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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.
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! |
East Bay Branch Chapter "Simply Social" | |
Jun 26 | Location: Greenery, Walnut Creek Get Connected in the East Bay! Come one, come all! Designed for residential and commercial real estate appraisers and all allied real estate professionals who want to expand their networking and client opportunities. Location: Greenery Restaurant (at Heather Farms), 1551 Marchbanks Drive, Walnut Creek 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! Questions? Contact East Bay Branch Chapter Chair Matt Carriere - 925/(925) 855-4950 x240. |
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! |
The Residential Symposium 2018: All Day. All Residential. | |
Aug 3 | Location: Holiday Inn, Dublin All Day. All Residential. It's back! Building on the continued success of prior year Residential Symposiums, our in-the-know panelists will share meaningful tools and tips that attendees can use to prosper and grow their businesses in today's ever-changing real estate environment. Topics include
Presenters include Kathleen Fahey Poulton, SRA, AI-RRS - Manager of Appraisals, Fremont Bank Register by July 20 Register after July 20 Become a Symposium Sponsor - Learn More Media Sponsor: |
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets | |
Aug 9 - 10 | Location: National University, San Jose Interested in this course? ACT NOW - This is the only scheduled offering of this course ANYWHERE in the U.S. in 2018! Instructor: Kerry Jorgensen, MAI Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets provides the theoretical and analytical framework for separating the tangible and intangible assets of real estate centric businesses. Through discussion, lecture, readings, and case studies, participants will apply the theory of the firm and the concept of economic profit to the solution of problems and case studies related to ad valorem taxation, eminent domain, loan underwriting, and transaction price allocation. An overview of business valuation procedures and clarification of real estate and business valuation terminology will be provided so participants become familiar with the terminology relevant to separating asset values. The class will review the legal foundations for property rights, be introduced to the methodologies, and become aware of the controversial and unresolved issues in this field. Finally, participants will learn about allocating real estate, personal property, and intangible asset values. Note. Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets contains diverse opinions regarding appraisal theory and applications. Neither this course nor the Appraisal Institute advocates a particular theory or method. Rather, each appraiser must come to his or her own conclusion based on the property type, local market customs, and scope of work. BEST VALUE RATE: Register by June 20 and Save up to $150! Register by July 22 Register after July 22 |
Seminar: Vineyard Valuation | |
Aug 24 | Location: Chardonnay Golf Club, Napa Valley Our most popular one-day seminar returns to the Napa Valley in the summer of 2018!
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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: CalTrans District Office, 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 BEST VALUE RATE: Register by July 10 and Save up to $170! Register by August 10 Register after August 10 |
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 | Location: Tri-Valley Area |
Candidates' Guidance Program: The "Why's" and "How's" of Getting Designated | |
Sep 20 | Location: Tri-Valley Area |
Workshop, Chapter Business Meeting & Networking Social | |
Sep 20 | Location: Tri-Valley Area |
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: General Appraiser Sales Comparison Approach | |
Sep | Instructor: Gary DeWeese, MAI
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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: CalTrans District Office, 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. BEST VALUE RATE: Register by July 31 and Save up to $170! Register by August 31 Register after August 31 |
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. Applications for 6-hours of BREA, Appraisal Institute and SBE training credit will be submitted. Typically ASA, ASFMRA and IRWA offer reciprocal credit for AI approved offerings. Our 2018 venue offers onsite FREE parking and complimentary shuttle service from BART and Caltrain. Watch for more details when the registration materials become available. Keynote Special Guest
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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! |
North Bay Branch Chapter Workshop and Networking Social: What's Up with North Bay Real Estate - 2018 and a Sneak Peek at 2019?" | |
Nov 1 | Location: American AgCredit, Santa Rosa |
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. EARLY REGISTRATION REQUIRED |
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 | |
Course: General Appraiser Site Valuation & Cost Approach | |
Jan | 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. |
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. |
2019 Spring Litigation Conference | |
May 9 | 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 2019. Plan now and save the date. |
Course: Business Practices and Ethics | |
Dec | |
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