Chuck G. Dannis, MAI, SRA, senior managing director, National Valuation Consultants, Inc.
Chuck Dannis, MAI, SRA, is the senior managing director at National Valuation Consultants where he oversees the Dallas office of the firm, which is one of the countryís largest privately held real estate appraisal and consulting outfits. He also is chairman of TIER REIT, a publically traded office real estate investment trust valued at more than $2.5 billion.
Dannis has held several roles within the Appraisal Institute, the National Council of Real Estate Investment Fiduciaries and various government agencies. He also hosted the ìReal Estate Hourî radio show for more than 15 years, and authored articles for several real estate publications. He has taught real estate at Southern Methodist Universityís Cox School of Business since 1988. Dannis holds a B.B.A †from Southern Methodist University and has had graduate studies in finance and real estate.
P. Barton DeLacy, MAI, AI-GRS, CRE, principal, DeLacy Consulting, LLC
Barton DeLacy, MAI, AI-GRS, principal at Chicagoís DeLacy Consulting, LLC, has more than 35 yearsí valuation advisory experience involving many property types. He currently is focused on the real estate implications of renewable power generation, and his firm specializes in valuation counsel, litigation support and green-energy valuation.
DeLacy has prepared wind farm market studies for the U.S. Forest Service and for the state of Arizona, heís built valuation models and studied property value impacts for wind and thermal plants and prepared testimony for federal and state energy siting councils. He has been published in the Appraisal Instituteís The Appraisal Journal, as well as in Real Estate Issues and The Journal of the Center for Real Estate Studies. DeLacy holds a B.A. from Willamette University and an MUP from Portland State University.
George Dell, MAI, SRA, ASA, CDEI, CEO, Valuemetrics, Inc.
George Dell, MAI, SRA, is chief executive officer of Valuemetrics in San Diego. He has been writing and teaching technology-enabled appraisal methods for more than 15 years.
Dell has contributed to AI on the chapter, regional and national levels, including terms on the AI Board of Directors and on numerous committees, including curriculum, technology, conferences and chair of the admissions project committee. He serves on the editorial board for The Appraisal Journal and its statistics workgroup. In 2011, he received the TAJís Outstanding Service Award; in 2010 he won the AI Presidentís Award for his manuscript, Auditability of Valuation: A Professional Solution to World Needs.
He is a member of the American Statistical Association, and currently is completing a specialization certificate in data science from Johns Hopkins University.
Chuck DeVore, vice president of policy, Texas Public Policy Foundation
Chuck DeVore is the vice president of policy at the Texas Public Policy Foundation and a Claremont Institute Lincoln Fellow. He also is a former California state assemblyman where he served in the California State Assembly from 2004-10 and was vice chairman of the Assembly Committee on Revenue and Taxation. In 2010, he ran for the Republican nomination for the U.S. Senate.
Prior to holding public office, DeVore worked in the aerospace industry for 13 years. He also served as a Reagan White House appointee in the Pentagon from 1986-88 and is a lieutenant colonel in the U.S. Army (retired) Reserve.
Scott W. DiBiasio, manager of state and industry affairs, Appraisal Institute
Scott DiBiasio is the manager of state and industry affairs for the Appraisal Institute. Based in AIís Washington office, DiBlasio is responsible for tracking state legislative and regulatory issues affecting the real estate appraisal profession across the country. He also is responsible for tracking and helping to influence state legislative proposals regarding background checks, appraisal review licensing requirements and alternate valuation standards. Additionally, he assists AIís 89 chapters in developing and executing state government affairs programs.
DiBlasio has more than 16 years of state government affairs experience and has successfully lobbied state legislative and regulatory bodies in more than 25 states on behalf of multiple clients. He received his B.A. in political science from The American University.
Lamar H. Ellis III, MAI, SRA, president, Aerial Real Estate Solutions, LLC
Lamar Ellis, MAI, SRA, is the president of Aerial Real Estate Solutions, LLC, an Atlanta-based residential and commercial real estate firm that offers appraisal services, consultation and seminars on the Unmanned Aerial Vehicles and Systems industry.
Ellis, who has 25 years of appraisal experience, also is the president of Drone NOIR, LLC, which provides news, opinions, information and reviews on the commercial drone industry.
Derek Ezovski, president, Outsourced Risk Management Solutions
Derek Ezovski is the president of Outsourced Risk Management Solutions, a West Hartford, Connecticut-based firm that helps financial and real estate firms manage their property and environmental due diligence risks.
He also is an advisor to the U.S. Small Business Administration, helping to improve the due diligence process for SBA loans. He maintains relationships with regulators and government officials responsible for the development and implementation of environmental due diligence policies. Ezovski is the author of several articles on environmental due diligence and other property risk management topics, and contributed to the development of desktop environmental products designed to simplifying the due diligence process.
Stephen F. Fanning, MAI, CRE, AICP, SGA, principal, Fanning & Associates
Stephen Fanning MAI, is the owner of Fanning & Associates, a consulting firm in Denton, Texas, that specializes in market\marketability, highest and best use and valuation studies. He also has extensive public and private experience in the fields of urban planning and community development.
Fanning is the author of the book, Market Analysis for Real Estate ó Concepts and Applications in Valuation and Highest & Best Use ó 2nd edition for the Appraisal Institute. He also has written AI courses and seminars on the topic of highest and best use and market analysis. He received the Appraisal Instituteís Presidentís Award in 2011, in recognition of his outstanding service to the organization.
Brad Froelich, chief appraiser, USRES
Brad Froelich is the chief appraiser for Lake Forest, California.-based valuation services and technology firm USRES, and its wholly owned subsidiary, RES.NET. Froelich has been a state-certified appraiser since 1993, and has worked exclusively within the finance industry for more than 30 years as a residential appraiser, auditor, senior reviewer and chief appraiser.
He oversees all aspects of USRES's valuation products, appraisals, broker price opinions and reconciliation market valuation reviews and audits. Additionally, he oversees appraisal management companies and third-party compliance, reconciliation policy and all escalated valuation-related discrepancies.
Froelich is an author, having contributed editorial pieces to various industry publications; in 2008 he served on the editorial advisory board for DS News, a publication for the servicing industry. He also is a regular panelist and speaker at default and REO valuation seminars.
William E. Garber Jr., director of government and external relations, Appraisal Institute
Bill Garber is the director of government and external relations for the Appraisal Institute, where he serves as head of AIís Washington operations. As director, he represents the interests of AI professionals before Congress and federal agencies, and provides outreach to aligned real estate organizations.
Garber has expertise in a range of real estate issues, including residential and commercial valuation and finance, economic development and land use, conservation and historic preservation issues, valuation for financial reporting, securitization, and real estate asset management. He serves as the liaison to AIís Government Relations Committee and Client Advisory Board, and as treasurer of the Appraisal Institute Political Action Committee. He is a frequent speaker before government agencies and industry organizations. Garber has 20 yearsí association lobbying and management experience in the real estate and economic development professions. He has a bachelorís in political science from Oregon State University.
Suzy Gardner, senior examination specialist, Federal Deposit Insurance Corporation
Suzy Gardner has been with the FDIC for over 28 years. Since 2006, she has covered a wide variety of interagency policy issues such as interagency guidance on nontraditional mortgage loans in 2006, subprime mortgage lending and loan modifications in 2007, appraisals and evaluations for real estate loans in 2008 and 2010, prudent CRE loan workouts in 2009, small business lending and correspondent concentration risks in 2010, credit risk retention in 2011, and higher-priced mortgage loans in 2012 and 2013.† Gardner is a certified fraud examiner and served as the FDIC representative on the Appraisal Subcommittee for five years. She has received several awards, including the FDIC Chairmanís Excellence Award in 2007 and 2008. Gardner graduated with honor from the University of Nebraska and the Graduate School of Banking.†
Glenn Garoon, MAI, CCIM, owner, Glenn Garoon Real Estate
Glenn Garoon, MAI, owner of Glenn Garoon Real Estate in Fort Worth, Texas, has been involved in the real estate valuation profession for 39 years. He served on the Appraisal Instituteís Government Relations Committee from 2009-14, and held numerous leadership positions in AIís Central Texas Chapter and Region VIII. He also served as president, vice president and secretary of the Foundation Appraisers Coalition of Texas, and served on The Appraisal Foundationís Board of Trustees from 2005-07. He is a member of the Certified Commercial Investment Institute.†† Garoon has been a real estate and finance course lecturer at the University of Texas at Arlington and an adjunct professor at the M.J. Neely School of Business at Texas Christian University. He holds a B.A. in history from the University of Illinois at Urbana-Champaign and a MBA from the University of Texas at Arlington
Charles Gibbons, MAURP, GIS Analyst, Urban Economics, Inc.
Charles Gibbons is a GIS Analyst at Urban Economics, where he is responsible for geospatial analysis, GIS implementation and user training.
He has a B.S. in geography and a M.A. in urban and regional planning from the University of Florida.
John Gustavson, CMA, certified minerals appraiser, principal, Mineral Appraiser LLC
John Gustavson, principal at Mineral Appraiser in Boulder, Colorado, is a minerals appraiser who consults in the areas of oil and gas, gold and base metals, uranium, industrial minerals (including evaporites and sand and gravel) and geothermal energy. His core competency is geology as applied to mineral resources with support from engineering, economics and valuation.
He co-founded the American Institute of Minerals Appraisers in 1991, and has presented widely on compliance with Uniform Standard of Professional Appraisal Practice when appraising minerals, and has provided expert testimony in Approximately 20 cases, some for and some against government entities. He holds a masterís in geology and in chemical engineering.
Timothy J. Hansen, RPRA, chief appraiser, U.S. Department of the Interior, Office of Valuation Services
Tim Hansen is the chief appraiser for the U.S. Department of the Interiorís Office of Valuation Services, stationed in Lakewood, Colorado. His responsibilities include quality assurance of internal and external programs, development and conduct of training and policy research and development.
He currently serves as one of two DOI representatives to The Appraisal Foundation Advisory Committee, and sits on the board of directors for the Colorado Chapter of the American Society of Farm Managers and Rural Appraisers and on the board of directors of the Colorado Coalition of Appraisers. He served in the Army National Guard of Nebraska, Wyoming and Colorado at various times for more than 10 years. Hansen holds B.S. and M.P.A. degrees from the University of Wyoming.
Craig Harrington, SRA, AI-RRS, president, C. M. Harrington & Associates
Craig Harrington, SRA, AI-RRS, president of C. M. Harrington & Associates in Chanhassen, Minnesota, has been an appraiser for 40 years. He has been an appraisal course developer and instructor for more than 14 years and has taught in 40 states. He is a certified instructor of the Uniform Standards of Professional Appraisal Practice, and helped develop The Appraisal Foundationís seven- and 15-Hour national USPAP courses; currently he is developing the Appraisal Instituteís Equivalent online versions of the two USPAP courses. He is the principal developer of and content expert for AIís 30-hour courses: Basic Appraisal Principles and Basic Appraisal Procedures; he co-developed AIís review curriculum of Review Theory and Review Case Studies, the required courses for the AI-RRS and AI-GRS review designations. Harrington is chair of AIís Education Committee, and serves on the Strategic Planning Committee.
Dustin Harris, The Appraiser Coach
Dustin Harris is a self-employed residential real estate appraiser, having performed valuation assignments for nearly two decades. He is the owner and president of Appraisal Precision and Consulting Group, and is an author, speaker, consultant and technology geek who has produced numerous online training videos.
Harris also owns and operates The Appraiser Coach, where he personally advises and mentors other appraisers. His free podcast can be listened to on iTunes and Stitcher Radio.
C.R. Herro, Ph.D., vice president , environmental affairs, Meritage Homes
C.R. Herro is vice president of environmental affairs for Meritage Homes, a national home builder based in Scottsdale, Arizona. In the last three years, Meritage received Builder of the Year and Energy Value Housing awards from the National Association of Home Builders, and the ENERGY STAR Partner of the Year ó Sustained Excellence Award from the U.S. Environmental Protection Agency.
Herro serves as president of the board of directors for the Energy & Environmental Building Alliance, the RESNet Standards Development Committee, the board of directors for the Green Chamber of Commerce, the Technical Committee for the Leading Builders of America and the Ibacos Best Practice Research Alliance. He earned a B.S. in physical and life science from Arizona State University, a masterís in environmental science from Governors State, and a Ph.D. in environmental engineering from Illinois Institute of Technology.
Laurence A. Hirsh, MAI, SGA, CRE, FRICS, president, Golf Property Analysts
Larry Hirsh, MAI, SRA, is president of Philadelphia-based Golf Property Analysts. He also is a founder and the first president of the Society of Golf Appraisers.
He has performed consulting, brokerage and appraisal assignments on more than 2,500 golf, club and recreational properties nationwide, and previously has authored articles on golf and club property valuation for The Appraisal Journal, The Journal of Property Tax Assessment & Administration and Real Estate Issues. He has co-authored the book Residential Golf Community Development for the Urban Land Institute.
Hirsh has developed a golf course and brokered more than $100 million in golf course and club properties.
He holds a bachelorís degree from The Pennsylvania State University.
Michael Hobbs, SRA, RAA, LEED GA, president, PahRoo Appraisal & Consultancy
Michael Hobbs, SRA, is the president of PahRoo Appraisal & Consultancy, a Chicago-based real estate appraisal and consulting firm.
He is a state-certified real estate appraiser in Illinois, and has provided expert testimony in various local, state and federal courts. He also is a LEED Green Associate, an accreditation of the United States Green Building Council, and holds the RAA designation from the National Association of Realtors.
He frequently writes and speaks on the topics of real estate appraisal and valuation and entrepreneurship. He is a board member of the Chicago chapter of The Entrepreneur Organization, which is a network of more than 10,000 business owners in 48 countries.
Carmen Holly, supervisory financial analyst, Federal Reserve Board
Carmen Holly is a supervisory financial analyst at the Federal Reserve Board where she serves as a subject matter expert and policy analyst specializing in all topics related to commercial credit, real estate financing and real estate appraisals.
Prior to joining the Federal Reserve Board, Carmen enjoyed a 22-year career in commercial banking as a commercial lender, portfolio management team leader and loan review specialist. She holds a bachelorís degree in economics from The Pennsylvania State University and is a graduate of the Stonier Graduate School of Banking. She also maintains a commercial Credit Risk Certification (CRC) as designated by The Risk Management Association.
Trevor C. Hubbard, MAI, SRA, senior appraiser, Jones, Roach & Caringella, Inc.
Trevor Hubbard, MAI, SRA, senior appraiser at Jones, Roach & Caringella in San Diego, has been engaged in real estate valuation and consulting services for nearly a decade. His valuation work has involved eminent domain actions, title defect cases, arbitrations, mediations, easement acquisitions and dispositions, diminution in value matters, hazardous contamination litigation and ground leases. He has passed the Appraisal Instituteís Litigation Professional Development Program and Valuation of the Components of a Business Enterprise examinations. He is a certified general real estate appraiser in California. He earned a BBA with an emphasis in real estate from Southern Methodist University and an MSRE from the University of San Diego.
Nicholas S. Hufford, MAI, CAE, chief appraiser, U.S. General Services Administration, Public Buildings Service
Nicholas Hufford, MAI, is chief appraiser for the U.S. General Services Administration where he manages and oversees valuation programs in the national office and in 11 regions.
The GSAís public buildings service, which has more than 1,500 owned assets and more than 8,000 leased assets, is a leading governmental real estate organization. Its valuation programs examine markets and provide appraisals for such uses as asset and portfolio management, asset acquisition and disposition and asset utilization, as well as for establishing rental rates for tenants in federal building and addressing valuation requirements for the organizationís diverse portfolio. Hufford has experience in the valuation of commercial, industrial and residential projects, as well as in fee work, real estate assessments and eminent domain. He is a graduate of James Madison University.
Jonathan Jaeger, MAI, managing director, LW Hospitality Advisors
Jonathan Jaeger, MAI, is a managing director with LW Hospitality Advisors, a New York City-based valuation and advisory firm specializing in hotel and other hospitality properties. During his career, which includes operational, accounting and finance positions with Starwood Hotels & Resorts and Kimpton Hotels & Resorts, he has consulted on or performed more than 1,000 valuation assignments throughout the U.S. Jaeger is a certified general real estate appraiser, and a member of the American Hotel & Lodging Association and the Young Hospitality Investment Professionals Group. He is an adjunct faculty member at New York University where he teaches the Lodging Development course. He graduated from Boston Universityís School of Hospitality Administration with a minor in business administration.
Sara Jones Oates, president, chief appraiser, Total Appraisal Management and Review
Sara Oates is president of Total Appraisal Management and Review, an Austin, Texas, consulting firm that provides real estate appraisal management and review services to financial institutions. She is a certified general real estate appraiser and a licensed real estate agent.
She is an Appraisal Institute practicing affiliate, a member of the National Association of Independent Fee Appraisers and the secretary/treasurer of the Foundation Appraisers Coalition of Texas.
Oates holds a bachelor's degree from The University of Texas.
Kerry M. Jorgensen, MAI, president, Jorgensen Appraisal, Inc.
Kerry Jorgensen, MAI, presidentof Jorgensen Appraisal in Sandy, Utah, is very active in Appraisal Institute education. He has authored courses and seminars and taught them nationally and abroad, and participated on numerous education development teams, helping to create the Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets course.
He serves on AIís National Board of Directors as chairman for Region II, and is a past president of AIís Utah Chapter.
In 2013, Jorgensen, along with co-author Stephen F. Fanning, MAI, won The Appraisal Journalís Armstrong/Kahn Award for outstanding original article for ìOne Step Further ó Implementing the Recommendations of Guide Note 12.î
Drew K. Kapur, attorney, partner, Duane Morris LLP
Drew Kapur practices land value litigation, specializing in eminent domain and condemnation, relocation assistance and highway access management and control. He represents private owners whose property was taken for transportation right-of-way and urban redevelopmen projects, private and public sector clients in condemnations involving environmentally sensitive properties and property owners in ad valorem tax appeals.
Prior to entering private practice, Kapur served for more than 16 years as deputy attorney general, Department of Law and Public Safety, for New Jersey, where he represented the state on numerous condemnation cases. He also advised the New Jersey Department of Transportation on state highway access issues.
Admitted to practice in Pennsylvania, New Jersey and South Carolina, Kapur is a member of the American, New Jersey and Camden County bar associations. He is a graduate of North Carolina State University and Loyola University School of Law.
John A. Kilpatrick, Ph.D., MAI, FRICS, director, Greenfield Advisors LLC
John Kilpatrick, MAI, is a director at the real estate research firm Greenfield Advisors, which has offices in Atlanta and Seattle. He is a certified appraiser in all 50 states, and is a certified Uniform Standards of Professional Appraiser Practice instructor. A former member of The Appraisal Journalís editorial board, Kilpatrick is the author or contributing author of eight textbooks, his most recent being Private Real Estate Markets and Investments, and more than 100 articles, monographs and working papers. He is the 2014 co-winner of the Bernard L. Barnard Outstanding Technical Essay Award from the International Association of Assessing Officers, and the 2013 winner of the Highly Commended Paper award from the Journal of Property Investment and Finance. Kilpatrick is a visiting scholar in finance at the Zicklin School of Business, Baruch College in New York, and a member of the National Board of Visitors for the Washington State University College of Business.
Bill King, senior vice president, Valuation Solutions, Platinum Data Solutions
Bill King is senior vice president at Platinum Data Solutions where he oversees product development and expansion for the company's valuation technology and services. He also is the founder, president and chief appraiser of ValueOne Appraisal in Tacoma, Washington, where he is a licensed real estate broker and certified residential real estate appraiser.
He has more than 30 yearsí experience in the housing and valuation professions, and is a nationally recognized instructor of real estate and appraisal courses and seminars, a forensic expert in the housing and appraisal sectors and an author of articles and professional papers for several industry publications.
Richard Knitter, MAI, CPM, FRICS, president, Great Realty Advisors
Richard Knitter, MAI, president of Great Realty Advisors in Chicago, is a certified general appraiser in eight Midwestern states. He is a former president of the Illinois Real Estate Alumni Forum and was the 50th president of the Chicago Real Estate Council. He is active in the affordable housing field, having initiated the first Community Land Trust in the state of Illinois.
Knitter has taught graduate-level real estate courses for more than 10 years and has published more than a dozen articles in various real estate publications. He also is a frequent speaker at real estate conferences and has moderated a series of meetings for the Urban Land Institute.
He holds a B.S. in finance-real estate from the University of Illinois, Champaign-Urbana, and an MBA from the University of Southern California.
Constantine Korologos, MAI, CRE, MRICS, managing director, Situs
Constantine ìTinoî Korologos, MAI, is a managing director at Situs where he serves as a strategic advisor for the firmís commercial real estate advisory practice. Korologos has more than 30 yearsí experience in capital markets, commercial market-backed securities, valuation, asset management, financial services, risk management and regulatory reporting. He is a member of the Counselors of Real Estate and a member of the Royal Institute of Chartered Surveyors.
He holds a bachelorís in finance from Baruch College and an MBA in finance from New York Universityís Stern School of Business, where he is an adjunct professor for the real estate masterís degree program.
Joseph C. Magdziarz, MAI, SRA, consultant, Appraisal Research, Inc.
Joseph Magdziarz, MAI, SRA, has been an active member of the Appraisal Institute for more than 45 years. He has served the membership in a variety of capacities at all levels of the organization, and was the 2011 president of the Appraisal Institute. He currently is the president of Appraisers Liability Insurance Program, a wholly owned AI subsidiary.
Magdziarzís teaching career includes local, national and international assignments, and he is an approved instructor for most AI courses. He also has had international assignments, including those in Mexico; Naples, Italy; Istanbul, Turkey; Seoul, South Korea; and Beijing, Tianjin, and Shanghai, China.
Doug Main, MAI, CRE, CEC, ASA, CCIM, SGA, director, Deloitte
Doug Main, MAI, is a director at Deloitte and a certified environmental consultant with 20 yearsí experience in special-purpose properties, including waste management, recycling, waste water, mining, environmental and alternative-energy industries. He has consulted on matters involving nearly 1,000 specialty projects worldwide.
Main has presented various special-purpose valuation seminars/education sessions for the Appraisal Institute, the Counselors of Real Estate, the Urban Land Institute, the American Society of Appraisers, the International Right of Way Association, the International Association of Assessing Officers and the Continuing Legal Education International.
George Mann, MAI, CRE, FRICS, REV, independent review appraiser
George Mann, MAI, has 28 yearsí of real estate valuation experience, including work with financial institutions and work as an independent fee appraiser and real estate assessor. He has appraised and reviewed all types of commercial real estate in 35 states and seven foreign countries. He has been published in the Appraisal Instituteís The Appraisal Journal and in the Risk Management Associationís RMA Journal.
Mann previously served as chief appraiser and managing director for Collateral Evaluation Services, where he was responsible for business development and management of the firmís collateral evaluation solutions. He also was chief appraiser and vice president of Fifth Third Bank and SunTrust Bank, and he set up and organized the Real Estate Valuation department for Bancorp. He also was senior real estate appraiser for both the Newport News (Virginia) Assessorís Office, and ICF/Kaiser Engineers.
Mann has a bachelorís from the University of Florida and an MBA from Averett University.
Edward Martinez, training manager, Marshall & Swift
Ed Martinez is the training manager at analytics firm Marshall & Swift where is responsible for implementing and managing training programs for the firmís products and services throughout the U.S. and Canada.
Martinezís career at Marshall & Swift began in 1993 in technical support, and after moving into management he became responsible for the team that tested, implemented and supported new products that included Swift Estimator, Commercial Estimator 7 and Residential Estimator 7.
His stint in training and education began in 2009, where he first created online courses as a certified distance and education instructor working with real estate and government clients in the U.S. and Canada.
Michael A. McElveen, MAI, CCIM, president, Urban Economics, Inc.
Michael McElveen, MAI, is president of Urban Economics, a real estate valuation and consulting firm in Tampa, Florida. His expertise focuses on real estate valuation and econometrics for litigation. He has authored articles for several publications, including Assessment Digest and Property Tax Journal, and is a panelist at the 2015 American Real Estate Society annual conference on spatial analytics and GIS applications. He holds a B.A. in finance from the University of South Florida and a B.S. in risk management/insurance, real estate and legal studies from Florida State University.
Michael Millikan, MAI, AI-GRS, vice president, chief appraiser, HomeStreet Bank
Michael Millikan, MAI, AI-GRS, is the chief appraiser for HomeStreet Bank, a community bank headquartered in Seattle, with a lending footprint primarily in the Pacific Northwest, California and Hawaii. His primary responsibilities include the overall management/strategic oversight of HomeStreetís commercial and single-family appraisal functions, and he developed and implemented the bankís environmental policy and corresponding environmental risk management program.
Ken Montgomery, director of education, Investment Program Association
Ken Montgomery is director of education for the Investment Program Association where he leads strategic planning and execution of educational initiatives and oversees development and distribution of additional training resources. Montgomery led initiatives to create four new online learning courses on real estate investment trusts, business development companies and energy programs, along with Financial Industry Regulatory Authority-reviewed client brochures on these asset types. He also led efforts to bring more academic research to the industry through white papers on REITs, BDCs, energy and industry regulation. He holds a B.B.A in economics and finance from Baylor University and an MBA from Southern Methodist University.
Terry Morgan, attorney, Terry Morgan & Associates, P.C.
Terry Morgan is a land-use and zoning attorney based in Dallas, and most of his legal work concerns Texas municipalities. He currently serves as outside counsel to the city of Denton, Texas, in the defense of its recently enacted ordinance limiting fracking in the city. Previously, he was assistant city attorney for Austin, Texas, focusing on planning and zoning concerns. He also is the author of many publications on land-use regulations.
Stephen J. Morse, MAI, chief appraiser, Retail Petroleum Consultants LLC
Stephen Morse, MAI, is chief appraiser at Retail Petroleum Consultants, an Oxnard, California-based appraisal firm that specializes in going-concern valuations of special-use properties. Morse previously worked for such national firms as Landauer, PriceWaterhouseCoopers and American Appraisal Associates, where he created and managed the firmís petroleum valuation group.
He founded his own firm in 2003, and has since provided more than 4,000 going-concern valuations and special-use appraisals for multiple clients, including oil companies, gas station operators and attorneys. Morse currently is expanding the firm nationwide.
Robert L. Parson, MAI, appraisal policy specialist, credit & market risk, Office of the Cmoptroller of the Currency
Robert Parson, MAI, is appraisal policy specialist, credit & market risk with the Office of the Comptroller of the Currency in Washington, DC. From 1995-2003, he was chief appraiser at Freddie Mac. He also served as vice president and chief real estate appraiser for Continental Bank when the Financial Institutions Reform, Recovery and Enforcement Act was implemented, an was a full-time faculty member in the Real Estate Department at Eastern Kentucky University.
Parson, who co-invented the Systems and Methods for Determining the Value of Assets, has extensive appraisal experience ranging from the Beverly Hills Hotel to a liver desiccating plant in central Wisconsin. He also has authored various papers on real estate valuation concepts for the technical publications and texts.
Tony Pistilli, vice president, chief appraiser, Solutionstar
Tony Pistilli is vice president and chief appraiser at the valuation firm Solutionstar Settlement Services. He previously served as chief retail appraiser/vice president of Consumer Banking Risk Management for US Bank.
Pistilli has more than 25 years of real estate appraising and lending experience, including compliance and efficiency assessments for financial institutions, regulatory agencies and appraisal management companies, as well as moderating national conference panels and serving as a panelist on some.
He is a certified residential appraiser license in the state of Texas and is an Appraiser Qualifications Board-certified instructor for the Uniform Standards of Professional Appraisal Practice.
In 2011, Pistilli received the inaugural Valuation Visionary Award from the Collateral Risk Network.
Douglas A. Potts, MAI, vice president, chief appraiser, Commerce Bank
Douglas Potts, MAI, is vice president and chief appraiser at Commerce Bank in Clayton, Missouri, where he manages appraisal review and environmental due diligence, representing more than $3 billion in annual loans.
He is the Government Relations Committee Representative for Region 2 and a member of the Appraisal Instituteís Client Advisory Board. He previously served as president of AIís Greater St. Louis Chapter (2007-08) and participated in AIís Leadership Development & Advisory Council conference (2006 and 2007).
Potts is an AI instructor and was a panelist and speaker at the Appraisal Institute Annual Meeting in 2011, and in November 2013 presented the AI Webinar ìLeasehold Valuations for the Appraisal Professional.î†
Steven J. Powel, CEO, Situs
Steve Powel is chief executive officer and founding member of Situs, a commercial real estate and loan advisory services firm headquatered in Houston. He has more than 30 years' experience in commercial real estate, and has been instrumental in the firm's growth over the past two decades. He was chief sponsor for the development and implementation of Situs University, a structured, in-house educational platform. He also spearheaded Situs' staffing augmentation business, and introduced several advanced software and investment processes that have improvemed the commercial real estate lending industry.
Powel is a member of several industry-related client advisory groups, including the Mortgage Bankers Association and the Commercial Real Estate Finance Council.
Sam Rashkin, chief architect, Building Technologies Program, U.S. Department of Energy
Sam Rashkin is the chief architect of the Building Technologies Program at the U.S. Department of Energy where he leads the development of high-performance home innovations that have been showcased in work with Building America and the DOE Challenge Home.
He authored the book Retooling the U.S. Housing Industry: How It Got Here, Why It's Broken, and How to Fix It, which serves as the innovation blueprint for major components of the U.S. housing industry. He also is a registered architect who has designed more than 100 energy-efficient projects, including new construction, retrofit assignments and multifamily buildings.
Stephen D. Roach, MAI, SRA, AI-GRS, president, CFO, Jones, Roach & Caringella, Inc.
Stephen Roach, MAI, SRA, AI-GRS, is the co-founder and president of Jones, Roach & Caringella, where his work focuses on difficult and complex valuation and consulting assignments.
He has served the Appraisal Institute as a member of the Strategic Planning Committee, the General Comprehensive Examination Panel, the International Relations Committee, the Education Committee and the Curriculum Subcommittee. He is a member of the International Right of Way Association, Lamda Alpha International and the Real Estate Counseling Group of America.
Roach has written or contributed to more than 50 books, courses and seminars, and has taught more than 200 appraisal courses and seminars throughout the U.S., South Korea, China, Japan and Taiwan. He has served as a visiting professor of appraisal theory since 2004 and practice at the International Center for Land Policy Studies and Training in Taoyuan, Taiwan.
Rudy Robinson, MAI, principal, Austin Valuation Consultants, Inc.
Rudy Robinson, MAI, principal at Austin Valuation Consultants, has more than 40 yearsí appraisal and consulting experience, including significant work in litigation support and expert witness testimony. He also is experienced in complex special-purpose properties, including landfills, hazardous waste incinerators, disposal wells, sites with subsurface contamination, tank farms, superfund sites and power plants.
He has lectured at several seminars and authored numerous articles, including four for the Appraisal Instituteís The Appraisal Journal. The article ìSeller Disclosure and Buyer Knowledge: How They Affect Market Value,î which he co-authored, won TAJís Swango Award for best article in 2007.
Robinson was the past president of the Texas Chapter of the Forensic Expert Witness Association, and he completed Basic Mediation Training at the University of Texas School of Law.
Richard J . Roddewig, MAI, CRE, FRICS, president, Clarion Associates, Inc.
Richard Roddewig, MAI, president of Clarion Associates, has more than 35 yearsí experience in real estate appraising and consulting, with much of his work involving contaminated properties.
He is a frequent contributor to the Appraisal Instituteís The Appraisal Journal, and is the editor of the recently released AI book Valuing Contaminated Properties: An Appraisal Institute Anthology (Volume II). He also is the co-developer of three AI seminars on valuing contaminated properties that he has taught all across the U.S. He is a member of the Editorial Review Board of Real Estate Issues and the author of an article in that publication on the impact of fracking on property prices and values.
He holds a bachelorís from the University of Notre Dame and a masterís and J.D. from the University of Chicago.
Brian A. Rodgers, manager of federal affairs, Appraisal Institute
Brian Rodgers is the Appraisal Instituteís manager of federal affairs, a role that involves lobbying Congress and federal agencies on behalf of AI and the interests of appraisers. He also writes comment letters pertaining to proposed legislation and guidance, Congressional testimony, and attends and hosts fundraisers for the Appraisal Institute Political Action Committee.
Rodgers also contributes to various Appraisal Institute publications.
He has a B.A in communication from LaSalle University.
Timothy P. Runde, MAI, LEED AP, partner, Carneghi and Partners, Inc.
Tim Runde, MAI, has 25 yearsí commercial real estate appraisal and consulting experience, including special expertise in green building and sustainability. He is one of a handful of appraisers to hold both the MAI designation from the Appraisal Institute and the LEED AP credential from the U.S. Green Building Council.
Runde has spoken on financial analysis and green building throughout the U.S., including at Greenbuild, AI Connect and Buildings New York. He is an AI-approved instructor and course reviewer, and has served as a peer reviewer for AIís The Appraisal Journal. He also is an author, and his most recent publication, a peer-reviewed article on integrating sustainability and green building into the appraisal process, appears in The Journal of Sustainable Real Estate, Vol. 2. He holds an MSc in real estate appraisal and investment analysis from the University of Wisconsin.
Leslie P.Sellers, MAI, SRA, owner, Sellers & Associates
Leslie Sellers, MAI, SRA, is principal appraiser and owner of Sellers & Associates Valuation & Advisory Services in Clinton, Tennessee. An active real estate appraiser, broker and developer since 1973, his work also involves the development of industrial and office complexes, multifamily properties and single-family subdivisions through another of his companies, Sellers Land and Development Company, also in Clinton. He has taught real estate valuation courses and seminars for the Appraisal Institute in 19 states, Puerto Rico and China." Sellers has served AI over the past 35 years, including as president in 2010, and as a member of its National Board of Directors. also has been a member of AIís National Education Committee, National Audit Committee (twice as chair), National Strategic Planning Committee and Member Guidance and Standards Committee.He is the co-author of the Appraisal Institute seminar ìReal Estate Investing and Development ñ A Valuation Perspective,î and was on the review team for the seminars ìAnalytics and the Site to Do Businessî and ìAdvanced Spreadsheet Modeling for Valuation Applications.î He also served on the review team for the AI publication The Valuation of Contaminated Properties, and was contributor to the 14th edition of The Appraisal of Real Estate.
Benjamin R.Sellers, MAI, associate appraiser, Sellers & Associates Benjamin Sellers, MAI, is an associate appraiser at Sellers & Associates, a Clinton, Tennessee-based real estate valuation and advisory firm serving corporations, governments, institutions, law firms and private clients. Prior to joining Sellers & Associates, he worked as a commercial mortgage underwriter in the commercial mortgage-backed securities industry.
He currently serves on the Appraisal Instituteís Admission and Designation Qualifications Committee. Sellers has a BBA in finance from the University of Tennessee and a Master of Land Economics and Real Estate from Texas A&M University.
James Siebers, product data services manager, Marshall & Swift
Jim Siebers is the real estate and government product data services manager for analytics firm Marshall & Swift/Boeckh based in Milwaukee. He is responsible for data delivery and integrity for many of the products used by assessors, and he also has responsibility for marketing support and education. Siebersis a state-certified assessor with more than 30 yearsí experience in the assessment profession. He has assisted with and taught numerous courses, including those for the International Association of Assessing Officers, the Wisconsin Association of Assessing Officers, the South Eastern Wisconsin Assessors Association and the League of Wisconsin Municipalities. He served as chair of the League of Wisconsin Municipalities Assessor and as president of WAAO and SEWAA. He is president of the North Central Regional Association of Assessing Officers.
He holds a bachelorís from the University of Wisconsin.
John A. Simpson, MAI, real estate advisor/appraiser, U.S Department of State
John Simpson, MAI, is a real estate advisor/appraiser for the U.S. Department of Stateís Overseas Buildings Operations where he serves as senior appraiser and team lead/liaison for the Evaluations Divisionís site acquisitions and build-to-lease programs. He also is the managing director of MarinaAppraisals.com. He is the author of four Appraisal Institute books (Appraising Industrial Properties, Cooperative Apartment Appraisal, Valuation of Marinas, and Property Inspection) and 11 articles for The Appraisal Journal.
Justin Slack, MAI, SRA, AI-GRS, AI-RRs, vice president, commercial appraisal manager, HomeStreet Bank
Justin Slack, MAI, SRA, AI-GRS, AI-RRs, is the commercial appraisal manager for Seattle-based HomeStreet Bank, a community bank with a lending footprint primarily in the Pacific Northwest, California and Hawaii. He manages a team of review appraisers and oversees the full lifecycle valuation and environmental review process. He has served on a team that helped HomeStreet integrate three recently acquired community banks.
Slack has experience as a fee appraiser, completing assignments for both commercial and residential properties in Washingtonís Puget Sound region.
He is actively involved with the Appraisal Institute at the chapter, regional, and national levels, and currently serves as chair of AIís Government Relations Committee and is a member of the AIís Strategic Planning Committee and Client Advisory Board.
Paul Stansberry, appraisal product instructor, a la mode, inc.
Paul Stansberry is an appraisal product instructor for software firm a la mode. He is recognized as an expert on a la mode software and appraisal workflow, with an emphasis on mobility and technology solutions, and has taught hundreds of classes to appraisers in both live and distance
learning settings. In 2014, he co-developed a la modeís Modern Appraiser Roadshow, which offered up to 20 hours in continuing education credit to appraisers in more than 20 states.
Greg Stephens, SRA, chief appraiser, senior vice president compliance, Metro-West Appraisal Company
Greg Stephens, SRA, has more than 35 yearsí appraisal experience, and is a subject matter expert in appraisal regulations and standards. For 24 years, he owned and managed a five-office appraisal firm in Northern California before transitioning to financial institution valuation QC and governance, where he manages pre- and post-closing review teams, monitors state and federal appraisal-related legislation and compliance with Uniform Standards of Professional Appraisal Practice.
He is a certified general appraiser, Appraiser Qualifications Board-certified USPAP Instructor and certified distance education instructor from the International Distance Education Certification Center.†
Stephens has been involved in national appraisal organization leadership for more than 30 years, including serving as 2013 president of the Appraisal Instituteís North Texas Chapter; he also held board and officer positions with the Society of Real Estate Appraisers. He is a frequent speaker at national conferences for professional organizations, and in 2013 was recognized as a Valuation Visionary by the Collateral Risk Network for his industry contributions.
Lawrence Stone, MBA, certified property appraiser, assessor, County of Santa Clara
Larry Stone is the Santa Clara County (California) Assessor, first elected in 1994 and then winning reelection five times. In this role, he has implemented programs to streamline operations, eliminate backlogs and achieve higher levels of public service. Santa Clara County includes San Jose, the ìCapital of Silicon Valley,î and boasts a population of 1.9 million. Stone previously served 16 years as a council member and was mayor of Sunnyvale, California, from 1979-1980 and 1987-89. He also has been a financial manager on Wall Street, and co-founded a Bay Area real estate investment and development firm.
Michael Tasner, president, chief marketing officer, No Joke Marketing
Michael Tasner is an entrepreneur, author, speaker and marketer. His most recent company, No Joke Marketing, focus on keeping entrepreneurs in business by providing up-to-date and profit-focused marketing training and education. He also is the former chief marketing officer for Guerrilla Marketing International, mentored by Jay Conrad Levinson.
Nick Tillema, MAI, SRA, AI-GRS, CCIM, MBA, J.D., president, Access Valuation, LLC
Nick Tillema, MAI, SRA, AI-GRS, president of Access Valuation in Indianapolis, has been involved in the real estate/finance industry since 1972.
As an attorney, Tillema has both prosecuted and defended real estate appraisers. As an appraiser, he has reviewed both residential and commercial appraisals as part of a litigation team. His background includes leasing and management, mortgage banking, title company, property management, real estate development, investment, consulting and appraising (residential, commercial, easements and diminutive damages).
Tillemaís teaching experience includes real estate broker and appraiser pre-licensing classes, continuing education seminars and real estate college classes for private schools, professional organizations, Indiana University and Butler University. He has written numerous seminars for law and real estate professionals. He currently sits on the board of directors of the Indiana Association of Realtors and the Realtor Foundation. He also has served on the Appraisal Institute Board of Directors and on the board for the Metropolitan Indianapolis Board of Realtors. He has a bachelor's of finance from Indiana University, an MBA from Arizona State University and a Doctorate of Jurisprudence from Indiana University.
Vin Vieten, program officer, National Credit Union Administration
Vin Vieten is a program officer specializing in member business loans for the National Credit Union Administration, which is the independent federal agency that regulates, charters and supervises federal credit unions. His responsibilities include developing agency policy, examination guidance and examiner training to address credit union business and commercial lending activities.
Vietenís nearly 30-year career in banking includes commercial lending and management roles at both community banks and large regional banks that provide financing to commercial accounts throughout northern New England. In these roles, Vieten emphasized the need for thorough financial analysis when developing financing packages, as well as ongoing monitoring and management of the overall risks associated with a commercial loan portfolio. Building on this experience, he established commercial lending departments at two community banks. In private industry, Vieten served as controller for a large, multi-state Redi-Mix concrete supplier, where he oversaw financial management of the company and managed borrowing relationships with financial institutions and leasing companies.
Lee H. Waronker, MAI, SRA, president, Waronker & Rosen, Inc.
Lee Waronker, MAI, SRA, is president of Waronker & Rosen, a Miami-based appraisal and consulting firm. Waronkerhas served on the Appraisal Instituteís faculty and education committees at the national level and on education committees on the local level. He authored AIís Office Building Seminar, and has taught AI courses and seminars in more than 25 states, as well as in South Korea, Puerto Rico and Canada. In 2003, he was in a helicopter that was hit by ground fire in Iraq while en route to teach an AI course.
He holds a B.S. from Florida State University with a major in real estate and an MSc in real estate from Florida International University.
Dennis Webb, MAI, ASA, FRICS, CEO, Primus Valuations
Dennis Webb, MAI, is a valuation specialist, author and innovator, developing approaches to valuing undivided real estate and other multidisciplinary interests. He has authored numerous articles on holding company and fractional interest valuations and other integrated business valuation/real estate appraisal topics. He is designated in both real estate appraisal and business valuation, and is the founder of Primus Valuations, with offices in Los Angeles and Denver.
Ted Whitmer, MAI, J.D., CRE CCIM, owner, Ted Whitmer Companies
, MAI, is a general certified appraiser, consultant and attorney based in College Station, Texas, who represents appraisers in the disciplinary process with the Texas Appraiser Licensing & Certification Board, as well as the author and instructor of appraisal and litigation seminars and workshops, including some for the Appraisal Institute.
He is a licensed real estate broker and a member of the National Association of Realtors. He previously was a member of the finance department faculty at Stephen F. Austin State University and was an adjunct at Texas A&M University.
He has authored numerous seminars, including Attacking and Defending an Appraisal in Litigation and the Comprehensive Appraisal Workshop, which is a review for the comprehensive examination for the Appraisal Instituteís MAI designation.
He holds a B.A. from Stephen F. Austin State University, an MBA from Texas A& M University and a J.D. from South Texas College of Law.
Joan Youngman, senior fellow and chair, Department of Valuation and Taxation, Lincoln Institute of Land Policy
Joan Youngman is senior fellow and chair of the Lincoln Institute of Land Policyís Department of Valuation and Taxation. She has undertaken international research and educational work for the World Bank, the OECD, the International Monetary Fund and the Harvard Law School International Tax Program.
Youngman is an attorney and the author of numerous articles and books concerning land and building taxation and valuation, including Legal Issues in Property Valuation and Taxation: Cases and Materials, co-author of State and Local Taxation: Cases and Materials (9th edition), and co-editor of the books Erosion of the Property Tax Base, Making the Property Tax Work ó Experiences in Developing and Transitional Countries, The Development of Property Taxation in Economies in Transition: Case Studies from Central and Eastern Europe, and An International Survey of Taxes on Land and Buildings.
George Yungmann, senior vice president of financial standards, National Association of Real Estate Investment Trusts
George Yungmann is the senior vice president of financial standards for the National Association of Real Estate Investment Trusts. In this role, he is responsible for managing processes for evaluating accounting and reporting standards proposals issued by the Financial Accounting Standards Board, the International Accounting Standards Board and the U.S. Securities and Exchange Commission. He also is tasked with developing industry views on those proposals, submitting comment letters and other communications to standard setters with respect to these proposals, representing the real estate industry at meetings of standard setters and providing guidance for reporting funds from operations. Yungmannalso is responsible for providing technical support to NAREIT members and developing programs to support membersí timely understanding of new and proposed standards and other issues faced by financial managers of NAREIT member companies.