Calendar

Notes

In this presentation, Mr. Munoz and Mr. Schneider will discuss bias in the valuation industry, including historical  issues regarding bias  as well as current and future trends regarding this topic. The presentation will also feature a case study on Bruce’s Beach, a property that was unjustly condemned but recently given back to the Bruce family. The presenters will discuss Mr. Munoz’s valuation analysis of the property and the impact on value.

SPEAKERS BIOS:

Jacinto Munoz, MAI, SRA, AI-GRS, AI-RRS

Cogito Realty Partners

Managing Director/Principal

Based in Long Beach, California, Jacinto Munoz is a Managing Director and Principal for Cogito Realty Partners. Mr. Munoz is a U.S. Navy Veteran and joins Cogito Realty Partners with more than 25 years of experience in valuation, lending, litigation support, eminent domain/condemnation, arbitration, mediation, deposition, underwriting, review, tax appeal, development, expert witness, and environmental real estate roles, with extensive valuation experience across all asset types nationwide and internationally.

Prior to joining Cogito Realty Partners, Jacinto served as a Managing Director and Head of Strategy and Compliance for Apprise by Walker and Dunlop. Jacinto also served in a variety of roles with JPMorgan Chase Bank, which included serving the bank as a Regional Appraisal Manager, National Commercial Lending (CML) Review manager and most recently, in a senior leadership role as the National CTL Appraisal Manager, which was responsible for leading a team of more than 100 managers, appraisers, and administrative professionals nationwide.

Eric Schneider, MAI, SRA, AI-GRS, R/W-AC
Jones, Roach & Caringella, Inc.
Senior Appraiser

Eric Schneider is a Senior Appraiser with Jones, Roach, & Caringella, Inc., a real estate valuation and consulting firm that specializes in litigation support throughout the United States. Mr. Schneider has extensive experience with the appraisal of commercial and residential real estate, as well as review experience for litigation matters. His clients include government agencies, law firms, corporations, and private clients.

An active member of the valuation community, Mr. Schneider serves on various committees and boards related to the appraisal profession, including the Appraisal Institute and the International Right of Way Association. He has served as chapter president for both organizations, and currently served as chair of AI’s national designation committee. He is also a member of The Appraisal Journal review panel, an instructor for the Appraisal Institute, and a frequent speaker at valuation, legal, and university events.

Mr. Schneider’s designations include the MAI, SRA, and AI-GRS from the Appraisal Institute, as well as the R/W-AC designation from the IRWA.

Cancellation Policy

Up To 15 days prior to program start date, $5.00 cancellation fee.

2 – 14 days prior to program start date, $15.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment.

Additional Information

12:00 PM – 2:00 PM

Holiday In Santa Ana – Orange Co. Arpt

2726 S. Grand Ave

Santa Ana, CA 92705

TOPIC:  Bias in Real Estate Valuations: A Discussion of the Past, Present, and Future

Tuition includes lunch 

Disclaimer Information

ENROLLMENT

Enrollment is on a first-come, first-served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

ATTENDANCE

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

ATTENDANCE CERTIFICATE:

With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

Go to www.appraisalinstitute.org

Log into Your AI Account

Select Education/Events on the right sidebar

See List of All Offerings

Scroll to the specific offering which shows Registered and click

At the very bottom of the screen, click Retrieve Certificate

NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at [email protected].

Program materials can be downloaded by the student.

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.

Notes

SOUTHERN BRANCH MEETING

September 21, 2023
9:00 AM – 11:00 AM
Virtually – Zoom 

Photo Verification: REQUIRED
As part of the required attendance monitoring, all students need to provide the Chapter Office with a copy of your Driver’s License in advance of the offering.

·         Simply take a picture of your DL with your phone or send a scanned copy to [email protected]

·         Registrants who have not yet forwarded their photo IDs will be ineligible for credit and will be prohibited from attending the seminar

Required Equipment

It is the student’s responsibility to have the required equipment – dependable Internet access, computer, webcam and microphone.  As noted in the material section below, some registrants who opt not to print out the seminar materials may find a secondary device (Ipad, cell phone, laptop or desktop computer) helpful during instruction.

·         A webcam is required.  The instructor and/or session monitor must be able to see each of the students and verify that they have access to the seminar materials throughout the presentation.  If you do not have a camera on your computer, they are available at BestBuy and other online retailers starting at around $30.
Webcams must remain on throughout the offering.  Those who turn off their webcams jeopardize receipt of CE credit.  No camera = no credit.

Cancellation Policy

Up To 15 days prior to the program start date, $10.00 cancellation fee.

2 – 14 days prior to the program start date, $15.00 cancellation fee.

Less than 2 days prior to the program start date, forfeit of payment.

Additional Information

TOPIC: Top 10 Takeaways from Your Colleagues’ Legal Misfortunes

In this seminar, attorney Peter Christensen will offer the key takeaways from 10 cases and legal situations involving appraisers.  The issues span both commercial and residential work.  Some of the takeaways offered include:

•        Copying and pasting information from Wikipedia and other internet sources into appraisal reports – what legal problems has that created for appraisers?

•        Are limitations of liability enforceable?

•        Where can appraisers find good sample engagement letters for a range of non-lending assignments?

SPEAKER: Peter Christensen, Esq.

Peter Christensen is an attorney and member of the California and Washington state bars. His law practice is exclusively focused on valuation business, legal and regulatory matters. His clients are primarily appraisal firms, management companies and valuation technology providers. He’s the author of Risk Management for Real Estate Appraisers and Appraisal Firms, published by the Appraisal Institute, as well as a contributing author to the Appraisal Institute’s other publications Real Property Valuation in Condemnation and Appraisers in Arbitration. He is frequently invited as a speaker to valuation conferences and has made hundreds of presentations about valuation legal matters to audiences around the U.S. (in 48 states so far), including presentations to the Appraisal Institute, the Appraisal Foundation, the Association of Appraiser Regulatory Officials, Royal Institution of Chartered Surveyors, American Society of Appraisers, U.S. Department of Housing and Urban Development (HUD), Farm Credit System, American Society of Farm Managers and Rural Appraisers, and state appraiser licensing boards.

Disclaimer Information

ATTENDANCE

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

ATTENDANCE CERTIFICATE:

With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

Go to www.appraisalinstitute.org

Log into Your AI Account

Select Education/Events on the right sidebar

See List of All Offerings

Scroll to the specific offering which shows Registered and click

At the very bottom of the screen, click Retrieve Certificate

NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at [email protected].

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the National Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the right to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.

Notes

2023 Heritage Night Dinner and Program

October 12, 2023

Reception 5:30 pm

Dinner & Program 6:30 pm

Rio Hondo Country Club

10627 Old River School Rd.

Downey, CA 90241

Experiences

Cancellation Policy

There is a $20.00 cancellation fee

Additional Information

The Southern California Chapter of the Appraisal Institute warmly invites you to join us at the 2023 Heritage Night Dinner.  This year we are proud to celebrate three distinguished honorees:

Beth B. Finestone, MAI, AI-GRS, FRICS, CRE

Ms. Finestone has been active in appraisal since 1981 and currently specializes in valuation and consulting services for public agencies and right-of-way clients and is active in the valuation of land to be acquired for conservation or mitigation purposes.  She also has expertise in special purpose properties.  When Ms. Finestone began her career, she specialized in investment grade properties.

She was previously a principal of Integra Realty Resources – Los Angeles and Integra Realty Resources – Orange County. This year, Ms. Finestone and her business partner sold their Integra offices to CBRE, Inc. and Ms. Finestone is currently an Executive Vice President for CBRE’s Valuation & Advisory Services group. Prior to that Ms. Finestone had her own company, Finestone & Associates.  She began her career at Cushman & Wakefield and rose from being a staff appraiser to the Manager of the Downtown Los Angeles office.  At that time, she was the only woman to manage a major profit center for the Company.  Over the years, Ms. Finestone has mentored many junior appraisers.

Past recognitions have included the Los Angeles Business Journal 2009 Nominee for Executive of the Year – Women Making A Difference in 2009, as well as Real Estate Southern California’s 2006 Women of Influence. She has been a featured speaker with the Appraisal Institute and the International Right of Way.  Ms. Finestone served as the 2019 President of the SCCAI.

Paula Konikoff, JD, MAI, AI-GRS

Ms. Konikoff started her career in advertising, before moving to law in the late 1970s.  Her practice area was focused on corporate governance, real estate, mergers & acquisition, municipal finance and commercial lending. The 1980s were focused on valuation work for institutional and corporate clients nationwide as President of the Hudson Group and later as Director of National Real Property Valuation at KPMG.

In 1993 Konikoff began a sole practice specializing in arbitration & litigation support, strategic community development, pension fund services, and compliance work. In tandem with a private practice, she served for 12 years as an adjunct professor at New York University, which was followed up with ten years as an adjunct professor at New York Law School.

Paula Konikoff is the 2023 Vice President of the Appraisal Institute and serves as the Finance Committee Chair. Her service record with the Appraisal Institute is exemplary and includes chairing the Professional Standards and Guidance Committee and the Women’s Initiative Committee.

Ms. Konikoff is an author, educator, and a reviewer/contributor to the Appraisal Journal.  Prior awards have included the AI President’s Award, and the Louise Lee Lum Award.

Gilberto A. Valdez, MAI, SRA, AI-GRS, AI-RRS

Mr. Valdez entered the appraisal profession in 1983 following prior experience in the construction and brokerage world. His earlier appraisal years were spent within financial institutions as a staff appraiser, reviewer, district and regional manager. Following that, he owned and operated a valuation firm, and focused on the lending and litigation communities.

He received his MAI designation in 1999, his SRA in 2010, and made history as the first AI-GRS Designation recipient in 2014. Shorty thereafter, he achieved the AI-RRS designation. Past service with the Appraisal Institute includes volunteer screener service from 2000-2010 and a SCCAI Board of Directors tenure from 2007-2010. From 2010-2016 Mr. Vandez was a contract screener for the Appraisal Institute. In 2016 he retired from valuation practice and became a full time Chief Screener for the Appraisal Institute.

Mr. Valdez is a past author and educator. He is a U.S. Army Veteran, proud father and grandfather.

Disclaimer Information

MENU SELECTION

When you RSVP please select

From the following for your dinner entrée.

Please email Lianna your dinner selection

[email protected] 

_____  (V) Portobello Polenta Stack Marinara

______  (C) Rosemary Garlic Herb Chicken

______  (F) Oven-Roasted Salmon with Tarragon Butter Sauce

______  (M) Roasted Petite Filet Mignon with Savory Demi-Glace

Notes

CHECK IN AT 8:00 AM

SEMINAR STARTS AT 8:30 AM

TUITION INCLUDES CONTINENTAL BREAKFAST AND LUNCH

PARKING: FREE

TEMPERATURES IN THE SEMINAR ROOM VARY. PLEASE DRESS ACCORDINGLY.

Cancellation Policy

Up To 15 days prior to program start date, $50.00 cancellation fee.

2 – 14 days prior to program start date, $100.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment.

Additional Information

8:15am- 8:30 am Opening Remarks
Linda Whittlesey, SRA – 2023 SCCAI President
Ryan Hargrove, MAI, SRA, AI-GRS – Seminar Chair
Jason Borras – Seminar Co-Chair
Jan Kelly – Seminar Co-Chair

8:35 am State of the Appraisal Insitute

Paula Konikoff, JD, MAI, AI-GRS – Appraisal Institute National Vice President

8:45 am –  When an Appraiser is the Arbitrator
Paula Konikoff, JD, MAI, AI-GRS – Appraisal Institute National Vice President
Alicia Vaz, Esq. – Partner – Cox, Castle & Nicholson LLP

BREAK         

 Partial Takings: Must You Always Appraise the Entire Larger Parcel?
D. Michael Mason, MAI, SRA – D. Michael Mason & Associates
Eric Schneider, MAI, SRA, AI-GRS – Jones, Roach & Caringella, Inc.

BREAK

 Environment Litigation: Insights for Expert Witnesses & Real Estate Appraisers
Doug Goins – Goins Law Group
Orell Anderson, MAI – Strategic Property Analytics, Inc.

12:05 pm – 1:35 pm – LUNCH

A Deep Dive at the Outer Banks: Challenges of Appraising a Road Project on an Island

Anthony Alderman – Cushman & Wakefield

The Role of Appraisers in HOA Litigation

Barry Ross – Ross Real Estate Law

BREAK

“Decarbonization Through Electrification: A National Initiative and a Trillion Dollars of New Transmission Lines”

Jim Kelly – Retired Senior Vice President, SCE

BREAK

Before You Take Off: Issues in Arbitration and Litigation Involving Airport Properties

Melissa Bach – Cushman & Wakefield
James H. Pike, MAI, AI-GRS – Cushman & Wakefield Western, Inc.

5:00 pm – Closing Remarks
 Ryan Hargrove, MAI, SRA, AI-GRS – Litigation Seminar Chair

Disclaimer Information

ATTENDANCE

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

ATTENDANCE CERTIFICATE:

With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

Go to www.appraisalinstitute.org

Log into Your AI Account

Select Education/Events on the right sidebar

See List of All Offerings

Scroll to the specific offering which shows Registered and click

At the very bottom of the screen, click Retrieve Certificate

NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at [email protected].

Program materials can be downloaded by the student.

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.