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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.
July 2019
Board of Directors Meeting (via conference call)
Jul
17
Course: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets
Jul
18 - 19
Location: Brandman University, Fairfield

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.  All students are required to come to class with the text A Business Enterprise Value Anthology, 2nd ed (2011); it can be ordered online at the time of registration or directly from the Northern California Chapter Office - 925/932-7753.  The text is not included in the tuition fee; it sells for $45.

LIMITED SEATING - Only remaining 2019 West Coast Offering
AI Designated Members, Candidates for Designation & Affiliates - $485
Standard / Non-AI - $585

Monterey Bay Branch Chapter Workshop & Networking Social: Understanding Legal Parcels and Descriptions: "So What Makes it Legal?
Jul
25
Location: Nicholson Vineyards Winery, Aptos

California not only maintains the most complex and far-reaching land regulations in the nation: it is also the only one of 50 states that has state-mandated land use regulations and procedures, which are in addition to local county, city and other regulatory ordinances.

There is widespread confusion regarding what constitutes a legal parcel. While California’s Subdivision Map Act provides a legal framework, it’s not so simple to navigate the SMA’s complexities.  This presentation will inform attendees’ understanding of significant considerations pertaining to legal parcels, which are a critically important element in real property appraisals and Market Value.  

In this 3 hour workshop, an appraiser who brings more than 4 decades of experience in land valuation will to offer an engaging review of all you need to know about legal parcels, legal subdivisions, legal descriptions, and related issues.

  • History of Land Ownership in the U.S. and California
  • What is PLSS?  Lot & Block? Metes and Bounds?
  • Tract Map vs. Parcel Map vs. Record of Survey
  • The difference between and Assessor's Parcels and Legal Parcels
  • Significant elements of California's Subdivision Map Act
  • About legal non-conforming parcels and merger provisions
  • Units of lengths (rods, chains, links, varas)
  • How to read legal descriptions
  • How curves are legally described
  • How to draw a legal description
  • Useful computer programs

Presenter
Neil A. Lefmann, MAI, SRA - Senior Appraiser, Valbridge Property Advisors

Don't Miss this Back by Popular Demand Offering
Appraisal Institute Designated Members, Candidates and Affiliates - $50
Standard / Non-Appraisal Institute - $65


Golden Gate Branch Chapter "Simply Social"
Jul
29
Location: DaDa Bar, San Francisco

The Golden Gate Branch Chapter is gearing up for a summer networking social in the Financial District.  Join us starting at 5:00pm at DaDa Bar (located at 65 Post Street) for appetizers and no-host beverages.  All are welcome!  Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Questions? Contact Tim Landregan, MAI.

Central California Branch Chapter - "Simply Social"
Jul
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. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

The Residential Symposium 2019 - All Day. All Residential.
Aug
2
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.

Accessory Dwelling Units – Laws and Practical Valuation Methods
- Patrick Collins, Hausable
- Amy E. Million
, Principal Planner, City of Dublin

Non-Lender Work in a Box – Developing NEW Clients
- Jennifer Supman, Esq., Manning & Kass
- Ted Zouzounis, CLU,
NFP CA Insurance Services, Inc.

Lessons from the Field - Top Producer Spotlight
- Michael Barker, Senior Appraiser, Property Sciences

Rise Above the Competition - Income Approach – Focus on 2 to 4 units
- Scott Yeargin, SRA, Senior Residential Appraiser

Highest and Best Use – SFR Case Studies
- Julie Friess, SRA

Additional panelists to be announced

These Topics are Gaining Nationwide Attention for Good Reason - Secure Your Seat Today!
AI Designated Members, Candidates for Designation & Affiliates - $245
Standard / Non-AI - $265

Become a Symposium Sponsor - Learn More
Media Sponsor - Appraisal Today
Silver Sponsor - DataMaster