Skip To Main Content
Directory      Join Now

Member Login

My Account Login



Forgot your Password?
Search
NACVA logo
  • Association
    • NACVA's Beginnings
    • NACVA's Axiom, Vision, and Mission
    • Benefits of Membership
    • Classifications of Membership
    • Ultimate Membership
    • Become a Member
    • NACVA Boards
    • NACVA Committees
    • NACVA Support Groups
    • Professional Standards
    • Alliances/Partners
    • Press Releases
    • Pacesetter® Awards Program
    • Privacy Policy
    • Online Directory
    • Job Opportunities Board
    • Headquarters Directory
    • Contact Us
    • Feedback
    • Policy on Non-Discrimination
  • Certifications
    • Certified Valuation Analyst (CVA)
    • Master Analyst in Financial Forensics (MAFF)
    • Accredited in Business Appraisal Review (ABAR)
    • Certified Business Appraiser (CBA) and Master Certified Business Appraiser (MCBA)
    • Recertification
  • Professional Education
    • Credentialing Training
    • Certificate of Educational Achievement Training
    • Introduction Training
    • Business Valuation Training
    • Financial Litigation Training
    • Forensic Accounting Training
    • Business Consulting Training
    • Programs for Attorneys
    • Transaction Advisory Services
    • Healthcare Valuation Training
    • Exit Planning Training
    • Software and Database Training
    • Conferences
    • Calendar and Online Event Registration
    • NASBA Sponsorship
    • Cancelation Policy
  • Online Learning
    • Online Training Schedule
    • Around the Valuation World®
    • CPE Webinars On-Demand
    • Surgent CPE Self-Study
    • Important Webinar Information—FAQs
    • Webinar Cancelation Policy
  • Publications
    • Association News
    • The Value Examiner
    • Journal of Forensic and Investigative Accounting
    • QuickRead
    • Around the Valuation World®
    • Call for Authors
  • Get Involved
    • State Chapters
    • International Chapters
    • Mentor Support Exchange
    • Publish An Article
    • Thomas R. Porter Lifetime Achievement Award
    • 30 Under Thirty
    • 40 Under Forty
    • Industry Titans
    • NACVA LinkedIn
    • NACVA on Twitter
    • NACVA on Instagram
    • NACVA Video Network
    • YouTube Live Q&A Broadcasts
    • Join Our E-mail List
  • Store
  • Home
  • Publications
  • Association News
  • State Chapter News and Update—Second Quarter 2015

State Chapter News and Update—Second Quarter 2015

NACVA Association News

PamBaileyNACVA Releases a New Model for State Chapters

“Life is Change. Growth is Optional. Choose Wisely.”
—William Somerset Maugham

By Pamela R. Bailey
NACVA’s Executive Director
State Chapter Foundation Director


STATE CHAPTER INITIATIVE
Introducing a New Model—Beginning this year, NACVA Headquarters (HQ) will take a new approach with support to State Chapters (SC) in addressing your topic/curriculum needs for your meetings/events.  There will be four HQ-sponsored SC events in 2015 within which to select topics for your SC agendas.  They will be calendared on the same days as NACVA/CTI’s conferences listed below, delivered live via the internet.

Dates Theme Location*
September 15–16 Business Valuation Conference Pittsburgh, PA
October 19–20 Financial Forensics/Litigation Consulting, and Expert Witness Conference Houston, TX
November 17–18 Healthcare Valuation, Transaction Advisory Services, and Exit Planning Conference San Diego, CA
December 8–9 Business Valuation, Healthcare Valuation, Litigation Consulting, and Transaction Advisory Services Conference Ft. Lauderdale, FL
*The location is relevant for SC purposes because it gives us the time zone when presentations start and end.


Any Chapter may choose up to three topics/courses taught on one of the days from any of these CTI/conferences.  Each of the Chapters can hold up to three meetings/events each year as usual.  In other words, SCs can select three of these conferences from which to promote your event each year.

To execute an event, each Chapter will use their own SC funds to secure a venue where their members will gather, arrange for the necessary audio/visual equipment, and prepare discussion leaders to facilitate Q&A during, between, and after presentations.  NACVA/CTI will provide the topics and instructors/presenters via our conference which will be broadcast live via the internet.  After SC officers plan their unique event and inform HQ, we will prepare a communication to be sent by both HQ and the SC President to local NACVA Members.

If the SC wants to supplement their agenda with additional topics, they can also select from any of our 300+ prerecorded presentations found in NACVA’s CPE On-Demand library.  In addition, three business valuation reports will be made available to those who wish to incorporate a Case Analysis in Person (CAP) roundtable discussion in their agenda.  Attendees will have the option to use the CAP session for Recertification bonus points.

All registrations for events scheduled by a SC employing this New Model will go through NACVA HQ (or online using a Promo code), and we will track both the CPE credit and royalties per person which the Chapter will receive following each meeting/event.  Forty percent (40%) of your registration fees will be paid to SCs to cover operating costs.  This will necessitate a SC registration fee structure set by HQ and applied consistently across the country charging for attendance to a SC event.
As a benefit to encourage Members and Non-Members to attend SC events, the per-person registration fee charged by HQ is about one-half or less of the pro-rata retail Member price we charge for a conference and/or CPE On-Demand.

  SC Fee
One Conference Presentation $75
One CPE On-Demand Recording (if viewed by all participants) $45
One CPE On-Demand Materials (if PowerPoint presentation is used by local SC member to present live to your Chapter—recording is not viewed by participants) $25
One Valuation Report (for discussion purposes) $25
Use Report for Recertification $150
To illustrate how this might work, assume a SC for one of its three annual SC events selects:  
One Live Conference Presentation $75
One CPE On-Demand Recording $45
One CPE On-Demand PPT Materials $25
One Valuation Report $25
Per-Person Registration Fee $170


Thus, the per-person registration fee for a one-day, eight-hour SC CPE event is $170.  From that, the SC would receive 40%, or $68.  If the attendee chooses to use the CAP session for recertification, he or she would be charged an additional $150 administrative fee payable to NACVA.  (The SC does not receive any portion of this fee.)  Click here for further details.

PROMOTING MEMBERS USING THE ASSOCIATION NEWS:
A new section of the Association News™ that’s not dedicated strictly to State Chapters—please share this with your members.

Have you recently earned a prestigious award, been promoted to Partner, President, CEO of your firm, been recognized by a state agency, or appointed as President of a charitable organization?  We want to hear about it!  The significant events that occur in your lives matter to us and we want to acknowledge your triumphs as well.  When a significant/noteworthy event happens to you and/or your firm, please send me an e-mail at PamB1@NACVA.com and it will be posted in the next issue of the Association News under a new section called Member Developments.

Sarah Loebl SpeltsI would also like to announce new leadership in our Colorado/Wyoming State Chapter.  Sarah Spelts Loebl with Valuation Analytics in Denver has been elected President for 2015.  I want to thank Sheryl Brake for her service and leadership this past year.  The other officers supporting Sarah are: Vice President–Lari Masten, Secretary–Tiffany Nelson, Treasurer–David Velasco, and their Director–Kevin Call.  If you would like to contact Sarah regarding the Colorado/Wyoming Chapter you are welcome to send her an e-mail at sarah.a.spelts@gmail.com.  Congratulations Sarah!

Usta NiluferThe Massachusetts Chapter has voted in new officers as well—they have elected as their new President–Nilufer (Nell) Usta, Vice President–Louis Pereira, Treasurer–James Doherty, and Chair, Program Committee–David Goodman (Past President).  The MA Chapter is very active and as such has a great turnout of attendees to their meetings.  If you would like information about future meetings contact their meeting coordinator, Joan Peterson at (413) 563-7057 or at nacva_machapter@dejazzd.com, or the President herself Nell at nilufer.usta@mcgladrey.com.  All the best to you Nell!

Also under Member Developments: You will note—Randy Kessler has published a new book, “How to Mediate a Georgia* Divorce.”  Meet Randy at the Annual Consultants’ Conference in New Orleans.  It’s a tremendous opportunity to network with a well-known family law attorney.  Once you meet him you might want to consider inviting him to speak at one of your State Chapter events.

NEWS YOU CAN USE
NACVA and the CTI's 2015 Annual Consultants' Conference will be held June 24–27, 2015 at the Roosevelt New Orleans Hotel in New Orleans, LA.  Take this opportunity to visit the conference website at www.AnnualConsultantsConference.com.  See the faculty involved and all the events available.

Also included is NACVA’s New Member Network™ (NMN), a community of established practitioners and newly credentialed members focused on enhancing the new member experience and fostering the next generation of business valuation and financial forensic practitioners.

This is also an excellent opportunity for State Chapter members to meet, network, and grow your Chapters beyond what has always been routine meeting/events.  Invite the 40 Under Forty members and the First Time Attendees to your upcoming events.

Pacesetter
Earn 20,000 Pacesetter Awards® ($200 value) for completing all your
Member Profile Surveys

Group One:

  • Personal Data

  • Needs Assessment

  • Educational Pursuits

  • Association Experience

Group Two:

  • Nature of the Business

  • Future Perspective

  • CPA Specific

Receive 10,000 Pacesetter Awards® (PA) for completing all four surveys in Group One, which converts into a $100 value when applied to qualified future purchases made within two years.  Qualified purchases include everything except dues, subscriptions, and recertification fees.  As an added bonus, if you complete the surveys in Group Two, we will double your points.

# # #

Local State Chapter events provide Members valuable opportunities to: (1) promote CVAs, MAFFs, ABARs, and NACVA/CTI within the community, (2) create a platform to network and develop mentoring relationships with other Members, (3) deliver relevant, industry-related information and educate Members on the range of support services available as benefits of membership, and (4) receive economical CPE on timely and relevant topics pertinent to valuation and litigation forensic services.

I encourage NACVA Members to take advantage of these opportunities, share ideas, and educate one another on current issues facing the business valuation, litigation, financial forensics/fraud consulting, and mergers and acquisitions communities.  To help facilitate and address such issues, NACVA provides presentation materials for three, half-day State Chapter meetings each year on topics of current interest.

Contact your local State Chapter president to let him or her know of your interest in attending a meeting, being a presenter, or assisting in preparing the materials for a future meeting—or contact NACVA’s Executive Director, Pam Bailey, at PamB1@NACVA.com.  If you are interested in becoming an officer of a State Chapter start-up (for a state that has no Chapter), please contact me to discuss the process and responsibilities should you be accepted as an officer of a Chapter needing leadership.

Thank you.


  • Association News
    • Past Issues
    • CEO's Message—Fourth Quarter 2020 | Looking to the Future
    • Chief Operations Officer’s Report | 2020:The Year in Review—Fourth Quarter 2020
    • State Chapter News: Announcing New Presidents—Fourth Quarter 2020
    • Advocate vs Expert: Is There Room as a CVA to be Both?—Fourth Quarter 2020
    • Outstanding Members—Fourth Quarter 2020
    • Newly Credentialed Members—Fourth Quarter 2020
  • The Value Examiner
  • Journal of Forensic and Investigative Accounting
  • QuickRead
  • Around the Valuation World®
  • Call for Authors

2021 Business Valuation &
Financial Litigation Hybrid & Virtual Super Conference
June 21–25, 2021

2021 Business Valuation & Financial Litigation Hybrid & Virtual Super Conference

Join Our E-mail List

NCCA Accreditation

NACVA's Certified Valuation Analyst® (CVA®) designation is the only business valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®) and the American National Standards Institute® (ANSI®).

Learn More

Contact Us

1218 East 7800 South, Suite 302
Sandy, UT 84094
NACVA1@NACVA.com
(800) 677-2009

Submit Feedback

Connect With US

 

Register as a Guest

Copyright © 2021, National Association of Certified Valuators and Analysts ®
Naylor Association Management Software