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

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. Examines 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.

Instructor(s): Stephen Roach, MAI, SRA

One of the courses required for the Appraisal Institute's Litigation Professional Development Program.  LEARN MORE.

Still Time to Save and Secure a Seat!

AI Designated Members, Candidates for Designation & Affiliates - $575
Standard / Non-AI - $675

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

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

Register by December 31 and SAVE!
AI Designated Members, Candidates for Designation & Affiliates - $210
Standard / Non-AI - $250

Register after December 31
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $275

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

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

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

Register by December 31 and SAVE!
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $270

Register after December 31
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $295

Board of Directors Meeting
Jan
22
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Installation Celebration
Jan
22
Location: Crow Canyon Country Club, Danville

"Liability, Lawsuits & Damages – Appraiser Risks and Opportunities" 

Attorneys and Appraisers work closely together in many areas of real estate.  Join us as three of the Bay Area’s top real estate lawyers share with us their perspective on our industry and explain how to minimize the risk of litigation, but maximize the recovery in the event of loss.  Fortunately, most Appraisers spend more time in court as expert witnesses than as defendants.  These lawyers all use expert witnesses regularly and will share with us their experiences and practice.  Whether you have an interest in bullet proofing your practice, learning about various areas of real estate law or trying to build your expert witness resume, you must not miss this workshop.

Workshop Panelists

Peter Catalanotti, Esq, - Manning & Kass Ellrod, Ramierez, Trester LLP
John J. Standers, Esq. - Angius & Terry, LLP
Scott Phillips, Esq. - Phillips, Downs & Simontacchi – Marin Real Estate Law

No need to rush into traffic following the 2-hour workshop.  Plan now to join 2014 Chapter President Kelly Stevens, SRA, hand off the gavel to 2015 Chapter President Kathryn Sturgis-Bright, MAI!  Along with Kathryn, the 2015 Leadership Team will be Installed - don't miss this opportunity to "Meet & Greet".

BEST VALUE RATE: Register by January 8 and Save!
AI Designated Members, Candidates for Designation & Affiliates - $50
Standard / Non-AI - $60

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

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

Essential for those seeking Residential Licensing/Certification and/or the SRA Designation.  Through two in-depth case studies, this introductory course provides you with the techniques necessary for completing the sales comparison and income capitalization approaches of the valuation process. You will develop and apply qualitative and quantitative analysis techniques as well as organize and reconcile data.

Instructor(s): Arlen Mills, MAI, SRA

Register by January 5 and SAVE!
AI Designated Members, Candidates for Designation & Affiliates - $525
Standard / Non-AI - $625

Register after January 5
AI Designated Members, Candidates for Designation & Affiliates - $550
Standard / Non-AI - $650

Course: Advanced Market Analysis and Highest & Best Use
Feb
2 - 6
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

The 35-hour Advanced Market Analysis and Highest & Best Usecourse implements a blended learning approach, which includes a pre-class, two-hour onlinesession 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.

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

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

 

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

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.

NOTE: The appraiser 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.

Course price does not include a copy of the current USPAP edition, which is required for course credit.  Attendees must bring their own copy of 2014-2015 USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link:
www.appraisalfoundation.org

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

BEST VALUE Rate:  Register by December 19
AI Designated Members, Candidates for Designation & Affiliates - $325
Standard / Non-AI - $425

Register by January 16
AI Designated Members, Candidates for Designation & Affiliates - $355
Standard / Non-AI - $455

Register after January 16
AI Designated Members, Candidates for Designation & Affiliates - $380
Standard / Non-AI - $480

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

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.

Instructor(s): Gary DeWeese, MAI

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

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

This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you'll need to successfully complete the program, click here.

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

NEW Course: Supervisory / Trainee Appraiser
Feb
23
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Terry O. Bernhardt, JD, SRA

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.

NEW Course: Supervisory / Trainee Appraiser
Feb
24
Location: University of Phoenix, Fairfield

Instructor(s): Terry O. Bernhardt, JD, SRA

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.

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Feb
 
2015 Annual Spring Conference
Mar
2
Location: Doubletree Hotel, Modesto

NEW for 2015 - Expanded Breakout Sessions.  More of the topics you are interested in to choose from!

State of the Profession

  • Jim Martin, Director, BREA
  • Mike Belote, California Advocates

Breakout Topics Include

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

Panelists include

  • Jeff Bradford - Bradford Technologies
  • Kurt F. Vote - Wagner Jones Helsley PC
  • Rob Melfe - Rabobank
  • Garrick Brown - Cassidy Turley
  • Zach Kaufmann - Colliers International
  • Ben Slaughter, ARA - Correia-Xavier
  • Marcy Nomelli - Ambeck Mortgage Associates
  • John Medeiros - PMZ, Inc.
  • Paul Chandler, MAI - The Property Sciences Group, Inc.
  • Steven Ames - Stanislaus Business Alliance
  • Ryan Swehla, CCIM - NAI Benchmark
  • Don Grebe - California High Speed Rail Authority
  • Ofelia P. Alcantara, PE - California High Speed Rail Authority
  • Michael Lockard, MAI, R/W-AC - RowLand Valuation
  • . . . additional panelists to be named

 

 

Board of Directors Meeting
Mar
19
Location: Tri-Valley Area
Workshop, Chapter Business Meeting and Networking Social
Mar
19
Location: Tri-Valley Area
Seminar: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications "Yellow Book"
Mar
23 - 24

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

Course: General Appraiser Income Approach - Part II
Mar
 

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.

NEW Course: Review Case Studies - General
Mar
 

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

Seminar: General Demonstration Report Writing
Mar
 

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

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

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

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

Updated to Reflect Today's Economy!

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

Instructor(s): Dawn Molitor-Gennrich, SRA

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

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

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

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

Instructor(s): Dawn Molitor-Gennrich, SRA

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

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

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

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

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

Breakout Sessions Include
Legal Bites
- F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regala
Big Data and Admissibility
Legal Reasoning and Logic
The Trial Process – How Does It Work and What to Expect in Court?

Course: General Appraiser Report Writing and Case Studies
May
 

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Course: National USPAP 7-Hour Update
Jun
5
Location: San Francisco

Instructor(s): Arlen Mills, MAI, SRA

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

 

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

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

Instructor(s): Arlen Mills, MAI, SRA

Course: Advanced Income Capitalization
Jun
 

The 35-hour Advanced Income Capitalization course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 30 hours of traditional classroom education and wraps up with a three-hour exam on the fifth morning. Advanced Income Capitalization builds on topics covered in the General Appraiser Income Approach/Part 1 and General Appraiser Income Approach/Part 2 courses. It introduces additional topics that a seasoned general appraiser can expect to meet in everyday practice. The course features a limited review of material covered in the previous income courses to maximize the time available for advanced topics. Advanced topics are divided into six general areas.

NEW Course: Two-Day Advanced Income Capitalization - Part A
Jul
9 - 10

Instructor(s): Gary DeWeese, MAI

NEW Course: Review Case Studies - Residential
Jul
 

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

Seminar: Vineyard Valuation
Jul
 
2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
16
Location: San Francisco

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

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

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

Sponorship opportunities are available - learn more.

Board of Directors Meeting
Nov
12
Location: Tri-Valley Area
Workshop, Chapter Business Meeting and Networking Social
Nov
12
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
Seminar: Commercial Tapas - All Day. All Commercial.
Nov
 
Seminar: Residential Tapas - All Day. All Residential.
Nov
 
Course: Business Practices and Ethics
Dec
 
Course: National USPAP 7-Hour Update
Dec
 
Seminar: Extreme Appraising
Dec
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

Dates for the following tentative offerings have not yet been determined
Seminar: Arbitration - What You Can't Learn from Books
Seminar: Brewery Valuation