Event Details

Date:
Wednesday, Jul 23, 2025

Time:
11:30am-2:30pm ET

Location:
Zoom

Price:
Members $60.00 Members

Non-Members $75.00 Non-Member

Register for Event

(opens in a new window)This 3-hour training, led by Joshua Walitt, SRA, AI-RRS, MNAA, CDEI, Walitt Solutions, will delve into the USPAP Record Keeping rule and breakdown each of the components that should be contained in an appraiser’s workfile. Joshua will also review USPAP’s FAQ while helping attendees analyze other situations where these guidelines would apply. This training is geared towards personal property appraisers.

In this course, attendees will:

• Learn how to create a checklist to ensure that each workfile is correctly assembled.
• Develop the ability to identify what to retain, when it needs to be retained and why each component is needed in the workfile.
• Gain a deeper comprehension of how to prevent common record keeping mistakes.
• Examine real world examples of proper and improper workfiles.

Audience participation is encouraged in this course, so students should have a working microphone and webcam. 

This training will be recorded, and attendees will automatically receive the recording. However, it is most beneficial to attend the course in real-time in order to participate. 

Appraisers Association members receive 3 Continuing Education Credits.

Terms of Registration
By registering for this lecture you acknowledge that the content of this program will be captured in digital format and may be used for both archival and promotional purposes. Submission of your registration authorizes The Appraisers Association of America, its contractors and sponsors permission to use your voice and/or image in any such archival or promotional recording, photograph or streaming activity and to contact you by mail or e-mail.

Joshua Walitt is the principal consultant for Walitt Solutions. He provides short- and long-term consulting services related to compliance, valuation, education, review and investigations. Clients include lending institutions, appraisers, appraisal management companies, attorneys, education providers and federal and state regulators.
With over 25 years of experience, Walitt’s skillset includes appraisal, banking, regulations, policy, instruction, licensing and enforcement. His core goal is to foster a clients’ efficiency, accuracy, compliance and growth through appropriate methodology and technology, sound reasoning, communication skills and proper oversight.
He is a Past President of the National Association of Appraisers after serving as the 2023 President and 2021 and 2022 Vice President. Walitt is an AQB Certified USPAP Instructor, holds the SRA & AI-RRS designations with the Appraisal Institute, is a member of the National Association of Appraisers (MNAA), holds a Certified Distance Education Instructor (CDEI) certificate, served on the Colorado Board of Real Estate Appraisers and is an Appraisal Institute approved instructor.

Walitt Solutions provides consulting services related to valuation, technology, education, review and investigations. The company's objective is to increase a client’s efficiency, accuracy, compliance and growth through clear communication, mentoring, training and compliance assistance.

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