Eliminating Bias and Developing Cultural Competency with Real World Relevance

Appraisal Institute, Northern California Chapter

3 hours of CE credit (California)

Eliminating Bias and Developing Cultural Competency with Real World Relevance” provides appraisers with specifically relevant and useful guidance on the subjects of bias and discrimination in appraising and also the subject of cultural competency. The course content, as well as the laws and cases discussed, are relevant to both residential and commercial appraisers. Up-to-date information is given about current investigations and cases relating to alleged discrimination and guidance is offered on practices to reduce bias and the risk of disputes alleging discrimination.

The course answers specific questions for appraisers, such as:

• How have appraisers found themselves as the targets of investigations and lawsuits alleging discrimination?
• What forms of proof are needed to establish a fair housing claim against an appraiser?
• What can appraisers do to lower their risk?
• What should appraisers know about implicit bias?
• Why is basic “cultural competency” important to appraisers?

The course has been developed to meet the requirements for appraisers under California Bus. and Prof. Code section 11360 for Elimination of Bias (2 hours) and Cultural Competency (1 hour).

Register EARLY and Save up to $70!

For more information and to register:

norcal-ai.org

Eliminating Bias and Developing Cultural Competency with Real World Relevance

Appraisal Institute, Northern California Chapter

3 hours of CE credit (California)

Eliminating Bias and Developing Cultural Competency with Real World Relevance” provides appraisers with specifically relevant and useful guidance on the subjects of bias and discrimination in appraising and also the subject of cultural competency. The course content, as well as the laws and cases discussed, are relevant to both residential and commercial appraisers. Up-to-date information is given about current investigations and cases relating to alleged discrimination and guidance is offered on practices to reduce bias and the risk of disputes alleging discrimination.

The course answers specific questions for appraisers, such as:

• How have appraisers found themselves as the targets of investigations and lawsuits alleging discrimination?
• What forms of proof are needed to establish a fair housing claim against an appraiser?
• What can appraisers do to lower their risk?
• What should appraisers know about implicit bias?
• Why is basic “cultural competency” important to appraisers?

The course has been developed to meet the requirements for appraisers under California Bus. and Prof. Code section 11360 for Elimination of Bias (2 hours) and Cultural Competency (1 hour).

Register EARLY and Save up to $40!

For more information and to register:

norcal-ai.org

Top 15 Takeaways and Lessons from Your Colleagues’ Legal Misfortunes

Appraisal Institute, Florida Chapters (South, NW and E)

3 hours of CE credit (Florida)

For more information and to register:

SouthFlorida-ai.org

2024 Legal Update for Rural Appraisers

ASFMRA Webinar

1-Hour Legal Update Webinar

For more information and to register:

2024 Legal Update for Rural Appraisers | Webinar - ASFMRA

Eliminating Bias and Developing Cultural Competency – with Real World Relevance

All California appraisers will need to take this class before they renew their licenses, but there is no reason to delay! The topics in this class are important and timely – and also interesting. You will get up-to-date information about what is happening in the courts and in administrative bodies relating to alleged discrimination in appraising from an attorney who is presently handling cases and investigations. You’ll learn key ways to work on eliminating bias and reducing your legal risk. You’ll also learn why “cultural competency” knowledge and skills are truly important for appraisers – you’ll see how a lack of cultural competency had led appraisers into legal quagmires.

3 hours of CE credit (in approved states)

For more information and to register:

• Appraiser eLearning

Appraiser Law in the Real World: Professional Liability, Fair Housing and Fair Lending (6 Hours)

New York State Association of REALTORS® Appraisal Committee

For more information and to register:

• View Informational Brochure

Top 10 Takeaways from Your Colleagues’ Legal Misfortunes

Appraisal Institute Southern California Chapter

For more information and to register:

• Appraisal Institute Southern California Chapter

“Appraisal Bias” 2 Hour presentation

(Part of 7 hour Westover Symposium)

WESTOVER SYMPOSIUM - Appraisal Institute Greater St. Louis Chapter

For more information and to register:

• Appraisal Institute Greater St. Louis Chapter

Top 15 Takeaways from Your Colleagues’ Legal Misfortunes

ATA'S 18TH ANNUAL MEETING AND EDUCATION CONFERENCE

3 hours of CE credit

For more information and to register:

• The Association of Texas Appraisers

Appraisal Law in the Real World

Appraisal Institute - Colorado Chapter

By using real-world cases, this seminar educates real estate appraisers about key legal concepts, laws and issues of current concern affecting appraisal practice.

The course answers specific questions for appraisers, such as:

• How does USPAP relate to professional negligence?
• What’s the most important language in an appraisal report – in relation to an appraiser’s potential liability?
• How does the Gramm Leach Bliley Act really apply to appraisers?
• Why should I use an engagement agreement for non-lending work? Where can I find a good sample?
• What are the most common reasons appraisers are sued?
• How should I handle a subpoena?
• What’s the difference between a fact witness versus an expert witness – why does it matter?
• How have appraisers found themselves as the targets of investigations and lawsuits alleging racial discrimination?

4 hours of Colorado CE credit

For more information and to register:

• Appraisal Institute - Colorado Chapter

Federal and California Laws and Regulations – with Real World Relevance

AMERICAN SOCIETY OF FARM MANAGERS AND RURAL APPRAISERS

Taught by Peter Christensen – a California lawyer whose legal work is focused on valuation services, this course takes a fresh approach to BREA’s required course on federal and California laws and regulations. It offers real world situations and examples to illustrate the laws covered in the course – by, for example, discussing emails offered as evidence in a real case to show alleged violations of appraiser independence requirements. This course also covers important laws relevant to appraising that are missed in other courses – such as the Gramm Leach Bliley Act, RESPA prohibitions relating to appraisal fees, and fair housing laws, including California’s newly enacted appraisal protections.

4 hours of California CE credit

$85 Members / $100 Non-members (ASFMRA)

For more information and to register:

• ASFMRA.org

Elimination of Bias and Developing Competency – with Real World Relevance

AMERICAN SOCIETY OF FARM MANAGERS AND RURAL APPRAISERS

All California appraisers will need to take this class before they renew their licenses, but there is no reason to delay! The topics are important and timely – and also interesting. You will get up-to-date information from attorney Peter Christensen about what is happening in the courts and in administrative bodies relating to alleged discrimination in appraising from an attorney who is presently handling cases and investigations. You’ll learn key ways to work on eliminating bias and reduce your legal risk. You’ll also learn why “cultural competency” knowledge and skills are truly important for appraisers – you’ll see how a lack of cultural competency has led appraisers into legal quagmires.

3 hours of California CE credit

$75 Members / $90 Non-members (ASFMRA)

For more information and to register:

• ASFMRA.org

Federal and California Laws and Regulations with Real World Relevance

This course takes a fresh approach to BREA’s required course on federal and California laws and regulations. It offers real world situations and examples to illustrate the laws covered in the course – by, for example, discussing emails offered as evidence in a real case to show alleged violations of appraiser independence requirements. This course also covers important laws relevant to appraising that are missed in other courses – such as the Gramm Leach Bliley Act, RESPA prohibitions relating to appraisal fees, and fair housing laws, including California’s newly enacted appraisal protections.

The course answers real world legal questions for appraisers, such as:

• What are the laws and regulations I really need to know?
• Should I give a “privacy notice” under the Gramm Leach Bliley Act to clients or borrowers?
• Is there a “statute of limitations” for complaints to BREA?
• Is it o.k. to give a $100 gift card to a chief appraiser for sending me appraisal assignments?
• Where can I find good engagement letter samples – and what does California’s appraiser law and BREA say about them?
• What does an actual BREA “demand letter” look like?
• If I agree to settle a BREA citation will that be published on BREA’s website?

4 hours of CE credit, $80

For more information and to register:

• ValuationLegal.com

Topic: Top 15 Takeaways and Lessons from Your Colleagues' Legal Misfortunes

Appraisers' Coalition of Washington Spring Conference

3 hours of CE credit

For more information and to register:

• Appraisers' Coalition of Washington

Elimination of Bias and Developing Cultural Competency

There is no reason to delay taking this class! The topics are important and timely – and also interesting. You will get up-to-date information from me about what is happening in the courts and in administrative bodies relating to alleged discrimination in appraising. You’ll learn key ways to work on eliminating bias and reduce your legal risk. You’ll also learn why “cultural competency” knowledge and skills are truly important for appraisers – you’ll see how a lack of cultural competency has led appraisers into legal quagmires.

3 hours of CE credit, $70

For more information and to register:

• ValuationLegal.com

Topic: Appraiser Law in the Real World

7 hours of CE credit

For more information and to register:

• www.valuationlegal.com

Eliminating Bias and Developing Cultural Competency with Real World Relevance

2023 Appraiser's Conference and Trade Show

3 hours of CE credit

Summary of course: “Eliminating Bias and Developing Cultural Competency with Real World Relevance” provides appraisers with specifically relevant and useful guidance on the subjects of bias and discrimination in appraising and also the subject of cultural competency. The course content, as well as the laws and cases discussed, are relevant to both residential and commercial appraisers. Up-to-date information is given about current investigations and cases relating to alleged discrimination and guidance is offered on practices to reduce bias and the risk of disputes alleging discrimination.

For more information and to register:

• National Association of Appraisers

Top 15 Takeaways and Lessons from your Colleagues' Legal Misfortunes

Hosted by Wyoming and Western South Dakota Chapter of the Appraisal Institute

3 hours of CE credit

For more information and to register:

• Appraisal Institute

Elimination of Bias and Cultural Competency for Appraisers - with Real World Relevance

Hosted by Professional Appraisers Association of South Dakota

3 hours of CE credit

For more information and to register:

• Professional Appraisers Association of South Dakota

6 Recent Appraiser Legal Situations in 60 minutes - and the Lessons from Each

Hosted by: ASFMRA

This presentation will cover interesting and recent real-world legal situations involving real estate appraisers and draw key take ways from each situation. Highlights include:

• Appraiser sued over bad water in a well. How should appraisers handle such risks?
• Sketches and floorplans of building structures in an appraisal report – a new appellate case tackled the question: do they possibly violate copyright law?
• "I'm not an independent contractor. I'm your employee." – recent cases and legal developments concerning whether an appraiser is properly classified as a contractor or employee.
• How did a rural appraiser end up with a racial bias investigation?
• Appraiser provides a valuation for use in litigation by his client and testifies as an expert witness – the other side in the case is unhappy with the result and claims the appraiser was negligent. Can the other side actually sue the appraiser?

For more information and to register: (COMING SOON)

Hot Topics and Myths in Appraiser Liability

Hosted by: MS COALITION OF APPRAISERS

7 hours of CE credit

For more information and to register:

MS COALITION OF APPRAISERS

Hot Topics and Myths in Appraiser Liability

Hosted by North Dakota Appraisers Association

7 hours of CE credit

For more information and to register:

• North Dakota Appraisers Association

Six Recent Lawsuits and the Lessons from Each

Webinar via Appraiser eLearning

3 hours of CE credit (see more info link for approved states)

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The current state of appraiser liability – what are appraisers actually be sued over right now?
• The elements of a professional negligence claim in relation to an appraisal. What is the most important element in most claims?
• Can borrowers sue appraisers?
• The most common alleged errors that lead to negligence and other legal claims against appraisers. What are the three most important areas of any appraisal report that you should focus to avoid liability?
• How long after performing an appraisal can an appraiser be sued?
• The key things should appraisers know about the Fair Housing Act and current discrimination complaints against appraisers.
• Has Covid-19 had any effect on appraiser liability?

For more information and to register:

• Appraiser eLearning - Six Recent Lawsuits and the Lessons from Each

Nine Cases in 90 Minutes – Lessons from Your Colleagues’ Legal Misfortunes

90 minute CE presentation for the Fall Conference of the Northern California Chapter of the Appraisal Institute

For more information and to register:

• Northern California Chapter of the Appraisal Institute

Six Recent Lawsuits and the Lessons from Each

Webinar via Appraiser eLearning

3 hours of CE credit (see more info link for approved states)

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The current state of appraiser liability – what are appraisers actually be sued over right now?
• The elements of a professional negligence claim in relation to an appraisal. What is the most important element in most claims?
• Can borrowers sue appraisers?
• The most common alleged errors that lead to negligence and other legal claims against appraisers. What are the three most important areas of any appraisal report that you should focus to avoid liability?
• How long after performing an appraisal can an appraiser be sued?
• The key things should appraisers know about the Fair Housing Act and current discrimination complaints against appraisers.
• Has Covid-19 had any effect on appraiser liability?

For more information and to register:

• Appraiser eLearning - Six Recent Lawsuits and the Lessons from Each

HOT TOPICS AND MYTHS IN APPRAISER LIABILITY

THE CORE PURPOSE OF THIS SEMINAR IS TO EDUCATE APPRAISERS ABOUT THE LEGAL RISKS THEY FACE BY USING REAL WORLD PROFESSIONAL LIABILITY SITUATIONS AND LAWSUITS.

7 hours of CE credit

For more information and to register:

• PAASD and WY/Western SD Chapter of the Appraisal Institute

Special Liability Issues Relating to Real Estate Appraisers and Appraisal Firms

Illinois Coalition of Appraisal Professionals (ICAP)

For more information and to register:

• Illinois Coalition of Appraisal Professionals (ICAP)

Liability and the Appraiser Profession

Hosted by Appraisers Coalition of Washington

3 hours of CE credit

For more information and to register:

• Appraisers Coalition of Washington

Six Recent Lawsuits and the Lessons from Each

Hosted by the Maryland Chapter of the Appraisal Institute

2 hours of CE credit

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property. Who’s suing him?
• Why is the AMC being sued too?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement. What’s the bank think about that?
• The appraiser accused of making a 15% error in square footage – will the appraiser be liable to the borrower?
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?
• What are the main reasons that appraisers are being sued during the Covid-19 pandemic?
• Do you need a giant Covid-19 disclaimer in your report?

For more information and to register:

• The Maryland Chapter of the Appraisal Institute

Six Recent Lawsuits and the Lessons from Each (90 min)

Hosted by Ohio Coalition of Appraisers

7 hours of CE total (for entire day)

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property. Who’s suing him?
• Why is the AMC being sued too?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement. What’s the bank think about that?
• The appraiser accused of making a 15% error in square footage – will the appraiser be liable to the borrower?
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?
• What are the main reasons that appraisers are being sued during the Covid-19 pandemic?
• Do you need a giant Covid-19 disclaimer in your report?

For more information and to register:

• Ohio Coalition of Appraisers

Six Recent Lawsuits and the Lessons from Each

A joint virtual venture with the following Florida Appraisal Institute chapters: South Florida, Florida Gulf Coast, East Florida, Northeast Florida

3 hours of CE credit

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property. Who’s suing him?
• Why is the AMC being sued too?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement. What’s the bank think about that?
• The appraiser accused of making a 15% error in square footage – will the appraiser be liable to the borrower?
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?
• What are the main reasons that appraisers are being sued during the Covid-19 pandemic?
• Do you need a giant Covid-19 disclaimer in your report?

For more information and to register:

• East Florida Chapter
• South Florida Chapter
• Florida Gulf Coast Chapter
• Northeast Florida Chapter

Smart Risk Management for Appraisers

Michigan Chapter (Great Lakes) Hosted by the Appraisal Institute

Facing a lawsuit is a scenario that most appraisers would rather not think about, but it is a reality of the valuation profession. In “Smart Risk Management for Appraisers,” attorney Peter Christensen provides realistic, effective suggestions for managing the risks associated with valuation assignments. Discussion will cover why appraisers get sued, the elements of the most common claims, and the appraiser’s best tools for reducing liability risk to protect their practice.

For more information and to register: TBA

Smart Risk Management for Appraisers

Hosted by the ASFMRA

1 hour of ASFMRA CE credit

Facing a lawsuit is a scenario that most appraisers would rather not think about, but it is a reality of the valuation profession. In “Smart Risk Management for Appraisers,” attorney Peter Christensen provides realistic, effective suggestions for managing the risks associated with valuation assignments. Discussion will cover why appraisers get sued, the elements of the most common claims, and the appraiser’s best tools for reducing liability risk to protect their practice.

For more information and to register: Registration/Info Link

Six Appraiser Lawsuits Filed During the Pandemic and the Lessons from Each

Northern Colorado Association of Real Estate Appraisers

In this 2 hour seminar, Peter Christensen will update appraisers on common liability issues that affect good appraisers so that appraisers know the higher risk areas that actually cause claims, impart why and how the USPAP concepts of client/intended user and intended use relate to legal claims against appraisers, let appraisers know there is no magic language, but still point them to some key wording and dispel some myths about appraiser liability.

For more information and to register: Registration/Info Link

Smart Risk Management for Appraisers

Michigan Chapter (Great Lakes) Hosted by the Appraisal Institute

Facing a lawsuit is a scenario that most appraisers would rather not think about, but it is a reality of the valuation profession. In “Smart Risk Management for Appraisers,” attorney Peter Christensen provides realistic, effective suggestions for managing the risks associated with valuation assignments. Discussion will cover why appraisers get sued, the elements of the most common claims, and the appraiser’s best tools for reducing liability risk to protect their practice.

For more information and to register: Registration/Info Link

Four Recent Appraiser Lawsuits and The Lessons from Each

Hosted by the ASFMRA

1 hour of ASFMRA CE credit

This webinar will highlight the interesting facts and legal issues in four recent lawsuits filed against real estate appraisers and draw the key takeaways from each case. The cases discussed will address such matters as:

• The appraiser accused by the borrower of making a 15% error in square footage – will the appraiser be liable to the borrower? (In other words, can a borrower bring a legal claim for negligence against an appraiser even though the appraiser’s client under USPAP is the lender?)
• What are the most common alleged errors that lead to professional negligence and other legal claims against appraisers?
• Current trends in recent appraiser professional liability lawsuits.
• An appraiser is sued 6 years after delivery of the appraisal report. Will the statute of limitations get the claim dismissed?
• Appraisers being accused of discrimination and violations of the Fair Housing Act – what happens in a HUD investigation?

For more information and to register: Registration/Info Link

2021 Legal Update for Appraisers

7 hours Appraisal Institute Approved CE

Mid-Hudson (NY) chapter of AI 6th Annual Seminar

For more info: Registration/Info Link

Six Recent Appraisal Lawsuits and the Lessons from Each

3 hours CE approved in CA, ID, OR, WA and NV

Join the California Chapter, ASFMRA and Valuation Education LLC for this three-hour virtual offering that is NOT about boring stuff. It is about real-world cases and problems involving appraisers. Five of the six cases were filed during the pandemic. What were appraisers being sued for during the time of COVID-19? What about the reverse – are appraisers suing anyone in relation to their professional work?

This seminar discusses the facts and legal issues in six recent lawsuits filed against real estate appraisers and draws the key takeaways from each case. Such matters include:

• The appraiser who allegedly left the faucet running and flooded the property.
• The appraiser accused of making at 15% error in square footage – will the appraiser be liable to the borrower?
• Appraisers being accused of discrimination and violations of the Fair Housing Act – what happens in a HUD investigation?
• The appraiser sued 6 years after the delivery of a report. Will the statute of limitations get the claim dismissed?
• Do you need a giant COVID-19 disclaimer in your report?

For more info: Registration/Info Link

Legal Issues for Non-Lending and Litigation Appraisal Assignments

A joint virtual venture with the following Florida Appraisal Institute chapters: South Florida, Florida Gulf Coast, East Florida, Northeast Florida

3 hours CE

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.

These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

For South Florida Chapter: Registration/Info Link

For Northeast Florida Chapter: Registration/Info Link

For Florida Gulf Coast Chapter: Registration/Info Link

For East Florida Chapter: Registration/Info Link

Six Recent Lawsuits Against Appraisers and the Lessons from Each

ACOW Special Edition

3 hours CE in CA, ID, OR and WA

(In Montana, a rule change is pending that may allow live virtual classes soon.)

As appraisers who’ve been in my other classes know, my classes are not about boring E&O stuff. They are about real-world cases and problems. This seminar discusses the facts and legal issues in six recent lawsuits filed against appraisers (5 were filed during the pandemic) and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property. Who’s suing him?
• Why is the AMC being sued too?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement. What’s the bank think about that?
• The appraiser accused of making a 15% error in square footage – will the appraiser be liable to the borrower?
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?
• What are the main reasons that appraisers are being sued during the Covid-19 pandemic?
• Do you need a giant Covid-19 disclaimer in your report?

For more information please visit: valuationlegal.com

Smart Risk Management for Appraisers

A joint virtual venture with the following Florida Appraisal Institute chapters: South Florida, Florida Gulf Coast, East Florida, Northeast Florida

4 hours CE

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.

For South Florida Chapter: Registration/Info Link

For Northeast Florida Chapter: Registration/Info Link

For Florida Gulf Coast Chapter: Registration/Info Link

For East Florida Chapter: Registration/Info Link

Hot Topics and Myths in Appraiser Liability

For Alaska Appraisers

7 hours CE

This seminar uses recent real-world lawsuits as the backdrop. It’s divided into two parts. The first part focuses on liability issues relating to appraisal assignments for lending purposes. The second part focuses on liability stemming from non-lending work, such as expert witness, condemnation, divorce and tax assignments.

Answers questions like:

• What are the most common things that appraisers performing different kinds of work actually get sued over?
• What alleged mistakes are most common in claims?
• Can an appraiser be sued more than five years after the appraisal – i.e., what are the relevant statutes of limitation?
• How likely is an appraiser to have a legal problem?

For more information please visit: www.valuationlegal.com/lia-alaska-appraiser-ce-seminar/

Six Recent Lawsuits Against Appraisers and the Lessons from Each

Special guest: Jim Martin

California Bureau of Real Estate Appraisers Chief (recently retired)

3 hours CE in CA, ID, OR and WA

Course Fee $45

Six Recent Appraiser Lawsuits (and The Lessons from Each) discusses the interesting facts and legal issues in six recent lawsuits filed against real estate appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property.
• The appraiser accused of making a 15% error in square footage - will the appraiser be liable to the borrower?
• Appraisers being accused of discrimination and violations of the Fair Housing Act - what happens in a HUD investigation?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement.
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?
• What are the main reasons that appraisers are being sued during the Covid-19 pandemic?
• Do you need a giant Covid-19 disclaimer in your report?

For more information please visit: valuationlegal.com

Six Recent Lawsuits Against Appraisers and the Lessons from Each

Hosted By Oregon Chapter of the ASFMRA

3 hours CE

Six Recent Appraiser Lawsuits (and The Lessons from Each) discusses the interesting facts and legal issues in six recent lawsuits filed against real estate appraisers and draws the key takeaways from each case. The cases discussed address such matters as:

• The appraiser who allegedly left the faucet running and flooded the property.
• The appraiser accused of making a 15% error in square footage - will the appraiser be liable to the borrower?
• Appraisers being accused of discrimination and violations of the Fair Housing Act - what happens in a HUD investigation?
• The commercial appraisers who reported they performed a complete inspection but missed the flooding in the basement.
• The appraiser sued 6 years after delivery of a report. Will the statute of limitations get the claim dismissed?

For more information please visit: asfmra.org

Smart Risk Management for Appraisers

Hosted By the Mississippi Chapter

4 hours CE

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.

For more information please visit: appraisalinstitute.org

Legal Topics Affecting Appraisers

Hosted By Colorado Association of Real Estate Appraisers

2 hours CE

6 Lawsuits and the Lessons to be Learned from Each

For more information please visit: carea.net

Legal Issues for Non-Lending and Litigation Appraisal Assignments

Hosted By the Rio Grande AI Chapter

3 hours CE

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.

These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

For more information please visit: appraisalinstitute.org

Smart Risk Management for Appraisers

Hosted By the Rio Grande AI Chapter

4 hours CE

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.

For more information please visit: appraisalinstitute.org

Liability Issues for Appraisers Performing Litigation and Other Non-Lending Work

Hosted by: Appraiser eLearning

Approved for 3 hours of CE credit only in CA

In this seminar, I focus on legal issues relating to appraisal services for litigation and non-lending. I talk about risks associated with litigation work, divorce, estate, tax, and arbitration. You’ll also hear about the class action filed against appraisers who appraised conservation easements for IRS tax returns — they’re being sued for about hundred million dollars or so. I also cover creating professional, protective engagement letters that fit non-lending assignments.

This class includes a discussion of detailed engagement agreements that students will have access to as Word documents.

For more information please visit: appraiserelearning.com

2020 Annual Fall Conference – Northern California AI

Appraising in Uncertain Times: Best Practices to Manage Risk and Liability

The COVID-19 crisis continues to have significant impacts on real estate appraisal activities and on the professionals and businesses who deliver the services. During this period of heightened uncertainty and economic distress across multiple sectors, appraisers face increased legal and risk issues when developing credible and competent opinions of value.

The financial crisis of 2007-2009 provided many valuable lessons to appraisers in navigating uncertain and fluid market conditions. Which lessons are most relevant to this current crisis? What additional risks do appraisers face and how can those risks be best managed?

• Analysis of Apartment Properties During the Pandemic
• Near and Longterm Impacts of COVID-19 on the Market
• Additional Consideration to Other Factors, Such as Recent Legislation
• Perspectives From Owners and the Lending Community
• Regional and Submarket Trends, Statistics and Outlook

For more information please view this pdf: 2020 Fall Conference Brochure

Legal Issues for Non-Lending and Litigation Appraisal Assignments

Hosted by Southern New Jersey AI Chapter

3 hours CE

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar. These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

For more information please view this pdf: ai-snj.org/

Smart Risk Management for Appraisers

Hosted by Southern New Jersey AI Chapter

4 hours CE

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.

For more information please view this pdf: ai-snj.org/

Legal Issues for Non-Lending and Litigation Appraisal Assignments

Hosted by Great Lakes AI Chapter

3 hours CE

Most discussion of appraiser liability focuses on lawsuits and claims relating to appraisals performed for mortgage lending. However, appraisal assignments for litigation and other non-lending purposes actually present a greater liability risk to the appraiser on a per assignment basis. This seminar addresses the specific liability risks and additional key legal issues associated with appraisals for litigation, divorce, estate, tax, conservation easements and other non-lending purposes. It also addresses liability considerations for review appraisers. Actual lawsuits against appraisers form the foundation of the seminar.

These are the kinds of questions that appraisers get answered in this seminar: Who sues appraisers serving as expert witnesses? Who sues appraisers performing appraisals for tax purposes? What’s the surest way for an appraiser to be sued for non-lending work? What’s the likelihood of being sued about a retrospective review appraisal? How does potential liability for a retrospective review compare with potential liability for a contemporaneous review? What are the statutes of limitation for claims? What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?

For more information please visit: www.glcai.com/education.php

Smart Risk Management for Appraisers

Hosted by Great Lakes AI Chapter

4 hours CE

This seminar covers current liability trends affecting appraisers and dispels common myths and misunderstandings. The seminar concentrates on basic liability issues concerning lending assignments, and the best ways for appraisers to prevent claims and avoid liability. Real-world lawsuits and claims form the foundation of the course. Lessons are drawn from each case and specific suggestions for how to implement the lessons in daily appraisal work are discussed.

For more information please visit: www.glcai.com/education.php

Southern New Jersey AI Chapter

Topic: TBA
more information visit: https://ai-snj.org/

2020 Northern California Residential Appraisal Conference

NorCal AI chapter, Jointly sponsored by REAA “Residential Symposium” in Fairfield, CA

Topic: "Special Legal Issues for California Appraisers: Engagement Agreements, Divorce Assignments and AB 5"
For more information please visit: NorCal AI chapter

Liability Issues for Appraisers Performing Litigation and Other Non-Lending Work

This seminar focuses on legal issues relating to appraisal services for litigation and non-lending. Topics include risks associated with litigation work, divorce, estate, tax, and arbitration. You’ll also hear about the class action filed against appraisers who appraised conservation easements for IRS tax returns. This seminar will also cover creating professional, protective engagement letters that fit non-lending assignments.

3 CE Hours (CA only)

For more information and to register please visit: https://www.valuationlegal.com/classes/

Hot Topics & Myths in Appraiser Liability

Hosted by Hoosier State Chapter of the Appraisal Institute

4 CE Hours

For more information and to register please visit: https://ai.appraisalinstitute.org/

Disasters, Hybrids and Weed: Special Legal Issues for Appraisers

This seminar addresses special liability issues for appraisers following a natural disaster, the risks with hybrid appraisals, special claim issues relating to marijuana growing facilities, and other lessons in decreasing liability risks.

2 CE Hours (CA only)

For more information and to register please visit: https://www.valuationlegal.com/classes/

Hot Topics & Myths in Appraisers Liability

This seminar addresses appraiser liability issues relating to mortgage lending, and dispels some common myths and misunderstandings regarding liability matters.

The June 12th class will mainly use residential appraiser cases. The June 16th class will focus on liability cases predominantly involving commercial appraisers.

3 CE Hours (CA only)

For more information and to register please visit: https://www.valuationlegal.com/classes/

2020 Legal and Risk Issues for Appraisers

Hosted by the North Carolina AI Chapter

Description: In this webinar, attorney Peter Christensen will address special legal and risk issues affecting appraisers in 2020 – in relation both to COVID-19 and generally. He’ll cover:

• The potential liability impacts for appraisers that may stem from the COVID-19 crisis.
• Concerns about future liability in relation to appraisal work generally.
• Examples of suggested language to consider including in appraisal reports.
• The single most important liability prevention measure that appraisers – both commercial and residential – can take in every appraisal report.
• Key E&O insurance issues.

For more information and to register please visit: NCAI

Appraisal Institute Hoosier State Chapter

Topic: "Risk Management for Real Estate Appraisers 101” (4 hours)
For more information you can contact: Appraisal Institute Hoosier State Chapter

2020 Annual Spring Conference, Appraisal Institute Northern California Chapter

Topic: "California law AB5 and Appraisers"
Topic 2: "Good Business Law makes Dollars and Cents for your Appraisal Firm"
For more information and to register please visit: www.norcal-ai.org

Engagement Agreements for Non-Lending Assignments, Just for California and Washington Appraisers.

This free webinar will cover:

• How to create a professional engagement agreement for non-lending appraisal assignments.
• Impress your clients, make sure you get paid, and protect yourself with a well-thought agreement that works with corresponding terms and conditions in your appraisal report.
• How to access sample engagement agreements drafted specifically for California and Washington appraisers.
• For California appraisers, a 2 minute update about the latest "fix-it" legislation relating to appraisers as independent contractors.

The webinar will last approximately 45 minutes.
For more information and to register please visit: ValuationLegal.com

Presentation with the Sacramento-Sierra Chapter of the Appraisal Institute

Topic: "Hot Topics and Myths in Appraiser Liability"
For more information and to register please visit: www.appraisalinstitute.org

California Legal Update just for Appraisers

This free webinar will cover:

• Four new 2020 laws relevant to California appraisers and appraisal firms, including the California Consumer Privacy Act (don’t worry – it’s not bad for appraisers and small firms),
• A 2-minute update on potential “fix-it” legislation relating to AB 5, and
• The most important thing that every California appraiser can do in 2020 in every appraisal report of every type (whether residential, commercial, lending or non-lending) to avoid liability.

The webinar will last approximately 45 minutes and end with live electronic Q&A.
For more information and to register please visit: ValuationLegal.com

California AB 5 Just for Appraisers

Some issues that will be addressed:

• What does the law mean for individual appraisers?
• What adjustments should appraisers consider making in their businesses?
• Why are lenders and AMCs putting certain items in new contractor agreements?
• What if my small firm uses contractor appraisers? How can I deal with that?

For more information and to register please visit: ValuationLegal.com

California AB 5 for AMCs and Appraisers

In this free video webinar, attorney Peter Christensen will cover the essential elements of California AB 5 (the new "gig worker" law) in relation to appraisal management companies and appraisers as independent contractors. Basic strategies for dealing with the law will be discussed, including relevant points for contractor agreements between AMCs and appraisal service providers. The webinar will end with Q&A.
To Register please visit: Webinar Registration

Appraisal Institute Webinar

Presentation with the Appraisal Institute
Topic: “Hot Legal Issues Concerning Appraisers as Employees and Contractors”
For more info please visit: Seminar Details

Norfolk, Virginia

Presentation with the Hampton Roads Chapter of the Appraisal Institute
Topic: 2-Hour Seminar “Six Appraiser Liability Parables”
For more info please visit: Seminar Details

Oregon

The ASA-IFA Portland / Rose City Chapter
Topic: “Disasters, Hybrids and Weeds: Special Legal Issues for Appraisers”
For more info please view pdf: Seminar Details

Oklahoma

Oklahoma Real Estate Appraiser Board
Topic: “Hot Topics & Myths in Appraiser Liability”
For more info please view pdf: Seminar Details

New Hampshire/Vermont

Presentation with the New Hampshire/Vermont Chapter of the Appraisal Institute
Topic: 3-Hour Seminar “Hot Topics & Myths in Appraiser Liability”
For more info please visit: Seminar Details

Dublin, CA

Presentation with the East Bay Chapter of the Real Estate Appraisers Association (REAA)
Topic: 2-Hour Seminar “Disasters, Hybrids and Weed: Special Legal Issues for Appraisers”
For more info please visit: Seminar Details

Oxnard, CA

Presentation with the Southern California Chapter of the Appraisal Institute
Topic: 3-Hour Seminar “Hot Topics & Myths in Appraiser Liability"
For more info please visit: Seminar Details

Denver, Colorado

Presentation at Appraisal Institute Annual Meeting
Topic: with Scot DiBasio, entitled “Labor Laws: Rights and Responsibilities for Appraisers and Employers”
For more info please visit: Seminar Details

Denver, Colorado

Presentation at Appraisal Institute Annual Meeting
Topic: with Paula Konikoff, JD, MAI, AI-GRS, and Stephen Roach, MAI, SRA, AI-GRS, entitled “The Problem with Problem Identification: There Might be More than One Credible Answer”
For more info please visit: Seminar Details

St Paul, Minnesota

Presentation at North Star Chapter of the Appraisal Institute’s 2019 Market Trends Seminar
Topic: TBA
For more info please visit: Seminar Details

Spokane, Washington

Presentation at the Appraisers Coalition of Washington’s State Conference
Topic: 3-Hour Presentation “Myths, Disasters, Hybrids and Weed: Special Legal Issues for Appraisers”
For more info please visit: Seminar Details

Savannah, Georgia

Presentation with the Savannah Chapter of the Appraisal Institute
Topic: 7-Hour Seminar “Hot Topics & Myths in Appraiser Liability”
For more info please visit: Seminar Details

South Sound Area, WA

2-Hour Presentation at Seattle Chapter of the Appraisal Institute’s All Residential Day
Seminar Details TBA

North Sound Area, WA

2-Hour Presentation at Seattle Chapter of the Appraisal Institute’s All Residential Day
Seminar Details TBA

Salt Lake City, Utah

Presentation at Appraiser’s Conference and Trade Show (ACTS), hosted by the National Association of Appraisers
For more info please visit: Seminar Details

Salt Lake City, UT

Utah Chapter of the Appraisal Institute
Topic: 7-Hour Seminar “Hot Topics & Myths in Appraiser Liability,”
For more info please visit: Seminar Details

Ventura, CA

Presentation at Southern California Chapter of the Appraisal Institute’s Market Trends Seminar
Topic: Disasters, Weed, and Tindell v. Murphy
For more info please visit: Seminar Details

Santa Barbara, CA

Free Seminar: Liability Issues for Appraisers Performing Litigation and Non-Lending Work - 3 Hours California Appraiser CE (BREA Course No. 18CP119903003)
For more info please view this PDF: Seminar Details
If you would like to sign up, please email: [email protected]

Tacoma, WA

Appraisers' Coalition of Washington Summer Conference - 2 hour presentation.

Santa Barbara, CA

Hot Topics & Myths in Appraiser Liability – 3 Hours California Appraiser.
(For LIA Insureds ONLY)
For more info see the attached pdf:
View Seminar Information

Kansas City, MO

Appraisal Institute, Kansas City Chapter, 3-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".
For more info, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=44849&view=B&state=K3&sort=D

Coralville, IA

Appraisal Institute, Iowa Chapter, 7-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".
For more info, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=41635

Urbandale, IA

Appraisal Institute, Iowa Chapter, 7-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".
For more info, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=41636&view=B&state=I5&sort=D

Louisville, KY

Appraisal Institute, Blue Grass Chapter, 4-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".
For more info, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=43695

Birmingham, AL

Appraisal Institute, Alabama Chapter, 3-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".

Clearwater Beach, FL

Appraisal Institute, Florida Gulf Coast Chapter, 3-Hour Seminar, "Hot Topics and Myths in Appraiser Liability".

Monterey, CA

Crazy Horse Restaurant at the Bay Park Hotel

Appraisal Institute, Northern California -
"Hot Topics and Myths in Appraiser Liability".
For more info, please visit http://www.myappraisalinstitute.org/education/NorthernCalifornia.aspx

Breezy Point, MN

NAIFA, 3 and 4 hour Liability Prevention Seminars.
Click here to download the registration form
For more info, please visit http://www.naifa.com/

Pleasanton, CA

Real Estate Appraisers Association, 3-hour Seminar, "Hot Topics and Myths in Appraiser Liability". For more info and to register, please visit http://reaaca.org

Sacramento, CA

Real Estate Appraisers Association, 3-hour Seminar, "Hot Topics and Myths in Appraiser Liability". For more info and to register, please visit http://reaaca.org/sacramento

St. George, UT

Appraisal Institute, Utah Chapter, 4-hour Seminar, "Hot Topics and Myths in Appraiser Liability". For more info and to register, please visit http://www.ai-utah.com/pages.asp?id=63&parentID=6

Sacramento, CA

Appraisal Institute, Sacramento Sierra Chapter, 3-hour Seminar, "Hot Topics and Myths in Appraiser Liability".

Ventura, CA

Appraisal Institute, Southern California Chapter, Market Trends Conference, Lunch Presentation. For more info and to register, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=39945&view=B&state=C7&sort=D

St. Louis, MO

Appraisal Institute, St. Louis Chapter. 2-Hour Seminar, "Hot Topics and Myths in Appraiser Liability". For more info and to register, please visit http://www.myappraisalinstitute.org/education/more_info.aspx?id=40034

Oklahoma City, OK

Oklahoma Real Estate Appraiser Board. "Hot Topics and Myths in Appraiser Liability," presented with "How to Raise Appraisal Quality and Minimize Risk" by Tim Anderson. Full day of CE credit. Register with the Oklahoma Real Estate Appraiser Board, please visit https://www.ok.gov/oid/Regulated_Entities/Real_Estate_Appraiser_Board_(REAB)/

Atlanta, GA

Atlanta Area Chapter of the Appraisal Institute. 4-Hour "Hot Topics and Myths in Appraiser Liability." Register with Suzanne Brockway of Atlanta AI Chapter: [email protected]

Petaluma, CA

North Bay REAA. 3-Hour "Hot Topics and Myths in Appraiser Liability." For more information, please visit http://reaaca.org/north-bay

Manassas, VA

Northern Virginia Chapter of the Appraisal Institute. 3-Hour "Hot Topics and Myths in Appraiser Liability." Contact for registration: Daniel Bird, [email protected] or 202-255-4784.

Biloxi, MS

Mississippi Coalition of Appraisers. For more information, please visit https://mscapp.org/index.php

Baton Rouge, LA

4 Hour seminar on “Hot Topics and Myths in Appraiser Liability”

Register: Louisiana Chapter of the Appraisal Institute at lcai.org/EDUCATION/ArtMID/599/ArticleID/31/4hr-HOT-TOPICS-MYTHS-IN-APPRAISER-LIABILITY

Lansing, MI

4 hour seminar. Topics include the most common sources and causes of professional negligence lawsuits against appraisers, the importance of the appraiser's work file and what elements of the work file are most relevant to liability prevention.

Register: Greater Lansing Association of Realtors at netforum.avectra.com/eweb/DynamicPage.aspx?Site=GLAR&WebCode=EventDetail&evt_key=b7dbe4a3-9785-46b5-aa0a-eeb476d81820

Hampton, VA

2 Hour Seminar. Types of questions answered: Who sues appraisers? What do they sue for? How does the concept of intended user relate to an appraiser’s liability? What are the relevant statutes of limitation? Can you sue the review appraiser who did a horrible review of your appraisal? What do appraisers who do expert or tax work get sued for? Am I protected from liability by incorporating my firm or using an LLC?

Register: Hampton Road Chapter of the Appraisal Institute at www.myappraisalinstitute.org/education/default.aspx?grp=ALL&fcosw=DC&stcode=&chptrid=96#chapterdeveloped

Washington D.C.

Summit of the Americas / RICS.

Monterey, CA

Appraisal Seminar

Nashville, TN

Appraisal Institute - Greater Tennessee Chapter. For more information, please visit www.tnappraiser.org

Modesto, CA

2016 Annual Spring Conference / Appraisal Institute - Northern California Chapter - Presenter on "FHA Single Family Residential Appraisals". For more information, please visit www.norcal-ai.org/education-events.php?view=looking-ahead

Boca Raton, FL

LIA is offering a 4 hour seminar with the South Florida Chapter of the Appraisal Institute.

Las Vegas, NV

A presentation of "A Word from Your Lawyer" the Appraisal Summit.

San Francisco, CA

LIA is offering a Expert Witness Presentation seminar with the Northern California Chapter of the Appraisal Institute Fall Conference .

Manteca, CA

LIA is offering a 3 hour seminar with the Northern California Chapter of the Appraisal Institute.

Tacoma, WA

LIA is offering a 3-hour seminar on "Hot Topics & Myths of Appraiser Liability" with the Appraisers' Coalition of Washington .