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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
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.

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.

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 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.

BEST VALUE RATE:  Save up to $90 - Register by 11/13
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-Appraisal Institute - $235

Register by 11/27
Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $260

Register after 11/27
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $285

Commercial Symposium 2019: Appraising Unique and Special Purpose Properties
Dec
6
Location: Preservation Park, Oakland

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 symposium will explore unique property valuation problem through expert presentations and case studies. An overview of valuation issues related to going-concerns will be explored. Both tangible and intangible property rights will be discussed and examples will be provided. Presentations will include movie and production studios, food truck and commissary service facilities, amusement parks, movie theatres, bowling alleys, retail fuel properties, hospitality, houses of worship and big box retail. Adaptive reuse of properties nearing the end of their useful life will also be discussed. Trends in these unique properties will be discussed, including an outlook for each specialty property. Oftentimes these unique properties comprising going-concern and intangible value present challenging tax scenarios that will also be explored. Panelists will seek to inform you about the most up-to-date current and proposed tax litigation may impact your scope of work.

Topics include

  • Service Stations & Car Washes
  • Amusement Parks & Production Studios
  • Food Businesses & Commissaries
  • Hospitality: Hotels & More!
  • Big Box Transaction Insights
  • Adaptive Reuse of Existing Real Estate

Panelists include
Douglas Nason, ASA, FRICS, Senior Vice President / Regional Appraisal Director - Western Region, Wells Fargo Real Estate Technical Services Group (REVS-RETECHS)
L. Deane Wilson, MA, ASA, Managing Partner, The Blackwell Group
Stephen Bethel, MAI, MA, BA, National Director, Frazier Capital Valuation
Ariana Arredondo, MAI, Director, Frazier Capital Valuation - SF
Anthony J. D’Angelo III, MAI, Managing Director - Real Estate Valuation Group, Marshall & Stevens Inc. Los Angeles Office
Suzanne Mellon, MAI, CRE, FRICS, ISHC, Senior Managing Diretor, HVS
Nancy Welsh, MAI, MRICS, Senior Director, Cushman & Wakefield
Dane Anderson, MAI, CCIM, Director, RERC - a SitusAMC Company


BEST VALUE RATE:  Save up to $125 - Register by 11/08
Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $255

Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $260
Standard / Non-Appraisal Institute - $295

Register after 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $300
Standard / Non-Appraisal Institute - $345


Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
12
Location: Campbell Community Center, Campbell

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.

BEST VALUE RATE:  Save up to $60 - Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $115
Standard / Non-Appraisal Institute - $135

Register by 12/06

Appraisal Institute Designated Members, Candidates and Affiliates - $130
Standard / Non-Appraisal Institute - $150

Register after 12/06
Appraisal Institute Designated Members, Candidates and Affiliates - $160
Standard / Non-Appraisal Institute - $175

Course: National USPAP Update (7-Hour)
Dec
13
Location: Campbell Community Center, Campbell

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

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 on online checkout.

BEST VALUE RATE:  Save up to $90 - Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-Appraisal Institute - $235

Register by 12/06

Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $260

Register after 12/06
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $285

Board of Directors Meeting
Jan
16
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Installation Celebration
Jan
16
Location: Tri-Valley Area

Stay after the workshop and join us starting at 5:00pm for a brief chapter meeting that includes presentation of designation certificates to newly designated members, awarding local cash scholarships and the Installation of our 2020 Leadership Team - plus receive an update on chapter, regional and national Appraisal Institute issues.  Active AI members will select their delegates to the chapter's 2021 Nominating Committee.  Then enjoy great company, scrumptious complimentary appetizers; no-host/cash beverages will be available.

Course: National USPAP Update (7-Hour)
Jan
31
Location: Lafayette Library and Learning Center, Lafayette


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.

BEST VALUE RATE:  Save up to $90 - Register by 12/13
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-Appraisal Institute - $235

Register by 1/11

Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $260

Register after 1/11
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $285

Course: Review Theory - General
Jan
 
Course: The Appraiser as an Expert Witness
Jan
 
Course: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
Jan
 

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.

NEW! Seminar: Rural Valuation Basics
Jan
 
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. 

Course: Litigation Appraising - Specialized Topics & Applications
Feb
3 - 5

Instructor:  Stephen D. Roach, MAI, SRA, AI-GRS  (pending)

Litigation Appraising: Specialized Topics and Applications was expanded from two to three days and delves more deeply into inverse condemnation, an exciting niche market with increasing demand for appraisers. One of three courses in the Litigation Professional Development Program, this course now offers more hands-on applications giving you the opportunity to solve problems and put theory into practice.

Specialized topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation, income and estate tax disputes, inverse condemnation, contract disputes and equitable distribution in divorces cases. 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: Quantitative Analysis
Feb
3 - 7
Location: Lafayette Library and Learning Center, Lafayette

Instructor: Gary DeWeese, MAI

This course focuses on the practical application of quantitative tools for analyzing data, drawing appropriate conclusions from data sets, and presenting both the analysis and conclusions in ways that enhance communication with appraisal clients. It reviews and furthers the application of basic statistical measures (mean, median, mode, standard deviation, etc.) and spends a good deal of time on graphical and regression analysis.

Central goals of the course include showing participants how to understand the reliability and validity of data used to draw conclusions, providing the knowledge needed to support the conclusions others may draw from the same or similar datasets. Presentation and activities make extensive use of real-world appraisal applications and are aimed at furthering an appraiser’s ability to provide credible analysis of real property-related issues.

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

EARLY REGISTRATION REQUIRED
Watch for registration to open in mid-November 2019.

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.

Appraisal Institute Designated Members, Candidates and Practicing Affiliates - $900
Standard / Non-Appraisal Institute $1,200

Course: General Appraiser Income Approach - Part 1
Feb
 
Course: Residential Site Valuation & Cost Approach
Feb
 

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.

2020 Annual Spring Conference
Mar
13
Location: Doubletree Hotel, Modesto

Residential * Commercial * Agricultural 

The very first Valley Seminar began in 1970.  Our "modern" version of the Valley Seminar became known as the Spring Conference in 2000 and has taken place each spring at the Doubletree Hotel since 2006. 

This event continues to evolve each year, with expanded breakout sessions to provide a greater depth of topics and the opportunity to hear from and connect with a variety of industry professionals. It is the combination of quality and content which draws an increasing number of attendees not only from the Central Valley but from the greater Bay Area and beyond!

TGIF is BACK!  Due to positive feed from our 2018 conference, we are thrilled to once again host this event on a Friday and look forward to having you join us for post-conference networking with complimentary appetizers and no-host beverages.

Presentations include our ever popular and informative Opening Session State of the Profession.

Watch for more details coming soon.

Board of Directors Meeting
Mar
19
Workshop, Chapter Business Meeting & Networking Social
Mar
19
Course: Condemnation Appraising
Mar
 
Course: General Appraiser Market Analysis & HBU
Mar
 
Course: Review Case Studies - Residential
Mar
 

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!

Course: Business Practices & Ethics
Apr
 
Course: National USPAP Update (7-Hour)
Apr
 
Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 
Workshop: Understanding Legal Parcels and Descriptions - What Makes it Legal?
Apr
 
Location: North Bay
Board of Directors Meeting
May
21
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
May
21
2020 Northern California Residential Appraisal Conference
May
 
2020 Spring Litigation Conference
May
 
Location: Filoli Gardens, Woodside
Course: General Appraiser Income Approach - Part 2
May