven steps of the review process and apply them within a simulated, very real-to-life assignment. Problem identification and scope of work is where the process begins and that quickly leads to the tougher analytical work where you’ll analyze the subject appraisal report and develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness (including tests of reasonableness). From there, you’ll learn to develop opinions of appropriateness and creditability to both the appraiser’s development work as well as opinions on whether the appraiser’s report is appropriate and not misleading—including the reviewer’s development of reasons for disagreement.

Day two begins with the reviewer’s development of his or own opinion of value in this two-stage review assignment. You will analyze additional field data to facilitate review decisions whether the opinion of value in the subject appraisal report is credible. From the start of the case study, you will take notes to prepare an individual review report which is submitted to the instructor (the review supervisor) before the exam.

If you’re an appraiser, reviewer, or other real estate professional who regularly works with reviews, this hands-on, application-based course is for you!

Seminar: Practical Highest & Best Use
Nov
 
Commercial Symposium 2017
Dec
8
Location: Preservation Park, Oakland

Just what are unique and special purpose properties?

Special Purpose Property: A property with a unique physical design, special construction materials, or a layout that particularly adapts its utility to the use for which it was built.
 - The Dictionary of Real Estate Appraisal

Our 2017 Commercial Symposium Chair, Terry Larson, MAI, is putting a committee together to gain additional input on this year’s event, as well as, to develop a team that can work on this project in the years ahead.  If you are interested in helping to shape this unique day of learning, contact Terry directly at 925/855-4950, ext. 226.

Course: National USPAP Update 7-Hour (New Version 2018-19)
Dec
11
Location: National University, San Jose

Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level.  Appraisers recognize that they have regulatory obligations, but recognizing and understanding all of the various Federal and State laws and regulations that govern appraisers can be challenging.  By being better informed, you’ll be able to establish a clear path to maintaining compliance and effectively reconcile conflicting interpretations and requests from clients. A thorough understanding of applicable appraiser regulatory obligations will also increase your efficiency.

Course: Advanced Concepts and Case Studies
Jan
 
Course: Introduction to Green Buildings
Jan
 
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s):  Tim Runde, MAI, LEED-AP

This one-day introduction course focuses on the evolution of green buildings, the concept of sustainability in buildings, and the principles, practices, and components that distinguish sustainable from conventional buildings.

Note. This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you'll need to successfully complete the program, click here.

 

Course: National USPAP Update 7-Hour (New Version 2018-19)
Jan
 
Location: East Bay

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Course: National USPAP Update 7-Hour (New Version 2018-19)
Feb
 
Location: North Bay

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

NEW! Course: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
Feb
 
Location: Oakland / East Bay

This NEW two-day course not only provides a comprehensive review of the recently released 6th edition of the Uniform Appraisal Standards for Federal Land Acquisitions, (commonly known as Yellow Book) it provides critical guidance for appraisers involved in federal land acquisition valuation assignments. 

Whether you are experienced in writing or reviewing federal land acquisition appraisals or you are interested in expanding your client base to include federal and state agencies and organizations, this course will show you how to comply with the 6th edition Uniform Appraisal Standards for Federal Land Acquisition. An optional one-hour exam is included.

2018 Annual Spring Conference
Mar
5
Location: Doubletree Hotel, Modesto
Course: National USPAP Update 7-Hour (New Version 2018-19)
Mar
 
Location: Central Valley

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

2017 Spring Litigation Conference
May
17
Location: Filoli

LISTEN.  PARTICIPATE.  LEARN.

One of our most sought after award-winning conferences returns to the historic and beautiful grounds of Filoli again in 2018. Plan now and save the date!

Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

Our most popular one-day seminar returns to the Napa Valley in the summer of 2017!

Course: Quantitative Analysis
Dec