NACVA and IBA's 2009 Boston Conference Online Lecture Series

NACVA and the IBA's 2009 Boston Consultants' Conference Online Lecture Series
Giving You the Competitive Edge to Thrive in Today's Economy!

Sessions recorded at the May 2009 NACVA and IBA Consultants' Conference. Audio. Video. PowerPoints. Live Q&A.
August 20	The Private Cost of Capital Model
August 24	Case Law Update
August 31	Case Study for Application of Longstaff Model for Marketability Discounts for Private Companies
September 10	Tax Valuation in a Changing Environment
September 14	Governance, Ethics and Accountability
September 18	If You Change the Way You Look at Your Business, Your Business Will Change the Way You Look

REGISTER NOW ! ! ! REGISTER for 3 or more web broadcasts and receive the Boston Conference Materials CD for FREE! REGISTER for 4 or more web broadcasts and take 10% off the total registration fee!

August 20 Private Cost of Capital Model
Presenter: Robert Slee, CBA
[CPE: 2 hours Finance]
[IBA and NACVA Members $175 / Non-members $195]
Professional business appraisal relies on public return data to derive discount rates for use in private business valuation. The presenter believes this methodology is flawed because return expectations of public investors are quite different than returns expectations from private investors. Thus, the return expectations from the two markets are not substitutable. This presentation describes a new, empirically-driven model for determining private discount rates.

August 24 Case Law Update
Presenter: Brandi Ruffalo, MBA, AVA, CMC
[CPE: 1 hour Specialized Knowledge and Applications]
[IBA and NACVA Members $99 / Non-members $110]
Federal Tax Valuation can be a complex process for professionals as well as their clients. Numerous court cases have given the industry guidance on tax valuation issues and assistance with navigating the numerous minefields. This practical review of court cases and valuation issues deals with various types of clients and situations, providing guidance in resolving valuation issues and maintaining compliance with tax code, regulations, and court decisions. Valuators, CPA’s, Financial Planners, Tax Planners, Attorneys, etc. dealing with wealth preservation strategies either personally or on behalf of others will benefit from attending this session.

August 31 Case Study for Application of Longstaff Model for Marketability Discounts for Private Companies
Presenter: Marc Vianello, CPA, ABV, CFF
[CPE: 2 hours Specialized Knowledge and Applications]
[IBA and NACVA Members $175 / Non-members $195]
This presentation will discuss the theory behind the Longstaff formula, demonstrate how to make the formula calculation using Excel, and demonstrate the methods used to estimate the Longstaff formula variables. Participants will also learn how to calculate discounts using the Longstaff formula.

September 10 Tax Valuation in a Changing Environment
Presenters: U.S. Tax Court Judge David Laro, Howard Lewis, ABAR, AVA, and Michael Eggers, CPA/ABV, CBA, ASA
[CPE 2 hours: 1 hour Regulatory Ethics + 1 hour Taxes]
[IBA and NACVA Members $175 / Non-members $195]
The global financial environment is undergoing unprecedented upheaval, having vast ramifications for business appraisers across the profession. One major impact will be in the tax arena. United States Tax Court Judge David Laro will lead a discussion of the current Tax Court environment affecting business appraisers and will contemplate future impacts that all business appraisers must consider now. In addition, today’s changes present significant issues regarding ethics and standards and these will be discussed as well.

September 14 Governance, Ethics and Accountability
Presenter: Dr. Sri Ramamoorti, PhD, ACA, CPA, CITP, CIA, CFE, CFSA, CRP, CGAP, CGFM, CICA, FCPA
[CPE 2 hours: 1 hour Regulatory Ethics + 1 hour Social Environment of Business]
[IBA and NACVA Members $175 / Non-members $195]
Spectacular failures of corporate governance at Enron/WorldCom lead to the enactment of the Sarbanes Oxley Act of 2002. However, the unprecedented 2008 Wall Street financial crisis requires a serious re-thinking of governance structures and processes inspired by stakeholder theory and stewardship, and by the triple bottom line consisting of economic, environmental, and social sustainability. Dr. Ramamoorti will combine insights from business and behavioral science disciplines to cover the themes of governance, ethics, and accountability. He will propose practical solutions to address the eroding trust in capital markets globally and sound a clarion call for thought leaders and practitioners to usher in a new era of enlightened governance.

September 18
If You Change the Way You Look at Your Business, Your Business Will Change the Way You Look
Presenter: Machen MacDonald, CPCC, CCSC
[CPE 2 hours: 1 hour Business Management and Organization + 1 hour Marketing]
[IBA and NACVA Members $175 / Non-members $195]
You will learn about the three ingredients to understanding and running a successful professional service business: purpose, passion and profit. Machen will define and provide the basic tools to create a Vision, Mission, Key Performance Indicators, Strategies and Action Plans. He will also outline key components to successfully growing a professional service practice: Business Plan, Marketing Strategy, Branding, Marketing Essentials and Implementation.

Viewing the Web Broadcasts and Live Q&A Teleconferences
Paid attendees will have online access to the web broadcasts on the date of presentation for 5 hours in their respective time zones.

6:00 a.m. — 11:00 a.m. Pacific	8:00 a.m. — 1:00 p.m. Central
7:00 a.m. — 12:00 p.m. Mountain	9:00 a.m. — 2:00 p.m. Eastern

There will be a 30 to 40 minute live Q&A teleconference following each web broadcast beginning at the following times:

11:15 a.m. Pacific	12:15 p.m. Mountain	1:15 p.m. Central	2:15 p.m. Eastern

CPE Credits

Program Level: Overview	Prerequisites: None	Advanced Preparation: None
Delivery Method: Group-Internet-Based	CPE Credits: See individual presentations	Fields of Study: See individual presentations

Registration is on a per-person basis and allows access to one phone line; multi-person discounts are available. One CPE attestation form and one evaluation form are included with each registration. All attendees will receive CPE credit, which may qualify for CPE in your state based on its applicable rules, but will certainly be qualified CPE for purposes of recertifying a NACVA and/or IBA credential if you are a credentialed member of either or both Associations.

REGISTER NOW !
Members of both IBA and NACVA receive a 15% discount off the registration fees.
REGISTER for 3 or more web broadcasts and receive the Boston Conference Materials CD for FREE!
REGISTER for 4 or more web broadcasts and take 10% off the total registration fee!
To register, print, complete, and mail or fax the registration form to the Institute of Business Appraisers or print and complete the registration form, scan, and e-mail to registration@go-iba.org. or call IBA Member Services at (866) 353-5406. Click here for the Registration Form to print and fax (PDF) if necessary Contact Information For more information regarding refund, complaints, and/or program cancellation policies, please call our Director of Member Services: (866) 353-5406.

Click here for the Registration Form to print and fax (PDF)

Webinar Cancellation Policy: click here

IMPORTANT NOTE: After you register, you will receive email confirmations with web logon and teleconference instructions from NACVA Webinar Information (NACVAWebinar@nacva.com). Please check your spam and/or junk folders to insure you receive these communications. Thank you!

Institute of Business Appraisers Post Office Box 17410 Plantation, FL 33318 Tel: (800) 299-4130 Fax: (954) 584-1184 Internet: www.go-iba.org		NACVA and the IBA's 2009 Boston Consultants' Conference Online Lecture Series Giving You the Competitive Edge to Thrive in Today's Economy REGISTER NOW !