Mar
12
Fri
2021 Annual Spring Conference (Hosted by the Northern California Chapter)
Mar 12 all-day
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 . . . until this year. With the continuation of the COVID pandemic, we are shifting gears.  For the first time, Spring Conference will be presented in an interactive virtual format.  With this change, attendees will have an even greater opportunity to hear from and connect with a variety of industry professionals including – regulators, practicing appraisers, attorneys, and brokers.  It is this combination of quality and content which draws an increasing number of repeat and new attendees not only from the Central Valley but from the greater Bay Area and beyond!
All conference attendees will kick off the day with our annual “State of the Profession”.  You really don’t want to miss this session. Our opening speakers will be providing an update on important changes and trends that affect the real estate appraisal profession.

Breakout sessions include:

  • Residential Valuation Issues: ADUs and Highest & Best Use
  • The Legal Side of Alleged Discrimination in Appraising
  • Commercial Market Update:  Looking Back, Looking Forward
  • Water Rights: How to Develop Credible Opinions of HBU & Market Value
  • Agricultural Market Update
  • Litigation 101:  Appraising for Legal Matters
  • Non-Lending Appraisals:  IRS, Estates, Gifting & Bankruptcy
  • An Economist’s View of the Northern California Residential Market
 Sponsors include:
  • Zonda
  • Valbridge Property Advisors | Northern California
  • Paddock Appraisal Service, Inc.
  • Corelogic
  • Cogdill and Associates
  • Laval and Associates

Click Here to Register Now

Mar
19
Fri
2021 Economic Forecast – Virtual
Mar 19 @ 8:00 am – 12:00 pm

Registration: 7:30am; Class: 8:00am-12:00pm

AI Tuition: $120; Non-AI Tuition: $135

Speakers and Topics:

Jim Wunderman, President & CEO Bay Area Council

California business climate and our work to support a functional Northern California Megaregion including the Bay Area, Greater Sacramento Regions, and the Northern Central Valley.

Bob Shanahan, Senior Research Analyst Colliers Intl

Office Forecast, Multifamily Forecast, and Industrial Forecast

Dean Wehrli, Senior Vice President, Consulting, John Burns Real Estate Consulting

Regional Housing Market

Click Here to Register Now

 

Apr
13
Tue
7-HR USPAP (Virtual) featuring Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS
Apr 13 all-day

AI Tuition: $195; Non-AI Tuition: $210

ZOOM link to be emailed out to all registered attendees the day prior to class

Click Here to Register Now

Registration: 8am; Class: 8:30am-4:30pm

This 7-hour 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.

NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.

 

Apr
20
Tue
4-Hour Laws & Regs (Virtual offering – must have webcam to enroll in this class)
Apr 20 @ 12:00 pm – 5:00 pm

AI Tuition: $120; Non-AI Tuition: $135

Click to Register Now

Registration: 11:30am; Class: 12:00-5:00pm (includes mandatory 1-hour open book exam)

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

This will be a virtual offering via ZOOM and each attendee is required to have a webcam

**This class is required in CA every 2 years…don’t miss out!!**

Description: 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

Apr
29
Thu
Getting It Right from the Start: A Workout Plan for Your Scope of Work (Virtual) – Featuring Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS
Apr 29 all-day

AI Tuition: $185; Non-AI Tuition: $195

Registration: 8am; Class: 8:30am-4:30pm

Click Here to Register Now

Description:

NEW SEMINAR!
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.

 

May
6
Thu
Extreme Appraising – Valuing CRE in a Down Market (Virtual) – Featuring Gary DeWeese, MAI
May 6 all-day

AI Tuition: $195; Non-AI Tuition: $205

Registration: 8am; Class: 8:30-4:30pm

Click Here to Register Now

*Webcam and microphone required to take the class*

Description:

Given the possibility of declines in the value of CRE as a result of COVID-19, this seminar will address critical issues, often misunderstood even by experienced commercial appraisers, in valuing property in a declining market.

The seminar will be based on a hypothetical case study property, a multi-tenant office building. The primary focus of the case study is to value the property “as is” and “when stabilized”, using all three valuation approaches, based on the following circumstances:

  1. The property is 50% vacant in a market experiencing 20% vacancy, thus necessitating the proper measurement of a rent-up adjustment to be incorporated in all three approaches to value the property “as is”.
  2. The market is forecast to experience on-going, but temporary, external obsolescence based on a detailed fundamental market analysis, which will be demonstrated using current methodologies and also incorporated in valuations..

In addition, the case study property also incorporates two other issues that will need to be addressed in the valuations.

  1. One lease at the property was first negotiated when the market was much stronger. The rent for this lease was recently reduced and the term extended, in a so-called “blend and extend” renegotiation, but is still above market, therefore necessitating a “property rights adjustment”.
  2. Another lease includes an apparent higher than market rent due to substantial landlord provided concessions, therefore necessitating a measure of “effective rent” for purposes of forecasting the rent at the time of lease renewal.

All of these issues will be discussed and then analyzed entirely in Excel, although attendees do not need to be an Excel expert to benefit from the seminar.

May
25
Tue
Business Practices & Ethics (Virtual) – Featuring Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS
May 25 all-day

AI Tuition: $175; Non-AI Tuition: $190

Registration: 8am; Class: 8:30-3:30pm

*Each attendee is required to have their own webcam and microphone in order to register for this class*

Click to Register Now

Description: 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.

Oct
21
Thu
4 Hour Laws & Regulations (Virtual) featuring Dawn Molitor-Gennrich, SRA, AI-RRS
Oct 21 @ 12:00 pm – 5:00 pm

Location: TBA

Registration: 11:30; Class: 12-5pm (includes mandatory 1 hour open book exam)

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

AI Tuition: $120; Non-AI Tuition: $135

Click Here to Register Now

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

Nov
10
Wed
Business Practices & Ethics (Virtual) featuring Dawn Molitor-Gennrich, SRA, AI-RRS
Nov 10 all-day

Location: Virtual

AI Tuition: $175; Non-AI Tuition: $190

Registration: 8:00am; Class: 8:30am-3:30pm

Click Here to Register Now

Description: 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.

Dec
14
Tue
7-HR USPAP (New 2022-2023 Version) (Virtual) Featuring Stephanie Coleman, MAI, SRA, AI-GRS, AI-RRS
Dec 14 all-day

Location: Virtual

Registration: 8am; Class: 8:30am-4:30pm

AI Tuition: $195; Non-AI Tuition: $210

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

**Webcam and microphone are required to participate in this class and be visible the entire time**

Click Here to Register Now

Description: This 7-hour 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.

NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.