Calendar

• Check in begins at 8:15am
• Class starts at 8:30am   
• 30 minute lunch from 12 to 12:30
• Instructor: Stephen D. Roach, MAI, SRA, AI-GRS  

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.

Cancellation Policy

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.

Additional Information

Make sure you have downloaded class materials PRIOR to class.
If you order (and ship) printed materials to you, make sure they arrive 1 week prior to class. Contact the national office if there is any issues at least one week prior to class.

VERIFY YOUR INDIVIDUAL STATE’S CE APPROVAL FOR VIRTUAL EDUCATION! 

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

CLICK HERE FOR A DOWNLOADABLE FLYER OF THE LATEST EDUCATIONAL OFFERINGS.

When registering, choose your dinner:

• Grilled Salmon,
• Chicken Marsala,
• Ravioli in Vodka Blush Sauce

(Appetizers and bar included.)

• Instructor: Mary Fox, MAI
• Check in begins at 3:45pm
• Seminar from 4-6pm, followed by dinner and chapter meeting

MANDATORY CLASS FOR NJ APPRAISERS ONCE A RENEWAL CYCLE

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.

When registering, choose your dinner:

• Grilled Salmon,
• Chicken Marsala,
• Ravioli in Vodka Blush Sauce

(Appetizers and bar included.)

CLICK HERE FOR A DOWNLOADABLE FLYER OF THE LATEST EDUCATIONAL OFFERINGS.

• Instructor: Susanne Curran, MAI, AI-GRS
• Check in begins at 8:15 AM
• Class starts at 8:30 AM       
• Test on the end of the 4^th day               
• THIS CLASS IS BEING HELD IN PERSON!     
• Click here for directions to Rutgers Eco-Complex Conference Center

Valuation of Conservation Easements is an advanced course designed for the appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.

Over 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, homework assignments, and case-law analysis. Objectives:

• Recognize the methodologies and techniques commonly used in valuing conservation easements.
• Grasp state, federal, and IRS regulations and requirements relating to conservation easements.
• Identify the range of assignments that are common in valuing conservation easements.
• Develop an effective scope of work for a conservation easement valuation assignment and apply concepts of highest and best use analysis to that assignment.
• Apply a range of techniques to effectively carry out a conservation easement valuation.
• Identify the unique issues that may apply to conservation easements and complete the assignment(s) in accordance with the various state and federal agency requirements.

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

This course is approved for GBCI CE Hours by the USGBC.

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

EDUCATION CREDIT: This course is approved in most states for continuing education credit. To verify, visit https://ai.appraisalinstitute.org/eweb/DynamicPage.aspx?webcode=AIStateApprovalByCourse&cecKey=56D27D8B-8361-459B-85B7-0E49395970D2&courseType=classroom

• Check in begins at 8:15am
• Class starts at 8:30am            
• Instructor: Mark Smeltzer, MAI, SRA, AI-GRS, AI-RRS
• 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

Questions? Paying with a purchase order?

Email: Lisa Weiss at lisamayweiss@hotmail.com Call: 856.415.0281

CLICK HERE FOR A DOWNLOADABLE FLYER OF THE LATEST EDUCATIONAL OFFERINGS.

• Check in begins at 8:00am
• Seminar from 8:30am-4:30pm. (Includes continental breakfast and buffet lunch).        
• Instructors: Randall Bell, PhD, MAI and Michael Tachovsky, PhD

Complex Valuation is a new seminar developed to give appraisers the skills to value both detrimental and beneficial conditions. The field of “complex valuation” involves the real estate characteristics that are “atypical.” (Federal Regulations Part 34.42.).

Many, if not most, valuation assignments involve a straightforward application of the cost, income and sales comparison approaches to value. However, frequently complex issues arise that involve either beneficial or detrimental conditions that can influence the value of real estate. For example, beneficial conditions might result in an increase in value, such as discovering minerals or oil on grazing land. Detrimental conditions could result in a diminution in value, such as natural disasters or environmental contamination.

As real estate appraisers, understanding these complexities helps in developing a credible opinion of value in these types of assignments. Although many complex issues are addressed throughout appraisal literature and coursework, they are not presented as a single framework. The purpose of the Complex Valuation course is to provide real estate appraisers with a comprehensive understanding of the topic and focus on these various property conditions and the valuation methodologies to address them. Instructors present with a comprehensive PowerPoint presentation.

DESCRIPTION: The Complex Valuation Exhibits serves as a course outline, where case studies will be presented to compare and contrast each of the 10 categories, as well as present practical methods to address the different complex valuation issues. This framework is an extension of the ten categories found within the Appraisal Institute’s Real Estate Damages text, which has been utilized for over 30 years.

Furthermore, to address the array of complex issues, real estate appraisers are trained to use a variety of approaches and methodologies. The approaches include the three traditional approaches to value and the real estate damage approaches:

Within the different approaches to value, real estate appraisers can utilize a variety of techniques such as regression, paired sales, sale/resale, literature reviews, case studies, loss of use, project delay, and so forth. This course will present a general overview of the different techniques, including examples utilized in different complex valuation situations, and facilitate discussion.

Many class action lawsuits seek to address these complex valuation issues across numerous properties. The real estate appraisal profession plays an essential role in these lawsuits, as USPAP sets forth Standards 5 and 6, to address mass appraisal assignments. We will give a general overview of the different mass appraisal techniques an appraiser can consider and how these techniques can be utilized in mass-complex valuation assignments.

Questions? Need help enrolling? 

Email:  lisamayweiss@hotmail.com   Call: 856.415.0281

CLICK HERE FOR A DOWNLOADABLE FLYER OF THE LATEST EDUCATIONAL OFFERINGS.

The Southern New Jersey Chapter of the Appraisal Institute invites you to attend the
most festive & informative gathering of the year!
We welcome & encourage spouses/guests to attend!

• 5–6 pm:  Cocktail Hour (appetizers and wine service; cash bar)
• 6–7 pm:  Dinner (with wine service)
• 7–8 pm:  Keynote Speaker & Installation of Officers and Directors

President:  Rob Klein, MAI, AI-GRS

Vice President:  Sherrie Lisa Galderisi, SRA, AI-RRS

Treasurer: Maria Nucci, SRA, AI-RRS

Secretary: Meghan Payne, MAI

Directors: 

• • • Steve Bartelt, MAI, SRA, AI-GRS
    • Josh Garretson, MAI, AI-GRS, AI-RRS
    • Lee Ann Kampf, MAI
    • Jerry McHale, MAI
    • Kathy Turley
    • Errett Vielehr, MAI

Past President: Joseph Heenan, MAI, SRA

Keynote Speaker: Craig Steinley, MAI, SRA, AI-GRS, AI-RRS, 2023 National President of the Appraisal Institute

Dinner choices:

• Penne Alla Vodka
• Chicken Marsala with a wild mushroom reduction
• Grilled Tilapia with mascarpone and vegetable risotto

(All dinners served with Caesar salad and vanilla bean ice cream with flambéed strawberries)

Register online with your dinner choice! Or mail $50 per person, dinner choice & email address to:
SNJAI, 43 Crescent Hollow Drive, Sewell, New Jersey 08080

Dinner reservations must be made by November 29^th.  No refunds after 11/29.  

Questions? Call Lisa May Weiss at 856-415-0281

Click here to download a printable PDF for this meeting.

• Check in begins at 8:15 AM
• Class starts at 8:30 AM
• 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.  The content emphasizes:

• Business practices issues, such as how to respond to seemingly unreasonable requests, how to address client pressure, and how to approach a complex assignment
• Which standards apply to Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates, and when they apply
• The key principles of the Standards of Valuation Practice
• How to identify and avoid behavior that violates the Standards of Valuation Practice
• The correct way to use the Appraisal Institute designations, emblems, and logo
• Understanding of the Appraisal Institute enforcement process

NOTE: This course is on Zoom.  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 TO DOWNLOAD A PDF FLYER OF ALL UPCOMING PROGRAMS.

• Check in begins at 3:45 pm
• 4:00 pm – 6:00 pm: Tri-State Industry Update (2 CE Hours)
• 6:00 pm – 7:00 pm:  Chapter meetings and Happy Hour  
• Your registration fee includes one drink ticket. We will also have subs, soft pretzels and other snacks that go perfectly with whichever beer you choose  

Our presenters include:

• David Doe (Owner, Bonesaw Brewing Company) Ok, let’s open a brewery! Not so fast. How do we do that? Find out from Mr. Doe how Bonesaw came to be one of the premier breweries in New Jersey. From business issues, financing, building logistics and to getting state approvals…throw in some hops and hear how it all happened! 
• Joseph Campbell (Rowan University Vice President for Facilities & Operations) From the Edelman Fossil Park and Museum to the new medical school and Discovery Hall, a lot is happening at Rowan University — the growth is incredible! Find out from Mr. Campbell what has been happening lately, and what more is in store for the University.
• Carlo Batts, MAI (Rittenhouse Appraisals, Philadelphia Home Appraisal Bias Task Force)  Mr. Batts will speak on trends and issues affecting the Philadelphia housing and commercial property industry. He will also give us an update on activities with the Philadelphia Home Appraisal Bias Task Force. 
• Adam Ksebe (Process Realtor) Mr. Ksebe is an expert on Delaware real estate, and is the perfect addition to our panel to give us a “State of Delaware Real Estate” report. He will give an overview of current real estate situations from Rehoboth Beach to Bethany Beach to Fenwick Island! 

 For more on Bonesaw, visit bonesawbrewing.com.

Cancellation Policy

Any & all cancellations are subject to a $10 administrative fee. No credit/refunds for cancellations made 7 days prior to the event. No credit/refunds for no-shows.

Disclaimer Information

Confirmations will be emailed. No discounts for only attending the seminar – it’s a complete event. Two hours of continuing education credits are PENDING with NJ Board of RE Appraisers (NJ Div of Taxation (appraisal credits) reciprocal credits); and the PA and Delaware Boards of RE Appraisers. 100% seminar/speaker attendance required to receive CE credits, as per State & AQB criteria.

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.

Questions? Paying with a purchase order?

Email: lisamayweiss@hotmail.com Call: 856.415.0281 

Click here for a downloadable PDF of this program.

Discounted price if registered by 3/1