Capital Reserve Studies: A Business Opportunity for Appraisers

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Notes

Seminar Description:  

This seminar will explore the necessity of reserve studies in light of the Surfside aftermath. The Champlain Tower situation will be introduced, followed by an introduction into reserve studies for students who never did a reserve study before. The seminar will systematically explore reserve study users, FS 718, budget comparisons, funding models, component list, and will explain the two major analysis parts – physical inspection/analysis and financial analysis. An example of 100% funded calculation will be presented at the end of the seminar.

Learning Objectives:

• How an appraiser can assist associations with reserve studies

• Could the Surfside disaster be avoided?

• How to conduct a proper inspection for a reserve study

• How to develop a component list as basis for the reserve study

• Introduction to funding models (pooled vs. component)

• What does it mean to be 100% funded?

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Cancellation Policy

Up to 15 days before - $15 cancellation fee

2-14 days - $35 cancellation fee

Day of seminar - No refund

Additional Information

Class Schedule:

Login and Roll Call:  12:30 – 1:00 pm

Class Instruction:  1:00 – 5:00 pm

 State CE Credit:  This is a live stream/virtual/synchronous class and is only approved for Florida Real Estate Appraisal Board continuing education credit.  For other states, you should determine current education approval and requirements.

 Continuing Education Credit:

Appraisal Institute: 20 points

Florida Real Estate Appraisal Board:  4-Hours, 0010371 – live stream/synchronous – Region X of the Appraisal Institute

 

 

 

Disclaimer Information

Please note:  This class will be held by live stream /synchronous interactive classroom technology via Zoom.  Students are required to have a computer, webcam and microphone.  It is the student’s responsibility to have the required equipment to participate and receive continuing education credit.

 Live stream/Virtual/Synchronous Classroom Guidelines:

·         Students must have a computer, webcam and microphone capabilities to participate and receive continuing education credit.

·         The instructor must be able to physically see and interact with all students and students must be able to interact with the instructor.

·         A copy of your driver’s license must be emailed to the Chapter Office as verification after you have registered and prior to the start date.

·         You will receive a separate email from the chapter office with log-in access information.  Please contact the chapter office if you have any questions regarding the participation guidelines at info@gulfcoastai.org.  

·         Class materials will be emailed to you prior to the class.

 Disclaimer:

State CE Credit:  This is a live stream/virtual/synchronous class and is only approved for Florida Real Estate Appraisal Board continuing education credit.  For other states, you should determine current education approval and requirements.

 Continuing Education Credit:

Appraisal Institute: 20 points

Florida Real Estate Appraisal Board:  4-Hours, 0010371 – live stream/synchronous – Region X of the Appraisal Institute

 Attendance Requirements:

·         Attendance will be monitored throughout the class.

·         Students are required to hold up photo ID at roll call, if requested.

·         Students are required to be visible on the virtual platform during the entire class – 100% attendance policy applies.

·         Instructors will direct questions to each student. 

 

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.