Latest Publications

2017 Personal Property Summer Camp Recap

72 purchaseFor the fifth year running, the Personal Property discipline of the American Society of Appraisers partnered again this summer with Purchase College, SUNY, to offer an accelerated education program for appraisers that was held on June 3-18, 2017. This intensive “Summer Camp” enabled students to earn their Purchase College Certificate in Appraisal Studies in just over two weeks. The program is designed to provide participants with the foundation needed to be professional Personal Property appraisers.

The 2017 Summer Appraisal Camp included all four core Principle of Valuation (POV) courses that ASA-designated appraisers must complete: Introduction to Personal Property Valuation (PG201), Development of a Personal Property Appraisal: Research & Analysis (PP202), Communication of a Personal Property Appraisal: Report Writing (PP203), and Personal Property Valuation: The Legal & Regulatory Environment (PG204) taught by knowledgeable Personal Property instructors Edie Yeomans, FASA, Fran Zeman, FASA, and Sandra Tropper, ASA. These four courses of the program are the first step to becoming an ASA accredited appraiser.

What attendees had to say:

“As someone abut to re-enter the work force, Edie gave me the confidence that my work will contribute to my ability to succeed as an appraiser.”

“Fran was terrific! She was very knowledgeable, professional, and pleasant. We were lucky to learn from her.”

“Sandie was an excellent instructor, extremely knowledgeable, candid, helpful and very responsive to the different levels of experience.”

The Summer Camp at SUNY Purchase is just one example of the high-quality, professional-level education that ASA provides. If you missed this year’s Summer Camp opportunity, ASA offers Introduction to Personal Property Valuation (PG201), the first of the Personal Property POV courses, in an OnDemand format. Communication of a Personal Property Appraisal: Report Writing (PP203) will be offered at the Massachusetts College of Art and Design (MassArt) on September 14-17, 2017 in Boston, Massachusetts. Personal Property Valuation – The Legal and Regulatory Environment (PG204) will also be held at MassArt on October 26-29, 2017.

A rare offering of the Personal Property Appraisal Report Writing Update course (PP445) will take place at the Hilton Americas in Houston, Texas, on October 5, 2017, prior to the 2017 International Appraisers Conference (October 7-10, 2017, same location).

To read more about ASA Personal Property Education or to sign up for upcoming courses, be sure to click here.

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ASA Department Profile Series: Marketing and Communications

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From left to right: Todd Paradis, Alison Ho, and Jennifer Aguilar

Every month the American Society of Appraisers (ASA) regularly connects with more than a million individuals around the world, including ASA members, allied professionals, referral sources, government officials, news media and consumers. Interacting on such a large scale is possible due to a variety of technology-driven marketing mediums, including online advertising, e-mail, public relations, social media, blog postings, e-news, promotional videos and website.

Helping to ensure a consistent and accurate message and universal brand falls under the responsibility of ASA’s Marketing and Communications Department. Each month the department generally produces 100 unique e-blasts and sends nearly three-quarters of a million messages to ASA members and prospects; publishes over 200 posts to the Society’s social media channels (Twitter/Facebook/LinkedIn); as well as publishes news releases, announcements and blog posts; coordinate exhibition at national conferences; supports membership development and national/local chapter educational course and event registration; and provides website development and updates.

The department is currently comprised of three people: Todd Paradis, Alison Ho and Jennifer Aguilar.

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Todd Paradis outlining marketing goals for the month

Todd Paradis, Director of Marketing and Communications, is responsible for the management and implementation of ASA’s marketing and communications program, as well as overseeing department staff, supporting discipline marketing committee volunteers and managing the media relations program. He also serves as staff liaison to the Machinery & Technical Specialties Discipline Committee. His dedication and commitment were recognized in 2014 with the bestowing of the Society’s Sylvia Wade Olson Award, given to employees demonstrating outstanding and invaluable service. Todd has been with the Society for five years. His educational background, technical skills and 26 years of work experience provide him with a unique and in-depth expertise necessary to successfully lead and operate in a fast-pace, ever-developing environment. He has a Bachelor of Science degree in Communications with an emphasis in Graphic Design and a minor in Marketing from Washington Adventist University, a Master of Science degree in Marketing from Johns Hopkins University and advanced strategic marketing training from The Wharton School. Prior to ASA Todd worked as a director of marketing communications for Maple Life Financial, a marketing manager for the National Glass Association and as an adjunct print/web publication design professor for Washington Adventist University. Todd may be reached at (703) 733-2124 or tparadis@appraisers.org.

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Alison Ho generating new ideas for email content

Alison Ho, Marketing and Communications Coordinator, coordinates ASA’s e-blast marketing efforts, public relations efforts, discipline event marketing efforts and the production of ASA’s monthly newsletter. She has been with ASA for nearly three years. Alison’s educational background provides her with a special and unique understanding of complex and diverse consumer behavior, while her research and analysis skills enhance ASA’s data collection and reporting capabilities. She has a Bachelor of Science degree in Sociology from Virginia Tech where she graduated with honors. Prior to ASA, Alison participated in multiple academic program related internships while completing her degree. Alison may be reached at (703) 733-2119 or alisonho@appraisers.org.

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Jennifer Aguilar preparing shipment for upcoming trade show

Jennifer Aguilar, Marketing and Communications Assistant, is responsible for the daily administrative tasks to ensure the functionality and coordination of the department’s activities. She provides assistance with ASA’s social media efforts, public relations efforts, chapter event marketing, list development and project management support. Jennifer has been with the Society for nearly two years. Her proven ability to build and maintain vendor relationships has helped ASA explore new resources that are available. She has a Bachelor of Arts degree in Business Administration with a concentration in Marketing from Marymount University. Prior to ASA, Jennifer served as a sales assistant and guest representative at the Hilton Garden Inn where she provided high quality service and paid close attention to guest satisfaction. Jennifer can be reached at (703) 733-2120 or jaguilar@appraisers.org.

Together, these individuals work to meet the marketing and communication needs of the society.

View other ASA Department Profiles: Accreditation & Reaccreditation, Education, Membership and Information Technology.

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ASA Visits the Windy City for NACVA Conference

Chicago2017The American Society of Appraisers participated in the 26th Annual Consultants’ Conference on June 7-10, 2017 at the Swissotel Chicago in Chicago, IL.

This annual event, hosted by the National Association of Certified Valuators and Analysts, featured compelling speakers highlighting important topics. Speakers and topics included Carl A. Steffen, ASA with Industry Standards Update; Roger J. Grabowski, FASA with Capital Cost— Current Controversies and New Research; Robert J. Grossman, ASA with “Double Dip” Bringing Clarity to this Complex Issue and Daubert Update; D. Michael Costello, ASA with Reasonable Certainty Requirements in Lost Profits Litigation; Peter J. Butler, ASA with Who Cares if You Have the Alleged and Dubious Size Premium “Right”—It’s the Total Cost of Equity that Matters; Neil J. Beaton, ASA with Valuing Things You Cannot See; Jason Ruchaber, ASA with Nuances in the Valuation of Service Line Joint Ventures; Darrell D. Dorell, ASA with Financial Statements—Written Confessions; Bruce A. Johnson, ASA with Valuing Complex Family Limited Partnerships and LLCs; and Daniel L. McConaughy PhD, ASA with Valuation of Debt and Preferred Stock.

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Yeti cooler winner Harold L. Deiters III

ASA was represented by Chicago-based business valuation appraisers Dan Daitchman, ASA and Brian McCabe, ASA, Glen Ellyn-based business valuation appraiser Judy C. Moody, ASA, and ASA’s National Office Director of Membership Recruitment Angelica Sullivan. Our volunteers spent most of their time speaking to attendees on topics such as the need for qualified appraisers, the reasons why they should join ASA, and how ASA can help benefit them and their practice. ASA also held a raffle offering a grand prize of 1 Yeti cooler and 4 Yeti mugs. Harold L. Deiters III, Partner of the Firm at Baker Tilly Virchow Krause, LLP, was our grand prize winner. David S. De Jong, Timothy J. McPoland, Cheryl F. Shuffield, and Brian Pedner were the winners of our Yeti mugs.

The American Society of Appraisers would like to thank our volunteers for their time and efforts for representing our society.

For more information on ASA membership, Visit ASA Online or call us at (800) 272 -8258.

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IVS Advisory Forum: London Meeting

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Members of the IVS Advisory Forum Working Group

Jack Beckwith, ASA, ASA’s representative on the IVS Advisory Forum Working Group, participated in the June Meeting in London to review the Draft Paper on Adoption by mid-2020 of the International Valuation Standards.

Sir David Tweedie, Chairman of the IVSC’s Board, emphasized that the purpose and intent of adopting the 2017 Edition of Standards by all Valuation Professional Organizations is to make the IVS the global standard. Those who participated, were eager to work with the IVS team in Great Britain which included countries such as Australia, Hong Kong, Russia, France, Canada, Slovenia, United States, and Spain. The adoption will includes the categories of IVS 101 Scope of Work, IVS 104 Basis of Value, and IVS 105 Valuation Approaches.

For more information regarding the new standards, visit ASA Online.

About Jack Beckwith, ASA:

Jack Beckwith, ASA

Jack Beckwith, ASA

Mr. Beckwith has performed and supervised valuations throughout the United States, Canada, Mexico, and Europe. He has published articles for various valuation topics in Equipment Finance Advisor, the M&TS Journal, and the ASA Professional.  In addition, Mr. Beckwith has been an instructor for the American Society of Appraisers teaching Principle of Valuation courses.  Honorariums include: ASA International Appraisal Conferences Presenter and ELFA Annual Conventions Presenter.  Mr. Beckwith can be reached at beckwith@eagi.com should you have any inquiries to this subject.

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Education Spotlight: Gemology Boot Camp and Appraising Gems and Jewelry for Insurance Coverage

Editor’s Note: The American Society of Appraisers announces the offering of a Gemological Boot Camp on July 31-August 3, 2017 and the Appraising Gems and Jewelry for Insurance Coverage course on August 4-7, 2017 at Jewelry Television in Knoxville, TN. These phenomenal offerings will provide gems & jewelry professionals with tools needed to become successful appraiser. ASA sat down with Gina D’Onofrio, FGA, MGA, CMA to discuss each of the course offerings.

What’s unique about the Gemological Boot Camp?
The Gemological Boot Camp invites practicing gemologists who wish to hone their skills and learn new ways of testing gemstones. This lab is being taught by the General Manager of North America Gem-A (Gemmological Association of Great Britain) revealing extraordinary techniques that Gem-A uses. This course will also focus on handheld instruments, instruments that you would be using other than your microscope, to reach a quicker and more accurate gem identification result.

Who should register?
The Gemological Boot Camp is geared towards appraisers and jewelry professional who desire a more sophisticated approach when using their instruments. These widely acclaimed approaches have received the attention of various students from different institutions for its forward-thinking concept.

Why should someone attend the Gemological Boot Camp?
The Gemological Boot Camp will further development your skills to reach a quicker and more accurate result. For many professionals time is money and if an inaccurate result occurs problems can arise and damages will have to be compensated.

Why is the GJ202: Appraising Gems and Jewelry for Insurance Coverage course important?
Writing appraisals for insurance coverage is the bread and butter for gems and jewelry appraisers. This course will provide individuals who are new or, for those who are seasoned, the knowledge needed to be compliant with ASA and USPAP (Uniform Standards of Appraisal Practice) standards.

Who is this course intended for?
Any interested in pursuing a career in gems & jewelry appraising or for practicing gems & jewelry appraisers who need updated information. This course is also beneficial for insurance industry professionals who regularly rely on gem and jewelry appraisals for insurance coverage decisions.

Any last thoughts about the Appraising Gems and Jewelry for Insurance Coverage course?
If you are interested in a career in appraising gems and jewelry, then this is the course for you. This course will provide you with all the essential information needed to write an accurate appraisal report for insurance coverage. And, as an added bonus, it will make you a lot of money.

What’s unique about this location?
Jewelry Television has been incredibly generous in allowing us to use their facility. This location is perfect because it possesses all the required equipment, and participants have the luxury of attending both courses.

Gina D’Onofrio, FGA, MGA, CMA

Gina D’Onofrio, FGA, MGA, CMA

About Interviewee:
Gina D’Onofrio, FGA, MGA, CMA, is a Fine Jewelry Director at Heritage Auctions in Beverly Hills, CA. Gina has worked in the retail, auction and manufacturing sectors of the jewelry industry since 1989. Her experience encompasses jewelry design and production, appraisals, buying and selling of contemporary, antique and period jewelry, sales and management. Gina received her Master Gemologist Appraiser® designation, upon completion of appraisal studies, written and practical examinations and peer appraisal report review with the American Society of Appraisers.

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Recap— 2017 ASA Personal Property Annual Connoisseurship Conference

ASA’s 2017 Personal Property Annual Connoisseurship Conference took place on May 4-6, 2017, at the Hilton Boston Bay Back Hotel in Boston, Massachusetts. This year’s theme—The Eye of the Beholder—A Revolution of Materials and Methods—attracted personal property appraisers from across the country, all eager to learn from a range of seasoned and well-regarded professionals.

Presenters drew on their experience as appraisers, museum directors, curators, auction house specialists, economists, artists, scientists, gallerists, collectors and scholars to put together a unique educational program. They traced the evolution of—and revolutions in—materials and methods in creating objects of personal property. Traditional connoisseurship and research met with the newest methods of scientific analysis to address issues of identification, provenance, cultural significance, artistic movements and market trends.

Presentations included Marks, Signatures, and Unique Characteristics of the Object; Museum Best Practices in Provenance Research and Collecting Cultural Property;asa_conference-276 New Techniques for Identifying Proteins and Modern Organic Pigments; The Development, Current Use and Pitfalls of Connoisseurship; Identifying Ceramics Through Material and Method of Manufacturer; Stoneware in America; Current Trends in British Ceramics at Auction; Boston Silver and Boston Arts and Crafts Silver, Particularly “Colonial Revival” Silver; Changing Demographics and Its Effect on Values; A Deeper Look: Frames Designed By and For Artists; Asian Art and Asian Styles in Colonial America; and The American Impressionists in Connecticut. Participants left with a new appreciation for the intricacies and complexities involved in appraising fine and decorative arts.

Memorable topics and quotes from ASA 2017 Personal Property Presenters

“Generational marketing is no longer a one size fits all approach. Each generation is defined and described in terms of the time period in which the generation grew up [as well as its] characteristics, lifestyles, attitudes, and values”— Analee McClellan, presentation on Changing Demographics and the Effect on Value

“As an appraiser, you are not an authenticator, but you are responsible for how you identify what you are appraising. You must be a Connoisseur capable of clearly and factually identifying the object, and explaining how confident you are of that identity.”— Peter V. Sorlien, presentation on Pillars of Identification: Marks and Signatures

“A good picture deserves a good frame and a bad picture may sometimes preserve its place longer by having a handsome frame.”— Suzanne Smeaton referencing Charles Willson Peale observation for Frame Designs by and for Artists

Attendees reconnected with their colleagues and networked with rising stars at a welcome reception sponsored by Kersten’s Antiques and the ASA Boston Chapter, and a cocktail reception at Vose Galleries, est. 1841, IMG_5794the oldest family-owned art gallery in America. The conference included tours to the Isabella Stewart Gardner Museum, the Museum of Fine Arts Boston, and the Massachusetts College of Art and Design’s Print Making Shop, where students demonstrated printmaking techniques. The well-attended post-conference offered a difficult choice between trips to the Peabody Essex Museum or to Cogswell’s Grant.

To view photos from this year’s conference, click here.

A special thank you to the conference planning committee, chair Nelson O. Clayton, FASA, Karen Waterman, ASA, Deborah Miller, Analee McClellan, ASA, and Peter Sorlien, ASA; the conference marketing committee, chair Brooks Rice, ASA, Lise Johnson, ASA, and Morgan W. Eldrige, ASA.asa_conference-8

Thank you to Bonhams and Kersten’s Anitques, our Gold Sponsor; Collectrium, our Silver Sponsor; Hagerty and ASA Boston Chapter, our Bronze Sponsor; Skinner Inc., our Tote Bags Sponsor; and Antiques and the Arts Weekly, Artex Fine Art Services, and Freeman’s Auctioneers & Appraisers, our Friend Sponsor.


Save the Date
2018 ASA Personal Property Annual Connoisseurship Conference will be May 2-4, 2018 in Dearborn, Michigan.

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ASA Department Profile Series: Information Technology

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(Left to Right) ASA’s Information Technology Team: Fran Tucker, Sharlyne Tsai, Gregory Reinfeld

The American Society of Appraisers (ASA) is a multi-discipline, non-profit, international organization of appraisal professionals representing all disciplines. ASA provides the highest quality of technology-based services to facilitate the society’s mission for its members.

ASA has an in-house Information Technology Department who maintains the society’s large infrastructure consisting of several physical and virtual systems. The department oversees all operations including hardware maintenance, software systems, storage, software applications, peripheral, data recovery and retention, and technology policies. These systems and policies are imperative to the daily operations of the organization. They also partner with technology vendors for managed services including infrastructure, security, and technical support to ensure the safety of the organization. Additionally, the IT department provides development in 2 capacities: application development and web development. These custom developments are necessary to provide a better user experience and diverse tools for both staff and members of the society.

The department is currently comprised of three people: Sharlyne Tsai, Fran Tucker, and Gregory Reinfeld.

Sharlyne Tsai explaining the upcoming changes to ASA website

Sharlyne Tsai explaining the upcoming projects to ASA website

Sharlyne Tsai, Director of Information Technology, is responsible for the project planning and management, directing and supervision of all activities of the Information Technology Department, including telecommunication services, information architecture, database services, disaster recovery and computer and related peripheral support services. She has been with ASA for seven years. Sharlyne’s educational background, technical expertise, and 10 years work experience enable her to utilize the latest technology and solutions to further ASA’s strategic directives. She has a Bachelor of Science degree in both Information Systems and Biochemistry from the University of North Carolina at Chapel Hill and has earned the Project Management Professional (PMP)® Certification. Prior to ASA, Sharlyne held managerial positions at CADCA and Continental Security Systems. Sharlyne can be reached at (703) 733-2115 or stsai@appraisers.org.

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Fran Tucker monitoring and maintaining the organization’s servers

Fran Tucker, Information Technology Manager, is responsible for implementing and maintaining ASA’s technology infrastructure, providing staff technical support, monitoring the organization’s operational requirements, researching strategies and technology solutions and building the most cost-effective and efficient system to achieve those goals. She has been with ASA for nearly two decades. Her dedication and commitment were recognized in 2011 with the bestowing of the Society’s Sylvia Wade Olson Award which is given to an employee demonstrating exemplary member service and leadership in building cooperative, helpful working relations. Fran’s educational background and work experience, has provided ASA with in-depth knowledge of various complex systems and procedures. She has a Bachelor of Science degree in Mathematics from Grove City College where she graduated magna cum laude and a Master of Business Administration degree with a concentration in Management Information Systems from Kent State University where she also graduated magna cum laude. Prior to ASA, Fran held operational and educational positions at IBM, Ohio Edison, Rosslyn Children’s Center and Dale Carnegie Training. Fran can be reached at (703) 733-2121 or ftucker@appraisers.org.

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Gregory Reinfeld mapping out new ideas for ASA design and applications

Gregory Reinfeld, Junior Web Developer, is responsible for the implementation and development of ASA’s website and standards and serves as an active support for the information technology director and manager by aiding in comprehensive tasks and projects. He has been with ASA for two years. Greg’s proven skills in software technologies, various databases and content management systems and website analysis tools have helped ASA build responsive and accessible applications. He has a Bachelor of Science degree in Television and Radio with a concentration in Audio Production from Ithaca College where he graduated cum laude. Prior to ASA, Greg worked as a government contractor for Unisys Corporation and as a web content associate for the National Association for Music Education. Greg may be reached at (703) 733-2133 or greinfeld@appraisers.org.

Together, these individuals work to meet the technological needs of the society.

View other ASA Department Profiles: Accreditation & Reaccreditation, Education, and Membership.

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ASA travels to St. Louis for AAM’s Annual Meeting & Museum Expo.

Over 4,000 museum professionals from 40 different countries attended this year’s American Alliance of Museums Annual Meeting and MuseumExpo on May 7-10, 2017, in St. Louis, Missouri. Filled with hundreds of learning opportunities, this year’s conference focused on the importance of diversity, equality, accessibility, and inclusion in museums. ASA was represented by Connecticut-based personal property appraiser John A. Woods, ASA and ASA’s Accreditation and Reaccreditation Services Specialist, Jennifer Schleining.

Our volunteers spent most of their time speaking to attendees about topics such as the need for qualified appraisers to assist museums with important tasks such as developing and maintaining an accurate inventory of artifacts housed in their collections, working with insurance agencies to prepare comprehensive plans for insuring their collections against loss, and helping donors meet IRS requirements for non-cash contributions. Besides asking questions about museums’ appraisal needs, many museum curators inquired about ASA procedures for membership and how they can become ASA accredited appraisers.

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Left to Right: John A. Woods, ASA and Jennifer Schleining

New to this year’s booth, ASA held a raffle offering a grand prize of a Vinotemp wine cooler and a runner-up prize of a one-year subscription to Artforum. Jennifer Teter, Executive Director of the Quincy Art Center (Quincy, IL), was our grand prize winner and Cathy Callaway, Museum Educator at the Museum of Art and Archaeology (University of Missouri, Columbia), was our runner-up winner. These prizes proved to be an exceptional draw, based on the number of business cards placed in the raffle bowl. Many attendees were impressed by the prize and spread the word, which sent a lot of traffic to ASA’s booth and gave ASA a greater ability to engage with conference attendees.

Many of the museum staff members attending this event happily shared with our volunteers that their museum’s website already includes a link to ASA’s website and our “Find an Appraiser” tool.  It’s worth noting that while the “freebies” were what attracted attention, a considerable amount of official ASA literature was snatched up by attendees as well!

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ASA’s Chicago Chapter Visits ICAP Seminar

Dan Daitchman, ASA during presentation

ASA Chicago volunteers enjoyed educational programs while representing ASA at the annual Seminar of ICAP (Illinois Coalition of Appraisal Professionals) on May 8, 2017, in Lisle, IL. Attended by approximately 300 real property appraisers, the ICAP educational offerings ranged from regulatory updates, current topics in cost approach, and the state of Chicago’s industrial markets.

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Dan Daitchman ASA with Ken Mrozek, ASA

This all-day event featured a wide variety of programs including in-depth case studies and reports on legal and regulatory issues for appraisers that were presented by experts in the field. Helping represent ASA were Barton DeLacy, ASA and Kenneth Mrozek, ASA who are both ICAP officers, Patricia H. Atwood, ASA, and Dan Daitchman, ASA who was a presenter at this year’s event. Dan’s presentation on “Business versus Real Property Appraisal,” introduced real property appraisers to basic methods and techniques of business valuation. During his presentation he illustrated three case studies that involved valuing businesses with significant real property assets. Because of his expertise, ICAP invited Dan to make this presentation in Springfield, Illinois.  Dan made the presentation in Springfield last Monday, June 5.

Barton DeLacy, ASA

Barton DeLacy, ASA

After presentations, all ASA representatives of the Chicago Chapter spent the day answering questions and giving insight on the benefits of ASA membership. The American Society of Appraisers would like to thank these volunteers for their time and hard work representing our society.

For more information on ASA membership, Visit ASA Online or call us at (800) 272 -8258.

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ASA Congratulates First CEIV Credential Recipients

Logo_ASAThe American Society of Appraisers (ASA) is pleased to announce the certification of Los Angeles, CA based Brian J. Marler and Morristown, NJ based Joseph Shalhoub.

Mr. Marler and Mr. Shalhoub are the first two ASA students to complete the Certified in Entity and Intangible Valuation™ (CEIV™) certification program. Brian’s and Joseph’s accomplishment have earned them the right to bear the prestigious and notable “CEIV” credentials as a mark of their success. Brian currently is a Director of Houlihan Lokey’s Financial Advisory Services business located in the greater Los Angeles, CA and Joseph is a Vice President in the Portfolio Valuation group of Duff & Phelps located in Morristown, NJ.

When asked about their CEIV experience with ASA, Brian commented saying, “I have always been impressed with ASA’s certification courses. ASA’s online CEIV certification program was thorough and informative, easy to navigate and offered the flexibility to complete the credential process as my schedule permitted”, while Joseph commented saying, “The American Society of Appraisers is recognized as a premier organization that holds itself and its members to the highest standards when it comes to the valuation profession, and I’m honored to further my professional development through ASA with the achievement of the CEIV credential, which is recognized by Duff & Phelps as the leading best practice amongst valuation professionals within the fair value arena.”

For more information about the American Society of Appraisers or the Certified in Entity and Intangible Valuation Credential (CEIV), visit www.appraisers.org or call (800) 272-8258.

Brian J. Marler

Brian J. Marler

Brian J. Marler is a Director and member of Houlihan Lokey’s Technology, Media, Telecom Group. His experience includes valuing closely held and publicly traded businesses and providing financial advisory services in a range of transactions, including mergers, acquisitions, spin-offs, sales, repurchases of minority and controlling interest blocks, and other corporate finance activities.

Joseph C. Shalhoub Jr.

Joseph C. Shalhoub Jr.

Joseph C. Shalhoub Jr. is the Vice President of Portfolio Valuation at Duff & Phelps. He is responsible for providing a range of valuation advisory services to private equity firms, hedge funds, business development companies, limited partners, corporations, pension and endowment funds related to their alternative investment positions, including privately-held debt and equity securities.

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