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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.
October 2021
ASFMRA hosts Informational Webinar on PAREA
Sep
29

Instructor:  Mark Lewis, ARA, RPRA, Chair of the AQB

Practical Applications of Real Estate Appraisal (PAREA) is an alternate path for aspiring appraisers to obtain all or a portion of their required experience for license or certification as a real estate appraiser. The program was made effective on January 1, 2021, by the Appraiser Qualifications Board (AQB) of The Appraisal Foundation. In this webinar, the current Chair of the AQB, Mark Lewis, ARA, RPRA, will brief participants on the background of PAREA, the progress being made for its full implementation, and what it means to aspiring appraisers and employers.

Start Times:
10:00 AM Pacific / 11:00 AM Mountain / 12:00 PM Central / 1:00 PM Eastern

Note: A Zoom Webinar invitation will be sent to all registrants prior to the event.  If you have not received your Zoom Registration link 24 hours prior to the event, please contact us at lharvey@asfmra.org

Note:  This offering is not sponsored nor endorsed by the Northern California Chapter.  For specific questions contact Deanna Ilk dilk@asfmra.org

2021 Annual Fall Conference: Real Estate and Appraisal Symposium
Oct
15
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

Learn What Your Competitors are Learning
Take a peek at the registration brochure to learn more about the terrific topics we'll be covering!

The ZOOM and MATERIAL LINKS were sent out at 3:15pm on 10/13 to all confirmed regsitrants who provided their photo IDs in advance.

2021 marks the 71st consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference. 

Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

Opening Keynote:
The Great Disruption:  Top 5 Trends in a Post-Pandemic Economy
Dr. Ralph B. McLaughlin
Chief Economist and Senior Vice President of Analytics
Haus, Inc.

Panelists include
Sandra Adomatis, SRA, 2022 Appraisal Institute National Vice President, Adomatis Appraisal Service
Jordan Levine, Chief Economist, C.A.R.
Dawn Molitor-Gennrich, SRA, AI-RRS, Molitor-Gennrich Consulting, Inc.
Darwin Ernst, SRA, AI-RRS, Homestreet Bank
Charles H. Packer ("Chuck"), Estate and Trust Attorney, Hopkins & Carley
Norman C. Hulberg, MAI, Senior Managing Director, Valbridge Property Advisors - Northern California
Kerry Jorgensen, MAI
Misty Ray, MAI, AI-GRS
Shelly Tanaka, MAI, AI-GRS
Brian Rapela, MAI, Managing Partner, Joseph Blake & Associates
Robert Sammons, Senior Director, Bay Area Research, Cushman & Wakefield
Greg Matter, SIOR, Executive Managing Director, JLL
Joel Woodmass, Research Manager, Norcal Industrial, JLL
Denis A. DeSaix, MAI, SRA, Principal, Metrocal Appraisal
Jonathan J. Schrader, MAI, AI-GRS
, F&M Bank
Kathryn Sturgis-Bright, MAI, Senior Commercial Review Appraiser, Appraisal Review Department - West, Zions Bancorporation
Douglas Potts MAI, AI-GRS, Founder, Delta Real Estate Analytics LLC

Beakout sessions include

  • Appraisals for the IRS
  • Evaluations and Validations:  Tools that Need to be in Your Toolbox
  • Snapshots of Residential Markets:  Now and What's Next?
  • Commercial Market Update
  • Ask the Experts (Residential)
  • Ask the Experts (Commercial)
  • Residential Fundamentals:  Home Measuring Standards and Top Ten Common Appraisal Errors
  • From the Trenches: Commercial Valuation Fundamentals

NEW! In-Person BONUS NETWORKING Option for 2021
Appraisers just want to have FUN!  Really, they do! 
We are always looking for ways to exceed your expectations and improve this 71-year-old event!  While we cannot hold the actual conference in person, several of our Branch Chapters are holding informal, in-person "Simply Socials" following the conclusion of the conference.  No added fee to attend.  No reservation needed.  Just show up to "Meet and Greet".  All are welcome and invited to join us. These in-person optional networking socials will start at 5:30pm (but don't be afraid to show up early - as long as you don't skip out of your afternoon breakout before the ending time or you'll miss out on your CEC) and they will last until . . . well, until whenever!

•           Modesto:  Sierra Branch Chapter - The Brass Tap
           
- Questions? Contact Jeanine Kraus, MAI, SRA, AI-GRS

•           San Carlos: Silicon Valley Chapter / Mid-Peninsula - Devil's Canyon Brewery
           
- Questions? Contact Clint Freeman, MAI



A Special Note About Registering for the Conference

  • 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 / classroom education, (2) accepts education from an out-of-state provider and/or (3) offers reciprocal credit if the offering is approved by the CA BREA.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.

  • This virtual program is approved for 6-hours (30 points) of Appraisal Institute CEC, 6-hours of CA State Board of Equalization (SBE) for assessors (CAR# 102195) and 6-hours of California BREA CEC (#21CP754601480).

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 

  • 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.
 
Standard Conference Rate - $265 per person

Sponsors include

  • Kidder Mathews
  • LIA Liability Administrators and Insurance Services
  • Laval and Associates
  • AppraisalToday
  • Valbridge Property Advisors l Northern California

Learn More About Sponsorship Opportunities
- Benefits include Complimentary Attendance for Bronze through Diamond Levels!

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

Join us at 9am 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.

"Virtual" Seminar: How Tenants Create or Destroy Value - Leasehold Valuation and its Impact on Value
Nov
1
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Developer and Instructor: Gary DeWeese, MAI

If you’re involved in the valuation of commercial real estate, it’s crucial to know how the terms of a lease affect value. This seminar goes beyond methodology to explore how to measure a property rights adjustment, the theory underlying the use of a leasehold yield rate (YLH) to value the leasehold, as well as the application of a property rights adjustment in all three approaches to value.

  • Recognize how the terms of a tenant’s lease impact value—either positively or negatively.
  • Identify situations that require a valuation of a leasehold.
  • Identify methodologies in valuing a leasehold, including examples and exercises.
  • Recognize the impact of a leasehold in the valuation of property using all applicable approaches.
  • Identify challenges facing appraisers performing leasehold valuation assignments.

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 / classroom 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 virtual program is approved for 7-hours of Appraisal Institute, BREA and State Board of Equalization (SBE) CEC. 

  • Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" classroom version that falls under the temporary exemption for virtual / classroom education due to COVID / SIP restrictions. 

  • 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.
Only Scheduled Offering ANYWHERE for the Remainder of 2021
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $270