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Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
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  • Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 06/12/2024 at 1:00 PM (EDT) Recorded On: 06/11/2024

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers.  This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

  • Product not yet rated Contains 9 Component(s) Includes Multiple Live Events. The next is on 06/03/2024 at 11:00 AM (EDT)

    June 3-7, 2024, 11:00 AM - 3:00 PM ET US | The BCA-R credential signifies outstanding achievement in Business Appraisal Review.

    2nd BCA-R Workshop & Seminar

    June 3-7, 2024
    11:00 AM - 3:00 PM ET US


    The BCA-R (Business Certified Appraiser in Review) is ISBA's credential signifying outstanding achievement in Business Appraisal Review. Only certified* business appraisers with two or more full years of experience developing and reporting on the valuation of businesses are eligible to qualify for the BCA-R.

    The course syllabus will be available a week before the program.

    BCA-R Requirements:

    1. Complete pre-reading assignment in two texts supplied as part of your course
    2. Attend the five-day ISBA course in business appraisal review
    3. Pass the BCA-R exam
    4. Pass the BCA-R demonstration business appraisal review report assignment
    5. Be (and remain) a member of the ISBA in good standing

    * Must hold a BCA, ASA, ABV, CBA, CVA, CFA or MAFF credential. Exceptions may be requested.


    Course Outline:

    Day 1

    • Introduction to business appraisal review
    • Translating business appraisal knowledge to business appraisal review
    • Standards and Ethics

    Day 2

    • Credibility
    • Appraisal review checklists
    • The review report
    • Homework: A homework (overnight) assignment will be given, and debriefed during Day 3

    Day 3

    • Homework presentations and discussion
    • Review and discussion of two reports
    • Sample BCA-R report

    Day 4

    • Business practices in appraisal review
    • Review for examination
    • Assignment of demonstration report case study
    • Examination

    Day 5

    • On Day 5, participants will write their demonstration. Review reports thereby concluding the requirements for the course and the credential.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

    Ronald D. Rudich

    CPA, MS, MCBA, CVA/ABAR/MAFF, CM&AA, CMEA, BCA

    Mr. Rudich's primary area of expertise is in the valuation of closely held businesses, litigation support services, and machinery and equipment appraisals. Mr. Rudich performs the following valuation services: scrutiny and analysis of an opposing business valuation, preparation of deposition questions, gift and estate tax related issues, marital dissolutions, pricing of transactions and structuring analysis including mergers, acquisitions, dispositions of business property, going concern opinions, dissenting shareholder issues and business loss quantification analysis. Mr. Rudich has prepared many business valuations and has testified in court cases, and depositions involving valuation of closely held businesses. He has been admitted as an expert witness in cases involving business valuations, divorce proceedings and bankruptcies.

  • Product not yet rated Contains 1 Component(s) Recorded On: 05/22/2024

    Appraisal review serves as a critical quality control mechanism in the appraisal process, helping to ensure that valuations are accurate, reliable, and compliant with applicable standards and regulations. By identifying and addressing potential issues early on, appraisal review contributes to more informed decision-making and reduces the risks associated with inaccurate or biased appraisals.

    Appraisal review serves as a critical quality control mechanism in the appraisal process, helping to ensure that valuations are accurate, reliable, and compliant with applicable standards and regulations. By identifying and addressing potential issues early on, appraisal review contributes to more informed decision-making and reduces the risks associated with inaccurate or biased appraisals.

  • Product not yet rated Contains 1 Component(s) Recorded On: 05/08/2024

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers.  This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

  • Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 04/30/2024

    April 30 2024, 1PM ET | Stay informed! This ISBA webinar unpacks recent court decisions impacting business appraisals, empowering you to provide the most accurate valuations for your small and Main Street clients.

    April 30 2024, 1PM ET | Stay informed! This ISBA webinar unpacks recent court decisions impacting business appraisals, empowering you to provide the most accurate valuations for your small and Main Street clients.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

  • Product not yet rated Contains 1 Component(s) Recorded On: 04/17/2024

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers.  This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

  • Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 03/28/2024

    Mar 28, 2024 at 1:00 PM ET | Ethics are moral principles that govern a professional's behavior in the conducting of an activity. They are concerned with what is morally good and bad, right and wrong. They are what cause, in part, consumers of financial services to hire a professional appraiser. We will review the ethics involved in the appraisal industry and why they are not only necessary but good.

    Mar 28, 2024 at 1:00 PM ET

    Ethics are moral principles that govern a professional's behavior in the conducting of an activity. They are concerned with what is morally good and bad, right and wrong. They are what cause, in part, consumers of financial services to hire a professional appraiser. We will review the ethics involved in the appraisal industry and why they are not only necessary but good.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

    Chris S. Rials

    BCA, MCMEA

    Director, NEBB Institute

    Christopher Rials holds several designations in the appraisal industry, including the nationally recognized BCA, Business Certified Appraiser designation by the International Society of Business Appraisers (ISBA) and the MCMEA, Master Certified Machinery and Equipment Appraiser designation by the NEBB Institute as well as serving as its current Director. Chris works regularly for trusted advisors including Attorney's, CPA's, Business Brokers, Financial Professionals, and banks, among others. He puts strong emphasis on ethical guidelines and knowledge of U.S.P.A.P. (Uniform Standards of Professional Appraisal Practice).

    John R. Harris

    BCA, MCBC

    Founder and Director, NEBB Institute

    John R. Harris holds a certified general appraisal license in several states and has over 40 years of appraisal experience. He holds a Master of Business Administration degree and has owned several successful businesses. He has operated both nationally and internationally in appraisal and brokerage and has been a member of the World Trade Center having performed appraisal and consulting services for the Mexican and Venezuelan governments in Central and South America. He has also served as a consultant for large U.S. entities, including Ford Motor Company, General Motors, General Electric, International Dairy Queen, Pizza Hut Corporation, Boeing, Cessna Aircraft, Federal Deposit Insurance Corporation (FDIC), and the U.S. Small Business Administration.

    Currently, Mr. Harris teaches appraisal technique in Business, Real Estate, and Machinery/Equipment for several national organizations. He serves nationally as an arbitrator in business disputes for the American Arbitration Association, New York City. He is a member and contributing guest speaker to the International Business Brokers Association (IBBA), the California Association of Business Brokers (CABB), and the Institute of Certified Business Counselors (ICBC). As a member of ICBC, he is one of only a few individuals to hold the MCBC designation indicating Master Certified Business Counselor.

    John Harris was the Director of the NEBB Institute. As the Director, he trained over 1,000 appraisers in 45 states, Australia, Africa, Canada, Ireland, Norway, Puerto Rico, Saudi Arabia, and Singapore.

  • Product not yet rated Contains 1 Component(s) Recorded On: 03/20/2024

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers.  This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

  • Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 02/28/2024

    Feb. 29, 2024 at 1:00 PM (ET) | The Uniform Standards of Professional Appraisal Practice (USPAP) is the generally recognized ethical and performance standards for the appraisal profession in the United States. USPAP was adopted by United States Congress in 1989, and contains standards for all types of appraisal services, including real estate, personal property, business and mass appraisal. It has been called the “Appraisers Bible”. We will review the benefits of adherence to USPAP.

    Feb. 29, 2024 at 1:00 PM (ET)

    The Uniform Standards of Professional Appraisal Practice (USPAP) is the generally recognized ethical and performance standards for the appraisal profession in the United States. USPAP was adopted by United States Congress in 1989, and contains standards for all types of appraisal services, including real estate, personal property, business and mass appraisal. It has been called the “Appraisers Bible”. We will review the benefits of adherence to USPAP.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.

    John R. Harris

    BCA, MCBC

    Founder and Director, NEBB Institute

    John R. Harris holds a certified general appraisal license in several states and has over 40 years of appraisal experience. He holds a Master of Business Administration degree and has owned several successful businesses. He has operated both nationally and internationally in appraisal and brokerage and has been a member of the World Trade Center having performed appraisal and consulting services for the Mexican and Venezuelan governments in Central and South America. He has also served as a consultant for large U.S. entities, including Ford Motor Company, General Motors, General Electric, International Dairy Queen, Pizza Hut Corporation, Boeing, Cessna Aircraft, Federal Deposit Insurance Corporation (FDIC), and the U.S. Small Business Administration.

    Currently, Mr. Harris teaches appraisal technique in Business, Real Estate, and Machinery/Equipment for several national organizations. He serves nationally as an arbitrator in business disputes for the American Arbitration Association, New York City. He is a member and contributing guest speaker to the International Business Brokers Association (IBBA), the California Association of Business Brokers (CABB), and the Institute of Certified Business Counselors (ICBC). As a member of ICBC, he is one of only a few individuals to hold the MCBC designation indicating Master Certified Business Counselor.

    John Harris was the Director of the NEBB Institute. As the Director, he trained over 1,000 appraisers in 45 states, Australia, Africa, Canada, Ireland, Norway, Puerto Rico, Saudi Arabia, and Singapore.

    Chris S. Rials

    BCA, MCMEA

    Director, NEBB Institute

    Christopher Rials holds several designations in the appraisal industry, including the nationally recognized BCA, Business Certified Appraiser designation by the International Society of Business Appraisers (ISBA) and the MCMEA, Master Certified Machinery and Equipment Appraiser designation by the NEBB Institute as well as serving as its current Director. Chris works regularly for trusted advisors including Attorney's, CPA's, Business Brokers, Financial Professionals, and banks, among others. He puts strong emphasis on ethical guidelines and knowledge of U.S.P.A.P. (Uniform Standards of Professional Appraisal Practice).

  • Product not yet rated Contains 1 Component(s) Recorded On: 02/21/2024

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers.  This call will focus on new developments and any questions or concerns you would like to address with your peers.

    Howard A. Lewis

    BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.

    ISBA

    Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.

    Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.