Mastering the CRE Appraisal Process from A to Z: Analysis & Best Practices for Lenders

Date:

Aug 26, 2025

Register

The session will deliver a comprehensive walkthrough of the CRE appraisal process from ordering to analysis, ensuring your institution is equipped to mitigate risk, meet compliance standards, and make sound credit decisions based on reliable valuations. It will explore best practices for engaging qualified appraisers, ensuring regulatory independence, and crafting effective engagement letters. The training will also focus on how to critically evaluate commercial appraisal reports, including understanding valuation approaches (sales comparison, income capitalization, and cost), interpreting market data, and identifying red flags.

Agenda

August 26, 2025
11:00am - 12:30pm EST

Using best practices, you’ll learn how to mitigate risk, make reliable credit decisions, comply with regulatory expectations, and meet industry standards. Don’t miss this A to Z walkthrough!

Topics

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand regulatory expectations and the role of appraisals in managing CRE credit risk
  • Select qualified appraisers and craft effective engagement letters
  • Analyze appraisal reports, including market analysis and valuation methods
  • Clearly grasp the three major valuation approaches and when each is appropriate
  • Identify and resolve common appraisal issues, including incomplete reports and valuation disputes
Speaker(s)

Robert L. Viering
RiverPointUSA LLC

Bob Viering brings over 35 years of banking experience to RiverPointUSA, where he concentrates on management and board planning activities, such as strategic, capital, and succession planning, de novo bank formation, assisting with managing regulatory agreements, loan review, and credit process assessment. He has served as a bank director and was an independent member of a bank’s audit committee.

Prior to becoming a consultant, Bob was a de novo bank organizer responsible for all regulatory filings, planning, recruiting, and also serving as CEO. He has been an advisor for other de novo bank formations. Earlier in his career, Bob held various management positions with large and regional banks, including market president and regional credit officer. In addition, he has managed deposit and loan operations groups and was a lender to local, regional, and international businesses. He has also served as a board member of state and national trade associations.

Additional Information

WHO SHOULD ATTEND?

This informative session is designed for credit analysts, commercial loan officers, loan review officers, auditors, and senior/chief credit officers.

 

TAKE-AWAY TOOLKIT

  • Appraisal engagement letter template
  • Appraisal review checklist
  • Summary guide to valuation approaches
  • Regulatory reference sheet
  • Sample redacted CRE appraisal
  • Employee training log 
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Fees

Live Webinar - $255

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $255

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $375

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

 

**100% surcharge applied to non-members.

Association Contact

Elizabeth DeHaven
Education Manager
o: 317-387-9380
d: 317-333-7169
edehaven@indiana.bank