Home > Blog › Category Archives › Conference

Upcoming Residential Symposium

The Northern California Chapter of the Appraisal Institute is holding its Residential Symposium on August 3rd, in Dublin, CA (SF East Bay). This event is an evolution to the Residential Tapas event held in Monterey, CA.

This is an all day event approved for California CE. Topics include:

· How is Collateral Underwriter actually used by lenders to review appraisals? We’ve all been told why CU was introduced and what it is supposed to do for the GSEs. But there has not been much talk about how the lenders actually integrate it into their appraisal quality & review process. We have a panel of Bank and AMC representatives who will discuss how they get their CU reports or findings, what they do with them, what causes a red flag, and how appraisers can proactively address a potential CU concern. This isn’t “theory”; this is how the CU is affecting appraisal QC/Review at the lender-level.

· A panel of AMC representatives will discuss the regulatory and client-driven issues that are affecting appraisers/AMCs/lenders. Panel selection & retention; what exactly does an AMC do (is it the same for all clients?); reconsideration process; new regulations that affect the work flow (and more).

· Appraiser Liability/Litigation & Legal Work for Appraisers. We have two local attorneys who will be speaking; one works for E&O companies defending appraisers and another who is an appraiser and specializes in litigation work as well as defending appraisers against BREA complaints. We will also talk about the opportunities available for residential appraisers in litigation field (how to break-in and how it differs from lending work).

· What’s it Worth? A panel of local appraisers providing examples of how to value some of the more atypical features/amenities within our local markets.

The Symposium is designed to present meaningful discussion of timely residential issues that residential appraisers deal with in their daily practice. Each presentation will be followed by a Q&A session so attendees have the opportunity to fully participate in the information exchange.

A link to the event & registration can be found here (Scroll down to the August 3rd event)

We hope to see you there!

2014 Fall Conference Recap

This year’s Annual Fall Conference was held on September 17th at the San Francisco Marriott. We had a great turnout of over 300 attendees from Northern, Central, and Southern California. Our 2014 Chair Tim Runde, MAI, LEED AP and the rest of the Fall Conference Committee did a wonderful job of putting together a fantastic program with a broad array of topics and presenters. At this year’s conference we aligned the sessions into four educational tracks that reflect the concerns commercial and residential appraisers have in 2014: Business Development, Markets and Methods, Real Estate and the Environment, and Developing Special Expertise. Attendees were able to stay in one track or pick and choose.

Our Keynote Speaker this year was Maria Ayerdi-Kaplan, the Executive Director of the Transbay Joint Powers Authority (TJPA). Ms. Ayerdi-Kaplan gave a very interesting and informative presentation on the Transbay Transit Center Program in San Francisco (Transbay Transformation: Enhancing Real Estate Values Through Transit-Oriented Development) with an appraisal focus with regards to rent premiums in the area, as well as leasing/sale and construction activity.

We were also very fortunate to have special guest J. Scott Robinson, MAI, SRA, AI-GRS, AI-RRS, the 2014 Appraisal Institute National Vice President join us for the day.

Additionally, two of our members were presented with awards at this year’s conference. Dawn Molitor-Gennrich, SRA was awarded the Claudia Carleton Leadership Award. Dawn’s dedication, every year, to the development and instruction of timely appraisal topics and issues truly benefits the greater appraisal community. Congratulations, Dawn! Nicholas Cadigan was presented with the Arlen C. Mills Education Award. Congratulations, Nick! This annual award was established in 2009 to honor Arlen Mills, MAI, SRA, for his many decades of educational service and diverse contributions to the educational betterment of all appraisers.

Following the afternoon sessions, attendees were encouraged to stay and network with their peers at the after-conference social.

Handouts from the breakout sessions are available for download here.

Following are some photos from the conference (click on each photo to enlarge):

Our Fall Conference is the Appraisal Institute’s longest-running and best-attended one-day West Coast real estate appraisal education and networking event. It’s not too early to get ready for 2015…stay tuned for details regarding the 2015 Fall Conference and plan to join us to celebrate our 65th Anniversary Conference!


Fall Conference Interview with Chair Tim Runde, MAI, LEED AP

FC Photo

This conference is in its 64th year. Tell us what’s new this year – what should we expect?

The biggest change for 2014 is that we’ve aligned the sessions into four educational tracks that reflect the concerns commercial and residential appraisers have in 2014: Business Development, Markets and Methods, Real Estate and the Environment, and Developing Special Expertise.  You can stay in one track or pick and choose – it’s up to you.

The Committee has pulled together a really diverse group of speakers including a number of panelists from outside the Bay Area – something you don’t often see in local real estate conferences.

So give us some examples of the speakers and topics we’ll be able to choose from.

  • Steve Herzog, MAI, CF, who literally wrote the book on water issues, is coming in from Portland.
  • Orell Anderson, MAI, from Los Angeles will speak on contamination and damages.
  • Jim Martin, Bureau Chief of the BREA in Sacramento will talk about what to expect on the regulatory front.
  • Roy Meyer is joining us from Orange County to demonstrate how to kick start your appraisal business and grow your “non-lender” residential and commercial business.
  • Garrick Brown of Terranomics will share insights on the ever-changing retail world.
  • Mark Linne, MAI, CAE, ASA, of Colorado, and George Dell, MAI, SRA, ASA, from San Diego are presenting on statistics and data science.
  • Dustin Harris, “The Appraiser Coach” will focus on mobile technology for residential appraisers.
  • We have an entire session focused on assessor and ad valorem assessment issues featuring top appraisers from San Mateo and Santa Clara County Assessor’s Offices.
  • Robert White, CRE, FRICS, Real Capital Analytics of NYC returns as one of most popular presenters
  • Ezra Rapport, executive director of ABAG, will speak on how recent California climate legislation will affect what gets developed where.
  • And we have an entire session focusing on residential and commercial green issues, which is shaping up to be a major competency issue with the pending release of The Appraisal Foundation’s Green Building Competency Guidelines.

Who is the keynote speaker this year?

We’re really excited to have Maria Ayerdi-Kaplan, executive director of the Transbay Joint Powers Authority and SF Business Times “Dealmaker of the Year” present this year’s keynote.   She’s the driving force behind the new Transbay Terminal that is leading the renaissance in San Francisco’s South Financial District.  The land deal Maria negotiated with Boston Properties for Salesforce Tower is the highest price land sale in SF history.  She’s a down-to-earth speaker with a great story to tell.

Who should attend?

Anyone who wants – or needs – to know the latest on real estate values, trends, risks and opportunities.  Whether you’re in commercial or residential, just starting or jump starting your career, we have sessions designed to help you move forward.

What about networking?

As the West Coast’s premiere appraisal conference, there will be plenty of opportunities to check in with your peers from the pre-conference breakfast to the after conference social.  And it doesn’t stop there.  One of the best things about the conference being at the SF Marriott is that you’re literally steps away from almost endless food and entertainment venues in one of the most vibrant urban areas in the country.  Make sure to follow us on TwitterFacebook, and LinkedIn for impromptu post-conference options.

Early registration discounts

Save up to $75!  Watch for registration to open before the end of the month and take advantage of our BEST VALUE tuition fee.  Questions? Contact our chapter office at 925-932-7753, lisa@norcal-ai.org or www.norcal-ai.org.

Photos from Recent Events!

Check out a few photos from some of our recent events…

January 2014 Chapter Meeting

2014 Chapter Leadership

2014 Chapter Leadership

Immediate Past President Brad MacLane, MAI (left) and 2014 Chapter President Kelly Stevens, SRA (right)

Immediate Past President Brad MacLane, MAI (left) and 2014 Chapter President Kelly Stevens, SRA (right)

Newly designated members Robin Schwedhelm, MAI (left); Jeremy Bargy, MAI (center); and Gregory Addington, MAI (right)

Newly designated members Robin Schwedhelm, MAI (left); Jeremy Bargy, MAI (center); and Gregory Addington, MAI (right)

Silicon Valley Branch February “Simply Social”

Ryan Olfert (left), Jacob Antillon (center), and Chapter Secretary, Gene Williams, MAI (right)

Ryan Olfert (left), Jacob Antillon (center), and Chapter Secretary, Gene Williams, MAI (right)

SVBC Chair, Neil Lefmann, MAI, SRA (left), congratulating  newly designated member Howard Shim, MAI (right)

SVBC Chair, Neil Lefmann, MAI, SRA (left), congratulating newly designated member Howard Shim, MAI (right)

Candidates' Guidance Chair, Melissa Bach, MAI (left) and Leanne Augusto (right)

Candidates’ Guidance Chair, Melissa Bach, MAI (left) and Leanne Augusto (right)

Matt Boxberger (left) enjoying a laugh with Neil Lefmann, MAI, SRA (right)

Matt Boxberger (left) enjoying a laugh with Neil Lefmann, MAI, SRA (right)














Spring Conference

Andrew Turner (left) and Norm Hulberg, MAI (right), provide a presentation on Eminent Domain at the 2014 Spring Conference

Andrew Turner (left) and Norm Hulberg, MAI (right), provide a presentation on Eminent Domain at the 2014 Spring Conference

Tim Runde, MAI, LEED, AP, presents on Green Building in California

Tim Runde, MAI, LEED, AP, presents on Green Building in California

Glenn M. Race, CRB, CRS, GRI, from Prudential California Realty shared residential market trends

Glenn M. Race, CRB, CRS, GRI, from Prudential California Realty shared residential market trends

2014 Annual Spring Litigation Conference

Please join us for our 2014 Annual Spring Litigation Conference, presented by the Northern California Chapter of the Appraisal Institute. The May 15, 2014 conference will once again be held at Filoli, a historic site of the National Trust for Historic Preservation and one of the finest remaining country estates of the early 20th century, located in Woodside, CA. 2014 marks the 7th consecutive presentation of this annual award winning conference.

We will start the morning with: Decisions, Decisions: City of Perris v. Stamper. The dividing line between the Judge and Jury roles in Eminent Domain cases is constantly shifting. Eminent Domain is a unique area of law in which the Judge decides many issues of fact. Find out why the decision in this published case gives the Jury (not the Judge) the responsibility of determining issues of contested facts, and how an appraiser’s analysis can be the deciding factor in the “Judge vs. Jury” issue.

Then we move on to: Risky Business – What Appraisers Don’t Know About IRS work CAN Hurt. We will explore IRS Donation Appraisal Requirements, and the personal liabilities incurred by appraisers performing these appraisals.

Then after strolling through the Fioli gardens (optional self-guided tour) our lunch will be served on the Tennis Court Terrace, overlooking the gardens.

The afternoon starts with our Keynote Speaker: Judge W. Scott Snowden sharing his presentation on: Effective Expert Witness Testimony.

The afternoon continues with: CCC: The Collision of Condemnation & Contamination. We will explore the intriguing interaction of Condemnation Law and Practice with Contamination Law and Practice. As one might expect, property owners and condemning agencies have differing opinions in this area where the law is ambiguous at best, and some say even contradictory. Hear from leading experts on both sides of this controversial topic.

The education portion wraps up with: Legal Bits – A quick trip through what is new in California Real Estate Law, which is of interest to both appraisers and attorneys.

Then join us for social networking following this day of education, intrigue and controversy; there will be much to discuss.

2014 Annual Spring Conference Career & Exhibitor Fair Coming Soon!

Plan now to attend the 2014 Annual Spring Conference Career & Exhibitor Fair presented by the Northern California Chapter of the Appraisal Institute. The 2014 conference will be held on March 10th at the DoubleTree Hotel in Modesto.

The program will kick off the day with our annual State of the Profession session. This session highlights the issues that affect practicing appraisers on both a national and state level. The day will continue with multiple breakout sessions that include information on residential, commercial, and agricultural trends and issues facing the industry.

According to Conference Chair, Tiffany Mach, MAI, “This conference has become a great resource to provide attendees with cutting edge topics where they can gain a wealth of information within a single day, as well as interact with their peers. We are excited to once again have this conference in Modesto, a centrally located city for Bay Area and Central Valley attendees.”

Complete details and registration information will be available soon at www.norcal-ai.org or from the Northern California Chapter office at (925) 932-7753.

Fall Conference Interview with Chair Nancy Bigham

1. What are you hoping the attendees will take away from the conference?

I’m hoping they’ll come away with something new, something they didn’t know before, or even something old presented in a new way that will help them in their work and business.

We are also hosting a panel from the Appraisal Institute National – including National President Rick Borges, CEO Fred Grubbe, Strategic Planning Chair Jim Amorin, and Government Relations Director Bill Garber – it will be a great opportunity for AI members to address any questions or concerns they have about the directions and policies of national AI.

2. How many vendors will be attending and what will they be offering?

We have at least four onsite vendors lined up and hope to add a few more. They’ll be offering E&O Insurance, data sources, web-based software and more.

3. There is a broad array of speakers and topics available this year, but, who is the Keynote Speaker and what will she discuss?

Catherine Austin Fitts is the keynote speaker; her presentation is titled “What’s Next? Primary Trends in the Global Financial Market and the Impact on Bay Area Real Estate.”

Ms. Austin Fitts is an Investment Advisor, Entrepreneur, Investment Banker and former Assistant Secretary of Housing – Federal Housing Commissioner, under President G. HW Bush.

Ms. Austin Fitts is the also the publisher of the Solari Report, a unique perspective on how to navigate the opportunities and risks in the global financial system and political economy. She’ll be discussing trends in the global markets and their affect on the Bay Area – how our area is connected to and affected by the global economy.

4. Who should be attending this Conference?

All appraisers, assessors, and our clients that want to benefit from the panels and offering we have this year, and who also want to reconnect with friends and/or network.

An example of a session that benefits both appraisers and assessors is “Fee (Not So) Simple” which was put together to address the issue of the value of assessed properties and tax appeal cases. Mr. Prescott, the moderator, serves on the Santa Clara County Tax Appeal Board. In many cases it appears that the leased fee rather than the fee simple value is being assessed. The panel will address this issue.

We’ve worked hard to put together a program with sessions that should appeal to residential and commercial appraisers. And you get continental breakfast, lunch, refreshments throughout the day, admission to post-conference reception plus 6-hours of CE credit!

5. Networking can be an important part of attending any conference, will there be any “after conference” suggestions regarding nearby establishments?

No need to rush out into traffic! There will be a post-conference networking reception at the hotel from 5:00pm to 6:30pm, plan to stay for that! The Marriott is in downtown SF, there any many good restaurants and things to do in the evening.

Register here by October 1st for the Best Value Rate

Review of the 2013 Fresno Agricultural Valuation Symposium

I recently attended the 2013 Fresno Agricultural Valuation Symposium which was held at the University of Fresno on January 23.  This event was the brainchild of Brad MacLane MAI, our current Chapter President and John Maus, ARA of the American Society of Farm Managers and Rural Appraisers (ASFMRA).  Both worked hard to create this Symposium at no cost to the attendees.  The University of Fresno was gracious enough to host the event to an overflow crowd.

The Symposium presented an overview of the agricultural Real Estate market in the southern portion of the Central Valley.  The information was very detailed and well received based on comments I heard during the breaks.  Attendees included lenders, realtors, investors, and other appraisers.  Speakers were a former member of the  World Bank, attorneys, water specialists, Farm Credit lenders, and Realtors. Stanley Xavier, Jr., or Correia-Xavier, Inc. gave a detailed report and analysis of current agricultural values and trends.

The general census from the panelists was that agricultural values were on a significant upward trend.  This is due to the high cost of commodities and the lack of large parcels of production land.  The one sour note was that dairies and dairy-related land values were severely depressed.

Read more about the event in these articles by the Fresno Bee and the Business Journal.  And to top it off, four hours of OREA continuing education credit was received at no cost!

Rich Paddock

Certified Residential Appraiser, Senior Partner, Paddock Appraisal Service, Inc.


The 63rd Annual Fall Conference

The 63rd Annual Fall Conference, held this year on November 1 at the San Francisco Marriott Marquis, was another blazing success!

This conference is the crown jewel of a jam-packed schedule of educational and networking opportunities offered by the Northern California Chapter of the Appraisal Institute. This year was no disappointment, as over 335 attendees enjoyed the informative speakers, visiting with exhibitors, and networking with each other.

2012 Fall Conference Chair John A. Hillas, SRA of Hulberg & Associates, thanks the 2012 Fall Conference Committee, the Nor-Cal Chapter Executive Director Lisa Estes and Chapter administrative assistant Pat Moore for their hard work over a ten month period leading up to the conference. The chapter would also like to thank our sponsors and exhibitors who helped make the day a success, including FREA/NDCdata, LIA Administrators & Insurance Services, Appraisers Paradise, Joseph J. Blake and Associates, Chase Bank, Enright & Company, FNC, Inc., Bradford Technologies, Hulberg & Associates, ParcelQuest, and the Appraisal Institute itself.

Attendees enjoyed hearing from Mr. Gary Zimmerman, Senior Economist with the Federal Reserve Bank, San Francisco. The day continued with sixteen various breakout sessions on topics from New Building Technology, Changes in Estate Tax and Gifting, and specialized valuation issues in the Health Care Industry. Additional topics such as Valuation of Non-Stabilized Property, an Overview on Business Valuation, and Water Rights and Valuation of Agriculture Property all received excellent feedback from attendees.

Yvonne Broszus, MAI of Hulberg & Associates may have said it best, when she said this was one of the best Fall Conferences she remembers, due in part to the wide variety of topics, and the extraordinary speakers from all across the country.

The Annual Fall Conference in San Francisco is truly the premier one-day Real Estate Symposium in the country.