Nov
13
Wed
The Appraiser as an Expert Witness: Preparation and Testimony @ Ayres Hotel and Suites
Nov 13 @ 8:30 am – Nov 14 @ 5:00 pm

Course Description

This course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities you can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. You’ll work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.
This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

Course Objectives

  • Describe the general process of a lawsuit involving real property valuation.
  • Identify the mechanics and strategies of a deposition and direct testimony.
  • Identify the requirements to communicate and defend an opinion of value in a courtroom setting.

Course Details

Program Overview:
Table of Contents and Overview
Course Schedule

Assignments:
No

Equipment:

 

Additional Information:

Course Materials Include:

  • Course Handbook (259 pp.)
  • Reference List (10 pp.)

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.

Event 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.

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.

Nov
21
Thu
Elimination of Bias and Developing Cultural Competency – with Real World Relevance @ Virtual Classroom
Nov 21 @ 8:30 am – 11:30 am
Course Description

Fulfills BREA’s new appraiser CE requirement for elimination of bias and cultural competency.

3 CE Hours

November 21, 2024

8:30 am – 11:30 am

Virtually – Via Zoom 

• The class will be presented live in a Zoom meeting.

• All students must participate by having working video and audio on a computer (this is a requirement for virtual CE presentations). Watching on a phone is not sufficient.

• There is no exam for this class.

• Plan on joining a class 15 minutes before the actual teaching start time to ensure that you can login to the Zoom meeting.

Course description:

In my class, you’ll get up-to-date information from attorney Peter Christensen about what is really happening in the courts and in administrative bodies relating to alleged discrimination in appraising from an attorney who is presently handling cases and investigations. You’ll learn keyways to work on eliminating bias and reduce your legal risk. You’ll also learn why “cultural competency” knowledge and skills are truly important for appraisers – you’ll see how a lack of cultural competency has led appraisers into legal quagmires.

Instructor: Peter Christensen

I serve as General Counsel and Chief Compliance Officer to BBG Inc., a nationwide commercial real estate appraisal and property assessment firm. I also teach classes and speak about valuation-related legal topics to appraisers, lenders and regulators.

I am a member of the California, Montana and Washington state bars, as well as a licensed insurance broker. After earning my BS and JD degrees at U.C. Berkeley, I began my legal career at Latham & Watkins LLP. I later served as general counsel to the largest provider of professional liability insurance to appraisers and valuation businesses.

I enjoy traveling the country to meet with and teach my classes to valuation professionals, lenders and regulators – so far, I’ve taught classes in 48 states. I’m based in Bozeman, Montana and serve as a public representative on the Montana Board of Real Estate Appraisers. I also serve as a board member of Eval.com, a company that provides real estate evaluation services to financial institutions nationwide.

Federal and California Statutory and Regulatory Law @ Virtual Classroom
Nov 21 @ 12:30 pm – 5:30 pm
Course Description

Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)

Includes the required open-book exam

Instructor: Jacinto A. Munoz, MAI, SRA, AI-GRS, AI-RRS

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

– 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 (AMC) Laws & Regs
– Look out for these BREA laws that result in immediate license suspension

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.

Dec
1
Sun
SCCAI end of year mixer @ Highland Park Bowl
Dec 1 @ 6:00 pm – 8:00 pm

Notes

Cancellation Policy

THERE IS A $15.00 CANCELLATION FEE

Additional Information

BACK BY POPULAR DEMAND!

The Southern California Chapter of the Appraisal Institute is hosting a year-end holiday party!

Please join us on Sunday, December, 1st  from 6-8pm at the impossibly hip Highland Park Bowl, built in 1927. Your $40 registration fee includes dinner, soft drinks, dessert, bowling and of course, those fashion-forward bowling shoes.  Bring your A-game and wear your most outrageous shirt.

Limited to 40 guests only. All the cool kids will definitely be there: don’t miss out! No host bar.

This event sold out last year so avoid FOMO and register today. The link below contains details about the event’s historic location.

 

https://www.highlandparkbowl.com/ 

 

DATE: 12/01/2024

TIME: 6 PM – 8 PM

LOCATION: 5621 N. Figueroa St., Los Angeles, CA 90042

SPECIAL THANKS TO ALL OUR SPONSORS: 

URBAN PROPERTY ADVISORS

COGITO REALTY PARTNERS LLC

ANGEL VALUATION

WORTH VALUATION

APPRISE BY WALKER & DUNLOP

Disclaimer Information

THERE IS NO BREA AND AI CE FOR THIS EVENT – THIS IS A SOCIAL EVENT

 

Jan
4
Sat
93rd Annual Installation Dinner & Program @ Tamayo Restaurant and Art Gallery
Jan 4 @ 5:00 pm – 10:00 pm

Notes
Cancellation Policy
There is a $35.00 cancellation fee
Additional Information
The Southern California Chapter of the Appraisal Institute invites its members and their guests to the 93rd Installation.

Come and enjoy a special evening with friends and colleagues while we honor our

2025 Chapter Officers and Directors.

Saturday, January 4, 2025

Tamayo Restaurant and Art Gallery

5300 East Olympic Blvd

Los Angeles, CA 90022

Reception 5:00pm

Dinner 6:00pm

Followed by Installation Program

The program will include the installation

of the Chapter’s 2025 Officers:

President Ernesto Lopez, MAI, AI-GRS

Vice President Ryan T. Hargrove, MAI, SRA, AI-GRS

Treasurer William Jones, MAI, AI-GRS

Secretary Jeffrey Hogan, SRA, AI-RRS

2025 Branch Directors

2025 Region VII Representatives

Casino Night to follow the Program

Seating is limited.

Reservation deadline is December 27, 2024

$85.00 per person

Includes Valet Parking – No Host Bar

Disclaimer Information
HOSTED VALET PARKING

THERE IS NO CE FOR THIS EVENT – THIS IS A SOCIAL EVENT

Jan
23
Thu
32nd Annual LA/OC Market Trends Seminar @ Sheraton Cerritos Hotel
Jan 23 @ 8:00 am – 5:00 pm

8:00 AM – 8:15 AM – Opening Remarks   

SCCAI General Member Meeting

Ernesto Lopez, MAI – 2025 SCCAI President

 

Economics – Global to Local

Ed Coulson – Director, Center for Real Estate at UCI

Break

Capital Markets

Break

Office Market

Break 

Multifamily Market

Michael Tidwell, SRA – Cushman & Wakefield

Break

Hotel Market

Justin Myers – Atlas Hospitality

Break

Retail Market

Patrick Toomey – IPA

Industrial Market

Justin Smith – Lee & Associate

Break

Southern California Housing 

5:00 pm Closing Remarks

Orell Anderson, MAI

 

Event Information

8:00 AM – 8:15 AM – Opening Remarks         

SCCAI Member Meeting

Ernesto Lopez, MAI – 2025 SCCAI President

Economics – Global to Local 

Break

Capital Markets 

Break

Office Market

Break

Multifamily Market 

12:00 PM – 1:00 PM – LUNCH

The California Hotel Market 

Break

Retail Market 

 

Break

Industrial Market 

Break

Southern California Housing 

 

5:00 PM – Closing Remarks

Orell Anderson, MAI – Event Chair

Jan
30
Thu
2024-2025 7-Hour National USPAP Update Course @ Veros Real Estate Solutions
Jan 30 @ 8:00 am – 5:00 pm

Course Description

This required 7-hour continuing education course, copyrighted by The Appraisal Foundation, focuses on USPAP requirements for ethical behavior and competent performance by appraisers. The first part of the course addresses the changes to USPAP, which are effective January 1, 2024, and the second focuses on cases studies that challenge you how to apply USPAP to situations you encounter in your daily practice. The course will help you gain competency in USPAP, and it will help those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers gain competency as well.
In the past, the Advisory Opinions and Frequently Asked Questions, which were required materials for the course, were bundled with the USPAP publication. Now they are contained in a separate publication, USPAP Guidance and Reference Manual. This manual provides examples showing the applicability of standards in specific situations and offers advice from the ASB for resolving appraisal issues and problems. It also contains the Reference Index which is a highly useful tool that helps appraisers quickly find answers to USPAP-related questions. This new Guidance and Reference Manual is included with your course handbook. Please note, however, that USPAP 2024, which includes Standards 1-10 and is required for the course, must be purchased separately.

Course Objectives

  1. Ensure that participants understand the principles and requirements of USPAP.
  2. Ensure participants understand USPAP in the context of current and common issues.
  3. Ensure participants know how to use the USPAP publication to solve day-to-day appraisal practice problems.

Course Details

Program Overview:
Table of Contents and Overview
Course Schedule

Assignments:
No

Equipment:
A laptop computer or tablet device is required for participants who choose an electronic copy of USPAP.

Additional Information:
Course Materials Include:

  • Course Handbook (74 pages)
  • Reference Manual (360 pages)
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.

 

Requirements:

None specified
Apr
24
Thu
Complex Valuation Course @ Caltrans
Apr 24 @ 8:00 am – 5:00 pm
Event Information

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.

 

COMPLEX VALUATION COURSE OVERVIEW:

Complex Valuation is a new course developed to give appraisers the skills to value both detrimental and beneficial conditions. The field of “complex valuation” involves the real estate characteristics that are “atypical.” (Federal Regulations Part 34.42.).

Many, if not most, valuation assignments involve a straightforward application of the cost, income and sales comparison approaches to value. However, frequently complex issues arise that involve either beneficial or detrimental conditions that can influence the value of real estate. For example, beneficial conditions might result in an increase in value, such as discovering minerals or oil on grazing land. Detrimental conditions could result in a diminution in value, such as natural disasters or environmental contamination.

As real estate appraisers, understanding these complexities helps in developing a credible opinion of value in these types of assignments. Although many complex issues are addressed throughout appraisal literature and coursework, they are not presented as a single framework. The purpose of the Complex Valuation course is to provide real estate appraisers with a comprehensive understanding of the topic and focus on these various property conditions and the valuation methodologies to address them. Instructors present with a comprehensive PowerPoint presentation.

Instructors: Randall Bell, PhD, MAI or Michael Tachovsky, PhD

Duration: 7-hours