Looking Ahead

We're Back!  

Join us at 9am 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.

Instructor:  Mark Lewis, ARA, RPRA, Chair of the AQB

Practical Applications of Real Estate Appraisal (PAREA) is an alternate path for aspiring appraisers to obtain all or a portion of their required experience for license or certification as a real estate appraiser. The program was made effective on January 1, 2021, by the Appraiser Qualifications Board (AQB) of The Appraisal Foundation. In this webinar, the current Chair of the AQB, Mark Lewis, ARA, RPRA, will brief participants on the background of PAREA, the progress being made for its full implementation, and what it means to aspiring appraisers and employers.

Start Times:
10:00 AM Pacific / 11:00 AM Mountain / 12:00 PM Central / 1:00 PM Eastern

Note: A Zoom Webinar invitation will be sent to all registrants prior to the event.  If you have not received your Zoom Registration link 24 hours prior to the event, please contact us at lharvey@asfmra.org

Note:  This offering is not sponsored nor endorsed by the Northern California Chapter.  For specific questions contact Deanna Ilk dilk@asfmra.org

ONLINE REGISTRATION IS OPEN and REGISTRATIONS ARE ROLLING IN!
Take a peek at the registration brochure to learn more about the terrific topics we'll be covering!

2021 marks the 71st 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.

Opening Keynote:
The Great Disruption:  Top 5 Trends in a Post-Pandemic Economy
Dr. Ralph B. McLaughlin
Chief Economist and Senior Vice President of Analytics
Haus, Inc.

Panelists include
Sandra Adomatis, SRA, 2022 Appraisal Institute National Vice President, Adomatis Appraisal Service
Jordan Levine, Chief Economist, C.A.R.
Dawn Molitor-Gennrich, SRA, AI-RRS, Molitor-Gennrich Consulting, Inc.
Darwin Ernst, SRA, AI-RRS, Homestreet Bank
Charles H. Packer ("Chuck"), Estate and Trust Attorney, Hopkins & Carley
Norman C. Hulberg, MAI, Senior Managing Director, Valbridge Property Advisors - Northern California
Kerry Jorgensen, MAI
Misty Ray, MAI, AI-GRS
Shelly Tanaka, MAI, AI-GRS
Brian Rapela, MAI, Managing Partner, Joseph Blake & Associates
Robert Sammons, Senior Director, Bay Area Research, Cushman & Wakefield
Greg Matter, SIOR, Executive Managing Director, JLL
Joel Woodmass, Research Manager, Norcal Industrial, JLL
Denis A. DeSaix, MAI, SRA, Principal, Metrocal Appraisal
Jonathan J. Schrader, MAI, AI-GRS, F&M Bank
Kathryn Sturgis-Bright, MAI, Senior Commercial Review Appraiser, Appraisal Review Department - West, Zions Bancorporation
Douglas Potts MAI, AI-GRS, Founder, Delta Real Estate Analytics LLC

Beakout sessions include

• Appraisals for the IRS
  
• Evaluations!
  
• Snapshots of Residential Markets:  Now and What's Next?
• Commercial Market Update
• Ask the Experts (Residential)
• Ask the Experts (Commercial)
• Residential Fundamentals:  Home Measuring Standards and Top Ten Common Appraisal Errors
• From the Trenches: Commercial Valuation Fundamentals
  

A Special Note About Registering:

• Never attended an Appraisal Institute offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit if the offering is approved by the CA BREA.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.
  
  
• This virtual program is approved for 6-hours (30 points) of Appraisal Institute CEC and 6-hours of State Board of Equalization (SBE) for assessors (CAR# 102195). An application for 6-hours of California BREA CEC is being submitted.
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.

Sponsors include

• Kidder Mathews
• LIA Liability Administrators and Insurance Services
• Laval and Associates
• AppraisalToday
• Valbridge Property Advisors l Northern California

Learn More About Sponsorship Opportunities
- Benefits include Complimentary Attendance for Bronze through Diamond Levels!

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

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions contact the Sacramento-Sierra Chapter directly via email or at 916-972-9700.

Join us at 9am 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.

Developer and Instructor: Gary DeWeese, MAI

If you’re involved in the valuation of commercial real estate, it’s crucial to know how the terms of a lease affect value. This seminar goes beyond methodology to explore how to measure a property rights adjustment, the theory underlying the use of a leasehold yield rate (Y_LH) to value the leasehold, as well as the application of a property rights adjustment in all three approaches to value.

• Recognize how the terms of a tenant’s lease impact value—either positively or negatively.
• Identify situations that require a valuation of a leasehold.
• Identify methodologies in valuing a leasehold, including examples and exercises.
• Recognize the impact of a leasehold in the valuation of property using all applicable approaches.
• Identify challenges facing appraisers performing leasehold valuation assignments.

A Special Note About Registering:

• Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.
  
  
• This virtual program is approved for 7-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.
  

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

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.

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions contact the Sacramento-Sierra Chapter directly via email or at 916-972-9700.

The General Demonstration Report-Capstone Program is an option that Candidates for Designation may choose to complete their demonstration of knowledge requirement for their MAI designation. Like the traditional requirement, the same skills and knowledge base are required to produce a complete demonstration appraisal report. However, this program was designed to offer an option that accelerates the completion.

Required prerequisites that must be completed before Candidates for Designation working toward a MAI designation can register:

• Must have taken the General Demonstration Report Writing seminar within the past five years.
• Must have passed the Advanced Market Analysis & Highest and Best Use exam.
• No continuing education credit is given for this program.
• Due to the nature of this program, no refunds or time extensions will be granted.
• Required equipment: An HP-19BII, HP-17BII, HP-12C or equivalent calculator.

View register link for important registration, material release and pre-webinar dates and deadlines.  This offering is sponsored the Appraisal Institute National Office.  Questions?  Contact 312-335-4207.

Instructor and Developer: Gary DeWeese, MAI

"Gary's analysis comes from the real world.  His examples are grounded in reality."                                                                                                                                     - August 2020 Attendee

" . . . depth of analysis is a breath of fresh air to the usual mundane CE choices available."
               - May 2021 Attendee

A 3-hour virtual chapter-developed workshop prior to our November Chapter Meeting and Networking Social. 

Most appraisers are familiar with the concept of arbitration. It’s an alternative to litigation for parties with a dispute to resolve the matter by agreeing that an arbitrator or panel of arbitrators will make the determination. Arbitration work for appraisers – either as an arbitrator or as an expert witness – is growing and can present interesting assignments.  

Our presenters will offer a survey of the most common arbitration assignments involving appraisers. They will then shed light on some of the common issues and problems that appraisers may face – or cause – in arbitration. Their examples will be based on real-world arbitration cases; several of which will show that all appraisers interested in arbitration work – regardless of their experience – should be familiar with the processes, rules and standards that apply to appraisers serving as arbitrators or working as experts in arbitration.

• Introduction to Arbitration: What is Arbitration?  
• General Arbitration Rules and Key Provisions in California Arbitration Act
• Potential Roles of Appraisers in Arbitration:  Arbitration for Both Commercial and Residential Appraisers
• Common Types of Arbitration Handled by Appraisers
• Arbitration Details: Serving as an Arbitrator
• Three of the Most Common Mistakes by Appraisers Serving as Arbitrators
• How to Get Started

Presenters include:
Paula K. Konikoff, JD, MAI, AI-GRS - Sole Practitioner in Arbitration and Litigation
Peter Christensen, Attorney, Christensen Law Firm

Following the 2-hour workshop (3-5pm Pacific Time) we will hold a brief virtual chapter meeting beginning at 5pm to catch up on Local, Regional and National issues and provide an opportunity for attendees to network with peers, colleagues, and perhaps even potential clients!

A Special Note About Registering:

• Never attended an Appraisal Institute offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit if the offering is approved by the CA BREA.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.
  
  
• This virtual program is approved for 3-hours (15 points) of Appraisal Institute CEC. Applications for 3-hours of BREA and State Board of Equalization (SBE) CEC are being submitted.
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.

This annual event returns to a full-day program in 2021! 

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

Join us at 9am at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

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

Questions? Contact Clint Freeman, MAI.

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

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

A Special Note About Registering:

• Never attended an Appraisal Institute offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.
  
  
• This virtual program is approved for 4-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.

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

This NEW 2022-23 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 requirements.

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

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.

A Special Note About Registering:

• Never attended an Appraisal Institute offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.
  
  
• This virtual program is approved for 6-hours of Appraisal Institute and BREA CEC. 
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.

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

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.

*Please confirm with the Sacramento-Sierra Chapter prior to registering that this will be the 2022-2023 version*

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.

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions contact the Sacramento-Sierra Chapter directly via email or at 916-972-9700.

Our most popular one-day seminar returns "live" in the Fall of 2022!

The wine industry is a complex and vast market where global trends affect local vineyard values.  This presentation will provide attendees with the history and evolution of vineyard economics throughout the many wine regions of California.  You will learn what factors have led to changing prices, as well as how prices have responded to changing market conditions over the years.