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The Appraiser as an Expert Witness: Preparation & Testimony

    Date: June 24 - 25, 2013   Location: San Diego, CA
 
  Course    
Category  Other [Oth]  
Level  III  
Attendance Hours  15.0  
Exam Hours  1.0  
Current Price  $ 385.00 AI
$ 435.00 Full
Note
Please register early  		After Jun 09, 2013
$ 50.00 Late Fee
 
  Instructor    
Stephen D. Roach, MAI, SRA  
    
 
  Location    
Name  National University  
Address  9388 Lightwave Avenue  
City  San Diego  
State  CA  
Zip  92123  
Phone  (858) 541-7727  
 
Click Here to check state approvals
     
 
  Sponsor / Contact    
Chapter  San Diego
Website  www.aisandiego.org  
Contact Name  Patti Kreutzer  
Email  patti@sdcai.org  
Phone  (858) 292-7324  
 
  Description    
This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

Upon completion of the course, participants should be able to:

  • Describe the general process of a lawsuit involving real property valuation
  • Understand the mechanics and strategies of a deposition and direct testimony
  • Understand the requirements to successfully communicate and defend an opinion of value in a courtroom setting
Recommended Text

Real Estate Valuation in Litigation, 2nd ed.

Applications in Litigation Valuation: A Pragmatist’s Guide


 

Note. This course is in the Litigation Professional Development Program. For more information, click here.



Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
    •  
      Audience    
    Experienced residential and general appraisers interested in exploring litigation valuation as a specialty, real estate professionals, users of appraisal services, attorneys
     
      Equipment    
    • HP12C calculator
  • You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.
  • Free Review—Using a Financial Calculator; Symbols and Formulas, Capitalization Selection Tree, and Sample Problems; and Financial Calculator Practice Exercises
  • For additional help with the HP12C calculator, take our online seminar, Using Your HP12C Financial Calculator.
     
      Prerequisites    
    Successful completion of Basic Appraisal Principles and Basic Appraisal Procedures or equivalent courses is required.

    Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.
     
      For Further Reading    
    •  The Appraiser as an Expert Witness: Preparation & Testimony  
    •  Real Estate Valuation in Litigation, 2nd ed.  
     
      Disclaimer    
    Cancellation Policy
    • Up To 15 days prior to program start date, $50.00 cancellation fee.
    • 2 - 14 days prior to program start date, $165.00 cancellation fee.
    • Less than 2 days prior to program start date, forfeit of payment.
    		       Program Material Policy

    Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, you will automatically be charged a $25.00 fee and you may keep the material. Once the fee is charged, your refund will be processed. Material returns are no longer accepted. Contact the offering sponsor for more information.
    • Cancel Offering, $25.00 material fee.
    ENROLLMENT
    Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The San Diego Chapter reserves the rights to cancel, limit, or reschedule any event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration with the Chapter office before making any non-refundable airline reservations. Transfers are not allowed.

    ATTENDANCE
    The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of some seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

    PREREQUISITES
    Some offerings have prerequisites. Be sure to read the course or seminar description to find out if there are any prerequisites for this offering.

    REQUIRED TEXTBOOKS
    Some offerings have required textbooks. Be sure to read the course or seminar description to find out if there are any required textbooks for this offering. There will not be any textbooks for purchase at the class. Students must purchase any required textbooks prior to the start date of the offering.

    REQUIRED EQUIPMENT
    Some offerings require each student to bring a laptop and/or other equipment. Be sure to read the course or seminar description to determine if any equipment is required. Students are responsible for safeguarding their equipment and personal belongings at all times. The Appraisal Institute, the San Diego Chapter, the course or seminar Instructor, or the facility will not be responsible for any loss of students’ personal belongings.

    CLASS MATERIALS TO DOWNLOAD
    Some offerings are now available with downloadable materials. If a student opted to download materials instead of having materials direct shipped, the student will be required to bring the materials to class on a laptop. All students must have their own set of the materials to receive any credit for the class. Extra copies of materials will not be available at the class.

    ADA COMPLIANCE
    It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If any student needs accommodations to participate because of a disability, please notify the Chapter office in writing at least two weeks in advance of the program and reasonable accommodations will be arranged. Without two weeks’ notice, accommodation may not be available.

    COMPLETION CERTIFICATES
    For scannable exams, written notification of results will be sent via email to the examinee approximately 15 business days from the date of receipt of the exams at the national office. Certificates of completion for continuing education will be distributed at the conclusion of the class. Express Grading for scannable exams is available. For more information about Express Grading, contact the Appraisal Institute National office at (312) 335-4207.


    Program materials can be downloaded by the student or can be shipped directly to the student. If you choose to have the material shipped and do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.
     
      Additional Information    
    TIME: May 23: Check in 7:30 am / Course 8:00 am to 5:00 pm
    May 24: Course 8:00 am to 4:00 pm / Exam 4:00 pm to 5:00 pm

    COURSE MATERIALS: If they were shipped to you directly, make sure you bring them with you to class each day. Additional course materials will not be available at the class.

    CERTIFICATES OF COMPLETION will be e-mailed within fifteen (15) business days after the completion of the course.


    •  Hotel and Venue Information  

    •  Course Flyer