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   The International Association of Certified Valuation Specialists

  • 26-06-2016 19:02 | Lisa Guo (Administrator)

    The World Association of Valuation Organizations (WAVO) will hold the 8th conference on November 1-3, 2016 in Korea. The conference is co-sponsored by Novotel Embassador Daegu and Korea Appraisal Board Republic of Korea.  Below is the theme of this conference:-

    Enhancing the Quality and Efficiency in Valuation

    Topic 1: Establishing Precise Valuation Standard

    Topic 2: Building Valuation Monitoring System

    Topic 3: Artificial Intelligence (AI) & Valuation

    Conference Agenda

    Location and Contacts

    As a good partner of WAVO, we IACVA welcome our global membes and friends join in such conference


  • 14-06-2016 18:46 | Lisa Guo (Administrator)

    "Valuation in an Upside Down World"

    The upcoming SECBA/IACVA Southeast Regional Conference will be held in Atlanta, Georgia, USA on September 30(Friday) and October 1(Saturday), 2016 at the Airport Westin (hotel).

    Join the SECBA, its new partner, IACVA, and BVR for the 2016 Annual Conference, Business Valuation in an Upside Down World. The world continues to flatten as international issues touch all appraisers. The impact of international operations, global economy, global competition and the convergence of valuation standards pose challenges to every business appraiser. Join us in Atlanta for another information rich conference. Network with esteemed professionals and share ideas with national thought leaders.

    Why You Should Attend

    The presentations at this year’s conference will focus on some of the major issues faced by appraisers outside the estate and gift tax arena.  The application of theory or the choice of techniques used to develop an appropriate deliverable may take different twists as we step away from these traditional engagements. All business valuators, CPA’s, and attorneys are welcome to attend.

    When we step beyond estate and gift tax valuations and into the real world, we face different “choices” available as they relate to the valuation process.  Join us as we focus on some of the areas that are critical to getting to the right value on the value continuum. The conference promises to be truly outstanding and will cover issues that affect how business appraisers determine value and will discuss both classic considerations and emerging trends.  

    Join us in Atlanta as our national recognized speakers share their knowledge and experience.  The depth of knowledge and fellowship at the SECBA Conference brings back many participants and speakers, year after year. Come and enjoy the warm hospitality of our Southeast Chapter.

    Agenda  
    Friday September  30
    Noon - 1pm: Lunch  
    1pm-6pm Federal Reserve will provide an informative and up to the minute update on what is happening as it impacts our economy
      Q&A on Levels of Service: Do standards impact selection?
      SEC Valuation Requirements: Understanding what is necessary to be in compliance
      International Update on Peer Review and impact on the valuation world
      Social Media: Who really owns it and what is it worth?
       
    7pm-9pm: Networking and dinner    
    Saturday October 1  
    8:30am-5:30pm Cost of Capital: Are we getting it right yet?
      Expert Panel on Troubling topics –pass-thru valuations, IRS’s position that no method is good enough, new partnership IRS audit rules, and more
       

    Learning Objectives

    Explore the application of business valuation methodology and techniques for non-gift and estate engagements.

    * Get the most up-to-date information globally and on the US and Southeast economy.

    * Learn how to take proactive steps to make sure that real estate appraisals you incorporate into your report are consistent with the purposes and standard of value.

    * Discuss issues related to valuing a business in an international setting. 

    * Learn how to leverage valuation knowledge and experience into successful transition planning assignments, including identification of key pitfalls through case studies.

    * Gain a better understanding of the latest in valuation methods of technology based intangible assets.

    * Examine how state organizational laws, company agreements, and operations can impact discounts; consideration of germane factors relevant in adjusting discounts to account for varying levels of control and liquidity.

    * Explore how to make your market approach more defendable by deconstructing transaction methodology through case studies.  

    * Learn how to avoid common errors and human biases in valuation related predictions, how to work with data, and how to apply Bayes’ Theorem.

    Conference Co-Sponsor: IACVA

    Marketing and CPE Sponsor: BV Resources 

    Conference Fee $495 per person includes registration: electronic conference materials (we are going paperless in an effort to be green and keep conference costs down), lunch and dinner on Friday, and continental breakfast and lunch on Saturday.  Early Bird Discount of $50 for registrations received before August 15.

    Make checks payable to the SE Chapter of Business Appraisers for $495 (or $445 for early registration) per person. Spouses’ lunch & dinner payable at the door. 

    Mail to:

    Gerald ("Gary") Fodor, CBA, CFA

    Financial Assets, Inc.

    12600 Deerfield Parkway, Suite 100

    Alpharetta, Georgia 30004-6130

    g.fodor@financialassetsadvisory.com 

    Contacts: 

     Gary Fodor                 Marcie D. Bour            BOB Brackett              
     +1 678. 566.3577 +1 954.966.7465 +1 630.653.7922


    Cancellations:
    All cancellation requests must be made in writing and confirmed by SECBA. Refunds less a $50 administration fee will be issued on cancellations made prior to September 15.  No refunds will be made for cancellations received after September 15.  For more information regarding administrative policies, such as complaints and refunds please contact Gary Fodor at 678-566-3577.


  • 10-06-2016 18:36 | Lisa Guo (Administrator)

    IACVA is the supporting team for the 18th International Surveyors’ Congress (ISC) to be held on May 12-13, 2016 at Istana Hotel, Kuala Lumpur, Malaysia organized by the Royal Institution of Surveyors Malaysia (RISM).  The theme for this event is “The Resilient Professional – Thriving In A Changing Economy”.  Mr. Jim Horvath, the Chair of IACVA, will attend and present a topic in the line with "Valuation and Monetization of IPR and other Intangible Assets."

    RISM is the national professional body incorporating four surveying disciplines, namely, Building Surveying, Geomatic & Land Surveying, Property Management, Valuation & Estate Agency Surveying and Quantity Surveying. Its current membership stands at close to 9,000 surveyors from the corporate arena, the public sector and the academia.  This ISC aims to look into the fast changing international domestic economic landscapes in the light of the volatility in the financial, commodity and currency markets; and the transitory advantages business participants can exploit to improve their organisational effectiveness. 

    Please click onto the following link for the Programme:-

    18th ISC Brochure (front)

    18th ISC Brochure (2nd Page)

    REGISTER NOW!!  

    Kindly please forward your form, as attached to: 

    Royal Institution Of Surveyors Malaysia, 

    3rd Floor, Bangunan Juruukur, 

    64-66, Jalan 52/4, 46200 Petaling Jaya, Selangor

    or Tel : 603 - 79551773 / 79569728 or Fax: 603-79550253

    or email to secretariat@rism.org.my; hanie@rism.org.my for further details.


  • 26-05-2016 18:43 | Lisa Guo (Administrator)

    Mark your calendar:  September 18-20, 2016 / Kuala Lumpur, Malaysia

    Event Summary: http://iacvaconference2016kl.com/index.php

    On 18 September 2016, the International Association of Consultants, Valuators, and Analysts (IACVA) is drawing experienced business valuation professionals from six continents - Africa, Asia, Australia/Ocenia, Europe, North America and South America to share insights on valuation theories and practices in today’s global economy.

    Happening for the first time in Kuala Lumpur, Malaysia, this international business valuation conference brings you the opportunity to get updates on global standards of business valuation and latest developments in the field from eminently distinguished valuation practitioners as well as to build professional relationships with fellow valuators.

    Register now and take advantage of IACVA member rate.

    For registration, http://iacvaconference2016kl.com/register.php

    For latest agenda, http://iacvaconference2016kl.com/agenda.php

    For fee details, Fee for 2016 Malaysia International Business Valuation Conference

    For hotel details, please visit http://theroyalechulan.com/wp-content/uploads/sites/242/2014/09/HotelFactSheet.pdf

    If you have further questions, please feel free to contact the conference committee below.

    IACVA Malaysia Conference Committee

    Tel: + 603 22721797

    Fax: + 603 22721795

    E: bvam.malaysia@gmail.com or info1@iacva.org


  • 19-05-2016 18:41 | Lisa Guo (Administrator)

    Mr. Jim Horvath, the Chair of IACVA, attended the 18th International Surveyors’ Congress (ISC) held on May 12-13, 2016 at Istana Hotel, Kuala Lumpur, Malaysia organized by the Royal Institution of Surveyors Malaysia (RISM).  The theme for this event is “The Resilient Professional – Thriving In A Changing Economy”.   

    Mr. Jim presented a topic in the line with "Valuation and Monetization of IPR and other Intangible Assets." at the conference.  Based on his own practical experiences, Jim discussed the current situation and the future trends of valuations around the world. 

    More than 450 participates joined this event. The free-exchange of ideas at this conference can be considered a complete success.



  • 26-04-2016 18:37 | Lisa Guo (Administrator)

    Mr. William Hanlin, the CEO & President of IACVA, attended the V-FI Asia Summit 2016 (Asia's Only Summit on Valuation and Risk for Financial Instruments) held on 19-20 April, 2016 in Hong Kong.  Mr. Hanlin presented for the conference "XVA Adjustment and Accounting Standards - An Incompatible Marriage?" 

    Since the financial crisis of 2007 – 2008, banking regulators have brought pressure on those who sell financial instruments to be more transparent in models and the methods used to set pricing.  For institutions that offer for sale such financial instruments, this requires traders to make daily adjustments to pricing.  The whole concept of pricing adjustments is called “XVA Adjustments.”  The X stands for C (credit) M (margin) F (funding) and other “X” Valuation Adjustments (i.e., CVA, MVA, FVA, etc.).  In addition, regulators expect traders to provide the same level of transparency in arriving at fair value each day as might be represented in financial statements according to accounting standards (IFRS, GAAP).  The challenge for banks and other traders is that much of the work on setting prices is still a trade secret, and such institutions are reluctant to share their trade secrets with other firms.

    Accountants (internal) do not understand the models used by traders of financial instruments. And, therefore, there is a current disconnect with auditors about how pricing is actually accomplished to arrive at “fair value” for financial reporting

    Based on his own practical experiences, Mr. Hanlin discussed the current development situation and the future trends of the accounting standards used for valuations under fair value around the world.

    Mr. Hanlin also joined the panel discussion and exchanged thoughts and ideas with the other three speakers. This presentation attracted all attendees’ attention and deeply discussion.

    The V-FI series is the dedicated Annual event on the valuation and risk management of financial instruments.  Over 150 participants attended and learned the latest trends in valuation and risk control, APAC regulation, product pricing trends, sourcing market data, xVA, product control, asset trends and more at the Summit. The free-exchange of ideas at this conference can be considered a complete success.


  • 24-03-2016 18:30 | Lisa Guo (Administrator)

    The 3rd Innovation and Development Conference of Chinese Vocational Educational symposium sponsored by China Vocational Education Innovation Alliance (CVEA) and China Foundation for Youth Entrepreneurship and Employment(CFYEE) was successfully held on March 19 & 20, 2016 at the Shenzhen Institute of Information Technology, China.

    The theme of the conference is “New Normal, New Opportunity and New Power”. More than 30 speakers delivered various speeches at the conference. Nearly 700 representatives from the government agencies, principals and directors of academic institutions, leaders and members of CEVA, professionals and researchers of vocational education institutions, and people from companies, firms and other institutions etc. attended the meeting.

    The development of vocational education can’t be separated from the support of government and all parties. Five firms from home and aboard joined the cooperation agreement signing ceremony.  Mr. William Hanlin, the CEO & President of IACVA, signed the cooperation framework agreement with Ms. Lin Qi, the secretary general of China Vocational Education Innovation Alliance (CVEA).  The two parties agreed to establish “ICVS of China Vocational Education Certified Center” based on the principle of equality and mutual benefit. During the meeting, Mr. William Hanlin discussed and exchanged thoughts and ideas with leaders from some universities.  Mr. Hanlin also expressed that IACVA is willing to provide good ideas and plans for the colleague courses arrangement and employment of students.

    There were 3 assembly discussions in the morning of March 20. Guests and representatives had a deep communication and discussion on vocational education system construction, innovation personnel training modes, teachers’ construction, teaching mode innovation & reform, and key problems such as entrepreneurship education.

    The organizing committee arranged view learning activities for the guests in the afternoon of March 20 by setting up three view expedition routes, they’re Shenzhen Technician Institute, Silicon Valley Dynamic·the Port of E-commerce and Shenzhen Taian Education Technology Co. Ltd.  Ms. Guo Xue visited the Silicon Vally on behalf of IACVA.  This study not only enriched the activities form of the conference, but also set up the new platform for exchanges and cooperation among guests.

    The symposium was a complete success. It will be very good for setting up vocational education innovation research platforms, helping the modern vocational education development in China and making contributions to the development of Chinese vocational education.



  • 14-02-2016 18:29 | Lisa Guo (Administrator)

    The V-FI Asia Summit 2016 (Asia's Only Summit on Valuation and Risk for Financial Instruments) will be held on 19-20 April, 2016 at the Excelsior Hotel in Hong Kong.  The V-FI series is the dedicated Annual event on the valuation and risk management of financial instruments.  With Summits in London, New York and now Hong Kong, the event is the only forum bringing together Heads of Risk, Valuation, Modelling and Finance with Regulators and Experts to shape best practices throughout the industry.  Join over 40 leading speakers and 100+ peers to learn the latest trends in valuation and rish control, APAC regulation, product pricing trends, sourcing market data, xVA, product control, asset trends and more at the 1st V-FI Asia Summit.

    Mr. William A. Hanlin, President & CEO of IACVA, will present for the conference "XVA Adjustment and Accounting Standards - An Incompatible Marriage?"

    View the latest agenda.  

    We IACVA gets a 30% registration discount for our members.  You may register at http://www.infoline.org.uk/FKM63352IACVA Please e-mail info1@iacva.org to get the discount code.

    If you have any questions during registration, you may email custserv@infoline.org.uk, or call +44 (0) 20 7017 7702.  


  • 14-02-2016 18:28 | Lisa Guo (Administrator)

    IACVA's CPE Requirement

    Each ICVS (International Certified Valuation Specialist) is required to earn 12 hours of professional education each year.  Members must attest at the time of annual membership renewal that they have satisfied such requirements during the past 12 months.  Evidence of compliance should be maintained by the associate member and is subject to a random review by the Charter. 
    IACVA does not define specific courses as a member's selection will depend on local conditions.  In general, courses or conferences with a business valuation, litigation, appraisal, fraud, detection or deterrence, or forensic accounting focus comply. When in doubt, members may consult their Charter or IACVA Headquarters member service specialists to obtain an assessment.  Associate Members must keep detailed records available for review when requested. Members attest annually to (continued) ethical conduct, meeting our continuing professional education requirements, and payment of annual dues.

    CPE Information

    Prerequisites:  Knowledge of Business Valuation
    Program Level:  Intermediate
    Preparation Required:  None
    Delivery Method:  Group Live
    Recommended CPE:  2 Credit Hours

    CPE Course & Schedule:  CPE Event Calendar
    We would encourage more qualified members to participate.  For more information on these course, will update later.

    Registration Fees:   Member (USD $195)    Non-member ( USD $225)

    Everyone is welcome.  Sign up 30 days in advance will save you $30!  REGISTER NOW.  Click HERE to view additional courses or email to info1@iacva.org.


  • 25-12-2015 02:08 | Lisa Guo (Administrator)

    IACVA and the Middle East Charter (together with, BVR, and the China Appraisal Society [CAS]) held a busy conference at the Al Murooj Rotana hotel in beautiful Dubai on December 13 and 14, 2015. IACVA presented the Honorary Member status to Elvin Fernandez of Malaysia for his many years of contribution to the valuation profession.

    In addition, the newest Charter Member of IACVA (from Malaysia) was announced and introduced at this conference.  This new Charter was started entirely by Malaysian real estate appraisers who see that business valuation skills have become indispensable in the economic crossroads of Malaysia and the 4 ASEAN countries.


    Bill Hanlin (president) and Jim Horvath (chairman) welcomed the delegates and shared how business valuation is now practiced world-wide using the same fundamentals and theory. The days of each practitioner using their own individual methods developed over their career is past, as the global markets in M&A and financial reporting demand transparency and adherence to common practices. From there, Dr. Assem Safieddine (president of IACVA Middle East) introduced practitioners from each represented country, each spent a few minutes discussing valuation issues and trends within their geographic regions.

    Madam Liu Ping, vice chair of IACVA, addressed the group, presenting on the rapid evolution of China's capital markets, where they are going, and valuation practice and the continued push for transparency within the China market. The interest was high in the room, and the questions pushed the presentation right to lunch where discussion continued on the sunny patio.

    A few words on the alliance with BVRources, and discussion of available products, data, webinars and the need to receive local transactional data welcomed everyone back to the conference after lunch. Attendees were quite excited about the new alliance with BVR!

    A short address was made by Dr. Lim Yuan, chairman of the World Association of Valuation Organizations.  Dr. Lim praised the growth of IACVA and welcomed all new members of IACVA to the international society of valuation professionals

    Ziad Awad discussed the challenges of valuing family businesses in the Middle East. He punctuated the presentation with examples of pitfalls as well as achievements. An interesting presentation by Dr. Kim Young-gi of Korea presented the use of big data rather than detailed analysis and best practices to value businesses. The research is not quite finished, but the results seem to indicate that the big data approach provides a reasonable valuation result that is extremely similar to value developed using detailed analysis and best practices.

    The first day was closed out with a discussion of business valuation standards, from the IVSC, IACVA, ASA, CICBV, through AICPA.


    Jim Horvath and Jim Catty spent significant time discussing various issues involved with building a business valuation practice, from a single practitioner to a multi-analyst office. The class was able to ask questions and receive real experience answers from the pair.

    Bill Hanlin then completed the morning with a give and take session relating his experiences on engagement management matters. Items such as how to say "no" to clients on a variety of matters, from “this is the answer I want” to “I need the answer tomorrow.” He provided real world experiences with his clients and from other business valuators he has worked with. This class was busy with questions and concerns.

    After another excellent lunch buffet at the Al Murooj Rotana hotel, the group was directed to common errors seen by the IACVA trainers in valuation reports worldwide. Again, items such as transparency, full disclosure, and usage of reports for specifically disallowed (by the author/valuator) purposes. Mr. Bob Brackett commented that these are the same common errors he saw 20 years ago. The only new item is the recent focus on public perception, the need to ensure our projects make every effort to NOT diminish the public perception of valuators.


    The conference concluded with a session focused on looking at the valuation engagement from the perspective of the stakeholders, rather than just the valuator. This brought up discussion of transparency, lack of understanding of our terms and distinctions (e.g. fair value, fair market value, market value, valuation date, report date) and the ongoing need for provide education to stakeholders on the need and usefulness of the valuation expert.

    The site and date for the 2016 International IACVA Conference were announced.  This important international event will be in Kuala Lumpur in mid-September 2016.



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