Sep
Su Mo Tu We Th Fr Sa
31 1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 1 2 3 4

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: Residential Report Writing and Case Studies
Sep
22 - 23
Location: National University (near Santana Row), San Jose

Instructor(s): Alan Blankenship, PhD

Only West Coast offering before year-end!
AI Designated Members, Candidates for Designation & Affiliates - $365
Standard / Non-AI - $465

Course: Advanced Income Capitalization
Oct
6 - 10
Location: Bay East Association of Realtors, Pleasanton

Instructor(s):  Gary DeWeese, MAI

Designated Members and Candidates for Designation - $745
Standard - $1,065

Registration closes September 22

Plan ahead - Review the FAQs and required pre-requisites associated with this AE offering
http://www.appraisalinstitute.org/assets/1/7/MAI_Designation_Education_FAQs_for_participants.pdf

 

 

NEW Course: Review Case Studies - Residential
Oct
8 - 10
Location: Crowne Plaza, Sacramento

Instructor(s): Dawn Molitor-Gennrich, SRA

Review Theory-Residential 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 Residential Review Designation.  Participants embark in 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, adequacy, accuracy, 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 sponsored by the Sacramento-Sierra Chapter.  For questions or more information contact jenny@sac-ai.org or call (916) 972-9700.

Golden Gate Branch Chapter "Simply Social"
Oct
9
Location: Sinbad's Pier 2 Restaurant, San Francisco

"Network Mixer"

Plan now to join the Golden Gate Branch Chapter of the Appraisal Institute in collaboration with RICS and ASA for an opportunity to "meet and greet" with your peers and allied professionals.

Enjoy hors d'oeuvres and no-host beverages from 5-7pm.

Sinbad's Pier 2 Restaurant is located at 141 The Embarcadero in San Francisco

Questions? Contact Elizabeth Champagne, MAI or Nancy Welsh, MAI

Candidates for Designation attending this "Simply Social" will satisfy their Chapter Meeting Requirement.

Seminar: Whatever Happened to Quality Assurance in Residential Appraisals: Avoiding Risky Appraisals and Risky Loans
Oct
13
Location: Bay East Association of Realtors, Pleasanton

This revised version of the 2007 seminar, Quality Assurance in Residential Appraisal, updates residential appraisers and lenders on the appraisal problems encountered by the lending industry. In addition to highlighting red flags that indicate the value is unsupported, you will learn about new changes within the industry, such as the HVCC and the implementation of the Fannie Mae/Freddie Mac Market Conditions Addendum to the Appraisal Report (1004MC). Comprehensive discussions and practice problems on sales concessions and how to handle declining values will show you how to address these problematic issues in your everyday work product.

Instructor(s): Sara Schwarzentraub, SRA

BEST VALUE RATE: Register by September 12
AI Designated Members, Candidates for Designation & Affiliates - $190
Standard / Non-AI - $210

Register by September 30
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $240

Register after September 30
AI Designated Members, Candidates for Designation & Affiliates - $255
Standard / Non-AI - $275




2014 Fresno Housing Market Symposium
Oct
17
Location: Fresno State - Craig School of Business, Fresno

An overview and analysis of the Fresno housing market. This event
features Selma Hepp, Senior Economist with the California Association of Realtors. Ms.
Hepp has researched the state and regional housing markets and will share her insights
and forecasts. There will also be a panel session consisting of a variety of top tier
professionals from the public and private sectors. These local experts will share their
views of the Fresno housing market from their unique perspectives.

This event is being sponsored by the Gazarian Real Estate Center, Fresno State.  For more information or to register for this complimentary presentation visit www.gazarian.info

 

Monterey Bay Branch Chapter Workshop & Networking Social
Oct
17
Location: Moss Landing

An opportunity to "meet and greet" with your peers on the beautiful Monterey Bay Peninsula and earn CEC by attending the 2-hour workshop followed by a networking social.

More details coming soon.

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

Silicon Valley Branch Chapter Workshop & Networking Social
Oct
23
Location: San Jose

Silicon Valley Market Update: Turning the Page

An opportunity to "meet and greet" with your peers and earn CEC by attending an informative 3-hour workshop followed by a networking social.

Panelists include:

  • Mark Ritchie - President, Ritchie Commercial
  • Mark Thomas - SRA Realty, Retail Broker
  • Myron von Raesfeld - C.E.O./President, ClickHome Realty and 2014 President of the Santa Clara County Association of Realtors

More details coming soon.

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

Tahoe Litigation Conference
Oct
23 - 24
Location: Harrah's Lake Tahoe

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions or additional information contact (916) 972-9700 or visit www.sac-ai.org

Day 1

  • Alia E & O Insurance with Brian Trotier
  • BREA - Bureau of Real Estate Appraisers (California)
  • Wine for Litigation? - The Do’s and Don'ts of Winery & Vineyard Valuation with Tony Correia
  • Tell it to the Judge - Rules of Evidence for Right of Way Appraisers with Les Hausrath, Attorney/Partner at Wendel, Rosen, Black & Dean LLP

Day 2

  • Fighting Junk Science in Litigation with Randall Bell, PH.D., MAI
  • Tax Court - Do's and Don'ts for Litigation with IRS Chief Counsel Chris Speck
  • Keynote Speaker: Judge Laro, U.S. Tax Court
  • Review of Appraisals Prepared for Litigation with Lou Garone, MAI, Appraisal Litigation Valuation Expert in Review
  • Mock Trial
  • Question and Answers

 

 

Sierra Branch Chapter Workshop & Networking Social
Oct
28
Location: Modesto

"Ranchette Properties: The Transition Between Residential and Agricultural"

An opportunity to "meet and greet" with your peers and earn CEC by attending the 2-hour workshop followed by a networking social.

More details coming soon.

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

Residential Tapas: All Day, All Residential
Nov
3
Location: Jamieson Ranch Vineyards, Napa

A one-day seminar focusing on issues important to residential real estate appraisers.

Topics include:

  • Inside an AMC - Successful Strategies for Partnering
  • Alternative Products

Panelists include:

  • Tony Pistilli - EVP & Chief Appraiser, AXIOS Valuation Solutions
  • Mark Chapin IFA - Executive Vice President & CVO, Solidifi
  • Greg Stephens, SRA - Chief Appraiser & SVP Compliance, Metro-West Appraisal Co., LLC
  • Jeff Bradford - President, Bradford Technologies
Course: Advanced Concepts and Case Studies
Nov
5 - 11
Location: John F. Kennedy University, Pleasant Hill

Instructor(s): Gary DeWeese, MAI

Designated Members and Candidates for Designation - $795
Standard - $1,135

Note: No instruction on Sunday, November 9.

Plan ahead - Review the FAQs and required pre-requisites associated with this AE / ACE offering http://www.appraisalinstitute.org/assets/1/7/MAI_Designation_Education_FAQs_for_participants.pdf

North Bay Branch Chapter Workshop & Networking
Nov
7
Location: Exchange Bank, Santa Rosa

"What's Up with North Bay Real Estate?"

Plan now to attend the 3-hour workshop then stay to network

Workshop Panelists include:

  • Mario Zepponi – Zepponi & Company: Wine Industry Merger & Acquisition
  • Hugh Futrell – Hugh Futrell Corporation: Planning, Development & Construction
  • Cort Munselle – Munselle Civil Engineering: Civil Engineering and Land Planning
  • Ben Stone – Sonoma County Economic Development Board (EDB)
  • Matt Stevens - SMART

Plus special presenters from Exchange Bank

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

Commercial Tapas: All Day, All Commercial
Nov
14
Location: San Francisco Federal Building, San Francisco

A one-day seminar focusing on issues important to commercial real estate appraisers.

Panelists include:

  • John Glass - Sr. Vice President Investments / Sr. Director Net Leased Properties Group, Marcus & Millichap
  • Chris Foley - Partner, Polaris Pacific
  • Patrick Kennedy - Principal, Panoramic Interests
  • David Israel, AIA, LEED AP - Principal, BAR Architects

 

Board of Directors Meeting
Nov
20
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social
Nov
20
Location: Crow Canyon Country Club, Danville

"State of the Profession"

Hands down, this is our most popular, and well-attended annual workshop!  Whether you are a seasoned appraisal professional, contemplating a career change into real estate appraising, and/or seeking an Appraisal Institute designation, you cannot afford to miss this informative program. Our panelists will address current and future issues affecting real estate appraisers and the future of the appraisal profession during these ever-changing and challenging times.

Panelists inlcude
Jim Martin, Director, BREA
Mike Belote, California Advocates, Inc.

Plan to stay for our Networking Social following the workshop.  Complimentary appetizers will be served; beverages are "no host"

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

Course: National USPAP Update 7-Hour
Dec
1
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Arlen Mills, MAI, SRA

BEST VALUE RATE: Register by October 1
AI Designated Members, Candidates for Designation & Affiliates - $185
Standard / Non-AI - $225

Register by November 3
AI Designated Members, Candidates for Designation & Affiliates - $210
Standard / Non-AI - $250

Register after November 3
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $275

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: Business Practices & Ethics
Dec
2
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Dawn Moliltor-Gennrich, SRA

BEST VALUE RATE: Register by October 1
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $250

Register by November 3
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $270

Register after November 3
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $295

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
3
Location: National University (near Santana Row), San Jose

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

Instructor(s): Dawn Molitor-Gennrich, SRA

This seminar is designed to help you recognize and understand the laws and regulations associated with financial institutions that are most important to appraisers at a federal and state level.  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.

BEST VALUE RATE: Register by October 3
AI Designated Members, Candidates for Designation & Affiliates - $95
Standard / Non-AI - $110

Register by November 3
AI Designated Members, Candidates for Designation & Affiliates - $105
Standard / Non-AI - $120

Register after November 3
AI Designated Members, Candidates for Designation & Affiliates - $125
Standard / Non-AI - $140

Course: Quantitative Analysis
Dec
8 - 12
Location: University of Phoenix, Oakland

Instructor(s): Larry T. Wright, MAI, SRA and Gary DeWeese, MAI

An Advanced Education offering that will dispel the many myths and misconceptions that appraisers have about using statistics in their day-to-day practice.  Although the class is commercial in orientation, residential appraisers will benefit from this course, too. It is an application of the sales comparison approach, but it can be applied to both commercial and residential properties.

Designated Members and Candidates for Designation - $745
Standard - $1,065

This course is part of the Appraisal Institute's Analytics for Valuation Professional Development Program.

Plan ahead - Review the FAQs and required pre-requisites associated with this AE / ACE offering http://www.appraisalinstitute.org/assets/1/7/MAI_Designation_Education_FAQs_for_participants.pdf

 

Seminar: Residential Applications Part II - Using Microsoft Excel to Analyze and Support Appraisal Assignment Results
Dec
12
Location: Brandman University (at Pleasant Hill BART), Walnut Creek

Instructor(s): Larry T. Wright, MAI, SRA

"Stay ahead of your competition.  One of the most valuable residential seminars you will have the opportunity to take!"

BEST VALUE RATE: Register by October 10
AI Designated Members, Candidates for Designation & Affiliates - $190
Standard / Non-AI - $210

Register by November 14
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $240

Register after November 14
AI Designated Members, Candidates for Designation & Affiliates - $255
Standard / Non-AI - $275

Course: Condemnation Appraising - Principles & Applications
Jan
12 - 14
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Steve Roach, MAI, SRA

Course: National USPAP 7-Hour Update
Jan
15
Location: University of Phoenix, Fairfield

Instructor(s): Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS

Course: Business Practices and Ethics
Jan
16
Location: University of Phoenix, Fairfield

Instructor(s): Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS

Course: Residential Sales Comparison and Income Approach
Jan
26 - 29
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Arlen Mills, MAI, SRA

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jan
 
Workshop, Chapter Business Meeting and Installation Celebration
Jan
 
Course: Advanced Market Analysis and Highest & Best Use
Feb
2 - 6
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

Plan ahead - Review the FAQs and required pre-requisites associated with this AE / ACE offering http://www.appraisalinstitute.org/assets/1/7/MAI_Designation_Education_FAQs_for_participants.pdf

Course: National USPAP 15-Hour
Feb
5 - 6
Location: University of Phoenix, Fairfield

Instructor(s):  Arlen C. Mills, MAI, SRA

Course: General Appraiser Income Approach - Part I
Feb
9 - 12
Location: National University (near Santana Row), San Jose

Instructor(s): Gary DeWeese, MAI

NEW Course: Residential and Commercial Valuation of Solar
Feb
19 - 20
Location: Alameda County Electrical JATC, San Leandro

As the US continues to search for energy alternatives, properties improved with solar PV (photovoltaic) are becoming more common, creating demand for appraisers trained in properly valuing solar PV. Encountering a solar photovoltaic (PV) system could present a valuation problem that you may not be prepared to solve. As an appraiser appraising green properties, it is inevitable that you will encounter solar PV.  Even for those who don’t specialize in green properties, the likelihood that you will encounter solar PV in your practice is increasing. This hands-on course introduces you to solar terminology, and through real-life examples and case studies, on both residential and commercial properties, shows you how to solve solar-related valuation problems. This course will focus on solar PV most commonly encountered in commercial and residential appraisal/consulting assignments. It will not focus on utility-scale solar (solar farms), solar thermal, or other forms of on-site renewable energy generation.

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.

Instructor(s): Timothy P. Runde, MAI, LEED AP

Seminar: Brewery Valuation
Feb
 
Seminar: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications "Yellow Book"
Feb
 
2015 Annual Spring Conference
Mar
2
Location: Modesto

Coming in 2015 - expanded breakout sessions.  More of the topics you are interested in to choose from!

 

Course: General Appraiser Income Approach - Part II
Mar
 
NEW Course: Review Case Studies - General
Mar
 
NEW Course: Supervisor / Trainee
Mar
 
Seminar: General Demonstration Report Writing
Mar
 
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

Instructor(s): Dawn Molitor-Gennrich, SRA

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

2015 Spring Litigation Conference
May
 

We look forward to bringing this annual event back to Filoli Gardens in early May 2015.

Breakout Sessions Include
Legal Bites
- F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regalia

Course: General Appraiser Report Writing and Case Studies
May
 
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

Instructor(s): Arlen Mills, MAI, SRA

NEW Course: Two-Day Advanced Income Capitalization - Part A
Jun
25 - 26
Location: University of Phoenix - NEW! Franklin Street Campus, Oakland

Instructor(s): Gary DeWeese, MAI

Course: Advanced Income Capitalization
Jun
 
NEW Course: Review Case Studies - Residential
Jul
 
Seminar: Vineyard Valuation
Jul
 
2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Sep
 
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
Seminar: Commercial Tapas - All Day. All Commercial.
Nov
 
Seminar: Residential Tapas - All Day. All Residential.
Nov
 
Course: Business Practices and Ethics
Dec
 
Course: National USPAP 7-Hour Update
Dec
 
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: Arbitration - What You Can't Learn from Books