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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
September 2020
Residential Appraiser Project Team - Interactive Chat
Location: It's Virtual, Participate from Where it is Most Convenient for You

RAPT is the Appraisal Institute's Residential Appraiser Project Team. 

It's goal is to attract residential appraisers, promoting, and retaining SRAs is our goal.  Ideas include

  • Creating roundtables that would assist with and serve in an advisory role in re-writing / updating residential forms
  • Expanding the presence of residential appraisers in leadership roles

Locally, the Northern California Chapter looks forward to hosting quarterly RAPT conference calls.  We will be discussing topics of importance to residential appraisers and encourage all residential appraisers to participate.

These chats are open to everyone and the format is designed to be casual, inviting and engaging, though registration is required.

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 by 9/18.  Only those pre-registered will be sent details to connect to the chat.

2020 Annual Fall Conference: Real Estate and Appraisal Symposium
Location: We Are Going Virtual! Learn Where it is Convenient for You!

Save up to $40 - Register by 9/25 to take advantage of our EARLY RATE!

2020 marks the 70th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference.

Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

In light of the COVID-19 pandemic, we will be retooling this year's conference - we are going virtual! 

Keynote: Dr. Mark Zandi, Chief Economist, Moody's Analytics

Seeking Economic Clarity: A Chief Economist's Vision

Breakout topics to include

  • Appraising in Uncertain Times: Best Practices to Manage Risk and Liability
  • Bay Area Commercial Market Update and Outlook (R+D, Office, Industrial, Retail)
  • Residential Hot Topics
  • Hospitality, Convention, Sports & Entertainment: Impact of COVID-19 on Assets with Perishable Inventory
  • Multi-Family Market Update
  • Construction Costs
  • Appraising After a Major Market Disruption: Guidance for the Residential Appraiser
  • Residential Highest and Best Use

Peter Christensen, Attorney, Christensen Law Firm
Colin Yasukochi, Executive Director, Tech Insights Center, CBRE
Greg Matter, Managing Director, Northern California Industrial Co-Head, JLL
Thomas Hazinski, Managing Director, HVS Convention, Sports and Entertainment
Rebecca Frederick, Appraiser, Valbridge Property Advisors
Dr. Randy Bell, Real Estate Damage Economics, LLC.
Neil Smith, SRA, Neil Smith Appraisal Services
Rob Caringella, MAI, Jones, Roach & Caringella, Inc.
Don Welsh, President and CEO, Destinations International
Steve Roach, MAI, SRA, AI-GRS Jones, Roach & Caringella, Inc.
Clint Delmar, Senior Credit Risk Specialist, Federal Reserve Bank of San Francisco
Judy Plock, Senior Risk Specialist, Federal Reserve Bank of San Francisco
Ross Thompson, Corporate Controller, Chase Center and Golden State Warriors
John Brenan, Chief Appraiser, Clear Capital
Debra Carlton, Executive Vice President - State Public Affairs, California Apartment Association
Joshua Howard, Executive Vice President, Local Public Affairs, California Apartment Association
Dean Lewis, Project Manager, Swinerton
Ryan Lorenzini, MAI, Director, The Claremont Companies, LLC
Chris Riley, Sr. Reviewer, Mechanics Bank

Additional presenters to be announced

A Special Note About 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.

  • This program is approved for California BREA, State Board of Equalization and the Appraisal Institute CEC. IRWA, ASA and ASFMRA typically offer reciprocal credit for AI approved offerings; check with your organization specifically for confirmation of reciprocal credit especially since this is a virtual classroom presentation.

  • 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.   

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.  All registrants must submit their Photo ID/Driver's License upon registering in order to receive the ZOOM log-in.
Still Time to Save!
Early Rate:  Register between September 5 and September 25 - $225

Standard Rate:  Register after September 25 - $265

Sponsors include
- Moody's Analytics
- Valbridge Property Advisors l Northern California
- Laval and Associates
- Garland and Salmon
- MacLane and Company, Inc.
- LIA Administrators & Insurance Services
- Appraisal Today

Learn About the Benefits of Being a 70th Anniversary Conference Sponsor
Includes Complimentary Attendance at Select Levels

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.
Course: Advanced Residential Applications and Case Studies/Part 1
14 - 15
Location: San Diego

This two-day course meets AQB criteria. In Part 1 of a two-part course package, you will apply appraisal techniques to solve a complex residential case study appraisal assignment. You will put your knowledge of terminology, concepts, procedures, and methods to the test as you demonstrate competence in the areas of appraisal analysis learned in previous courses.

By successfully completing the course and exam, you will have met most states' education requirements in the content area identified as advanced residential applications and case studies. Individuals who are seeking the Appraisal Institute SRA designation may take this course and Advanced Residential Report Writing/Part 2 as an alternative to completing the Residential Demonstration Report requirement.

This offering is sponsored by the Appraisal Institute National headquarters.  For questions or more information contact or 312/335-4207.

Course: Advanced Residential Report Writing/Part 2
16 - 20
Location: San Diego

This four-day course meets AQB criteria. In Part 2 of a two-course package, you will be provided with the tools to write sections of a narrative report. You will complete eight writing assignments based on sections of a narrative appraisal report for the case study property you analyzed in Part 1. Successful completion of this course should increase your ability to 1) apply a wide range of appraisal procedures to solve complex appraisal problems and 2) use a narrative reporting format with confidence to explain and support your conclusions convincingly. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as an appraisal subject matter elective. Individuals who are seeking the Appraisal Institute SRA designation may take this course and Advanced Residential Applications and Case Studies/Part 1 as an alternative to the Residential Demonstration Report requirement.

This offering is sponsored by the Appraisal Institute National headquarters.  For questions or more information contact or 312/335-4207.

Golden Gate Branch Chapter hosts "Propositions on November Ballot Affecting San Francisco"
Location: It's Virtual! Participate Where it is Convenient and Comfortable

This informal 1-hour chat will focus on relevant (and even perhaps controversial) ballot propositions for San Francisco

Registrants will connect using ZOOM interactive technology.  For the full zoom experience, registrants will need a computer, Internet access, webcam, and a microphone.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

Topic:  November 2020 SF Ballot Propositions

  7:45am - 8:00am Meet & Greet        8:00am - 9:00am Informational Exchange

Details:  Participation is complimentary.  CEC is not available.

Moderator: Melissa Bach, MAI

RSVP Required:  Watch for registration to open soon