2023 Spring Litigation Conference

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Notes

The Northern California Chapter looks forward to welcoming you back to a "LIVE" in-person educational offering!

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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 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 now accepting reciprocal credit; Washington, Alaska, Hawaii, Alabama and Idaho may be among them; there could be others.  In addition, some states outside of California may have additional reporting requirements that the chapter is not able comply with.  Use caution in relying on website approvals as they may not be up-to-date. There is NO examination required for this "live" classroom offering.
  
  

• 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.
  

View additional offerings sponsored by the Northern California Chapter 

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2023 SPRING LITIGATION CONFERENCE
Listen. Participate. Learn.

Our 2023 Spring Litigation Conference presents advanced topics to appraisers interested in litigation work. This is a chance to sharpen your knowledge and broaden your practice by listening to some of the top experts in the region. 

Secure your spot (seating is limited) for a “live” / in-person offering as we return to one of our favorite East Bay locations – Preservation Park!  Located adjacent to Oakland’s central business district and 2 blocks from BART, Preservation Park offers a closer look into the heart of Oakland.

Topics include
Project Impact
– Blight / Enhancement

The Path to Competence in Litigation Work
– The Benefits and Potential Pitfalls

Deposition and Cross-Examination

Mind Your Business, Mind Your Stuff!
– The Interplay of Real Estate, Goodwill, and Fixtures & Equipment in Litigation Appraisal

Cases of Consequence
– Legal Authorities that Could Impact Your Appraisal Evidence at Trial

Presenters include
– Andrew J. Turner, Esq., Turner Law
– Robin Thornton, Fennemore Law (formerly Wendel Rosen)
– Richard G. Paddock, Certified Residential Appraiser, Paddock Appraisal Services, Inc.
– Bruce Hahn, MAI, SRA, CCIM, Real Estate Appraiser & Analyst
– Richard Marchitelli, MAI, CRE, FRICS, Executive Managing Director, Cushman & Wakefield
– Alan Sozio, Partner, Burke Williams & Sorensen, LLP
– Kevin Blair, ASA, Partner, Desmond, Marcello, & Amster
– Marcus Pigrom, ASA, Partner, Desmond, Marcello, & Amster
– Eric Schneider, MAI, SRA, AI-GRS, Senior Appraiser, Jones, Roach, & Caringella
– Steven A. Ellenberg, Esq., Hopkins Carley

View additional offerings sponsored by the Northern California Chapter

Cancellation Policy

Cancellations

Written cancellations received by Thursday, April 27, are subject to a $35 cancellation fee.  Cancellations received after that time but prior to noon on Thursday, May 4, are subject to a $55 cancellation fee.  No refunds for cancellations received after May 4 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 if sufficient registrations are not received by April 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.

Additional Information

Location
Preservation Park - Nile Hall
668 13th Street
Oakland, CA  94612
Directions

BART and Nearby Parking

• Preservation Park is conveniently located within a short walk of the 12th Street / City Center BART Station; take the John Williams Plaza Exit once you arrive at the 12th Street BART Station.
• Parking may be available at the City Center West Garage located across the street from Preservation Park; enter off of Jefferson Street or Martin Luther King, Jr. Way.  Drive-in Rate is $8/hour ($48 Daily Max); rate subject to change. Online pre-purchased parking may be available at a discounted rate.
  
• Parking is not available within the gates of Preservation Park

Program Hours
Onsite check-in, modified continental breakfast and networking will begin at 8:00am (Pacific Time) on Thursday, May 11.  "Live / in-person" Instruction will run from 8:30am – 4:45pm (Pacific Time).  Boxed lunches will be provided.  Post conference - skip the traffic!  Stay to join us for a Wine and Cheese Networking Reception.  There is no exam associated with this CE offering.  

Program Materials
At present there are not any materials available for advanced distribution.  When materials become available for download, a special email link will be sent from the Northern California Chapter Office; these materials will not be available 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.  

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. Registrants should be sure their appraiser license/certification numbers are entered in the AI registration (MyAccount) system 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.  Incomplete or expired information results in the inability to download certificates from your AI MyAccount portal.

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

BREA Continuing: 2023 Spring Litigation Conference is being submitted for 7-hours of BREA CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  

BREA Basic/Qualifying: 2023 Spring Litigation Conference is not approved for BREA qualifying education (QE) credit.

State Board of Equalization: 2023 Spring Litigation Conference is being submitted for 7-hours of SBE Training Credit 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.  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.

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 & Receipts

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@sac-ai.org
• lisa@norcal-ai.ccsend.com

Any last minute updates to this offering will most likely be sent from lisa@norcal-ai.ccsend.com.  Receipts can also be downloaded directly from your Appraisal Institute MyAccount portal.

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 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 email delivery.

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

Disclaimer Information

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 chapter; add this address to your accepted list of emails - lisa@norcal-ai.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 is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.

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.