Dec
14
Thu
Inconsistency: It’s Hiding in Plain Sight in Your (Commercial) Appraisal @ DoubleTree Hotel
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.

Jan
13
Sat
92nd Annual Installation Dinner and Program @ The Westin Long Beach
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)

Jan
25
Thu
31st Annual LA / OC Market Trends Seminar @ Sheraton Cerritos Hotel
Jan 25 @ 8:00 am – 7:00 pm

Notes

CHECK IN AT 7:30 AM

CLASS STARTS AT 8:00 AM

CONTINENTAL BREAKFAST AND LUNCH IS INCLUDED WITH THE TUITION

PARKING: FREE

TEMPERATURES IN CLASS ROOMS 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

8:00 AM – 8:15 AM – Opening Remarks

SCCAI Member Meeting

Adam Bogorad, MAI – 2024 SCCAI President

Economics – Global to Local

Ed Coulson – Director, Center for Real Estate at UCI

 

Break

 

Capital Markets
Everett Allen Greer, MAI – Greer Advisors

 

Break

 

Office Market

Andrew Robben – Newmark

 

Break

 

Multifamily Market

Michael Tidwell, SRA – Cushman & Wakefield

 

12:00 PM – 1:00 PM – LUNCH

 

The California Hotel Market

Justin Myers – Atlas Hospitality

 

Break

 

Retail Market
Patrick Toomey – IPA

 

Break

 

Industrial Market

Justin Smith – Lee & Associates

 

Break

 

Southern California Housing

Evan Forrest – Zonda
Michelle Rogers, SRA – New American Funding
Charles Baker, SRA, AI-RRS – AppraisalPros

 

5:00 PM – Closing Remarks

Orell Anderson, MAI – Event Chair

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

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.

Jan
26
Fri
2024-2025 7-Hour National USPAP Update Course @ Costa Mesa, CA
Jan 26 all-day
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.
Feb
19
Mon
Meet the Officers @ Ayres Hotel and Suites
Feb 19 @ 5:30 pm – 7:30 pm

Additional Information

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

START TIME: 5:30 PM

END TIME: 7:30 PM

NO-HOST BAR

FREE PARKING

HORS D’OEVRES

Join the Southern California Chapter of the Appraisal Institute (SCCAI) for an exclusive networking opportunity at “Meet the Officers.” Open to all members, this event is a unique chance to interact with industry leaders, featuring Sandra Adomatis, the esteemed 2024 National Appraisal Institute President; Paula Konikoff, the 2024 President-Elect; and the SCCAI Chapter President, Adam Bogorad. Taking place at the Ayres Hotel in Costa Mesa, the event follows an insightful course on Accessory Dwelling Units instructed by Sandra Adomatis. Attendees can enjoy appetizers, a no-host bar, and valuable connections—all at no cost for SCCAI members. Don’t miss this enriching experience to engage with influential figures in the appraisal industry.

Feb
29
Thu
Valuation Overview of Accessory Dwelling Units
Feb 29 all-day
Accessory dwelling units (ADCs) are a growing trend across the U.S. They have been around for years and often not identified as ADUs because they were not part of the zoning. As more families are finding it necessary to accommodate young adults not quite able to afford their own place, they are staying home longer and a somewhat separate space like an ADU is a good solution. Many families are caring for aging family members and find an ADU is the best choice. As many municipalities began to see the growing need to address them in the zoning ordinance, they have now become a valuation challenge for appraisers. In some areas the zoning does not allow them even though homeowners are adding them on without identifying them as ADUs. (Non-conforming status is an appraiser nightmare) Like green homes, the data is not readily available or is limited at best. The secondary mortgage market has very tight guidelines for ADUs and that presents the biggest challenge for appraisers. This seminar will focus on overcoming data challenges and review short dilemmas that illustrate methods to solve the value problem.
Check out this preview as Sandy Adomatis, the seminar developer, and Dawn Molitor-Gennrich, one of the seminar reviewers, provide more information about this program!
Meet the Officers @ Ayres Hotel and Suites
Feb 29 @ 5:30 pm – 7:30 pm

Additional Information

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

START TIME: 5:30 PM

END TIME: 7:30 PM

NO-HOST BAR

FREE PARKING

HORS D’OEVRES

Join the Southern California Chapter of the Appraisal Institute (SCCAI) for an exclusive networking opportunity at “Meet the Officers.” Open to all members, this event is a unique chance to interact with industry leaders, featuring Sandra Adomatis, the esteemed 2024 National Appraisal Institute President; Paula Konikoff, the 2024 President-Elect; and the SCCAI Chapter President, Adam Bogorad. Taking place at the Ayres Hotel in Costa Mesa, the event follows an insightful course on Accessory Dwelling Units instructed by Sandra Adomatis. Attendees can enjoy appetizers, a no-host bar, and valuable connections—all at no cost for SCCAI members. Don’t miss this enriching experience to engage with influential figures in the appraisal industry.

Mar
1
Fri
Women’s Initiative Committee (WIN) @ Virtual Classroom
Mar 1 @ 12:00 pm – 1:00 pm

Additional Information

GUEST SPEAKER: Sandra K. Adomatis, SRA – AI NATIONAL PRESIDENT

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 March 1st, 2024.

For more information, please contact:
Ariana Arredondo, MAI at [email protected] or Linda Whittlesey, SRA at  [email protected]
Jennifer Hsu, MAI at [email protected]

Mar
19
Tue
SCCAI AND IRWA – LA JOINT LUNCHEON AND PROGRAM – Metro on the Move @ Rio Hondo Country Club
Mar 19 @ 12:00 pm – 2:00 pm
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 

Mar
21
Thu
2024-2025 7-Hour National USPAP Update Course @ Ventura, CA
Mar 21 all-day
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.

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