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Education / Events

The Northern California Chapter is open for business! Our Chapter is comprised of appraisal professionals you know and trust. Education is the core service we provide, and we're in the process of adapting our education to virtual programs to meet Stay in Place (SIP) requirements.

We look forward to and will continue to provide the “live” high-quality education that the appraisal community has depended upon for nearly 100 years once these regulations are lifted and it is safe for everyone to gather in person again.

  • 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 2020
2020 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
9
Location: We Are Going Virtual! Learn Where it is Convenient for You!

Still Time to Register!

2020 marks the 70th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference.

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.

In light of the COVID-19 pandemic, we will be retooling this year's conference - we are going virtual! 

Keynote: Dr. Mark Zandi, Chief Economist, Moody's Analytics

Seeking Economic Clarity: A Chief Economist's Vision
THE POLICIES, THE PLAYERS and THE PERSPECTIVES

Breakout topics to include

  • Appraising in Uncertain Times: Best Practices to Manage Risk and Liability
  • Bay Area Commercial Market Update and Outlook (R+D, Office, Industrial, Retail)
  • Residential Hot Topics
  • Hospitality, Convention, Sports & Entertainment: Impact of COVID-19 on Assets with Perishable Inventory
  • Multi-Family Market Update
  • Construction Costs
  • Appraising After a Major Market Disruption: Guidance for the Residential Appraiser
  • Residential Highest and Best Use

Presenters
Peter Christensen, Attorney, Christensen Law Firm
Colin Yasukochi, Executive Director, Tech Insights Center, CBRE
Greg Matter, Managing Director, Northern California Industrial Co-Head, JLL
Thomas Hazinski, Managing Director, HVS Convention, Sports and Entertainment
Rebecca Frederick, Appraiser, Valbridge Property Advisors
Dr. Randy Bell, Real Estate Damage Economics, LLC.
Neil Smith, SRA, Neil Smith Appraisal Services
Rob Caringella, MAI, Jones, Roach & Caringella, Inc.
Don Welsh, President and CEO, Destinations International
Steve Roach, MAI, SRA, AI-GRS Jones, Roach & Caringella, Inc.
Clint Delmar, Senior Credit Risk Specialist, Federal Reserve Bank of San Francisco
Judy Plock, Senior Risk Specialist, Federal Reserve Bank of San Francisco
Ross Thompson, Corporate Controller, Chase Center and Golden State Warriors
John Brenan, Chief Appraiser, Clear Capital
Debra Carlton, Executive Vice President - State Public Affairs, California Apartment Association
Joshua Howard, Executive Vice President, Local Public Affairs, California Apartment Association
Dean Lewis, Project Manager, Swinerton
Ryan Lorenzini, MAI, Director, The Claremont Companies, LLC
Chris Riley, Sr. Reviewer, Mechanics Bank

Additional presenters to be announced

A Special Note About Registering:

  • Those seeking credit from states outside of California are strongly encouraged to check with their state licensing board(s) to confirm that the specific state(s) will accept virtual / online education from an out-of-state provider.

  • This program is approved for California BREA, State Board of Equalization and the Appraisal Institute CEC. IRWA, ASA and ASFMRA typically offer reciprocal credit for AI approved offerings; check with your organization specifically for confirmation of reciprocal credit especially since this is a virtual classroom presentation.

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions.   

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.  All registrants must submit their Photo ID/Driver's License upon registering in order to receive the ZOOM log-in.

Standard Rate:  $265

Sponsors include
- Moody's Analytics
- Valbridge Property Advisors l Northern California
- Laval and Associates
- Garland and Salmon
- MacLane and Company, Inc.
- LIA Administrators & Insurance Services
- Appraisal Today
- Joseph J. Blake and Associates, Inc.

Learn About the Benefits of Being a 70th Anniversary Conference Sponsor
Includes Complimentary Attendance at Select Levels

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. 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 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. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.
Golden Gate Branch Chapter hosts "Propositions on November Ballot Affecting San Francisco"
Oct
19
Location: It's Virtual! Participate Where it is Convenient and Comfortable

This informal 1-hour chat will focus on relevant (and even perhaps controversial) ballot propositions for San Francisco

Registrants will connect using ZOOM interactive technology.  For the full zoom experience, registrants will need a computer, Internet access, webcam, and a microphone.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

Topic:  November 2020 SF Ballot Propositions

Time:
  7:45am - 8:00am Meet & Greet        8:00am - 9:00am Informational Exchange

Details:  Participation is complimentary.  CEC is not available.

Moderator: Melissa Bach, MAI

RSVP Required:  Watch for registration to open soon

This Informational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. 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 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. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.


 

 

Sierra Branch Chapter hosts “SGMA Update in the Central Valley"
Oct
20
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Presenter: Herb S. Smart

California’s Sustainable Groundwater Management Act (SGMA) was signed into law in 2014, bringing with it monumental change in the way groundwater is managed in the state. 

The deadline is fast approaching for water management agencies to provide completed sustainability plans.  Visit with us virtually as Herb Smart, from the Turlock Irrigation District, provides an update on how TID is coordinating their action plan with active community involvement.  Whether you practice in the California’s Central Valley or in other agriculture areas, this is a timely topic to learn how these issues are being addressed.

This will be a 1-hour informational (no-CEC) virtual presentation.

Time:  4:00 - 5:00pm

Tuition:  It's FREE!  Advanced registration will be required.

This Informational Program (Program) was developed by Herb Smart, and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. 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 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. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.

Seminar: Stats, Graphs and Data Science - Part I
Oct
26 - 28
Location: Executive Inn and Suites Bayside Hotel (near Oakland International), 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.

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.

Seminar: Stats, Graphs and Data Science - Part 2
Oct
28 - 30
Location: Executive Inn and Suites Bayside Hotel (near Oakland International), Oakland

Seminar Developer & Instructor: George Dell, MAI, SRA, ASA, CRE

SGDS2 continues of the foundations of SGDS1.  Building on the SGDS1 learning in depth, breadth, and detail.  We continue examination of the theory, concepts, and practice of data science as applied to asset analytics.  The learning follows the development sequence of valuation and risk analytics.  Starting from the problem identification (scope of work) in measurable terms, we proceed to:

  • Identify the overall project data frame;
  • Define the CMS© (Competitive Market Segment), the ideal data set;
  • Resolve the bias-variance tradeoff to optimize accuracy and precision of results;
  • Perform necessary data wrangling(analogical to traditional confirmation/verification)
    • Portray data visually
    • Reduce to the CMS©
    • Detect quantify missing/needed predictor variables
    • Create new calculated fields
    • Transform functional relationships (e.g., linear to logarithmic)
    • Create Transformed data levels
    • Identify and handle outliers
    • Recognize needed predictive confirmation/verification

This class is substantially experienced in R, RStudio, and R packages, including ggplot2 and tidyverse.  A comparison and integration of Excel® is provided for workflow efficiency.  Methods of transition from canned appraisal software and the spreadsheet— to a real analytics package is reviewed.

Specific analytics include non-linear price indexing, seam regression, introduction to GIS in R, Data selection algorithms (particularly hierarchical cluster analysis), sources of help for R.  Also resolution of conflicts in USPAP, AI-SVP, IVS, and EBV© (Evidence Based Valuation) practice, and reporting in a data-stream delivery through dashboard views.

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.

POSTPONED: Hotel Tour - Grand Hyatt at SFO
Oct
 
Location: Grand Hyatt at SFO, San Francisco

In light of the current situation surrounding COVID-19, and in response to recent guidance from the Governor and the California Department of Public Health, a decision has been made to postpone this event. 

We are working on alternatives - Watch for details.

Have you ever wondered what happens behind the scenes at a full service hotel?  See the "back of house" and many other aspects of the newly opened Grand Hyatt at SFO, including examples of the:

  • 351 guestrooms
  • 14,435 sq. ft. of flexible event space
  • 5,760 sq. ft. Grand Ballroom and a 2,310 sq. ft. Junior Ballroom
  • 8,000 sq. ft. of pre-function area
  • 18 meeting rooms ideal for fly-in / fly-out groups
  • Direct connectivity to all SFO terminals via the hotel’s own AirTrain Station
  • Quail & Crane Restaurant
  • Twin Crafts Market & Bar
  • Hyatt StayFit gym

Following a management-led tour of the new facility and then gather in the hotel bar for networking with other Counselors and Appraisal Institute members.

This unique event is jointly sponsored by the Northern California Chapters of the Appraisal Institute and Counselors of Real Estate.  There is no CEC available for this event.