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Presenter Spotlight: 2020 ASA International Conference – Multi-Discipline Sessions

The ASA International Conferenceis the leading event for the global valuation profession. Backed by nearly a century of continued success, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel and more from all parts of the world.

Unlike any conference before, this year’s offering will be completely virtual, promising a fresh and innovative experience, where valuers will learn and connect with results. Attendees will save time and money with our online format; explore the latest ideas, trends and best practices with leading presenters; interact and engage with fellow professionals via e-networking opportunities. Don’t miss this future-changing experience.

Below is a spotlight of the event’s Multi-Discipline session presenters*:

Johnnie White CAE, is CEO of the American Society of Appraisers. He is responsible for the oversight and management of the Society’s business office and executing the directives set by the ASA board of governors and its executive committee. As an association professional with more than 27 years serving in a variety of management and leadership roles, Mr. White has received numerous awards and recognitions for his association work, including being named one of the top 40 Trending Association Innovators by DCA Live in 2017.

Douglas Krieser, ASA, FRICS, is Managing Director of Valcon Partners, LTD. He has performed and supervised valuations and consulting projects on an international basis for over 30 years. His expertise is primarily machinery & equipment/personal property. However, he has broad experience in performing valuations and consulting projects for a variety of purposes. Mr. Krieser has been a designated member of ASA for 23 years, an active volunteer and currently serves as immediate past president.

J. Mark Penny, ASA, BV/IA, ARM/BV, is Managing Director of Hempstead & Co., LLC. He has over three decades of experience as an appraiser of corporate securities, and has performed valuations for a wide range of business, including: manufacturing companies, communications firms, various professional practices, small businesses and agricultural enterprises. Mr. Penny also is a qualified expert witness and lecturer. He has been a designated member of ASA for over 33 years, an active volunteer, most notably serving as International President.

Randy Barcella, is Real Estate Appraiser & Radio & TV Show Host at Real Estate Revealed. He has over 35 years of experience as a real estate appraiser and broker, as well as a background in home building construction technology and business administration. Additionally, Mr. Barcella, for the past 16 years has hosted a popular radio talk show on AM 560 entitled Real Estate Revealed.

Roger Grabowski, FASA, is Managing Director at Duff & Phelps. He has over 40 years of experience in valuation services, and has directed valuations of businesses, interests in businesses, intellectual property, intangible assets, real property and machinery and equipment, as well as been recognized in various courts as an expert on matters of solvency, the value of closely held businesses and business interests, valuation and amortization of intangible assets and other valuation issues. Mr. Grabowski has been a designated member of ASA for 43 years.

Richard-Raymond Alasko, is Principal of the Alasko Company. He has over five decades of experience as a personal property fine art appraiser and art historian, specializing in fine, decorative arts and historic properties. He is also a highly respected lecturer and author. Mr. Alasko has been a designated member of ASA for 48 years, an active volunteer, most notably serving as International President. In recognition of his service to the Society and contributions to the profession, he was conferred the designation of Fellow (FASA) – the highest honor ASA bestows.

Barry Lebow is CEO at Barry Lebow Professional Services Inc. He has over five decades of experience in real estate where he has worked as a realtor, mortgage broker, renovator, builder, appraiser, arbitrator and mediator; as well as an expert witness, commercial arbitrator and frequent author, writer, lecturer, teacher and negotiator. Mr. Lebow is presently back to his roots and working as a broker with Re/Max Ultimate Realty specializing in the 55+ senior market.

Mel M. Justak is a Partner at Reed Smith LLP. He has nearly 20 years of experience in estate and gift tax where he advises clients on sophisticated planning, implementation and administration matters, as well as a range of charitable giving techniques. Mr. Justak has represented clients before the Internal Revenue Service and other various state tax agencies. He was also recognized as a “Rising Star” by Illinois Super Lawyers for 2009-2011.

John C. Sciaccotta is an attorney at Aronberg Goldgehn. He has more than thirty years of experience in trial, litigation, arbitration, mediation, business divorce and business law. Mr. Sciaccotta is also an experienced AAA Commercial Arbitrator and also serves as a Mediator for disputes. He serves on his Firm’s Marketing Committee & Chairs the Firm’s Commercial Litigation Marketing group.

Honorable Thomas R. Mulroy is an Associate Judge for the Circuit Court of Cook County. He has over four decades of experience in commercial litigation as an attorney and judge. In his present role he serves as a trial judge in the Division’s Commercial Calendar Section, where he was directly responsible for implementing a successful mandatory arbitration program for cases under $75,000 and is now the supervising judge. Judge Mulroy is an active alum with the Loyola University School of Law, where he serves as a member of their Board of Governors, and has established the Thomas R. Mulroy Prize for Excellence in the Area of Evidence to recognize a Loyola law student each semester who achieves the highest level of excellence in the area of Evidence.

Steve Hills is Managing Director, Technical Accounting Practice Leader at Stout Risius Ross, LLC. He has over 15 years of experience in accounting and financial leadership roles, including the areas of technical accounting, financial reporting, and transaction advisory. Mr. Hills has a diverse transaction background, including experience with acquisitions and initial public offerings, serving a variety of industries such as technology, consumer products, financial services, and energy.

Brendan Smith is a director at Stout and a member of the firm’s Complex Securities & Financial Instruments practice, advising clients on matters related to the valuation of financial instruments and alternative assets, including structured products, residential and commercial loan portfolios, convertible debt, corporate loans, contingent payments, and a broad array of equity and credit derivatives. Brendan’s specific focus on advising Stout’s alternative investment management clients on matters related to portfolio valuation as well as the valuation of investment manager and general partner interests.

Troy Szopo, ASA, is a Director in the Valuation Advisory Group at Stout Risius Ross, LLC. He has over 13 years of experience in the concentration in machinery & equipment appraisal for numerous purposes including, purchase price allocation, goodwill impairment, impairment or disposal of long-lived assets, financing, insurance placement, estate planning, federal tax, and property tax appeal. Mr. Szopo has been a designated member of ASA for 8 years.

Gary K. DeClark, MAI, CRE, FRICS, R/W-AC, is Senior Managing Director and Principal at Valbridge Property Advisors. He has nearly 40 years of experience in real estate, where he has focused on conducting conventional appraisal work for financing and portfolio review, as well as unique and unusual valuation assignments to support litigation activities. Mr. DeClark is presently focused on the expansion of his practice to include non-appraisal analysis related counseling work.

Andrew Ciocca is a Managing Director for Valbridge Property Advisors. He has worked for ELSA and was hand picked for his expertise in specialty appraisal valuations for jewelry, furniture, antiques and other collectibles. He helps oversee every aspect of valuation accommodating the needs and schedules of executors, professionals, family and owners without sacrificing quality of valuation in several disciplines.

Matthew Lubawy, MAI, CVA is a member of the Appraisal Institute; Past President of the Las Vegas Chapter of the Appraisal Institute; Chairman of the Board for Nevada State Development Corporation; Current President of the Durango Business Park; President of Lubawy & Associates. His specialties are: Real Estate Appraisal and Consulting, Business Valuation, Fractional Interest Valuation, as well as Machinery and Equipment Valuation.

Jeffrey W. Brend, ASA, CPA/ABV, CFE, CFF, AAML is an Attorney at Levin & Brend, P.C. He has over 20 years of experience in mediation and family law; additional specialties in financial mediation, forensic accounting and business valuation; and named a LexisNexis Martindale-Hubbell AV-rated attorney and a 2007-2016 Illinois Super Lawyer. Mr. Brend has been a member of ASA for 23 years.

Craig M. Capilla is an Attorney at Franklin Law Group. He has over a decade of experience in professional liability. In his present role as trial lawyer, he has defended individuals and businesses in a wide range of civil matters including numerous residential and commercial appraisers and appraisal firms accused of negligence or improper activity in their valuation services. Mr. Capilla has been recognized as a “Rising Star” by Illinois Super Lawyers for 2018-2020.

Mark A. Munizzo, MS, ASA-RP, MAI, CAE, RWAC, IFAS, CIAO, is the founder and President of The Equity Network, Inc. a Real Estate Appraisal, Advisory, and Consulting services group, and an Adjunct Professor for Roosevelt University’s Chicago School of Real Estate. Mr. Munizzo has practiced in the Chicagoland market and surrounding states for over 40 years and has authored, co-authored, or edited over two dozen titles including the entire curriculum required for appraisal licensing and certification across the United States.

Larry Hoellwarth, is a Partner at Karbal, Cohen, Economou, Silk & Dunne, LLC. He has over 37 years of experience in professional liability coverage litigation, including reported appellate opinions on Prior Awareness coverage defense; rescission; no duty to defend during rescission action; and retroactive date enforcement. Mr. Hoellwarth also advises insurer clients on policy drafting, claims management oversight, and loss prevention strategies for national programs, including use of waivers and arbitration clauses.

Peter Philippi is Founder/Chairman at Strategex LLC. He has over 30 years of direct experience working with top level management to drive change, profitability, and growth. In his present role he manages a vast range of long-term client relationships and conducts 80/20 Seminars and Workshops across the country in both the manufacturing and service sectors. Mr. Philippi also works closely with client management teams to effect change, provide focus and ongoing direction for increased profitability and aggressive growth.

Joel D. Gonia, ASA-ARM & MTS/M&E, is a Senior Review Appraiser at KATS M & E, LLC. He has over three decades of experience within the valuation profession with a special focus in machinery & equipment appraisals for professional services providers servicing middle market firms. Mr. Gonia has been a designated member of ASA for 31 years, an active volunteer, an active volunteer with numerous leadership positions, including presently serving on ASA’s Appraisal Review & Management Discipline Committee as Vice Chair and ASA’s Budget and Finance Committee as a member.

John Russell, is Senior Director of Government Relations and Business Development for the American Society of Appraisers, where he is responsible for the advancement of legislative initiatives that benefit members and is responsible for seeking out opportunities to grow ASA’s influence, membership and revenue base in the U.S. and globally. He serves as the staff liaison to ASA’s PAC and Real Property Committee and is ASA’s representative to the Appraisal Foundation Advisory Committee. He has been with ASA for over 8 years. His vast government relations accomplishments along with his educational background and nearly 10 years professional experience, provides ASA with valuable strategic insight on issues that impact the appraisal profession. He has a Doctor of Jurisprudence degree from Syracuse University College of Law and a Bachelor of Art degree in Broadcasting and Mass Communications from State University of New York at Oswego.

Sharyn Fisk, is Director of Professional Responsibility for the Internal Revenue Service. She has extensive experience in the tax community, including having represented thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities. Ms. Fisk, a certified tax law specialist with the California State Bar, has also served as an adjunct professor teaching graduate and undergraduate level tax at several colleges and universities and recently concluded a term as a member of the IRS Advisory Council (IRSAC), as well as previously served as an attorney-advisor for the Honorable Maurice Foley, United States Tax Court in Washington, D.C.

Cheryl Teifer, is Director Field Operations Engineering in the Eastern Compliance Practice Area in the Large Business and International (LB&I) Division for the Internal Revenue Service, where she provides executive leadership to a national program with employees who serve as subject matter experts in the area of engineering, with several disciplines, real estate appraisals and valuation. The program provides technical expertise to support IRS compliance strategies. In this position, she coordinates complex tax administration services to meet the needs of large and mid-sized businesses and individuals with international activity. Prior to this assignment, Ms. Teifer served as the Director, Field Operations (Southeast) in the Eastern Compliance Practice Area in the Large Business and International (LB&I) Division.

Brendan O’Dell, is the Promoter Investigations Coordinator within the Office of the Deputy Commissioner, Services and Enforcement for the Internal Revenue Service. Mr. O’Dell is responsible for IRS-wide coordination of efforts to effectively and efficiently address promoters and return preparers of abusive tax schemes. From 2019-2020, Mr. O’Dell was a senior advisor to the Commissioner of the IRS’s Large Business & International Division. From 2016-2019, Mr. O’Dell was an attorney-advisor in the Department of the Treasury’s Office of Tax Policy. Before joining the government, Mr. O’Dell was in the private sector as an attorney practicing tax controversy and litigation in Washington, D.C.

*Presenters subject to change, please visit www.appraisers.org/asaic20 for latest line up.

Register now at appraisers.org/asaic20 or (800) 272-8258.

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Presenter Spotlight: 2020 ASA International Conference – Machinery & Technical Specialties Sessions

The ASA International Conference is the leading event for the global valuation profession. Backed by nearly a century of continued success, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel and more from all parts of the world.

Unlike any conference before, this year’s offering will be completely virtual, promising a fresh and innovative experience, where valuers will learn and connect with results. Attendees will save time and money with our online format; explore the latest ideas, trends and best practices with leading presenters; interact and engage with fellow professionals via e-networking opportunities. Don’t miss this future-changing experience.

Below is a spotlight of the event’s Machinery & Technical Specialties session presenters*:

Douglas Krieser, ASA, FRICS, is Managing Director of Valcon Partners, LTD. He has performed and supervised valuations and consulting projects on an international basis for over 30 years. His expertise is primarily machinery & equipment/personal property. However, he has broad experience in performing valuations and consulting projects for a variety of purposes. Mr. Krieser has been a designated member of ASA for 23 years, an active volunteer and is ASA’s immediate past International President.

Ned Persons is a director in the Valuation Advisory Services practice, based in the Duffs & Phelps Philadelphia office. Ned is part of the Machinery and Equipment practice, focused on the domestic and international markets for the technology, information, communication and entertainment industries. Ned has managed multiple tangible asset valuations for financial reporting and tax purposes, mainly in the telecommunication and technology industries. Specifically, he has been involved in purchase price allocations under IFRS and US GAAP and property tax valuations

John Ray is a Senior Vice President at BVA Group. He has 20 years of experience in the appraisal of personal property and improvements to leased property for financial and tax reporting, ad valorem tax, and insurable value purposes. Mr. Ray’s experience covers diverse industries, including oil and gas extraction and processing, mineral extraction and processing, petrochemicals, pharmaceuticals, and construction, as well as the electronics, transportation, agricultural, automotive, banking, consumer products, food and beverage, plastics and resins, primary metals, and pulp and paper industries.

Jack Young, ASA-ARM/MTS, CPA, is President/CEO of NorCal Valuation, Inc. He has over three decades of experience in equipment appraisal, expert witness and financial reporting services, including many years as an auctioneer and auction manager of business assets, machinery, equipment and personal property. Mr. Young has been a designated member of ASA for 11 years, an active volunteer, most notably serving as Chair of the Appraisal Review and Management Discipline Committee and President of the NorCal Chapter.

Larry L. Perdue, ASA, M.V.S., is Executive Director of Asset Appraisal Corporation. He has over thirty years of experience providing appraisals of a broad class of machinery and equipment asset classes, as well as providing services as a receiver/liquidator, expert witness, and related consulting. Mr. Perdue has been a designated member of ASA for 34 years, an active volunteer, most notably serving as Chapter President for the Oklahoma Chapter and as a member on the Machinery & Technical Specialties Discipline Committee.

R. Lee Robinette, ASA, is President of Collateral Evaluation Associates, Inc. He has over twenty five years of machinery & equipment and inventory appraisal experience. His firm specializes in appraising assets from a wide variety of manufacturing and industrial operations, as well as other more specialized or niche operations. Mr. Robinette has been a designated member of ASA for 32 years, an active volunteer and currently serves as a course developer and instructor.

Richard W. Gilmore, FASA, is a Senior Vice President at AgVisory. He has over four decades of experience in valuation and financial consulting, specializing in agribusinesses and agricultural related assets. Mr. Gilmore has been a designated member of ASA for 21 years, an active volunteer, most notably serving as Discipline Governor for the Board of Governors Committee and Chair of the Educational Foundation.

Jack Beckwith, ASA, is President of EAGI. He has over 44 years of broad experience in performing valuations and consulting in a variety of industrial, commercial and institutional properties, as well as being an expert witness. Mr. Beckwith has been a designated member of ASA for 24 years, an active volunteer and currently serves as ASA’s representative on the International Valuation Standards Committee.

Ryan Kinahan, ASA, CPA, is Managing Director of RK Valuation Advisory. He has over 13 years of experience in valuation, specializing in the valuation of fixed assets in a wide variety of industries. He has carried out valuations for clients across 35 countries and 45 U.S. States, including valuations for purchase price allocations, tax, financing, dispute and litigation, M&A advisory, restructuring, insurance, and impairments. Mr. Kinahan has been a designated member of ASA for 8 years and a volunteer, presently serving as Secretary on the Machinery & Technical Specialties Discipline Committee.

Raymond Moran, ASA, MRICS, is CEO of MG Valuation, LLC. He has 34 years of experience in performing valuations for financial and tax reporting, litigation support, bankruptcy and restructuring, and cross-border valuations. In his present role, he services clients in in fifteen countries with real estate, machinery & equipment, and business valuation capabilities in the Americas, EMEA and Asia/Pacific. Mr. Moran has been a designated member of ASA for 31 years, and a volunteer having served on the Machinery & Technical Specialties Discipline Committee.

Peter Philippi is Founder/Chairman at Strategex LLC. He has over 30 years of direct experience working with top level management to drive change, profitability, and growth. In his present role he manages a vast range of long-term client relationships and conducts 80/20 Seminars and Workshops across the country in both the manufacturing and service sectors. Mr. Philippi also works closely with client management teams to effect change, provide focus and ongoing direction for increased profitability and aggressive growth.

*Presenters subject to change, please visit www.appraisers.org/asaic20 for latest line up.

Register now at appraisers.org/asaic20 or (800) 272-8258.

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Presenter Spotlight: 2020 ASA International Conference – Business Valuation Sessions

The ASA International Conference is the leading event for the global valuation profession. Backed by nearly a century of continued success, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel and more from all parts of the world.

Unlike any conference before, this year’s offering will be completely virtual, promising a fresh and innovative experience, where valuers will learn and connect with results. Attendees will save time and money with our online format; explore the latest ideas, trends and best practices with leading presenters; interact and engage with fellow professionals via e-networking opportunities. Don’t miss this future-changing experience.

Below is a spotlight of the event’s Business Valuation session presenters*:

Bradford Cornell is Emeritus Professor of Finance at UCLA. He has nearly 40 years of experience teaching economics and finance at prestigious universities like UCLA, USC and Caltech; and considered one of the world’s leading experts in the development of valuation theory and its application to legal analysis, investment, and appraisal. Mr. Cornell also has considerable professional experience as an advisor to investment firms, a financial consultant, and as an expert witness in high-profile litigation in dozens of cases. His financial and valuation models have played a significant role in the outcomes of those cases and are frequently cited in judges’ decisions.

John Taylor, ASA, is Managing Director at Houlihan Lokey Financial Advisors, Inc. He has over three decades of experience in appraisal, valuation and damages; and specializes in complex analyses with a multidisciplinary approach, as well as in providing litigation support related to fair value disputes, minority-interest buyouts, bankruptcy proceedings, management efficacy, damages analysis, and royalty disputes. Mr. Taylor has been a designated member of ASA for 27 years, an active volunteer with multiple leadership positions, including most notably serving as Chair of ASA’s Appraisal Review & Management Discipline Committee.

Yuka Itami, ASA, is Senior Vice President at Houlihan Lokey Financial Advisors, Inc. She has extensive experience providing financial analysis and litigation support related to management buyouts, joint venture disputes, bankruptcy proceedings, management efficacy, damages analysis, and contract compliance/royalty disputes. In her present role she specializes in corporate financial advisory, expert witness, and dispute resolution services. Ms. Itami has been a designated member of ASA since 2019.

Brian Pearson, ASA, is a Managing Member at Valuation Advisors, LLC. He has over 30 years of experience conducting valuations of privately held businesses for a wide range of financial and tax transactions, including for estate and gift taxes, mergers and acquisitions, matrimonial matters, fairness opinions, business corporation law, buy/sell agreements, incentive compensation plans, shareholder/partner planning, shareholder/partner disputes and various other employee, tax, and litigation matters. Additionally, he also works with public and non-public companies on fair value reporting issues such as purchase price allocations and goodwill impairment testing. Mr. Pearson has been a designated member of ASA for 25 years.

Joseph Thompson, ASA, is a Director at The Griffing Group. He has over 15 years of experience as a professional in the finance industry, and has performed valuation and damages analyses for purposes of commercial litigation, estate and gift taxation, employee stock ownership plan compliance, and purchase price allocation. Additionally, he has been retained to provide expert witness testimony for plaintiffs and defendants in a number of jurisdictions. Mr. Thompson has been a designated member of ASA for 11 years.

David Neuzil is a Consultant at The Griffing Group. He has over a decade of experience in financial services covering a wide range of industries, including software, technology, financial services, energy, heavy manufacturing, communications, retail, distribution, real estate, food services and others. In in present role he provides valuation and damages analyses for purposes of commercial litigation, estate and gift taxation, employee stock ownership plan compliance, and marital dissolution.

Roger Grabowski, FASA, is Managing Director at Duff & Phelps. He has over 40 years of experience in valuation services, and has directed valuations of businesses, interests in businesses, intellectual property, intangible assets, real property and machinery and equipment, as well as been recognized in various courts as an expert on matters of solvency, the value of closely held businesses and business interests, valuation and amortization of intangible assets and other valuation issues. Mr. Grabowski has been a designated member of ASA for 43 years.

Ashok Abbott, Ph.D., is an Associate Professor of Finance at West Virginia University. He has nearly 30 years of experience in academia, industry and litigation consulting; and has extensively presented at national and international finance and valuation conferences, as well been published in refereed scholarly finance research journals. Mr. Abbott’s specialty areas include: premiums and discounts in business valuation assignments, active and passive appreciation in business value during marriage; while his event studies include: economic impact, discounts for lack of liquidity, lack of marketability, lack of control and merger premia.

Gil Matthews is Chairman Emeritus and Senior Managing Director at Sutter Securities, Inc. He has over five decades of experience in investment banking, having worked with a wide variety of clients in mergers, acquisitions and divestitures, friendly and unfriendly tender offers, public and private offerings of securities, recapitalizations, bankruptcy and other financial restructurings, and international transactions. Mr. Matthews has testified as an expert with respect to investment banking practice, corporate valuation, fairness, and other issues in numerous Federal and state courts and before regulatory agencies.

Anthony S. Kelly is a Partner at Dechert LLP. He has nearly two decades of experience in financial services anti-corruption investigation, litigation and enforcement. His background in supervising investigations of misconduct by investment advisers and service providers to mutual funds, ETFs, hedge funds, private equity funds and other investment products has paved the way to his present practice focus on trial, investigations and securities litigation with an emphasis on matters concerning the asset management industry. Mr. Kelly has received multiple awards for his exemplary commitment and performance in enforcing federal securities laws.

Natalie Hoyer Keller is a Partner/Tax at Kirkland & Ellis LLP. She has over three decades of experience in tax and related litigation. Her present practice focus covers all aspects of tax controversies, including IRS audits, IRS appeals and litigation, as well as providing advice to U.S. and foreign multinational clients on intercompany transfer pricing planning and compliance, resolution of transfer pricing audits, competent authority and advance pricing agreements. Ms. Keller has received numerous professional recognitions and awards.

John Buley is Professor of the Practice of Finance at Duke University, Fuqua School of Business. He has nearly four decades of experience in corporate finance with advisory and leadership roles specializing in the capital markets, commercial banking, investment management, mergers and acquisitions, private placements and loan syndications. In his present role, Mr. Buley teaches Project Finance, Energy Finance, Corporate Restructuring, Advanced Seminar in Social Entrepreneurship and the Consulting Practicum.

Antonella Puca, CPA/ABV, CFA, CEIV, is a Senior Director at Alvarez & Marsal Valuation Services LLC. She has more than 20 years of experience in the alternative investment industry. She has particular expertise in providing valuations of early stage companies at fair value to private equity funds and hedge funds, including the use of option pricing models and Monte Carlo Simulation. Ms. Puca also has extensive experience in the valuation of financial instruments of privately-held companies, including term loans, convertible bonds, stock options, warrants, SAFEs, as well as common and preferred stock, and contingent consideration (earnouts and clawbacks).

Roger G. Ibbotson is Professor in the Practice Emeritus of Finance, Yale School of Management and Chairman of Zebra Capital Management. He has over five decades of experience in finance and academia with extensive writing, lecturing and research on capital market returns, cost of capital and international investment. He is also founder, advisor and former chairman of Ibbotson Associates, now a Morningstar Company. Mr. Ibbotson serves on numerous boards, has received numerous professional recognitions and awards and is a frequent speaker at universities, conferences, and other forums.

Vanessa Claiborne, ASA, is President & CEO of Chaffee & Associates, Inc. She has over three decades of experience in accounting and valuation, with a focus in business valuation services primarily for estate and gift taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, business interruption claims, litigation support including expert testimony, exit planning, and shareholder transactions and restructuring. Ms. Claiborne has been a designated member of ASA for 26 years, and an active volunteer, most notably serving as President for the ASA New Orleans Chapter and Regional Governor for the ASA Board of Governors.

Hillary Hughes, ASA, is a Director at Prairie Capital Advisors, Inc. She has over 13 years of experience in finance specializing in the valuation of businesses and business interests for purposes of mergers and acquisitions (M&A), ESOPs, gift and estate planning and strategic planning. She also is a frequent speaker in forums around the country on topics including valuation, ESOPs and ownership transition planning; and has receive multiple professional recognitions and awards. Ms. Hughes has been a designated member of ASA for 10 years.

Erin Hollis, ASA, is a Managing Member of AIW, LLC. She has two decades of experience in valuation services in both the United States and Canada focusing on transfer pricing, including the analysis of cross-border intercompany transactions for multinational companies involving tangible goods, services, and intangible properties using advanced economic and valuation models. Ms Hollis also has provided expert testimony, spoken at national conferences and published articles in leading trade journals. She has been a designated member of ASA for 13 years, an active volunteer, most notably serving as President of ASA’s Chicago chapter and Vice Chair of ASA’s Business Valuation Discipline Committee.

James Harrington, is a Director at Duff & Phelps LLC. He is an experienced and accomplished business communications expert, specializing in valuation research and reports. In his present role, he provides technical support on client engagements involving cost of capital and business valuation matters and is a leading contributor to his firm’s efforts in the development of studies, surveys, online content and tools and valuation models.

Carla Nunes is a Managing Director at Duff & Phelps LLC. She has nearly three decades of experience in valuation, financial and tax reporting, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning. Ms. Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues.

Daniel R. Van Vleet, ASA, is Managing Principal at The Griffing Group. He has more than 30 years of experience in providing valuation opinions and expert witness testimony in a broad range of industries for a broad variety of purposes. Additionally, he has published lectured, and presented numerous advanced education seminars on the topics of business valuation, pass-through entity valuation, controversy and transaction advisory services. Mr. Van Vleet has been a designated member of ASA for 25 years, an active volunteer, most notably serving as ASA International President.

Anthony Banks, ASA, is a Director at Marcum LLP Taylor. He has over 15 years of experience in business valuation, trial support, investment research and financial analysis. In his present role, his areas of responsibilities include business valuations for estate and/or gift tax purposes and litigation, as well as lost profit calculations and due diligence investigations. Mr. Banks has published multiple articles and presented at profession focused seminars. He has been a designated member of ASA for 19 years.

Taylor Rosanova is a Senior Manager at Marcum LLP. He has over 7 years of experience in the appraisal of business enterprises, ownership interests, intangible assets and various equity and liability securities. He has worked for both private and public clients across a variety of industries, performing numerous valuations for mergers and acquisitions, litigation support, strategic planning, and tax reporting. Mr. Rosanova has also participated in appraisals involving worldwide business enterprises ranging in value from less than $10 million to greater than $2.5 billion.

Joy Sy is a Supervising Project Manager at the FASB. She has nearly two decades of experience in accounting, specializing in auditing, management, policy and advisory related services. Ms. Sy has designed, led and completed numerous large complex projects.

Marina Kagan is a Director at PwC. She has 16 years of experience as an analytical professional with a strong capital markets background, leading teams and building complex quantitative models. Ms. Kagan also has experience in data analytics, risk management, and valuation.

Amir Alerasoul is a Vice President at Valuation Research Corporation. He has approximately 15 years of experience in valuing complex derivatives as well as business entities and interests. In his current position he oversees the valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. Mr. Alerasoul also has significant experience in the valuation of exotic equity derivatives.

Ryan Gandre is a Managing Director and Corporate Valuation Advisory Leader at Stout Risius Ross LLC. He has more than 15 years of experience providing a broad range of business valuation and financial advisory services for public and large private enterprises, and specializing in the valuation of debt and equity instruments, enterprise and legal entity valuations, and intangible asset valuations for tax planning and compliance and financial reporting purposes. Mr. Gandre is also well versed in valuation and accounting guidance related to business combinations, impairment testing, stock-based compensation, and other Fair Value measurements.

Adam Smith is a Managing Director with nearly 20 years of valuation experience. He has performed valuations of businesses, business interests, intangible assets, economic damages, derivatives, and lost profits. His experience includes preparing valuations for a wide range of purposes including financial reporting, litigation support, corporate planning and consulting, mergers and acquisitions, estate and gift tax reporting, and employee stock ownership plans.

David Polan, CFA, CPA is a PwC Deals – Valuation, Senior Manager at PwC. He has over a decade of experience in accounting and valuation, focusing on litigation support, assurance and valuation. In his current capacity Mr. Polan prepares and reviews valuations of businesses, assets, liabilities, debt, and other financial instruments for financial reporting, tax, litigation, and transactions.

Mark Zyla, ASA, CPA/ABV, CFA, is Managing Director at Zyla Valuation Advisors LLC. He has over 35 years of experience in business valuation and litigation services, with a particular focus on valuation issues in financial reporting, litigation consulting and valuation issues in tax reporting requirements. He is a frequent presenter, author and instructor on valuation issues. Mr. Zyla has been a designated member of ASA for 29 years, an active volunteer and currently serves on ASA’s Business Valuation Discipline Committee as a Member At-Large.

*Presenters subject to change, please visit www.appraisers.org/asaic20 for latest line up.

Register now at appraisers.org/asaic20 or (800) 272-8258.

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Presenter Spotlight: 2020 ASA International Conference – Appraisal Review & Management Sessions

The ASA International Conference is the leading event for the global valuation profession. Backed by nearly a century of continued success, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel and more from all parts of the world.

Unlike any conference before, this year’s offering will be completely virtual, promising a fresh and innovative experience, where valuers will learn and connect with results. Attendees will save time and money with our online format; explore the latest ideas, trends and best practices with leading presenters; interact and engage with fellow professionals via e-networking opportunities. Don’t miss this future-changing experience.

Below is a spotlight of the event’s Appraisal Review & Management session presenters*:

Robert Schlegel, FASA, is Principal at Houlihan Valuation Advisors. He has over 30 years of experience in business appraisal, with extensive work in marital and partnership dissolutions, estate planning, market studies, statistical analysis, and forensic accounting; and also has testified as an expert, authored/instructed training courses and served as an arbitrator. Prior to his business career he served in the USMCR until retiring as a Lt. Colonel. Mr. Schlegel has been a designed member of ASA for 29 years, an active volunteer with numerous leadership positions, including most notably serving as International President.

Ernest A. Demba has been designated with senior appraisal designations: FASA, FASA-R-P, FASA-ARM-R-P, FRICS, CVS, and IFAS. He is certified by Missouri and Illinois and Michigan as a Certified General Real Estate Appraiser and is licensed as a Registered Professional Engineer in Missouri. (PE). Mr. Demba’s college education includes a BSEE degree, an MS degree in engineering and an MBA degree. In January 2009, Mr. Demba was voted a Life Membership in the American Society of Appraisers. Mr. Demba is also an AQB Certified USPAP Instructor by the Appraiser Qualifications Board of The Appraisal Foundation.

Mel M. Justak is a Partner at Reed Smith LLP. He has nearly 20 years of experience in estate and gift tax where he advises clients on sophisticated planning, implementation and administration matters, as well as a range of charitable giving techniques. Mr. Justak has represented clients before the Internal Revenue Service and other various state tax agencies. He was also recognized as a “Rising Star” by Illinois Super Lawyers for 2009-2011.

John C. Sciaccotta is an attorney at Aronberg Goldgehn. He has more than thirty years of experience in trial, litigation, arbitration, mediation, business divorce and business law. Mr. Sciaccotta is also an experienced AAA Commercial Arbitrator and also serves as a Mediator for disputes. He serves on his Firm’s Marketing Committee & Chairs the Firm’s Commercial Litigation Marketing group.

Raymond Rath, ASA, is Managing Director at Globalview Advisors LLC. He has more than thirty years of experience in financial valuation specializing in the valuation of businesses, securities interests and intangible assets; as well as performing valuations for financial and tax reporting, transactions and litigation projects. Mr. Rath has been a designated member of ASA for 36 years, an active volunteer with numerous leadership positions, including presently serving on ASA’s Board of Examiners as Vice Chair-ARM and Appraisal Review & Management Discipline Committee as Member-At-Large.

Andrew Ciocca is a Managing Director for Valbridge Property Advisors. He has worked for ELSA and was hand picked for his expertise in specialty appraisal valuations for jewelry, furniture, antiques and other collectibles. He helps oversee every aspect of valuation accommodating the needs and schedules of executors, professionals, family and owners without sacrificing quality of valuation in several disciplines.

Gary K. DeClark, MAI, CRE, FRICS, R/W-AC, is Senior Managing Director and Principal at Valbridge Property Advisors. He has nearly 40 years of experience in real estate, where he has focused on conducting conventional appraisal work for financing and portfolio review, as well as unique and unusual valuation assignments to support litigation activities. Mr. DeClark is presently focused on the expansion of his practice to include non-appraisal analysis related counseling work.

Matthew Lubawy, MAI, CVA is a member of the Appraisal Institute; Past President of the Las Vegas Chapter of the Appraisal Institute; Chairman of the Board for Nevada State Development Corporation; Current President of the Durango Business Park; President of Lubawy & Associates. His specialties are: Real Estate Appraisal and Consulting, Business Valuation, Fractional Interest Valuation, as well as Machinery and Equipment Valuation 

Jeffrey W. Brend, ASA, CPA/ABV, CFE, CFF, AAML is an Attorney at Levin & Brend, P.C. He has over 20 years of experience in mediation and family law; additional specialties in financial mediation, forensic accounting and business valuation; and named a LexisNexis Martindale-Hubbell AV-rated attorney and a 2007-2016 Illinois Super Lawyer. Mr. Brend has been a member of ASA for 23 years.

Craig M. Capilla is an Attorney at Franklin Law Group. He has over a decade of experience in professional liability. In his present role as trial lawyer, he has defended individuals and businesses in a wide range of civil matters including numerous residential and commercial appraisers and appraisal firms accused of negligence or improper activity in their valuation services. Mr. Capilla has been recognized as a “Rising Star” by Illinois Super Lawyers for 2018-2020.

Larry Hoellwarth, is a Partner at Karbal, Cohen, Economou, Silk & Dunne, LLC. He has over 37 years of experience in professional liability coverage litigation, including reported appellate opinions on Prior Awareness coverage defense; rescission; no duty to defend during rescission action; and retroactive date enforcement. Mr. Hoellwarth also advises insurer clients on policy drafting, claims management oversight, and loss prevention strategies for national programs, including use of waivers and arbitration clauses.

Adam Massey is a first-chair trial attorney with significant experience representing both plaintiffs and defendants in state court, federal court, and arbitration proceedings throughout Texas. His work focuses primarily on complex commercial and tort litigation, including matters involving contract and breach of warranty disputes, all aspects of the upstream oil and gas industry, construction defects, personal injury claims, and products liability claims.

Joel D. Gonia, ASA-ARM & MTS/M&E, is a Senior Review Appraiser at KATS M & E, LLC. He has over three decades of experience within the valuation profession with a special focus in machinery & equipment appraisals for professional services providers servicing middle market firms. Mr. Gonia has been a designated member of ASA for 31 years, an active volunteer, an active volunteer with numerous leadership positions, including presently serving on ASA’s Appraisal Review & Management Discipline Committee as Vice Chair and ASA’s Budget and Finance Committee as a member.

*Presenters subject to change, please visit www.appraisers.org/asaic20 for latest line up.

Register now at appraisers.org/asaic20 or (800) 272-8258.

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Message from the CEO

ASA’s CEO letter to members and friends

During the progression of Phase 1 of reopening ASA HQ, I’ve had the pleasure of working from the office this past month. It was a great feeling to be back at my desk and knowing we are on the path of getting our staff together again.

As we start our new fiscal year, developments continue within ASA. Building and maintaining long term cooperative relationships, particularly through the exchange of professional knowledge and development is a critical component of ASA’s mission. It has also been a major contributor in the growth and global recognition of the Society’s brand and reputation for excellence.

 

I’ve been working diligently on establishing more partnerships for ASA and I’m proud to announce that the American Society of Appraisers has signed a Memorandum of Understanding (MOU) with the Singapore Accountancy Commission (SAC). Through this strategic partnership, we will continue to develop our business valuation professionals even further on a global basis.

 

In addition, this past month we’ve also signed an MOU with Nigerian Institution of Estate Surveyors and Valuers (NIESV). ASA values its past history of joint educational programing with NIESV, and the working together to share valuation industry standards and research. The signing of the MOU will continue this and expand further by exploring future opportunities. Key objectives outlined in the MOU will focus on the areas of curriculum cooperation, recognition, continuous professional development, conferences, events and webinars and thought leadership.

 

In other news, I’ve been appointed to The Appraisal Foundation (TAF) Diversity Taskforce. This is the perfect opportunity to not only share what ASA has been doing to support the initiative, but it allows us to make a greater impact on the profession as a whole. I am looking forward to raising awareness, offer guidance to the organization and its members, and to participate in purposeful dialogues and activities. The task force’s work will help advance the organization’s goals to increase diversity, equity and inclusion in the membership and leadership, which is a great opportunity to show our profession that The American Society of Appraisers is aligned with this mission.

 

I was also asked to participate in recent Corporate Jet Investor Global 2020 virtual event on behalf of ASA to represent MTS aircraft valuation program. I had the honor to join 850 other leaders in business aviation across the globe to discuss the benefits of being a member of ASA in addition to discussing with the other panelist the current environment our members are working in. We’ve since then added class ME201- Aviation Specific Class  in October to accommodate this rapid growing industry.

Distance education is rapidly changing due to changes in technology and the recent migration to synchronous distance education because of the coronavirus pandemic. I am scheduled to participate in The Appraiser Qualifications Board (AQB) Forum: The Future of Distance Education webinar where the AQB will listen to discussions from Professional Society Education Providers, Proprietary Education Providers, and Regulators/Certifiers to learn more, and whether there are needed edits to the distance education requirements in the Real Property Appraiser Qualification Criteria.

This month has been filled with some major advancements and promise for the future. I have nothing but high hopes for ASA as we continue our progression of making the American Society of Appraisers known as the most preeminent organization for professional appraisers worldwide.

 

Check out ASAE’s article, ‘Quarantine Lessons: What Associations Can Learn About Connection and Innovation’ where I spoke about what ASA has done to weather the storm for its members.

 

In case you missed it, I also participated in a webinar with John Forbes, Principal at Balanced Growth Consulting on the topic of Professional Associations and the New Normal.  We discussed how to navigate successfully through these unprecedented times through lessons learned throughout our careers with managing member-based organizations.

To read more about my travels and other important news visit my Message from the CEO column on ASA’s Blog, or follow me on Twitter @johnniewhiteCEO and LinkedIn: www.linkedin.com/in/johnnniewhiteceo for more ASA updates.

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Member Spotlight – ASA Member Awarded Government Tender in Israel

Ran Greenberg, ASA, Principal Appraiser at GMT – Greenberg Machine Tools Ltd., Tel Aviv – Israel recently was awarded a government tender in Israel to value government assets all around the country.

For the first time since its establishment, Israel will undergo a detailed effort to determine the value of its property. Such has never been performed at the national level. According to Inbal, the government insurance company, the project will allow the government to obtain a comprehensive picture of the value of state property, and to purchase more correct and accurate reinsurance for government property. A secondary objective will be to compensate, if necessary, damaged government bodies and in relation to the exact value, thus helping the various units to repair damage as quickly as possible in order to allow a return to routine in cases of war or force majeure.

To learn more about this opportunity, we reached out to Ran for more details:

What can you share with us about your new assignment?

RG: I was awarded a large government tender in Israel for the valuation of government assets, including hospitals, police stations, jails, complex installations, etc. Last year I did huge project for few months valuing the complete Israel military Industry. This new government assignment plan to take few years.

How did your recent attendance in ASA’s ME213-OOO – Valuation Principles to Value Healthcare Facilities & Equipment training course help prepare you for this opportunity?

RG: The tender application/selection process took five months to complete. During this time I received an e-mail promotion from ASA offering the new course about a month before the tender was finalized/announced in Israel. It was perfect timing for me. I got a lot of important information in the course, Jack is a great teacher! I have fully prepared and confident to start this big project.

Did your ASA credential and membership help play a role as well?

RG: As the only Israeli with the ASA MTS designation in Israel, I believe my professional development, endorsement and affiliation with ASA played an important role in my consideration and acceptance.

What advice can you share with other aspiring appraisers in your country to help prepare them for other similar opportunities?

RG: My advice to my fellow appraisers: invest in your training. The money spent on training is not a cost, but rather an investment!

While earning my ASA credential back in 2016, I tried to make my learning curve as short as possible and took almost every MTS webinar offered during that time.

RG: Although I took all these webinars with no specific intention of specializing in the medical field, I was able to leverage my professional development for this specific tender by showing my training certificates of courses taken relating to the medical field, including ME213 Healthcare, ME145 Radiology, ME142 Ambulatory and ME155 Healthcare.

Ran Greenberg, ASA, is Principal Appraiser at GMT – Greenberg Machine Tools Ltd., in Tel Aviv – Israel. He has over 20 years of experience in the Machinery & Technical Specialties in the Israeli industry having worked with wide and diverse group of clients, including: leading metal and plastic factories, Ministry Of Defense, Israel Electric Company, Israel Aircraft Industry, Israel Military Industry, Rafael, stock holders, construction .builder, cellular engineering companies, etc. Mr. Greenberg has mechanical engineering B.Sc an M.B.A degrees, and has been a designated member of ASA for the past four years.

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The Key to a Legitimate Appraisal: Learn How to Identify and Methodize the Impacting Factors of Economic Lives

Webinar: Perform Effective Appraisals by Understanding How Economic Lives of Assets Are Developed

What is a Remaining Economic Life how can you effectively determine it for both tangible and intangible assets? Take this course to learn more

Since all business combinations and asset impairment studies require a Fair Value appraisal of the assets, it is imperative for esteemed appraisers to be able to determine the remaining economic lives of the assets; which will be taught by a top leader in the profession when you take this course.

Our expert instructor will discuss the many factors that impact economic lives while giving you the necessary techniques to contrive for them.

This includes:

  • Economic/External Obsolescence
  • Technological Obsolescence
  • Functional Obsolescence
  • Competition Government/Regulatory Mandates

If you are: an appraiser of high-tech M&E (or any field subject to rapid technological advancement); an accountant; an economic life/fair value analyst, or an analyst needing reliable estimates of economic lives and remaining economic lives; you will need to attend this webinar in order to maintain your credible knowledge, ability and status in valuation.

This webinar provides an overview of the LifeCycle Process commonly used by economic life experts to objectively estimate the economic life of property, plant, and equipment. Students will also get an introduction to technology substitution analysis where you will learn how to combine two or more LifeCycle curves into a composite LifeCycle curve, and how the depreciation tables (percent good factors) are developed.


ME159: Fundamentals of Economic Life Development
Wednesday, Dec 16, 2020 1pm – 3pm
Members $79 Non-members $119

Stephen L. Barreca , ASA | Founder & President | BCRI Valuation Services, BCRI Inc.

Mr. Barreca has conducted economic life analysis for over 35 years. He has developed and taught economic life development training for the last 25 years; and his firm publishes economic life and depreciation tables annually for over 15 years. Mr. Barreca is a long-standing member of ASA, IAAO, SDP, IEEE, and other professional organizations. He is a past president of the AL & MS Chapter of the ASA, and past president of the SDP. Mr. Barreca is an Accredited Senior Appraiser (Retired) with the ASA, Certified Depreciation Professional with the SDP, and a licensed Professional Engineer.

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Boston Area Real Property Appraiser Takes Office for Leading Global Valuation Professional Organization

Lorrie Beaumont, ASA, RA, Certified Residential Appraiser, owner of Westwood, Massachusetts based LB Appraisal Associates, Inc, began her one-year term as International President for the American Society of Appraisers effective July 1, 2020.

In preparation for her service, she and ASA CEO, Johnnie White participated in the recent ASAE CEO Symposium in Orlando, FL. This 2-day executive training event hosted by the American Society of Association Executives provided advanced insight into defining annual priorities and determining how to work better together. It also explored challenges facing contemporary association leaders and highlighted the value of informed policy and strategy as primary tools of the leadership team.

Ms. Beaumont has been appraising since 1980 and established her practice in 1988. She completed her required course of study for licensure from the Massachusetts Board of Real Estate Appraisers, the Appraisal Institute and the American Society of Appraisers.

She has served on the executive board of the Massachusetts Board of Real Estate Appraisers (MBREA), culminating her term as President of the association in 2006. She completed her four year term as Chair of MBREA’s Education Committee in 2015. She has also been an active member of ASA for more than 30 years, most notably serving as Boston Chapter President from 2001-2002, Real Property Discipline Governor for ASA’s Board of Governors from 2011 to 2015 and International Secretary/Treasurer and Vice President for ASA. She was also previously a member of ASA’s Board of Examiners and Strategic Planning Committee.

Ms. Beaumont holds an Accredited Senior Appraiser (ASA) designation from ASA, a Residential Appraiser (RA) designation from MBREA and is a state-certified residential appraiser in Massachusetts. She developed courses and taught them for the MBREA. She has written numerous articles for the New England Real Estate Journal, contributed editorials as a member of the Banker and Tradesman’s Advisory Board, and served as the MBREA representative on The Appraisal Foundation’s Advisory Council (TAFAC) for six years.

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Message from the CEO

ASA’s CEO letter to members and friends

While Northern Virginia enters Phase 2 of the “Forward Virginia” plan, we have begun Phase 1 of reopening the office for our staff as of Monday, June 15, 2020. ASA has opened its doors to its staff, but it hasn’t been made a requirement for employees to return to the office at this time. Operations will be continued through a hybrid model throughout the summer or until further notice.

We’re very encouraged by the gradual reopening of ASA, but our main concern continues to be the health and well-being of our staff. To that extent, ASA and all employees are taking the proper precautions to help prevent exposure and the spread of the virus to our coworkers.

As with everything else, reopening our office will come in phases and we are hopeful that we will all be back at the office in the normal swing of things soon. In the meantime, I am grateful to have the opportunity to check in with the ASA staff face to face again, even if by maintaining a 6ft distance and wearing face masks while interacting.

Though we will only have a small amount of staff working in the office at a time this summer while the others remain working from home, I am confident that we will continue bringing the American Society of Appraisers into new heights.

In other news, I have been very busy virtually sharing important ASA updates with various groups this month.

On June 18th, I had the honor of attending ASA’s 9th Annual (1st Virtual) Fair Value Conference. Some highlights of what I spoke about include: partnering with Shannon Pratt on his 6th Edition of Valuing a Business, ASA’s Education Foundation backing our Fundraiser to help provide support to families of appraisers that have passed due to COVID19, ASA filing an amicus brief on behalf of its defendants in an ongoing ESOP case, and the progress we have made regarding CEIV.

I similarly participated in a recent virtual happy hour hosted by ASA’s Connecticut Chapter with our Chapter and Government Relations Specialist, Justin Kane and our ARM/BV/MTS Marketing Account Manager, Jessica Wilhelmy on June 16th where I spoke about the gradual reopening of the office. We were also joined by prominent branding coach, Rob Genovesi, who led the discussion on the importance of company branding and strategic ways to set yourself apart from other competitors. It was great to see the Connecticut Chapter putting forth this innovative idea to host a virtual happy hour for their chapter.

Though some states have lowered their social distancing restrictions, the regard for our member’s health and safety is still our leading concern, so we will continue hosting our educational offerings, meetings, and networking events virtually throughout the rest of the year.

I look forward to when our whole Community can meet face to face again; but being able to continue holding these stellar events, allowing myself and all ASA members from around the world come together and meet virtually from home, has made me feel more connected to ASA than ever. I truly appreciate everyone who has been able to attend our live virtual events and am proud to be part of such a strong society.

I am energized by the start of Phase 1 in reopening our office, and I look forward to continue seeing everyone at ASA’s upcoming virtual events.

To read more about my travels and other important news visit my Message from the CEO column on ASA’s Blog, or follow me on Twitter @johnniewhiteCEO and LinkedIn: www.linkedin.com/in/johnnniewhiteceo for more ASA updates.

 

Johnnie White, CEO

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9th Annual Equipment Evaluation Conference Recap

American Society of Appraisers hosted its 9th Annual and 1st Virtual At-Home Edition ASA Equipment Valuation Conference on Tuesday, June 2, 2020.

“It was amazing to participate in the EVC and seeing the outstanding speakers and participation from attendees around the world.  These types of events are just what we need during these unprecedent times. Glad I was part of it.” Johnnie White, CEO

ASA’s President Douglas Krieser, ASA, FRICS; ASA’s CEO Johnnie White, CAE; Karen Milan, ASA; Matt Kaufman, ASA; R. Lee Robinette, ASA; John Russell; Jack Beckwith, ASA; Thomas G. Haren; and Kurt J. Rankin addressed 74 attendees to discuss:

  • Machinery and technical specialties issues surrounding COVID-19.
  • Regional, national and international economic updates for 2020 and beyond.
  • Drone Technology and how that is being used in appraisals.
  • Healthcare challenges, legal issues, and terminology pertinent to this industry.
  • Why federal legalization of hemp is not as simple as it first sounds, how states are taking the lead on marijuana reform, and why the federal government may not be far behind.

    (click on the links above to view the slideshows)

The conference was followed by a virtual happy hour, which offered an opportunity for attendees to enjoy time to networking and participate in trivia games.

We’d like to thank everyone who joined us for this event, allowing our annual conference to continue, no matter the circumstance. We were pleased to have such a great turnout as we continue adapting to this changing environment and showing just how strong ASA is!

The primary goal of this conference was to bring together global MTS Appraisal leaders and professionals as well as friends and partners of ASA from around the world in an open dialogue, to discuss the trends, challenges, and pertinent information in Machinery & Technical Specialties Appraising. We believe that our diverse and dynamic group of speakers and panelists provided in-depth insight, as well as, actionable and practical tools to strengthen skillsets.

We’d like to extend a big thank you to our presenters:

Kurt J. Rankin; Vice President and Economist of The PNC Financial Services Group. Kurt is responsible for contributing to PNC’s regional, national and international economic analysis, including coverage of metropolitan area economies throughout PNC’s midwestern footprint.

Matt Kaufman, ASA; is Principal of Spearhead Valuation Group. Matt has been a designed member of ASA since 2013, an active volunteer and currently serves as the ASA Equipment Valuation Conference Chair.

Jack Beckwith, ASA; is Managing Director and President of EAGI. Jack currently serves on the IVSC’s Advisory Forum as ASA’s Representative and is a Senior Instructor teaching MTS Principle of Valuation courses.

Thomas G. Haren; is a Partner with Frantz Ward LLP. Thomas
represents growing businesses at each stage of their development, and is regularly asked to serve as outside general counsel for his clients.

Please visit our Flickr account for more pictures of our event!

…And to our sponsors:


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