President s Message. Find us on: Dear colleague,

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1 Newsletter President s Message Dear colleague, January 2019 Find us on: It is my pleasure to serve as president of AI San Diego for 2019 alongside an exceptional group of volunteers. It is the people that make this organization great, and I am thankful for everyone involved, including our immediate past president, Eva Stresemann, MAI, and the best executive director around, Patti Kreutzer. It is my goal that by the end of the year, the chapter can be a little better than what it was at the beginning. To help figure out what this means, you were sent an survey asking for one thing that the chapter can improve. A huge thank you to all who responded; every single answer was read and will be considered for next year. Of the multiple suggestions offered, the majority emphasized opportunities for networking and socializing. Whether that be cocktail hours or events in North County, most respondents wanted the chance to interact with their fellow appraisers. This can certainly (and easily) be done, so please look out for s about future events throughout the year. Lastly, if you have any other suggestions, questions, comments, concerns, or ideas, we want to hear from you. This is your chapter, and we want to continue to meet your appraisal education needs. Inside this issue: PRESIDENT S MESSAGE 1 THE CHAPTER S NEWEST DESIGNATED MEMBERS AI EDUCATION AND RELIEF FOUNDATION HIGHLIGHTS FROM THE INSTALLATION IGNORANCE ISN T BLISS 8 HOT TOPICS AND MYTHS IN APPRAISER LIABILITY CALENDAR AND CONTACT 10 9 Until next time, I wish you and yours a very happy holiday and a prosperous Sincerely, Eric Schneider, MAI, SRA, AI-GRS

2 The Chapter s Newest Designated Members At the December 6 General Chapter meeting, Chapter member Gil Kunkel, MAI, presented an MAI certificate to his son, Ben Kunkel, MAI Lance Dore, MAI, presented an MAI certificate to Richard Anderson, MAI Page 2

3 The Chapter s Newest Designated Members (continued) San Diego Chapter Newsletter Chapter member Dave Eshelman, SRA, presented a SRA certificate to Daniel Arms, SRA 2018 Chapter President, Eva Stresemann, MAI, presented a SRA certificate to Ben Clements, SRA Page 3

4 AI Education and Relief Foundation The Appraisal Institute Education and Relief Foundation is available to help Appraisal Institute individuals and their families who are dealing with the recent wildfires (Camp Fire, Hill Fire, and Woolsey Fire). If you need assistance, or are aware of any eligible recipients who may, please contact the AI Education and Relief Foundation at for more information. The AI Education and Relief Foundation was born out of the 2018 union of the AI Education Trust and AI Relief Foundation in order to most effectively and efficiently serve real estate appraisal professionals now and into the future. Following the 2005 Gulf Coast hurricanes, more than $300,000 in emergency financial assistance has been provided to appraisers and other individuals in need. AI-GRS Advisors Needed The San Diego Chapter is in need of advisors for candidates who are on the AI-GRS path. If you have attained or are working towards the AI-GRS designation and if you are willing to also advise on that path, please contact Welcome New Members During November, Spencer Stoley joined the Chapter as an Affiliate. During December, Shelly Chen and Sara DuVoisin joined the Chapter as Practicing Affiliates. Chapter Meeting Calendar January 24 Board of Directors Meeting Chapter office February 7 General Chapter Lunch Meeting Handlery Hotel February 28 Board of Directors Meeting Chapter office Page 4

5 Highlights from Installation The General Chapter Lunch meeting featuring the installation of 2019 Chapter Officers, Directors, and Regional Representatives was held on December 6 at Stone Brewery in Liberty Station Chapter President Eva Stresemann, MAI, presented an Outstanding Service to the Chapter award to Andre Desjardins, MAI, AI-GRS, for all of his hard work coordinating the annual golf tournament. In the last five years that Andre has been coordinating the tournament, more than $25,000 has been raised for the Chapter s two scholarship programs, including an alltime record high profit of over $6,500 in Eva also presented an Outstanding Service to the Chapter award to Sean Stinchfield, MAI, AI-GRS, for all of his time and effort spent researching, purchasing, and installing a new desktop computer and printer for the Chapter office, and a new laptop and LCD projector for the Chapter to use at meetings and educational events. Honorary Chapter member Dana Kuhn conducted the Installation Ceremony. Page 5

6 Highlights from Installation (continued) From left to right: Lee Stephens, SRA, Director Colleen Matthies, MAI, Chapter Secretary Mark Hendrickson, MAI, Chapter Treasurer Jeremy Darner, MAI, SRA, AI-GRS, Chapter Vice President and Regional Representative Alison Roach, Director and Regional Representative Eric Schneider, MAI, SRA, AI-GRS, Chapter President Deb Yost, SRA, Alternate Regional Representative Dana Kuhn, Installing Officer Howard Fram, Regional Representative Mike Hadrys, Director Brent Johnson, SRA, AI-RRS, Director Ben Kunkel, MAI, Director Chris Alfaro, MAI, AI-GRS, Director Kent West, Director Kent Carpenter, MAI, Alternate Regional Representative Pete Savage, MAI, SRA, Alternate Regional Representative Not pictured: James Bray, MAI, Regional Representative Page 6

7 Highlights from Installation (continued) Dana presents the President s Plaque to outgoing Chapter President Eva Stresemann, MAI Dana introduces 2019 Chapter President Eric Schneider, MAI, SRA, AI- GRS Eric discussed his goals for 2019: making the Chapter a little bit better by year-end than what it was at the beginning of the year. Page 7

8 Ignorance Isn t Bliss: Understanding an Investigation By a State Appraiser Regulatory Board or Agency 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. 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. EDUCATION CREDIT: This seminar is approved for 20 points of Appraisal Institute education credit, and for 4 hours of BREA continuing education credit (BREA Approval No. 18CP ). This course is also approved in most other states for basic and/or continuing education credit. For more information about approval in other states, see State Approvals. When and Where February 7, 2019 Check in 7:30 am Seminar 8:00 12:00 Handlery Hotel 950 Hotel Circle North San Diego, CA Instructor: Paula Konikoff, JD, MAI, AI-GRS SEMINAR FEE: (on or before January 23, 2019): Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates: $129 / All Others $159. Seminar fees will increase $50 on January 24, Page 8

9 Hot Topics and Myths in Appraiser Liability The seminar covers current legal and liability trends affecting appraisers and dispels some common myths and misunderstandings. Actual (and interesting) lawsuits and claims form the foundation of the seminar. The objectives of the seminar are to educate appraisers about: The most common current sources and causes of professional negligence lawsuits against appraisers. The current mass litigation phenomenon affecting appraisers. How the USPAP concepts of client/intended user and intended use relate to legal claims against appraisers. How to handle common liability threat situations. The importance of the appraiser s work file and what elements of the work file are most relevant to liability prevention. The role of professional liability insurance. When and Where February 7, 2019 Check in 1:30 pm Seminar 2:00 5:00 Handlery Hotel 950 Hotel Circle North San Diego, CA Instructor: Peter Christensen, JD EDUCATION CREDIT: This seminar is approved for 15 points of Appraisal Institute education credit, and for 3 hours of BREA continuing education credit (BREA Approval No. 16CP ). SEMINAR FEE: (on or before January 23, 2019): Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates: $59 / All Others $109. Seminar fees will increase $50 on January 24, Page 9

10 S a n D i e g o C h a p t e r o f t h e A p p r a i s a l I n s t i t u t e San Diego Chapter Office 4849 Ronson Court, Suite 102 [map] San Diego, California Executive Director: Patti Kreutzer Phone: (858) Fax: (858) patti@sdcai.org We are on the Web! January 2019 Sun Mon Tue Wed Thu Fri Sat 1 Chapter Office Closed Board of Directors Meeting Intro to Green Buildings (Region 7) Chapter Leadership 2019 OFFICERS DIRECTORS DIRECTORS Did you know President Eric Schneider, MAI, SRA, AI-GRS eric@jrcvaluation.com Director ( ) Mike Hadrys mhadrys@westvaluation.com Director ( ) Lee Stephens, SRA leensharon@cox.net Chapter individuals who volunteer to serve on a committee, panel, or work group Vice President Jeremy Darner, MAI, SRA, AI-GRS jeremy.darner@cushwake.com Director (2019) Brent Johnson, SRA, AI-RRS (858) Director ( ) Ben Kunkel, MAI ben@jrcvaluation.com can earn up to 125 points of continuing education credit in each 5-year cycle. Treasurer Mark Hendrickson, MAI mark@hendricksonappraisal.com Secretary Colleen Matthies, MAI tcmatthies@cox.net Director ( ) Chris Alfaro, MAI, AI-GRS Chris.alfaro@homestreet.com Director ( ) Alison Roach alison@jrcvaluation.com Director ( ) Kent West kjwest@kpmg.com IMMEDIATE PAST PRESIDENT Eva Stresemann, MAI eva.stresemann@sdcounty.ca.gov If you would like to become more involved with the Chapter, contact Chapter President Eric Schneider, MAI, SRA, AI-GRS, at (858) , or eric@jrcvaluation.com. Page 10