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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
Golden Gate Branch Chapter Tour: Transbay Terminal Construction Project
May
26
Location: 201 Mission Street (Lobby), San Francisco

Note:  NEW Date is Tuesday, May 26

Come join fellow appraisers for a presentation and tour of the San Francisco Transbay Transit Center.  Scheduled for completion in 2017, this massive project will be a modern station connecting eight Bay Area Counties.  Don’t miss this chance to hear firsthand about construction progress, new linkages to the city and learn how it will rapidly change the neighborhood.

Tour is limited to 30 attendees.  Presentation begins at 2:30pm followed by the "perimeter" tour of the Transbay Construction Project. Comfortable walking shoes, sunglasses, sunscreen and a hat may be in order.  Then, join us for a no-host happy hour following the tour.  Advanced online registration is required.  We regret that "walk-ins" cannot be admitted.

Course: National USPAP 7-Hour Update
Jun
5
Location: Federal Building (Civic Center Area), San Francisco

Includes a preview of proposed revisions, additions and deletions of 2016-17 USPAP rules.

Instructor(s): Arlen Mills, MAI, SRA

Still Time to Save up to $65: Register by May 22
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after May 22
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

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

 

Sierra Branch Chapter "Simply Social"
Jun
9
Location: Uno Chicago Grill, Modesto

Another opportunity for appraisers and allied professionals to network in the Central Valley.   Plan now to join us to visit, eat & drink from 5:00 - 7:00pm.  Come one, Come all! 

Uno Chicago Grill is located at 3520 Dale Road, Modesto

Enjoy complimentary appetizers sponsored by Paddock Appraisal Service.  Beverages are "no host". 

Advanced RSVP required:  Contact Jeanine@paddockappraisal.net

Candidates for Designation attending this event will satisfy their annual meeting requirement.

Joint East Bay and Silicon Valley Branch Chapter Workshop & Networking Social
Jun
11
Location: DeVry University, Fremont

"Technology Tools for Appraisers"

Plan now to join us and learn valuable information that you can immediately put to use, earn CEC by attending our 3-hour workshop then stay to "mix and mingle" with your peers.

New trends in technology are emerging rapidly.  Hardware, software, mobile technology, and devices available to appraisers are quickly changing how we conduct our work.  Becoming more efficient and productive is essential to running a successful business.  Learn about the latest technology tools and how to use them in inspections, research, analyses, report preparation and office management.

Panelists include
Marv Downey
Founder of Market Value Systems, a computer and network consulting firm specializing in the needs of appraisal offices and other professional services firms

Neil Shah
Appraisal Analyst, Valbridge Property Advisors | Hulberg & Associates, Inc.

John Fitzgerald
Certified Residential Real Estate Appraiser, JLF Appraisals

 

BEST VALUE RATE: Register by May 29
AI Designated Members, Candidates for Designation & Affiliates - $45
Standard / Non-AI - $55

Register after May 29
AI Designated Members, Candidates for Designation & Affiliates - $55
Standard / Non-AI - $65

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

STILL TIME TO SAVE: Register by May 29
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register after May 29
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760

Course: The Appraiser as an Expert Witness: Preparation and Testimony
Jun
22 - 23
Location: JFK University, Pleasant Hill


This two-day Professional Development 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.

BONUS!  This offering will be held in JFK's mock trial room.

Learn more about the Appraisal Institute's Litigation Professional Development Program and the requirements to be listed on the Litigation Registry.

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

Still Time to Save: Register by May 26

AI Designated Members, Candidates for Designation & Affiliates - $420
Standard / Non-AI - $520

Register after May 26
AI Designated Members, Candidates for Designation & Affiliates - $445
Standard / Non-AI - $545


Seminar: Vineyard Valuation
Jun
26
Location: Jamieson Ranch Vineyards, Napa Valley

Our most popular one-day seminar returns to the Napa Valley this summer!

Vineyard Valuation will address the current market trends of California vineyards based on individual regions. Subject matter experts will discuss the market forces affecting supply and demand for vineyards. In addition, the valuation process of valuing agricultural vineyards will be detailed by an appraiser roundtable. Farming techniques, diseases, climate and the current drought/water supply will be integral components for discussion. Cost benchmarking for vineyard operations, vineyard development with current regulations, and financing for vineyard properties.

Panelists include

  • Tony Correia, ARA - The Correia Company
  • Dave Holt - Agri-Comm Appraisal
  • Hal Forcey - American AgCredit
  • Rob McMillan - EVP & Founder, SVB Wine Division, Silicon Valley Bank
  • Scott Greenwood-Meinert - Landuse Attorney / Water Law, Dickenson Peatman & Fogarty
  • John Tuteur - Napa County Assessor, Recorder, Clerk
  • Barry Belli - Co-Founder/CEO, Atlas Vineyard Managment
  • Mark Gregg, ARA - American AgCredit
  • Daniel R. Brauning, SRA - Brauning Appraisals (moderator)

 

BEST VALUE RATE: Register by May 26
AI Designated Members, Candidates for Designation & Affiliates - $250
Standard / Non-AI - $275

Register by June 5
AI Designated Members, Candidates for Designation & Affiliates - $300
Standard / Non-AI - $325

Register after June 5
AI Designated Members, Candidates for Designation & Affiliates - $350
Standard / Non-AI - $375

Golden Gate Branch Chapter Workshop & Networking Social
Jun
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part A
Jul
9 - 10

Instructor(s): Gary DeWeese, MAI

Golden Gate Branch Chapter Workshop & Networking Social
Jul
16
Location: CBRE Conference Room, San Francisco

"Appraisal Insights Gained from a Loan Sales and Hedge Fund Investment Perspective"

Seminar: Residential Applications Part 1 - Using Technology to Measure and Support Assignment Results
Jul
17
Location: JFK University, Pleasant Hill

 

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!

"I created this pivot table in less than 10 minutes to prove a swimming pool adjustment. Supporting my adjustments is much easier now that I attended the Residential Applications seminar and learned to use Excel with data downloaded from the MLS."
- Sandy Adomatis, SRA

"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

This seminar provides easy-to-use, highly efficient tools to supplement and enhance the traditional methods of adjustment and support through the use of technology. You will gain practical, hands-on, step-by-step training on how to use charts, graphs, spreadsheets, and pivot tables to support residential assignment results for market conditions; days on market; sales-to-list price ratio; adjustments for location, design, quality of construction, and other property amenities; market extraction for cost and depreciation estimates; and market extraction for market rent and gross rent multipliers.  Bring your laptop pre-loaded with Excel 2007 or later.  MacBook users will need Excel 2011 and Solver Add-in plus Analysis Took Pak Add in.

Instructor(s): Dean Zantrow, SRA

BEST VALUE RATE: Register by May 29
AI Designated Members, Candidates for Designation & Affiliates - $200
Standard / Non-AI - $220

Register by June 26
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $260

Register after June 26
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $285

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.

The Residential Real Estate Appraisal Symposium
Aug
3
Location: Holiday Inn, Dublin

A one-day symposium on a variety of topics of interest to residential real estate appraisers and underwriters.  This symposium should be on your "must attend" list for 2015!

  • The Elephant's in the Room - Collateral Underwriter (CU) & FHA Updates 
  • Ask the AMCs
  • What's it Worth?  Techniques on How to Value Amenities & Conditions that Residential Appraisers Face
  • Appraiser Liability and Non-Lender Work

Formerly known as "Residential Tapas: All Day. All Residential."

Become a Symposium Sponsor

Golden Gate Branch Chapter Tour
Aug
 
Location: San Francisco
Understanding & Using Comparable Transactions
Sep
11
Location: Lafayette Library & Learning Center, Lafayette

This seminar is based on the Appraisal Practices Board’s Valuation Advisory #4: Identifying Comparable Properties - Revised and is intended for both residential and commercial real estate appraisers

Learning Objectives:
• Identifying comparable properties and recognizing their importance
• Examining comparable property transaction activities
• Recognizing relevant property characteristics
• Determining comparable suitability
• Key value influences and units of comparison
• Disqualification of a property as a comparable
• The reconciliation process

Instructors:
David R. Lewis, ASA-RP, MRICS, SR/WA
Bruce M. Hahn, ASA-RP, MAI, SRA

This offering is being sponsored by the American Society of Appraisers (ASA) Northern California & Nevada Chapters.  For questions or more information contact DeborahAnn Marshall or call 415/766-2ASA.

North Bay Branch Chapter Workshop & Networking Social
Sep
17
Location: Santa Rosa
Board of Directors Meeting
Sep
24
Location: Modesto-Manteca Area
Sierra Branch Chapter Workshop & Networking Social
Sep
24
Location: Modesto-Manteca Area

"Liability Issues for Appraisers Peforming Litigation and Other Non-Lending Work"

Appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis.  This seminar addresses the specific liability risks associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes.  It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.  These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes?  What’s the surest way for an appraiser to be sued for non-lending work?  What’s the likelihood of being sued about a retrospective review appraisal?  How does potential liability for a retrospective review compare with potential liability for a contemporaneous review?  What are the statutes of limitation for claims?  And . . . more!

Presenter:
Peter Christensen, General Counsel
Liability Administrators & Insurance Services

Course: General Appraiser Report Writing and Case Studies
Sep
 

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.

2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
16
Location: Marriott Marquis, 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. 

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

Topics include:

  • Marketing, Scaling and Non-Lender Work
  • Residential Market Update:  The Impact of Millennials on the RE Market
  • Collateral Underwriter
  • Supporting Residential Adjustments
  • Valuation for Financial Reporting
  • Retail Market Update
  • Cannabis and Real Estate Value
  • Construction Costs and Cost Segregation
  • Sports Venues:  Reality and Challenges
  • Water:  It's Not Just an Agricultural Issue
  • Green Features:  Coming Soon to a Building Near You!
  • Liability Issues for Real Estate Appraisers
  • State of the Profession

Panelists include:

  • Roy Meyer, Roy Meyer Consulting
  • Garrick Brown, VP of Research, West Region, DTZ
  • Tim Runde, MAI, LEED AP, Partner, Carneghi and Partners, Inc.
  • Denis A. DeSaix, SRA, Principal, Metrocal Appraisal
  • Ryan Lundquist
  • Peter Christensen, General Counsel, LIA Administrators & Insurance Services
  • Mike Belote, President / Lobbyist, California Advocates, Inc.
  • Floyd Kephart, Developer, Coliseum City
  • Jim Martin, Director, BREA

Sponorship opportunities are available - learn more.

Board of Directors Meeting
Nov
12
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social
Nov
12
Location: Crow Canyon Country Club, Danville
Course: Advanced Income Capitalization
Nov
 

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.

Golden Gate Branch Chapter Roundtable
Nov
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
The Commercial Real Estate Appraisal Symposium
Dec
3
Location: Preservation Park, Oakland

A one-day symposium on a variety of topics of interest to commercial real estate appraisers.

  • Estate Valuation
  • Investment Analysis

Additional topics to be announced

Formerly known as "Commercial Tapas: All Day. All Commercial."

Course: National USPAP 7-Hour Update
Dec
9
Location: Clarion Conference Center, Modesto

Includes a preview of proposed revisions, additions and deletions of 2016-17 USPAP rules.

Instructor(s): Dawn Molitor-Gennrich, SRA

Attendees must bring their own copy of the current version of USPAP to class; it is anticipated that the 2016-17 version will be used for this offering. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.orgPlease check with us prior to purchasing your copy to confirm which version of USPAP will be required.

Course: Business Practices and Ethics
Dec
10
Location: Clarion Conference Center, Modesto

Instructor(s): Dawn Molitor-Gennrich, SRA

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
11
Location: Clarion Conference Center, Modesto

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.

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

Golden Gate Branch Chapter Holiday Social
Dec
 
Location: San Francisco
Seminar: Extreme Appraising
Dec
 
2016 Annual Spring Conference
Mar
7
Location: Doubletree Hotel, Modesto