2018 Central Florida Real Estate Forum @ Marriott
Oct 5 all-day


Orlando Downtown Marriott
400 Livingston Street
Orlando, FL 32801

CONTINUING EDUCATION – 8 Hours Approved – FREAB, FREC, CLE and AI – 40 Points

  • Registration and Continental Breakfast: 8:00 AM to 8:30 AM
  • Seminar:8:30 AM to 5:00 PM
  • Lunch Included: 12:00 PM to 1:00 PM
  • Cocktail Reception: Immediately following seminar


SPONSORSHIP PACKAGES ARE AVAILABLE: Contact Hal Katz – katzcage@aol.com – (407) 619-4202

DRESS CODE: Business Attire

7-Hour National USPAP Update Course – 2018/19 @ Orange County Bar Association
Oct 24 all-day

Wednesday, October 24, 2018

Orange County Bar Association
880 North Orange Avenue, Orlando, 32801

Parking is limited, please arrive early.

Registration: 8:15 AM
Class: 8:30 – 4:30

You must bring a copy of the new USPAP book 2018-2019 to class or purchase a PDF version on your computer.

Florida Law @ Orange County Bar Association
Oct 25 all-day

Thursday, October 25, 2018

Orange County Bar Association
880 North Orange Avenue, Orlando, 32801

Parking is limited, please arrive early.

Registration: 9:00 AM
Class: 9:15 AM – 12:15 PM

You will receive a link with the course materials prior to the start of class. You will need to bring a copy or your laptop/tablet.

Residential & Commercial Valuation of Solar @ Embassy Suites Jamaican Court
Nov 14 – Nov 15 all-day

Solar photovoltaic system installations are continuing to increase as the price becomes more feasible in the many markets. Appraisers will find the valuation a challenge without knowledge of the technology and data available to use the methodology most appropriate. Appraisers must expand their knowledge base to understand how electricity is priced, how solar PV is priced, and how solar PV functions to develop a credible value. If you are seeking education that will hone your skills or teach you new ones, this is the course for you. Residential and commercial appraisers will work together to apply an income capitalization approach and cost approach to valuing energy produced for solar PV systems. All you need is a smart phone, IPad, or laptop computer with Internet access, and you’ll be able to use a free online software to value the energy that solar systems produce. Please note. This course does not address utility-scale solar (solar farms), solar thermal, or other on-site renewable energy generation.

Upon completion of the course, participants should be able to: 
• Comprehend and identify the solar PV language.
• Identify and understand the documents and data necessary to value solar PV systems.
• Describe, understand, and analyze solar PV components and their relevance to market valuation.
• Develop a credible value opinion using the tools, worksheets, and resources provided.
• Recognize potential valuation problems, including appraisal standards and lender-underwriter concerns.

Note. This course is in the Valuation of Sustainable Buildings Professional Development Program. For a list of FAQs, which includes information regarding the courses you’ll need to successfully complete the program, click here.

This course is approved for 15 GBCI CE Hours by the USGBC.

• Table of Contents and Overview (PDF)
• Schedule (PDF)

Installation of Officers and Directors @ Cooper’s Hawk
Nov 29 @ 12:00 pm

Cooper’s Hawk Winery & Restaurants
8005 International Drive
Orlando, FL 32819

12 Noon

Lunch options: Elle’s Chicken Piccata or Soy Ginger Atlantic Salmon
Cash bar available

Ignorance Isn’t Bliss: Understanding an Investigation by a State Appraiser Regulatory Board or Agency @ Hilton Orlando Altamonte Springs
Jan 24 @ 8:00 am – 12:00 pm

A regulatory complaint has been filed against you. Now what? Discover why state boards and agencies make the decisions they do, what federal oversight requirements guide them, and how a state regulator’s investigation (including disciplinary action) proceeds by peeking behind the regulatory curtain. Developed by Craig Steinley, SRA, AI-RRS, current President of AARO (Association of Appraiser Regulatory Officials), with input from regulators and board members (who are appraisers) and attorneys who defend appraisers, this 4-hour seminar discusses who files complaints, due process for an appraiser, and the steps to take when you are named in a complaint. With this knowledge, you’ll have an advantage in resolving a complaint and better yet, avoiding one in the first place!

Upon completion of this seminar, participants should be able to:

    • Recognize distinctions in function and process between an appraiser board and an appraiser regulatory agency.


    • Identify events that lead to complaints against real estate appraisers and ways to channel that energy to bring about a better outcome.


    • Identify the steps an appraiser may take when notified that a complaint against the appraiser has been received by the regulator.


    • Analyze both the perspective and the due process requirements of the regulator and its investigator when processing and investigating an allegation or complaint.


    • Itemize how a state regulator processes a complaint and the possible outcomes along the way—from intake through the response, investigation, findings, and eventual disposition and possible sanctions.


  • Discover various appeal options available to an appraiser in the event of an adverse disciplinary finding and sanctions.
This course is approved for 4 Hours FREAB and 20 AI Points


Chapter Membership Lunch @ Hilton Orlando Altamonte Springs
Jan 24 @ 12:00 pm – 1:30 pm
Condemnation Appraising: Principles & Applications @ Embassy Suites Jamaican Court
Feb 10 @ 8:15 am – Feb 12 @ 5:00 pm

Gain an understanding of the eminent domain process, rules and regulations governing condemnation appraisals, and important issues unique to this appraisal specialty. Acquire the tools to address issues such as the valuation rules used by different jurisdictions, identification and valuation of the larger parcel, and the estimation of damages and benefits. Examine advanced applications of appraisal techniques and problem-solving in condemnation cases. Participants will discover how courts view various appraisal methodologies. Case studies are presented to reinforce the application of condemnation appraisal principles. Note. This 3-day course combines the previous basic and advanced condemnation courses: Condemnation Appraising: Basic Principles & Applications and Condemnation Appraising: Advanced Principles & Applications.

Upon completion of the course, participants should be able to: • Recognize attorney/appraiser relations and the appraiser’s role
• Understand how property rights and land-use regulations impact the condemnation appraisal process
• Determine which property to appraise in a condemnation appraisal
• Understand public projects and their impact on the subject property
• Perform competent and admissible appraisals
• Recognize the appraiser’s role in inverse condemnation actions
• Describe the appraiser’s role as a consultant to legal counsel
• Understand the valuation concepts and rules of law and procedure typically used in a condemnation valuation jury trial

Note. This course is in the Litigation Professional Development Program. For more information, click here.

• Table of Contents and Overview (PDF)
• Schedule (PDF)

This course is approved for 20 Hours FREAB and 180/200 AI Points


Evaluating Commercial Leases: The Tenant and the Terms Both Matter @ Embassy Suites Jamaican Court
Feb 11 @ 8:15 am – 5:00 pm

New Seminar!

This 7-hour seminar introduces participants to how the terms of a lease and the risk profile of the tenant influence the valuation of commercial real estate. Participants will see how the business features of commercial leases affect the quantity and the duration of the income stream that a property will generate and the development of the property’s income statement. Non-traditional sources of income, the proper period to use in measuring the income, measuring the real vacancy rate, expenses that might not be recoverable by a landlord if a CAM formula is incorrect, and how other special clauses in a lease can all affect the property’s income stream will be examined. The second part of the seminar discusses tenant credit risk issues and explains why understanding a tenant’s financial strength is key to assessing the quality of the income stream.

This course is approved for 7 Hours FREAB and 75 AI Points


Valuation by Comparison: Residential Analysis and Logic @ Embassy Suites Jamaican Court
Feb 12 @ 8:15 am – 5:00 pm

Updated Version Now Available!
NEW ways to solve appraisal problems…

Real estate markets and residential appraisal requirements have changed significantly due to market volatility and increased oversight which has left residential appraisers searching for new strategies to handle their appraisal assignments. This seminar revisits valuation fundamentals and illustrates why you need data collection and analytical skills more than ever. The seminar uses and is based on the 2018 updated 2nd edition of Valuation by Comparison. You’ll learn why clients need an appraisal, why you must have appropriate market data, and why it is imperative that you know your market. You’ll discover how to find the information you need in markets where data is scarce, inconsistent, or misleading. And you’ll explore techniques to accurately interpret and then anticipate the actions of buyers and sellers in today’s market. Whether you are an experienced appraiser or newer to the profession, you’ll learn about a variety of approaches and resources that are available for gleaning indications of market value, and you’ll better understand which items require adjustment and which items can be ignored.

Upon completion of this seminar, participants should be able to:

    • Identify factors that affect property prices.
    • Select the best tools for market analysis of residential properties.
    • Recognize consistency issues in residential appraisals.
    • Recognize common search errors and some search tools for use in the future.
    • Recognize how the back stories of comparable sales impact sale prices and value opinions in appraisals.
    • Understand the logic of sales comparison analysis and the methods for supporting adjustments.
    • Recognize and describe the commonly used sales comparison spreadsheets and their logic.
    • Extract and apply the rates of adjustment for sales comparison analysis.

Note.The book Valuation by Comparison, 2nd edition is included in the seminar registration cost.

This course is approved for 7 Hours FREAB and 75 AI Points