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2024 Annual Fall Conference: Real Estate and Appraisal Symposium

October 18

Our 2024 Annual Fall Conference is “under final construction”.
Save the Date!  Watch for registration to open in early August.

“LIVE” from the Bay Area! 2024 marks the 74th consecutive year that the Northern California Chapter has presented its award-winning Annual Fall Conference.

 

Cindy Chance 2024 NEW cropped Opening Keynote

State
of the Profession
Dr. Cindy Chance
CEO
Appraisal Institute

 Fall Conference is the real estate appraisal profession’s longest-running and highest-rated one-day continuing education & networking event on the West Coast. Our conference consistently draws over 250 participants and features the real estate profession’s “most in-the-know” presenters.  Our topics will keep you informed of the latest developments that affect your profession, your profitability, your business – your future.

Earn 7-Hours of CEC. Applications for 7-hours of Appraisal Institute (35 AI CEC points) and California BREA CEC will be submitted.  Note: BOE/SBE no longer issues CAR numbers for assessors but has PRE-APPROVED this offering for 7-hours of SBE Training Credit.  Some states including Hawaii, Washington, Idaho, and Alaska may offer reciprocal credit.  ASA, ASFMRA and IRWA also generally offer reciprocal credit for Appraisal Institute offerings.  Check with your state board and/or organization(s) directly before registering.

 

NEW for 2024

  • Good News for Attorneys!  For the first-time, we intend to submit an application for 4.5 hours of MCLE for our 2024 Annual Fall Conference.  MCLE Legal Track Sessions include Legal Parcels, Expert in Litigation, and California’s New Housing Laws; our application for California MCLE credit is pending approval.
  • More than Learning!  Watch for details coming soon on additional networking and fun social experiences prior to and post-conference.

 

Breakout Sessions
– Credit Risk Relevance: What Matters to Who and Why?
– Appraisals for the IRS: Understanding Valuation Requirements
– California’s Bewildering New Housing Laws:  How Do the New Rules Impact Valuation?
– From the Horse’s Mouth: Appraiser as Expert in Litigation
– The ABC’s of ADUs: What Appraisers Need to Know
– Rural Residential Appraisals:  The Complete Process from Call to Report
– Adapting to the Age of Artificial Intelligence
– Keep the Reviewer on Your Side: Verify Your Comps!
– San Francisco Development: Is the Sky Falling or is the Ground Sinking?
– Property Tax Assessment Appeals: Overview and Panel Discussion
– Commercial Market Update
– Understanding Legal Parcels and Descriptions: What Makes it Legal?
– CRE Data & Analytics
– Navigating the Modern Era of Residential Appraisal

 

Closing General Session
– Ask the Experts

Presenters include
Oz Erickson, Principal, Emerald Fund
Brian Melsheimer, SRA, Sierra Nevada Appraisal Group
Heather Sullivan, Head of Learning & Development, Aloft Appraisal
Craig Steinley, MAI, SRA, AI-GRS, AI-RRS, 2023 President of the Appraisal Institute (AI)
Tony Correia, The Correia Company
Brendan Macaulay, Esq., Partner, Nossaman
Joe Lynch, MNAA, President, Real Estate Appraisers Association-Corporate Board
Brittany Marrow, MAI, Director, Commercial Appraisal Department, Fremont Bank
Brady Barbier, MAI, Senior Managing Director, NVC, Inc.
Michael Mobley, MAI, CCIM, Senior Director, Western Region, Apprise by Walker & Dunlop
Chris L. Carneghi, MAI, Principal, Carneghi and Partners
Michael Yovino-Young, MAI, ASA, FRICS, Executive Managing Director, Yovino-Young, Inc.
Gary Baragona, Vice President, Research, Kidder Mathews
Colin Yasukochi, Executive Director, Tech Insights Center, CBRE
Andrea Arata, Research Director – Northwest, Newmark
David Putro, Senior Vice President, Sector Lead, Morningstar Credit Analytics, Morningstar Credit
Gary S. DeWeese, MAI, Real Estate Strategic Solutions
Ryan J. Whitelaw, MAI, Founder / Chief Appraiser, Pacific Appraisers
Neil A. Lefmann, MAI, SRA, Sr. Vice President, Valuation Advisory Services, Kidder Mathews
Denise Pinkston, Casita Coalition Founder and Board President Emerita
Barton G. Hechtman, Esq., Partner, Matteoni, O’Laughlin & Hechtman
David Wraa, MAI, ARA, AI-GRS, Vice President, Bender Rosenthal Incorporated
Michelle van de Pol, MAI, SRA, MRICS, President, van de Pol
Beth Forbes, PMP, Head of Product Strategy, Morningstar Credit
Brian Caldwell, Director of Strategic Accounts, CompStak
Genna Yarkin, Esq., Partner, Holland & Knight
Brad Lagomarsino, Vice Chair Multi-Family Investments, Colliers International
Morgan Hascall, MAI, Manager, Commercial Appraisal Division, Fremont Bank
Jeffrey Morris, San Francisco Assessment Appeals Board Member
Jim Glickman, MAI, Chief Appraiser, Real Property Division, Office of the Assessor, County of Sacramento
Clinton Freeman, MAI, San Mateo County Assessment Appeals Board Member, Integra Realty Resources
Gene Williams, MAI, CCIM, Managing Director, Valbridge Property Advisors
Kelly Fried, MAI, Senior Vice President, Litigation Support and Consulting, Newmark Valuation & Advisory
Alexandra Collins, Director – Development, Tishman Speyer
Kyle Martin, Supervisory Attorney, Estate Tax, Internal Revenue Service
Frank Molinari, Senior Manager, Engineering Territory 7, Internal Revenue Service
Rocke Garcia, Glenrock Group
Jim Amorin, CAE, MAI, SRA, AI-GRS, CDEI, ASA, Author of “The Generative Shift: Preparing Appraisers for Artificial Intelligence Models Like ChatGPT”

 

Become a Fall Conference Sponsor
Sponsorship starts at $250 and most levels include complimentary conference admittance – View benefits

Sponsor Logos 7 8

 

Watch for Registration to Open in Early August
Our BEST VALUE Tuition starts at $295

  • includes admission, CEC, continental breakfast, buffet lunch, refreshments throughout the day, access to onsite exhibitors and onsite post-conference networking reception

Request more information

Details

Date:
October 18
Event Categories:
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Venue

South San Francisco Conference Center
255 S Airport Blvd.
So. San Francisco, CA 94080 United States
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