[04-18-24] BV543 Introduction to International Valuation Standards Council-Financial Instruments Standards

February 22, 2024

Explore the Valuation Concepts and Principles of Newly Added IVS 500-Financial Instruments

This is the ideal opportunity for professionals engaged in financial instrument valuation to delve into the latest standards set by the International Valuation Standards Council (IVSC). Learn More


Discover the key to mastering financial instruments valuation with our power-packed webinar! Immerse yourself in a comprehensive overview of IVS 500, the latest addition to the IVSC Standards. Our expert speakers will guide you through the intricacies of financial instruments valuation, shedding light on crucial elements such as governance, data and inputs, methods and models, and quality control. Gain invaluable insights into the objectives of IVS 500, the underlying principles, and why it fills a crucial void in the valuation profession.

But that's not all – our seasoned presenters will go beyond theory to provide practical suggestions on implementing IVS 500 in your valuation practices. Don't miss this golden opportunity to stay ahead in the competitive landscape. Join us for a session that promises not just knowledge but actionable strategies to enhance your expertise in the world of financial instruments valuation. Act fast – secure your spot now and position yourself as a leader in this dynamic field!

BV543: Introduction to International Valuation Standards Council - Financial Instruments Standards

April 18th, 2024 | Virtual

1:00 pm - 2:30 pm EDT

$199 Members / $299 Non-members

1.8 ASA CE/CPE Instructional Hours
NASBA Knowledge Type: Specialized Knowledge

Prerequisites: None
Required Pre-Course Work: None
Program Level: Intermediate

If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar. Certificate of completion access is immediate once all required components are completed.



Lawrence Levine, Managing Director | Lincoln International LLC

Lawrence Levine is a Managing Director in Lincoln International's Valuations & Opinions Group. He provides valuation opinion and advisory services to companies and investment advisors. He advises a wide array of organizations regarding the valuation of financial instruments. He has been published in numerous top-tier and peer-reviewed publications. In addition, he serves as a member of several valuation professional organizations including: International Valuation Standards Council – Financial Instruments Board; and, Business Valuation Resource Panel of The Appraisal Foundation. He is an Accredited Senior Appraiser (ASA) in business valuation from the American Society of Appraisers, a Certified Public Accountant and accredited in business valuation as well as certified in the valuation of financial instruments from the American Institute of Certified Public Accountants.

Lucas Weiss, Director | Lincoln International LLC

Lucas Weiss joined Lincoln International in 2014 and is a Director in Lincoln’s Valuations & Opinions Group where he provides valuations of private equity and private credit investments, with a focus on venture and growth stage businesses. Prior to joining Lincoln, Lucas was a Senior Associate at PwC in the Capital Markets & Accounting Advisory Group, providing advisory services on IPOs, divestitures, and other transactions. Lucas earned a Bachelor of Science in Accountancy and a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign. Lucas is a licensed certified public accountant.

Douglas Summa, Vice Chairman | IVSC Financial Instruments Board

Douglas Summa is a retired Partner from PricewaterhouseCoopers' Financial Services Practice in New York. Throughout his 35+ year tenure with PwC, he worked in the international capital markets areas across cash and derivative products, including fixed income, foreign exchange, equity, credit, and commodities. Currently, Mr. Summa is on the Board of the International Association of Quantitative Finance and is the Vice Chairman of the Financial Instruments Board of the International Valuation Standards Council (IVSC). He also in a P.R.I.M.E. Finance market expert.

Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy 

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.  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 www.learningmarket.org.