It’s Official – We’ve Merged! Effective January 1, 2022

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“Virtual” Course: Business Practices and Ethics

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.

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 and is sponsored by the Northern California Chapter.
  • 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 6-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.
Appraisal Institute Designated Members, Candidates and Affiliates – $265
Standard / Non-AI Professionals – $275

North Bay Branch Chapter “Simply Social”

Looking to escape the summer heat? Want to catch up with your appraisal colleagues in the North Bay?  Come join us in person for a cold brew at Lagunitas Taproom and Beer Sanctuary.  We look forward to see you in person!

Cost:  As a “simply social”, each participant pays for their own beverages/food

RSVP Required by by August 17:   Contact Joe Cormier-Knopp, MAI for questions or to RSVP.

Notes: Owing to the continually changing Covid-19 guidance, please note that masks may still be required by the establishment.  Please visit Lagunitas’ website for their protocols.

NEW! “Virtual” Seminar: Getting It Right from the Start: A Workout Plan for Your Scope of Work

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.

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 virtual classroom education from an out-of-state provider and/or (3) offers reciprocal credit since the offering is approved by the CA BREA and is sponsored by the Northern California Chapter.
  • 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 to forward their Photo ID/ Driver’s License to the Chapter Office upon completing your online registration.
Appraisal Institute Designated Members, Candidates and Affiliates – $195
Standard / Non-AI Professionals – $225

Board of Directors Meeting

IRS Valuation Update: The Not-So-Common Appraisals that the IRS Reviews

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.  Some states may require pre-approval applications or have reporting requirements that the chapter cannot comply with.
  • This virtual program is approved for 2-hours of Appraisal Institute CEC. Applications for 2-hours of BREA and State Board of Equalization (SBE) CEC are being 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.
BEST VALUE RATE!:  Register by August 20 – Save up to $35!
Appraisal Institute Designated Members, Candidates and Affiliates – $40
Standard / Non-AI Professionals – $50
Register by September 3
Appraisal Institute Designated Members, Candidates and Affiliates – $50
Standard / Non-AI Professionals – $65
Register after September 3
Appraisal Institute Designated Members, Candidates and Affiliates – $60
Standard / Non-AI Professionals – $75

Chapter Business Meeting & Networking Social

Following IRS Valuation Update 2-hour workshop we will hold a brief virtual chapter meeting beginning at 5pm (Pacific Time) 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!  All are welcome.

Seminar: Rural Valuation Basics

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.

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.

This virtual program is approved for 7-hours of California BREA CEC.

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.

Limited Spots Still Available – Don’t Delay – Register Today!
Appraisal Institute Designated Members, Candidates and Affiliates – $245
Standard / Non-AI Professionals – $275

RES-NC Residential Northern California – Interactive Chat

RES-NC, a Northern California Chapter program, connects residential appraisers through quarterly interactive “chats”.

We will be discussing topics of importance to residential appraisers and encourage all residential appraisers to participate.

These chats are open to everyone and the format is designed to be casual, inviting and engaging, though registration is required. Whether you are new to the profession or a lifetime professional, join in the discussion.

Participation is complimentary. CEC is not available.

RSVP or Questions? Contact Nancy Phillips, SRA

Seminar: Valuation by Comparison: Residential Analysis & Logic

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.
Register by August 27 – Save up to $50!

Appraisal Institute Designated Members, Candidates and Affiliates – $175

Standard / Non-AI Professionals – $195
Register after August 27
Appraisal Institute Designated Members, Candidates and Affiliates – $195
Standard / Non-AI Professionals – $225