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The Appraiser as an Expert Witness: Preparation & Testimony

    Date: October 3 - 4, 2019   Location: Tampa, FL
Category  Other [Oth]  
Level  III  
Attendance Hours  15.0  
Exam Hours  1.0  
Current Price  $ 375.00 AI Price *  
$ 400.00 Full Price *  
* SAVE! early registration
John R. Underwood, Jr., MAI, SRA  
City  Tampa  
State  FL  
Zip  33688  
Phone  (139) 632-503_  
Click Here to check state approvals
  Sponsor / Contact  
Chapter  Florida Gulf Coast
Contact Name  Nancy J. Bachor  
Phone  (813) 962-4003  
Fax  (813) 962-4006  

Refreshed & Revised Version Now Available!

This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques and a mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

Upon completion of the course, participants should be able to:
• Describe the general process of a lawsuit involving real property valuation
• Understand the mechanics and strategies of a deposition and direct testimony
• Understand the requirements to successfully communicate and defend an opinion of value in a courtroom setting

Note: This course is in the Litigation Professional Development Program. For more information, click here.

Table of Contents and Overview (PDF)
Schedule (PDF)

• Experienced residential and general appraisers interested in exploring litigation valuation as a specialty

• Real estate professionals

• Users of appraisal services

• Attorneys
• A basic-function calculator is required. There are math problems in this course but none that require the use of a financial calculator for either the course or the exam. Certain math functions are easier to perform on a calculator such as the HP-12C, but a basic-function calculator also performs the functions. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
Basic Appraisal Principles
Basic Appraisal Procedures

Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

  For Further Reading  
  The Appraiser as an Expert Witness: Preparation & Testimony  
  Real Property Valuation in Condemnation  
  Applications in Litigation Valuation: A Pragmatist’s Guide  
Cancellation Policy
  • Up To 15 days prior to program start date, $30.00 cancellation fee.
  • 7 - 14 days prior to program start date, $100.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
  Transfer Policy
  • Up To 15 days prior to program start date, $30.00 transfer fee.
  • 7 - 14 days prior to program start date, $50.00 transfer fee.
  • Less than 7 days prior to program start date, no transfer allowed.
Attendance: One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements. Students should not be late or leave early. If you are late or leave early you will not receive credit.

State Certification: Students should contact their specific state to determine current education approval and requirements. Please follow the link above under locations to verify certification in your state.

Class Materials: Will be distributed at the class (unless you paid the reduced fee for the download materials).

Download Materials: If you requested a download of the class materials, please bring a printed copy with you or have it loaded on your laptop for viewing.

IMPORTANT: Bring a copy of the downloaded materials with you or have them loaded on your laptop. You cannot attend the class without materials. No additional materials will be available at the class.

ENROLLMENT CANCELLATION NOTICE All enrollment cancellations must be submitted in writing via fax 813-962-4006 or email A confirmation of your cancellation will be e-mailed once it is processed by the Chapter office. See details regarding cancellation fees. Weather and/or Emergency Procedures for courses and seminars: In the event of bad weather or a state of emergency, call the chapter office at (813) 962-4003 for any message about the status of the class. If there is no message, the class will continue as scheduled. In the event the class needs to be cancelled due to bad weather, you will be notified of new class date.

Program materials can be downloaded by the student.

  Additional Information  
Class Location: Tampa, FL - Exact location to be announced.

Class Hours will be 8:30 AM - 5:00 PM each day. There will be a one-hour exam on the 2nd day from 4 PM - 5 PM. You will be on your own for a one-hour lunch break.

Florida FREAB Approval: 15 hours CE credit #0007081

Appraisal Institute: 150 Points (Attend Only) or 200 Points (Attend and Pass Exam)

COURSE MATERIALS will be distributed at check in to those students who elected to receive printed materials when they registered. However, if you elected to download the electronic version of the course materials, be sure and bring them with you on a laptop or reader each day.

CERTIFICATES OF COMPLETION will be e-mailed from the National office in Chicago within fifteen (15) business days after the completion of the course.

Student Rosters: Students that do not wish to have their name, address, phone number and email address published to other students in the class must notify the Chapter at least five (5) days prior to the beginning of the course.

Tampa Bay Area Activities:
- Tampa Bay Rays Baseball -
- International Plaza -
- Busch Gardens -
- Adventure Island Water Park -
- The Florida Aquarium -
- Tampa Bay History Museum -
- Sundial Waterfront District, St. Pete -



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