Chapter Event Request Form

Wednesday, November 14, 2018
8:00am - 5:00pm

Office of KPMG San Francisco
55 Second Street, 11th Floor
San Francisco, CA 94105

Limited spaces may be available.
Call (800) 272-8258 to be added to wait list.
No walk-in registrations.

2018 ASA Fair Value Conference—San Francisco

The American Society of Appraisers is pleased to present the 2018 ASA Fair Value Conference—San Francisco to be held on Wednesday, November 14, 2018 at KPMG in San Francisco, California.

Range of Presentation Topics

The conference agenda will feature presentations from nationally recognized speakers who are profession leaders, covering a range of fair value measurement and valuation topics, as well as other current and future expected trends regarding the FASB, SEC and international accounting standards.


Wednesday, November 14, 2018

7:30am – 8:00am Registration and Continental Breakfast

8:00am – 8:15am Introductory Remarks
Alok Mahajan, KPMG
John McIntosh, Houlihan Lokey

8:15am – 9:15am Fair Value Forum Panel
Joseph Orlando, Frank Rimerman
Carl Saba, Hemming Morse
Sushil Chacko, Carta, Inc.
Josette Ferrer, Clairent Advisors

9:15am – 10:00am Auditor Review Select Hot Topics: DLOM + Secondary Transactions
Amanda Miller, E&Y

10:00am – 10:30am Financial Instruments with Multiple Exercise Dates: Case Studies
Josh Schaeffer, Equity Methods

10:30am – 10:45am MORNING BREAK

10:45am – 11:30am US Tax Reform: Impact on Fair Value
Chad Morrissey, PwC
Glen Kernick, Duff & Phelps
Bert Niemi, EY

11:30am – 11:50am Best Practices Working with your Clients’ Auditors – Perspective from Both Sides
Dimitri Drone, Houlihan Lokey

11:50am – 1:00pm LUNCH

1:00pm – 1:10pm Afternoon Remarks from ASA

1:10pm – 2:30pm Cryptocurrency: When, Why and How to Value?
John Bergeson, PwC
Alexander Evans, Houlihan Lokey
Wendy Moore, Perkins Coie
Peter Tan, PwC

2:30pm – 2:50pm Regulatory Hot Topics - Part 1
Adam Smith, PwC

2:50pm – 3:15pm Regulatory Hot Topics - Part 2
Greg Franceschi, Duff & Phelps

3:15pm – 3:45pm Pepperdine University Cost of Capital Study
Professor Craig Everett

3:45pm – 4:15pm Update: AICPA Accounting and Valuation Guide for PE/VC
Sumner Estes, Duff & Phelps
Amanda Miller, EY

4:15pm – 5:15pm Networking Hour

Why Attend?

Timely Updates on Topics of Current Interest - The topics represent leading edge topics selected for their importance to professionals that perform financial reporting valuations.

Nationally Recognized Speakers - This is an opportunity to obtain insights from many of the leaders in our profession. In all prior years, we've assembled rosters of nationally recognized speakers.

Practitioner Focus - This conference is focused on the needs of valuation and accounting professionals involved in the development and audit of fair value estimates. Insights can be immediately employed in your technical or business management of your professional practice.

Exceptional Networking Opportunity - With valuation practitioners from the leading accounting firms and top boutique valuation firms, this continues to be an exceptional networking opportunity.

ASA and AICPA Continuing Professional Education - The conference will provide continuing professional education credit by both the American Society of Appraisers (ASA) and the American Institute of Certified Public Accountants (AICPA). This is a timely and cost effective means of obtaining CPE hours for your reaccreditation.

CEIV(TM) Continuing Professional Development - The conference qualifies for Certified in Entity and Intangible Valuations™ (CEIV™) Credential Continuing Professional Development (CPD) credit.

Competitive Pricing - ASA continues to price the conference at an extremely low cost as a benefit to its membership and the community at large.

NASBA and Continuing Professional Education (CPE) Credit

The American Society of Appraisers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

CPE Credit: Up to eight (8) CPE credits in Auditing and Accounting
Program Level: Advanced
Delivery Method: Only group-live courses are approved for CPE
Prerequisites: None
Advanced Preparation: None
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy


Early Registration (by 9/15/18)
$200 Member; $250 Non-Member

Regular Registration
$250 Member; $275 Non-Member

Note: Limited availability, event anticipated to sell out. Early registration is recommended.