Commercial Appraisal Review: Income & Sales Approach

Date: 
Dec 14, 2018
Program Overview: 

PDF Brochure   Friday, December 14, 2018       11:00 am - 12:30 pm

Commercial appraisals are not only lengthier than residential reports, but are also exponentially more complex. As a result, bank employees who review commercial appraisal reports face a greater challenge than their residential counterparts.  In residential appraising, the sales comparison approach is the main event.  But in commercial appraising, any of three approaches can be relied upon in the final reconciliation process.  According to the regulators, the very complexity of commercial appraisal methodology may increase a bank’s credit risk.  To mitigate some of that risk, this webinar will cover some foundational information about the sales comparison approach and the income approach, including practical tips for reviewing each approach in commercial appraisal reports.

 

 

Topics: 
  • Review of situations where each approach to value is applicable in a commercial appraisal
  • Examine appraisal concepts and methodologies
  • Examples demonstrating methodologies
  • Overview of commercial appraisal review techniques
  • Learn how to identify when appraisal review competency has been exceeded (a regulatory requirement,) triggering outside review assistance 

Take-Away Toolkit

  • Supplemental manual will provide an overview of the two approaches to value, tips for reviewing each in a commercial appraisal report, and a case study examining both approaches to value.
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

 

Speaker: 

Heidi Lee is a commercial review appraiser with 18 years’ experience at Whitney National Bank, a mid-sized financial institution.  Since retiring from Whitney Bank in 2011, Heidi has founded Appraisal Review & Consultation to share her skills and appraisal regulatory knowledge base with other financial institutions.  Her firm offers commercial review services and appraisal policy/procedures assistance to small-and medium-sized banks across the country. 

Heidi has earned the MAI and the AI-GRS designations issued by the Appraisal Institute and the MRICS designation issued by the Royal Institution of Chartered Surveyors. She holds a general appraiser certification in Louisiana and Texas and was appointed by two governors to serve on the Louisiana Real Estate Appraisers Board. Additionally, Heidi is a member of the Urban Land Institute and RMA.

 

Agenda: 

WHO SHOULD ATTEND 
This informative session is designed for persons who are presently engaged in a bank’s review function, particularly those who review commercial appraisals. It would also be of benefit to appraisal department managers and credit department administrators with the appraisal function in their remit.

 

Fees: 

MEMBER

Live Webinar
    $255.00 Single Location
    $150.00 Each Additional Location

Recorded Webinar & Free Digital Download
    $255.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $375.00

NON-MEMBER

Live Webinar
    $510.00
    $300.00 Each Additional Location

Recorded Webinar & Free Digital Download 
    $510.00

Premiere Package (Live & Recorded Webinar with Free Digital Download)
    $750.00

Association Contact: 

If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or mborden@indianabankers.org

Cancellation Policy: 

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

Webinar Options: 

1.  Live Webinar
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number & pass code that will allow entrance to the seminar. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at www.adobe.com.

2.  Recorded Webinar & Free Digital Download
Can’t attend the live webinar?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

3.  Both Live Webinar & Recorded Webinar & Free Digital Download
Includes options 1 and 2 above

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