This two-day course introduces the basic concepts and strategies needed to engage in litigation valuation. It explores the scope of activities appraisers can expect in a legal action, including assessing the status of a case, developing a USPAP-compliant appraisal without preparing a written report, and understanding legal terminology and jargon. The course addresses how litigation assignments differ from lender assignments and how to market appraisal services to litigation clients. Participants work in small groups to practice effective deposition and direct testimony techniques. A mock trial with a residential case study gives them the opportunity to experience a realistic courtroom environment in which to polish their skills.

CE Credit: NC Appraisal Board Approved for 15 Hours (Course & Exam)

*Students seeking CE credit for this course from a state other than North Carolina are responsible for confirming with that state’s licensing board that this course will be accepted. The North Carolina Chapter recommends students check before registering*

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About the Instructor: Stephen D. Roach, MAI, SRA, AI-GRS 

Stephen D. Roach, MAI, SRA, AI-GRS has been an appraiser in the San Diego area for over 35 years, and has been a co-owner of Jones, Roach & Caringella, Inc. since 1986. His appraisal assignments have included numerous income-producing properties, partial acquisitions, and other significant and complex assignments. He has appraised a wide variety of property types from individual homes to regional shopping centers and master-planned communities. His current work focuses on difficult and complex valuation and consulting assignments, along with litigation support. Mr. Roach has extensive deposition and trial testimony experience. In addition, Mr. Roach has extensive experience appraising undivided and divided fractional interests, including general and limited partnership interests, family limited partnership interests, and LLC interests. He holds a Bachelor of Science degree in Real Estate from San Diego State University, the MAI and SRA designations from the Appraisal Institute, and is a Certified General Real Estate Appraiser in California and Nevada. Mr. Roach currently serves the Appraisal Institute as a member of the Strategic Planning committee and as a member of the General Comprehensive Examination Panel. He formerly served as the Chair of the International Relations Committee, as a member and the Vice Chair of the National Education Committee, and as a member and the Chair of the Curriculum Subcommittee. He is a member and former San Diego Chapter Board Member of the International Right of Way Association, a member of Lamda Alpha International (Honorary Society for the Advancement of Land Economics), and a Principal Member of the Real Estate Counseling Group of America. He has extensive teaching and curriculum development and oversight experience for the Appraisal Institute and other organizations, having participated in editing multiple editions of The Appraisal of Real Estate, The Dictionary of Real Estate Appraisal, and over 30 courses and seminars. He has taught over 200 appraisal courses and seminars throughout the United States, and in South Korea, China, Japan, and Taiwan. Mr. Roach has served as a visiting professor of appraisal theory and practice at the International Center for Land Policy Studies and Training in Taoyuan, Taiwan since 2004