2017 ASA Annual Holiday Party


Join our local ASA members and their guests for an evening to re-member aboard the Amadeus, a 115-foot mega-yacht. You will enjoy great food, drinks, and fellowship as we tour the San Diego Bay. Best of all, we will have spectacular views of the 46th Annual San Diego Bay Parade of Lights.

– Sunday, December 10, 2017
– 4:00 pm Begin Boarding
– 4:30 pm Depart the Marina
– 5:30 pm Parade of Lights Begins (approx.)
– 7:00 pm Parade of Lights Ends (approx.)
– 8:00 pm Return to Marina
– 9:00 pm Conclusion

Cabrillo Isle Marina
1450 Harbor Island Drive
San Diego, CA 92101
(located behind the Sheraton near the airport)

Parking is available for an additional fee at:
Sheraton Hotel
1380 Harbor Island Drive
San Diego, CA 92101

– $45 per person
– Includes hors d’oeuvres and drinks

Guided La Jolla Mural Tour

Wednesday June, 14th, 2017
Tour begins at 5:00 pm; refreshments at 6:30


Tour begins at Athenaeum Art and Music Library
at 1008 Wall St. in La Jolla
Eats: The Public House at 830 Kline St, La Jolla, CA


Join ASA -SD chapter art enthusiasts for a walking tour of the Murals of La Jolla led by project curator Lynda Forsha. The Murals of La Jolla was conceived in 2010 as a means to enhance the civic character of the community by commissioning public art projects on private property throughout La Jolla. It is a project of the Athenaeum initiated by the La Jolla Community Foundation.

An Art Advisory Committee composed of the heads of the major visual arts organizations in La Jolla commissions artists to propose the intervention of an image on specific walls on privately owned buildings. The first two artworks by Roy McMakin and Kim MacConnel were painted directly on their sites. Subsequent artworks have been printed on vinyl and installed on billboard-like structures. Each work is on view for a minimum of two years and has been generously funded by private donations.

The tour will be approximately 75 minutes long. Immediately after we will gather at the Public House in La Jolla for drinks and light refreshments.



$20/person includes 2 drink tickets and food

Associating With Appraisers And Attorneys Seminar

Thursday, March 2, 2017
8:00 am – 1:30 pm


Marina Village Conference Center
Bayview Room
1936 Quivira Way
San Diego, CA 92109



Three local appraisers, Cheryl Kessler, ASA, CFA, MBA who is a business appraiser, Robert Caringella, MAI, SRA, AI-GRS who is a real estate appraiser, and Richard Crockett who is a machinery and equipment (M&E) appraiser will discuss their assignments involving other appraisal disciplines. Topics will include what information each appraiser needs, when certain disciplines are called upon for different assignments, and best practices when working together.


Rodney J. Hatley, Esq. LLM, who is a local trust and estates attorney will discuss working with appraisers to value their client’s assets. He will focus on regulations and rules the appraiser needs to know, pitfalls to avoid, and current trends (such as Section 2704).


Victor Sahn, Esq. and Eric Goldberg, Esq. who are bankruptcy attorneys and Robert Dietrich, MAI, CRE, CCIM, MRICS who is an appraiser, will discuss their practice and how appraisers are involved. Topics will include the players in bankruptcy, the types of bankruptcies (and which ones matter to appraisers), and the process as it relates to valuation. Like the previous panels, the panel will also discuss pitfalls to avoid as well as other experiences.


Two family law attorneys, Lionel P. Hernholm, Jr., Esq. and David M. Zachry, Esq. will discuss their practice and using appraisers to value assets involved in a divorce. Similar to the other panels, the attorney will discuss rules and regulations to know, advice for appraisers for working in the family law sector, and pitfalls to avoid.


Lunch speaker Jacob D. Schwarz, who is a local developer, will discuss current projects in San Diego. He will relate this to the legal process in gaining approvals for projects and actually developing the project. He will also discuss their projects as it pertains to valuation.


Eric Schneider, MAI, SRA, ASA; Cheryl Kessler, ASA, CFA, MBA; and Justin Glasser, MAI, ASA, MRICS


The San Diego Chapter of the Appraisal Institute will also hold its quarterly general Chapter meeting at Marina Village on March 2, 2017. The lunch speaker (Jacob Schwarz) is part of the seminar, and seminar attendees must attend the lunch meeting in order to receive continuing education credit. The cost of the lunch (a buffet) is included in the seminar fee.


Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The San Diego Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time.


It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation.


This program was developed and organized by the San Diego Chapter of the Appraisal Institute and the San Diego Chapter of the American Society of Appraisers with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the program. Attendees are eligible to receive twenty (20) points of Appraisal Institute continuing education credit. This seminar is also approved for four hours of ASA continuing education credit and four hours of BREA continuing education credit.


Up to 15 days prior to program start date, a $25.00 cancellation fee will be applied to all requests for cancellation. Between two and 14 days prior to program start date, a $45.00 cancellation fee will be applied to all requests for cancellation. Less than two days prior to program start date, no refunds will be given.


ATTENDANCE: The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows AQB minimum criteria requirements.


SEMINAR FEE (on or before 2/15/17):
Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates, and Affiliates and Members of the American Society of Appraisers $129 / All others $179

Seminar fees will increase $50 on February 16, 2017, and includes lunch.

2016 ASA Annual Holiday Party


Join local ASA members and their guests for good food and fun at the Bali Hai restaurant on Shelter Island. Tours of a luxury yacht will also be provided, with a prize to the participant who can come closest to the appraised value of the yacht!

– Wednesday, November 2, 2016
– 5:00 pm Happy Hour
– 5:30 pm Yacht Tours
– 6:30 pm Dinner
– 8:30 pm Conclusion

– Bali Hai Restaurant
– 2230 Shelter Island Drive
– San Diego, CA 92106
– www.balihairestaurant.com

– $45 per person
– (separate cash bar available)

Cybersecurity for Appraisers: Protecting Your Client’s Data

Twilla Case (Epiq Systems) and Joe Leventhal (Dinsmore & Shohl LLP)

Wednesday, October 5, 2016
4:00 pm – 6:00 pm

While cyberattacks on political parties and corporations are frequently in the news, less publicized are attacks targeting professional services firms, such as law firms or perhaps your appraisal firm. You cannot predict such an attack, but you can have a defensible course of action in place should a breach occur, remediating potentially disastrous consequences. The speed in which you know who to call, where the incident occurred, which system was breached, what data was stored where, and how many systems were affected, has the potential to make or break your business.

In this seminar, we will focus on knowing where your data is stored and how to provide a level of care that aligns with the business needs and the regulatory environment in which you operate. This session will give consideration to your obligations under the Uniform Standards of Professional Appraisal Practice and, in particular, protecting both your own internal information and your client’s confidential information. We will look beyond the obvious commercial risks associated with owning and maintaining sensitive data and help bring defensible insight into knowing where your information assets are stored.

Cushman & Wakefield
La Jolla Commons
4747 Executive Drive
San Diego, 92121

Room is on first floor off of lobby
Parking available in La Jolla Commons garage (fee may be required)

ASA CE Credit: 2 hours requested, awaiting approval from ASA

Cost: $10

About the Speakers:

Twilla Case
is a Director of Global Legal Solutions for Epiq Systems with a focus on Information Governance, Data Breach Response and eDiscovery. An experienced Information Governance and eDiscovery professional assisting corporations, law firms, and Legal IT with actionable and defensible response plans to mitigate business interruption and costs associated with investigations, litigations and data breach.

Joe Leventhal
is the Managing Partner of Dinsmore in San Diego where he is leading the firm’s efforts to grow its practice and presence throughout California. He is also a member of the firm’s Litigation Department focusing on representing clients of all sizes, from Fortune 250 companies to individuals at the highest levels of corporate America and the U.S. government.

Joe has successfully represented high-profile companies in a variety of complex commercial litigation and legal matters. His practice spans many areas of business litigation and litigation avoidance, including the defense of class actions, patent litigation, complex contract matters, and white collar defense. In addition, he has extensive experience managing electronically stored information in the context of litigation, speaking often on the topic.

Previously, he served as an attorney in the White House. In his role as Deputy Assistant to the Vice President, his responsibilities included functioning as the final substantive control point before information reached the Vice President, managing complex policy and political issues, and representing the Vice President’s interests on all policy matters within the Administration. In this capacity, Joe had TS/SCI clearances and handled countless classified documents related to foreign and national security policy.

7-Hour USPAP Live Online Update Course

This 7-Hour USPAP Update Course is taught by Bill Novotny, an Appraiser Qualifications Board (AQB) certified USPAP course instructor. This update course is designed for the personal property appraiser who, as a prerequisite, has kept current with the biennial USPAP updates or has taken the 15-HR National USPAP Course during the previous two-year cycle.

This course is taught live by an AQB-certified instructor and makes use official materials from The Appraisal Foundation (TAF) including TAF’s Student Manual and Student Answers. This course conforms to all TAF course requirements, is the same course as taught by other AQB-certified instructors and, as such, satisfies USPAP Update Course requirements for all personal property appraisers regardless of societal affiliation. Check with your society to ensure that they will accept this live webinar USPAP update course offering as satisfying their course requirements.

July 16, 2016 (11AM to 7:00 PM EST – Break 3:30-4:30PM EST)
July 20 and 21, 2016 (both days 5:00 to 8:30 PM EST)
July 24, 2016 (11AM to 7:00 PM EST – Break 3:30-4:30PM EST)
Aug 6, 2016 (11AM to 7:00 PM EST – Break 3:30-4:30PM EST)
Aug 7, 2016 (11AM to 7:00 PM EST – Break 3:30-4:30PM EST)
Aug 18 and 19, 2016 (both days 3:30PM to 7:00 PM EST)

Mr. Novotny is a highly-experienced generalist personal property appraiser. In 2002 he became the first personal property appraiser to be certified by the AQB, and he has remained certified ever since. He has repeatedly taught the 7-Hour USPAP Update Course as well as the 15-Hour National USPAP Course throughout the country for the ISA, ASA, PAAQT and other personal property oriented organizations such as The College for Appraisers.

ASA Annual IAC/BV Joint Conference

ASA International Appraisers Conference (IAC)
ASA Advanced Business Valuation Conference (BVC)

September 11-14, 2016

Boca Raton Resort & Club in Boca Raton, FL

JUL  22 – Early Conference Registration (save $200)
AUG 01 – Hotel Reservation (save $75+/night)


  • IAC and BVC registrations can be made online or by calling 800.272.8258 or +1.703.478.2228.
  • Boca Raton Resort & Club reservations can be made online or by calling 888.543.1224 or +1.561.447.3000 – mention “ASA” for the discount.