Advanced Concepts & Case Studies

* * * * * Please review the entire section below. * * * * *

It contains IMPORTANT SPECIFIC details about the November offering that you are registering for sponsored by the

Northern California Chapter
https://norcal-ai.org/
925/932-7753 l 916/972-9700

lisa@norcal-ai.org l jenny@norcal-ai.org

Location

Treat Towers
1255 Treat Boulevard
First Floor Conference Room
Walnut Creek, CA 94597

Note:  Exam on Saturday, November 7th will be held at the Embassy Suites across the parking lot from Treat Towers

BART and Onsite Parking

• Treat Towers is a quick walk from the Pleasant Hill BART Station

• Onsite parking is available
  - enter from Buskirk Avenue
  - $9 daily rate (subject to change)
  - no in / out privileges

• Street parking may also be available; be watchful of any parking restrictions

Program Hours, Advanced Assignment and Materials
Onsite check-in will begin at 8:00am on Monday, November 2, 2026. "Live / in-person" Instruction will run from 8:30am – 4:30pm (Pacific Time) daily - November 2-6. On Saturday, November 7, the 3-hour exam will be administered starting at 8:30am at The Embassy Suites-Walnut Creek (located across the parking lot from Treat Towers at 1345 Treat Boulevard); exact meeting room TBA.

Students will be on their own for lunch daily; numerous eateries are available within easy walking distance of and onsite at Treat Towers. Complimentary beverages are available in the meeting room.

Advanced Assignments / Downloads
This course implements a blended learning approach, which includes:

• A pre-class, 2-hour online session
  
  

Tips on Downloading the Course Handbook and Other Learning Materials
Upon registering, students will have access to the downloadable course materials. Students are strongly encouraged to have pre-printed and/or pre-downloaded the materials. Do not wait until the day of the course to download as the files are quite large.

• Log in to My Account (https://www.appraisalinstitute.org/)
• Select Education & Events (right sidebar)
• See list of all offerings, scroll to Advanced Concepts and Case Studies and select View
• You will now see a box that contains downloadable program materials
• Click link(s) to download:

This course has the following pre-class downloads:

• Course Handbook (513 pp.)
• Solutions Booklet (110 pp.)
• Case Study Booklet (86 pp.)
• Self-Study Problems (40 pp.)

Ordered Printed Materials or Need Assistance in Downloading? If you (1) have not received your pre-printed materials (must be selected at the time of online registration; extra fees apply for printing and shipping) within 4 weeks of the offering, (2)have any questions or difficulty in accessing / downloading the required electronic course materials contact AI's Education Delivery Department directlyat312-335-4207 or education@appraisalinstitute.org .

Recommended Texts
Available for purchase directly from the Appraisal Institute's Publications Department

• The Appraisal of Real Estate, 15th ed.
• Market Analysis for Real Estate, 2nd ed.
• The Valuation of Apartment Properties, 3rd ed.
• Subdivision Valuation, 2nd ed.
• Shopping Center Appraisal and Analysis, 2nd ed.
• The Valuation of Office Properties: A Contemporary Perspective
• The Dictionary of Real Estate Appraisal, 7th ed.
  
  

Required Software and Equipment

• A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
• You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
• Free Review: Using a Financial Calculator: Formulas, Symbols, Math Review , and Sample Problems; and Financial Calculator Practice Exercises.
• For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator .
• HP-12C calculator User’s Manual
  
• Students will need a No. 2 pencil for the exam
• Students are encouraged to bring extension cords / powerstrips (especially if viewing materials on a laptop)
  
• A laptop computer is required preloaded with Microsoft Excel 2007 or 2010 and operational (external mouse recommended). (You may use other spreadsheet programs, but those programs won’t be supported in class; demonstrations will be done in Excel.) 
• Do not enroll expecting to be taught how to use Excel. 
  
  

Education Credit Hours and Attendance Verifications
Those who check in late, leave early or are not in attendance during non-scheduled breaks may jeopardize receipt of credit.

Appraisal Institute: Full attendance (100%) and successful completion of the exam enables Designated Members, Candidates for Designation and Practicing Affiliates to receive 375 AI CEC points; 275 points for full attendance only (no exam). Successful completion of the exam and full attendance is required for those seeking to fulfill designation and/or state licensing requirements.

BREA Continuing: Advanced Concepts and Case Studies been approved by the BREA (#10754207) for 37-hours of BREA CEC. Full (100%) attendance required. BREA CEC (continuing education credit) does not require successful completion of the exam.

BREA Basic/Qualifying: Advanced Concepts and Case Studies has been approved by the BREA (#10754207) for 40 hours of initial Basic / Qualifying Education credit.

If you are seeking credit for this offering from a state outside of California, check with your state licensing board(s) to make sure an out-of-state offering will be accepted before registering. It is best to speak directly with a representative from your board rather than relying on information posted to the web. Note: Some states outside of California may have additional reporting requirements that the Chapter is not able to comply with.

Attendance Verification Process Effective 10/01/19
Verified attendance certificates will be available for downloading within 15 working days of the offering

• Logging into My Account www.appraisalinstitute.org
• Select EDUCATION
• Click on the specific offering that you are seeking the certificate for; it will show REGISTERED
• Scroll to the very bottom of the screen to (1) COMPLETE EVALUATION FORM and (2) RETRIEVE / PRINT CERTIFICATE
  
  

Note: Effective 10/01/19 students will be able to access their attendance certificates 24/7 through the Appraisal Institute's netFORUM association management program. The Northern California Chapter does not have direct access to certificates for programs held after this time. Any issues in retrieving certificates should be brought directly to the attention of the Appraisal Institute's Education Delivery Department at 312/335-4207 or education@appraisalinstitute.org .

Confirmation Emails
All confirmed registrants will receive a payment receipt plus a separate confirmation by email. Be sure that you can accept emails from each of the following email addresses:

• lisa@norcal-ai.org
• jenny@norcal-ai.org
• lisa-norcal-ai.org@shared1.ccsend.com

Any last-minute updates to this offering will most likely be sent from lisa-norcal-ai.org@shared1.ccsend.com(registrants should not send emails to this address). Be sure that you can accept emails from these email addresses, or these important emails may default to your spam / junk files.

Payment Receipt
All confirmed registrants will receive an email confirmation that will also serve as a payment receipt on the day of registration.

• noreply@appraisalinstitute.org (confirmation details)
• aiservice@appraisalinstitute.org (payment receipt)

Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.

Note: If you do not receive emails on a regular basis from the Northern California Chapter ( lisa-norcal-ai.org@shared1.ccsend.com ) be sure to visit our homepage and sign-up to receive our emails. Registrants will not want important details like location changes or material downloads defaulting to spam / junk or be classified as undeliverable.

• Those who work for financial institutions or government agencies my need to enlist the assistance of their IT Department to insure timely email delivery.

Accommodations
The following hotels are within proximity of Treat Towers (Walnut Creek)

• Embassy Suites (at Pleasant Hill BART) - 925/934-2500 - 1345 Treat Boulevard, Walnut Creek, CA - check back here for discount promo code coming soon!
• Holiday Inn Express - 925/932-3332 - 2730 N Main St, Walnut Creek, CA
• Hyatt House - 925/934-3343 - 2611 Contra Costa Blvd, Pleasant Hill, CA

Click here - for additional lodging options in the Pleasant Hill / Walnut Creek Area

Some students have also explored options for vrbo and Airbnb.


Questions? Contact Us
Northern California Chapter
925/932-7753 l 916/972-9700
via email l lisa@norcal-ai.org l jenny@norcal-ai.org

CEC Approvals
Approval outside of California or acceptance of out-of-state providers cannot be guaranteed. If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) - before registering - to make sure that they will accept credit from an out-of-state provider. Some states may have special pre-approval or reporting requirements that the chapter is not able to comply with. Use caution in relying on website approvals as they may not be up-to-date.

Disclaimers
By registering for this event, you agree that

• your attendance may be recorded, photographed, and/or monitored at any time
• will accept emails from the Northern California Chapter; registrants will add the following address to their accepted list of emails - lisa-norcal-ai.org@shared1.ccsend.com
• your contact information may be published in a networking roster
• we may switch or change locations based on program logistics or necessity
• if you have a disability and may require special accommodation, please notify us in writing at least two weeks in advance to arrange for reasonable accommodation
• all registrants attending a live-classroom offering do so at their own risk. Each registrant is individually responsible for being aware of and following COVID protocols and guidelines

Lost or Damaged Items
The Appraisal Institute nor the Chapter presenting this program is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.

Cancellations
Written cancellations received by Monday, October 19 are subject to a $50 cancellation fee. Cancellations received after that time but prior to noon on Monday, October 26, are subject to a $65 cancellation fee. No refunds for cancellations received after October 26 or for program "no shows". Cancellations can be emailed to lisa@norcal-ai.org .

We reserve the right to substitute instructors, or to cancel or modify this program (adjust hours or location) if sufficient registrations are not received by Monday, October 5 or due to other circumstances beyond our control. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

• Those requiring out-of-town travel arrangements should exercise extreme caution in booking non-refundable tickets/reservations.

Questions? Contact Us
Northern California Chapter
925/932-7753 l 916/972-9700
via email l lisa@norcal-ai.org l jenny@norcal-ai.org