Business Valuation Report Peer Review—Case Analysis in Person (CAP) or by Webinar (CAW)


Co-Sponsored by the National Association of Certified Valuators and Analysts®  

Arrow Program Description Arrow Who Should Attend Arrow Pricing and CPE
Arrow How You Will Benefit Arrow Dates and Locations Arrow Webinar

The Profession's First and Only Business Valuation Report Peer Review

The peer review of valuation reports offered through the Case Analysis in Person (CAP) or Case Analysis by Webinar (CAW) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

BONUS: Do you have a valuation report you would like reviewed? Valuators who submit a report for peer review receive: feedback from the peer review session of their report; attendance to any CAP or CAW session for free; an incentive to attend Report Writing: Review and Analysis free or discounted; and qualify for royalty payments for use of their reports as part of the training sessions.

How You Will Benefit

After completing this course, attendees will be able to:

  • Recognize the do’s and don’ts of writing an effective report
  • Determine techniques that they can take back to the office to use or avoid  

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Who Should Attend

This course is designed for all business valuation practitioners who wish to improve their valuation reports.

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To register, click on date or location below or contact NACVA Member/Client Services at (800) 677-2009 or NACVA1@NACVA.com.
    Early Registration Discounts
and Deadlines
Dates Location 10% 5%
June 7, 2017 Chicago, IL N/A N/A
September 11, 2017 Washington, DC 7/31/2017 8/31/2017
October 16, 2017 Philadelphia, PA 8/31/2017 9/30/2017
October 30, 2017 New Orleans, LA 8/31/2017 9/30/2017
October 31, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 13, 2017 Chicago, IL 9/30/2017 10/31/2017
December 4, 2017 Ft. Lauderdale, FL 9/30/2017 10/31/2017
December 11, 2017 San Diego, CA 10/31/2017 11/30/2017
December 12, 2017 San Diego, CA 10/31/2017 11/30/2017
January 22, 2018 Las Vegas, NV 11/30/2017 12/31/2017


This course is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount) Non-Member Member
One-day Course (2 Hrs CPE) $250 $225
 
 
 
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation There will be some advanced preparation work with this course.
Prerequisites Attendees need a background in the subject area and a desire to keep current.
Fields of Study Accounting 1
  Finance 1
Total CPE Hours   2

For more information regarding CPE, Program Levels and Fields of Study please click here.  

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Case Analysis by Webinar (CAW)
July 19, 2017
August 14, 2017
September 6, 2017
October 18, 2017
November 8, 2017
December 6, 2017
January 22, 2018

Pricing (Before Early Registration Discount) Non-Member Member
One-day Webinar (2 Hrs CPE) $250 $225
10% Early Registration Discount Available, for more information visit our Online Learning page.  

Webinar CPE Hours
Delivery Method Group-Internet-Based
Program Level Intermediate
Advanced Preparation There will be some advanced preparation work with this course.
Prerequisites Previous training or research on subject matter being taught.
Fields of Study Accounting 1
  Finance 1
Total CPE Hours   2
 

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