Looking Ahead

This hour-long virtual (ZOOM) presentation hosted by ASFMRA will focus on:

• The "ins and outs" of PPP loan forgiveness
• The CARES Act major income tax changes
• Other major tax changes during 2020 related to COVID-19 stimulus
• What's next and what to watch out for?

Speaker: Paul Neiffer, CPA
Neiffer is an Agribusiness Certified Public Accountant and business advisor specializing in income taxation, accounting services, and FSA planning related to farmers and processors. He is a nationally recognized speaker on many subjects related to farmers and processors including (1) tax planning, (2) estate tax and succession planning, (3) farm management accounting, (4) farm bill, (5) farm economics and many other related topics.

Click the register online link above for specific details on costs, times, required equipment, etc.

There is no CEC availlable for this offering.  Questions should be directed to the presentation sponsor ASFMRA at 303-692-1222 or E-mail: dilk@asfmra.org

This offering is now SOLD OUT. 
A second offering is being scheduled for September 14.  Watch for registration to open shortly for the September offering.

Instructor and Developer: Gary DeWeese, MAI

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 Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program.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.

"I learned things I didn't even know I didn't know, such as the potentially significant differences between a legal parcel and an assessor-designated parcel."

Workshop Presenter: Neil A. Lefmann, MAI, SRA - Sr. Appraiser, Valbridge Property Advisors

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 virtual workshop, as an appraiser, Lefmann who brings more than 4 decades of experience in land valuation will 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

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.

Instructor: Steve Roach, MAI, AI-GRS, SRA

Based on the Appraisal Institute textbook Applications in Litigation Valuation: A Pragmatist’s Guide, this seminar discusses in detail three of the book’s case studies that provide an overview of litigation strategies for appraisers who are new to litigation work, as well as a reinforcement of litigation skills for more experienced appraisers. Case study topics include title issues, continuing nuisance, and condemnation.

• Identify important issues specific to litigation valuation assignments.
• Evaluate competency as it relates to litigation assignments.
• Develop an appropriate scope of work for complex litigation appraisal problems.
• Identify appropriate valuation techniques for litigation assignments.
• Develop an engagement letter for phased litigation assignments.
• Identify best practices for preparation of demonstrative evidence.
• Identify best practices for preparation for direct testimony.

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 8/27:  Only those pre-registered will be sent details to connect to the call.

IRS, Loss, Gift & Estate Valuations:  Changes in the Rules and How They Impact the Appraisal Process

The IRS has finalized rules for substantiating and reporting cash and noncash charitable deductions, stating that any tax deduction of more than $500,000 requires a qualified appraisal conducted in accordance with generally accepted appraisal standards. The rules took effect as of August 1, 2018 ~ but appraisers still have plenty of questions.

Taxpayers who suffer economic loss due to a natural disaster can claim a casualty loss deduction on their federal income tax return. However, there have been some recent changes to limit deductions, as will be discussed.  The same sort of principles may apply to litigation, if someone else caused the damage.  Come learn from experienced appraisers who will share with us a recent case study on casualty loss involving a large custom home, a washed out road, and a mudslide. You need to register for the workshop to see how the damages were calculated and how this story ends. 

Don’t miss this lively and informative 2-hour "virtual" workshop where we will explore new and upcoming changes to the IRS requirements, and how they might impact the appraisal community.

• Estate Planning from the Transactional Side
• The Three Types of Estates:  Non-taxable, Quasi (6-12 million net worth) and High-Income
• Gift Valuations
• Changes in Tax Codes that Might Impact the Valuation of Real Property
• Increase in the Credit Amount and How that Impacts Estate Planning
• The Addition of IRC Section 199A
• The Adequate Disclosure Regulations
• Other Relevant Changes in the Regulations

Panelists include
Charles H. Packer ("Chuck") - Estate and Trust Attorney, Hopkins & Carley
Norman C. Hulberg, MAI - Senior Managing Director, Valbridge Property Advisors - Northern California
Rebecca Frederick - Appraiser, Valbridge Property Advisors - Northern California
Nolan Tong - Sr. Appraiser, Valbridge Property Advisors - Nothern California

Moderator
Bob James, MAI, SRA, AI-GRS

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 with their state licensing board(s) to confirm that the specific state(s) will accept (1) virtual / online education, (2) from an out-of-state provider and/or (3) offer reciprocal credit with the California BREA.
  
  
• 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.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.
  
  
• This program is apprvoed by the California BREA for 2-hours of CEC (#18CP754601345).
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam, microphone and speakers.
  
  
• ZOOM Link:  The ZOOM link will be sent within 24 hours of the offering only to those pre-registered who have submitted their Photo IDs/DLs to lisa@norcal-ai.org.  Subject line of your email should read "DL [insert your LAST NAME] - IRS Sept 2020.

This 7-hour offering was such a hit in 2019, we are bringing it back in 2020!  If you missed it last year, here is your second chance.  And not only are we bringing it back - but we are bringing it to you VIRTUALLY! 

This presentation will be split into (2) 3.5 hour morning (PDT) segments on consecutive days.

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.

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.  

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

This Educational Program (Program) was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content. 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 Appraisal Institute does not publish examination review materials. 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.

JUST ADDED!  This second 2020 offering is being added due to POPULAR DEMAND! 
EARLY REGISTRATION is STRONGLY recommended.

Instructor and Developer: Gary DeWeese, MAI

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.

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.

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!

Registration is now OPEN!

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!  More specifc details to follow as we make this extraordinary delivery shift to a virtual classroom format.

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

Seeking Economic Clarity: A Chief Economist's Vision
THE POLICIES, THE PLAYERS and THE PERSPECTIVES

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 Perishible Inventory
  
• Multi-Family Market Update
• Construction Costs
  
• Appraising After a Major Market Disruption: Guideance for the Residential Appraiser
  
• Residential Highest and Best Use
  

Presenters
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
Alison Teeman, Yovino-Young Inc.
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

Additional presneters to be announced

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 education@appraisalinstitute.org or 312/335-4207.

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 education@appraisalinstitute.org or 312/335-4207.

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CRE

This hands-on workshop introduces and exploits “big data” tools, computation, and predictive methods for valuation.  It emphasizes applied solution-based learning, using real data, for objective evidence-based results.  Data science results are simpler, more useful, and intuitively sensible.

The intent of this seminar is that students leave with these immediately useful skills:

1. Apply visual methods to structure assignments and define competitive market segments.
2. Classify and technically quantify comparable data selection.
3. Adjust and interpolate, using contrasting and simple regression calculations.
4. Explain practical differences in calculated, estimated, and biased estimators.
5. Hear and learn of the complexities, pitfalls, hype, and flim-flam around multiple regression.
6. See the potential of real data analysis software, such as open-source R and RStudio.

Open-source analytics software is provided, as well as example data sets and templates for use in form and narrative reporting.  The use of these tools is particularly useful for sparse-data appraisal problems through the support of location (spatial), and price indexing (time) adjustments.  Local commercial and/or residential data sets are used in presented examples

This course is prerequisite to intermediate and advanced courses offered by Valuemetrics.info education, leading to auditable valuation practices.

Note: This offering is created and administered by George Dell.  Additional registration information or questions should be directed to valuemetrics.info or 619/297-6816.

This Educational Program (Program) was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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.

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CRE

SGDS² continues of the foundations of SGDS¹.  Building on the SGDS¹ learning in depth, breadth, and detail.  We continue examination of the theory, concepts, and practice of data science as applied to asset analytics.  The learning follows the development sequence of valuation and risk analytics.  Starting from the problem identification (scope of work) in measurable terms, we proceed to:

• Identify the overall project data frame;
• Define the CMS^© (Competitive Market Segment), the ideal data set;
• Resolve the bias-variance tradeoff to optimize accuracy and precision of results;
• Perform necessary data wrangling(analogical to traditional confirmation/verification)
  • Portray data visually
  • Reduce to the CMS^©
  • Detect quantify missing/needed predictor variables
  • Create new calculated fields
  • Transform functional relationships (e.g., linear to logarithmic)
  • Create Transformed data levels
  • Identify and handle outliers
  • Recognize needed predictive confirmation/verification

This class is substantially experienced in R, RStudio, and R packages, including ggplot2 and tidyverse.  A comparison and integration of Excel® is provided for workflow efficiency.  Methods of transition from canned appraisal software and the spreadsheet— to a real analytics package is reviewed.

Specific analytics include non-linear price indexing, seam regression, introduction to GIS in R, Data selection algorithms (particularly hierarchical cluster analysis), sources of help for R.  Also resolution of conflicts in USPAP, AI-SVP, IVS, and EBV^© (Evidence Based Valuation) practice, and reporting in a data-stream delivery through dashboard views.

Note: This offering is created and administered by George Dell.  Additional registration information or questions should be directed to valuemetrics.info or 619/297-6816.

This Educational Program (Program) was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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.

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. 

We are working on alternatives - Watch for details.

Have you ever wondered what happens behind the scenes at a full service hotel?  See the "back of house" and many other aspects of the newly opened Grand Hyatt at SFO, including examples of the:

• 351 guestrooms
• 14,435 sq. ft. of flexible event space
• 5,760 sq. ft. Grand Ballroom and a 2,310 sq. ft. Junior Ballroom
• 8,000 sq. ft. of pre-function area
• 18 meeting rooms ideal for fly-in / fly-out groups
• Direct connectivity to all SFO terminals via the hotel’s own AirTrain Station
• Quail & Crane Restaurant
• Twin Crafts Market & Bar
• Hyatt StayFit gym

Following a management-led tour of the new facility and then gather in the hotel bar for networking with other Counselors and Appraisal Institute members.

This unique event is jointly sponsored by the Northern California Chapters of the Appraisal Institute and Counselors of Real Estate.  There is no CEC available for this event.

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.

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!

The General Demonstration Report—Capstone Program is an option Candidates for Designation may choose to complete their demonstration of knowledge requirement for their MAI designation. Like the traditional requirement, the program calls for the skills and knowledge base necessary to produce a complete demonstration appraisal report. However, this program offers an option that accelerates the completion of the report. Instead of selecting and compiling data on a property, participants are provided with a subject property and data to analyze and then write the report in a limited time span of approximately 2 months. Participants must attend two webinars and a 6.5-day classroom session where facilitators will be on hand to answer questions and offer guidance. The full report must be submitted for grading no later than noon on the seventh day.

The program is designed to be completed in approximately 2 months; therefore, participants must realize they will need to commit a considerable amount of that time to analysis and writing tasks PRIOR to the classroom setting. One pre-class writing assignment (fundamental market analysis) is required before the second webinar. Participants will need to spend a minimum of 200–250 hours to complete this program successfully. And during the classroom session, participants should expect to work on their reports after the 7-hour days spent in the classroom—10 to 12 hours a day that week will not be unusual. 

Don't Delay - Register Today!  This offering will sell-out.

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

Our most popular one-day seminar returns in the Fall of 2020! 

We are working hard behind the scenes to provide you with additonal details as soon as they are availble.

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.

Just what are unique and special purpose properties?

Special Purpose Property: A property with a unique physical design, special construction materials, or a layout that particularly adapts its utility to the use for which it was built.
 - The Dictionary of Real Estate Appraisal

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.

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.

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the required open-book exam.

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.

Time:  Online Check-in: 11:30am       
Instruction (including required exam): 12:00pm - 5:00pm

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 (click link) before 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.
  
  
• 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.  This program is approved by the California BREA.

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.

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.

This offering will be based on the recently 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.

Click here to order your copy of 2020-21 USPAP directly from The Appraisal Foundation; this publication is not included with the tuition fee.

NEW!  Effective 10/01/19 tuition rate listed below includes the downloadable course handbook materials.  Additional fee(s) apply for those who want the printed course handbook pre-shipped.  Shipping fee determined at time of online checkout.