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Business Valuation Report Peer Review—Case Analysis in Person (CAP) or by Webinar (CAW)

Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA

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The Profession's First and Only Business Valuation Report Peer Review

The peer review of valuation reports offered through the Case Analysis in Person (CAP) or Case Analysis by Webinar (CAW) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements.

Recommended CPE Bonus Points Program
This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

CAP Report Bonus

How You Will Benefit

After completing this course, attendees will be able to:

  • Recognize the do’s and don’ts of writing an effective report
  • Determine techniques that they can take back to the office to use or avoid  

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Who Should Attend

Newly credentialed business valuators who have obtained their valuation certification (CVA, CBA, ABV, ASA, etc.) in the last three years, and those who perform less than five valuations per year interested in advancing their valuation skills and developing new business opportunities. Seasoned business valuation practitioners looking to bolster their skills and efficiencies. All practitioners will come away with the skills required to both create and maintain a thriving valuation practice.

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To register, select the date and location you'd like to attend and click the "Register Online Now" button for our online event registration.  Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
 One-Day Live Online Webinar Schedule  
            Early Registration Discounts
and Deadlines
Dates Time   10%
1:00–3:00 p.m. MT
September 24 8/31/2018
October 11 9/30/2018
November 26 10/31/2018
December 18 11/30/2018
January 29, 2019 Tuesday,
1:00–3:00 p.m. MT

This course is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount) Non-Member Member
One-day Course or Webinar (2 Hrs CPE) $250 $225
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation There will be some advanced preparation work with this course.
Prerequisites Attendees need a background in the subject area and a desire to keep current.
Fields of Study Accounting 1
  Finance 1
Total CPE Hours   2

Webinar CPE Hours
Delivery Method Group Internet-Based
Program Level Intermediate
Advanced Preparation There will be some advanced preparation work with this course.
Prerequisites Previous training or research on subject matter being taught.
Fields of Study Accounting 1
  Finance 1
Total CPE Hours   2

For more information regarding CPE, Program Levels and Fields of Study please click here.  

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