Skip to Content (custom)

    Vineyard Valuation 2024

    More Info Register
    November 15, 2024 Livermore, CA
    Date
    November 15, 2024
    Time
    8:30AM - 4:30PM (PST)
    Sponsor
    Northern California Chapter
    Location
    Wente Vineyards
    5050 Arroyo Road
    Livermore, CA 94550
    Instructor
    Alec Fraser
    Mike Manna
    Joe Orlando
    Glenn Proctor
    Maria Roth
    Ben Slaughter
    Full Price
    $350.00
    AI Price
    $325.00
    Enroll by November 8 and save $45!
    View Pricing Options
    Course Description

    Our most popular one-day seminar returns “LIVE” in 2024!


    The wine industry is a complex and vast market where global trends affect local vineyard values.  This presentation will provide attendees with the history and evolution of vineyard economics throughout the many wine regions of California.  You will learn what factors have led to changing prices, as well as how prices have responded to changing market conditions over the years.


    Topics include

    • Supply and Demand Dynamics
    • Vineyard Managment: Trends and Challenges
    • Vineyard Valuation 201: Advanced Vineyard Valuation Concepts
    • Highest and Best Use Dilemma:  If Not Vines, then What?
    • Winery Valuation
    • A View from the Operational Side: From Vine to Bottle


    Presenters include

    Maria Roth, ARA, American AgCredit
    Ben Slaughter, Arable Advisory Group
    Joe Orlando, ASA, Exit Strategies Group
    Mike Manna, Manna Ranch
    Glenn Proctor, Ciatti Company
    Alec Fraser, Sr. Winemaker, Wente Vineyards


    Plan to stay post seminar, for informal onsite networking and winetasting.

    Who Should Enroll
    Designed for those who appraise or have an interest in appraising vineyards.
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 11/08/2024
    $350.00 $325.00
    Late
    After 11/09/2024
    $395.00 $375.00
    Event Information

    * * * * * Please review the entire section below. * * * * *

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

    It contains IMPORTANT SPECIFIC details about the November offering that you are registering for sponsored by the Northern California Chapter
    https://norcal-ai.org/


    Location
    Wente Winery
    5050 Arroyo Road
    Livermore, CA  94550

    Program Hours

    Onsite check-in, modified continental breakfast and networking will begin at 8:00am (Pacific Time) on Friday, November 15.  "Live / in-person" Instruction will run from 8:30am – 4:30pm (Pacific Time).  Boxed lunches and beverages throughout the day will be provided. 

    • BONUS: Post Seminar - Skip the Traffic!  Stay to join us for a complimentary Wine and Cheese Networking Reception
    • There is no exam associated with this CE offering 

     


    Program Materials

    If and when materials become available for download, a special email link will be sent from the Northern California Chapter Office.  Links will be sent from lisa-norcal-ai.org@shared1.ccsend.com; be sure that you can accept emails from this address so that important offering details do not default to your junk/spam folders.  Program materials will not be available for download in your Appraisal Institute My Account portal.  


    Required Equipment 
    While not required, some registrants may find a viewing device (ipad, phone, or laptop) helpful during instruction.  Note:  Electrical outlets are extremely limited; students will need to bring their own extension cords / power strips.  


    Dress in Layers
    We recommend that you dress in layers as meeting room temperatures are often difficult to control.  As part of the seminar, attendees will be taking a vineyard or winery tour.  Therefore, comfortable walking shoes, a hat, sunglasses and/or sunscreen may be advised. 


    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.  Partial credit is not available. 

    Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 35 AI CEC points.  

    BREA Continuing: Vineyard Valuation 2024 is being submitted for 7-hours of BREA CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  

    BREA Basic/Qualifying: Vineyard Valuation 2024 is not approved for BREA qualifying education (QE) credit.

    State Board of Equalization: Vineyard Valuation 2024 is being submitted for 7-hours of SBE Training Credit pre-approval for assessors; 100% attendance required.


    • 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.  Acceptance of out-of-state providers cannot be guaranteed. It is best to speak directly with a representative from your board rather than relying on information posted to the web.  Some states may have special pre-approval or reporting requirements that the chapter is not able to comply with.  Use caution in relying on website approvals as they may not be up-to-date.  This particular offering is not being submitted for approvals outside the State of California.  
    • IMPORTANT: Registrants should be sure their appraiser license/certification numbers are entered in the AI registration portal (MyAccount) with valid expirations 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.  Verified attendance certificates will be available for download from your AI MyAccount portal within 15-working days of the program.


    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
    • 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 CERTIFICATE

    Note:  Effective 10/01/19 students are 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: 

    (*) 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.

     

    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 may need to enlist the assistance of their IT Department to insure timely email delivery.


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


    COVID Protocols
    All registrants attending a live-classroom offering do so at their own risk.  Each registrant is individually responsible for being aware of and following state, city and county COVID protocols and guidelines.


    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 this 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 Friday, November 1 are subject to a $35 cancellation fee.  Cancellations received after that time but prior to noon on Friday, November 8 are subject to a $55 cancellation fee.  No refunds for cancellations received after November 8 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 Friday, October 31 or at any time 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