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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.
December 2019
Silicon Valley Branch Chapter “Direct Caffeination"
Dec
2
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.

Course: Advanced Concepts and Case Studies
Dec
5 - 11
Location: Lafayette Library and Learning Center, Lafayette

Instructor(s): Gary DeWeese, MAI

" . . . the best course that a designated or advanced commercial appraiser can take to learn current state of the art appraisal practice from complex case studies."

Ask yourself, are you ready to challenge yourself to learn something . . . New?
This course implements a blended learning approach, which includes a pre-class, two-hour online session combined with 35 hours of traditional classroom education and wraps up with a three-hour exam on the sixth morning. Advanced Concepts and Case Studies synthesizes basic and advanced valuation techniques taught in previous courses, and addresses consistent treatment of the three valuation approaches for various valuation problems. Case studies teach participants how to address common but complex appraisal issues, including a leased fee not at market rent, a proposed property, a property in a market not at equilibrium, and a subdivision. The course emphasizes the need to test the reasonableness of conclusion in an appraisal. Like all advanced education courses sponsored by the Appraisal Institute, the course naturally reviews many concepts taught in previous courses.

Course will run Thursday - Saturday and Monday - Tuesday, December 5-7 and December 9-10; no instruction on Sunday, December 8.  The final 3-hour exam will be given on Wednesday, December 11.

Please review the FAQs for important information regarding registration; mandatory diagnostic test; online session; and course equivalencies. Click here.

NEW!  Effective 10/01/19 tuition rate listed below includes the downloadable course handbook materials.  Additional fee(s) apply for those who want the printed course handbook pre-shipped.  Shipping fee determined at time of online checkout.

EARLY REGISTRATION REQUIRED
Appraisal Institute Designated Members and Candidates - $850
Standard / Non-Appraisal Institute - $1,200


Course: National USPAP Update (7-Hour)
Dec
5
Location: University of Phoenix, Salida (Modesto Area)

Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS

This offering will be based on the recently released 2020-21 version of USPAP.

This one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement.

Click here to order your copy of 2020-21 USPAP directly from The Appraisal Foundation; this publication is not included with the tuition fee.

NEW!  Effective 10/01/19 tuition rate listed below includes the downloadable course handbook materials.  Additional fee(s) apply for those who want the printed course handbook pre-shipped.  Shipping fee determined at time of online checkout.

Save up to $65 - Register by 11/27
Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $260

Register after 11/27
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $285

Commercial Symposium 2019: Appraising Unique and Special Purpose Properties
Dec
6
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

This symposium will explore unique property valuation problem through expert presentations and case studies. An overview of valuation issues related to going-concerns will be explored. Both tangible and intangible property rights will be discussed and examples will be provided. Presentations will include movie and production studios, food truck and commissary service facilities, amusement parks, movie theatres, bowling alleys, retail fuel properties, hospitality, houses of worship and big box retail. Adaptive reuse of properties nearing the end of their useful life will also be discussed. Trends in these unique properties will be discussed, including an outlook for each specialty property. Oftentimes these unique properties comprising going-concern and intangible value present challenging tax scenarios that will also be explored. Panelists will seek to inform you about the most up-to-date current and proposed tax litigation may impact your scope of work.

Topics include

  • Service Stations & Car Washes
  • Amusement Parks & Production Studios
  • Food Businesses & Commissaries
  • Hospitality: Hotels & More!
  • Big Box Transaction Insights
  • Adaptive Reuse of Existing Real Estate

Panelists include
Douglas Nason, ASA, FRICS, Senior Vice President / Regional Appraisal Director - Western Region, Wells Fargo Real Estate Technical Services Group (REVS-RETECHS)
L. Deane Wilson, MA, ASA, Managing Partner, The Blackwell Group
Stephen Bethel, MAI, MA, BA, National Director, Frazier Capital Valuation
Ariana Arredondo, MAI, Director, Frazier Capital Valuation - SF
Anthony J. D’Angelo III, MAI, Managing Director - Real Estate Valuation Group, Marshall & Stevens Inc. Los Angeles Office
Suzanne Mellon, MAI, CRE, FRICS, ISHC, Senior Managing Diretor, HVS
Nancy Welsh, MAI, MRICS, Senior Director, Cushman & Wakefield
Dane Anderson, MAI, CCIM, Director, RERC - a SitusAMC Company


Save up to $85 - Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $260
Standard / Non-Appraisal Institute - $295

Register after 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $300
Standard / Non-Appraisal Institute - $345


Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
12
Location: Campbell Community Center, Campbell

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the 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.

BEST VALUE RATE:  Save up to $60 - Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $115
Standard / Non-Appraisal Institute - $135

Register by 12/06

Appraisal Institute Designated Members, Candidates and Affiliates - $130
Standard / Non-Appraisal Institute - $150

Register after 12/06
Appraisal Institute Designated Members, Candidates and Affiliates - $160
Standard / Non-Appraisal Institute - $175

Course: National USPAP Update (7-Hour)
Dec
13
Location: Campbell Community Center, Campbell

Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS

This offering will be based on the recently released 2020-21 version of USPAP.

This one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement.

Click here to order your copy of 2020-21 USPAP directly from The Appraisal Foundation; this publication is not included with the tuition fee.

NEW!  Effective 10/01/19 tuition rate listed below includes the downloadable course handbook materials.  Additional fee(s) apply for those who want the printed course handbook pre-shipped.  Shipping fee determined at time on online checkout.

BEST VALUE RATE:  Save up to $90 - Register by 11/22
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-Appraisal Institute - $235

Register by 12/06

Appraisal Institute Designated Members, Candidates and Affiliates - $220
Standard / Non-Appraisal Institute - $260

Register after 12/06
Appraisal Institute Designated Members, Candidates and Affiliates - $240
Standard / Non-Appraisal Institute - $285