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Education / Events

  • Dates, locations & instructors are subject to change.
  • Interested attendees are encouraged to register early as we reserve the right to cancel any program due to low attendance.
  • For information on the new AQB (Appraiser Qualifications Board) Requirements that went into effect on January 1, 2008 visit www.appraisalfoundation.org.
Looking Ahead
Course: Supervisory Appraiser / Trainee Appraiser
Jun
16
Location: Bay East Association of REALTORS (New facility - they've relocated to Koll Center Parkway), Pleasanton

A 4-hour 1/2 day afternoon presentation.

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

“This course imparts necessary knowledge to both supervisors and trainees, prior to sitting for an experience review. Understanding the expectations and obligations of both parties makes for a smoother and more professional relationship." 

Starting Jan. 1, 2015, all individuals who become supervisory appraisers and trainee appraisers will be required to take a supervisory/trainee course per the 2015 Real Property Appraiser Qualification Criteria. This four-hour course will address the national minimum requirements, responsibilities, and expectations for trainee appraisers and supervisory appraisers that are included in the AQB’s required course outline.

Important FAQs - Read before registering.  Several states require a Supervisory Appraiser / Trainee Appraiser Course that contains state-specific material not covered in this course.  Attending this course in-state is highly recommended.

ONLY scheduled offering in Northern California in 2016
AI Designated Members, Candidates for Designation & Affiliates - $185
Standard / Non-AI - $205

Golden Gate Branch Chapter "Simply Social"
Jun
16
Location: Sens Restaurant at Embarcadero 4, San Francisco

Get set to take in the stunning views of the Ferry Building and San Francisco Bay!  Plan now to join us for an informal "Simply Social" gathering from 5-7pm. Bring your peers and clients for evening of fun and networking.  Beverages are "no host".  

Sens is located at 4 Embarcadero Center, Promenade Level, San Francisco.

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jun
16
Location: Bay East Association of REALTORS (new facility - they've relocated), Pleasanton

A 4-hour update required for renewals after 1/1/13.  This is a 1/2-day morning presentation.

Co-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. 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.  Also includes highlights of the NEW Supervisory / Trainee requirements effective 1/1/15 as well as the current BREA requirements for AMCs and what actions by an AMC are prohibited or permitted.

SEATING IS VERY LIMITED
AI Designated Members, Candidates for Designation & Affiliates - $145
Standard / Non-AI - $155

 

Monterey Bay Branch Chapter "Simply Social"
Jun
17
Location: Crazy Horse at the Bay View Hotel, Monterey

It's back by popular demand! 

An opportunity to "meet and greet" on the beautiful Monterey Peninsula with your peers and potential clients.  Join us for appetizers and no-host beverages starting at 5pm!  Come one, come all! 

Located just off the Cabrillo Highway only 10 minutes from the famous Cannery Row area is the Crazy Horse Restaurant, located inside the Bay Park Hotel at 1425 Munras Avenue in Monterey.

RSVP requested.  Questions? Contact Bruce Mendenhall, SRA or Ryan Whitelaw, MAI.

Capstone Program: General Demonstration Report
Jul
11 - 17
Location: Holiday Inn Fisherman's Wharf, San Francisco

The General Demonstration Report—Capstone Program is an option Candidates for Designation may choose to complete their demonstration of knowledge requirement for their MAI designation. Like the traditional requirement, the same skills and knowledge base are required to produce a complete demonstration appraisal report. However, this program was designed to offer an option that accelerates the completion of the report. Instead of selecting and compiling data on a property, participants are provided with a subject property and data to analyze and then write the report in a limited time span of approximately two months. Participants must attend two webinars and a 7-day classroom session where facilitators will be on hand to answer questions and offer guidance. The full report is submitted for grading at noon on the seventh day.

The program is designed to be completed in approximately two months; therefore, participants must realize they will need to commit a considerable amount of that time on analysis and writing tasks PRIOR to the classroom setting. One pre-class writing assignment (fundamental market analysis) is required before the second webinar. It is important that participants understand they will need to spend a minimum of 150-200 hours to successfully complete this program. And during the 7-day classroom session, participants should expect to work on their reports after the 7-hour days spent in the classroom. 10-12 hours a day that week will not be unusual.

This offering is being sponsored by the Appraisal Institute National Office. For questions or additional information contact nationalprograms@appraisalinstitute.org  or (312) 335-4207.

Course: Business Practices & Ethics
Jul
15
Location: Bay East Association of REALTORS (new facility - they've relocated), Pleasanton

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.

The course contains relevant and much-needed information for professional appraisers.

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

Still Time to Secure a Seat:  Register by 6/15 and Save up to $45!

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

Register after 6/15
AI Designated Members, Candidates for Designation & Affiliates - $285
Standard / Non-AI - $310

Course: General Appraiser Sales Comparison Approach
Jul
18 - 21
Location: Lafayette Library & Learning Center, Lafayette

General Appraiser Sales Comparison Approach is an in-depth look at this valuation analysis method. It begins with detailed discussions of property comparability, techniques used to gather and verify data for a subject property, and use of this data in selecting appropriate comparable properties and neighborhoods for analysis in the approach. The course explores ways to sort and analyze data and effectively apply certain statistical analysis tools. Quantitative and qualitative analysis of comparable sales using units and elements of comparison is approached through extensive practice problems, case studies, and lecture.

Instructor(s): Gary DeWeese, MAI

Register by 6/20 and Save up to $130!
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760

Register after 6/20
AI Designated Members, Candidates for Designation & Affiliates - $690
Standard / Non-AI - $790


Board of Directors Meeting
Jul
21
Silicon Valley Branch Chapter "Simply Social"
Jul
 
Location: Silicon Valley

Watch for specific details to be posted soon.  This Silicon Valley "Simply Social" will provide an informal gathering to network and catch up with peers and clients and is open to anyone with an interest in real estate.

The Residential Symposium
Aug
5
Location: Holiday Inn, Dublin

All Day. All Residential.

Building on the success of last year's Residential Symposium, plans are already well-underway to present residential appraisers with meaningful tools and tips they can really use to prosper in today's ever-changing real estate environment:

  • AMCs: Selecting Appraisers / Lender Audit Review Process
  • Big Data: Automated Valuation Services & Field Level Efficiency
  • Underwriting Appraisals / Collateral Underwriter (CU) Update
  • Appraiser Liability:  Litigation and Legal Work for Appraisers
  • Appraisal Review: Eliminating Compliance-Risk from Your Report

Panelists
Paul Chandler, MAI, Property Sciences Group, Inc.
Michael Simmons, Executive Vice President, AXIS
Anthony Blackburn, CEO, Apple Appraisal
Jody Reid, CEO, Gott Appraisal
Jeremy Sicklik, Co-Founder / CEO, HouseCanary
Stephen Geller, MAI, Esq., Geller and Associates
Jared Mickel, SRA, RG, Quality Control Appraiser, Value 360
Denis DeSaix, MAI, SRA, Principal, Metrocal Appraisal
plus
Representative from Plaza Mortgage

Sponsorships Available: Learn More

Monterey Bay Branch Chapter Workshop & Networking Social - "Residential Adjustments: Let's Be Reasonable . . ."
Aug
19
Location: Monterey Peninsula

"One of the best presentations I have heard and very relevant."

Presenter(s): Denis DeSaix, MAI, SRA

Watch for more details about this informative 2-hour workshop.  Applications for BREA and AI CEC are being submitted.

Sponsorships available - Learn more.

Course: Application and Interpretation of Simple Linear Regression
Aug
29 - 30
Location: University of Phoenix, Oakland

Instructor(s): John Urubek, MAI

This two-day course is designed for appraisal professionals who want to learn how to use Microsoft® Excel to apply statistical methods to valuation problems. The course employs Excel’s "data analysis" add-in and charting capabilities to assist in developing descriptive statistics and in using simple linear regression analysis to estimate linear relationships between two variables. Topics include descriptive statistics, charts and tables, an introduction to simple linear regression, assumptions underlying application of linear regression modeling, nonlinear curve fitting, prediction and forecasting, data sufficiency, and separation of pooled data by submarket. Participants will be engaged in hands-on learning, discovering and applying basic statistical methods to data sets custom built to illustrate each session’s objectives in a valuation context. This course will help you gain a solid understanding of simple linear regression analysis and be prepared for more advanced multiple linear regression study.

This course is in the Analytics for Valuation Professional Development Program. For more information, click here.

BEST VALUE RATE:  Register by 7/8 and Save up to $155!
AI Designated Members, Candidates for Designation & Affiliates - $420
Standard / Non-AI - $520

Register by 8/5
AI Designated Members, Candidates for Designation & Affiliates - $445
Standard / Non-AI - $545

Register after 8/5
AI Designated Members, Candidates for Designation & Affiliates - $475
Standard / Non-AI - $575


North Bay Branch Chapter Workshop and Networking Social: "What's Up with North Bay Real Estate?"
Sep
1
Location: Santa Rosa

Watch for more details about this annual event to be posted soon.

 

Course: Advanced Income Capitalization
Sep
12 - 16
Location: Bay East Association of REALTORS (New facility - they've relocated to Koll Center Parkway), Pleasanton

ONLY opportunity to catch this course "LIVE" in Northern California in 2016

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

Instructor(s): Gary DeWeese, MAI

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.

EARLY REGISTRATION REQUIRED:  Registration closes on August 29 (pending availability)
AI Designated Members and Candidates for Designation - $745

Standard / Non-AI - $1,065

Board of Directors Meeting
Sep
15
Location: Lafayette Library & Learning Center, Lafayette
Workshop, Chapter Business Meeting & Networking Social: "Finding Evidence to Estimate a Loss in Value"
Sep
15
Location: Lafayette Library & Learning Center, Lafayette

Workshop Presenter: Richard M. Betts, MAI, SRA

Course: Valuation of Conservation Easements
Sep
19 - 23
Location: University of Phoenix, Fairfield

Instructor(s): Joe "Mags" Magdziarz, MAI, SRA, AI-GRS, AI-RRS

Valuation of Conservation Easements
is an intense, advanced-level educational endeavor dealing with one of the most controversial topics in the realm of valuation. It is designed for the advanced, general certified appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.

Over 4½ days, this intensive program will familiarize participants with conservation easement valuations in a variety of different situations, including conventional appraisals, appraisals that are required to comply with the Yellow Book, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, in-depth homework assignments, and case-law analysis.

Note: Registrants must be certified general appraisers.

BEST VALUE RATE:  Register by 7/25 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $655
Standard / Non-AI - $765

Register by 8/22
AI Designated Members, Candidates for Designation & Affiliates - $690
Standard / Non-AI - $795

Register after 8/22
AI Designated Members, Candidates for Designation & Affiliates - $710
Standard / Non-AI - $815


Course: Residential Report Writing and Case Studies
Sep
22 - 23
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.

BEST VALUE RATE:  Register by 7/21 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $330
Standard / Non-AI - $435

Register by 8/25
AI Designated Members, Candidates for Designation & Affiliates - $350
Standard / Non-AI - $460

Register after 8/25
AI Designated Members, Candidates for Designation & Affiliates - $385
Standard / Non-AI - $490


NEW! Seminar: Land Valuation
Sep
 
2016 Annual Fall Conference: Real Estate & Appraisal Symposium
Oct
19
Location: San Francisco Marriott Marquis, San Francisco

A Northern California Chapter Tradition for 66 Consecutive Years!

Save the date and plan now to join us for our award-winning signature conference. 

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 over 250 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 Speaker
Liz Laderman
Senior Economic Outreach Economist
Economic Education and Outreach Department of the Federal Reserve Bank of San Francisco
“The U.S. Economy and the San Francisco Fed’s Outlook”

Topics include

  • Limited Partnerships
  • Business Valuation Methodology & Intangibles
  • Capital Markets and Real Estate
  • The Commercial Bubble: A Market Update
  • The Residential Bubble: A Market Update
  • Value Added and Highest & Best Use: Flipping and Multifamily Repositioning
  • Billboards and Cell Towers:  Do I Have to Appraise that, Too?
  • Expand Your Practice: Residential Litigation & Adjustments
  • Beginner's Guide to Litigation
  • Expand Your Practice: IRS Appraisals
  • Solar and High Performance Buildings
  • Title Reports
  • Standards, Scope of Work & Reporting: Non-Lender Assignments

Panelists include
Christian Losness, The Losness Group, Apartment Broker
Jeffery Zell, Zell and Associates, Inc., Apartment Management
Robert Sammons, Cushman & Wakefield, Regional Director Northwest U.S. Research
Andrew Nelson, Colliers, Chief Economist
Ben Hoen, Lawrence Berkeley National Laboratory, Staff Research Associate, Electricity Markets and Policy Group
Jamie Johnson, Energy Sense Finance, Founder
Tim Runde, MAI, LEED AP, Runde & Partners, Inc., President
Ron Ceruti, IRS Supervisor (retired)
Brett I. Reynolds MAI, CCIM, Colliers - Valuation & Advisory Services, Valuation Services Director

Sponsorships Available - Learn More.

Seminar: Residential Applications Part 2 - Using Microsoft Excel to Analyze and Support Appraisal Assignments Results
Nov
4
Location: University of Phoenix, Fairfield

Instructor(s): Dean Zantow, SRA

We are bringing this seminar back to Northern California again in early November 2016 based on popular demand!  If you missed our 2014 offering - don't miss out again.

Fannie Mae's new Collateral Underwriter (CU) requirement requires residential appraisers to prove their adjustments. This seminar provides the knowledge needed to do just that!

"The seminar is exactly what residential appraisers need today to understand how CU works, since it explains linear regression using their own MLS data combined with Excel. It gives them the tools to use regression in their own markets to understand what Fannie Mae's CU will be generating for typical adjustments."
Craig Steinley, SRA, AI-RRS

Building on the skills and techniques highlighted in Residential Applications Part 1: Using Technology to Measure and Support Assignment Results, this practical, hands-on seminar provides residential appraisers with an additional set of technological tools to measure and support work results that will increase client satisfaction.

Learn how to create charts, graphs, and tables to provide market-derived support for the following appraisal issues: neighborhood age and sale price, neighborhood predominant age and sale price, exposure time, gross living area adjustments, site value and site adjustments, stigma, external obsolescence, liquidation value, and market analysis using the Fannie Mae 1004MC. Immediately use your seminar handbook full of examples and step-by-step instructions for later reference. This could be one of the most valuable residential seminars you have ever taken!

BEST VALUE RATE:  Register by 9/9 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $200
Standard / Non-AI - $225

Register by 10/07
AI Designated Members, Candidates for Designation & Affiliates - $245
Standard / Non-AI - $255

Register after 10/07
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $290

Board of Directors Meeting
Nov
10
Workshop, Chapter Business Meeting & Networking Social: "State of the Profession"
Nov
10
Location: East Bay

"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.

Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Nov
 

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.

Commercial Symposium: All Day. All Commercial.
Dec
9
Location: Preservation Park, Oakland
Golden Gate Branch Chapter Holiday Luncheon
Dec
 
Location: L'Oliver Restaurant, San Francisco
NEW! Course: Review Case Studies - Residential
Dec
 

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

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

Advanced Registration is Required



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.

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




Investor's Forum
Feb
 
Location: San Francisco

Watch for more information about this informative program joint program sponsored by the Northern California Chapters of the Appraisal Institute and CCIM featuring a panel of investors and audience participation. 

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

 

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!

2017 Spring Litigation Conference
May
18
Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

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