Participants are presented with an appraisal review outline and rubric, as well as a template for a business appraisal review report. Participants learn the techniques of business appraisal review in small group breakout sessions facilitated by expert ABAR-accredited instructors. Specifically, they will:

• Learn how to express their business appraisal review findings in a concise and effective fashion
• Learn the elements of business appraisal review of interest to stakeholders in the appraisal process
• Improve their own appraisal skills and learn how to identify strengths and potential weaknesses of their own appraisal reports
• Improve their mentoring and coaching skills

Participants will get a new perspective on their appraisal techniques, be able to critically review the work product of others, and get their accreditation upon satisfactory completion of the workshop. Plus, the ABAR accreditation provides an instant economic advantage to the business appraiser.

Day 1

AM
* Presentation of business appraisal review procedures
* Review of business appraisal standards—all organizations and USPAP
* Discussion of pre-reads: journal articles; best practice
* Presentation of a nine-step rubric of elements of business appraisal review

PM
* Distribution of first (of three) case studies
* Division of class into breakout teams
* Breakout teams begin analyzing case study—instructors facilitate team meetings

Day 2

AM
* Final preparation for team presentations of first case study
* Teams present first case study—each team presents on an assigned selection of the nine steps
* Other teams observe presentations and ask questions
* Instructors debrief process

PM
* Continue presentation of elements of business appraisal review
* Division of class into new small teams
* Assignment of second case study
* Instructions to teams for second team presentations—selection of the nine steps and one written section of business appraisal report
* Teams analyze case study and prepare for presentations
* Teams e-mail written report assigned portion to instructors

Day 3

AM
* Final team preparation for presentations
* Teams present second case study
* Teams discuss presentations, instructors debrief and facilitate
* Instructors discuss review of written reports portion (that instructors had analyzed the night before)
* Instructors present sample business appraisal report
* Assignment of final case study to small teams (teams stay intact from Day 2)

PM
* teams analyze final case study and prepare for presentations Day 4 AM
* Individually, team members begin preparation of their final business appraisal review report
* Final exam administered 5:30–7:30 PM
* Instructors grade the exams

Day 4
AM
* Final team preparation for presentations and individual work on business appraisal review report
* Teams present final case study—instructors debrief
* Team members continue work on individual business appraisal review report

PM
* Presentation and discussion of practice development and management activities
* Discussion of IBA committee structure for support of ABAR accreditation
* Team members submit individual business appraisal review report
* Closing and dismissal

The Business Appraisal Review Accreditation Workshop was created and is taught by Frank Rosillo, CPA/ABV, CBA, CVA, CFE, BVAL, ABAR, Howard A. Lewis, ABAR, AVA, and Aaron T. Caya, CPA, ABV, CVA, CFF, ABAR. Mr. Rosillo is the managing director of The Valuations and Forensics Advisory, LLC, located in Miami, FL. His expert witness experiences include cases in federal and state courts, and he is a frequent lecturer and trainer in valuation and forensics topics. Mr. Lewis is the executive director of the Institute of Business Appraisers. Prior to his retirement, he was the national program manager of the Engineering and Valuation Program of the IRS, where he implemented the first business valuation standards. Mr. Caya is a director in Doeren Mayhew’s Litigation Support and Forensic Services Group. He has been qualified as an expert witness and has testified in a number of forums including trials, arbitration, and depositions.

Accredited practitioners (CBA, CVA, AVA, ABV, ASA) interested in advancing their appraisal skills and developing new business opportunities, accredited practitioners acting as expert witnesses, and senior practitioners in charge of appraisal staff will greatly benefit from the skills taught in the workshop. Also, valuation practitioners representing clients before the Internal Revenue Service and other regulatory agencies.

 

May 3-6	Tampa, FL
August 9-12	Newport Beach, CA
October 25-28	Washington, DC
December 6-9	Las Vegas, NV

2010 Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Four-Day Workshop....................................$2,200....................$1,980
ABAR Exam, Grading, and Peer Review Fee........$475.......................$475

For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.

The Institute of Business Appraisers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org/