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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
Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
9
Location: Preservation Park, Oakland

A traditional appraisal might consist of a retail building, office building, warehouse building, apartment complex or vacant land parcel where you can develop the three approaches to value and find market data from the traditional appraisal data sources. Local brokers can be surveyed for additional market data and Marshall Swift can be used to develop cost estimates. There is plenty of data available for these traditional appraisals. What happens when you have a unique or special purpose property where these “traditional” resources don’t always provide the necessary market data? Or worse yet, you may not know how to appraise the property or where to start? Our Commercial Symposium will provide valuation techniques and guidelines of how to look at unique and special purpose property appraisals that practicing appraisers face with these assignments. Past experience from seasoned appraisers will lay out a framework for tackling these challenging and interesting assignments. This symposium will provide valuable insight as to how the appraiser goes about investigating, analyzing and valuing unique and special purpose properties.

Topics include:

  • Public Land and Open Space Land Appraisal
  • Appraising Gas Stations: What's the BIG Deal?
  • Airport Property Appraisal
  • Data Center Appraisal and Allocation of Value
  • Special Purpose Property Appraisal Overview and Competency Considerations

Panelists
Marilyn Hansen,
Senior Vice President, Colliers International
Madeleine Mamaux, CFA, ASA, Partner, Desmond Marcello and Amster
Marcus R. Pigrom, ASA, Senior Manager, Tangible Assets, Desmond Marcello and Amster
Ronald Garland, MAI, SRA,
Garland & Associates
Hugh Bartlett, MAI, Review Appraiser, Office of Valuation Services, Department of the Interior
Stan Tish, MAI,
Berliner Kidder & Tish
Andrew Plaine, MAI,
Andrew Plaine & Associates
Bill Hurd, MAI,
Smith & Associates
Melissa Bach, MAI,
Cushman & Wakefield
Mark Bryant,
Senior Property Manager, Oakland International Airport
Steve Salmon, MAI,
Garland & Associates
Ronald Garland, MAI,
Garland & Associates
Hugh Bartlett, MAI,
Department of the Interior
Terry Larson, MAI,
Smith & Associates
Gene Williams, MAI, CCIM, MRICS, 
Director, CBRE | Valuation and Advisory Services

Sponsorship Opportunities

AI Designated Members, Candidates for Designation & Affiliates - $280
Standard / Non-AI - $300

Golden Gate Branch Chapter Holiday Luncheon
Dec
14
Location: L'Oliver Restaurant, San Francisco

To celebrate the holiday season with fellow appraisers and good cheer,
we're planning a holiday luncheon to end the year!

 Please join the Golden Gate Branch Chapter for our
Holiday Luncheon & White Elephant Gift Exchange
on Wednesday, December 14
12:00 p.m. - 2:00 p.m.

Le Jardin Room at
L’Olivier Restaurant
465 Davis Court
San Francisco

Board of Directors Meeting
Jan
19
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting & Installation Celebration: "Bay Area on the Move: Transit Oriented Mixed-Use Development and Rail Projects"
Jan
19
Location: Crow Canyon Country Club, Danville

Bay Area on the Move: Transit Oriented Mixed-Use Development and Rail Projects

This 2-hour workshop will start with a brief introduction on what TOD means and the walkability index for TOD and its growth around the Bay Area.  Attendees will

  • Gain an overview of all the rail projects in the Bay Area; BART, Light Rail in San Jose, Caltrain on the Peninsula, Smart Train in Marin,  High Speed Rail and the Transbay Station in San Francisco
  • Learn about the new Walnut Creek Transit Village to be built on the current parking lots - with 596 apartment units and 22,000 square feet of commercial space
  • Hear about other Bay Area TOD projects including how they structure the land acquisition deals with BART

Panelists include:

  • Doug Johnson, Principle Planner, Metropolitan Transportation Commission (MTC)
  • Brad Griggs, Developer, Walnut Creek Transit Village
  • Terry Larson, MAI, Partner, Smith & Associates, Inc.
Course: Quantitative Analysis
Jan
23 - 27
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

This course focuses on the practical application of quantitative tools for analyzing data, drawing appropriate conclusions from data sets, and presenting both the analysis and conclusions in ways that enhance communication with appraisal clients. It reviews and furthers the application of basic statistical measures (mean, median, mode, standard deviation, etc.) and spends a good deal of time on graphical and regression analysis.

Central goals of the course include showing participants how to understand the reliability and validity of data used to draw conclusions, providing the knowledge needed to support the conclusions others may draw from the same or similar datasets. Presentation and activities make extensive use of real-world appraisal applications and are aimed at furthering an appraiser’s ability to provide credible analysis of real property-related issues.

Learn more about FAQs
Including important information regarding registration and cancellation deadlines; mandatory diagnostic test; online session; course equivalencies

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 January 9 (pending availability)
Advanced Registration is Required

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

 



NEW! Course: Review Case Studies - General
Jan
30 - Feb
3
Location: Bay East Association of REALTORS (New facility - they've relocated to Koll Center Parkway), Pleasanton

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

An excellent practical course that expands on what was presented in Review Theory - General. This 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.

Note: Review Theory—General is a required prerequisite.

Learn More About the Requirements to Earn the AI-GRS Review Designation

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

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

IRWA Chapter 42 presents Course 100 Principles of Land Acquisition
Jan
31 - Feb
3
Location: Santa Clara Water District, San Jose

During this 4-day course presented by IRWA Chapter 42, participants will gain a thorough introduction to the right of way profession, including an overview of the basic concepts of each right of way discipline.  This course outlines real estate law terms and concepts. Participants will gain awareness of environmental issues, learn the methods of acquiring and transferring title to realty, three views of engineering plans and the fundamentals in property description systems. Topics also include the requirements of a valid contract, information on easements, deeds, leases, the appraisal process, successful negotiations, and relocation requirements involved with property acquisition and management.  This course is approved for 30 hours of appraiser continuing education (CE) by the California Bureau of Real Estate Appraisers (BREA).  For more information contact Carlos Herrera at 408/630-3035 or cherrera@valleywater.org .

Course: Residential Report Writing and Case Studies
Feb
2 - 3
Location: Lafayette Library & Learning Center, Lafayette

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

This course engages appraisers in practical writing exercises necessary to produce convincing appraisal reports in daily practice. Course objectives are achieved through the discussion and application of residential valuation procedures, grammar rules and writing techniques, and specific writing assignments based on a residential case study. Participants will practice writing effective narrative comments for form appraisal reports and learn how to explain valuation procedures and conclusions to users of reports. The techniques applied in this course are useful in real-life situations that complicate routine assignments.

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

BEST VALUE RATE:  Register by 11/30 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $330
Standard / Non-AI - $435

Register by 12/30
AI Designated Members, Candidates for Designation & Affiliates - $350
Standard / Non-AI - $460

Register after 12/30
AI Designated Members, Candidates for Designation & Affiliates - $385
Standard / Non-AI - $490


 

Course: General Appraiser Income Approach - Part 2
Feb
13 - 16
Location: Lafayette Library & Learning Center, Lafayette

“Excellent instructor! Gary covered all the relevant information within the given time period brilliantly - with enough time for personal examples and student interaction.”

Instructor(s): Gary DeWeese, MAI

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.

This course engages appraisers in practical writing exercises necessary to produce convincing appraisal reports in daily practice. Course objectives are achieved through the discussion and application of residential valuation procedures, grammar rules and writing techniques, and specific writing assignments based on a residential case study. Participants will practice writing effective narrative comments for form appraisal reports and learn how to explain valuation procedures and conclusions to users of reports. The techniques applied in this course are useful in real-life situations that complicate routine assignments.

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

BEST VALUE RATE:  Register by 12/13 and Save up to $170!
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $730

Register by 1/13
AI Designated Members, Candidates for Designation & Affiliates - $665
Standard / Non-AI - $770

Register after 1/13
AI Designated Members, Candidates for Designation & Affiliates - $695
Standard / Non-AI - $795

Course: National USPAP 15-Hour
Feb
27 - 28
Location: University of Phoenix, Fairfield

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

Using the national USPAP course material copyrighted by The Appraisal Foundation, this two-day course covers basic rules for ethical behavior and competent performance. The course is designed to comply with USPAP requirements for state-certified appraisers and it highlights the role of the appraiser and the implied impartiality often associated with this role. Participants will learn how requirements of the Uniform Standards of Professional Appraisal Practice affect their appraisal businesses. 

Attendees must bring their own copy of the 2016-17 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org.

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

BEST VALUE RATE:  Register by 12/30 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $350
Standard / Non-AI - $445

Register by 1/30
AI Designated Members, Candidates for Designation & Affiliates - $380
Standard / Non-AI - $485

Register after 1/30
AI Designated Members, Candidates for Designation & Affiliates - $405
Standard / Non-AI - $510

Course: Condemnation - Principles and Applications
Feb
 

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.

NEW! Course: Review Case Studies - Residential
Feb
 

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

In this 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!

Course: Business Practices & Ethics
Mar
1
Location: University of Phoenix, Fairfield

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

This course addresses topics that were not included in the previous version, such as the Guide Notes to Standards of Professional Appraisal Practice. Numerous Q&As address real-life, up-to-date matters that appraisers encounter in various assignments, including mortgage lending, litigation, property tax appeal, and many more.

Leave with relevant and much-needed information for professional appraisers.

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

BEST VALUE RATE:  Register by 12/30 and Save up to $80!
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $255

Register by 1/30
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $280

Register after 1/30
AI Designated Members, Candidates for Designation & Affiliates - $285
Standard / Non-AI - $310

Note:  All registrants (even those who opt for hardcopy materials) will be provided with a link following registration to download additional required documents in advance of the course offering.

Course: National USPAP Update 7-Hour
Mar
2
Location: University of Phoenix, Fairfield

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

This 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 2016-17 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

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

BEST VALUE RATE:  Register by 12/30 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 1/30
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 1/30
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

2017 Annual Spring Conference
Mar
6
Location: Doubletree Hotel, Modesto

Residential * Commercial * Agricultural

The very first Valley Seminar began in 1970.  Our "modern" version of the Valley Seminar became known as the Spring Conference in 2000 and has taken place each spring at the Doubletree Hotel since 2006.  This event continues to evolve each year, with expanded breakout sessions to provide a greater depth of topics and the opportunity to hear from and connect with a variety of industry professionals. It is the combination of quality and content which draws an increasing number of attendees not only from the valley areas but from the greater Bay Area and beyond!

Panelists include
Mike Belote, President / Lobbyist, California Advocates, Inc.
Jim Martin, Bureau Chief, Bureau of Real Estate Appraisers
Ken Oster, Area 2 Resource Soil Scientist, USDA – Natural Resources Conservation Service
Jim Park, Executive Director, Appraisal Subcommittee

  • State of the Profession
  • The Nitty Gritty of Soil
  • Solar: Beyond Roofing Repairs
  • California High Speed Rail
  • Organic Crops
  • Commercial Market Update
  • Crazy Conditions in the Residential World: AMCs, AQB, CU & More!
  • Drones in the Air
  • Market Value and Ecological Assets
  • Residential Market Update
Board of Directors Meeting
Mar
16
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting & Networking Social
Mar
16
Location: Crow Canyon Country Club, Danville
Course: Review Theory - General
Mar
27 - 31
Location: University of Phoenix, Oakland

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

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.

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

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

Course: Introduction to Green Buildings
Apr
 

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.

2017 Spring Litigation Conference
May
11
Location: Filoli Gardens, Woodside

One of our most sought after award-winning conferences returns to the historic and beautiful grounds of Filoli again in 2017. 

  • Effective Cross Examination
  • Did You Think About . . . ?
  • Getting Eliminated by In Limine
  • Diminution of Value
  • Legal Bites

Presenters include
Randall Bell, PhD - Real Estate Damage Economics, LLC

Course: Advanced Market Analysis and Highest & Best Use
May
15 - 19
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s):  Gary DeWeese, MAI

The 35-hour Advanced Market Analysis and Highest & Best Use 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.

Combining the analytical processes of market analysis, highest and best use, and income valuation, this course is intended for those who have taken and passed the General Appraiser Market Analysis and Highest & Best Use course and have a thorough understanding of the mathematical and financial principles necessary to perform appraisals of income-producing properties.  Building on the Level B marketability studies that were applied in General Appraiser Market Analysis and Highest & Best Use, you will perform Level C marketability studies using fundamental demand analysis and study several real estate markets in a fictional city.

The economic base of the community is explored, and it is used as the subject and example for both physical and economic forces that affect all communities and consequently all real estate.  The remainder of the course consists of four case studies (apartment and condominium conversion, retail, industrial, and land with potential for mixed-use development) that are intended to demonstrate both the power of fundamental market analysis and its application to highest and best use decisions.

Note:  Because this course builds on concepts learned in the Appraisal Institute’s General Market Analysis and Highest & Best Use course, it is HIGHLY recommended that you take the Appraisal Institute’s General Market Analysis and Highest & Best Use course before you take this advanced course.  By taking both courses, you should gain a solid knowledge base of market analysis and highest and best use concepts. If you elect only to take this course, be advised that you’ll need to factor in additional study time to learn the general concepts presented in the previous course.

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

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 May 1 (pending availability)
Advanced Registration is Required

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



Board of Directors Meeting
May
18
Workshop, Chapter Business Meeting & Networking Social
May
18
Course: Real Estate Finance, Statistics and Valuation Modeling
May
22 - 23
Location: Lafayette Library & Learning Center, Lafayette

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

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 on values and 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.  This course revision includes an update on financial history and the future implications of the burst housing bubble. A discussion on how mortgages impact value also was added, as well as measuring volatility and standard deviations.

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

BEST VALUE RATE:  Register by 1/31 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $415
Standard / Non-AI - $515

Register by 3/31
AI Designated Members, Candidates for Designation & Affiliates - $445
Standard / Non-AI - $555

Register after 3/31
AI Designated Members, Candidates for Designation & Affiliates - $475
Standard / Non-AI - $575

Course: Supervisory Appraiser / Trainee Appraiser
Jun
16
Location: University of Phoenix, Livermore

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

If you entered into a new supervisor/trainee relationship after January 1, 2015, you must take a Supervisory/Trainee Course per the 2015 Real property Appraiser Qualifications Criteria. The Appraisal Institute’s four-hour course addresses the national minimum requirements, responsibilities, and expectations for Trainee Appraisers and Supervisory Appraisers that are included in the AQB’s required course outline.

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jun
19
Location: South Bay / Silicon Valley

A 4-hour required update for licensing/certification renewal.

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.

Symposium: The Role of Valuation Experts in the Current Regulatory Environment
Jun
23
Location: San Francisco or Oakland

Watch for more information about this informative new program sponsored by the Northern California Chapter.

Together we will learn about the marketplace, strategies, practices and more!

 

NEW! Seminar: Land Valuation
Jun
 
Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

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

Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
13 - 14
Location: University of Phoenix, Oakland


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.

Residential Symposium: All Day. All Residential.
Aug
 
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.

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.

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.

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
Seminar: Practical Highest & Best Use
Nov
 
Course: National USPAP Update 7-Hour (New Version 2018-19)
Dec
11
Location: South Bay / Silicon Valley

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

Commercial Symposium 2017
Dec
 
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.