Self Study Workshops

TEAM Consulting also offers many of the workshop materials in a self-study program, for those who wish to do the workshops at their own pace. The entire workshop, including the study program, examination and examination answers, is available in pdf format. You can complete and return your order form with payment by mail, or pay online and the workshop materials will be emailed to you. 

AAS Designation Case Study Review

 The purpose of this workshop is to provide a review of materials and an understanding of the composition of a case study to help prepare for the AAS Case Study Exam. This is a guide emphasizing the most prevalent items to study for but cannot be all inclusive of what may actually be on the exam. Topics discussed are: USPAP, rates and levies, effective tax rates, economic principles, property definitions, ownerships and rights, three approaches to value, attributes in an effective tax system, role of the assessor, ratio studies and tax policy. Within the material will be multiple problems associated with the assessment and valuation processes and the workshop will conclude with a four-hour case study exam followed by a review of the answers.

2 1/2 Day

Valuation of Commercial Properties in a Declining Market

This workshop will concentrate on recognizing the state of the market and changes that have occurred, with an emphasis on data analysis and interpretation. How to properly address these market condition changes in the Cost, Sales Comparison, and Income Approach will be discussed. When real estate markets are making dramatic shifts up or down, it is important to continue monitoring the conditions and appropriately adjust in real time.
The material includes data on the changing economic conditions through 2020 and current trends that are impacting different commercial real estate uses, such as retail, office, industrial, apartments, hotels, mini-storage, mobile home parks and senior housing. The workshop offers suggestions on proper documentation and handling public relations during turbulent times.

2-Day (New 2020)

How to be a Better Manager

This one and one-half day workshop has the same topics as the one-day version but includes four case study programs for small group interaction and then classroom discussion. The workshop is designed to help participants become a better manager—or if just starting in the manager position, to provide guidelines and suggestions on how to be successful. Topics covered include planning and organizing, budgeting, personnel and communication issues, dealing with difficult people, dealing with legislators, consensus building and stress management. This is an interactive workshop that allows and encourages actual situations from the instructor and the student. Various forms and examples are provided to help the participant develop a procedure manual for the assessment office.

1 1/2 Day (New 2019)

How to be a Better Manager

This one-day workshop is designed to help participants become a better manager—or if just starting in the manager position, to provide guidelines and suggestions on how to be successful. Topics covered include planning and organizing, budgeting, personnel and communication issues, dealing with difficult people, dealing with legislators, consensus building and stress management. This is an interactive workshop that allows and encourages actual situations from the instructor and the student. Various forms and examples are provided to help the participant develop a procedure manual for the assessment office.

1 Day

Reconstructing Income & Expense Statements

Purpose of this workshop is to provide some guidance and suggestions on the process of developing an effective income and expense form, review of the income approach, establishing operating expense ratios as part of the review process and analyzing income and expense statements for allowable and non-allowable expenses. Topics discussed include: USPAP review, income approach definition and formulas, forms and methods for data gathering and additional sources, templates for storing and using data, review of reconstructing income and expense statements and data analysis and interpretation.

1 or 2 Day (Revised 2014)

Valuation of Mobile Home Parks Workshop

This one-day workshop is designed to provide historical and current data to assist in the valuation of manufactured home parks. The purpose of the workshop is to provide guidance and suggestions on the process of data analysis and valuation of manufactured home parks or communities. Information from various sources and areas of the United States are used to help establish processes and procedures. Some of the sources include links to the FannieMae database to find properties in your jursidication that have FannieMae loans and some appraisal information associated with the loan. Additional updated expense ratios and forms for collecting property characteristics for valuation purposes. All three approaches to value will be discussed and examples given.

1 Day (Revised 2014)

Valuation of Manufactured Homes Workshop

This one-day workshop is designed to provide historical and current data to assist in the evaluation of Manufactured Homes. Topics for this session include history, trends, how to distinguish between manufactured homes, modular homes, panelized homes and pre-cut or kit homes, financing and Internet sources for research and information. All three approaches to value will be discussed and examples given. Considerable time will be spent on developing replacement cost new from the marketplace, comparing to cost manuals and calculating indexes. Depreciation and gross rent multipliers will be extracted from actual market data. Actual sales will be used to compare to cost manual value estimates and the workshop will conclude with two sections on questions and answers from assessors/appraisers and potential owners of manufactured homes.

1 Day (Revised 2019)

Valuation of Residential Land

This one-day workshop will provide some guidance and suggestions on the process of valuing vacant residential land. Information from various areas of the U.S. will be used to help establish some processes and determination of various influence factors. EXCEL spreadsheets will be used to help build a database of sales and use in calculating influence factors. Topics to be covered are: USPAP review, general land information, site analysis, land valuation methods, land influence factors, calculating adjustments, modified cost of development method, supporting documentation and recent land value article.

1 Day (Revised 2016)

Low-End Residential Properties

The purpose of this workshop is to provide assistance in the valuation of low-end and difficult residential properties that often create valuation issues. It is not unusual that these types of properties when sold have a sales ratio considerably higher than 1.00 and a very regressive PRD (Price-Related Differential). Discussion and data will center on lower valued residential properties and income and value associated with rental properties. The workshop will conclude with definitions and value issues on manufactured homes, modular homes and odd and unusual homes.

1-Day (Revised 2017)

Valuation of High-End & Difficult Homes Workshop

Purpose of this workshop is to provide some guidance and suggestions on the process of data collection and analysis of high-end and difficult residential properties. Information from various areas of the U.S. will be used to help establish some processes and procedures. Images and property characteristics of sales and listed properties will be used. Topics discussed include: USPAP review, general information, cost approach, sales comparison approach, income approach, non-value analysis and articles of interest.

1 Day (Revised 2017)

Valuation of Green Residential Buildings Workshop Overview

Purpose of this workshop is to provide some guidance and suggestions on the process of analysis and valuation of green residential buildings. Information from various areas of the U.S. will be used to help establish some processes and procedures. Images and property characteristics of sold properties will be used.

1 Day (Revised 2019)

Valuation of Fast Food Restaurants Workshop

This workshop takes a look at Fast Food properties, also known as Quick Service Restaurants (QSRs), in the restaurant industry. Current trends in QSRs will be reviewed, as well as real-world case studies that address first-generation vs. second-generation users, build-to-suit, credit tenant/long-term lease, and property rights valuation issues. Workshop material addresses USPAP, highest and best use, as well as the cost, sales comparison, and the income approaches.

1 Day (Revised 2020)

Valuation of Big Box Workshop

The purpose of this workshop is to provide guidance and suggestions on the valuation process of big box properties. Information from actual appraisals of big box properties will be utilized to help illustrate some processes and procedures. Topics discussed include: USPA preview, general information, market value versus value in use, highest and best use analysis, land valuation, the cost approach, the sales comparison approach and the income approach.

1 Day (Revised 2017)

Preparation & Presenting a Valuation Appeal Workshop

Purpose of this workshop is to provide guidance and suggestions on the preparation and presentation of a valuation appeal from an assessor/appraiser perspective. The workshop will look at all levels of appeals including informal level, secondary level also referred to as formal level appeals (boards of equalization and state tax courts) and judicial appeals (district courts and court of appeals). Information from actual residential and commercial appeal documentation will be used to help illustrate some processes and procedures.
Topics discussed: USPAP review, general information, and the appeal process, appeal preparation, presentation of appeals, residential valuation report, sample template and commercial valuation report.

1 Day (Revised 2016)

Valuation of Historic Properties

The purpose of this workshop is to provide some guidance and suggestions on process of data collection and analysis of historic properties. Information from various sources and areas of the United States will be used to help establish some processes and procedures to determine if the market reacts differently to historic versus non-historic properties.
Topics discussed are: USPAP, background information on National Register of Historic Places, definitions and designation as an historic place, websites and data sources, highest and best use analysis, review of economic principles and the three approaches to value.

1 Day (Revised 2020)