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Event Information
TOPIC: Metro on the Move
With the biggest public works infrastructure program in the country, LA Metro is on the move! Come hear the latest about our $120 billion capital projects program, preparation for the 2028 Olympics and Paralympics, and the most aggressive transit housing program in the United States.
BIO: HOLLY ROCKWELL
Holly Rockwell is a Senior Executive Officer in the planning department of Los Angeles County Metropolitan Transportation Authority. She oversees real estate acquisition and management (including Los Angeles Union Station) and transit-oriented community programs. For the 18 years prior to joining LA Metro, she co-founded, owned and was president of a real estate and right of way firm that provided consulting services to public agencies throughout the west coast. Holly has been named Professional of the Year by the International Right of Way Association (IRWA), Los Angeles chapter and Woman of the Year by the Women in Transportation Seminar (WTS), Inland Empire chapter. Holly graduated from Wharton School of Business, University of Pennsylvania. She loves spending time with her husband, Bryon, their two sons, daughter and their yellow lab. She has run six marathons and will continue to do one a year for as long as she can!
SCCAI AND IRWA – LA JOINT LUNCHEON AND PROGRAM
March 19, 2024
RIO HONDO COUNTRY CLUB – DOWNEY, CA
CHECK IN: 11:30 AM
LUNCH/PROGRAM: 12:00 PM – 2:00 PM
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)
Requirements:
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.
Course Description
Additional Information
GUEST SPEAKER: Cindy Chance – Appraisal Institute CEO
THERE IS NO CE FOR THIS MEETING
______________________________________
The Southern California Chapter of the Appraisal Institute is proud to announce the launch of its Women’s Initiative Committee (WIN).
The purpose and objective of this newly formed committee is to promote the advancement of women within the appraisal profession. In monthly Zoom meetings, we will host discussions of relevant topics, invite special guest speakers, network, and assess the unique challenges and opportunities we face. All are welcome to attend. Appraisal Institute membership is not required and the Zoom meetings are free of charge.
Meetings will be held the first Friday of the month, from 12-1pm via Zoom. Our next meeting is scheduled for April 5th, 2024.
For more information, please contact:
Ariana Arredondo, MAI at [email protected]
Linda Whittlesey, SRA at [email protected]
Jennifer Hsu, MAI at [email protected]
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.
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.
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
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.
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Course Description
TOPIC: Pasadena Architectural Home Tour – Timeless Classics
Charles Baker, SRA, AI-RRS will present an architectural home tour in the San Gabriel Valley, including the areas of Pasadena, South Pasadena and San Marino. Riding aboard a first-class tour bus, we will visit 25-30 architecturally significant and historic residences. The tour will include architectural bios and interesting facts on the original owners. Mr. Baker will touch on architectural terminology, design elements, valuation issues, historic preservation and current trends. The bus will also drive by the historic Huntington Hotel and the Vista del Arroyo Hotel; as well as the house portrayed in the “Father of the Bride” movies and Dynasty television series. A list of architects includes Marston & Van Pelt, Wallace Neff, Greene & Greene, Frank Lloyd Wright, Elmer Grey, Myron Hunt, Gregory Ain and others. Mr. Baker appraised most properties on the tour.
SPEAKER:
Charles Baker, SRA, AI-RRS is a residential appraiser based in Pasadena, CA, and the owner of AppraisalPros.com, Inc. He began his career in 1988 and has developed a specialty in high-end and historical residences in Southern California. He is Past-President of the Southern California Chapter of the Appraisal Institute, past LDAC attendee and DL, current Chair of the California Government Relations Subcommittee, and seminar developer and instructor. As an investor he has also bought, rehabbed, managed, and sold residential real estate and vacant land in three states.
Event Information
Pick Up Location:
Rose Bowl Aquatic Center parking lot;
360 N Arroyo Blvd, Pasadena, CA 91103-3201
Check In: 12:30 PM
Tour: 1:00 PM -4:00 PM
TOPIC: Pasadena Architectural Home Tour – Timeless Classics
Charles Baker, SRA, AI-RRS will present an architectural home tour in the San Gabriel Valley, including the areas of Pasadena, South Pasadena and San Marino. Riding aboard a first-class tour bus, we will visit 25-30 architecturally significant and historic residences. The tour will include architectural bios and interesting facts on the original owners. Mr. Baker will touch on architectural terminology, design elements, valuation issues, historic preservation and current trends. The bus will also drive by the historic Huntington Hotel and the Vista del Arroyo Hotel; as well as the house portrayed in the “Father of the Bride” movies and Dynasty television series. A list of architects includes Marston & Van Pelt, Wallace Neff, Greene & Greene, Frank Lloyd Wright, Elmer Grey, Myron Hunt, Gregory Ain and others. Mr. Baker appraised most properties on the tour.
SPEAKER:
Charles Baker, SRA, AI-RRS is a residential appraiser based in Pasadena, CA, and the owner of AppraisalPros.com, Inc. He began his career in 1988 and has developed a specialty in high-end and historical residences in Southern California. He is Past-President of the Southern California Chapter of the Appraisal Institute, past LDAC attendee and DL, current Chair of the California Government Relations Subcommittee, and seminar developer and instructor. As an investor he has also bought, rehabbed, managed, and sold residential real estate and vacant land in three states.
8:00 am – Welcome & Introductions
William E. Jones, MAI, AI-GRS – IEMTS Chair
SCCAI General Membership Mtg. & Election
Adam Bogorad, MAI – 2024 SCCAI President
Economic Update
Christine Cooper, Ph.D. – Costar Group
Retail Market Overview
Brad Umansky – Progressive REP
Break
New Home Sales Trends
Evan Forrest – Zonda Home
Apartment Market Overview
Eric Chen – CBRE
Industrial Market Overview
Justin Smith – Lee & Associates
12:20 PM – Lunch
Southern California Real Estate Market Update
Charles Baker, SRA, AI-RRS – AppraisalPros
Office Market Overview
David Mudge – Lee & Assoc
Break
Hotel/Motel Market Overview
Justin Myers – Atlas Hospitality
Break
Desert & Temecula Valley Roundtable
Susan Harvey – Desert Pacific Properties
Michael Strode- Lee & Associates
5:00 PM – Roundup & Conclusion & Adjourn
Alex Liu – IEMTS Chair