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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.
January 2021
Unconscious Bias Virtual Session for the Appraisal Profession
Jan
13
Location: It's Virtual! Learn Where it is Convenient and Comfortable

A special joint offering presented by ASA, AI, ASFMRA and MBREA

Moving Foward with Intention and Purpose

A spotlight has been put on the profession. We now have an opportunity to raise awareness, improve understanding and build new skills. At times like this it is important to provide diversity, equity and inclusion (DEI) training that acknowledges today's unique realities. With a heightened awareness of how unconscious preferences and biases can impact decision-making, in this virtual session we will thoughtfully and respectfully visit the impact of multiple crises — from COVID-19, economic uncertainty and social unrest — as a context for learning about unconscious bias. Unconscious bias often shows up in subtle ways. We will learn what unconscious bias is, why it matters and our individual and collective responsibilities as appraisal professionals for moving forward with intention and purpose.

Unconscious Bias

  • What It Is, Why It Matters and Appraisers’ Responsibilities

  • Learn How to Move Forward with Intention and Purpose

Program Objectives

  • Heighten understanding of unconscious preferences and biases —
    we all have them.

  • Learn to recognize unconscious biases that may negatively impact decision-making and effective interactions with colleagues, customers, and stakeholders.

  • Explore practical examples and learn how to mitigate our unconscious biases.

Don't Miss this FREE program.

Participate with your colleagues, in a large group virtual session on unconscious bias that has been tailored for the appraisal profession.

Questions?  Conact the Appraisal Institute's National Office at 312/335-4100 or education@appraisalinstitute.org

 
 
 
Board of Director's Meeting
Jan
21
Location: It's Virtual
Chapter Business Meeting and Installation Celebration
Jan
21
Location: It's Virtual! Participate Where it is Convenient and Comfortable

Stay after the Subdivision workshop and join us for a brief chapter meeting that includes presentation of designation certificates to newly designated members, awarding local cash scholarships and the Installation of our 2021 Leadership Team - plus receive an update on chapter, regional and national Appraisal Institute issues.  Active AI members will select their delegates to the chapter's 2022 Nominating Committee.  Then enjoy great company, feast on scrumptious "virtual" complimentary appetizers & beverages (yes, you prepare you own!) as you network with peers, friends and perhaps even prospective clients!

Those already registered for the Subidvision workshop do not need to register separately for this FREE event.

All are welcome to attend this first Chapter Meeting of the New Year!

Workshop: Residential Subdivision Land Valuation - The BIG Picture
Jan
21
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Developer / Presenter: Jim Glickman, MAI

This 2-hour workshop is designed to provide each student with a basic body of knowledge for the preparation or reivew of a real property appraisal involving underdeveloped residential subdivision land and/or developed lots within a developed residential subdivision.  While not a "how-to-value" workshop, it includes the following useful take-aways:

  • Understand important physical and legal considerations & restrictions
  • Understand the basic methods of site and lot valuation
  • See the "BIG" picture:  Understand the life cycle of a subdivision land
  • Recognize an atypical land transaction when encountered

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 (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  This chapter-developed offering is not being submitted to states outside of California.

  • 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 is approved for 2-hours of California BREA CEC and State Board of Equalization training credit.  It is also approved for Appraisal Institute CEC (10 points).

  • It is the student's responsibility to have the required equipment in working order - dependable Internet access, computer, webcam, speakers and microphone, agrees that attendance will be monitored and to forward their Photo ID/ Driver's License to the Chapter Office upon completion of registering online.

Appraisal Institute Designated Members, Candidates and Affiliates - $40
Standard / Non-AI Professionals - $55

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: Advanced Land Valuation: Sound Solutions to Perplexing Propblems - SOLD OUT
Jan
25
Location: It's Virtual! Learn Where it is Convenient and Comfortable

This January offering is now SOLD OUT.  However, we have just opened registration for a second offering on Friday, February 26.  Secure your spot before it too sells out!

Developer and Instructor: Gary DeWeese, MAI

By examining unusual and complex land valuation assignments, this seminar takes concepts covered in the Appraisal Institute curriculum to the next level. In addition to lecture, discussion, and Q&A, sample case studies will demonstrate, primarily in Excel, conceptual and practical applications that participants will be able to incorporate into their day-to-day work. The seminar will suggest strategies for performing these assignments.

  • Utilize a land residual technique based on a DCF analysis to value land intended for two alternative competing uses (“for rental” apartments versus “for-sale” condos)

  • Determine the highest and best use of land when the legally permissible, physically possible, and financially feasible use(s) are very uncertain and cannot be determined using traditional methodologies

  • Determine land rent using a non-traditional unit of comparison (in this case land rental value based on average traffic volume)

  • Estimate the value of land subject to a long-term ground lease with multiple forms of financial benefits accruing to the land owner

  • Determine land value when its value is a function of a curvilinear relationship – in this case determining the value of land suitable for apartment development as a function of density (allowable units per acre)


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 directly with their state licensing board(s) to confirm that the specific state(s) will (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA 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. 

  • This virtual program is approved for 7-hours of BREA and State Board of Equalization (SBE) CEC.  This offering meets ADQC's advanced topic criteria; AI professionals can earn 75 AI points.

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.
 
How to Become a Real Estate Appraiser
Jan
30
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Appraiser Diversity Workshop Scheduled

The Appraisal Institute is collaborating with the National Urban League and Fannie Mae to host a free virtual Appraiser Diversity Initiative workshop, “How to Become a Real Estate Appraiser,” Saturday, Jan. 30, noon - 1:15 p.m. EST.

“How to Become a Real Estate Appraiser” will teach attendees about increasingly attractive career options in the exciting world of real estate appraisal. The workshop will also provide knowledge regarding the role of residential property appraisers and their importance, generating valuable opinions useful for mortgage lending.

The workshop further addresses:

  • Giving an explanation of how appraisers develop opinions of value;
  • Explaining education and experience requirements to become an appraiser;
  • Describing opportunities to work flexible hours in the field or office; and
  • Answering questions with a panel of successful appraisers.

The goals of the Appraiser Diversity Initiative are to attract diverse new entrants into the residential appraisal field, overcome barriers to entry (such as education, training, and experience requirements), and provide support to position aspiring appraisers for professional success.

For more information or questions about this offering please contact the Appraisal Institute Headquarters Office at 312/335-4100 or click here.

Sierra Branch Chapter hosts "Virtual" Workshop: Understanding Legal Parcels and Descriptions - What Makes it Legal?
Feb
2
Location: It's Virtual! Learn Where it is Convenient and Comfortable

"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 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 (1) accept virtual / online education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA.  This chapter-developed offering is not being submitted to states outside of California.

  • 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 is approved for 3-hours of California BREA, State Board of Equalization and Appraisal Institute (15 points) CEC. 

  • It is the student's responsibility to have the required equipment - dependable Internet access, computer, webcam, speakers and microphone, agrees that attendance will be monitored and to to forward their Photo ID/ Driver's License to the Chapter Office upon completion of registering online.
 
Appraisal Institute Designated Members, Candidates and Affiliates - $60
Standard / Non-AI Professionals - $75

 

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.

Assessor’s Office Focus on Proposition 19
Feb
3

A FREE webinar hosted by the Alameda County Assessor's Office and the Fremont Chamber of Commerce

The financial squeeze that businesses are experiencing due to COVID has been devastating. Businesses must look to every resource to find and save money to weather the pandemic. Alameda County Assessor Phong La will join the Fremont Chamber of Commerce to discuss the work of the Assessor’s Office focusing on Proposition 19 and the recently passed low-value ordinance in Alameda. The financial impact of these programs could be of lifesaving for business.

This event is not sponsored or endorsed by the Northern California Chapter.