Nov
7
Thu
57th Annual Litigation Seminar @ Sheraton Cerritos Hotel
Nov 7 @ 8:45 am – 4:15 pm
Course Description

November 7, 2024

Sheraton Cerritos

8:45am – 9:00 am Opening Remarks

Adam Bogorad, MAI – 2024 SCCAI President

Jan Kelly – Seminar Chair

9:05 Fair Market Value, According to Whom?

Melissa Bach, MAI, CRE – Executive Managing Director – Cushman & Wakefield

BREAK

Negotiation, Litigation, and Indian Nations

Jim Kelly – Retired Senior VP, SCE

Tom Tureen, Esq. – Vice Chairman of Morongo Transmission, LLC

BREAK

TOPIC TBD

Kevin Donahue, MAI – President, Donahue & Company, Inc.
Rick Freiss, Esq. – Partner- Allen Matkins Leck Gamble Mallory & Natsis LLP

12:05 pm – 12:35 pm – LUNCH

People Vs. Sanchez: Where Are We Now?

Eric Schneider, MAI, SRA, AI-GRS, R/W-AV – Schneider Valuation Consultants, Inc.
Emily Madueno, Esq. -Partner – Murphy & Evertz LLP

TOPIC TBD

Bernadette Duran-Brown – Partner – Nossaman LLP

Event Information

CHECK IN AT 8:00 AM

SEMINAR STARTS AT 8:45 AM

FEE INCLUDES CONTINENTAL BREAKFAST AND LUNCH 

PARKING: FREE

November 7, 2024

Sheraton Cerritos 

8:45am – 9:00 am Opening Remarks

Adam Bogorad, MAI – 2024 SCCAI President

Jan Kelly – Seminar Chair

9:05 Fair Market Value, According to Whom?

Melissa Bach, MAI, CRE – Executive Managing Director – Cushman & Wakefield

BREAK  

Negotiation, Litigation, and Indian Nations

Jim Kelly – Retired Senior VP, SCE

Tom Tureen, Esq. – Vice Chairman of Morongo Transmission, LLC

BREAK

TOPIC TBD

Kevin Donahue, MAI – President, Donahue & Company, Inc.

Rick Freiss, Esq. – Partner at Allen Matkins Leck Gamble Mallory & Natsis LLP

12:05 pm – 12:35 pm – LUNCH

People Vs. Sanchez: Where Are We Now?

Eric Schneider, MAI, SRA, AI-GRS, R/W-AV – Schneider Valuation Consultants, Inc.

Emily Madueno, Esq. – Partner at Murphy & Evertz LLP

TOPIC TBD

Bernadette Duran-Brown – Partner – Nossaman LLP

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.