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Indiana State Chapter



Chapter President: Paul Wonch
Telephone: (317) 408-8710
E-mail: pwonch@wonchvaluation.com 

We are planning to have three state chapter meetings this year, two in Indianapolis and one in Fort Wayne. While the program content has not been determined, we have tentative dates for the meetings set as follows:
 
August 3—Indianapolis (See details below)
October 5—Fort Wayne
November 30—Indianapolis
 
Please mark your calendars if you are planning to attend. If you have any ideas regarding program content for the meetings or if you might like to present at a meeting, please e-mail me (pwonch@wonchvaluation.com) letting me know your interests.
 
Paul Wonch, Indiana State Chapter President

Attention NACVA Members of Indiana,
 
Our first meeting of 2018 will be on Friday, August 3, 2018.
 
Please e-mail Paul Wonch at pwonch@wonchvaluation.com to register today!
 
The meeting will be held in Indianapolis on the far northwest side just inside the Route 465 Outerbelt off of North Michigan Road (see address and directions below).
 
Sign-in will begin at 10:00 a.m. with the meeting officially starting at 10:30 a.m.  The meeting is expected to run until 4:15 p.m.  Lunch will be provided.
                
Click here to view the agenda for the meeting. We will have two presentations and a Case Analysis in Person. The first presentation will be an overview of the implications of the Tax Cuts and Jobs Act on Business Valuation. If time allows, we will also review the new Cost of Capital Navigator tool provided by Duff & Phelps in place of the Duff & Phelps/Morningstar/Ibbotson books that have been used in the past. The second will be a live webinar on practice development featuring Rod Burkert (view program description here). To register please e-mail Paul Wonch. Please bring a check to the meeting for $75 made out to NACVA Indiana State Chapter to help cover costs.
 
Additional Info:
 
CPE? Yes.  Attendees will receive 5 CPE credits for attending the meeting.  We will have attestation forms for you to complete at the meeting to be sent to NACVA and for your records.
 
Case Analysis in Person?  Yes! The case analysis qualifies for points for recertification.  If you would like to take advantage of this, please bring a check for $150 made out to NACVA to cover the fee for this.  Otherwise please be prepared to discuss the case but you will not get additional recertification points for it.
 
Address and Directions- 
Office Building across from the Embassy Suites Hotel at
3905 Vincennes Road
Indianapolis, IN 46268
 
Go to the Michigan Road (Route 421) Exit on the northwest part of Indy’s Route 465 outerbelt
 
Go south on N Michigan Road on the inside of the outerbelt for about a half mile until you reach Vincennes Road
 
Turn right on Vincennes Road and go about two tenths of a mile and turn left into the parking lot for the office building on the left directly across from the Embassy Suites Hotel
 
Enter the building through the main entrance and go to the elevators to your left (and then on your right) as you walk into the building
 
Go to the third floor and follow the signs directing you to the meeting
 
If you have any problems you can call my cell at 317-408-8710 
 
Hope you can attend.
 
Best regards,
 
Paul Wonch, MBA, CPA/ABV, CVA, MAFF