Event Type: Single Event

A single event that spans one or more consecutive days. Attendee’s register for the first date-time only

Statistics, Modeling and Finance – Jason Letman – 15 QEH **Wed & Thurs**

This course provides both the theory and practice of statistics, real estate finance, and valuation modeling for today’s Certified Residential appraiser. The first half of the course outlines terminology and basics principles of statistics, including practical applications in statistical analysis. The last half presents an explanation of real estate markets, terms of financing, and real-world examples of how financing affects the value of real property.

An HP12C calculator, or its equivalent, is recommended for this class.  Students should be familiar with and bring to class their own financial calculator.  Instructors will teach under the assumption that all students have the necessary knowledge to use their financial calculator

 

Instructor: Jason Letman


Strange but True: Appraising Complex Residential Properties – Dale Shea – 7 CEH

This course is designed for residential appraisers who want to expand their skills to enable them to take on more difficult and complex assignments, and for those who want to learn new techniques for developing creative solutions to complex residential appraisal problems. This course will give the student a good understanding of various techniques that can be used in appraising unique and difficult properties – complex 1-4 family properties. The course begins with an overview of the factors that make a property complex. Unique physical characteristics, nonconformity, and location can all contribute to making an appraisal assignment complex and difficult. Since no two complex properties are the same, the course is designed to teach students a systematic approach to solving the appraisal problem, rather than a

“cookie-cutter” solution. Students will apply some of the techniques to real-world problems that are designed to reinforce the learning experience.

 

Instructor: Dale Shea


Assessor Blueprint Reading Plans – Bill Clayton – 4 CEH

This class will focus on the layout of construction documents and how to read the plans. The recommended order of the plans and how they are laid out will be discussed, including the civil, electrical, architectural, plumbing, structural, mechanical and fire sprinkler plans. The use of symbols and scales on drawings will also be discussed and how to interpret their use. Students are encouraged to bring an architect and engineer scale to the class.

 

Instructor: Bill Clayton


Cancelled: Appraising Distinctive Residential Properties – JoAnn Apostol – 7 CEH

This course has been cancelled. Any existing registrants will be notified directly.

 

Most appraisers have face a difficult or distinctive residential property appraisal at some point in their careers.

These appraisal problems can take many twists and turns and create numerous challenges in reaching an opinion of value. In this course, we will look at some of the areas that provide these challenges and discuss the different directions available to the appraiser to problem solve. This class looks at how to use all three appraisal methods to assist in developing adjustments and explores how techniques used in one method can support a conclusion in a different method. Students will discuss distinctive property assignments and various solution that may be available to determine value.

 

Instructor: JoAnn Apostol


Commercial Appraiser Forum – Felice Entratter – 4 CEH

This is the same very successful forum presented at the 2017 and 2018 CATA Conference.  CATA member Felice Entratter from Douglas County will again be the facilitator of this forum, which will be set up much the same way as last year, with an email blast of possible issues sent to members to decide which topics to discuss, then a panel of appraisers and assessors will be available to discuss these issues at the conference.

 

Instructor: Felice Entratter


Residential Quality, Condition and Effective Age Workshop – Rick Stuart – 7.5 CEH

This workshop will review the characteristics that determine construction quality for residential properties by use of the Marshall & Swift Valuation Service. House images will be included in the presentation and will lead to extensive classroom participation. Actual construction costs will also be considered as a guide to determining quality. Images will also assist in the discussion on rating homes for condition in relationship to the definition and description for each condition rating. The determination of condition will lead directly into calculations for effective age. Effective age will be defined and demonstrated on how to extract it from the market. Several data sets will be provided for the students to calculate effective age and how to use for the development of a depreciation or percent good table. Topics discussed are: USPAP review, cost approach, quality, condition, physical deterioration using effective age, functional obsolescence, external obsolescence and depreciation and effective age extraction.

 

Instructor: Rick Stuart


Writing a Narrative Appraisal Report using Mass Appraisal Results – Steve Kane – 7 CEH

Class will cover the nuts and bolts of narrative appraisals, shredding the mystery and fear that goes with writing a 200 page report.  Specific topics will cover effective writing, communicating appraisal results clearly and concisely, and defending your appraisal conclusions, all within the confines (and universe) of the report.

 

Instructor: Steve Kane


Appraising After a Disaster or in Traumatic Events – Rick Stuart – 7.5 CEH

Stuff happens! Assessment officials are constantly faced with appraising property after a disaster – whether natural or man- made. Disasters discussed in this workshop will help you make some preparations in advance and possibly provide a blueprint in case your jurisdiction becomes affected by a disaster. Disasters are traumatic events but for the assessor’s not all traumatic events are disasters. In this workshop we will also provide some examples of extreme growth or economic changes and some steps that an assessor/appraiser can use to help make these extreme changes manageable. These traumatic events are a separate issue from disasters.

 

Instructor: Rick Stuart


Stats, Graphs, and Data Science: Evidence-Based Valuation – George Dell – 15 CEH **Weds & Thurs**

Stats, Graphs, and Data Science:  Evidence-Based Valuation©   Valuemetrics.info

2-day 15 CE Hours 

NOTE: Laptop computer required

This hands-on workshop introduces and exploits “big data” tools, computation, and predictive methods for valuation.  It emphasizes applied solution-based learning, using real data, for objective evidence-based results.  Data science results are simpler, more useful, and intuitively sensible.

The intent of this seminar is that students leave with these immediately useful skills:

  1. Apply visual methods to structure assignments and define competitive market segments.
  2. Classify and technically quantify comparable data selection.
  3. Adjust and interpolate, using contrasting and simple regression calculations.
  4. Explain practical differences in calculated, estimated, and biased adjustment estimators.
  5. Hear and learn of the complexities, pitfalls, hype, and flim-flam around multiple regression.
  6. See the potential of real data analysis software, such as open-source R and RStudio.

Open-source analytics software is provided, as well as example data sets and templates for use in form and narrative reporting.  The use of these tools is particularly useful for sparse-data appraisal problems through the support of location (spatial), and price indexing (time) adjustments.  Local commercial and/or residential data sets are used in presented examples

This course is prerequisite to intermediate and advanced courses offered by Valuemetrics.info education, leading to auditable valuation practices.

Attendees must register for this course on George Dell’s Website – http://Valuemetrics.info and use the coupon code CATAPREPAID when you register.

For more information see http://valuemetrics.info, or the blog at http://georgedell.com.

 

Instructor: George Dell


Residential Site Valuation and Cost Approach – JoAnn Apostol – 15 QEH **Tues & Wed**

This course includes step-by-step applications of the cost approach. It begins with a detailed inspection of the property. You’ll learn how to inspect the improvements and analyze the condition. You’ll learn how to inspect the site and perform a market analysis. And you’ll learn exactly how to measure the improvements and compute area. Through case studies and examples you’ll practice estimating physical deterioration, functional obsolescence and economic obsolescence. You’ll also learn how to reconcile the estimates of depreciation.

 

Instructor: JoAnn Apostol