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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.
June 2020
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.

POSTPONED: Silicon Valley Branch Chapter “Direct Caffeination"
Jun
1
Location: Crystal Springs Starbucks, San Mateo

In light of the ongong situation surrounding COVID-19, and in response to guidance from the Governor, the California Department of Public Health, and various County Governments, a decision has been made to postpone this event.  When it is safe to do so, we look forward to reconnecting.

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.

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.  

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.

Save up to $30!  Register by May 27
Appraisal Institute Designated Members, Candidates and Affiliates - $115
Standard / Non-Appraisal Institute - $125

Register after May 27
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.

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

 

 

East Bay Branch Chapter "Virtual Brown Bag Bash" - SB 939 and COVID-19 Adjustment Methodologies
Jun
9
Location: It's Virtual, Participate from Where it is Most Convenient for You

In these rapidly changing times it is even more beneficial and more important than ever for real estate appraisers to be engaged with our peers.

The East Bay Branch Chapter of the Northern California Chapter is here to help inform and bring appraisal professionals together by sponsoring a “Virtual Meeting while Eating a Real Lunch".  Registrants will BYOL (bring your own lunch) and connect using ZOOM interactive technology.

During our information exchange, we will casually discuss the proposed California Senate Bill 939 (Commercial Lease Renegotiations) and share various methodologies on how to address the “COVID-19 Adjustment” or lack thereof.  Not yet read the proposed SB 939?  Take a peek - read it now

Topic:  SB 939 and COVID-19 Adjustment Methodologies

Time:
  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not available.  

RSVP or Questions? Contact Mads Anji, MAI
RSVP Required by 6/8:  Only those pre-registered will be sent details to connect.

 

New Appraisal Professionals "Simply Social"
Jun
10
Location: TBD

Are you an appraisal trainee, a recently designated member or consider yourself a young appraisal professional looking for a networking event geared specifically for you?  Well, you just found it!

We will plan to meet up (location still being determined) for no-host beverages and appetizers starting at 5:00pm!  Can't get there by 5:00pm? No worries, just show up when you can.  We will hang out until whenever . . .

All are welcome to this new, fun, welcoming, casual, no pressure social event!  You get the picture - it's informal.

Questions?  Contact Matt Atwood

Residential Appraiser Project Team - Interactive Chat
Jun
16
Location: It's Virtual, Participate from Where it is Most Convenient for You

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:

  • An AI/VA initiative which would involve assisting the VA with placement and recruiting of SRA appraisers on their panels
  • 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. 

For the first call, we plan to discuss what's on everyone's mind . . .

  • How residential appraisers are dealing with Covid issues
  • What we’re seeing in our markets

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
RSVP Required by 6/15:  Only those pre-registered will be sent details to connect to the call.

"Virtual" Course: National USPAP Update (7-Hour)
Jun
17
Location: It's Virtual, Learn Where it is Most Convenient for You

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

Now Available Virtually!

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.

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

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

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.

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.

Save up to $90!  Register by May 22
Appraisal Institute Designated Members, Candidates and Affiliates - $155
Standard / Non-Appraisal Institute - $195


Register by June 5
Appraisal Institute Designated Members, Candidates and Affiliates - $180
Standard / Non-Appraisal Institute - $220

Register after June 5
Appraisal Institute Designated Members, Candidates and Affiliates - $200
Standard / Non-Appraisal Institute - $245

"Virtual" Course: Business Practices & Ethics
Jun
19
Location: It's Virtual, Learn Where it is Most Convenient for You


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

Now Available Virtually!  Register Today!

Business Practices and Ethics is an important course that provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

Instruction will be held via Interactive Technology (zoom). 

[Note:  This particular offering is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions.]

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 to confirm that the specific state(s) will accept virtual / online education from an out-of-state provider.  This program is approved by the California BREA.

Save up to $50!  Register by May 22
Appraisal Institute Designated Members, Candidates and Affiliates - $165
Standard / Non-Appraisal Institute - $175


Register by June 5
Appraisal Institute Designated Members, Candidates and Affiliates - $175
Standard / Non-Appraisal Institute - $195

Register after June 5
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-Appraisal Institute - $215


"Virtual" Seminar: Rural Valuation Basics
Jun
24
Location: It's Virtual, Learn Where it is Most Convenient for You

We are ramping up to bring you this informative one-day offering virtually!  An opportunity to learn from where it is convenient and comfortable for you.

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

Rural Valuation Basics provides residential and general appraisers with the fundamentals of analyzing comparable data for use in rural appraisal assignments. This 7-hour seminar will focus on land mix analysis, improvement value extraction and allocation, and how to develop adjustments. While working on a typical rural property case study that both residential and commercial appraisers might be asked to appraise, participants will learn how to properly analyze and use information that is available in rural markets to support a credible opinion of value. Excel spreadsheets will be provided which will assist participants in their analyses. 

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 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.
BEST VALUE RATE: Register by May 29 - Save up to 90!
Appraisal Institute Designated Members, Candidates and Affiliates - $165
Standard / Non-Appraisal Institte - $215

Register by June 12
Appraisal Institute Designated Members, Candidates and Affiliates - $215
Standard / Non-Appraisal Institte - $245
 
Register after June 12
Appraisal Institute Designated Members, Candidates and Affiliates - $235
Standard / Non-Appraisal Institte - $255
Course: Real Estate Finance, Statistics and Valuation Modeling
Jun
 

This two-day course provides an introduction to statistics, real estate finance, and modeling with applications to residential and commercial real estate appraisal. On the first day, you will develop an understanding of basic statistics and statistical analysis and learn how those skills can be used in valuation and evaluation practice.

On day two, you will gain an introductory understanding of real estate finance markets, learn about credit conditions and their impact on values and appraisal, and calculate and interpret fundamental numbers on loan payments and balances.

Successful completion of the course and exam should satisfy most states’ education requirements in the content area identified as real estate finance, statistics, and valuation modeling. Participants should understand that this course will be a review and will not address more advanced topics.

This course revision includes an update on financial history and the future implications of the burst housing bubble. A discussion on how mortgages impact value also was added, as well as measuring volatility and standard deviations.

Note: Real Estate Finance, Statistics, and Valuation Modeling was designed according to the broad topical guidelines of the Appraiser Qualifications Board as part of qualifying (i.e., prelicensing) education for both residential and general certified appraisers.

POSTPONED: Hotel Tour - Grand Hyatt at SFO
Jun
 
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.

Seminar: Appraisal of Manufactured Homes Featuring Next-Generation Manufactured Homes
Jun
 

This new 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.

"Virtual" Workshop: Understanding Legal Parcels and Descriptions - What Makes it Legal?
Jun
 
Location: It's Virtual, Learn Where it is Most Convenient for You

Thanks for your patience as we re-tool this informative 3-hour workshop to a virtual format.

Watch for specific details - date and time to be announced VERY soon!

Workshop Presenter: Neil A. Lefmann, MAI, SRA - Sr. Appraiser, Valbridge Property Advisors

California not only maintains the most complex and far-reaching land regulations in the nation: it is also the only one of 50 states that has state-mandated land use regulations and procedures, which are in addition to local county, city and other regulatory ordinances.

There is widespread confusion regarding what constitutes a legal parcel. While California’s Subdivision Map Act provides a legal framework, it’s not so simple to navigate the SMA’s complexities.  This presentation will inform attendees’ understanding of significant considerations pertaining to legal parcels, which are a critically important element in real property appraisals and Market Value.  

In this 3 hour workshop, an appraiser who brings more than 4 decades of experience in land valuation will to offer an engaging review of all you need to know about legal parcels, legal subdivisions, legal descriptions, and related issues.

  • History of Land Ownership in the U.S. and California
  • What is PLSS?  Lot & Block? Metes and Bounds?
  • Tract Map vs. Parcel Map vs. Record of Survey
  • The difference between and Assessor's Parcels and Legal Parcels
  • Significant elements of California's Subdivision Map Act
  • About legal non-conforming parcels and merger provisions
  • Units of lengths (rods, chains, links, varas)
  • How to read legal descriptions
  • How curves are legally described
  • How to draw a legal description
  • Useful computer programs

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.  [As of today, registration is not yet open.]

  • 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.

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 - "Simply Social"
Jul
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!