Agenda

• 9:30 am – Login/Classroom Access
• 10:00AM to Noon – Educational Offering

Registered students will receive a Zoom link to join the program.

Presentations by:

• Amy Dain, Senior Fellow – Boston Indicators
• Stephen Payson – Senior Direct of Home Ownership Lending MassHousing
• Backyard ADUs -Tim O’Reilly – Director of Preconstruction or Christopher Lee – Owner
• Claire Morehouse, Accessory Dwelling Unit (ADU) Coordinator, Executive Office of Housing and Livable Communities (HLC)
• Moderator – Joseph Comperchio, MAI, SRA

Description of Program:   The panelist will provide updates on which communities have enacted changes to facilitate housing under both laws. Further, on the topic of ADU’s, panelist will provide an update on financing vehicles, and how builders are providing construction solutions that comply with the regulations. The speakers will give presentations and participate in a moderated panel discussion.

Continuing Education Credit: This program is approved by the Appraisal Institute and the states of MA and ME. Applications have been sent to the states of RI and NH for 2 hours of CE credit. Reach out to the Chapter office about receiving CT CE credit. No credit will be provided in other states.

Wednesday, June 24th via Livestream Classroom

Login/Classroom Access: 8:30 am

Classroom Hours: 9:00 am – Noon

$99 AI Price; $124 Regular Price

Instructor: Lamar Ellis, III, MAI, SRA

Bankers, Builders, and Investors in Construction is a dynamic, case study that examines the residential construction process through the distinct yet interconnected perspectives of financing, execution, and investment.

Built around a comprehensive 11-month residential construction project, this course utilizes actual construction draw sheets, detailed cost breakdowns, and both aerial and ground-level documentation to provide a step-by-step analysis of the construction lifecycle. The Case Study begins from initial budgeting and loan structuring to final completion and disbursement. 

Participants will gain practical insight into how construction funds are allocated and controlled, how progress is verified through inspections and draw requests, and how each stage of construction influences overall cost, risk, and value. The course further delivers a detailed, real-time analysis of the construction process, equipping participants with the ability to identify construction components, recognize finished products, and evaluate completion at each stage of development. 

Bridging the gap between theory and real-world application, this course equips attendees with the tools to interpret construction budgets and draw schedules, identify potential red flags, and better understand the financial and operational dynamics that shape residential development

CE Credit – Credit Hours: 3 hours (15 AI Points) .  This program is approved by the Appraisal Institute and the states of MA, ME, NJ and NY.  Applications have been sent to RI and NH. for three hours of appraiser CE credit..   There will be no credit provided in other states.

One hundred percent (100%) attendance is required for all Appraisal Institute education programs. Credit and a course completion certificate can only be issued by attending 100% of the course. Please plan accordingly and be on time as late arrival or leaving early could jeopardize your receiving a certificate of attendance.

We’re excited to invite you to a special networking event on June 4th from 4:00–6:00 PM, bringing together seasoned valuation professionals and college students interested in the real estate valuation field.

The chapter has invited students from the University of Massachusetts Amherst real estate team—winners of the first-ever University Valuation Case Challenge (UVCC) at this year’s National Conference in Nashville.

It’s a great opportunity to connect, share insights, and support the next generation of professionals in our industry.

Enjoy a relaxed atmosphere with plenty of great food and drinks, including pub pretzels, chicken wings, sliders, and lobster rolls. Each attendee will receive two drink tickets.

The Great American Beer Hall is located less than 6 miles from downtown Boston making it a quick commute just north of the city via I-93 N.

We hope you can join us for an engaging and enjoyable evening to share your experience as a valuation professional with college students who may be interested in a career as a real estate appraiser.

Agenda

• 9:30 am – Login/Classroom Access
• 10:00AM to Noon – Educational Offering

Registered students will receive a Zoom link to join the program.

Presentations by:

• Amy Dain, Senior Fellow – Boston Indicators
• Stephen Payson – Senior Direct of Home Ownership Lending MassHousing
• Backyard ADUs -Tim O’Reilly – Director of Preconstruction or Christopher Lee – Owner
• Claire Morehouse, Accessory Dwelling Unit (ADU) Coordinator, Executive Office of Housing and Livable Communities (HLC)
• Moderator – Joseph Comperchio, MAI, SRA

Description of Program:   The panelist will provide updates on which communities have enacted changes to facilitate housing under both laws. Further, on the topic of ADU’s, panelist will provide an update on financing vehicles, and how builders are providing construction solutions that comply with the regulations. The speakers will give presentations and participate in a moderated panel discussion.

Continuing Education Credit: This program is approved by the Appraisal Institute and the states of MA and ME. Applications have been sent to the states of RI and NH for 2 hours of CE credit. Reach out to the Chapter office about receiving CT CE credit. No credit will be provided in other states.

Join us at River House Restaurant for an evening of networking, conversation, and waterfront views in downtown Portsmouth, NH. Connect with other local valuation professionals in a casual setting over drinks and appetizers. Whether you’re looking to grow your network or build new relationships, this is a great opportunity to connect with women in the appraisal profession.

For planning purposes, please RSVP here by June 19th. For directions and information about the Riverhouse Restaurant, click the link below.

Riverhouse Restaurant

53 Bow Street

Portsmouth, NH

Please share this event with colleagues.