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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.
August 2020
Monterey Bay Branch Chapter "Virtual" Brown Bag Bash
Aug
5
Location: It's Virtual, Participate from Where it is Most Convenient for You

You've told us that connecting with other professionals is an important way of gathering relevant market information.  Based on the success of our May informal "Brown Bag" virtual get together, we are gearing up to do it again!  Only this time we are picking up speed and we will contect via ZOOM!

Please join us for an informal lunchtime intereactive chat and lively Q&A.  Presidents from the Monterey County Association of Realtors and the Santa Cruz County Association of Realtors will be our guest discussion leaders and will provide a local market update and share their "front line" experiences.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Presenters include:

  • Suzanne Menendez-Herbst, President of the Monterey County Association of Realtors
  • Morgan Lyng, President of the Santa Cruz County Association of Realtors 

Details:

  • Participation is complimentary. 
  • CEC is not availble.  
  • RSVP Required by 8/3:  Only those pre-registered will be sent details to connect to log-in to the ZOOM platform.  Since there is no CEC for this offering, registrants may opt to "call-in". 
  • Those seeking the full ZOOM experience will need to have: Internet access, a computer, a webcam and a microphone.  Note: Most laptops have cameras and microphones built in.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

RSVP or Questions? Contact Chris Daniel, SRA

"Virtual" Seminar: Extreme Appraising - Valuing CRE in a Down Market - SOLD OUT
Aug
14
Location: It's Virtual, Learn Where it is Most Convenient for You

Instructor and Developer: Gary DeWeese, MAI

Given the possibility of declines in the value of CRE as a result of COVID-19, this 7-hour seminar will address critical issues, often misunderstood even by experienced commercial appraisers, in valuing property in a declining market.  It is based on a hypothetical case study property, a multi-tenant office building. The primary focus of the case study is to value the property “as is” and “when stabilized”, using all three valuation approaches.

  • Overview of the Case Study
  • Purpose and Summary of the Market Analysis
  • Addressing Above-Market Lease with a Property Rights Adjustment
  • Valuing the Property "As Is" Taking Into Account the Rent Up Adjustment and External Obsolescence
  • Measuring Effective Rent for a Lease with Concessions
  • Valuing the Property “When Stabilized” Taking into Account “External Obsolescence”
  • Reconciliation and Wrap-up

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 virtual program has been approved for 7-hours of CEC by the CA BREA and the State Board of Equalization (SBE).

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.

  • ZOOM Link:  The ZOOM link is being sent out within 24 hours of the offering only to those pre-registered who have submitted their Photo IDs/DLs to lisa@norcal-ai.org.  Subject line of your email should read "DL [insert your LAST NAME] - Extreme Aug 2020".
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270

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.


"Virtual" Workshop: North Bay Branch Chapter hosts Understanding Legal Parcels and Descriptions - What Makes it Legal?
Aug
20
Location: It's Virtual, Learn Where it is Most Convenient for You

"I learned things I didn't even know I didn't know, such as the potentially significant differences between a legal parcel and an assessor-designated parcel."

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 virtual workshop, as an appraiser, Lefmann who brings more than 4 decades of experience in land valuation will 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 and SBE.
  • ZOOM Link:   The ZOOM link was sent out starting on 8/18 around 4:30pm to all confirmed registrants who provided the Chapter Office with their pre-requested photo IDs/DLs. If you believe you are registered for this offering and have not received the link, be sure to check your spam/junk folders.  Link was sent to the email address used to register for this offering. 

Appraisal Institute Designated Members, Candidates and Affiliates - $50
Standard / Non-Appraisal Institute - $65

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.

 

"Virtual" Seminar: Complex Litigation: Appraisal Case Studies
Aug
24
Location: It's Virtual, Learn Where it is Most Convenient for You

Instructor: Steve Roach, MAI, AI-GRS, SRA

Based on the Appraisal Institute textbook Applications in Litigation Valuation: A Pragmatist’s Guide, this seminar discusses in detail three of the book’s case studies that provide an overview of litigation strategies for appraisers who are new to litigation work, as well as a reinforcement of litigation skills for more experienced appraisers. Case study topics include title issues, continuing nuisance, and condemnation.

  • Identify important issues specific to litigation valuation assignments.
  • Evaluate competency as it relates to litigation assignments.
  • Develop an appropriate scope of work for complex litigation appraisal problems.
  • Identify appropriate valuation techniques for litigation assignments.
  • Develop an engagement letter for phased litigation assignments.
  • Identify best practices for preparation of demonstrative evidence.
  • Identify best practices for preparation for direct testimony.
Note. Applications in Litigation Valuation: A Pragmatist’s Guide is required for this seminar. If you do not have the textbook, please order in the Online Store.

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.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

  • This program is apprvoed by the California BREA for 7-hours of CEC.

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone.

Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270


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.

 

Women's Initiative Committee - Interactive Chat
Sep
1
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.

Our topic is Facing Challenges and Finding Work / Life Balance. If you’re feeling overwhelmed, you’re not alone! Never before have we faced so many challenges all at once. Take a break from your day and spend the lunch hour having “Chicken Soup” with your female colleagues.

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 8/28:  Only those pre-registered will be sent ZOOM details to connect to the chat.

"Virtual Workshop" Central California Branch Chapter presents "IRS, Loss, Gift & Estate Valuations"
Sep
3
Location: It's Virtual, Learn Where it is Most Convenient for You

IRS, Loss, Gift & Estate Valuations:  Changes in the Rules and How They Impact the Appraisal Process

The end of 2020 is seeing an uptick in demand for appraisals for gifting due to probable taxation changes after the November 3 election.  Appraisers want to know how to get some of that business. And…what will the estate planning landscape look like in 2021?

The Rules: The IRS has specific requirements for donation appraisals and a specific definition of market value. And…what is the Treasury Departments requirement for a Qualified Appraisal by a Qualified Appraiser for donations, date of death, and gifting appraisals? How can the appraiser prepare a report to withstand IRS scrutiny?

Disaster Loss: Taxpayers who suffer a substantial economic loss may be able to claim a casualty loss on their income tax return. The same valuation methods may apply to litigation if another party caused the damage.

Fractional Interest Valuation: The principles of valuation for fractional interests will be explored, including discounts for Lack of Marketability and Lack of Control.

Don’t miss this lively and informative 2-hour "virtual" workshop with a top estate attorney and three veteran appraisers, where we will explore the rules and how to “talk the talk” with prospective clients.

  • What estates must file a return? What are the exemptions now? 2021?
  • When are appraisals needed? “Step-up in basis”, 706, 709?
  • Who does the hiring of appraisers for IRS matters?
  • Client tax-saving opportunities from fractional interest discounts
  • What are the consequences of filing an estate return without a “proper” appraisal?
  • What happens in an audit? Tale of the client whacked with a huge penalty
  • Avoiding audit scrutiny
  • What are the relevant filing dates?  When is my appraisal needed?
  • Specific required wording in reports for the IRS

Panelists include
Charles H. Packer ("Chuck") - Estate and Trust Attorney, Hopkins & Carley
Norman C. Hulberg, MAI - Senior Managing Director, Valbridge Property Advisors - Northern California
Rebecca Frederick - Appraiser, Valbridge Property Advisors - Northern California
Nolan Tong - Sr. Appraiser, Valbridge Property Advisors - Northern California

Moderator
Carole Laval, SRA - Laval and Associates

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 (1) virtual / online education, (2) from an out-of-state provider and/or (3) offer reciprocal credit with the California 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.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

  • This program is approved by the California BREA for 2-hours of CEC (#18CP754601345).

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam, microphone and speakers.

  • ZOOM Link:  The ZOOM link will be sent within 24 hours of the offering only to those pre-registered who have submitted their Photo IDs/DLs to lisa@norcal-ai.org.  Subject line of your email should read "DL [insert your LAST NAME] - IRS Sept 2020.

Don't Delay - Register Today!
Appraisal Institute Designated Members, Candidates and Affiliates - $25
Standard / Non-AI Professionals - $35
 

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.