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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: General Appraiser Income Approach - Part 1
Oct
25 - 28
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

After a brief review and introduction, General Appraiser Income Approach/Part 1 opens with a graphic treatment of the time value of money, the six financial functions of a dollar, and important associated concepts. A thorough, detailed analysis of gross income including leases and the various expenses appropriately deducted from gross income follows, with realistic case studies of several income property types. Direct capitalization is then presented using overall capitalization rates, band of investment, and residual techniques. Substantial class time is devoted to practicing the taught concepts to prepare participant for the exam.

Go Green and SAVE an EXTRA $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 - $695
Standard / Non-AI - $795

Workshop: Introduction to Spreadsheet Applications
Nov
1
Location: Holiday Inn, Dublin

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CDEI

This complimentary (yes, it is free) 2-hour workshop is designed as an introduction to spreadsheet and analytics software for appraisers.  The software used is open source, and students will leave with a FREE copy.  Perfect for those needing to brush-up on Excel before taking Stats, Graphs and Data Science.  Come for the information, then stay to network and enjoy hosted appetizers and no-host beverages.

Advanced registration is required.  Approved for AI and SBE CEC; an application for BREA approval has been submitted.

Course: Residential Site Valuation and Cost Approach
Nov
2 - 3
Location: Lafayette Library & Learning Center, Lafayette

Instructor: Arlen C. Mills, MAI, SRA

Designed for participants with introductory experience and understanding of fundamental concepts of appraising, this course focuses on the valuation of vacant land parcels and the development of the cost approach. Develop your skills by creating a current cost estimate using market extraction, interview techniques, and information provided by professional cost data sources. An in-depth case study takes you from the origin of the appraisal assignment to a final value estimate using various cost approach applications. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as residential site valuation and cost approach.

Go Green and SAVE an EXTRA $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

Seminar: Stats, Graphs and Data Science
Nov
2 - 3
Location: University of Phoenix, Livermore

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CDEI

This hands-on workshop introduces and exploits “big data” tools, computation, and predictive methods for valuation.  It emphasizes applied solution-based learning, using real data, for objective evidence-based results.  Data science results are simpler, more useful, and intuitively sensible.

The intent of this seminar is that students leave with these immediately useful skills:

  1. Apply visual methods to structure assignments and define competitive market segments.
  2. Classify and technically quantify comparable data selection.
  3. Adjust and interpolate, using contrasting and simple regression calculations.
  4. Explain practical differences in calculated, estimated, and biased estimators.
  5. Hear and learn of the complexities, pitfalls, hype, and flim-flam around multiple regression.
  6. See the potential of real data analysis software, such as open-source R and RStudio.

Open-source analytics software is provided, as well as example data sets and templates for use in form and narrative reporting.  The use of these tools is particularly useful for sparse-data appraisal problems through the support of location (spatial), and price indexing (time) adjustments.  Local commercial and/or residential data sets are used in presented examples

This course is prerequisite to intermediate and advanced courses offered by Valuemetrics.info education, leading to auditable valuation practices.

Note: Registration for this program is handled directly through valuemetrics.info or 619/297-6816.

ASA NorCal and FEWA present Becoming a Forensic Consultant: Your Next Career
Nov
9
Location: 44 Montgomery Street, San Francisco

This 4-hour session is sponsored by ASA NorCal and FEWA and will be led by seasoned experts from different fields.  The demand for expert witness is steadily growing and as you begin this next phase you might have some questions regarding getting hired, full/part-time consulting, speaking, writing, and marketing. Attend this session to learn how to start your forensic consulting practice. It will cover all of the "Need to Know" basics; including the types of forensic consultants, how to network, and marketing your expertise.  Learn how to define and market your image during this section. Next, we will cover how to enhance your visibility through public relations and networking towards getting referrals. To be sure that these endeavors work, this session will also cover how to measure your results.  draw from the expertise of established experts who will review the best practices in forensic consulting. You will learn how to get insured and mitigate the risks of entering into business, as well as how to get paid. The presenters will review your role as a forensic consultant, including expectations, participation and deliverables.  Attendees will be exposed to top expert witnesses who will relay the most common mistakes and pitfalls.

Presenters include:
Susan Maccoy, Registered Cosmetologist, CFLC
David Saldivar, CPM, CCIM, CCRM, CCAM, CFLC (Moderator)

For questions or additional information about this program sponsored by ASA NorCal / FEWA contact execdir@forensic.org or (415) 369-9614.  



Board of Directors Meeting
Nov
9
Location: Crow Canyon Country Club, Danville
NEW! Course: Review Case Studies - Residential
Nov
30 - Dec
1
Location: Lafayette Library & Learning Center, Lafayette

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

Review Case Studies-Residential is unlike anything you’ve experienced in other review courses.

In this NEW two-day course, you will apply the review process that you learned in Review Theory-Residential by walking through a case study that focuses on a two-stage review assignment. Day one begins with a quick refresher of review concepts. From there, you will work on an assignment that gets dropped on your desk much like it does in real life. Working in groups, as well as individually, you’ll identify and analyze the components of the case study review assignment.

For many, this will be the first opportunity to work through all seven steps of the review process and apply them within a simulated, very real-to-life assignment. Problem identification and scope of work is where the process begins and that quickly leads to the tougher analytical work where you’ll analyze the subject appraisal report and develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness (including tests of reasonableness). From there, you’ll learn to develop opinions of appropriateness and creditability to both the appraiser’s development work as well as opinions on whether the appraiser’s report is appropriate and not misleading—including the reviewer’s development of reasons for disagreement.

Day two begins with the reviewer’s development of his or own opinion of value in this two-stage review assignment. You will analyze additional field data to facilitate review decisions, like whether the opinion of value in the subject appraisal report is credible. From the start of the case study, you will take notes to prepare an individual review report which is submitted to the instructor (the review supervisor) before the exam.

If you’re an appraiser, reviewer, or other real estate professional who regularly works with reviews, this hands-on, application-based course is for you!

Advanced Registration is Required

AI Designated Members and Candidates for Designation - $650
Standard / Non-AI - $900

 

Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
8
Location: Preservation Park, Oakland

Just what are unique and special purpose properties?

Special Purpose Property: A property with a unique physical design, special construction materials, or a layout that particularly adapts its utility to the use for which it was built.
 - The Dictionary of Real Estate Appraisal

Topics include
Hotels & Motels
Residential Care Facilities
Waterfront Properties & Marinas
Medical & Dental Facilities


Panelists
Suzanne Mellen, MAI, Senior Managing Director, HVS
Bennett Johnson, VP & Practice Leader, Senior Housing & Care Specialty Group, CBRE
Michael Yovino-Young, MAI, SRA, President, Yovino-Young, Inc.
Brian Rapela, MAI, Partner, Joseph Blake & Associates
Robert Eaton, Founder, EHI
Tarun Patel, CFO, Pracrea, Inc. (dba AQQIRE)
Pamela Kershaw, Director of Commercial Real Estate, Port of Oakland
Edmond P. Cahill, JD


Course: National USPAP Update 7-Hour (New Version 2018-19)
Dec
11
Location: National University, San Jose

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

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Go Green and SAVE an EXTRA $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 October 13 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 11/17
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 11/17
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
12
Location: University of Phoenix, Livermore

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
The NEWLY required one-hour multiple choice open-book exam is given onsite following the seminar presentation.

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

Appraisers recognize that they have regulatory obligations, but recognizing and understanding all of the various Federal and State laws and regulations that govern appraisers can be challenging. A review of sanctions and disciplinary actions taken against appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession as a whole. This 1/2-day afternoon seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level.

BEST VALUE RATE: Register by October 20 and Save up to $50!
AI Designated Members, Candidates for Designation & Affiliates - $115
Standard / Non-AI - $135

Register by 11/17
AI Designated Members, Candidates for Designation & Affiliates - $125
Standard / Non-AI - $145

Register after 11/17
AI Designated Members, Candidates for Designation & Affiliates - $150
Standard / Non-AI - $165

Board of Directors Meeting
Jan
18
Workshop, Chapter Business Meeting & Installation Celebration
Jan
18
Course: National USPAP Update 7-Hour (New Version 2018-19)
Jan
19
Location: Lafayette Library & Learning Center, Lafayette

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

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

 Go Green and SAVE an EXTRA $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 November 17 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 12/22
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 12/22
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

Course: Advanced Concepts and Case Studies
Jan
25 - 31
Location: Lafayette Library & Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

" . . . the best course that a designated or advanced commercial appraiser can take to learn current state of the art appraisal practice from complex case studies."

This course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 35 hours of traditional classroom education and wraps up with a three-hour exam on the sixth morning. Advanced Concepts and Case Studies synthesizes basic and advanced valuation techniques taught in previous courses, and addresses consistent treatment of the three valuation approaches for various valuation problems. Case studies teach participants how to address common but complex appraisal issues, including a leased fee not at market rent, a proposed property, a property in a market not at equilibrium, and a subdivision. The course emphasizes the need to test the reasonableness of conclusion in an appraisal. Like all advanced education courses sponsored by the Appraisal Institute, the course naturally reviews many concepts taught in previous courses.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

Note:  No instruction on Sunday, January 28.

REGISTRATION CLOSES on January 15 (or sooner, pending availability)
Advanced Registration is Required

AI Designated Members and Candidates for Designation - $850
Standard / Non-AI - $1,200

 

Course: Residential Market Analysis and Highest & Best Use
Jan
 

This two-day course provides a fresh look at the relationship between market analysis and highest and best use. Discover where to find the information you need to make a highest and best use decision and how to interpret the information you find. Learn how to read and map a market area for a subject property and discover the essential links between market analysis, highest and best use analysis, and the three approaches to value (cost, sales comparison, and income capitalization). Gain practical experience by solving highest and best use problems similar to problems you might encounter in the real world. Theory is translated into practice through extensive and varied classroom activities encouraging you to become actively involved in applying concepts to real-world situations.

Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as residential market analysis and highest and best use.

Course: National USPAP Update 7-Hour (New Version 2018-19)
Feb
1
Location: University of Phoenix - Modesto Campus, Salida

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

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Go Green and SAVE an EXTRA $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 December 14 and Save up to $90!
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

Register by 1/11
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $260

Register after 1/11
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $285

Course: Business Practices & Ethics
Feb
2
Location: University of Phoenix - Modesto Campus, Salida

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

This course addresses topics that were not included in the previous version, such as the Guide Notes to Standards of Professional Appraisal Practice. Numerous Q&As address real-life, up-to-date matters that appraisers encounter in various assignments, including mortgage lending, litigation, property tax appeal, and many more.

Leave with relevant and much-needed information for professional appraisers.

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

Note:  All registrants (even those who opt for hardcopy materials) will be provided with a link following registration to download additional required documents in advance of the course offering.

BEST VALUE RATE: Register by December 14 and Save up to $80!
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $255

Register by 1/11
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $280

Register after 1/11
AI Designated Members, Candidates for Designation & Affiliates - $285
Standard / Non-AI - $310

Course: Introduction to Green Buildings
Feb
7
Location: Bay East Association of Realtors, Pleasanton

Instructor(s):  Tim Runde, MAI, LEED-AP

This one-day introduction course focuses on the evolution of green buildings, the concept of sustainability in buildings, and the principles, practices, and components that distinguish sustainable from conventional buildings.

Note. This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you'll need to successfully complete the program, click here.

Go Green and SAVE an EXTRA $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 December 8 and Save up to $95!
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $265

Register by 1/12
AI Designated Members, Candidates for Designation & Affiliates - $250
Standard / Non-AI - $285

Register after 1/12
AI Designated Members, Candidates for Designation & Affiliates - $280
Standard / Non-AI - $315

 

NEW! Course: Practical Applications in Appraising Commercial Green Properties
Feb
8 - 9
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Tim Runde, MAI, LEED AP

This NEW two-day course introduces participants to a broad range of valuation problems encountered when appraising green commercial buildings, conventional buildings with green features, and conventional buildings in today’s markets that are increasingly influenced by sustainability and green building. Based on the Appraisal Institute’s new publication, The Valuation of Green Commercial Real Estate, participants will use real-world case study examples from a variety of property types to learn and apply credible valuation techniques for analyzing and reporting the degree to which green building and sustainability affect property value.

Structured around the application of the three approaches to value, participants will develop valuable insight and hands-on experience applying cost and income-based adjustments when sales data is lacking, identifying and analyzing rent and marketability premiums, evaluating operating cost impacts, and assessing risk effects. In addition, participants will learn how green building and sustainability affect scope of work development and highest and best use analysis for both green and conventional properties. The course also familiarizes participants with emerging topics such as net zero energy, distributed generation, wellness-based design and resilience.

Note. This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you'll need to successfully complete the program, click here.

Go Green and SAVE an EXTRA $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 December 8 and Save up to $150!
AI Designated Members, Candidates for Designation & Affiliates - $415
Standard / Non-AI - $515

Register by 1/12
AI Designated Members, Candidates for Designation & Affiliates - $440
Standard / Non-AI - $540

Register after 1/12
AI Designated Members, Candidates for Designation & Affiliates - $465
Standard / Non-AI - $565


Course: USPAP 15-Hour (2018-19)
Feb
 

Using the national USPAP course material copyrighted by The Appraisal Foundation, this two-day course covers basic rules for ethical behavior and competent performance. The course is designed to comply with USPAP requirements for state-certified appraisers and it highlights the role of the appraiser and the implied impartiality often associated with this role. Participants will learn how requirements of the Uniform Standards of Professional Appraisal Practice affect their appraisal businesses.

NEW! Course: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
Feb
 
Location: Oakland / East Bay

This NEW two-day course not only provides a comprehensive review of the recently released 6th edition of the Uniform Appraisal Standards for Federal Land Acquisitions, (commonly known as Yellow Book) it provides critical guidance for appraisers involved in federal land acquisition valuation assignments. 

Whether you are experienced in writing or reviewing federal land acquisition appraisals or you are interested in expanding your client base to include federal and state agencies and organizations, this course will show you how to comply with the 6th edition Uniform Appraisal Standards for Federal Land Acquisition. An optional one-hour exam is included.

2018 Annual Spring Conference
Mar
5
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!

Panelists include
Jim Murrett, MAI, SRA, 2018 National President, Appraisal Institute
Mike Belote, President / Lobbyist, California Advocates, Inc.

Board of Directors Meeting
Mar
15
Workshop, Chapter Business Meeting & Networking Social
Mar
15
Course: General Appraiser Income Approach - Part 2
Mar
 

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.

Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 

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 on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances.

Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as real estate finance, statistics, and valuation modeling. Participants should understand that this course will be a review and will not address more advanced topics.

This course revision includes an update on financial history and the future implications of the burst housing bubble. A discussion on how mortgages impact value also was added, as well as measuring volatility and standard deviations.

Note: Real Estate Finance, Statistics, and Valuation Modeling was designed according to the broad topical guidelines of the Appraiser Qualifications Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers.

Course: The Appraiser as an Expert Witness
Apr
 

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.

NEW! Seminar: Solving Land Valuation Puzzles
Apr
 

Learn how to solve a variety of land valuation and feasibility problems using less commonly used land valuation techniques in this one-day seminar. Interactive case studies and discussion topics cover highest and best use considerations, land residual analysis, contamination, impacts of tax increment financing on feasibility, condemnation, subdivision analysis, unit of comparison selection, and alternatives when inadequate land sales exist. Problem identification, assignment conditions, scope of work decisions, and standards of practice are reviewed in each problem and solutions are discussed. Lively class discussion and interaction will result as problems are explored.

Upon completion of the seminar, participants should be able to

  • Summarize the six recognized land valuation techniques
  • Employ land residual analysis as part of a highest and best use decision
  • Calculate and use internal rates of return as a method of testing feasibility
  • Recognize terms and concepts used for valuation of contaminated land
  • Test alternative units of comparison
  • Perform allocation and market extraction when land sales are lacking
  • Understand the basics of subdivision valuation
  • Understand the basics of condemnation valuation
  • Properly apply special/extraordinary assumptions, hypothetical conditions, and the Jurisdictional Exception Rule of USPAP in unusual situations.
Board of Directors Meeting
May
10
Workshop, Chapter Business Meeting & Networking Social
May
10
2018 Spring Litigation Conference
May
17
Location: Filoli

LISTEN.  PARTICIPATE.  LEARN.

One of our most sought after award-winning conferences returns to the historic and beautiful grounds of Filoli again in 2018. Plan now and save the date!

Course: General Appraiser Market Analysis and Highest & Best Use
May
 

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

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

Course: Review Theory - Residential
May
 

Review Theory—Residential 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 Residential Review Designation.* Participants embark on an in-depth journey of the seven steps outlined in 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.

Course: National USPAP Update 7-Hour (New Version 2018-19)
Jun
 
Location: North Bay

This updated one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement. 

Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Course: Supervisory Appraiser / Trainee Appraiser
Jun
 

If you entered into a new supervisor/trainee relationship after January 1, 2015, you must take a Supervisory/Trainee Course per the 2015 Real property Appraiser Qualifications Criteria. The Appraisal Institute’s four-hour course addresses the national minimum requirements, responsibilities, and expectations for Trainee Appraisers and Supervisory Appraisers that are included in the AQB’s required course outline.

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

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
The NEWLY required one-hour multiple choice open-book exam is given onsite following the seminar presentation.

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

Appraisers recognize that they have regulatory obligations, but recognizing and understanding all of the various Federal and State laws and regulations that govern appraisers can be challenging. A review of sanctions and disciplinary actions taken against appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession as a whole. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level.

Seminar: Vineyard Valuation
Jun
 
Location: Napa Valley

Our most popular one-day seminar returns to the Napa Valley in the summer of 2018!

Board of Directors Meeting - via Teleconference
Jul
19
Chief Appraisers Symposium
Jul
 
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
 

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.

The Residential Symposium 2018: All Day. All Residential.
Aug
3
Location: Dublin
Board of Directors Meeting
Sep
20
Workshop, Chapter Business Meeting & Networking Social
Sep
20
Course: Advanced Income Capitalization
Sep
 

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.

Course: General Appraiser Site Valuation & Cost Approach
Sep
 

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.

Course: Valuation of Conservation Easements - - - Recently Updated Version
Sep
 

Valuation of Conservation Easements is an advanced course designed for the 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 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, 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, homework assignments, and case-law analysis.

2018 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
 
Board of Directors Meeting
Nov
8
Workshop, Chapter Business Meeting & Networking Social
Nov
8
Course: Review Theory - General
Nov
 

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.

Seminar: Stats, Graphs and Data Science - Part II
Nov
 
Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
 
Course: Quantitative Analysis
Dec
 

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.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

 

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

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
The NEWLY required one-hour multiple choice open-book exam is given onsite following the seminar presentation.

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

Appraisers recognize that they have regulatory obligations, but recognizing and understanding all of the various Federal and State laws and regulations that govern appraisers can be challenging. A review of sanctions and disciplinary actions taken against appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession as a whole. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level.