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| Report Writing: Review and Analysis (79Q) |
Course CPE: 10 hour(s)
Field(s) of Study: Communications and Marketing–8 hrs; Regulatory Ethics–2 hrs;
Program Level: Intermediate
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: None
Delivery Method: QAS Self-Study
This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE. Completion of this course also waives $200 off the Tri-Annual Recertification fee.
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Number: 19BV0114RWRA.Q
Shipping Weight: 0lbs. 0oz. |
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$785.00 |
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Recording Date: January 14, 2019
Presenter: Rod Burkert, Nancy McCarthy
Program Description:
Tips, Techniques, and Best Practices to Bullet Proof Your Reports
Report writing. It is where the rubber meets the road because the culmination of every business valuation engagement is some type of report. Clients and/or triers of fact judge your professional competence on the form and substance of the finished product. It is incumbent upon the valuator to fully understand the standards by which his or her valuation report will be judged—readability, credibility, and persuasiveness—the critical elements of the business appraisal review process that make valuation reports much better.
Structured around the valuation engagement and report writing experiences of the attendees, participants will see examples of how to organize valuation reports, develop an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator. Review standards are fully implemented in the business valuation profession, but few professionals know how to apply them. The review process is covered in this course.
After completing this course, attendees will be able to:
- Detect challenges in a formal business oral presentation
- Apply the elements of credible writing to business appraisal reports
- Recognize the features of excellent and problematic business appraisal reports
- Differentiate between scope and findings in an appraisal review report
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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