2024 ISBA/NEBB National Conference
- Registration Closed
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.
Register now to secure your spot at the conference and take your career to the next level. We look forward to seeing you there! Full conference agendas will be announced soon.
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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.
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Contains 3 Component(s), Includes Credits
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.
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Contains 3 Component(s), Includes Credits
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.
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Contains 3 Component(s), Includes Credits
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.
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Contains 3 Component(s), Includes Credits
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.
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Contains 3 Component(s), Includes Credits
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.
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Feel free to use this meeting room to meet and greet your fellow conference attendees.
Feel free to use this meeting room to meet and greet your fellow conference attendees.
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.
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Contains 3 Component(s), Includes Credits
Explore the possibilities of using the power of Excel for appraising! Part 2 will evaluate the use of tables and graphics for improving data presentation within appraisal reports for improved client communications. 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 2 will evaluate the use of tables and graphics for improving data presentation within appraisal reports for improved client communications. 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.
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Contains 3 Component(s), Includes Credits
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.
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Contains 3 Component(s), Includes Credits
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.