- Date
- August 19, 2026
- Time
- 1:00PM - 5:00PM (EST)
- Sponsor
- Atlanta Area Chapter
- Location
- Zoom
Zoom Livestream Broadcast
- Instructor
- Andrew Sheppard, MAI, AI-GRS
- Full Price
- $125.00
- AI Price
- $100.00
Enroll by August 14 and save $25!
View Pricing Options
Course Description
Are you looking for a way to compete with large firms with report-writing software that shaves hours (or days!) off of each assignment while vastly improving your work product and avoiding factual or logical inconsistencies? This session will cover how to implement available/built-in tools to help your day-to-day appraisal practice. These skills are also a foundation to help you incorporate Artificial Intelligence into your practice. You can even have Artificial Intelligence help you build your document automation processes via coding solutions for you and finding things in your reports to automate. Your instructor has 20+ years of experience creating document automation processes in his firm, including a “type it once” philosophy to make data work for you, as well as the ability to bring things seamlessly from your spreadsheet program into your document program.
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Who Should Enroll
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|
| GA | CE | 4 | Synchronous | 07/02/2026 | 12/31/2028 | 39-80256 (Atlanta Area Chapter) | ||
| SC | CE | 4 | Synchronous | 07/08/2026 | 08/31/2026 | 20-1388088 (Atlanta Area Chapter) |
Course Objectives
Attendees Will Learn about and Discuss:
- How to Set Up Your Computer for Document Automation
- How to Create Macros / Add-Ins (w/ w/o AI) to Handle Repetitive Tasks
- How to Create Quick Parts and Auto Correct / Auto Fill Functionality
- How to Create and Amend Pull-Down Lists
- How to Type Data Once and Repeat It Throughout Your Report
- How to Use Data Typed Once to Create New Text, Images, or Calculated Data
- How to Format Generated Text, Images, or Calculated Data
- Create Templates to Handle All Appraisal Types/Needs
- Create Add-On Sections to Handle Atypical Appraisal Types/Needs
- Live Demonstration of Document Automation
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Early-Bird
Today thru 08/14/2026 |
$125.00 | $100.00 |
| Standard
08/15/2026 thru 08/19/2026 |
$150.00 | $125.00 |
Event Information
Schedule:
August 19, 2026 (Eastern Time Zone)
- 12:30 p.m. - 1:00 p.m. - Zoom Login & Roll Call
- 1:00 p.m. – 5:00 p.m. - Class Time / Presentations
Location:
Zoom Livestream
Technology & Participation Requirements:
Equipment:
- Computer or tablet with webcam, mic, speakers
- Reliable internet
- Free Zoom app (no paid account needed)
- Webcam: Must remain on and visible all day
- Environment: Quiet, distraction-free
- ID Verification: Email a photo ID (showing name and photo only) to the Chapter office before the seminar
- Zoom Login Info: Sent via email 24 hours before class (from Suzanne Brockway)
Attendance Policy:
- 100% attendance required for CE credit
- Webcam must be on the entire time
- Roll call and engagement monitored via Zoom
- ID check & gallery view screenshot will be done at start of class
Registrants will receive a separate email from the Chapter Office approximately 24 hours before class, with Zoom login information. Contact the Chapter Office if you have any questions regarding the participation guidelines, at AtlantaAreaChapter@appraisalinstitute.org.
Continuing Education:
The Georgia and South Carolina Real Estate Appraisers Boards have approved 4 hours of continuing education. The Appraisal Institute has approved this seminar for 20 AI CE Points. 100% attendance is required for credit.