Jun
4
Tue
2024
Fundamentals of Appraising Affordable Housing @ Via Livestream Classroom
Jun 4 all-day

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.
Jun
18
Tue
2024
The Multifamily Market and the Impact of the MBTA Communities Act and Q2 Chapter Business Meeting @ Connelly Center @ the Federal Reserve Boston
Jun 18 @ 12:00 pm

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.

 

Aug
12
Mon
2024
Advanced Concepts and Case Studies @ Courtyard by Marriott
Aug 12 – Aug 17 all-day

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)

Sep
4
Wed
2024
Top 15 Takeaways from Your Colleagues’ Legal Misfortunes @ Via Livestream Classroom
Sep 4 @ 9:00 am

Date: Thursday, September 19, 2024

Price: $99 AI Price; $135 Full Price

Via Livestream Classroom

Instructor:  Attorney Peter Christensen

Login / Program Access:  8:30 am

Classroom Hours: 9:00 am – noon

Registered students will be sent a link to access the class

Attorney Peter Christensen will offer 15 takeaways and lessons from legal situations and cases involving appraisers. What can appraisers learn from their colleagues’ legal misfortunes?

Here are some of the takeaways offered:

  • How does USPAP relate to a professional negligence claim?
  • What’s the most important language in an appraisal report – in relation to an appraiser’s potential liability?
  • What legal problems have copying and pasting information from Wikipedia into appraisal reports caused appraisers?
  • How does the Gramm Leach Bliley Act really apply to appraisers?

Peter Christensen is an attorney whose practice is focused on legal and regulatory issues concerning real estate valuation. He is the author of Risk Management for Real Estate Appraisers and Appraisal Firms, published by the Appraisal Institute in 2019.

 

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

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

 

Sep
11
Wed
2024
Understanding LD 2003 and its Impact on Real Estate Appraisal Practices in Maine and Q3 2024 Chapter Business Meeting @ Hilton Garden Inn Freeport Downtown
Sep 11 @ 3:00 pm

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

Oct
21
Mon
2024
2024 New England Appraisers Expo @ Four Points by Sheraton
Oct 21 – Oct 24 all-day
 
General Session – October 21, 2024 – In-person at the Four Points by Sheraton, Norwood MA
 
Commercial Expo Session – October 23, 2024 – Via Livestream Classroom
 
Residential Expo Session – October 24, 2024 – Via Livestream Classroom
 
Keynote Speaker –

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.

Oct
28
Mon
2024
Impact of Short-term Rentals (on Real Property Valuation) @ Greater Boston Association of Realtors Training Center
Oct 28 all-day

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! 

Short-term residential rentals (STRs) play an increasing role in the global sharing economy. It’s important that appraisers, lenders, and underwriters become familiar with the nuances of valuing these properties.

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 seminar provides an overview and brief history of the short-term rental industry, information on aspects of value, FF&E, capitalization rates, going-concern value, motivations of property owners, and proper methods of research. Case study examples demonstrate how to value single-unit, multi-unit, and mixed-use properties that include an STR component.
Nov
14
Thu
2024
Impact of Short-term Rentals (on Real Property Valuation) @ Via Livestream Classroom
Nov 14 all-day

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! 

Short-term residential rentals (STRs) play an increasing role in the global sharing economy. It’s important that appraisers, lenders, and underwriters become familiar with the nuances of valuing these properties.

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 seminar provides an overview and brief history of the short-term rental industry, information on aspects of value, FF&E, capitalization rates, going-concern value, motivations of property owners, and proper methods of research. Case study examples demonstrate how to value single-unit, multi-unit, and mixed-use properties that include an STR component.
 
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.
Feb
12
Wed
2025
General Appraiser Income Approach Part 1 @ Hyatt Place
Feb 12 – Feb 15 all-day

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)

Feb
21
Fri
2025
2024-2025 7-Hour National USPAP Update Course @ Via Livestream Classroom
Feb 21 all-day

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:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 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.

 

Mar
7
Fri
2025
Basic Appraisal Principles @ Hyatt Place
Mar 7 – Mar 15 all-day

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

Mar
19
Wed
2025
General Appraiser Income Approach Part 2 @ Hyatt Place
Mar 19 – Mar 22 all-day

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)

Apr
4
Fri
2025
15 Hour National USPAP Course @ Hyatt Place
Apr 4 – Apr 5 all-day

 

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.

Apr
18
Fri
2025
Basic Appraisal Procedures @ Hyatt Place Braintree
Apr 18 – Apr 26 all-day

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

May
7
Wed
2025
General Appraiser Report Writing and Case Studies @ Hyatt Place
May 7 – May 10 all-day

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)

May
14
Wed
2025
Business Practices and Ethics @ via Livestream Classroom
May 14 @ 9:00 am – 3:30 pm

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.

Jun
11
Wed
2025
Real Estate Finance Statistics and Valuation Modeling @ Hyatt Place
Jun 11 – Jun 12 all-day

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)

Jun
18
Wed
2025
2024 / 2025 7 Hour National USPAP Update Course @ Via Live / Synchonous Classroom
Jun 18 all-day

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:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 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.

Sep
17
Wed
2025
General Appraiser Sales Comparison Approach @ Hyatt Place
Sep 17 – Sep 20 all-day

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

Oct
15
Wed
2025
General Appraiser Site Valuation & Cost Approach @ Hyatt Place
Oct 15 – Oct 18 all-day

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)

Nov
12
Wed
2025
General Appraiser Market Analysis and Highest and Best Use @ Hyatt Place
Nov 12 – Nov 15 all-day

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)