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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 2021
The Residential Symposium 2021: It's ALL Residential
Aug
6
Location: It's Virtual! Learn Where it is Convenient and Comfortable

It's All Residential.

Building on the continued success of prior year Residential Symposiums, our in-the-know panelists will share meaningful tools and tips that attendees can use to prosper and grow their businesses in today's ever-changing real estate environment.  You won't want to miss this 4-hour virtual presentation!

Topics include:

  • Accessory Dwelling Units (ADUs) and Estimated Value: The Contest
  • For Every Action there is a Reaction:  Professional Best Practices, Valuation Industry Initiatives and Modernization
  • Price Indexing Time Adjustments
  • Residential Appraisal Market Outlook

Presenters include
Craig Steinley, MAI, SRA, AI-GRS, AI-RRS -
2021 National Vice President, Appraisal Institute
Denis DeSaix, MAI, SRA - MetroCal Appraisal
George Dell, MAI, SRA, ASA - Valuemetrics
Patrick Collins - Housable
Adam Johnston, PMP, SRA, AI-RRS - Senior Director, Collateral Risk & Project Management, NewRez, LLC

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 / online 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.

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

  • This virtual program is approved for 4-hours of Appraisal Institute CEC and State Board of Equalization (SBE) training credit; an application for BREA CEC has been submitted.

  • 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.

STILL TIME TO SECURE YOUR SPOT!
Appraisal Institute Designated Members, Candidates and Affiliates - $115
Standard / Non-AI Professionals - $135


"Virtual" Seminar: Practical Highest and Best Use
Aug
12 - 13
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Developer and Instructor:  John Urubek, MAI

This 7-hour offering was such a hit in 2019 AND 2020, we are bringing it back in 2021!  If you missed it, here is another opportunity. 

A review appraiser, employed by a state-regulatory agency, commented in a USPAP class that highest and best use is the most deficient section in many appraisal reports.  Whenever a market value opinion is developed, USPAP S.R. 2-2(a) requires the report to "summarize the support and rationale" for the highest and best use conclusion. 

This seminar is intended to enhance USPAP compliance for both residential and commercial appraisers.   

Learning Objectives

  • Reviews many basic concepts of H&B use
  • Defines key terms like “support” and “reasonably probable”.
  • Clarifies the four test of H&B use.
  • Identifies the four components of a proper H&B use conclusion
  • Differentiates the four tests from the four conclusions
  • Identifies the five (5) most likely buyer types
  • Explores and develops supportable conclusions for nine atypical, real-world situations where H&B use was initially uncertain
  • Details practical procedures to help appraisers develop a proper H&B use conclusion for both typical and very atypical appraisal problems.

Registrants will receive a well-organized handbook that is a replica of the PowerPoint is provided.  This 80+ page handbook will lessen in-class writing and assist the appraiser back at the office.

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 / online 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.

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

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

  • 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.

Still Time to Secure Your Spot!
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270
North Bay Branch Chapter "Simply Social"
Aug
19
Location: Lagunitas Taproom and Beer Sanctuary, Petaluma

Looking to escape the summer heat? Want to catch up with your appraisal colleagues in the North Bay?  Come join us in person for a cold brew at Lagunitas Taproom and Beer Sanctuary.  We look forward to see you in person!

Time:  6:00pm - until whenever!

Cost:  As a "simply social", each participant pays for their own beverages/food

Address: 1280 N. McDowell Blvd, Petaluma, CA

RSVP Required by by August 17:   Contact Joe Cormier-Knopp, MAI for questions or to RSVP.

Notes: Owing to the continually changing Covid-19 guidance, please note that masks may still be required by the establishment.  Please visit Lagunitas’ website for their protocols.

Central California Branch Chapter "Simply Social"
Aug
27

TGIF! 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: Elbow Room (in the Fig Garden Shopping Center) 731 W San Jose Avenue, Fresno

Time:  5:00pm - 7:00pm

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!

WIN - Women's Initiative Committee - Interactive Chat
Sep
14
Location: It's Virtual! Participate Where it is Convenient and Comfortable

WIN (formerly 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 WIN ZOOM "chats".

The purpose of our ZOOM meetings is to help women connect with other female valuation professionals in a casual, engaging format.  Whether you're an entry-level appraiser or a lifetime professional, join in our discussion!  All are Welcome!

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not available. 

RSVP or Questions? Contact Nancy Phillips, SRA