Conference Sessions

This schedule is subject to change.

Monday, September 12

8:00 - 8:30am Introduction & Opening Remarks
8:30 - 9:30am [Multi-Discipline]
Keynote Address: The Secrets of Economic Indicators
Bernard Baumohl
Chief Global Economist | The Economic Outlook Group

Using real-world examples and stories, Mr. Baumohl illuminates every U.S. and foreign indicator that matters. He will discuss where to find them, what they look like, what the insiders know about their track records and exactly how to interpret them. Nobody can predict the future with certainty, but The Secrets of Economic Indicators will get you as close as humanly possible. This enlightening presentation will address key questions including: When will we see a recovery in jobs, consumer spending, and housing; Where are interest rates, oil prices and inflation headed? Which countries will be the leaders and laggards in the post-crises global economy? What are the greatest economic and geopolitical threats we face --- and what impact will they have on economic growth should any erupt?
9:35 - 10:35am
[Gems & Jewelry]
The Evolution of the Crown of Light® Diamond Brand: An In-Depth Review of the Crown of Light Diamond® Cut

Tammy Cohen | Director of Marketing and Education
Reuven Paikin | Master Cutter and Director of Almod Diamonds Namibia
Moti Elkaim | Director of Brand Strategy
Tatiana Conte, GIA GG | Head Gemologist

The presentation will focus on the evolution of the Crown of Light diamond cut between 2007 to the present.  Master cutter Reuven, will explain the fine tuning of the Crown of Light Facet Blueprint which accounts for the superior fire and sparkle that the diamond cut achieves. He will be highlighting and explaining the proportions and measurements as well as grading table.   Reuven will also be available to answer questions about the cut.  The team will provide information about the Crown of Light facility in Namibia that is the number 1 cut and polish facility in Namibia and a top producer in the region.  In addition, we will describe our efforts to rebrand the Crown of Light over the past 3 years and the effect and importance of branding in the diamond industry.

[Machinery & Technical Specialties]
What Happened to Channel 50?
The 600 MHz Spectrum Auction and the Potential Impacts
David H. Cole, ASA
President | Cole Appraisal Services, Inc.

Join this information session for an exploration of some of the possible impacts of the 600 MHz spectrum auction on consumers, broadcasters, mobile providers, used equipment markets and ad valorem tax implications for both taxing authorities and tax payers.



[Personal Property]
Navigating the Minefield of Legal and Ethical Issues Facing Appraisers
Jeffrey W. Brend, ASA, CPA/ABV, CFE, AAML, ATTY    
Partner | Levin & Brend    

Lela Hersh, ASA    
President | Museum and Fine Arts Consulting, LLC

As an expert, your appraisal work may be microscopically scrutinized - from the moment a new client contacts you, through each phase of your workflow, until you have a signed, sealed and delivered report. Do you know how to analyze and bulletproof your engagement agreement, note taking, research methods, and final report? Do you know how to be prepared for the possibility of your work ending up as “Exhibit A” at a deposition and trial? An intense gauntlet of questioning and probing can originate from a number of sources - the client, an attorney, opposing party, opposing attorney, judge, or even (gulp) - your malpractice carrier. Learn how to safely navigate your way through the appraisal profession's legal and ethical minefields and use vigilance techniques to identify potential risks. Personal Property appraiser Lela Hersh, ASA and Business Valuation appraiser and attorney Jeffrey W. Brend, ASA, CPA/ABV, CFE, AAML will guide and advise you so that you can recognize, prepare for, and know how to avoid the legal and ethical obstacles confronting appraisers.

[Real Property]
Valuation Methods for Ad Valorem Personal Property
Lisa A. Hobart, ASA, PPS
Consultant | Lisa A. Hobart, LLC

This presentation identifies the steps in the discovery and assessment of personal property. Included will be discussion for determining real property from personal property, Mass Appraisal Valuation Techniques, and a demonstration of the development of mass appraisal valuation multipliers. There will also be discussion regarding adjustments for going-concern value, abnormal physical deterioration and functional obsolescence.

Those involved in assessment administration (assessor/property owner) may find the information and discussion helpful in understanding the assessment of personal property process.

[Appraisal Review & Management]
Appraisal Review from a Business Perspective
Raymond Rath, ASA, CFA
Managing Director | Globalview Advisors

Downward fee pressure is a constant area of concern for all appraisers.  Despite this, completion of a business valuation requires a variety of procedures across the valuation process to develop a well-reasoned supportable conclusion of value.  This presentation will cover essential procedures appraisers should perform and document as a part of completing a business valuation.  
11:05am - 12:05pm
[Gems & Jewelry]
The Evolution of the Crown of Light Diamond Brand: An In-Depth Review of the Crown of Light Diamond Cut (continued)
Tammy Cohen
Director of Marketing and Education | Crown of Light®

Continuation of previous session.

[Machinery & Technical Specialties]
The Impact of the Commodities Collapse on Equipment Values
Carl C. Chrappa, ASA, MRICS, IFA
Senior Managing Director - Asset Management Practice Leader | The Alta Group, LLC

This presentation will discuss the impact of the commodities collapse on equipment values,  including how the decline of a single commodity can affect multiple and seemingly unrelated equipment types.  Additionally, self-imposed regulations will be discussed, as well as their negative impact on the value of multiple equipment types.

[Personal Property]
Cars - From My Perspective
Edith Yeomans, FASA
CEO | Appraisal Associates Consulting Inc.

The session will focus on the influence and impact the automobile and the automobile culture has on the modern and contemporary visual arts.
 
[Real Property]
Valuation Methods for Ad Valorem Personal Property (continued)
Lisa A. Hobart, ASA, PPS
Consultant | Lisa A. Hobart, LLC

Continuation of previous session.

[Appraisal Review & Management]
Appraisal Review from a Personal Property Perspective
Paul Golubovs, ASA
Appraiser and Review Appraiser | AA&A Appraisal Service

Beyond the predictable problems resulting from noncompliance with USPAP and/or the Principles of Valuation, the conclusion of value in an appraisal report could be invalid due to numerous inaccuracies introduced by either the client or the appraiser while inspecting, documenting, considering the object's characteristics, and researching the subject of the appraisal.

This presentation provides an opportunity for professional Personal Property Appraisers to heighten their awareness of twelve of the types of errors which result in inaccurate analysis and invalid conclusions of value.
1:30 - 3:00pm
[Gems & Jewelry]
Grading and Evaluating Rough Diamonds
Elena Deljanin, M.Sc., FGA, CGmA    
President | Elena Deljanin Consulting    

What do you really know about the mystery of diamonds? We will cover the geology and origin of diamonds, touching on exploration and mining both alluvial and primary deposits, and showing characteristics of diamonds from both sources. Learn how to examine rough diamond crystals and understand the advantages and drawbacks of modern rough classification. It is also useful to know the difference between the two basic rough diamond grading approaches, as well as a method for calculating potential finished weight and value. Shapes and surface characteristics of type I and II diamonds will be covered along with typomorphic features (“fingerprints”) of diamonds originating from various geographic regions. 

[Machinery & Technical Specialties]
Keys to Defensible Reports - Secure from Attacks
Richard J. Conti, ASA, ARM-PP
Accredited Senior Appraiser | Conti Appraisal Service

Three reasons you won't want to miss this session: (1) Every IRS return with a Form 706 in 2015 was opened by a human and the attached appraisal report read to decide if it should be passed to an examiner; (2) Other things being equal, the appraiser who possess a greater skill in the use of words, convinces us; (3) Last year, unbeknownst to you, you wrote an appraisal report that failed to have sufficient evidence to make it credible. (This is the most frequent error committed in our profession.)

[Personal Property]
Diminution Value Panel: Airplanes, Art and Automobiles
Deane Fehrman, FASA
Principal | Appraisal Office of Deane Fehrman FASA

James Polk, ASA, PE
President | Polk Associates, LLC

Charles Rosoff, ASA, MRICS
President | Appraisal Services Associates

Diminution of value is the decrease in value due to damage.  When restoration and conservation is unable to return the work to pre-loss condition causing it to be less desirable financially in the market(s), diminution of value is a reflection of that decrease in value. Best evidence includes documenting pre- and post-loss condition, condition history, previous treatments, what can be restored, inherent vice, artists’ rights, mitigation of loss, materials and methods, betterment, insurance scheduling, definition of value, appropriate market level, authenticity, cost of treatment(s), total loss, and salvage value.  The panel will cover these concepts, definitions and case studies.

[Real Property]
Now You See It, Can You Correctly Measure It?
Ernest A. Demba, FASA, ASA-RP, ASA-ARM-RP, FRICS, CVS, PE, MS, MBA
Managing Member | Demba Valuation Services, LLC

You see it, but can you measure it?  There are evolving measurement standards.  We will discuss various Residential and Commercial property measurement standards and their configurations as they apply in resulting area measurements.   There are multiple measurement standards and confusion exists as to how to apply these standards and communicate the results in Real Property Valuation Assignments.  At the end of the session, the participant will become more knowledgeable of the current standards, the methods available to correctly measure the real property, and correctly communicate the resulting meaningful area.  

[Appraisal Review & Management]
Keys to Defensible Reports - Secure from Attacks
Richard J. Conti, ASA, ARM-PP
Accredited Senior Appraiser | Conti Appraisal Service

Three reasons you won't want to miss this session: (1) Every IRS return with a Form 706 in 2015 was opened by a human and the attached appraisal report read to decide if it should be passed to an examiner; (2) Other things being equal, the appraiser who possess a greater skill in the use of words, convinces us; (3) Last year, unbeknownst to you, you wrote an appraisal report that failed to have sufficient evidence to make it credible. (This is the most frequent error committed in our profession.)
3:30 - 4:30pm
[Gems & Jewelry]
International Watch Market
Scott Heisler
Owner | Orlando Watch Company

Do you stock ‘vintage’ timepieces? One of the most frequently asked questions when someone calls Orlando Watch Company. Scott Heisler, certified watchmaker, has more than 35 years in the industry including retail, wholesale and manufacturing. In this session, learn directly from the watchmaker’s perspective about current trends in the industry and the future of watchmaking.

[Machinery & Technical Specialties]
Valuation of Inventory used as collateral in Asset Based Loans for Commercial and Regional Lenders
David J. Briguglio, AM
Vice President - Senior Appraiser | Jay, Cobb & Marley

This session will provide tips and tools to consider when appraising inventory. Learn more about risks associated with inventory; best practices when monitoring collateral; and the importance of site visits and physical inspection of inventory.

[Personal Property]
Cuba Today and Tomorrow
Patrick H. Ela, ASA, MBA
Principal | Comprehensive Art Services LLC

Tom Simatos, ASA
President | Simatos Automotive Appraisals, LLC

Cuba is a society in transition.  For the past six decades it has been defiant, alluring, secret, open, belligerent and accommodating.  Above all it has been inaccessible.  

This session will take you on a journey to explore both vintage American cars to be found in Cuba as well as the 19th and early 20th century paintings, antique furniture and decorative arts appearing in private restaurants and private homes. Learn about the appraisal issues that may have been less relevant in a state owned society and that are becoming more interesting as Cuba’s economy becomes more open and pluralistic.

[Real Property]
Now You See It, Can You Correctly Measure It? (continued)
Ernest A. Demba, FASA, ASA-RP, ASA-ARM-RP, FRICS, CVS, PE, MS, MBA
Managing Member | Demba Valuation Services, LLC

Continuation of previous session.

[Appraisal Review & Management]
USPAP and Litigation
Jay E. Fishman, FASA, FRICS    
Managing Director | Financial Research Associates    

The Uniform Standards of Professional Appraisal Practice is the most well known of the appraisal standards. Many think compliance with USPAP in a litigation context is problematic. This session which will be given by an appraisal who primarily performs appraisal assignments in litigation matters will discuss USPAP’s applicability in that context. Mr. Fishman, who is a former member of the ASB,  will specifically discuss recordkeeping, the use of draft reports and other types of preliminary communications as well as the scope of work in calculation assignments.
4:35 - 5:35pm [Multi-Discipline]
Value What? What Value?

Richard Wise, FASA, CPA, FCA, MCBA, FRICS, FCBV, CFF, CVA
Partner | MNP LLP

Gilbert E. Matthews, CFA
Chairman and Senior Managing Director | Sutter Securities Incorporated

In this session Richard Wise of ASA’s College of Fellows and Gil Matthews will discuss the two most common standards of value on which members of our profession are called upon to opine.  Richard will examine the “fair market value” standard of value and provide an in-depth analysis of each of the several components of this standard, with specific reference to the relevant case law.  Gil will discuss “fair value” for purposes of shareholder dissent and oppression, how it differs from fair market value, and the impact of recent court decisions.  As will be demonstrated in their presentations, “fair value” for statutory appraisal has a totally different meaning from both “fair market value” and  “fair value” for financial reporting under GAAP.

Tuesday, September 13

8:00 - 10:00am
[Multi-Discipline]
Mock Trial
Peter L. Gladstone, Esq.
President | Gladstone & Weissman, P.A.

Jack Beckwith, ASA, CEA
President | Equipment Appraisal Group, Inc.

Roger P. Durkin, FASA, J.D., M.S.    
President | Durkin Valuation Consultants and Durkin Law P.C.

Charles Rosoff, ASA, MRICS
President | Appraisal Services Associates

Gary R. Trugman, ASA, CPA/ABV, MCBA, MVS
President | Trugman Valuation Associates, Inc.

William P. (Bill) Wilson III, ASA
Wm P Wilson Company

David Wolf, ASA, MGA®, GIA GG
President | Just Appraisers

Come experience the good, the bad, and the ugly of what it is like to be an expert witness.  This mock trial will have something for each discipline, with an experienced trial attorney demonstrating what we all do wrong as experts.  No matter how good you think you are, this session is bound to be a wake-up call as you will see what a good attorney can do to even the best of experts.  We are even going to include some ethical issues in the presentation to demonstrate how to avoid getting in trouble!
10:30am - 12:00pm
[Gems & Jewelry]
How to be an Effective GJ Expert Witness
Peter L. Gladstone, Esq.
President | Gladstone & Weissman, P.A.
 
[Machinery & Technical Specialties]
Valuing Ambulatory Surgical Centers
Douglas R. Krieser, ASA, FRICS
Managing Director | Valcon Partners, LTD

Valuing an Ambulatory Surgical Centers (“ASCs”) can be an interesting project. It can also be very rewarding and lucrative. However, there are unique regulations (such as HIPAA and the Stark Laws) that need to be adhered to in addition to the “typical” standards and regulations that valuers need to comply with. Not knowing what the acronym “HIPPA” means or how the Stark Laws and HIPPA apply can not only cause issues with the appraisal but can also cause lawsuits and other not so pleasant outcomes. Also, valuing ASCs have specific issues and characteristics that you may not run across in any other appraisal. This session will address an outline various issues which need to be considered when valuing an ASC from an MTS/personal property perspective.

[Personal Property]
Vintage Airstream Market and Valuations
James Polk, ASA, PE
President | Polk Associates, LLC

This session will provide an overview of the vintage travel trailer market, value characteristics & appraisals.

[Real Property]
Appraising Golf Courses:  Avoiding the Hazards of the Play
Lawrence (Larry) J. Golicz, Ph.D., ASA, MAI
Principal | Vista Appraisal Services, Inc.

Golf courses are in survival mode. They are costly to maintain and operate and have unique land features making valuation difficult with highest and best use as well as the cost approach. This course provides you with appraisal caveats, an overview of significant operational factors and ever changing golf course trends. Golf course design and components are reviewed for function and physical life expectancy. Market comparisons include profiling of the comparables and data sources, and the income approach offers a synopsis of capitalization and caveats about pro forma issues. A golf course requires investigation of its maintenance, its market, its design and function. This session will provide direction and information to help the appraiser avoid mistakes and oversights in the making of an appraisal.

[Appraisal Review & Management]
The Appraiser as Expert Witness (from the perspective of the Court)    
Roger P. Durkin, FASA, J.D., M.S.    
President | Durkin Valuation Consultants and Durkin Law P.C.

This session will provide an in-depth look at how to qualify as an appraiser expert witness in state and federal court. Learn more about: Applicable Rules of Evidence and Civil Procedure you should know; The process of discovery, testifying expert versus consulting expert; Use of interrogatories, depositions, and impeachment techniques; Daubert Challenge, type of Evidence, and the burden of proof; and Marketing yourself as an expert witness (adroitly).
1:00 -2:30pm
[Gems & Jewelry]
Sri Lanka - Gem Mining, Culture & Heat Treatment
Sheahan Stephen
Owner | Sheahan Stephen Sapphires

To visit Sri Lanka is to experience one of the great gem sources and trading centers in the world. The unity between the culture, social and historical influences of Sri Lanka and the amazing gemstones it produces creates an intricate economy. Sheahan Stephen will share his first-hand experiences in the gem trade and Sri Lanka, and also discuss different types of mining, mining culture and history, heat treatment processing and gem pricing.
 
[Machinery & Technical Specialties]
A Marketing Chat with Sweeney & Bartlett
Mellanie Bartlett
Sweeney & Bartlett Marketing Partners

Debby Sweeney
Sweeney & Bartlett Marketing Partners

(1:00 - 2:00pm)
[Personal Property]
Art in Public Places
David C. Eldridge, ASA, MRICS
Senior Appraiser, Founding Partner | Eldridge Appraisals Inc.

Leslie Fordham
Public Art & Design Administrator | Broward County

Tin Ly
Conservation Manager, Retired | Broward County Public Art & Design Program

This session will present a discussion of the Art in Public Places program located in Broward County. Learn more about topics including: project sequence, guidelines, the selection process, installation, maintenance and deaccessioning.    

[Real Property]
Multi-Family Appraisal Issues
Terry Taylor, CAE, RES, CFE
Real Estate Manager Commercial | St. Lucie County Property Appraiser

This session provides an overview of the supply and demand elements driving market values in multi-family appraisals. Learn about market resources, fundamentals, trends and future investment expectations as well as the strengths of the multi-family market.

[Appraisal Review & Management]
A Marketing Chat with Sweeney & Bartlett
Mellanie Bartlett
Sweeney & Bartlett Marketing Partners

Debby Sweeney
Sweeney & Bartlett Marketing Partners
 2:00pm [Personal Property]
Tour of Public Arts - Fort Lauderdale International Airport

This tour will include 38 distinctive works including video and sound art installations.

Buses depart at 2:15pm and return to the hotel at 6:00pm.
3:00 - 4:00pm
[Gems & Jewelry]
Auction, Appraising & Brokerage: The Ethical Approach to Handling Your Customer    
Melinda    Adducci, GG, Senior Gemologist, AGA    
Vice President | Joseph DuMouchelle International Auctioneers, Appraisers & Estate Buyers    

Melinda (Lindy) Adducci has been in the appraisal, auction, estate and jewelry business since 1977.  She has unique insight, perspective and expertise in many facets of our  industry with a major focus in the auction arena.  How can appraisers professionally and ethically handle their customers who are confused about the options available. Communication with the auction house is the key for a positive outcome.  Lindy will provide her ideas about building your business relationships in these areas that will help strengthen your practice as well as our industry and profession.
 
[Machinery & Technical Specialties]
Social Networking and the MTS Appraiser
Garrett Schwartz, ASA, CEA
Senior Equipment Appraiser | Sencer Appraisal Associates, Inc.

Jack Young, ASA, CPA
CEO, President | NorCal Valuation, Inc.

A significant portion of the population is using social networking sites on a regular basis to connect with their family, friends, and colleagues. With so many sites, like Facebook, Twitter, LinkedIn, Google+, Instagram and others, it can be difficult to figure out where to spend your time. Learn examples and tips on how to build your social network, and how to effectively use social networking to achieve your goals and to promote yourself, your appraisal practice and your overall business.  

[Real Property]
Cover Your Assets with a Supportable Workfile
Barbara Minyard, CDEI
Appraisal Program Director | Gold Coast Schools

An appraisal is an opinion of value. Even though it is an opinion, that opinion needs to be supported by relevant evidence and logic that should be in your workfile. The “Scope of Work Rule” states: “The scope of work must include the research and analysis that are necessary to develop credible assignment results.”  The Record Keeping Rule states: “A workfile must be in existence prior to the issuance of any report.”
 
If a complaint is filed against an appraiser, one of the first things asked for is the workfile. The file should contain sufficient information to support and justify the analysis and final assignment results. As a former investigator for the State of Florida, I have reviewed many workfiles that only included the engagement letter, copy of the appraisal report, and a copy of the property records for the sales used in the report. It is good business practice to not only know what USPAP mandates in the Record Keeping Rule, which is the minimum standard, but to know what should be in your files to cover your assets.

[Appraisal Review & Management]
Social Networking and the MTS Appraiser
Garrett Schwartz, ASA, CEA
Senior Equipment Appraiser | Sencer Appraisal Associates, Inc.

Jack Young, ASA, CPA
CEO, President | NorCal Valuation, Inc.

A significant portion of the population is using social networking sites on a regular basis to connect with their family, friends, and colleagues. With so many sites, like Facebook, Twitter, LinkedIn, Google+, Instagram and others, it can be difficult to figure out where to spend your time. Learn examples and tips on how to build your social network, and how to effectively use social networking to achieve your goals and to promote yourself, your appraisal practice and your overall business.
4:05 - 5:05pm
[Gems & Jewelry]
Auction…Is It Still The Best Way To Sell?
Joseph    Dumouchelle, GG, Senior Gemologist, AGA    
President | Joseph DuMouchelle International Auctioneers, Appraisers & Estate Buyers    

Mr. DuMouchelle has been in the auction business for over 35 years and has witnessed major changes in the world of estate appraising, selling and auctioning over that period.  This is your chance to hear first hand, from one of the leading auctioneers in the country, about shifts taking place in the estate and auction world.

[Machinery & Technical Specialties]
Analyzing Depreciation, Useful Life and Value and Their Impact on Financial Reporting and Business Combination
Joao Carlos Papaleo Mynarski, ASA, RICS
President | Mynarski International Valuation

Physical depreciation due to deterioration and wear and economic depreciation due to obsolescence will be analyzed together with specific and general factors that influence the economic useful lives and values of assets. Considerations regarding tax, accounting, financial and business combination will be analyzed and demonstrated.

[Real Property]
Cover Your Assets with a Supportable Workfile
Barbara Minyard, CDEI
Appraisal Program Director | Gold Coast Schools    

An appraisal is an opinion of value. Even though it is an opinion, that opinion needs to be supported by relevant evidence and logic that should be in your workfile. The “Scope of Work Rule” states: “The scope of work must include the research and analysis that are necessary to develop credible assignment results.”  The Record Keeping Rule states: “A workfile must be in existence prior to the issuance of any report.”
 
If a complaint is filed against an appraiser, one of the first things asked for is the workfile.  The file should contain sufficient information to support and justify the analysis and final assignment results. As a former investigator for the State of Florida, I have reviewed many workfiles that only included the engagement letter, copy of the appraisal report, and a copy of the property records for the sales used in the report. It is good business practice to not only know what USPAP mandates in the Record Keeping Rule, which is the minimum standard, but to know what should be in your files to cover your assets.

 
[Appraisal Review & Management]
Auditability vs. Reviewability:  A Paradigm Shift in Valuation   
George Dell, ASA, MAI, SRA
CEO | Valuemetrics, Inc.    

Asset assessment can present a grander result than just a point opinion of value.  This presentation reveals a vision of great opportunity for the individual appraiser, and the ASA as a whole. Today’s technology:  computation, big data, and analytic tools – enable appraisers to fill latent client needs.  Needs that cannot be readily provided by competitive ‘substitute’ professions or industries.

This presentation considers: the difference between old subjective review, and new objective audit methodologies; the financial rewards, and personal satisfaction of expanded data science services; why new services and products are possible, and needed by clients; and what steps to take personal and organizational (ASA) benefit.

The methods presented can be used for asset audit and portfolio management, as well as for improved risk analysis and business decision making.  The methods integrate valuation with finance and accounting and corporate audit protocol.  Auditability naturally makes appraisal reports more understandable and credible.  For real estate, it can enable annual risk revaluation.  For BV, it integrates with accounting audit procedures.  For personal property, it can provide a more reliable results as well as a more comfortable client understanding of the appraiser’s facts, logic, and model.

Wednesday, September 14

8:00 - 9:00am
[Gems & Jewelry]
Gianmaria Buccellati, master Goldsmith of Milan
Larry French
former Vice President of Van Cleef and Arpels and Buccellati | Gianmaria Buccellati Foundation

The session presents the work of Gianmaria Buccellati and includes many of his masterpieces, some of which are in museums around the world.  Learn about the various manufacturing techniques such as the various engraving styles and the famed “tulle” style and how it is created. Discover the silver masterpieces and what inspired many his designs along with the various periods that influenced him such as baroque and rococo.

[Machinery & Technical Specialties]
Breakouts: Aircraft/Construction/Oil & Gas 

Join fellow MTS attendees for these mini breakout sessions designed to offer small group discussion on issues related to particular equipment.

[Personal Property]
Appraising Winchester Firearms
Joe M. Cornell, ASA, ISA, CMA
President/Owner | Accredited Appraisers, Inc.

Discussion on Winchester Firearms- The #1 Collectible Firearm in the world. This will include appraisal methodology, technique and related issues.

[Real Property]
Can We Talk?  Learn to Speak the Language of a Compliance Consultant
Cheryl B. Bella, MAI, AI-GRS
FICAP Chief Compliance Consultant | Bella Appraisal Consulting Services, LLC

M. Ralph Griffin, MAI, AI-GRS, MBA
FICAP National Appraisal Panel Chair | Marion R. Griffin Co, Inc.

“Can We Talk?” focuses on the ability of a qualified appraiser to expand their practice as a Financial Institution Compliance Consultant.  The class addresses both appraiser (USPAP) and "agency" regulations, focusing on the similar and different language that guides the lending and appraisal professions.  As appraisal professionals we provide a unique knowledge and skill set to advise institutions on appraisal policy and procedure development and can serve as a useful resource as a consultant.  Compliance Consultants can assist Financial Institutions in staff decisions, risk management decisions, approved appraiser list development, engagement letter development and scope decisions, along with appraisal review skills.  Commonly used review terms will also be discussed along with quality assurance reviews.  A portion of the class will discuss common errors noted by FDIC examiners regarding appraisal issues, along with specific examples experienced as a consultant.  The seminar concludes with tools needed to best enhance our compliance skills.

[Appraisal Review & Management]
Appraisal Review in Banking and Finance
Paul R. Cogley, ASA
Senior Vice President - Commercial Valuation Manager | Banc of America Leasing & Capital

FIRREA, Dodd-Frank, OCC 2013 Bulletin on Third Party Relationships and other regulatory & legislative actions have increased the scrutiny of appraisal reports.  This session will attempt to take some of the mystery out of appraising for financial institutions and discuss what financial institutions are looking for in an appraisal report.
9:05 - 10:05am
[Gems & Jewelry]
Pearls: Natural and Not So Natural - Together with Organics and Endangered Wildlife
Eric Fritz, FGA, DGA
Manager, North America | Gem-A

Claire Mitchell, FGA, DGA
Teaching Manager | Gem-A

Pearls…. Natural, Cultured and everything in between…it’s the in between that scares us.

This exciting new workshop will concentrate on Natural pearls, those without human intervention. We have to start with cultured as well as there may be some overlap and difficulty in separating different types. Pearls are possibly the most misunderstood “Gem” in the Industry. Lab reports often do not separate out and confirm identity and origin. There is a lot of advanced testing taking place in the pearl world. Is it accurate? Can we trust it? What is next on the horizon? Natural pearls are bringing big bucks at auction and on the open market. As appraisers, what are our limitations? How do we set ourselves apart from the masses when it comes to pearls. We will look at pearls through history, which were all natural prior to the 20th century. We will explore culturing, simulants and the most recent scare…treatments.  

The hands on experience will allow comparisons of several species of pearl, conch, scallop, freshwater mussel, clam and other varieties of oyster. We will also look at keishi, a by-product of culturing which may not be separable from a true natural. Bead nucleus and other cultured baroque examples will be on hand for comparison. We will also have coated pearls from a simple painted on finish to elaborate Tahitian look a likes. Shells from the actual molluscs creating these amazing gems will also be available.

Endangered Wildlife: yes this is a hot topic. Organic gems are always misunderstood and puzzling.  Now with an increased pressure on illegal animal trade, it is a good time to brush up. Fossil Ivory is now being regulated alongside modern Elephant Ivory. We will help you see why. Ivory, bone, tusk, coral, fossils and more will be discussed. Learn how to separate natural, fossil and simulants.  Hands on galore! Come and explore and challenge your previous knowledge.

[Machinery & Technical Specialties]
Roundtables: Marine/Transportation/Mining

Join fellow MTS attendees for these mini breakout sessions designed to offer small group discussion on issues related to particular equipment.

[Personal Property]
Business Development - Futureproof, Maximize and Grow Your Appraisal Practice
David H. Kinney, ASA
Owner | USA Appraisal, LLC

In the next ten years, almost everything you know about technology, social media and the way you do business will change. Buying new devices and adopting new procedures are nice, but taking simple steps now will help to keep you on top of your game. Writer, publisher and ASA Senior Member Kinney will discuss 15 simple steps you can take now to prepare your business for the next decade.
 
[Real Property]
Can We Talk?  Learn to Speak the Language of a Compliance Consultant (continued)
Cheryl B. Bella, MAI, AI-GRS
FICAP Chief Compliance Consultant | Bella Appraisal Consulting Services, LLC

M. Ralph Griffin, MAI, AI-GRS, MBA
FICAP National Appraisal Panel Chair | Marion R. Griffin Co, Inc.

Continuation of previous session.

[Appraisal Review & Management]
Business Development - Futureproof, Maximize and Grow Your Appraisal Practice
David H. Kinney, ASA
Owner | USA Appraisal, LLC

In the next ten years, almost everything you know about technology, social media and the way you do business will change. Buying new devices and adopting new procedures are nice, but taking simple steps now will help to keep you on top of your game. Writer, publisher and ASA Senior Member Kinney will discuss 15 simple steps you can take now to prepare your business for the next decade.
10:20 - 11:50am
[Gems & Jewelry]
Pearls: Natural and Not So Natural (continued)
Eric Fritz, FGA, DFA
Manager, North America | Gem-A

Claire Mitchell, FGA, DGA
Teaching Manager | Gem-A

Continuation of previous session.

[Machinery & Technical Specialties]
Appraisals in a Paperless Office
Matt Kaufman, ASA
President | Spearhead Valuation Group

Jack Young, ASA, CPA
CEO, President | NorCal Valuation, Inc.

Proponents claim that “going paperless” can save money, boost productivity, save space, make documentation and information sharing easier, keep personal information more secure, and help the environment. However, there can be significant draw backs if you are not prepared. The presentation will issue of organization, naming, storage, workflows, document signing, customer management systems, compliance with the USPAP record keeping rule, document retrieval, preparing for discovery and deposition.  Both Windows and Apple operation environments will be addressed.

[Personal Property]
Historic Restorations of Artworks:  Re-think? Re-move? Re-do?
Paul L. Benson
Conservator of Objects | Nelson-Atkins Museum of Art

Works of art are ‘restored’ for a variety of reasons including changes in societal attitudes, changes in political philosophy, and damage caused by time, the environment, and human intervention.  Not all of these restorations can stand up to the passing of time.  Should these restorations be removed completely so that the artwork is returned to what we sense was the artists’ original intent or should new restorations be made to make the artwork more ‘readable’ or to increase its value on the art market?  When does a restoration become too historic to remove no matter its condition or aesthetic appearance?             

[Real Property]
Miami-Dade County Property Appraiser’s Office: History and Responsibility
Pedro J. Garcia, MNAA
Property Appraiser | Miami-Dade County
 
Lazaro Solis, CFE
Deputy Property Appraiser | Miami-Dade County

In this session you'll meet Miami-Dade property appraiser, Pedro Garcia, his start as an appraiser to being a VAB special magistrate; becoming the 1st elected property appraiser in 50 years in Miami-Dade County along with his subsequent re-election.

Learn about the history of the Miami-Dade County Property Appraiser’s Office and the major responsibilities the Office must complete each year. From identifying and appraising all real and tangible personal property within the County to certifying the annual tax roll with the Florida Department of Revenue. Additional responsibilities include the maintenance of all associated property records, the administration of all exemptions, and the annual notification to all property owners in Miami-Dade County of the assessed value of their property. Other topics will include the national award that their Property Search recently won as well as the functionality of multiple applications on their website.

[Appraisal Review & Management]
Appraisals in a Paperless Office

Matt Kaufman, ASA
President | Spearhead Valuation Group

Jack Young, ASA, CPA
CEO, President | NorCal Valuation, Inc.

Proponents claim that “going paperless” can save money, boost productivity, save space, make documentation and information sharing easier, keep personal information more secure, and help the environment. However, there can be significant draw backs if you are not prepared. The presentation will issue of organization, naming, storage, workflows, document signing, customer management systems, compliance with the USPAP record keeping rule, document retrieval, preparing for discovery and deposition.  Both Windows and Apple operation environments will be addressed.