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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 Scott Reuter, 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 25, 2025 | Commercial Track
| 8:00 AM - 8:10 AM |
Welcome
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| 8:10 AM - 9:00 AM |
Education Session
Economic Forecast
Presented by Brian Bailey, Federal Reserve of Atlanta
The commercial real estate (CRE) industry continues to be impacted by the changing rate environment, which has created issues with asset valuations. This session will address some of the conditions that are impacting the industry and explore the challenges moving forward. |
| 9:00 AM - 10:00 AM |
Education Session
Eminent Domain Appraising
Presented by Laura Gourlay, AccuAppraisal of NC LLC
This session will begin with an overview of the various types of eminent domain entities and the reasons appraisals are required in these cases. It will cover the fundamentals of before-and-after valuation and explain the significance of both value components. The discussion will also address different types of takings, including full right-of-way acquisitions and various easement scenarios. The session will conclude with an extended Q&A segment, offering newer appraisers an opportunity to ask foundational questions while also creating space for more experienced professionals to engage in deeper discussion. |
| 10:00 AM - 11:00 AM |
Education Session
ASB Function
Presented by AJ Hutson, Colliers Valuation
Mrs. Hutson will present on a range of topics to include Quality Assurance and Review Best Practices along with insights from her service in various national and international valuation service boards. Pending approval from The Appraisal Foundation, Mrs. Hutson will share insights on how the ASB functions and how appraisers can offer contributions to the work of the ASB. |
| 11:00 AM - 12:00 PM |
Education Session
MF Market Trends
Presented by Nick Leverett, CoStar
Nick will provide an update on North Carolina’s multifamily market. He will discuss multifamily supply, demand, vacancy, rent trends, and capital markets within the state and its major markets. The presentation will include historical data as well as forecasts and will also include a brief discussion of the state’s economy. |
| 12:00 PM - 1:00 PM |
Lunch |
| 1:00 PM - 2:00 PM |
Education Session
Micro and Macro CRE Markets for Retail & Industrial
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. |
| 2:00 PM - 3:00 PM |
Education Session
Investment Grade Property
Presented by Ryan Clutter, JLL
The 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 statewide and regional trends, leasing and sales activity, supply/demand, concessions, vacancy, tenant improvement allowances, cap rates (going in and going out), and investor motives. |
| 3:00 PM - 4:00 PM |
Education Session
Artificial Intelligence
Presented by Justin Gohn, Appraisal Institute, Philadelphia Metro Chapter; and 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 Caolina Market as an example for the demonstrations, including a 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. |
| 4:00 PM - 5:00 PM |
Education Session
Tax Appeal
Presented by Sharon DiPaolo, Siegel Jennings Co.
Session description coming soon. |
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