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State Chapter Event | Pennsylvania East
Host: Michael Wolfe, State Chapter President
Wednesday, June 21, 2023 7:30 a.m. - 12:00 p.m.
Location:
Alloy King of Prussia, A DoubleTree by Hilton
301 West Dekalb Pike
King of Prussia, PA 19406
Time zone shown above is Eastern.
Session #1: Case Analysis in Person
Presenter: Dean Muller
Program Description: During this course, participants will discuss and grade a sample valuation report sent to them from NACVA. 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.
Learning Objectives: 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
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: Read the sample report before attending the session.
Who Should Attend: Business valuation professionals
Fields of Study: Accounting - 1; Finance - 1
Delivery Method: In-Person
Course CPE: 2 hours total
Fields of Study: Accounting - 1; Finance - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #2: Valuation Update
Presenters: Jim Hitchner
Program Description: This course is an update on current business valuation issues.
Learning Objectives: After completing this course, attendees will be able to:
- Recognize current issues affecting the business valuation profession
Program Level: Overview: Learning activity level that provides a general review of a subject area from a broad perspective.
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Who Should Attend: Business valuation professionals
Field of Study: Finance - 2
Delivery Method: In-Person
Course CPE: 2 hours total
Field of Study: Finance - 2
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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