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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.
November 2021
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
"Virtual" Course: Business Practices and Ethics
Nov
10
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

Instructor: Dawn Molitor-Gennrich, SRA, AI-RRS

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.

This offering is being sponsored by the Sacramento-Sierra Chapter.  For questions contact the Sacramento-Sierra Chapter directly via email or at 916-972-9700.


General Demonstration Report - Capstone Program (2021)
Nov
15 - 21
Location: Facility TBA, Sacramento

The General Demonstration Report-Capstone Program is an option that Candidates for Designation may choose to complete their demonstration of knowledge requirement for their MAI designation. Like the traditional requirement, the same skills and knowledge base are required to produce a complete demonstration appraisal report. However, this program was designed to offer an option that accelerates the completion.

Required prerequisites that must be completed before Candidates for Designation working toward a MAI designation can register:

View register link for important registration, material release and pre-webinar dates and deadlines.  This offering is sponsored the Appraisal Institute National Office.  Questions?  Contact 312-335-4207.

"Virtual" Seminar: Extreme Appraising - Valuing CRE in a Down Market
Nov
15
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Instructor and Developer: Gary DeWeese, MAI

"Gary's analysis comes from the real world.  His examples are grounded in reality."                                                                                                                                     - August 2020 Attendee

" . . . depth of analysis is a breath of fresh air to the usual mundane CE choices available."
                                                                                                              - May 2021 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.

  • 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 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.
Appraisal Institute Designated Members, Candidates and Affiliates - $245
Standard / Non-AI Professionals - $275
Board of Director's Meeting
Nov
18
Location: It's Virtual
California Chatper of ASFMRA hosts 2021 Fall Meeting Ag Tour, Ag Pros Learning Lab and More!
Nov
18 - 19
Location: Harris Ranch Inn, Coalinga

The California Chapter, ASFMRA is excited to bring back an in person meeting for Fall 2021. Our goal is to offer industry professionals the opportunity to meet safely together in a casual setting for education, networking and a time of socializing. This year’s Fall Meeting includes an Ag Tour, Reception and Installation/Awards Dinner in addition to a new education offering, the Ag Pros Learning Lab.

View Meeting Brochure for full details.

This program is not sponsored by the Northern California Chapter of AI.  Registration issues and questions should be directed to California Chapter ASFMRA 209.368.3672 or info@calasfmra.com

 

"Virtual" Chapter Workshop, Business Meeting and Networking Social - "Arbitration: Expanding Your Appraisal Practice"
Nov
18
Location: It's Virtual! Learn Where it is Convenient and Comfortable

A 3-hour virtual chapter-developed workshop prior to our November Chapter Meeting and Networking Social. 

Most appraisers are familiar with the concept of arbitration. It’s an alternative to litigation for parties with a dispute to resolve the matter by agreeing that an arbitrator or panel of arbitrators will make the determination. Arbitration work for appraisers – either as an arbitrator or as an expert witness – is growing and can present interesting assignments.  

Our presenters will offer a survey of the most common arbitration assignments involving appraisers. They will then shed light on some of the common issues and problems that appraisers may face – or cause – in arbitration. Their examples will be based on real-world arbitration cases; several of which will show that all appraisers interested in arbitration work – regardless of their experience – should be familiar with the processes, rules and standards that apply to appraisers serving as arbitrators or working as experts in arbitration.

  • Introduction to Arbitration: What is Arbitration?  
  • General Arbitration Rules and Key Provisions in California Arbitration Act
  • Potential Roles of Appraisers in Arbitration:  Arbitration for Both Commercial and Residential Appraisers
  • Common Types of Arbitration Handled by Appraisers
  • Arbitration Details: Serving as an Arbitrator
  • Three of the Most Common Mistakes by Appraisers Serving as Arbitrators
  • How to Get Started

Co-Presenters include:
Paula K. Konikoff, JD, MAI, AI-GRS - Sole Practitioner in Arbitration and Litigation
Peter Christensen, Attorney, Christensen Law Firm

Following the 3-hour workshop (2-5pm Pacific Time) we will hold a brief virtual chapter meeting beginning at 5pm to catch up on Local, Regional and National issues and provide an opportunity for attendees to network with peers, colleagues, and perhaps even potential clients!

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 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 3-hours (15 points) of Appraisal Institute CEC. Applications for 3-hours of BREA and State Board of Equalization (SBE) CEC are being submitted.

  • 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.
Save up to $25 - REGISTER BY OCTOBER 29
Appraisal Institute Designated Members, Candidates and Affiliates - $50
Standard / Non-AI Professionals - $65

Register after October 29
Appraisal Institute Designated Members, Candidates and Affiliates - $60
Standard / Non-AI Professionals - $75
WIN-NC: Women's Initiative Committee Northern California - Interactive Chat
Dec
1
Location: It's Virtual! Participate Where it is Convenient and Comfortable

WIN-NC (Women's Initiative Committee - Northern California) is hosting another quarterly “WIN(ing) Conversations in Northern California”.

The purpose of these ZOOM meetings is to help women connect with other female valuation professionals in a casual, engaging format.  Whether you're an entry-level appraiser or a lifetime professional, join in our discussion!  All are Welcome!

Don’t miss this opportunity to meet other appraisers and hear from those who has risen to the top of the appraisal profession

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not available. 

RSVP or Questions? Contact Nancy Phillips, SRA

"Virtual" 2021 Commercial Symposium: Appraising Unique and Special Purpose Properties
Dec
3
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

This annual event returns as a 4-hour virtual classroom offering for 2021! 

Just what are unique and special purpose properties?

Special Purpose Property: A property with a unique physical design, special construction materials, or a layout that particularly adapts its utility to the use for which it was built.
 - The Dictionary of Real Estate Appraisal

Topics include

  • Business Appraisal 101
  • How to Avoid "Stepping in It" When Appraising Properties with Unusual Improvements
  • Senior Living Update and Market Outlook
  • The Cannabis Conundrum and Capital Solutions: It is Not All a Cash Business - Growing, Manufacturing and Dispensing Cannabis
  • It’s All About the Data: How to Tell the Good From the Bad in Climate Projections

Presenters include
Ricardo A. Goñi, Principal, Desmond, Marcello & Amster
Marcus Pigrom, Desmond, Marcello & Amster
Cynthia Le, Advisor - Senior Living Specialist, Colliers
Ryan Vaughn, PhD, Climate Analytics, Jupiter Intelligence
Chris Baumann, Senior Vice President, Socotra Capital

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 virtual classroom 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 4-hours (20 points) of Appraisal Institute CEC.  Applications for 4-hours of CA BREA CEC and SBE Training Credit for assessors are being submitted.

  • 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, speakers nd microphone, agrees that attendance will be monitored, forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration and accept education related emails from the Northern California Chapter.

BEST VALUE RATE!:  Register by November 5 - Save up to $70
Appraisal Institute Designated Members, Candidates and Affiliates - $95
Standard / Non-AI Professionals - $115

Register by November 19
Appraisal Institute Designated Members, Candidates and Affiliates - $115
Standard / Non-AI Professionals - $140

Register after November 19
Appraisal Institute Designated Members, Candidates and Affiliates - $135
Standard / Non-AI Professionals - $165