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Annual Conference
I have a different perspective on the annual conference when it’s
in my backyard. Trying to be objective, the location was gorgeous
and but for the typical Florida summer showers, we have a perfect
view of the beach and access to much of the SOBE (South Beach)
scene. Being mindful of the economic challenges of the time, I
think there was an appropriate balance of cost containment without
compromising our purpose. I particularly enjoyed the opportunity
to meet with our colleagues at the IBA to discuss the process of
aligning our chapters to reach more of the members of both
organizations. Thank you to Gary Fodor and Howard Lewis, and
everyone who worked behind the scenes, for arranging the meeting.
Gary and I have been talking since early this year; this was my
first opportunity to meet the rest of his committee. We all
realize that working together is a process of discovery and the
dialogue is ongoing. Our keynote speaker, Joseph Grano, and his
message on leadership in the financial sector were timely and
engaging, and it was a nice touch to give us all a copy of his new
book!
Bravo to our headquarters staff and all the presenters. Every year
many of us must make difficult choices on which session to attend,
so I am pleased to see more are available in recorded content. Now
you can find over 30 sessions “on demand” to enjoy at your
convenience. Visit www.nacva.com.
Some of the chapter leadership of NACVA and a few IBA members met
after hours to enjoy dinner and conversation at YUCA Restaurant on
Lincoln Road Mall. I think this could become a regular part of the
annual conference; as we gain more participants perhaps we’ll add
a second location to keep the setting conducive to networking and
collaboration.
Tri-Annual Meetings and New Chapters
The first state chapter meetings of the year are being held this
week in many locations. For those who do the work to keep these
events a valuable benefit, thank you for your leadership and
commitment to the members of NACVA and IBA. The meetings at the
local level offer so much beyond affordable CPE. Several state
chapters are expanding the length and/or content of their meetings
beyond the Tri-Annual Agenda programs provided by the national
office. Texas is moving the meetings around the state, with the
first of the year being in San Antonio. Look for the meetings in
your location and support them. You can find the most recent list,
which changes frequently as new locations are added, at
www.nacva.com. Massachusetts
is bringing in James Lurie at the next meeting,
Maryland/Washington, DC had Bob Cimasi, and New Jersey/New York
brought in Mike Kaplan and others for another banner conference
with over 100 professionals in attendance. Thank you to IBA for
adding both content and presenters to some of the chapter events.
Mississippi, Oregon, and Washington are restarting chapter
activity and certainly the leaders will welcome your
participation. We are looking at California and Florida for
interested volunteers. We will have another “new leaders” phone
call soon for those interested in getting involved either at the
chapter or state chapter committee level. Drop me a note at
simoneh1@nacva.com if you
want to join in.
Thank You and Communication
If you have a chance to do so, tell your chapter leadership that
their efforts are appreciated. All our leaders are volunteers with
busy schedules just like yours. They take pride in the meetings
and ask that you take advantage of the opportunity to attend as
well as keep them aware of what you would like to see at the local
level. Most important, keep your e-mail addresses up-to-date at
NACVA and communicate. We distribute updated member lists four
times a year. If you get their messages, please respond on a
timely basis so they can plan for your needs. If you are not
getting e-mail messages from your chapter leaders, let them know
or send me an e-mail so that we can resolve any breakdown. Spam
filters keep getting more powerful, and currently I am seeing more
unusual activity than before. Our next move is to embrace social
media in a slow and purposeful way. It looks like Texas will have
the first “LinkedIn Group”; if you don’t have a profile, join me
in activating one for yourself and learn how this works. Then
you’ll be ready to join your state chapter group when it comes
online. We’ll keep you posted on our progress.
For those who remain social media skeptics, this is no fad. There
are fascinating studies being done on how useful a tool it is in
getting customers to “buy.” Based on social economics, there is
some real value to the “relationships” created among social media
members. There are some who say it is equal to a face-to-face
contact in its ability to persuade the parties to exchange value.
Interested in knowing more? Join us in the adventure as I start
this project. I am fully prepared to make a few missteps. If you
are ahead of me, give me your suggestions and ideas of how to make
it better, smoother, and more useful to our state chapter
experience. We’ll need more help at the state chapter committee to
keep all our projects moving forward. We’re always happy for
another set of hands.
Cutting Edge Education
I am often amazed at how this organization can respond so quickly
to what is happening in the environment surrounding this
membership. Don’t these people in Utah ever sleep? A riddle for
you: how is NACVA serving those suffering from the impact of the
BP oil spill in the Gulf of Mexico? Visit our latest online
learning catalog to see. Hint: it is about determining the losses
from the spill.
Local state chapter events provide members
valuable opportunities to: (1) promote CVAs, AVAs, CFFAs, CMAPs,
and NACVA within the community, (2) create a platform to network
and develop mentoring relationships with other members, (3)
deliver relevant industry-related information and educate
members on the range of support available as benefits of
membership and, (4) receive economical CPE on timely and
relevant topics pertinent to valuation and litigation forensic
services.
I encourage NACVA members to take advantage of these
opportunities, share ideas, and educate one another on current
issues facing the business valuation, litigation, financial
forensics/fraud consulting, and mergers and acquisitions
communities. To help facilitate and address such issues, NACVA
provides presentation materials for three half-day state chapter
meetings each year on topics of current interest.
Contact your local state chapter president to let him/her know
of your interest in attending a meeting, being a presenter, or
assisting in preparing the materials for a future meeting—or
contact me at
simoneh1@nacva.com or NACVA’s Executive Director, Pam Bailey
at pamb1@nacva.com. |
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