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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.
July 2021
Monterey Bay Appraisal Seminar
Jul
9
Location: It's Virtual! Learn from Where it is Convenient and Comfortable for You

We are pleased to present the debut offering of the revival of this long-standing networking and educational event.

And, no - our limited-time BEST VALUE RATE is not a typo.  Read on to find out why it is really only $19.60.

The Monterey Bay Appraisal Seminar originated in 1960 as a joint offering sponsored by the Society of Real Estate Appraisers, the Appraisal Institute and NAIFA.  After a hiatus of several years, the Northern California Chapter of the Appraisal Institute is proud to revitalize this iconic event.

Our 2021 debut offering will be a 6-hour "virtual" presentation.   But, we are already looking ahead to next year and plan to "go LIVE" and host this soon-to-be annual event in the scenic Monterey Bay area in 2022!

2021 Topics include:

  • State of the Profession
  • Avoiding Bias -- Building a Bias Defense:  An Examination of the Revised Advisory Opinion 16
  • When Attorneys are Our Clients:  The Ups and the Downs
  • All You Need to Know About Assessment Appeals

2021 Presenters include:
Craig Steinley, MAI, SRA, AI-GRS, AI-RRS - 2021 Appraisal Institute National Vice President
Paula K. Konikoff, JD, MAI, AI-GRS - Independent Consultant to the Real Estate Industry
Dawn Molitor-Gennrich, SRA, AI-GRS - Molitor-Gennrich Consulting, Inc.
Francois (Frank) K. Gregoire ASA IFA RAA - Gregoire & Gregoire, Inc., Member of NARs Diversity Committee
Russ Jeffries - Chair, AAB
Wendy Strimling - County Counsel, AAB
Larry Tack - Former Member of AAB, Retired Supervisor, Monterey Co. Assessor's Office
Glen Alder - Vice Chair, Monterey County Assessment Appeals Board
Mike Belote - California Advocates, Inc.
Sandra Adomatis, SRA - Adomatis Appraisal Service

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 / 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 30 points (6-hours) of Appraisal Institute CEC; applications for 6-hours of California BREA CEC and California State Board of Equalization (SBE) training credit are 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!: Register by June 25 - Save over $55!
Appraisal Institute Designated Members, Candidates and Affiliates - $19.60
Standard / Non-AI Professionals - $19.60

Register by July 2
Appraisal Institute Designated Members, Candidates and Affiliates - $39.20
Standard / Non-AI Professionals - $39.20

Register after July 2
Appraisal Institute Designated Members, Candidates and Affiliates - $78.40
Standard / Non-AI Professionals - $78.40
Board of Director's Meeting
Jul
15
Location: It's Virtual
Chapter Business Meeting and Networking Social
Jul
15
Location: It's Virtual! Learn Where it is Convenient and Comfortable
NEW! "Virtual" Seminar: Getting It Right from the Start: A Workout Plan for Your Scope of Work
Jul
23
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Instructor: Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS

The scope of work decision is the most critical one you will make in the development of an appraisal.  After identifying the key elements of the assignment, you decide what needs to be done to arrive at assignment results that address the needs of the intended users of the appraisal. This seminar will help you become familiar with the broad range of services that you can offer under USPAP and give you practice determining the appropriate scope of work for various types of assignments. Return to your office with greater confidence when making scope of work decisions.

Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-AI Professionals - $225
"Virtual" Course: Business Practices and Ethics
Jul
30
Location: It's Virtual! Learn Where it is Convenient and Comfortable

Instructor: Stephanie Coleman, MAI, SRA, AI-GRS, 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.

Register by July 2 - Save up to $80!
Appraisal Institute Designated Members, Candidates and Affiliates - $195

Standard / Non-AI Professionals - $215

Register after July 2
Appraisal Institute Designated Members, Candidates and Affiliates - $265
Standard / Non-AI Professionals - $275