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

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

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

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

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

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

 

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

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

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

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

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

Special Guest
J. Scott Robinson, MAI, SRA, AI-GRS, AI-RRS
2014 Appraisal Institute National Vice President

16 Breakout Sessions include:

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

 Conference Sponsors include

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

Become a Conference Sponsor

Still time to Register + SAVE up to $50!
Register by August 29 - $300
Register after August 29 - $350

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

 

 

 

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

Instructor(s): Alan Blankenship, PhD

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

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

Course: Advanced Income Capitalization
Oct
6 - 10
Location: Bay East Association of Realtors, Pleasanton

Instructor(s):  Gary DeWeese, MAI

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

Registration closes September 22

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

 

 

Seminar: Whatever Happened to Quality Assurance in Residential Appraisals: Avoiding Risky Appraisals and Risky Loans
Oct
13
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Sara Schwarzentraub, SRA

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

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

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

 

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

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

More details coming soon.

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

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

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

Day 1

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

Day 2

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

 

 

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

"Ranchette Properties: The Transition Between Residential and Agricultural"

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

More details coming soon.

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

Residential Tapas: All Day, All Residential
Nov
3

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

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

Mark Chapin IFA
- Executive Vice President & CVO, Solidifi

Greg Stephens, SRA
- Chief Appraiser & SVP Compliance, Metro-West Appraisal Co., LLC

Jeff Bradford
- President, Bradford Technologies

Course: Advanced Concepts and Case Studies
Nov
5 - 11
Location: John F. Kennedy University, Pleasant Hill

Instructor(s): Gary DeWeese, MAI

Designated Members and Candidates for Designation - $795
Standard - $1,135

Note: No instruction on Sunday, November 9.

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

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

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

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

Commercial Tapas: All Day, All Commercial
Nov
14
Location: San Francisco

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

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

"State of the Profession"

Hands down, this is our most popular, and well-attended annual workshop!  Whether you are a seasoned appraisal professional, contemplating a career change into real estate appraising, and/or seeking an Appraisal Institute designation, you cannot afford to miss this informative program. Our panelists will address current and future issues affecting real estate appraisers and the future of the appraisal profession during these ever-changing and challenging times.

Panelists inlcude
Jim Martin, Director, BREA
Mike Belote, California Advocates, Inc.

Plan to stay for our Networking Social following the workshop.  Complimentary appetizers will be served; beverages are "no host"

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

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

Instructor(s): Arlen Mills, MAI, SRA

BEST VALUE RATE: Register by October 1
AI Designated Members, Candidates for Designation & Affiliates - $185
Standard / Non-AI - $225

Register by November 3
AI Designated Members, Candidates for Designation & Affiliates - $210
Standard / Non-AI - $250

Register after November 3
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $275

Attendees must bring their own copy of 2014-2015 USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link:
www.appraisalfoundation.org

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

Instructor(s): Dawn Moliltor-Gennrich, SRA

BEST VALUE RATE: Register by October 1
AI Designated Members, Candidates for Designation & Affiliates - $220
Standard / Non-AI - $250

Register by November 3
AI Designated Members, Candidates for Designation & Affiliates - $240
Standard / Non-AI - $270

Register after November 3
AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $295

Course: Quantitative Analysis
Dec
8 - 12
Location: University of Phoenix, Oakland

Instructor(s): Larry T. Wright, MAI, SRA and Gary DeWeese, MAI

An Advanced Education offering that will dispel the many myths and misconceptions that appraisers have about using statistics in their day-to-day practice.  Although the class is commercial in orientation, residential appraisers will benefit from this course, too. It is an application of the sales comparison approach, but it can be applied to both commercial and residential properties.

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

This course is part of the Appraisal Institute's Analytics for Valuation Professional Development Program.

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

 

Seminar: Residential Applications Part II - Using Microsoft Excel to Analyze and Support Appraisal Assignment Results
Dec
12
Location: Brandman University (at Pleasant Hill BART), Walnut Creek

Instructor(s): Larry T. Wright, MAI, SRA

"Stay ahead of your competition.  One of the most valuable residential seminars you will have the opportunity to take!"

BEST VALUE RATE: Register by October 10
AI Designated Members, Candidates for Designation & Affiliates - $190
Standard / Non-AI - $210

Register by November 14
AI Designated Members, Candidates for Designation & Affiliates - $230
Standard / Non-AI - $240

Register after November 14
AI Designated Members, Candidates for Designation & Affiliates - $255
Standard / Non-AI - $275

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 
Course: Condemnation Appraising - Principles & Applications
Jan
12 - 14
Location: Bay East Association of Realtors, Pleasanton

Instructor(s): Steve Roach, MAI, SRA

Course: National USPAP 7-Hour Update
Jan
15
Location: University of Phoenix, Fairfield

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

Course: Business Practices and Ethics
Jan
16
Location: University of Phoenix, Fairfield

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

Course: Residential Sales Comparison and Income Approach
Jan
26 - 29
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Arlen Mills, MAI, SRA

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jan
 
Workshop, Chapter Business Meeting and Installation Celebration
Jan
 
Course: Advanced Market Analysis and Highest & Best Use
Feb
2 - 6
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

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

Course: National USPAP 15-Hour
Feb
5 - 6
Location: University of Phoenix, Fairfield

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

Course: General Appraiser Income Approach - Part I
Feb
 
NEW Course: Residential and Commercial Valuation of Solar
Feb
 
Seminar: Brewery Valuation
Feb
 
Seminar: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications "Yellow Book"
Feb
 
2015 Annual Spring Conference
Mar
2
Location: Modesto

Coming in 2015 - expanded breakout sessions.  More of the topics you are interested in to choose from!

 

Course: General Appraiser Income Approach - Part II
Mar
 
NEW Course: Review Case Studies - General
Mar
 
NEW Course: Supervisor / Trainee
Mar
 
Seminar: General Demonstration Report Writing
Mar
 
Course: National USPAP 7-Hour Update
Apr
 
Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 
Course: The Appraiser as an Expert Witness: Preparation and Testimony
Apr
 
2015 Spring Litigation Conference
May
 

We look forward to bringing this annual event back to Filoli Gardens in early May 2015.

Breakout Sessions Include
Legal Bites
- F. Gale Connor, Attorney at Law, Shareholder, Miller Starr Regalia

Course: General Appraiser Report Writing and Case Studies
May
 
Course: General Appraiser Report Writing and Case Studies
May
 
Course: General Appraiser Site Valuation and Cost Approch
May
 
Course: Advanced Income Capitalization
Jun
 
NEW Course: Review Case Studies - Residential
Jul
 
Seminar: Vineyard Valuation
Jul
 
2015 Annual Fall Conference: Real Estate and Appraisal Symposium
Sep
 
NEW Course: Two-Day Advanced Income Capitalization - Part A
Nov
 
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
Seminar: Commercial Tapas - All Day. All Commercial.
Nov
 
Seminar: Residential Tapas - All Day. All Residential.
Nov
 
Course: Business Practices and Ethics
Dec
 
Course: National USPAP 7-Hour Update
Dec
 
Seminar: Extreme Appraising
Dec
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

Dates for the following tentative offerings have not yet been determined
Seminar: Arbitration - What You Can't Learn from Books