The Appraiser as an Expert Witness: Preparation and Testimony

The Appraiser as an Expert Witness : Preparation and Testimony

Date March 24-25, 2025 Time 8 : 30AM - 5 : 00PM (PST) Sponsor Northern California Chapter Location Treat Towers

1255 Treat Boulevard

First Floor Conference Room

Walnut Creek, CA 94597

This course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities you 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. You’ll 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.

This course is in the Litigation Professional Development Program . View thislist of FAQs , which includes information regarding the courses you’ll need to complete the program successfully.

• Experienced residential and general real property appraisers interested in exploring litigation valuation as a specialty
• Users of appraisal services
• Attorneys

AI CE Points

Attend : Attend & Pass Exam :

State Approvals

State

QE / CE

Course & Exam

Course Only

Exam Only

Delivery Format

Approval Format

Start Date

State Code

AK CE 16 15 1 Classroom Classroom 03 / 15 / 2024 03 / 04 / 2027 19835

AR CE 16 15 1 Classroom Classroom 05 / 07 / 2024 03 / 07 / 2026 AI022

AZ CE 16 15 1 Classroom Classroom 02 / 23 / 2022 02 / 22 / 2026 0224-0000006

CA CE 15 15 Classroom Classroom 08 / 21 / 2021 08 / 27 / 2027 23CP754601549

CO CE 14 14 Classroom Classroom 07 / 26 / 2024 07 / 29 / 2027 2741

CO CE 15 14 1 Classroom Classroom 07 / 26 / 2024 07 / 29 / 2027 2741

CO QE 15 14 1 Classroom Classroom 07 / 26 / 2024 07 / 29 / 2027 2741

CT CE 15 14 1 Classroom Classroom 10 / 09 / 2024 10 / 09 / 2027 AAL.001288

DC CE 16 15 1 Classroom Classroom 02 / 29 / 2024 02 / 28 / 2026 4075

DE CE 16 15 1 Classroom Classroom 05 / 22 / 2024 10 / 31 / 2025 REA-AC-052224-090219

FL CE 15 15 Classroom Classroom 02 / 14 / 2023 02 / 13 / 2025 0007081

GA CE 14 14 Classroom Classroom 01 / 01 / 2004 27984

HI CE 16 15 1 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 23-497

HI CE 15 15 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 23-497

IA CE 14 14 Classroom Classroom 12 / 10 / 2022 12 / 09 / 2024 A518-1129

ID CE 16 15 1 Classroom Classroom 06 / 10 / 2024 03 / 04 / 2027

IL CE 15 15 Classroom Classroom 03 / 27 / 2024 12 / 31 / 2024 575.010722

IN CE 16 15 1 Classroom Classroom 04 / 10 / 2015

KS CE 15 15 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 171.C24.R

KS CE 16 15 1 Classroom Classroom 03 / 07 / 2024 12 / 31 / 2024 546.C24.N

KY CE 15 15 Classroom Classroom 07 / 01 / 2024 05 / 30 / 2025

LA CE 16 16 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 A0021

MA CE 15 15 Classroom Classroom 05 / 08 / 2023 05 / 07 / 2025 120074

MD CE 14 14 Classroom Classroom 07 / 01 / 2022 06 / 30 / 2025

MN CE 16 15 1 Classroom Classroom 06 / 01 / 2024 03 / 31 / 2026 1036851

MO CE 16 15 1 Classroom Classroom 03 / 20 / 2024 06 / 30 / 2026

MS CE 15 15 Classroom Classroom 07 / 30 / 2023 07 / 27 / 2025 MAB#49149

MT CE 16 15 1 Classroom Classroom 02 / 27 / 2024 02 / 27 / 2027 REA-CEC-REC-17541

NC CE 15 15 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 944

ND CE 15 14 1 Classroom Classroom 03 / 24 / 2019 08 / 15 / 2027 CE-223068

ND CE 16 15 1 Classroom Classroom 03 / 24 / 2019 08 / 15 / 2027 CE-223068

NE CE 15 15 Classroom Classroom 11 / 22 / 2023 11 / 21 / 2028 2131441.02

NH CE 7 7 Classroom Classroom 05 / 11 / 2022 05 / 11 / 2025

NJ CE 16 15 1 Classroom Classroom 05 / 09 / 2017 2017-3175

NV CE 15 15 Classroom Classroom 02 / 29 / 2024 08 / 31 / 2025 CE.0009781-A

NY CE 15 15 Classroom Classroom 01 / 01 / 2024 12 / 31 / 2024 A0693-15

OR CE 16 15 1 Classroom Classroom 03 / 25 / 2022 03 / 31 / 2025 APIN-C-0322-8918

PA CE 16 15 1 Classroom Classroom 03 / 27 / 2023 02 / 24 / 2026

PR CE 15 14 1 Classroom Classroom 10 / 04 / 2023 12 / 31 / 2024 2023-0928-1229

RI CE 16 15 1 Classroom Classroom 08 / 08 / 2024 08 / 07 / 2025 REA.0002207-CE

SC CE 16 15 1 Classroom Classroom 09 / 01 / 2024 08 / 31 / 2026 AC . 725, CE 725

SD CE 15 14 1 Classroom Classroom 01 / 05 / 2022 01 / 05 / 2025 SD 952 CE

TN CE 15 15 Classroom Classroom 03 / 07 / 2018 04 / 30 / 2028 2153

TX CE 16 15 1 Classroom Classroom 04 / 01 / 2023 02 / 27 / 2025 TX Provider # : 10 Course # : 45563

UT CE 16 15 1 Classroom Classroom 04 / 01 / 2024 03 / 31 / 2026 AC240313

VT CE 16 15 1 Classroom Classroom 04 / 09 / 2024 02 / 12 / 2028 CA-222782

WA CE 16 15 1 Classroom Classroom 09 / 12 / 2024 09 / 12 / 2027 A24024817

WI CE 16 15 1 Classroom Classroom 12 / 15 / 2009 REA 3274

WV CE 14 14 Classroom Classroom 02 / 02 / 2023 01 / 25 / 2026

WY CE 16 15 1 Classroom Classroom 08 / 15 / 2024 08 / 14 / 2027 410

Course Objectives

You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

It contains IMPORTANT SPECIFIC details about the March offering that you are registering for sponsored by the

Northern California Chapter

https : / / norcal-ai.org /

Treat Towers

1255 Treat Boulevard

First Floor Conference Room

Walnut Creek, CA 94597

BART and Onsite Parking

Onsite parking is available

Street parking may also be available; be watchful of any parking restrictions

Program Hours and Materials

Onsite check-in will begin at 8 : 00am on Monday, March 24. "Live / in-person" Instruction will run from 8 : 30am – 5 : 00pm (Pacific Time) on Monday, March 24. On Tuesday, March 25 instruction will run from 8 : 30am – 4 : 00pm followed by the one-hour exam beginning at 4 : 00pm. Students will be on their own for lunch; numerous eateries are available within easy walking distance of and onsite at Treat Towers.

Tips on Downloading the Course Handbook

Upon registering, students will have access to the downloadable course materials. Students are strongly encouraged to have pre-printed and / or pre-downloaded the materials . Do not wait until the day of the course to download as the files are quite large.

Ordered Printed Materials or Need Assistance in Downloading? If you (1) have not received your pre-printed materials (must be selected at the time of online registration; extra fees apply for printing and shipping) within 4 weeks of the offering, (2) have any questions or difficulty in accessing / downloading the required electronic course materials contact AI's Education Delivery Department directlyat312-335-4207 oreducation@appraisalinstitute.org .

Required Text

Required Equipment

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%) and successful completion of the exam enables Designated Members, Candidates for Designation and Practicing Affiliates to receive 200 AI CEC points; 150 points for full attendance only (no exam). Successful completion of the exam and full attendance is required for those seeking to fulfil the Professional Development Litigation requirements.

BREA Continuing : The Appraiser as an Expert Witness has been approved by the BREA (# 23CP754601549 ) for 14-hours of BREA CEC. Full (100%) attendance required but BREA CEC (continuing education credit) does not require successful completion of the exam.

BREA Basic / Qualifying : The Appraiser as an Expert Witness is not approved 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.

Attendance Verification Process Effective 10 / 01 / 19

Verified attendance certificates will be available for downloading within 15 working days of the offering

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 oreducation@appraisalinstitute.org .

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 lisa-norcal-ai.org@shared1.ccsend.com (registrants should not send emails to this address). Be sure that you can accept emails from these email addresses, or these important emails may default to your spam / junk files.

Payment Receipt

All confirmed registrants will receive an email confirmation that will also serve as a payment receipt on the day of registration.

Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.

Note : If you do not receive emails on a regular basis from the Northern California Chapter ( lisa-norcal-ai.org@shared1.ccsend.com ) be sure tovisit 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.

Accommodations

The following hotels are within proximity of Treat Towers (Walnut Creek)

Click here - for additional lodging options in the Pleasant Hill / Walnut Creek Area

Some students have also explored options for vrbo and Airbnb.

Questions? Contact Us

Northern California Chapter

925 / 932-7753 l 916 / 972-9700

via email

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.

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.

Disclaimers

By registering for this event, you agree that

Lost or Damaged Items

The Appraisal Institute nor the Chapter presenting this program is not liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc.

Cancellations

Written cancellations received by Monday, March 10 are subject to a $35 cancellation fee. Cancellations received after that time but prior to noon on Monday, March 17, are subject to a $55 cancellation fee. No refunds for cancellations received after March 17 or for program "no shows". Cancellations can be emailed tolisa@norcal-ai.org .

We reserve the right to substitute instructors, or to cancel or modify this program (adjust hours or location) if sufficient registrations are not received by Friday, February 28 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. Those requiring out-of-town travel arrangements should exercise caution in booking non-refundable tickets / reservations.

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Salary : $55