Calendar

MANDATORY CLASS FOR NJ APPRAISERS ONCE A RENEWAL CYCLE

• Check in begins at 8:15 AM
• Class starts at 8:30 AM                 
• Instructor: Susanne Curran, MAI, AI-GRS

NJ Appraiser Law, Regulations   N.J.S.A. 45:14F-1, et seq. Real Estate Appraisers Act

Purpose: This course is required by NJ regulations every two years.  Students will learn about the law itself, the regulations that pertain to the law including specific areas noted in the regulation.

13:40A-5.4 (b):  All licensed and certified real estate appraisers shall be required to complete a two hour course on New Jersey law and rules governing the practice of real estate appraising.

There are no materials to print/download. Any & all cancellations are subject to an admin fee.  No credit/refunds for cancellations made on or after 7 days prior to class.  No credit/refunds for no-shows.  Our cancellation policy is stated on the registration portal. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. BOTH offerings were submitted to the NJ State Board of Real Estate Appraisers for CE; NO OTHER STATES!

These seminars are being presented virtually via Zoom. Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive & live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information. You do not need a paid account from ZOOM to participate. If you are using your iPad/iPhone/smartphone please download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar and allow Virtual education in place of classroom education during the pandemic.

Contact lisamayweiss@hotmail.com with questions regarding participation guidelines.

CLICK HERE FOR A PRINTABLE PDF FOR NJ RULES & REGS and EFFECTIVE WRITING COURSES.

• Check in begins at 10:15 AM
• Class starts at 10:30 AM, ends at  4 PM        
• Instructor: Susanne Curran, MAI, AI-GRS

Please note: There will be a 30-minute break for lunch during this class.

Part 1: Key Points for Effective Business Writing

• Guidelines and Examples from Well-Known Writing Texts and Instructor’s narrative report and proposal editing experience, General Appraisal Review experience and past participation in a New York Times writing presentation.

Part 2: Introducing the Assignment and Property: Overview and Assumptions

• Clear and direct language examples conveying relevant Facts and any required Extraordinary
• Assumptions and Hypothetical Conditions

Part 3: Required Subject Description, Sale History, and Highest and Best Use

• Recommended writing techniques coupled with relevant USPAP content requirements

Part 4: Local Property: Subject Description Writing Assignment

Part 5: Describing Comparable Sales And Other Supporting Data

• Describing relevant and credible supporting data, and USPAP content requirements

Part 6: Required and Credible Subject Analysis and Final Value Opinion

• Reasonable and credible adjustments; consistency and Required Reconciliations:
•  Approaches to Value and Final Market Value Opinion

Part 7: Local Property: Final Reconciliation Writing Assignment, Questions

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These seminars are being presented virtually via Zoom.  Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive & live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information.  You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone please download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work.  Check state approvals before registering to make sure the states you are licensed have approved the course/seminar and allow Virtual education in place of classroom education during the pandemic.

Questions regarding participation guidelines? Need help enrolling?  Email:  lisamayweiss@hotmail.com   Call: 856.415.0281

CLICK HERE FOR A PRINTABLE PDF FOR NJ RULES & REGS and EFFECTIVE WRITING COURSES.

• Check in begins at 2:45pm

• Class is 3-5pm 

• Instructor: Peter Christensen, Attorney, Christensen Law Firm

This presentation is focused on the legal aspects of alleged discrimination in appraising. The goals are to inform participants – primarily appraisers – about the relevant laws, theories of liability, and causes and markers of potential claims concerning discrimination in appraising for lending services. Learners will be able to:

• Understand the key laws that exist with respect to alleged discrimination in appraising, both residential & commercial.
• Understand how Fair Housing Act claims & Equal Credit Opportunity Act claims are brought & to whom these laws apply.
• Recognize what may constitute potential evidence of discrimination in a legal setting.
• By hearing real-world claim examples, understand the HUD complaint process with respect to its investigation of allegations of discrimination and understand the separate legal process within the courts.
• Understand that current allegations of discrimination in appraising are not limited to allegations about low valuations & that other subjects of potential discrimination are being scrutinized, such as availability & pricing of valuation services.
• Consider improvements that can be made to decrease risk of discrimination and claims involving discrimination.

Seminars in January – March are being presented virtually via Zoom.  (YELLOW BOOK WILL BE IN PERSON!)

Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information. You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar & allow Virtual education in place of classroom education.

Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

• Check in begins at 8:15am

• Class is 8:30am–12:30pm 

Instructor: Jared Preisler SRA, AI-RRS

This seminar will prepare the appraiser for the Scope of Work changes taking effect on April 1, 2022, with Fannie Mae assignments. Review both the Improvement and Exhibit sections of the B4-1.3 selling guide. Present the key features and requirements of residential square footage based on the ANSI 2021. Lastly, it will provide guidance on USPAP requirements for reconciliation and disclosure within the report and workfile. Course will provide:

• Overview of the different Types and Sources of Data specifically focusing on Appraiser, MLS and Assessor square footage and the USPAP requirements for reconciling and reporting.
• Basic techniques and procedures for measuring single-family residential dwellings.
• Overview of the methods used by the American National Standards Institute Square Footage-Method for Calculating ANSI Z765-2021. Based on ANSI standard, review GLA and finished living area for many different style of homes including complex 1 ½ story, Two Story with sloped ceilings, dormers and Split-Entry/Bi-Level partial floor in basement and other common challenges.
• Review changes to the Improvement and Exhibits section of Fannie Mae selling guide and their impact on appraisal practice, including how to handle Accessory Dwelling Units.
• Review USPAP requirements for reconciliation and disclosure within the report and workfile.

***You SHOULD own “Square Footage – Method for Calculating: ANSI Z765-2021” for the seminar:  Order the PDF here.

Seminars in January – March are being presented virtually via Zoom. YELLOW BOOK IS IN PERSON!  Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information. You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone download the ZOOM app prior to offering. Check your webcam privacy settings on your computer. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar & allow Virtual education in place of classroom education.

Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

• Check in begins at 8:15am

• Class starts at 8:30am

• LUNCH: 12:00 pm – 12:30 pm

• Instructor: Susanne Curran, MAI, AI-GRS

NOTE: An appraiser must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP CE requirement.

Included in tuition:

• New 2022-2023 7-Hour USPAP Student Manual
• New 2022 USPAP Reference Manual

Not included in tuition:

• 2020-2021 USPAP Book – Is required to attend class

In addition to the 2022 student manual and 2022 USPAP reference manual (download or shipped directly to you from the Appraisal Institute; the option you selected at the time of initial registration), all attendees must also have their own copy of the 2020-2021 USPAP to class.

If you need to purchase a copy from The Appraisal Foundation, go to this link: https://www.appraisalfoundation.org

Seminars in January – March are being presented virtually via Zoom. YELLOW BOOK IS IN PERSON!  Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information.  You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/

smartphone download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar & allow Virtual education in place of classroom education.  Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

• Check in begins at 8:15am

• Class starts at 8:30am                

• Instructor: Mary Fox, MAI

Business Practices and Ethics is an important course that 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, the class compares behavior and actions that illustrate violations of the Code of Professional Ethics, and participants learn how referrals can be made. Participants are also introduced to the Appraisal Institute Guide Notes to the Standards of Professional Practice and use these Guide Notes to resolve everyday appraisal practice problems. At the end of the course, they 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. These are common business practice issues that appraisers encounter in various assignments, including mortgage lending, litigation, and property tax appeal. Other real-life scenarios in the course illustrate less common business practice issues such as an appraiser’s obligation when illegal or criminal behavior is observed.

Seminars in January – March are being presented virtually via Zoom. YELLOW BOOK IS IN PERSON!  Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information.  You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar & allow Virtual education in place of classroom education.

Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

• Check in begins at 8:15am

• Class starts at 8:30am

• Instructor: Lisa Meinczinger, SRA, AI-RRS

NEW SEMINAR!!!  Many markets are reporting a housing shortage particularly in the affordable housing sector.  As a result, municipalities are updating their zoning laws to allow one or more accessory dwelling units (ADUs) to be added to single-unit housing. If you are an appraiser involved in residential valuation where ADUs are part of this growing trend, this seminar is for you. It provides an overview on ADUs focusing on the description, legal concerns, valuation methods, and techniques needed to value them. You’ll learn about the valuation challenges and discover how the recent changes in the secondary mortgage market selling guidelines now provide more guidance and flexibility in valuing and financing ADUs. This seminar will help you complete appraisal assignments with ADUs competently. Objectives:

• Understand the role ADUs play in the housing market.
• Identify reasons ADUs are commonly added to an existing improvement.
• Recognize characteristics of the most common buyers and renters of ADUs.
• Apply the appropriate highest and best use analysis for ADUs as improved properties.
• Identify the zoning criteria that may limit ADUs.
• Understand secondary mortgage market appraisal guidelines and government appraisal guidelines and requirements.
• List data challenges that complicate the assignment.
• Solve short ADU dilemmas using valuation methods.

Seminars in January – March are being presented virtually via Zoom. YELLOW BOOK IS IN PERSON!  Students must have computer, webcam & microphone capability to participate & receive CE credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information. You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone download the ZOOM app prior to offering. Check your webcam privacy settings on your computer. Check state approvals before registering to make sure the states you are licensed have approved the course/seminar & allow Virtual education in place of classroom education.

Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

• Check in begins at 8:15am

• Class starts at 8:30am                       

• Instructor: Brian J. Flynn, MAI, AI-GRS

The update to the Uniform Appraisal Standards for Federal Land Acquisitions was released by the Interagency Land Acquisition Conference in December 2016. This is the first update to the standards since 2000. The 2-day Appraisal Institute course not only provides a comprehensive review of the Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition, it also includes critical instruction to those involved in federal land acquisition valuation assignments. The course walks you through case studies that demonstrate practical procedures and solutions. Whether you are an experienced appraiser who writes or reviews federal land acquisition appraisals or you are an appraiser interested in expanding your client base to include federal and state agencies and organizations, this course will show you how to apply the 6th edition of the Uniform Appraisal Standards for Federal Land Acquisitions in practice. A 1-hour exam is included. While program materials will be supplied, you will need to download an electronic copy of the required text and bring it with you: the 6th edition of the Uniform Appraisal Standards for Federal Land Acquisitions. To download a free copy, click here.

A financial calculator is required. The accepted model used in the course is the HP-12C. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.

EDUCATION CREDIT: This course is approved in most states for continuing education credit including NJ & PA. For other states, click here.

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Contact the chapter with questions: lisamayweiss@hotmail.com

CLICK HERE FOR A PRINTABLE PDF OF THE LATEST COURSE OFFERINGS.

It’s not a traditional dinner meeting, but it’s the best we can do right now! Join us for some good home-grown CE, followed by a chapter meeting & discussion with old friends. BYOB: Bring your own buffet.

• Log in begins at 2:30 pm

• 3:00 – 5:00 pm

  • Residential Updates, Changes: Eugene A. Soda, Jr., Vice President, Valuation, WSFS Bank         

  • Environmental Updates, Changes:  Michael Lucy and Marnie Niederhofer, Water’s Edge Environmental, LLC                     

  • Tax Court Updates, Changes: Judge Mala Sundar, P.J.T.C.

Residential Updates, Changes: Mr. Soda will discuss the new desktop products and their anticipated impact.  Bifurcated/Hybrid appraisals will also be discussed, as well as new technologies.  Changes are coming; get ready now!

Tax Court Updates, Changes:  Judge Sundar will discuss tax court issues & recent cases from across the state.  Her insight and experience will be a great benefit to all.

Environmental Updates, Changes:  Experts in their field, the speakers will address current local environmental issues, including those dealing with the Tidelands, Wetlands, and Pinelands.

ABOUT THE PRESENTERS

Eugene A. Soda, Jr. is Vice President of Valuation at WSFS Bank. He is a Certified Residential Appraiser in Delaware, New Jersey & Pennsylvania, with 36 years of appraisal experience.  Currently, Mr. Soda specializes in appraisal reviews, and is also working towards the AI-RRS designation with the Appraisal Institute. WSFS Financial Corporation is a financial services company. Its primary subsidiary, WSFS Bank, a federal savings bank, is the largest & longest-standing locally managed bank and trust company headquartered in Delaware and the Greater Delaware Valley.

Michael Lucey is a founding partner of Water’s Edge Environmental and Water’s Edge Mitigation.  Mr. Lucey is a certified Professional Wetlands Scientist with extensive experience in environmental consulting involving the management and supervision of environmental departments and project oversight as a team leader. A graduate of the University of Delaware, he has specialized experience in the design, construction and management of wetlands mitigation projects including the analysis of water budgets, vegetation selection and the administration of contracts to ensure successful establishment and survival of mitigated wetlands areas.  Mr. Lucey has over 20 years of experience in the performance of Phase I & II Environmental Site Assessments, general wildlife surveys, State and Federal environmental permitting associated with commercial & residential developments, waterfront development design and permitting, development feasibility analyses, delineation of freshwater and coastal wetlands boundaries, soils analyses and testing, habitat identification, environmental impact statements, and AutoCad design.

Marnie Niederhofer is Senior Biologist at Water’s Edge Environmental, LLC. Marnie is responsible for all phases of State and Federal environmental permit applications associated with waterfront and inland commercial and residential development. She has performed field freshwater and coastal wetlands delineations for New Jersey Department of Environmental Protection and U.S. Army Corps of Engineers and Pinelands Commission. She is responsible for the preparation of NJDEP Tidelands License and Grant Applications for residential development in coastal communities as well as responsible for the preparation of Phase I Environmental Assessments in accordance with ASTM Standards. Marnie performs general wildlife surveys, plant surveys and endangered and threatened species surveys. Marnie has extensive experience in the preparation of Compliance Assessment, Tidelands Evaluations and Pre-purchase assessment for residential and commercial properties.

Mala Sundar, P.J.T.C. was appointed to the Tax Court by Gov. Chris Christie and took her oath on July 27, 2009. She was reappointed in June 2016 by Christie. She became the presiding judge of the Tax Court on January 16, 2021. Prior to her judicial appointment, she had joined the NJ Division of Law as a deputy attorney general, representing state/governmental agencies on all taxation related issues. She completed her career there as section chief for transportation. She earned her law degree from Rutgers Law School in Camden.

Virtual Classroom-Live/Interactive Participation Guidelines: Students must have computer, webcam & microphone capability to participate & receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date. You will receive a separate email from the Chapter Office with log-in/access information.  You do not need a paid account from ZOOM to participate; download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work. Contact the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

Any & all cancellations are subject to an administrative fee.  No credit/refunds for cancellations made on or after April 21st.  No credit/refunds for no-shows.  Confirmations will be emailed. Two hours of continuing education credits are PENDING with NJ Board of Real Estate Appraisers (PA & NJ Div of Taxation (appraisal credits) reciprocal credits); PENDING for ADMIN credits w/the NJ Div. of Taxation.

100% seminar/speaker attendance required to receive CE credits, as per State & AQB criteria.

This program was developed and organized by SNJAI with the intent of addressing topics of current local interest solely for educational & informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. Content, 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 is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.This 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.

Click here for a printable PDF of the latest events and educational offerings.

• Instructor: Vince Dowling, MAI, SRA

• Check in begins at 8:15am

• class starts at 8:30am

NEW SEMINAR!!!  Appraisals or reviews of the most experienced appraisers can have inconsistencies in data, analysis, and reporting. This fast-paced and thought-provoking seminar focuses on significant inconsistencies that can have a major impact on the credibility of the appraiser as well as the value opinion. It will bring to light inconsistencies that can affect any part of the appraisal process including the definition of market value, highest and best use, the three approaches, functional and external obsolescence, and reconciliation. Eye-opening discussions and practical problems (including ag problems) will keep you interested and engaged throughout the day. Objectives:

• Recognize inconsistencies with the definition of market value and the need to stay consistent with the type of value opinion developed.
• Understand how the highest and best use decision drives the remainder of the appraisal process and how to stay consistent with highest and best use.
• Realize the need for consistency within and between the three approaches to value.
• Determine what constitutes functional and external obsolescence and how to maintain consistency with both in all three approaches.
• Complete a thorough, meaningful, and consistent reconciliation.

Questions? Need help enrolling? 

Email:  lisamayweiss@hotmail.com   Call: 856.415.0281

CLICK HERE FOR A DOWNLOADABLE PDF OF THE COMPLETE LIST OF UPCOMING EDUCATIONAL OFFERINGS & EVENTS.