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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.
September 2021
WIN-NC: Women's Initiative Committee Northern California - Interactive Chat
Sep
14
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!

Special Guest Speaker: Sara Stephens, MAI, AI-GRS, GRE
Sara was the Appraisal Institute’s 2012 National President and is the 2021 recipient of the Women’s Initiative Committee’s Spotlight Award.  The award recognizes an AI professional who has made an important contribution to fostering the growth of women in the valuation profession.  As owner and principal of Richard A. Stephens & Associates, Little Rock, AK, Sara has over 30 years of experience and specializes in eminent domain, litigation support and tax appeal.  Sara is an enthusiastic supporter of women in the profession and will share her experience as a successful business owner and leader in the appraisal profession. 

Don’t miss this opportunity to meet other appraisers and hear from someone 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

Zoom Link:  WIN-NC Rising to the Top of the Appraisal Profession

Board of Director's Meeting
Sep
16
Location: It's Virtual
Chapter Workshop, Business Meeting and Networking Social - "IRS Valuation Update: The Not-So-Common Appraisals that the IRS Reviews"
Sep
16
Location: It's Virtual! Learn Where it is Convenient and Comfortable


The ZOOM link was sent at 8:55am on 9/14 to all confirmed registrants
who provided their photo IDs in advance.


Valuation assignments for the Internal Revenue Service can be challenging, especially with assignments relating to estate & gift, casualty loss and conservation easements.

This IRS Valuation Update workshop addresses the federal income tax code and regulations pertaining to the valuation and donation of conservation and historic preservation easements, estate and gift tax common problems with an overview of recent tax court opinions relating to valuation. Appraisers, CPAs, Land Trusts, and Attorneys should all be familiar with these requirements and the recent tax court decisions. Additionally, the virtual workshop will cover a review of the most recent common issues/problems with appraisals submitted to the IRS.

  • IRS Valuation: Who We Are and What We Do
  • Overview of Tax Regulations
  • The Qualified Appraiser and the Qualified Appraisal
  • Estate & Gift Valuation Issues
  • Report on Conservation Easements
  • Significant Tax Court Rulings
  • The IRS Review: The Appraiser's Role and Issues
  • Expert Witness: Role in Exam and Counsel

Presenters include
Frank R. Molinari, SRA, CVA, IRS Senior Manager, Engineering
Alex Nicholaides, IRS Senior Counsel, Office of Chief Counsel

Following the 2-hour workshop (3-5pm 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 since the offering is approved by the CA BREA.  We are hearing that more states are now accepting reciprocal credit if the offering is approved by the CA BREA; Washington, Hawaii, Alaska, and Idaho may be among them - check directly with your state board before registering.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with. 

  • This virtual program is approved for (10 points) 2-hours of Appraisal Institute CEC  and 2-hours of California BREA CEC; an application for 2-hours of California State Board of Equalization (SBE) CEC has been 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.
HURRY!  Less than 10 spots available
Appraisal Institute Designated Members, Candidates and Affiliates - $60
Standard / Non-AI Professionals - $75
"Virtual" Seminar: Rural Valuation Basics - SOLD OUT
Sep
20
Location: It's Virtual! Learn Where it is Convenient and Comfortable


The ZOOM link was sent at 3:25pm on Fri. 9/17 to all confirmed registrants
who provided their photo IDs in advance.


Instructor: Justin Slack, MAI, SRA, AI-GRS, AI-RRS

Rural Valuation Basics provides residential and general appraisers with the fundamentals of analyzing comparable data for use in rural appraisal assignments. This 7-hour seminar will focus on land mix analysis, improvement value extraction and allocation, and how to develop adjustments. While working on a typical rural property case study that both residential and commercial appraisers might be asked to appraise, participants will learn how to properly analyze and use information that is available in rural markets to support a credible opinion of value. Excel spreadsheets will be provided which will assist participants in their analyses.

"Virtual" Seminar: Valuation by Comparison: Residential Analysis & Logic
Sep
24
Location: It's Virtual! Learn Where it is Convenient and Comfortable

The ZOOM link was sent at 5pm on Tues. 9/21 to all confirmed registrants
who provided their photo IDs in advance.

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

Real estate markets and residential appraisal requirements have changed significantly due to market volatility and increased oversight, which has left residential appraisers searching for new strategies to handle their appraisal assignments. This seminar revisits valuation fundamentals and illustrates why you need data collection and analytical skills more than ever. The seminar uses and is based on the 2018 updated 2nd edition of Valuation by Comparison. You’ll learn why clients need an appraisal, why you must have appropriate market data, and why it is imperative that you know your market. You’ll discover how to find the information you need in markets where data is scarce, inconsistent, or misleading. And you’ll explore techniques to accurately interpret and then anticipate the actions of buyers and sellers in today’s market. Whether you are an experienced appraiser or newer to the profession, you’ll learn about a variety of approaches and resources that are available for gleaning indications of market value, and you’ll better understand which items require adjustment and which items can be ignored.

All students are required to have the following text accessible during instruction:

Valuation by Comparison, 2nd Edition
This text can be purchased directly through the Appraisal Institute's online store.

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 (35 points) 7-hours of Appraisal Institute CEC and 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 forward their Photo ID/ Driver's License to the Chapter Office upon completing your online registration.

Only Offering of this Seminar Scheduled for 2021
Appraisal Institute Designated Members, Candidates and Affiliates - $195
Standard / Non-AI Professionals - $225
Silicon Valley Branch Chapter "Direct Caffeination"
Sep
27
Location: Crystal Springs Starbucks, San Mateo

We're Back!  

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.

ASFMRA hosts Informational Webinar on PAREA
Sep
29

Instructor:  Mark Lewis, ARA, RPRA, Chair of the AQB

Practical Applications of Real Estate Appraisal (PAREA) is an alternate path for aspiring appraisers to obtain all or a portion of their required experience for license or certification as a real estate appraiser. The program was made effective on January 1, 2021, by the Appraiser Qualifications Board (AQB) of The Appraisal Foundation. In this webinar, the current Chair of the AQB, Mark Lewis, ARA, RPRA, will brief participants on the background of PAREA, the progress being made for its full implementation, and what it means to aspiring appraisers and employers.

Start Times:
10:00 AM Pacific / 11:00 AM Mountain / 12:00 PM Central / 1:00 PM Eastern

Note: A Zoom Webinar invitation will be sent to all registrants prior to the event.  If you have not received your Zoom Registration link 24 hours prior to the event, please contact us at lharvey@asfmra.org

Note:  This offering is not sponsored nor endorsed by the Northern California Chapter.  For specific questions contact Deanna Ilk dilk@asfmra.org