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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.
Golden Gate Branch Chapter "Simply Social" | |
Apr 23 | Location: DaDa Bar at the Mechanics Institute, San Francisco Network in The City! 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: DaDa Bar at the Mechanics Institute Details: Enjoy complimentary appetizers. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! This is a "no-host" event; attendees are responsible for their own beverage purchases. The Executive Director of Mechanics Institute will be in attendance and he will talk for a few minutes on the exciting offerings at the Mechanics Institute. It is the oldest, continuously operating library on the west coast, originally opening in the 1850's - https://www.milibrary.org/about Questions? Contact Tim Landregan, MAI at 415/515-6240. |
Central California Branch Chapter - Simply Social | |
Apr 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Real Estate Finance, Statistics and Valuation Modeling | |
Apr 26 - 27 | Location: Lafayette Library & Learning Center, Lafayette Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS This two-day course provides an introduction to statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. On the first day, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice. On day two, you will gain an introductory understanding of real estate finance markets, learn about credit conditions and their impact on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances. Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as real estate finance, statistics, and valuation modeling. Participants should understand that this course will be a review and will not address more advanced topics. This course revision includes an update on financial history and the future implications of the burst housing bubble. A discussion on how mortgages impact value also was added, as well as measuring volatility and standard deviations. Note: Real Estate Finance, Statistics, and Valuation Modeling was designed according to the broad topical guidelines of the Appraiser Qualifications Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers. AI Designated Members, Candidates for Designation & Affiliates - $475 |
Course: General Appraiser Market Analysis and Highest & Best Use | |
May 1 - 4 | Location: Lafayette Library & Learning Center, Lafayette Instructor: Gary DeWeese, MAI This AQB-approved course will help you apply meaningful market analysis in valuation assignments. It presents the basic concepts and terminology of market analysis and marketability studies, then shows how marketability studies provide vital information for the highest and best use decision. Throughout the course, the emphasis is on conducting a reliable analysis of demand. You’ll gain practice in applying methods for inferred, or trend, analysis to three property types—a suburban residential subdivision, an existing multifamily property, and an office building. Using the tools introduced in the course will help you increase the reliability of your highest and best use analyses and support the conclusions you reach in the three approaches to value. The course also provides a transitional discussion to prepare you for marketability studies using fundamental demand analysis, which is covered in the Appraisal Institute’s Advanced Market Analysis and Highest & Best Use course. Go Green and SAVE an EXTRA $15 on the tuition fees listed below AI Designated Members, Candidates for Designation & Affiliates - $695 |
The Northern California Residential Appraisal Conference | |
May 4 | Location: Northern Solano County Associations of Realtors, Fairfield Plan now to join us for this full-day residential conference jointly sponsored by the Northern Callifornia Chapter of the Appraisal Institute and Real Estate Appraisers Association (REAA). Topics include:
Denis DeSaix, MAI, SRA - Principal, Metrocal Appraisal Approved for 7-hours of BREA and AI CEC; an application for 7-hours of SBE CEC has been submitted. Typically ASA, ASFMRA and IRWA offer reciprocal credit for approved AI offerings; check with these organizations directly. BEST VALUE RATE: Register by April 25 and Save up to $40! Register after 4/25
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Course: Review Theory - Residential | |
May 9 - 11 | Location: NEW Location: Associated Right of Way Services, Inc. 2300 Contra Costa Boulevard, Suite 525 , Pleasant Hill Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS Education for the AI-RRS Designation. Review Theory—Residential is the fundamental review course that all reviewers should have in their education background. It is a required course for individuals pursuing the Appraisal Institute Residential Review Designation. Participants embark on an in-depth journey of the seven steps outlined in the review process, which is at the core of this course. To be a reviewer, an appraiser must learn how to develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness relative to the work under review. These opinions must be refined through tests of reasonableness in order to develop opinions of appropriateness and credibility. By taking this course, participants may gain invaluable confidence on the fundamentals of review. AI Designated Members and Candidates for Designation - $650 |
2018 Spring Litigation Conference | |
May 17 | Location: Filoli Gardens, Woodside LISTEN. PARTICIPATE. LEARN. One of our most sought after award-winning conferences returns to the historic and beautiful grounds of Filoli again in 2018.
BONUS!
Honorable John A. Flaherty - Santa Clara Co. Superior Court (Retired), JAMS Approved for 6-hours of BREA and 30 points toward AI CEC; applications for MCLE and SBE CEC are being submitted. Typically ASA, ASFMRA and IRWA offer reciprocal credit for approved AI offerings; check with these organizations directly. BEST VALUE RATE: Register by April 25 and Save up to $105! Register by May 4 Register after May 4
Become a SLC Sponsor - Learn more! |
Board of Directors Meeting | |
May 24 | Location: Holiday Inn, Dublin |
Chapter Business Meeting & Networking Social | |
May 24 | Location: Holiday Inn, Dublin |
NEW! Seminar: Evaluating Commercial Leases | |
May 24 | Location: Holiday Inn, Dublin Instructor: Gary DeWeese, MAI Gain an introduction of how the terms of a lease and the risk profile of the tenant influence the valuation of commercial real estate. See how the business features of commercial leases affect the quantity and the duration of the income stream that a property will generate and the development of the property’s income statement. Non-traditional sources of income, the proper period to use in measuring the income, measuring the real vacancy rate, expenses that might not be recoverable by a landlord if a CAM formula is incorrect, and how other special clauses in a lease can all affect the property’s income stream will be examined. Participants will discuss tenant credit risk issues and learn why understanding a tenant’s financial strength is key to assessing the quality of the income stream. BEST VALUE RATE: Register by May 3 and Save up to $145! Register by May 15 Register after May 15 |
Central California Branch Chapter - Simply Social | |
May 29 | 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Supervisory Appraiser / Trainee Appraiser | |
Jun 14 | Location: Brandman University, Fairfield 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. NOTE: This is a 1/2 day morning offering. BEST VALUE RATE: Register by May 18 and Save up to $80! Register by June 1 Register after June 1 |
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours) | |
Jun 14 | Location: Brandman University, Fairfield Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) 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. NOTE: This is a 1/2 day afternoon offering. Register by June 1 Register after June 1 |
Course: National USPAP Update 7-Hour (New Version 2018-19) | |
Jun 15 | Location: Brandman University, Fairfield Instructor: Arlen C. Mills, MAI, SRA This updated 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. Attendees must bring their own copy of the NEW 2018-19 version of USPAP to class (anticipated release Fall 2017). To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org. |
Central California Branch Chapter - Simply Social | |
Jun 26 | 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets | |
Jul 16 - 17 | Location: National University, San Jose Instructor: Kerry Jorgenen, 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. |
Board of Directors Meeting - via Teleconference | |
Jul 19 | |
Central California Branch Chapter - Simply Social | |
Jul 31 | 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Chief Appraisers Symposium | |
Jul | |
The Residential Symposium 2018: All Day. All Residential. | |
Aug 3 | Location: Holiday Inn, Dublin |
Seminar: Vineyard Valuation | |
Aug 24 | Location: Napa Valley Our most popular one-day seminar returns to the Napa Valley in the summer of 2018! |
Central California Branch Chapter - Simply Social | |
Aug 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Basic Appraisal Principles | |
Sep 10 - 13 | Location: Oakland Instructor(s): Gary DeWeese, MAI This four-day course will introduce you to real property concepts and characteristics, legal considerations, influences on real estate values, types of value, economic principles, market area analysis, highest and best use, and ethical considerations. The course should provide a solid foundation in basic appraisal principles no matter what appraisal specialty you pursue. By successfully completing the course and exam, you will have met most states' education requirements in the content area identified as basic appraisal principles. If you are considering a career in professional valuation services, your journey should begin with Basic Appraisal Principles. Co-developed by the Appraisal Institute, ASA, and ASFMRA |
Course: General Appraiser Site Valuation & Cost Approach | |
Sep 11 - 14 | Location: Brandman University, Fairfield Instructor: Arlen C. Mills, MAI, SRA General Appraiser Site Valuation and Cost Approach is a practical, hands-on course that concerns two basic aspects of real estate appraisal: Land/site valuation and the development of the cost approach. Extensive use of problems and case studies will give you practice in applying site valuation and cost approach methods. By successfully completing the course and exam, you will have met most states’ education requirements in the content area identified as general appraiser site valuation and cost approach. |
Course: Advanced Income Capitalization | |
Sep 17 - 21 | Location: Lafayette Library & 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. |
Board of Directors Meeting | |
Sep 20 | |
Workshop, Chapter Business Meeting & Networking Social | |
Sep 20 | |
Central California Branch Chapter - Simply Social | |
Sep 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Valuation of Conservation Easements - - - Recently Updated Version | |
Sep | Instructor: Nick Tillema, MAI, SRA, AI-GRS, AI-RRS Valuation of Conservation Easements is an advanced course designed for the appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals. Over 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, homework assignments, and case-law analysis. |
Course: Basic Appraisal Procedures | |
Oct 2 - 5 | Location: Oakland Instructor(s): Arlen C. Mills, MAI, SRA • Defining the problem Learn about the three approaches to reaching an opinion of value—income capitalization, cost, and sales comparison—and apply them in true-to-life case studies and problems. After examining income capitalization methods and formulas, learn how rates and multipliers are derived. Through case studies discover the steps and concepts involved in the cost approach—how appraisers estimate the cost of constructing a reproduction of or replacement for an existing structure; the three major components of depreciation and methods for estimating and allocating depreciation; and land and site valuation. The course will guide you through the sales comparison approach including researching the market, verifying information, selecting units of comparison, conducting a comparative analysis, making adjustments, and reconciliation. Complete key sections of an appraisal report. Finally, the course provides an introduction to property description and construction and design basics. |
2018 Annual Fall Conference: Real Estate and Appraisal Symposium | |
Oct 19 | Location: South San Francisco Conference Center, South San Francisco 2018 marks the 68th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference. Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters. Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future. |
Central California Branch Chapter - Simply Social | |
Oct 30 | Location: Toledo's at Mission Village, Fresno Get Connected in the Central Valley! Come one, come all! Designed for residential, commercial and agricultural appraisers and all allied real estate professionals who want to expand their networking and client opportunities. Location: Toledo's at Mission Village, 367 E Shaw Ave, Fresno (close to freeway 41 exchange at Shaw) Time: 5:30 pm until whenever Details: This is a "no-host" event; attendees are responsible for their own beverage / food purchases. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Board of Directors Meeting | |
Nov 8 | |
Workshop, Chapter Business Meeting & Networking Social | |
Nov 8 | |
Central California Branch Chapter - Simply Social | |
Nov 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. Advnced reservations are not necessary - grab a colleague, your peers, clients and just show up! |
Course: Review Theory - General | |
Nov | Review Theory—General is the fundamental review course that all reviewers should have in their education background. It is a required course for individuals pursuing the Appraisal Institute General Review Designation.* Participants embark on an in-depth journey of the seven steps that are outlined through the review process, which is at the core of this course. To be a reviewer, an appraiser must learn how to develop opinions of completeness, accuracy, adequacy, relevance, and reasonableness relative to the work under review. These opinions must be refined through tests of reasonableness in order to develop opinions of appropriateness and credibility. By taking this course, participants may gain invaluable confidence on the fundamentals of review. |
Seminar: Stats, Graphs and Data Science - Part II | |
Nov | |
Course: Quantitative Analysis | |
Dec 3 - 7 | Location: Lafayette Library & 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.
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Commercial Symposium: Appraising Unique and Special Purpose Properties | |
Dec 7 | Location: Preservation Park, Oakland |
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours) | |
Dec | Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS Appraisers recognize that they have regulatory obligations, but recognizing and understanding all of the various Federal and State laws and regulations that govern appraisers can be challenging. A review of sanctions and disciplinary actions taken against 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 as a whole. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers at a federal and state level. |
Course: Advanced Market Analysis and Highest & Best Use | |
Jan | |
2019 Annual Spring Conference | |
Mar 11 | 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. |
Course: Business Practices and Ethics | |
Dec | |
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