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Report Writing: Review And Analysis 4-Part Series

Recommended CPE Bonus Point Program

 Report Writing: Review And Analysis 4-Part Series
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Nine (9) Hours
Fields of Study: Accounting

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.
Item Number: 17PBVRW01
Shipping Weight: 0lbs. 0oz.
Price: $520.00
Program Description

Report writing—it's where the rubber meets the road in our profession. But the best valuation analysis will be lost if it's not wrapped in readable content. And the best content may not be read if it's mired in boilerplate or buried in an unnecessarily long report. Thus, the hallmark of success for effective report writing is writing to the level of the intended user—no more, no less. This session focuses on the best practices of relevance, reliability, and replicability and compliance with professional standards.

Learning Objectives

After completing this course, participants will be able to:

- Recognize features of a well-written report by focusing on layout, content, style, and grammar
- Develop an efficient report layout
- Learn the proper use of appendices and exhibits
- Discover how valuation schedules can carry some of the report-writing load
- Review "live" report excerpts that illustrate the presentation

Who Should Attend

This course is designed for all business valuation practitioners who want to improve the quality of their written appraisal reports.


Rod Burkert, CPA, ABV, CVA
Between 1996 and 2005, Mr. Rod Burkert was a member of and a lead instructor for NACVA’s Consultants Training Institute. Missing the classroom environment, he rejoined NACVA’s teaching circuit in 2011. Mr. Burkert is a recipient of various NACVA instructor awards, including the Circle of Light and Instructor of the Year, and has been named one of NACVA’s Outstanding Members. He was also recently re-elected to NACVA’s Executive Advisory Board.

Mr. Burkert is aggressively using social media to build a mobile consulting practice, which allows him to travel full time in an RV throughout the United States and Canada with his wife and two dogs.

Mr. Ronald D. Rudich is the senior director of Business Valuation and Litigation Support Services for Gorfine, Schiller & Gardyn, P.A., a 95 member Baltimore area CPA and business consulting firm.

He has written four white papers: “Why Valuation Experts Should Not Use the Term 'Nonmarketable'”, published in Business Valuation Update, September 2015 by Business Valuation Resources; “Rudich DLOM Verification Formula”, published in IBA's Business Appraisal Practice™, 2013 Third Quarter; “Valuing the Difference Between Voting and NonVoting Shares of Stock”, published in Business Valuation Update, November 2010, and “Analyzing the IBA Database Transactions Results”, published in Business Appraisal Practice, Winter 2006/2007.

Ron is also the past chair of the Board of Governors for the Institute of Business Appraisers™ (IBA™) and on the Advisory Board of the Alliance of Merger & Acquisition Advisors®.