Southern Branch Meeting – Top 10 Takeaways from Your Colleagues’ Legal Misfortunes

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 lianna@sccai.org

·         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 education@appraisalinstitute.org.

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.