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    The Appraiser as an Expert Witness: Preparation and Testimony

    More Info Register
    March 24-25, 2025 Walnut Creek, CA
    Date
    March 24-25, 2025
    Time
    8:30AM - 5:00PM (PST)
    Sponsor
    Northern California Chapter
    Location
    Treat Towers
    1255 Treat Boulevard
    First Floor Conference Room
    Walnut Creek, CA 94597
    Instructor
    Stephen D. Roach, MAI, SRA, AI-GRS
    Class Time
    14 hours
    Exam Time
    1 Hour
    Full Price
    $525.00
    AI Price
    $425.00
    Enroll by February 14 and save $50!
    View Pricing Options
    Course Description
    This course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities you can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. You’ll work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

    This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

    Who Should Enroll
    • Experienced residential and general real property appraisers interested in exploring litigation valuation as a specialty
    • Real estate professionals
    • Users of appraisal services
    • Attorneys
    AI CE Points
    Attend:
    150
    Attend & Pass Exam:
    200
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 16 15 1 Classroom Classroom 03/15/2024 03/04/2027 19835
    AR CE 16 15 1 Classroom Classroom 05/07/2024 03/07/2026 AI022
    AZ CE 16 15 1 Classroom Classroom 02/23/2022 02/22/2026 0224-0000006
    CA CE 15 15 Classroom Classroom 08/21/2021 08/27/2027 23CP754601549
    CO CE 14 14 Classroom Classroom 07/26/2024 07/29/2027 2741
    CO CE 15 14 1 Classroom Classroom 07/26/2024 07/29/2027 2741
    CO QE 15 14 1 Classroom Classroom 07/26/2024 07/29/2027 2741
    CT CE 15 14 1 Classroom Classroom 10/09/2024 10/09/2027 AAL.001288
    DC CE 16 15 1 Classroom Classroom 02/29/2024 02/28/2026 4075
    DE CE 16 15 1 Classroom Classroom 05/22/2024 10/31/2025 REA-AC-052224-090219
    FL CE 15 15 Classroom Classroom 02/14/2023 02/13/2025 0007081
    GA CE 14 14 Classroom Classroom 01/01/2004 27984
    HI CE 16 15 1 Classroom Classroom 01/01/2024 12/31/2025 23-497
    HI CE 15 15 Classroom Classroom 01/01/2024 12/31/2025 23-497
    ID CE 16 15 1 Classroom Classroom 06/10/2024 03/04/2027
    IL CE 15 15 Classroom Classroom 12/26/2024 12/31/2026 575.010722
    IN CE 16 15 1 Classroom Classroom 04/10/2015
    KY CE 15 15 Classroom Classroom 07/01/2024 05/30/2025
    LA CE 16 16 Classroom Classroom 01/01/2024 12/31/2025 A0021
    MA CE 15 15 Classroom Classroom 05/08/2023 05/07/2025 120074
    MD CE 14 14 Classroom Classroom 07/01/2022 06/30/2025
    MN CE 16 15 1 Classroom Classroom 06/01/2024 03/31/2026 1036851
    MO CE 16 15 1 Classroom Classroom 03/20/2024 06/30/2026
    MS CE 15 15 Classroom Classroom 07/30/2023 07/27/2025 MAB#49149
    MT CE 16 15 1 Classroom Classroom 02/27/2024 02/27/2027 REA-CEC-REC-17541
    ND CE 15 14 1 Classroom Classroom 03/24/2019 08/15/2027 CE-223068
    ND CE 16 15 1 Classroom Classroom 03/24/2019 08/15/2027 CE-223068
    NH CE 7 7 Classroom Classroom 05/11/2022 05/11/2025
    NJ CE 16 15 1 Classroom Classroom 05/09/2017 2017-3175
    NV CE 15 15 Classroom Classroom 02/29/2024 08/31/2025 CE.0009781-A
    NY CE 15 15 Classroom Classroom 01/01/2025 12/31/2025 A0693
    OR CE 16 15 1 Classroom Classroom 03/25/2022 03/31/2025 APIN-C-0322-8918
    PA CE 16 15 1 Classroom Classroom 03/27/2023 02/24/2026
    RI CE 16 15 1 Classroom Classroom 08/08/2024 08/07/2025 REA.0002207-CE
    SC CE 16 15 1 Classroom Classroom 09/01/2024 08/31/2026 CE 725, AC . 725
    TN CE 15 15 Classroom Classroom 03/07/2018 04/30/2028 2153
    TX CE 16 15 1 Classroom Classroom 04/01/2023 02/27/2025 TX Provider #:10 Course #: 45563
    UT CE 16 15 1 Classroom Classroom 04/01/2024 03/31/2026 AC240313
    VT CE 16 15 1 Classroom Classroom 04/09/2024 02/12/2028 CA-222782
    WA CE 16 15 1 Classroom Classroom 09/12/2024 09/12/2027 A24024817
    WI CE 16 15 1 Classroom Classroom 12/15/2009 REA 3274
    WV CE 14 14 Classroom Classroom 02/02/2023 01/25/2026
    WY CE 16 15 1 Classroom Classroom 08/15/2024 08/14/2027 410
    Course Objectives
    • Describe the general process of a lawsuit involving real property valuation.
    • Identify the mechanics and strategies of a deposition and direct testimony.
    • Identify the requirements to communicate and defend an opinion of value in a courtroom setting.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    No

    Equipment:

    Additional Information:

    Course Materials Include:

    • Course Handbook (259 pp.)
    • Reference List (10 pp.)

    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.

    Prerequisites
    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Early-Bird
    Today thru 02/14/2025
    $525.00 $425.00
    Standard
    02/15/2025 thru 03/07/2025
    $575.00 $475.00
    Late
    After 03/08/2025
    $650.00 $550.00
    Have Exam Questions?
    Additional Course Offerings
    Sponsor Date Location Format
    North Star Chapter January 23-24, 2025 Lake Elmo, MN Classroom View Details Register
    Colorado Chapter February 24-25, 2025 Denver, CO Classroom View Details Register
    Southern New Jersey Chapter May 13-14, 2025 Deptford, NJ Classroom View Details Register
    Oklahoma Ozark Chapter June 23-24, 2025 Edmond, OK Classroom View Details Register
    Event Information

    * * * * * Please review the entire section below. * * * * *

    It contains IMPORTANT SPECIFIC details about the March offering that you are registering for sponsored by the

    Northern California Chapter
    https://norcal-ai.org/

    925/932-7753  l 916/972-9700


    Location

    Treat Towers
    1255 Treat Boulevard
    First Floor Conference Room
    Walnut Creek, CA 94597


    BART and Onsite Parking

    • Treat Towers is a quick walk from the Pleasant Hill BART Station
    • Onsite parking is available
      - enter from Buskirk Avenue
      - $9 daily rate (subject to change)
      - no in / out privileges

    • Street parking may also be available; be watchful of any parking restrictions


    Program Hours and Materials
    Onsite check-in will begin at 8:00am on Monday, March 24. "Live / in-person" Instruction will run from 8:30am – 5:00pm (Pacific Time) on Monday, March 24.  On Tuesday, March 25 instruction will run from 8:30am – 4:00pm followed by the one-hour exam beginning at 4:00pm.  Students will be on their own for lunch; numerous eateries are available within easy walking distance of and onsite at Treat Towers.


    Tips on Downloading the Course Handbook
    Upon registering, students will have access to the downloadable course materials. Students are strongly encouraged to have pre-printed and/or pre-downloaded the materialsDo not wait until the day of the course to download as the files are quite large.

    • Log in to My Account (https://www.appraisalinstitute.org/)
    • Select Education & Events (right sidebar)
    • See list of all offerings, scroll to The Appraiser as an Expert Witness and select View
    • You will now see a box that contains downloadable program materials
    • Click link(s) to download:

    • Course Handbook - 259 pages
    • Reference List - 10 pages 


    Ordered Printed Materials or Need Assistance in Downloading? If you (1) have not received your pre-printed materials (must be selected at the time of online registration; extra fees apply for printing and shipping) within 4 weeks of the offering, (2) have any questions or difficulty in accessing / downloading the required electronic course materials contact AI's Education Delivery Department directlyat312-335-4207 or education@appraisalinstitute.org .


    Required Text

    • None other than the (2) items listed above including the Course Handbook and Reference List.  

    Required Equipment

    • A four-function or financial calculator is required. If using a financial calculator, the accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
    • You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
    • For more information and a free review, click here .
    • For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator
    • HP-12C calculator User's Manual.

    • Students will need a No. 2 pencil for the exam
    • Students are encouraged to bring extension cords / powerstrips (especially if viewing materials on a laptop)

    Education Credit Hours and Attendance Verifications
    Those who check in late, leave early or are not in attendance during non-scheduled breaks may jeopardize receipt of credit.

    Appraisal Institute: Full attendance (100%) and successful completion of the exam enables Designated Members, Candidates for Designation and Practicing Affiliates to receive 200 AI CEC points; 150 points for full attendance only (no exam).  Successful completion of the exam and full attendance is required for those seeking to fulfil the Professional Development Litigation requirements.

    BREA ContinuingThe Appraiser as an Expert Witness has been approved by the BREA (#23CP754601549) for 14-hours of BREA CEC. Full (100%) attendance required but BREA CEC (continuing education credit) does not require successful completion of the exam.

    BREA Basic/QualifyingThe Appraiser as an Expert Witness is not approved BREA qualifying education (QE) credit. 


    If you are seeking credit for this offering from a state outside of California, check with your state licensing board(s) to make sure an out-of-state offering will be accepted before registering. It is best to speak directly with a representative from your board rather than relying on information posted to the web. Note: Some states outside of California may have additional reporting requirements that the Chapter is not able to comply with.


    Attendance Verification Process Effective 10/01/19
    Verified attendance certificates will be available for downloading within 15 working days of the offering

    • Logging into My Account www.appraisalinstitute.org
    • Select EDUCATION
    • Click on the specific offering that you are seeking the certificate for; it will show REGISTERED
    • Scroll to the very bottom of the screen to (1) COMPLETE EVALUATION FORM and (2) RETRIEVE / PRINT CERTIFICATE

    Note: Effective 10/01/19 students will be able to access their attendance certificates 24/7 through the Appraisal Institute's netFORUM association management program. The Northern California Chapter does not have direct access to certificates for programs held after this time. Any issues in retrieving certificates should be brought directly to the attention of the Appraisal Institute's Education Delivery Department at 312/335-4207 or education@appraisalinstitute.org .

    Confirmation Emails
    All confirmed registrants will receive a payment receipt plus a separate confirmation by email. Be sure that you can accept emails from each of the following email addresses:

    • lisa@norcal-ai.org
    • jenny@norcal-ai.org
    • lisa-norcal-ai.org@shared1.ccsend.com

    Any last-minute updates to this offering will most likely be sent from lisa-norcal-ai.org@shared1.ccsend.com (registrants should not send emails to this address). Be sure that you can accept emails from these email addresses, or these important emails may default to your spam / junk files.


    Payment Receipt
    All confirmed registrants will receive an email confirmation that will also serve as a payment receipt on the day of registration.

    • noreply@appraisalinstitute.org (confirmation details)
    • aiservice@appraisalinstitute.org (payment receipt)


    Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.


    Note:
     If you do not receive emails on a regular basis from the Northern California Chapter ( lisa-norcal-ai.org@shared1.ccsend.com ) be sure to visit our homepage and sign-up to receive our emails. Registrants will not want important details like location changes or material downloads defaulting to spam / junk or be classified as undeliverable.

    • Those who work for financial institutions or government agencies my need to enlist the assistance of their IT Department to insure timely email delivery.


    Accommodations
    The following hotels are within proximity of Treat Towers (Walnut Creek)

    • Embassy Suites (at Pleasant Hill BART) - 925/934-2500 - 1345 Treat Boulevard, Walnut Creek, CA
    • Holiday Inn Express - 925/932-3332 - 2730 N Main St, Walnut Creek, CA
    • Hyatt House - 925/934-3343 - 2611 Contra Costa Blvd, Pleasant Hill, CA

    Click here - for additional lodging options in the Pleasant Hill / Walnut Creek Area

    Some students have also explored options for vrbo and Airbnb.


    Questions? Contact Us
    Northern California Chapter
    925/932-7753 l 916/972-9700
    via email

     

    CEC Approvals
    Approval outside of California or acceptance of out-of-state providers cannot be guaranteed. If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) - before registering - to make sure that they will accept credit from an out-of-state provider. Some states may have special pre-approval or reporting requirements that the chapter is not able to comply with. Use caution in relying on website approvals as they may not be up-to-date.


    COVID Protocols
    All registrants attending a live-classroom offering do so at their own risk. Each registrant is individually responsible for being aware of and following state, city and county COVID protocols and guidelines.


    Disclaimers
    By registering for this event, you agree that

    • your attendance may be recorded, photographed, and/or monitored at any time
    • will accept emails from the Northern California Chapter; registrants will add the following address to their accepted list of emails - lisa-norcal-ai.org@shared1.ccsend.com
    • your contact information may be published in a networking roster
    • we may switch or change locations based on program logistics or necessity
    • if you have a disability and may require special accommodation, please notify us in writing at least two weeks in advance to arrange for reasonable accommodation
    • all registrants attending a live-classroom offering do so at their own risk. Each registrant is individually responsible for being aware of and following COVID protocols and guidelines


    Lost or Damaged Items
    The Appraisal Institute nor the Chapter presenting this program is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.


    Cancellations
    Written cancellations received by Monday, March 10 are subject to a $35 cancellation fee. Cancellations received after that time but prior to noon on Monday, March 17, are subject to a $55 cancellation fee. No refunds for cancellations received after March 17 or for program "no shows". Cancellations can be emailed to lisa@norcal-ai.org.

    We reserve the right to substitute instructors, or to cancel or modify this program (adjust hours or location) if sufficient registrations are not received by Friday, February 28 or due to other circumstances beyond our control. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility. Those requiring out-of-town travel arrangements should exercise caution in booking non-refundable tickets/reservations.


    Questions? Contact Us
    Northern California Chapter
    925/932-7753 l 916/972-9700
    via email