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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
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: Basic Appraisal Procedures
Oct
2 - 5
Location: CalTrans District Office, Oakland

Instructor(s):  Lance W. Dore, MAI

Apply the principles and concepts learned in Basic Appraisal Principles. This four-day course takes you step-by-step through the valuation process:

• Defining the problem
• Collecting and analyzing data
• Reaching a final opinion of value
• Communicating the appraisal

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.

Limited Seating Available
Appraisal Institute Designated Members, Candidates and Affiliates - $695
Standard / Non-Appraisal Institute - $795

East Bay Branch Chapter Networking Lunch
Oct
10
Location: Walnut Creek

Get Connected in the East Bay!

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

Location and additional details to be announced.

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.

Opening Keynote
The Triple Win: Economic, Environmental and Public Health

R. Mark Fenton
Adjunct Associate Professor at Tufts University’s Friedman School of Nutrition Science and Policy, Transportation, Planning, and Public Health Consultant, Author, former PBS Television Host, and Active Transportation Advocate

Closing General Session
California's Proposition 13 at 40:  Where Are We Now and Where Are We Going?

Carmen Chu, Assessor-Recorder, City and County of San Francisco
Larry Stone, Assessor, County of Santa Clara
Mark Church, Assessor, County of San Mateo
Phil Ting, California Assemblymember, District 19 - San Francisco

Special Guest
Jefferson Sherman, MAI, AI-GRS
2018 Appraisal Institute National Vice President

Presenters include
Peter Christensen, General Counsel, LIA Administrators & Insurance Services
Norm Hulberg, MAI, Senior Managing Director, Valbridge Property Advisors
Gary DeWeese, MAI, Real Estate Strategic Solutions
Tim Runde, MAI, LEED AP, Runde & Partners, Inc.
Stacey Thoyre, Runde & Partners, Inc.
Kate Sofis, Founder & CEO, SFMade
Cris O'Neall, Esq., Greenberg Traurig LLP
Ryan Lundquist, Lundquist Appraisal Company
Arlen Mills, MAI, SRA, The Mills Company
Richard M. Betts, MAI, SRA, ASA, Betts and Associates
Craig Owyang, MAI, SRA, AI-GRS, AI-RRS, Craig Owyang Real Estate
Mark Ritchie, President, Ritchie Commercial / Ritchie Asset Management Co.
John A. Hillas, MAI, SRA, Managing Director
Mary O'Neill, Principal Appraiser, O'Neill & Associates
Kathleen Fahey Poulton, SRA, AI-RRS, Manager of Appraisals, Fremont Bank
Paul Zeger, Founding Partner, Polaris Pacific
Melissa Bach, MAI, Executive Director, Cushman & Wakefield
Suzanne Mellen, MAI, CRE, FRICS, ISHC, Senior Managing Director, Practice Leader, HVS
Jan Kleczewski, MAI, FRICS, Senior Managing Director, BBG
Walt Carney, MAI, Senior Managing Director, Valbridge Property Advisors
Ellen Mazzoni, Alain Pinel Realtors
Charles A. Hansen, Esq., Wendel Rosen Black & Dean LLP

Topics include

  • Different Rules in Different Courts
  • Advanced Land Valuation: Land Residual Technique
  • Ask the Experts
  • Removing Intangibles from Assessments
  • Mastering the Marshall & Swift Cost Handbook
  • Ethical Considerations: You, Your Client and the Public
  • Residential Power Tools: Using Excel in Residential Appraisals
  • Bay Area Commercial Development Update
  • High-End Residential: How High Can We Go?
  • Re-Shaping Real Estate to Maximize Health and Productivity
  • Walk this Way: Building Walkable Communities
  • Residential Square Footage Standards:  Surprise - They Exist!
  • Do I Owe or Am I Owed?  Appraiser Liability and Independent Contractors
  • Made in the Bay: Maker Space and the New Industrial Renaissance
  • Residential Marketing: Expanding Beyond Mortgage Work

Become a Conference Sponsor - Learn More

PLATINUM SPONSOR
LIA Administrators and Insurance Services

GOLD SPONSOR
Valbridge Property Advisors | Northern California

SILVER SPONSORS
BBG
Joseph J. Blake and Associates, Inc.
ParcelQuest

BRONZE SPONSOR
First Federal Savings and Loan of San Rafael

NorCal SPONSOR
Chapman and Patton
Colliers International

MEDIA SPONSOR
Appraisal Today

SAVE up to $60
Register by September 28 - $330


Register after September 28 - $390

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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

North Bay Branch Chapter Workshop and Networking Social: Whats Up with North Bay Real Estate - 2018 and a Sneak Peek at 2019?
Nov
1
Location: American AgCredit, Santa Rosa
Course: Review Theory - General
Nov
5 - 9
Location: Brandman University, Fairfield Area

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

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.

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

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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Course: General Appraiser Sales Comparison Approach
Nov
27 - 30
Location: Lafayette Library and Learning Center, Lafayette

Instructor: Gary DeWeese, MAI

General Appraiser Sales Comparison Approach is an in-depth look at this valuation analysis method. It begins with detailed discussions of property comparability, techniques used to gather and verify data for a subject property, and use of this data in selecting appropriate comparable properties and neighborhoods for analysis in the approach. The course explores ways to sort and analyze data and effectively apply certain statistical analysis tools. Quantitative and qualitative analysis of comparable sales using units and elements of comparison is approached through extensive practice problems, case studies, and lecture.

BEST VALUE RATEl Register by September 21 and Save up to $170!
Appraisal Institute Designated Members, Candidates and Affiliates - $625
Standard / Non-Appraisal Institute - $725

Register by October 26
Appraisal Institute Designated Members, Candidates and Affiliates - $675
Standard / Non-Appraisal Institute - $775

Register after October 26
Appraisal Institute Designated Members, Candidates and Affiliates - $695
Standard / Non-Appraisal Institute - $795

Registration will remain open until the couse sells out; discounts only apply through dates listed.

 

Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Nov
30
Location: San Francisco Bay Area - TBD

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
The NEWLY 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: 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
Appraisal Institute Designated Members and Candidates - $800
Standard / Non-Appraisal Institute - $1,100

Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
7
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

  • Appraising Churches and Religious Facilities

Panelists
Jim Amorin, CEO, Appraisal Institute
Stan Tish, MAI, Berliner Kidder & Tish
Karen Mann, Mann & Associates Real Property & Expert Witness Valuation

Seminar: Stats, Graphs and Data Science - Part I
Dec
10 - 11
Location: San Jose

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CDEI

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: Registration for this program is handled directly through valuemetrics.info or 619/297-6816.

Board of Directors Meeting
Jan
17
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social
Jan
17
Location: Tri-Valley Area

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.

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.

Course: Residential Market Analysis and Highest & Best Use
Jan
 

This two-day course provides a fresh look at the relationship between market analysis and highest and best use. Discover where to find the information you need to make a highest and best use decision and how to interpret the information you find. Learn how to read and map a market area for a subject property and discover the essential links between market analysis, highest and best use analysis, and the three approaches to value (cost, sales comparison, and income capitalization). Gain practical experience by solving highest and best use problems similar to problems you might encounter in the real world. Theory is translated into practice through extensive and varied classroom activities encouraging you to become actively involved in applying concepts to real-world situations.

Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as residential market analysis and highest and best use.

 

 

Course: Valuation of Conservation Easements - - - Recently Updated Version
Jan
 

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.

NEW! Seminar: How Tenants Create or Destroy Value
Jan
 

Developer & Instructor(s): Gary DeWeese, MAI

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. 

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!

Course: Real Estate Finance, Statistics and Valuation Modeling
Apr
 

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.

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