Business Practices and Ethics

Date: June 24, 2022

Location: Lafayette, CA

Northern California Chapter
Ms. Estes
Lafayette Library & Learning Center
Commumity Hall Room
3491 Mt. Diablo RoadLafayette, CA 94549
Lisa M. Estes
Dawn M. Molitor-Gennrich, SRA, AI-RRS

Continuing Education
Class Time: 6 Hours
Exam Hours: N/A



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

View additional offerings sponsored by the Northern California Chapter 

CEC Approvals: Approval outside of California or acceptance of out-of-state providers cannot be guaranteed.  If you are seeking credit for this offering from a state outside of California, check directly with your state licensing board(s) - before registering - to make sure that they will accept credit from an out-of-state provider.  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.

There is NO examination required for this 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.


Course Materials Include:

  • Course Handbook (237 pp.)
  • AI Professional Practices Booklet Supplement (152 pp.)

Note. The AQB approved this course for 6 hours of CE. Check with your state for approved credit hours.

Cancellation Policy


Written cancellations received by Friday, June 10, are subject to a $35 cancellation fee.  Cancellations received after that time but prior to noon on Friday, June 17, are subject to a $55 cancellation fee.  No refunds for cancellations received after June 17 or for program "no shows".  Cancellations can be emailed to

We reserve the right to substitute instructors, or to cancel or modify this program if sufficient registrations are not received by  June 3 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

Lafayette Library and Learning Center
Dan Tantzin Community Center (at street level Mt. Diablo Boulevard)
3491 Mt. Diablo Boulevard
Lafayette, CA 94549

BART and Onsite Parking

  • The Lafayette Library and Learning Center is conveniently located within a short walk of the Lafayette BART Station
  • Parking is available on-site at the LLLC; access garage via Golden Gate Way. Street parking is also available.

Program Hours and Materials

Onsite check-in will begin at 8:00am on Friday, June 24.  "Live / in-person" Instruction will run from 8:30am – 3:30pm (Pacific Time).  There is no exam associated with this offering.

Beginning 4 weeks prior to the offering, all students will have access to the downloadable course materials. If you would like hardcopy (printed) materials sent to you in advance, both a print fee of $25 and a shipping fee (TBD) apply. [Note: Shipping fee is calculated at the time of online check-out.]

Tips on Downloading the Course Handbook
Students are strongly encouraged to have pre-printed (rather than electronic) materials easily accessible to enhance the learning experience

  • Log in to My Account (
  • Select Education & Events (right sidebar)
  • See list of all offerings, scroll to Business Practices and Ethics and select View
  • You will now see a box that contains downloadable program materials
  • Click link(s) to download:

  • Course Handbook (237 pgs.)
  • AI Professional Practices Booklet Supplement (152 pgs.)

Need Assistance? If you have any questions or difficulty in accessing the electronic course materials required for this offering, please contact the Appraisal Institute's Education Delivery Department directly at 312-335-4207 or  

However, if you paid for printed materials to be pre-shipped, and you are not in receipt of them within 4 weeks of the offering date, contact AI's Education Delivery Department directly at 312-335-4207 for immediate assistance.  

Required Texts 
There are no additional required texts for this offering.

Required Equipment 
While not required, some registrants may find a viewing device (ipad, phone, or laptop) helpful during instruction.  Note:  Electrical outlets are 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.

Appraisal Institute: Full attendance (100%) enables Designated Members and Practicing Affiliates to receive 30 AI CEC points.  This course is just one of the programs AI professionals have to complete to meet their AI Standards requirement.  Other offerings may include USPAP 7-Hour and/or USPAP 15-Hour

BREA Continuing: Business Practices and Ethics has been approved by the BREA (#19CP754601363) for 6-hours of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement.  

BREA Basic/QualifyingBusiness Practices and Ethics is not approved for BREA qualifying education (QE) credit.

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.

NEW! 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
  • 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) COMPLETE EVALUATION FORM and (2) 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

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

 If you do not receive emails on a regular basis from the Northern California Chapter (, 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.

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 -
  • 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

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.