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Chapter FYI from AI

Chapter FYI - October 2018

Important Dates & Deadlines

OCTOBER

11-12 | AI Chapter Leadership Program, Chicago, IL. Learn more here.

NOVEMBER

5-8 | Debut of revised General Appraiser Site Valuation & Cost Approach. Learn more here .
15-16 | AI Board of Directors 4th Quarter Meeting, Chicago, IL

DECEMBER

31 | Chapter Co-Op Advertising Reimbursement Program submission deadline. Learn more here.
31 | Q4 Online Revenue Share submission deadline

2019 Meetings/Events/Etc.

Jan. 1 | AIERF Course Scholarship and Minorities & Women Course Scholarship Deadline.  Learn more
Feb. 12 | LDAC 2019 registration opens. Learn more here.
Feb. 21-22 | AI Board of Directors 1st Quarter Meeting, Chicago, IL
May 9-10 | AI Board of Directors 2nd Quarter Meeting, Chicago, IL
May 15-17 | Leadership Development and Advisory Council (LDAC), Washington, DC
July 21 | Regional Meetings, Denver, CO
July 22-24 | 2019 Annual Conference, Denver, CO
July 25-26 | AI Board of Directors 3rd Quarter Meeting, Denver, CO
Nov. 14-15 | AI Board of Directors 4th Quarter Meeting, Chicago, IL

New Announcements

2019 Chapter Operations Manual Available Online |  Visit the Chapter Manuals section of Chapter Business Tools to access the updated 2019 Chapter Operations Manual. This manual is intended to work alongside the national website and Regulation No. 8 as a comprehensive guide on topics such as chapter governance, finances, reporting requirements, marketing and much more. A print version of the manual will be provided to each attendee of the Chapter Leadership Conference taking place Oct. 11-12.
 
AI Releases Two Seminars in October | Released this month are the new 4-hour Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency and the newly revised 7-hour Valuation by Comparison: Residential Analysis & Logic. Both seminars have been submitted to all states for approval. To assist chapters in their marketing efforts, the Appraisal Institute will send out email marketing blasts with all chapter offerings listed. To take advantage of this marketing effort, please get your applications in as soon as possible. To view the approved instructors and learn more about these seminars, click here.

 

Education 

AI Releases Two Seminars in October

The Appraisal Institute will be releasing two seminars in October:  the NEW 4-hour Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency AND the newly revised 7-hour Valuation by Comparison: Residential Analysis & Logic. Both seminars have been submitted to ALL states for approval. To assist Chapters in their marketing efforts, the Appraisal Institute will send out email marketing blasts with all Chapter offerings listed. Instructors who are approved to teach the seminars are listed below. 
 
To take advantage of this marketing effort, please get your applications in as soon as possible. 
 
Seminar information
  • Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency

Developed by the President of AARO, with input from regulators, board members, and attorneys who defend appraisers, this seminar provides you with valuation insight not readily available before. By peeking behind the regulatory curtain, you’ll discover why state boards and agencies make the decisions they do, what federal oversight requirements guide them, and how a state regulator’s investigation proceeds. This knowledge will give you an advantage in resolving a complaint. And better yet…avoiding one in the first place!

  • Valuation by Comparison: Residential Analysis and Logic 
Since Mark Ratterman’s book, Valuation by Comparison was first published in 2007, the real estate market and residential appraisal requirements have changed significantly. Experienced practitioners are revisiting valuation fundamentals, searching for and developing new strategies to handle a variety of appraisal assignments. The 2nd edition of the book was released this summer, and the seminar, which is based on the book, has been updated expanding on a number of areas not covered before. The seminar explains why clients need an appraisal, why appraisers must have the appropriate market data, and why they should know their markets. In addition, it will discuss the role of the appraiser as a professional shopper for real estate. In a time of market volatility and increased oversight, the appraiser needs data collection and analytical skills more than ever. This seminar offers research criteria and tools that will help the new and experienced appraiser find information in markets where data is scarce, inconsistent, or misleading. 

Ignorance Isn't Bliss Instructors

Craig Steinley, SRA, AI-RRS (developer)  
Timothy C. Andersen, MAI
Jonathan H. Avery, MAI, SRA
Pledger M Bishop, III, MAI, SRA, AI-GRS
Richard L. Borges II, MAI, SRA, AI-GRS, AI-RRS
Randall A. Button, MAI, SRA, AI-GRS
Betty Jo Cagle, SRA
Stephanie C. Coleman, MAI, SRA, AI-GRS, AI-RRS
Stephen C. Cosby, MAI
Susanne M. Curran, MAI, AI-GRS
Woody R. Fincham, SRA, AI-RRS
Charles H. Fisher, SRA
Brian J. Flynn, MAI, AI-GRS
Robin Forrester, SRA, AI-RRS
Mark R. Freitag, SRA
Brett W. Hall, MAI, SRA
R. Scott Hartman, SRA
Glen D. Katz, MAI, SRA, AI-GRS, AI-RRS
Clayton B. Ketcham, MAI, SRA, AI-GRS     
Paula K. Konikoff, JD, MAI, AI-GRS
• Eric M. Lehmayer, MAI
 
Jennifer Marshall, SRA, AI-RRS
Rachel Massey, SRA, AI-RRS
Lisa M. Meinczinger, SRA, AI-RRS
Dawn M. Molitor-Gennrich, SRA, AI-RRS
Robert L. Moorman, MAI, SRA, AI-GRS
Kenneth J. Mrozek, Jr., MAI, SRA
G.T. Patrick Murfee, MAI
Joseph Palumbo, SRA
Douglas A. Potts, Sr., MAI, AI-GRS
Jared L. Preisler, SRA, AI-RRS
Michael C. Roy, MAI, SRA
Dennis A. Scardilli, Esq., MAI
Mark V. Smeltzer, MAI, SRA, AI-RRS
Mark W. Sussman, MAI
Maureen B. Sweeney, SRA, AI-RRS
John R. Underwood, Jr., MAI, SRA
Anthony J. Uzemack, MAI, AI-GRS
Ted R. Whitmer, MAI, AI-GRS
Joshua W. Wood, IV, MAI
Dean Zantow, SRA

Valuation by Comparison Instructors:

Mark R. Rattermann, MAI, SRA (developer)
Sandra K. Adomatis, SRA
Sherryl V. Andrus, SRA
James B. Atwood, SRA
Richard L. Borges II, MAI, SRA, AI-GRS, AI-RRS
Charles L. Cather, SRA
Stephanie C. Coleman, MAI, SRA, AI-GRS, AI-RRS
Charles F. Crider, MAI
Dennis R. D'Argenio, SRA
Vincent M. Dowling, MAI, SRA
Woody R. Fincham, SRA, AI-RRS
Richard M. Heyn, SRA
James Edward Jacobs, SRA, AI-RRS
J. Craig Julian, SRA, AI-RRS
• Cheryl A. Kunzler, SRA, AI-RRS
• Mark H. Maschger, SRA
• Rachel Massey, SRA, AI-RRS
• Dawn M. Molitor-Gennrich, SRA, AI-RRS
• Rick J. Muenks, MAI
• Valentino H. Pasquarella, Jr, SRA
• Gary F. Scott, SRPA, SRA
• John Craig Sewell, SRA
• Kern G. Slucter, MAI, SRA
• Mark V. Smeltzer, MAI, SRA, AI-RRS
• Gregory E. Stephens, SRA
• Maureen B. Sweeney, SRA, AI-RRS
• Dana R. Thornberry, MAI, SRA
• Larry T. Wright, MAI, SRA, AI-GRS

 

Classroom Education | Now Available: 

Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency
Find out more about this NEW 4-hour seminar for residential and general appraisers. 
  
Valuation by Comparison: Residential Analysis and Logic                                                                       
Click here for more information about this 7-hour seminar based on the 2018 updated 2nd edition of Valuation by Comparison by Mark Ratterman, MAI, SRA.

Evaluating Commercial Leases: The Tenant and the Terms Both Matter: Click here for more information about this newly released 7-hour seminar!

Solving Land Valuation Puzzles: Post-premiere version now available. Find out more here.

General Income Approach/Part 1: Recently refreshed! Click here for offering dates and more information.

General Income Approach/Part 2: Recently refreshed! Click here for more information and classroom offering dates.

Condemnation Appraising: Principles & Applications: Recently refreshed! Click here for information on this revised Litigation PDP course.

General Market Analysis and Highest & Best Use
Revised exam and a new Pre-Class Download (supplement for the course) now available. Find out more here!
 

Classroom Education | In Development:

Rural Valuation Basics
This NEW 7-hour seminar provides residential and general appraisers with the fundamentals of analyzing comparable data for use in rural appraisal assignments.  It will focus on land mix analysis, improvement value extraction and allocation, and how to develop adjustments. A detailed case study will be used to expose students to real world examples. Tentative premiere in January or February 2019. Release to Chapters immediately after.
 
How Tenants Create or Destroy Value (title may change)
NEW 7-hour seminar will explore the issues and challenges associated with valuing a tenant’s interest in a property. It goes beyond explaining methodologies involved in a leasehold valuation assignment. Tentative premiere and release February 2019. 
 
General Site Valuation & Cost Approach
MAJOR REVISION set to debut November 5-8. Course has been reorganized, content has been updated, and the exam is now 3 hours (rather than 2). Release to Chapters immediately after debut.
 
The Appraiser as an Expert Witness: Preparation & Testimony
15-hour PDP Revision. Tentative release November 2018.
 
Litigation Appraising: Specialized Topics
15-hour PDP Revision. To change from 2 days to 3 - tentative release to Chapters March 2019.
 
Business Practices and Ethics
Major revision tentative debut March 15, 2019. Available immediately after.
 
General Market Analysis and Highest & Best Use
New addition: Practice Problems booklet containing additional computational problems to help students successfully work through related questions on the exam. Tentative release February 2019.
 
General Report Writing & Case Studies
MAJOR REVISION tentative debut late 2019.

Marketing Flyers Available for Chapters

If interested in obtaining the pdf of one or more of the flyers listed below, please contact Mallory Whaley (mwhaley@appraisalinstitute.org). 

  • Valuation by Comparison: Analysis and Logic (NEW!)  
  • Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency
  • AIM HIGHER: DID YOU KNOW THE APPRAISAL INSTITUTE PROVIDES MORE THAN QUALITY EDUCATION TO THE VALUATION PROFESSION? (membership recruitment  - click here to view example flyer)
  • Evaluating Commercial Leases: The Tenant and the Terms Both Matter
  • Practical Applications for Appraising Green Commercial Properties
  • Solving Land Valuation Puzzles
  • Advanced Land Valuation: Sound Solutions to Perplexing Problems
  • Valuation of Conservation Easements
  • Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications
  • Case Studies in Appraising Green Residential Building
  • WANTED: Real Estate Appraisers Who are Experts in Litigation (Litigation education/publications)
  • Do you have the competency needed to value green properties? (Green education/publications - click here to view example flyer)

Coming Soon:

  • Rural Valuation Basics
  • How Tenants Create or Destroy Value 
The Appraisal Institute Marketing Department developed a brochure called “AIM Higher” to help educate clients about the Appraisal Institute education and designations. This brochure is available to AI Chapters to purchase, but the first 25 are free. The “AIM Higher” education brochure can be handed out during the registration process the day of a class.  To order the brochure and get your first 25 free, visit Brochures for Consumers within the Marketing and PR section of Chapter Business Tools.

AIMHigherPicAIMHigherEducationPathwayChart

 
2019 Chapter Program Fee Schedule
The chapter program fee schedule has been updated for 2019 and is now up in the Resources section of the Knowledge Center. No changes have been made to QE, DE, PD, USPAP, nor any of the CE courses. We have brought down the cost of older seminars to $30 (one-day) and $20 (half-day). Newer seminars will remain at $49/$25. See screen shots below.
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Those with chapter access to the Knowledge Center will now see the Instructor Materials for the programs that they are set to offer.  This will assist you if your instructors contact you about materials.  Also, the Education Committee now allows solution booklets to be sent to the student in advance for direct ship, and are immediately available to download by registrants on the Knowledge Center.  If your students are receiving their materials direct ship or download, then solutions will only need to be ordered for those that are pick up on-site.
 
*Update – Please note that there are a handful of temporary exceptions to this as our development staff works on some content changes needed to allow for this. Please see list of courses affected.
 
Residential & Commercial Valuation of Solar
• 7-Hour USPAP
• 15-Hour USPAP
 
Consider the bulk shipping option when setting up new classes in OLRS
  • All materials are sent directly to chapter or location of the class.
  • Students have immediate access to materials via the Knowledge Center upon registration and for one year after the class.
  • Bulk shipping will typically save between 50-85% off costs.
  • Option must be selected at least 30 days before the start of the class.
Minimize last-minute shipping
  • Order materials sooner than 8 business days before the start of the class to ensure materials are shipped via UPS Ground. 
  • Order a few extra solutions and exams (if applicable) in case of walk-ins or late registrations
Take advantage of downloadable materials option
  • Direct late registrants to Knowledge Center for download only option when you do not have hard copies available.
  • Encourage download only option to all (no shipping costs to the chapter). This is easily set up in the OLRS section, Offering Administration, under #3 - View/Edit Direct Ship Indicator.
Please advise students that we do submit the classroom hours to each of the below states. If they have a license in any of the states, please mark it on the sign- in sheet or a separate piece of paper.
 
Alabama
Florida
Georgia
Illinois
Kentucky
Michigan
Minnesota
Nebraska
Nevada
North Carolina
Oklahoma
Oregon
South Carolina
Utah
West Virginia
Wyoming
 
Click here to register.
capstoneFYIOct2018
 
For all offerings of the NEW Practical Application in Appraising Green Commercial Properties course, an additional “contact information opt-out” form will be sent to the chapter to be passed around to students during class. Once the form is completed, chapters will need to send the completed form to education@appraisalinstitute.org. The reason for this form and the language that appears on the form is below. If you have questions, please contact Mallory Whaley, mwhaley@appraisalinstitute.org.
 
The materials for the Practical Applications in Appraising Green Commercial Properties course include images provided by CoreLogic/Marshall & Swift products. The Appraisal Institute has agreed to send CoreLogic contact information of attendees who take the course so that CoreLogic can send communications to course participants after the class has ended. If you do NOT want to receive communication from CoreLogic/Marshall & Swift, please check the box before your name. 
 
The "contact Information opt-out" form is also downloadable here.
 
When registering students, they must have created an AI username and password before registration. They must have this established in order for them to access various items on the website and within the Knowledge Center. Please do not register students without these credentials.

 

Newly Designated Members
Recognize and congratulate newly Designated Members in your chapter! A list of all individuals who were recently designated is available here.
 
Volunteer of Distinction Program

Five individuals honored as AI ‘Volunteer of Distinction’ in 3Q | The Appraisal Institute announced Oct. 3 the recognition of five individuals as a “Volunteer of Distinction” for the third quarter: Charles G. Argianas, MAI, (Chicago Chapter); Hugh B. Bass Jr., MAI, (Atlanta Area Chapter); R. Wayne Pugh, MAI, (Louisiana Chapter); Leah Lasley Shell, SRA, (Arkansas Chapter); and Jose A. Rodriguez- Martinez, SRA, AI-RRS, (Puerto Rico and Caribbean Chapter).

Any Designated Member, Candidate for Designation, Practicing Affiliate or Affiliate in good standing who makes contributions to the Appraisal Institute, the valuation profession and their local community is eligible to be recognized. AI professionals submit nominations, on a form provided on the Appraisal Institute’s website, to AI national staff. Appraisal Institute staff receive and review nominations to confirm that they conform to the program’s selection criteria. Individuals may not nominate themselves.
 

Check out the Nomination Form and Program Description for further details.
 

 

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