Business Practices and Ethics

The ZOOM and Material Links can only be sent to those who provide their Photo IDs (driver's license) in advance directly to lisa@norcal-ai.org

* * * * * 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

925/932-7753   l    916/972-9700
https://norcal-ai.org/
lisa@norcal-ai.org

Photo ID Required to Complete Your Registration

Please send a copy of your Driver's License or Photo ID to lisa@norcal-ai.org.  Feel free to cover any personal information with the exception of your photo and printed name. Quick Tip:  Cover personal information with cut-to-size Post-it-Notes or via electronic means before taking a photo with your phone or scanning.  Registrants will not be sent the ZOOM log-in link unless their DL/Photo ID is received in advance.  In the subject line of your email type "DL -  [enter your last name] BPE Nov 2026" before submitting.  ID's should be submitted to the Chapter Office  lisa@norcal-ai.org immediately upon completing this online registration.

Program Hours and Materials
Online check-in will begin at 8:00am on Monday, November 9.  Instruction will run from 8:30am – 3:30pm (Pacific Time) and will be conducted using ZOOM as the interactive learning platform.  There is no exam associated with this offering.  

Beginning 4 weeks prior to the offering, all students will have access to the downloadable course materials. If you would like hardcopy (printed) materials sent to you in advance, both a print fee of $25 (subject to change) and a shipping fee (TBD) apply. [Note: Shipping fee is calculated at the time of online check-out.]

Tips on Downloading the Course Handbook
Students are strongly encouraged to have pre-printed (rather than electronic) materials easily accessible to enhance their learning experience

• Log in to My Account (https://www.appraisalinstitute.org/)
• Select Education & Events (right sidebar)
• See list of all offerings, scroll to Business Practices and Ethics and select View
• You will now see a box that contains downloadable program materials

Click link(s) to download:

- Course Handbook (229 pgs.)
- AI Professional Practices Booklet Supplement (162 pgs.)
- AI Designations Manual (12 pgs.)

Need Assistance? If you have any questions or difficulty in accessing the electronic course materials required for this offering, please contact the Appraisal Institute's Education Delivery Department directly at 312-335-4207 or education@appraisalinstitute.org.  

However, if you paid for printed materials to be pre-shipped, and you are not in receipt of them within 4 weeks of the offering date, contact AI's Education Delivery Department directly at 312-335-4207 for immediate assistance.  

Required Texts 
There are no additional required texts for this offering.

Required Equipment 
This class will be held via Interactive Technology (ZOOM).  It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam, speakers and microphone.  Some registrants may find a secondary device (ipad, phone, laptop or desktop computer) helpful during instruction.  Cell phones are better used only as a secondary rather than primary viewing device.

ZOOM Links and Assistance
The ZOOM link will be sent within 24-72 hours of the offering ONLY to confirmed registrants who have provided their Photo ID/DL in advance.  

New to ZOOM?  

• Take a FREE tutorial on How to Join a Meeting and learn more about using this interactive platform.  
• Be sure that your version of ZOOM is up-to-date.

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

• Logging into MyAccount portal www.appraisalinstitute.org; select the green tab
• 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.

In addition, ZOOM details regarding logging into the offering will be sent separately from one of these emails above, most likely lisa@norcal-ai.ccsend.com

Note:  If you do not receive emails on a regular basis from the Northern California Chapter (lisa@norcal-ai.ccsend.com), be sure to visit our homepage and sign-up to receive our emails.  Registrants will not want important details like ZOOM links and/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 email delivery.

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

Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 30 AI CEC points.  This course is just one of the programs AI professionals have to complete to meet their AI Standards requirement.  Other offerings may include 2026-27 USPAP (7-Hour) CE and/or USPAP 15-Hour. 

BREA Continuing: Business Practices and Ethics has been approved by the BREA (#19CP754601363) for 6-hours of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  

BREA Basic/Qualifying: Business Practices and Ethics is not approved for BREA qualifying education (QE) 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.

Questions? Contact Us
Northern California Chapter
925/932-7753 l 916/972-9700
via email

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 and you will add this address to your 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 / presentation format 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

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 26 are subject to a $30 cancellation fee. Cancellations received after that time but prior to noon on Monday, November 2, are subject to a $40 cancellation fee. No refunds for cancellations received after November 2 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 format) if sufficient registrations are not received by October 1 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. 

Questions? Contact Us
Northern California Chapter
925/932-7753 l 916/972-9700
via email