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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
Understanding & Using Comparable Transactions
Sep
11
Location: Lafayette Library & Learning Center, Lafayette

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

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

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

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

North Bay Branch Chapter Workshop & Networking Social - "What's Up with North Bay Real Estate 2015?"
Sep
17
Location: Exchange Bank, Santa Rosa

Join us to hear and learn about various trends and issues affecting North Bay real estate. Our panelists represent different aspects of Sonoma County real estate – from regulations and the permitting processes, commercial real estate development, and commercial real estate brokering, to the “nuts and bolts” of how to correct violations, particularly with residential real estate in mind. Attendees will be given the opportunity to pose questions after each presentation.

  • The Investor’s Perspective: Commercial / Industrial Properties and Land Development
  • Airport Business Center: Past, Present & Future
  • Permits: Regulating Wineries & Event Centers
  • Rental Trends: Impact of New Regulations on Vacation Rentals & Airbnb
  • Positive Social, Environmental and Economic Impacts of Commercial Real Estate
  • Permit Violations:  Costs & Resolutions

Rene de Monchy - President, HomeWorks Consulting
Carolyn Pistone - President and Managing Director, Clear Blue Commercial
Eric Koenigshofer - Attorney at Law
Larry Wasem - Managing General Partner and Founder, Airport Business Center
Tennis "JT" Wick - Director, Sonoma County Permit and Resource Management Department

BEST VALUE Rate:  Register by September 3
AI Designated Members, Candidates for Designation & Affiliates - $45
Standard / Non-AI - $55

Register after September 3
AI Designated Members, Candidates for Designation & Affiliates - $55
Standard / Non-AI - $65

Silicon Valley Branch Chapter Workshop & Networking Social - “California's New Gold Rush -- Emerging Trends in Real Estate”
Sep
18
Location: National University, San Jose

A new Gold Rush has swept into California, sending property values to new heights, surpassing even the dot.com era. San Francisco Bay Area is especially struck by the Rush. Find out what is fueling the Gold Rush and how long it can continue. Learn the challenges facing cities and developers, how they are being met and what lies ahead. Get expert opinions on the how the current Gold Rush is shaping our region.  

  • Discover what is fueling the “Gold Rush”
  • Find out what tech companies are demanding
  • Learn the challenges that cities and developers are facing during this “Gold Rush”
  • Hear how developers are penciling out their projects with the market moving so fast
  • See what others think about where we are in the current economic cycle

Randy Tsuda - Community Development Director, City of Mountain View
Michael Saign
- Sr. Managing Director, Newmark Cornish & Carey
Deke Hunter
- Hunter/Storm, Hunter Properties
Jim Sullivan
- SCS Development, Citation Homes

Moderator
Yvonne J. Broszus, MAI
- Valbridge Property Advisors l Hulberg & Associates

BEST VALUE Rate:  Register by September 9
AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $70

Register after September 9
AI Designated Members, Candidates for Designation & Affiliates - $75
Standard / Non-AI - $85


Course: Basic Appraisal Principles
Sep
22 - 25
Location: CalTrans Building, Oakland

If you are considering a career in professional valuation services, your journey should begin with Basic Appraisal Principles.

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. 

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

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

BEST VALUE Rate:  Register by August 28
AI Designated Members, Candidates for Designation & Affiliates - $545*
Standard / Non-AI - $645

Register by September 11
AI Designated Members, Candidates for Designation & Affiliates - $570*
Standard / Non-AI - $670

Register after September 11
AI Designated Members, Candidates for Designation & Affiliates - $595*
Standard / Non-AI - $695

(*) The AI rate also applies to ASA and ASFMRA members and CalTrans employees.  Contact our Chapter Office for the promo code.


Board of Directors Meeting
Sep
24
Location: Modesto-Manteca Area
Sierra Branch Chapter Workshop & Networking Social - "Liability Issues for Appraisers Performing Litigation and Other Non-Lending Work"
Sep
24
Location: Chez Shari, Manteca

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

BONUS!  Appraisers insured by LIA receive up to $50 off their E&O for attending.

Note:  This offering is not approved for SBE training credit by the State Board of Equalization for property tax appraisers.

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

BEST VALUE Rate:  Register by August 28
AI Designated Members, Candidates for Designation & Affiliates - $40
Standard / Non-AI - $50

Register after August 28
AI Designated Members, Candidates for Designation & Affiliates - $50
Standard / Non-AI - $60

 

ASFMRA California Chapter Fall Meeting
Sep
29 - Oct
2
Location: Hilton Garden Inn, Monterey

The ASFMRA California Chapter's 2015 Fall Meeting will be held at the Hilton Garden Inn in beautiful Monterey! Plan now to attend one or more of the many classes being offered for continuing education.

Tuesday, September 29

  • Leadership in Agriculture (FARMit)
  • Marketing a Business and Selling the Value of Professional Farm Management and Agricultural Consulting (FARMit)


Wednesday, September 30

  • Capital Improvements, Budgeting & International Consulting Workshop (ASFMRA)
  • Technology Applications in Appraisal - Google Earth (New!)


Thursday, October 1

  • Financial Aspects of Agriculture (FARMit)
  • ASFMRA Code of Ethics
  • Board of Directors Meeting
  • Installation & Awards Dinner


Friday, October 2

  • Golf Tournament

This event is being sponsored by the ASFMRA California Chapter.  For questions or additional information contact 209/368-3672 or info@calasfmra.com

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

2015 marks the 65th consecutive year that the Northern California Chapter's award-winning Annual Fall Conference will be held in San Francisco!

Register Now & Save up to $80!

Join over 300 real estate appraisers and allied professionals to hear from industry leaders and those entrenched in the ever-changing real estate markets. 

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

Keynote
Laura Ackley, Author, San Francisco’s Jewel City: The Panama-Pacific International Exposition of 1915
Designing a "Jewel City" from the Ashes of the 1906 Earthquake and Fire

Opening General Session
WATER . . . It's Not Just an Agriculture Issue

  • Thomas M. Berliner, Esq., Duane Morris LLP
  • Tony Correia, ARA, The Correia Company

Breakout Topics include:

  • How to Diversify and Build a "Bubble-Proof" Business
  • Residential Market Update:  The Impact of Millennials on the RE Market
  • Collateral Underwriter
  • Supporting Residential Adjustments
  • Retail Market Update
  • Medical Marijuana and Commercial Real Estate
  • Cool Appraisal Technology:  Tools, Tips & Tricks
  • Changing the Game: Redevelopment of Sports-Related Venues
  • Developing Green and High Performance Real Estate
  • Lessons from California Litigation Involving Appraisers
  • State of the Profession
  • Lessons Learned from Very Complex and Highly Unusual Valuation Experiences

Panelists include:

  • J. Scott Robinson, MAI, SRA, AI-GRS, Appraisal Institute President Elect
  • Roy Meyer, Roy Meyer Consulting
  • Garrick Brown, VP of Research, West Region, DTZ
  • Tim Runde, MAI, LEED AP, Partner, Carneghi and Partners, Inc.
  • Denis A. DeSaix, SRA, Principal, Metrocal Appraisal
  • Ryan Lundquist
  • Peter Christensen, General Counsel, LIA Administrators & Insurance Services
  • Mike Belote, President / Lobbyist, California Advocates, Inc.
  • Floyd Kephart, Developer, Coliseum City, The Renaissance Companies
  • Kofi Bonner, Lennar Urban
  • Richard Samuelian, SRA. AI-GRS, Rabobank
  • Kevin Bates, SHARP Development Company, Inc.
  • Gerard K. Lee, AIA, LEED AP BD+C, Harley Ellis Devereaux
  • Ben Lazzareschi, First Vice President of Retail Services Group, CBRE San Francisco
  • Marv Downey, Market Value Systems
  • Neil Lefmann, MAI, SRA, Valbridge Property Advisors I Hulberg & Associates
  • Neil Shah, Valbridge Property Advisors I Hulberg & Associates
  • Seena Samimi, Associate, Best, Best & Krieger, LLP
  • Michael L. Brunson, SRA, Partner, Brunson-Jiu, LLC
  • Ken deFeo, Director Residential Appraisal Services, Union Bank
  • Bob Marshall, Sr. Review Appraiser, Fremont Bank

BEST VALUE Rate:  Register by September 11 - $285
Early Rate: Register by September 25 - $310
Standard Rate: Register after September25 - $365

Sponsors include
Horn Appraisal Service
Valbridge Property Advisors l Hulberg & Associates
ParcelQuest
Joseph J. Blake & Associates
Yovino-Young, Inc.

Become a Conference Sponsor - LEARN MORE

Course: General Appraiser Report Writing and Case Studies
Oct
26 - 29
Location: Bay East Association of Realtors, Pleasanton

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Instructor(s): Alan Blankenship, PhD

BEST VALUE Rate:  Register by August 31
AI Designated Members, Candidates for Designation & Affiliates - $590
Standard / Non-AI - $690

Register by September 28
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register after September 28
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760


Course: Advanced Income Capitalization
Nov
2 - 6
Location: Lafayette Library & Learning Center, Lafayette

The 35-hour Advanced Income Capitalization course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 30 hours of traditional classroom education and wraps up with a three-hour exam on the fifth morning. Advanced Income Capitalization builds on topics covered in the General Appraiser Income Approach/Part 1 and General Appraiser Income Approach/Part 2 courses. It introduces additional topics that a seasoned general appraiser can expect to meet in everyday practice. The course features a limited review of material covered in the previous income courses to maximize the time available for advanced topics. Advanced topics are divided into six general areas.

Take the FREE required diagnostic quiz now.

FAQs: Learn more about this offering including important dates and deadlines.  Registration closes on October 19.

Instructor(s): Gary DeWeese, MAI

AI Designated Members & Candidates for Designation - $745
Standard / Non-AI - $1,065

Course: Review Theory - General
Nov
9 - 13
Location: University of Phoenix, Fairfield

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.

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

AI Designated Members & Candidates for Designation - $745
Standard / Non-AI - $1,065

 

Joint Golden Gate Branch Chapter and RICS Roundtable: "USPAP v. Alternative Standards in Non-FIRREA Assignments - About Time or Dangerous Trend?"
Nov
9
Location: CBRE Conference Room, 101 California Street, 44th Floor, San Francisco

 

AB 624 is a bill that would allow a California appraiser to use non-USPAP based valuation standards (by replacing USPAP Standards 1 and 2) in non-FIRREA appraisal assignments, subject to approved of the alternative valuation standards by the California Bureau of Real Estate Appraisers. 

A similar bill has been passed in Texas and more are making their way through the legislative process in New York and Tennessee.  The California bill, sponsored by the Appraisal Institute and ASFMRA, seeks to recognize that many types of appraisal assignments are not performed for banks and that complying with USPAP in non-FIRREA assignments may be burdensome or unnecessarily constraining under current and proposed USPAP standards.  Alternative standards include International Valuation Standards (IVS) and “Red Book” practices promulgated by the Royal Institution of Chartered Surveyors.

Strong opinions have been expressed both “for” and “against” the bill.  Join the dialogue to discuss the impacts on our profession.

Please bring your own lunch and join your AI and RICS colleagues from 12-2pm in a roundtable discussion about the status of the bill making its way through the California legislature and the potential impacts on appraisers/surveyors and the profession.  You must be registered to go through the building security. No walk ins.

CBRE Conference Room, 101 California Street, 44th Floor
12 - 2pm

Note:  There is no Appraisal Institute, BREA or SBE CEC available for this offering, 2-hours of (informal) RICS CPD.

Watch for online registration to open soon!

Board of Directors Meeting
Nov
12
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social
Nov
12
Location: Crow Canyon Country Club, Danville
Course: Basic Appraisal Procedures
Nov
16 - 19
Location: CalTrans Building, Oakland

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.

Instructor(s): Gary DeWeese, MAI

BEST VALUE Rate:  Register by September 30
AI Designated Members, Candidates for Designation & Affiliates - $545*
Standard / Non-AI - $645

Register by October 23
AI Designated Members, Candidates for Designation & Affiliates - $570*
Standard / Non-AI - $670

Register after October 23
AI Designated Members, Candidates for Designation & Affiliates - $595*
Standard / Non-AI - $695

(*) The AI rate also applies to ASA and ASFMRA members and CalTrans employees.  Contact our Chapter Office for the promo code.

Monterey Bay Branch Chapter Workshop & Networking Social - "Santa Cruz and Monterey Counties Market Update"
Nov
20
Location: Monterey Peninsula / Moss Landing

Watch for more details coming soon!

Golden Gate Branch Chapter Roundtable: USPAP vs. Alternative Standards for Non-FIRREA Transactions
Nov
 
Location: San Francisco
Seminar: Extreme Appraising
Dec
3
Location: Presservation Park, Oakland

Developer and Instructor: Gary DeWeese, MAI

Through the use of a case study with Excel based solutions, we will start by addressing complex issues, which are often misunderstood even by experienced appraisers, in valuing a property “as is”. The second half of the seminar will build on the case study information presented in morning.  Now, however, a market study further indicates that the market will not recover for a number of years, thus necessitating consideration of external obsolescence in the property’s valuation. Finally, the techniques to value the case study property “when stabilized” will be demonstrated.

Course: Business Practices and Ethics
Dec
9
Location: Clarion Conference Center, Modesto

Instructor(s): Dawn Molitor-Gennrich, SRA

Course: National USPAP 7-Hour Update
Dec
10
Location: Clarion Conference Center, Modesto

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

Instructor(s): Dawn Molitor-Gennrich, SRA

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

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

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

This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level. By being better informed you’ll be able to establish a clear path to maintaining compliance and effectively reconcile conflicting interpretations and requests from clients. A thorough understanding of applicable appraiser regulatory obligations will also increase your efficiency.  Also includes highlights of the NEW Supervisory / Trainee requirements effective 1/1/15 as well as the current BREA requirements for AMCs and what actions by an AMC are prohibited or permitted.

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

BEST VALUE Rate:  Register by September 11
AI Designated Members, Candidates for Designation & Affiliates - $110
Standard / Non-AI - $125

Register by October 9
AI Designated Members, Candidates for Designation & Affiliates - $120
Standard / Non-AI - $135

Register after October 9
AI Designated Members, Candidates for Designation & Affiliates - $130
Standard / Non-AI - $145

Golden Gate Branch Chapter Holiday Social
Dec
 
Location: San Francisco
Board of Directors Meeting
Jan
21
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting & Installation Celebration
Jan
21
Location: Crow Canyon Country Club, Danville
Seminar: FHA Appraising for Valuation Professionals: FHA Single Family Housing Appraisal Requirements
Jan
22
Location: Bay East Association of Realtors, Pleasanton

In September 2015, after decades of relying upon multiple sources of guidance to properly develop and report an FHA appraisal assignment (i.e. the HUD 4150.2 Handbook, the 4150.1 REV-1 Handbook, dozens of Mortgagee Letters, and Frequently Asked Questions–Valuation Protocol), HUD-FHA implemented its authoritative source, the 4000.1 Handbook. With the implementation of the 4000.1, some 450 Handbooks, Mortgagee Letters, and other policy documents were superseded and consolidated into this one Handbook, which FHA has described as ‘the consistent source for their Single Family Housing Policy’. Tracking changes in FHA protocol no longer involves scrutinizing multiple publications with sometimes conflicting requirements.

This seminar will help appraisers develop an understanding of the FHA Handbook 4000.1 and the accompanying Appraisal Report and Data Delivery Guide. These two documents, used extensively in the seminar, 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.

Instructor(s): Dawn Molitor-Gennrich, SRA

Course: Advanced Concepts & Case Studies
Jan
 

The 40-hour Advanced Concepts & Case Studies 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. This course 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.

Take the FREE required diagnostic quiz now.

FAQs: Learn more about this offering including important dates and deadlines.

Course: National USPAP Update (7-Hour)
Jan
 

Will include revisions, additions and deletions of 2016-17 USPAP rules.

Attendees must bring their own copy of the 2016-17 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Course: Residential Market Analysis & Highest and 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.

NEW! Course: Case Studies in Appraising Green Commercial Buildings
Feb
4 - 5
Location: Alameda Co. Electrical JATC - Zero Net Energy Center, San Leandro

As governmental mandates continue to filter down to all local communities, and buyers, sellers, developers and financiers of real estate market assess the importance of energy efficiency and sustainability, it is imperative that appraisers become familiar with the concepts of green building. This course provides practical application of techniques available to commercial appraisers. 

Beginning with a brief review of green principles and concepts, the course focuses on in-depth commercial case studies that explore techniques for valuation. Participants should increase their knowledge of commercial green projects and become familiar with numerous resources to help them document the appraisal process.

NEW! Course: Review Case Studies - General
Feb
8 - 12
Location: Bay East Association of Realtors, Pleasanton

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.

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

Course: Litigation Appraising: Specialized Topics and Applications
Feb
18 - 19
Location: University of Phoenix, Oakland

This two-day course provides an overview of business opportunities in specialized types of litigation other than eminent domain in which the valuation of real estate is frequently an issue. Examples of topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation cases, income and estate tax disputes, and divorces. Through problem-solving activities, participants will apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. Participants will gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

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

Course: General Appraiser Income Approach - Part 1
Feb
 

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.

Course: National USPAP (15-Hour)
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.

Course: National USPAP Update (7-Hour)
Feb
 

 

Will include revisions, additions and deletions of 2016-17 USPAP rules.

Attendees must bring their own copy of the 2016-17 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org


Course: Supervisory Appraiser / Trainee Appraiser
Feb
 

“This course imparts necessary knowledge to both supervisors and trainees, prior to sitting for an experience review. Understanding the expectations and obligations of both parties makes for a smoother and more professional relationship." 

Starting Jan. 1, 2015, all individuals who become supervisory appraisers and trainee appraisers will be required to take a supervisory/trainee course per the 2015 Real Property Appraiser Qualification Criteria. This four-hour course will address the national minimum requirements, responsibilities, and expectations for trainee appraisers and supervisory appraisers that are included in the AQB’s required course outline.

Important FAQs - Read before registering

2016 Annual Spring Conference
Mar
7
Location: Doubletree Hotel, Modesto

Special Guest Speaker:

J. Scott Robinson, MAI, SRA, AI-GRS
2015 Appraisal Institute National President Elect

 

Board of Directors Meeting
Mar
 
Course: General Appraiser Market Analysis & Highest and Best Use
Mar
 

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: National USPAP Update (7-Hour)
Mar
 

Will include revisions, additions and deletions of 2016-17 USPAP rules.

Attendees must bring their own copy of the 2016-17 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Workshop, Chapter Business Meeting & Networking Social
Mar
 
Course: Real Estate Finance, Statistics & Valuation Modeling
Apr
 

Updated to Reflect Today's Economy!

This two-day course provides an introduction to statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. On the first day, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice.

On day two, you will gain an introductory understanding of real estate finance markets, learn about credit conditions and their impact values on appraisal, and calculate and interpret fundamental numbers on loan payments and balances.

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

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 Appraisal Qualification Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers.

NEW! Seminar: Land Valuation
Apr
 
Seminar: Residential Applications Part 2 - Using Microsoft Excel to Analyze and Support Appraisal Assignments Results
Apr
 

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

2016 Spring Litigation Conference
May
 
Board of Directors Meeting
May
 
NEW! Course: Case Studies in Appraising Green Residential Buildings
May
 
Workshop, Chapter Business Meeting & Networking Social
May
 
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jun
 

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

This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level. By being better informed you’ll be able to establish a clear path to maintaining compliance and effectively reconcile conflicting interpretations and requests from clients. A thorough understanding of applicable appraiser regulatory obligations will also increase your efficiency.  Also includes highlights of the NEW Supervisory / Trainee requirements effective 1/1/15 as well as the current BREA requirements for AMCs and what actions by an AMC are prohibited or permitted.

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

The Commercial Appraisal Symposium
Jun
 

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

  • Estate Valuation
  • Investment Analysis

Additional topics to be announced

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

Capstone Program: General Demonstration Report
Jul
11 - 17
Location: San Francisco

The General Demonstration Report—Capstone Program is an option Candidates for Designation may choose to complete their demonstration of knowledge requirement for their MAI designation. Like the traditional requirement, the same skills and knowledge base are required to produce a complete demonstration appraisal report. However, this program was designed to offer an option that accelerates the completion of the report. Instead of selecting and compiling data on a property, participants are provided with a subject property and data to analyze and then write the report in a limited time span of approximately two months. Participants must attend two webinars and a 7-day classroom session where facilitators will be on hand to answer questions and offer guidance. The full report is submitted for grading at noon on the seventh day.

The program is designed to be completed in approximately two months; therefore, participants must realize they will need to commit a considerable amount of that time on analysis and writing tasks PRIOR to the classroom setting. One pre-class writing assignment (fundamental market analysis) is required before the second webinar. It is important that participants understand they will need to spend a minimum of 150-200 hours to successfully complete this program. And during the 7-day classroom session, participants should expect to work on their reports after the 7-hour days spent in the classroom. 10-12 hours a day that week will not be unusual.

This offering is being sponsored by the Appraisal Institute National Office. For questions or additional information contact nationalprograms@appraisalinstitute.org  or (312) 335-4207.

Board of Directors Meeting
Jul
 
Course: Business Practices & Ethics
Jul
 

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.

The course contains relevant and much-needed information for professional appraisers.

Course: General Appraiser Sales Comparison Approach
Jul
 

General Appraiser Sales Comparison Approach is an in-depth look at this valuation analysis method. It begins with detailed discussions of property comparability, techniques used to gather and verify data for a subject property, and use of this data in selecting appropriate comparable properties and neighborhoods for analysis in the approach. The course explores ways to sort and analyze data and effectively apply certain statistical analysis tools. Quantitative and qualitative analysis of comparable sales using units and elements of comparison is approached through extensive practice problems, case studies, and lecture.

Course: Valuation of Conservations Easements
Aug
 

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.

Board of Directors Meeting
Sep
 
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: Residential Report Writing and Case Studies
Sep
 

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.

Workshop, Chapter Business Meeting & Networking Social
Sep
 
2016 Annual Fall Conference: Real Estate & Appraisal Symposium
Oct
 
Board of Directors Meeting
Nov
 
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Nov
 

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.

Workshop, Chapter Business Meeting & Networking Social
Nov
 
NEW! Course: Review Case Studies - Residential
Dec
 

This NEW course is not required for Designated members, however it is an excellent practical course that expands on what was presented in the review theory courses; participants who took one or both review theory courses can benefit from participating in these courses. The review case studies course will explore techniques and methodologies used by professional reviewers, and participants will learn practical application through problem solving case studies. It will review the fundamentals of review, as well as comparative techniques for effectively analyzing appraisal reports. Other topics covered include tests of reasonableness and communication. Participants will learn how to compose a review appraisal that shows effective communication of appraisal review, and will gain a thorough understanding of Standard 3. After completing this course, participants will gain recognition for their skillset, have greater confidence in addressing review assignments and enhance their business opportunities.

The Residential Symposium - 2017
Aug