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Schedule of Events
September 23, 2025 | Residential Track
| 9:00 AM - 9:10 AM |
Welcome and Introductions
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| 9:10 AM - 10:00 AM |
Education Session New Appraisal Forms: Rationale & Current Freddie Mac Presented by Sean Murphy, Freddie Mac This session will provide an in-depth overview of the latest updates to Freddie Mac’s appraisal forms, highlighting the rationale behind these changes and their broader implications for the appraisal and mortgage industries. Attendees will gain a clear understanding of the key modifications introduced in the new forms, including updated data fields, structural changes, and enhanced standardization. The session will also outline the specific compliance requirements associated with each new form element, equipping appraisers with the knowledge needed to remain aligned with evolving regulatory expectations. Additionally, the discussion will cover Freddie Mac’s current initiatives and how these changes are impacting market practices, offering attendees valuable insight into future trends and operational adjustments. |
| 10:00 AM - 11:00 AM |
Education Session Tax Appeals: Strategies & Best Practices Presented by Miles Hamrick This presentation includes information not typically used by the appraiser in their daily practice. We will discuss the history of the North Carolina Machinery Act, of which the “rules” are based for reevaluations in North Carolina, and specific “scope of work” items missed by many appraisers when performing assignments for property tax appeals. This overview will provide the attendees with a basic outline of information and resources to assist them in completing this type of assignment. |
| 11:00 AM - 12:00 PM |
Education Session NC Market Trends and Workforce Housing Presented by Sandra McAlister, Capital One This session will explore current residential market trends across key regions in North Carolina, with a focused lens on workforce housing. Participants will evaluate the latest data and regional dynamics influencing housing demand, pricing, and development. The session will also examine the primary drivers and challenges affecting the availability and affordability of workforce housing, including demographic shifts, labor trends, and zoning constraints. Attendees will learn how to effectively incorporate relevant market data into appraisal reports specific to workforce housing, ensuring accuracy and contextual relevance in valuation work. |
| 12:00 PM - 1:00 PM |
Education Session New Appraisal Forms: Implementation & Common Pitfalls Presented by Matt Johnson, SRREP In this presentation, Matt Johnson, Communications Director at North Carolina-based software provider SFREP, will break down the why and what behind the new UAD 3.6 dynamic report. He will also demonstrate its functionality in Appraise-It Pro, SFREP’s flagship software suite, providing real estate appraisers with valuable insights into its practical application. |
September 24, 2026 | Commercial Track
| 8:00 AM - 8:30 AM |
Welcome
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| 8:30 AM - 9:20 AM |
Education Session Economic Forecast Presented by Brian Bailey, Global Head of Research at Trimont
The CRE industry is continually impacted by the interest rate environment, which has created difficulties with asset valuations. This session will address some of the conditions that are impacting the industry and explore challenges and expectations moving forward.
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| 9:20 AM - 10:10 AM |
Education Session Artificial Intelligence Presented by Justin Gohn, Gohn & Company; Chandra Mast, Red Rose Appraisals
This session equips appraisers with a practical roadmap for integrating artificial intelligence into everyday valuation work. It begins by showing how to spot and mitigate bias in model outputs and prompts, then walks through an adoption framework – use-case triage, data readiness, skill building, and tech selection – before live-demoing leading tools such as ChatGPT (Canvas, Tasks, CustomGPTs), Claude, Gemini, and Perplexity. We will use the local North Carolina market time adjustment analysis. Real-world prompts illustrate how retrieval-augmented ChatGPT can automate exploratory data analysis, generate visualizations, and tighten narrative reports, giving attendees tactics they can deploy as soon as they get back to the office.
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| 10:10 AM - 11:00 AM |
Education Session Industrial & Retail Market Trends Presented by Chuck McShane, CoStar
Learn insights into the state of the market for North Carolina including sales, rents, demand, absorption, vacancy, financing, and trends. This session highlights micro and macro trends in the retail and industrial sectors of the valuation industry and will teach attendees how the economy is impacting these assets.
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| 11:00 AM - 12:00 PM |
Education Session Litigation Presented by Kelli Mayhew, Mayhew Group
Kelli’s presentation will aid real estate appraisers in navigating the legal complexities of the profession. It will discuss practices including client relationship management, contract structuring, risk mitigation, and file legalities. Attendees will also learn how recent court rulings impact their day-to-day practice and how to protect themselves in the event of a subpoena.
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| 12:00 PM - 1:00 PM |
Lunch |
| 1:00 PM - 1:50 PM |
Education Session Data Centers Presented by Chris Fudacz, BBG Inc., National Data Center Practice Leader Learn insights into the state of the market for North Carolina including sales, rents, demand, absorption, vacancy, financing, and trends. This session highlights micro and macro trends in the retail and industrial sectors of the valuation industry and will teach attendees how the economy is impacting these assets. |
| 1:50 PM - 3:00 PM |
Education Session Regional & State Self-Storage Market Trends Presented by Steve Johnson and Melissa Zevallos, Newmark Valuation & Advisory
This session will explore recent trends in the self-storage market. Since self-storage facilities transact primarily based on cash flow, topics covered will include trends in rent, occupancy, ancillary income, expenses, investment rates of return. This session will cover items which impact cash flow such as inventory trends, interest rates, transaction volume, development costs, absorption.
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| 2:40 PM - 3:30 PM |
Education Session Office Market Trends Presented by Ryan Clutter, JLL
This presentation will provide a comprehensive understanding of the macro trends shaping the office market. Attendees will gain insights to navigate this evolving landscape and learn both statewide and regional trends, leasing and sales activities, supply/demand, concessions, vacancy, tenant improvement allowances, cap rates (both going in and terminal), and investor motives.
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| 3:30 - 4:20 PM |
Education Session MF Market Trends Nick Leverett, CoStar
This session will provide an update on North Carolina’s MF market, as well as brief discussion on regional markets. Topics will include supply, demand, vacancies, rent trends, and capital markets throughout NC. The presentation will include historical data as well as forecasts.
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