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Education / Events

The Northern California Chapter is open for business! Our Chapter is comprised of appraisal professionals you know and trust. Education is the core service we provide, and we're in the process of adapting our education to virtual programs to meet Stay in Place (SIP) requirements.

We look forward to and will continue to provide the “live” high-quality education that the appraisal community has depended upon for nearly 100 years once these regulations are lifted and it is safe for everyone to gather in person again.

  • 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.
October 2016
Course: The Appraiser as an Expert Witness
Course: Basic Appraisal Principles
11 - 14
Location: CalTrans Manchester Office, Fresno

Instructor(s): Arlen C. Mills, MAI, SRA

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

Go Green and SAVE an ADDITIONAL $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

AI Designated Members, Candidates for Designation & Affiliates - $620
Standard / Non-AI - $720

ASFMRA California Chapter presents 2016 Fall Meeting
18 - 21
Location: Oxford Suites Hotel, Chico

The California Chapter of the American Society of Farm Managers and Rural Appraisers is gearing up to present their 2016 Fall Meeting.  The 4-day program includes continuing education classes for appraisers, managers & consultants plus installation, student reception, awards and ag tour.  Attendees can choose which specfic events they want to attend:

  • Valuation of Lease Interests
  • Succession Planning in Agriculture
  • The Appraisal of Permanent Plantings in Changing Markets
  • Personalities in Agriculture and Business
  • Student Reception
  • Fall Meeting Ag Tour
  • Member Meeting & Installation / Awards Dinner

For questions or more information about this ASFMRA sponsored event contact info@calasfmra.com or 209/368-3672.

2016 Annual Fall Conference: Real Estate & Appraisal Symposium
Location: San Francisco Marriott Marquis, San Francisco

Over 265 have already registered!
Don't Miss Out on this Exceptional Event - Still Time to Secure Your Space

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.

Keynote Speaker
Liz Laderman
Senior Economic Outreach Economist
Economic Education and Outreach Department of the Federal Reserve Bank of San Francisco
“The U.S. Economy and the San Francisco Fed’s Outlook”

Topics include

  • Limitations Unlimited: Appraising Fractional Interests in Closely-Held Real Estate Holding Entities
  • Hands Off My Intangibles! Business Value in Real Property
  • Commercial Market Update
  • Residential Market Update
  • Adding Value to Multifamily Assets: Analysis and Prospects
  • Billboards and Cell Towers:  Do I Have to Appraise THAT, Too?
  • A House Divided: Residential Appraisals for Litigation - Review & Preparation
  • Can I Get a Witness?  An Introduction to Litigation Appraisal
  • A Taxing Situation: Appraisal Reports Submitted to the IRS
  • Understanding and Valuing High Performance Properties
  • Beyond Metes and Bounds: Preliminary Title Reports 101
  • Understanding Non-Lender Valuation Assignments - Rules, Laws & Standards

Panelists include
Christian Losness, The Losness Group, Apartment Broker
Jeffery Zell, Zell and Associates, Inc., Apartment Management
Robert Sammons, Cushman & Wakefield, Regional Director Northwest U.S. Research
Andrew Nelson, Colliers, Chief Economist
Ben Hoen, Lawrence Berkeley National Laboratory, Staff Research Associate, Electricity Markets and Policy Group
Jamie Johnson, Energy Sense Finance, Founder
Tim Runde, MAI, LEED AP, Runde & Partners, Inc., President
Ron Ceruti, ENVRS
Brett I. Reynolds MAI, CCIM, Colliers - Valuation & Advisory Services, Valuation Services Director
Nicholas P. Cadigan, MAI, Valbridge Property Advisors, Sr. Appraiser
Jennifer Cossette, ASA, Pluris Valuation Advisors, Vice President
Lou Garone, MAI, SRA, AI-GRS
Simon Offord, Esq.,
Law Office of Peter N. Brewer
Yvonne J. Broszus, MAI
, Valbridge Property Advisors/Hulberg & Associates, Director
Robert Cruz, Intero Real Estate Services, a Berkshire Hathaway Affiliate, Regional Vice President
Nils Ratnathicam, The Rincon Group, Apartment Investor and Lender
Cris K. O'Neall, Greenberg Traurig, LLP, Shareholder
Deane Wilson, MA, ASA, The Blackwell Group, Managing Partner
Craig Cooper, Office of the Sonoma County Assessor, Supervising Appraiser
Tom Poser, Jones Lang LaSalle
Paul Chandler, MAI, Property Sciences Group, Inc., Founder & CEO
Arlen C. Mills, MAI, SRA, The Mills Company, Principal
Stan Tish, MAI, Berliner Kidder & Tish
Greg Monteverde, Santa Clara County Assessor’s Office, Chief Appraiser
James Gavin, MAI, Duff and Phelps, Managing Director San Francisco Real Estate Services Group
Peter Christensen, LIA, Administrators & Insurance Services, General Counsel
Benjamin Scott,  Advent Properties, Realtor (R), CCRM, Founder/CEO
Stephen Wagner, MAI, SRA, AI-GRS, Appraisal Institute, National 2017 VP Elect
Amy Hopkins, Jones Lang LaSalle Brokerage, Inc., Vice President, Retail Brokerage
Jeffrey Haskell, NorthMarq Capital, Senior Vice President – Managing Director

Sponsorships Available - Learn More.

Silver Sponsors
Liability Administrators & Insurance Services
Joseph J. Blake and Associates
Bradford Technologies

Bronze Sponsors
Berliner Kidder & Tish
Valbridge Property Advisors l Hulberg & Associates
Property Sciences
Integra Realty Resources - SF
FNC, Inc.

NorCal Sponsor
RowLand Valuation
Kidder Mathews

Media Sponsor
Appraisal Today

ASA Northern California Chapter presents ARM204 - Appraisal Review & Management
20 - 23
Location: Hyatt House, Emeryville

During this 4-day course presented by ASA Northern California Chapter, attendees will Participate in an depth review and application of the concepts learned in ARM201 including the Scope of Work Rule, Ethics Rule, Competency Rule, and USPAP Standard 3; Learn the appraisal management concepts that pertain to the USPAP Record Keeping Rule and the appraiser’s responsibilities under USPAP when working with other valuation professionals; and Write their own appraisal review report in compliance with USPAP Standard 3 and have a working knowledge of what a compliant appraisal review report is supposed to look like for their particular situation.  For questions or additional information contact the ASA Northern California Chapter or call 415/766-2272.

Course: Basic Appraisal Procedures
25 - 28
Location: CalTrans Manchester Office, Fresno

Instructor(s): Terry Bernhardt, JD, SRA, AI-RRS

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.

Go Green and SAVE an ADDITIONAL $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

AI Designated Members, Candidates for Designation & Affiliates - $620
Standard / Non-AI - $720

Seminar: Residential Applications Part 2 - Using Microsoft Excel to Analyze and Support Appraisal Assignments Results
Location: NEW Location: ARWS Conference Room, 2300 Contra Costa Boulevard, Ste 525, Pleasant Hill

Instructor(s): Dean Zantow, SRA

IMPORTANT CHANGE:  This offering has been moved from Fairfield to Pleasant Hill

Fannie Mae's Collateral Underwriter (CU) requirement requires residential appraisers to prove their adjustments. This seminar provides the knowledge needed to do just that!

"The seminar is exactly what residential appraisers need today to understand how CU works, since it explains linear regression using their own MLS data combined with Excel. It gives them the tools to use regression in their own markets to understand what Fannie Mae's CU will be generating for typical adjustments."
Craig Steinley, SRA, AI-RRS

Building on the skills and techniques highlighted in Residential Applications Part 1: Using Technology to Measure and Support Assignment Results, this practical, hands-on seminar provides residential appraisers with an additional set of technological tools to measure and support work results that will increase client satisfaction.

Learn how to create charts, graphs, and tables to provide market-derived support for the following appraisal issues: neighborhood age and sale price, neighborhood predominant age and sale price, exposure time, gross living area adjustments, site value and site adjustments, stigma, external obsolescence, liquidation value, and market analysis using the Fannie Mae 1004MC. Immediately use your seminar handbook full of examples and step-by-step instructions for later reference. This could be one of the most valuable residential seminars you have ever taken!

Go Green and SAVE $15 on the tuition fees listed below
Simply select the DOWNLOAD ONLY version of materials at time of initial online registration
Note: Hardcopy materials will not be available when selecting the "download only" option

AI Designated Members, Candidates for Designation & Affiliates - $265
Standard / Non-AI - $290