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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.
May 2020
Monterey Bay Branch Chapter "Virtual" Brown Bag Bash
Apr
28
Location: 12:00pm, Call-In From Wherever It is Convenient

 

You've told us that connecting with other professionals is an important way of gathering relevant market information. 

And, the Monterey Bay Branch Chapter is responding in the best way it can - virtually!

Please join us for an informal lunchtime "call-in" discussion on the "Monterey Bay Markets Since Shelter in Place" order took effect last month.  Attendees are encouraged to share their perspectives on inspections, market conditions and overall impact of the COVID-19 pandemic.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble.   RSVP Required by 4/27:  Only those pre-registered will be sent details to connect to the call.

RSVP or Questions? Contact Chris Daniel, SRA

Facebook LIVE - AI Answers COVID-19
Apr
29
Location: Virtual Online Interactive Presentation, 10am Pacific Time

Interactive Resource Especially for Appraisers

Join the Appraisal Institute for a one-hour, interactive, Facebook Live Q & A session that tackles the latest issues surrounding COVID-19 and the valuation profession.   The focus of this session will be Inspection Tools.

Wednesday, April 29, 2020
10am Pacific Time
Duration: 1 hour

Facebook Account is not needed; simply click VIDEO on the left sidebar once you've hit the "register" link above on the morning of the session.

This special presentation is being sponsored by the Appraisal Institute Headquarters
200 W. Madison, Suite 1500, Chicago, IL 60606
Questions? Contact (888) 756-4624

POSTPONED: 2020 Northern California Residential Appraisal Conference
May
1
Location: Northern Solano County Association of Realtors, Fairfield

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.  Thank you in advance for your patience as we work through the logistics of re-scheduling this full-day residential conference jointly sponsored  by the Northern California Chapter of the Appraisal Institute and the Real Estate Appraisers Association (REAA). 

The NEW date will likely be Friday, June 19.  Watch for more details.


Session topics likely to include

  • Effective Dates, Assumptions & Disclosures
  • Three Key Areas of Legal Knowledge that Appraisers Should Have
  • Legal Descriptions
  • Small Income Residential Properties - AB 1482 and More!
  • High Value Luxury Residential
  • Retrospective Appraisals
  • Technology & the Residential Appraiser

Panelists likely to include
Peter Christensen, Attorney, Christensen Law Firm
Neil A. Lefmann, MAI, SRA, Sr. Appraiser, Valbridge Property Advisors I Northern California
Alex Gilbert, AR and Certified USPAP Instructor
Mark Lindsay, Marin Home and Land Appraisal

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.

Central California Branch Chapter "Virtual Simply Social" with a Twist
May
6
Location: Wherever It Is Convenient for You!

Get Connected Virtually with those in the Central Valley!

Join one, join all!  Our "twist" is that we will connect via ZOOM to receive updates on a variety of important local topics.  Registrants are encouraged to come prepared with questions or to sumbit them in advance.

Topic:  Local Residential Market Update

Guest Speaker: Don Scordino, 2020 President, Fresno Association of Realtors

  • The "Health" of the Local Residential Market Under the COVID-19 Shut-Down
  • Residential Market Expectations for the Future
  • Buyers and Sellers:  Are Sellers Hesitant to List Until Things Re-Open? How are Buyers Reacting?
  • What about Lending?  It's Been Said that Jumbo Lenders Have Withdrawn
  • How Would Appraisers Prefer ADU's to be Listed in the Fresno MLS?
  • Can Appraisers Use Listing Photos in their Appraisals?

Join us for answers to these and other questions about our changing market.

Time:  4:30pm to 5:30pm

Details:  Participation is complimentary.  CEC is not availble.   RSVP's will be required.  Only those pre-registered will be sent details to connect to the virtual program.

RSVP or Questions? Contact Bob James, Jr., MAI, SRA, AI-GRS

 

Facebook LIVE - AI Answers COVID-19
May
6
Location: Virtual Online Interactive Presentation, 10am Pacific Time

Interactive Resource Especially for Appraisers

Join the Appraisal Institute for a one-hour, interactive, Facebook Live Q & A session that tackles the latest issues surrounding COVID-19 and the valuation profession.  

This week's topics include:

  • The upcoming May 17 deadline for appraisal flexibilities under COVID-19
  • New guidance issued by the CFPB relating to appraisals and consumer disclosure
  • Legislation on appraisal inspections in the next COVID-19 relief package

Wednesday, May 6, 2020
10am Pacific Time
Duration: 1 hour

Facebook Account is not needed; simply click VIDEO on the left sidebar once you've hit the "register" link above on the morning of the session.

This special presentation is being sponsored by the Appraisal Institute Headquarters
200 W. Madison, Suite 1500, Chicago, IL 60606
Questions? Contact (888) 756-4624

POSTPONED: 2020 Spring Litigation Conference
May
7
Location: This event is being postponed - New dates or alternatives are being investigated, Woodside

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.  Thank you in advance for your patience as we work through the logistics of re-scheduling this full-day conference.   

We are working on alternatives - Watch for details.

LISTEN.  PARTICIPATE.  LEARN.

One of our most sought after award-winning conferences returns to the historic and beautiful grounds of Filoli again in 2020. 

Our 2020 Spring Litigation Conference presents advanced topics to appraisers interested in litigation work. This is a chance to sharpen your knowledge and broaden your practice by listening to some of the top experts in the region.

Topics include

  • What's Your Point? Bridging the Communication Gap Through the Use of Exhibits
  • Can Experts Still Rely on Naked Hearsay?
  • Contamination and the Different Methods and Costs of Remediational Clean-up
  • Legal Bites: Recent Legislation & Court Decisions

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.

"Virtual" Board of Directors Meeting
May
14
Webinar: Hospitality Sector
May
21
Location: It's Virtual, Participate from Where it is Most Convenient for You

This timely informational webinar is jointly sponsored by the Northern California Chapters of the Appraisal Institute and Counselors of Real Estate. The presentation will be held via Interactive Technology (ZOOM). 

Presenters:
Andrew J. Nelson, CRE, MLAI
Suzanne Mellen, MAI, CRE, FRICS, ISHC
Elaine Sahlins, MAI, CRE

Time:  4:00pm (PDT)

Log on details below (or click the register tab above at the appropriate time on 5/21)

  • Zoom Link
  • Meeting ID: 847 5748 7023
  • Password: 089710

Other connection options

  • One tap mobile: +16699009128,,84757487023# US (San Jose)

  • Dial by your location: +1 669 900 9128 US (San Jose)
  • Meeting ID: 847 5748 7023
  • Find your local number: https://us02web.zoom.us/u/knY00Kc3P

Advanced registration is not necessary.
There is no CEC available for this event.
All are welcome and encouraged.

Webinar: Accessory Dwelling Units (ADUs) Valuation Challenges and the Law
May
27
Location: It's Virtual, Learn Where it is Most Convenient for You

Presenter: Denis DeSaix, MAI, SRA, MetroCal Appraisal

The lack of affordable housing in many California markets has been a challenge vexing policymakers, local communities, employers and, ultimately, potential homeowners and renters.

In 2017, the State of California adopted new development standards which apply to every planning jurisdiction in the state.  These new rules effectively allow property owners to construct new or modify existing portions of their homes to incorporate an accessory dwelling unit in all but a few situations. As more and more property owners and developers take advantage of these new laws, appraisers can expect to see more and more single-family assignments that includethe need to evaluate the contributory value of an ADU.

  • Three Approaches to Value
  • State Mandated ADU Regulations
  • Cost  - Income - Sales
  • How Have Things Changed?
  • Is there a Difference from Market Value to Sales Price?
  • Factors Driving Price and Demand
  • Case Studies: When Paired Sales are Scarce

Time:  2:00pm - 4:00pm

Advanced Registration is Required - $39
Only those pre-registered will be emailed the login information to join the zoom interactive virtual platform. 

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.

CEC:  There is no CEC available for this 2-hour webinar.

IMPORTANT: Specific Webinar Log-in Details
All registered webinar attendees were sent the specific log-in details on 5/26.  Please check the email account you used to register for this offering.  If you did not receive this important information - email us immediately so not to miss a minute of this informative presentation.  New or need a quick refresher on How to Join a Zoom Meeting?  No problem, view their quick tutorial.

This Infomational Virtual 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.  We reserve the right to utilize alternative interactive platforms if necessary.

 

POSTPONED Course: National USPAP 15-Hour
May
 

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

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.  Thank you in advance for your patience as we work through the logistics of re-scheduling this 2-day course.   

Using the national USPAP course material copyrighted by The Appraisal Foundation, this two-day course covers basic rules for ethical behavior and competent performance. The course is designed to comply with USPAP requirements for state-certified appraisers and it highlights the role of the appraiser and the implied impartiality often associated with this role. Participants will learn how requirements of the Uniform Standards of Professional Appraisal Practice affect their appraisal businesses.

POSTPONED Course: Valuation of Conservation Easements
May
 

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.  Thank you in advance for your patience as we work through the logistics of re-scheduling this 4-day course.  

Valuation of Conservation Easements is an advanced course designed for the appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.

Over 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, homework assignments, and case-law analysis.

Note. This course is in the Valuation of Conservation Easements Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

Women's Initiative Committee - Interactive Chat
Jun
2
Location: It's Virtual, Participate from Where it is Most Convenient for You

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.  The format is designed to be casual, inviting and engaging.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble.  Log-in details have been sent to all confirmed registrants as of 6/1 at the email addresss used to register for this offering.  If you believe you are registered, please double-check your emails from 6-1 very carefully.

RSVP or Questions? Contact Nancy Phillips, SRA
RSVP Required by 6/1:  Only those pre-registered will be sent details to connect to the call.

 

 

"Virtual" Seminar: Federal and California Statutory and Regulatory Laws (4-Hours)
Jun
3
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:  Registration / Log-on: 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.

  • Confirmations have been sent to registrants at the email addresss used to register for this offering.  If you believe you are registered, please double-check your emails from 5-29 and 6-1 very carefully. Only registrants who provide their valid photo IDs by 6/2 will be sent the zoom log-in details.

HURRY! Availability is Now Extremely Limited
Appraisal Institute Designated Members, Candidates and Affiliates - $135
Standard / Non-Appraisal Institute - $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.

"Virtual" Ag Update, Chapter Meeting & Simply Social with a Twist - Sponsored by the Central California Branch Chapter
Jun
4
Location: It's Virtual, Learn Where it is Most Convenient for You

Get Connected Virtually with those in the Central Valley and Beyond!

Join one, join all!  Our "twist" is that we will connect via ZOOM to receive updates on the local agricultural market, before conducting a brief Chapter Meeting followed informal networking - where attendees will have the opportunities to further discuss issues and share tips to help not only survive but thrive in our changing environments.  Registrants are encouraged to submit ag related questions in advance to help our speaker(s) address items that you want to know more about.

Topic:  Local Agricultural Market Update:  The Impact of COVID-19 on Agricultural Real Estate

  • The Significance of COVID-19 on Land Values
  • What Were the Trends and Inventory Prior to COVID-19?
  • Major Commodity Pricing Trends: Tree Fruits, Almonds, Pistachios, Citrus, & Produce
  • It's Nuts!  2020 Projected Almond and Pistachio Crops - Will We Have Record Crops?
  • How are Processors Planning?
  • Dairy Market Update
  • Beef, Pork and Poultry Market Update

Speakers include:  Greg Addington, MAI, Fresno Madera Farm Credit

Market Update:  4:30pm to 5:30pm
Chapter Meeting & Simply Social: 5:30pm - whenever!

Details:  Participation is complimentary.  CEC is not availble.   RSVP's will be required.  Only those pre-registered will be sent details to connect to the virtual program.

Confirmation Reminders with ZOOM log-in details have been sent to registrants at the email addresss used to register for this offering.  If you believe you are registered, please double-check your emails from 6/4/20 very carefully.

Questions? Contact Bob James, Jr., MAI, SRA, AI-GRS