Additional Education

Take advantage of even more educational opportunities while in Boca Raton. Arrive a few days early and hone your skills with one of these popular courses being offered in conjunction with the conference. Additional fees apply.

BV202-OOO - Introduction to Business Valuation, Income Approach Course Date: September 8-11, 2016

Member: $1,170
Non-Member: $1,420
Category: Business Valuation
Continuing Education: up to 30
Level: Fundamental
Register Here

BV202 was designed to build upon the learning outcomes achieved in BV 201 by adding the income approach to the student's skill set/ toolbox. This course places heavy emphasis on the three key variables of a valuation (regardless of whether the valuation is concerning fair value for financial reporting, fair market value for litigation or tax-related valuations): Benefit Streams; Risks (i.e., discount rate); and Growth.

Students will be provided with the core concepts necessary for them to immediately apply the income approach without regard to the specific standard of value or purpose for the valuation. 

BV204-OOO - Advanced Topics in Business Valuation

Course Date: September 8-11, 2016
Member: $1,170
Non-Member: $1,420
Category: Business Valuation
Continuing Education: 27
Level: Fundamental
Register Here

This capstone course applies the general valuation theory and principles learned in BV201, BV202 and BV203 and introduces the student to a variety of advanced valuation applications.  This course is presented in ten (10) chapters covering the following topics:  
•    Pass-Through Entities
•    Intangible Assets
•    Non-US Cost of Capital
•    Fairness Opinions
•    Solvency Opinions
•    Value Allocation in a Complex Capital Structure
•    Employee Stock Ownership Plan Valuation
•    Valuation of Debt and Preferred Stock
•    Litigation Services
•    Advancement and Accreditation

BV301-OOO - Valuation of Intangible Assets

Course Date: September 8-11, 2016
Member: $1,170
Non-Member: $1,420
Category: Business Valuation
Continuing Education: 27
Level: Advanced
Register Here

This course focuses on key principles and real world applications in the valuation of intangible assets.  This four-day course includes internationally recognized guidance developed for the valuation of intangible assets in a financial reporting context including audit requirements for fair value matters. 

ME202-OOO – Machinery and Equipment Valuation Methodology

Course Date: September 8-11, 2016
Member: $1,195
Non-Member: $1,345
Category: Machinery & Technical Specialties
Continuing Education: 27
Register Here

This course explores in depth the ideas introduced in MTS201 and provides students with a better understanding of the types of value commonly used in the appraisal of machinery and equipment. This course addresses the issues of price vs. value, indirect costs, use of and development of indexes, age-life concepts, recommended rounding of figures, types of values for MTS appraisals, reproduction cost new, replacement cost new, replacement cost depreciated, fair market value in use, orderly liquidation value, forced liquidation value and supporting conclusions for various purposes.

ME204-OOO - Machinery and Equipment Valuation - Advanced Topics and Report Writing

Course Date: September 8-11, 2016
Member: $1,195
Non-Member: $1,345
Category: Machinery & Technical Specialties
Continuing Education: 27
Register Here

This course provides a comprehensive review of the concepts studied in ME201, ME202 and ME203. It reviews the application of appraisal techniques in valuing an integrated facility (steel mill) and considers various professional standards including USPAP, IVS and Ethics and their relationship to report writing. It also discusses how to develop and write a professional appraisal report. This course takes an in-depth look at the skills needed to address issues of obsolescence (physical, functional and economic), and finally, the course will provide students with the tools for analyzing the following items and ways to apply these appraisal concepts in their day-to-day practice:
•    Inutility;
•    Complex Leasing Structures;
•    Residual Forecasting;
•    Fair Rental Calculations (for Leasing); and
•    Valuing facilities using all three approaches to value.

US015-BV - 15-Hour Uniform Standards for Professional Appraisal Practice (USPAP) for Business Valuation

Course Date: September 8-9, 2016
Member: $500
Non-Member: $550
Category: USPAP
Continuing Education: 14
Level: Fundamental
Register Here

Course Description
This course will familiarize students with the recognized standards governing professional appraisals. This 15-Hour National Uniform Standards of Professional Appraisal Practice (USPAP) Course is approved by the Appraisal Standards Board of the Appraisal Foundation and is designed specifically for business valuation appraisers. Students are provided a current USPAP book and student manual at the course site.

Important Note: This course does not meet the Appraisal Foundation’s USPAP continuing education requirements for Real Property appraisers. This course will not be accepted by state real property licensing boards or for CE credit for state licensing of real property appraisers. This course may be used to meet qualifying USPAP requirements for beginning Real Property students who are seeking state certification, however, it is the responsibility of the student to verify acceptance of this course with his/her state prior to registering.

USP007-OPP - 7-Hour USPAP for Personal Property, Gems & Jewelry and Machinery & Technical Specialties

Course Date: September 11, 2016
Member: $425
Non-Member: $475
Category: USPAP
Continuing Education: 7
Level: Fundamental
Register Here

Course Description
This course is designed specifically for individuals who have completed the full 15-hour USPAP course and only require updated information. This course will familiarize users of USPAP Standards 7 and 8 (GJ, MTS and PP) with recent, significant revisions to USPAP that impact every practicing appraiser in the personal property arena. In addition, the course confronts some of the regularly misunderstood concepts in USPAP and reviews their application through the use of other communications published by the Appraisal Standards Board. This course will meet current USPAP requirements established by the Appraisal Foundation for GJ, MTS and PP appraisers who are ASA members. This course allows the personal property appraiser to fulfill their USPAP requirement for two (2) years.

Important Note: This course does not meet the Appraisal Foundation’s USPAP continuing education requirements for Real Property appraisers. This course will not be accepted by state real property licensing boards or for CE credit for state licensing of real property appraisers. This course may be used to meet qualifying USPAP requirements for beginning Real Property students who are seeking state certification, however, it is the responsibility of the student to verify acceptance of this course with his/her state prior to registering.

GJ207-OOO – Identification of Jade Treatments and Imitations, Quality and Value of Jade

Course Date: September 14, 2016
Member: $395
Non-Member: $395
Category: Gems & Jewelry
Continuing Education: 4
Register Here
    
As an appraiser you need to know that fake jade material started making its appearance, first in Hong Kong and then later at the Tucson and other gem shows in 2011. It’s marketed as “Canadian Jade” and looks similar to nephrite jade from British Columbia or jadeite jade, but its dyed quartzite that could be identified under magnification, plus using refractometer. Come to this lecture and workshop and learn how to screen for A jadeite jade (natural colour), B jade (impregnated with polymer) and C jade (dyed) using only UV lamp! You need to also know your limitations using standard instruments in testing jade and when piece of Jadeite or Nephrite Jade in question should be sent to gem laboratory for advanced testing with VIS-NIR and Infrared spectrometers.