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Education / Events

  • 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 2018
2018 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
19
Location: South San Francisco Conference Center, South San Francisco

2018 marks the 68th 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.

Approved for 6-hours of BREA, Appraisal Institute and SBE training credit; applications for credit from the States of Washington and Oregon have been submitted.  Typically ASA, ASFMRA and IRWA offer reciprocal credit for AI approved offerings.

Our 2018 venue offers onsite FREE parking and complimentary shuttle service from BART and Caltrain.  Watch for more details when the registration materials become available.

Opening Keynote
The Triple Win: Economic, Environmental and Public Health

R. Mark Fenton
Adjunct Associate Professor at Tufts University’s Friedman School of Nutrition Science and Policy, Transportation, Planning, and Public Health Consultant, Author, former PBS Television Host, and Active Transportation Advocate

Closing General Session
California's Proposition 13 at 40:  Where Are We Now and Where Are We Going?

Carmen Chu, Assessor-Recorder, City and County of San Francisco
Larry Stone, Assessor, County of Santa Clara
Mark Church, Assessor, County of San Mateo
Phil Ting, California Assemblymember, District 19 - San Francisco

Special Guest
Jefferson Sherman, MAI, AI-GRS
2018 Appraisal Institute National Vice President

Presenters include
Peter Christensen, General Counsel, LIA Administrators & Insurance Services
Norm Hulberg, MAI, Senior Managing Director, Valbridge Property Advisors
Gary DeWeese, MAI, Real Estate Strategic Solutions
Tim Runde, MAI, LEED AP, Runde & Partners, Inc.
Stacey Thoyre, Runde & Partners, Inc.
Kate Sofis, Founder & CEO, SFMade
Cris O'Neall, Esq., Greenberg Traurig LLP
Ryan Lundquist, Lundquist Appraisal Company
Arlen Mills, MAI, SRA, The Mills Company
Richard M. Betts, MAI, SRA, ASA, Betts and Associates
Craig Owyang, MAI, SRA, AI-GRS, AI-RRS, Craig Owyang Real Estate
Mark Ritchie, President, Ritchie Commercial / Ritchie Asset Management Co.
John A. Hillas, MAI, SRA, Managing Director
Mary O'Neill, Principal Appraiser, O'Neill & Associates
Kathleen Fahey Poulton, SRA, AI-RRS, Manager of Appraisals, Fremont Bank
Paul Zeger, Founding Partner, Polaris Pacific
Melissa Bach, MAI, Executive Director, Cushman & Wakefield
Suzanne Mellen, MAI, CRE, FRICS, ISHC, Senior Managing Director, Practice Leader, HVS
Jan Kleczewski, MAI, FRICS, Senior Managing Director, BBG
Walt Carney, MAI, Senior Managing Director, Valbridge Property Advisors
Ellen Mazzoni, Alain Pinel Realtors
Charles A. Hansen, Esq., Wendel Rosen Black & Dean LLP

Topics include

  • Different Rules in Different Courts
  • Advanced Land Valuation: Land Residual Technique
  • Ask the Experts
  • Removing Intangibles from Assessments
  • Mastering the Marshall & Swift Cost Handbook
  • Ethical Considerations: You, Your Client and the Public
  • Residential Power Tools: Using Excel in Residential Appraisals
  • Bay Area Commercial Development Update
  • High-End Residential: How High Can We Go?
  • Re-Shaping Real Estate to Maximize Health and Productivity
  • Walk this Way: Building Walkable Communities
  • Residential Square Footage Standards:  Surprise - They Exist!
  • Do I Owe or Am I Owed?  Appraiser Liability and Independent Contractors
  • Made in the Bay: Maker Space and the New Industrial Renaissance
  • Residential Marketing: Expanding Beyond Mortgage Work

Become a Conference Sponsor - Learn More

PLATINUM SPONSOR
LIA Administrators and Insurance Services

GOLD SPONSOR
Valbridge Property Advisors | Northern California

SILVER SPONSORS
BBG
Joseph J. Blake and Associates, Inc.
ParcelQuest

BRONZE SPONSORS
First Federal Savings and Loan of San Rafael
CoreLogic

NorCal SPONSOR
Chapman and Patton
Colliers International
Kidder Mathews

MEDIA SPONSOR
Appraisal Today

Still time to join over 250 professionals who are already confirmed for the day!
Tuition:  $390
Includes continental breakfast, lunch and networking reception.  Reception beverages are "no-host".

Golden Gate Branch Chapter Workshop and Networking Social: "The Impact of Rent Control on Value, Proposition 10 and the Local Rent Control Initiative."
Oct
24
Location: Mechanics Institute (Workshop) and DaDa Bar (Social), San Francisco

Plan now to join us for an informative 2-hour workshop (2-4pm) immediately followed by a "no-host" networking social in the heart of the Financial District.

Workshop: "The Impact of Rent Control on Value, Proposition 10, and the Local Rent Control Initiative" 

Presenter:
Tom Fernwood, MAI - Vice President, Valuation Advisory Services, Kidder Mathews

Central California Branch Chapter - Simply Social
Oct
30
Location: Toledo's at Mission Village, Fresno

Get Connected in the Central Valley!

Come one, come all!  Designed for residential, commercial and agricultural appraisers and all allied real estate professionals who want to expand their networking and client opportunities.

Location: Toledo's at Mission Village,  367 E Shaw Ave, Fresno (close to freeway 41 exchange at Shaw)

Time:  5:30 pm until whenever

Details:  This is a "no-host" event; attendees are responsible for their own beverage / food purchases. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

North Bay Branch Chapter Workshop and Networking Social: What's Up with North Bay Real Estate 2018? Plus a Sneak Peek at 2019
Nov
1
Location: American AgCredit, Santa Rosa

The North Bay's favorite annual event returns!  This year's workshop focuses on the specific issues and trends that are currently affecting the North Bay real estate market. 

Station Avenue is located on one of the most unique development sites in all of the North Bay. This 32-acre plot of land, the former campus of State Farm Insurance Company, is strategically located in central Rohnert Park and adjacent to the city’s SMART station.  The project is being looked at by city administrators and residents as the creation of the city’s downtown, the nucleus of activity for residents, business, commerce and tourists.  This presentation is being delivered by the developer, David Bouquillon of Laulima Development.  Attendees will be treated to an insider’s perspective into the land planning process for one of the most ambitious projects in the county.  The developer will discuss physical and environmental challenges, architectural decisions, feasibility, the entitlement process, public engagement, and market-based development decisions.

  • Building a Downtown: Station Avenue in Rohnert Part

Presenters
David Bouquillon, President, Laulima Development
Robert Eyler, Ph.D., Dean, School of Extended and International Education, Senior International Officer, Professor of Economics, Sonoma State University

 

Course: Review Theory - General
Nov
5 - 9
Location: Brandman University, Fairfield Area

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

Review Theory—General is the fundamental review course that all reviewers should have in their education background. It is a required course for individuals pursuing the Appraisal Institute General Review Designation.* Participants embark on an in-depth journey of the seven steps that are outlined through the review process, which is at the core of this course. To be a reviewer, an appraiser must learn how to develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness relative to the work under review. These opinions must be refined through tests of reasonableness in order to develop opinions of appropriateness and credibility. By taking this course, participants may gain invaluable confidence on the fundamentals of review.

EARLY REGISTRATION REQUIRED
Appraisal Institute Designated Members and Candidates - $800
Standard / Non-Appraisal Institute - $1,100