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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.
Looking Ahead
Central California Branch Chapter - "Simply Social"
May
28
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!

Silicon Valley Branch Chapter “Simply Social"
May
31
Location: Fieldwork Brewing Company, San Mateo

Get Connected in the Mid-Peninsula!

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

Location: Fieldwork Brewing Company, 3030 S. Delaware Street, San Mateo

Time:  4:00pm until whenever (TGIF)

The Simple Details:  Buy-your-own-beer (or beverages) and snacks. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Questions? Contact Clint Freeman, MAI.

Silicon Valley Branch Chapter “Direct Caffeination"
Jun
3
Location: Crystal Springs Starbucks, San Mateo

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.

 

New Appraisal Professionals "Simply Social"
Jun
4
Location: Fieldwork Brewing Company, San Ramon

Are you an appraisal trainee, a recently designated member or consider yourself a young appraisal professional looking for a networking event geared specifically for you?  Well, you just found it!  Each month our group is expanding - don't let another month go by - get in on the FUN!

Plan to meet up with us in San Ramon at Fieldwork Brewing Company, 6000 Bollinger Canyon Road, Ste 1206, for no-host beverages and appetizers starting at 5:30pm!  Can't get there by 5:30pm? No worries, just show up when you can.  We will hang out until whenever . . .

All are welcome to this new, fun, welcoming, casual, no pressure social event!  You get the picture - it's informal.

Questions?  Contact Matt Atwood

Course: Supervisory Appraiser / Trainee Appraiser
Jun
21
Location: Bay East Association of Realtors, Pleasanton

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

All individuals, and their supervisors, who are working towards or obtain a Trainee License on or after January 1, 2015 must take an approved Supervisory/Trainee Course, per the AQB 2015 Real Property Appraiser Qualification (AQB) Criteria. This four-hour course will address the national minimum requirements, responsibilities, and expectations required by the BREA (in accordance with the AQB Criteria) to adhere to when issuing a Trainee License and for Trainee Appraisers and Supervisory Appraisers to understand to avoid pitfalls.  Also addressed, will be the revisions to and reduction of the AQB Criteria, effective May 1, 2018.

STILL TIME TO SAVE: Register by May 31 and Save up to $50!
AI Designated Members, Candidates for Designation & Affiliates - $165
Standard / Non-AI - $195

Register after May 31
AI Designated Members, Candidates for Designation & Affiliates - $195
Standard / Non-AI - $215

 

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jun
21
Location: Bay East Association of Realtors, Pleasanton

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the required one-hour multiple choice open-book exam is given onsite following the seminar presentation.

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

STILL TIME TO SAVE: Register by May 31 and Save up to $45!
AI Designated Members, Candidates for Designation & Affiliates - $130
Standard / Non-AI - $150

Register after May 31
AI Designated Members, Candidates for Designation & Affiliates - $160
Standard / Non-AI - $175

Central California Branch Chapter - "Simply Social"
Jun
25
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!

Course: Review Case Studies - Residential
Jun
 

Review Case Studies-Residential is unlike anything you’ve experienced in other review courses. In this two-day course, you will apply the review process that you learned in Review Theory-Residential by walking through a case study that focuses on a two-stage review assignment. Day one begins with a quick refresher of review concepts. From there, you will work on an assignment that gets dropped on your desk much like it does in real life. Working in groups, as well as individually, you’ll identify and analyze the components of the case study review assignment.

For many, this will be the first opportunity to work through all seven steps of the review process and apply them within a simulated, very real-to-life assignment. Problem identification and scope of work is where the process begins and that quickly leads to the tougher analytical work where you’ll analyze the subject appraisal report and develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness (including tests of reasonableness). From there, you’ll learn to develop opinions of appropriateness and creditability to both the appraiser’s development work as well as opinions on whether the appraiser’s report is appropriate and not misleading—including the reviewer’s development of reasons for disagreement.

Day two begins with the reviewer’s development of his or own opinion of value in this two-stage review assignment. You will analyze additional field data to facilitate review decisions whether the opinion of value in the subject appraisal report is credible. From the start of the case study, you will take notes to prepare an individual review report which is submitted to the instructor (the review supervisor) before the exam.

If you’re an appraiser, reviewer, or other real estate professional who regularly works with reviews, this hands-on, application-based course is for you!

Golden Gate Branch Chapter Workshop and Networking Social
Jun
 
Location: Mechanics Institute (Workshop) and DaDa Bar (Social), San Francisco

The Golden Gate Branch Chapter is gearing up for a summer workshop that will include CE hours at Mechanics Institute followed by a networking social downstairs to DaDa.  Watch for more details as exact date and topic to be announced.  If you have a particular topic of interest that you'd like to see presented in San Francisco, contact Golden Gate Branch Chapter Chair Tim Landregan, MAI.

Silicon Valley Branch Chapter “Direct Caffeination"
Jul
1
Location: Crystal Springs Starbucks, San Mateo

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.

 

Board of Directors Meeting (via conference call)
Jul
17
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
18 - 19
Location: Brandman University, Fairfield

Instructor: Kerry Jorgensen, MAI

Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets provides the theoretical and analytical framework for separating the tangible and intangible assets of real estate centric businesses. Through discussion, lecture, readings, and case studies, participants will apply the theory of the firm and the concept of economic profit to the solution of problems and case studies related to ad valorem taxation, eminent domain, loan underwriting, and transaction price allocation.

An overview of business valuation procedures and clarification of real estate and business valuation terminology will be provided so participants become familiar with the terminology relevant to separating asset values. The class will review the legal foundations for property rights, be introduced to the methodologies, and become aware of the controversial and unresolved issues in this field. Finally, participants will learn about allocating real estate, personal property, and intangible asset values.

Note. Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets contains diverse opinions regarding appraisal theory and applications. Neither this course nor the Appraisal Institute advocates a particular theory or method. Rather, each appraiser must come to his or her own conclusion based on the property type, local market customs, and scope of work.  All students are required to come to class with the text A Business Enterprise Value Anthology, 2nd ed (2011); it can be ordered online at the time of registration or directly from the Northern California Chapter Office - 925/932-7753.  The text is not included in the tuition fee; it sells for $45.

BEST VALUE RATE: Register by June 21 and Save up to $130!
AI Designated Members, Candidates for Designation & Affiliates - $455
Standard / Non-AI - $555

Register after June 21
AI Designated Members, Candidates for Designation & Affiliates - $485
Standard / Non-AI - $585

Monterey Bay Branch Chapter Workshop & Networking Social: Understanding Legal Parcels and Descriptions: "So What Makes it Legal?
Jul
25
Location: Nicholson Vineyards

California not only maintains the most complex and far-reaching land regulations in the nation: it is also the only one of 50 states that has state-mandated land use regulations and procedures, which are in addition to local county, city and other regulatory ordinances.

There is widespread confusion regarding what constitutes a legal parcel. While California’s Subdivision Map Act provides a legal framework, it’s not so simple to navigate the SMA’s complexities.  This presentation will inform attendees’ understanding of significant considerations pertaining to legal parcels, which are a critically important element in real property appraisals and Market Value.  

In this 3 hour workshop, an appraiser who brings more than 4 decades of experience in land valuation will to offer an engaging review of all you need to know about legal parcels, legal subdivisions, legal descriptions, and related issues.

  • History of Land Ownership in the U.S. and California
  • What is PLSS?  Lot & Block? Metes and Bounds?
  • Tract Map vs. Parcel Map vs. Record of Survey
  • The difference between and Assessor's Parcels and Legal Parcels
  • Significant elements of California's Subdivision Map Act
  • About legal non-conforming parcels and merger provisions
  • Units of lengths (rods, chains, links, varas)
  • How to read legal descriptions
  • How curves are legally described
  • How to draw a legal description
  • Useful computer programs

Presenter
Neil A. Lefmann, MAI, SRA - Senior Appraiser, Valbridge Property Advisors

Central California Branch Chapter - "Simply Social"
Jul
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!

NEW! Seminar: Rural Valuation Basics
Jul
 
Location: North Bay / Santa Rosa Area

Rural Valuation Basics provides residential and general appraisers with the fundamentals of analyzing comparable data for use in rural appraisal assignments. This 7-hour seminar will focus on land mix analysis, improvement value extraction and allocation, and how to develop adjustments. While working on a typical rural property case study that both residential and commercial appraisers might be asked to appraise, participants will learn how to properly analyze and use information that is available in rural markets to support a credible opinion of value. Excel spreadsheets will be provided which will assist participants in their analyses. 

The Residential Symposium 2018 - All Day. All Residential.
Aug
2
Location: Holiday Inn, Dublin

All Day. All Residential.

It's back!  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.

Accessory Dwelling Units – State and Local Law, Practical Valuation Methods
- Patrick Collins, Hausable
- Winston Rhodes
, Planning Manager, City of Dublin

Non-Lender Work in a Box – Developing Attorneys, Accountants and Asset Managers as Clients
- Jennifer Supman, Esq., Manning & Kass
- Ted Zouzounis
, DA Financial

Top Producer Spotlight – Lessons from the Field
- Michael Barker, Senior Appraiser, Property Sciences

Income Approach – Focus on 2 to 4 units – Rise Above the Competition
- Scott Yeargin, SRA, Senior Residential Appraiser

Highest and Best Use – SFR Case Studies
- Julie Friess, SRA

Additional panelists to be announced


Silicon Valley Branch Chapter “Direct Caffeination"
Aug
5
Location: Crystal Springs Starbucks, San Mateo

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.

Course: Residential & Commercial Valuation of Solar
Aug
19 - 20
Location: University of Phoenix - Modesto Campus, Salida

Instructor: Tim Runde, MAI, LEED AP

Change is Coming.  Get ready now before the new solar competency requirements go into effect in January 2020.

Solar photovoltaic system installations are continuing to increase as the price becomes more feasible in the many markets. Appraisers will find the valuation a challenge without knowledge of the technology and data available to use the methodology most appropriate. Appraisers must expand their knowledge base to understand how electricity is priced, how solar PV is priced, and how solar PV functions to develop a credible value. If you are seeking education that will hone your skills or teach you new ones, this is the course for you. Residential and commercial appraisers will work together to apply an income capitalization approach and cost approach to valuing energy produced for solar PV systems. All you need is a tablet or iPad, with Internet access, and you’ll be able to use free software to value the energy that solar systems produce. Please note. This course does not address utility-scale solar (solar farms), solar thermal, or other on-site renewable energy generation.

Central California Branch Chapter - "Simply Social"
Aug
27
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 & Networking Social - What's Up with North Bay Real Estate 2019 and Beyond?
Sep
5
Location: American AgCredit, Santa Rosa

The North Bay's favorite annual event returns!  Don't miss this 3-hour workshop that focuses on the specific issues and trends that affect the North Bay real estate market.

Silicon Valley Branch Chapter “Direct Caffeination"
Sep
9
Location: Crystal Springs Starbucks, San Mateo

Are you an early riser? Join us the first Monday of every month at 7AM at the Crystal Springs Starbucks but due to the Labor Day Holiday we are meeting on the 2nd Monday.

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.

Course: General Appraiser Report Writing & Case Studies
Sep
16 - 19
Location: Lafayette Library and Learning Center, Lafayette

Instructor: Dan Swnango, MAI, PhD

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis.

Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Board of Directors Meeting
Sep
19
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Sep
19
Location: Tri-Valley Area
Central California Branch Chapter - "Simply Social"
Sep
24
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!

Course: Advanced Spreadsheet Modeling for Valuation Analytics
Sep
25 - 26
Location: Lafayette Library and Learning Center, Lafayette

Instructor: John Urubek, MAI

This two-day course will teach appraisers to prepare advanced analyses in a simpler manner and with fewer errors. It will appeal to participants with experience in market analysis and highest and best use and also those with experience in applying inferred market analysis. The focus is on problem solving and efficiency while uncovering some of the tools of the spreadsheet program that will strengthen an analysis and increase productivity. Participants will find the applications especially helpful in the areas of market analysis, feasibility analysis, and highest and best use. Gain techniques to solve real-world problems and develop best practices in modeling that can be applied in other situations.

Upon completion of the course, participants should be able to:
• Recognize best practices and what to consider in financial model development
• Demonstrate how and when to use defined names in cells and ranges
• Identify key inputs in maximum building-size calculations
• Describe how to use key features of a spreadsheet program to easily make complex calculations
• Identify key inputs in land residual analysis

Important note: This course includes the same content as the seminar of the same name. It is now in the Analytics for Valuation Professional Development Program and therefore, an exam was added. For more information, click here.

Take Advantage of our BEST VALUE RATES - Registser by 6/14 Save up to $160!
Appraisal Institute Designated Members, Candidates and Affiliates - $425
Standard / Non-Appraisal Institute - $525

Register by 8/16
Appraisal Institute Designated Members, Candidates and Affiliates - $455
Standard / Non-Appraisal Institute - $555

Register after 8/16
Appraisal Institute Designated Members, Candidates and Affiliates - $485
Standard / Non-Appraisal Institute - $585

Seminar: Practical Highest & Best Use
Sep
27
Location: Lafayette Library and Learning Center, Lafayette

Developer and Instructor: John Urubek, MAI

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.

A well-organized, printed and bound 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.  

Don't miss this practical seminar.  It will strengthen the logic and support in every-day appraisal reports.

Take Advantage of our BEST VALUE RATES - Registser by 6/19 Save up to $95!
Appraisal Institute Designated Members, Candidates and Affiliates - $200
Standard / Non-Appraisal Institute - $235

Register by 8/21
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-Appraisal Institute - $275

Register after 8/21
Appraisal Institute Designated Members, Candidates and Affiliates - $265
Standard / Non-Appraisal Institute - $295


Course: Advanced Income Capitalization
Sep
30 - Oct
4
Location: Lafayette Library and Learning Center, Lafayette

Instructor: Gary DeWeese, MAI

The 35-hour Advanced Income Capitalization course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 30 hours of traditional classroom education and wraps up with a three-hour exam on the fifth morning.

Advanced Income Capitalization builds on topics covered in the General Appraiser Income Approach/Part 1 and General Appraiser Income Approach/Part 2 courses. It introduces additional topics that a seasoned general appraiser can expect to meet in everyday practice. The course features a limited review of material covered in the previous income courses to maximize the time available for advanced topics.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

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


Course: Litigation Appraising
Sep
 

This REVISED two-day course provides an overview of business opportunities in specialized types of litigation other than eminent domain in which the valuation of real estate is frequently an issue. Examples of topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation cases, income and estate tax disputes, and divorces. Through problem-solving activities, participants will apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. Participants will gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

Course: Business Practices and Ethics
Oct
4

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.

NOTE: The AQB and BREA have approved this course for 6 hours of CE.

Course: National USPAP 15-Hour
Oct
7 - 8
Location: Brandman University, Fairfield

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

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.

Silicon Valley Branch Chapter “Direct Caffeination"
Oct
7
Location: Crystal Springs Starbucks, San Mateo

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.

2019 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
25
Location: South San Francisco Conference Center, So. San Francisco

2019 marks the 69th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference in the Bay Area.

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.

Central California Branch Chapter - "Simply Social"
Oct
29
Location: Toledo's at Mission Village, Fresno
Course: Review Case Studies - General
Nov
4 - 8
Location: Brandman University, Fairfield

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

"The class is meaningful not just for reviewers but for ALL appraisers."

Enroll in Review Case Studies—General and come prepared for the challenge of applying the review process and other concepts covered in Review Theory—General. You will enhance your review skills by preparing two required review reports based on two case studies that present some of the issues reviewers face in review assignments. For each case study, you will develop opinions on the completeness, accuracy, adequacy, relevance, reasonableness, appropriateness, and credibility of another appraiser’s work and then communicate your opinions in a review report you design and draft yourself. By preparing written review reports based on the case studies, you will gain confidence in the application of review techniques. This course will be beneficial for appraisers and other real estate professionals who regularly work with appraisals and reviews.

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


Silicon Valley Branch Chapter “Direct Caffeination"
Nov
4
Location: Crystal Springs Starbucks, San Mateo

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.

Board of Directors Meeting
Nov
14
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Nov
14
Location: Tri-Valley Area
Course: Residential Site Valuation & Cost Approach
Nov
 

Designed for participants with introductory experience and understanding of fundamental concepts of appraising, this course focuses on the valuation of vacant land parcels and the development of the cost approach. Develop your skills by creating a current cost estimate using market extraction, interview techniques, and information provided by professional cost data sources. An in-depth case study takes you from the origin of the appraisal assignment to a final value estimate using various cost approach applications. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as residential site valuation and cost approach.

Course: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
Nov
 

This two-day course not only provides a comprehensive review of the recently released 6th edition of the Uniform Appraisal Standards for Federal Land Acquisitions, (commonly known as Yellow Book) it provides critical guidance for appraisers involved in federal land acquisition valuation assignments. 

Whether you are experienced in writing or reviewing federal land acquisition appraisals or you are interested in expanding your client base to include federal and state agencies and organizations, this course will show you how to comply with the 6th edition Uniform Appraisal Standards for Federal Land Acquisition. An optional one-hour exam is included.

Silicon Valley Branch Chapter “Direct Caffeination"
Dec
2
Location: Crystal Springs Starbucks, San Mateo

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.

Course: Advanced Concepts and Case Studies
Dec
5 - 11
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

" . . . the best course that a designated or advanced commercial appraiser can take to learn current state of the art appraisal practice from complex case studies."

Ask yourself, are you ready to challenge yourself to learn something . . . New?
This course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 35 hours of traditional classroom education and wraps up with a three-hour exam on the sixth morning. Advanced Concepts and Case Studies synthesizes basic and advanced valuation techniques taught in previous courses, and addresses consistent treatment of the three valuation approaches for various valuation problems. Case studies teach participants how to address common but complex appraisal issues, including a leased fee not at market rent, a proposed property, a property in a market not at equilibrium, and a subdivision. The course emphasizes the need to test the reasonableness of conclusion in an appraisal. Like all advanced education courses sponsored by the Appraisal Institute, the course naturally reviews many concepts taught in previous courses.

Course will run Thursday - Saturday and Monday - Tuesday, December 5-7 and December 9-10; no instruction on Sunday, December 8.  The final 3-hour exam will be given on Wednesday, December 11.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

EARLY REGISTRATION REQUIRED
Appraisal Institute Designated Members and Candidates - $850
Standard / Non-Appraisal Institute - $1,200


Course: National USPAP Update (7-Hour)
Dec
5
Location: University of Phoenix, Salida (Modesto Area)

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

This offering will be based on the yet to be released 2020-21 version of USPAP.

This one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement.

Commercial Symposium 2019: Appraising Unique and Special Purpose Properties
Dec
6
Course: National USPAP Update (7-Hour)
Dec
13
Location: Silicon Valley

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

This offering will be based on the yet to be released 2020-21 version of USPAP.

This one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement.

This Silicon Valley offering will most likely will take place in the Campbell area; exact venue to be confirmed in late July.

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the required one-hour multiple choice open-book exam is given onsite following the seminar presentation.

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.