Course Listings

 

Dec
2
Fri
2022
Complex Valuation (7 CE hours) @ Adelphia Restaurant (Ballroom)
Dec 2 @ 8:00 am – 4:30 pm
  • 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:

Real Estate Economics
Traditional Appraisal Approaches Real Estate Damage Approaches
Cost Approach Cost Effects
Income Approach Use Effects
Sales Comparison Approach Risk Effects

 

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.


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 are any issues at least one week before class.  (All other seminars listed have no materials; anything will be distributed on site.)

Any & all cancellations are subject to an admin fee.  No credit/refunds for cancellations made on or after 10 days prior to class.  No credit/refunds for no-shows.  Our cancellation policy is stated on the registration portal.

Questions? Need help enrolling? 

Email:  lisamayweiss@hotmail.com   Call: 856.415.0281

 

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

Dec
6
Tue
2022
Annual Installation of Officers Dinner Meeting @ Terra Nova Restaurant
Dec 6 @ 5:00 pm – 8:00 pm

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 29th.  No refunds after 11/29.  

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

Click here to download a printable PDF for this meeting.

Feb
3
Fri
2023
Business Practices and Ethics (6 CE hours) @ Via Zoom
Feb 3 @ 8:15 am – 2:30 pm
  • 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

 


 

When you register, either choose to download the materials or have them shipped directly to you.  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 are any issues at least one week before class.

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

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

 

For a downloadable PDF of current educational offerings, click here.

Apr
3
Mon
2023
Inconsistency: It’s Hiding in Plain Sight in Your Residential Appraisal – Non-lender Examples – Next Level Analysis (7 CE hours ) @ Rutgers EcoComplex
Apr 3 @ 8:15 am – 3:30 pm

Discounted price if registered by 3/1

  • Check in begins at 8:15 M
  • Class starts at 8:30 AM      
  • Includes light breakfast and lunch         
  • Instructor: Rick Carlile, MAI, SRA (seminar developer)

NEW SEMINAR!!!  Sometimes inconsistency in data, analysis, and reporting escapes even the most seasoned appraiser. This can have a major impact on the credibility of the value opinion in the appraisal report and on your credibility as an appraiser. This seminar focuses on significant inconsistencies that can affect categories like the definition of market value, market analysis and highest and best use, the three approaches, functional and external obsolescence, and reconciliation. Broad discussions about the entire appraisal process, topics you may not have given much thought about recently, will be lively, intense, and eye-opening. Every residential appraiser will find this seminar beneficial. If you are a residential appraiser who wants to expand your practice to non-lender work or you are already doing non-lender work, this seminar will take your analytical abilities to the next level! Objectives:

  • Recognize inconsistencies with the definition of market value & the need to stay consistent with the type of value opinion developed.
  • Understand how market analysis supports the highest and best use decision, which drives the remainder of the appraisal process, and how to stay consistent with the highest and best use.
  • Realize the need for consistency within and between the three approaches to value.
  • Determine what constitutes functional & external obsolescence & how to maintain consistency with both in all 3 approaches.
  • Complete a thorough, meaningful, and consistent reconciliation.

When you register, either choose to download the materials or have them shipped directly to you.  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 are any issues at least one week before class.

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

Questions?

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

For a downloadable PDF of current educational offerings, click here.

May
19
Fri
2023
7 Hour Nat’l USPAP Update @ Via Zoom
May 19 @ 8:15 am – 3:30 pm
  • Check in begins at 8:15 AM
  • Class starts at 8:30 AM             
  • Instructor: Brian Flynn, MAI, AI-GRS

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

 


 

When you register, either choose to download the materials or have them shipped directly to you.  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 are any issues at least one week before class.

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

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.

Questions?

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

 

For a downloadable PDF of current educational offerings, click here.

For Details and any Questions:
Contact: LisaAnn Weiss, Executive Director at lisamayweiss@hotmail.com or Phone 856-415-0281

 

Course/Seminar Fees Payable with Check, Credit Card or Purchase Order:
Contact the Southern New Jersey Chapter at lisamayweiss@hotmail.com for details, locations and fee schedule