Nov
14
Thu
2019
Late Fall Dinner Meeting/Seminar: Modern Technologies & the Commercial Appraisal Practice @ Adelphia Restaurant & Conference Center
Nov 14 @ 7:15 pm – 8:15 pm

** Registration begins at 3:30 pm **

4:00 – 6:00 pm         Seminar

6:00 – 6:20 pm         Networking/Open Bar

6:20 – 7:15 pm         Dinner/Chapter Meeting

7:15 pm:  SNJ Chapter of the AI Board of Directors Meeting (All are welcome!)

 

Modern Technologies & the Commercial Appraisal Practice: The goal of this class is to consider some of the dominant modern technologies that are shaping business industries and look at specifically how they are impacting the appraiser in the structure of the commercial appraisal office and in the development and delivery of the commercial appraisal report. Topics:

Show the 3 waves of historic technological developments over the last 50 years. Introduce 5 dominant Modern Technology Trends that are shaping the future. With Each Trend we will consider Big Picture, Commercial Appraisal in General, and how people are approaching the trend.

  1. The Cloud — Big Picture: What is the Cloud; Commercial Appraisal and the Cloud
  2. Cyber-Security – Big Picture: What is Cyber-Security; What are some of the Most Common Threats for Commercial Appraisers
  3. Big Data – Big Picture: What is Big Data; Commercial Appraisal and Big Data
  4. Specialized Software Replacing Spreadsheets – Big Picture: Fortune 500 Companies & Financial Service Firms leaving Excel; Commercial Appraisal and the End of Excel Dominance
  5. Mobility – Business is Mobile; Commercial Appraisal & Mobility

About the Presenter: Dennis M. Dull, MAI:  Dennis’ three decades of professional experience in real estate includes commercial valuation and consulting, sales representation, property management, construction, and most recently commercial appraisal software development. He is honored to be serving on the board of the Kansas City Chapter of the Appraisal Institute as the 2018 President & 2019 Past President. Dennis has also given executive leadership to non-profits on both the local and national level. His education includes a Bachelor’s degree in Finance and Real Estate from the University of Arkansas and a Master’s of Divinity from the Master’s Seminary in Sun Valley, CA.

Registration Fee: $30   

All educational offerings with the SNJ Chapter can be found on the chapter website:  www.ai-snj.org

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


 

Any & all cancellations are subject to an administrative fee.  No credit/refunds for cancellations made on or after November 8th.  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) and DE Bd of Real Estate Appraisers.  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.

Dec
9
Mon
2019
7-Hour National USPAP Update @ Adelphia Restaurant & Conference Center
Dec 9 @ 8:00 am – 3:30 pm

NOTE: An appraiser must successfully complete the 7-hour USPAP Update Course every two years to meet the USPAP CE requirement. Course price does not include a copy of the current USPAP edition, which is required for course credit (2020-2021 edition).    Attendees must bring their own copy of the current USPAP edition to class.  To purchase a copy, visit The Appraisal Foundation:  www.appraisalfoundation.org.   

 


 

Register for any class must be done 7 days prior; email lisamayweiss@hotmail.com or call 856-415-0281 for availability after.  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 clearly stated on your confirmation email. Directions to the facility will be emailed.  CE certificates will be available for you to download on the Appraisal Institute website within a week after the event, after completing the instructor evaluation.

ALL STUDENTS MUST BRING THEIR COURSE MATERIALS WITH THEM. ADDITIONAL MATERIALS WILL NOT BE AVAILABLE TO THOSE STUDENTS WHO HAVE NOT BROUGHT THEIR MATERIALS WITH THEM. When you register, either choose to download the materials or have them shipped directly to you.

All educational offerings with the SNJ Chapter can be found on the chapter website:  www.ai-snj.org

Registration Fee for USPAP:      $140 member / $155 non-member

(Remember, this fee does not include printed materials, nor does it include the 2020-21 edition of USPAP from the Appraisal Foundation.)

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

Dec
11
Wed
2019
NJ Appraiser Law, Regulations @ NJ Dept. Of Transportation, Training Room A
Dec 11 @ 8:15 am – 4:15 pm

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

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.

 

YOU MUST REGISTER FOR BOTH SESSIONS OF THE DAY:

 

Registration begins @ 8am, class starts @ 8:15am. Lunch is not included; a cafeteria is on site. Classes will be held in Training Room A.

APPROVED FOR NJ CE CREDITS!!!

 

To pay by check, click here to download mail-in registration form.

Questions? Email Lisamayweiss@hotmail.com, fax 856.415.1952 or call 856.415.0281

 

The 12/11 program was developed & 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. The content does not represent the viewpoint of the Appraisal Institute. 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 seminar is APPROVED for NJ CE credits.

We enforce attendance requirements mandated by state regulatory agencies; 100% attendance is mandatory. A $25 cancellation fee applies to all orders. No refunds for no-shows; no refunds for cancellations made within 7 days of the event. We reserve the right to cancel/reschedule class.  Directions will be emailed prior to class.

 

Apr
16
Thu
2020
CANCELLED: Joint Dinner Meeting: Appraisers & Assessors @ Adelphia Restaurant & Conference Center
Apr 16 @ 2:30 pm – 7:45 pm

Expert Testimony: Tips & Techniques for NJ Appraisers and Assessors

Sponsored by the Southern NJ Chapter of the Appraisal Institute

 

Schedule:

Registration begins at 2:30 pm

3:00 – 5:00 PM  Expert Testimony
Presented by Jeff Gradone, Esq. of the Archer Law Firm, Diane Hesley CTA, Camden County Tax Administrator & Linwood Tax Assessor, and Pamela Brodowski, MAI, ASA, CTA, of BRB Valuation & Consulting Services

5:00 – 6:45 PM Networking/ Dinner/Chapter Meeting

6:45– 7:45 PM A View from the Bench: Reviewing Tax Court Issues & Recent Cases
Presented by Judge Joseph M. Andresini, P.J.T.C.

7:45 PM: SNJ Chapter of the AI Board of Directors Meeting (All are welcome!)


Expert Testimony: Tips & Techniques for NJ Appraisers and Assessors: This seminar will provide guidance from an experienced property taxation attorney, an experienced MAI/CTA appraiser who is regularly engaged in Tax Court and County Board of Taxation hearings, and an experienced Tax Assessor who is also a County Tax Administrator. The seminar will focus on when to consider settling a case, when to proceed to Tax Court and when to negotiate a settlement. The other focus of the seminar will target common mistakes made by tax assessors and appraisers when providing expert testimony.

A View from the Bench: Judge Andresini will discuss tax court issues & recent cases from across the state. His insight and experience will be a great benefit to all.

Pamela J. Brodowski, MAI, ASA, CTA, is Principal of BRB Valuation & Consulting Services. She is a Certified General Appraiser in New Jersey and New York with approximately 30 years of professional experience with real estate appraisals. Ms. Brodowski has appeared as an expert witness before numerous New Jersey County Boards of Taxation, the State Tax Court of New Jersey, the Superior Court of New Jersey, and the Supreme Court of New York with major clients ranging from corporations, financial institutions/ law firms/ accounting firms, municipalities/courts, and state agencies/ courts/other jurisdictions.

Jeffrey M. Gradone is a Partner at Archer Law. He concentrates his practice in the areas of local property tax, redevelopment and condemnation. Jeff litigates complex property tax appeals in New Jersey, New York and Pennsylvania. He advises clients regarding property tax issues and liabilities, and pursues property tax exemptions, abatements, and other incentives for real estate development projects. Jeff also handles a variety of complex condemnation matters on behalf of property owners. Jeff has significant experience negotiating and obtaining tax exemptions and abatements for developers under New Jersey’s Long-Term Tax Exemption Law and Five-Year Exemption and Abatement Law. These programs provide for payments in lieu of taxes to help minimize property tax for new development and redevelopment projects, or to locate a project in a distressed or blighted area. Through these programs, Jeff assists clients in securing property tax exemptions, which would be in effect for a set period of time. Those clients have been able to make an annual payment that was much less than what their traditional tax would have been. Jeff’s clients have been able to save in real estate taxes, as well as increase the fair market value of their property. Following law school, Jeff clerked for Judge Harold A. Kuskin of the New Jersey Tax Court, where he worked on seminal cases involving taxation of heavy industrial facilities and issues related to long-term tax abatements.

Diane Hesley, CTA, is currently the Camden County Tax Administrator. She is the Immediate Past President of the Association of Municipal Assessors of New Jersey and is a member of the NJ Chapter of the International Association of Assessing Officers. She is the Part-time Assessor for the City of Linwood in Atlantic County. Diane is also an instructor for Rutgers University teaching property tax administration. She has been in the assessment, reassessment & valuation profession for over 30 years.

Joseph M. Andresini, P.J.T.C. took the oath of office as presiding judge on January 16, 2018. Judge Andresini began his time with the tax court in October 2009. Prior to that, he served as a Municipal Court Judge in the Borough of Haworth. He earned his Jurist Doctorate from Seton Hall School of Law in 1984.

Registration Fee: $40

Click here to register on-line. 

Dinner choices (Mark your preference when enrolling on-line):

  • Grilled Salmon with olive oil & lemon butter sauce
  • Ravioli in vodka blush sauce
  • Chicken Florentine

*** We will collect non-perishable food items to donate to local food banks.***

Bring your donations!!! Thanks for helping our communities!


Questions? Need help enrolling? Paying with a purchase order?

Email: lisamayweiss@hotmail.com  Call 856.415.0281

Any & all cancellations are subject to an administrative fee. No credit/refunds for cancellations made on or after April 9th. No credit/refunds for no-shows. Confirmations will be emailed. Three 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.

Jun
26
Fri
2020
Pennsylvania Appraisal Statutes, Regulations & Board Policies @ Via Zoom
Jun 26 @ 2:00 pm – 4:00 pm

Instructor: Mark Smeltzer, MAI, SRA, AI-RRS

  • Log in starts at 1:30pm
  • Class: 2-4 PM

This program is intended to review, inform and assist Real Estate Appraisers who practice in the state of Pennsylvania about the Real Estate Appraisers Certification Act, Chapter 36 of the Rules & Regulations, Act 48 Penalties Imposed Against Appraisers and Recently Completed State Disciplinary Actions.

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

Appraisal Institute Members: $45
Non-Members: $55

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.

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

 

Click here to download PDF for PA Appraisal Statues, Regulations & Board Policies and NJ Appraiser Law & Regulations.

Jun
30
Tue
2020
New Jersey Appraiser Law & Regulations @ Via Zoom
Jun 30 @ 8:30 am – 10:30 am

Presented by Mary Fox, MAI

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

  • 8:15 am – 8:30 am: LOGIN & ROLL CALL
  • 8:30 am: CLASS INSTRUCTION BEGINS

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.

  • Provide general information about the law and regulations –
  • Provide some information about national licensing
  • Understand how NJ State Appraisal Board works
  • Explore misunderstood areas of Laws and Regulations
  • Discuss commonly found errors and issues (appraisals)
  • Provide references sources and information for licensees

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.

  • the origin and history of the Real Estate Appraisers Act
  • the Board composition
  • scope of practice
  • mixed practice conflicts of interest
  • continuing education requirements and criteria duty to cooperate
  • temporary visiting certificates, trainee and supervisor requirements
  • appraisal reporting and common deficiencies and the complaint process
  • National Licensing stats, NJ testing and complaint stats, information including germane ASB and AQB issues.

 

Appraisal Institute Members: $45
Non-Members: $55

CLICK HERE TO REGISTER

Click here to download a PDF description.

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.


Questions? Need help enrolling?

Email: lisamayweiss@hotmail.com Call: 856.415.0281

Sep
29
Tue
2020
24th Annual September Symposium @ Via Zoom
Sep 29 @ 1:00 pm – Sep 30 @ 5:00 pm

This year’s September Symposium is being presented virtually via Zoom over two days.  Sign up for either segment or for both topics at a discount!

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

 


Smart Risk Management for Appraisers

Tuesday, September 29   1 pm – 5 pm  (4 CE hrs)

PRESENTER: Peter Christensen of Christensen Law Firm

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.  The primary learning objectives of the course are to provide practicing real estate appraisers with an ability to do the following:

  • Understand the key legal elements of a professional negligence claim and, based on that knowledge, identify the main liability risks in appraisal work.
  • Recognize the most common parties who file lawsuits against appraisers in relation to appraisals for lending.
  • Understand why and how the USPAP concepts of client/intended user and intended use relate to legal claims against appraisers.
  • Critically evaluate intended use and user language and develop intended use and user language that reduces liability risk.
  • Critically evaluate appraisal report forms for liability risks they may create.
  • Understand the most common problems in appraisals raised in claims.
  • How to make effective disclosures in appraisal reports.
  • Handle common liability threats and actual claims properly.
  • Understand the importance of the appraiser’s work file to liability prevention.
  • Know how the statute of limitations works for common claims against appraisers.
  • Spot and address key liability issues in new forms of appraisal work (“hybrid appraisals”).
  • Understand supervisor and trainee risk.
  • Understand how limited liability entities relate to individual professional liability.

An emphasis is placed on teaching students how to apply the lessons in their daily work.

 

Legal Issues for Non-Lending and Litigation Appraisal Assignments

Wednesday, September 30      2 pm – 5 pm  (3 CE hrs)

PRESENTER: Peter Christensen of Christensen Law Firm

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.

These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

The objectives of the seminar are to educate appraisers about:

  • The most common sources and causes of professional negligence lawsuits against appraisers in connection with non-lending appraisal assignments.
  • The unique liability risks imposed by certain non-lending work.
  • What appraisers can do to minimize liability risk for non-lending work (the emphasis is on better and clearer disclosure and using appropriate provisions in reports and engagement letters).
  • How to deal with common liability threat situations.
  • The role of professional liability insurance.

 

About Peter Christensen (Christensen Law Firm)

Mr. Christensen is the author of Risk Management for Real Estate Appraisers and Appraisal Firms published by the Appraisal Institute.   With respect to real estate valuation, his law practice experiences include:

  • Handling of liability threats, claims and litigation against appraisers, appraisal firms & AMCs.
  • Defense of state disciplinary complaints against appraisers and AMCs.
  • Providing legal counsel and risk management to appraisers, appraisal firms and AMCs in connection with professional liability, engagement agreements, vendor management, indemnification and employment matters.

He was previously General Counsel and Shareholder for LIA Administrators & Insurance Services. Mr. Christensen is a member of the California State Bar and Washington State Bar.

 


 

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. CE credits pending with NJ, PA, NY, DE & MD. (NJ Tax board credit reciprocity for appraisal credits.) For information on any additional state’s CE credit possibilities, please contact lisamayweiss@hotmail,com in advance.

Registration Fee: BOTH DAYS           $100 member/$110 non-member

CLICK HERE for a printable Symposium Flyer

CLICK HERE to register for TUESDAY ONLY

CLICK HERE to register for WEDNESDAY ONLY

September Symposium (TUESDAY ONLY) @ Via Zoom
Sep 29 @ 1:00 pm – 5:00 pm

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

 


 

Smart Risk Management for Appraisers

Tuesday, September 29   1 pm – 5 pm  (4 CE hrs)

PRESENTER: Peter Christensen of Christensen Law Firm

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.  The primary learning objectives of the course are to provide practicing real estate appraisers with an ability to do the following:

  • Understand the key legal elements of a professional negligence claim and, based on that knowledge, identify the main liability risks in appraisal work.
  • Recognize the most common parties who file lawsuits against appraisers in relation to appraisals for lending.
  • Understand why and how the USPAP concepts of client/intended user and intended use relate to legal claims against appraisers.
  • Critically evaluate intended use and user language and develop intended use and user language that reduces liability risk.
  • Critically evaluate appraisal report forms for liability risks they may create.
  • Understand the most common problems in appraisals raised in claims.
  • How to make effective disclosures in appraisal reports.
  • Handle common liability threats and actual claims properly.
  • Understand the importance of the appraiser’s work file to liability prevention.
  • Know how the statute of limitations works for common claims against appraisers.
  • Spot and address key liability issues in new forms of appraisal work (“hybrid appraisals”).
  • Understand supervisor and trainee risk.
  • Understand how limited liability entities relate to individual professional liability.

An emphasis is placed on teaching students how to apply the lessons in their daily work.

About Peter Christensen (Christensen Law Firm)

Mr. Christensen is the author of Risk Management for Real Estate Appraisers and Appraisal Firmspublished by the Appraisal Institute.   With respect to real estate valuation, his law practice experiences include:

  • Handling of liability threats, claims and litigation against appraisers, appraisal firms & AMCs.
  • Defense of state disciplinary complaints against appraisers and AMCs.
  • Providing legal counsel and risk management to appraisers, appraisal firms and AMCs in connection with professional liability, engagement agreements, vendor management, indemnification and employment matters.

He was previously General Counsel and Shareholder for LIA Administrators & Insurance Services. Mr. Christensen is a member of the California State Bar and Washington State Bar.

 


 

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. CE credits pending with NJ, PA, NY, DE & MD. (NJ Tax board credit reciprocity for appraisal credits.) For information on any additional state’s CE credit possibilities, please contact lisamayweiss@hotmail.com in advance.

Registration Fee: Tuesday only         $80 member/$90 non-member

CLICK HERE for printable Symposium Flyer

CLICK HERE to register for both Symposium dates at discounted rate

Sep
30
Wed
2020
September Symposium (WEDNESDAY ONLY) @ Via ZOOM
Sep 30 @ 2:00 pm – 5:00 pm

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


Legal Issues for Non-Lending and Litigation Appraisal Assignments

Wednesday, September 30      2 pm – 5 pm  (3 CE hrs)

PRESENTER: Peter Christensen of Christensen Law Firm

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.

These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

The objectives of the seminar are to educate appraisers about:

  • The most common sources and causes of professional negligence lawsuits against appraisers in connection with non-lending appraisal assignments.
  • The unique liability risks imposed by certain non-lending work.
  • What appraisers can do to minimize liability risk for non-lending work (the emphasis is on better and clearer disclosure and using appropriate provisions in reports and engagement letters).
  • How to deal with common liability threat situations.
  • The role of professional liability insurance.

 

About Peter Christensen (Christensen Law Firm)

Mr. Christensen is the author of Risk Management for Real Estate Appraisers and Appraisal Firms published by the Appraisal Institute.   With respect to real estate valuation, his law practice experiences include:

  • Handling of liability threats, claims and litigation against appraisers, appraisal firms & AMCs.
  • Defense of state disciplinary complaints against appraisers and AMCs.
  • Providing legal counsel and risk management to appraisers, appraisal firms and AMCs in connection with professional liability, engagement agreements, vendor management, indemnification and employment matters.

He was previously General Counsel and Shareholder for LIA Administrators & Insurance Services. Mr. Christensen is a member of the California State Bar and Washington State Bar.

 


 

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. CE credits pending with NJ, PA, NY, DE & MD. (NJ Tax board credit reciprocity for appraisal credits.) For information on any additional state’s CE credit possibilities, please contact lisamayweiss@hotmail,com in advance.

Registration Fee:         $65 member/$75 non-member

CLICK HERE for printable Symposium Flyer

CLICK HERE to register for both Symposium dates at discounted rate

Oct
30
Fri
2020
Rapid Response: Market Analysis in Volatile Markets @ Via Zoom
Oct 30 @ 8:15 am – 4:30 pm

7 CE hrs

Instructor: Edward T. Molinari, SRA, AI-RRS

  • 8:15 am – 8:30 am: LOGIN & ROLL CALL
  • 8:30 am: CLASS INSTRUCTION BEGINS
  • 12:00 pm – 12:30 pm: LUNCH

This year, COVID-19 has had significant impacts on the economy. Businesses have either cut back or temporarily closed, employees have been laid off, businesses are filing for bankruptcy, employees are working remotely, commercial activities, real estate and other non-residential activities are making plans for a recession. While the housing market is still strong, that could change overnight. The market is too dynamic now to rely on monthly, quarterly, or annual sales reports to support opinions on market health. This seminar will show you how to locate contemporary data for your clients and will show you how to rapidly and accurately read and report on market changes.

SEMINAR OBJECTIVES:

  • Discover why market value appraisals should include a market analysis.
  • Learn how to quickly extract, compile, analyze, and present data so that the intended user can understand it.
  • Learn how to be consistent with all parts of the report.
  • Recognize the terms appraisers commonly use in market analysis reports.
  • Understand why market in the term “market value” is required.
  • Recognize the concepts that will help differentiate between a neighborhood and a market.
  • Identify the pros and cons of various tools used by residential appraisers for market analysis.
  • Become familiar with statistical tools to support opinions of market supply & demand; highest & best use.
  • Become familiar with local, statewide, regional & national databases that will help you analyze supply &demand.

This seminar is being presented virtually via Zoom.  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. 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 the chapter with questions regarding participation guidelines: lisamayweiss@hotmail.com

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IMPORTANT NOTE:  When you register, either choose to download the materials or have them shipped directly to you.

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.

CLICK HERE TO DOWNLOAD A PDF REGISTRATION FORM