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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.
"Virtual" Seminar: Extreme Appraising - Valuing CRE in a Down Market | |
Aug | Location: It's Virtual! Learn Where it is Convenient and Comfortable |
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 |
"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.
Panelists include Moderator A Special Note About Registering:
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. |
Seminar: Practical Highest & Best Use | |
Sep 10 - 11 | Location: It's Virtual, Learn Where it is Most Convenient for You This 7-hour offering was such a hit in 2019, we are bringing it back in 2020! If you missed it last year, here is your second chance. And not only are we bringing it back - but we are bringing it to you VIRTUALLY! Developer and Instructor: John Urubek, MAI A review appraiser, employed by a state-regulatory agency, commented in a USPAP class that highest and best use is the most deficient section in many appraisal reports. Whenever a market value opinion is developed, USPAP S.R. 2-2(a) requires the report to "summarize the support and rationale" for the highest and best use conclusion. This seminar is intended to enhance USPAP compliance for both residential and commercial appraisers. Learning Objectives
Registrants will receive a well-organized handbook that is a replica of the PowerPoint is provided. This 80+ page handbook will lessen in-class writing and assist the appraiser back at the office. A Special Note About Registering:
Don't miss this practical seminar. It will strengthen the logic and support in every-day appraisal reports. Limited Space Still Available - Register Today!
Appraisal Institute Designated Members, Candidates and Affiliates - $245 Standard / Non-AI Professionals - $270 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 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. 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: Extreme Appraising - Valuing CRE in a Down Market | |
Sep 14 | Location: It's Virtual, Learn Where it is Most Convenient for You Instructor and Developer: Gary DeWeese, MAI "Gary's analysis comes from the real world. His examples are grounded in reality." - August 2020 Attendee 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.
A Special Note About Registering:
Still Time to Secure Your Spot!
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. |
Board of Directors Meeting | |
Sep 17 | Location: It's Virtual |
Chapter Business Meeting and Networking Social | |
Sep 17 | Location: It's Virtual! Participate Where it is Convenient and Comfortable Join us for a brief chapter meeting that may include the virtual presentation of designation certificates to newly designated members, plus receive an update on chapter, regional and national Appraisal Institute issues. When you can't meet up in person, here is your opporutnity to connect with your friends and peers. Time: 5:00pm - until whenever Advanced registration is required so that the ZOOM link can be forwarded. |
"Virtual" Workshop, Chapter Business Meeting & Networking Social - (ADUs) Accessory Dwelling Units | |
Sep 17 | Workshop: Accessory Dwelling Units (ADUs): Valuation Challenges and the Law Hot off the Press! ADU regulations continue to evolve in California and throughout the country. Fannie Mae has just released an update to their ADU lending guidelines that affect all ADU potential ADU assignments targeted to Fannie. You will not want to miss the discussion. 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 include the need to evaluate the contributory value of an ADU.
A Special Note About Registering:
Come for the workshop then stay to join us for a brief chapter meeting immediately following the workshop that may include the virtual presentation of designation certificates to newly designated members, plus receive an update on chapter, regional and national Appraisal Institute issues. When you can't meet up in person, here is your opporutnity to connect with your friends and peers.
Attendance will be Limited. Spots are going FAST!
Appraisal Institute Designated Members, Candidates and Affiliates - $50 Standard / Non-AI Professionals - $65 |
Residential Appraiser Project Team - Interactive Chat | |
Sep 22 | 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
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 |