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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
May 2020
Webinar: Accessory Dwelling Units (ADUs) Valuation Challenges and the Law
Location: It's Virtual, Learn Where it is Most Convenient for You

Presenter: Denis DeSaix, MAI, SRA, MetroCal Appraisal

The lack of affordable housing in many California markets has been a challenge vexing policymakers, local communities, employers and, ultimately, potential homeowners and renters.

In 2017, the State of California adopted new development standards which apply to every planning jurisdiction in the state.  These new rules effectively allow property owners to construct new or modify existing portions of their homes to incorporate an accessory dwelling unit in all but a few situations. As more and more property owners and developers take advantage of these new laws, appraisers can expect to see more and more single-family assignments that includethe need to evaluate the contributory value of an ADU.

  • Three Approaches to Value
  • State Mandated ADU Regulations
  • Cost  - Income - Sales
  • How Have Things Changed?
  • Is there a Difference from Market Value to Sales Price?
  • Factors Driving Price and Demand
  • Case Studies: When Paired Sales are Scarce

Time:  2:00pm - 4:00pm

Advanced Registration is Required - $39
Only those pre-registered will be emailed the login information to join the zoom interactive virtual platform. 

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.

CEC:  There is no CEC available for this 2-hour webinar.

This Infomational Virtual 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.  We reserve the right to utilize alternative interactive platforms if necessary.


POSTPONED Course: National USPAP 15-Hour

Instructor: Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS

In light of the current situation surrounding COVID-19, and in response to recent guidance from the Governor and the California Department of Public Health, a decision has been made to postpone this event.  Thank you in advance for your patience as we work through the logistics of re-scheduling this 2-day course.   

Using the national USPAP course material copyrighted by The Appraisal Foundation, this two-day course covers basic rules for ethical behavior and competent performance. The course is designed to comply with USPAP requirements for state-certified appraisers and it highlights the role of the appraiser and the implied impartiality often associated with this role. Participants will learn how requirements of the Uniform Standards of Professional Appraisal Practice affect their appraisal businesses.

POSTPONED Course: Valuation of Conservation Easements

In light of the current situation surrounding COVID-19, and in response to recent guidance from the Governor and the California Department of Public Health, a decision has been made to postpone this event.  Thank you in advance for your patience as we work through the logistics of re-scheduling this 4-day course.  

Valuation of Conservation Easements is an advanced course designed for the appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.

Over 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, homework assignments, and case-law analysis.

Note. This course is in the Valuation of Conservation Easements Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

POSTPONED: Silicon Valley Branch Chapter “Direct Caffeination"
Location: Crystal Springs Starbucks, San Mateo

In light of the ongong situation surrounding COVID-19, and in response to guidance from the Governor, the California Department of Public Health, and various County Governments, a decision has been made to postpone this event.  When it is safe to do so, we look forward to reconnecting.

Are you an early riser? Join us the first Monday of every month at 7AM 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.

Women's Initiative Committee - Interactive Chat
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 6/1:  Only those pre-registered will be sent details to connect to the call.