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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
North Bay Branch Chapter Workshop and Networking Social: What's Up with North Bay Real Estate - 2017?"
Sep
7
Location: American AgCredit, Santa Rosa

The North Bay's favorite annual event returns!  This year's workshop focuses on the specific issues and trends that are currently affecting the North Bay real estate market. A local urban development advocate will highlight the feasibility of new infill development, municipal tax revenue potential from new construction, and the need for construction linked to the SMART Train. Three prominent commercial real estate brokers from the North Bay will share their thoughts on the local office, retail, and industrial sectors. Specifically, they will provide key insights regarding current market conditions, rental rate and sale price trends, vacancy rates, and their projections for the future.  Plus, two local agricultural appraisers will cover vineyard valuation and the importance of accounting for vineyards on rural residential properties in the Wine Country.

Panelists include

Robin Stephani – VP of Preconstruction, Wright Contracting and Board Member at Urban Community Partnership (North Bay Infill Development Advocacy Group)
William M. Severi, CCIM, CPM – President/CEO, North Bay Property Advisors
Barry Palma, CCIM – Senior Managing Director, Newmark Cornish & Carey
Annette Cooper - Senior Real Estate Advisor, Keegan & Coppin
Mark E. Gregg, ARA - Senior Appraiser, American AgCredit
Maria A. Camozzi - Vineyard Valuation Analyst, American AgCredit

Come for the information, then stay to network and enjoy complimentary appetizers!

BEST VALUE RATE: Register by August 24 and Save up to $30!
AI Designated Members, Candidates for Designation & Affiliates - $45
Standard / Non-AI - $60

Register after 8/24
AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $75

Silicon Valley Branch Chapter Workshop and Networking Social: "What's Up in Downtown San Jose?"
Sep
7
Location: Silicon Valley Capital Club, San Jose

They say, change is the only constant!

San Jose is no exception. 

San Jose currently has about 10 million square feet of office space and 39,000 employees in its downtown core.  However, if recent proposals become reality, the downtown will be radically transformed, roughly doubling in size.  Google alone has announced plans for an 8 MSF transit village adjoining downtown’s Diridon Station and the SAP (Shark Tank) Center.  Adobe Systems has recently revealed plans for a huge expansion of its existing World Headquarters site in downtown San Jose to include construction of a third tower plus additional leasing. TMG Partners recently announced the proposed Valley Oaks 1 MSF office project north of the SAP Center.

Seemingly every week yet a new development proposal surfaces.  What are the dynamics that have suddenly made San Jose so desirable as a tech hub?  What do these proposals bode for the future? Veteran Commercial Broker Mark Ritchie, AKA “Mr. San Jose”, will answer these questions and provide insight into the jaw dropping transformation which may soon evolve from proposals into a new reality.

Note:  The Silicon Valley Capital Club adheres to a strict dress code; Business Casual is acceptable.  However, shorts, T-shirts, tennis shoes & flip flops are not allowed.

Presesnter
Mark H. Ritchie - President, Ritchie Commercial

BEST VALUE RATE: Register by August 24 and Save up to $30!
AI Designated Members, Candidates for Designation & Affiliates - $45
Standard / Non-AI - $55

Register after 8/24
AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $70

Sierra Branch Chapter Hands-On Workshop "Zero Net Energy Home Building"
Sep
9
Location: Event will be in Stockton, CA; Specific Site TBD

"A unique partnership with Habitat for Humanity!  No building experience required. Just bring your energy, willingness to give back to those less fortunate and learn something new that is applicable to your appraisal practice!”

Join us for a rare opportunity to participate in a hands-on ZNE 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 earned notable recognition for innovative building practices that meets ZNE goals in a cost effective manner. At the time of this event, there will be 2-3 homes in various stages of the construction progress. The following topics will be covered in discussions and wherever possible, through hands-on experience. Time spent on each topic will depend on that day’s construction schedule, the number of participants, and their ability to complete related building tasks.

• Site: Orientation, Shading, Solar Potential and Water Management Considerations
• Foundations: Crawl Space Design, Vapor Barriers and Air Sealing
• Mechanical Systems: Heating, Cooling, Ventilation & Distribution
• Water:Heating, Efficient Fixtures & Solar PV
• Enclosures: Roofs & Walls, Advanced Framing, Insulation, Windows (NFRC ratings)

Presenters
George Koertzen, Design Builder, Dream Creek Construction
Debra Little, Valuation and Home Performance Specialist, BPI Certified Building Analyst, BIG Green Point Rater, CA Certified Appraiser

Approved for 3-hours of BREA CEC, SBE training credit and 15 points of Appraisal Institute CEC.  Time spent onsite participating in the actual building process is expected to be 4-hours.

A portion of the workshop proceeds will be donated back to Habitat for Humanity to help sustain their worthwhile efforts.


Learn. Earn. Give-Back.  Register Today!
AI Designated Members, Candidates for Designation & Affiliates - $85
Standard / Non-AI - $95

Board of Directors Meeting
Sep
14
Location: Crow Canyon Country Club, Danville
East Bay Branch Chapter "Simply Social"
Sep
20
Location: Incontro Ristorante, Danville

Join us on the patio for amazing complimentary appetizers, no-host beverages and networking.  Connect with peers and clients starting at 5:00pm.  Non-AI professionals are welcome - the more, the merrier!

Incontro Ristorante is located at 455 Hartz Avenue in Downtown Danville.  Parking is available off of Railroad Avenue (across from Lunardi's Market).

RSVP requested by 9/15 - Masayo Allen.

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

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

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, PhD
Futurist. Speaker. Author. Profound. Provocative. Pragmatic.
CEO & Founder, 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 and Assistant Planning Director, Economic Development and Forecasting, Integrated Planning and Research, Association of Bay Area Governments and Metropolitan Planning Commission
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
Alix Bockelman, Deputy Executive Director, Policy, MTC
Robin L. Thornton - Attorney, Greenan, Peffer, Sallander & Lally LLP

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 Learning, the Appraiser and the Paperless Office
  • Residential Hot Topics: Compliance and Marketplace Issues
  • Commercial & Residential Green Market Update
  • Right of Way: Front-End Issues in the 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

The sooner you register, the more you save!
BEST VALUE RATE: $300
Register by September 8 and Save up to $90!


Register by 9/22 - $330
Register after 9/22 - $390

2017 Fall Conference Sponsors
Silver Sponsors

  • Valbridge Property Advisors
  • LIA Administrators and Insurance Services
  • BBG
  • ParcelQuest

Bronze Sponsors

  • Berliner Kidder & Tish
  • Bradford Technologies
  • MacLane and Company

Media Sponsor

  • Appraisal Today

Partner with Us!  Become a Fall Conferene Sponsor
Sponsorship Benefits and Registration Information


Sacramento-Sierra Chapter Presents: 2017 Lake Tahoe Seminar
Oct
19 - 20
Location: Harvey's Resort / Casino , Lake Tahoe

Attend one or both days.

Thursday, October 19

  • AI Legislative Update
    Scott Dibiasio, Manager of State and Industry Affairs
  • A Reviewer’s Perspective
    – Justin Slack, MAI, SRA, AI-GRS, AI-RRS, HomeStreet Bank, Commercial Appraisal Manager
    – Doug Nason, Wells Fargo Senior Vice President, Southwestern Regional Appraisal Director
  • Land Valuation Entitlements & Development Considerations
    – Guy Spitzer, CCIM, ALC, Vice President, Cornish & Carey Commercial
  • Real Estate Market impacts of Marijuana legalization
    – Rodman Schley, MAI, Senior Managing Director, BBG Inc
    – Hezekiah Allen, Executive Director, California Grower’s Association
    – Pat McHone, Chief Credit Officer, River City Bank
    – Jerry Rocha, Real Estate Appraiser, City of Ferndale Planning Commissioner
    – Tommy Ponder, SIOR, Vice President Colliers International
  • Wines of the West
    – Kasey DeFranco, Sommelier, Adjunct Faculty Member @ Lake Tahoe Community College

Friday, October 20

  • Hot Topics and Myths in Appraiser Liability (morning session)
    – Peter Christensen, General Counsel, LIA Administrators & Insurance Services
  • Litigation Issues and Valuation Headscratchers (afternoon session)
    – Stephen D. Roach, MAI, SRA, AI-GRS, Jones, Roach & Caringella, Inc.
    – Bruce Beach, Attorney At Law, Best Best & Krieger LLP
    **State of the AI Presentation (luncheon) featuring AI National President Elect Officer Jim Murrett, MAI, SRA
    (Q&A immediately following the conclusion of his presentation)

For questions or more information about this program sponsored by the Sacramento-Sierra Chapter, contact jenny@sac-ai.org or (916) 972-9700.

 

 

Joint Region Meeting (Regions I, II & VII)
Oct
21
Location: Harvey's Resort / Casino, Lake Tahoe

National Leadership in attendance includes:
Scott Robinson, MAI, SRA, AI-GRS - Immediate Past National President
James Murrett, MAI, SRA - President Elect

Northern California Chapter Appraisal Institute professionals (those not serving in an elected Regional capacity) are also welcome to attend.  The GSPT (Governance Structure Project Team) will be a topic of discussion.

An optional Dutch Treat Reception/Dinner will be held on Friday, October 20.

For additional information about this event, contact Elly Snow, Region I Executive Director - region1@qwestoffice.net or 206/622-8425.

Course: General Appraiser Income Approach - Part 1
Oct
25 - 28
Location: Lafayette Library & Learning Center, Lafayette

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.

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 August 25 and Save up to $170!
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $730

Register by 9/25
AI Designated Members, Candidates for Designation & Affiliates - $665
Standard / Non-AI - $770

Register after 9/25
AI Designated Members, Candidates for Designation & Affiliates - $695
Standard / Non-AI - $795

Workshop: Introduction to Spreadsheet Applications
Nov
1
Location: Holiday Inn, Dublin

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

This 2-hour workshop is designed as an introduction to spreadsheet and analytics software for appraisers.  The software used is open source, and students will leave with a FREE copy.  Perfect for those needing to brush-up on Excel before taking Stats, Graphs and Data Science.

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

Register by Sept 30 and Save up to $140!
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: University of Phoenix, Livermore

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.

Note: Registration for this program is handled directly through valuemetrics.info or 619/297-6816.

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, like 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!

Advanced Registration is Required

AI Designated Members and Candidates for Designation - $650
Standard / Non-AI - $900

 

Seminar: Practical Highest & Best Use
Nov
 
Commercial Symposium: Appraising Unique and Special Purpose Properties
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

Topics include
Hotels & Motels
Residential Care Facilities
Waterfront Properties & Marinas
Medical & Dental Facilities


Panelists
Suzanne Mellen, MAI, HVS
Bennett Johnson, CBRE
Michael Yovino-Young, MAI, SRA, Yovino-Young, Inc.
Brian Rapela, MAI, Josehp Blake & Associates

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

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 October 13 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 11/17
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 11/17
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

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.

Board of Directors Meeting
Jan
18
Workshop, Chapter Business Meeting & Installation Celebration
Jan
18
Course: National USPAP Update 7-Hour (New Version 2018-19)
Jan
19
Location: Lafayette Library & Learning Center, Lafayette

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

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

 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 November 17 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 12/22
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 12/22
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

Course: Advanced Concepts and Case Studies
Jan
25 - 31
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

" . . . the best course that a designated or advanced commercial appraiser can take to learn current state of the art appraisal practice from complex case studies."

This course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 35 hours of traditional classroom education and wraps up with a three-hour exam on the sixth morning. Advanced Concepts and Case Studies synthesizes basic and advanced valuation techniques taught in previous courses, and addresses consistent treatment of the three valuation approaches for various valuation problems. Case studies teach participants how to address common but complex appraisal issues, including a leased fee not at market rent, a proposed property, a property in a market not at equilibrium, and a subdivision. The course emphasizes the need to test the reasonableness of conclusion in an appraisal. Like all advanced education courses sponsored by the Appraisal Institute, the course naturally reviews many concepts taught in previous courses.

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

Note:  No instruction on Sunday, January 28.

REGISTRATION CLOSES on January 15 (or sooner, pending availability)
Advanced Registration is Required

AI Designated Members and Candidates for Designation - $850
Standard / Non-AI - $1,200

 

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: Residential Market Analysis and Highest & Best Use
Jan
 
NEW! Course: Practical Applications in Appraising Commercial Green Properties
Jan
 

This 2-day professional development course replaces Case Studies in Appraising Green Commercial Buildings.  Attendees will learn to apply appraisal methodology to a variety of green building appraisal problems.  Content is based on the new book, The Valuation of Green Commercial Real Estate.

Course: National USPAP Update 7-Hour (New Version 2018-19)
Feb
1
Location: Modesto

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

Course: Business Practices & Ethics
Feb
2
Location: Modesto
Course: General Appraiser Site Valuation & Cost Approach
Feb
 
Course: USPAP 15-Hour (2018-19)
Feb
 
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: General Appraiser Income Approach - Part 1
Mar
 
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

Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 
Course: The Appraiser as an Expert Witness
Apr
 
2018 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!

Course: General Appraiser Sales Comparison Approach
May
 
Course: Review Theory - Residential
May
 
Course: Residential and Commercial Valuation of Solar
Jun
 
Course: Supervisory Appraiser / Trainee Appraiser
Jun
 
Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

Our most popular one-day seminar returns to the Napa Valley in the summer of 2018!

Course: General Appraiser Income Approach - Part 2
Aug
 
Course: Valuation of Conservation Easements
Aug
 
The Residential Symposium 2018: All Day. All Residential.
Aug
 
Course: Advanced Income Capitalization
Sep
 
2018 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
 
Course: Case Studies in Appraising Green Residential Buildings
Nov
 
Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
 
Course: Quantitative Analysis
Dec