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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.
December 2020
Women's Initiative Committee - Interactive Chat
Dec
2
Location: It's Virtual! Participate Where it is Convenient and Comfortable

WIC was launched during the Appraisal Institute's National Convention in Denver in July 2019.  The committee aims to support female appraisers through professional development training, networking opportunities, mentorships, career outreach and other professional growth opportunities. Locally, the Northern California Chapter looks forward to hosting quarterly WIC conference calls. 

Our December chat will consider the Path to Presidency.  The purpose of our ZOOM meetings is to help women connect with other female valuation professionals in a casual, engaging format.  We will discuss ways to increase the presence of women in key leadership roles in the Appraisal Institute and within the real estate appraisal profession.  Whether you're an entry-level appraiser or a lifetime professional, join in our discussion!  Special guests include several National Appraisal Institute leaders. 

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble. 

RSVP or Questions? Contact Nancy Phillips, SRA

ZOOM Link:  Click this link just prior to the scheduled start time.  Kindly RSVP before actively joining this chat.

2020 Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
4
Location: It's Virtual! Learn Where it is Convenient and Comfortable

This annual event is being retooled into a 3-hour (12pm - 3pm) virtual classroom presentation for 2020.

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

Topics include

  • Data Centers: Valuation Fundamentals
  • Gas Stations: Performance, Price Volatility, Resale Volume and Values
  • Current Thoughts on the Hotel Market:  Checking in or Checking out?
  • Changing Spaces: How Climate Change and COVID are Transforming Commercial Buildings
Panelists include
Gene Williams, MAI, CCIM,
Senior Appraiser & Data Center Valuation Director, Valbridge Property Advisors | Northern California
Elaine Sahlins, MAI, CRE,
Executive Director, Valuation & Advisory, Hospitality & Gaming Group, Cushman & Wakefield
Matt Roby
, Senior Valuation Specialist, Valuation & Advisory Services, Colliers
Timothy P. Runde, MAI, LEED AP,
Runde & Partners, Inc.
Stacey L. Thoyre, WELL AP, LEED Green Associate
, Runde & Partners, Inc.
 

A Special Note About Registering:

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before 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 (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  This chapter-developed offering is not being submitted to states outside of California.

  • 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. 

  • This virtual program is approved for 3-hours of California BREA, State Board of Equalization and Appraisal Institute (15 points) CEC. 

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam, speakers and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon registration.

Appraisal Institute Designated Members, Candidates and Affiliates - $135
Standard / Non-AI Professionals - $165

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.

 

Course: National USPAP Update (7-Hour)
Dec
7
Location: It's Virtual! Learn Where it is Convenient and Comfortable

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

This offering will be based on the current 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.

A Special Note About Registering:

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before 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 (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.

  • 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. 

  • This virtual program is approved for 7-hours of Appraisal Institute and BREA. 

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon registration.

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

Note:  The tuition rates listed below include the downloadable course handbook materials.  Additional fee(s) apply for those who want the printed course handbook pre-shipped.  Shipping fees are determined at the time of online check-out.

Final West Coast Offering for 2020
Appraisal Institute Designated Members, Candidates and Affiliates - $200
Standard / Non-AI Professionals - $245

 

"Virtual" Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
8
Location: It's Virtual, Learn Where it is Most Convenient for You

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the required open-book exam.

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.

Time:  Online Check-in: 11:30am       
Instruction (including required exam): 12:00pm - 5:00pm

A Special Note About Registering: 

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019? Follow these simple steps (click link) before 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.

  • 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.  This program is approved by the California BREA.
Space is EXTREMELY Limited for this Final Year-End Offering
Appraisal Institute Designated Members, Candidates and Affiliates - $135
Standard / Non-AI Professionals - $145

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.




 

Promoting Trust for Fair and Affordable Housing Symposium
Dec
9 - 10
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Hosted by The Appraisal Foundation and Appraisal Institute

The Appraisal Foundation and Appraisal Institute are pleased to announce a joint valuation symposium: Promoting Trust for Fair and Affordable Housing. This free symposium will give real estate appraisers and anyone with an interest in valuation the opportunity to hear from leaders across the appraisal profession, mortgage lending, and academia in a discussion on fair and affordable housing issues. Discussion topics will include the latest research on fair and affordable housing, a comparison between the past appraisal process and the current one, and potential legislative, regulatory and financing solutions that can promote community and economic development. 

“There is no place for discrimination in the appraisal profession, but it has become clear that we must do more to preserve the public trust in our industry for every American. We are pleased to be hosting these important conversations through this free symposium with our colleagues at the Appraisal Institute,” said The Appraisal Foundation President Dave Bunton. “I hope folks from across the appraisal profession and those with an interest in valuation will join this open dialogue as we continue to build public trust in the appraisal profession.”

“With the critical issue of racial justice being examined throughout the country, the Appraisal Institute is striving to expand opportunities for aspiring minority appraisers, combat unconscious bias in valuation and find solutions to promote the flow of credit in economically disadvantaged neighborhoods,” said Appraisal Institute President Jefferson L. Sherman, MAI, AI-GRS. “Appraisers can help by advocating for establishment of more thoughtful and creative programs that provide secondary sources of financing (secured or unsecured) to bridge the gap between the total cost of the proposed renovation or construction and the market value of the property. Loan application frustrations may be mitigated by involving appraisers earlier in the transaction or at the time of application for a construction or renovation loan.”

The symposium will consist of four separate sessions on December 9th and 10th. 

Additional event partners include

  • American Society of Appraisers (ASA)
  • American Society of Farm Managers and Rural Appraisers (ASFMRA)
  • National Association of Realtors (NAR)
 

 

Residential Appraiser Project Team - Interactive Chat
Dec
9
Location: It's Virtual! Participate Where it is Convenient and Comfortable

RAPT is the Appraisal Institute's Residential Appraiser Project Team. 

It's goal is to attract residential appraisers, promoting, and retaining SRAs is our goal.  Ideas include

  • Creating roundtables that would assist with and serve in an advisory role in re-writing / updating residential forms
  • Expanding the presence of residential appraisers in leadership roles

Locally, the Northern California Chapter looks forward to hosting quarterly RAPT conference calls.  We will be discussing topics of importance to residential appraisers and encourage all residential appraisers to participate.

These chats are open to everyone and the format is designed to be casual, inviting and engaging, though registration is required.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble.  

RSVP or Questions? Contact Nancy Phillips, SRA

ZOOM Link:  Click on this ZOOM link at the event start time.  Kindly RSVP before actively joining this chat.

Seminar: Appraisal of Manufactured Homes Featuring Next-Generation Manufactured Homes
Dec
10
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Instructor: Justin Slack, MAI, SRA, AI-GRS, AI-RRS

This 7.5-hour course, developed in collaboration with Freddie Mac, provides an in-depth look into preparing appraisals for traditional manufactured homes plus insight into CHOICEHomeSM—the new type of high-quality manufactured homes that are built to HUD code but developed with site-built features. You’ll learn how to meet the specific requirements of Freddie Mac, the Federal Housing Authority (FHA), Veteran’s Administration (VA), United States Department of Agriculture (USDA), and Fannie Mae using a new, ground-breaking tool—the Manufactured Home Quality Rating Worksheet, which is consistent with the Marshall & Swift®—CoreLogic Residential Cost Handbook and the Uniform Appraisal Dataset (UAD).

The course begins with a thorough review of existing manufactured housing products then delves into CHOICEHomeSM, a new accessible, affordable addition to America’s housing stock. To apply elementary and complex techniques used in the cost and the sales comparison approaches, you’ll work through a case study of these homes to develop a credible appraisal report.

A Special Note About Registering:

  • Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before 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 (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  This is a nationally-developed offering, so credit from states outside off California may be availble.

  • 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. 

  • This virtual program is approved for 7-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon registration.

Note:  This offering does not inlcude the optional exam.

Only Scheduled West Coast Offering
Appraisal Institute Designated Members, Candidates and Affiliates - $225
Standard / Non-AI Professionals - $250