September 2023 – January 2024 Sep 2023 – Jan 2024
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Sep
21
Thu
Southern Branch Meeting – Top 10 Takeaways from Your Colleagues’ Legal Misfortunes @ Virtual Classroom
Register
Sep 21 @ 9:00 am – 11:00 am

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.
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Oct
12
Thu
2023 Heritage Night Dinner and Program @ Rio Hondo Country Club
Register
Oct 12 @ 5:30 pm – 10:00 pm

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
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Oct
20
Fri
Business Practices and Ethics @ DoubleTree Hotel
Register
Oct 20 all-day
AI Price: $195.00
Full Price: $250.00
Register Now

Notes

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.

Experiences

Course Materials Include:

  • Course Handbook (239 pp.)
  • AI Professional Practices Booklet Supplement (162 pp.)

Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

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

Appraisal Institute CE Points

Attend: 30 AI Points

Class Time

6 Hours

 

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

 

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.
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Oct
26
Thu
Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications @ DoubleTree Hotel
Register
Oct 26 – Oct 27 all-day

Notes

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.

Experiences

Course Materials Include:

  • Course Handbook (251 pp.)
  • Pre-Class Memo (1 p.)

After you register for this class, please go to your Education and Events page for details on what you must complete BEFORE class begins. To access your Education and Events page, log on to the Appraisal Institute website at https://ai.appraisalinstitute.org/eweb (click on the three horizontal lines to the left of the AI logo and select “My

AI Account” from the drop-down menu).

 

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

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.

Disclaimer Information

BREA CE APPROVED: 14 HOURS

APPRAISAL INSTITUTE:
Attend: 150 AI Points,
Attend and Pass Exam: 200 AI Points,
Pass Only: 55 AI Points

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.
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Nov
2
Thu
56th Annual Litigation Seminar @ Sheraton Cerritos
Register
Nov 2 @ 8:30 am – 5:30 pm

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.
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Nov
15
Wed
2022-2023 7-Hour National USPAP Update Course @ Fullerton Marriott at California State University
Register
Nov 15 all-day

Notes

Appraisal Institute CE Points

Attend: 35 AI Points

Class Time

7 hours

Experiences

Course Materials Include:

  • 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.
Read more
Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Dec
10
Sun
SCCAI End of Year Mixer @ Highland Park Bowl
Register
Dec 10 @ 6:00 pm – 8:00 pm

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

As a celebration of the 2023 holiday season, the Southern California Chapter of the Appraisal Institute is hosting a year-end holiday mixer. This was definitely a year for books and now that the year is almost finished, we want to close out strong with a year-end holiday mixer. We wanted one more opportunity to show our appreciation for membership by offering a little year-end fun for all the hard work that our members put forth this year. This last mixer of the year will be hosted from 6 to 8 pm on Sunday 12/10/2023. Make sure to register as soon as possible because this is limited to the first 40 people. Because this event is limited, please only register if you plan on attending (I know this seems obvious but trust me). We look forward to seeing you there (or at least the first 40 of you). The link below contains details about the event location. Take care and Happy Holidays!

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Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Dec
14
Thu
Inconsistency: It’s Hiding in Plain Sight in Your (Commercial) Appraisal @ DoubleTree Hotel
Register
Dec 14 all-day

Notes

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 CLASSROOMS VARY. PLEASE DRESS ACCORDINGLY.

Experiences

Seminar Materials Include:

  • Seminar Handbook (212 pp.)

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

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.

Disclaimer Information

Appraisal Institute CE Points

Attend: 35 AI Points

Class Time

7 hours

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.
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Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
Dec
15
Fri
Inconsistency: It’s Hiding in Plain Sight in Your Residential Appraisal — Non-lender examples—Next level analysis @ DoubleTree Hotel
Register
Dec 15 all-day

Notes

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.

Experiences

Seminar Materials include:

 

Seminar Handbook

 

Required and/or Recommended 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.

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

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. 

Disclaimer Information

Who Should Enroll

Residential appraisers and reviewers

Objectives

Recognize inconsistencies with the definition of market value and the need to stay consistent with the type of value opinion developed.

Understand how market analysis supports the highest and best use decision, which drives the remainder of the appraisal process, and how to stay consistent with the highest and best use.

Realize the need for consistency within and between the three approaches to value.

Determine what constitutes functional and external obsolescence and how to maintain consistency with both in all three approaches.

Complete a thorough, meaningful, and consistent reconciliation.

Appraisal Institute CE Points

Attend: 35 AI Points

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.
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Jan
13
Sat
92nd Annual Installation Dinner and Program @ The Westin Long Beach
Register
Jan 13 @ 6:00 pm – 10:00 pm
92nd Annual

Installation Dinner

 

 

The Southern California Chapter of the Appraisal Institute invites its members and their guests to the 92nd Annual Installation. Come and enjoy a special evening

with friends and colleagues while we honor our

2024 Chapter Officers and Directors.

Saturday, January 13, 2024

 

The Westin Long Beach

333 E. Ocean Blvd.

Long Beach, CA 90802

 

Reception 6:00pm

Dinner 7:00pm

Followed by Installation Program

 

The program will include the installation

of the Chapter’s 2024 Officers:

 

President Adam Bogorad, MAI

Vice President Ernesto Lopez, MAI, AI-GRS

Treasurer Ryan T. Hargrove, MAI, SRA, AI-GRS

Secretary William Jones, MAI, AI-GRS

 

2024 Branch Directors

2024 Region VII Representatives

 

Cocktail Attire

Cancellation Policy

There is a $35.00 cancellation fee

Additional Information

Seating is limited.

Reservation deadline is January 5, 2024 

$85.00 per person

Includes Valet Parking – No Host Bar

Disclaimer Information

Dinner Menu:  Choice of…

v  Frenched Chicken Forestier

v  Filet Mignon

v  Pan Seared Salmon

v  Ravioli (Vegetarian)
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Categories: Chapter Meetings Education Upcoming Events Upcoming Meetings
September 2023 – January 2024 Sep 2023 – Jan 2024