Calendar

Notes

12:00 PM – 2:00 PM

2 hours – content to include a 30-minute tour of the1906 Renaissance Mansion and a presentation by Charles to include both Appraising Historic Properties and Tips for Securing Non-Lender Assignments

Tuition includes an Italian Lunch Buffet

TOPIC:

Join us for a discussion of appraisal considerations for valuing historic properties. We will begin the session with a docent-led tour of the historic Wrigley Mansion. Originally constructed in 1906 as a single-family residence, the building was later modified for commercial use as the headquarters of the Pasadena Tournament of Roses, home of the Rose Parade and The Rose Bowl Game. This structure is an interesting example of Adaptive Reuse. Charles Baker, SRA will discuss special considerations for appraising historic structures, including zoning issues, preservation issues, and highest and best use. We will end the session with a round table of suggestions for securing non-lender assignments for both commercial and residential appraisers.

SPEAKER: Charles Baker, SRA, AI-RRS

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.

Cancellation Policy

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

2 – 14 days prior to program start date, $20.00 cancellation fee.

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

Additional 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 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.

Attend: 180 AI Points,  Attend and Pass Exam: 200 AI Points,  Pass Only: 0 AI Points

CHECK IN AT 8:00 AM

CLASS STARTS AT 8:30 AM

NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

LUNCH: ON YOUR OWN

PARKING: FREE

TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY.

Who should Enroll

• Experienced residential and general real property appraisers interested in increasing their expertise and ability to provide services in eminent domain litigation
• Attorneys interested in effective and efficient integration of expert valuation testimony in their trial presentations

Objectives

• Identify how property rights and land-use regulations affect the condemnation appraisal process.
• Determine which property to appraise in a condemnation appraisal.
• Recognize the importance of defining public projects and identify their impact on the subject property.
• Perform competent and admissible appraisals.
• Recognize the appraiser’s role in inverse condemnation actions.
• Describe the appraiser’s role as a consultant to legal counsel.
• Identify the valuation concepts and rules of law and procedure typically used in a condemnation valuation jury trial.

Prerequisites

• Basic Appraisal Principles
• Basic Appraisal Procedures

Exam

Yes, 1 hours

Experiences

Course Materials Include:

• Course Handbook (455 pp.)
• Suggested Solutions (122 pp.)

Required Equipment:

• A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
• You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
• Free Review: Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems; and Financial Calculator Practice Exercises.
• For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.
• HP-12C calculator User’s Manual.

You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

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

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.

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 Disclaimer

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.

• Course Handbook (82 pp.)
• Reference Manual (116 pp.)

Unless otherwise noted, the course price does not include a copy of the current USPAP edition, which is required for course credit. When the chapter does not include, participants must bring their own copy of the USPAP edition to class.

To purchase a print or electronic copy of the publication, please visit The Appraisal Foundation.

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

CHECK IN AT 8:00 AM

CLASS STARTS AT 8:30 AM

NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

LUNCH: YOU ARE ON YOUR OWN

PARKING: FREE

TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY

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.

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 Disclaimer

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

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.

– Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
– Understand the context of and recent amendments to the California “Laws” & “Regs”
– Find out about your new “mini-resume” on the BREA website
– Understand BREA’s new & revised definitions that affect your daily appraisal practice
– Become familiar with the new Federal & California Appraisal Management Company (A

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

AI= 20 POINTS

AI = 4 HRS OF CE

BREA = 4 HRS OF CE

CHECK IN AT 11:30 AM
CLASS STARTS AT 12:00 PM
NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.
LUNCH: YOU ARE ON YOUR OWN
PARKING: FREE
TEMPERATURES IN CLASSROOMS VARY. PLEASE DRESS ACCORDINGLY.

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.

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 Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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.