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Education / Events

The Northern California Chapter is open for business! Our Chapter is comprised of appraisal professionals you know and trust. Education is the core service we provide, and we're in the process of adapting our education to virtual programs to meet Stay in Place (SIP) requirements.

We look forward to and will continue to provide the “live” high-quality education that the appraisal community has depended upon for nearly 100 years once these regulations are lifted and it is safe for everyone to gather in person again.

  • 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.
August 2020
ASFMRA hosts CARES Act, PPP Loan Forgiveness Webinar
Aug
13
Location: It's a Virtual Offering

This hour-long virtual (ZOOM) presentation hosted by ASFMRA will focus on:

  • The "ins and outs" of PPP loan forgiveness
  • The CARES Act major income tax changes
  • Other major tax changes during 2020 related to COVID-19 stimulus
  • What's next and what to watch out for?

Register today and watch the presentation live or on your own time with a recording sent to you after the conclusion of the event.

Speaker: Paul Neiffer, CPA
Neiffer is an Agribusiness Certified Public Accountant and business advisor specializing in income taxation, accounting services, and FSA planning related to farmers and processors. He is a nationally recognized speaker on many subjects related to farmers and processors including (1) tax planning, (2) estate tax and succession planning, (3) farm management accounting, (4) farm bill, (5) farm economics and many other related topics.

Click the register online link above for specific details on costs, times, required equipment, etc.

There is no CEC availlable for this offering.  Questions should be directed to the presentation sponsor ASFMRA at 303-692-1222 or E-mail: dilk@asfmra.org

"Virtual" Seminar: Extreme Appraising - Valuing CRE in a Down Market - SOLD OUT
Aug
14
Location: It's Virtual, Learn Where it is Most Convenient for You

This offering is now SOLD OUT. 
A second offering is being scheduled for September 14.  Watch for registration to open shortly for the September offering.

Instructor and Developer: Gary DeWeese, MAI

Given the possibility of declines in the value of CRE as a result of COVID-19, this 7-hour seminar will address critical issues, often misunderstood even by experienced commercial appraisers, in valuing property in a declining market.  It is based on a hypothetical case study property, a multi-tenant office building. The primary focus of the case study is to value the property “as is” and “when stabilized”, using all three valuation approaches.

  • Overview of the Case Study
  • Purpose and Summary of the Market Analysis
  • Addressing Above-Market Lease with a Property Rights Adjustment
  • Valuing the Property "As Is" Taking Into Account the Rent Up Adjustment and External Obsolescence
  • Measuring Effective Rent for a Lease with Concessions
  • Valuing the Property “When Stabilized” Taking into Account “External Obsolescence”
  • Reconciliation and Wrap-up

A Special Note About Registering:

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 

  • Those seeking credit from states outside of California are strongly encouraged to check with their state licensing board(s) to confirm that the specific state(s) will accept virtual / online education from an out-of-state provider.

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions. 

  • This virtual program has been approved for 7-hours of CEC by the CA BREA and the State Board of Equalization (SBE).

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.

  • ZOOM Link:  The ZOOM link is being sent out within 24 hours of the offering only to those pre-registered who have submitted their Photo IDs/DLs to lisa@norcal-ai.org.  Subject line of your email should read "DL [insert your LAST NAME] - Extreme Aug 2020".
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations. This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.


"Virtual" Workshop: North Bay Branch Chapter hosts Understanding Legal Parcels and Descriptions - What Makes it Legal?
Aug
20
Location: It's Virtual, Learn Where it is Most Convenient for You

"I learned things I didn't even know I didn't know, such as the potentially significant differences between a legal parcel and an assessor-designated parcel."

Workshop Presenter: Neil A. Lefmann, MAI, SRA - Sr. Appraiser, Valbridge Property Advisors

California not only maintains the most complex and far-reaching land regulations in the nation: it is also the only one of 50 states that has state-mandated land use regulations and procedures, which are in addition to local county, city and other regulatory ordinances.

There is widespread confusion regarding what constitutes a legal parcel. While California’s Subdivision Map Act provides a legal framework, it’s not so simple to navigate the SMA’s complexities.  This presentation will inform attendees’ understanding of significant considerations pertaining to legal parcels, which are a critically important element in real property appraisals and Market Value.  

In this 3-hour virtual workshop, as an appraiser, Lefmann who brings more than 4 decades of experience in land valuation will offer an engaging review of all you need to know about legal parcels, legal subdivisions, legal descriptions, and related issues.

  • History of Land Ownership in the U.S. and California
  • What is PLSS?  Lot & Block? Metes and Bounds?
  • Tract Map vs. Parcel Map vs. Record of Survey
  • The difference between and Assessor's Parcels and Legal Parcels
  • Significant elements of California's Subdivision Map Act
  • About legal non-conforming parcels and merger provisions
  • Units of lengths (rods, chains, links, varas)
  • How to read legal descriptions
  • How curves are legally described
  • How to draw a legal description
  • Useful computer programs

A Special Note About Registering: 

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019? Follow these simple steps (click link) before registering.  [As of today, registration is not yet open.]

  • Those seeking credit from states outside of California are strongly encouraged to check with their state licensing board(s) to confirm that the specific state(s) will accept virtual / online education from an out-of-state provider.

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions.  This program is approved by the California BREA and SBE.
  • Zoom Link:   Zoom link will be sent wihtin 24 hours of the offering to those who have submitted Photo IDs/DLs to lisa@norcal-ai.org.  Subject line in your email should read "DL [insert your LAST NAME ] - Legal Parcels - August 2020".

Appraisal Institute Designated Members, Candidates and Affiliates - $50
Standard / Non-Appraisal Institute - $65

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations. This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.

 

"Virtual" Seminar: Complex Litigation: Appraisal Case Studies
Aug
24
Location: It's Virtual, Learn Where it is Most Convenient for You

Instructor: Steve Roach, MAI, AI-GRS, SRA

Based on the Appraisal Institute textbook Applications in Litigation Valuation: A Pragmatist’s Guide, this seminar discusses in detail three of the book’s case studies that provide an overview of litigation strategies for appraisers who are new to litigation work, as well as a reinforcement of litigation skills for more experienced appraisers. Case study topics include title issues, continuing nuisance, and condemnation.

  • Identify important issues specific to litigation valuation assignments.
  • Evaluate competency as it relates to litigation assignments.
  • Develop an appropriate scope of work for complex litigation appraisal problems.
  • Identify appropriate valuation techniques for litigation assignments.
  • Develop an engagement letter for phased litigation assignments.
  • Identify best practices for preparation of demonstrative evidence.
  • Identify best practices for preparation for direct testimony.
Note. Applications in Litigation Valuation: A Pragmatist’s Guide is required for this seminar. If you do not have the textbook, please order in the Online Store.

A Special Note About Registering:

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 

  • Those seeking credit from states outside of California are strongly encouraged to check with their state licensing board(s) to confirm that the specific state(s) will accept virtual / online education from an out-of-state provider.

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

  • This program is apprvoed by the California BREA for 7-hours of CEC.

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.
BEST VALUE RATE: Register by August 14 - Save up to $55
Appraisal Institute Designated Members, Candidates and Affiliates - $215
Standard / Non-AI Professionals - $245

Register after August 14
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270


Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.

 

Women's Initiative Committee - Interactive Chat
Sep
1
Location: It's Virtual, Participate from Where it is Most Convenient for You

WIC was launched during the Appraisal Institute's National Convention in Denver in July 2019.  The committee aims to support female appraisers through professional development training, networking opportunities, mentorships, career outreach and other professional growth opportunities. 

Locally, the Northern California Chapter looks forward to hosting quarterly WIC conference calls.  The format is designed to be casual, inviting and engaging.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble. 

RSVP or Questions? Contact Nancy Phillips, SRA
RSVP Required by 8/27:  Only those pre-registered will be sent details to connect to the call.