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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
September 2019
North Bay Branch Chapter Workshop & Networking Social - What's Up with North Bay Real Estate 2019 and Beyond?
Location: American AgCredit, Santa Rosa

The North Bay's favorite annual event returns!  Don't miss this 3-hour workshop that focuses on the specific issues and trends that affect the North Bay real estate market.

  • Update on the Commercial Real Estate Market in Sonoma County
  • Hear from Local Builders: Rebuilding the Areas of Santa Rosa Affected by the Fires
  • Update on the Residential Real Estate Market in Sonoma County

Panelists include
Nick Abbott - North Bay Property Advisors
Barry Palma
-  Senior Managing Director, Newmark Cornish & Carey North Bay
Annette Cooper -
Senior Real Estate Advisor, Keegan & Coppin
Keith Christopherson - Co-Founder, Christopherson Construction
John Allen - Chief Operating Officer, APM Homes
Rick Laws - Compass Real Estate
Ann Harris – Coldwell Banker

Limited Seating Still Available
Appraisal Institute Designated Members, Candidates and Affiliates - $80

Standard / Non-Appraisal Institute - $95

Board of Directors Meeting
Location: Holiday Inn - Dublin, Dublin
Silicon Valley Branch Chapter “Simply Social"
Location: Devil’s Canyon Brewery, San Carlos

Get Connected in the Mid-Peninsula!

Come one, come all!  Designed for residential and commercial real estate appraisers and allied real estate professionals who want to expand their networking and client opportunities.

Location:  935 Washington Street, San Carlos, CA

Time:  5:00pm until whenever (TGIF)

The Simple Details:  Buy-your-own-beer (or beverages) and appetizers. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!

Questions? Contact Clint Freeman, MAI.

Candidates' Guidance: Conversations Over Coffee
Location: Starbucks at Hacienda Crossings, Dubln

Thinking about a career in real estate appraising?  Or, maybe you are already licensed / certified and want to take your career to a higher level and work toward earning an Appraisal Institute Designation - the SRA, MAI, AI-GRS or AI-RRS?  Or, maybe now is the perfect time for you to complete the requirements for a 2nd (or even 3rd) AI Designation?

"I remember going to an event just like this when I was a candidate for my MAI and it was very helpful.  Not to mention, I met so many that were struggling with the same things that I was.  A great boost of encouragement was given by those that recently completed the process."

Plan now to join members of our Candidates' Guidance Committee for coffee and informal Q&A.  No reservations necessasry.  Come casual.  Come with your questions.  We will meet up starting at 9:00am at Starbucks (near the Regal Theater in the Hacienda Crossings Shopping Center), 4930 Dublin Blvd, Ste 500, in Pleasanton.  You'll beat the traffic and still have plenty of time to enjoy your Saturday!

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: Practical Highest & Best Use
Location: Lafayette Library and Learning Center, Lafayette

Developer and Instructor: John Urubek, MAI

A review appraiser, employed by a state-regulatory agency, commented in a USPAP class that highest and best use is the most deficient section in many appraisal reports.  Whenever a market value opinion is developed, USPAP S.R. 2-2(a) requires the report to "summarize the support and rationale" for the highest and best use conclusion. 

This seminar is intended to enhance USPAP compliance for both residential and commercial appraisers.   

Learning Objectives

  • Reviews many basic concepts of H&B use
  • Defines key terms like “support” and “reasonably probable”.
  • Clarifies the four test of H&B use.
  • Identifies the four components of a proper H&B use conclusion
  • Differentiates the four tests from the four conclusions
  • Identifies the five (5) most likely buyer types
  • Explores and develops supportable conclusions for nine atypical, real-world situations where H&B use was initially uncertain
  • Details practical procedures to help appraisers develop a proper H&B use conclusion for both typical and very atypical appraisal problems.

A well-organized, printed and bound handbook that is a replica of the PowerPoint is provided.  This 80+ page handbook will lessen in-class writing and assist the appraiser back at the office.  

Don't miss this practical seminar.  It will strengthen the logic and support in every-day appraisal reports.

Still Time to Secure Your Seat!
Appraisal Institute Designated Members, Candidates and Affiliates - $265
Standard / Non-Appraisal Institute - $295

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.

Course: Advanced Spreadsheet Modeling for Valuation Analytics
25 - 26
Location: NEW Location: Associated Right of Way Services, Pleasant Hill

Instructor: John Urubek, MAI

NEW LOCATION:  This offering has been moved to Associated Right of Way Services, 2300 Contra Costa Boulevard, Ste 525, Pleasant Hill, CA.

This two-day course will teach appraisers to prepare advanced analyses in a simpler manner and with fewer errors. It will appeal to participants with experience in market analysis and highest and best use and also those with experience in applying inferred market analysis. The focus is on problem solving and efficiency while uncovering some of the tools of the spreadsheet program that will strengthen an analysis and increase productivity. Participants will find the applications especially helpful in the areas of market analysis, feasibility analysis, and highest and best use. Gain techniques to solve real-world problems and develop best practices in modeling that can be applied in other situations.

Upon completion of the course, participants should be able to:
• Recognize best practices and what to consider in financial model development
• Demonstrate how and when to use defined names in cells and ranges
• Identify key inputs in maximum building-size calculations
• Describe how to use key features of a spreadsheet program to easily make complex calculations
• Identify key inputs in land residual analysis

Important note: This course includes the same content as the seminar of the same name. It is now in the Analytics for Valuation Professional Development Program and therefore, an exam was added. For more information, click here.

Only scheduled offering anywhere in the US for 2019
Appraisal Institute Designated Members, Candidates and Affiliates - $485
Standard / Non-Appraisal Institute - $585

2019 Annual Fall Conference: Real Estate and Appraisal Symposium
Location: South San Francisco Conference Center, So. San Francisco

2019 marks the 69th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference in the Bay Area.

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.

Opening Keynote: 
"NO QUICK FIXES: Housing Shortages, Homelessness, Climate Change and Sustainable Living - A Westerner's Perspective"

Rodman Schley, MAI, SRA

2019 Appraisal Institute National Vice President
Creator, Host and Executive Producer of URBAN CONVERSION
National Director, BBG Denver

Closing Session:
"ALL HANDS ON DECK! Solving the Bay Area Housing Affordability Crisis"

Oz Erickson, Chairman, Emerald Fund, Inc.
Jacky Morales-Fernand, Director, San Jose Department of Housing
Roger Snell, Chief Investment Officer, Veritas Investments

15 Breakout Topics include:

  • In the Zone: Opportunity Zones
  • Complex Valuation Issues in Ad Valorem
  • Bay Area Residential Market Update
  • Commercial: Tear-It-Down & Build-It-Up or Not! Costs, Values and Feasibility Considerations
  • Avoiding Perils and Pitfalls in Residential Appraisals
  • Restricted Appraisal Reports: What Appraisers Need to Know
  • Fee (Not So) Simple II
  • The 2020 Solar Mandate: New Requirements for California
  • Bay Area Commercial Market Update
  • The Changing World of Parking: Garages, Lots & Systems
  • Technology Updates for Every Size Office: Pratical Programs & Tips
  • Accessory Dwelling Units (ADU): Laws and Challenges of Valuing
  • Residential: Tear-It-Down & Build-It-Up - Costs, Values and Feasibility Considerations
  • Ask the Commercial Experts
  • Market Value of Ecological Assets

Presenters include:
William Coleman, EASI
Murray Hartmann. Supervising Appraiser Santa Clara County
Timothy P. Runde, MAI, LEED AP, Runde & Partners, Inc.
Stacey L. Thoyre, WELL AP, LEED Green Associate, Runde & Partners, Inc.
Denis A. DeSaix, MAI, SRA,  Principal, Metrocal Appraisal
Melissa J. Bach, MAI,
Executive Director, Valuation & Advisory | Dispute Analysis & Litigation Support
Stan Tish, MAI, Berliner Kidder and Tish
Matt Thomas, Chief Appraiser, San Francisco County Assessor's Office
Jeffrey Enright, MAI, CRE, SRA, AI-GRS, Managing Director, Shareholder, Valuation Advisory Services, Kidder Mathews
Richard M. Betts
Michelle Van De Pol, MAI,
SRA, MRICS, Managing Director, BBG Inc.
Jeff Ashlock, MAI, SRA, AI-GRS, AI-RRS
, Fremont Bank
Michelle Sklaver
, Manager Advisory, Meyers Research Advisory Team
Darryl Won, AVP,  Regional Chief Appraiser Valuation Advice/Risk Management & Mitigation Credit Strategies & Controls, Collateral Valuation
Erik Hayden, Founder and Managing Partner, Urban Catalyst
Bradley Wood, Managing Director, KPMG Economic and Valuation Services
Nathan Donato-Weinstein, Senior Executive Analyst, San Jose Office of Economic Development
Jacky Morales-Fernand, Director, San Jose Department of Housing
Dawn Cieslik, Supervising Appraiser, Santa Clara County Assessor’s Office
Virginia (Ginny) Hamley, Retired Chief Auditor-Appraiser, Santa Clara County Assessor’s Office
Neil Shah, Real Estate Analyst, Valbridge Property Advisors l Northern California
Robert Ludden, Chief Development Officer, Galileo Capri, LLC
Jennifer Hrynkiw, Chief Financial Strategist, Galileo Capri, LLC
Michael J. Carter, Appraiser
John A. Hillas, MAI, SRA, Managing Director, Valbridge Property Advisors

Over 200 confirmed registrants
Tuition fee includes

  • Continental breakfast
  • Lunch
  • Refreshments throughout the day
  • Admittance to the post-conference networking reception

Standard Conference Rate: $395

Gold Sponsors
- Valbridge Property Advisors l Northern California
- Kidder Mathews

Silver Sponsors
- Joseph J. Blake & Associates, Inc.
- ParcelQuest
- LIA Liability Administrators and Insurance Services

Bronze Sponsors
- First Federal Savings & Loan Association of San Rafael
- CoreLogic

NorCal Sponsors
- Colliers International
- Fremont Bank

Media Sponsor
- AppraisalToday

Become at 2019 Annual Fall Conference Sponsor - LEARN MORE