This course is being offered by the IAAO who is solely responsible for its content.
There is NO APPRAISER CE CREDIT to attend this course.
Questions should be directed to the IAAO. Questions & Reservations: masschapteriaao@gmail.com OR phone 978-658-3675
Attend this program to stay on top of current events impacting commercial real estate and network with a broad cross section of CRE professionals.
Date: Tuesday, April 23, 2024
Location: Hilton Boston Dedham, 25 Allied Drive, Dedham, MA
Schedule of Events:
- 7:45 am – 8:15 am Check-in / Continental Breakfast
- 8:15 am – noon – CE Program / Economic, Government and Real Estate Trends overview
- 12:00 pm – Lunch: 12:00 pm
- 1:00 pm – 4:45 pm – CE Program – Real Estate Tax Trends and Valuation, Real Estate Tax Agreements and Surcharges
- 5:00 pm – Networking/Cocktail Reception
Registration Fee: $220
See attached speakers and topics
About the Program:
This program is intended to make attendees aware of current economic and real estate trends, expand their knowledge of real estate tax issues, and provide the opportunity to network with colleagues.
The program starts with Massachusetts economic and budget projections followed by Greater Boston life science, office, and retail market overviews. The morning will also include the discussion of real estate trends involving the growing single-family rental housing industry and the status of construction material and labor costs. Following the afternoon luncheon, the program will focus on the adverse impact of rising mortgage interest rates on property values, real estate tax assessments, and municipal budgets. The afternoon program will also explain TIF agreements, CPA charges, and BID districts. The event will finally conclude with a networking cocktail reception.
Sponsorship opportunities for this event are available. Learn more here.
Thank you to Program Sponsors:
as of 4-8-24
Location: Radisson Hotel Providence Airport, 2081 Post Road, Warwick, RI
Registration: 8:30 am
Classroom Hours: 9:00 am – 4:30 pm
Instructor: Mark R. Linne, MAI, SRA, AI-GRS
Cost: $195 AI Price; $220 Regular Price (After 4/23, add $25) – includes an electronic version of materials and AM break.
About the Program:
This NEW seminar introduces both residential and commercial appraisers to artificial intelligence (AI) and its applications in the appraisal industry. You’ll gain a solid understanding of the history of AI, its building blocks, and the reasons why AI is becoming increasingly essential in data analysis. It also dives into the concept of generative AI and its potential benefits for appraisers. Through examples and case studies, you’ll develop a working knowledge of tools such as ChatGPT, a cutting-edge generative AI model.
Course Attendance: 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.
Course Materials/Breaks: A downloaded copy of materials and AM breaks are included in tuition. Printed materials are available at additional cost and shipping.
CE Credit: 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.
Location: Hilton Garden Inn Freeport Downtown, 5 Park Street, Freeport, ME
Registration: 8:30 am
Classroom Hours: 9:00 am – 4:30 pm
Instructor: Mark R. Linne, MAI, SRA, AI-GRS
Cost: $195 AI Price; $220 Regular Price (After 4/25, add $25) – includes an electronic version of materials and AM break.
About the Program:
This NEW seminar introduces both residential and commercial appraisers to artificial intelligence (AI) and its applications in the appraisal industry. You’ll gain a solid understanding of the history of AI, its building blocks, and the reasons why AI is becoming increasingly essential in data analysis. It also dives into the concept of generative AI and its potential benefits for appraisers. Through examples and case studies, you’ll develop a working knowledge of tools such as ChatGPT, a cutting-edge generative AI model.
Course Attendance: 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.
Course Materials/Breaks: A downloaded copy of materials and AM breaks are included in tuition. Printed materials are available at additional cost and shipping.
Directions can be found here.
CE Credit: 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.
Location: Greater Boston Association of Realtors Training Center, 68 Main Street, Reading, MA
Tuition: $475 AI Price; $525 Regular Price (after 5/15, add $50)
Instructor: Vince Dowling, MAI, SRA
The course delves more deeply into inverse condemnation, an exciting niche market with increasing demand for appraisers. One of three courses in the Litigation Professional Development Program, this course offers hands-on applications giving you the opportunity to solve problems and put theory into practice. Specialized topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation, income and estate tax disputes, inverse condemnation, contract disputes and equitable distribution in divorces cases. Through problem-solving activities, you’ll apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. You’ll gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.
This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.
Instructor: Amanda Aaron, MAI
Login/Program Access: 8:30 am – 9:00 am EST
Classroom Hours: 9:00 am – 4:30 pm EST
Lunch: 30 minutes
Enrolled students will receive an email with a link to join the virtual class.
Course Materials: Price includes a downloaded version of the program material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying shipping.
Important Download: Some files are large and take time to download. Right-click on each download component and select “save target as” from the drop-down menu. Then select a location on your computer. DO NOT attempt to access the file while it is downloading. Some files are large and take time to download properly.
Attendance Requirements:
- Attendance will be monitored throughout the day and two Zoom polls will be taken.
- Students are required to provide a copy of their driver’s license which must be emailed to the Chapter office as verification after you have registered for the offering. Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion.
- Students are required to be visible on the Zoom platform during the entire class – 100% attendance policy applies
- Instructors will direct questions to students.
The current multifamily CRE market continues to be an attractive investment option as supply side housing problems and increased borrowing cost for home buyers are placing upward pressure on demand. The enactment of the MBTA Communities Act in January 2021 which requires 177 Cities and Towns to establish “at least 1 district of reasonable size in which multi-family housing is permitted as of right.” Where possible, the district must be within a half mile from public transportation (commuter rail, bus station, ferry terminal or subway) seeks bring more dense housing options to these communities. Topics will focus on economic and real property implications of the MBTA Communities Act, as well as current status of the multifamily market in the region. Participants will learn about the challenges facing the communities, developers, and investors which all impact appraisal analysis and conclusions. The four speakers will give presentations and participate in a moderated panel discussion.
Four speakers will give presentations and participate in a moderated panel discussion.
- Jamie Helen, MPA; Town Administrator at Town of Franklin, MA
- Kendin Carr, Vice President Colliers
- Ellen Marya, Research Manager at Massachusetts Housing Partnership
- Geoff Lewis, The Michaels Organization
Schedule of Events
- 12:00 pm – Check-in, lunch & Q2 2024 Chapter Business Meeting*
- 12:30 pm – Two Hour CE program,Multifamily Market and the Impact of the MBTA Communities Act
*The Election of 2025 Officers, Directors, and Regional Representatives will take place at this meeting. Read the Report of the Nominating Committee here.
Save the Date! The Chapter has reserved tickets for Saturday, August 10th at Hadlock Field in Portland ME for a Portland Sea Dogs game in the the Park Avenue Plaza, which is conveniently located on the first base side of the ballpark. Ticket price will include exclusive access to the area where you’ll enjoy a ballpark picnic and move to box seats (section 202) in the stadium for the game.
Location: Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition: $1050 AI Price; $1,400 Full Price
Instructor: Rick L. Carlile, MAI, SRA
Credit Hours: 38 hours – including 3 hour exam (Be sure check with with your state licensing board for approval)
Date: Thursday, September 19, 2024
Price: $99 AI Price; $135 Full Price
Via Livestream Classroom
Instructor: Attorney Peter Christensen
Login / Program Access: 8:30 am
Classroom Hours: 9:00 am – noon
Registered students will be sent a link to access the class
Attorney Peter Christensen will offer 15 takeaways and lessons from legal situations and cases involving appraisers. What can appraisers learn from their colleagues’ legal misfortunes?
Here are some of the takeaways offered:
- How does USPAP relate to a professional negligence claim?
- What’s the most important language in an appraisal report – in relation to an appraiser’s potential liability?
- What legal problems have copying and pasting information from Wikipedia into appraisal reports caused appraisers?
- How does the Gramm Leach Bliley Act really apply to appraisers?
Peter Christensen is an attorney whose practice is focused on legal and regulatory issues concerning real estate valuation. He is the author of Risk Management for Real Estate Appraisers and Appraisal Firms, published by the Appraisal Institute in 2019.
CE Credit – Credit Hours: 3 hours (15 AI Points) . This program is approved by the Appraisal Institute . Applications have been submitted to MA, ME, and RI 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.
Date: Wednesday, September 11, 2024
Location: Hilton Garden Inn, 5 Park Street, Freeport, ME
Schedule of Events
- 2:30 pm – Check-in
- 3:00 pm – Two Hour CE program
- 5:00 pm – Q3 Chapter Business Meeting and Networking reception
As a result of the continued decline of affordable housing, accessory dwelling units have become attractive living options for a variety of persons, for numerous reasons. And the housing crunch is so severe that legislation (LD 2003) was enacted to allow for ADUs on most single-family lots, in some cases taking precedence over local ordinances. In this seminar find out more about the origin of the legislation from Ryan Fecteau, a former Legislator who was instrumental in the crafting and passage of the new law. Parlin Meyer of BrightBuilt Home will speak about the unique construction aspects of ADUs. Local zoning officials Milan Nevajda from South Portland and Erin Zwirko from Yarmouth will share their insight into the planning aspects, while Rob Lynch, SRA, AI-RRS will wrap-up the program with a summary of salient points for appraisers to consider including secondary market considerations.
Panelists:
Ryan Fecteau, Senior Officer of Policy and Planning, Avesta Housing, Portland, ME
Parlin Meyer, Managing Principal, Brightbuilt Home, Portland, ME
Milan Nevajda, Planning Director, City of South Portland, ME
Erin Zwirko, Planning and Development Director, Town of Yarmouth, ME
Robert B. Lynch, SRA, AI-RRS, Portland, ME
Wednesday, September 25th | 5:00 pm to 7:00 pm
Come Catch Up with Colleagues
at the
Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute’s 2024 End of Summer Social
@ Warehouse Bar & Grille, 40 Broad Street, Boston, MA
Join fellow real estate valuation professionals at this year’s Summer Social where you can make invaluable business connections and enrich your professional development.
FREE APPETIZERS * NO ADVANCE REGISTRATION REQUIRED
The Warehouse Bar & Grille is located at the intersection of the Financial District & Faneuil Hall and is just steps from The Rose Kennedy Greenway & Boston Aquarium. It is easily reached by public transportation and there is ample on & off street parking nearby.
We encourage those new to the profession as well as our long time Chapter Professionals to join the Chapter for this FREE event.
THANK YOU TO OUR EVENT SPONSORS
We are excited to be welcoming Kevin Sears, a REALTOR® from Springfield, MA, and the 2024 president of the National Association of REALTORS® as the keynote speaker at the Expo.
Kevin has served NAR in numerous capacities, including as a President’s Liaison in 2019 and as NAR Vice President of Government Affairs in 2017.
As the chief elected officer of NAR, Kevin is responsible for providing leadership to the association and to represent NAR at industry events and before Congress.
Location: Greater Boston Association of Realtors, 68 Main Street, Reading, MA
Tuition: $195 AI Price; $220 Full Price (after 10/22 add $25)
Instructor: Joseph Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points
Registration: 8:30 am
Classroom Hours: 8:45 am – 4:30 pm
NEW SEMINAR!
In this seminar, you will gain a basic understanding of the global short-term rental market plus increased awareness about the impact of STRs and the emerging methods, or best practices, required to develop credible valuations of this property type.
Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:30 pm
Enrolled students will receive an email with a link to join the virtual class.
Participation Guidelines: Students must have webcam/iphone/ipad/smartphone capability to participate and receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. Participants do not need a paid account from ZOOM to participate.
A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering no later than noon on November 12th via email.
Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. Once registered, students will be emailed log-in/access information.
NEW SEMINAR!
In this seminar, you will gain a basic understanding of the global short-term rental market plus increased awareness about the impact of STRs and the emerging methods, or best practices, required to develop credible valuations of this property type.
About the Women’s Initiative Network of New England
The Massachusetts Rhode Island & Maine Chapter along with the Connecticut Chapter and the New Hampshire / Vermont Chapter launched the Women’s Initiative of New England.in March 2024. The purpose and objective of this network is to promote the advancement of women within the appraisal profession, particularly in New England.
If you’re interested in joining us for live meetups please contact one of the committee members for more information.
You do not have to be a member of the Appraisal Institute to participate. Please share this page with your colleagues.
For more information, please contact our WIN group committee members using the form below.
Tina O’Connell, MAI, AI-GRS, Chair (Maine)
Susan Kelly, SRA (Rhode Island)
Melanie Kosich, MAI (Massachusetts)
Jennifer O’Neill, SRA, MNAA (Connecticut)
Leitha Reilly (New Hampshire and Vermont)
The Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute cordially invites you to attend our annual holiday meeting. This year we are back in the beautiful Harborside Dining Room on the 31st floor of the Federal Reserve. With some of the best views in Boston, the Harborview Dining Room with its floor to ceiling windows, offers spectacular views of the Atlantic.
Join us for an evening of networking, cocktails, and an outstanding selection of hearty hors d’oeuvres, featuring salad, pasta, and sliders. The evening is our chance to express our gratitude to the 2024 leadership team for their outstanding contributions and to extend our warm wishes for success to the incoming 2025 leadership team.
Want to bring a guest? The add guest option can be found under Event Fees.
| Wednesday, January 29, 2025
Place: Connelly Center @ the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA Schedule of Events:
|
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $509 AI Price; $559 Full Price (after 1/29, add $50)
Instructor: Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Location: Via Livestream
Registration: 8:00 am
Classroom Hours: 8:30 am – 4:00 pm
Tuition: $195 AI Price; $220 Regular Price
Instructor: Steven G. Elliott, SRA
Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)
Required materials:
- 2024-2025 Student Handbook – included in the registration fee
- Reference and Guidance Manual – included in the registration fee
- 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB
Reminder: . All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.
CE Credit: 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.
NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.
Location: Hyatt Place, 50 Forbes Road Braintree, MA
Tuition: $450 AI Price; $449 Full Price
Instructor:Steven Elliott, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Classroom Dates are March 7, 8, 14, 15, 2025
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $509 AI Price; $559 Full Price (after 3/5, add $50)
Instructor: Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $299 AI Price; $349 Full Price
Instructor: Steven Elliott, SRA
Credit Hours: 15 hours (Be sure check with with your state licensing board for approval)
Price does NOT include the most recent version of USPAP which is required and MUST be purchased from the Appraisal Foundation. To purchase a print or electronic copy of the publication, please visit The Appraisal Foundation.
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $450 AI Price; $499 Full Price
Instructor: Joseph Comperchio, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Classroom Dates are May April 18, 19, 25, 26, 2025
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $559 AI Price; $609 Full Price (after 4/23, add $50)
Instructor: Mark Smeltzer, MAI, SRA, AI-RRS
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Instructor: Jonathan H. Avery, MAI, SRA
Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – 3:30 pm
Enrolled students will receive an email with a link to join the virtual class.
Participation Guidelines: Students must have webcam/iphone/ipad/smartphone capability to participate and receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. Participants do not need a paid account from ZOOM to participate.
A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering no later than noon on September 6th via email.
Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. Once registered, students will be emailed log-in/access information.
Continuing Education: Credit Hours: 6 hours.
This course is approved for 30 AI CE points as well as six hours of CE credit by MA (Approval #120077), RI (Approval #REA-0001330-CE) and ME.
Course Materials: Price includes a downloaded version of the program material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying shipping.
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $410 AI Price; $460 Regular Price (after 5/28, add $50)
Instructor: Vince Dowling, MAI, SRA
Credit Hours: 14 hours (Be sure check with with your state licensing board for approval)
Instructor: Jonathan H. Avery, MAI, SRA
Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm
Enrolled students will receive an email with a link to join the LIVESTREAM class.
Credit Hours: 7 hours
CE Credit: 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.
Required materials:
- 2024-2025 Student Handbook – included in the registration fee
- Reference and Guidance Manual – included in the registration fee
- 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB
Reminder: All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: $559 AI Price; $609 Full Price (after 9/3, add $50)
Instructor: Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Check-in: : 8:00 am on September 17, 2025
Classroom Hours: 8:30 am – 5:00 pm
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition: Tuition: $559 AI Price; $609 Full Price (after 10/1, add $50)
Instructor: Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)
Location: Hyatt Place, 50 Forbes Road, Braintree, MA
Registration: 8:00 am on November 12, 2025
Classroom Hours: 8:30 am – 5:00 pm
Registration Fee: $559 AI Price; $609 Full Price (after 10/29, add $50)