2nd Annual Subject Matter Expert Roundtable @ Little River Canyon Center
Oct 19 @ 1:00 pm – 5:00 pm

“2nd Annual Subject Matter Expert Roundtable”-4-Hours
The Alabama Chapter of the Appraisal Institute is excited to be presenting the Second Annual Subject Matter Expert Roundtable on October 19, 2018. This seminar will feature four experts, and will take place near Mentone, Alabama at the Little River Canyon Center with the focus being Preservation and Conservation.

Jerry Roberson will be our first speaker and will present, “A Saga in the Canyon, Second Verse; the Creation of the Little River Canyon National Preserve” Mr. Roberson is a graduate of The University of Montevallo with a B.A. in Economics. He has been involved in the real estate profession for over 40 years and has presented at numerous conferences across the country. His article “Tradition or Stagnation? In Defense of Non-Economic Highest and Best Use”, was published in the April 1997 edition of the Appraisal Journal. Mr. Roberson served as the project lead, when the tract of land that is now known as the Little River Canyon National Preserve, was conveyed to the Department of the Interior by Alabama Power Company. During this multi-year project, he worked with numerous valuation experts, methodology experts, and archaeology experts in what many consider to be one of the most complex valuation assignments of the last 25 years.

Terry Dunkin, MAI, SRA, CRE, CCIM,will be our second speaker and will present, “Conservation Easements: An Appraiser’s Prospective”. Mr. Dunkin is from Maryland and a Past President of the Appraisal Institute. He is a graduate of Towson University and an Adjunct Professor at Johns Hopkins University. He has been involved in real estate valuation and consulting for over 40 years

Katherine Eddins, Executive Director of the Georgia-Alabama Land Trust will be our third speaker and will provide insight on “Conservation Easements from the Land Trust’s Perspective”. Katherine has served as executive director of the Georgia-Alabama Land Trust since 1999. She graduated from the University of Alabama School of Law, Juris Doctorate, and subsequently received a master’s degree in forestry from Auburn University, graduating summa cum laude. She has been published in the Journal of Forestry and has practiced law and natural resource management. Katherine is a registered forester, and the past chairman of the advisory committee for Auburn University School of Forestry and Wildlife Sciences.

Jo Lewis, will be our final speaker and will present insight from the Alabama Department of Conservation and Natural Resources on the valuation process associated with the Forever Wild Program. Since it was established the Forever Wild Program has secured over 255,000 acres of land in Alabama for public use.

The seminar was very successful in 2017 with a large turn out including three Past Presidents of the Appraisal Institute and the President of the Alabama Home Builders Association. We are expecting another great seminar this year. Don’t miss this opportunity to hear four experts speak on preservation and conservation and enjoy this beautiful part of Alabama.

AI Fee: $90, Standard Fee: $90
Includes a BBQ Lunch from 12:00-1:00pm

Attendees are encouraged to stay after class and continue the days discussions at a reception on the patio. Beer & Wine will be served.

Click to Register
Approved 4 Hours CE Credit Alabama Real Estate Appraisers Board
Approved 3 Hours CE Credit Alabama Real Estate Commission
Approved 4 Hours Georgia Real Estate Appraisers Board CE 
Approved 4 Hours Georgia Real Estate Commission CE Credit
Pending 4 Hours CE Credit Tennessee Real Estate Appraisers Board 

Discussions on Writing Client & Reviewer Friendly Reports @ Birmingham Country Club
Nov 30 @ 1:00 pm – 4:00 pm

This Seminar Is:
•One reviewer’s thoughts and opinions
•To assist appraisers in writing client-friendly reports
•To assist appraisers in writing reviewer-friendly reports
•Assist appraisers in understanding the influence reviewers have on your business

Presenters: Mandell Tillman, MAI, AI-GRS-Course Developer
Roger Ball, MAI, SR/WA
Mark Haller, MAI, SRA

Mandell Tillman, has extensive experience appraising residential, commercial, industrial, multi-family, office, motels, nursing homes, subdivisions, and large acreage tracts.Review appraisals completed for numerous financial institutions. Extensive review of appraisals as chairman and member of the disciplinary committee of the State of Alabama Real Estate Appraisers Board.
Qualified as expert witness in State of Alabama and Federal courts. Appointed by Federal Judge to serve as a commissioner on a Federal eminent domain case. Member of the State of Alabama Real Estate Appraisers Board from May of 2002 to May of 2008. Serving as chairman in 2005 – 2006.

Schedule: 1:00pm-4:00pm
Registration: 12:30pm


Approved for 3 hours CE Credit Alabama Real Estate Appraisers Board
Approved for 3 hours CE Credit Alabama Real Estate Commission

Attacking & Defending an Appraisal in Litigation @ Rosewood Hall
Jan 24 @ 8:30 am – Jan 25 @ 5:00 pm

Purpose of the Course

The seminar is designed to assist attorneys, appraisers and real estate professionals with valuation and other real estate appraisal questions in the context of litigation. The seminar is two days and offers the professional models to testify, procedural and evidentiary basics, Uniform Standards of Professional Appraisal Practices, and appraisal theory that is often misunderstood or misapplied.

Relevance of the Course

After years of experience and discussions with past students and attorneys that have been involved in cases, it is evident that there are common mistakes and misunderstandings concerning appraisal and consulting roles and applications of law and practice in the courts. There are literally billions of dollars in real estate cases in the country involving condemnation, property tax, leases, divorce, insurance claims and other settings where value and real estate consulting is an issue. However, there are very few quality seminars that help the attorney and real estate professional be a professional in a case. This seminar gives timely advice on how to be ethical and make sure the attorney is ethical. It also helps the participant keep the theory accurate in application and not fall for tricks that, until this seminar, have been learned largely by experience only after causing significant loss to a client.

Learning Objectives

1. To understand models of testifying
2. To understand commonly misapplied ethics within USPAP and conflicts with attorney ethics
3. To understand commonly misapplied standards within USPAP
4. To understand commonly misapplied Jurisdictional Exception considerations within USPAP and when they are at odds with attorney ethics and considerations
5. To understand common errors within the Cost Approach
6. To understand common errors within the Income Approach
7. To understand common errors within the Sales Comparison Approach
8. To understand the division between a legal and appraisal (fact) question
9. To understand the need for being objective, but adversarial (the attorney) throughout the litigation process
10. Understanding the legal & practical qualifying of an expert as well as when a potential job should be turned down
11. To understand Evidence rules that may apply to an attorney and appraiser
12. To know the difference between testifying & consulting witnesses
13. To be able to apply checklists in the process of providing appraisal or consulting services
14. To be able to offer better reporting and file contents
15. To understand when an “appraisal”, “review”, or “consulting service” is being offered

Registration: 8:00am, Seminar: 8:30am-5:00pm

Instructor: Ted Whitmer,  MAI AI-GRS CRE CCIM AQB Certified USPAP Instructor served on the TALCB and was vice chairman of the Board. Ted is a Certified General Appraiser, licensed as a lawyer with the State of Texas and as a Real Estate Broker. Education includes a B.A. from Stephen F. Austin State University, an M.B.A. from Texas A&M University and a J.D. from the University of Houston Law Center.

AI Price: $495, Standard Price: $595

Approved for 16 Hrs CE Credit Alabama Real Estate Appraisers Board
Approved for 9 Hrs CE Credit Alabama Real Estate Commission
Approved for 16 Hrs CE Credit Mississippi Real Estate Appraisers Board
Approved for 16 Hrs CE Credit Georgia Real Estate Appraisers Board
Approved for 16 Hrs CE Credit Georgia Real Estate Commission

Forest Valuation Part II @ NaturePlex
Feb 22 @ 8:30 am – 4:30 pm

The purpose of the seminar is to help appraisers understand that it is essential to have a fundamental knowledge of the timber market in order to perform competent forestland appraisal assignments (even if working with a consulting forester). It is also aimed at helping Foresters understand appraisal requirements and what goes into a forestland appraisal.

This will be a continuation of the seminar that Morgan taught in 2016. You do not need to have taken the first part to attend this seminar. If you did take the first class, there is much more to learn in this seminar.

Part of this seminar will include a demonstration out doors at the NaturePlex for some hands-on instruction.

Learning Objectives of this Seminar
• To Comply with the COMPETENCY RULE of USPAP
• Recognize the difference between timberland
and “timbered” land
• Converse effectively with foresters and buyers
and sellers of timberland
• Identify the difference between market value of timber, contributory value of timber, and excess
timber value
•Recognize the importance of forestry in the United States, especially the Southeast
•Identify common forestry terms relating to timber and timberland values

Morgan Mellette, MAI ACE
Morgan graduated from Clemson University with a degree in Forest Management. He worked as a procurement forester for Southland Timber Company in Augusta, Georgia, before starting his own forestry consulting business in 1979. Morgan’s primary interests are in the valuation of timber, timberland, conservation easements, rural properties, and ecologically significant and protected forestland. He is a registered forester and land surveyor in Georgia and South Carolina, and a certified general real estate appraiser in Georgia. He is a member of the Appraisal Institute (MAI), the Society of American Foresters, the Association of Consulting Foresters, and the Surveying and Mapping Society of Georgia.

Schedule: 8:30am-4:30pm
Registration: 8:00am

Registration Includes a BBQ Lunch

Approved for 7 hours CE Credit Alabama Real Estate Appraisers Board
Approved for 7 hours CE Credit Georgia Real Estate Appraisers Board
Approved for 7 hours CE Credit Georgia Real Estate Commission