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2016 SCCAI Summer Conference

CALL   Date: July 12, 2016   Location: Cerritos, CA
  Local Area Topics  
Category  Electives [E]  
Attendance Hours  8.0  
Current Price  $ 125.00  
Name  Sheraton Cerritos Hotel  
Address  12725 Center Court Dr.  
City  Cerritos  
State  CA  
Zip  90703  
  Sponsor / Contact  
Chapter  Southern California
Contact Name  Lianna Ayala  
Phone  (818) 957-5111x20  
Fax  (818) 957-0702  
Thanks to our amazing sponsors we are able to offer this event at a discounted price! Includes Breakfast, Lunch, Breaks and Free Parking!


8:00am – Welcome and Introductions
Bob Dietrich, MAI – Summer Conference Co-Chair
Russel Babbitz, MAI, SRA – 2016 SCCAI President

Expert Witness 101 – How Appraisers Can Work (Better) with Attorneys
Litigation: Troy Martin, Esq. – Lurie, Zepeda, Schmalz, Hogan & Martin
Trust & Estate Planning: Eric Bardwell, Esq. – Jeffer Mangels Butler & Mitchell LLP
Real Estate Legal Considerations: Marc Benezra, Esq. – Baker Hostetler

Condo Development & Feasibility
There are literally thousands of new condominium developments coming on line in downtown Los Angeles and other parts of Southern California. What are the main drivers in the market? How can you accurately measure feasibility and highestand best use for new projects?

William J. Drewes, MAI – Valuation Services Director, Colliers International
Michele Kauffman, MAI – Executive Director, Cushman & Wakefield

10:25 Morning Refreshment Break

Crowd Funding – “The Future in Commercial Real Estate Financing – Without an Appraisal!”
Is this legal? Is this ethical? Are you competent to perform an assignment if the intended use is Crowd Funding? Is Crowd Funding covered by FIRREA? Is Crowd Funding a lending practice that is federally related? What does USPAP say about Crowd Funding? If you don’t know, then come meet the industry experts in syndication, crowd-mentality investing and the private financing and find out if you have what it takes to perform services when the intended use is for Crowd Funding.

Elizabeth Braman, CCIM –
Gene Trowbridge, Esq., CCIM
Ryan Grantio - Fundrise


The New and Improved MLS...TIPS AND TRICKS – Miguel Ramos
Miguel Ramos has over 20 years of experience within the Real Estate industry. He is passionate about teaching and he has been a witness to the evolution of the MLS System.
•Matrix Robust CMA Search Engine w/ Map Search & Drawing Tools
•Overview of Comparable Properties Using 1004 Market Conditions Summary
•Through constant growth and data sharing, CRMLS Matrix is the most reliable source for the most accurate and clean data.
•Tips and Tricks to search and export more efficiently
•Using Realist Tax 2.0 to fill in the blanks
•Why a statewide MLS will help your business
Please note: this will be a LIVE demonstration, not a PowerPoint.

11:55am – Lunch with Speakers

Mike Belote, President / Lobbyist – California Advocates, Inc.
Mr. Belote will provide an update on current and pending state and federal legislation including Standards for Valuation Practice, energy efficiency valuation, the ASC Advisory Committee and other California and national initiatives and changes that directly impact practicing real estate appraisers.

Michael Belote has over 30 years’ experience in representing a variety of clients before the Legislature and state regulators. Before joining California Advocates, Mike worked as a legislative advocate for the California Society of Certified Public Accountants followed by the California Association of Realtors.

Scott W. DiBiasio is the Manager of State & Industry Affairs for the nearly 20,000 member Appraisal Institute. Based in the real estate appraiser trade association’s Washington, D.C. office, Scott is responsible for tracking state legislative and regulatory issues affecting the real estate appraisal profession across the country.


Intangibles Asset Valuation
Many types of real estate are often valued as going concerns. There are several reasons that require intangibles to be separated from real estate (lending, property taxes, financial reporting, etc.) This panel will look at the basic methods for valuing intangibles, and then address some practical examples of how intangible values should be allocated. The panel will also look at recent case law on the issue.

Bob Dietrich, MAI, Senior Valuation Services Director, Colliers International
Justin Glasser, MAI, Managing Director, Cushman & Wakefield – San Diego


Current Legal Issues Facing Real Estate Appraisers
In today’s economic climate, real estate appraisers are increasingly facing legal action from parties other than their clients. This segment will examine the legal basis for negligent misrepresentation claims by third parties, including specific cases. It will also address steps that appraisers can take to help protect themselves against third party claims.

Scott Mahler, Esq. Partner - Garrett & Tully, P.C.
Scott is an experienced litigator whose practice focuses on business litigation, real estate litigation and professional liability. He has successfully represented clients at trial and binding arbitration.


“Resilience by Design” and the Los Angeles Earthquake Retrofit Law
• What buildings are affected by the new law?
• What does the new law require?
• What are its potential cost impacts?

Wayne Kalayjian, PE, CFE – Deloitte Advisory Los Angeles
Wayne is a Senior Manager in the Capital Project Group of Deloitte’s Financial Advisory practice. His expertise includes program management and controls, fraud investigations, forensic accounting, litigation support and expert testimony.Wayne is also a licensed Civil and Structural Engineer in several states, with expertise in seismic analysis and building retrofit design.

David Funk, S. E. – Principal John Labib + Associates Structural Engineers
Mr. Funk has been involved in a wide variety of projects including residential, adaptive reuse, seismic retrofit, new commercial, high and low rise residential, and design-build government projects. Mr. Funk is responsible for structural concepts, structural design, coordination, and construction supervision within John Labib + Associates. Mr. Funk has over 13 years of engineering experience, and has completed projects with innovative design concepts including non-linear analysis and historic structure analyses and seismic mitigations. David won a 2008 Excellence in Structural Engineering Award from the Structural Engineers Association of California for the seismic retrofit of the Historic Metro 417 building in downtown Los Angeles.


Appraising Proposed Residential Construction for Lenders
Alex Gilbert, VP, Senior Residential Appraiser, California Bank & Trust
Alex Gilbert is a California certified residential appraiser currently managing the residential appraisal process for California Bank & Trust. Prior to transitioning into appraisal management, he worked as a staff appraiser for Bank of America, Citibank and Bay View Bank in the SF Bay Area. Alex is an AQB certified USPAP instructor and has been teaching appraisal courses since 1998.

3:20pm – afternoon Refreshment Break

Bankruptcy Panel
How are real estate valuations used in Bankruptcy Court? What are some of the things appraisers need to know about preparing valuations for Bankruptcy? This panel will include two practicing attorneys who specialize in bankruptcy and creditor rights. They will cover an overview of the bankruptcy process and how appraiser’s services are used in these matters.

Robert J. Miller, Esq. – Bryan Cave LLP
Richard Golubow, Esq. – founding member and the managing shareholder of Winthrop Couchot Professional Corporation.

5:00pm – Concluding Remarks
Allen Greer, MAI, AI-GRS – Chair
Bryan Vick, MAI – Co Chair

Cancellation Policy
  • Up To 15 days prior to program start date, $50.00 cancellation fee.
  • 2 - 14 days prior to program start date, $100.00 cancellation fee.
  • Less than 2 days prior to program start date, forfeit of payment.
This Educational Program (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.

Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

For scannable exams, written notification of results will be sent to the examinee approximately 15 business days from the date of receipt of the exams at the national office.
Certificates of completion for continuing education will be sent to the student in approximately 15 days from the date of the class. Express Grading is available. For more information contact the national office at (312)335-4207.

Program materials will be picked up at the site.
  Additional Information  
Lunch Sponsor:
Liability Administrators & Insurance Services

Break Sponsors:
Colliers International VA
California Regional MLS

Event Sponsors:
Eric Garfield, MAI
Steven Norris, MAI
Everett Allen Greer, MAI, AI-GRS

Apartment Building Appraisers, Joseph Queen
Valbridge Property Advisors, John Penner, MAI









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