Chapter Event Request Form

Tuesday, November 15, 2016
7:30a.m. – 4:30p.m.

$225 Member | $250 Non-Member

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

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ASA Annual Fair Value Conference—San Francisco

The American Society of Appraisers' annual Fair Value Conference series travels to San Francisco this fall. The popular one day event continues to draw attention from business valuers, accountants, government agencies and educators for its important updates on the latest fair value issues and trends impacting financial reporting; distinguished line up of presenters from internationally recognized accounting and valuation professionals from the Big 4 and other leading accounting firms, as well as representatives from the FASB, IASB, PCOB and the SEC; along with valuable networking opportunities and CE/CPE credits.

Range of Presentation Topics:

•  Secondary Transactions – Partial Liquidity for Private Company Equity Holders
Ryan Logue, NASDAQ Private Market
Jeffrey Bollerman, Houlihan Lokey
Christy Chow, Grant Thornton
Peter Tan, PwC

•  AICPA Accounting and Valuation Guide for Business Combinations
Glen Kernick, Duff & Phelps
Greg Franceschi, Duff & Phelps

•  Regulatory and Standards - Update
Adam Smith, PwC (formerly at FASB)
Kris Shirley, SEC Accounting and Valuation Fellow
Chad Morrissey, PwC
Bert Niemi, EY

•  PE & VC Fair Value Task Force - Update
Biljana Marijanovic, EY
Sumner Estes, ASA, Duff & Phelps

•  Fair Value Forum – 409A and Private Company Valuation Update
Carl Saba, Hemming Morse
Annika Reinemann, ASA, Brittan Park Valuation
Joe Orlando, ASA, Frank Rimerman
James Walling, Accretive Solutions Consulting Group
Sushil Chacko, Silicon Valley Valuations and Advisory

•  Adjusting Guideline Public Company Multiples for Size & Growth
Jeff Tarbell, ASA, Houlihan Lokey

•  Technology Industry M&A Market Update
Mark Bradt, Houlihan Lokey

CE/CPE: ASA CE and CPE* credits will be offered for attending the conference.

*ASA 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.


Tuesday, November 15, 2016
 7:30a.m.   -  8:15a.m.  Registration, Continental Breakfast and Networking
 8:15a.m.   -  8:30a.m.  Introductory Remarks
 8:30a.m.   -  12:00p.m.  Morning Sessions
 12:00p.m. -  1:00p.m.  Lunch
 1:00p.m.   -  3:30p.m.  Afternoon Sessions
 3:30p.m.   -  4:30p.m.  Wine 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.

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


Continuing Professional Education - Conference qualifies for CE & CPE credits. 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. CPE hours in the area “Auditing and Accounting” will be provided.

Who Should Attend? Appraisers, accountants, financial professionals and others who are responsible for fair value related valuation and reporting.

View attendees from past conferences.


For more information contact Madelyn Piretti at or (415) 273-3639.




Local Sponsor

Media Sponsor

Sponsorship opportunities available, contact ASA at or (800) 272-8258.