Marketing and Selling Appraisals: A Data Driven Approach

* * * * * Please carefully 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

Important Items to Know / Understand Before Registering

• If you are seeking credit from a state outside of California, check with your state licensing board to make sure that it will grant approval for (1) an out-of-state synchronous (formerly called "virtual") classroom offering, (2) accepts reciprocal credit if approved in the host state and/or (3) accepts offerings from an out-of-state provider prior to registering. This is a chapter-developed program; we are not submitting for credit from states outside of California.  However, we are hearing that more states are may now be accepting reciprocal credit; Washington, Delaware, Alaska, Hawaii, Ohio, Colorado, Tennessee and Idaho could be among them; there may be others.  In addition, some states outside of California may have additional reporting requirements that the chapter is not able comply with.  There is NO examination required for this synchronous (virtual) offering.

• Photo IDs are Required in Advance.    As part of the required attendance monitoring for synchronous classroom offerings, all students need to provide the Chapter Office - lisa@norcal-ai.org with a copy of their Photo ID/Driver's License upon registering.  IDs need to be submitted even if you have attended a prior chapter-sponsored offering. In the subject line of your email type -"DL - [ insert your last name] – Marketing Nov 2025". The ZOOM log-in information can only be forwarded to those who provide their photo ID/DL in advance.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * 

WEBINAR HOURS
Online check-in, system check and networking will begin at 3:15pm (Pacific Time) on Thursday, November 13. The program will begin promptly at 3:30pm (Pacific Time) and will conclude at 5:30pm. 

REQUIRED EQUIPMENT
This offering falls under the requirements for synchronous (formerly virtual) classroom education. Under this approval, registrants must have the following equipment so that they can see the presenter and the presenter/program monitor can see them: Dependable Internet access, computer with webcam, speakers and microphone. Webcams and microphones are built-in on most laptops. 

• All equipment must be in working order. If the instructor/program monitor cannot see or hear the registrant; continuing education credit is jeopardized. 
• If you have prior experiences with unstable Internet or computer equipment, make alternative connection arrangements in advance
• To help ensure receipt of CEC, only one registrant can be visible per webcam at all times. 
• Registrants will connect using ZOOM interactive technology. 
• The phone "call-in" only option is NOT an approved connection mode for those seeking CEC credit for this offering.

CONTINUING EDUCATION
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 10 AI CEC points.  

BREA Continuing: An application for 2-hours of BREA CEC is being submitted.  Full (100%) attendance is required for BREA CEC (continuing education credit); there is no exam for this CEC offering.  

BREA Basic/Qualifying:  This offering is not approved for BREA qualifying / basic education (QE/BE).

Seeking Credit Outside of California? It is up to the registrant to check with his/her state licensing board(s) prior to registering to ensure that his/her state accepts (1) synchronous (virtual classroom) education, (2) credit from an out-of-state provider and/or (3) determine if his/her state accepts reciprocal credit with California.  Some states may have special reporting requirements that the chapters are not able to comply with. This offering is being conducted under the TAF (AQB/ASC) guidelines for synchronous classroom education.  Typically, IRWA, ASFMRA and ASA offer reciprocal approval for AI offerings; check with these organizations directly before registering to re-confirm especially since this is a synchronous classroom offering. Attendance requirements will be strictly enforced; 100% attendance required. Partial credit is not available.

Need CEC for this Offering? Update your AI Portal Now. Registrants should be sure their appraiser license/certification numbers are entered in the Appraisal Institute's registration portal (MyAccount) or a certificate will not be generated.  License numbers are listed under "Profile" in your AI Student Portal (MyAccount) or can be added as “Other” License.  Allow 15-working days from the program date for verified attendance certificates to be available for download from your AI MyAccount portal. Exception:  SBE verifications will be sent directly to SBE; allow a minimum 15-working days after the event date for SBE to post.

CONFIRMATION EMAIL PAYMENT RECEIPT
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
• aiservice@appraisalinstitute.org
• noreply@appraisalinstitute.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).  

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)

Be sure that you can accept emails from these email addresses, or these important emails may default to your spam / junk files.

Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.

Receive Important Program Updates.  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 may need to enlist the assistance of their IT Department to insure timely email delivery.

PHOTO ID/ DL REQUIRED IN ADVANCE
As part of the required attendance monitoring for synchronous classroom offerings, all students need to provide the Chapter Office (lisa@norcal-ai.org) with a copy of their Photo ID/Driver's License upon registering. This information is used strictly for photo verification. You may cover any personal information with the exceptions of your pre-printed name and photo. Easy Tip: Using electronic means or cut-to-size Post-It Notes to cover/block non-exception personal info before taking a picture of your ID/DL with your phone or sending a scanned copy to lisa@norcal-ai.org. In the subject line of your email type -"DL - [ insert your last name] – Marketing Nov 2025". The ZOOM log-in information can only be forwarded to those who provide their photo ID/DL in advance.

ZOOM LINKS and ASSISTANCE
The ZOOM link will be sent within 24-48 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 using ZOOM and learn more about this interactive platform.  
• Be sure that your version of ZOOM is up-to-date

DISCLAIMERS
By registering for this event, you agree that

• your attendance may be recorded, photographed, and/or monitored at any time
• you will provide the Chapter Office with a copy of your DL/Photo ID in advance (even if you have provided it previously)
• will accept emails from the Northern California Chapter
• 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 the synchronous (virtual) learning (zoom, Go2, etc.) platform selected for this offering based on program logistics or necessity
• if you have been professionally diagnosed as physically or learning disabled and may require special accommodation, please notify us in writing at least two weeks in advance to arrange for reasonable accommodation
• we reserve the right to substitute speakers/panelists or even cancel this event due to circumstances beyond our control
• as an attendee, you will not record this offering
• neither the Appraisal Institute nor the Northern California Chapter are responsible for technical difficulties, glitches or interruptions that a registrant may experience that compromises his/her attendance requirement

CANCELLATIONS
Written cancellations received by Thursday, October 30 are subject to a $10 cancellation fee. Cancellations received after that time but prior to noon on Thursday, November 6, are subject to a $15 cancellation fee. No refunds for cancellations received after November 6 or for program "no shows". Cancellations can be emailed to lisa@norcal-ai.org.

We reserve the right to substitute instructors, to cancel or modify this program (change presentation platforms, etc.) if sufficient registrations are not received by October 30 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 l visit our website l  lisa@norcal-ai.org

View additional offerings sponsored by the Northern California Chapter