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    General Appraiser Report Writing and Case Studies

    More Info Register
    September 9-12, 2024 Walnut Creek, CA
    Date
    September 9-12, 2024
    Sponsor
    Northern California Chapter
    Location
    Treat Towers
    1255 Treat Boulevard
    First Floor Conference Room
    Walnut Creek, CA 94597
    Instructor
    Stacey L. Thoyre, MAI
    Class Time
    28 hours
    Exam Time
    2 Hours
    Full Price
    $725.00
    AI Price
    $625.00
    Enroll by August 2 and save $70!
    View Pricing Options
    Course Description
    This course emphasizes how strong writing and effective organization of an appraisal report are as powerful and essential as solid analysis. You’ll develop skills and strategies to harness language so that your value conclusion is clear and convincing to the intended user. Developing a credible opinion of value is only part of the appraisal process. Reporting it effectively conveys the appraiser’s competence. A poorly written report diminishes the credibility of even the most competent research and analysis. An appraiser who can combine robust analytical skills with strong communication skills gains a compelling competitive advantage. Through instruction and practice, you’ll learn how to effectively communicate a sound valuation analysis. Discussions and writing exercises use a variety of property types and valuation scenarios to address common issues specific to appraisal report writing. Real-world examples allow you to apply writing concepts including organization, writing tone, integration of image-based content, coherent sentence and paragraph structure, and the revision and editing process. Extended writing assignments focus on common appraisal writing challenges such as explaining the derivation and application of quantitative adjustments, communicating data-dense analysis, presenting highest and best use analysis, and writing an appropriate scope of work.
    Objectives:
    • Identify the nature of appraisal reports and report requirements.
    • Identify and apply principles of grammar, punctuation, and usage specific to report writing.
    • Recognize and apply a variety of written communication tools and methods to best convey an assignment’s results.
    • Identify the importance of the intended user when writing an appraisal report.
    • Practice presenting appraisal analysis and conclusions clearly and effectively.
    • Understand the interconnectedness of the appraisal process and how to achieve a consistent and coherent appraisal report.
    • Identify strengths and weaknesses of image-based description in appraisal reports, and practice designing effective graphs and tables.
    Current Online Version: 
    This course provides instruction in effectively communicating a sound analysis of selected parts of a valuation. It addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. You will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports.

     

    Objectives:

    • Identify the nature of appraisal reports and report requirements.
    • Identify the basic principles of grammar and effective report writing.
    • Practice writing descriptive sections of appraisal reports.
    • Practice writing sections of appraisal reports that include extensive numerical material.
    • Practice writing analytical sections of appraisal reports.
    Who Should Enroll
    • Those seeking general real property appraiser certification
    • Appraisers who want to improve their writing skills
    AI CE Points
    Attend:
    175
    Attend & Pass Exam:
    225
    Pass Only:
    200
    State Approvals
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    CT CE 28 28 Classroom Classroom 04/13/2022 04/13/2025 AAL.000927
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    MO QE 30 28 2 Classroom Classroom 06/14/2022 06/13/2025
    MS CE 28 28 Classroom Classroom 04/29/2024 06/13/2025 MAB #7285
    MS QE 30 28 2 Classroom Classroom 04/29/2024 06/13/2025 MAB #7285
    MT CE 28 28 Classroom Classroom 01/09/2022 01/12/2025 REA-CEC-REC-14627
    MT CE 28 28 Classroom Classroom 04/12/2022 12/09/2024 REA-CEC-REC-15312
    MT QE 30 28 2 Classroom Classroom 01/09/2022 01/12/2025 REA-CEC-REC-14627
    MT QE 30 28 2 Classroom Classroom 04/12/2022 12/09/2024 REA-CEC-REC-15312
    NC QE 30 28 2 Classroom Classroom 01/01/2024 12/31/2024
    ND CE 30 28 2 Classroom Classroom 06/06/2007 QE2706
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    NH CE 28 28 Classroom Classroom 06/14/2023 06/13/2025
    NH CE 28 28 Classroom Classroom 05/11/2022 06/13/2025
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    NV QE 30 28 2 Classroom Classroom 05/01/2023 10/31/2024 PL.0009589-A
    NY CE 28 28 Classroom Classroom 01/01/2024 12/31/2024 A3040-28
    NY QE 30 28 2 Classroom Classroom 10/01/2023 09/30/2024 Q0215-G8
    OH CE 27 27 Classroom Classroom 01/01/2024 12/31/2024 084400404A 22
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    OK CE 28 28 Classroom Classroom 06/03/2022 06/13/2025 740
    OK QE 30 28 2 Classroom Classroom 06/03/2022 06/13/2025 634
    OR CE 28 28 Classroom Classroom 05/17/2022 06/13/2025 APIN-Q-0522-8929
    OR QE 30 27 3 Classroom Classroom 05/17/2022 06/13/2025 APIN-Q-0522-8929
    PA CE 28 28 Classroom Classroom 04/07/2022 06/12/2025
    PA QE 30 28 2 Classroom Classroom 04/07/2022 06/13/2025
    PR CE 28 28 Classroom Classroom 01/01/2022 06/13/2025 79268
    PR CE 30 28 2 Classroom Classroom 01/01/2022 06/13/2025 79268
    PR QE 30 28 2 Classroom Classroom 01/01/2022 06/13/2025 79268
    RI CE 28 28 Classroom Classroom 04/01/2022 06/13/2025 REA.0001857-CE
    RI QE 30 28 2 Classroom Classroom 04/01/2022 06/13/2025 REA.0001857-CE
    SC CE 28 28 Classroom Classroom 09/01/2022 08/31/2024 CE2021
    SC QE 30 28 2 Classroom Classroom 09/01/2022 08/31/2024 AS.1QE14
    SD CE 30 28 2 Classroom Classroom 05/04/2023 05/04/2026 SD 448
    SD QE 30 28 2 Classroom Classroom 05/04/2023 05/04/2026 SD 448
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    TX QE 30 28 2 Classroom Classroom 06/13/2022 06/13/2025 TX Provider #:8038 Course #:27886
    UT CE 30 30 Classroom Classroom 09/01/2023 08/31/2025 AQ220306
    UT QE 30 28 2 Classroom Classroom 03/15/2022 AQ220306
    UT QE 30 28 2 Classroom Classroom 03/01/2024 03/31/2026 AQ240308
    VA CE 28 28 Classroom Classroom 01/01/2022 06/13/2025 79268
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    WI QE 30 28 2 Classroom Classroom 01/01/2022 06/13/2025 79268
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    WV QE 30 28 2 Classroom Classroom 04/04/2022 06/13/2025
    WY CE 28 28 Classroom Classroom 03/30/2022 03/30/2025
    WY QE 30 28 2 Classroom Classroom 03/30/2022 03/30/2025
    Course Objectives
    See descriptions above
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:

    Yes. After you register for this class, please go to your Education and Events page for details on what you must complete BEFORE class begins.

    To access your Education and Events page, log on to the Appraisal Institute website at https://ai.appraisalinstitute.org/eweb (click on the three horizontal lines to the left of the AI logo and select “My AI Account” from the drop-down menu).

    Equipment:

    • Laptop computer, word processing software, and spreadsheet software required.
    • A four-function calculator is required, but a financial calculator is not needed.
    • The Excel spreadsheet, Part 14 Leasing Status Exercise Student Version must be downloaded during registration. Please be sure to bring this download to class.

    Additional Information:

    Course Materials Include:

    • Course Handbook (522 pp.)
    • Solutions Booklet (136 pp.)
    • Student Letter (1 p.)
    • Quick Grammar Guide Laminated Handout (2 pp.)
    • DOWNLOAD ONLY: Part_14_Leasing_Status_Exercise_Student_Version_Before (EXCEL file 68 KB)
    Required and/or Recommended Equipment:
    • A laptop computer is required.
    • A financial calculator is required. 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.
    • Free Review: Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems ; and Financial Calculator Practice Exercises .
    • For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.
    • HP-12C calculator User’s Manual.
    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.

    Requirements:
    None specified

    Additional Course Offerings
    Sponsor Date Location Format
    Appraisal Institute On Demand Online View Details Register
    Appraisal Institute October 21-31, 2024 Synchronous View Details Register
    Event Information

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

    It contains IMPORTANT SPECIFIC details about the September offering that you are registering for.



    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, September 9. "Live / in-person" Instruction will run from 8:30am – 5:00pm (Pacific Time) Monday, September 9 through Wednesday, September 11 and from 8:30am – 3:00pm on Thursday, September 12. The two-hour exam will be administered at 3:00pm on Thursday, September 12. 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 General Appraiser Report Writing and Case Studies and select View
    • You will now see a box that contains downloadable program materials
    • Click link(s) to download:

    • Course Handbook (522 pp.)
    • Solutions Booklet (136 pp.)
    • Student Letter (1 p.)
    • Quick Grammar Guide Laminated Handout (2 pp.)
    • DOWNLOAD ONLY: Part_14_Leasing_Status_Exercise_Student_Version_Before (EXCEL file 68 KB) - bring this to class


    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 (5) items listed above including the Course Handbook, Solutions, Letter, Grammar Guide and Leasing Exercise.

    Required Equipment

    • Laptop computer, word processing software, and spreadsheet software required

    • 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 225 AI CEC points; 175 points for full attendance only (no exam).

    BREA Continuing: General Appraiser Report Writinghas been approved by the BREA (#07754115) for 28-hours of BREA CEC. Full (100%) attendance required but BREA CEC (continuing education credit) does not require successful completion of the exam.

    BREA Basic/Qualifying: General Appraiser Report Writing is approved for 30-hours of BREA qualifying education (QE) credit (#07754115) with 100% attendance and successful completion of the course exam.

    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 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 this 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, August 26 subject to a $50 cancellation fee. Cancellations received after that time but prior to noon on Monday, September 2, are subject to a $100 cancellation fee. No refunds for cancellations received after September 2 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 Monday, August 19 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