Jul
15
Fri
FREE JULY MIXER
Jul 15 @ 5:00 pm – 9:00 pm

PLEASE JOIN US TO WELCOME OUR CENTRAL CALIFORNIA MEMBERS.

FREE MIXER AT The Padre Hotel

APPETIZERS WILL BE SERVED

NO-HOST BAR

Oct
20
Thu
2022 Heritage Night Dinner @ Omni Hotel
Oct 20 @ 5:30 pm – 8:30 pm

CLICK HERE to register via the submission form

 

You are cordially invited to the

Appraisal Institute

Southern California Chapter’s

 

2022 Heritage Night

Honoring:

David A. Zoraster, MAI

October 20th, 2022

Reception 5:30 pm

Dinner & Program 6:30 pm

Omni Hotel

251 S. Olive St.

Los Angeles, CA 90012

Experiences

Cancellation Policy

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

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

Additional Information

This year we will be honoring David A. Zoraster, MAI. We urge you to make plans to join the other past Chapter Presidents, retired members, and members for this special night.

Disclaimer Information

_____  (V) Green Thyme & Purple Lavender Risotto

______  (C) 5 Peppercorn Crusted Breast of Chicken

______  (F) Miso Glazed Atlantic Salmon

Dec
15
Thu
Federal and California Statutory and Regulatory Law @ DoubleTree Hotel
Dec 15 @ 12:00 pm – 5:00 pm

Notes

FEDERAL and CALIFORNIA STATUTORY and REGULATORY LAWS
Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Includes the required open-book exam.

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

– Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
– Understand the context of and recent amendments to the California “Laws” & “Regs”
– Find out about your new “mini-resume” on the BREA website
– Understand BREA’s new & revised definitions that affect your daily appraisal practice
– Become familiar with the new Federal & California Appraisal Management Company (AMC) Laws & Regs
– Look out for these BREA laws that result in immediate license suspension

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

AI= 20 POINTS
AI = 4 HRS OF CE
BREA = 4 HRS OF CE

CHECK IN AT 11:30 AM
CLASS STARTS AT 12:00 PM
NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.
LUNCH: YOU ARE ON YOUR OWN
PARKING: FREE
TEMPERATURES IN CLASSROOMS VARY. PLEASE DRESS ACCORDINGLY.

National Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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.

 

Federal and California Statutory and Regulatory Law @ DoubleTree Hotel
Dec 15 @ 12:00 pm – 5:00 pm

Notes

FEDERAL and CALIFORNIA STATUTORY and REGULATORY LAWS
Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Includes the required open-book exam.

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

– Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
– Understand the context of and recent amendments to the California “Laws” & “Regs”
– Find out about your new “mini-resume” on the BREA website
– Understand BREA’s new & revised definitions that affect your daily appraisal practice
– Become familiar with the new Federal & California Appraisal Management Company (AMC) Laws & Regs
– Look out for these BREA laws that result in immediate license suspension

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

AI= 20 POINTS
AI = 4 HRS OF CE
BREA = 4 HRS OF CE

CHECK IN AT 11:30 AM
CLASS STARTS AT 12:00 PM
NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.
LUNCH: YOU ARE ON YOUR OWN
PARKING: FREE
TEMPERATURES IN CLASSROOMS VARY. PLEASE DRESS ACCORDINGLY.

National Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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.

 

Federal and California Statutory and Regulatory Law @ DoubleTree Hotel
Dec 15 @ 12:00 pm – 5:00 pm

Notes

FEDERAL and CALIFORNIA STATUTORY and REGULATORY LAWS
Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE) Includes the required open-book exam.

Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.

– Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
– Understand the context of and recent amendments to the California “Laws” & “Regs”
– Find out about your new “mini-resume” on the BREA website
– Understand BREA’s new & revised definitions that affect your daily appraisal practice
– Become familiar with the new Federal & California Appraisal Management Company (AMC) Laws & Regs
– Look out for these BREA laws that result in immediate license suspension

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

AI= 20 POINTS
AI = 4 HRS OF CE
BREA = 4 HRS OF CE

CHECK IN AT 11:30 AM
CLASS STARTS AT 12:00 PM
NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.
LUNCH: YOU ARE ON YOUR OWN
PARKING: FREE
TEMPERATURES IN CLASSROOMS VARY. PLEASE DRESS ACCORDINGLY.

National Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

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 Appraisal Institute does not publish examination review materials. 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
14
Sat
91st Annual Installation Banquet @ Millennium Biltmore Hotel
Jan 14 @ 6:00 pm – 10:00 pm

91st Annual

Installation Banquet

The Southern California Chapter of the Appraisal Institute invites its members and their guests to the 91st Annual Installation. Come and enjoy a special evening

with friends and colleagues while we honor our

2023 Chapter Officers and Directors.

Saturday, January 14, 2023

Millennium Biltmore Hotel

506 S. Grand Ave.,

Los Angeles, CA 90071

Reception 6:00pm

Dinner 7:00pm

Followed by Installation Program

 INSTALLING OFFICER:
Craig Steinley, MAI, SRA, AI-GRS, AI-RRS – 2023 Appraisal Institute President 

The program will include the installation

of the Chapter’s 2023 Officers:

President Linda Whittlesey, SRA

Vice President Adam Bogorad, MAI

Treasurer Ernesto Lopez, MAI, AI-GRS

Secretary Ryan T. Hargrove, MAI, SRA, AI-GRS

2023 Branch Directors

2023 Region VII Representatives

Cocktail Attire

 

Cancellation Policy

There is a $35.00 cancellation fee

Additional Information

Seating is limited.

Reservation deadline is January 6, 2023 

$85.00 per person

Includes free Parking – No Host Bar

Dinner Menu:  Choice of…

v  Chicken Basquaise

v  Filet Mignon

v  Herb Crusted Atlantic Salmon

v  Parsnip & Porcini Wellington (Vegetarian)

Disclaimer Information

This is a social event ——There is NO CE for this event.

Jan
26
Thu
2024-2025 7-Hour National USPAP Update Course @ Costa Mesa
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.
30th Annual LA/OC Market Trends Seminar @ Sheraton Cerritos Hotel
Jan 26 @ 8:00 am – 6:00 pm
8:00 AM – 8:15 AM – Opening Remarks

SCCAI Member Meeting

Linda Whittlesey, SRA – 2023 SCCAI President

Economics – Global to Local

Ed Coulson – Director, Center for Real Estate at UCI

Break

Capital Markets

Break

Office Market

Andrew Robben – Newmark

Break

Multifamily Market

Mollie Carmichael – Zonda

Kimberly Byrum – Zonda

12:00 PM – 1:00 PM – LUNCH

The California Hotel Market

Justin Myers – Atlas Hospitality

Break

Retail Market

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

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

THE SEMINAR STARTS AT 8:00 AM

INCLUDES CONTINENTAL BREAKFAST AND LUNCH

PARKING: FREE

THE TEMPERATURE IN THE ROOM VARIES. 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.

Feb
1
Wed
SOUTHERN BRANCH DINNER MEETING – Junk Science & Valuation @ Bahia Corinthian Yacht Club
Feb 1 @ 5:30 pm – 8:00 pm

Notes

Topic: Junk Science & Valuation

Description: There are over a dozen tactics used by junk scientists who present appraisals in the courtroom and to clients. This presentation sets forth these tactics, along with citations and discussions to identify these ploys and rebut them effectively.

 

Randall Bell, PhD, MBA, MAI is the author of “Real Estate Damages: 3rd Edition” and specializes in real estate damage economics. He was retained as the expert in the World Trade Center, the Flight 93 Crash Site,  the Bikini Atoll Nuclear Test Sites, OJ Simpson, and hundreds of others.

 

Michael Tachovsky, PhD provides expert witness testimony for complex valuation issues. He has taught courses and published in the Appraisal Journal on the topic.

Cancellation Policy

Up To 15 days prior to program start date, $25.00 cancellation fee.

2 – 14 days prior to program start date, $35.00 cancellation fee.

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

Additional Information

Dinner Check in: 5:30 PM

Dinner and Program starts at: 6:00 PM

Program includes Buffet Dinner

2 Hours of BREA CE Pending Approval

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 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.