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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
Webinar: Comprehensive Exam and Certified Exam Prep
Feb
28

Cost Approach and Highest & Best Use

This challenging, fast-paced and test-like program focuses on the kinds of problems that one could see in the exams. The cost is $150 the Cost/HBU module. It is conveniently offered in a webinar format that will enable attendees to work on multiple choice type problems, ask questions and examine solutions. SPACE IS LIMITED.  Early registration is highly recommended. This offering was developed by Gary DeWeese and is not sponsored or endorsed by the Appraisal Institute.  For more information or questions contact Gary at garydeweese@comcast.net or 925/216-8751.

2015 Annual Spring Conference
Mar
2
Location: Doubletree Hotel, Modesto

Still time to register and join the over 130 professionals that are already planning to attend!

State of the Profession

  • Jim Martin, Director, BREA
  • Mike Belote, California Advocates
  • J. Scott Robinson, MAI, SRA, AI-GRS, AI-RRS, 2015 Appraisal Institute National President Elect

Morning Keynote
DeeDee D'Adamo, Board Member, California State Water Resources Control Board
“Drought:  The New Normal? Administration’s Emergency Response & Planning for the Future”

Lunch Keynote
Richard Howitt, Professor Emeritus of Agricultural and Resource Economics, UC Davis
“The Changing Value of Agricultural Water Resources”

Breakout Topics Include

  • Appraisals for Eminent Domain: High Speed Rail Project
  • Big Data, Collateral Underwriting & the Appraiser
  • Fuzzy Line: Special Considerations in the Analysis of Ranchette Properties
  • Agricultural Market Update
  • Commercial Market Overview - South
  • Commercial Market Overview - North
  • Residential Construction Litigation
  • It's All About the Water
  • Central Califonia Real Estate Market Report

Panelists include

  • Jeff Bradford - Bradford Technologies
  • Kurt F. Vote - Wagner Jones Helsley PC
  • Rob Melfe - Rabobank
  • Garrick Brown - Cassidy Turley
  • Zach Kaufmann - Colliers International
  • Ben Slaughter, ARA - Correia-Xavier
  • Marcy Nomelli - Ambeck Mortgage Associates
  • John Medeiros - PMZ, Inc.
  • Dean Huynh - The Property Sciences Group, Inc.
  • Steven Ames - Stanislaus Business Alliance
  • Ryan Swehla, CCIM - NAI Benchmark
  • Don Grebe - California High Speed Rail Authority
  • Ofelia P. Alcantara, PE - California High Speed Rail Authority
  • Lee Ann Eager - Fresno County EDC
  • . . . additional panelists to be named

Late Conference Rate: $260
Includes continental breakfast, lunch, refreshments throughout the day, admittance to the exhbitor fair plus 7-hours of CEC!

Gold Sponsor

Silver Sponsors

Bronze Sponsors

 Become a Conference Sponsor

 

Course: Review Theory - General
Mar
9 - 13
Location: Anchorage

Review Theory—General is the fundamental review course that all reviewers should have in their education background. It is a required course for individuals pursuing the Appraisal Institute General Review Designation.* Participants embark on an in-depth journey of the seven steps that are outlined through the review process, which is at the core of this course. To be a reviewer, an appraiser must learn how to develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness relative to the work under review. These opinions must be refined through tests of reasonableness in order to develop opinions of appropriateness and credibility. By taking this course, participants may gain invaluable confidence on the fundamentals of review. This offering is being presented by the Alaska Chapter of the Appraisal Institute.  For questions or more information contact Alaskaai-ofx@earthlink.net or (206) 622-8425.

Golden Gate Branch Chapter Roundtable
Mar
11
Location: Navigant Consulting, San Francisco

"Tech Bubbles and Real Estate Cycles: Where are we in 2015?"

We’ve lived through the dotcom bust of 2000-2001, and the economic meltdown of 2008.  Now the Bay Area economy is booming again, entering the sixth year of recovery since the official end of the Great Recession.  Silicon Valley is not missing a beat in its growth and peak level VC funding.  Is this a bubble about to burst, or is this boom rooted in strong fundamentals that will hold up? Where are we in the business cycle? What are the cycle risks to commercial real estate in 2015?   Join your appraisal colleagues in small roundtable discussion groups and share your thoughts and insights on this important topic.

12:00pm – 2pm

Navigant Consulting, One Market, Spear Street Tower, Suite 1200, San Francisco

Lunch hosted and provided by Navigant.  Reservations required due to space limitations and building security (ID will be required for admittance).  RSVP to Marie Chan.

Note:  There is no CEC associated with this roundtable offering.

Silicon Valley Branch Chapter Workshop & Networking Social
Mar
12
Location: National University (near Santana Row), San Jose

"Technology Tools for Appraisers"

An opportunity to "meet and greet" with your peers in the Silicon Valley and earn CEC by attending the 3-hour workshop followed by a networking social.

New trends in technology are emerging rapidly.  Hardware, software, mobile technology, and devices available to appraisers are quickly changing how we conduct our work.  Becoming more efficient and productive is essential to running a successful business.  Learn about the latest technology tools and how to use them in inspections, research, analyses, report preparation and office management.

Panelists include
Marv Downey
Founder of Market Value Systems, a computer and network consulting firm specializing in the needs of appraisal offices and other professional services firms

Neil A. Lefmann, MAI, SRA
Senior Appraiser with Valbridge Property Advisors | Hulberg & Associates, Inc.

Neil Shah
Appraisal Analyst, Valbridge Property Advisors | Hulberg & Associates, Inc.

BEST VALUE Rate: Register by March 5
AI Designated Members, Candidates for Designation & Affiliates - $50
Standard / Non-AI - $60

Register after March 5
AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $70


Candidates for Designation attending this offering will satisfy their Chapter Meeting Requirement.

Board of Directors Meeting
Mar
19
Location: Hs Lordships, Berkeley
Workshop, Chapter Business Meeting and Networking Social
Mar
19
Location: Hs Lordships, Berkeley

Real Estate Litigation and Expert Opinions: Imagine the Possibilities

Real estate litigation has never been more active or imaginative.  Come hear three of the Bay Area’s top real estate attorneys share their experience and stories.  Learn how damages are considered in a variety of cases, including eminent domain, environmental contamination, breach of contract, construction defect and landlord-tenant disputes.  This panel will share their process and procedures for finding real estate appraisal experts, determining their qualifications and developing scope of work.

  • Daniel Mueller, Esq. Partner, Buchman Provine Brothers Smith, LLP
  • Jennifer L. Supman, Esq. Partner, Manning & Kass Ellrod, Ramirez, Trester LLP
  • Clifford Horner, Esq., Horner & Singer

But wait, there is more!  No need to rush into traffic following this informative 2-hour workshop.  Plan now to enjoy complimentary appetizers and networks with your peers, allied professionals and potential clients. 

BEST VALUE Rate: Register by March 5
AI Designated Members, Candidates for Designation & Affiliates - $55
Standard / Non-AI - $65

Register after March 5
AI Designated Members, Candidates for Designation & Affiliates - $65
Standard / Non-AI - $75

Seminar: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications "Yellow Book"
Mar
26 - 27
Location: Bay East Association of Realtors, Pleasanton

Insure that your work for the federal acquisition agencies meets the highest standards. Federal land acquisition programs have unique appraisal needs. This two-day seminar will acquaint participants with these needs and provide practical procedures and solutions to insure appraisal reports fulfill them. Any experienced residential or general appraiser interested in expanding their client base to include federal acquisition agencies will learn to apply the Uniform Appraisal Standards for Federal Land Acquisitions.

Instructor(s): Eric P. Griffin, MAI

BEST VALUE Rate: Register by February 27
AI Designated Members, Candidates for Designation & Affiliates - $395
Standard / Non-AI - $495

Register by March 13
AI Designated Members, Candidates for Designation & Affiliates - $425
Standard / Non-AI - $525

Register after March 13
AI Designated Members, Candidates for Designation & Affiliates - $455
Standard / Non-AI - $555


North Bay Branch Chapter Brewery Tour & "Simply Social"
Apr
8
Location: Lagunitas Brewery, Petaluma

 

Here's a fun opportunity to tour Petaluma's own Lagunitas Brewing Company!  Lagunitas has reshaped the beer industry when it became one of the first brewers to regularly bottle an India Pale Ale helping to create a craft beer craze.  Plan now to join up with your peers for an informative complimentary tour followed by no host networking in their beer garden.  Come one, Come all!

Tour begins at 3:00pm

Beverages are "no host".  RSVP Required - Bill Martinez.

Lagunitas Brewing Company is located at 1280 N. McDowell Boulevard, Petaluma

NEW Seminar: Contract or Effective Rent: Finding the Real Rent
Apr
10
Location: Oakland

Enhance your valuation analysis and broaden your consulting portfolio by understanding the complexities of calculating effective rent. You will gain a thorough understanding of effective rent and its importance in lease negotiations and valuation work by working through real-world case study situations featuring common circumstances involving effective rent. Enhance your analysis by evaluating the way effective rent impacts property value. Recognize how the integration of the effective rent measurement is used by market participants (landlords and tenants) for leases involving landlord concessions and non-market based provisions in all three approaches to value. At the end of the seminar, you will have a take-away model to use immediately when incorporating effective rent into your valuation or consulting work. This new 4-hour seminar is being presented the Appraial Institute National Education department.  For questions or more information contact nationalprograms@appraisalinstitute.org

Developer/Instructor: Gary DeWeese, MAI

Outlook 2015 Agribusiness Conference
Apr
16 - 17
Location: Paso Robles Events Center, Paso Robles

This offering is being sponsored by CalASFMRA.  For questions or more information visit www.calasfmra.com or call 209/368-3672.

Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
23 - 24
Location: Lafayette Library and Learning Center, Lafayette

Updated to Reflect Today's Economy!

This two-day course provides an introduction to statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. On the first day, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice. On day two, you will gain an introductory understanding of real estate finance markets, learn about credit conditions and their impact values on appraisal, and calculate and interpret fundamental numbers on loan payments and balances. Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as real estate finance, statistics, and valuation modeling. Participants should understand that this course will be a review and will not address more advanced topics.  Note: Real Estate Finance, Statistics, and Valuation Modeling was designed according to the broad topical guidelines of the Appraisal Qualification Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers.

Instructor(s): Dawn Molitor-Gennrich, SRA

BEST VALUE Rate: Register by March 20
AI Designated Members, Candidates for Designation & Affiliates - $385
Standard / Non-AI - $485

Register by April 3
AI Designated Members, Candidates for Designation & Affiliates - $415
Standard / Non-AI - $515

Register after April 3
AI Designated Members, Candidates for Designation & Affiliates - $440
Standard / Non-AI - $540

Course: General Appraiser Income Approach - Part 2
Apr
27 - 30
Location: Bay East Association of Realtors, Pleasanton

After a diagnostic quiz on the six financial functions of one and a brief review, General Appraiser Income Approach/Part 2 opens with a thorough treatment of discounted cash flow (DCF) analysis. Topics include identifying components of a DCF, projecting cash flows, analyzing leases, solving for value in a variety of common situations, and supporting the discount rate. The effects of debt financing including cash equivalence and equity analysis are covered in detail. Income patterns and property models including residual and other applications are followed by selecting and supporting the discount rate. Also presented are the strengths and weaknesses of direct and yield capitalization. The final section reviews and summarizes the mathematical concepts involved with income capitalization and prepares the participant for not only the course exam but also the certification exam.

Instructor(s): Gary DeWeese, MAI

 

BEST VALUE Rate: Register by March 20
AI Designated Members, Candidates for Designation & Affiliates - $590
Standard / Non-AI - $690

Register by April 3
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register after April 3
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760


Central California Branch Chapter "Simply Social"
Apr
28
Location: Elbow Room at Fig Center Village, Fresno

Another opportunity for appraisers and allied professionals to network in the Central Valley.   Plan now to join us from 5:30 - 7:30pm to "meet and greet" with your peers.

Enjoy complimentary appetizers.  Beverages are "no host".  No reservations needed.

Golden Gate Branch Chapter Tour
Apr
 
Location: San Francisco
NEW Course: Review Case Studies - General
Apr
 

This NEW course is not required for Designated members, however it is an excellent practical course that expands on what was presented in the review theory courses; participants who took one or both review theory courses can benefit from participating in these courses. The review case studies course will explore techniques and methodologies used by professional reviewers, and participants will learn practical application through problem solving case studies. It will review the fundamentals of review, as well as comparative techniques for effectively analyzing appraisal reports. Other topics covered include tests of reasonableness and communication. Participants will learn how to compose a review appraisal that shows effective communication of appraisal review, and will gain a thorough understanding of Standard 3. After completing this course, participants will gain recognition for their skillset, have greater confidence in addressing review assignments and enhance their business opportunities.

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
May
1
Location: University of Phoenix, Livermore

A 4-hour update required for renewals after 1/1/13

Instructor(s): Dawn Molitor-Gennrich, SRA

Board of Directors Meeting
May
14
Location: Tri-Valley Area
Workshop, Chapter Business Meeting and Networking Social
May
14
Location: Tri-Valley Area
Leadership Development & Advisory Council
May
20 - 22

The Leadership Development & Advisory Council strives to foster creative thought from talented individuals involved in the real estate appraisal profession while developing the future leaders of the Appraisal Institute. LDAC also establishes an “appraiser-presence” in Congress and demonstrates that the Appraisal Institute is made up of professionals who recognize the importance of being actively involved in the political process.

2015 Spring Litigation Conference
May
21
Location: Filoli Gardens, Woodside

We look forward to bringing this annual event back to Filoli Gardens again in 2015!

Keynote
Kyle Martin, Supervising Attorney for the Western IRS U.S. District
“What Does the IRS Look for in Appraisals?"

Breakout Sessions Include
Legal Bites
Big Data and Admissibility
Legal Reasoning and Logic
The Trial Process – How Does It Work and What to Expect in Court?
Witness for the Prosecution: The Appraiser in Tax Court

Panelists include
- F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regala
- Orell Anderson, MAI
, Principal, Strategic Property Analytics, Inc.

 



Course: General Appraiser Report Writing and Case Studies
May
 

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.

Golden Gate Branch Chapter Workshop & Networking Social
May
 
Location: San Francisco
Course: National USPAP 7-Hour Update
Jun
5
Location: San Francisco

Instructor(s): Arlen Mills, MAI, SRA

Attendees must bring their own copy of 2014-2015 USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link:
www.appraisalfoundation.org

 

Course: General Appraiser Site Valuation and Cost Approach
Jun
16 - 19
Location: University of Phoenix - NEW! Franklin Street Campus, Oakland

General Appraiser Site Valuation and Cost Approach is a practical, hands-on course that concerns two basic aspects of real estate appraisal: land/site valuation and the development of the cost approach. Extensive use of problems and case studies will give you practice in applying site valuation and cost approach methods. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as general appraiser site valuation and cost approach.

Instructor(s): Arlen Mills, MAI, SRA

Seminar: Vineyard Valuation
Jun
26
Location: Jamieson Ranch Vineyards, Napa Valley
Course: Advanced Income Capitalization
Jun
 

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. Advanced topics are divided into six general areas.

Course: The Appraiser as an Expert Witness: Preparation and Testimony
Jun
 

This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

Golden Gate Branch Chapter "Simply Social"
Jun
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part A
Jul
9 - 10

Instructor(s): Gary DeWeese, MAI

Golden Gate Branch Chapter Roundtable
Jul
 
Location: San Francisco
NEW Course: Review Case Studies - Residential
Jul
 

This NEW course is not required for Designated members, however it is an excellent practical course that expands on what was presented in the review theory courses; participants who took one or both review theory courses can benefit from participating in these courses. The review case studies course will explore techniques and methodologies used by professional reviewers, and participants will learn practical application through problem solving case studies. It will review the fundamentals of review, as well as comparative techniques for effectively analyzing appraisal reports. Other topics covered include tests of reasonableness and communication. Participants will learn how to compose a review appraisal that shows effective communication of appraisal review, and will gain a thorough understanding of Standard 3. After completing this course, participants will gain recognition for their skillset, have greater confidence in addressing review assignments and enhance their business opportunities.

Golden Gate Branch Chapter Tour
Aug
 
Location: San Francisco
The Residential Real Estate Appraisal Symposium
Aug
 
Location: Tri-Valley Area

A one-day symposium on a variety of topics of interest to residential real estate appraisers.

  • Non-Lender Appraisal Assignments
  • Residential Hot Topics: Collateral Underwriter

Additional topics to be announced

Formerly known as "Residential Tapas: All Day. All Residential."

2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
16
Location: San Francisco

2015 marks the 65th consecutive year that the Northern California Chapter's award-winning Annual Fall Conference will be held in San Francisco!

Save the date now to join over 300 real estate appraisers and allied professionals to hear from industry leaders and those entrenched in the ever-changing real estate markets. 16 breakout sessions to select from.  Visit with onsite exhibitors.

It's more than just a day of quality continuing education that you will not want to miss.

Sponorship opportunities are available - learn more.

Board of Directors Meeting
Nov
12
Location: Tri-Valley Area
Workshop, Chapter Business Meeting and Networking Social
Nov
12
Golden Gate Branch Chapter Roundtable
Nov
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
The Commercial Real Estate Appraisal Symposium
Dec
3
Location: Preservation Park, Oakland

A one-day symposium on a variety of topics of interest to commercial real estate appraisers.

  • Estate Valuation
  • Investment Analysis

Additional topics to be announced

Formerly known as "Commercial Tapas: All Day. All Commercial."

Course: Business Practices and Ethics
Dec
 
Course: National USPAP 7-Hour Update
Dec
 
Golden Gate Branch Chapter Holiday Social
Dec
 
Location: San Francisco
Seminar: Extreme Appraising
Dec
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

Dates for the following tentative offerings have not yet been determined
Seminar: Brewery Valuation
Seminar: General Demonstration Report Writing

This one-day program will focus on the mechanics of demonstration appraisal report writing and will help ensure that the appraiser’s presentation is logical and understandable. The seminar will also provide an extensive examination of the cost, sales comparison and income capitalization approaches; highest and best use; reconciliation and the final value opinion. Associate Members of the Appraisal Institute are encouraged to attend the seminar before beginning their demonstration report. Attendance is mandatory for Candidates for Designation wishing to apply for the E-Demo, or if Candidates for Designation would like to participate in the General Demonstration Report—Capstone Program. Additionally, those Candidates for Designation who have never taken the seminar and need to revise and resubmit their demo report must attend this seminar first. Designated Members are encouraged to attend at any time.