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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.
March 2020
Silicon Valley Branch Chapter “Direct Caffeination"
Mar
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.

Central California Branch Chapter - "Simply Social"
Mar
5
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" social event; attendees are responsible for their own beverage / food purchases during the social.

 

2020 Annual Spring Conference
Mar
13
Location: DoubleTree Hotel, Modesto

Residential * Commercial * Agricultural 

The very first Valley Seminar began in 1970.  Our "modern" version of the Valley Seminar became known as the Spring Conference in 2000 and has taken place each spring at the Modesto Center Plaza since 2006. 

This event continues to evolve each year, with expanded breakout sessions to provide a greater depth of topics and the opportunity to hear from and connect with a variety of industry professionals. It is the combination of quality and content which draws an increasing number of attendees not only from the Central Valley but from the greater Bay Area and beyond!

TGIF is BACK!  We are thrilled to once again host this event on a Friday and look forward to having you join us for post-conference networking with complimentary appetizers and no-host beverages.

Presentations include our ever popular and informative Opening Session State of the Profession

Topics include

  • California's Changing Landscape: SB 1482 - California's NEW Statewide Rent Control
  • Estimating Loss in Value
  • Commercial Market Overview
  • SWOT Analysis of Agriculture in California
  • Business of Appraising
  • Water / SGMA
  • Residential Market Overview
  • Permanent Plantings: UC Costs & Return Studies for California Crops
  • Mysteries of the Solar (Energy) System
Presenters include:
Pledger “Jody” Bishop, III, MAI, SRA, AI-GRS, 2020 Appraisal Institute National Vice President
Mike Belote, President / Lobbyist, California Advocates, Inc.
Denis DeSaix, MAI, SRA, Principal, Metrocal Appraisal
Richard M. Betts, Betts & Associates
Peter Christensen, Attorney, Christensen Law Firm
John Nelson, MegaStar Financial
Jeremy Murdock, Staff Research Associate – Cost Studies,University of California, Davis
Don Stewart, Staff Research Associate – Cost Studies, University of California, Davis
Melvin Bradley, Owner, Mel Bradley Electric
Jeff Jensen, SRA
, Jensen & Associates, Inc.
Jack E.  Paddock, SRA, Paddock Appraisal Services, Inc.
John Nelson
, Branch Manager, MegaStar Financial Corp.
Aaron Lewis
, Broker, Reality One Group Gold
Paul Wenger
, Past President of California Farm Bureau
Daniel Sumner, Ph.D., Professor, Dept of Agriculture & Resource Economics, Director, Agricultural Resources Center, University of California, Davis
 
Closing General Session
What's in Store for 2020?  Emerging Trends in the Central Valley's Economy

Gocke Soydemir, PhD, Foster Farms Endowed Professor of Business Economics, California State University, Stanislaus
Andres Jauregui,
Director, Gazarian Real Estate Center,Associate Professor, Craig School of Business, Department of Finance & Business Law, California State University, Fresno
Jacquelin J. Curry,
Assistant Professor, Craig School of Business, Department of Finance & Business Law, California State University, Fresno

Become a 2020 Spring Conference Sponsor - Learn More
Sponsorships include complimentary conference attendance

Course: Litigation Appraising - Specialized Topics & Applications
Mar
16 - 18
Location: Brandman University, Fairfield

Instructor:  Stephen D. Roach, MAI, SRA, AI-GRS 

Litigation Appraising: Specialized Topics and Applications was expanded from two to three days and delves more deeply into inverse condemnation, an exciting niche market with increasing demand for appraisers. One of three courses in the Litigation Professional Development Program, this course now offers more hands-on applications giving you the opportunity to solve problems and put theory into practice.

Specialized topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation, income and estate tax disputes, inverse condemnation, contract disputes and equitable distribution in divorces cases. Through problem-solving activities, participants will apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. Participants will gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

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.

BEST VALUE RATE:  Save up to $175 - Register by 2/14
Appraisal Institute Designated Members, Candidates and A/ffiliates - $525
Standard / Non-Appraisal Institute - $625

Register by 2/28

Appraisal Institute Designated Members, Candidates and Affiliates - $550
Standard / Non-Appraisal Institute - $650

Register after 2/28
Appraisal Institute Designated Members, Candidates and Affiliates - $600
Standard / Non-Appraisal Institute - $700

 

 

 

Board of Directors Meeting
Mar
19
Seminar: Stats, Graphs and Data Science - Part I
Mar
23 - 25
Location: Oakland Radisson, 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
Mar
25 - 27
Location: Oakland Radisson, 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.

ASFMRA Outlook 2020 Agribusiness Conference and Release of Trends
Mar
26
Location: Visalia Marriott Hotel and Convention Center, Visalia

The California Chapter of ASFMRA is gearing up for its Outlook 2020 Agribusiness Conference!

Don't miss a new format for California's premiere agribusiness conference and the release of the 2020 Trends in Agricultural Land & Lease Values report. Also being offered at the conference:

  • 2019-2020 Federal and California Statutory and Regulatory Law for Real Property Appraisers (3/23/20)
  • 2020-21 7-Hour National USPAP Update Course (3/24/20)
  • Student Reception / Young Professionals Event
  • Best Practices for Rural Property Appraisals Seminar - Updated! (3/25/20)
  • Spring Ag Tour (3/25/20)
  • California Classic BBQ & Scholarship Auction (3/25/20)

Registration to open in January.  For more information contact ASFMRA at call (209) 368-3672 or info@calasfmra.com.


Central California Branch Chapter - "Simply Social"
Apr
2
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!