Getting It Right from the Start: A Workout Plan for Your Scope of Work

Date: July 23, 2021

Location: Virtual Classroom, CA

Northern California Chapter
Ms. Estes
It's a Virtual Offering
It's Virtual - Learn Where it is Comfortable and Convenient for You!
Virtual Classroom, CA
Stephanie C. Coleman, MAI, SRA, AI-GRS, AI-RRS
READ through all the information listed below before selecting the "Register Now" button for details on timing, required equipment, virtual and out-of-state CE approvals, etc.

Continuing Education
Class Time: 7 hours
Exam Hours: N/A



The ZOOM link has been sent to all registrants who forwarded their DLs/Photo IDs in advance.

View additional offerings sponsored by the Northern California Chapter

It is the student's responsibility to have the required equipment: Dependable Internet access, computer with webcam, microphones and speakers. The instructor / monitor must be able to see / view students throughout the offering and the students must be able to view the instructor and/or the instructor's presentation. Most laptops have the webcam, microphones and speakers built-in.

IMPORTANT: 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 (1) virtual classroom credit and/or (2) credit from an out-of-state provider.  Use caution in relying on information that appears on websites as some states do not consider "virtual" classroom education equivalent to "classroom" education.  This is a nationally-developed Appraisal Institute program so credit may be available from other states.  However, some states outside of California may have additional reporting requirements that the chapter is not able to comply with.


Cancellation Policy


Written cancellations received by Friday, July 9, are subject to a $15 cancellation fee.  Cancellations received after that time but prior to noon on Friday, July 16, are subject to a $35 cancellation fee.  No refunds for cancellations received after July 16 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 July 1 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.

Questions? Contact Us
Northern California Chapter

Additional Information

Seminar Hours and Materials
Online check-in will begin at 8:00am (Pacific Time) on Friday, July 23.  The early check-in allows students an opportunity to test their equipment, as well as, time to network with other attendees.  Instruction will run from 8:30am – 4:30pm (Pacific Time) and will be conducted using ZOOM as the interactive learning platform.  There is no exam associated with this CE offering.  

To enhance your learning experience, registrants are strongly encouraged to pre-download and print the seminar materials in advance and have them readily available during the virtual classroom presentation.

Tips on Downloading the Seminar Handbook and Pre-Class Assignment

  • Log in to My Account (
  • Select Education & Events (right sidebar)
  • See list of all offerings, scroll to Getting it Right from the Start and select View
  • You will now see a box that contains downloadable program materials:

  • Pre-class Memo (1 p.) 
  • Seminar Handbook (205 pp.)
  • Downloads (2.3 MB)

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

Photo ID Required
Upon registering please send a copy of your Driver's License or Photo ID to  Feel free to cover all personal information with the exception of your photo and pre-printed name. Quick tip:  Cover this information with cut to size post-it notes before taking a photo with your phone or scanning.  Without receiving this information, registrants will not be sent the ZOOM log-in link.  In the subject line type "DL -  [enter your last name] - Scope 2021"  before submitting.  ID's should be submitted to the Chapter Office immediately upon completing this online registration.

Required Equipment 
This class will be held via Interactive Technology (ZOOM).  It is the student's responsibility to have the required equipment - Internet access, computer, webcam and microphone.  Some registrants may find a secondary device (ipad, phone, laptop or desktop computer) helpful during instruction to view pre-downloaded materials.

Education Credit Hours and Attendance Verifications
Those who check into the interactive platform late, leave early, leave during non-scheduled breaks or simply "disappear from view" may jeopardize receipt of credit.  Webcams must remain "on" and registrants must remain visible throughout the scheduled instructional periods.  Only one registrant per webcam; webcams cannot be shared.

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

BREA Continuing: Getting it Right from the Start  has been approved by the California  BREA for 7-hours (#20CP754601451of CEC. Licensed/certified appraisers seeking BREA CEC must meet the 100% attendance requirement. [ Note:  This particular offering is based on the "live" version that falls under the temporary exemption for virtual classroom education due to COVID / SIP restrictions.]

BREA Basic/Qualifying: Getting it Right from the Start is not approved for BREA qualifying education (QE) credit.

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 virtual "classroom" offering will be accepted before registering.  Use caution in relying on information that appears on websites as some states do not consider "virtual" education equivalent to "classroom" education.  This is a nationally-developed Appraisal Institute program so credit may be available from other states.  However, 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: 

In addition, ZOOM details regarding logging into the seminar will be sent separately from one of these emails above, most likely

Disclaimer Information

Special Accommodations:  Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

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, power outages/surges, etc.

Communications: By registering for this event, you agree that your communications may be monitored or recorded at any time and that your contact information may be placed in a roster designed for networking purposes.  In addition, you agree to forward your Photo ID/DL upon registration and accept education related emails from the Northern California Chapter. We reserve the right to switch or change the virtual learning (zoom, Go2, etc.) platform selected for this offering based on program logistics.

Questions? Contact the Northern California Chapter:  The Northern California Chapter is the local sponsor of this virtual classroom educational event.  We can be reached at or by calling 925/932-7753. 

National Disclaimer

Virtual Education Exception

Please note that not all states have approved Virtual education, therefore, registrants MUST CHECK their individual states for approval BEFORE registering for the Program. Before registering for the Program, registrants understand and agree that continuing education credit for this program MAY NOT be available in their state on the date of the Program. The Appraisal Institute is not responsible if credit is not available for the Program in individual states. Please note: State exceptions for virtual education may expire PRIOR to the offering date.

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.