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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: Valuation of Conservation Easements - - - Recently Updated Version
Jan
14 - 17
Location: Lafayette Library and Learning Center, Lafayette

Instructor: Nick Tillema, MAI, SRA, AI-GRS, AI-RRS

Valuation of Conservation Easements is an intense, advanced-level educational endeavor dealing with one of the most controversial topics in the realm of valuation.

This course is designed for the general certified 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.

This course is in the Valuation of Conservation Easements Professional Development Program. For more information, click here.

BEST VALUE RATE: Register by December 14 and Save up to $150!
AI Designated Members, Candidates for Designation & Affiliates - $675
Standard / Non-AI - $775

Register by December 31
AI Designated Members, Candidates for Designation & Affiliates - $695
Standard / Non-AI - $795

Register after December 31
AI Designated Members, Candidates for Designation & Affiliates - $725
Standard / Non-AI - $825

Board of Directors Meeting
Jan
17
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social: "Healthy is the NEW High-Performance for Homes and Buildings"
Jan
17
Location: Tri-Valley Area

Workshop: Healthy is the NEW High-Performance for Homes and Buildings

The recent wildfires, devastating to their specific areas, also created significant health concerns hundreds of miles beyond the burn area and reminded us how important air quality is to our health and well-being.  Air quality was in the unhealthy range for much of the Bay Area for several weeks and staying indoors did little to address the problem without specific high-performance air handling equipment.  And while air quality may be the most recent issue we’ve faced, water quality is a looming problem particularly in some parts of the country. 

What if our homes and buildings were designed to optimize the interior environment?  What if being inside meant the air and water were within healthy levels, the lighting was set to encourage productivity and sleep patterns, and the noise levels – even in open office plans – was controlled?  Enter the latest focus in high-performance homes and buildings:  creating an interior environment that is physically and psychologically healthy, and one that maximizes productivity. 

Join us for this 2-hour workshop and learn:

  • What is the effect on demand for both residential and commercial homes and buildings?
  • What are the new features of “healthy” buildings?
  • How do the new rating systems, WELL and Fitwel, work?
  • How do I analyze the value impact?

Workshop Presenters
Tim Runde, MAI, LEED AP - Runde & Partners
Stacey L. Thoyre, WELL AP - Runde & Partners

And now that you are already planning to be onsite, skip the traffic!  Stay and join us starting at 6:00pm for a brief chapter meeting that includes presentation of designation certificates to newly designated members, awarding local cash scholarships and the Installation of our 2019 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 2019 Nominating Committee.  Then enjoy great company, scrumptious complimentary appetizers; no-host/cash beverages will be available.

Central California Branch Chapter - "Simply Social"
Jan
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Seminar: Stats, Graphs and Data Science - Part I
Jan
30 - 31
Location: Radisson Hotel, Oakland

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.

Course: Advanced Market Analysis and Highest & Best Use
Feb
4 - 8
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

The 35-hour Advanced Market Analysis and Highest & Best Use 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. Combining the analytical processes of market analysis, highest and best use, and income valuation, this course is intended for those who have taken and passed the General Appraiser Market Analysis and Highest & Best Use course and have a thorough understanding of the mathematical and financial principles necessary to perform appraisals of income-producing properties.

The economic base of the community is explored, and it is used as the subject and example for both physical and economic forces that affect all communities and consequently all real estate.  The remainder of the course consists of four case studies (apartment and condominium conversion, retail, industrial, and land with potential for mixed-use development) that are intended to demonstrate both the power of fundamental market analysis and its application to highest and best use decisions.

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: General Appraiser Site Valuation & Cost Approach
Feb
11 - 14
Location: Lafayette Library and Learning Center, Lafayette


Intructor: Gary DeWeese, MAI

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.

NEW! Seminar: How Tenants Create or Destroy Value
Feb
22
Location: Oakland

Developer & Instructor(s): Gary DeWeese, MAI

Developed for appraisers with all levels of experience, this 7-hour seminar will explore the issues and challenges associated with valuing a tenant’s interest in a property. It will demonstrate how lease terms and market events impact value; describe the situations that require a valuation; explain methodologies to be employed in valuing leasehold interests; and identify the challenges facing appraisers performing this kind of assignment. 

This premiere offering is being sponsored by the Appraisal Institute National Headquarters.  For registration information or questions contact nationalprograms@appraisalinstitute.org or call (312) 335-4207. 
.
 

Central California Branch Chapter - "Simply Social"
Feb
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: National USPAP Update (7-Hour)
Feb
 

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. 

Attendees must bring their own copy of the 2018-19 version of USPAP to class. To purchase a copy from The Appraisal Foundation, go to this link: www.appraisalfoundation.org

Young Appraisal Professionals - "Simply Social"
Feb
 
Location: Walnut Creek

Are you an appraisal trainee, a recently designated member or consider yourself a young appraisal professional looking for a networking event geared specifically for you?  Well, you just found it!

Plan to meet up with us in Walnut Creek (exact brew pub to be announced) for no-host beverages and appetizers starting at 5:00pm!  We will hang out until whenever . . .

All are welcome to this new, fun, welcoming, casual, no pressure social event!  You get the picture - it's informal.

Questions?  Contact Matt Atwood

NEW! Course: Practical Applications in Appraising Commercial Green Properties
Mar
7 - 8
Location: Brandman University, Fairfield

Instructor(s): Tim Runde, MAI, LEED AP

This NEW two-day course introduces participants to a broad range of valuation problems encountered when appraising green commercial buildings, conventional buildings with green features, and conventional buildings in today’s markets that are increasingly influenced by sustainability and green building. Based on the Appraisal Institute’s new publication, The Valuation of Green Commercial Real Estate, participants will use real-world case study examples from a variety of property types to learn and apply credible valuation techniques for analyzing and reporting the degree to which green building and sustainability affect property value.

Structured around the application of the three approaches to value, participants will develop valuable insight and hands-on experience applying cost and income-based adjustments when sales data is lacking, identifying and analyzing rent and marketability premiums, evaluating operating cost impacts, and assessing risk effects. In addition, participants will learn how green building and sustainability affect scope of work development and highest and best use analysis for both green and conventional properties. The course also familiarizes participants with emerging topics such as net zero energy, distributed generation, wellness-based design and resilience.

Note. This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you'll need to successfully complete the program, click here.

BEST VALUE RATE: Register by January 11 and Save up to $150!
AI Designated Members, Candidates for Designation & Affiliates - $425
Standard / Non-AI - $525

Register by February 15
AI Designated Members, Candidates for Designation & Affiliates - $450
Standard / Non-AI - $550

Register after February 15
AI Designated Members, Candidates for Designation & Affiliates - $475
Standard / Non-AI - $575

2019 Annual Spring Conference
Mar
15
Location: DoubleTree Hotel , Modesto

Residential * Commercial * Agricultural 

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

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

NEW for 2019.  TGIF!  We are thrilled to host this event on a Friday and look forward to having you join us for post-conference networking with complimentary appetizers and no-host beverages.

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

  • Mike Belote, California Advocates
  • Rodman Schley, MAI, SRA - 2019 Appraisal Institute Vice President

Closing General Session
Appraising Damages After a Disaster: Valuation Issues When Mother Nature is Not Kind

Breakouts to include

  • Cannabis and the Appraiser:  Careful Considerations
  • Residential Hot Topics: From Forms to Beyond
  • Assessment Appeals & Issues
  • Ask the Experts
  • Central Valley Agricultural Market Overview
  • Commercial Market Overview
  • SGMA Water
  • It's All About Data: Residential Tools
  • Introduction to Vineyard Valuation 101

Panelists include

  • JP Shamshoian - 2019 Fresno Association of Realtors

 

Course: General Appraiser Income Approach Part 1
Mar
18 - 21
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

After a brief review and introduction, General Appraiser Income Approach/Part 1 opens with a graphic treatment of the time value of money, the six financial functions of a dollar, and important associated concepts. A thorough, detailed analysis of gross income including leases and the various expenses appropriately deducted from gross income follows, with realistic case studies of several income property types. Direct capitalization is then presented using overall capitalization rates, band of investment, and residual techniques. Substantial class time is devoted to practicing the taught concepts to prepare participant for the exam.

BEST VALUE RATE: Register by January 18 and Save up to $170!
AI Designated Members, Candidates for Designation & Affiliates - $625
Standard / Non-AI - $725

Register by February 18
AI Designated Members, Candidates for Designation & Affiliates - $675
Standard / Non-AI - $775

Register after February 18
AI Designated Members, Candidates for Designation & Affiliates - $695
Standard / Non-AI - $795

Board of Directors Meeting
Mar
21
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Mar
21
Location: Tri-Valley Area
Central California Branch Chapter - "Simply Social"
Mar
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: Real Estate Finance, Statistics and Valuation Modeling
Mar
28 - 29
Location: Lafayette Library and 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.

BEST VALUE RATE: Register by January 31 and Save up to $160!
AI Designated Members, Candidates for Designation & Affiliates - $415
Standard / Non-AI - $515

Register by February 28
AI Designated Members, Candidates for Designation & Affiliates - $445
Standard / Non-AI - $555

Register after February 28
AI Designated Members, Candidates for Designation & Affiliates - $475
Standard / Non-AI - $575

NEW! Seminar: How Tenants Create or Destroy Value
Mar
 
Location: TBD, South Bay / Silicon Valley

Developer & Instructor(s): Gary DeWeese, MAI

Developed for appraisers with all levels of experience, this 7-hour seminar will explore the issues and challenges associated with valuing a tenant’s interest in a property.

Topics include:

  • How the terms of a tenant’s lease impact value—either positively or negatively
  • Situations that require a valuation of a leasehold
  • Methodologies in valuing a leasehold, including examples and exercises
  • The impact of a leasehold in the valuation of property using all applicable approaches
  • Challenges facing appraisers performing leasehold valuation assignments

 

Central California Branch Chapter - "Simply Social"
Apr
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: Review Case Studies - General
Apr
 

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.

Course: Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
Apr
 

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.

The Northern California Residential Appraisal Conference
May
3
Location: Bay Area - TBA

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).  Our 2018 debut offering was a SELL-OUT! Don't get left behind in 2019 when our panelists will gear their timely presentations around residential market analysis.

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.

Topics

  • Expert Testimony and Jury Appeal
  • What Does Tindell v. Murphy Mean to You?
  • Dedication Requirements

Panelists include

  • Rich Matthews, Esq
  • Peter Catalanotti, Esq.
  • Robin Thornton, Greenan, Peffer, Sallander & Lally, LLP
  • Kevin Lally, Greenan, Peffer, Sallander & Lally, LLP
Board of Directors Meeting
May
16
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
May
16
Location: Tri-Valley Area
Central California Branch Chapter - "Simply Social"
May
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: General Appraiser Income Approach Part 2
May
 

Instructor:  Gary DeWeese, MAI

After a diagnostic quiz on the six financial functions of one and a brief review, General Appraiser Income Approach/Part 2 opens with a thorough treatment of discounted cash flow (DCF) analysis. Topics include identifying components of a DCF, projecting cash flows, analyzing leases, solving for value in a variety of common situations, and supporting the discount rate. The effects of debt financing including cash equivalence and equity analysis are covered in detail. Income patterns and property models including residual and other applications are followed by selecting and supporting the discount rate. Also presented are the strengths and weaknesses of direct and yield capitalization. The final section reviews and summarizes the mathematical concepts involved with income capitalization and prepares the participant for not only the course exam but also the certification exam.

Central California Branch Chapter - "Simply Social"
Jun
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: Litigation Appraising
Jun
 

This REVISED two-day course provides an overview of business opportunities in specialized types of litigation other than eminent domain in which the valuation of real estate is frequently an issue. Examples of topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation cases, income and estate tax disputes, and divorces. 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: Review Case Studies - Residential
Jun
 

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: Supervisory Appraiser / Trainee Appraiser
Jun
 

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.

Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
18 - 19
Location: Brandman University, Fairfield

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.

Board of Directors Meeting (via conference call)
Jul
25
Central California Branch Chapter - "Simply Social"
Jul
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

The Residential Symposium 2018 - All Day. All Residential.
Aug
2
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.

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!

Course: General Appraiser Report Writing & Case Studies
Aug
 

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.

Board of Directors Meeting
Sep
19
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Sep
19
Location: Tri-Valley Area
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!

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.

Seminar: Practical Highest & Best Use
Sep
27
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.

Course: Advanced Income Capitalization
Sep
 

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.

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.

2019 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
25
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.

Central California Branch Chapter - "Simply Social"
Oct
29
Location: Toledo's at Mission Village, Fresno
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.

Commercial Symposium 2019: Appraising Unique and Special Purpose Properties
Dec
6
Course: Advanced Concepts and Case Studies
Dec
 

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."

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.

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

Course: Business Practices and Ethics
Dec
 
Course: National USPAP Update (7-Hour)
Dec
 

We anticipate holding two offerings of this course in December 2019; locations to be determined.  These offerings will be based on the 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.