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.

AR204-OOO - Appraisal Review and Management Overview

Course Date: September 8-11, 2016
Member: $1,195
Non-Member: $1,345
Category:
Appraisal Review & Management
Continuing Education: 27
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This is the culminating course which repeats coverage of the three pillars of review, the review paradigm, the applicable appraisal standards of review, the history and evolution of appraisal review, the management of multidiscipline appraisal assignments and the management of appraisers.  The course includes presentation and discussion relating to faulty appraisals, negligence lawsuits, workings of the Appraisal Subcommittee and the use and misuse of peer review committees.  The course will demonstrate the application of the appraisal review paradigm, methods of critiquing standards non-compliance and identifying logical fallacies.  Students work in teams during the review of appraisal reports in real property, personal property, and business valuation.  Lastly, students will participate in discussions regarding narrative appraisal report writing as an argument, issues relating to Fannie Mae form type reports, the appraisal regulatory environment and the preparation of an appraisal review report.

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
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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
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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
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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
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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
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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.

PP445-OOO - Personal Property Appraisal Report Writing Update

Course Date: September 10, 2016
Member: $425
Non-Member: $475
Category: Personal Property
Continuing Education: 7
Level: Advanced
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This course provides Personal Property Appraisers with the most up-to-date information about the preparation of an appraisal report, per the standards of the ASA Personal Property Committee and the current version of the Uniform Standards of Professional Appraisal Practice (USPAP). This course was developed:
•    To provide information about current content and format requirements for personal property appraisal reports, as developed by the ASA Personal Property Committee. The changing nature of the profession demands that appraisers remain current with methodologies, terminology and content requirements;
•    To assist candidates in preparing appraisal reports for submission to the Board of Examiners for accreditation (or for AMs advancing to ASA). Candidates often require several years to complete their experience requirement before they submit appraisal reports. This updated information and report requirements review for accreditation will help them prepare appraisal reports that meet the standards of the Board of Examiners of the ASA Personal Property Committee and the current version of USPAP; and
•    To provide candidate members of ASA who belong to other personal property accrediting organizations with the opportunity to learn the ASA report writing requirements for their final steps in the ASA accreditation process.
This course will review the Scope of Work Rule from USPAP and its various aspects including intended use, intended users, type of value, effective dates and approaches to value and relevant markets. This course focuses on the information that must be communicated to clients and intended users to make the appraisal report USPAP compliant.
 

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.

MD220-OOO - Ethics and the Appraiser

Course Date: September 11, 2016
Member: $250
Non-Member: $300
Category: Multidiscipline
Continuing Education: 8
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In this era of heightened fraud and unethical actions, the meltdown of Wall Street, the bailout of the banking system and fraud in the real estate industry, how do you prove to the world that you maintain the utmost integrity and perform your work with the highest ethical standards?  One way to prove you are above reproach is to take this new specialized course on Professional Ethics.  Ethics & the Appraiser goes far beyond USPAP and the IVS, and will arm you with the knowledge to know when an issue albeit legal, but might be unethical.  The course dispels ethical myths, teaches the origins and types of ethics and through a series of case studies, presents in-depth look at applied ethics for appraisers of all disciplines.  

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.