2019 ASA International Appraisers Conference Wrap-Up

The American Society of Appraisers recently held its 82nd annual International Appraisers Conference on August 25-27, 2019 in New York City, NY at the New York Marriott Marquis. In keeping the tradition of providing the highest-level of education for appraisal experts, this year’s IAC featured more than 40 sessions of the most comprehensive educational programming available taught by preeminent thought-leaders from all appraisal disciplines. IAC’19 kicked off Sunday night with a Welcome Reception, allowing attendees to get to know one another and network.

To see photos of the Joint ASA 2019 Advanced Business Valuation and International Appraisers Conference, click here.

Johnnie White, CEO, ASA

Monday was the first full day of the conference with introductions and welcoming remarks from ASA’s International President Douglas R. Krieser, ASA. Next, Johnnie White, ASA’s CEO, spoke and then invited Krieser back to the stage, along with ASA’s past President Robert B. Morrison, ASA, IA. Morrison subsequently thanked Lee P. Hackett, FASA for serving as ASA’s interim CEO for one and one-half years. Hackett was presented an award in appreciation for his service.

Next, Morrison invited the ASA Joint Conference Keynote Sponsor, Chad Sandstedt, Co-Founder and CEO of TagniFi to the stage to introduce keynote speaker, Sir David Tweedie, Chairman, International Valuation Standards Council (IVSC). Sir David Tweedie then discussed: “Globalization, the Public Interest and Recognition of the Valuation Profession.”

Douglas R. Krieser, International President, ASA

Following the keynote presentation, attendees adjourned to the appropriate specialized educational track they chose.

The first educational sessions of the day included presentations on 2020 USPAP Updates by R. Lee Robinette, ASA, President, Collateral Evaluation Associates, Inc.; Introduction to ColorCodex: A Revolutionary Color Referencing System, by Christopher Smith, GG, FGA, President, American Gemological Laboratories; and Reducing the Gap Between IVS and USPAP Practices by Jack Beckwith, ASA, CEA, President, EAGI.

The annual International Awards Luncheon followed these educational sessions. ASA International President Douglas Krieser presented the following awards:

ASA’s Chapter Member of the Year Award was given to Melanie Modica, ASA, ARM-PP and Pamela Bensoussan, ASA, ARM-PP, both from the Houston Chapter. The Chapter Education Event Award was designated for the ASA-NAIFA New Jersey Atlantic-Cape South Chapter and The Chapter Outreach Program Award for the Chicago Chapter. The Chapter of the Year Award was given to the Houston Chapter.

Next Krieser presented the Rising Star Award winners: Chelsey Janzen, ASA, Stella Law, ASA, Mack Mangan III, ASA, Lauren P. Miller, ASA, Mathew J. Muller, ASA, Carolina Rocha and Kathleen Turner.

Following that Krieser announced that the Board of Examiners recognized Paul D. Roberts, ASA, for the Examiner of the Year Award.

Next the NAIFA award winners were announced. The NAIFA Appraiser-of-the-Year Award was given to Sherrie Galderisi, ASA; the NAIFA Educator of the Year Award to Margaret Orman; and the NAIFA Paul Wetzel Award to Charles E. Blau, ASA, IFAC.

Lunch was served and following that Krieser returned to the stage to present the individual awards. The Jerry Larkins Volunteer Service Award was given to Juanita E. Addeo, ASA, MGA, and The Sylvia Wade Olson Award of Merit to Sabriya Tony.

Next, The Woman Appraiser of the Year Award was designated for Jamie Allen, ASA.


Jamie Allen, ASA, was presented the ASA 2019 Woman Appraiser of the Year award by ASA International President Douglas R. Krieser

Following the awards presentation, Krieser recognized the current past ASA president Robert B. Morrison, ASA, IA. Then he asked the members of the Board of Governors in attendance to stand and be recognized.  Finally, he asked International Secretary Treasurer David Crick, ASA,  and International Vice President Lorrie Beamont, ASA, to stand.

After lunch, sessions touched on topics of Across Disciplines: What Appraisers Should Know About Property Tax Appeal by Mary O’Connor, ASA, CFE, Partner, Sikich LLP; The Biased Appraiser: The Impacts of Biased Decision Making by John Mathe, ASA, AAPI CPV, AVAA, FEWA, Managing Director, Henley Valuers; GIA Presents: Methods of Manufacturing Jewelry and Their Forensic Traces by Elizabeth Brehmer, JMA Technical Advisory, Gemological Institute of America; What the IRS Is Looking for in Your Appraisal by Michael A. Gregory, ASA, CVA, NSA, MBA, Qualified Mediator Minnesota Supreme Court and Founder, Michael Gregory Consulting, LLC and The Collaboration Effect; Developing a Strong Scope of Work that Won’t Break Your ARM by Joel D. Gonia, ASA – ARM & MTS/M&E, Senior Review Appraiser, KATS M & E, LLC.

Next were the following presentations: Best Ways to Create a Strong Referral Network by Jay E. Fishman, FASA, FRICS, Managing Director, Financial Research Associates and Z. Christopher Mercer, FASA, CFA, ABAR, Founder, Chief Executive Officer, Mercer Capital; Valuation of Oil and Gas Assets by Jim Harden, Partner, Valuation Advisory, Moss Adams LLP; GIA Presents: Fancy-Colored Melee Diamonds and Their Identification, by Dr. Wuyi Wang, Vice President of Research and Development, Gemological Institute of America; What the IRS Is Looking for in Your Appraisal by Michael A. Gregory, ASA, CVA, NSA, MBA Qualified Mediator Minnesota Supreme Court and Founder, Michael Gregory Consulting, LLC and The Collaboration Effect; Investigating a Purchase Price Allocation for Audit Review: An Appraisers Perspective by Michael Jones, ASA, Senior Managing Director, Industrial Valuation Group, Suncorp Valuations; Engaging Millennials in the Workplace by Dillon Knight Kalkhurst, Founder, The Center for Intergenerational Engagement; GIA Presents: Forensic Application of Manufacturing Trace Indicators by Elizabeth Brehmer, JMA Technical Advisory, Gemological Institute of America; Valuation in Litigation: Destruction of the Company Damages by Angela J. Somers, Partner, Reid Collins & Tsai LLC; and Theme Park Valuations by the Honorable Rick Singh, CFA, Property Appraiser, Orange County Florida Property Appraiser and Terry Taylor, CAE, RES, AAS, Director Real Estate Residential, Orange County Florida Property Appraiser.

The ASA’s Rising Stars event was held Monday evening. The reception gave attendees the opportunity to meet and network with other rising professionals in the appraisal industry.

The Educational Foundation Silent Auction and President’s Networking Reception also followed Monday’s educational classes in the evening. The silent auction was a huge success due to over 60 items being donated. With Dueling Pianos for entertainment, the auction and President’s Networking Reception concluded the first full day of the conference.

An Early Riser session: Collaboration for the Future pre was held Tuesday morning at 7:00am. The participants in the discussion were: Johnnie White, MBA, CAE, CMP, CEO/Executive Vice President, American Society of Appraisers; Mary Jane Andrews, President & CEO, CBV Institute; Ray Moran, ASA, MRICS, CEO/MG Valuation, Chair, Marketing Committee/iiBV; and Neil Shah, Regional Managing Director, Americas, RICS.

Educational sessions began immediately after the Early Riser Session, namely: IRS Valuation Update – What Appraisers Need to Know by Cheryl Teifer, Director, Field Operations Engineering, Eastern Compliance Practice Area, LB&I, Internal Revenue Service, and Frank Molinari, SRA, CVA, Appraisal Team Leader, Internal Revenue Service; Two Wild and Crazy Guys Talk about Insurance Appraisals by Fernando Sosa, ASA, MRICS, Director, Cushman & Wakefield, and David Koller, ASA, MRICS, Managing Director, Cushman & Wakefield; Geuda Sapphire by Sheahan Stephen, President, Sheahan Stephen Sapphires; Aristotle’s Three Artistic Proofs Applied to Collateral Valuation Policy by John D. Russell, JD, Senior Director of Government Relations and Business Development, American Society of Appraisers; How to Have More Influence and Impact in the Courtroom by Deborah Johnson, M.C., President, High-Stakes Communication, LLC; Semiconductor Fab Valuations: Things to Consider by Jaclyn Cannici, ASA, Director, Machinery & Equipment, Duff & Phelps; and Provenance and Grading of Pink Diamonds: Argyle and non-Argyle from World Sources by Branko Deljanin, BSc, GG, FGA, DUG, President, CGL-GRS Swiss Canadian Gemlab Inc.

Next was a panel discussion: What Experts Need to Know: A View from the Bar and the Bench, featuring the Honorable Matthew F. Cooper, New York State Supreme Court Justice, New York Supreme Court, New York County; Allen E. Mayefsky, Esq., Aronson Mayefsky and Sloan LLP; Jay E. Fishman, FASA, FRICS, Managing Director; Financial Research Associates; and Kenneth J. Pia, Jr., ASA, CPA, ABV, MCBA, Partner-in-Charge, Business Valuation Services, Marcum LLP.

Following that was Market Update Round Table featuring: Michael E. Winterfeld, Director, Appraisal Services, Taylor & Martin, Inc.; Joel D. Gonia, ASA, ARM & MTS/M&E, Senior Review Appraiser, KATS M & E, LLC; Fernando Sosa, ASA, MRICS, Director, Cushman & Wakefield; Jim Harden, Partner – Valuation Advisory, Moss Adams LLP; and Alec Story, VP,  Perfection Global LLC. Next was Updates on the Current Natural Fancy Colored Diamond Market by Alexander Eblen, Vice President, Senior Specialist, Sotheby’s.

Following lunch were presentations on. Expert Witness: Know Your Audience by Joel Levin, Esq., Owner, Levin & Associates Co., L.P.A.; What Do Financial Institutions Look for in Appraisals? by Paul R. Cogley, Jr., ASA, SVP Commercial Valuation Manager, Banc of America Leasing; Blockchain Fundamentals for the Gemstone and Diamond Industry by Scott Austin, Senior Executive Vice President, Everledger Inc.; Technology for the Appraiser by Garrett Schwartz, ASA, CEA, Senior Equipment Appraiser, Sencer Appraisal Associates; Identifying Characteristics of Fabricating Equipment by Alec Story, ASA, Vice President, Perfection Global; Diamond Portrait Jewels: A Case Study by David Wolf, ASA, MGA®, GIA GG, Director, Just Appraisers LLC and Benjamin Zucker, Precious Stones Co.; Using Mobile Technology to Improve Appraiser Efficiency & Practical Issues Dealing with Bifurcated Appraisals by David R. Doering, ASA, IFA, Vice President, Missouri Property Appraisal, Inc. and Shane M. Weber, ASA, IFA, Appraiser/Appraisal Technology Coordinator, Missouri Property Appraisal, Inc.; Cross Discipline Approach to Specialized Markets by Richard Gilmore, FASA, Senior Vice President, AgVisory; How to Overcome Common Obstacles to Marketing and Achieve Success by Mellanie Bartlett, Co-Owner | Sweeney & Bartlett Marketing Partners and Debby Sweeney, Co-Owner, Sweeney & Bartlett Marketing Partners; How to Pass an Audit Review with Flying Colors by Michael Crismyre, ASA, Senior Director, RSM; One Trip Around the Sun: Legal Updates by Tiffany Stevens, President & CEO, Jewelers Vigilance Committee; Using Mobile Technology to Improve Appraiser Efficiency & Practical Issues Dealing with Bifurcated Appraisals (cont.) by David R. Doering, ASA, IFA, Vice President, Missouri Property Appraisal, Inc. and Shane M. Weber, ASA, IFA, Appraiser/Appraisal Technology Coordinator, Missouri Property Appraisal, Inc.; and The Appraiser and Review of the Appraiser’s Work in Alternative Dispute Resolution by John Levitske, ASA, CPA/ABV/CFF/CGMA, CFA, CFLC, CIRA, MBA, JD, Senior Managing Director, Commercial Disputes, Business Valuation Dispute Analysis, Ankura; and Leslie A. Berkoff, Esq., Partner: Co-Chair of Litigation & Bankruptcy Group and Co-Chair of Alternative Dispute Resolution Group, Moritt Hock & Hamroff LLP.

ASA hosted a series of educational courses in New York City prior to IAC’19. The given courses were: Introduction to Business Valuation, Market Approach; Introduction to Business Valuation, Asset Approach, Discounts & Premiums; Introduction to Machinery and Equipment Valuation; Machinery & Equipment Valuation – Advanced Topics & Report Writing; Appraisal Review and Management Overview.

The American Society of Appraisers would like to thank the conference sponsors: Platinum: TagniFi, RICS, Gold: Knowcraft Analytics, Silver: Borrowman Baker LLC, BV Resources, Sweeney & Bartlett Marketing Partners, Inc., Bronze: Gem-A USA, Helivalue$, Inc., National Association of Certified Valuators and Analysts (NACVA), Exhibitors: Forensic Expert Witness Association (FEWA), NARMCO/Southeast Appraisal, Duff & Phelps, Crown of Light, RC Reports, GF Data Systems, Sectilis.

ASA would also like to thank the planning committee and advisors for all of their hard work and support: International Conference Chair Douglas R. Krieser, ASA, Matthew Kaufman, ASA, Juanita Addeo, ASA, William M. Engel, ASA, Jamie Allen, ASA, William P. Wilson III, FASA.

Save the Date! Make plans to attend the 2020 ASA International Conference in Chicago,  October 11-13, 2020.

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