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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
North Bay Branch Chapter Brewery Tour & "Simply Social"
Apr
8
Location: Lagunitas Brewery, Petaluma

 

Here's a fun opportunity to tour Petaluma's own Lagunitas Brewing Company!  Lagunitas has reshaped the beer industry when it became one of the first brewers to regularly bottle an India Pale Ale helping to create a craft beer craze.  Plan now to join up with your peers for an informative complimentary tour followed by no host networking in their beer garden.  Come one, Come all!

Tour begins at 3:00pm

Beverages are "no host".  RSVP Required - Bill Martinez.

Lagunitas Brewing Company is located at 1280 N. McDowell Boulevard, Petaluma

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

NEW Seminar: Contract or Effective Rent: Finding the Real Rent
Apr
10
Location: Oakland

Enhance your valuation analysis and broaden your consulting portfolio by understanding the complexities of calculating effective rent. You will gain a thorough understanding of effective rent and its importance in lease negotiations and valuation work by working through real-world case study situations featuring common circumstances involving effective rent. Enhance your analysis by evaluating the way effective rent impacts property value. Recognize how the integration of the effective rent measurement is used by market participants (landlords and tenants) for leases involving landlord concessions and non-market based provisions in all three approaches to value. At the end of the seminar, you will have a take-away model to use immediately when incorporating effective rent into your valuation or consulting work. This new 4-hour seminar is being presented the Appraial Institute National Education department.  For questions or more information contact nationalprograms@appraisalinstitute.org

Developer/Instructor: Gary DeWeese, MAI

Outlook 2015 Agribusiness Conference
Apr
13 - 17
Location: Paso Robles Events Center, Paso Robles
  • Integrated Approaches to Value (A304)
  • Employee Relations in Agriculture Training
  • Regional Ag Tour with Drones Session
  • In-Depth Unmanned Aerial Systems Workshop with Hands-On Training
  • California Classic BBQ & Scholarship Auction
  • Outlook 2015 Agribusiness Conference and Trends in Agricultural Land & Lease Values


California Agriculture…Surviving Change comes to Paso Robles in April with five full days of conference offerings for agriculture professionals. A highlight of this year’s event will be multiple opportunities to learn about Drones in agriculture from one of the country’s most knowledgeable technology experts. The conference will also include the release of the 25th anniversary issue of Trends in Agricultural Land & Lease Values, a widely recognized resource in the rural property arena. Speakers on the Economy – with Thoughts on China; Food Safety; Water; Proposition 13; the Grazing and Regulatory Action Program; Wine Grapes; Avocados; Citrus and Almonds are all part of the main event on Friday. This offering is being sponsored by CalASFMRA.  For questions or more information visit www.calasfmra.com or call 209/368-3672.

East Bay Branch Chapter Roundtable
Apr
16
Location: 2121 North California Blvd., 3rd Floor Conference Room, Walnut Creek

 

Improving Commercial Appraisal Reports: Roundtable Follow-up Discussion

On April 1, the Appraisal Institute will be presenting a webinar - "Improving Appraisal Reports for Financing Institutions".  As a follow-up, on Thursday April 16 the East Bay Chapter will be hosting a roundtable "brown bag lunch" to discuss issues raised in the webinar and to share our own experiences as reviewers and commercial report providers in an informal setting.  Watching the webinar beforehand isn't mandatory but is encouraged - here is the link to register for the AI nationally sponsored webinar.     

Location:  2121 North California Blvd., 3rd Floor Conference Room, Walnut Creek

Within walking distance of WC BART

Time:  Noon to 1:30pm

Bring your own lunch; there is also a deli in the building.  Seating at this complimentary roundtable is limited.  RSVP required to Sue McCormack, MAI at suenmccormackmai@gmail.com.  Note: CEC is not available for this program.

   

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.  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

Still Time Save: Register by April 3
HURRY! Seating is VERY Limited

AI Designated Members, Candidates for Designation & Affiliates - $415
Standard / Non-AI - $515

Register after April 3
AI Designated Members, Candidates for Designation & Affiliates - $440
Standard / Non-AI - $540

Course: General Appraiser Income Approach - Part 2
Apr
27 - 30
Location: Bay East Association of Realtors, Pleasanton

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.

Instructor(s): Gary DeWeese, MAI

Still Time to Save: Register by April 3
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register after April 3
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760


Central California Branch Chapter "Simply Social"
Apr
28
Location: Elbow Room at Fig Center Village, Fresno

Another opportunity for appraisers and allied professionals to network in the Central Valley.   Plan now to join us from 5:30 - 7:30pm to "meet and greet" with your peers.

Enjoy complimentary appetizers.  Beverages are "no host".  No reservations needed.

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

Golden Gate Branch Chapter Tour
Apr
 
Location: San Francisco
Monterey Bay Branch Chapter "Simply Social"
Apr
30
Location: Tarpy's Roadhouse, Monterey

An opportunity to "meet and greet" with your peers in Monterey!  Join us starting at 5:30pm. 

Tarpy's Roadhouse is located at 2999 Monterey Salinas Hwy, Monterey

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

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

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

BEST VALUE Rate: Register by April 1
AI Designated Members, Candidates for Designation & Affiliates - $110
Standard / Non-AI - $125

Register by April 15
AI Designated Members, Candidates for Designation & Affiliates - $120
Standard / Non-AI - $135

Register after April 15
AI Designated Members, Candidates for Designation & Affiliates - $130
Standard / Non-AI - $145

Seminar: Complex Litigation Appraisal Case Studies
May
4
Location: Sacramento
Instructor: Stephen D. Roach, MAI, SRA

Based on the Appraisal Institute’s new textbook Applications in Litigation Valuation: A Pragmatist’s Guide, this one-day seminar discusses in detail three of the book’s case studies that provide an overview of litigation strategies to appraisers who are new to litigation work, as well as a reinforcement of litigation skills to more experienced appraisers. Case study topics include the following: title issues, continuing nuisance, and condemnation. If you have not attended the courses in the Litigation Professional Development Program, this seminar is an excellent starting point. If you have attended those courses, this seminar should reinforce many of the concepts you previously have learned.
Applications in Litigation Valuation: A Pragmatist’s Guide is required for this seminar. If you do not have the textbook, please choose the “Register + Book” option when registering for this seminar.  This offering is being sponsored by the Sacramento-Sierra Chapter of the Appraisal Institute.  For questions or more information contact jenny@sac-ai.org or 916/972-9700.
Golden Gate Branch Chapter Networking Social
May
7
Location: Eddie Rickenbacker's, San Francisco

 

An opportunity to "meet and greet" with your peers for appetizers and "no host" beverages in San Francisco!  Save some time now to join us from 5-7pm.

Eddie Rickenbacker's, 133 Second Street (at Minna), San Francisco

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

Board of Directors Meeting
May
14
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social
May
14
Location: Crow Canyon Country Club, Danville

 

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

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, Supervisory Attorney (Estate Tax), Western Region Internal Revenue Service
“How Does the IRS Estate Unit Function? The IRS View of Taxpayer Appraisals

Breakout Sessions Include

  • Legal Bites: Legislative & Court Decisions Affecting Appraisers, Attorneys and Expert Witnesses
  • Witness for the Prosecution: The Appraiser in Tax Court
  • Appraiser Reliance on Mega Economic Data in RE Damages Cases & Admissibility
  • Surveying the Landscape: How to Conduct an Admissible Survey

Panelists include
-  Ron Cerruti, IRS Supervisor (Retired)
F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regalia
Louis Wilde. PhD, Almost Convex Economics LLC
Jack Williamson, PhD, Almost Convex Economics LLC
Gary A. Watt, Esq., Archer Norris, PLC
Don Willbenburg, Esq., Gordon & Rees, LLP
Orell Anderson, MAI, Strategic Property Analytics
Charles A. Hansen, Esq., Wendell Rosen Black & Dean LLP

 Additional attorney from Wendell Rosen Black & Dean LLP - TBA

  Become a Conference Sponsor




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


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.

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

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

East Bay Branch Chapter Workshop & Networking Social
Jun
 
Location: East Bay - TBA
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 Roundtable
Jul
 
Location: San Francisco
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!

  • Residential Hot Topics
  • Collateral Underwriter:  What Do Lenders Think? What Do AMCs Think?
  • Appraisal Review From the Lender and AMC Perspectives
  • Discovering Non-Lender Residential Work
  • Appraiser Liability
  • Just How Much is that Worth?  Solar, View, Barn, Pool & more!
  • Professional Development: Important Resources

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

Become a Conference Sponsor

Golden Gate Branch Chapter Tour
Aug
 
Location: San Francisco
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.

Panelists include:

  • Roy Meyer, Roy Meyer Consulting
  • Garrick Brown, VP of Research, West Region, DTZ

 

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
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
Course: Business Practices and Ethics
Dec
10
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
11
Golden Gate Branch Chapter Holiday Social
Dec
 
Location: San Francisco
Seminar: Extreme Appraising
Dec
 
2016 Annual Spring Conference
Mar
7
Location: Doubletree Hotel, Modesto

Dates for the following tentative offerings have not yet been determined
Seminar: General Demonstration Report Writing

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.

NEW Course: Review Case Studies - General

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.