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Liability Prevention Seminars through our partner Valuation Education

  • Vital information on common allegations made against appraisers
  • Effective defense strategies for valuation professionals
  • Seminar hours qualify as continuing education (in most states)
  • LIA clients receive a $25-$70 *discount on their next renewing E&O premium E&O discount eligible

Is your chapter or group interested in hosting a seminar?

Please contact Peter Christensen at 1-805-696-2600 or by email. LIA does not charge a fee for instructors or materials, but we do request that there be a minimum of 50 attendees.

*One credit per chargeable appraiser. Discount amount depends on claim limits and state. Seminar must be 3 or more hours in duration for LIA credit. May be applied toward any premium due after the seminar. Send your certificate of completion to [email protected] with subject line “Seminar Credit”.

Online Seminars

Valuation Education

We have partnered with Peter Christensen of Valuation Education to provide appraisers with an online version of our highly popular live seminars. Approved for 4 hours of CE credit in Arkansas, California, Missouri, Oregon, and Washington, with more states coming soon. A non-CE credit course is also available for your own edification.

Learn:
- The current liability trends affecting real estate appraisers
- Common myths & misconceptions about appraiser liability and defense
- From actual lawsuit examples
- The most effective defenses, in and out of the courtroom

Click here to learn more: https://www.valuationeducation.com/

Upcoming Live Seminars

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

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 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 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/

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

Past Seminars

The Liability Prevention Seminars are presented by LIA's risk management team and claims counsel.

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

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".

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

Sacramento, CA

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

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.

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

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 .