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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.
May 2021
"Virtual" Seminar: Litigation Assignments for Residential Appraisers - Doing Expert Work on Atypical Cases
Apr
27
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Seminar Reviewer and Instructor:  Sandra Adomatis, SRA

If you are not familiar with residential litigation and are interested in performing more challenging residential assignments, this fast-paced half-day (4-hour) seminar is for you!

Find out the basics of analyzing atypical residential properties for purposes of litigation. In the first case study, which is about a new house on an old dump, the class will initially identify the appraisal problem. The seminar includes opportunities to distinguish between partial and complete remediation and the role of each in this appraisal problem. Learn to differentiate between pounds of paper and critical information. Then discover how disclosure of defects may affect market value. Identify what to do when a typical sales comparison approach is not applicable. Enhance your skills in an entertaining learning environment.

The second case, which involves a home with a disappearing dock, explores deeded rights to community recreational amenities and due diligence in identifying rights associated with ownership. Learn how questionnaires can be helpful problem-solving tools.

The basics of title defect actions require identifying and measuring contributory value of a component, the disappearing dock. Learn tips to help you solve that difficult assignment in a convenient 4-hour virtual presentation!

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 before registering.

  • 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 4-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.
BEST VALUE RATE!: Register by April 9 - Save up to $50!
Appraisal Institute Designated Members, Candidates and Affiliates - $105
Standard / Non-AI Professionals - $135

Register after April 9
Appraisal Institute Designated Members, Candidates and Affiliates - $125
Standard / Non-AI Professionals - $155
2021 Northern California Residential Appraisal Conference
May
7
Location: It's Virtual! Learn Where it is Convenient and Comfortable

A full-day residential conference jointly sponsored  by the Northern California Chapter of the Appraisal Institute and the Real Estate Appraisers Association (REAA). 

After missing a year due to the pandemic . . . we are back!  Well, almost.  We will convene by ZOOM for a day of virtual learning and networking.  Applications for 6-hours of CEC will be submitted to the Appraisal Institute, the California BREA and SBE.

Preliminary topics include:

  • Appraising the Tough Ones:  Complex, High-end, and Unique Residential Assignments
  • Understanding Legal Parcels and Descriptions: What Makes it Legal?
  • Digitizing the Appraisal Process
  • 2021 Legal Tune-up for Residential Appraisers
Presenters include
Neil A. Lefmann, MAI, SRA - Senior Appraiser, Valbridge Property Advisors
Alison Teeman - Yovino-Young, Inc.
Mary C. O'Neill - O'Neill and Associates
John T. Dingeman, MNAA - Chief Appraier, Class Valuation
Scot Rose
, Chief Innovation Officer, Class Valuation
Peter Christensen, Attorney, Christensen Law Firm
Jim Martin, BREA Chief (retired)
 

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 have special reporting requirements that the chapter is not able to comply with.

  • This virtual program is being submitted for 6-hours of California BREA CEC and SBE Training Credit.

  • 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.

BEST VALUE RATE!: Register by April 16 - Save up to $65!
Appraisal Institute Designated Members, Candidates and Affiliates and REAA Members * - $85
Standard / Non-AI Professionals - $100

Register by April 23
Appraisal Institute Designated Members, Candidates and Affiliates and REAA Members * - $100
Standard / Non-AI Professionals - $125

Register after April 23
Appraisal Institute Designated Members, Candidates and Affiliates and REA Members *- $125
Standard / Non-AI Professionals - $150
 
(*) REAA members will a discount/promotional code to trigger discounted registration feel.  The discount / promotional code will be provided to REAA members from their individual REAA chapters.
 
Sponsors include
Laval and Associates
AppraisalToday
 
Learn more about Sponsorship Benefits including complimentary attendance!

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter and REAA 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.

 
2021 Spring Litigation Conference
May
13
Location: It's Virtual! Learn Where it is Convenient and Comfortable

LISTEN.  PARTICIPATE.  LEARN.

You missed it in 2020.  We missed it in 2020.  It's returning in 2021 - in a virtual format for the first time!

Our 2021 Spring Litigation Conference presents advanced topics to appraisers interested in litigation work. This is a chance to sharpen your knowledge and broaden your practice by listening to some of the top experts in the region.

Topics include:

  • Cannabis, Alcohol, Housing Prohibition, and No Animals Allowed!  New Controversies in Title Insurance
  • Exhibits, Demonstrative and Graphics for Virtual or Live Testimony: A Picture is Worth a Thousand Words
  • A Judge’s View of Appraisers and Appraisals in Condemnation Cases
  • New Rules Hammerlock Admissible Testimony:  The Implications of Sanchez and Stamps on Expert Testimony
  • Effective Use of Real Estate Appraisers in Tax Appeal Cases
Presenters include:
- David M. Rosenthal, J.D., Chief Operating Officer, LegalVision
- Hon. John W. Kennedy, Jr. (Ret.)
- Joshua D. Cohen, Esq., Wendel, Rosen, Black & Dean
- Robin Thornton, Esq., Wendel, Rosen, Black & Dean
- Norman C. Hulberg, MAI, Valbridge Property Advisors
- Laura S. Lowe, Esq., Chief Underwriting Counsel – Western Division, Old Republic Title Company
- Carlos A. Alvarez, Esq., Steyer Lowenthal Boodrookas Alvarez & Smith
- Bruce J. Stavitsky, Attorney / Managing Partner, Stavitsky & Associates, LLC

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 have special reporting requirements that the chapter is not able to comply with.

  • This virtual program is being submitted for 6-hours of California BREA CEC and SBE Training Credit.

  • 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.

BEST VALUE RATE!: Register by April 16 - Save up to $145!
Appraisal Institute Designated Members, Candidates and Affiliates - $180
Standard / Non-AI Professionals - $230

Register by April 30
Appraisal Institute Designated Members, Candidates and Affiliates - $225
Standard / Non-AI Professionals - $275

Register after April 30
Appraisal Institute Designated Members, Candidates and Affiliates - $275
Standard / Non-AI Professionals - $325
 

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.

Chapter Business Meeting and Networking Social
May
20
Location: It's Virtual! Learn Where it is Convenient and Comfortable
Women's Initiative Committee - Interactive Chat
Jun
2
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 June discussion topic is to be announced. In March we discussed How to Build 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