Atlanta Area Chapter Appraisal Institute Newsletter
June 27, 2023
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Chapter President's Message
Bo Bass, MAI
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Greetings everyone! I would like to start this message by recognizing the following newly designated members:
John Baldwin, SRA, achieved the AI-RRS designation
Taylor Malcolm achieved the MAI designation
Justin Poisson achieved the MAI designation
Mark Schwobe achieved the MAI designation
Congratulations to you all on your diligence and perseverance in obtaining these prestigious designations!
What a busy first half of the year we have had! Our leadership team’s emphasis for this year has been on educational offerings and social events. In March, we held a successful Happy Hour at Scofflaw Brewing Co. In April, we held an afternoon seminar, “Current Issues & Misconceptions in Appraisal,” developed and presented by Ted Whitmer, MAI, AI-GRS. The seminar, followed by the Q2 Chapter Business meeting, was held at Top Golf, allowing us to blend an educational offering with a social event.
State of Georgia is a newly created educational offering that was provided in May, and it was a resounding success. Our Chapter partnered with the Savannah Area Chapter to develop this seminar. Presenters included:
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Jerry Konter, Founder and President of Konter Quality Homes and Immediate Past Chairman of the Board for the National Association of Home Builders. Konter provided an update on the single-family residential market.
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Mark McCann, Assistant Dean of Extension, University of Georgia, who provided an update on the agricultural market.
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Lee Beckmann, Manager of Government Affairs, Georgia Ports Authority, who provided an update on the Georgia Ports as well as inland ports.
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Seth Millican, Executive Director of Georgia Transportation Alliance, Georgia Chamber of Commerce. Millican provided a general update on Chamber-related happenings across the state.
We appreciate the Savannah Area Chapter partnering with us to help create such a successful educational offering!
Upcoming Educational Offerings
Over the next few months, we have an all-star lineup of courses and instructors including:
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June 28 - Business Practices & Ethics (our very own Jeff Miller, MAI, AI-GRS)
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July 13 – Historic Preservation (Façade) Easements: Appraisal Techniques and Valuation Issues (Jody Bishop, MAI, SRA, AI-GRS)
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August 3 – The Top 15 Takeaways from Your Colleagues’ Legal Misfortunes (Peter Christensen)
In Person
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July 24-25 – The Appraiser as an Expert Witness: Preparation & Testimony (Steve Roach, MAI, SRA, AI-GRS)
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August 24 – Forest Valuation for Non-Foresters (our very own Morgan Mellette, MAI)
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September 7 – Aerial Inspections for Real Estate Appraisers (our very own Lamar Ellis, MAI, SRA)
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October 30-November 2 – General Site Valuation & Cost Approach (Larry Wright, MAI, SRA, AI-GRS & Jeff Bowling, MAI, SRA, AI-GRS)
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November 9 – Becoming Proficient in Fractional Interest Valuation (Dennis Webb, MAI)
State of Atlanta
Save the Date! This year’s State of Atlanta will be held on Thursday, October 19th at the Cobb Energy & Performing Arts Center. This year’s State of Atlanta team is comprised of:
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Chair - Patrick Adamson, MAI, SRA
- Bo Bass, MAI
- Chris Calhoun, MAI
- Talani Casariego, MAI
- David Griffin, MAI, SRA, AI-GRS
- Ayako Marsh, SRA
- Jeff O’Dell, MAI
- Bennett Sands, MAI
A big THANK YOU to the team for their extensive work in putting together what will be a fantastic event!
Comprehensive Exam Study Session
Our Education Committee and Candidate Guidance Committee have worked diligently to organize a Comprehensive Exam study session. This session will be held July 18, 2023, at the Pritchett, Ball, & Wise Conference Room (2200 Century Parkway, NE, Suite 980, Atlanta, GA 30345). It is scheduled for 3:30 pm - 9:00 pm. Pizza and drinks will be provided. Thank you to our Education Committee (Andy Sheppard, MAI; Jim Vernor, MAI; Chris Calhoun, MAI; Talani Casariego, MAI; and Chris Farrell, MAI) and Candidate Guidance Committee (Matthew Albigese, MAI; Grant Murphy, SRA; and Keith Nelson, MAI) for making this special offering happen! Candidates for the MAI designation may register HERE.
Upcoming Social Events
Fishing Tournament at Piedmont Driving Club
Our Chapter will be hosting a Fishing Tournament on Friday, September 29, 2023, from 12:00-5:00 p.m., with an “awards banquet” following. Be on the lookout for more information about this event soon.
Atlanta Braves Outing
We are currently in the planning phases of this event, which is expected to be held in early September.
Bowling Tournament
We are currently in the planning phases of this event, which is expected to be held in October.
Chapter Representation
Leadership Development Advisory Council (LDAC)
This year’s LDAC was held May 17-19, once again in Washington, D.C., and the Atlanta Area Chapter was extremely well represented. David Griffin, MAI, SRA, AI-GRS; Rick Kenny, MAI, SRA; and Peter Lamas, MAI, as well as Hilary Jones, MAI, AI-GRS, CHIA of the Savannah Area Chapter, provided very solid input throughout the discussion sessions. Further, they had a successful trip lobbying on Capitol Hill meeting with the offices of Representative Barry Loudermilk (11th District), Representative Buddy Carter (1st District), Senator Raphael Warnock, and Senator Jon Ossoff. The primary focus in this year’s lobbying efforts was H.R. 2771 – Portal for Appraisal Licensing Act of 2023, a bipartisan bill which has been introduced into the House with Representative Loudermilk serving as the primary Sponsor.
LDAC side note: Many LDAC attendees and leaders from Appraisal Institute chapters across the country spoke very highly of the Atlanta Area Chapter and all that we have going on! So you should be proud of your Chapter!
As you can see, Suzanne and the rest of our incredible leadership team have worked diligently to follow through on our focus to provide Chapter members quality educational offerings and social events. I look forward to an exciting second half of the year! If you have any questions or ideas, please feel free to reach out to us. Thank you for all that you do in helping make our Chapter one of the leading Appraisal Institute Chapters across the country!
Best regards,
Bo Bass, MAI
2023 Chapter President
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Atlanta Area Chapter Appraisal Institute Q3 Meeting
"The Top 15 Takeaways from Your Colleagues’ Legal Misfortunes"
via Livestream Zoom Videoconference
Thursday, August 3, 2023 (EDT)
9:00 a.m. - 12:00 p.m. – The Top 15 Takeaways from Your Colleagues’ Legal Misfortunes
Instructor: Peter Christensen
1:00 p.m. - 2:00 p.m. - Q3 Chapter Business Meeting
Speaker: Bo Bass, MAI, Chapter President
About the Seminar
Attorney Peter Christensen will offer 15 takeaways and lessons from legal situations and cases involving appraisers. What can appraisers learn from their colleagues’ legal misfortunes?
Here are some of the takeaways offered:
- How does USPAP relate to a professional negligence claim?
- What’s the most important language in an appraisal report – in relation to an appraiser’s potential liability?
- What legal problems have copying and pasting information from Wikipedia into appraisal reports caused appraisers?
- How does the Gramm Leach Bliley Act really apply to appraisers?
Peter Christensen is an attorney whose practice is focused on legal and regulatory issues concerning real estate valuation. He is the author of Risk Management for Real Estate Appraisers and Appraisal Firms, published by the Appraisal Institute in 2019.
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Register for the Seminar HERE.
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Register for the Chapter Meeting HERE.
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Upcoming Quarterly & Annual Meetings Schedule
- Q3 Region IX Committee Mtg. (via zoom), 7/27/23, 10:00 a.m. (EDT)
- Q3 Atlanta Area Chapter Mtg. (via zoom), 8/3/23, 1:00 p.m. (EDT)
- Q3 National BOD Mtg., 8/10-8/11/23, Schaumburg, IL
- Q4 Joint Region Mtg., 10/2/23, Louisville Marriott Downtown, Louisville, KY
- 2023 Chapter Leadership Program, 10/3/23, Louisville Marriott Downtown, Louisville, KY
- Q4 Atlanta Area Chapter Mtg., 10/19/23, Cobb Energy & Performing Arts Center, Atlanta
- Q4 National BOD Mtg., 11/9-11/10/23, Rosemont, IL
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Roy L. Gordon, Jr. & Atlanta Area Chapter AI Education Scholarship
Candidates for Designation and Practicing Affiliates, belong to the Atlanta Area Chapter, are encouraged to apply for an education scholarship. The Chapter will award up to five scholarships of up to $2,000 per scholarship. The deadline for submission is July 17, 2023.
CLICK HERE for scholarship details and the application. Questions may be directed to Sandra McAlister Winter, MAI, AI-GRS, Education Scholarship Chair. The application and all other supporting documents should be sent to Suzanne Brockway at sbrockway@aiatlanta.org.
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23rd Annual
State of Atlanta Conference: "Waiting to Exhale"
October 19, 2023
REAL ESTATE, ECONOMY, AND MORE - IT'S ALL HERE!
Real Estate Appraisers & Professionals, mark your calendars for the biggest real estate event of the year! The State of Atlanta conference is coming to town and it's going to be a blast! On October 19, 2023, we'll be hosting some of Georgia's top real estate and economic specialists at the Cobb Energy & Performing Arts Center, 2800 Cobb Galleria Parkway, Atlanta, GA. Get ready to learn about the latest trends, strategies, and insights in the real estate industry. You don't want to miss this opportunity to gain valuable knowledge and network with industry leaders. More details and registration will be announced soon.
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Thank You to Our State of Atlanta Conference Sponsors! |
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Don't Miss the Chapter
Fishing Tournament
September 29, 2023
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Location
Piedmont Driving Club, Atlanta, GA
Schedule
12:00 p.m. - 5:00 p.m. - Fishing
5:30 p.m. - Awards Banquet
Registration Will Open Soon
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Photo Gallery from Last Chapter Meeting
April 27, 2023, at Topgolf Atlanta Midtown
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Comprehensive Exam Study Session
July 18, 2023
The Chapter Candidate Guidance and Education Committees have scheduled and will facilitate a comprehensive exam study session. We invite all Chapter Candidates for the MAI Designation to join us for this special session. If you know of a general candidate(s) who would be interested in attending, please encourage them to attend. Details are provided below.
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Location: Pritchett Ball & Wise, 2200 Century Pkwy, NE, Suite 980, Atlanta, GA, 30345
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Date: Tuesday, July 18, 2023, 3:30 p.m. – 9:00 p.m.
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Fee: No Charge
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Pizza & Drinks will be provided.
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REGISTER HERE by 7/14/23
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Congratulations!
Meet Our New Designated Member
Taylor Malcolm, MAI
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Taylor G. Malcolm, MAI, is a native of the Atlanta area and a graduate of Mercer University in Macon, Georgia. Mr. Malcolm entered the real estate industry in 2012 as an appraiser at Greg Malcolm and Associates, Inc. in Snellville, Georgia. Mr. Malcolm was a Commercial Real Estate Analyst with Barrow Valuation Group (formerly CVS Atlanta) from 2014 to 2018. In April 2018, Mr. Malcolm rejoined Greg Malcolm and Associates, now located in Greensboro, Georgia. Mr. Malcolm has experience with a wide variety of property types, including commercial, industrial, agricultural, and residential properties. Currently, he focuses on eminent domain, condemnation, and litigation support assignments, but has been involved in the appraisal of properties for lending purposes, feasibility analysis, and asset evaluation. |
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Welcome New AI Professionals!
Practicing Affiliates
Kimberly Collins Beach, Carrollton, GA
Meisha M Bradley, East Point, GA
Deidre L Henley, Newnan, GA
Devon Lee, Dallas, GA
Jeffery A. Perry, II, Atlanta, GA
Carlton Reece, Atlanta, GA
Jason M. Stoutamire, Atlanta, GA
Jessica Valencia, Peachtree City, GA
Student Affiliate
Zykereyes Oreyona Bennett, Athens, GA
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Member Spotlight
Lamar Ellis, MAI, SRA
Employment
President of Drone Education Services and is an approved instructor for the Appraisal Institute. Lamar currently serves as President of the AUVSI (Association for Uncrewed Vehicle Systems International) Georgia Chapter and Vice Chair of the AUVSI Chapter Council. He is also an FAA Safety Team Representative and DronePro for the State of Georgia. He currently travels the country providing education to real estate professionals on safely using drones for aerial inspections.
Duration in the profession
35 years in real estate with an emphasis on valuation.
Hometown/Currently live
Born and continues to live in Atlanta.
Family Members
Wife, Jennifer, and two teenage daughters, Haylee and Katie.
Hobbies
Drones, real estate, fishing, traveling, and adventure.
What is your primary line of appraisal work?
My focus is on aerial inspections and how they can benefit real estate professionals in data acquisition. I provide valuation services, consultation, and aerial inspection services. I also teach classes on types of drones, uses of drones, trends of drones, rules and regulations for drones, and what to do on mission days.
What are the biggest issues facing the appraisal profession?
The appraisal profession is facing several of the same problems that many companies are dealing with today, such as downsizing. Numbers are down due to fewer people entering the appraisal profession.
What do you see as the biggest strengths of the Appraisal Institute?
I think that the reduced number of Appraisal Institute members actually increases the strength of the organization. I have seen more participation in meetings, events, and social gatherings than in a decade. It’s great to see and hear the different ideas, methods, and techniques being shared once again. I am honored to be part of the Atlanta Chapter of the Appraisal Institute.
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Member Spotlight
David Griffin, MAI, SRA, AI-GRS
Employment
Owner and President of Metro Appraisals based in Gainesville, GA, with a satellite office in Moultrie, GA.
Duration in the profession
I began my career at Metro Appraisals upon graduation from the University of Georgia in 2005 and purchased the company in 2013.
Hometown/Currently live
I was born and raised in Hawkinsville, GA, which is in Central Georgia near Perry and Warner Robins but have lived in Gainesville since 2006.
Family Members
I have been married to my wonderful wife, Maggie, since 2009, and we have three boys: Henry, Samuel, and John Reese.
Hobbies
I enjoy spending time with my family, traveling, grilling with Meat Head Charcoal, and recreating in the mountains of North Georgia and North Carolina.
What is your primary line of appraisal work?
Our company provides both residential and commercial valuation services. We appraise residential properties throughout Metro Atlanta and North Georgia. We appraise all commercial property types throughout Georgia and contiguous states.
What are the biggest issues facing the appraisal profession?
In my opinion, finding new people to come into the industry and getting them properly trained has always been an issue and seems to be getting more difficult. Not many young professionals even know about our profession, much less understand what we do. Getting more exposure and spotlighting the positives of our profession needs to continue to be a focal point.
What do you see as the biggest strengths of the Appraisal Institute?
The networking and annual education events that are afforded via the Appraisal Institute and our local chapter is by far the biggest strength in my opinion. We are continuing to adapt our yearly education offerings via Zoom and in person, and I am grateful for our local leadership helping to keep us all current.
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Practical Applications of Real Estate Appraisal Mentor Program
Create the future of residential appraising! Become a mentor to participants enrolled in the Appraisal Institute Practical Applications of Real Estate Appraisal (AI PAREA) on a contract basis.
Providing an alternative to the traditional supervisor and trainee model for experience for licensed residential and certified residential appraisers, AI PAREA is an online program covering appraisal theory and methodology in real-world simulations, with mentoring from expert appraisers like you!
Mentors benefit from the AI PAREA program, too. Mentors gain a multitude of personal development benefits including:
- Advancing the profession and paying it forward through this legacy program.
- Exposure to new and different perspectives.
- Leadership skills.
- Communication and feedback skills.
- Network growth.
- Increased self-awareness.
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Chapter Election Report
On April 27, 2023, the Atlanta Area Chapter held the 2nd Quarter Chapter Meeting, in-person at Topgolf Atlanta Midtown. During this meeting, the following AI Professionals were elected to 2024 Atlanta Area Chapter Appraisal Institute leadership positions. Their contact information may be found on the Appraisal Institute's "Find an Appraiser" directory.
Congratulations!
2024 Officers
Michael L. Hunter, MAI - President
Rick Kenny, MAI, SRA - Vice President
Peter Lamas, MAI - Secretary
Talani Casariego, MAI - Treasurer
2024-2026 Director
Robert R. Mancini, MAI
2024-2025 Chapter Regional Representatives
Dori Bower, MAI
Keith Nelson, MAI
Christopher N. Calhoun, MAI
2024 Alternate Chapter Regional Representatives
Michael J. Brady, MAI, SRA, AI-GRS
Thomas Bass (Practicing Affiliate)
Jarrett Schleyer, MAI
Matthew Rahn, MAI
Bradley M. Smith, MAI
Carolyn Sawyer, MAI
Ashley Jernigan, MAI, AI-GRS
James G. Griffin, MAI, SRA
Andrea Deeds, SRA
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45-Day Notice of Proposed Amendments to
AI Bylaws and Regulations
At its August 9-11, 2023 meeting in Schaumburg, Illinois, the Appraisal Institute Board of Directors will consider proposed amendments to the Appraisal Institute Bylaws and Regulation Nos. 2, 3, 4 and 10.
The proposed amendments are expected to have minimal financial impact.
If you have any comments on the proposed changes in the 45-Day Notice, please contact your elected Directors and/or send your comments via email to 45daynotice@appraisalinstitute.org.
Comments sent to this email address on or before August 4, 2023, will be compiled for distribution to the Board of Directors and the Admissions and Designation Qualifications Committee (ADQC).
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Designated Members Called to
Volunteer for AI National Service
If you are interested in further serving the Appraisal Institute at the national level in 2024, please complete the Leadership Resource Registry no later than 5 p.m. CDT, Aug. 2. To be considered for national committees, panels, the Appraisal Institute Insurance Trust or the Appraisal Institute Education & Relief Foundation, if eligible, you must express your interests within the Registry. To access the Registry, log on to the AI website and click on the link: https://www.appraisalinstitute.org/about/ai-volunteer-opportunities/.
Even if you submitted your interests last year in the Registry, and there are no changes to your preferences, you will need to log back into the Registry.
We thank you in advance for indicating your preferences in the Registry. We look forward to a strong response, which will help to broaden the base of participation in the organization and serve as a source of new ideas and growth.
If you have questions, or need assistance completing the Registry, please contact Rachael Georges at rgeorges@appraisalinstitute.org.
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General Demonstration Report - Capstone Program
Synchronous or Classroom Designation Education
The General Demonstration Report – Capstone Program is an additional option Candidates may choose to complete their demonstration of knowledge requirement for MAI Designated membership. Like the traditional demonstration appraisal report option, the same skills and knowledge base are required to produce a complete demonstration appraisal report. However, this program was designed to offer an option that accelerates the completion of the report. Instead of selecting and compiling data on a property, participants are provided with a subject property and data to analyze and then write the report in a limited time span of approximately two months.
The next registration deadlines for the synchronous offerings are: 7/27/23 and 9/7/23. The registration deadline for the Nashville, TN, offering is 9/7/23. Details and registration information are available HERE.
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New! Real Estate Analyst Professional Development Program
The Real Estate Analyst Professional Development Program consists of the three courses below. Participants who have successfully completed the three courses and passed the examinations can opt in to have their names listed on the Real Estate Analyst Professional Development Program Registry. LEARN MORE HERE.
- Advanced Market Analysis & Highest and Best Use
- Quantitative Analysis
- Advanced Income Capitalization
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Appraisal Institute Insurance Trust (AIIT) |
The Appraisal Institute offers insurance programs exclusively to AI Professionals (Members/Candidates/Practicing Affiliates/Affiliates) and their families. Read all about it HERE.
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Appraisal Institute Education & Relief Foundation (AIERF) Scholarship Opportunities |
AIERF offers numerous scholarships for AI Candidates for Designation as well as undergraduate and graduate students who are pursuing degrees in the real estate field, on a quarterly basis. The next deadline is July 1, 2023. Learn More Here.
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Participation from all AI Professionals is vital to the Atlanta Area Chapter AI and plays a critical role in the advancement of our organization and the profession.
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Visit the Atlanta Area Chapter's website for employment opportunities and data sharing requests.
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2023 Atlanta Area Chapter Leadership
Officers
Hugh "Bo" Bass, Jr., MAI, - President
Mike Hunter, MAI - Vice President
Rick Kenny, MAI, SRA - Secretary
Peter Lamas, MAI - Treasurer
Directors
Patrick Adamson, MAI, SRA
Immediate Past President (Ex Officio)
George Petkovich, MAI (Ex Officio)
Dori Bower, MAI, (Ex Officio)
David Griffin, MAI, SRA, AI-GRS
Robert Mancini, MAI
Marie Ikizler, MAI
Christina Thoreson, MAI, SRA, AI-GRS
Adam Trammell, MAI, AI-GRS
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2023 Regional Representatives
Mike Hunter, MAI
Matthew Albigese, MAI
Peter Lamas, MAI
Greg Malcolm, MAI
Matthew Smith, MAI
Sandra Winter, MAI, AI-GRS
2023 Alternate Regional Representatives
Michael J. Brady, MAI, SRA, AI-GRS
Jarrett Schleyer, MAI
Ashley Jernigan, MAI, AI-GRS
Carolyn Sawyer, MAI
Ryan Kiefaber, MAI
James Griffin, MAI, SRA
Andrea Deeds, SRA
Tamika Whitted, SRA
Keith Nelson, MAI
Alonzo "AJ" Bryant, Jr.
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Top-notch Appraisal Institute courses and seminars come straight to your desktop with online education! Learn from any computer anywhere, whenever you have time. It’s easy, convenient and a great way to get the education you want. Check out the current course listing now!
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