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    Business Practices and Ethics

    More Info Register
    June 16, 2025
    Date
    June 16, 2025
    Time
    9:00AM - 4:00PM (EST)
    Sponsor
    Ohio Chapter
    Location
    Livestream via Zoom
    Any Street
    Instructor
    Mark V. Smeltzer, Sr., MAI, SRA, AI-GRS, AI-RRS
    Class Time
    6 Hours
    Full Price
    $195.00
    AI Price
    $175.00
    Enroll by June 9 and save $25!
    View Pricing Options
    Course Description
    This important course provides information about standards and ethics requirements for valuers in general and, more specifically, for valuers who belong to the Appraisal Institute. Through discussion questions and examples, you’ll identify behavior and actions that illustrate violations of the Code of Professional Ethics, and you’ll learn how referrals can be made. You’ll get an introduction to the Appraisal Institute Guide Notes to the Standards of Professional Practice and see how the Guide Notes can be used to resolve everyday appraisal practice problems. Finally, you’ll learn about common errors in appraisal reports and review reports, and they respond to questions about challenges that arise in appraisal practice such as requests for updates and requests to change or add intended users.

     The content emphasizes:

    • Business practices issues, such as how to respond to seemingly unreasonable requests, how to address client pressure, and how to approach a complex assignment
    • Which standards apply to Appraisal Institute Designated Members, Candidates for Designation, and Associate Members, and when they apply
    • The key principles of the Standards of Valuation Practice
    • How to identify and avoid behavior that violates the Standards of Valuation Practice
    • The correct way to use the Appraisal Institute designations, emblems, and logo
    • Understanding of the Appraisal Institute enforcement process
    Who Should Enroll
    • Designated members
    • Candidates for Designation
    • Practicing Affiliates and those interested in readmitting to the Appraisal Institute
    AI CE Points
    Attend:
    30
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 6 6 Synchronous Livestream 02/06/2023 11/26/2025 19242
    AK CE 6 6 Synchronous Synchronous 02/06/2023 11/26/2025 19242
    AL CE 6 6 Synchronous Synchronous 11/14/2024 09/30/2026 C02780
    AR CE 6 6 Synchronous Synchronous 09/11/2023 09/10/2025
    AR CE 6 6 Synchronous Livestream 09/11/2023 09/10/2025
    AZ CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    AZ CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    CA CE 6 6 Synchronous Livestream 02/16/2023 03/18/2027 19 CP 754601363
    CA CE 6 6 Synchronous Synchronous 08/05/2024 03/18/2027 19CP754601363
    CO CE 6 6 Synchronous Synchronous 06/26/2023 04/11/2026 2402
    CO CE 6 6 Synchronous Livestream 06/26/2023 04/11/2026 2402
    CT CE 6 6 Synchronous Synchronous 06/23/2023 06/14/2026 AAL.001067
    CT CE 6 6 Synchronous Livestream 01/08/2025 06/25/2026 AAL.001348
    DC CE 6 6 Synchronous Synchronous 01/18/2024 02/28/2026 3998
    DC CE 6 6 Synchronous Livestream 01/18/2024 02/28/2026 3998
    DE CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    DE CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    GA CE 6 6 Synchronous Livestream 01/01/2022 06/25/2026 74057
    GA CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 74057, 72663
    HI CE 6 6 Synchronous Synchronous 01/13/2024 06/25/2026 23-412
    HI CE 6 6 Synchronous Livestream 01/13/2024 06/25/2026 23-412
    IA CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 A518-1115
    IA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 A518-1047
    ID CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026
    ID CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    IL CE 6 6 Synchronous Livestream 01/01/2025 12/31/2026 575.010347
    IL CE 6 6 Synchronous Synchronous 01/01/2025 12/31/2026 575.010347
    IN CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    IN CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    KS CE 6 6 Synchronous Livestream 01/01/2025 12/31/2025 381.C25.R
    KS CE 6 6 Synchronous Synchronous 01/01/2025 12/31/2025 179.C25.R
    KY CE 6 6 Synchronous Synchronous 07/01/2024 05/30/2025
    KY CE 6 6 Synchronous Livestream 07/01/2024 05/30/2025
    LA CE 6 6 Synchronous Synchronous 01/01/2024 12/31/2025 A0011
    LA CE 6 6 Synchronous Livestream 01/01/2024 12/31/2025 A0011
    MA CE 6 6 Synchronous Synchronous 04/15/2024 06/25/2026 00120077
    MA CE 6 6 Synchronous Livestream 04/15/2024 06/25/2026 00120077
    MD CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    MD CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    ME CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    MI CE 6 6 Synchronous Livestream 03/27/2025 03/27/2028 20-1292534
    MI CE 6 6 Synchronous Synchronous 03/27/2025 03/27/2028 20-1292534
    MN CE 6 6 Synchronous Livestream 04/01/2023 03/31/2027 1034998
    MN CE 6 6 Synchronous Synchronous 03/28/2023 03/31/2027 1034998
    MO CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    MO CE 6 6 Synchronous Livestream 04/15/2022 06/25/2026
    MS CE 6 6 Synchronous Synchronous 06/26/2023 07/27/2025 MAB #50251
    MS CE 6 6 Synchronous Livestream 06/26/2023 07/27/2025 MAB #50251
    MT CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 REA-CEC-REC-16799
    MT CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 REA-CEC-REC-16799
    NC CE 6 6 Synchronous Livestream 01/01/2025 12/31/2025 4290
    NC CE 6 6 Synchronous Synchronous 01/01/2025 12/31/2025 4376
    ND CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531, CE-223043
    ND CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531, CE-223043
    NE CE 6 6 Synchronous Synchronous 07/29/2020 07/29/2025 2202436.02
    NE CE 6 6 Synchronous Livestream 07/29/2022 07/29/2025 2202436.02
    NH CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    NH CE 6 6 Synchronous Synchronous 06/27/2023 06/25/2026
    NJ CE 6 6 Synchronous Synchronous 10/21/2020 2020-3317
    NJ CE 6 6 Synchronous Livestream 02/16/2022 2022-3443
    NM CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 4260
    NM CE 6 6 Synchronous Livestream 06/23/2023 06/25/2026 4260
    NV CE 6 6 Synchronous Livestream 04/01/2024 03/31/2026 CE.0009683-A
    NV CE 6 6 Synchronous Synchronous 04/01/2024 03/31/2026 CE.0009683-A
    NY CE 6 6 Synchronous Livestream 01/01/2025 12/31/2025 A5148
    NY CE 6 6 Synchronous Synchronous 01/01/2025 12/31/2025 A5148
    OH CE 6 6 Synchronous Synchronous 01/01/2025 12/31/2025 084501302A 25
    OH CE 6 6 Synchronous Livestream 01/01/2025 12/31/2025 084501302A 25
    OK CE 6 6 Synchronous Synchronous 06/23/2023 06/25/2026 714
    OK CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 714
    OR CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 APIN-C-0523-8986
    OR CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 APIN-C-0523-8986
    PA CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    PA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    PR CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    PR CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    RI CE 6 6 Synchronous Synchronous 06/23/2023 11/26/2025 REA.0002051-CE
    RI CE 6 6 Synchronous Livestream 06/23/2023 11/26/2025 REA.0002051-CE
    SC CE 6 6 Synchronous Livestream 09/01/2024 08/31/2026 AC . 1930
    SC CE 6 6 Synchronous Synchronous 09/01/2024 08/31/2026 AC . 1780
    SD CE 6 6 Synchronous Livestream 03/05/2025 06/25/2026 SD 1334 CE
    SD CE 6 6 Synchronous Synchronous 03/05/2025 06/25/2026 SD 1334 CE
    TN CE 6 6 Synchronous Livestream 04/01/2025 03/31/2027 2281
    TN CE 6 6 Synchronous Synchronous 04/01/2025 03/31/2027 2281
    TX CE 6 6 Synchronous Synchronous 02/04/2022 06/25/2025 TX Provider #:10 Course #: 43984
    TX CE 6 6 Synchronous Livestream 02/04/2022 06/25/2025 TX Provider #:10 Course #: 43984
    UT CE 6 6 Synchronous Livestream 07/01/2023 06/30/2025 AC230612
    UT CE 6 6 Synchronous Synchronous 04/08/2025 04/30/2027 AC250415
    VA CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    VA CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    VT CE 6 6 Synchronous Livestream 03/19/2025 03/19/2029
    VT CE 6 6 Synchronous Synchronous 03/19/2025 03/19/2029
    WA CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026 A20106163
    WA CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026 A20106163
    WI CE 6 6 Synchronous Synchronous 06/25/2023 06/25/2026 68531
    WI CE 6 6 Synchronous Livestream 06/25/2023 06/25/2026 68531
    WV CE 6 6 Synchronous Synchronous 06/26/2023 06/25/2026
    WV CE 6 6 Synchronous Livestream 06/26/2023 06/25/2026
    WY CE 6 6 Synchronous Synchronous 06/23/2023 06/22/2026
    Course Objectives
    • Identify the purpose of the Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute and recognize how those documents apply to Appraisal Institute Affiliates, Practicing Affiliates, Candidates for Designation, and Designated members.
    • Recognize how to apply better appraisal business practices, especially regarding client relationships.
    • Identify the major steps in the enforcement of the Appraisal Institute peer review system.
    • Recognize the guidance offered by the Guide Notes to the Standards of Professional Appraisal Practice of the Appraisal Institute.
    • Identify opportunities for improving professionalism.
    • Recognize common ethical dilemmas and identify strategies for resolving them.
    Course Details

    Program Overview:
    Table of Contents and Overview
    Course Schedule

    Assignments:
    No

    Equipment:
    None

    Additional Information:

    Course Materials Include:

    • Course Handbook (229 pp.)
    • AI Professional Practices Booklet Supplement (162 pp.)
    • AI Designations Manual (12 pp.)

    Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

    Requirements:
    None specified

    Course Materials & Recommended Books
    Pricing Options
    Rate Full Price AI Price
    Early-Bird
    Today thru 06/09/2025
    $195.00 $175.00
    Standard
    06/10/2025 thru 06/16/2025
    $220.00 $200.00
    Additional Course Offerings
    Sponsor Date Location Format
    Massachusetts Rhode Island and Maine Chapter May 14, 2025 Synchronous View Details Register
    Utah Chapter May 15, 2025 Synchronous View Details Register
    Utah Chapter May 15, 2025 Salt Lake City, UT Classroom View Details Register
    North Star Chapter May 16, 2025 Maple grove, MN Classroom View Details Register
    Savannah Area Chapter May 20, 2025 Synchronous View Details Register
    Upstate New York Chapter May 20, 2025 Synchronous View Details Register
    Appraisal Institute On Demand Online View Details Register
    Connecticut Chapter May 29, 2025 Synchronous View Details Register
    Great Lakes Chapter June 13, 2025 Flint, MI Classroom View Details Register
    South Florida Chapter June 18, 2025 Synchronous View Details Register
    Northeast Florida Chapter June 18, 2025 Synchronous View Details Register
    Florida Gulf Coast Chapter June 18, 2025 Synchronous View Details Register
    East Florida Chapter June 18, 2025 Synchronous View Details Register
    Hawaii Chapter July 25, 2025 Honolulu, HI Classroom View Details Register
    Metropolitan New York Chapter September 12, 2025 Synchronous View Details Register
    North Carolina Chapter September 18, 2025 Classroom View Details Register
    Southern California Chapter October 2, 2025 Ontario, CA Classroom View Details Register
    Colorado Chapter November 5, 2025 Synchronous View Details Register
    Long Island Chapter November 7, 2025 Carle Place, NY Classroom View Details Register
    Event Information

    Early Bird Rates thru 6/9/25 - $175/$195 (AI Price/Full Price)
    Regular Rate: After 6/9/25 - $200/$220 (AI Price/Full Price)

    LIVESTREAM Event via Zoom. Registrants will receive an email with the Zoom Login Access information within 24 hours prior to the event.

    Who Should Enroll

    • Designated members
    • Candidates for Designation

    · Practicing Affiliates and those interested in readmitting to the Appraisal Institute

    Livestream Classroom - Live/Interactive Participation Guidelines :
    Students must have computer, webcam & microphone capability to participate & receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor.

    If you have not already sent one in for a previously attended Ohio Chapter offering , a color copy of a VALID photo ID (driver's license; passport; ID with photo & name) MUST be emailed to the Chapter office as verification after you have registered for the offering prior to the offering start date, but no later than the start of class. Only your name, expiration date, and photo are needed. Please feel free to redact any other personal information before sending.

    Only those students who provide the photo identification and “properly attend” the program in its entirety (face being visibleat ALL times during class presentation) will receive a certificate of completion. Attendance will be taken at various times throughout the event.

    Registrants will not be sent the ZOOM log-in link unless their DL/Photo ID is received in advance. Please email for confirmation of previous submission and/or email as follows: In the subject line of your email type "DL - [enter your last name] BPE June 2025" before submitting. ID's should be submitted to/confirmed previous receipt by the Chapter Office immediately upon completing this online registration.

    You do not need a paid account with ZOOM to participate. You will receive a separate email from the Chapter Office with log-in/access information. If you are using your iPad/iPhone/smartphone, please download the ZOOM app prior to offering.

    Please check your webcam privacy settings on your computer.

    If you are not familiar with Zoom, please review a few video tutorials HERE prior to the meeting.

    If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work.

    It is important to note that the AI educational programs that may be offered by virtual delivery *ARE NOT* approved in every state. Some states DO NOT allow virtual education. ALL participants MUST check state approvals prior to registering for any chapter offered Appraisal Institute program.

    Check state approvals before registeringto make sure the states you are licensed have approved the seminar and allow Livestream/Virtual education.

    Contact the chapter with questions regarding participation guidelines: nancy.linton-hall@appraisalinstitute.org

    Course Schedule
    *Login Access:
    6/16/25: 8:30 a.m. EDT
    6/16/25: 7:30 a.m. CDT

    6/16/25: 6:30 a.m. MDT
    6/16/25: 5:30 a.m. PDT

    Welcome,Roll Call&
    Class
    : 6/16/25: 9:00 a.m. – 4:00 p.m. EDT
    6/16/25: 8:00 a.m. – 3:00 p.m. CDT
    6/16/25: 7:00 a.m. – 2:00 p.m. MDT
     6/16/25: 6:00 a.m. – 1:00 p.m. PDT

    **Lunch: One Hour


    Classroom Hours
    6 Hours


    Synchronous Livestream CE Credit Approvals
    Appraisal Institute: 30 Points
    OH Appraisal Board: 6 Hours
    OH Real Estate: 5 Hours
    IL Appraisal Board: 6 Hours
    IN Appraisal Board: 6 Hours

    KY Appraisal Board: 6 Hours
    MI Appraisal Board: 6 Hours
    NC Appraisal Board: 6 Hours
    NJ Appraisal Board: 6 Hours
    PA Appraisal Board: 6 Hours
    TN Appraisal Board: 6 Hours
    TX Appraisal Board: 6 Hours
    VA Appraisal Board: 6 Hours
    WV Appraisal Board: 6 Hours

    All Other States: Click Here


    Attendance Policy
    The Appraisal Institute, AQB, and OHLB require full attendance (100%) at the Course. If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.

    Tuition Includes
    Course handbook

    Instructor
    Mark Smeltzer, MAI, SRA, AI, GRS, AI-RRS of Pittsburgh, PA