State Chapter Event | Kentucky
Friday, September 17, 2021 8:00 AM - 12:20 PM
Host: Rory Satkoski, State Chapter President
This meeting will be hosted on Zoom.
Time zone shown above is Eastern.
Session #1: Case Analysis by Webinar
Presenter: Rory Stakoski
Program Description: During this sesion participants will discuss and grade a sample valuation report sent to them from NACVA.
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 withing the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: Read the sample report before attending the session.
Field of Study: Accounting - 1; Finance - 1
Delivery Method: Group-Internet Based
Course CPE: 2 hours total
Field of Study: Accounting - 1; Finance - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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.
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 withing the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Field of Study: Communications and Marketing - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Communications and Marketing - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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
Program Level: Overview: Learning activity level that provides a general review of new developments.
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Field of Study: Behavioral Ethics - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Behavioral Ethics - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
|