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Consultants' Training Institute

Benchmark training and certification in the accounting and financial consulting profession’s hottest growth niches.

Report Writing: Review and Analysis
Co-Sponsored by the National Association of Certified Valuators and Analysts

This engaging course is structured around the valuation engagement and report writing experiences of the attendees. As their specific issues are addressed, attendees will see examples of how to organize valuation reports, develop an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator.

It is incumbent upon the valuator to fully understand the standards by which his or her valuation report will be judged. Review standards are fully implemented in the business valuation profession, but few professionals know full well how to apply them to their own valuation reports. Conventional report writing classes do not delve much into the review process. Report Writing: Review and Analysis includes those elements of the business appraisal review process that will make attendee’s valuation reports much better—readable, credible, and persuasive.

Applicants for the Certified Business Appraiser™ (CBA™) and Certified Valuation Analyst® (CVA®) designations will find the course instrumental in producing their case studies and demonstration reports for accreditation. Attendees may qualify for the Accredited in Business Appraisal Review™ (ABAR™) credential by choosing to take the Accredited in Business Appraisal Review™ (ABAR™) Workshop that follows directly after the Report Writing: Review and Analysis course.

Understanding the elements of review can go a long way to making the appraisal more effective in the first place and enables the reviewer to ensure the quality and veracity of the appraisal. This workshop covers the six elements of business appraisal report writing credibility that are critical to a reviewer. Instructors will discuss appraisal review concepts, methods, and procedures as well as the relevant professional standards, e.g. USPAP Standard 3, USPAP Standards Rules and Advisory Opinions.

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

How You Will Benefit

After completing this course, attendees will be able to:

  • Detect challenges in a formal business oral presentation
  • Apply the elements of credible writing to business appraisal reports
  • Recognize the features of excellent and problematical business appraisal reports
  • Differentiate between scope and findings in an appraisal review report
  • Identify the six elements of business appraisal report writing credibility
  • Recognize the principles of business appraisal review to the appraisal report writing process
  • Identify professional standards in USPAP 3, by which a valuation report will be judged


Day 1: Introduction to Report Writing and Report Review
  • Recognize the features of excellent business appraisal reports, including design, layout, graphics, and organization
  • Identify language (grammar and content) useful for supporting subjective factors and typical valuation issues
  • Apply inductive and deductive reasoning to support valuation conclusions
  • Apply the principles of business appraisal review to the appraiser report writing process

 
Day 2: Writing the Appraisal Review Report
  • Identify and develop review findings on an individual and team approach
  • Apply the elements of business appraisal review to a business appraisal report
  • Present findings and respond to challenges in a formal business oral presentation
  • Prepare a written part of a business appraisal review report  
Who Should Attend

This course is designed for all business valuation practitioners who want to improve the quality of their written appraisal reports and who are considering formal education in appraisal review. Accredited practitioners (CBA, CVA, 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 course. Also, valuation practitioners representing clients before the Internal Revenue Service and other regulatory agencies.

Faculty
The Report Writing: Review and Analysis course is taught by Howard A. Lewis, ABAR, CVA, CBA, MS; and Francisco (Frank) Rosillo, CPA, ABV, CBA, CVA, CFF, BVAL, ABAR, MAFF.
Where and When



Dates



Location

Early Registration
Discounts and Deadlines
10% 5%
September 15–16, 2015 Pittsburgh, PA 6/30/15 7/31/15
 
Online Training Schedule
August 3–6, 2015  
November 2–5, 2015  
November 30–December 3, 2015  
January 11–14, 2015
 
In-house training is available with minimum attendance. Contact CTI’s Education Director at (800) 677-2009 to inquire.

Click here for a list of hotel locations, room rates and reservation information.
Pricing
Pricing (Before Early Registration Discount) Non-Member Member
Two-day Course $1,200 $1,080
Individual Days $600 $540

Register Now
To register: print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA); or complete the Registration Form and e-mail to info@theCTI.com; or call Member Services: (800) 677-2009. Click here for the Registration Form.
Cancellation Policy
There is no charge to reschedule your training. Cancellations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund. A $100 administration fee will be charged for three or more days’ registration at a Consultants’ Training Institute and $50 for all other seminar registrations. If requesting a “refund,” any credit vouchers and or Pacesetter Points® applied to the original purchase will be forfeited. Cancellations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued, upon request, a credit which may be used toward a Consultants’ Training Institute seminar, conference, self-study course, or product sold by NACVA. If requesting a “credit,” any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. There are no exceptions to this policy.

For information regarding administrative policies such as complaints and refunds, call our director of Member Services: (801) 486-0600.

Refund Policy for Airfare
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation Prepare a valuation report to bring to class.
Prerequisites Participants need a background in the subject area and a desire to keep current.
Fields of Study Specialized Knowledge and Applications 16
Total CPE Hours   16
For more information regarding CPE, Program Levels and Fields of Study please click here.
NASBA Sponsorship
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.
 





Attendees registering for Report Writing: Review and
Analysis
may continue following the class into the Accredited in Business Appraisal Review Workshop and qualify for the
Accredited in Business Appraisal Review (ABAR) credential.

 

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