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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.
October 2021
Silicon Valley Branch Chapter "Direct Caffeination"
Nov
1
Location: Crystal Springs Starbucks, San Mateo

Join us at 9am at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

"Virtual" Seminar: How Tenants Create or Destroy Value - Leasehold Valuation and its Impact on Value
Nov
1
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Developer and Instructor: Gary DeWeese, MAI

If you’re involved in the valuation of commercial real estate, it’s crucial to know how the terms of a lease affect value. This seminar goes beyond methodology to explore how to measure a property rights adjustment, the theory underlying the use of a leasehold yield rate (YLH) to value the leasehold, as well as the application of a property rights adjustment in all three approaches to value.

  • Recognize how the terms of a tenant’s lease impact value—either positively or negatively.
  • Identify situations that require a valuation of a leasehold.
  • Identify methodologies in valuing a leasehold, including examples and exercises.
  • Recognize the impact of a leasehold in the valuation of property using all applicable approaches.
  • Identify challenges facing appraisers performing leasehold valuation assignments.

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 directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.

  • This virtual program is approved for 7-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 

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

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.
Only Scheduled Offering ANYWHERE for the Remainder of 2021
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270
"Virtual" Course: Business Practices and Ethics
Nov
10
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS

Business Practices and Ethics is an important course that provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions contact the Sacramento-Sierra Chapter directly via email or at 916-972-9700.


General Demonstration Report - Capstone Program (2021)
Nov
15 - 21
Location: Facility TBA, Sacramento

The General Demonstration Report-Capstone Program is an option that 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.

Required prerequisites that must be completed before Candidates for Designation working toward a MAI designation can register:

View register link for important registration, material release and pre-webinar dates and deadlines.  This offering is sponsored the Appraisal Institute National Office.  Questions?  Contact 312-335-4207.

"Virtual" Seminar: Extreme Appraising - Valuing CRE in a Down Market
Nov
15
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Instructor and Developer: Gary DeWeese, MAI

"Gary's analysis comes from the real world.  His examples are grounded in reality."                                                                                                                                     - August 2020 Attendee

" . . . depth of analysis is a breath of fresh air to the usual mundane CE choices available."
                                                                                                              - May 2021 Attendee

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 directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.

  • This virtual program is approved for 7-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 

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

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $275