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    The Appraiser as an Expert Witness: Preparation and Testimony

    More Info Register
    November 13-14, 2024 Costa Mesa, CA
    Date
    November 13-14, 2024
    Sponsor
    Southern California Chapter
    Location
    Ayres Hotel and Suites
    325 Bristol Street
    Costa Mesa, CA 92626
    Instructor
    Stephen D. Roach, MAI, SRA, AI-GRS
    Class Time
    14 hours
    Exam Time
    1 Hour
    Full Price
    $550.00
    AI Price
    $450.00
    Enroll by October 29 and save $50!
    View Pricing Options
    Course Description
    This course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities you 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. You’ll 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.

    This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

    Who Should Enroll
    • Experienced residential and general real property appraisers interested in exploring litigation valuation as a specialty
    • Real estate professionals
    • Users of appraisal services
    • Attorneys
    AI CE Points
    Attend:
    150
    Attend & Pass Exam:
    200
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 16 15 1 Classroom Classroom 03/15/2024 03/04/2027 19835
    AL CE 15 15 Classroom Classroom 10/01/2022 09/30/2024 C02647
    AR CE 16 15 1 Classroom Classroom 05/07/2024 03/07/2026 AI022
    AZ CE 16 15 1 Classroom Classroom 02/23/2022 02/22/2026 0224-0000006
    CA CE 15 15 Classroom Classroom 08/21/2021 08/27/2027 23CP754601549
    DC CE 16 15 1 Classroom Classroom 02/29/2024 02/28/2026 4075
    DE CE 16 15 1 Classroom Classroom
    FL CE 15 15 Classroom Classroom 02/14/2023 02/13/2025 0007081
    GA CE 14 14 Classroom Classroom 01/01/2004 27984
    HI CE 15 15 Classroom Classroom 01/01/2024 12/31/2024 23-497
    HI CE 16 15 1 Classroom Classroom 01/01/2024 12/31/2024 23-497
    IA CE 14 14 Classroom Classroom 12/10/2022 12/09/2024 A518-1129
    ID CE 16 15 1 Classroom Classroom 06/09/2020 06/09/2024
    ID CE 16 15 1 Classroom Classroom 06/10/2024 03/04/2027
    IL CE 15 15 Classroom Classroom 03/27/2024 12/31/2024 575.010722
    IN CE 16 15 1 Classroom Classroom 04/10/2015
    KS CE 15 15 Classroom Classroom 01/01/2024 12/31/2024 171.C24.R
    KS CE 16 15 1 Classroom Classroom 03/07/2024 12/31/2024 546.C24.N
    KY CE 15 15 Classroom Classroom 07/01/2023 06/30/2024
    LA CE 16 16 Classroom Classroom 01/01/2024 12/31/2024 A0021
    MA CE 15 15 Classroom Classroom 05/08/2023 05/07/2025 120074
    MD CE 14 14 Classroom Classroom 07/01/2022 06/30/2025
    MI CE 15 15 Classroom Classroom 11/03/2021 11/02/2024 2147
    MN CE 15 15 Classroom Classroom 06/01/2022 05/31/2024 1005462
    MN CE 16 15 1 Classroom Classroom 06/01/2024 03/31/2026 1036851
    MO CE 15 15 Classroom Classroom 05/18/2022 06/30/2024
    MO CE 16 15 1 Classroom Classroom 03/20/2024 06/30/2026
    MS CE 15 15 Classroom Classroom 07/30/2023 07/27/2025 MAB#49149
    MT CE 16 15 1 Classroom Classroom 02/27/2024 02/27/2027 REA-CEC-REC-17541
    NC CE 15 15 Classroom Classroom 01/01/2024 12/31/2024 944
    ND CE 16 15 1 Classroom Classroom 03/24/2019 08/15/2027 CE-223068
    ND CE 15 14 1 Classroom Classroom 03/24/2019 08/15/2027 CE-223068
    NE CE 15 15 Classroom Classroom 11/22/2023 11/21/2028 2131441.02
    NH CE 7 7 Classroom Classroom 05/11/2022 05/11/2025
    NJ CE 16 15 1 Classroom Classroom 05/09/2017 2017-3175
    NM CE 15 15 Classroom Classroom 09/20/2021 08/27/2024 3293
    NM CE 16 15 1 Classroom Classroom 09/20/2021 08/27/2024 3293
    NV CE 15 15 Classroom Classroom 03/01/2020 08/31/2024 CE.0009781-A
    NV CE 15 15 Classroom Classroom 02/29/2024 08/31/2025 CE.0009781-A
    NY CE 15 15 Classroom Classroom 01/01/2024 12/31/2024 A0693-15
    OK CE 15 15 Classroom Classroom 12/03/2021 12/03/2024 725
    OR CE 16 15 1 Classroom Classroom 03/25/2022 03/31/2025 APIN-C-0322-8918
    PA CE 16 15 1 Classroom Classroom 03/27/2023 02/24/2026
    PR CE 15 14 1 Classroom Classroom 10/04/2023 12/31/2024 2023-0928-1229
    RI CE 16 16 Classroom Classroom 08/04/2023 08/02/2024 REA.0002042-CE
    SC CE 16 15 1 Classroom Classroom 09/01/2022 08/31/2024 CE 725
    SD CE 15 14 1 Classroom Classroom 01/05/2022 01/05/2025 SD 952 CE
    TX CE 16 15 1 Classroom Classroom 04/01/2023 02/27/2025 TX Provider #:10 Course #: 45563
    UT CE 16 15 1 Classroom Classroom 04/01/2024 03/31/2026 AC240313
    VT CE 16 15 1 Classroom Classroom 04/09/2024 02/12/2028 CA-222782
    WA CE 15 15 Classroom Classroom 07/02/2018 07/02/2024 AP4004
    WA CE 16 15 1 Classroom Classroom 07/03/2018 07/02/2024 AP4004
    WI CE 16 15 1 Classroom Classroom 12/15/2009 REA 3274
    WV CE 14 14 Classroom Classroom 02/02/2023 01/25/2026
    WY CE 16 15 1 Classroom Classroom 10/26/2021 08/14/2024
    Course Objectives
    • Describe the general process of a lawsuit involving real property valuation.
    • Identify the mechanics and strategies of a deposition and direct testimony.
    • Identify the requirements to communicate and defend an opinion of value in a courtroom setting.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    No

    Equipment:

    Additional Information:

    Course Materials Include:

    • Course Handbook (259 pp.)
    • Reference List (10 pp.)

    You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

    Prerequisites
    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 10/29/2024
    $550.00 $450.00
    Late
    After 10/30/2024
    $600.00 $500.00
    Have Exam Questions?
    Additional Course Offerings
    Sponsor Date Location Format
    Chicago Chapter August 26-27, 2024 Chicago, IL Classroom View Details Register
    Tennessee Chapter October 7-8, 2024 NASHVILLE, TN Classroom View Details Register
    Event Information

    ENROLLMENT

    Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this 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 before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

    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 seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

    PREREQUISITES

    Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

    REQUIRED TEXTBOOKS

    Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

    REQUIRED EQUIPMENT

    Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

    CLASS MATERIALS TO DOWNLOAD

    Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

    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 you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

    ATTENDANCE CERTIFICATE:

    With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

    Go to www.appraisalinstitute.org

    Log into Your AI Account

    Select Education/Events on the right sidebar

    See List of All Offerings

    Scroll to the specific offering which shows Registered and click

    At the very bottom of the screen, click Retrieve Certificate

    NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at education@appraisalinstitute.org.

    Program materials can be downloaded by the student.


    CHECK IN AT 8:00 AM

    CLASS STARTS AT 8:30 AM

    NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

    LUNCH: ON YOUR OWN

    PARKING: FREE

    TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY.