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

Based on the Appraisal Institute’s new textbook Applications in Litigation Valuation: A Pragmatist’s Guide, this one-day seminar discusses in detail three of the book’s case studies that provide an overview of litigation strategies to appraisers who are new to litigation work, as well as a reinforcement of litigation skills to more experienced appraisers. Case study topics include the following: title issues, continuing nuisance, and condemnation. If you have not attended the courses in the Litigation Professional Development Program, this seminar is an excellent starting point. If you have attended those courses, this seminar should reinforce many of the concepts you previously have learned.
Applications in Litigation Valuation: A Pragmatist’s Guide is required for this seminar. If you do not have the textbook, please choose the “Register + Book” option when registering for this seminar.  This offering is being sponsored by the Sacramento-Sierra Chapter of the Appraisal Institute.  For questions or more information contact jenny@sac-ai.org or 916/972-9700.
Future Financing of Real Estate Development in Cities
May
5
Location: Arup, San Francisco

Join Northern California RICS for the premier launching of the RICS research on The Future Financing of Cities. Using the Bay Area as a case-study, this report draws on an improved understanding of how cities can be better financed to meet challenges over the short and long-term economic, social, and environmental factors. Daniel Cook, global RICS Director of Strategy and Planning, will be sharing an overview of the RICS Futures projects and will be moderating the discussion. The panel includes Bay Area based speakers who took part in the research:

Panelists:

  • Cynthia Kroll, Chief Economist, Association of Bay Area Governments
  • Linda Mandolini, President, Eden Housing, Inc.
  • Sean Randolph, President and CEO, Bay Area Counil Economic Institute

This offering is being sponsored by Northern California RICS.  For questions or more information contact erubio@rics.org or call 646/771-5726.  

Appraising Conservation Easement Donations
May
7
Location: Copia Theater, Napa

Topics include:

  • Appraisal requirements for donated conservation easements
  • Recent Tax and Circuit Court developments for conservation easement appraisals
  • Current IRS requirements for donated conservation easement appraisals

Speakers’ Panel:

  • Judge James Halpern, U.S. Tax Court
  • Karin Gross, Supervisory Attorney, IRS Office of the Chief Counsel
  • Tony Correia, ARA, The Correia Company
  • Nancy McLaughlin, Moderator, University of Utah, S J Quinney School of Law Professor

This offering is being sponsored by the Land Trust of Napa County.  For additional information or questions contact www.napalandtrust.org or call 707/252-3270.

Golden Gate Branch Chapter Networking Social
May
7
Location: Eddie Rickenbacker's, San Francisco

 

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

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

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

Board of Directors Meeting
May
14
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social - "Estate, Trust and Tax Planning: Life Decisions & Business Opportunities
May
14
Location: Crow Canyon Country Club, Danville

 "Estate, Trust and Tax Planning: Life Decisions & Business Opportunities"

The aging of appraisers is well known to those of us in the industry.  But we are not the only industry affected by powerful demographic shifts.  Baby boomers continue to affect many industries and none more significantly than the financial services and legal professions serving estate, trust and tax planning needs.

Whether you are looking to grow your estate and tax appraisal business or you want to learn more about Family Limited Partnerships and Buy-Sell Agreements, when real estate is a primary asset, you should attend this workshop.  We have assembled a panel of attorneys, accountants and financial planners who will review common strategies in the market that require independent third party appraisals, often on an annual basis.

Panelists include:

  • Jenifer K. Leece, Partner, Buchman Provine Brothers Smith
  • Antonio Dominguez, Financial Planner, Sagemark Consulting/Lincoln Financial Advisors
  • Timothy Tikalsky, CPA, CSPM, Tax Stockholder, RINA Accountancy Corporation

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

 

BEST VALUE RATE: Register by May 8
AI Designated Members, Candidates for Designation & Affiliates - $50
Standard / Non-AI - $60

Register by May 8
AI Designated Members, Candidates for Designation & Affiliates - $60
Standard / Non-AI - $70


Leadership Development & Advisory Council
May
20 - 22

The Leadership Development & Advisory Council strives to foster creative thought from talented individuals involved in the real estate appraisal profession while developing the future leaders of the Appraisal Institute. LDAC also establishes an “appraiser-presence” in Congress and demonstrates that the Appraisal Institute is made up of professionals who recognize the importance of being actively involved in the political process.

2015 Spring Litigation Conference
May
21
Location: Filoli Gardens, Woodside

Act Now - Seating is extremely limited.  Less than 5 spots still available.

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

Breakout Sessions Include

  • Legal Bites: Legislative & Court Decisions Affecting Appraisers, Attorneys and Expert Witnesses
  • Appraisal for Federal Income and Estate Tax Engagements: Tips on Working with the Internal Revenue Service
  • Appraiser Reliance on Mega Economic Data in RE Damages Cases & Admissibility
  • Surveying the Landscape: How to Conduct an Admissible Survey

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

 Additional attorney from Wendell Rosen Black & Dean LLP - TBA

Register by May 1
AI Designated Members, Candidates for Designation & Affiliates - $260
Standard / Non-AI - $310

Register after May 1
AI Designated Members, Candidates for Designation & Affiliates - $285
Standard / Non-AI - $335

Sponsors include:

 Become a Conference Sponsor




Golden Gate Branch Chapter Tour: Transbay Terminal Construction Project
May
27
Location: San Francisco
Course: National USPAP 7-Hour Update
Jun
5
Location: Federal Building (Civic Center Area), San Francisco

Instructor(s): Arlen Mills, MAI, SRA

BEST VALUE RATE: Register by May 8
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $235

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

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

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

 

Sierra Branch Chapter "Simply Social"
Jun
9
Location: Uno Chicago Grill, Modesto

Another opportunity for appraisers and allied professionals to network in the Central Valley.   Plan now to join us to visit, eat & drink from 5:00 - 7:00pm.  Come one, Come all! 

Uno Chicago Grill is located at 3520 Dale Road, Modesto

Enjoy complimentary appetizers sponsored by Paddock Appraisal Service.  Beverages are "no host". 

Advanced RSVP required:  Contact Jeanine@paddockappraisal.net

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

Joint East Bay and Silicon Valley Branch Chapter Workshop & Networking Social
Jun
11
Location: DeVry University, Fremont

"Technology Tools for Appraisers"

Plan now to join us and learn valuable information that you can immediately put to use, earn CEC by attending our 3-hour workshop then stay to "mix and mingle" with your peers.

New trends in technology are emerging rapidly.  Hardware, software, mobile technology, and devices available to appraisers are quickly changing how we conduct our work.  Becoming more efficient and productive is essential to running a successful business.  Learn about the latest technology tools and how to use them in inspections, research, analyses, report preparation and office management.

Panelists include
Marv Downey
Founder of Market Value Systems, a computer and network consulting firm specializing in the needs of appraisal offices and other professional services firms

Neil Shah
Appraisal Analyst, Valbridge Property Advisors | Hulberg & Associates, Inc.

John Fitzgerald
Certified Residential Real Estate Appraiser, JLF Appraisals

Watch for registration to open soon!

Course: General Appraiser Site Valuation and Cost Approach
Jun
16 - 19
Location: University of Phoenix - NEW! Franklin Street Campus, Oakland

General Appraiser Site Valuation and Cost Approach is a practical, hands-on course that concerns two basic aspects of real estate appraisal: land/site valuation and the development of the cost approach. Extensive use of problems and case studies will give you practice in applying site valuation and cost approach methods. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as general appraiser site valuation and cost approach.

Instructor(s): Arlen Mills, MAI, SRA

BEST VALUE RATE: Register by May 15
AI Designated Members, Candidates for Designation & Affiliates - $590
Standard / Non-AI - $690

Register by May 29
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register after May 29
AI Designated Members, Candidates for Designation & Affiliates - $660
Standard / Non-AI - $760

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


This two-day Professional Development course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

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

Learn more about the Appraisal Institute's Litigation Professional Development Program and the requirements to be listed on the Litigation Registry.

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

BEST VALUE RATE: Register by May 4

AI Designated Members, Candidates for Designation & Affiliates - $395
Standard / Non-AI - $495

Register by May 26
AI Designated Members, Candidates for Designation & Affiliates - $420
Standard / Non-AI - $520

Register after May 26
AI Designated Members, Candidates for Designation & Affiliates - $445
Standard / Non-AI - $545


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

Our most popular one-day seminar returns to the Napa Valley this summer!

Vineyard Valuation will address the current market trends of California vineyards based on individual regions. Subject matter experts will discuss the market forces affecting supply and demand for vineyards. In addition, the valuation process of valuing agricultural vineyards will be detailed by an appraiser roundtable. Farming techniques, diseases, climate and the current drought/water supply will be integral components for discussion. Cost benchmarking for vineyard operations, vineyard development with current regulations, financing for vineyard properties and analysis of the vineyard crop after it is harvested will also be presented.

Panelists include

  • Tony Correia, ARA - The Correia Company
  • Dave Holt - Agri-Comm Appraisal
  • Hal Forcey - American AgCredit
  • Rob McMillan - EVP & Founder, SVB Wine Division, Silicon Valley Bank
  • Scott Greenwood-Meinert - Landuse Attorney / Water Law, Dickenson Peatman & Fogarty
  • John Tuteur - Napa County Assessor, Recorder, Clerk
  • Daniel R. Brauning, SRA - Brauning Appraisals (moderator)

 

Golden Gate Branch Chapter Workshop & Networking Social
Jun
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part A
Jul
9 - 10

Instructor(s): Gary DeWeese, MAI

Seminar: Residential Applications - Using Technology to Measure and Support Assignment Results
Jul
17
Location: JFK University, Pleasant Hill

 

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!

"I created this pivot table in less than 10 minutes to prove a swimming pool adjustment. Supporting my adjustments is much easier now that I attended the Residential Applications seminar and learned to use Excel with data downloaded from the MLS."
- Sandy Adomatis, SRA

"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

This seminar provides easy-to-use, highly efficient tools to supplement and enhance the traditional methods of adjustment and support through the use of technology. You will gain practical, hands-on, step-by-step training on how to use charts, graphs, spreadsheets, and pivot tables to support residential assignment results for market conditions; days on market; sales-to-list price ratio; adjustments for location, design, quality of construction, and other property amenities; market extraction for cost and depreciation estimates; and market extraction for market rent and gross rent multipliers.

Instructor(s): Dean Zantrow, SRA

Golden Gate Branch Chapter Roundtable
Jul
 
Location: San Francisco
NEW Course: Review Case Studies - Residential
Jul
 

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

The Residential Real Estate Appraisal Symposium
Aug
3
Location: Holiday Inn, Dublin

A one-day symposium on a variety of topics of interest to residential real estate appraisers and underwriters.  This symposium should be on your "must attend" list for 2015!

  • The Elephant's in the Room - Collateral Underwriter (CU) & FHA Updates 
  • Ask the AMCs
  • What's it Worth?  Techniques on How to Value Amenities & Conditions that Residential Appraisers Face
  • Appraiser Liability and Non-Lender Work

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

Become a Symposium Sponsor

Golden Gate Branch Chapter Tour
Aug
 
Location: San Francisco
Course: General Appraiser Report Writing and Case Studies
Sep
 

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.

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!

Save the date now to join over 300 real estate appraisers and allied professionals to hear from industry leaders and those entrenched in the ever-changing real estate markets.  Our newly updated format for 2015 features a State of the Profession address plus 12 breakout sessions to select from. 

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

Topics include:

  • Marketing, Scaling and Non-Lender Work
  • Residential Market Update:  The Impact of Millennials on the RE Market
  • Collateral Underwriter
  • Supporting Residential Adjustments
  • Valuation for Financial Reporting
  • Retail Market Update
  • Cannabis and Real Estate Value
  • Construction Costs and Cost Segregation
  • Sports Venues:  Reality and Challenges
  • Water:  It's Not Just an Agricultural Issue
  • Green Issues
  • Liability Issues for Real Estate Appraisers

Panelists include:

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

 

Sponorship opportunities are available - learn more.

Board of Directors Meeting
Nov
12
Location: Crow Canyon Country Club, Danville
Workshop, Chapter Business Meeting and Networking Social
Nov
12
Location: Crow Canyon Country Club, Danville
Course: Advanced Income Capitalization
Nov
 

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.

Golden Gate Branch Chapter Roundtable
Nov
 
Location: San Francisco
NEW Course: Two-Day Advanced Income Capitalization - Part B
Nov
 
The Commercial Real Estate Appraisal Symposium
Dec
3
Location: Preservation Park, Oakland

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

  • Estate Valuation
  • Investment Analysis

Additional topics to be announced

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

Course: National USPAP 7-Hour Update
Dec
9
Course: Business Practices and Ethics
Dec
10
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
11
Golden Gate Branch Chapter Holiday Social
Dec
 
Location: San Francisco
Seminar: Extreme Appraising
Dec
 
2016 Annual Spring Conference
Mar
7
Location: Doubletree Hotel, Modesto