Su Mo Tu We Th Fr Sa
31 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 1 2 3 4 5

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
East Bay Branch Chapter "Simply Social"

It's Back by Popular Demand!  Another opportunity in the East Bay to "meet and greet" with your peers and allied real estate professionals.

Plan to join us starting at 5pm for an informal no-host "winter social". 
No reservations required.  Come one, come all!

The Greenery is located at 1551 Marchbanks Drive in Walnut Creek.

Course: Litigation Appraising: Specialized Topics and Applications
18 - 19
Location: University of Phoenix, Oakland

This two-day course provides an overview of business opportunities in specialized types of litigation other than eminent domain in which the valuation of real estate is frequently an issue. Examples of topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation cases, income and estate tax disputes, and divorces. Through problem-solving activities, participants will apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. Participants will gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

Instructor(s): Stephen D. Roach, MAI, SRA, AI-GRS

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

Course: General Appraiser Income Approach - Part 1
22 - 25
Location: Lafayette Library & Learning Center, Lafayette

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

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

Course: National USPAP Update (7-Hour)
Location: National University, San Jose

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

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

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

Course: National USPAP (15-Hour)
29 - Mar
Location: Bay East Association of Realtors, Pleasanton

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.

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

Save up to $125 - Register by 2/8
HURRY!  Seating is VERY Limited

AI Designated Members, Candidates for Designation & Affiliates - $375
Standard / Non-AI - $475

Register after 2/8
AI Designated Members, Candidates for Designation & Affiliates - $400
Standard / Non-AI - $500

Course: Supervisory Appraiser / Trainee Appraiser

“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

2016 Annual Spring Conference
Location: Doubletree Hotel, Modesto

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.

Morning Keynote
"Special Appraisers for Special Purpose Properties"
Arthur Neudek, MAI
Property Sciences

Keynote Lunch Speaker
"Looking Forward to the 2016 California Housing Market"
Carmen Hirciag
Senior Research Analyst, California Association of Realtors

Special Guest Speaker
Scott Robinson, MAI, SRA, AI-GRS
2016 Appraisal Institute National President

All attendees will start off the day with our informative State of the Profession before attending breakout sessions of their choice including:

  • FHA Single Family Residential Appraisals:  Liability Issues and Prevention for Appraisers
  • Dissecting Commercial Leases
  • Business Value in Property Tax Appraisals
  • Fruit to Nuts: Wine, Raisin & Almond Industry Analysis
  • Dirt & Water: Money Not Mud
  • Agricultural Land Values: A Taxing Situation
  • Can Google Earth Really Do That?  Google Earth Pro for RE Professionals
  • Residential Assignment Analysis - Supporting the Adjustments
  • Communication, Consistency & Common Errors: Working with the Reviewer

Sponsors include:
CBIA (California Building Industry Association)

The Property Sciences Group, Inc.
Paddock Appraisal Service, Inc.
LIA Administrators & Insurance Services

Valbridge Property Advisors l Hulberg & Associates

Berliner, Kidder & Tish
Enright & Company, Inc

Become a Spring Conference Sponsor - Learn About the Benefits

Tuition fee includes continental breakfast, lunch and refreshments throughout the day
Save up to $30

Register by 2/19 - $245

Register after 2/19 - $275

ASA Course: RP401-OOO - Allocating Components in Going Concerns Appraisals
10 - 13
Location: Hyatt Place, Dublin

The offering sponsored  by the ASA Northern California & Nevada Chapter presents a fresh perspective for appraisers, assessors, and attorneys to the concept of valuing real estate properties with a business component, such as car washes, fueling station/c-store and lodging properties. It is a thorough, hands-on learning experience designed to provide the knowledge and understanding of when to, and when not to, properly allocate/segregate the value components as required by lending institutions and analyze their effect on value as required by USPAP.  This course presents a clear understanding of going concern valuations and resolves current misrepresentations surrounding the issue. The participants will be introduced to a new set of rules to determine which property types qualify as going concern valuations and which do not.  Previously written methodologies, techniques and other’s opinions dealing with the segregation and allocation of values will be examined and discussed. The course covers the latest requirements of lending institutions when valuing these various components.  Also presented is how business appraisers value the intangible asset.  Additionally, the course presents the arguments against an intangible value. The course will examine a series of case studies dealing with fueling station/c-store, car washes and lodging properties.  For more information about this ASA sponsored course contact 800-272-8258 or asainfo@appraisers.org.

Board of Directors Meeting
Location: Lafayette Library & Learning Center, Lafayette
Course: National USPAP Update (7-Hour)
Location: University of Phoenix, Fairfield

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

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

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

Course: General Appraiser Market Analysis & Highest and Best Use
21 - 24
Location: University of Phoenix, Oakland

Instructor(s): Gary DeWeese, MAI

This AQB-approved course will help you apply meaningful market analysis in valuation assignments. It presents the basic concepts and terminology of market analysis and marketability studies, then shows how marketability studies provide vital information for the highest and best use decision. Throughout the course, the emphasis is on conducting a reliable analysis of demand. You’ll gain practice in applying methods for inferred, or trend, analysis to three property types—a suburban residential subdivision, an existing multifamily property, and an office building. Using the tools introduced in the course will help you increase the reliability of your highest and best use analyses and support the conclusions you reach in the three approaches to value.

The course also provides a transitional discussion to prepare you for marketability studies using fundamental demand analysis, which is covered in the Appraisal Institute’s Advanced Market Analysis and Highest & Best Use course.

Course: General Appraiser Income Approach - Part 2
18 - 21
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

NEW! Seminar: Land Valuation
Seminar: Residential Applications Part 2 - Using Microsoft Excel to Analyze and Support Appraisal Assignments Results

We are bringing this seminar back to Northern California again in 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!

Course: Real Estate Finance, Statistics & Valuation Modeling
2 - 3
Location: Lafayette Library & 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, AI-RRS

Board of Directors Meeting
Location: Hs Lordships, Berkeley
Workshop, Chapter Business Meeting & Networking Social
Location: Hs Lordships, Berkeley
2016 Spring Litigation Conference
Location: Filoli Gardens

One of our most sought after educational events returns to the historic and beautiful grounds of Filoli again in 2016.  Last year's event filled up quickly - watch for registration details to be available in early Q1-2016.

Presentations include
Legal Bites: Legislation and Court Decisions Affecting Appraisers, Attorneys, & Expert Witnesses in California
The Evolution of Severance Damages in California
The Appraisal Expert as a Story Teller

Municipal Real Estate Regulation Run Amok: Understanding Impacts on Value

Presenters include

  • F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regalia
  • Bruce W. Beach, Esq., Best Best & Krieger LLP
  • Stephen D. Roach, MAI, SRA, AI-GRS, President, Jones, Roach, Caringella, Inc.
  • Andrew Zacks, Esq.

NEW! Course: Case Studies in Appraising Green Residential Buildings
Investor's Forum
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!


Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)

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

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.

Co-Developer & Instructor(s): Dawn Molitor-Gennrich, SRA

Capstone Program: General Demonstration Report
11 - 17
Location: 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
Location: Bay East Association of Realtors, 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

Course: General Appraiser Sales Comparison Approach
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

Board of Directors Meeting
The Residential Symposium
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:

  • The NEW Review/Adjustment-Support Tools
  • USPAP-Compliance Modules that are Coming On-line for Residential Form Work
  • Risk Reduction: CU and UAD Protocol
  • Best-Practices for Residential Appraisers
  • Residential Appraisal Review


Course: Valuation of Conservations Easements
22 - 26
Location: Bay East Association of Realtors, Pleasanton

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.

Instructor(s): Joe "Mags" Magdziarz, MAI, SRA

Course: Advanced Income Capitalization
12 - 16
Location: Bay East Association of Realtors, Pleasanton

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.

Instructor(s): Gary DeWeese, MAI

Board of Directors Meeting
Course: Residential Report Writing and Case Studies

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.

Workshop, Chapter Business Meeting & Networking Social
2016 Annual Fall Conference: Real Estate & Appraisal Symposium
Board of Directors Meeting
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets

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.

Workshop, Chapter Business Meeting & Networking Social
NEW! Course: Review Case Studies - Residential

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
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