This important course provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, you’ll identify behavior and actions that illustrate violations of the Code of Professional Ethics, and you’ll learn how referrals can be made. You’ll get an introduction to the Appraisal Institute Guide Notes to the Standards of Professional Practice and see how the Guide Notes can be used to resolve everyday appraisal practice problems. Finally, you’ll learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users.
The content emphasizes:
- Business practices issues, such as how to respond to seemingly unreasonable requests, how to address client pressure, and how to approach a complex assignment
- Which standards apply to Appraisal Institute Designated Members, Candidates for Designation, and Associate Members, and when they apply
- The key principles of the Standards of Valuation Practice
- How to identify and avoid behavior that violates the Standards of Valuation Practice
- The correct way to use the Appraisal Institute designations, emblems, and logo
- Understanding of the Appraisal Institute enforcement process
8:30 – Opening Remarks
Ryan Hargrove, MAI, SRA, AI-GRS – 2026 SCCAI President
Matthew VanEck, MAI– Seminar Chairperson
Jason Borras – Seminar Co-Chair
8:30 AM – When the IRS Calls: Defending Estate & Gift Tax Appraisals Under Audit
Eric Garfield, MAI, CCIM – Cushman & Wakefield
Aaron J. Gigliotti – Lurie, Zepeda, Schmalz, Hogan & Martin
9:30 AM Break
9:40 AM – From Appraisal Report to Witness Stand: What Appraisers Need to Know About Litigation and Testifying
Ryan Squire, Jennifer Slater and Scott Mahler – Atkinson, Andelson, Loya, Ruud & Romo
10:45 AM Break
10:55 AM – Eminent Domain Topic TBD
Alyson C. Suh and Michael C. Valdez – Woodruff & Smart
11:55 AM Lunch
1:00 PM – The Shulda, Woulda and Couldas of Market Value Definitions
Stephen D. Roach, MAI, SRA, AI-GRS – Jones, Roach & Caringella, Inc.
2:15 PM Break
2:35 PM – Artificial Intelligence Topic TBD
Ryan T. Hargrove, MAI, SRA, AI-GRS, R/W-AC – County of Orange
Jacinto A. Munoz, MAI, SRA, AI-GRS, AI-RRS, CRE – Cogito Realty Partners LLC
3:35 PM TBD
5:00 PM Closing Reports/Announcements
THERE IS NO CE FOR THIS MEETING
The SCCAI WIN Committee will be hosting its “First Friday” zoom series meeting for November. The topic will be “The Appraiser’s Toolkit: The Tools, Gadgets, Software of Apps that Elevate our Process”. The goal is to learn in this forum about specific tips to build our efficiency and quality, focusing on newly discovered tools in the past five years. At this meeting we intend to discuss how we can modernize our appraisal work with intention and habit-building.
Date: November 6, 2026
Time: 12pm– 1pm
Venue/Location: Zoom Log-In
WIN COMMITTEE:
Ariana Arredondo: [email protected]
Jennifer Hsu: [email protected]
Linda Whittlesey: [email protected]
| BIO: Bradley Weiss is an Account Executive of Aivre, the first GSE-verified software vendor for UAD 3.6. Built with an “appraiser-first” DNA, Aivre replaces legacy workflows with a digital-first, AI-driven analysis system. Aivre led 3.6 orders in Limited Production and is now one of the leaders in the industry in live UAD 3.6 Broad Production, completing 3,000+ live orders to date.DESCRIPTION: • Part 1 – 3.6 Intro and Dashboard Navigation: A short intro on Jake/Aivre background story. Followed by a quick discussion on the main changes going from 2.6 to 3.6, walking users through Aivre’s main dashboard navigation features and how they work for each user depending on their plan. • Part 2 – Automation Demo: A heavy demo section walking viewers through different report options, how Aivre Mobile works with automation, organizational features and how to upload and tag photos using data autofill. • Part 3 – Data Analytics Demo: Focused on data and sketch, walking viewers through GSE’s current data requirements, the sales comparison approach, and Aivre analytics. • Part 4 – GSE Compliance and Exporting: Covering the compliance checker, how to export a zip file, how Aivre reduces revisions, and Q/A. |
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