2024 ISBA/NEBB National Conference Recordings

2024 ISBA/NEBB National Conference Recordings

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This package contains all recordings from the ISBA/NEBB 2024 conference covering the latest trends and advancements in business valuation and machinery and equipment appraisal.

  • Product not yet rated Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024

    Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other. For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.”

    Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other. 

    For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.” 

    Denise French

    CVA, MAFF, CDFA, CRPC, Mediator

    Managing Partner at SHFD Forensics

    Denise is the managing partner at Stewart, Hurst, French & Dodson (SHFD) Forensics and has 28 years of professional financial experience.

    She is an IRS Enrolled Agent (EA), a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. She is an Investment Advisor Representative and a Collaborative Law Financial Expert.

    Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County, McLennan County and Travis County. She has testified in Harris, Montgomery, Fort Bend and McLennan Counties. She provides characterization and separate property tracing services, business valuation expertise and general financial expert services for family law attorneys.

  • Product not yet rated Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024

    If Cyber Security dominates the headlines, why aren’t companies investing more in security and what is the fallout from not securing valuable data? This presentation will continue the discussion on cyber security and impact on valuation.

    If Cyber Security dominates the headlines, why aren’t companies investing more in security and what is the fallout from not securing valuable data? This presentation will continue the discussion on cyber security and impact on valuation.

    Scott Lewis

    Senior Engineer, Pure Storage

    Pure Storage

    Scott Lewis is currently a Senior Systems Engineer with Pure Storage, a Gartner “Magic Quadrant” leader in both Primary Storage and Distributed File Systems & Object Storage focusing on State, Local and Higher Education customers. In his capacity, he advises customers on managing enterprise data storage, Business Continuity,  Disaster Recovery and Modern Data Protection (including recovery from Ransomware attacks by domestic and foreign entities.)

    Prior to joining Pure Storage, he worked at other leading technology companies including Cisco Systems, Dell EMC, and Nutanix. Prior to joining the manufacturing side of the technology industry he spent many years as an Infrastructure Engineer and Architect for companies including Goldman Sachs, Constellation Financial Management, MEDNAX, Interim HealthCare and JM Family. He is presently based in North Georgia with his family.

  • Product not yet rated Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024

    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.

    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 6 Component(s), Includes Credits Recorded On: 09/18/2024

    Explore the possibilities of using the power of Excel for appraising! Part 1 will explore developing a database for comparable sale for improved analysis and drawing appropriate conclusions from data sets. Both sessions are appropriate for all skill sets with Excel! “Let Excel do the heavy lifting.”

    Explore the possibilities of using the power of Excel for appraising! Part 1 will explore developing a database for comparable sale for improved analysis and drawing appropriate conclusions from data sets. Both sessions are appropriate for all skill sets with Excel! “Let Excel do the heavy lifting.”

    Philip Dellamedaglia

    SRA, AI-RRS, ASA, CMEA

    Northwest Bank

    Philip Dellamedaglia, SRA, AI-RRS, ASA, CMEA, is a seasoned appraiser who started in residential appraising. He obtained his certification in 1994.  Phil graduated from Clarion University, Magna Cum Laude, in 1992 with a degree in Business Administration.  After working as an independent contractor for many years, running his own appraisal firm, Phil began working for Northwest Bank in 2012.  

    Currently, Phil uses is abilities as an appraiser and his skill set in analytics to provide residential appraising oversight, alternate valuation testing and modeling for automated valuation models, and oversight for all machinery and equipment and business valuations.  For business valuations, Phil is responsible for all engagements, reviews, and sign-off for all valuation reports.  For machinery & equipment, Phil is responsible for all engagements, reviews and sign-offs, as well as performing internal valuations for lending and portfolio management.

  • Product not yet rated Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024

    We will be discussing how artificial intelligence is revolutionizing the business valuation process. AI can dramatically reduce the time needed to evaluate companies. One significant challenge in business valuation is choosing the appropriate method, as many evaluators struggle with this decision. AI addresses this by selecting the optimal valuation method based on the company's life cycle stage, resulting in more precise valuations.

    Founder and CEO of Equitest, an AI-powered business valuation software

    We will be discussing how artificial intelligence is revolutionizing the business valuation process. AI can dramatically reduce the time needed to evaluate companies.  One significant challenge in business valuation is choosing the appropriate method, as many evaluators struggle with this decision. AI addresses this by selecting the optimal valuation method based on the company's life cycle stage, resulting in more precise valuations.
     
    Additionally, AI can assign a company to its industry based on its description and gather all necessary parameters specific to the industry and country. It calculates and interprets financial ratios, predicts the company's default rate, and constructs a comprehensive financial model, including discounted cash flow (DCF) analysis. 

    AI generates detailed valuation reports and even identifies any potential errors within the report, ensuring accuracy and efficiency in the business valuation process.

    Tamir Levy

    Founder

    Equitest.net, an AI-Powered Business valuation software and Nezikist.co.il, a SAAS for tort lawyers

    Tamir is the Founder-CEO of equitest.net, an AI-Powered Business valuation software, and one of the founders of Nezikist.co.il, a SAAS for tort lawyers. Tamir also engaged in writing opinions on economic and financial issues and, in his spare time, lectures in academic institutions in finance.

  • Product not yet rated Contains 6 Component(s), Includes Credits Recorded On: 09/17/2024

    Balance Sheet analysis is one of the most overlooked Approaches in business valuation. The Asset Approach is what the valuator should tackle FIRST in order to realize that the Net Adjusted Assets will yield a normalized EQUITY value. This is the starting point in determining a conclusion of value.

    Balance Sheet analysis is one of the most overlooked Approaches in business valuation.  The Asset Approach is what the valuator should tackle FIRST in order to realize that the Net Adjusted Assets will yield a normalized EQUITY value.  This is the starting point in determining a conclusion of value.

    We look at the importance of fixed asset analysis, including machinery and equipment appraisal, in the business valuation process.

    Some of the areas to be explored include:

    • How to utilize the Balance Sheet so that it becomes an integral and critical component of the valuation engagement process 
    • To identify when the fixed asset section of the Balance Sheet requires special value consideration 
    • How to determine which fixed assets require a special “external” appraisal 
    • To understand that each account on the Balance Sheet must be given consideration when determining their fair market value 
    • To understand the built-in gain (“BIG”) tax and how to account for this deduction 
    • To provide the business valuator with Word and Excel tools and additional analyses to improve and support your conclusion of value

    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 3 Component(s), Includes Credits Recorded On: 09/17/2024

    Every Machinery & Equipment Appraiser fits into a niche. Whether we realize that place or not, we all fit somewhere. Being able to identify your personal strengths, desires and ambitions helps to make better use of where you are in the appraisal world. Square pegs don’t fill well into round holes and knowing what your market area is coupled with your personal strengths makes your appraisal efforts more productive. This presentation will help identify how to better assess your current position and how to be more productive and hopefully more profitable.

    Every Machinery & Equipment Appraiser fits into a niche. Whether we realize that place or not, we all fit somewhere.  Being able to identify your personal strengths, desires and ambitions helps to make better use of where you are in the appraisal world. Square pegs don’t fill well into round holes and knowing what your market area is coupled with your personal strengths makes your appraisal efforts more productive. This presentation will help identify how to better assess your current position and how to be more productive and hopefully more profitable.

    Dan Hall

    CMEA, CBA, CVA

    Daniel Hall is the former General Manager of the NEBB Institute, LLC. and International Society of Business Appraisers, LLC. His professional credentials include the Certified Machinery/Equipment Appraiser (CMEA) designation and he is a licensed Texas Real Estate Broker. In 2012, Dan completed his requirements to receive the CBA credential as issued by the Institute of Business Appraisers (IBA). The National Association of Certified Valuation Analysts (NACVA) awarded Dan their Certified Valuation Analysts (CVA) designation in 2013. In 2013, Dan also completed all of the requirements set forth by the International Society of Business Appraisers, LLC. (ISBA) for their Business Certified Appraiser (BCA) credential.  

  • Product not yet rated Contains 1 Component(s) Recorded On: 09/17/2024

    The International Society of Business Appraisers (ISBA) and the NEBB Institute invite you to join us for an exciting and informative conference on the latest trends and advancements in business valuation and machinery and equipment appraisal!

    The International Society of Business Appraisers (ISBA) and the NEBB Institute invite you to join us for an exciting and informative conference on the latest trends and advancements in business valuation and machinery and equipment appraisal!

    Our conference, scheduled for September 17-18, 2024, will feature expert speakers, interactive breakout sessions, and networking opportunities, and will be delivered remote via Zoom so you can participate without the headaches of travel. Don't miss this chance to connect with industry leaders, gain valuable insights, and stay ahead of the curve in business valuation (BV) and machinery and equipment (M&E) appraisal. Several of our sessions will be designed for both professions, while others will focus on BV and M&E uniquely.

    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).

    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.