Appraisal Institute Houston Chapter
4th Quarter 2016  

Farewell President's Message
2017 President's Message
New Chapter Finance Policy
Membership 2017 Invoices Now Available
Congratulations to our 2016 New Designees
In Memory of Bill Jackson, MAI
Farewell President's Message

Dear Houston Chapter Members:

Jack Taylor, MAI
I want to thank the members of the Houston Chapter as a whole for the opportunity to serve as President in 2016. It was quite an experience. I have enjoyed this opportunity and I hope our efforts have further advanced the stability and status of your chapter for future years. I look forward to assisting the 2017 Chapter officers and directors through new opportunities in the coming year.

As all of you know this is a volunteer organization and through the efforts of our members we have been able to be one of the most successful chapters in the country. I would like to take a moment to thank our Chapter officers, Committee Chairs, Chapter Leaders and Instructors for the fine job they did this year. A special thanks goes out to Lori Wilkins, our Houston Chapter Executive Director, who is the one constant in the chapter office who guides each one of us through the process each year and makes everything happen.

At the December luncheon, our 2017 Chapter officers and directors were installed by Jim Amorin, MAI, SRA, AI-GRS, of Austin, Texas, the 2017 president-elect of the Appraisal Institute. Thank you to our outgoing and incoming Chapter Officers, Directors, Regional Representatives and Committee Chairs who have and continue to contribute so much to the success of our Chapter.

2017 President's Message 

Robert Moorman,
Before I write about next year, I want to thank Jack Taylor for his service as chapter president for 2016. I am seeing that being president takes a great deal of time and effort and Jack did a great job.

The time between being elected Secretary/Treasurer and being installed as President went fast! However, I am up for the task and want to thank you all for giving me this honor. I consider it a career high point to serve in this office for this chapter and appreciate the trust you all have placed in me. I thank and appreciate those who have mentored, assisted, and helped me along the way

We have a great chapter. Our membership is comprised of really good people as well as really good appraisers. However, we have challenges ahead of us. The greatest challenge is how to keep this organization viable in the face of an aging and dwindling appraiser population. In my mind, the answer to that is involvement. As many of you know, I am a Christian, and I take to heart James 4:2 that says 'you have not because you ask not.' So I am asking - asking for you to get involved

I don't know about you, but it wasn't easy for me to obtain the designations I have. I have found they add value, both monetarily and intrinsically, in our world of real estate valuation. But how long will they add value if our organization dwindles? How long will they make a difference if we cease to exist

Again, I ask you and challenge you to get involved. There are any number of things we can do as a chapter that would add value to our designations, as well as bring in new members, if the majority of our membership meet that challenge. We have needs on almost every committee and the old adage 'many hands make light work' certainly applies. We are all busy and no one wants to do all the work for a committee.

Another thing I would ask for is suggestions. I have opened a new email address for suggestions from the members,, and I would like to hear from you. Let me know what you think would make the Houston Chapter better. I have some ideas for 2017 that may not happen next year, but we could get a start on them. And I'm expecting 2017 to be an active year for the Houston Chapter.

Thank you again for giving me this honor and I look forward to serving you.

Robert Moorman, MAI, SRA, AI-GRS
2017 Houston Chapter President
New Chapter Finance Policy 

The Appraisal Institute's Board of Directors approved a new Chapter Financial Management and Administration Policy at its November board meeting. The policy takes effect immediately and is being implemented over the next year with full compliance projected by January 1, 2018. The action was taken to reduce risk, reduce redundancy and increase the return rates of all reserve funds. It is important for you to remember this: The chapters will retain full control of funds, budgeting, authorization of payments, and decisions of who will provide vendor/contract services.
Some of the advantages of this change include:
  1. Reserve funds will be accounted for separately for chapters, but will be pooled into a single account to take advantage of greater investment returns;
  2. Chapters will no longer be billed for annual audits;
  3. National will prepare tax returns (chapters will still prepare state returns, if needed);
  4. Except for preparing a budget, all other minimum chapter criteria relating to finances will no longer be required;
  5. Chapter executive directors will be able to concentrate on providing services to our members;
  6. A portal will be created for chapter treasurers to approve payments on-line;
  7. Bank signature cards will not need to be changed every year.
The new policy will allow for greater accountability and protection and allow chapter leadership and executive directors to focus on member services. Further, by pooling funds, costs savings and increases in investment returns will help to balance operating budgets.
I know that some are upset as to how this issue was communicated to chapter leadership and membership. The board had no input as to how and when it was done and virtually all the board members have the same concern. The directors are committed to being better at communicating to our members. Please remember that this action is in the best interest of all members. It is designed to maximize accountability, while minimizing risk. The change is primarily a bookkeeping change. No one is taking the funds held by the chapters. The operating funds are simply being moved to one financial institution and the reserve funds are being moved to an investment account to allow for maximum return.
The misunderstanding associated with this issue lies with the Appraisal Institute, and its Board of Directors. Over the years AI has allowed the chapters to operate independently which is in direct conflict with the By-Laws. We are one entity, a national organization with 80 chapters. All funds held by the chapters are held in trust for the whole organization. We must break away from this "us" vs. "them" mentality. We are one and the national boards of directors, along with the Houston Chapter board of directors are dedicated to serving all of our members while minimizing risk to the entire organization.
If you have questions or concerns, please feel free to contact me.
Eric Schwartz, MAI, SRA, AI-GRS
Region VIII - Chair (2017-2019)
Membership 2017 Invoices Now Available

The 2017 invoices are now available online and printed invoices have been sent to individuals who have not chosen the Go Paperless.
There are four convenient ways to pay:
  • Online - Log in to your My AI Account and choose My Invoice on the left to pay by check, debit or credit card.
  • Phone - Service Center representatives can take debit or credit card payments over the phone. Call 888-756-4624 Monday - Friday, 7 p.m. to 5 p.m. CT.
  • Fax - Complete and send your invoice to 312-335-4292.
  • Mail - Send the bottom portion of your invoice to: Appraisal Institute Remittance Center
Please note: Annual dues/fees are due January 31st  
Congratulations to our
2016 New Designees
In 2016 eleven (11) members received their designation and three (3) received their AI-GRS Designation.
Daniel Ambrose, MAI
Katherine Engleman, MAI, AI-GRS
Brittany (Rese) Fox, MAI
Stephen Kovar, Jr., MAI
Chris Lantz, MAI
Matthew Mabray, MAI
Jason Mushinski, MAI
Carolyn Nuccio, MAI, AI-GRS
Erin Pechal, MAI
Morgan Peeler, MAI
Bill Roitsch, MAI, SRA
Ashley Soape, MAI
Eric Schwartz, MAI, SRA, AI-GRS
Ross Welshimer, MAI
In Memory of Bill Jackson, MAI

Bill Jackson, MAI
Billy Frank Jackson 1936-2016 Billy Frank Jackson, age 79, of Houston passed away peacefully on Thursday, the 15th of September, 2016. He was born in Midland, TX on the 3rd of November, 1936 to Videl McLeod and William Jackson. He was the third of three children. His childhood was spent in Houston. After Graduating from Milby High School he enlisted in the Army, and following his discharge he attended the University of Houston and is a proud graduate with the class of 1959. In 1961 he met and married the love of his life, Jerry Sue Dixon of Healdton Oklahoma. Their 55 years of marriage was a beautiful example of love and loyalty for family and friends. Bill and Sue Jackson raised their two daughters north of Houston where Bill cherished time with his immediate family as well as extended family. They were active members of Champion Forest Baptist Church, and lived for friendship, laughter and meals with close friends from Church, the neighborhood and 'The Lodge". He was a self employed Real Estate Appraiser from 1971-2016. He enjoyed his work, but most importantly he valued friendships with his fellow employees and work associates. He had a love for laughter, family, friends, bowling, hunting, piloting and the family table. He is preceded in death by his parents, his sister and his brother: Videl and William Jackson, Imogene Wilson and William Jackson Jr.. He is survived by his wife, Jerry Sue and their children: Donna and Robert Harris, and Jeanne and Blake Pfeffer; and his adoring grandchildren Avery Harris, Ben Pfeffer, Grace Pfeffer, Suzanne Pfeffer, Annie Harris, Blake Pfeffer Jr, Johanne Harris and Emmanuel Harris.

In lieu of remembrances, memorial contributions may be directed to Boys and Girls Country, 18806 Roberts Rd, Hockley TX 77447; or Champion Forest Baptist Church, 15555 Stuebner Airline Rd, Houston TX 77069.   
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