The Appraiser as an Expert Witness: Preparation and Testimony
Register
- Date
- February 5-6, 2024
- Location
- Carle Place, NY
- Sponsor
- Long Island Chapter
- Instructor
- Stephen D. Roach, MAI, SRA, AI-GRS
- Class Time
- 14 hours
- Exam Time
- 1 Hour
- Full Price
- $450.00
- AI Price
- $400.00
Course Description
This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.
Who Should Enroll
- Experienced residential and general real property appraisers interested in exploring litigation valuation as a specialty
- Real estate professionals
- Users of appraisal services
- Attorneys
AI CE Points
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|---|
| AK | CE | 16 | 15 | 1 | Classroom | Classroom | 11/09/2021 | 11/09/2024 | 18584 |
| AL | CE | 15 | 15 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02647 | |
| AR | CE | 16 | 15 | 1 | Classroom | Classroom | 05/06/2022 | 05/06/2024 | |
| CA | CE | 15 | 15 | Classroom | Classroom | 08/21/2021 | 08/27/2027 | 23CP754601549 | |
| CO | CE | 16 | 15 | 1 | Classroom | Classroom | 02/19/2021 | 02/19/2024 | |
| CO | CE | 15 | 15 | Classroom | Classroom | 02/19/2021 | 02/19/2024 | ||
| CT | CE | 16 | 15 | 1 | Classroom | Classroom | 04/14/2021 | 04/14/2024 | AAL.000769 |
| DC | CE | 15 | 15 | Classroom | Classroom | 03/01/2020 | 02/28/2024 | 4075 | |
| DC | CE | 16 | 15 | 1 | Classroom | Classroom | 03/01/2020 | 02/28/2024 | 4075 |
| FL | CE | 15 | 15 | Classroom | Classroom | 02/14/2023 | 02/13/2025 | 0007081 | |
| GA | CE | 14 | 14 | Classroom | Classroom | 01/01/2004 | 27984 | ||
| HI | CE | 15 | 15 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-497 | |
| HI | CE | 16 | 15 | 1 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-497 |
| IA | CE | 14 | 14 | Classroom | Classroom | 12/10/2022 | 12/09/2024 | A518-1129 | |
| IA | CE | 14 | 14 | Classroom | Classroom | 12/10/2022 | 12/09/2024 | A518-1129 | |
| IA | CE | 15 | 14 | 1 | Classroom | Classroom | 12/10/2022 | 12/09/2024 | A518-1130 |
| IA | CE | 15 | 14 | 1 | Classroom | Classroom | 12/10/2022 | 12/09/2024 | A518-1130 |
| ID | CE | 16 | 15 | 1 | Classroom | Classroom | 06/09/2020 | 06/09/2024 | |
| IL | CE | 14 | 14 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 575.000451 | |
| IN | CE | 16 | 15 | 1 | Classroom | Classroom | 04/10/2015 | ||
| KS | CE | 15 | 15 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 171.C24.R | |
| KY | CE | 15 | 15 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | ||
| LA | CE | 16 | 16 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A0021 | |
| MA | CE | 15 | 15 | Classroom | Classroom | 05/08/2023 | 05/07/2025 | 120074 | |
| MD | CE | 14 | 14 | Classroom | Classroom | 07/01/2022 | 06/30/2025 | ||
| MI | CE | 15 | 15 | Classroom | Classroom | 11/03/2021 | 11/02/2024 | 2147 | |
| MN | CE | 15 | 15 | Classroom | Classroom | 06/01/2022 | 05/31/2024 | 1005462 | |
| MO | CE | 15 | 15 | Classroom | Classroom | 05/18/2022 | 06/30/2024 | ||
| MS | CE | 15 | 15 | Classroom | Classroom | 07/30/2023 | 07/27/2025 | MAB#49149 | |
| MT | CE | 15 | 15 | Classroom | Classroom | 03/01/2022 | 03/01/2025 | REA-CEC-REC-14993 | |
| NC | CE | 15 | 15 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 944 | |
| ND | CE | 16 | 15 | 1 | Classroom | Classroom | 03/24/2019 | 08/15/2027 | CE-223068 |
| ND | CE | 15 | 14 | 1 | Classroom | Classroom | 03/24/2019 | 08/15/2027 | CE-223068 |
| NE | CE | 15 | 15 | Classroom | Classroom | 11/22/2023 | 11/21/2028 | 2131441.02 | |
| NH | CE | 7 | 7 | Classroom | Classroom | 05/11/2022 | 05/11/2025 | ||
| NJ | CE | 16 | 15 | 1 | Classroom | Classroom | 05/09/2017 | 2017-3175 | |
| NM | CE | 15 | 15 | Classroom | Classroom | 09/20/2021 | 08/27/2024 | 3293 | |
| NM | CE | 16 | 15 | 1 | Classroom | Classroom | 09/20/2021 | 08/27/2024 | 3293 |
| NV | CE | 15 | 15 | Classroom | Classroom | 03/01/2020 | 08/31/2024 | CE.0009781-A | |
| NY | CE | 15 | 15 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A0693-15 | |
| OK | CE | 15 | 15 | Classroom | Classroom | 12/03/2021 | 12/03/2024 | 725 | |
| OR | CE | 16 | 15 | 1 | Classroom | Classroom | 03/25/2022 | 03/31/2025 | APIN-C-0322-8918 |
| PA | CE | 16 | 15 | 1 | Classroom | Classroom | 03/27/2023 | 02/24/2026 | |
| PR | CE | 15 | 14 | 1 | Classroom | Classroom | 10/04/2023 | 12/31/2024 | 2023-0928-1229 |
| RI | CE | 16 | 16 | Classroom | Classroom | 08/04/2023 | 08/02/2024 | REA.0002042-CE | |
| SC | CE | 16 | 15 | 1 | Classroom | Classroom | 09/01/2022 | 08/31/2024 | CE 725 |
| SD | CE | 15 | 14 | 1 | Classroom | Classroom | 01/05/2022 | 01/05/2025 | SD 952 CE |
| TN | CE | 16 | 15 | 1 | Classroom | Classroom | 03/30/2022 | 04/30/2024 | 2153 |
| TX | CE | 15 | 14 | 1 | Classroom | Classroom | 04/01/2023 | 02/27/2025 | TX Provider #:10 Course #: 45563 |
| UT | CE | 16 | 15 | 1 | Classroom | Classroom | 03/15/2022 | 03/31/2024 | AC220315 |
| VT | CE | 15 | 15 | Classroom | Classroom | 04/09/2018 | 04/08/2024 | ||
| WA | CE | 15 | 15 | Classroom | Classroom | 07/02/2018 | 07/02/2024 | AP4004 | |
| WA | CE | 16 | 15 | 1 | Classroom | Classroom | 07/03/2018 | 07/02/2024 | AP4004 |
| WI | CE | 16 | 15 | 1 | Classroom | Classroom | 12/15/2009 | REA 3274 | |
| WV | CE | 14 | 14 | Classroom | Classroom | 02/02/2023 | 01/25/2026 | ||
| WY | CE | 16 | 15 | 1 | Classroom | Classroom | 10/26/2021 | 08/14/2024 |
Course Objectives
- Describe the general process of a lawsuit involving real property valuation.
- Identify the mechanics and strategies of a deposition and direct testimony.
- Identify the requirements to communicate and defend an opinion of value in a courtroom setting.
Course Details
Program Overview:
Table of Contents and Overview
Course Schedule
Assignments:
No
Equipment:
- A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
- You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
- Free Review: Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems; and Financial Calculator Practice Exercises.
- For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.
- HP-12C calculator User’s Manual.
Additional Information:
Course Materials Include:
- Course Handbook (259 pp.)
- Reference List (10 pp.)
You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.
Prerequisites
Course Materials & Recommended Books
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Standard
Today thru 02/05/2024 |
$450.00 | $400.00 |
Additional Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Seattle Chapter | March 11-12, 2024 | SeaTac, WA | Classroom | View Details | Register |
| Chicago Chapter | August 26-27, 2024 | Chicago, IL | Classroom | View Details | Register |
| Tennessee Chapter | October 7-8, 2024 | NASHVILLE, TN | Classroom | View Details | Register |
| Southern California Chapter | November 13-14, 2024 | Costa Mesa, CA | Classroom | View Details | Register |
Event Information
The Long Island Chapter of
the Appraisal Institute is pleased to offer:
THE APPRAISER AS AN EXPERT WITNESS: PREPARATION AND
TESTIMONY
Hilton Homewood
Suites, Carle Place, NY
Instructor: Stephen D. Roach, MAI, SRA, AI-GRS, CDEI
Tuition: AI Price: $ 400.00 Full Price: $ 450.00
Course Schedule: February 5, 2024 Sign In: 8:15 a.m.
Course: 8:30 a.m. – 4:30 p.m.
February 6, 2024 Sign In: 8:15 a.m.
Course: 8:30 a.m. – 4:30 p.m.
Exam**: 4:30 p.m. – 5:30 p.m . **See below under "Exam" for more information on the OPTIONAL 1 hour exam.
Location: Hilton Homewood Suites, 40 Westbury Avenue, Carle Place, NY 11514
NOTE: This hotel is within 30 minutes of Manhattan. Public transportation available with Airtrain from JFK Airport or Long Island Railroad to Mineola station. There are restaurants within walking distance of hotel.
HOTEL ROOM NIGHT DISCOUNT RATE: For any students taking this course, the LIAI Chapter has secured a special hotel room rate for the week of the class. To book the special room rate, please contact India Pendergrass and advise that you are a student in a Long Island Appraisal Institute class. Contact info:
India Pendergrass, Sales Coordinator
Hotel Phone: 516-747-0230
Direct Line: 516-880-1004
Course Description:
This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques. A mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.
Notes. This course is in the
Who should Enroll
Objectives
Course Materials Include:
Exam
An OPTIONAL 1 hour exam is required for students taking this course as part of the
You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.
Appraisal Institute CE PointsAI CE credit: Attend only - 150 points; Attend and pass - 200 points.
Class Time14 hours
Required and/or Recommended Equipment
Appraisal Institute and New York State Continuing Education Credit:
Full attendance (100% required), and successful completion of the course required.
(1) APPROVED for Appraisal Institute CE and (2) PENDING : 15.0 hours, NYS RE Appraiser Continuing Education credit for 2024; course was approved in 2023 and approval for 2024 is expected.
Continuing Education:
Please be advised that at this time continuing education credit has been approved by the Appraisal Institute and New York State for this offering. While the AQB has approved this seminar for 15 hours of CE, some states may have not. Please check with your state regulatory office.
(2) Registrants MUST CHECK their individual states for approval BEFORE registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program MAY NOT be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states.