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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
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

  • Through the Eyes of a Reviewer: Practical Review Topics
  • 2-4 Units - Understanding the "How's:  How to Appraise, Conduct Rent Surveys and Develop GRMs
  • Complex Issues in Residential Valuation:  Chief Appraisers Roundtable
  • Lessons from the Field:  When Experience Becomes a Teachable Moment
  • Residential Appraisals for Casualty Loss:  A New Line of Business

Presenters include

Kathleen Fahey Poulton, SRA, AI-RRS - Manager of Appraisals, Fremont Bank
John Hibbard - Senior Appraiser, Meridian Valuation
Alex Gilbert - Senior Residential Appraiser, California Bank and Trust
Rebecca Frederick - Appraiser, Valbridge Property Advisors
Norm Hulberg, MAI - Senior Managing Director, Valbridge Property Advisors
Paul Chandler, MAI - CEO & Founder, The Property Sciences Group
Scott Yeargin, SRA - Yeargin & Associates LLC
Joe Pravettone - Appraisal Manager, American Advisors Group

BEST VALUE RATE:  Register by June 29 and Save up to $70!
Appraisal Institute Designated Members, Candidates and Affiliates - $190
Standard / Non-Appraisal Institute - $190

Register by July 20
Appraisal Institute Designated Members, Candidates and Affiliates - $215
Standard / Non-Appraisal Institute - $235

Register after July 20
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $260

Become a Symposium Sponsor - Learn More

Media Sponsor:
APPRAISAL TODAY

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!
Appraisal Institute Designated Members, Candidates and Affiliates - $425
Standard / Non-Appraisal Institute - $525

Register by July 22
Appraisal Institute Designated Members, Candidates and Affiliates - $450
Standard / Non-Appraisal Institute - $550

Register after July 22
Appraisal Institute Designated Members, Candidates and Affiliates - $475
Standard / Non-Appraisal Institute - $575

Tuition fees listed above do not included the required text 
Business Enterprise Value Anthology, 2nd ed  (2011).


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!

  • Vineyard Valuation 101
  • Vineyard Development & Management
  • Speculative Plantable Land . . . A Cautionary Tale
  • Wine Market Update
  • Acquisitions - The Art of the Deal

- Plus -
Attendees will have an opportunity to get out into the vineyard and hear from a Vineyard Manager

Presenters include
Maria Camozzi
, Anerican AgCredit
Mark Gregg, ARA, American AgCredit
Duff Bevill, Founder & Partner, Bevill Vineyards
Pete Opatz, Route 128 Winery
Cort Munselle, Owner, Munselle Civil Engineering & Land Surveying
Dave Holt, MAI, ARA, Agri-Comm Appraisal, LLC
Tony Correia, ARA, MRICS, The Correia Company
Erik Roget, AFM, ARA, RPRA, Director Acquisitions & Asset Management at UBS
Josh Grace, Managing Director, International Wine Associates

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!
Appraisal Institute Designated Members, Candidates and Affiliates - $625
Standard / Non-Appraisal Institute - $725

Register by August 10
Appraisal Institute Designated Members, Candidates and Affiliates - $675
Standard / Non-Appraisal Institute - $775

Register after August 10
Appraisal Institute Designated Members, Candidates and Affiliates - $695
Standard / Non-Appraisal Institute - $795

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.

EARLY REGISTRATION REQUIRED: Demand is High!
Appraisal Institute Designated Members and Candidates - $800
Standard / Non-Appraisal Institute - $1,100

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

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.

 

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

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.

BEST VALUE RATE:  Register by July 31 and Save up to $170!
Appraisal Institute Designated Members, Candidates and Affiliates - $625
Standard / Non-Appraisal Institute - $725

Register by August 31
Appraisal Institute Designated Members, Candidates and Affiliates - $675
Standard / Non-Appraisal Institute - $775

Register after August 31
Appraisal Institute Designated Members, Candidates and Affiliates - $695
Standard / Non-Appraisal Institute - $795

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
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.

Special Guest
Jefferson Sherman, MAI, AI-GRS
2019 Appraisal Institute National Vice President

Presenters include
Peter Christensen, General Counsel, LIA Administrators & Insurance Services
Phil Ting, California Assemblyman 19th District (Western SF / Northern San Mateo)
Carmen Chu, Assessor, City and County of San Francisco
Larry Stone, Assessor, County of Santa Clara
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.
Ryan Lundquist, Lundquist Appraisal Company
Arlen Mills, MAI, SRA, The Mills Company
Richard M. Betts, MAI, SRA, ASA (retired)
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

Topics include

  • Different Rules in Different Courts
  • Land Residual Model Valuation
  • How to Effectively Measure Buildings: Methods & Tools
  • Removing Intangibles from Assessments
  • Mastering the Marshall & Swift Cost Handbook
  • Ethical Considerations
  • Using Excel in Residential Appraisals
  • Bay Area Commercial Development Update
  • Residential Market Update
  • Building Bootcamp: Reshaping the Interior Environment
  • Appraising Mixed-Use Properties: Income Valuation
  • ANSI Standards for Single Family Measurement
  • California Property Tax Update:  Efforts to Amend Prop 13
  • Do I Owe or Am I Owed?  Appraiser Liability and Independent Contractors
  • Made in the Bay: Maker Space and the New Industrial Renaissance
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
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
Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
 

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 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. 

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!

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