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Advanced Spreadsheet Modeling for Valuation Applications

    Date: September 25 - 26, 2019, Take Advantage of our BEST VALUE RATE: Register by 6/14 - Save up to $160!   Location: Lafayette, CA
 
  Course  
Category  Other [Oth]  
Attendance Hours  14.0  
Exam Hours  1.0  
Current Price  $ 425.00 AI Price *  
$ 525.00 Full Price *  
* SAVE! early registration
 
  Instructor  
John H. Urubek, MAI  
    
 
  Location  
Name  Lafayette Library & Learning Center  
Address  3491 Mt. Diablo Boulevard  
   Arts and Science Room  
City  Lafayette  
State  CA  
Zip  94549  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Northern California
Website  www.norcal-ai.org  
Contact Name  Lisa M. Estes  
Email  lisa@norcal-ai.org  
Phone  (925) 932-7753  
Fax  (925) 932-7754  
 
  Description  
This two-day course will teach appraisers to prepare advanced analyses in a simpler manner and with fewer errors. It will appeal to participants with experience in market analysis and highest and best use and also those with experience in applying inferred market analysis. The focus is on problem solving and efficiency while uncovering some of the tools of the spreadsheet program that will strengthen an analysis and increase productivity. Participants will find the applications especially helpful in the areas of market analysis, feasibility analysis, and highest and best use. Gain techniques to solve real-world problems and develop best practices in modeling that can be applied in other situations.

Important note: This course includes the same content as the seminar of the same name. It is now in the Analytics for Valuation Professional Development Program and therefore, an exam was added. For more information, click here.

Upon completion of the course, participants should be able to:
• Recognize best practices and what to consider in financial model development
• Demonstrate how and when to use defined names in cells and ranges
• Identify key inputs in maximum building-size calculations
• Describe how to use key features of a spreadsheet program to easily make complex calculations
• Identify key inputs in land residual analysis

Downloads
Schedule (PDF)
Table of Contents and Overview (PDF)
 
  Audience  
• MAIs or SRAs who want to further their statistics knowledge and skill base

• Residential or general certified appraisers

• Reviewers

• Real estate brokers

• Underwriters
 
  Equipment  
• Laptop
• A four-function calculator is required for the exam. You may use a financial calculator if you prefer. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
• Microsoft Excel 2007 loaded and operational. If you do not have Excel, you may download a free trial version at http://office.microsoft.com/en-us/try/. Please note that this links to the latest version of Excel. There may be minor differences between versions.
Solver Add-in and Analysis Tool Pak. Add-in must be installed prior to class.

Note to Mac users: The course will be taught in Windows using Excel 2007. You will need the latest version of Excel (2011) in order to perform some of the exercises. Also, Microsoft does not support the Data Analysis Tool Pack in Mac Office Excel 2011. However, they do suggest free third-party add-ins with similar functionality.

For more information, click here.
 
  Prerequisites  
• Basic knowledge of spreadsheets, especially in Excel
• Experience in market analysis, highest and best use, and inferred market analysis

Recommended
Using Spreadsheet Programs in Real Estate Appraisals - The Basics or similar course/seminar

Participants 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.
 
  Disclaimer  
Cancellation Policy
  • Up To 14 days prior to program start date, $50.00 cancellation fee.
  • 7 - 13 days prior to program start date, $75.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
      Program Material Policy

Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, you will automatically be charged a $25.00 fee and you may keep the material. Once the fee is charged, your refund will be processed. Material returns are no longer accepted. Contact the offering sponsor for more information.
  • Cancel Offering, $25.00 material fee.
Add "noreply@appraisalinstitute.org" to Your Email Acceptance List
Important reminders, changes, attendance verification, etc. will/may be sent to you from the following email - noreply@appraisalinstitute.org so be sure you are able to accept emails from this address.

Cancellation Policy
Written cancellations can be emailed to lisa@norcal-ai.org. We reserve the right to substitute instructors, change facilities or modify/cancel this program if sufficient registrations are not received by July 31 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.

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.

Notice
Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc. 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.



Program materials can be downloaded by the student or can be shipped directly to the student. If you choose to have the material shipped and do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.
 
  Additional Information  


Course Location
Lafayette Library & Learning Center
Arts & Science Discovery Room
3491 Mt. Diablo Boulevard (at First Street)
Lafayette, CA
925/283-6513

>>>>> Park onsite in the Library's Garage! The limited parking signs in the LLLC garage DO NOT APPLY to this offering; so take advantage of the onsite complimentary parking in the library garage.<<<<

Course Materials and Hours
Onsite check-in will begin at 8:00am on Wednesday, September 25 followed by instruction from 8:30am – 5:00pm. The course will run from 8:30am – 4:00pm. on Thursday, September 26, immediately followed by the 1-hour multiple choice exam. Participants registered two weeks prior to the offering will be sent their hardcopy course materials in advance (unless the “download only” option was selected at the time of registration).

SAVE $15 - Select the "download only" material option. NOTE: Those selecting the "download only" version of materials are strongly encouraged to either print or save them to your laptop hard drive in advance of the offering as Internet access cannot be guaranteed. Hard-copy materials will not be provided to those who select the "download only" option.

Required Equipment
LAPTOPS ARE REQUIRED. A four-function calculator is also required for the exam. You may use a financial calculator if you prefer. Laptops should be preloaded with Microsoft Excel 2007. If you do not have Excel, you may download a free trial version at http://office.microsoft.com/en-us/try/. Please note that this links to the latest version of Excel. There may be minor differences between versions. In addition, the Solver Add-in and Analysis Tool Pak must be installed prior to class. Mac Users: The course will be taught in Windows using Excel 2007. You will need the latest version of Excel (2011) in order to perform some of the exercises. Also, Microsoft does not support the Data Analysis Tool Pack in Mac Office Excel 2011. However, they do suggest free third-party add-ins with similar functionality. For more information, review information contained in the "Equipment" section above. Students are responsible for bringing their own extension cords / power strips, paper & pen/pencil for taking notes and a No. 2 pencil for the exam.

Optional Texts
While the following texts are not required for this offering - they are great additions to every appraisal library and can be purchased directly from the Northern California Chapter - 925/932-7753.

The Appraisal of Real Estate, 14th ed
AI - $103
Standard / Non-AI - $135.50
Add $7.25 for advanced shipment of text

The Dictionary of Real Estate Appraisal, 6th ed (2015)
AI - $103
Standard / Non-AI - $135.50
Add $7.35 for advanced shipment of text

Text prices include CA Sales Tax. All texts are sent via U.S. Mail or UPS. Shipping fees do not apply to pre-reserved texts that are held for pick-up at onsite registration. To order texts, please contact the Chapter Office at 925/932-7753 or pat@norcal-ai.org by September 9.

Education Credit Hours
Full (100%) attendance is required for education credit; partial credit not available.

Appraisal Institute: Full (100%) attendance and successful completion of the course exam enables Designated Members and Practicing Affiliates to earn 200 points; 150 points with full (100%) attendance only (no exam). Partial credit is not available. Note: Those seeking to use this course toward the Valuation for Analytics Professional Development Program, must meet the attendance requirements and successfully complete the course exam.

BREA Basic/Qualifying: Advanced Spreadsheet Modeling for Valuation Applications is not approved for BREA QE/BE credit.

BREA Continuing: Advanced Spreadsheet Modeling for Valuation Applications is approved for 14 hours (#13CP754601087) of BREA CEC for licensed/certified appraisers seeking renewal credit. Full (100%) attendance is required. Successful completion of the course exam is not required for BREA CEC.

Accommodations
The following hotels are within 1-5 miles of the Lafayette Library and Learning Center:

Diablo Mountain Inn - 925/937-5050
2079 Mt. Diablo Boulevard, Walnut Creek

Lafayette Park Hotel – 877/283-8787
3287 Mt. Diablo Boulevard, Lafayette

Embassy Suites at Pleasant Hill BART – 925/934-2500
1345 Treat Boulevard, Walnut Creek

Guest rooms have not been blocked at any of the hotels above. For additional lodging options in the Lafayette/Walnut Creek area visit http://www.walnut-creek.com/

Directions, BART & Parking
- For best results when using your navigation system, enter the complete/exact street address - 3491 Mt. Diablo Boulevard, Lafayette.
- Ample complimentary onsite parking is available underground in the library's parking garage (enter garage off of Golden Gate Way).
>>>> The limited parking signs in the LLLC garage DO NOT APPLY to this offering; so take advantage of the onsite complimentary parking.<<<<
- Take Public Transportation! The Lafayette Library & Learning Center is conveniently located in downtown Lafayette and is within walking distance of the Lafayette BART station.

Verification of Attendance
Verification of attendance will be sent directly to you via email from our National Office in Chicago. Attendees should allow 15 working days for receipt of these results. Watch for an email from "noreply@appraisalinstitute.org". The Chapter Office does not receive copies of your results. Those in need of Express Verification should complete the Express Grading Request Form with appropriate payment to the National Office prior to the conclusion of this offering.

Dress in Layers
Meeting room temperatures are often difficult to control. Therefore, for your comfort, we recommend that you dress in layers.


  View Complete Registration Brochure  

  Directions to the Lafayette Library & Learning Center  

  Local Lodging  

  See What Else is Coming to Northern California  

 

 
















 
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