Member Directory | NACVA Site Search:

Colorado State Chapter



Chapter President: Sarah Spelts Loebl
Telephone: (303) 319-6820
E-mail: cowynacva@gmail.com

Join us Thursday, November 30th!
CAP Session in the morning followed by an afternoon of CPE! 
 
 
TIME AND LOCATION
 
Thursday, November 30th
 
Case Analysis in Person 10:00 a.m.-Noon
Meeting (lunch + 4 hours of CPE) Noon-5:00 p.m.
 
The New Clubhouse at
Columbine Country Club
17 Fairway Lane
Littleton, CO 80123
 
Please RSVP to cowynacva@gmail.com. Be sure to include whether you are attending the CAP session in addition to the afternoon CPE in your RSVP.
 
 
Case Analysis in Person (CAP): 2-14 Hours CPE
  
Attendees break into small groups to review and discuss actual valuation reports. Through this process, you will learn from others' experience and group interaction. 
 
Although CAP is no longer a recertification requirement, we are offering CAP at the November meeting.  The cost for 2 credit hours of CPE is $15. 
 
The CAP is eligible for an additional 12 NACVA bonus points which would be counted towards your CVA recertification.  The cost of this additional 12 bonus points (hours) is $150. 
 
If you choose to receive 14 hours of CPE by participating in CAP, the total cost is $165. This is an excellent option to earn bonus CPE toward recertification at the end of the year!
  
Bring your check for the CAP session (written to NACVA) to the meeting.   
 
Afternoon CPE Session: 4 Hours CPE
 
Featuring:
 
Buck Ward, ASA 
Three Approaches to Equipment Valuation and Obtaining Proper Collateral Documentation
 
Cameron Seglem
Appraising Medical Equipment for Medical Practices
 
Ed Cordes, Cordes & Company
Valuation of Agricultural Businesses
 
and
 
Rand Gambrell, BKD CPAs & Advisors
Valuation Issues and Approaches When Appraising Companies with Complex Capital Structures
 
Registration and Payment
 
Please email cowynacva@gmail.com to RSVP
 
The meeting cost including 4 hours of CPE, lunch and snacks is $75.
 
The meeting price will go up to $90 for all RSVPs received after 11/27.
 
Mail a check payable to the "NACVA State Chapter Foundation of Colorado - Trust Account" to the following address:
 
Erika Murphy
4865 Ward Road Suite 100
Wheat Ridge, CO 80033
 
If you wish to pay by credit card, you may call Erika Murphy with Robert's office at 303.421.4775. 
 
Refunds will be given in the form of future meeting credit if notification 
is received at least 24 hours before the meeting.
 
Discounts are available for students and retired practitioners. Please contact cowynacva@gmail.com for more information. 
 
Following registration and prior to the meeting, you will receive a confirmation email with the meeting materials which you are encouraged to review ahead of time and to print if you like. We will not provide printed materials at the meeting. 
 
 
COLORADO-WYOMING NACVA Chapter
The Colorado-Wyoming Chapter of the National Association of Valuators and Analysts is here to support valuation professionals (and other professionals who use our services) through education, professional development, mutual support and by promoting our profession.  Whether you are a newly minted CVA, just interested in valuation concepts for your business, or a 20 year veteran CVA, we welcome your participation in our Chapter.   Call us at any time with any suggestions or comments.
 
Sarah Spelts Loebl, President
sarah@valuation-analytics.com
 
Lari Masten, Vice President 
lari@mastenvaluation.com
 
Tiffany Nelson, Secretary 
tnelson@cordesco.com
 
Robert Zarlengo, Treasurer
 bzarlengo@rjzinc.com
 
David Velasco, Member Outreach
 dlvelasco@strategicvaluationassociates.com
 
Tamara Rigberg, Marketing and Communications
 rigberg@harperhofer.com
 
Sheryl Brake, Immediate Past President
sheryl@encompasstransitions.com
 
Consider joining our State Chapter LinkedIn page.