Calendar

Eminent Domain and Condemnation Appraisal Practice in Massachusetts – 2018
Earn 7 total hours of CE credit!

Presented by

The New England Chapter – IRWA

The Massachusetts and Rhode Island Chapter of the Appraisal Institute

MBREA| The Association for Valuation Professionals TM

The Massachusetts Department of Transportation – Highway Division

Thursday, September 20th from 8:00 am – 4:45 pm
Connelly Center @ the Federal Reserve Boston
600 Atlantic Avenue, Boston, MA

At this seminar, participants will dive into the condemnation process through a host of eminent domain experts from across the Commonwealth of Massachusetts. The seminar will feature several panel discussions and individual presentations on various right of way appraisal topics. Presenters will explore all phases of the right of way acquisition process, focusing on the appraiser’s critical role on the project team. Participants will learn valuable skills associated with appraising partial acquisitions, assessing damages, and providing expert testimony during litigation.

The seminar is sponsored in part by the Massachusetts Department of Transportation and MassDOT highly encourages all appraisers who wish to do business with the Highway Division to attend this educational seminar.

Program Schedule:
8:00 AM – Registration
8:30 AM – 4:45 PM – 7 Hour CE Program

Registration Fee (includes breaks, lunch, and materials):

• Member Rate (IRWA, AI, MBREA):$165*
• Non-Member Rate:$205
• Government Rate (MassDOT): $125

*IRWA and MBREA members who are not AI professionals should contact those organizations for a promo code to receive the member rate.

Continuing Education:

This program is approved for 7 Hours of CE credit by the Appraisal Institute and approved for 7 Continuing Education Units (CUEs) for IRWA recertification.  Applications have been submitted to the Commonwealth of Massachusetts, the State of Rhode Island and the State of New Hampshire.  It is the discretion of the Board to approve, disapprove and/or reduce the amount of CE credit for the course.  100% attendance is required to receive CE credit.

Topics Covered Include:

Introduction to Eminent Domain, Condemnation Theory and Defining the Basics – This session will provide an overview of the history of eminent domain, concepts, public purpose, just compensation and define terms.
o Bernard Baldassaro, Appraisal Administrator, MassDOT/Highway Division, Right of Way Bureau
o Richard K. Pino, MAI, R/W-AC, Petersen LaChance Regan Pino, LLC
o Christopher Quinn, Esq.

The Team Approach to Valuation – Panelists will provide input on how their work with the appraiser helps to facilitate an efficient acquisition of the necessary real property interests on a right of way project.
o Derrick Roma, PMP, SR/WA
o Matthew Curley, Project Engineer, Tetra Tech, US Infrastructure Division
o John DeLeire, Director, MassDOT Highay Division, Right of Way Bureau
o William Lachance, MAI, SRA, Petersen LaChance Regan Pino, LLC
o Robert LaVita, RE Director, RND Consultants, Inc.

The Importance of Highest and Best Use and its role in the Valuation Process – This session provides an introduction to the concept of Highest and Best Use (HBU) and explains why it is critical to the valuation process. The discussion will include the required legal, physical possible, financial and maximum profitability tests
o Rose Perrizo, MAI, Principal and Owner, RP Realty Advisors
o Steven R. Foster, MAI, Senior Vice President, Lincoln Property Company
o William Lyons, Jr., President and Founder, Fort Hill Companies

Partial Takings – Concepts and Valuation Issues – This session is presented around a series of case study examples illustrating valuation techniques, including Direct Damages – Consequential & Severance and Overburdening Considerations, the Challenges of Highest & Best Use in Before & After Analysis and Proximity Damage or Change in Highest & Best Use
o Ellen McDonald, Real Estate Appraiser and Market Analyst
o Bernard Baldassaro, Appraisal Administrator, MassDOT/Highway Division, Right of Way Bureau
o Donald Bouchard, CRE, MAI, Senior Vice President, Lincoln Property Company
o Gregory Story, Principal, AM Appraisal Associates
o Richard K. Pino, MAI, R/W-AC, Petersen LaChance Regan Pino, LLC

The Litigation Environment – This presentation features a panel of experienced attorneys and a former Superior Court Judge, discussing the litigation environment and what the appraiser should prepare for.
o Donald Bouchard, CRE, MAI, Senior Vice President, Lincoln Property Company
o John Bowen, Esq., Counsel, Rackemann, Sawyer and Brewster
o John Leonard, Esq., Law offices of John S. Leonard
o J. Owen Todd, Esq. Partner, Todd and Weld, LLP

Disclaimer

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     $650 AI Price; $900 Full Price
Instructor:  Mark V. Smeltzer, MAI, SRA, AI-RRS
Credit Hours: 14 hours + 1 Hour exam (Be sure check with with your state licensing board for approval)

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     $550 AI Price; $600 Full Price (after 11/18 add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Course Details: Click here for course description, state certification hours, etc.

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm

Tuition:  $150 AI Price; $200 Full Price

Instructor:  Steven G. Elliott, SRA

Enrolled students will receive a unique link to join the virtual class.

Credit Hours: 7 hours.  The Chapter has verified that MA and RI have approved virtual education.  CT, ME, VT, and NH have also provided guidance on this issue.  For other states, students are strongly encouraged to contact the state licensing agencies directly.

It is the responsibility of the student to check with each state licensing agency they are looking for CE credit to verify virtual approval.

Tuition DOES NOT include a copy of 2020 – 2021 UNIFORM STANDARDS OF PROFESSIONAL PRACTICE which is required for credit.  Order a copy here: http://www.appraisalfoundation.org/TAF/Store/TAF/Products.aspx

The instructor will verify you have a copy of USPAP at the beginning of the 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,

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 January 28th, 2021.

Login/Program Access: 8:30 am – 9:00 am EST
Classroom Hours: 9:00 am – 12:00 pm EST

Instructor: Lamar Ellis

Enrolled students will receive a unique link to join the virtual class

CE Credit:

Credit Hours: 3 hours (15 AI Points) .  The Chapter has verified that MA (Approval #620025), RI (Approval #REA.0001601-CE)  have approved this program and are currently accepting virtual education.  This program is approved in New Hampshire BUT virtual education is pending. There will be no credit provided in other states.

It is the responsibility of the student to check with each state licensing agency they are looking for CE credit to verify virtual approval.

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.

Virtual Classroom 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.
• A copy of your driver’s license or other government issued ID with photo must be emailed to the Chapter office as verification no later than noon on February 23rd th via email.
• Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. Attendance will be taken at various times throughout the day.
• New to Zoom?  Click here to learn more.   You do not need a paid account from ZOOM to participate.  If you are using your Ipad/Iphone/smartphone, please download the ZOOM app prior to the offering.  Please check your webcam privacy settings on your computer before class.   If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work.

Tuition:  $150 AI Price; $200 Full Price*

Enrolled students will receive an email with a link to join the virtual class.

Credit Hours: 7 hours.

The Chapter has verified that MA, RI, and ME have approved virtual education.  For other states, students are strongly encouraged to contact the state licensing agencies directly.

It is the responsibility of the student to check with each state licensing agency they are looking for CE credit to verify virtual approval.

*Tuition DOES NOT include a copy of 2020 – 2021 UNIFORM STANDARDS OF PROFESSIONAL PRACTICE which is required for credit.  Order a copy here: http://www.appraisalfoundation.org/TAF/Store/TAF/Products.aspx

The instructor will verify you have a copy of USPAP at the beginning of the class.

Location:  Hilton Garden Inn Freeport Downtown, 5 Park Street, Freeport, ME 04032

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition: $195 AI Price; $220 Full Price

Instructor: Steven G. Elliott, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm

Tuition: $175 AI Price; $200 Full Price (after 1/27, add $25)

Instructor: Eric P. Haims, MAI, AI-GRS,

Enrolled students will receive a unique link to join the virtual class

Refer to this page for CE information

NEW SEMINAR! 

Continuing Education

This course is approved for 35 AI CE points as well as 7 hours of CE credit by the MA (Approval #120124) RI (Approval #REA.0001697-CE) and ME.  The Chapter has verified that MA, RI & ME have approved virtual education.

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm

Tuition: $175 AI Price; $200 Full Price (after 2/10, add $25)

Instructor: Alan Hummel, SRA

Enrolled students will receive a unique link to join the virtual class

Refer to this page for CE information

NEW SEMINAR! 

As the world changes, so do processes and methods used in many businesses including the appraisal profession. While alternative appraisal services like bifurcated, hybrid, and desktop appraisals and evaluations aren’t new, they are becoming more popular. Many appraisers are uncertain about the general requirements of each service, how appraisal standards might apply, and how these services might create liability. This seminar will provide more clarity about the different services being requested and help you to decide if these services are for you. It will review the expectations of alternative appraisal services, potential uses, appraisal standard implications, scope of work, and liability concerns as it applies to residential and commercial assignments. And it will review evaluation formats and the business opportunities for them.

Continuing Education

This course is approved for 35 AI CE points as well as 7 hours of CE credit by MA (Approval #00120107), RI  (Approval #REA.0001512-CE) and M .  The Chapter has verified that MA, RI, and ME have approved virtual education.  IT IS THE RESPONSIBILITY OF THE STUDENT TO CHECK OTHER STATES.

Location:  Washington/York Room @ the Augusta Civic Center, 76 Community Drive, Augusta, ME 04330

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition: $195 AI Price; $220 Full Price

Instructor: Steven G. Elliott, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Registration: 8:30
Classroom Hours: 9:00 am – 5:00 pm

Tuition: $195 AI Price; $225 Full Price (after 3/30, add $25)

Instructor: Mark V. Smeltzer, MAI, SRA, AI-RRS

Refer to this page for CE information

NEW SEMINAR! 

Continuing Education

This course is approved for 35 AI CE points as well as 7 hours of CE credit by MA (Approval #120117), RI  (Approval #REA.0001610-ce) and ME .

Location:  Residence Inn by Marriott Boston Braintree, 180 Forbes Road, Braintree, MA 02184

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition: $195 AI Price; $220 Full Price

Instructor: Jonathan H. Avery, MAI, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Location:  Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $385 AI Price; $435 Full Price 

Instructor: Edward V. Bowler, MAI, SRA

Credit Hours: 15 hours (Be sure check with with your state licensing board for approval)

Location:
This course will be held via live interactive classroom technology. See below for important participation requirements.

State Credit:
A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

Class Schedule:
Class begins each day at 10:00AM Central time (8:00AM Pacific, 9:00AM Mountain, 11:00AM Eastern). Each class runs for 3.5 hours each day with at least two breaks during that time. The course runs for four (4) half-days. Times shown are U.S. Central (Chicago) time.

AI National Synchronous Participation Requirements:
• You must have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is your responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.
• The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.
• Attendance will be monitored throughout the day through webcams and polling. You must turn on your webcam during roll call at the beginning of class so that the instructor can verify your photo identification. (Students with licenses in North Carolina, Connecticut, Maryland, or New York must keep their webcams on at all times.)

If you have any questions regarding these classroom participation requirements, please contact the Appraisal Institute at sync@appraisalinstitute.org or call (312) 335-4473.

Location:  Hilton Garden Inn Providence/Warwick, 1 Thurber St, Warwick, RI 02886

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition: $195 AI Price; $220 Full Price

Instructor: Gregory Accetta, MAI, AI-GRS

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

State Credit:
A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

Class Schedule:
Class begins each day at 10:00AM Central time (8:00AM Pacific, 9:00AM Mountain, 11:00AM Eastern). Each class runs for three hours and forty-five minutes (3.75) each day with at least two breaks during that time. The course runs for eight (8) half-days. Times shown are U.S. Central (Chicago) time.

Day 1: Tuesday, October 4, 10:00 am – 1:45 pm
Day 2: Wednesday, October 5, 10:00 am – 1:45 pm
Day 3: Thursday, October 6, 10:00 am – 1:45 pm
Day 4: Friday, October 7, 10:00 am – 1:45 pm
(No class on Saturday, Sunday or Monday)
Day 5: Tuesday, October 11, 10:00 am – 1:45 pm
Day 6: Wednesday, October 12, 10:00 am – 1:45 pm
Day 7: Thursday, October 13, 10:00 am – 1:45 pm
Day 8: Friday, October 14, 10:00 am – 1:45 pm

Tuition:  $190 AI Price; $215 Full Price*

*The Appraisal Institute provides the following materials in the course tuition.

• 2022-2023 7-Hour National USPAP Update Student Manual
• 2022 USPAP Reference Manual

Students are required to bring a copy of the current version of USPAP (2020 – 2021) which can be bought from the Appraisal Foundation.

Enrolled students will receive an email with a link to join the virtual class.

Credit Hours: 7 hours.

The Chapter has verified that MA, RI & ME have approved virtual education.  For other states, students are strongly encouraged to contact the state licensing agencies directly.

*Tuition DOES NOT include a copy of 2020 – 2021 UNIFORM STANDARDS OF PROFESSIONAL PRACTICE which is required for credit.  Order a copy here: http://www.appraisalfoundation.org/TAF/Store/TAF/Products.aspx

The instructor will verify you have a copy of USPAP at the beginning of the class.

Login/Program Access: 8:30 am – 9:00 am EST
Classroom Hours: 9:00 am – 5:00  pm EST

Instructor:  Randall Bell, PhD, MAI or Michael Tachovsky, PhD

Enrolled students will receive a unique link to join the virtual class

Complex Valuation is a new course developed to give appraisers the skills to value both detrimental and beneficial conditions. The field of “complex valuation” involves the real estate characteristics that are “atypical.” (Federal Regulations Part 34.42.).

Many, if not most, valuation assignments involve a straightforward application of the cost, income and sales comparison approaches to value. However, frequently complex issues arise that involve either beneficial or detrimental conditions that can influence the value of real estate. For example, beneficial conditions might result in an increase in value, such as discovering minerals or oil on grazing land. Detrimental conditions could result in a diminution in value, such as natural disasters or environmental contamination.

As real estate appraisers, understanding these complexities helps in developing a credible opinion of value in these types of assignments. Although many complex issues are addressed throughout appraisal literature and coursework, they are not presented as a single framework. The purpose of the Complex Valuation course is to provide real estate appraisers with a comprehensive understanding of the topic and focus on these various property conditions and the valuation methodologies to address them. Instructors present with a comprehensive PowerPoint presentation.

CE Credit:

Credit Hours: 7 hours (35 AI Points) .  This program is approved by the Appraisal Institute, MA, ME and RI. Applications have been submitted to MA and ME.  There will be no credit for 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.

Livestream Classroom Guidelines:

• Students must have a computer, webcam and microphone capabilities to participate and receive continuing education credit.
• The instructor must be able to physically see and interact with all students and students must be able to interact with the instructor.
•  A copy of your driver’s license must be emailed to the Chapter Office as verification after you have registered and prior to the start date.
•  You will receive a separate email from the chapter office with log-in access information.
• You do not need to have a paid Zoom account. We do recommend that if you have not previously Zoomed, you go to https://zoom.us/ to download their app, and test your camera and audio connections.

 This class is full.  If you would like to be placed on a waitlist, please email the Chapter office

at office@ma-ri-me-appraisalinstitute.org

This course is being offered a a discounted price through a collaboration with the the Land Trust Alliance.  The Land Trust Alliance is a national land conservation organization that represents nearly 1,000 land conservation organizations across the country and is the go-to resource for these organizations to learn the skills and acquire the knowledge to effectively conserve and steward land in perpetuity.

Cost:  $100.00.  (Cost includes AM & PM breaks and a downloadable version of the required course materials).  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:  Hilton Garden Inn Providence Airport/Warwick, One Thurber Street, Warwick, RI
Tuition:  $195 AI Price; $220 Full Price (after 6/13 add $25)
Instructor:  Joseph V.  Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points

Registration:  8:30 am

Classroom Hours: 9:00 am – 5:00 pm

Enrolled students will receive an email with a link to join the virtual class.

Credit Hours: 7 hours.

The Chapter has verified that MA, RI & ME have approved virtual education.  For other states, students are strongly encouraged to contact the state licensing agencies directly.

*Tuition DOES NOT include a copy of 2020 – 2021 UNIFORM STANDARDS OF PROFESSIONAL PRACTICE which is required for credit.  Order a copy here: http://www.appraisalfoundation.org/TAF/Store/TAF/Products.aspx

The instructor will verify you have a copy of USPAP at the beginning of the class.

Location:
This course will be held via live interactive classroom technology. See below for important participation requirements.

State Credit:
A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

Class Schedule:
Class begins each day at 10:00AM Central time (8:00AM Pacific, 9:00AM Mountain, 11:00AM Eastern). Each class runs for three hours and forty-five minutes (3.75) each day with at least two breaks during that time. The course runs for eight (8) half-days.

Times shown are U.S. Central (Chicago) time.

Day 1: Tuesday, September 5, 10:00 am – 1:45 pm
Day 2: Wednesday, September 6, 10:00 am – 1:45 pm
Day 3: Thursday, September 7, 10:00 am – 1:45 pm
Day 4: Friday, September 8, 10:00 am – 1:45 pm
(No class on Saturday, Sunday or Monday)
Day 5: Tuesday, September 12, 10:00 am – 1:45 pm
Day 6: Wednesday, September 13, 10:00 am – 1:45 pm
Day 7: Thursday, September 14, 10:00 am – 1:45 pm
Day 8: Friday, September 15, 10:00 am – 1:45 pm

AI National Synchronous Participation Requirements:
• You must have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is your responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.
• The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.
• Attendance will be monitored throughout the day through webcams and polling. You must turn on your webcam during roll call at the beginning of class so that the instructor can verify your photo identification. Students with licenses in Connecticut, Maryland, North Carolina, South Dakota or New York must keep their webcams on at all times.

Location:  Hilton Garden Inn Freeport Downtown, Freeport, ME
Tuition:  $195 AI Price; $220 Full Price (after 8/29, add $25)
Instructor:  Joseph V.  Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points

Registration:  8:30 am

Classroom Hours: 9:00 am – 5:00 pm