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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: Application and Interpretation of Simple Linear Regression
Aug
29 - 30
Location: University of Phoenix, Oakland

Instructor(s): John Urubek, MAI

This two-day course is designed for appraisal professionals who want to learn how to use Microsoft® Excel to apply statistical methods to valuation problems. The course employs Excel’s "data analysis" add-in and charting capabilities to assist in developing descriptive statistics and in using simple linear regression analysis to estimate linear relationships between two variables. Topics include descriptive statistics, charts and tables, an introduction to simple linear regression, assumptions underlying application of linear regression modeling, nonlinear curve fitting, prediction and forecasting, data sufficiency, and separation of pooled data by submarket. Participants will be engaged in hands-on learning, discovering and applying basic statistical methods to data sets custom built to illustrate each session’s objectives in a valuation context. This course will help you gain a solid understanding of simple linear regression analysis and be prepared for more advanced multiple linear regression study.

This course is in the Analytics for Valuation Professional Development Program. For more information, click here.

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

North Bay Branch Chapter Workshop and Networking Social: "What's Up with North Bay Real Estate?"
Sep
1
Location: American AgCredit, Santa Rosa


Join us to hear and learn about various trends and issues affecting North Bay real estate at the brand new, architecturally significant American AgCredit Building (at Airport & Aviation Boulevards). 

We’ll hear about the impact of cannabis on real estate and the economy in Sonoma County; we’ll get an update on the SMART Train and how it affects transportation, jobs and housing in Marin and Sonoma Counties; we’ll hear from BLU Homes, the home builder that has put green and aesthetics into manufactured homes; and we’ll hear from American AgCredit – they lend on agricultural properties and they have their own appraisal staff who are experts in agricultural valuations.

  • How has the marijuana industry impacted local real estate?
  • How will passage of Prop 64 (California Marijuana Legalization) impact North Bay real estate?
  • Update on the SMART train: San Rafael to the Sonoma County Airport
  • Projected ridership and fares
  • Planned real estate projects adjacent to SMART stations
  • The concept of prefabricated, modern-designed, green architecture
  • What a firm such as BluHomes offers to the housing market
  • How BluHomes are manufactured
  • Lending to the Agricultural Industry
  • How Ag Lenders work

Tawnie Logan, Executive Director, Sonoma County Cannibas Growers
Matthew Stevens
, Community Outreach Specialist, Sonoma-Marin Area Rail Transit District (The SMART Train)
Carrie Hunt
, VP of Sales, Blu Homes
Clay Popko
, VP and Lending Manager, American AgCredit

The 3-hour workshop will be followed by a networking reception on the rooftop patio!

AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $75


 

Course: Advanced Income Capitalization
Sep
12 - 16
Location: Bay East Association of REALTORS (New facility - they've relocated to Koll Center Parkway), Pleasanton

ONLY opportunity to catch this course "LIVE" in Northern California in 2016

"Gary presents the material in a manageable and challenging way.  He mixes material and real-world concepts very well."

Instructor(s): Gary DeWeese, MAI

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.

EARLY REGISTRATION REQUIRED:  Registration closes on August 29 (pending availability)
AI Designated Members and Candidates for Designation - $745

Standard / Non-AI - $1,065

Board of Directors Meeting
Sep
15
Location: Lafayette Library & Learning Center, Lafayette
Workshop, Chapter Business Meeting & Networking Social: "Finding Evidence to Estimate a Loss in Value"
Sep
15
Location: Lafayette Library & Learning Center, Lafayette

An increasing number of appraisal assignments call for estimating the loss in market value resulting from some cause. Often, these assignments could have the potential to end up with testimony in front of an arbitrator, a judge, or a jury. These could involve many different kinds or types of potentially-value impacting problems. Nearly always, the work requires an appraisal of the property with and without the problem. And usually one of the biggest problems is finding evidence to support an opinion of the value of the property with the problem. This 3-hour workshop will focus solely on that difficult question: ideas that may lead you to evidence for or against a loss in value.

  • Have you had difficulty supporting an opinion of value loss?
  • Is there good evidence to support every opinion of value loss?
  • What is the risk of being disqualified?
  • What evidence commonly can be found to support an opinion?
  • What about trend studies?
  • How important is interviewing likely to be?
  • How important are lender attitudes?
  • How good is good enough?

Workshop Presenter: Richard M. Betts, MAI, SRA

BEST VALUE RATE:  Register by 9/1 and Save up to $20!
AI Designated Members, Candidates for Designation & Affiliates - $80
Standard / Non-AI - $90

Register after 9/1
AI Designated Members, Candidates for Designation & Affiliates - $90
Standard / Non-AI - $100

Course: Valuation of Conservation Easements
Sep
19 - 23
Location: University of Phoenix, Fairfield

Instructor(s): Nick Tillema, MAI, SRA, AI-GRS, AI-RRS

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.

Note: Registrants must be certified general appraisers.

Only scheduled offering of this course anywhere in the US for the remainder of 2016
AI Designated Members, Candidates for Designation & Affiliates - $710
Standard / Non-AI - $815


Course: Residential Report Writing and Case Studies
Sep
22 - 23
Location: Lafayette Library & Learning Center, Lafayette

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

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.

Go Green and SAVE $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

AI Designated Members, Candidates for Designation & Affiliates - $385
Standard / Non-AI - $490


RICS Northern California presents Reducing Hospital Design and Construction Costs Roundtable
Sep
22
Location: CBRE Conference Room - 101 California Street, 44th Floor, San Francisco

This round table hosted by RICS Northern California features an illuminating discussion on reducing design and construction costs for hospitals. Building Solutions Design (BSD) ideas led to longer building life expectancy, flexible components and better programming. The Veterans Association Hospital Building System (VAHBS) was the result of these endeavors. VAHBS methods are in enthusiastic use today, consistently producing savings in construction time and renovation and maintenance costs over traditionally designed medical facilities. The VAHBS buildings are expected to last at least a hundred years and have weathered many changes in health delivery methods and policies during their years of service.

Presenters include:
David Claydon RIBA
Gordon Beveridge FRICS
Andrew Golland RIBA, Int’l Assoc. AIA

For questions or additional information contact Ethel Rubio at erubio@rics.org.

Course: Basic Appraisal Principles
Oct
11 - 14
Location: CalTrans Manchester Office, Fresno

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

This four-day course will introduce you to real property concepts and characteristics, legal considerations, influences on real estate values, types of value, economic principles, market area analysis, highest and best use, and ethical considerations.  The course should provide a solid foundation in basic appraisal principles no matter what appraisal specialty you pursue. By successfully completing the course and exam, you will have met most states' education requirements in the content area identified as basic appraisal principles.  If you are considering a career in professional valuation services, your journey should begin with Basic Appraisal Principles.

Co-developed by the Appraisal Institute, ASA, and ASFMRA

Go Green and SAVE an ADDITIONAL $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

BEST VALUE RATE:  Register by 9/16 and Save up to $150!
AI Designated Members, Candidates for Designation & Affiliates - $570
Standard / Non-AI - $670

Register by 9/30
AI Designated Members, Candidates for Designation & Affiliates - $595
Standard / Non-AI - $695

Register after 9/30
AI Designated Members, Candidates for Designation & Affiliates - $620
Standard / Non-AI - $720


ASFMRA California Chapter presents 2016 Fall Meeting
Oct
18 - 21
Location: Oxford Suites Hotel, Chico

The California Chapter of the American Society of Farm Managers and Rural Appraisers is gearing up to present their 2016 Fall Meeting.  The 4-day program includes continuing education classes for appraisers, managers & consultants plus installation, student reception, awards and ag tour.  Attendees can choose which specfic events they want to attend:

  • Valuation of Lease Interests
  • Succession Planning in Agriculture
  • The Appraisal of Permanent Plantings in Changing Markets
  • Personalities in Agriculture and Business
  • Student Reception
  • Fall Meeting Ag Tour
  • Member Meeting & Installation / Awards Dinner

For questions or more information about this ASFMRA sponsored event contact info@calasfmra.com or 209/368-3672.

2016 Annual Fall Conference: Real Estate & Appraisal Symposium
Oct
19
Location: San Francisco Marriott Marquis, San Francisco

A Northern California Chapter Tradition for 66 Consecutive Years!

Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

Keynote Speaker
Liz Laderman
Senior Economic Outreach Economist
Economic Education and Outreach Department of the Federal Reserve Bank of San Francisco
“The U.S. Economy and the San Francisco Fed’s Outlook”

Topics include

  • Limitations Unlimited: Appraising Fractional Interests in Closely-Held Real Estate Holding Entities
  • Hands Off My Intangibles! Business Value in Real Property
  • Commercial Market Update
  • Residential Market Update
  • Adding Value to Multifamily Assets: Analysis and Prospects
  • Billboards and Cell Towers:  Do I Have to Appraise THAT, Too?
  • A House Divided: Residential Appraisals for Litigation - Review & Preparation
  • Can I Get a Witness?  An Introduction to Litigation Appraisal
  • A Taxing Situation: Appraisal Reports Submitted to the IRS
  • Understanding and Valuing High Performance Properties
  • Beyond Metes and Bounds: Preliminary Title Reports 101
  • Understanding Non-Lender Valuation Assignments - Rules, Laws & Standards

Panelists include
Christian Losness, The Losness Group, Apartment Broker
Jeffery Zell, Zell and Associates, Inc., Apartment Management
Robert Sammons, Cushman & Wakefield, Regional Director Northwest U.S. Research
Andrew Nelson, Colliers, Chief Economist
Ben Hoen, Lawrence Berkeley National Laboratory, Staff Research Associate, Electricity Markets and Policy Group
Jamie Johnson, Energy Sense Finance, Founder
Tim Runde, MAI, LEED AP, Runde & Partners, Inc., President
Ron Ceruti, ENVRS
Brett I. Reynolds MAI, CCIM, Colliers - Valuation & Advisory Services, Valuation Services Director
Nicholas P. Cadigan, MAI, Valbridge Property Advisors, Sr. Appraiser
Jennifer Cossette, ASA, Pluris Valuation Advisors, Vice President
Lou Garone, MAI, SRA, AI-GRS
Simon Offord, Esq.,
Law Office of Peter N. Brewer
Yvonne J. Broszus, MAI
, Valbridge Property Advisors/Hulberg & Associates, Director
Tom Tognoli, Intero Real Estate Services, a Berkshire Hathaway Affiliate, Founder, President & CEO
Nils Ratnathicam, The Rincon Group, Apartment Investor and Lender
Cris K. O'Neall, Greenberg Traurig, LLP, Shareholder
Deane Wilson, MA, ASA, The Blackwell Group, Managing Partner
Craig Cooper, Office of the Sonoma County Assessor, Supervising Appraiser
Tom Poser, Jones Lang LaSalle
Paul Chandler, MAI, Property Sciences Group, Inc., Founder & CEO
Arlen C. Mills, MAI, SRA, The Mills Company, Principal
Stan Tish, MAI, Berliner Kidder & Tish
Greg Monteverde, Santa Clara County Assessor’s Office, Chief Appraiser
James Gavin, MAI, Duff and Phelps, Managing Director San Francisco Real Estate Services Group
Peter Christensen, LIA, Administrators & Insurance Services, General Counsel
Clayton Funk, MVP Capital
Stephen Wagner, MAI, SRA, AI-GRS, Appraisal Institute, Nominee for National 2017 VP Elect
Jeff Weidell, Northmarq, President

Sponsorships Available - Learn More.

Silver Sponsors
Liability Administrators & Insurance Services
Joseph J. Blake and Associates

Bronze Sponsors
Berliner Kidder & Tish
ParcelQuest
Valbridge Property Advisors l Hulberg & Associates
Bradford Technologies
Property Sciences
Integra Realty Resources - SF


NorCal Sponsor
RowLand Valuation

Media Sponsor
Appraisal Today

ASA Northern California Chapter presents ARM204 - Appraisal Review & Management
Oct
20 - 23
Location: Hyatt House, Emeryville

During this 4-day course presented by ASA Northern California Chapter, attendees will Participate in an depth review and application of the concepts learned in ARM201 including the Scope of Work Rule, Ethics Rule, Competency Rule, and USPAP Standard 3; Learn the appraisal management concepts that pertain to the USPAP Record Keeping Rule and the appraiser’s responsibilities under USPAP when working with other valuation professionals; and Write their own appraisal review report in compliance with USPAP Standard 3 and have a working knowledge of what a compliant appraisal review report is supposed to look like for their particular situation.  For questions or additional information contact the ASA Northern California Chapter or call 415/766-2272.

Course: Basic Appraisal Procedures
Oct
25 - 28
Location: CalTrans Manchester Office, Fresno

Instructor(s): Terry Bernhardt, SRA, JD

Apply the principles and concepts learned in Basic Appraisal Principles. This four-day course takes you step-by-step through the valuation process:

• Defining the problem
• Collecting and analyzing data
• Reaching a final opinion of value
• Communicating the appraisal

Learn about the three approaches to reaching an opinion of value—income capitalization, cost, and sales comparison—and apply them in true-to-life case studies and problems. After examining income capitalization methods and formulas, learn how rates and multipliers are derived. Through case studies discover the steps and concepts involved in the cost approach—how appraisers estimate the cost of constructing a reproduction of or replacement for an existing structure; the three major components of depreciation and methods for estimating and allocating depreciation; and land and site valuation.

The course will guide you through the sales comparison approach including researching the market, verifying information, selecting units of comparison, conducting a comparative analysis, making adjustments, and reconciliation. Complete key sections of an appraisal report. Finally, the course provides an introduction to property description and construction and design basics.

Watch for registration to open shortly!


Course: Review Theory - General
Oct
31 - Nov
4
Location: Crowne Plaza, Sacramento

Review Theory—General is the fundamental review course that all reviewers should have in their education background. It is a required course for individuals pursuing the Appraisal Institute General Review Designation.* Participants embark on an in-depth journey of the seven steps that are outlined through the review process, which is at the core of this course. To be a reviewer, an appraiser must learn how to develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness relative to the work under review. These opinions must be refined through tests of reasonableness in order to develop opinions of appropriateness and credibility. By taking this course, participants may gain invaluable confidence on the fundamentals of review. This offering is being sponsored by the Sacramento-Sierra Chapter of the Appraisal Institute.  For questions or additional information contact 916/972-9700 or Jenny@sac-ai.org.

 

Central California Branch Chapter Workshop
Nov
3
Location: Fresno

Workshop topics include

  • conservation easement value
  • ecological assets
  • compensatory mitigation properties

Watch for more details to be posted soon including the number of CE hours, specific location and more!

Seminar: Residential Applications Part 2 - Using Microsoft Excel to Analyze and Support Appraisal Assignments Results
Nov
4
Location: University of Phoenix, Fairfield

Instructor(s): Dean Zantow, SRA

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

BEST VALUE RATE:  Register by 9/9 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $200
Standard / Non-AI - $225

Register by 10/07
AI Designated Members, Candidates for Designation & Affiliates - $245
Standard / Non-AI - $255

Register after 10/07
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $290

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Nov
7
Location: University of Phoenix, Fairfield

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

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

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.

Board of Directors Meeting
Nov
10
Workshop, Chapter Business Meeting & Networking Social: "State of the Profession"
Nov
10
Location: East Bay

"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.

FHA Appraising for Valuation Professionals: FHA Single Family Housing Appraisal Requirements
Dec
2
Location: University of Phoenix, Fresno

Instructor: Dawn Molitor-Gennrich, SRA

FHA Still Matters—Really!

Did you attend one of the early FHA update programs in 2015 that was based on drafts of the proposed changes to the 4000.1 Handbook? Are you one of the many appraisers who attended an FHA update seminar in 2015, but still have questions about the latest FHA requirements?

If you are looking for an FHA seminar that offers a thorough perspective and the most current information, FHA Appraising for Valuation Professionals: FHA Single Family Housing Appraisal Requirements is for you! This seminar will help you develop an understanding of the FHA Handbook 4000.1 and the accompanying Appraisal Report and Data Delivery Guide. These two documents provide all of FHA’s guidance and requirements when completing an appraisal for a mortgage involving FHA insurance. While many of the requirements are specific to appraisals for FHA insured mortgages, the concepts and guidance are applicable to most if not all residential appraisal assignments.

Still not convinced you need this seminar?

ARE YOU AWARE that clarifying guidance was offered to the Appraisal Institute by the Home Valuation Policy Division of HUD-FHA after the 4000.1 Handbook became effective on September 14, 2015? (This includes guidance on hot topic areas like appliances, sump pumps, crawlspace and attics, and roofing, among others.)

DO YOU KNOW that the ‘3-year rule’ for analysis of prior transfers/sales of the comps was changed by FHA after the initial release of the 4000.1 Handbook back to the existing ‘1-year rule’? Do you know why FHA made the change and if/when they may again implement the ‘3-year rule’ for the comps?

DO YOU KNOW the four conditions observed during the course of an FHA inspection of the subject that require the appraiser to STOP WORK and contact the client immediately?

DO YOU KNOW how/where the FHA clarifies in the 4000.1 Handbook that the appraiser is not expected to be a home inspector? Along those lines, do you know the observed conditions that require an FHA roster appraiser to call for an inspection by a qualified individual or entity?

If a lending client asked you to do something contrary to FHA appraisal policy, CAN YOU SHOW them in Handbook 4000.1 why they are mistaken and you are correct?

DO YOU KNOW the difference between FHA’s Minimum Property Standards and Minimum Property Requirements?

DO YOU KNOW that FHA requires competency in their policies prior to accepting an FHA case file?

Commercial Symposium: Unique & Complex Property Appraisals
Dec
9
Location: Preservation Park, Oakland

Plan now to join over a dozen valuation experts for a unique day of networking and learning at one of the East Bay's most unique meeting spots - Preservation Park!  Topics include:

  • Open Space and Other Public Lands
  • Retail Fuel Properties: Convenience Stores, Fast-Food & Car Washes
  • Airport Properties
  • R&D Property Allocation of Value between Real Estate, FF&E and Intangibles



Golden Gate Branch Chapter Holiday Luncheon
Dec
 
Location: L'Oliver Restaurant, San Francisco
Course: Quantitative Analysis
Jan
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



NEW! Course: Review Case Studies - General
Jan
30 - Feb
3
Location: Bay East Association of REALTORS (New facility - they've relocated to Koll Center Parkway), Pleasanton

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

An excellent practical course that expands on what was presented in Review Theory - General. This 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.

Learn More About the Requirements to Earn the AI-GRS Review Designation




Chief Appraiser's Commercial Symposium
Feb
 
Location: San Francisco

Watch for more information about this informative new program sponsored by the Northern California Chapter.

Together we will learn about the marketplace, strategies, practices and more!

 

NEW! Course: Review Case Studies - Residential
Feb
 

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.

2017 Annual Spring Conference
Mar
6
Location: Doubletree Hotel, Modesto

Residential * Commercial * Agricultural

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.  This event continues to evolve each year, with expanded breakout sessions to provide a greater depth of topics and the opportunity to hear from and connect with a variety of industry professionals. It is the combination of quality and content which draws an increasing number of attendees not only from the valley areas but from the greater Bay Area and beyond!

Course: Business Practices & Ethics
Mar
 
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Mar
 

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.

Course: National USPAP Update 7-Hour
Mar
 
NEW! Seminar: Land Valuation
Mar
 
2017 Spring Litigation Conference
May
18
Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

Our most popular one-day seminar returns to the Napa Valley in the summer of 2017!