Vineyard Valuation 2022

Date: November 4, 2022

Location: Santa Rosa, CA


Sponsor:
Northern California Chapter
Contact:
Ms. Estes
Phone:
(925)932-7753
Email:
lisa@norcal-ai.org
Website:
http://www.norcal-ai.org/
Name:
American AgCredit Headquarters
Address:
400 Aviation Boulevard, Ste 100
Santa Rosa, CA 95403
Contact:
Lisa M. Estes
Phone:
925-932-7753
Speakers:
Camozzi, Maria / Bitter, Jeff / Oldford, Donna / Ha, Christine / Lim, Sean / Correia, Tony / Cadigan, Nick / Gregg, Mark / Lashinski, Michelle

     

Notes

View additional offerings sponsored by the Northern California Chapter

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 and more states are now accepting reciprocal credit; Washington, Alaska, Hawaii 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.  There is NO examination required for this chapter-developed CE 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.

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Our most popular one-day seminar returns “LIVE” in the Fall of 2022!

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
– Vineyard Valuation 101
– Vineyard and Winery Permitting & Entitlements
– The Income Approach:  Taking a Deep Dive
– Trends in the Wine Industry and Vineyard Land Values
– Vineyard Appraisal Roundtable


Panelists include
Nick Cadigan, MAI, Senior Appraiser, American AgCredit
Maria Camozzi, Appraiser, American AgCredit
Jeff Bitters, President, Allied Grape Growers
Donna Oldford, Principal, Plans4Wine
Sean Lim, MAI, Valuation Lead / Senior Appraiser, American AgCredit
Tony Correia, Owner, The Correia Company
Mark Gregg, ARA, Senior Appraiser, American AgCredit
Michelle Lashinski, Appraiser, American AgCredit

View additional offerings sponsored by the Northern California Chapter

Cancellation Policy

Cancellations

Written cancellations received by Friday, October 21 are subject to a $35 cancellation fee.  Cancellations received after that time but prior to noon on Friday, October 28, are subject to a $55 cancellation fee.  No refunds for cancellations received after October 28 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  October 14 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
American AgCredit
400 Aviation Boulevard, Suite 100 (enter near the flag pole)
Santa Rosa, CA 95403


Parking

  • Ample complimentary parking is available onsite


Seminar Hours
Onsite check-in will begin at 8:00am (Pacific Time) on Friday, November 4. Seminar instruction will run from 8:30am – 4:30pm; there is no exam associated with this chapter-developed CE offering.  Modified continental breakfast, beverages throughout the day and a post-seminar networking reception are included with your tuition fee.   By registering for this offering, you agree that your attendance may be monitored and/or recorded.


Required Texts / Materials 
Materials for this offering are not available for download from your AI MyAccount portal.  However, If materials become available prior to the offering, you will be sent a link via email to download.  Be sure that you can accept emails from lisa@norcal-ai.ccsend.com


Equipment 
Attendees should bring pen/pencil and paper for taking notes.  There is no required equipment for this offering.  Some students may prefer to take notes or view the materials on a laptop or iPad.  Note:  Electrical outlets are very limited.  Those bringing electronic devices are responsible for bringing their own power strips / extension cords.


Education Credit Hours and Attendance Verifications
Those who check in late, leave early or leave during non-scheduled breaks may jeopardize receipt of credit.  

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

BREA Continuing: Vineyard Valuation 2022 is being submitted to the California BREA for 7-hours of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.

BREA Basic/QualifyingVineyard Valuation 2022 is not approved for BREA qualifying education (QE) credit. 

SBE (State Board of Equalization) Vineyard Valuation 2022 is being submitted for 7-hours of California SBE Training Credit for Assessors who meet the 100% attendance requirement.


If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) to make sure an out-of-state offering will be accepted before registering.  We are not submitting this offering for pre-approval from states outside of California.


NEW! Attendance Verification Process Effective 10/01/19
Registrants should be sure their appraiser license/certification numbers are entered in the registration system or a certificate will not be generated.  License numbers are listed under Profile in your Student Portal or can be added as “Other” License.  

Verified attendance certificates will be available within 15 working days by

  • Logging into My Account https://www.appraisalinstitute.org/; red tab
  • 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 RETRIEVE CERTIFICATE

Note:  Effective 10/01/19 students will be 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.

SBE Certificate Exception:  California SBE certificates will be sent via email within 15-working days of the offering.


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: 

In addition, details regarding logging into the seminar will be sent separately from lisa@norcal-ai.ccsend.com


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

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 venues 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: 
Neither the host facility nor the Appraisal Institute are 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.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.