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South Florida Chapter
January 2015
President’s Message
Albert Armada, MAI, SRA
Editor: Carolyn “Lynn” Bodor, SRPA
The Appraisal Institute – a great American institution. I am
very proud to be a member. I am honored and privileged to
be the President for the South Florida Chapter in 2015.
Keep in mind that I was not born in this the greatest of
countries, and that I am the first person in my family to get a
college degree. So to have been elected to this office by a
professional organization of my peers is truly an honor. My
membership in the Appraisal Institute has given me a sense of
professionalism, and no less important, an independence that
I worked towards for many years.
2015 Officers and Directors
President
Albert Armada, MAI, SRA
Vice President
Robert Scherer, MAI
Secretary
Carlos Gobel, SRA
Treasurer
Michael Brady, MAI
I am reminded of the many encouraging conversations I had with Ted Slack Sr., MAI. And, also
the guidance of Renaldo Blanco-Navarro – not a member of the Institute but a board member
of the first FREAB – who taught me basic skills about appraising. And, also Gabriel GarciaMenocal, MAI who was my true first teacher. I am also grateful to my first true mentor, John
Blazejack, MAI, SRA, for his continued friendship and support. And finally, I am enriched by the
constant presence of Bob Gallaher, MAI, as a life mentor, colleague and friend.
It took a long time for me to become designated – I probably hold this unflattering record in the
chapter. I began my service on the local Board of Directors in 2009. I am thankful to Ann
Marie McCarthy, MAI, for opening the door to Board membership and for allowing me to
participate and work my way to where we are today.
Serving in the South Florida Chapter of the Appraisal Institute has been an eye-opening
experience. I have learned that the Appraisal Institute, while member driven, is a top-down
organization. Policy, understandably, is defined by those members holding national and/or
regional positions; the obvious reason is simply their accumulated experience. The role of the
South Florida Chapter of the Appraisal Institute is thus to act on the agenda set by national, as
well as to address the issues mandated or required by the organization.
These tasks are best addressed at the chapter level by an executive director. We are fortunate
to have Debbie McClave, with her high caliber of professionalism to guide us through the day to
day business of running our chapter: truly indispensible. Also in my view, indispensible to the
financial success of the chapter is the extraordinary significance that the Education Committee
plays, and has for years. We are very fortunate as well to have a volunteer - par none - in that
role, Claudia Vance, MAI. Her contribution to the chapter cannot be overstated. Another
example I offer is Barbara Johenning, MAI, who has worked tirelessly over the past 3 years in
coordinating candidate guidance and the new candidate advisor program, with clear and
concrete results that demand our acknowledgment.
Directors thru 2015
David Aucamp, SRA
Kenneth Brown, MAI, SRA
Bob Gallaher, MAI
Trisha Guarnieri, MAI
(Past President)
Directors thru 2016
Anthony Graziano, Jr., MAI
Barbara Johenning, MAI
Lance Zabatta, MAI
Directors thru 2017
Michael Cibene, SRA
Mendel Westberry, MAI
Region X Representatives 2015
Albert Armada, MAI, SRA
(2015 Chapter President)
Michael Brady, MAI
Armando del Valle, SRA, AI-RRS
Robert Scherer, MAI
2016
Carlos Gobel, SRA
Trisha Guarnieri, MAI
Eric Wit, MAI, AI-GRS
Alternates 2015
Jozef Alhale, MAI
Gregory Becker, MAI
C. Kevin Bokoske, MAI, AI-GRS, AI-RRS
Michael Cibene, SRA
Brian Flynn, MAI, AI-GRS
Robert Gore, SRA
Barbara Johenning, MAI
Claudia Vance, MAI
Mendel Westberry, MAI
Lance Zabatta, MAI
Continued……...
South Florida Chapter of the Appraisal Institute
1500 West Cypress Creek Road, Suite 103, Fort Lauderdale, FL 33309 T 954-229-0499 Email [email protected]
Website www.southflorida-ai.org
President’s Message-Cont.
Albert Armada, MAI, SRA
The Appraisal Institute faces challenging times. Other organizations (some of which are relatively new on the scene) and
some individuals criticize, our members struggle to regain stability after the Great Recession and competing educational
opportunities vie for our members’ attention.
Our national representatives have their hands full. But, it is our job at the local level to support our national organization
in its effort to remain as the preeminent appraisal organization in the United States. Our task is to be good caretakers of
the chapter’s business. I promise to do that diligently, carrying on the example of my predecessors – Trisha Guarnieri,
MAI; Val Chiasson, MAI, SRA; James Walsh, MAI, and Armando del Valle, SRA, AI-RRS.
I encourage you as a member of this chapter to volunteer to serve, your help is needed in the everyday efforts of
complying with tasks and agendas set by national; you will gain insights into the organization’s workings. A chapter full of
active volunteers is the best means of the betterment of our Institute and assurance of its future success.
Albert Armada, MAI, SRA
Chapter President
[email protected]
JANUARY
23
Chapter Meeting & Installation
Shula’s Hotel, Miami Lakes
The Economic Engines of Miami-Dade County, CE 3-Hours
FRIDAY
Mark Your Calendar
Chapter Meeting at Marlins Park, Sept. 23, 2014
Education
Claudia Vance, MAI
Thank you to our loyal members who attended the Chapter’s educational offerings in 2014. Your support is critical in
maintaining our Chapter as we are accustom to. In 2015, attendance at our chapter sponsored courses, seminars and
chapter meetings is even more important since it is not a State renewal year and our net profit will be lower than 2014.
Trisha Guarnieri, MAI, made it a priority for the Chapter to present timely and high quality seminars and courses to our
members. She also saw to it that we had fun at the Marlins outing. Chapter officers and board members are focused on
the South Florida Chapter being the best in the country. This goal can only be accomplished when you enroll in the
Chapter’s offerings for qualifying education and continuing education.
2015 will be a different year because of the variety of delivery systems for education. Most people continue to prefer inclass sessions. As can be noted on the 2015 Education Schedule, there are classes and seminars for all levels of
expertise and interests. Additional seminars will be added as available. All of us are fortunate to have Debra McClave
as our Executive Director. In 2014, Debra managed the business of the Chapter and administered 29 educational
sessions for 1,308 people. Thank you Debbie, we would not be the Chapter we are without you!
It is a New Year with a full education schedule as can be seen in this newsletter. Please take a minute to review the
schedule to see what classes you need or what might interest you. Appraisers in your office, who are not affiliated with
the Appraisal Institute, can benefit with classes nearby to further their careers. Far too many appraisers waited until
the end of the two-year State renewal cycle to complete the 30 hour requirement, finding hours wherever they could.
Note: the easiest way to complete 30 hours: 7, 3-hour seminars at Chapter meetings in 2 years x 3
hours = 21 hours + 7 hour USPAP Update + 3 hour Florida Law = 31 hours. HOORAY!! You are done!!
For designated member and candidates, there are many courses to fulfill the recertification and designation process for
the Appraisal Institute. Let 2015 be the year you get ahead of the time crunch to obtain continuing education credits
and attend quality educational sessions. You need the hours; the Chapter needs your attendance.
January 23, 2015 is the date for the Chapter Meeting and Installation. It will be a fun and productive day. Albert
Armada, MAI, SRA, will be installed as the President of the South Florida Chapter of the Appraisal Institute. Bob
Gallaher, MAI will moderate a panel presentation on The Economic Engines of Miami-Dade County. The location
for this event is Shula’s Hotel, Miami Lakes, with a scrumptious Latin inspired menu for lunch. Please see details on the
brochure in the newsletter.
Looking forward to a new and prosperous New Year for us all.
Claudia Vance, MAI
Education Chair
[email protected]
Important!
Check online state approvals prior to registering.
If you are interested in serving the chapter, please go online and complete
the Chapter Leadership Resource Registry.
South Florida Chapter
2015 Education Schedule
January 23
Chapter Meeting and Installation
The Economic Engines of Miami-Dade County (CE 3-Hours)
Shula’s Hotel, Miami Lakes
Moderator
Bob Gallaher, MAI
January 26-29
General Appraiser Report Writing & Case Studies
Dana Thornberry, MAI
45-Hour SRA Demo Alternative Package
February 4-5
February 6-10
Advanced Residential Applications & Case Studies, Part 1
Advanced Residential Report Writing, Part 2
Mark Smeltzer, SRA
Mark Smeltzer, SRA
February 19-20
The Appraiser as an Expert Witness: Preparation & Testimony
John Underwood, MAI, SRA
February 23-27
Advanced Market Analysis and Highest & Best Use
Wm. Otto Spence, MAI
March 2-5
General Appraiser Market Analysis and Highest and Best Use
Wm. Otto Spence, MAI
March 9-13
Review Theory-General
Vincent Dowling, MAI, SRA
March16-18
Review Theory-Residential
Vincent Dowling, MAI, SRA
March 20
Introduction to Green Buildings: Principles & Concepts
Sandra Adomatis, SRA
April 27-May 1
“New” Review Case Studies-General
Joseph Magdziarz, MAI, SRA
May 15
Chapter Meeting and Elections
Economic Engines of Broward County (CE 3-Hours)
Westin, Ft. Lauderdale
Moderator
Kevin Bokoske, MAI, AI-GRS, AI-RRS
June 1-4
General Appraiser Sales Comparison Approach
Wm. Otto Spence, MAI
August 20-21
Real Estate Finance, Statistics & Valuation Modeling
Vincent Dowling, MAI
September 11
Date Change
Chapter Meeting
Vincent Dowling, MAI
October 5-6
Evaluating Commercial Construction
James Canestaro
October 7
Evaluating Residential Construction
James Canestaro
October 8-9
“New” Review Case Studies-Residential
Craig Harrington, SRA, AI-RRS
October 19-22
General Appraiser Site Valuation & Cost Approach
Vincent Dowling, MAI, SRA
November 5-6
Residential and Commercial Valuation of Solar
Sandra Adomatis, SRA
November 13
Chapter Meeting
December 4
Business Practices & Ethics
C. Tom Cowart, MAI, SRA
Registration: http://www.appraisalinstitute.org/education/SouthFlorida.aspx
South Florida Chapter of the Appraisal Institute
1500 W. Cypress Creek Road, Suite 103, Ft. Lauderdale, FL 33309
T 954-229-0499 E [email protected]
Revised
12-18-2014
Andrew Cohan, MAI
When I was in high school, in the 1970s, and was the last of three sons to consider colleges, my mother decided
to return to work after being a homemaker for 20 years. Having studied shorthand in her school days, she
started doing temporary secretarial work and remained a secretary until she retired at age 70. During the last 15
years of that career she would often say “If I knew I was going to be working this long I would have gone to law
school.” So when I was 45 years old and the telecom industry was no longer a place where I could grow due to
changes in the industry, I knew that my second career would be worth an investment of time and effort
regardless of how long I would use my new skills. This attitude didn’t seem very special to me until I spoke with
a close friend of mine about going back to school. He was embarrassed that he never received a college degree
and was considering taking a math class, but he couldn’t see the payoff of the long road to earning a degree. He
told me “If I take four courses a year, I’ll be 50 before I graduate.” I replied, “If you don’t take four courses a
year, you’ll be 50 anyway.”
Many times, the “secret” to accomplishment is simply not quitting. I spent a year getting a degree in Tourism
Management in order to switch careers and ended up taking a job with a hotel appraising firm, HVS. I thought I
would stay for a few years to learn about the industry and then move on. I started taking Appraisal Institute education, and got my
Florida appraisal licenses during those three years. I was ready to move on at the end of 2008, but that was right after the market
began to fall, and no one was hiring or moving to new companies unless they had to. So I stayed through the recession years and kept
taking two or three classes per year, as business volume was light. By the time the economy was recovering and our calendars were
getting busy again, I only had the work log and demonstration of knowledge requirements to complete in order to receive the MAI
designation.
Persistence and patience are not the most glamorous characteristics, but they are usually required in order to get things done. By
focusing on the next step instead of the whole road ahead, I usually plod along and eventually rack up rewards and meet goals along the
way. The MAI process for me has been another one of those journeys that required taking the next step and not quitting.
Peter Krumm, SRA
What does designated membership mean to me? It means being recognized by the largest professional association
of real estate appraisers as a peer. To be counted amongst this group is an honor and a privilege and I am thankful
for the opportunity to learn from the knowledgebase that makes up this institution.
One of the hardest parts in my path to SRA designation was making the commitment to become a candidate. After that and a few
conversations with the advisors, I was on my way. The biggest challenge was the report writing course. It was very in depth and
required much more than one might anticipate. After that hurdle, it was relatively smooth sailing and mainly a matter of making the
time commitment. I enjoyed the process as a whole and would say that my favorite parts were discussions with my advisor(s) and
going over select assignments with the residential experience screener.
I recommend becoming a candidate for designation to any appraiser who wants to challenge themselves professionally and
intellectually. The process was both challenging and rewarding and I am extremely happy to have achieved my SRA designation.
Matthew Roach, MAI
When I first began the process of obtaining my designation, I planned to complete the requirements before
having kids. Five years and two kids later, I finally received the designation. I would like to thank my family for
putting up with me over the weekends I devoted to studying for the comprehensive exam and writing the
demonstration report.
I chose the traditional demonstration report option to save some money. But, many times while working on
the report, I questioned my decision not to take the Capstone program. In the end, I learned many things from
choosing the traditional demonstration report, not only in improved valuation techniques, but also in report
formatting and writing.
South Florida Chapter News
New Designated Members
Paul Burgess, MAI, SRA
Andrew Cohan, MAI
Brian Flynn, MAI, AI-GRS
Wendy Friedman, SRA
Timothy Holt, MAI, AI-GRS
Bruce Kahn, MAI
Chris Marrongelli, SRA, AI-RRS
Todd Neary, MAI
Mathew Roach, MAI
Irene Sokoloff, MAI
Welcome New Candidates for Designation
Johmar Garcia
Candidate, SRA
Gregory Gunter, MAI
Candidate, AI-GRS
Jennifer Lee
Candidate, SRA
Thomas Miller, MAI
Candidate, AI-GRS
Jonathan Stillwell
Candidate, SRA
Candidates for Designation Transferred
Ana Rodriguez from Metro NJ
Candidate, MAI
Welcome New Practicing Affiliate
Brian Simmel
Designated Members Status Changes
Philip Barlage, SRA
Non-Practicing Retired
Michelle Dion, SRA
Non-Practicing
Neil MacMillian, MAI, SRA Non-Practicing Life
Designated Member Readmitted
Glenn Lazarus, MAI
Designated Members Transferred
Enrique Casado, SRA, AI-RRS, South Florida secondary
Julie Friess, SRA, from Phoenix
James Piro, MAI to Florida Gulf Coast
In Memoriam
We are sad to announce the passing of Howard Delahanty, MAI, SRA in early December. Our deepest
sympathy to his family, friends and colleagues.
Our deepest sympathy to the family of Stuart Fearer, SRA. He will be missed by his family, friends and
colleagues.
Knowledge Center Resources
The Resources section of the Knowledge Center is the hub for all tools, forms and manuals for students Sign-in is
required using your AI username and password.
Become a Candidate Advisor!
The South Florida Chapter and the AI Admissions Department are actively recruiting Designated members to serve as
advisors to Candidates. The Advisor serves as a resource to the Candidate, providing the Candidate with knowledge on
the Appraisal Institute and expertise on the appraisal profession. An Advisor may receive up to 125 points of continuing
education credit in the category of “Service As a Candidate Advisor” (this is no longer part of Service to the AI) during
each Appraisal Institute five-year continuing education cycle. Please click here to view the free online Advisor
orientation.
South Florida Chapter News
Nominating Committee
The selection of a five-member nominating committee will be completed at the January 23, 2015 Chapter Meeting and
Installation. This committee is charged with preparing a slate of nominees for the position of 2016 officers, directors
and regional representatives of the South Florida Chapter.
Our current president, Albert Armada, MAI, SRA, will appoint one committee member and the Board of Directors
will appoint one committee member. The Chapter designated members, candidates, practicing affiliates and affiliates,
will nominate the remaining two members at the Chapter Meeting and Installation on January 23, 2015.
WE NEED YOU! If you are interested in serving the chapter, please go online and complete the Chapter
Leadership Resource Registry.
http://www.appraisalinstitute.org/about/about-the-appraisal-institute/ai-volunteer-opportunities/
Trisha Guarnieri, MAI
Nominating Committee Chair
[email protected]
Congratulations Paul Mayhew, SRA, 63 years in the appraisal industry!
“Congratulations on your retirement!
As an SRA and a Life Designated member of the Appraisal Institute, you have shown a longterm commitment to advanced education, higher ethical requirements and elevated
expectations for the valuation profession as a whole.
Bill Griffith, SRA with Paul Mayhew, SRA
Thank you for the extensive years of dedication and service to the Appraisal Institute and
the South Florida Chapter. It is loyal professionals like you who help make AI the stellar
organization that it is today. You are certainly an example to us all!
We wish you the best in your future endeavors on behalf of the Officers and Board of Director of the Appraisal
Institute, congratulations you your well-earned retirement.”
Sincerely,
Ken P. Wilson, MAI, SRA, 2014 President
Bill Griffith, SRA presenting Paul with a gold watch. Congrats!
Sharon del Valle, Armando del Valle, SRA
and Fidel Petisco with Paul Mayhew. SRA
Thanks Paul for being a great mentor!
South Florida Chapter News
Registries for 'Green' Professional Development Program
The South Florida chapter is offering two courses this year in the Valuation of Sustainable Buildings Professional
Development Program series:
March 20
November 5-6
Introduction of Green Buildings: Principles & Concepts
Residential and Commercial Valuation of Solar
Sandy Adomatis, SRA, will be the instructor for both classes. Sign up today and learn from an expert!
http://www.myappraisalinstitute.org/education/SouthFlorida.aspx
The Appraisal Institute expanded its Valuation of Sustainable Buildings Professional Development Program's registries
of residential and commercial appraisers, found on the AI website.
The registries now list the names of Designated members, Candidates for Designation, Practicing Affiliates, Affiliates
and other professionals who have successfully attended and passed the examinations of the courses in the program.
Placement on the registries shows potential clients and employers that these individuals have obtained knowledge on
this specialized topic. The Appraisal Institute expanded the list of those eligible to be listed in the online registries in
response to requests from clients seeking to hire commercial and residential appraisers who had taken AI's green and
energy-efficient valuation education.
Learn more about the "Valuation of Sustainable Buildings Professional Development Program."
Nominations for 2016 Vice President
The Appraisal Institute is seeking the names of those members interested in serving as the 2016 vice president of the
Appraisal Institute.
The 2016 vice president will become president-elect in 2017, president in 2018 and immediate past president in 2019.
Those interested in serving or recommending another member for the position should submit recommendations in
writing to:
Ken P. Wilson, MAI, SRA, Chair, 2015 National Nominating Committee
C/O Darlene Grass
Appraisal Institute
200 W. Madison Avenue
Suite 1500
Chicago, IL 60606
Or email your recommendation to: [email protected].
Deadline for submissions is February 16, 2015.
*Qualifications to Serve
*Nominees cannot serve as a member of the National Nominating Committee at any time during the year in which
their candidacy would be considered. This requirement does not preclude consideration for the office in future years.
Log your AI Service Hours Online!
Designated members, Candidates, and Practicing Affiliates. You can log your own Service to the AI through your AI
CE Log.
South Florida Chapter News
Florida Real Estate Appraisal Board
2015 General Meetings
Monday, February 9, 2015
Tuesday, April 7, 2015
Monday, June 1, 2015
Monday, August 3, 2015
Monday, October 5, 2015
Monday, December 7, 2015
If you wish to have printed materials to reference during the meeting, you may access these documents through the
Meetings and Workshops link found in the left-hand column of this web page. You may access and print all publicly
available materials as early as 7 days before the date of the meeting. We appreciate your understanding as the
department endeavors to minimize paper usage in all our business practices.
As of February 2012, the Division of Real Estate will be able to live stream the meetings. The link can be found on
the same page as the meeting materials above. The streaming is not recorded and it has limited space at this time. If
you are unable to access the meeting, please try again later as access may become available during the day. If you have
connected to the live stream and no longer wish to view the meeting in progress, please be sure to disconnect to
allow others to access the live stream.
Also, please note the following FREAB Meeting info:
 The start time for the meeting is 8:30 a.m. for both meeting days.
 The Legal Docket is the first day of the meeting (Monday). Sign-in will begin at 8:00 a.m.
 If you plan to attend to obtain continuing education credit, you will need to attend the full day when the Legal
Docket is heard. Sign-in will begin at 8:00 a.m. Please be sure to contact the Division of Real Estate Education
Section
New 3-Hour Supervisor and Trainee Course
Effective December 1, 2014 the state of Florida will require a 3 hour Supervisor and Trainee course, that applies to all
new or existing applicants for a Trainee registration. This course must comply with the AQB course objectives and
outline. As of January 1, 2015 any existing Certified Appraiser adding a Trainee, or Certified Appraisers, who
currently supervise, but wish to change the composition of existing Trainees, will also be required to complete this
course, prior to adding the Trainee or making a change. If you are a Certified Appraiser who does not wish to
supervise trainees, or who does not wish to make changes to your existing trainee composition, you are not required
to take this course.
This is not the same course that was previously required at initial licensing or renewal in previous years, commonly
known as the Roles and Responsibilities course. The Roles and Responsibilities course will not satisfy the requirement
for the new Supervisor and Trainee course.
Nicholas D. Pilz, MAI, SRA, AI-RRS
Region X Government Relations Chair
[email protected]
The 2015 Leadership Development and Advisory Council conference will be held at the Renaissance DuPont Circle Hotel in
Washington May 20-22. The Appraisal Institute will begin accepting applications for individuals interested in registering for
LDAC Jan. 5. Find more information on applying for LDAC 2015.
South Florida Chapter News
Candidates Corner
Annual Minimum Progress
Start 2015 right! Plan out your annual minimum progress now. You can also refer to the Candidate Resource Manual for
information on many aspects of the Candidate for Designation program, including Annual Minimum Progress, Candidate
Attendance, Timeline to Designation, Candidate Status Report, etc.
You can satisfy your 2015 Candidate Attendance requirement by attending our first chapter meeting on January
23! Sign up today!
AI Board of Directors approved amendments to AI Regulations that would broaden the definition of the Candidate Attendance
Requirement. Regulations will now allow Candidates to attend at least one (1) meeting of their chapter or an AI event (Chapter,
Regional, National) approved by the ADQC. Please note: A Candidate who already holds another Appraisal Institute
designation is not subject to this requirement.
Fulfilling this requirement became problematic for some Candidates due to geography or other factors. In late 2013, the ADQC
proposed broadening the definition of a meeting so that an array of events will now satisfy the intent of the attendance at
meetings—which is to foster a community of appraisers through networking. The ADQC will still have discretion to determine
which types of events would satisfy the requirement.
Candidate Attendance Approved Events
https://www.appraisalinstitute.org/assets/1/7/candidate-approv-events.pdf
Registering for an advanced MAI designation course?
Have you completed the Advanced Education Diagnostic Test? If not, register today. You won’t be able to register until you
pass this exam! Advanced Education Diagnostic Test
2015 Comp Exam Dates
April 1 - April 30, 2015
Application Deadline: February 25, 2015
August 1 - August 31, 2015
Application Deadline: June 20, 2015
November 1 - November 30, 2015
Application Deadline: September 20, 2015
Due to the nature and logistics of the exam delivery format, transfers and refunds are NOT permitted.
Examinees must take ALL required modules within their chosen 30-day window or they will receive an
incomplete on ALL modules in that offering.
Comp Exam Eligibility Requirements



Attend and pass all required courses/exams
Receive credit for the college degree requirement
Meet the Ethics and Standards requirements for Candidates (this requirement consists of both Business Practices and Ethics
and USPAP/IVS)
Please note: All required examinations must be taken at least six weeks prior to your Comp Exam test date to
allow time for grading.
Continued...
South Florida Chapter News
Candidates Corner-Cont.
Comp Exam Guidelines and Resources
Comp Exam FAQs
The FAQs contain a list of the most commonly asked questions from Candidates about all Appraisal Institute Comprehensive
Examinations for the following AI Designations: MAI, AI-GRS, and AI-RRS.We highly recommend all Candidates read these FAQs
Comp Exam Guidebook
This guidebook includes comprehensive information about your Comp Exam, such as eligibility requirements, specific topics covered
in each module, as well as registration/test-taking guidelines. Candidates must read the Guidebook before submitting an
application. Submit your Comp Exam Application
Questions? [email protected] or (312) 335-4111.
2015 Capstone Schedule
2015 Locations & Dates
Phoenix – Sold Out
Feb. 23 - March 1, 2015
Austin, Texas – Sold Out
Feb. 23 - March 1, 2015
San Juan, Puerto Rico – Sold Out
April 27 - May 3, 2015
Chicago – Sold Out
April 27 - May 3, 2015
Boston
July 13- 19, 2015
Seattle
July 13 - 19, 2015
Columbus, Ohio
Sept. 28 - Oct. 4, 2015
Sacramento, Calif.
Sept. 28 - Oct. 4, 2015
Kansas City, Mo.
Nov. 9 - 15, 2015
Charleston, S.C.
Nov. 9 - 15, 2015
Important Capstone Prerequisites
Adv. Market Analysis/HBU OR equivalent
General Demonstration Appraisal Report Writing Seminar (within the last 5 years)
Barbara Johenning, MAI
Candidate Guidance Chair
[email protected]
Candidate Guidance Committee
Peter Krumm, SRA
John Lancet, MAI
Robert Mesner, MAI, AI-GRS
Keith McQuaid, SRA
Knowledge. Experience. Integrity.
The MAI, SRPA, SRA, AI-GRS and AI-RRS
designations represent advanced knowledge.
They stand for years of proven, real-life real
estate valuation experience. And they always
mean a commitment to strict professional
ethics and standards.
2015 South Florida Chapter Leaders
President
Vice President
Secretary
Treasurer
Albert Armada, MAI, SRA
Robert Scherer, MAI
Carlos Gobel, SRA
Michael Brady, MAI
Directors 2013-2015
David Aucamp, SRA
Kenneth Brown, MAI, SRA
Bob Gallaher, MAI
Trisha Guarnieri, MAI
(Past President)
Directors 2014-2016
Anthony Graziano, Jr., MAI
Barbara Johenning, MAI
Lance Zabatta, MAI
Directors 2015-2017
Michael Cibene, SRA
Mendel Westberry, MAI
Regional X Representatives – 2014-2015
Michael Brady, MAI
Armando del Valle, SRA, AI-RRS
Robert Scherer, MAI
Albert Armada, MAI, SRA (2015 Chapter President)
Regional X Representatives – 2015-2016
Carlos Gobel, SRA
Trisha Guarnieri, MAI
Eric Wit, MAI, AI-GRS
Regional X Alternate Representatives – 2015
Jozef Alhale, MAI
Gregory Becker, MAI
C. Kevin Bokoske, MAI, AI-GRS, AI-RRS
Michael Cibene, SRA
Brian Flynn, MAI, AI-GRS
Robert Gore, SRA
Barbara Johenning, MAI
Claudia Vance, MAI
Mendel Westberry, MAI
Lance Zabatta, MAI
South Florida Chapter Committee Chairs—2015
By-Laws
Carlton Cole, MAI
[email protected]
Candidate Guidance
Barbara Johenning, MAI
[email protected]
Education
Claudia Vance, MAI
[email protected]
Finance
Michael Brady, MAI
[email protected]
Government Relations
Robert Scherer, MAI
[email protected]
Newsletter
Carolyn “Lynn” Bodor, SRPA
[email protected]
Nominating
Trisha Guarnieri, MAI
[email protected]
Public Relations
Paul Turner
[email protected]
University Relations
Howard Klahr
[email protected]
National Committee Members from South Florida Chapter
Enrique Casado, SRA, AI-RRS
Appraisal Institute Relief Foundation, Director (2016)
Val Chiasson, MAI, SRA
Region X Vice Chair (One of the Directors) (2016)
Appraisal Institute Education Trust, Appointed Trustee (2016)
Ann Marie McCarthy, MAI
Government Relations Committee, Member, Region X (2016)
Michael Slade, MAI, SRA
Professional Practice Compliance and Enforcement Committee, Chair (2015)
Strategic Planning Committee, Chair, Professional Practice Compliance and Enforcement Committee (2015)
Jorge Vallejo, MAI, SRA
Real Estate Appraisal Group Insurance Trust, Trustee (2015)
Luis Vallejo, MAI, SRA
Appraiser Liability Insurance Program (ALIP), Director (2016)
South Florida Chapter News
Job Opportunities
Commercial Real Estate Appraiser
Meridian Appraisal Group, Inc. – Orlando, Florida Area
Job Description
Preparation and production of Fannie Mae, Freddie Mac and FHA apartment appraisals, market studies and consulting
throughout the State of Florida.
Market rate and Tax Credit apartments are the dominate property types for this
position. Apartment appraisal experience a plus but not necessary. Training to be provided for those with the
analytical, communication and writing skills to be successful. The availability of health insurance, 401(k) and profit
sharing is part of the compensation package.
Meridian Appraisal Group, Inc. provides the following services to their clients:
Narrative Appraisals on all most all property types
Market Feasibility Studies on almost all property types
Appraisal Review
Court Testimony
Rent and Income studies
URAR appraisals for FHA, VA, conventional and relocation financing on one to four unit single family homes
(Residential Division)
Desired Skills & Experience
State of Florida General Certification, 4-year college degree minimum, strong analytic & writing ability, must be
proficient/advanced in Word, Excel and ARGUS. Must manage time efficiently and be self-motivated. Strong
communications skills are required along with a “team player” mentality. Emphasis is placed on quality of work and
critical thinking ability. Three years’ experience at a minimum.
Company Description
Meridian Appraisal Group, Inc. strives to provide their clients with consistent, superior, professional performance by
approaching each assignment with meticulous dedication and analysis of each specific property. This is accomplished by
using the most up-to-date research materials, staying informed about current and future trends in the marketplace, being
involved in the Appraisal Institute and other real estate related organizations and by having the highest quality appraisers
to serve our client’s needs.
Interested applicants, please respond in confidence to Robert Von [email protected] or Angela Brown at
[email protected].
Sponsored by:
South Florida Chapter
of the Appraisal Institute
Location
Shula’s Hotel
6852 Main Street
Miami Lakes, FL 33014
Chapter Meeting & Installation
The Economic Engines of Miami-Dade County
Moderator: Bob Gallaher, MAI
Friday, January 23, 2015
Fees:
$90 AI Price*
$115 Full Price*
All real estate value is built on the four major factors that comprise the local markets – economy,
government, demographics and geography; every appraisal report addresses these fundamentals and
values can change dramatically when any of these four elements experience upheaval or interruption.
*Fee Includes:
 Buffet Lunch
In preparing appraisal reports for their clients appraisers frequently turn to published demographic
statistics and sometimes include oft-repeated boilerplate data regarding government structure and
local geography. But economic data is subject to the most dramatic and frequent changes and mostdirectly impacts real estate values when those changes occur.

3-Hour Seminar
Register Early and Save!
Fees increase $15 after 1-16-2015
Want to attend lunch and skip the
seminar? Fee for lunch & chapter
meeting only—does not include
seminar: $60
Register
Schedule:
Registration: 11:30 am
Lunch, Meeting, Installation:
11:50 am—1:00 pm
Seminar: 1:00—4:00 pm
CE Credit:
Appraisal Institute: 15 points
FREAB: 3-Hours, 0009319
In this three-hour program, we will provide firsthand access to the sources of economic data and
news for Miami-Dade County. The seminar will address the basic industries of the county, the
potential for new industry in-migration, the risks of existing industry out-migration, the strengths of
the local economy and the challenges we face in maintaining long-term viability.
Panelists:
Steve Beatus, Beacon Council — How Miami Dade attracts industry and businesses, what do new
companies find attractive about South Florida and what challenges does the agency face in recruiting
businesses to the area?
Pat Birch, Gallaher & Birch — Will address trends in medical real estate. Who are the leasers in the
medical field, how they are using their real estate, why are they continuing to acquire more property,
rental trends, office hotel, etc.?
Ron Shuffield, Esslinger Wooten Maxwell, Inc. — Will address the demand and supply balance of the
residential real estate market, the changing trends in how and where people live and broad changes in
the commercial markets.
William Talbert, Greater Miami Visitors & Convention Bureau — Will address the volume of
visitors, the amount of dollars they feed into the economy and the future prospects for increases and
decreases in their number and the resulting expected impact on the demand for Miami-Dade real
estate.
Register: http://www.appraisalinstitute.org/education/SouthFlorida.aspx
SOUTH FLORIDA CHAPTER
1500 W. Cypress Creek Road
Suite 103
Ft. Lauderdale, FL 33309
Phone: 954-229-0499
E-mail: [email protected]
Website: www.southflorida-ai.org
Don Shula’s Hotel, Directions & Map
http://www.donshulahotel.com/contact-us-and-direction-en.html
FOR A LISTING OF EDUCATIONAL OFFERINGS SPONSORED BY THE SOUTH
FLORIDA CHAPTER, VISIT OUR WEBSITE @ www.southflorida-ai.org