Reporting Writing: Review and Analysis (IBA: 1010)
Program Sponsor: The Institute of Business Appraisers
(IBA)
Focus
This course is designed and intended to teach students how to write good
appraisal reports. The course is presented as a seminar – where students
actively participate in discussions on how to present information, data,
and valuation results in written form. Students are provided with
examples of how to organize appraisal reports, how to develop a table of
contents, how to present mathematical models and statistical information
using text, graphs, and charts, and in use of headings, outlines, and
terminal digit organization. During the course of the seminar, students
will review other students’ appraisal reports, and discuss in study
groups the various positive and negative aspects of many report formats.
Students are required to bring to the seminar, copies of their own
appraisal reports and are invited to have them reviewed by the
instructor and other students, and to receive feedback on their work
product in a constructive and helpful way. The course materials cover
comprehensive requirements for appraisal reports, use of grammar,
alternative reporting formats, both good and bad examples of report
language, and present solutions for presenting technical information in
a readable and understandable form. The course was developed by the
Co-Chairman of the IBA Qualifications Review Committee as a result of
reviewing thousands of appraisal reports and CBA demonstration reports,
and is intended to share with students the information gleaned form that
experience. Applicants for the CBA and AIBA designations will find the
course helpful in producing their demonstration reports.
Details
What You Will Learn
Participants in this course will
learn how to present information required in written business
appraisal reports, and accomplish the knowledge needed to
successfully prepare AIBA and CBA demonstration reports. At the
completion of this course attendees will:
· Study features of good reports, including design, layout,
graphics, and organization
· Study report content in detail, identifying language useful
for supporting subjective factors and other valuation factors
· Review their own appraisal reports
· Review and critique a sample report
· Compare a second report to the first using argument analysis
concepts
· Apply inductive and deductive reasoning to support valuation
conclusions
The course is designed for
Business Appraisers, CPA, CFO, Financial Analyst, Attorneys, M&A
Professionals, Business Consultants and Business Brokers and
participants who wish to enhance their knowledge and improve the
quality of their written business appraisal reports. Required
for AIBA and CBA applicants.
Participants should have at or near the level of knowledge
necessary to pass the CBA or AIBA written course, and should
have experience writing at least one business appraisal report.
Advanced Preparation
Students are required to bring to
the seminar, five copies of their own appraisal report to use in
the discussion groups, and to share with other students.
Pricing 2010
2010 Package Pricing (Before early
registration discounts.)...........Non-Member............Member
Two-Day
Course.......................................$900.......................$810
Cancellation Policy
For more information regarding refund, complaint, and/or program
cancellation policies, please call our director of Member
Services: (801) 486-0600.
NASBA Sponsorship
NACVA 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
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org/