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| NORTHWESTERN BRANCH BREAKFAST MEETING
ZOOM – VIRTUALLY July 26, 2023 9:00 AM – 11:00AM TOPIC: |
Cancellation PolicyUp To 15 days prior to program start date, $10.00 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 InformationSPEAKERS: Charles Baker, SRA, AI_RRS and Yang Wang Charles Baker, SRA, AI-RRS, AppraisalPros provides appraisal, review, litigation support and consulting services on residential property throughout the Southern California area, including Catalina Island. Clients include domestic and international financial institutions, law firms, consulting firms, developers, employee relocation companies, condo boards, real estate firms and individuals. He has appraised the homes of countless celebrities and who’s-who in finance, design, business, entertainment, legal, sports, health care hoteliers with over $25 billion in aggregate residential valuations since 2002. Recent assignments include the Playboy Mansion; Sarbonne Estate by ARYA; the Rappaport Estate in Malibu; the David Geffen estate in Malibu; the Paramour in Sliver Lake; Chateau Des Fleurs in Bel Air; Pacific Palisades Estate by ARYA; Somma Estate by Ty Cueva; Hacienda de la Paz in Rolling Hills; La Villa Contenta in Malibu; the Danny Thomas Estate, the Harold Lloyd Estate and the Burton Green Estate in Beverly Hills; the Dugally Estate Resort and Mapleton Resort in Holmby Hills; three of the most famous Greene & Greene houses in Pasadena (Blacker, Robinson and Culbertson); the largest houses in Hidden Hills and Balboa Island; 30+ burnouts after the Woolsey fire; over 40 houses and condos on Catalina Island. Architectural experience includes homes by the masters Greene & Greene, Frank Lloyd Wright, Lloyd Wright Jr, Wallace Neff, Sylvanus Marston, Garrett Van Pelt, Edgar Maybury, Myron Hunt, Elmer Gray, Ricardo Legoretto, Gerard Colcord, Paul Williams, A. Quincy Jones, Richard Neutra, John Lautner, Raphael Sorianoi, Rudolf Schindler, Gregory Ain, John Finton, Ron Firestone, Charles Hefner, and others. In the 1990’s and early 2000’s Mr. Baker served as Senior Review Appraiser for three national mortgage quality management companies and conducted thousands of field and desk review appraisals. He has testified in LA Superior Court and received commendation from the trial judge and attorneys. Qual -Yang Wang AIA, LEED AP, NCARB Founder of Yang Architect Inc. Yang Wang is a highly accomplished licensed architect with over a decade of expertise in the fields of architecture and construction. With an extensive portfolio encompassing diverse project types, including large-scale residential, high-rise office buildings, high-end hotels, and mixeduse developments, Ms. Wang has established herself as a versatile professional in the industry. Having graduated from UCLA with a Master of Architecture degree, Ms. Wang commenced her career as an architectural designer, where she honed her skills in architectural design and eventually obtained her architect’s license. Her passion for construction management led her to work with renowned construction companies in Los Angeles for eight years, specializing in project operations for complex and prominent residential and mixed-use projects. In 2017, she founded her own architecture firm, Yang Architect Inc., where she focuses on designing apartment buildings, warehouses, and commercial and residential spaces of different scales. Yang’s expertise, attention to detail, and commitment to delivering high-quality projects have made her a respected professional in the industry. |
Disclaimer InformationPhoto 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. |
National DisclaimerThis 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 CreditPlease 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 InformationIf 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. |
| ABSTRACT
This seminar is about real breakthroughs in fractional interest valuation, as well as fundamental keys to successful multidisciplinary valuation assignments. It offers the appraisers who have a foundation in the income approach everything they need to understand, communicate and execute fractional interest valuations, gain their client’s trust and emphasize their objective judgment, thereby proving their worth against the coming threats of AI and AVMs. The keys and resources you need to accomplish this are available to you in this eye-opening 7½-hour seminar. · Part 1 takes on the understandable threats of artificial intelligence and automated valuation models for the valuation professions. What is the one thing that sets us apart from the machines? How can we make the case for the worth of qualified appraisers? We will share views from the field…and what a machine designer has discovered. Learning objectives 1. Become clear about what we are facing. 2. Recognize what we do that is indispensable. 3. Find ways to promote public awareness of our worth. · Part 2 shows you how intangible benefits create shared ownership in the first place, and how understanding those benefits will allow you to help your clients with buyouts and other market demands. It also sheds a great deal of light on analyzing fractional interest transactions, and will prepare you to deal with the current trend toward Learning objectives 1. Become familiar with the lifecycle of fractional interest holdings. 2. Recognize intangible benefits that have major effects on value. 3. Assist client with partner and inter-generational buyouts. 4. Recognize analytical challenges presented by fractional interest markets. · Part 3 demonstrates PrimusPVX online software that values fractional interests. The software’s dashboard guides the user through a carefully organized checklist of all of the facts and circumstances that are likely to be important for the holder of a fractional interest in real estate. It’s algorithm completely eliminates the need to build valuation models, while providing instant results for all input changes. The result is that the valuer is free to focus entirely on the right questions to ask in all required valuation “languages,” and apply their judgment exactly where it matters in the valuation process. Learning objectives 1. Learn to ask the right questions, regardless of your disciplinary expertise. 2. Incorporate the facts and circumstances of the case in your story of value. 3. Discover how you can fit the scope of your work to your client’s needs. 4. Become proficient in fractional interest valuation. Attendees will have everything necessary to add fractional interest valuation to their real property practice, or to support their existing valuation practice with essential fact checklists and supplemental models. |
Cancellation PolicyUp 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 InformationCHECK IN AT 7:30 AM CLASS STARTS AT 8:00 AM NO BREAKFAST OR REFRESHMENTS WILL BE SERVED. LUNCH IS INCLUDED PARKING: FREE TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY. |
Disclaimer InformationENROLLMENT 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.
PREREQUISITES Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.
REQUIRED TEXTBOOKS Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.
REQUIRED EQUIPMENT Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.
CLASS MATERIALS TO DOWNLOAD Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.
ADA COMPLIANCE It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.
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 DisclaimerThis 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 CreditPlease 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 InformationIf 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. |
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