Kentucky State Chapter

Chapter President: Rory Satkoski
Telephone: (502) 271-9304
E-mail: rsatkoski@strothman.com
 

Event Details	Meeting/Event Location
Event Date: Friday, September 17, 2021 Event Start Time: 8:00 AM ET Event End Time: 12:20 PM ET Earn up to 4 Hrs CPE Event Roster	Group Internet Based
8:00 a.m.–8:30 a.m. Check-in and Materials Set-up   8:30 a.m.–10:30 a.m. Session #1: Case Analysis by Webinar Presenter: Rory Satkoski Course Materials: Strengths and Weaknesses Worksheet Business Valuation Scenario Experience Requirement Scoring Key Online Conclusions and Recommendations Report Report: Product Manufacturing Company and Subsidiaries Program Description: During this sesion participants will discuss and grade a sample valuation report sent to them from NACVA. Advanced Preparation: Read the sample report before attending the session. Field of Study: Accounting - 1; Finance - 1 $25 2 Hrs CPE 10:30 a.m.–10:40 a.m.     Break   10:40 a.m.–11:30 a.m. Session #2: How to Sell BVFLS Services Better with Zoom Presenter: Rod Burkert  Program Description: Zoom calls (or calls on similar platforms) have come to be revered and reviled. But regardless of how we feel, SELLING OUR SERVICES VIRTUALLY has become a needed skill … maybe even a required superpower. And visual models that convey the WHY, WHAT, and HOW of what we do are necessary adds to the Zoom sales call choreography. Because when we use models, we convey insights that conversation alone cannot which improves the prospect-to-client conversion rate. And that is what this session is all about.Imagine our prospects listening to us describe what we’ll do for them. By the time we get to the end, they forget what we said in the beginning. Our pitch falls short because there is nothing for our prospects to see and remember. We can no longer just sit in front of a screen and talk. We must USE the screen and share the value of our services THROUGH the screen. Visual models and Zoom are perfect for this purpose. It’s time to stop TELLING our prospects what we do. Instead, we must start SHOWING them. And to show how easily it can be done and how little time it takes, the basic visual models will be drawn in the session in real-time. And best of all, you can apply everything you learn in this session to backs of envelopes, napkins, or diner placemats!  Learning Objectives: After completing this session, attendees will be able to: Examine the scientific research that supports visual learning. Create simple visual models that complement virtual or in-person sales sessions. See the needed tools and tech to create visual models on video call platforms. Advanced Preparation: None Field of Study: Communications and Marketing - 1 $25 1 Hr CPE 11:30 a.m.–12:20 p.m. Session #3: Ooops! How To Avoid a Trip to the Ethics Committee Presenter: Robert Schlegel Program Description: This course will show a variety of problems in appraisal reports yielding a spurious or unsupported conclusion of value. Each of the examples shown will be from certified appraisers/analysts who either didn't understand the subject business or made problematic calculations without understanding appraisal theory. Review suggestions will be discussed that should help to catch embarrassing errors before attorney or IRS analysis that would cause a referral to NACVA sources for incompetence. Learning Objectives: After completing this session, attendees will be able to: Identify how careless mistakes can be avoided Select the thought process necessary to reach a conclusion of value. Advanced Preparation: Materials Field of Study: Behavioral Ethics - 1 $45 1 Hr CPE Recertification Option: with Case Analysis by Webinar, earn an additional 12 Bonus Points towards your NACVA Recertification and reduce/eliminate recertification fees. $150 12 Bonus Points (Optional) Please log in at the top of the page prior to clicking Register Now.