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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.
October 2019
Silicon Valley Branch Chapter “Direct Caffeination"
Location: Crystal Springs Starbucks, San Mateo

Are you an early riser? Join us the first Monday of every month at 7AM at the Crystal Springs Starbucks.  It's informal, it's casual, it's strictly a buy-your-own coffee, chat and meet other local appraisers kind of deal, targeted at those of us that are up and working early. All are welcome to attend.

Location: Crystal Springs Starbucks, 111 De Anza Blvd., San Mateo, conveniently located at the intersection of SH-92 and I-280.

Questions? Contact Clint Freeman, MAI.

Sacramento-Sierra Chapter's 2019 Lake Tahoe Conference
10 - 11
Location: Harrah's Lake Tahoe

Still time to head to the Sierra's and attend the Sacramento-Sierra Chapter's Annual Lake Tahoe Conference.

Topics include:

  • Casino / Resort & Gaming Industry Update: Hotel Feasibility Analysis
  • Short Term Rental Update
  • Appraisal Threshold Requirement Increase & State Legislative and Regulatory Updates
  • Natural Disasters on Real Estate Values & Insurance Rates
  • The Future of Automation in the Appraisal Industry
  • This Nuts:  Into the Gullet of Almond Microculture
  • Cannabis and Its Impact on Associated Real Estate

Appraisal Institute - $440
Non-Appraisal Institute - $455

This offering is sponsored by the Sacramento-Sierra Chapter of the Appraisal Institute.  For questions or more information contact jenny@sac-ai.org or call (916) 972-9700.


Course: Business Practices and Ethics
Location: Lafayette Library and Learning Center, Lafayette

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

Business Practices and Ethics is an important course that provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

NOTE: The AQB and BREA have approved this course for 6 hours of CEC.

Limited Seating - Less than 3 Spots Available
Appraisal Institute Designated Members, Candidates and Affiliates - $285
Standard / Non-Appraisal Institute - $310

New Appraisal Professionals "Simply Social"
Location: Fieldwork Brewing Company, San Ramon

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

Meet up with us at Fieldwork Brewing Company, 6000 Bollinger Canyon Road, Suite 1206 in San Ramon for no-host beverages and appetizers starting at 5:30pm!  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

Seminar: Stats, Graphs and Data Science - Part I
23 - 24
Location: Brandman University, Fairfield

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.

This Educational Program (Program) was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The Appraisal Institute does not publish examination review materials. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

Central California Branch Chapter - Chapter Meeting & "Simply Social"
Location: Toledo's at Mission Village, Fresno
Economic & Real Estate Forecast 2020-2025
Location: St. Mary's College - Soda Center, Moraga

St. Mary's College of California - School of Economics and Business Administration (SMC/SEBA) Finance Club invites you to join them from 5:00-7:30pm for a Reception & Networking followed by Speakers and Q&A.

The economy is top of mind in the news as some economic indicators have decidedly turned negative.  Meanwhile, job growth and spending remain sound.  Have we finally reached the end of a long economic cycle?  Hear from the experts what indicators they’re watching, where real estate opportunities remain and what key risks are lurking. 

Vanessa Gutierrez
Elizabeth Davis - Dean SEBA
Aly Henry - President Finance Club

Program Speakers:
Dr. Jack Rasmus, SEBA Economics Professor
Robert Sammons, Research Director Cushman & Wakefield
Colin Yasukochi, Director Research and Analysis, CB Richard Ellis
Nicole O'Keefe, Senior Market Analyst, Kidder Mathews
Heather Belfor, Research Manager Silicon Valley, Jones Lang LaSalle
Albert Nguyen, President Elect, SMC SBA Finance Club

Sponsors include:

  • Appraisal Institute - Northern California Chapter (AI)
  • Financial Women San Francisco (FWSF)
  • Stanford Professionals in Real Estate (SPIR)
  • Counselors of Real Estate (CRE)
  • Royal Institute of Chartered Surveyors (RICS)
  • CB Richard Ellis (CBRE)
  • Kidder Mathews
  • Cushman & Wakefield (C&W)
  • Jones Lang LaSalle (JLL)
  • Institutional Real Estate Inc. (IREI)
  • Mechanics Bank
  • SEBA Economics Club
  • Institutional Real Estate Inc. (IREI)
  • Menlo College Real Estate Program
  • Certified Commercial Investment Member (CCIM)
  • New York Life

This event is being hosted by St. Mary's College of California - School of Economics and Business Administration (SMC/SEBA) Finance Club.  For more information contact: Dr. Lawrence A. Souza (Advisor) Cell/Text: (415) 713-0213 Email: Lsouza@ JohnsonSouzaGroup.com; Aly Henry (President Finance Club) Cell/Text: (925) 951-7448 Email: akh3@ stmarys-ca.edu.  Registration is free for those who pre-register.  NOTE:  Neither Appraisal Institute nor BREA CEC is availble for this offering.