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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.
March 2021
The Post-COVID Real Estate Revolution: Accelerating Secular Trends, Cyclical Challenges, and Market Disruption Creates the Perfect Storm for a Dynamic Shift in the U.S. Real Estate Market
Mar
2
Location: It's Virtual! Participate Where it is Convenient and Comfortable

The Northern California Chapter is teaming-up again with the Northern California Chapter of Counselors of Real Estate (CRE) to present a one-hour COMPLIMENTARY webinar on Tuesday, March 2 at 12:00pm (Pacific Time).

Scott Crowe, Chief Investment Strategist of CenterSquare Investment Management will share insights as to how the U.S. commercial real estate market is poised to evolve in dramatic ways in a post-COVID environment.  The past year has accelerated many secular trends that were already in progress, creating a market that is redefining “core” real estate as we know it.  Mr. Crowe will cover the impact of these trends across sectors, identifying winners and losers as indicated by both the public and private markets. Specifically, he will address:

  • The Long Term Impact of COVID on E-commerce, Migration and the Future of Work
  • What the REIT Market Can Tell Us that The Private Market Can’t
  • Implications for Industrial, Office and Residential Sectors
  • The Rise of a New Core – Alternative Real Estate

Don’t miss the opportunity to hear from one of the real estate industry’s most forward-thinking investors who promises a conversation that is both practical and provocative.

There are no CEC hours associated with this joint offering.

 

Women's Initiative Committee - Interactive Chat
Mar
3
Location: It's Virtual! Participate Where it is Convenient and Comfortable

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 ZOOM "chats". 

Our March discussion topic is Building an Appraisal Business.  The purpose of our 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! 

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

Zoom Link:  WIC March: Building an Appraisal Business

2021 Annual Spring Conference
Mar
12
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Residential * Commercial * Agricultural 

The very first Valley Seminar began in 1970.  Our "modern" version of the Valley Seminar became known as the Spring Conference in 2000 and has taken place each spring at the Modesto Center Plaza since 2006.  2021 will be bring a "new first" as this offering will be presented in a virtual format.

This event continues to evolve each year, with expanded breakout sessions to provide a greater depth of topics and the opportunity to hear from and connect with a variety of industry professionals. It is the combination of quality and content which draws an increasing number of attendees not only from the Central Valley but from the greater Bay Area and beyond.

Special Guest
Craig Steinley, MAI, SRA, AI-GRS, AI-RRS,
Appraisal Institute 2021 National Vice President

Presenters include
Ali Wolf, Chief Economist, Zonda
Mike Belote, President / Lobbyist, California Advocates, Inc.
Joshua Borger, Partner, Berliner Cohen, LLP
Peter Christensen, Attorney, Christensen Law Firm
Denis DeSaix, MAI, SRA, Metrocal Appraisal
Tim Mustin, Senior Vice President, Jones Lang LaSalle Brokerage, Inc.
Thomas C. Solomon, Partner, CoSoL Commercial Real Estate
Tera Chumley, Senior Management Consultant, Stanislaus County Chief Executive Office
Bowen Cardoza, Vice President, CoSol Real Estate
Robert P. Caringella, MAI, SRA, AI-GRS
, Jones, Roach & Caringella, Inc.
Lee Smith, MAI, ARA, Lee B. Smith & Associates
Matthew Emrick,
Law Offices of Matthew Emrick
Steve Reynolds, Attorney, Reynolds Law Corporation
Lou Garone, MAI, SRA, AI-GRS, Former IRS Appraiser
Kemp Moyer, CPA, BPM

Presentations include our ever popular and informative Opening Session State of the Profession

Breakout topics include

  • Agricultural Market Overview
  • Commercial Market Overview:  Looking Back, Looking Forward
  • An Economist's View of the Northern California Residential Market
  • Litigation 101: Appraising for Legal Matters
  • Non-Lending Appraisals: IRS, Estates, Gifting and Bankruptcy - Working with CPAs & Financial Planners
  • The Legal Side of Alleged Discrimination in Appraising
  • Residential Issues: HBU and ADUs
  • Water Rights: How to Develop Credible Opinions of HBU and Market Value
Platinum Sponsor
Zonda

Silver Sponsors
Paddock Appraisal Service, Inc.
Valbridge Property Advisors l Northern California
ASFMRA California Chapter
LIA Administrators and Insurance Services

Bronze Sponsor
Corelogic
American AgCredit
CoStar
 
NorCal Sponsors
Cogdill and Associates, Inc.
Laval and Associates

Media Sponsor
AppraisalToday
 
Benefits of being a Spring Conference Sponsor
Every sponsorship level includes complimentary attendance - Learn More

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) prior to registering 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 with the CA BREA.  Pre-approvals from states outside of CA are not 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. 

  • This virtual program is approved for Appraisal Institute (35 Points) and 7-hours of CA State Board of Equalization (SBE) training credit (CAR #102111); an application for 7-hours of CA BREA CEC is being submitted.

  • 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.

BEST VALUE RATE - Save up to $95!
Register by February 26 - $100

Standard Conference Rate
Register by March 5 - $165

Late Conference Rate
Register after March 5 - $195

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.

2021 Real Estate Market Update and Outlook
Mar
18
Location: It's Virtual! Participate Where it is Convenient and Comfortable

Watch for online registration to open very soon!

An opportunity to get a sneak peek at the year ahead and leave with perspectives to keep pace with the changing markets and other important issues that may impact the appraisal profession of tomorrow.

In this 3-hour virtual presentation you will hear from real estate industry professionals in the areas of:

  • Commercial Markets: Deep Economic Insights and Expectations for the Future
  • Impact of COVID Closures: Retail and Apartments
  • Regulatory Impact:  Modernization Initiatives, USPAP Considerations, AVMs, AMCs and PAREA / Trainee Appraisers
  • AI (Artificial Intelligence):  Human vs. Machine

. . . and more!

Presenters include
- Ed Del Beccaro, EVP / San Francisco Bay Area Regional Manager, TRI Commercial RE Services, Inc.
- Lisa Desmarais, SRA, Vice President of Appraisal Issues, The Appraisal Foundation
- James Park, Executive Director, Appraisal Subcommittee (ASC), The Appraisal Foundation
- Paul Chandler, MAI, Founder / CEO, The Property Sciences Group
- Jeff Ashlock, MAI, SRA, AI-GRS, AI-RRS, Fremont Bank

 

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 classroom education, (2) accepts virtual classroom education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is not be submitted for pre-approval to states outside of California

  • 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. 

  • This virtual program is being submitted for 3-hours of California BREA CEC and SBE Training Credit.

  • 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.
BEST VALUE RATE!: Register by March 5 - Save up to $35!
Appraisal Institute Designated Members, Candidates and Affiliates - $40
Standard / Non-AI Professionals - $50

Register by March 12
Appraisal Institute Designated Members, Candidates and Affiliates - $50
Standard / Non-AI Professionals - $65

Register after March 12
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.

 

Board of Director's Meeting
Mar
18
Location: It's Virtual
Chapter Business Meeting and Networking Social
Mar
18
Location: It's Virtual! Learn Where it is Convenient and Comfortable
Sacramento-Sierra Chapter hosts "2021 Economic Forecast"
Mar
19
Location: It's Virtual! Learn Where it is Convenient and Comfortable

This half-day morning annual forum is sponsored by the Sacramento-Sierra Chapter.

Jim Wunderman, President & CEO Bay Area Council
California business climate and our work to support a functional Northern California Mega Region including the Bay Area, Greater Sacramento Regions, and the Northern Central Valley

Bob Shanahan, Senior Research Analyst Colliers International
Office Forecast, Multifamily Forecast, and Industrial Forecast

Dean Wehrli, Senior Vice President, Consulting, John Burns Real Estate Consulting
Regional Housing Market

This program is not sponsored by the Northern California Chapter of AI.   For questions or registration information contact jenny@sac-ai.org or call 916/972-9700.

ASFMRA hosts Outlook 2020 Virtual Agribusiness Conference
Mar
23 - 24

Join the California Chapter, ASFMRA for the Outlook 2021 Virtual Agribusiness Conference. 

Presenters will address key topics related to agribusiness as well as commodity updates to you in this webinar format. The release of the 2021 Trends® in Agricultural Land & Lease Values report will coincide with the conference and new regional breakout sessions will be offered this year. All attendees will receive a PDF copy of Trends®. Registration is available for one or both days.

Breakouts include

  • California Agriculture – Economic Overview
  • Irrigation Water Update
  • Grape Crush Report / Wine Grape Update
  • Tree Nut Industry Update
  • Ag Land Trends®
  • California Legislative Update
  • Berry Industry Update
  • Dairy Industry Update

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

 

Residential Appraiser Project Team - Interactive Chat
Mar
24
Location: It's Virtual! Participate Where it is Convenient and Comfortable

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

  • Creating roundtables that would assist with and serve in an advisory role in re-writing / updating residential forms
  • Expanding the presence of residential appraisers in leadership roles

Locally, the Northern California Chapter looks forward to hosting quarterly RAPT ZOOM meetings.  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

 

Monterey Branch Chapter hosts "COVID: One Year Later"
Mar
25
Location: It's Virtual! Participate Where it is Convenient and Comfortable

You've told us that connecting with other professionals is an important way of gathering relevant market information.  Based on the success of our 2020 informal "Brown Bag" virtual get togethers, we are gearing up to do it again! 

Please join us for our lunchtime intereactive open discussion of appraiser/appraisal issues, challenges, and solutions during the pandemic era. 

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:

  • Participation is complimentary. 
  • CEC is not availble.  
  • RSVP Required by 3/22:  Only those pre-registered will be sent details to connect to log-in to the ZOOM platform.  Since there is no CEC for this offering, registrants may opt to "call-in". 
  • Those seeking the full ZOOM experience will need to have: Internet access, a computer, a webcam and a microphone.  Note: Most laptops have cameras and microphones built in.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.

RSVP or Questions? Contact Chris Daniel, SRA

NEW Seminar! Desktop Appraisals (Bifurcated, Hybrid) and Evaluations
Mar
31
Location: It's Virtual! Learn Where it is Convenient and Comfortable

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

As the world changes, so do processes and methods used in many businesses including the appraisal profession. While alternative appraisal services like bifurcated, hybrid, and desktop appraisals and evaluations aren’t new, they are becoming more popular. Many appraisers are uncertain about the general requirements of each service, how appraisal standards might apply, and how these services might create liability. This seminar will provide more clarity about the different services being requested and help you to decide if these services are for you. It will review the expectations of alternative appraisal services, potential uses, appraisal standard implications, scope of work, and liability concerns as it applies to residential and commercial assignments. And it will review evaluation formats and the business opportunities for them.

  • Describe desktop appraisals, such as bifurcated and hybrid, and learn how and when they are used.
  • Discover how real estate collateral is used inside federally regulated banks and financial institutions.
  • Review the significant Federal and State laws governing all valuations — appraisals and evaluations used for loan originations, modifications, and other subsequent transactions.
  • Identify appraisal standards, Interagency Guidelines, lender requirements, and state law requirements for credentialed appraisers.
  • Recognize the development and reporting differences that differentiate appraisals from evaluations and desktop valuation services.

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 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" classroom 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 California BREA CEC.

  • 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.
 
Register by March 5: Still Time to Save up to $50
Appraisal Institute Designated Members, Candidates and Affiliates - $175
Standard / Non-AI Professionals - $195

Register after March 5
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-AI Professionals - $225