Business Certified Appraiser in Review Certification Program - Cohort 2

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Includes Multiple Live Events. The next is on 06/03/2024 at 11:00 AM (EDT)

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.

Key:

Complete
Failed
Available
Locked
BCA-R Cohort 2 - Online Session 1
06/03/2024 at 11:00 AM (EDT)  |  240 minutes
06/03/2024 at 11:00 AM (EDT)  |  240 minutes Meeting ID: 879 9579 1161 Passcode: 802715
BCA-R Cohort 2 - Online Session 2
06/04/2024 at 11:00 AM (EDT)  |  240 minutes
06/04/2024 at 11:00 AM (EDT)  |  240 minutes Meeting ID: 879 9579 1161 Passcode: 802715
BCA-R Cohort 2 - Online Session 3
06/05/2024 at 11:00 AM (EDT)  |  240 minutes
06/05/2024 at 11:00 AM (EDT)  |  240 minutes Meeting ID: 879 9579 1161 Passcode: 802715
BCA-R Cohort 2 - Online Session 4
06/06/2024 at 11:00 AM (EDT)  |  240 minutes
06/06/2024 at 11:00 AM (EDT)  |  240 minutes Meeting ID: 879 9579 1161 Passcode: 802715
BCA-R Cohort 2 - Online Session 5
06/07/2024 at 11:00 AM (EDT)  |  240 minutes
06/07/2024 at 11:00 AM (EDT)  |  240 minutes Meeting ID: 879 9579 1161 Passcode: 802715
BCA-R Exam
60 Questions  |  3 attempts  |  120 minute limit  |  42/60 points to pass
60 Questions  |  3 attempts  |  120 minute limit  |  42/60 points to pass You must complete this exam prior to submitting your business appraisal review report.
BCA-R Demonstration Business Appraisal Review Report Submission
Graded as Pass/Fail
Graded as Pass/Fail You may only submit this report for grading after passing the exam.
BCA-R CE Certificate
No credits available  |  Certificate available
No credits available  |  Certificate available
BCA-R Survey
8 Questions