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:

• Understand how to express their business appraisal review findings in a
  concise and effective fashion
• Understand 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 gain a new perspective on their appraisal techniques, be able
to critically review the work product of others, and review 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.

October 23–26	Atlanta, GA
November 26–29	Ft. Lauderdale, FL
December 11–14	Las Vegas, NV

Click here for a list of hotel locations, room rates and reservation information.

Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Four-Day Workshop....................................$2,200....................$1,980
ABAR Exam, Grading, and Peer Review Fee........$595.......................$595

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute. Or print and complete the Registration Form, scan, and e-mail to registration@go-iba.org or call Member Services: (800) 299-4130. Click here for the Registration Form to print and fax (PDF).

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

Delivery Method	Group-Live
Program Level	Overview
Advanced Preparation	None
Prerequisites	None
Fields of Study	Specialized Knowledge and Applications	32
Total CPE Hours		32

For more information regarding refund, complaint, and/or program cancellation policies, please call Member Services: (800) 299-4130.

The Consultants’ Training Institute (CTI) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.