Charleston Schedule - Valuation Expo

Sunday, March 18, 2018

12:00 pm – 5:00 pm

Registration Open

1:00 pm – 5:00 pm

CRN Committee Meetings
Member’s Only Meeting (closed to media).

Monday, March 19, 2018

7:00 am – 6:30 pm

Registration Open

9:00 am – 4:00 pm

Collateral Risk Network Meeting
Member’s Only Meeting (closed to media)

4:00 pm – 6:30 pm

Trade Show Opening Reception

Tuesday, March 20, 2018

7:00 am – 6:30 pm

Registration Open

8:00 am – 6:30 pm

Trade Show

8:30 am – 12:00 pm

Keynote* (CE Session)

Session Description:

This panel consists the leading housing finance subject matter experts providing a national industry overview.

We start with economic update from Fannie Mae’s Chief Economist, Doug Duncan. You are in for a rare treat. Doug has an amazing ability to provide an insight into a dry subject matter and make it engaging and humorous. Next up is Brian Montgomery who is presently with the Collingwood Group, a housing finance consulting firm in Washington, DC. Brian is the former FHA Director and has been nominated once again to that post by President Trump. Hopefully by Spring the nomination will be confirmed and he can speak specifically to FHA matters.

Then we begin to drill down a little deeper.  How often do you hear someone ask, “Is that new product USPAP compliant?”  We bring you the answer straight from The Appraisal Foundation.  As interest rates rise more and more loan volume will be within the consumer lending space. URARs will not be the report of choice. This is a burgeoning opportunity.

Brendon Hulcombe will share with us how the appraisal process has been modernized in “The Land Down Under”. From what I can tell it is a model worth emulating. Learn how the profession operates and flourishes in Australia with an eye towards how we can emulate their successes.

Brian Montgomery, The Collingwood Group
Doug Duncan, Fannie Mae
John Brenan, Appraisal Foundation
Brendon Hulcombe, Herron Todd White

12:00 pm – 1:30 pm


1:30 pm – 5:00 pm

Modernizing the Appraisal Process* (CE Session)

Session Description:

In November 2016 Congress held a hearing entitled “Modernizing the Appraisal Process for the 21st Century. Let’s continue the dialogue.

Since that entails a multi-pronged approach we’ve invited several thought leaders to share how they intend to thrive in the current regulatory structure and comply with Dodd Frank. Douglas Oldmixon, demonstrated leadership early on and has a plan for Texas already implemented.

Paul Chandler will tackle Appraiser Independence. Are we there? What worked and what hasn’t worked? What structural changes will need to take place in order to ensure independence, the cornerstone of the appraisal process?

Jeff Bradford will discuss what technologies are available today to make appraisers better, not to replace them as some are predicting. Appraisals are more technologically forward in almost every corner of the world. Why does the US lag behind?

For the wrap up session Lee Trice will share with you a plan that the Collateral Risk Network has thoughtfully devised to encompass a complete regulatory overhaul of the system. Don’t assume the CRN proposes to abandon the entire existing structure. The CRN, comprised of most every stakeholder segment in housing finance, focused on a holistic and durable solution to ensure the safety and soundness of the housing finance system.

We intend to leave plenty of time for Q&A and we expect nothing less from the Valuation Expo audience than healthy debate. Let the fun begin!

Paul Chandler, Property Sciences
Doug Oldmixon, Texas Real Estate Commission
Jeff Bradford, Bradford Technologies
Leland Trice, Valucentric

* Pending approval for 7 hours of CE (this requires attendance at the both sessions for the day including Keynote and Modernizing the Appraisal Process). 

Wednesday, March 21, 2018

7:00 am – 3:00 pm

Registration Open

8:00 am – 3:00 pm

Trade Show

8:30 pm – 12:00 pm

Appraisal Policy and Practices* (CE Session)

Session Description:

In this session, we have a panel of experts from HUD, VA, and USDA for a closer look at what is happening with these agencies. And just to spice things up a bit let’s not forget that there is a whole lot of business to enjoy in the relocation market. It’s hard to find anyone to disagree that relocation appraising is both challenging and rewarding and performed by the “best of the best”.

In order to thrive as an appraiser, you must learn and network. Valuation Expo is the place to do that. We will poll the audience “live” to make things interactive. Make sure your smart phone is fully charged!

Cheryl Walker, FHA
Jeff London, VA
Chip Wagner, RAC
Michael Schnetzler, USDA

12:00 pm – 1:00 pm


1:00 pm – 1:30 pm

Appraisal Bee Announcement

1:30 pm – 5:00 pm

Fannie Mae/Freddie Mac Panel* (CE Session)

Session Description:

Appraisers will receive updates and clarification on the most recent policy changes. Each of these sessions will be highly interactive with polling using your smart phone.

The team for the Government Sponsored Enterprises will use real-world examples to demonstrate the processes and practical methods to solve for market value. No more lofty charts and graphs and macro analysis!

Some of the practical issues/challenges they will address will be:

  • Selection of comparable sales
  • Supporting adjustments
  • Data verification
  • Seller Concessions
  • Communication of value conclusion

And finally learn if the rumors are true that they are in discussions about designing a new form. Be thinking about “if you had the opportunity to have input on new form design, what would it look like?” But wait, this is your opportunity! This is a “can’t miss” opportunity.

Zach Dawson, Fannie Mae
Scott Reuter, Freddie Mac
Gary Skinner, Freddie Mac

* Pending approval for 7 hours of CE (this requires attendance at the both sessions for the day including Modernizing the Appraisal Process and Fannie Mae/Freddie Mac Panel).