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During the conference, there will be an opportunity to take the following Optional Workshops:
Be sure to take advantage of the opportunity to earn additional credits.
This course does not meet real property licensing requirements. National Uniform Standards of Professional Appraisal practice designed specifically for business valuation appraisers.
Advanced BV seminar that examines the topics of: examinations of existing criticisms of the CAPM: exploration of current literature in search of answers and ways to improve the data used as inputs to the models: exploration of practical models for use in international markets: other cost of capital issues such as estimating returns on venture capital investments, troubled companies and pass through entities such as S corporations. Instructor: Roger J. Grabowski, ASA Level: Advanced
Course Prerequisites: Minimum of 6-10 years of experience in valuation or accounting, or experience in finance, including consulting, public accounting, business, government and university settings. ASA, CPA/ABV, CVA, CBA or CFA designation or MBA degree is helpful, but not required.
Reading assignments: Recommended Text(s): Cost of Capital: Estimation and Applications
This course addresses the legislative and economic background of employee stock ownership plans (ESOPS); relevant ESOP accounting issues, including current AICPA Statement of Position (SOP) 93-6; the impact of financial leverage on ESOP valuations; fair market value determinations for ESOP transaction purposes; valuation factors and methodologies for ESOP securities, including convertible preferred stock; ESOP equity allocation concepts; ESOP special issues (investment marketability, minority interest/control, repurchase liability, etc.); the appraiser as financial adviser; and ESOP case law history. Level: Advanced
Course Prerequisites: None
Reading assignments: Recommended Text(s): Valuing a Business: The Analysis and Appraisal of Closely Held Companies
CAVSUR
OUTSIDE THE BOX: Non-Traditional Tools for Valuation Professionals
Traditional financial analysis and other metrics tell us “what,” but not “why.” More than most endeavors, however, business valuation is about why. This unique course presents a powerful, yet practical framework that will enhance your ability to perform non-traditional analysis and embed your findings in traditional quantitative tools. The course is for all who want to upgrade their analytical capabilities and differentiate their practice of valuation. Course materials include a non-exclusive license to use proprietary graphics related to these non-traditional tools.
Course Prerequisites: None
Reading assignments: None
