NACVA - National Association of Certified Valuation Analysts
National Association of Certified Valuation Analysts
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Advancing the Business Valuation & Financial Forensics Disciplines
Program

Reporting Writing: Review and Analysis (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
Where and When
March 15-16 Chicago, IL
June 7-8 Miami, FL
August 12-13 Newport Beach, CA
Who Should Attend
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/
 



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