2025 ISBA/NEBB National Conference

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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!

Our conference, scheduled for October 21-22, 2025, 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.

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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  • Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 10/21/2025 at 1:00 PM (EDT)

    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 October 21-22, 2025, 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.

    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).

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/21/2025 at 4:00 PM (EDT)

    Current practice of discounting non-controlling private company shares based upon public market characterizations misses the mark because the analysis is not based on cash flows to the investor / security, but on cash flows to the company. Present value analysis offered here employs a security's cash flow as the main value determinant.

    Current practice of discounting non-controlling private company shares based upon public market characterizations misses the mark because the analysis is not based on cash flows to the investor / security, but on cash flows to the company. Present value analysis offered here employs a security's cash flow as the main value determinant.
     
    Because all investor benefits and costs are in the future, a cash projection with a return of capital and appreciation is the necessary valuation model. With cash flow of the security, an appraiser can get a reliable result tied directly to a security's character. This rubric applies to common stock, membership interests, preferred stock, promissory notes, warrants and options.
     
    To solve the appraisal problem, appraisers must select an exit date and event scenario, then project the cash to be received by the security, and apply an investor discount rate. When ownership entitlements are strictly applied at the company level as components of company equity value, the investor discount rate is seen to be driven by the risk-free rate and a company’s tendency to take additional cash from its investors, reinvest cash into the company, or distribute cash to its investors.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/21/2025 at 1:30 PM (EDT)

    Learn how to use ChatGPT, Gemini, Claude, Grok, and other Large Language Model (LLM) AI solutions to get the most accurate and useful results.

    Learn how to use ChatGPT, Gemini, Claude, Grok, and other Large Language Model (LLM) AI solutions to get the most accurate and useful results. Discover the simple model that results in effective prompts giving useful results for your analysis, reporting, and discovery needs. Find out how the best-of-the-best AI users can get the tools to work right and how they determine when they haven't. After this session, you will be prepared for the AI systems of today and tomorrow and you will understand their strengths, weaknesses, and true usefulness in business analysis.

    Tom Carpenter

    CASP+, CWNE, CWISE

    Certitrek

    Tom is the Director of Education at CWNP as well as a Certified Wireless Network Expert (CWNE®) the highest-level designation within the CWNP family of wireless IT certifications. He is also the Director of Education for AACSP, the creator of the CyberSecure certification. Day-to-day he uses his expertise to guide the development of certifications and learning materials across all CWNP and AACSP certifications, leading a team of technical writers.

    Prior to joining CWNP in 2012, Tom spent 15 years working as a consultant in Wi-Fi technologies, security, and Microsoft solutions, advising global companies such as Proctor & Gamble, Wells Fargo, Scotts as well as the Department of Defense. Before that, he spent several years as a systems administrator in an organization with more than 60 locations and over 20,000 nodes. All told, Tom has more than two decades of experience in the IT industry, has authored 31 books on technologies ranging from Wi-Fi to security, has garnered numerous industry recognitions, and can be followed on Twitter at @carpentertom.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/22/2025 at 9:00 AM (EDT)

    In a world flooded with generic messaging, appraisers don’t need more noise — they need smarter strategies. This session shows how AI can improve your marketing by focusing on better, not just more.

    In a world flooded with generic messaging, appraisers don’t need more noise — they need smarter strategies. This session shows how AI can improve your marketing by focusing on better, not just more. Learn how to generate compelling variations, test ideas quickly, and use real-time data to sharpen your outreach. You’ll walk away with practical ways to attract qualified leads, stand out in a crowded market, and scale trust — without scaling your workload.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/22/2025 at 11:00 AM (EDT)

    Appraiser’s are constantly gathering data. Using that data for regression analysis give the appraiser another tool for developing comparable adjustments and valuation formulas.

    Appraiser’s are constantly gathering data. Using that data for regression analysis give the appraiser another tool for developing comparable adjustments and valuation formulas.

    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 Includes a Live Web Event on 10/22/2025 at 1:00 PM (EDT)

    The Producer Price Index (PPI), is a key economic indicator that measures the average change over time in selling prices by domestic producers. It's a measure of producer inflation, tracking price changes from the perspective of sellers as they move from raw materials to finished goods. The PPI is a key economic indicator, often seen as a leading indicator of consumer price inflation.

    The Producer Price Index (PPI), is a key economic indicator that measures the average change over time in selling prices by domestic producers. It's a measure of producer inflation, tracking price changes from the perspective of sellers as they move from raw materials to finished goods. The PPI is a key economic indicator, often seen as a leading indicator of consumer price inflation.

    Joseph Marino

    CMEA, EECA

    President of Truman Mox, Inc.

    Joseph Marino, CMEA is the President of Truman Mox, Inc., and brings over 20 years of financial and appraisal expertise to his clients. Starting his career in commercial lending, he served as Vice President for two regional, publicly traded banks, managing diverse loan transactions, including commercial real estate, asset-based lending, and equipment financing. He later spent over a decade as CFO of a $60 million multi-state restaurant group, gaining invaluable experience in financial operations and strategy. He went on to establish his own investment fund, focusing on a diverse portfolio of restaurant ventures across the United States.

    Joseph’s firm specializes in Machinery, Equipment, and Inventory Asset appraisals, working with clients nationwide on projects ranging from mergers and acquisitions to senior debt restructuring and SBA lending. Based in Chagrin Falls, Ohio, Joseph also dedicates time to charitable causes such as Boys Town, the ALS Association, and the City Mission. In his free time, he enjoys celebrating his Italian heritage as a member of the Italian Sons & Daughters of America.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/22/2025 at 2:00 PM (EDT)

    Attendees will learn how to transform stalled succession conversations into bankable, fee‑generating engagements that deepen their role with commercial lenders and business owners alike.

    A tidal wave of privately held firms will change hands over the next decade, yet many “inside” deals—owner‑to‑child or key‑employee buyouts—stall because neither party, nor their banker, has a defensible price or lender‑ready package. In this session I present Appraisal+: a practical framework that pairs transaction consulting with normalizing the financial documentation, USPAP-compliant appraisal, transaction‑affected projections, and lender-prescribed document preparation. Attendees will learn how to transform stalled succession conversations into bankable, fee‑generating engagements that deepen their role with commercial lenders and business owners alike.

    Carson Bankston

    BCA

    Founder of CBankston

    Since 1998, Carson Bankston has worked in appraisal, information technology, human resources, and business brokerage. His broad expertise across key business disciplines enables him to take a data-driven and strategic approach to Business Brokerage & Valuation Consulting.

    Carson began his career in real estate appraisal, spending eight years analyzing residential and commercial properties, gaining expertise in market valuation, due diligence, and investment analysis. During this time, he earned a Bachelor’s degree in Finance from Louisiana State University (LSU), followed by a Master’s degree in Information Systems and Decision Sciences with a minor in Internal Audit.

    In 2008, Carson began his career in business brokerage, advising business owners on valuation, deal structuring, and transaction execution. In 2015, he founded CBankston to address a critical gap in comprehensive exit planning – lack of preparation for due diligence by buyers and underwriting by lenders.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/22/2025 at 4:00 PM (EDT)

    This webinar will explore the data, examine real world incidents, and equip appraisers with a new lens for evaluating cyber risk as part of their financial due diligence.

    In today’s technology landscape, the question is no longer “How do I prevent a cyber attack?” But rather “How will I respond when cyber disaster occurs?”

    The statistics are sobering, and the financial impact is undeniable. From lost revenue and regulatory penalties to reputational harm and operational disruption, cyber attacks have become material financial events — not just technical incidents.

    For valuation professionals, this presents an emerging challenge: How should a company’s cybersecurity posture — its preparedness or lack thereof — affect its valuation?

    This webinar will explore the data, examine real world incidents, and equip appraisers with a new lens for evaluating cyber risk as part of their financial due diligence.

    Scott Lewis

    Director

    Presales Engineering for Hitachi Vantara’s Americas South district

    Scott G. Lewis is the Director of Presales Engineering for Hitachi Vantara’s Americas South district. In his role, he leads a team of engineers focusing on data center and public cloud infrastructure solutions with a focus around security, reliability, performance, and regulatory compliance. He has several decades of experience in datacenter infrastructure including the banking, finance, healthcare, and manufacturing sectors. Scott is recognized for his ability to bridge complex technology solutions with business value, guiding enterprises through secure digital transformations and aligning security strategies with organizational objectives.