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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.
December 2021
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!

Topic:  "Time: Efficiency and Work-Life Balance"

  • What is Out of Balance and How to Find Balance?
  • Causes of Workplace Stress
  • Health Risks from Negativity and Stress
  • The Warp-Speed of Life
  • Training Your Mind to Experience a More Optimal State of Wellbeing

Presenter: Tom Norris, True North Coaching

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 and 4-hours of CA BREA CEC (#21CP754601484) and SBE Training Credit for Assessors (CAR #102227).

  • 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 and 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.

Sponsorship Opportunities Available - Learn More
All Sponsorship Levels include Complimentary Attendance with CEC!

Gold Sponsor
- Coverlease

Don't Miss this Year-End Opportunity
Appraisal Institute Designated Members, Candidates and Affiliates - $135
Standard / Non-AI Professionals - $165
Silicon Valley Branch Chapter "Direct Caffeination"
Dec
6
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: Federal and California Statutory and Regulatory Laws (4-Hours)
Dec
6
Location: It's Virtual! Learn Where it is Convenient and Comfortable

HURRY! Last scheduled offering in California for 2021.
Given the interactive format of this offering, attendance will be LIMITED. 

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Includes the required open-book exam.

Developer & Instructor(s): Dawn Molitor-Gennrich, SRA, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

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.  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 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 - $135
Standard / Non-AI Professionals - $145
NEW! "Virtual" Course Release: 2022-23 National USPAP Update (7-Hour)
Dec
7
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

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

This NEW 2022-23 one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.   Approved by the California BREA for 7-hours of CEC - #21CP754601481.

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirements.

 

Special Notes 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 classroom education, (2) accepts virtual classroom education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA before registering.  Some states may have special reporting requirements that the chapter is not able to comply with.  Not all 50 states have approved this new 2022-23 version.

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

  • All students must report to class with a copy of the current version of USPAP 2020-21. This publication is available directly from The Appraisal Foundation and should be ordered well in advance to ensure delivery.  The electronic and print versions of USPAP 2020-21 are both acceptable.  Do we really need the 2020-21 USPAP for an updated 2022-23 offering?  Yes, learn why.
 
Register by November 29 - Save up to $65
Appraisal Institute Designated Members, Candidates and Affiliates - $180
Standard / Non-AI Professionals - $220

Register after November 29
Appraisal Institute Designated Members, Candidates and Affiliates - $200
Standard / Non-AI Professionals - $245
RES-NC Residential Northern California - Interactive Chat
Dec
8
Location: It's Virtual! Participate Where it is Convenient and Comfortable

RES-NC, a Northern California Chapter program, connects residential appraisers through quarterly interactive “chats”.

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.  Whether you are new to the profession or a lifetime professional, join in the discussion.

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

Sacramento Sierra Chapter End of Year Social
Dec
9
Location: Kathrin's Biergarten, Rocklin

Need a reason to celebrate?  Looking to have some fun?  Just want to meet up with others "in-person"?

All are welcome!

When: Thursday, December 9th 

Time:  5pm to 8pm

Where: Kathrin's Biergarten in Rocklin, CA (Kathrin's Biergarten): Outdoor Patio

Why: Fellowship, Good Times, and Good Vibes

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.

"Virtual" Course: Business Practices and Ethics
Dec
13
Location: It's Virtual! Learn Where it is Convenient and Comfortable

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.

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.  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 of Appraisal Institute and BREA 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.
Secure Your Spot Today!
Appraisal Institute Designated Members, Candidates and Affiliates - $265
Standard / Non-AI Professionals - $275


NEW! "Virtual" Course Release: 2022-23 National USPAP Update (7-Hour)
Dec
14
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

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

This one-day update course, copyrighted by The Appraisal Foundation, focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers. The course, which clarifies several commonly misunderstood aspects of USPAP, will aid participants in all areas of appraisal practice seeking updated competency in USPAP, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.

*Please confirm with the Sacramento-Sierra Chapter prior to registering that this will be the 2022-2023 version*

NOTE: Appraisers must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP continuing education requirement.

Participants can take the 15-hour USPAP course, but it will only count for hours toward his or her state's continuing education requirement; the 15-hour program will not meet the USPAP continuing education requirement.

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.