ASA International Conference is the leading event for the global valuation profession. Celebrating its 87th year, the Conference attracts thought leaders, practitioners, allied professionals, vendor partners, government agency personnel, and more from all parts of the world. This paramount event provides an experience unlike other appraisal conferences, offering timely content for all appraisal professionals spanning Business Valuation, Personal Property, Machinery & Equipment, Real Property, Gems & Jewelry as well as Appraisal Review & Management.
Available in a hybrid format, the ASAIC24 offers the convenience of both live and virtual programming where you can learn and connect in your preferred environment. Join us on-site in Portland, Oregon or from the comfort of your home or office—the choice is yours! Both formats allow you to explore the latest ideas, trends and best practices and interact and engage with fellow professionals. Don’t miss this exciting celebration of exceptional education and networking with leaders in the appraisal profession.
Don’t miss these industry experts presenting our Business Valuation sessions*:
Vanessa Brown Claiborne | ASA, CPA/ABV, AEP | Chief Executive Officer & President, Shareholder | Chaffe and Associates
Ms. Claiborne is the President and Chief Executive Officer of Chaffe & Associates, Inc. She is a CPA, ABV by the American Institute of Certified Public Accountants and has received her designation as an ASA by the American Society of Appraisers. She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is also AEP by the National Association of Estate Planners and Councils. She specializes in business valuation services primarily for estate and gift taxes, ESOPs, GAAP fair value reporting, financial reporting, business interruption claims, litigation support including expert testimony, exit planning, and shareholder transactions. Ms. Claiborne is active in many organizations including the American Society of Appraisers, serving as Governor of the International Board of Governors 2003-2007, Association for Corporate Growth, Isidore Newman School, American Red Cross, and the Agenda for Children. She recently received the 2021 LCPA Women to Watch Most Experienced Leader Award.
Kevin Couillard | ASA, CFA | Executive Director | FairValue Advisors, LLC
Kevin Couillard, ASA, CFA: Kevin has over 35 years of experience in valuing business interests and intangible assets and providing litigation/dispute resolution services regarding valuation/damage matters. He is an Accredited Senior Appraiser (ASA) in Business Valuation with the American Society of Appraisers (ASA) and a Chartered Financial Analyst (CFA) with the CFA Institute. Kevin co-authored and co-taught two classes for the Center for Advanced Valuation Studies (CAVS) and served in multiple volunteer positions including President with the ASA Atlanta Chapter. Kevin holds an MBA in finance from Georgia State University and a Bachelors in Chemical Engineering from the Georgia Institute of Technology.
Andrew Couillard | Senior Business Analyst | FairValue Advisors, LLC
Andrew, having joined FairValue Advisors, LLC as a Business Valuation Analyst in 2017 and has since advanced to the role of Senior Consultant, specializes in complex business valuation assignments. With a Bachelor’s degree from the University of Mississippi, Andrew is currently pursuing his Certified Valuation Analyst (CVA) designation.
Darrell D. Dorrell | ASA, MBA, CPA, CVA, CMA, ABV, CFF | Partner | financialforensics®
Darrell D. Dorrell, MBA, CPA, ASA, CVA, CMA, ABV, CFF is a founding partner of financialforensics®, a boutique forensic accounting practice in Lake Oswego, OR. He has over 50 years of forensic accounting, valuation, and litigation experience in entities ranging from sole proprietors to Fortune 500 companies. He has appeared in 11 federal and state courts, 20 state CPA societies, 31 states and foreign countries, authored/coauthored more than 85 articles, testified about 150 times, and developed and delivered more than 300 CPE sessions.
Greg Endicott | ASA, CPA/ABV, CEIV | Managing Director, Strategic Value Group, LLC| President, Valuevision, Inc.
Greg Endicott, ASA, CPA/ABV, CEIV is the Managing Director of Strategic Value Group, LLC. He has nearly 30 years’ experience in valuations for wide range of transactional, tax, financial reporting, and litigation projects, with deep competency in healthcare and multi-disciplinary financial reporting projects. Mr. Endicott is also the President and CEO of Valuevision, Inc., a Software as a Service company.
Craig Everett | Ph. D. | Finance Professor | Pepperdine Graziadio Business School
Craig R. Everett is a finance professor at the Pepperdine Graziadio Business School. He is the Director of the Pepperdine Private Capital Markets Project (privatecap.org) and Executive Director for the Pepperdine Most Fundable Companies competition (pepperdine.edu/mfc). His teaching and research interests include entrepreneurial finance, private capital markets, and entertainment finance. Dr. Everett He holds a Ph.D. in Finance from Purdue University, an MBA from George Mason University, and a B.A. in Quantitative Economics from Tufts University. Dr. Everett is the author of the children’s financial literacy thriller Toby Gold and the Secret Fortune, which incorporates such financial topics as saving, investing, banking, entrepreneurship, interest rates, return on investment, and net worth. He is member of the Beta Gamma Sigma Honor Society, Financial Executives International, and the National Association of Corporate Directors (NACD). Dr. Everett also has an M&A Advisory and business valuation practice.
Jay E. Fishman | FASA, FRICS | Managing Director | Financial Research Associates
Jay E. Fishman, FASA, FRICS is a Managing Director of Financial Research Associates and has been actively engaged in the appraisal profession since 1974. He specializes in the valuations of business enterprises and their intangible assets. Mr. Fishman has co-authored several books, including the Guide to Business Valuations (with Shannon Pratt),Standards of Value (with Shannon Pratt and William Morrison), and The Business Valuation Benchbook (with William Morrison) He has also written numerous articles on business valuation and has been qualified as an expert witness and provided testimony in Federal court, Tax Court, and twelve state courts. He has taught courses on business valuation to the Internal Revenue Service, the National Judicial College, The Hong Kong Society of Accountants and on behalf of the World Bank in St. Petersburg, Russia. He holds a bachelor’s and master’s degree from Temple University as well as an master’s in business administration from LaSalle University. Mr. Fishman is a Fellow of the American Society of Appraisers (FASA), a Fellow of the Royal Institution of Chartered Surveyors, a former Chairman and current member emeritus of the Business Valuation Committee of the American Society of Appraisers, Editor of the Business Valuation Review, for many years was the Chair of ASA’s Government Relations Committee, a former Trustee of the Appraisal Foundation(TAF) and former member of the Appraisal Standards Board and the Appraisal Practice Board of TAF. He was a on the Board of Trustees of the International Valuation Standards Council finishing his second term in 2023. In 2020, in full recognition of his outstanding services in the Society and contributions to the appraisal profession, the American Society of Appraisers gave him their Lifetime Achievement Award.
Kyle S. Garcia | ASA, CFA, CPA/ABV | Managing Director | Financial Research Associates
Kyle S. Garcia, ASA, is Managing Director with Financial Research Associates. He has been actively engaged in the appraisal profession since 1999. His valuations have been used for many purposes including estate and gift tax, dissenting shareholder and oppression matters, marital dissolution cases, and fair value accounting. Kyle has been a designated member of ASA for over 20 years, and is an active volunteer, including serving as President of the Northern New Jersey Chapter and Editor of the Business Valuation Review.
Nene Gianfala | ASA-BV/IA, CPA/ABV | Vice President, Shareholder | Chaffe and Associates
Ms. Gianfala is a Vice President of the Valuation Advisory group with over 15 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), Certified in the Fundamentals of ESG by the American Institute of Certified Public Accountants, and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation, and litigation support. She provides business valuation services to public and private companies for estate, gift, and income tax planning, financial reporting, corporate planning, employee stock ownership plans, and litigation. Ms. Gianfala is very active in her community and in professional organizations including hosting podcasts for the AICPA on various topics from ESG to Crypto. She serves on the Board of the Louisiana SPCA, is the Past Treasurer Junior League of New Orleans, the Past President of the Tulane Association of Business Alumni, and an Adjunct Faculty Member of the University of Holy Cross.
Carla Glass | FASA, CFA | Managing Director | Marcum LLP
Ms. Glass is a managing director in the Valuations, Forensics, and Litigation Services group at Marcum LLP. She has over 40 years of experience in the valuation of business interests for a variety of purposes and intangible assets for financial reporting purposes. She has served as Chair of the Business Valuation Committee as well as the International Education Committee of the ASA and Chair of the Appraisal Standards Board that promulgates the Uniform Standards of Professional Appraisal Practice. She served as one of nine valuation professionals on the Valuation Resource Group formed by FASB. She is currently the Vice Chancellor of the ASA’s College of Fellows. She is a CFA and an FASA.
Jared Hannon | CFA | Director, Strategy & Transactions Advisory | Valuation Modeling | Grant Thornton LLP
Jared Hannon, CFA is Director of Strategy & Transactions Advisory in the Valuation and Modeling Group at Grant Thornton. He has more than 20 years of experience in business valuation with a focus on valuation of businesses, assets/liabilities, and complex financial instruments in accordance with ASC 718, IRC 409A, ASC 820, ASC 805, and ASC 350.
James P. Harrington | Director | Kroll LLC
James Harrington is a Director in Kroll’s Valuation Digital Solutions group, which produces the content and data housed in the Cost of Capital Navigator at kroll.com/costofcapitalnavigator. James provides technical support on client engagements involving cost of capital and business valuation matters. Previously, James was director of valuation research in Morningstar’s Financial Communications Business. James is co-author of the “Valuation Handbook” series with colleagues Carla Nunes and Roger Grabowski. James is co-author of the Stocks, Bonds, Bills, and Inflation® Summary Edition with Roger Ibbotson (Professor in the Practice Emeritus of Finance at Yale School of Management). James is a contributing author to Cost of Capital: Applications and Examples, 5th edition, by Shannon P. Pratt and Roger J. Grabowski. James is a contributing author to Shannon Pratt’s Valuing a Business – The Analysis and Appraisal of Closely Held Companies, Sixth ed.
Vladimir Koborov | ASA, CPA/ABV| Partner | Marcum LLP
Vladimir Korobov is a partner in the Valuation, Forensic & Litigation Services practice group. He has more than 20 years of experience providing business valuation, litigation support, and financial analysis services. Mr. Korobov has performed valuations of business interests for a variety of purposes including, but not limited to, family law matters, estate and gift tax, fairness opinions, transactions, solvency determination, employee stock ownership plan formation and updates, financial reporting, and litigation. The subjects of his valuation assignments have included entire enterprises and partial business interests, preferred and debt securities, portfolios of assets, derivative instruments, intangible assets, and profit-sharing arrangements such as carried interests and developer promotes.
Keith Konen | ASA, CFA | Director | Grant Thornton LLP
Keith Konen, CFA, ASA, is a Director in the Valuation & Modeling Group at Grant Thornton LLP. He has over 20 years of experience in valuing businesses, securities, and intangible assets, primarily for financial reporting purposes. Keith leads the Central Region Complex Financial Instrument practice at GT and is a lead developer for the much of the internal valuation training at Grant Thornton.
Jessica Landay | ASA, ABV, CVA, MAFF | Partner | Harper Hofer & Associates
Jessica Landay, ASA, ABV, CVA, MAFF, is a Partner with Harper Hofer & Associates in Denver, Colorado. She has more than 18 years of business valuation experience and has valued businesses and business interests in a variety of industries for purposes including marital dissolution, estate and gift tax reporting, shareholder buy-in/buy-out, transactions, shareholder dispute and other litigation matters. She has testified as an expert witness in business valuation in multiple Colorado jurisdictions. Jessica has been a designated member of ASA since 2015. She is also actively involved in the National Association of Certified Valuators and Analysts as a Mentor and currently serves on the Board for the CO/WY State Chapter of NACVA. She is also actively involved in the AICPA, currently serving on the FVS Conference Planning Committee. She has authored articles and presented on valuation topics for numerous organizations.
David Lo | ASA, CFA | Director | HealthCare Appraisers
Mr. Lo is a Director in HealthCare Appraisers’ Denver office, where he has been providing his clients analysis and consultation in business valuation, intellectual property, litigation support, and healthcare provider compensation relationships since 2014. Mr. Lo earned a Bachelor of Business Administration degree in 2014 from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics. Mr. Lo is a CFA charterholder and an Accredited Senior Appraiser (ASA) in business valuation.
Stephanie Loomis-Price | Partner | Perkins Coie LLP
Stephanie Loomis-Price is Partner at Perkins Coie LLP. She has over 25 years of experience in representing taxpayers in federal gift and estate tax litigation against the Internal Revenue Service (IRS), as well as in state fiduciary and probate controversy work and regularly appears in state, district, and county probate courts in Texas. Stephanie advises clients regarding estate administration and helps them minimize litigation and audit risks. Experienced in helping business owners, Stephanie also advises on tax-efficient succession planning with a focus on minimizing litigation and audit risk and assists families in designing, funding, and maintaining closely held businesses. Stephanie is an active fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), Stephanie regularly speaks nationwide on topics related to gift and estate tax matters.
Penny Lutocka | ASA, CPA/ABV, CFE | Principal | Houlihan Valuation Advisors
Penny C. Lutocka, CPA/ABV, ASA, CFE is a Principal with Houlihan Valuation Advisors. I am a former partner with a leading CPA firm where I provided financial statement and tax services for many types of businesses including health care, professional services, distribution, retail, engineering and construction.
Amanda A. Miller | Ph.D. | Managing Director | Ernst & Young, LLP (EY)
Amanda Miller is Managing Director, Valuation, Modeling and Economics, Ernst & Young (EY). She serves as co-chair for the AICPA PE/VC task force, key author for 2013 AICPA “Cheap Stock” task force and co-chair for current “Cheap Stock” update and is EY’s National Audit Assist Leader for the valuation practice, directing audit assist policy and procedures. Her client-serving work focuses on fair value issues and on valuing complex instruments, such as options, warrants, preferred and common stock, performance awards, convertible notes, debt and related embedded derivatives, loan portfolios and contingent considerations. Amanda holds a PhD, dual master’s degrees from Stanford University and dual bachelor’s degrees from the California Institute of Technology.
Carla Nunes | CFA, ABV | Managing Director | Kroll LLC
Carla S. Nunes, CFA, ABV is a Managing Director in the Office of Professional Practice of Kroll and a Kroll Institute Fellow. In addition, Ms. Nunes is the Global Leader of Kroll’s Valuation Digital Solutions group, which produces cost of capital thought leadership content and data housed in the Cost of Capital Navigator. She has over 25 years of experience in valuation, financial reporting and tax, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning. Ms. Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues. She is a co-author of the “Valuation Handbook” series and co-creator of the Kroll Cost of Capital Navigator. Ms. Nunes is a Practitioner Director in the Board of FMA International.
Lucas Parris | ASA-BV/IA, CFA | Senior Vice President | Mercer Capital
Lucas Parris, senior vice president, is the leader of Mercer Capital’s Financial Reporting Valuation Group, providing public and private clients with fair value opinions and related assistance pertaining to goodwill and other intangible assets, purchase price allocation, stock-based compensation, and illiquid financial assets. Lucas also leads Mercer Capital’s Insurance Industry Team, specializing in valuation and advisory services for insurance agencies, brokerages, underwriters, third-party administrators, and other industry service providers. These services include independent valuations for corporate transactions, agency perpetuation, buy-sell agreements, financial reporting, tax compliance, and buy or sell side consulting services.
Anthony Pumphrey | ASA, CFA | Managing Director | Valuation Research Corporation (VRC)
Anthony Pumphrey, CFA, ASA is a Managing Director of Valuation Research Corporation. He has over 15 years of experience in valuation engagements for public and private companies in support of tax, business combinations, impairment testing, stock-based compensation, reorganizations, and claims within complex capital structures. He is a frequent presenter on valuation topics, and is currently a subject matter expert on the Appraisal Foundation’s working group preparing a Valuation Advisory on the Company-Specific Risk Premium.
Michael Rigby | CFA | Managing Director | Kroll, LLC
Michael Rigby is a Managing Director in the Valuation Advisory Services practice of Kroll, based in Chicago. Michael is part of the industrial products industry group of the firm and co-head of U.S. Tax Valuation Services. Michael’s clients include large multinational corporations, mid-/small-cap companies and private equity firms across a broad spectrum of industries, including advertising, aerospace and defense, automotive, chemicals, education services, industrial products, magazine and book publishing, media, oil and gas services, software and technology.
Mark Roesler | Chairman & CEO | CMG Worldwide
In his 43rd year of representing over 1,500 of the world’s most famous personalities, CMG Worldwide Founder, Chairman & CEO, Mark Roesler, has successfully positioned his marketing and management company as the dominant force in the evolving intellectual property arena.
CMG Worldwide is the exclusive business agent for over 300 of the world’s most sought after and recognizable celebrities, including: entertainment giants James Dean and Pamela Anderson; sports legend Jackie Robinson; musical entities Chuck Berry and Ella Fitzgerald; and historical figures like Neil Armstrong and Malcolm X.
Robert Schlegel | FASA, MCBA | Principal | Houlihan Valuation Advisors
Rob Schlegel, FASA, MCBA is a Past International President and has taught all four BV courses, including BV203 where the issue of Discounts for Lack of Control is addresses. His professional duties as a Principal at Houlihan Valuation Advisors requires the appraisal of many non-controlling interests, which rely on a DLOC in various analytical methods.
Ronald Seigneur | ASA, CPA, ABV, CVA | Founding Partner | Seigneur Gustafson LLP
Ron has over 30 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA, state bar associations and the Environmental Protection Agency. He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver Daniels College of Business where he teaches Valuing a Business.
Paul L. Skluzak | Financial Analyst | Houlihan Lokey
Paul Skluzak is a Financial Analyst in Houlihan Lokey’s Dispute Resolution Consulting and Financial Expert Opinions practice. He has over five years of experience in providing valuation and consulting services for commercial litigation, estate and gift taxation, and dispute resolution purposes. Prior to joining Houlihan Lokey, Mr. Skluzak served as a Senior Associate at the Griffing Group, a boutique consulting firm, specializing in Delaware Court of Chancery matters.
Adam M. Smith | ASA, ABV, MRICS | Managing Director | PricewaterhouseCoopers
Adam is a Managing Director and technical leader at PwC with over 20 years of experience in business valuation – both performing and auditing valuations. For the last ten years he has been heavily involved with standard-setting, having spent time working at the FASB and the IVSC.
Katherine Taylor | ASA, CPA/ABV, MBA | Senior Manager | ECG Management Consultants
Kate Taylor, CPA/ABV, ASA, MBA performs fair market value and commercial reasonableness analyses for physician practice groups, hospitals, and health systems, both in business and compensation
valuation. She is a Certified Public Accountant licensed in Tennessee and has extensive knowledge of financial reporting and analysis. Kate is also Accredited in Business Valuation from the American Institute of Certified Public Accountants and an Accredited Senior Appraiser of the American Society of Appraisers. She received the 2022 American Society of Appraisers Rising Star Award in Business Valuation, the 2021 Knoxville, TN 40 Under 40 Award, and the 2019 AICPA Forensic and Valuation Services Standing Ovation.
Joseph Thompson | ASA, CFA | Principal | Griffing Group
Joseph W. Thompson, ASA, CFA is a Principal at the Griffing Group. He has approximately 20 years of experience as a professional in the finance industry. He performs valuation and damages analyses for purposes of commercial litigation, estate /gift taxation, employee stock ownership plan compliance, and purchase price allocation. Mr. Thompson has been a designated member of the ASA and currently sits on the editorial review board for Business Valuation Review.
Mary Warmus | ASA, CPA | Director, Valuation Services | MichaelSilver
Mary is a CPA and Accredited Senior Appraiser (ASA) with a focus in business valuation. She is the Director of Valuation Services for MichaelSilver, a CPA firm. Mary’s practice focuses on the valuation of closely held businesses, their securities and their intellectual property for tax and corporate planning, reorganization, financing, restructuring, litigation and succession (M&A) purposes. In addition, Mary is engaged in investment banking activities that include business acquisitions and divestitures. She has over 30 years of experience valuing closely held businesses and intellectual property for tax and strategic business planning purposes. Mary’s principal business valuation experience is in the following sectors: manufacturing, distribution, printing, agriculture, professional services, healthcare, logistics, computer software, computer consulting, and investment holding companies including partnerships. Prior to her career in business valuation, Mary was a tax consultant where she focused on research and compliance issues for various corporations, partnerships and high net worth individuals.