- Date
- May 5, 2026
- Time
- 1:30PM - 4:30PM (PST)
- Sponsor
- Northern California Chapter
- Location
- Casa Munras
700 Munras Avenue
Monterey, CA 93940
- Instructor
- Stephen Bethel
Brittany Marrow
- Full Price
- $75.00
- AI Price
- $50.00
Course Description
What is a going concern? If you’ve wondered about this interesting aspect of appraisal theory, this program will provide invaluable insights into appropriate analysis and credible valuation. Designed for appraisers, bankers and real estate professionals who want to master the complexities of going concern valuation, beyond the typical hotel and gas station examples. We will dive into the full process of valuing special-use properties and break down how to develop a comprehensive going concern valuation:
- Best practices for allocating value among real estate
- FF&E
- Intangible business components
Gain guidance and walk through examples of how to handle complex scenarios with confidence and clarity.
Along with broad theoretical discussion, the program will include multiple case studies. These real-world scenarios are designed to help participants recognize what drives value, to avoid common analytical pitfalls, as well as to apply methodologies consistently & defensibly.
Who Should Enroll
Designed for appraisers, bankers, and real estate professionals who want to master the complexities of going concern valuation.
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Early-Bird
Today thru 03/27/2026 |
$75.00 | $50.00 |
| Standard
03/28/2026 thru 04/24/2026 |
$95.00 | $80.00 |
| Late
After 04/25/2026 |
$110.00 | $95.00 |
Event Information
* * * * * Please review the entire section below. * * * * *
It contains IMPORTANT SPECIFIC details about the LIVE IN-PERSON 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
Casa Munras
700 Munras Avenue
Monterey, CA 93940
Onsite Parking
Complimentary onsite parking for non-overnight guests
Program Hours and Materials
Onsite check-in will begin at 1:00pm on Tuesday, May 5, 2026. "Live / in-person" Instruction will run from 1:30pm – 4:30pm (Pacific Time).
All attendees are invited to join us immediately following the workshop for a brief Chapter Meeting and "Simply Social". Enjoy networking, noshing on scrumptious appetizers and sipping no-host beverages.
Materials
Materials for this Chapter-Developed offering are not available for download from your Appraisal Institute MyAccount portal. If materials become available, you will be sent a link to download via email.
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%) enables Designated Members, Candidates for Designation and Practicing Affiliates to receive 15 AI CEC points.
BREA Continuing: The Business behind the Building been submitted for 3-hours of BREA CEC. Full (100%) attendance required.
BREA Basic/Qualifying: The Business behind the Building is not approved for initial Basic / Qualifying Education credit.
SBE (State Board of Equalization): The Business behind the Building is being submitted to SBE for 3-hours of training credit for assessors who meet the 100% attendance requirement. Note: SBE verifications are now submitted directly to the BOE; allow 15 working days post offering. SBE certificates are not available for download from your Appraisal Institute MyAccount portal.
This Chapter-Developed offering is not being submitted to states outside of California. 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 & EVENTS
- 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) 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
Casa Munras is providing a room block at a special rate of $169.00 per night.
- Reservations need to be made by April 5, 2026 by contacting sbattis@innsofmonterey.com. Rates are for single or double occupancy per room per night; +$20.00 per additional guest; maximum room occupancy is four people and are subject to current 13.795% Occupancy Tax + $5.10 Tourism Tax (taxes are subject to change). Rates are net, non-commissionable.
Some students may want to explore 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
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 Tuesday, April 21 are subject to a $10 cancellation fee. Cancellations received after that time but prior to noon on Tuesday, April 29, are subject to a $20 cancellation fee. No refunds for cancellations received after April 29 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 Tuesday, April 21 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 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