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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: Residential Site Valuation and Cost Approach
Jul
28 - 29
Location: John F. Kennedy University, Pleasant Hill

Instructor(s): Dawn Molitor-Gennrich, SRA

Still Time to Save:  Register by July 11
AI Designated Members, Candidates for Designation & Affiliates - $335
Standard / Non-AI - $435

Register after July 11
AI Designated Members, Candidates for Designation & Affiliates - $365
Standard / Non-AI - $465

Seminar: Income Approach for Residential Appraisers
Jul
 
Webinar: Comprehensive Exam and Certified General Exam Prep
Aug
8 - 9

Income Capitalization Approach

These challenging, fast-paced and test-like programs focus on the kinds of problems that one could see in the exams. The cost is $300 for the Income module. It is conveniently offered in a webinar format that will enable attendees to work on multiple choice type problems, ask questions and examine solutions. SPACE IS LIMITED. Early registration is highly recommended. This offering was developed by Gary DeWeese and is not sponsored or endorsed by the Appraisal Institute.  For more information or questions contact Gary at garydeweese@comcast.net or 925/216-8751.

Seminar: Regulatory Takings
Aug
15
Location: Lafayette Library and Learning Center, Lafayette

 

Most appraisers equate “takings” with compensation.  In the realm of eminent domain this is generally the case, and compensation is usually in the form of money, but can be in other forms as well, depending on the particular wording of the state constitution.  Regulatory takings present a unique problem in that the taking in and of itself does not necessarily qualify for compensation by the government.  The very word taking may imply an action to acquire on the part of the government.  However, in the regulatory scheme, regulatory impacts are far more common in other areas including financing and development of property.

This seminar will provide a history of how regulatory takings evolved, and some examples of common misconceptions on the issue of takings analysis.  Some methodology examples will be discussed and the seminar will address the topics of issue spotting and provide appraisers, lawyers, and other parties having an interest in the issue to explore the various aspects of regulatory takings.

Instructor/Developer: David E. Hunnicutt, MAI

BEST VALUE RATE: Register by July 18
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $215

Register by July 31
AI Designated Members, Candidates for Designation & Affiliates - $215
Standard / Non-AI - $235

Register after July 31
AI Designated Members, Candidates for Designation & Affiliates - $235
Standard / Non-AI - $260

Webinar: Comprehensive Exam and Certified General Exam Prep
Aug
15

Sales Comparison Approach

These challenging, fast-paced and test-like programs focus on the kinds of problems that one could see in the exams. The cost is $150 the Sales and Cost module. It is conveniently offered in a webinar format that will enable attendees to work on multiple choice type problems, ask questions and examine solutions. SPACE IS LIMITED.  Early registration is highly recommended. This offering was developed by Gary DeWeese and is not sponsored or endorsed by the Appraisal Institute.  For more information or questions contact Gary at garydeweese@comcast.net or 925/216-8751.

Webinar: Comprehensive Exam and Certified General Exam Prep
Aug
16

Cost Approach and Highest & Best Use

These challenging, fast-paced and test-like programs focus on the kinds of problems that one could see in the exams. The cost is $150 the Cost/HBU module. It is conveniently offered in a webinar format that will enable attendees to work on multiple choice type problems, ask questions and examine solutions. SPACE IS LIMITED.  Early registration is highly recommended. This offering was developed by Gary DeWeese and is not sponsored or endorsed by the Appraisal Institute.  For more information or questions contact Gary at garydeweese@comcast.net or 925/216-8751.

Course: Introduction to Green Buildings - Principles & Concepts
Aug
22
Location: PG&E Pacific Energy Center, San Francisco

Instructor(s): Peter Finnerty, MAI, LEED AP

This course is part of AI’s  Valuation of Sustainable Buildings Professional Development Program

Seats still available!
AI Designated Members, Candidates for Designation & Affiliates - $275
Standard / Non-AI - $300

Course: Case Studies in Appraising Green Buildings
Aug
25
Location: Laguna Hills

This offering is being sponsored by Build It GREEN in conjunction with The Energy Network.  For more information contact 562/212-0846 or mtolentino@builditgreen.org.

 

Course: Residential and Commercial Valuation of Solar
Sep
3 - 4
Location: Laguna Hills

This offering is being sponsored by Build It GREEN in conjunction with The Energy Network.  For more information contact 562/212-0846 or mtolentino@builditgreen.org.

Board of Directors Meeting
Sep
11
2014 Annual Fall Conference: Real Estate and Appraisal Symposium
Sep
17
Location: Marriott Marquis, San Francisco

Plan now to join us for the Northern California Chapter's original award-winning signature conference.  Proudly celebrating 64 years!

Keynote Speaker
Maria Ayerdi-Kaplan
Executive Director, Transbay Joint Powers Authority
San Francisco Business Times “Dealmaker of the Year”
Transbay Transformation: Enhancing Real Estate Values Through Transit-Oriented Development

16 Breakout Sessions include:

  • Units of Comparison and Sale Price Adjustments for Small Residential Income Property
  • Marketing, Scaling, Non-Lender Work & Changing the Way You Do Business
  • The Price is Right: Cost of Entitlements
  • California Water: From the Sky to Ownership
  • Appraiser DNA: Hiring & Employee Development
  • Compliance:  Learn it. Live it. Love it.
  • Complex Valuation Issues in Ad Valorem (and many other) Appraisals
  • Going Concerns: Mind Your Business (and Equipment)
  • Green Building 2014: Risks and Opportunities
  • Data Trends and Data Science: Statistical Methods and Analysis
  • Carbon, Climate and California Policy
  • The Appraisal of Contaminated Real Estate
  • Residential Market Update
  • Retail Market Update
  • Real Estate Capital Markets Outlook
  • Mobile Technology

 Conference Sponsors include

  • Valbridge Property Advisors | Hulberg & Associates, Inc.
  • ParcelQuest
  • LIA Administrators & Insurance Services
  • FNC, Inc.
  • DataMaster for Appraisers
  • UmeVoice - The Boom
  • Bradford Technologies

Become a Conference Sponsor

BEST VALUE RATE: Register by August 8 - $275
Register by August 29 - $300
Register after August 29 - $350

Approved for 6-hours of Appraisal Institute, BREA, SBE and State of Washington continuing education credit.  Applications for CEC from the States of Nevada and Oregon are being submitted.

 

 

 

Course: Residential Report Writing and Case Studies
Sep
22 - 23
Location: National University (near Santana Row), San Jose

Instructor(s): Alan Blankenship, PhD

BEST VALUE RATE: Register by July 31
AI Designated Members, Candidates for Designation & Affiliates - $315
Standard / Non-AI - $415

Register by August 29
AI Designated Members, Candidates for Designation & Affiliates - $335
Standard / Non-AI - $435

Register after August 29
AI Designated Members, Candidates for Designation & Affiliates - $365
Standard / Non-AI - $465

Seminar: Residential Applications Using Microsoft Excel Part II
Sep
 
Course: Advanced Income Capitalization
Oct
6 - 10
Location: Bay East Association of Realtors, Pleasanton

Instructor(s):  Gary DeWeese, MAI

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

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

 

 

2014 Fresno Housing Market Symposium
Oct
17
Location: Fresno State - Craig School of Business, Fresno

An overview and analysis of the Fresno housing market. This event
features Selma Hepp, Senior Economist with the California Association of Realtors. Ms.
Hepp has researched the state and regional housing markets and will share her insights
and forecasts. There will also be a panel session consisting of a variety of top tier
professionals from the public and private sectors. These local experts will share their
views of the Fresno housing market from their unique perspectives.

This event is being sponsored by the Gazarian Real Estate Center, Fresno State.  For more information or to register for this complimentary presentation visit www.gazarian.info

 

Monterey Bay Branch Chapter Workshop & Networking Social
Oct
17
Location: Moss Landing

An opportunity to "meet and greet" with your peers on the beautiful Monterey Bay Peninsula and earn CEC by attending the 2-hour workshop followed by a networking social.

More details coming soon.

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

Silicon Valley Branch Chapter Workshop & Networking Social
Oct
23
Location: San Jose
Tahoe Litigation Conference
Oct
23 - 24
Location: Harrah's Lake Tahoe

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions or additional information contact (916) 972-9700 or visit www.sac-ai.org

Day 1

  • Alia E & O Insurance with Brian Trotier
  • BREA - Bureau of Real Estate Appraisers (California)
  • Wine for Litigation? - The Do’s and Don'ts of Winery & Vineyard Valuation with Tony Correia
  • Tell it to the Judge - Rules of Evidence for Right of Way Appraisers with Les Hausrath, Attorney/Partner at Wendel, Rosen, Black & Dean LLP

Day 2

  • Fighting Junk Science in Litigation with Randall Bell, PH.D., MAI
  • Tax Court - Do's and Don'ts for Litigation with IRS Chief Counsel Chris Speck
  • Keynote Speaker: Judge Laro, U.S. Tax Court
  • Review of Appraisals Prepared for Litigation with Lou Garone, MAI, Appraisal Litigation Valuation Expert in Review
  • Mock Trial
  • Question and Answers

Early Bird Rate expires July 31

 

Sierra Branch Chapter Workshop & Networking Social
Oct
28
Location: Modesto

"Ranchette Properties: The Transition Between Residential and Agricultural"

An opportunity to "meet and greet" with your peers and earn CEC by attending the 2-hour workshop followed by a networking social.

More details coming soon.

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

Residential Tapas: All Day, All Residential
Nov
3

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

Panelists include
Tony Pistilli
- EVP & Chief Appraiser, AXIOS Valuation Solutions

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

North Bay Branch Chapter Workshop & Networking
Nov
7
Location: Santa Rosa

An opportunity to "meet and greet" with your peers.  Watch for additional details coming soon.

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

Commercial Tapas: All Day, All Commercial
Nov
14

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

Board of Directors Meeting
Nov
20
Workshop, Chapter Business Meeting and Networking Social
Nov
20

"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: Advanced Concepts and Case Studies
Nov
 

In an effort to help Candidates for Designation reach their designation goals, we will be presenting this course in early November.  At this time we do not have specific dates or a location.

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

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

Instructor(s): Dawn Moliltor-Gennrich, SRA

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: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 
Course: Condemnation Appraising - Principles & Applications
Jan
12 - 14
Course: Advanced Market Analysis and Highest & Best Use
Jan
 
Course: Business Practices and Ethics
Jan
 
Course: National USPAP 15-Hour
Jan
 
Course: National USPAP 7-Hour Update
Jan
 
Course: Residential Sales Comparison and Income Approach
Jan
 
NEW Course: Supervisor / Trainee
Jan
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jan
 
Workshop, Chapter Business Meeting and Installation Celebration
Jan
 
Course: General Appraiser Income Approach - Part I
Feb
 
NEW Course: Residential and Commercial Valuation of Solar
Feb
 
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
 
Seminar: General Demonstration Report Writing
Mar
 
Course: National USPAP 7-Hour Update
Apr
 
Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 
Course: The Appraiser as an Expert Witness: Preparation and Testimony
Apr
 
2015 Spring Litigation Conference
May
 

We look forward to bringing this annual event back to Filoli Gardens in early May 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: General Appraiser Site Valuation and Cost Approch
May
 
Course: Advanced Income Capitalization
Jun
 
NEW Course: Review Case Studies - Residential
Jul
 
Seminar: Vineyard Valuation
Jul
 
2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Sep
 
NEW Course: Two-Day Advanced Income Capitalization - Part A
Nov
 
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