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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.
January 2019
Course: Valuation of Conservation Easements - - - Recently Updated Version
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
Location: Tri-Valley Area
Workshop, Chapter Business Meeting & Networking Social: "Healthy is the NEW High-Performance for Homes and Buildings"
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"
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
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.