New Balance Development’s Boston Landing – a MBTA Public Private Partnership
Wednesday, May 23rd @
Boston Landing | 80 Guest Street
Boston/Brighton, MA Followed by Cocktails and Bowling at Flatbread
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New Balance Development’s Boston Landing – a MBTA Public Private Partnership
The Massachusetts and Rhode Island Chapter is pleased to welcome a distinguished group of panelists with first hand knowledge of the process involved in public/private partnerships. The two hour CE program will include professionals directly involved in the development of Boston Landing in Brighton/Boston, the home of the Boston Bruins’ and soon to be Boston Celtics’ practice facilities. Following the two hour CE program, participants
are invited for networking, cocktails and light refreshments, at Brighton Bowl, a new candlepin bowling alley, located in Flatbreads at 75 Guest Street. The program will feature an overview of NB Development’s mixed-use Boston Landing complex with focus of the MBTA’s Public Private Partnership (P3) in constructing the new commuter rail station. It will also focus on the station’s impact on marketability and value as a transit-oriented development. Finally, the program will also discuss the new transit station as a catalyst for the overall neighborhood’s redevelopment. —Learn Valuation Information and Earn Two Hours of CE Credit— |
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Meet our Knowledgeable Panel The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome a distinguished group of panelists to our upcoming Chapter meeting. Moderator
Panelists
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| Program Details
Schedule of Events 2:30 pm – Registration 3:00 pm – 5:00 pm – Two Hour CE Program Cost $50 AI Price: $75 Regular Price. Space is limited. Register now to guarantee your seat!
Continuing Education Credit
The program is approved for two hours of Appraisal Institute Continuing Education credit. Applications have been submitted to the Commonwealth of Massachusetts and the states of Rhode Island and New Hampshire. About Boston Landing
Boston Landing is Boston’s dynamic new neighborhood for businesses, families and shoppers pursuing active lives. Poised on the Mass Pike and easily accessible from anywhere in the city, it is the new home of the Celtics, the Bruins, and New Balance. Directions can be found here. Parking We are able to offer validated parking at the 80 Guest Street parking garage. Access to the garage is on the back service corridor which runs alongside the MassPike. |
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
Understanding the Impact of Casinos on Massachusetts Communities
Tuesday, May 21st @
Fort Port Room @ Atlantic Wharf | 290 Congress Street, Boston, MA
The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome officials from the Massachusetts Gaming Commission as well as representatives from Springfield and Plainridge Massachusetts, two casino host communities to present Understanding the Impact of Casinos on Massachusetts Communities. Presentations will include an overview of the law and impacts expected from the new industry. There will also be a discussion of the process of selecting host and surrounding communities and ongoing community mitigation. Finally, there will be a presentation from the Massachusetts Gaming Commission’s Director of Research and Responsible Gaming who will discuss the commission’s public research work and focus to assess casino impacts on critical issues.
Presenters:
• Bruce Stebbins, Commissioner, Massachusetts Gaming Commissioner (MGC)
• John Ziemba – Ombudsman, MGC
• Edward Pikula – City Solicitor, Springfield, MA
• Richard Allen – Chairman of the Board of Assessors, Springfield, MA
• Jennifer Thompson – Town Administrator, Plainville, MA
• Maureen Clarke – Principal Assessor, Plainville MA
• Mark Vander Linden – Director of Research and Responsible Gaming, MGC
Schedule of Events
11:45 am – Registration
12:00 pm – Lunch and Chapter Business Meeting
12:30 pm – Two Hour CE Program
CE Credit: This program is approved for two hours of Appraisal Institute continuing education credit. Applications have been sent to the Massachusetts Board of Registration of Real Estate Appraisers and the States of New Hampshire and Rhode Island. It is the discretion of the Boards to approve, disapprove and/or reduce the amount of CE credit for the course.
The Election of 2020 Officers, Directors, and Regional Representatives will take place at the Chapter Business Meeting. Read the 2019 Report of the Nominating Committee here.
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September 25th @ 10:00 am – 2:30 pm
Save the Bay
100 Save the Bay Drive, Providence, RI
The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome a distinguished group of panelists to share their insights and provide an overview of the cause and effect created by climate change. The panelists delve into an understanding of “at risk” property areas as well as some practical applications for appraisers to consider in appraising at risk properties.
- Topics Include:
- Economic and real property risk
- The current and future status of climate change, impacted by policy changes, resiliency legislation and state goals, adaptation and hazard mitigation
- The current financial and flood insurance regulatory environment including FEMA rules
Presentations will include:
- Rhode Island’s Vulnerable Coastline–Mr. Grover Fugate, Executive Director, RI Coastal Resources MC
- Narragansett Bay Will Change–Mr. Johnathan Stone, Executive Director Save the Bay
- Wetlands/Resiliency/Policy Solutions—Janet Coite, Director RI Dept. of Environmental Management
Impact on the Market–Realtor Perspective–TBA - Round Table Discussion – Real Estate Experts from the Banking, Appraisal and Sales profession discuss the practical impacts and unintended consequences of climate change in the Real Estate Profession
Schedule of Events:
9:30 am – Registration
10:00 am – Noon – AM Session*
Noon – Chapter Business Meeting and Lunch
12:30 pm – 2:30 pm – PM Session*
*Participants must attend both sessions to receive CE credit. No partial credit will be granted.
The Chapter meeting will include the presentation of designation certificates and the election to fill a vacant spot on the 2020 Chapter Board of Directors. View the Report of the Nominating Committee here.
Continuing Education Credit: This program is approved for four hours (4.0) of continuing education credit by the Appraisal Institute and the State of Rhode Island. Applications have been sent to the Commonwealth of Massachusetts and the state New Hampshire for 4.0 hours of continuing education credit. It is the discretion of the Board to approve, disapprove and/or reduce the amount of CE credit for the course. No approval will be granted in other states.
Location: AV-1 on the 3rd Floor at the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA
Program Schedule:
Registration and Continental Breakfast 7:30 am
CE Program: 8:00 am – 10:00 am
- Elizabeth Berthelette, Director of Research Newmark, Knight, Frank, Boston, MA
- Greg Klemmer, Executive Vice President, Colliers International, Boston, MA
- David Martel, Executive Managing Director, Newmark, Knight, Frank, Boston MA
- Alan Suzuki, Senior Director, Jones Lang LaSalle Americas, Inc., Boston, MA
Candidates for Designation Networking Event
Wednesday, October 16th @ 5:00 pm
Central Wharf Company
160 Milk Street Street | Boston, MA
Join candidates and advisors for a casual networking and socializing happy hour!
This event will give Candidates and Advisors the opportunity to meet with their fellow Candidates and Advisors in a casual environment to encourage engagement and connection. Candidate Guidance Committee members and newly Designated Members will be on hand to answer questions Candidates may have regarding their designation path.
Make invaluable business connections and enrich your professional development.
This is a free event, but for planning purposes please RSVP by October 15th.
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)
This is a FREE event and NO continuing education will be granted.
May 11th @ 3:00 pm
Program time approximately 60 minutes
The Massachusetts and Rhode Island Chapter has put together a distinguished panel of real estate professionals to discuss current developments during this unprecedented time. Learn how the COVID 19 pandemic is having a substantial impact on local residential real estate markets and creating challenges for appraisers.
Panelists
Mark Hickey
Director of Market Analytics, CoStar
The Boston Residential Market in Tumultuous Times
Joanne Shelton
Principal/Director at Bonz and Company, Inc.
Multi-Family Housing
Bill Dermody
Chairman of the Board for the Greater Boston Real Estate Board (GBREB)
Sales Manager, Berkshire Hathaway
State of the current residential market
Theresa Hatton, CEO
Massachusetts Association of Realtors
Legislative and market conditions
Tom Acitelli
Author, reporter, and blogger
Residential Real Estate Market
Deborah Carlson
Moderator
Vice President /Appraisal at Needham Bank
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About the Webinar
Webinar will be held using Zoom. A Zoom account is not required.
Registered attendees will be sent an easy to use link to join the webinar.
Attendees will be in listen only mode. If you would like to send a question in advance
for the panelists feel free to do so here. · If you have a question during the Webinar,
please use the “Chat” feature on the program.
As a thank you to our speakers, the Mass/RI Chapter has made a donation to Greater Boston Food Bank. Learn more about their pandemic response here.
Disclaimer:
This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
This is a FREE event and NO continuing education will be granted.
CompStak provides millions of vetted leases and sales comps nationwide across every asset class. Appraisal Institute professionals now get exclusive access to CompStak on both our Exchange Platform and Enterprise Platform. Compstak has recently partnered with the Massachusetts and Rhode Island Chapter of the Appraisal Institute as a Gold Partner.
Join us for this FREE webinar. Learn about Compstak and the CRE Tech industry in times of COVID-19 and how the recently launched national partnership with the Appraisal Institute can help you. There will be a demonstration of the Exchange platform and the unique benefits for appraisers such as the ability to save time and work more efficiently.
Presenters are Brandon Odenheimer, Sr. Market Development Manager, Northeast Region, COMPSTAK and Matt Lee, Regional Director, Midwest Region, COMPSTAK
The Appraisal Institute and Compstak have recently partnered where AI members gain access to 20 free comps when they qualify for CompStak Exchange and a 10% discount and 7 Day Trial when they qualify for our Enterprise offering.
Disclaimer:
This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
Instructor: Vincent M. Dowling, MAI, SRA
Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – Noon
Enrolled students will receive an email with a link to join the virtual class.
About the Program: This unique offering seeks to provide the appraiser with thought provoking insight into what clients and intended users expect in an appraisal. Understanding and addressing these expectations allow intended user/s and review appraisers to realize the value of the analysis and evaluate the appraisal service. The seminar focuses on the presentation of appraisal components in a manner that will be understood by the client and intended user/s and offer ways of providing supporting documentation in a manner to comply with the minimum requirements of USPAP. The objectives of this offering should be of interest to all appraisers, residential and commercial.
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 16th 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: This program is approved for 3 hours of AI credit (15 points) and for 3 hours of CE credit by the Commonwealth of Massachusetts (Approval #620013) and the State of Maine (Approval #116C001). Applications have also been submitted NH and RI for three hours of appraiser CE credit. There will be no credit provided in other states.
Course Materials: Price includes an electronic copy of the materials which will be emailed to enrolled students.
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)
Instructor: Vince Dowling, MAI
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.
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.
Join us in supporting the American Red Cross by giving the gift of life.
For 2021, the Massachusetts Rhode Island & Maine Chapter is hosting a month long Sleeves Up Blood Drive for Jay Zeiger Service Day. From May 1 to June 15, the Chapter is teaming up with the American Red Cross to ensure that a safe, reliable blood supply is available for patients in need.
We have set a modest goal of 30 pledges for blood donations, but with nearly 400 AI Professionals in our Chapter, we hope to exceed this goal. By clicking the link to schedule your blood donation, you know you’re on your way to helping save up to three lives!
To sign up, visit the Jay Zeiger Service Day donor page and find your nearest Red Cross donation center. A social distance-compliant reservation can be scheduled at any American Red Cross donation center near you.
About Jay Zeiger
In 2008, the Board of Directors voted to create a Jay (James) Zeiger Service Day. Jay was an active MAI member of the Massachusetts Chapter. In addition to serving on the Chapter’s Board of Directors for nine years, Jay served on various chapter and national Appraisal Institute committees. He was always an advocate for our organization. Jay lost his battle with cancer in August 2007 and the Chapter continues to honor him with a Day of Service in his memory.
Since its inception in 2008, Chapter AI Professionals have donated their time by volunteering at the PMCNewton-Needham Kids Ride, Greater Boston Food Bank and Cradles to Crayons.
To: Rhode Island Branch Chapter members
From: Susan Kelly, SRA, 2021 RI Branch Advisory Board Chair
Date: May 12th @ 9:30 am via Zoom
Please join members of the Rhode Island Branch Advisory Board for a special meeting of the Rhode Island Branch to discuss proposed changes to the Rhode Island Branch. A proposal to dissolve the branch structure, and replace it with a standing State of Rhode Island Committee will be discussed.
The Rhode Island Branch Advisory Board needs your feedback. Please plan on attending this special meeting to provide your input. If you are unable to attend the meeting, please feel free to email your thoughts to the Chapter directly at office@ma-ri-me-appraisalinstitute.org.
There is no charge to attend but registration is required. All registered attendees will be sent a link to join.
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 5/26, add $25)
Instructor: R. Scott Hartman, SRA
Enrolled students will receive a unique link to join the virtual class
Refer to this page for CE information
Who Should Enroll
Residential appraisers and reviewers who are currently working in the secondary market lending space: appraisals for loans that are ultimately purchased by Freddie Mac, FHA, VA, USDA, or Fannie Mae
Continuing Education
This course is approved for 35 AI CE points as well as 7.5 hours of CE credit by the Commonwealth of Massachusetts (Approval #120076 ), the State of Rhode Island (Approval #REA.0001346-CE) and Maine. The Chapter has verified that MA, RI, and ME have approved virtual education.
Optional Exam: Rhode Island and Maine have also approved this program for 8.5 hours including the optional exam which will NOT be offered. Students who wish to take the exam may do so through Pearvue Testing Center.
Equipment & Technology
• basic free Zoom Application software (https://zoom.us/pricing)
• reliable internet connection
• computer (iPad or tablet)
• web camera (built into laptop computer or external attachment)
• audio with speaker and microphone capability (built into your computer, headphone, or earbuds)
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 June 8th via email. Feel free to black out all information except your name, city, and state.
- 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.
Program: Allston/Brighton: The New Cambridge
Thursday, June 17th @ 9:00 am – 11:00 am
Login/Program Access: 8:30 am
Two Hour CE program: 9:00 am
Chapter Business Meeting and Election: 11:00 am
Registered attendees will be sent a link to join.
About the Program:
Developers are proposing new projects small and large to meet demand from technology companies migrating to Boston’s Allston/Brighton neighborhood. The Boston Planning & Development Agency (BPDA) is promoting mixed-use projects containing maker-space to maintain the “live, work, play” atmosphere employees and residents all desire. The program will focus on what is driving the demand for office and laboratory space and the mix of new housing proposed in the neighborhood. The program will help explain to real estate appraisers the value of maintaining the “live, work, play” atmosphere and how a mix of new uses increase a neighborhood’s continued desirability. In addition, the program will explain to real estate appraisers how access and proximity to demand generators is playing a role in the Allston/Brighton neighborhood’s transformation into The New Cambridge….
The offering is slated to feature:
Senator Barry Finegold (D), Massachusetts State Senator – 2nd Essex and Middlesex District
Jonathan Greeley, Director of Development Review – Boston Planning & Development Agency
Molly Heath, Managing Diretor, JLL
Ted Tye, Managing Partner – National Development
Morgan Pierson, Director of Development – Berkeley Investments
Jim Halliday, President – NB Development Group
Following the CE program, the Spring Chapter meeting will be held virtually at the conclusion of Allston/Brighton: The New Cambridge – Two Hour CE Program. The Chapter Business Meeting will include the Election of 2022 Officers, Directors and Regional Reps.
Instructor: Jonathan H. Avery, MAI, SRA
Login/Program Access: 8:00 am – 8:30 am EST
Classroom Hours: 8:30 am – 4:00 pm EST
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.
The Candidates Guidance Committee Presents Where Does the Time Go?
When: Wednesday, October 13th @ 4PM
Where: Via Zoom
This is a FREE event but registration is required. Registered participants will be sent a log-in link prior to the event.
About the Program
Earlier this year, the Candidates Guidance Committee sent out a survey which identified the biggest roadblock to designation was planning time to complete the requirements. This program will provide practical advice to assist with completing the comprehensive exam and demonstration of knowledge requirement.
Although all of us like to think we can “manage time”, there are definitely points in our lives, whether in relationships, family, work, education (and the multiple combinations of these interactions), where it feels like time is “managing us”.
In this webinar, we will take a look at how the hours of a week can be better organized, managed, and utilized to avoid interruptions, procrastinations, and delays in getting things done. We will examine what might be putting folks in the position of being “managed by time” and, hopefully, gain some insight into how participants can more effectively “manage time”.
Guest Speaker
Bob Mulvey is an advisor and educator with over 35 years of experience in postsecondary education. He has designed curriculum and done presentations and workshops on time management, project management, and career preparation for college students, faculty, and staff, as well as for a variety of community based organizations. He is a retired associate professor from the Professional Music Business department at Berklee College of Music in Boston.
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)
Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here.
Course Material and breaks: Price includes a downloaded version of the NEWLY required reference manual and the course handbook as well as AM break. 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.
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.
Reminder: Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here. All students will be required to display a paper or electronic copy of the current USPAP at registration – No Exceptions.
NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.
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.
Equipment & Technology
• basic free Zoom Application software (https://zoom.us/pricing)
• reliable internet connection
• computer (iPad or tablet)
• web camera (built into laptop computer or external attachment)
• audio with speaker and microphone capability (built into your computer, headphone, or earbuds)
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 9th via email. Feel free to black out all information except your name, city, and state.
- 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.
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.
Equipment & Technology
• basic free Zoom Application software (https://zoom.us/pricing)
• reliable internet connection
• computer (iPad or tablet)
• web camera (built into laptop computer or external attachment)
• audio with speaker and microphone capability (built into your computer, headphone, or earbuds)
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. via email. Feel free to black out all information except your name, city, and state.
- 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.
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)
Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here.
Course Material and breaks: Price includes a downloaded version of the NEWLY required reference manual and the course handbook as well as AM break. 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.
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.
Reminder: Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here. All students will be required to display a paper or electronic copy of the current USPAP at registration – No Exceptions.
NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.
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 .
Course Details: Click here for course description, etc
Course Location/Schedule:
Live /Virtual Education
Login/Program Access: 8:30 am – 9:00 am EST
Classroom Hours: 9:00 am – 1:00 pm EST
Live/Virtual 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 government issued ID must be emailed to the Chapter Office as verification no later than noon on April 13th.
- You will receive a separate email from the chapter office with log-in access information.
Continuing Education:
This course is approved for 20 AI CE points as well as four (4) hours of CE credit by the Commonwealth of Massachusetts and the State of Rhode Island. The Chapter has verified that MA and RI 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 verify the approval of virtual education in any other states they are looking to receive credit.
This course cannot be used for Maine appraiser credit.
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: 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)
Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here.
Course Material and breaks: Price includes a downloaded version of the NEWLY required reference manual and the course handbook as well as AM break. 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.
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.
Reminder: Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here. All students will be required to display a paper or electronic copy of the current USPAP at registration – No Exceptions.
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: $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)
Instructor: Patricia Staebler, SRA
Agenda
Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – 12:00 pm
2022 Q2 Chapter Business Meeting* – Immediately following the program (estimated 12:00 pm)
*Election of 2023 Officers, Directors and Regional Reps will take place at this meeting
Enrolled students will receive an email with log-in/access information with a link 7 days prior to the class.
ABOUT THE PROGRAM: An appraiser conducting a 50% FEMA rule appraisal must be well acquainted with numerous and varying rules and regulations set forth by FEMA, and must have a thorough understanding of construction techniques, materials, and markets. Which valuation method is most appropriate, which components should be included in the report, and which costs must be included and which may not be included. Without such knowledge, appraisers open themselves up to liability. This program will give a thorough overview of FEMA regulations, construction related issues and several examples from the work files of the instructor.
Price includes an electronic copy of the materials which will be emailed to students at the conclusion of the program. Required reading materials will be forwarded prior to the class.
PARTICIPATION GUIDELINES:
Photo ID Requirement– Students will need to send a government issued (ex: driver license photo) to Chapter office by noon on June 5th. This is a requirement, and you will not receive credit if we do not have a photo to verify your identification with.
Video/Audio Requirement – Students must have a webcam/iPhone/iPad/smartphone capability with microphone capabilities to participate and receive continuing education credit. The instructor must be able to see/hear you and you must be able to see/hear the instructor. This is a requirement, and you will not receive credit if you do not have video/audio capabilities to see/hear the instructor/allow the instructor to see/hear you
Required Equipment – Internet Access, Computer with Webcam/Camera, Microphone and Speakers.
CONTINUING EDUCATION: Applications have been submitted to MA and RI for three hours of appraiser CE credit.. There will be no credit provided in other states.
Important information for Maine Appraiser License Holders: Because this is a third party program that is not AQB approved, no CE credit can be provided for Maine for this program. Current ME Board rules do not allow for synchronous delivery of Board-approved (non-AQB) continuing education programs until the Board completes the process of updating its rules to allow it.
Enhance your valuation analyses and broaden your consulting portfolio by understanding the complexities of calculating effective rent. You will gain a thorough understanding of effective rent and its importance in lease negotiations and valuation assignments by working through case studies featuring common circumstances involving effective rent. Strengthen your analyses by evaluating the way effective rent impacts property value. Recognize how the integration of the effective rent measurement is used by market participants (landlords and tenants) for leases involving landlord concessions and non-market-based provisions in all three approaches to value. At the end of the seminar, you will have a take-away model to use immediately when incorporating effective rent into your valuation or consulting work.
Course Location/Schedule:
Cloudwork Co-Working Multi-Space, 63 Federal St, Portland, ME
Registration: 12:15 pm
Classroom Hours: 12:30 pm – 4:30 pm
Credit Hours: 4 hours and 20 AI Points. Approved in RI & ME. An application has been submitted to MA for 4 hour of CE credit. For other states, click here
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 is included.
Parking: There is all-day free parking on nearby Mountfort street as well as several parking lots in close proximity.
This is a FREE event and NO state CE will be granted.
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.
Day 2, Tuesday, June 21, 10:00 am – 1:30 pm
Day 3, Wednesday, June 22, 10:00 am – 1:30 pm
Day 4, Thursday, June 23, 10:00 am – 1:30 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 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)
Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here.
Course Material and breaks: Price includes a downloaded version of the NEWLY required reference manual and the course handbook as well as AM break. 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.
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.
Reminder: Students will be required to bring their own copy of the current USPAP to class. The USPAP publication did not change for 2022. For more information, see The Appraisal Foundation’s FAQs here. All students will be required to display a paper or electronic copy of the current USPAP at registration – No Exceptions.
NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.
TRILLIUM FORT POINT
Thursday, July 28th @ 4:00 pm
50 Thomson Place, Boston, MA
Join us on Trillium Fort Point’s Patio (2nd Floor) in Boston’s Seaport District for an informal meet and greet with other real estate valuation professionals.
CASH BAR and FREE APPETIZERS
PARKING – There are numerous public parking garages and surface lots within a two-block radius of the Fort Point location. The closest is located at the intersection of Stillings Street and Calvin Place. There is also metered street parking on Seaport Blvd.
This is a FREE event but for planning purposes, we ask you to RSVP to Lianne Andreucci at the chapter office by 7/25.
Learn about the vendors who can assist you in developing better quality reports that contain the most recent and applicable transaction data. This two hour CE program will provide information about vendors who provide appraisal data and software.
The Virtual Appraisal Service Vendor Showcase will provide appraisers of the template options available to deliver USPAP compliant reports to clients and data services available to provide support for their market assumption conclusions. Attendees will learn how to efficiently access the best comparable sale and lease data, demographics, and the technology platforms used to create superior quality report documents and discounted cash flow models. Presentations will be provided by Compstak, Lightbox and VALCRE. More vendors to be added.
Location: Via Synchronous Classroom (Zoom)
Login/Classroom Access: 9:30 am
Chapter Meeting: 9:45 am
CE Program: 10:00 am – Noon
CE Credit: This program is approved for two hours of Appraisal Institute and MA continuing education credit. An application has been submitted to ME. No approval will be granted 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
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
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 3.75 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.
Day 1: Monday, November 28, 10:00 am – 1:45 pm
Day 2: Tuesday, November 29, 10:00 am – 1:45 pm
Day 3: Wednesday, November 30, 10:00 am – 1:45 pm
Day 4: Thursday, December 1, 10:00 am – 1:45 pm
Instructor: Jonathan H. Avery, MAI, SRA
Login/Program Access: 8:00 am – 8:30 am EST
Classroom Hours: 8:30 am – 4:00 pm EST
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.
Location: Greater Boston Association of Realtors, 68 Main Street, Reading, MA
Tuition: $195 AI Price; $220 Full Price (after 3/15 add $25)
Instructor: Joseph P. Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points
Registration: 8:30 am
Classroom Hours: 8:45 am – 4:30 pm
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)
Course Details: Click HERE for course description, state certification hours, etc.
Dates: Tuesday, May 30 – Friday, June 2, 2023
Course Schedule:
- Registration: 8:00 am on 5/30
- Classroom Hours: 8:30 am – 4:30 pm
FREE Networking Lunch: Wednesday, May 31st @ noon
Location: Hilton Boston Logan Airport, One Hotel Drive, Boston, MA
Continuing Education Credit
This course is approved for 28 hours of appraiser CE credit in Massachusetts (Approval #120057), 30 hours (with exam) in Rhode Island (Approval #REA.0001935-CE) and 30 hours (with exam) in ME ( Approval # 58914). It is approved for 200 Appraisal Institute CE points; 250 with the exam.
Click Here to check state approvals.
Parking is included in the registration fee.
Agenda
2:30 pm – Registration
3:00 pm – 5:00 PM – Two Hour CE Program/Maine Real Estate Market & Economic Update 2023
5:00 pm – Q2 Chapter Business Meeting and Cocktail Reception/Networking
The program will include a discussion of the current state of the Maine economy, including demographics, workforce and employment, state gross domestic product (GDP), wages and income as well as other indicators by a State of Maine economist. Also discussed will be the current residential real estate market conditions in Maine including yearly and monthly trends, list/sale price ratios, recent notable real estate transactions as well as a Q3 and Q4 forecast. Finally, the current commercial real estate market will also be discussed.
This program is approved for two hours of CE credit by the Appraisal Institute. Applications for two hours of CE credit will be sent to MA, RI, and ME. No credit will be provided in other states.
The educational offering will consist of three (3) presentations:
• Amanda Rector, Maine State Economist, Augusta, ME
• Dava Davin, Principal, Portside Real Estate Group, Portland, ME
• Jessica Estes, Partner, The Boulos Company, Portland, ME
The Election of 2024 Massachusetts Rhode Island & Maine Chapter Officers, Directors and Regional Reps will take place at the Q2 Chapter Business Meeting. Read the 2023 Report of the Nominating Committee here.
Thank you to our event sponsors (as of 5/18)
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
Instructor: Gregory Accetta, MAI, AI-GRS
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 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.
SEPTEMBER 6TH – JAY ZEIGER SERVICE DAY
Volunteer In Our Community!
|
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
Tuesday, September 12th @ 5:00 pm
Are you ready to connect in person with other real estate appraiser professionals? Join us for an informal meet and greet. Co-workers and friends are invited to join Maine chapter leadership following the CE program being held on September 12, 2023.
FREE APPETIZERS | NO ADVANCE REGISTRATION REQUIRED
Learn more about the CE event here
- This program is being held through a collaboration with the Massachusetts Rhode Island & Maine Chapter and the New Hampshire / Vermont Chapter of the Appraisal Institute.
- Price includes all program materials and lunch.
- Attendees will be eligible for a discount on a future CoreLogic product.
About the Program – This course will teach what the cost approach is and how to best utilize it to determine the replacement cost of residential buildings and other improvements in the USA and Canada. Students will learn how to arrive at an accurate and reliable cost approach provides a complete, authoritative appraisal guide for developing replacement costs along with depreciated values of a wide variety of residential buildings and other improvements. It contains indexes of building costs as well as a great deal of useful miscellaneous information for anyone interested in cost and value.
This course provides a thorough understanding of the Square Foot Method, including identifying comparable building types, refining and adjusting the base cost, applying depreciation principles and modifying the final cost for localization. The first half of the class will demonstrate how to effectively use the physical Residential Cost Handbook, while the latter half will focus on using the online SwiftEstimator.
CE Credit: Credit Hours: 7 hours (35 AI Points) . This program is approved by the Appraisal Institute for 35 AI points and for 7 hours of CE credit by NH and VT. Applications have been submitted to MA, ME, and RI. 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.
- This program is being held through a collaboration with the Massachusetts Rhode Island & Maine Chapter and the New Hampshire / Vermont Chapter of the Appraisal Institute.
- Price includes all program materials and lunch.
- Attendees will be eligible for a discount on a future CoreLogic product.
Date: Friday, November 3rd
Location: Sheraton Nashua | 11 Tara Boulevard | Nashua, NH
Classroom Hours: 8:30 am – 4:30 pm; Registration starts at 8:00 am
About the Program – This course will teach what the cost approach is and how to best utilize it to determine the replacement cost of commercial buildings and other improvements in the USA and Canada. Students will learn how to arrive at an accurate and reliable cost approach.
The Commercial Cost Handbook provides a complete, authoritative appraisal guide for developing replacement costs along with depreciated values of a wide variety of commercial buildings and other improvements. It contains indexes of building costs as well as a great deal of useful miscellaneous information for anyone interested in cost and value.
The first half of the class will demonstrate how to effectively use the physical Commercial Cost Handbook, while the latter half will focus on using the online SwiftEstimator.
CE Credit – Credit Hours: 7 hours (35 AI Points) . This program is approved by the Appraisal Institute for 35 AI points and for 7 hours of CE credit by NH and VT. Applications have been submitted to MA, ME, and RI. 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.
Cost: $385 AI Price; $435 Regular Price* (Attendees are eligible for a $300 stipend (see below)
Cost includes AM AND PM breaks and a downloadable version of the required course 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 for shipping. This course is being offered through a collaboration between the MARIME Chapter and 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. Accurate and timely appraisals by qualified professionals are a key component of virtually all land conservation transactions—especially those utilizing federal funds and requiring Yellow Book appraisals. Across the country, the rate of conservation is limited by an acute shortage of qualified appraisers. The problem will only get worse with imminent retirements and there aren’t enough new appraisers becoming licensed to replace them. As a result, conservation projects are being delayed or set aside with some landowners unwilling to wait for land trusts to complete their valuations.
The Alliance is proud to partner with the Appraisal Institute to deliver this subsidized training on Uniform Appraisal Standards for Federal Land Acquisitions. Appraisers who are interested in conducting appraisals for conservation projects are eligible for a $300 stipend that can be applied toward their registration fee. If you are interested, please email Jen Plowden (jplowden@lta.org) with a brief description of your interest in using the skills acquired during this training to further the work of land conservation.
Course Details: Click HERE for course description, state certification hours, etc.
Dates: Wednesday, November 8 – Thursday, November 9, 2023
Course Schedule:
- Registration: 8:00 am on 11/8
- Classroom Hours: 8:30 am – 4:30 pm
Location: Courtyard by Marriott,
Instructor: Vince Dowling, MAI, SRA
Continuing Education Credit:
This course is approved for 14 hours of appraiser CE credit in Massachusetts (Approval #120070), 15 hours (with exam) in Rhode Island (Approval #REA.0001812-CE) and 14 hours in ME ( Approval # 5C058). It is approved for 150 Appraisal Institute CE points; 200 with the exam.
2024-2025 7-Hour National USPAP Update Course
Location: Courtyard by Marriott, 700 Unicorn Park Dr, Woburn, MA,
Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm
Tuition: $195 AI Price / $220 Regular Price
Instructor: Jonathan H. Avery, MAI, SRA
Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)
Students will be required to bring their own copy of the current USPAP and the Reference/Guidance manual to class.
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.
NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.
2024-2025 7-Hour National USPAP Update Course
Location: Hilton Garden Inn, 1 Thurber Street, Warwick, RI
Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 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.
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: 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.
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.
The Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute is holding a Holiday Luncheon in Providence, RI. Join fellow appraisers for networking and holiday cheer!
When: Monday, December 16th, 2024 @ 12:30 pm
Where: Old Canteen Italian Restaurant
120 Atwells Ave, Providence, RI
RSVP no later than Friday, December 13th
All Are Welcome to Attend!
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.
For more information, please contact:
Tina O’Connell, MAI, AI-GRS, Chair (Maine)
Susan Kelly, SRA (Rhode Island)
Melanie Kosich, MAI – (Massachusetts)
Jennifer O’Neill, SRA (Connecticut)
Leitha Reilly (New Hampshire)
You do not have to be a member of the Appraisal Institute to participate.
Please share this invitation with your colleagues.
When: Wednesday, January 29, 2025
Where: Connelly Center @ the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA
- Schedule of Events:
- 12:00 pm – 12:30 pm / Luncheon Served / Q1 2025 Chapter Business Meeting
- 12:30 pm – 2:00 pm / Two Hour CE Program
Change is a constant and, at this moment, change is occurring quickly in our real estate markets. Join us for our annual economic forum where we have teamed with an all-star panel to discuss the Greater Boston and New England real estate market. The program will include presentations regarding trends in the downtown office market, the suburban office, industrial, and warehouse markets, and an overview of current economic trends affecting these markets. In addition to these valuable presentations, this is a great networking event. Meet new people, see old friends. See you there.
Panelists:
- David Stubblebine, President – The Stubblebine Company
- Jay Driscoll, Principal – Avison Young
- Elizabeth Berthelette, CRE, Head of Northeast Research & National Life Science Research – Newmark
Continuing Education Credit: This program is approved by the Appraisal Institute for 2 hours (10 AI points) and applications have been submitted to the states of MA, ME, NH, RI and VT.for two hours of state of CE credit.
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)
Date: Wednesday, February 19, 2025
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 and the states of MA, ME, and RI for three . 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.
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)