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

Instructor: Tim Runde, MAI, LEED AP

Change is Coming.  The NEW 2020 California Solar Requirement New Residential Construction

The new California building energy code upgrade will require ALL new residential construction of up to 3 stories to include a solar PV system as of January 1, 2020. Appraisers need new knowledge, skills and tools to competently value these properties. Appraisers will find the valuation a challenge without knowledge of the technology and data available to use the methodology most appropriate. Appraisers must expand their knowledge base to understand how electricity is priced, how solar PV is priced, and how solar PV functions to develop a credible value. Residential and commercial appraisers will work together to apply an income capitalization approach and cost approach to valuing energy produced for solar PV systems. All you need is a tablet or iPad, with Internet access, and you’ll be able to use free software to value the energy that solar systems produce. This hands-on course introduces you to solar terminology, and through real-life examples and case studies, on both residential and commercial properties, shows you how to solve solar-related valuation problems. This course will focus on solar PV most commonly encountered in commercial and residential appraisal/consulting assignments.

Only Scheduled West Coast Offering to Help Prepare You for New Changes Effective 1/1/20
Appraisal Institute Designated Members, Candidates and Affiliates - $415
Standard / Non-Appraisal Institute - $515


Central California Branch Chapter - "Simply Social"
Aug
27
Location: Toledo's at Mission Village, Fresno

Get Connected in the Central Valley!

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

Location: Toledo's at Mission Village,  367 E Shaw Ave, Fresno (close to freeway 41 exchange at Shaw)

Time:  5:30 pm until whenever

Details:  This is a "no-host" event; attendees are responsible for their own beverage / food purchases. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

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

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

  • Update on the Commercial Real Estate Market in Sonoma County
  • Hear from Local Builders: Rebuilding the Areas of Santa Rosa Affected by the Fires
  • Update on the Residential Real Estate Market in Sonoma County

Panelists include
William M. Severi, CCIM, CPM - President / CEO, North Bay Property Advisors
Barry Palma
-  Senior Managing Director, Newmark Cornish & Carey North Bay
Annette Cooper -
Senior Real Estate Advisor, Keegan & Coppin
Keith Christopherson - Co-Founder, Christopherson Construction
John Allen - Chief Operating Officer, APM Homes
Rick Laws - Compass Real Estate
Ann Harris – Coldwell Banker

BEST VALUE RATE - Register by 8/23 and Save up to $40!
Appraisal Institute Designated Members, Candidates and Affiliates - $55
Standard / Non-Appraisal Institute - $70

Register after 8/23
Appraisal Institute Designated Members, Candidates and Affiliates - $80

Standard / Non-Appraisal Institute - $95

 

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

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

It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

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

Instructor: Dan Swnango, MAI, SRA, PhD

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

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

BEST VALUE RATE - Register by 8/16 and Save up to $170
Appraisal Institute Designated Members, Candidates and Affiliates - $625
Standard / Non-Appraisal Institute - $725

Register by 8/30
Appraisal Institute Designated Members, Candidates and Affiliates - $675

Standard / Non-Appraisal Institute - $775

Register after 8/30
Appraisal Institute Designated Members, Candidates and Affiliates - $695
Standard / Non-Appraisal Institute - $795

Board of Directors Meeting
Sep
19
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Sep
19
Location: Tri-Valley Area
Silicon Valley Branch Chapter “Simply Social"
Sep
20
Location: Devil’s Canyon Brewery, San Carlos

Get Connected in the Mid-Peninsula!

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

Location:  935 Washington Street, San Carlos, CA

Time:  5:00pm until whenever (TGIF)

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

Questions? Contact Clint Freeman, MAI.

Candidates' Guidance: Conversations Over Coffee
Sep
21
Location: Starbucks at Hacienda Crossings, Pleasanton

Thinking about a career in real estate appraising?  Or, maybe you are already licensed / certified and want to take your career to a higher level and work toward earning an Appraisal Institute Designation - the SRA, MAI, AI-GRS or AI-RRS?  Or, maybe now is the perfect time for you to complete the requirements for a 2nd (or even 3rd) AI Designation?

"I remember going to an event just like this when I was a candidate for my MAI and it was very helpful.  Not to mention, I met so many that were struggling with the same things that I was.  A great boost of encouragement was given by those that recently completed the process."

Plan now to join members of our Candidates' Guidance Committee for coffee and informal Q&A.  No reservations necessasry.  Come casual.  Come with your questions.  We will meet up starting at 9:00am at Starbucks (near the Regal Theater in the Hacienda Crossings Shopping Center), 4930 Dublin Blvd, Ste 500, in Pleasanton.  You'll beat the traffic and still have plenty of time to enjoy your Saturday!

Central California Branch Chapter - "Simply Social"
Sep
24
Location: Toledo's at Mission Village, Fresno

Get Connected in the Central Valley!

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

Location: Toledo's at Mission Village,  367 E Shaw Ave, Fresno (close to freeway 41 exchange at Shaw)

Time:  5:30 pm until whenever

Details:  This is a "no-host" event; attendees are responsible for their own beverage / food purchases. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Seminar: Practical Highest & Best Use
Sep
24
Location: Lafayette Library and Learning Center, Lafayette

Developer and Instructor: John Urubek, MAI

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

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

Learning Objectives

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

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

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

Still Time to Save - Registser by 8/21 Save up to $50!
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-Appraisal Institute - $275

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

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.



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

Instructor: John Urubek, MAI

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

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

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

Register by 8/16 Save up to $130!
Appraisal Institute Designated Members, Candidates and Affiliates - $455
Standard / Non-Appraisal Institute - $555

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

2019 Annual Fall Conference: Real Estate and Appraisal Symposium
Sep
27
Location: South San Francisco Conference Center, So. San Francisco

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

Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

Opening Keynote: 
"NO QUICK FIX: Housing Shortages, Homelessness, Climate Change and Sustainable Living - A Westerner's Perspective"

Rodman Schley, MAI, SRA

2019 Appraisal Institute National Vice President
Creator, Host and Executive Producer of URBAN CONVERSION
President, BBG Denver

Closing Session:
"ALL HANDS ON DECK! Solving the Bay Area Housing Affordability Crisis"

Oz Erickson, Chairman, Emerald Fund, Inc.
Jacky Morales-Fernand, Director, San Jose Department of Housing
Roger Snell, Chief Investment Officer, Veritas Investments

15 Breakout Topics include:

  • Opportunity Zones: What Are They, Where Are They and How to Appraise Them
  • Complex Valuation Issues in Ad Valorem
  • Bay Area Residential Market Update
  • Commercial: Tear-It-Down & Build-It-Up or Not! Costs, Values and Feasibility Considerations
  • Avoiding Perils and Pitfalls in Residential Appraisals
  • Restricted Appraisal Reports: What Appraisers Need to Know
  • Fee (Not So) Simple II
  • The 2020 Solar Mandate: New Requirements for California
  • Bay Area Commercial Market Update
  • The Changing World of Parking: Garages, Lots & Systems
  • Technology Updates for Every Size Office: Pratical Programs & Tips
  • Accessory Dwelliing Units (ADU): Laws and Challenges of Valuing
  • Residential: Tear-It-Down & Build-It-Up - Costs, Values and Feasibility Considerations
  • Ask the Commercial Experts
  • Market Value of Ecological Assets

Presenters include:
William Coleman, EASI
Murray Hartmann. Supervising Appraiser Santa Clara County
Timothy P. Runde, MAI, LEED AP, Runde & Partners, Inc.
Stacey L. Thoyre, WELL AP, LEED Green Associate, Runde & Partners, Inc.
Denis A. DeSaix, MAI, SRA,  Principal, Metrocal Appraisal
Melissa J. Bach, MAI,
Executive Director, Valuation & Advisory | Dispute Analysis & Litigation Support
Stan Tish, MAI, Berliner Kidder and Tish
Matt Thomas, Chief Appraiser, San Francisco County Assessor's Office
Jeffrey Enright, MAI, CRE, SRA, AI-GRS, Managing Director, Shareholder, Valuation Advisory Services, Kidder Mathews
Richard M. Betts
Michelle Van De Pol, MAI,
SRA, MRICS, Managing Director, BBG Inc.
Bruce Hahn, SRA, MAI, CRE,
Real Estate Asset Analyst, Landmark Valuation
Michelle Sklaver
, Manager Advisory, Meyers Research Advisory Team
Darryl Won, AVP,  Regional Chief Appraiser Valuation Advice/Risk Management & Mitigation Credit Strategies & Controls, Collateral Valuation
Erik Hayden, Founder and Managing Partner, Urban Catalyst
Bradley Wood, Managing Director, KPMG Economic and Valuation Services
Nathan Donato-Weinstein, Senior Executive Analyst, San Jose Office of Economic Development
Jacky Morales-Fernand, Director, San Jose Department of Housing
Dawn Cieslik, Supervising Appraiser, Santa Clara County Assessor’s Office
Virginia (Ginny) Hamley, Retired Chief Auditor-Appraiser, Santa Clara County Assessor’s Office

BEST VALUE RATE: Register by 8/30 - Save up to $100!
Tuition fee includes

  • Continental breakfast
  • Lunch
  • Refreshments throughout the day
  • Admittance to the post-conference networking reception

Best Value Rate: Register by August 30 - $295
Early Registration Rate: Register by September 13 - $335
Standard Conference Rate: Register after September 13 - $395

Gold Sponsor
- Valbridge Property Advisors l Northern California

Silver Sponsors
- Joseph J. Blake & Associates, Inc.
- ParcelQuest
- BBG

Become at 2019 Annual Fall Conference Sponsor - LEARN MORE


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

Instructor: Gary DeWeese, MAI

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

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

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

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


Course: Business Practices and Ethics
Oct
4

Business Practices and Ethics is an important course that provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

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

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

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

Using the national USPAP course material copyrighted by The Appraisal Foundation, this two-day course covers basic rules for ethical behavior and competent performance. The course is designed to comply with USPAP requirements for state-certified appraisers and it highlights the role of the appraiser and the implied impartiality often associated with this role. Participants will learn how requirements of the Uniform Standards of Professional Appraisal Practice affect their appraisal businesses.

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

Are you an early riser? Join us the first Monday of every month at 7AM at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

Seminar: Stats, Graphs and Data Science - Part I
Oct
23 - 24
Location: Brandman University, Fairfield

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.

Central California Branch Chapter - "Simply Social"
Oct
29
Location: Toledo's at Mission Village, Fresno
Golden Gate Branch Chapter Workshop and Networking Social
Oct
 
Location: Mechanics Institute (Workshop) and DaDa Bar (Social), San Francisco

Watch for details coming soon!  The Golden Gate Branch Chapter will be featuring a CE workshop followed by a networking social. 

If you have suggestions or are interested in assisting with the workshop, contact Tim Landregan, MAI.

NEW! Seminar: Rural Valuation Basics
Oct
 
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: Review Case Studies - General
Nov
4 - 8
Location: Brandman University, Fairfield

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

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

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

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


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

Are you an early riser? Join us the first Monday of every month at 7AM at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

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

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

Course: Review Case Studies - Residential
Nov
 

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

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

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

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

Are you an early riser? Join us the first Monday of every month at 7AM at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

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

Instructor(s): Gary DeWeese, MAI

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

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

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

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

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


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

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

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

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

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

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

Commercial Symposium 2019: Appraising Unique and Special Purpose Properties
Dec
6
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

Topics include

  • Going Concern: Issues, Allocation Methods and Valuation Techniques & Pitfalls
  • The Fun Stuff:  Valuation of Amusement Parks, Movie Theaters & Bowling Alleys
  • Valuation Nuances in Identifying Realty Value in Food Businesses: Commissary Kitchens, Food Truck Lots & More
  • Take One: Valuation of Movie & Television Production Studios

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

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
12
Location: Silicon Valley

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.


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 yet to be released 2020-21 version of USPAP.

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

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

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

 

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
 
Location: East Bay


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

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

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

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

Course: Quantitative Analysis
Jan
 
Course: Review Theory - General
Jan
 
Course: The Appraiser as an Expert Witness
Jan
 
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: General Appraiser Income Approach - Part 1
Feb
 
Board of Directors Meeting
Mar
19
Workshop, Chapter Business Meeting & Networking Social
Mar
19
2020 Annual Spring Conference
Mar
 
Location: Doubletree Hotel, Modesto
Course: Condemnation Appraising
Mar
 
Course: General Appraiser Market Analysis & HBU
Mar
 
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