Descriptions

Seminar Descriptions

Collection, Interpretation, Model-Building of Income & Expense Data

Description:

The purpose of this workshop is to assist appraisers in the collection and interpretation of income and expense data for the construction of income models for establishing market value. The workshop concentrates on the following areas: Income approach definition and formulas, forms and methods for data gathering and additional sources, templates for storing and using data, review of reconstructing income and expense statements, extraction and development of the capitalization rate, data analysis, interpretation and model building, and testing the income model.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: April 1, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Development of Capitalization Rates

Description:

This workshop will explore the difference between capitalization rates used in direct capitalization and a yield rate used in yield capitalization. We will discuss the difference between an overall capitalization rate, a land capitalization rate and a building capitalization rate along with some other common terms used in capitalization rates discussion such as unloaded versus loaded capitalization rates, terminal capitalization rates.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: April 2, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 19, 2020

Mass Appraisal Analysis & Benchmarks

Description:

This one-day workshop is designed to help refresh the mass appraisal technics used in the valuation process and also to help establish some processes and procedures for unusual or more challenging events. Topics discussed will include: USPAP, Scope of Work, Mass Appraisal, Market Value, Highest and Best Use Analysis, Neighborhood Analysis, Benchmarks, Sales Validation, Sales Ratio Analysis, Sales Chasing and Trending.

Students will understand the annual application of the mass appraisal process, consider various analyses for fine-tuning neighborhood values, understand what data to analyze when establishing benchmarks as well as review and expansion of sales ratio analysis, review processes to detect and avoid sales chasing, and understand the proper application of trending valuations.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: March 19, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 5, 2020

Public Funds Investment Training for Appraisal Districts

Description:

The purpose of this workshop is to provide training mandated by Texas Government Code, Chapter 2256. This two-day seminar meets the required 10 hours of PFIA training needed every two years by all individuals serving as financial officer, treasurer or investment officer of a local government, including an appraisal district.
Topics discussed: Public Funds Investment Act Compliance,Texas Public Funds Collateral Act, developing a certificate of deposit program, investment policies, investment basics, factors that affect interest rates, using excel for investment controls, investment pools, internet resources for investment decisions, internal controls, the budgeting process, computer security awareness controls and business impact analysis.

Duration: Day 1: Registration 8-8:30am; Class 8:30am-5pm Day 2: Class 8:30am-12pm

Dates: October 26-27, 2020 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Instructor: Patrick Shinkle, Center for Public Management at the University of North Texas

Fees: 2020 Member District: $175 | 2020 Affiliate/Associate Member: $225 | 2020 Nonmember: $300 |

Credits: 11.25 hours

USPAP Refresher

Description:

This one/half-day (3.5 hours) USPAP update workshop covers the following topics:

  • 2014/2015 edition of the Uniform Standards of Professional Appraisal Practice (USPAP) revisions.
  • When does USPAP apply?
  • Review revisions to the Conduct section of the Ethics Rule.
  • Review revisions to Reporting Requirements Advisory Opinion (AO) 11.
  • Review revisions to Standard Rule 3-5.
  • Review Standard Rule 6 – Mass Appraisal

Each Registered Professional Appraiser (RPA) may take this workshop during his or her two-year recertification period in order to meet Texas Department of Licensing & Regulation (TDLR) continuing education requirements for USPAP training for all mass appraisers effective January 1, 2014.

NO ONSITE REGISTRATIONS WILL BE ACCEPTED

Duration: Class Hours: 1-4:30pm

Dates: February 23, 2020 |

Location: Renaissance Dallas Hotel - 2222 N Stemmons Fwy, Dallas, TX 75207, USA

Instructor: Sands Stiefer

Fees: 2020 Member District: $75 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 3.5 CEs

Registration Deadline: February 14, 2020

Valuation of Metal Buildings/Barndominiums

Description:

The purpose of this workshop is to provide some guidance and suggestions on the process of analysis and valuation of metal buildings converted to living areas, or what we call “barndominiums.”  These are structures that appear to be metal-clad farm buildings, but part or all the structure has been finished on the interior and used as living area. Some are used as a temporary living area while the owners construct a new stick-built home, while others are built as a permanent residence. The framing can be pole or steel.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: March 18, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 4, 2020