May
3
Wed
EASTERN BRANCH MEETING – “Southern California Apartment Market – Regulatory Changes and Market Conditions” @ Virtual Classroom
May 3 @ 10:00 am – 12:00 pm

Notes

ZOOM LOG INFORMATION WILL BE SENT OUT ON 05/01/2023

LOG-IN WILL BE AVAILABLE AT 9:30 AM

THE PRESENTATION STARTS AT 10:00 AM,

THE PRESENTATION ENDS AT 12:00 PM

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

PRESENTATION

Onsite check-in begins at 9:30 AM on Wednesday, May 3rd.  This will provide registrants an opportunity to work out any last-minute technological kinks before instruction begins.  The presentation will begin at 10:00 AM and will conclude by 12:00 PM

Cancellation Policy

There is a $15.00 Cancellation Fee

Additional Information

“Southern California Apartment Market – Regulatory Changes and Market Conditions”

TOPIC:

This webinar is an overview of major changes that are happening in the regulatory/tax landscape for apartments in the Greater Los Angeles market. Two experts who follow the apartment market carefully will bring up to date on these changes, offer suggestions and guidance about their possible effects, and answer questions about related matters.

SPEAKERS:

George Koiso, MAI

George Koiso, MAI, is a Principal and Senior Managing Director for Worth Valuations. With over 18 years of valuation experience and having managed the production of thousands of appraisals, Mr. Koiso has established a reputation for being one of the most trusted appraisers in the Southern California region. Prior to co‐founding Worth Valuations, Mr. Koiso spent 14 years with CBRE’s Valuation and Advisory Services department. He began his career as a trainee and was eventually promoted to the head of the Los Angeles apartment team. Under his leadership, the team was regularly the fastest growing in the region and eventually grew to be the largest team nationwide, a status it maintained for many years. Mr. Koiso specializes in multifamily residential properties. He has significant experience with Class A institutional‐quality assets, both existing and proposed, having worked on many of the highest‐profile assets in Southern California. Mr. Koiso also specializes in affordable housing, Small Balance Loan (SBL) apartments (including value‐add/bridge loan assignments) and has an exceptional record for managing very large portfolio assignments. He has also served as an expert witness for property tax appeal purposes, having been involved with over 100 tax appeal cases. Mr. Koiso also conducts external appraisal reviews for various financial institutions and was previously a Review Appraiser for JP Morgan Chase, where he achieved the highest internal employment rating. He has been a frequent guest.

speaker to various financial institutions on topics ranging from current apartment market trends to valuation methodologies for large versus small apartment assets. Mr. Koiso brings a unique perspective to the industry, focusing on team building and continuous personal development within his staff, all while striving to maintain the industry’s highest standards. He has mentored individuals throughout his career and under his leadership, 7 professionals under 30 years old have obtained their California Certified General appraisal license. While his teams have always been high performing, humanity in the workplace has remained an important core value. Outside of work, Mr. Koiso is a dedicated husband of 15+ years and is the son of Japanese immigrants, who instilled in him the virtue of a strong work ethic. He enjoys spending time with his family, personal development, reading, yoga, mixed martial arts, hiking, and traveling.

Pedro Chin

Pedro K. Chin is a Principal and Managing Director for Worth Valuations. Mr. Chin has been a licensed appraiser for almost 30 years and has established a reputation as one of Southern California’s leading professionals for handling complex real estate valuations across a wide spectrum of property types. Mr. Chin regularly provides consultation services to owners, developers, brokers, attorneys, and other appraisers throughout Southern California, particularly as it relates to land, residual land valuation, ground leases, and feasibility issues.

Prior to co-founding Worth Valuations, Mr. Chin spent over 30 years at CBRE’s Valuation and Advisory Services department in the Los Angeles office. After graduating from the University of Southern California with a Bachelor of Science in Business Administration with an emphasis in Real Estate, he was a practicing appraiser for 20 years focusing on a wide variety of income-producing property types, including retail, office, industrial, multifamily, residential subdivisions, and land valuations. In his last 10 years at CBRE, Mr. Chin has narrowed his practice to specialize in complex multifamily residential valuation assignments, both existing and proposed. He also served as the former co-head of the apartment team, a team he helped grow to become CBRE’s largest team nation-wide.

Mr. Chin has appraised some of Southern California’s most iconic residential assets, including Oceanwide Plaza, 9900 Wilshire, The Century, 10000 Santa Monica, Hollywood Palladium, Beverly Hills Hilton (redevelopment), Queen Mary, Dodger Stadium (land), Columbia Square (former CBS Studios), Los Angeles Center Studios (land), The Village at Santa Monica, the House of Blues redevelopment, The Lorenzo student housing, LEVEL Furnished Living, and several multi-use master-planned communities. Mr. Chin also has extensive experience with adaptive reuse conversions to mixed-use multifamily (rental and for-sale) with ground floor commercial or to creative office, properties with boat slips, properties impacted by regulatory restrictions (i.e. LIHTC’s, HUD, Mills Act, Coastal Commission, split-zones, conservation land, etc.), and ground-leased assets.

Disclaimer Information

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.

May
6
Sat
Showcase House Tour Social Event @ Santa Anita Race Track
May 6 @ 2:30 pm – 5:30 pm

Notes

Join Chapter members and friends on Saturday, May 6th at the Pasadena Showcase House of Design. Tour an architecturally significant 1933 grand colonial estate that has been redesigned by a cutting-edge team of professionals. The Chapter will subsidize your ticket to this event to give our members an opportunity to learn about the latest interior design trends, enjoy classic architecture and socialize with your colleagues. No CE: just a really fun time for a good cause.

Tickets are $20 per person and include light refreshments on-site after the tour. Each member is also entitled to purchase a second ticket for a guest.  All attendees need to arrive at 2pm at the Santa Anita Race Track Gate 6 Lot on Colorado Place in Arcadia (physical address is 285 W Huntington Drive). We will be shuttled to the showcase house and will take the 2:30pm tour. There is no parking at the house so all attendees need to use the Santa Anita parking lot. The event is limited to 25 attendees

Experiences

Additional Information

Welcome to Stewart House, a 1933 grand colonial estate with spectacular acreage in a storied Pasadena neighborhood.

Designed by Marston & Maybury, one of Pasadena’s most celebrated architectural partnerships, Stewart House takes us back to the days of gracious architecture and quintessential Showcase with over 11,000 square feet of living space sited on two acres of carefully landscaped and exquisitely manicured grounds. Featured in 1983 as the 19th Pasadena Showcase House of Design, we are revisiting this incredible property, stewarded by the same family for nearly 40 years, to reintroduce this majestic estate to a new generation.

Situated on park-like grounds, this distinguished American Colonial estate leaves a striking first impression with an expansive verdant lawn, circular driveway, and iconic portico. An elegant foyer with a Georgian staircase greets upon entry, leading to a stately living room with fireplace and a bright, airy sunroom overlooking the rear gardens. The entertaining space continues with an impressive gallery bar adjoining a warm paneled library as well as a formal dining room. Completing the main floor are a large butler’s pantry and morning room, an open kitchen and family room, a laundry room, and two guest bathrooms. The second floor comprises four bedrooms and three bathrooms, each with beautiful vistas of the grounds, and a spacious primary suite with fireplace and French doors that lead to a generous veranda.

Complementing the main residence, the estate features a large guest house with recreation/media room, four-car garage, pool, changing rooms and pool cabana, and an enclosed tennis court. The grounds showcase a variety of themed gardens including an Asian garden, vegetable garden, rose garden, a children’s play garden, and a café terrace. One of the highlights of Stewart House is the vast collection of sculptures and statues ornamenting the property.

In the days of the great ranchos, the land was part of Lucky Baldwin’s Rancho Santa Anita and later served as a flourishing orange grove. Arthur Stewart and his wife Ruth Nicholson Stewart received the land as a wedding gift from W.L. Stewart, Arthur’s father and president of Union Oil Company. They built their home at a cost of $13,000—a large amount for a new house during the Great Depression—and lived with their two young daughters. They led a quiet, country life, with a stable and corral at the back of the property where the girls kept a horse. Nearly a century later with detailed improvements, expansions, and magnificent landscape developments, it’s now hard to believe this estate was once the home for a quiet, country life.

This exquisite Showcase House will surprise and delight with the latest lifestyle trends highlighted by our 32 talented interior and exterior design

May
15
Mon
Review Theory – General @ Fullerton Marriott
May 15 @ 8:30 am – May 19 @ 4:30 pm

Notes

CHECK IN AT 8:000 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 (431 pp.)
  • Suggested Solutions (172 pp.)
  • Pre-Class Downloads (3 MB)
  • Pre-Class Memo (1 p.)

Designated Members, Candidates for Designation, and Practicing Affiliates will receive the discounted AI Price for Advanced Education courses: Review Theory—General and Review Case Studies—General. All others will pay full price.

Review Theory—General is required for individuals pursuing the Appraisal Institute General Review Designation (AI-GRS – Appraisal Institute – General Review Specialist). For more information regarding the requirements for the review designation, please click here.

If you are currently designated, view for more information on the alternative path.

If you are currently a Candidate for Designation, or wish to become a Candidate, view here for the specific designation requirements.

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

$150.00 Cancellation Fee

Additional Information

Exam

Yes, 3 hours

Appraisal Institute CE Points

Attend: 275 AI Points,
Attend and Pass Exam: 375 AI Points,
Pass Only: 100 AI Points

Class Time

30 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

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.

Jun
8
Thu
25th Annual Inland Empire Market Trends Seminar @ DoubleTree Hotel
Jun 8 @ 8:00 am – 6:00 pm

Notes

8:00 AM Welcome & Introductions

William E. Jones, MAI – SCCAI – IEMTS

SCCAI General Membership Mtg. & Election

Linda Whittlesey, SRA – 2023 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

11:30 AM – Lunch

Office Market Overview

David Mudge – Lee & Associaties

Break

Hotel/Motel Market Overview 

Justin Myers

Break

 High Desert, Low Desert & Temecula Valley Roundtable

Joseph Brady – The Bradco Cos

Susan Harvey – Desert Pacific

Michael Strode – Lee & Associates

5:00 PM – Roundup & Conclusion & Adjourn

William E. Jones, MAI – IEMTS

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

PENDING APPROVAL: 8 HOURS OF BREA CE

CHECK IN AT 7:30 AM
SEMINAR STARTS AT 8:00 AM
NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.
LUNCH: INCLUDED
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.

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.

Jun
20
Tue
2022-2023 7-Hour National USPAP Update Course @ DoubleTree Hotel
Jun 20 @ 8:30 am – 4:30 pm

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 (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.

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.

Jul
26
Wed
Northwestern Branch Meeting -ADU Requirements and Valuation Issues @ ZOOM – VIRTUAL
Jul 26 @ 9:00 am – 11:00 am
NORTHWESTERN BRANCH BREAKFAST MEETING

ZOOM – VIRTUALLY

July 26, 2023

9:00 AM – 11:00AM

TOPIC:
Charles Baker and Qual-Yang Wang will discuss residential demand that has led to the demand for ADUs, the various types of ADUs, zoning requirements and where ADUs are allowed, development requirements, and how to address the valuation of properties with ADUs in the Cost, Sales Comparison and Income approaches.

Cancellation Policy

Up To 15 days prior to program start date, $10.00 cancellation fee.

2 – 14 days prior to program start date, $15.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment.

Additional Information

SPEAKERS: Charles Baker, SRA, AI_RRS and Yang Wang

Charles Baker, SRA, AI-RRS, AppraisalPros provides appraisal, review, litigation support and consulting services on residential property throughout the Southern California area, including Catalina Island. Clients include domestic and international financial institutions, law firms, consulting firms, developers, employee relocation companies, condo boards, real estate firms and individuals.

He has appraised the homes of countless celebrities and who’s-who in finance, design, business, entertainment, legal, sports, health care hoteliers with over $25 billion in aggregate residential valuations since 2002. Recent assignments include the Playboy Mansion; Sarbonne Estate by ARYA; the Rappaport Estate in Malibu; the David Geffen estate in Malibu; the Paramour in Sliver Lake; Chateau Des Fleurs in Bel Air; Pacific Palisades Estate by ARYA; Somma Estate by Ty Cueva; Hacienda de la Paz in Rolling Hills; La Villa Contenta in Malibu; the Danny Thomas Estate, the Harold Lloyd Estate and the Burton Green Estate in Beverly Hills; the Dugally Estate Resort and Mapleton Resort in Holmby Hills; three of the most famous Greene & Greene houses in Pasadena (Blacker, Robinson and Culbertson); the largest houses in Hidden Hills and Balboa Island; 30+ burnouts after the Woolsey fire; over 40 houses and condos on Catalina Island.

Architectural experience includes homes by the masters Greene & Greene, Frank Lloyd Wright, Lloyd Wright Jr, Wallace Neff, Sylvanus Marston, Garrett Van Pelt, Edgar Maybury, Myron Hunt, Elmer Gray, Ricardo Legoretto, Gerard Colcord, Paul Williams, A. Quincy Jones, Richard Neutra, John Lautner, Raphael Sorianoi, Rudolf Schindler, Gregory Ain, John Finton, Ron Firestone, Charles Hefner, and others.

In the 1990’s and early 2000’s Mr. Baker served as Senior Review Appraiser for three national mortgage quality management companies and conducted thousands of field and desk review appraisals. He has testified in LA Superior Court and received commendation from the trial judge and attorneys.

Qual -Yang Wang

AIA, LEED AP, NCARB

Founder of Yang Architect Inc.

Yang Wang is a highly accomplished licensed architect with over a decade of expertise in the fields of architecture and construction. With an extensive portfolio encompassing diverse project types, including large-scale residential, high-rise office buildings, high-end hotels, and mixeduse developments, Ms. Wang has established herself as a versatile professional in the industry.

Having graduated from UCLA with a Master of Architecture degree, Ms. Wang commenced her career as an architectural designer, where she honed her skills in architectural design and eventually obtained her architect’s license. Her passion for construction management led her to work with renowned construction companies in Los Angeles for eight years, specializing in project operations for complex and prominent residential and mixed-use projects.

In 2017, she founded her own architecture firm, Yang Architect Inc., where she focuses on designing apartment buildings, warehouses, and commercial and residential spaces of different scales. Yang’s expertise, attention to detail, and commitment to delivering high-quality projects have made her a respected professional in the industry.

Disclaimer Information

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.
·         Joining the offering with a cell phone is not recommended as these devices often lead to connection problems.  Cell phones are better utilized solely as a secondary devise.
·         Students must be able to see and be seen. They must be able to view the instructor’s PowerPoint, and follow along in handbook all at the same time, while the instructor sees them.

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.

Aug
16
Wed
Becoming Proficient in Fractional Interest Valuation @ DoubleTree Hotel
Aug 16 @ 8:00 am – 5:00 pm
ABSTRACT

This seminar is about real breakthroughs in fractional interest valuation, as well as fundamental keys to successful multidisciplinary valuation assignments. It offers the appraisers who have a foundation in the income approach everything they need to understand, communicate and execute fractional interest valuations, gain their client’s trust and emphasize their objective judgment, thereby proving their worth against the coming threats of AI and AVMs. The keys and resources you need to accomplish this are available to you in this eye-opening 7½-hour seminar.

·         Part 1 takes on the understandable threats of artificial intelligence and automated valuation models for the valuation professions. What is the one thing that sets us apart from the machines? How can we make the case for the worth of qualified appraisers? We will share views from the field…and what a machine designer has discovered.

Learning objectives

1.    Become clear about what we are facing.

2.    Recognize what we do that is indispensable.

3.    Find ways to promote public awareness of our worth.

·         Part 2 shows you how intangible benefits create shared ownership in the first place, and how understanding those benefits will allow you to help your clients with buyouts and other market demands. It also sheds a great deal of light on analyzing fractional interest transactions, and will prepare you to deal with the current trend toward
“tokenizing” real estate.

Learning objectives

1.    Become familiar with the lifecycle of fractional interest holdings.

2.    Recognize intangible benefits that have major effects on value.

3.    Assist client with partner and inter-generational buyouts.

4.    Recognize analytical challenges presented by fractional interest markets.

·         Part 3 demonstrates PrimusPVX online software that values fractional interests. The software’s dashboard guides the user through a carefully organized checklist of all of the facts and circumstances that are likely to be important for the holder of a fractional interest in real estate. It’s algorithm completely eliminates the need to build valuation models, while providing instant results for all input changes.

The result is that the valuer is free to focus entirely on the right questions to ask in all required valuation “languages,” and apply their judgment exactly where it matters in the valuation process.

Learning objectives

1.    Learn to ask the right questions, regardless of your disciplinary expertise.

2.    Incorporate the facts and circumstances of the case in your story of value.

3.    Discover how you can fit the scope of your work to your client’s needs.

4.    Become proficient in fractional interest valuation.

Attendees will have everything necessary to add fractional interest valuation to their real property practice, or to support their existing valuation practice with essential fact checklists and supplemental models.

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 7:30 AM

CLASS STARTS AT 8:00 AM

NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

LUNCH IS INCLUDED

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

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.

Aug
23
Wed
EASTERN BRANCH MEETING – “Appraising Historic Properties” @ The Wrigley Mansion, Pasadena Tournament of Roses
Aug 23 @ 12:00 pm – 2:00 pm

Notes

12:00 PM – 2:00 PM

2 hours – content to include a 30-minute tour of the1906 Renaissance Mansion and a presentation by Charles to include both Appraising Historic Properties and Tips for Securing Non-Lender Assignments

Tuition includes an Italian Lunch Buffet

TOPIC:

Join us for a discussion of appraisal considerations for valuing historic properties. We will begin the session with a docent-led tour of the historic Wrigley Mansion. Originally constructed in 1906 as a single-family residence, the building was later modified for commercial use as the headquarters of the Pasadena Tournament of Roses, home of the Rose Parade and The Rose Bowl Game. This structure is an interesting example of Adaptive Reuse. Charles Baker, SRA will discuss special considerations for appraising historic structures, including zoning issues, preservation issues, and highest and best use. We will end the session with a round table of suggestions for securing non-lender assignments for both commercial and residential appraisers.

SPEAKER: Charles Baker, SRA, AI-RRS

Charles Baker, SRA, AI-RRS, AppraisalPros provides appraisal, review, litigation support and consulting services on residential property throughout the Southern California area, including Catalina Island. Clients include domestic and international financial institutions, law firms, consulting firms, developers, employee relocation companies, condo boards, real estate firms, and individuals.

He has appraised the homes of countless celebrities and who’s-who in finance, design, business, entertainment, legal, sports, health care hoteliers with over $25 billion in aggregate residential valuations since 2002. Recent assignments include the Playboy Mansion; Sarbonne Estate by ARYA; the Rappaport Estate in Malibu; the David Geffen estate in Malibu; the Paramour in Sliver Lake; Chateau Des Fleurs in Bel Air; Pacific Palisades Estate by ARYA; Somma Estate by Ty Cueva; Hacienda de la Paz in Rolling Hills; La Villa Contenta in Malibu; the Danny Thomas Estate, the Harold Lloyd Estate and the Burton Green Estate in Beverly Hills; the Dugally Estate Resort and Mapleton Resort in Holmby Hills; three of the most famous Greene & Greene houses in Pasadena (Blacker, Robinson and Culbertson); the largest houses in Hidden Hills and Balboa Island; 30+ burnouts after the Woolsey fire; over 40 houses and condos on Catalina Island.

Architectural experience includes homes by the masters Greene & Greene, Frank Lloyd Wright, Lloyd Wright Jr, Wallace Neff, Sylvanus Marston, Garrett Van Pelt, Edgar Maybury, Myron Hunt, Elmer Gray, Ricardo Legoretto, Gerard Colcord, Paul Williams, A. Quincy Jones, Richard Neutra, John Lautner, Raphael Sorianoi, Rudolf Schindler, Gregory Ain, John Finton, Ron Firestone, Charles Hefner, and others.

In the 1990’s and early 2000’s Mr. Baker served as Senior Review Appraiser for three national mortgage quality management companies and conducted thousands of field and desk review appraisals. He has testified in LA Superior Court and received commendation from the trial judge and attorneys.

Cancellation Policy

Up To 15 days prior to program start date, $10.00 cancellation fee.

2 – 14 days prior to program start date, $20.00 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 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.

Aug
29
Tue
Condemnation Appraising: Principles and Applications @ Ayres Hotel and Suites
Aug 29 @ 8:00 am – Aug 31 @ 5:00 pm
Appraisal Institute CE Points

Attend: 180 AI Points,  Attend and Pass Exam: 200 AI Points,  Pass Only: 0 AI Points

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.

Who should Enroll

  • Experienced residential and general real property appraisers interested in increasing their expertise and ability to provide services in eminent domain litigation
  • Attorneys interested in effective and efficient integration of expert valuation testimony in their trial presentations

Objectives

  • Identify how property rights and land-use regulations affect the condemnation appraisal process.
  • Determine which property to appraise in a condemnation appraisal.
  • Recognize the importance of defining public projects and identify their impact on the subject property.
  • Perform competent and admissible appraisals.
  • Recognize the appraiser’s role in inverse condemnation actions.
  • Describe the appraiser’s role as a consultant to legal counsel.
  • Identify the valuation concepts and rules of law and procedure typically used in a condemnation valuation jury trial.

Prerequisites

Exam

Yes, 1 hours

Experiences

Course Materials Include:

  • Course Handbook (455 pp.)
  • Suggested Solutions (122 pp.)

Required Equipment:

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

Class Time

21 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

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.

Sep
8
Fri
2022-2023 7-Hour National USPAP Update Course @ The Padre Hotel
Sep 8 @ 8:30 am – 5:00 pm
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.