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

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

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

Last year the Northern California Chapter’s Residential Tapas was rated one of the best educational events in the history of the Northern California appraisal industry.  And, this year’s seminar promises to be even better!  From AVMs to UAD – we’ve got the topics covered.  If you are a residential appraiser who is looking to run a more efficient and profitable appraisal business in ever-changing regulatory and economic environments, then this is one day that you cannot afford to miss!  Our 6 esteemed panelists are uniquely entrenched in the residential appraisal profession and ready to share their knowledge to help you propel and navigate your residential appraisal career.

Topics include:

  • Inside an AMC - Successful Strategies for Partnering
  • Alternative Products 2.0 - Lessons from the Past
  • Fire Side Chat
  • Achieving Growth in Today’s Volatile Marketplace
  • Current Valuation Topics – Rising Markets, Conditions, UAD & Blacklisting
  • Learn How Appraisers Can Benefit from Big Data

Panelists include:

  • Tony Pistilli - Chief Appraiser, Solutionstar Settlement Solutions
  • Bill Rayburn, MAI, SRA - Chairman/CEO, FNC, Inc.
  • Michael Simmons - SVP, AXIS
  • Mark Chapin, IFA - Executive Vice President & CVO, Solidifi
  • Greg Stephens, SRA - Chief Appraiser & SVP Compliance, Metro-West Appraisal Co., LLC
  • Jeff Bradford - President, Bradford Technologies

Still time to SAVE: Register by October 24
AI Designated Members, Candidates for Designation & Affiliates - $200
Standard / Non-AI - $220

Register after October 24
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $240

Course: Advanced Concepts and Case Studies
Nov
5 - 11
Location: John F. Kennedy University, Pleasant Hill

Instructor(s): Gary DeWeese, MAI

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

Note: No instruction on Sunday, November 9.

Registration is now closed.

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

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

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

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

The Northern Bay Area, like most other areas, has a diverse range of real estate classes with supply and demand affecting prices.  Our panel will inform you of the current market fundaments for these many classes of real estate.  Many of the panelists are users of appraisal reports providing access and insight to what is expected in an appraisal report.  Further, you will be given the opportunity to pose questions regarding these real estate types, the use of your appraisals, and the economic outlook for the North Bay.

Workshop Panelists include:

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

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

AI Designated Members, Candidates for Designation & Affiliates - $50
Standard / Non-AI - $60



SCCAI 47th Annual Litigation Seminar
Nov
13
Location: City Club, Los Angeles

This event is being sponsored by the Southern California Chapter of the Appraisal Institute.  For questions or more information contact lianna@sccai.org 
 or call (818) 957-5111x20.

Topics include:

  • A Case Study: Severance Damage Issues In Grade Separation Projects
  • How Real Estate Valuers Have Abdicated Their Role as Expert Witnesses and Expert Service Providers in Commercial Litigation
  • Economist vs. Appraiser – Tools of the Trade in Litigation
  • "Dirty Little Secrets: Part Deux” – Toxic Litigation
  • The Perception of Advocacy and Consequences for the Appraiser
  • Introduction to the Litigation Appraisal Process




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

A one-day seminar focusing on issues important to commercial real estate appraisers. Back to San Francisco for its third straight year, Commercial Tapas is becoming the must attend event of the year for Bay Area Appraisers (and beyond).  This year we have five uniquely different topics presented by local experts in their field:

  • Looking Forward . . .  Residential Living in 2035, Prognostications by 3 Industry Professionals
  • Non-Bank Financing/Bridge Lending – Alternative Financing Solutions
  • National Sale-Leaseback Market
  • Emerging Trends in the East Bay: Multifamily & Office
  • Commercial Real Estate Ownership Structures, Taxation and Transfers

Panelists include:

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

 

CalASFMRA 2014 Fall Meeting
Nov
18 - 21
Location: The Cliff's Resort, Pismo Beach

The new FARMit Education Program developed by the California Chapter of Farm Managers and Rural Appraisers (CalASFMRA) will be introduced as part of the organization’s 2014 Fall Meeting November 18 – 21 at The Cliff’s Resort in Pismo Beach. FARMit, Farm and Ranch Management Industry Training, has been developed for agribusiness professionals looking to improve their skills and productivity in day to day business operations.  View complete brochure. For questions or more information contact 209/368-3672 or sroget@calasfmra.com

 

 

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

"State of the Profession"

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

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

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

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

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

Instructor(s): Arlen Mills, MAI, SRA

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

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

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

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

Instructor(s): Dawn Moliltor-Gennrich, SRA

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

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

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

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

Instructor(s): Dawn Molitor-Gennrich, SRA

This seminar is designed to help you recognize and understand the laws and regulations associated with financial institutions that are most important to appraisers at a federal and state level.  By being better informed you’ll be able to establish a clear path to maintaining compliance and effectively reconcile conflicting interpretations and requests from clients.  A thorough understanding of applicable appraiser regulatory obligations will also increase your efficiency.

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

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

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

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

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

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

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

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

 

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

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

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

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

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

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

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): Steve Roach, MAI, SRA

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

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

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

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

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

Instructor(s): Arlen Mills, MAI, SRA

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

Instructor(s): Gary DeWeese, MAI

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

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

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

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

Instructor(s): Gary DeWeese, MAI

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

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

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

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

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

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

 

Course: General Appraiser Income Approach - Part II
Mar
 
NEW Course: Review Case Studies - General
Mar
 

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.

NEW Course: Supervisor / Trainee
Mar
 

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: General Demonstration Report Writing
Mar
 
Outlook 2015 Agribusiness Conference
Apr
16 - 17
Location: Paso Robles Events Center, Paso Robles

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

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

Instructor(s): Dawn Molitor-Gennrich, SRA

Course: The Appraiser as an Expert Witness: Preparation and Testimony
Apr
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
May
1
Location: University of Phoenix, Livermore

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

Instructor(s): Dawn Molitor-Gennrich, SRA

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!

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

Course: General Appraiser Report Writing and Case Studies
May
 
Course: National USPAP 7-Hour Update
Jun
5
Location: San Francisco

Instructor(s): Arlen Mills, MAI, SRA

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

 

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

Instructor(s): Arlen Mills, MAI, SRA

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

Instructor(s): Gary DeWeese, MAI

Course: Advanced Income Capitalization
Jun
 
NEW Course: Review Case Studies - Residential
Jul
 

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
Sep
 
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
Seminar: Commercial Tapas - All Day. All Commercial.
Nov
 
Seminar: Residential Tapas - All Day. All Residential.
Nov
 
Course: Business Practices and Ethics
Dec
 
Course: National USPAP 7-Hour Update
Dec
 
Seminar: Extreme Appraising
Dec
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

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