American Society of Appraisers 2018 International Appraisers Conference Session Schedule Monday, October 8, 2018
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American Society of Appraisers 2018 International Appraisers Conference Session Schedule Monday, October 8, 2018 8:30 – 9:30am [Multi-Discipline] Put on Your Mouse Ears and Shake up Your Thinking About the Secrets of Business Success! Valerie Oberle President | The Oberle Group Learn from Valerie's Disney career experiences as well as time spent owning her own business, about the key factors, that when focused on consistently and persistently, ensure long-term business success. Regardless of the size of your organization you will see how to apply practical strategies to build a strong personal and business brand, focus on creating customer loyalty, and be a communicating leader. These are a few of the key factors to success. Participants will take home at least three good ideas for improving their business! 9:35am - 10:35am [Machinery & Technical Specialties] Pitfalls in Appraising Concrete Products Plants and Aggregate Processing Leland E. Martin, ASA Accredited Senior Appraiser | iwi group LLC What are "aggregates" and what products make up a concrete mix? This session will provide you with the tools to identify the various types of equipment used in both aggregate processing and production of finished concrete products. [Personal Property] The Appraisal Foundation and Personal Property Activities David Bunton President | The Appraisal Foundation David S. Bunton, President of The Appraisal Foundation (Foundation) will provide an overview of recent activities of the Foundation, especially as it relates to the personal property appraisal profession and outreach in this area. [Real Property] Big Box Appraisals Without a Lease Lawrence (Larry) J. Golicz, Ph.D., ASA, MAI Principal | Vista Appraisal Services, Inc. This course provides a road map to search and seize data sources to help the appraiser gain a bottom line picture for their clients for the value potential for a property that may otherwise remain vacant for years on end. Learn insights into how developers are placing the big box back into the retailing market with segmentation for multiple tenants. Understand the value of in depth rental profiling to gain resale market potential. Explore with the instructor the market capacity of a location from the demographic character of the community, travel time, and competing locations. In the end, the income approach provides the test of highest and best use. Yet understanding the value of the land may prove the ultimate solution against all of the measures. And without all three approaches to value considered, how can you know?
[Appraisal Review & Management] Getting More Business: Expert Placement Firms - The Good, the Bad, and the Manageable Toby Edwards Senior Recruiter | IMS Expert Services Expert placement firms provide subject matter experts thousands of cases every year. This seminar will share how to get the most from working with a recruiting firm, identify and explore the challenges to lookout for, and discuss strategies to manage them. Audience members should leave with an understanding of how these firms work, and specific strategies to get more business, and tools to avoid the most common problems. 11:00am - 12:00pm [Machinery & Technical Specialties] Danger Will Robinson! Da Vinci Robots are Here to Stay! Douglas R. Krieser, ASA FRICS Managing Director | Valcon Partners, LTD This session provides a brief history of robotic surgeries and the Da Vinci robots along with a review of upcoming trends and competition. We will also discuss pricing and some of the "hidden" built in costs associated with the purchase of a Da Vinci robot. Learn more about issues with the used market and transferability of the units between owners, potential ways to value the units and what to state in your report when valuing one. [Personal Property] The Science of Qualified Appraisals with Charitable Contributions Dennis I. Leonard Partner | Ramsbacher Prokey Leonard LLP Leave this engaging talk with a list of points, from the legal perspective, that must be included in appraisals for charitable contribution (and potentially tax court) to be credible. Adequate disclosure will be highlighted. [Real Property] Big Box Appraisals Without a Lease Continuation of previous session. [Appraisal Review & Management] USPAP 2018-2019 Update and Future Issues Jay E. Fishman, FASA, FRICS Managing Director | Financial Research Associates This session will discuss the changes to the 2018-19 USPAP as it affects all disciplines. It will tie in USPAP to the requirements of ASA as well as the bridge between USPAP and IVS. We will also discuss new developments being considered by the ASB. 1:30pm - 3:00pm [Machinery & Technical Specialties] Fixed Asset Management - How Good is Your Fixed Asset Ledger. Michael Crismyre, ASA Senior Director | RSM Do you know where your assets are? When an appraiser is tasked with the valuation of a selection of assets how does that appraiser decide what assets to value? If the appraiser is provided a list of the assets can the appraiser rely on that list? Or does the appraiser need to validate the list? Should the appraiser require that they be able to perform their own physical inventory to quantify and describe the assets? The answers to these, and other questions
related to Fixed Asset Management, will be discussed in this highly interactive and informative session. [Personal Property] PP/BV Team: When Joint Personal Property and Business Value Appraisals Are Needed Joy Berus Art Law Attorney | Berus Law Group Carsten Hoffmann, ASA Managing Director | Stout Risius Ross, LLC In this session, learn more about cases where a combined approach to Personal Property and Business Valuation is necessary. Topics include fractional interests in art/collectibles in an estate; blockage discounts in estates of artists, gallery owners and collectors; donation agreements that contain restrictions; purchase agreements and resale restrictions; rights of first refusal agreements; comparable sales after date of death and appreciation discounts; as well as valuation of tangible properties that include intangible assets such as a stream of income, copyrights, or other contractual rights. [Real Property] Attacking & Defending While Staying Out of Trouble Ted Whitmer, MAI, AI-GRS, CRE, CCIM Consultant/Attorney/Appraiser | Ted Whitmer Company This session will detail the ins and outs of being a valuation consultant in litigation and an expert witness, including the four required areas of knowledge, four problem areas for all valuation consultants, federal rules regarding expert testimony, and testimony, presentation, and cross examination basics. This course will also outline the USPAP criteria for appraisal reviews, the different ways these reviews are used and each use’s potential harm to the appraiser, the five overarching report requirements, the different specialty levels of an appraisal, and the different aspects of an appraisal that can be attacked – the appraiser, the appraisal, the appraisal report, and the reviews and consulting. [Appraisal Review & Management] Attacking & Defending While Staying Out of Trouble Ted Whitmer, MAI, AI-GRS, CRE, CCIM Consultant/Attorney/Appraiser | Ted Whitmer Company This session will detail the ins and outs of being a valuation consultant in litigation and an expert witness, including the four required areas of knowledge, four problem areas for all valuation consultants, federal rules regarding expert testimony, and testimony, presentation, and cross examination basics. This course will also outline the USPAP criteria for appraisal reviews, the different ways these reviews are used and each use’s potential harm to the appraiser, the five overarching report requirements, the different specialty levels of an appraisal, and the different aspects of an appraisal that can be attacked – the appraiser, the appraisal, the appraisal report, and the reviews and consulting. 3:30pm - 4:30pm [Machinery & Technical Specialties] Aviation Roundtable – Current Market Trends and Insights from Industry Experts David Crick, ASA Managing Director | DavAir Group David L. Fisher, ASA President/Founder | Western Aviation & Helicopter LLC
Barbara A.Spoor, ASA Founder / Owner / EVP | Asset Insight, LLC Join us for a panel discussion of the markets for business jets, commercial carriers, ground support equipment, and much more from our team of experts. Learn important considerations when appraising aircraft which may impact value. A discussion of factors an appraiser considers when evaluating damaged aircraft will also be included. 3:30 – 5:00pm [Personal Property] The Art of Credibility Before the IRS and US Tax Court Nancy Escher, ASA President | Escher Associates Dennis I. Leonard Partner | Ramsbacher Prokey Leonard LLP John Thomson, ASA, MAI Managing Director | Klaris, Thomson & Schroeder, Inc. Estate of James J. Mitchell v. Commissioner of Internal Revenue | T.C. Memo. 2011-94 Join Dennis I. Leonard, Attorney for Petitioner, John Thomson, ASA and Nancy Escher, ASA, appraisers, for a discussion on this multidisciplinary tax court case. Discover how these valuation and law professionals worked together to successfully present their opinions of value resulting in a ruling in their favor. [Real Property] Appraisal Reports and Expert Testimony for Property Tax Appeals Chris Robinson Senior Counsel | CKR Law Group, P.C. Jack Young, ASA (MTS-ARM), CPA President/CEO | NorCal Valuation Mike Evans, FASA President | Evans Appraisal Service Inc. This one and a half hour session will provide a brief overview of the property tax appeal process and appraiser involvement, followed by a panel discussion with tax appeal attorney Chris Robinson, M&E appraiser Jack Young, and real property appraiser Mike Evans. These expert panelists will discuss topics such as appraisal reports and how to make them trial-ready, the appraisal process with clients and attorneys, trial prep, and the do’s and don’ts of both direct examination and cross examination. [Appraisal Review & Management] Appraisal Reports and Expert Testimony for Property Tax Appeals Chris Robinson Senior Counsel | CKR Law Group, P.C. Jack Young, ASA (MTS-ARM), CPA President/CEO | NorCal Valuation
Mike Evans, FASA President | Evans Appraisal Service Inc. This one and a half hour session will provide a brief overview of the property tax appeal process and appraiser involvement, followed by a panel discussion with tax appeal attorney Chris Robinson, M&E appraiser Jack Young, and real property appraiser Mike Evans. These expert panelists will discuss topics such as appraisal reports and how to make them trial-ready, the appraisal process with clients and attorneys, trial prep, and the do’s and don’ts of both direct examination and cross examination. 4:30 - 7:00pm [Machinery & Technical Specialties] Off-Site Tour: Bottle Logic Brewing Company Tuesday, October 9, 2018 8:00 - 9:00am [Multi-Discipline] Is Your Practice Working For You? Rod P. Burkert, CPA/ABV, CVA Burkert Valuation Advisors, LLC Despite all of the technical progress we’ve made as a profession, repeated industry surveys say these are the issues practitioners are most concerned with: bringing in new clients, pricing/fee compression, competition, and firm differentiation. These are the real burning issues of our practices. These are issues keeping practitioners up at night. These issues are not going away. And no one is addressing them … until now. The solution to all of these practice development issues is creating an action plan that builds your authority. Why? Because, within your practice area or industry niche, authority is your competitive advantage (perhaps the only one you have). It stems from having specialized knowledge and advancing your unique perspective, being known for your expertise and getting recognized for it and leading the buyers of your professional services to your door because of it. 9:05am - 10:35am [Machinery & Technical Specialties] Building Your ARM Practice Terri A. Lastovka, ASA, ARM-BV, CPA, JD Owner | Valuation & Litigation Consulting, LLC Join in this interactive discussion about how to build an ARM practice. You have the ARM designation or are considering getting it. But what do you do with it? We will identify our target markets, develop a roadmap of how to get to them, and identify strategies to educate them about what we do and how we can help them. This multi-disciplinary workshop will leave you energized with plenty of ideas to add to your business development plan. [Personal Property] Part 1 US Fish & Wildlife 101 for Appraisers - An Overview of Wildlife Laws in the US Joe Ventura Wildlife Inspector | US Fish & Wildlife Service The US Fish & Wildlife Service has legal requirements for items made from wildlife such as ivory, feathers and leather that are imported or exported, and sometimes moved across state lines. Don't miss this enlightening overview of the federal and international laws related to items appraisers may work with.
Part 2 Legal Issues and Pitfalls when Appraising Art and Antiquities Michael Heumann Art Law & Project Manager There are many legal issues and pitfalls when appraising art and antiquities. This session will provide insight into areas of concern, including stolen art, forged, highly "conserved" or misrepresented art; illegally imported art, and American Indian artifacts. We will also discuss black market and hidden provenance/chain of title issues arising from these areas of concern. [Real Property] Going Concern Appraising for Real Estate Appraisers L. Deane Wilson, ASA, MA Managing Partner | The Blackwell Group This seminar introduces the real estate appraiser to the basics of appraising real estate properties with a business component also known as going concerns. Examples include fueling stations/c-stores/car washes, senior housing, and lodging properties. Attendees will learn key value drivers for each of the three property types as well as where to obtain the resources needed to value these properties. [Appraisal Review & Management] Building Your ARM Practice Terri A. Lastovka, ASA, ARM-BV, CPA, JD Owner | Valuation & Litigation Consulting, LLC Join in this interactive discussion about how to build an ARM practice. You have the ARM designation or are considering getting it. But what do you do with it? We will identify our target markets, develop a roadmap of how to get to them, and identify strategies to educate them about what we do and how we can help them. This multi-disciplinary workshop will leave you energized with plenty of ideas to add to your business development plan. 11:00am - 12:00pm [Machinery & Technical Specialties] Inspecting Machine Tools: A General Overview Alec Story, ASA Vice President | Perfection Global Alec will use his 24 years of experience buying, selling walk the audience through different aspects of machine tools. He will identify what to inspect, what to expect, what components are important to identify, different conditions and issues with some types of machinery, etc. This will be a general presentation for machine tools. Questions and answers will be a major part of the presentation. [Personal Property] Provenance Research for Appraisers Agnes Penot Gallery Manager | Gallery 19C The term Provenance, the history of ownership and transfer of artworks, has made headlines following restitution battles of objects looted during World War II. While Provenance is instrumental in the return of artworks to their rightful owners, it is also very useful to art collectors and professionals. This presentation will address the diverse applications of provenance research for appraisers, including due diligence, authentication, attribution, proof
of ownership and valuation. Using cases studies, it will also provide the tools, methodology and various resources at hand to help appraisers in their practice. [Real Property] Going Concern Appraising for Real Estate Appraisers L. Deane Wilson, ASA, MA Managing Partner | The Blackwell Group Continuation of previous session. [Appraisal Review & Management] The Appraiser’s High-Wire Act: Legal and Ethical Perils Jeffrey W. Brend, ASA, JD, CPA/ABV, CFE, CFF, AAML Principal | Levin & Brend, P.C. Lela Hersh, ASA President | Museum and Fine Arts Consulting LLC This session will address the issues that appraisers continuously face in their appraisal practice, particularly those issues of the more litigious nature such as divorce. Topics include covering your professional liability in assignment agreements, and tips on determining who your client is. Several ethical questions will be addressed such as future assignments with the property that you have appraised, sharing drafts with your client before you have been paid, and citing sources in your appraisals without pre-approvals. Strategic compromises and "the fraud triangle theory" will also be discussed. Personal Property appraiser Lela Hersh, ASA will pose questions to Business Valuation appraiser Jeffrey W. Brend, ASA. Brend is an attorney, financial specialist and a Fellow of the American Academy of Matrimonial Lawyers. 1:00pm - 2:00pm [Machinery & Technical Specialties] I Made a Mistake? You Must be Mistaken! - Valuing Tractors and Trailers Michael E. Winterfeld, ASA, MBA Director, Appraisal Services | Taylor & Martin, Inc. The attendee will understand the need to properly understand the subject property. Attendees will understand the need to make appropriate value adjustments, in a specific order. Examples of appropriate value adjustments (making the comparable look like the subject property, through dollar adjustments). Additionally, the diagnosis of the asset's VIN will be explored to ensure the Model Year matches the year given/described, as well as other major attributes. Finally, we will cover adjustments needed for prospective appraisals, without addressing these and other areas, the appraiser could be making material mistakes in arriving at individual values, or in total and in the narrative portion of the report. [Personal Property] Science and Authentication: An Overview Eric Doehne Owner | Conservation Sciences The growing role of science and technology in our society is mirrored by the increasing role scientific analysis plays in our systems of authentication. While the media likes to portray this as "connoisseurs vs. scientists", the reality is that both are necessary, and the best results come when each learns a bit of the others language. From Leonardo's Salvator Mundi painting to more modest works, science has helped uncover forgers, identify looted material, and authenticate some valuable works of art. Science is often a process of group learning over time, where an understanding based on one interpretation and data set can be updated in the face of new data or a different interpretation. The defendant who recently snapped off the
thumb of a Chinese terracotta warrior is claiming the thumb was a restoration not original to the sculpture and is therefore valueless. Science may decide his fate. The use of science for authentication can result in a kind of arms race. For example, forger Ken Perenyi used old varnish to make his paintings look "right" under UV light. This session surveys the current landscape. [Real Property] Appraising Stigmatized Properties Randall Bell, Ph.D., MAI Owner | Landmark Research Group, LLC Manmade and natural disasters damage or destroy numerous properties each year, which in turn create valuation – or diminution-in-value issues for appraisers. This includes environmental, wildfires, hurricanes, floods, earthquakes, tornadoes and so forth. These appraisals are often needed for insurance claims, legal claims or tax purposes. In this session, we will review the basic components of appraising damaged real estate and examine the valuations methodologies in general. [Appraisal Review & Management] Does Your Report Pass Muster in a BV Audit? Raymond Rath, ASA, CFA Managing Director | Globalview Advisors LLC Business valuations are increasingly coming under scrutiny by bodies including the U.S. Securities and Exchange Commission and the Public Company Accounting Oversight Board. As a result of concerns regarding valuation quality, a new designation, Certified in Entity and Intangibles Valuation (“CEIV” ™) is now offered. The CEIV designation includes significant performance and documentation requirements as set forth in the Mandatory Performance Framework documents. The CEIV also includes a periodic practice review requirement for designation holders. Ray will provide an update on the CEIV designation and the Mandatory Performance Framework. The documentation and reporting requirements for valuations for different project purposes including financial reporting, tax reporting and litigation will also be discussed. 2:05pm - 3:05pm [Machinery & Technical Specialties] High Technology Equipment - Love it or Hate it Alex Steele, ASA President | AR International, LLC This session will provide a broad overview of the trends affecting high technology equipment. What's hot and what's not. What are the challenges and pitfalls to appraising high technology equipment. Plus a few true-life stories from 25 years in the trenches. [Personal Property] The Current Values of African Tribal Art Joshua Dimondstein Principal | Dimondstein Tribal Arts This session will discuss different price points for African tribal art as a way to illustrate how this market works. Mr. Dimondstein will cover a history of the African tribal art market, the different types of collectors within this market, and an explanation of the sophisticated forgery techniques that are used to successfully deceive. Included will be a focus on the problems associated with assigning values to pieces when most of what one sees are fake.
[Real Property] Appraising Stigmatized Properties Continuation of previous session. [Appraisal Review & Management] How to Review a Business Valuation Report Carla Glass, FASA, CFA Managing Director | Marcum LLP Robert Schlegel, FASA, MCBA Principal | Houlihan Valuation Advisors The primary topics of this session are what to focus on in a business valuation review, some common areas of weakness, and best practices for writing a BV review report. Practical applications and examples (mini-cases) will be used for discussion. Topics addressed will be typical situations that require the review of a BV report. The session will also present checklists that might be helpful, professional standards that apply, different situations likely to require a review, and what to do if you're proving your own opinion as part of the review. 3:30pm - 5:00pm [Machinery & Technical Specialties] Property Tax Roundtable – Practical Insights for Appraisers Considering Working in Ad Valorem Raymond H. Krasinski, ASA, RAA, GAA, IFA, MAI Owner | Peachtree Valuation and Consulting Karen Milan, ASA President | Asset Valuation Source & Senior VP | Complex Properties Cantrell McCulloch Inc R. Lee Robinette, ASA President | Collateral Evaluation Associates, Inc. Have you ever wondered what is required to complete an appraisal for property tax purposes? Experts share their insights gained from working for local tax authorities and/or taxpayers. You will also learn more about the steps in the process, the various types of hearings, the level of due diligence required in preparing to testify, and much more. [Personal Property] The Art of Valuing Art and Collectibles in Tax Related Matters Joy Berus Art Law Attorney | Berus Law Group Learn more about tips and surprises regarding appraisals for the intended use of gift, estates, donation and tax related transfers. Topics will include: the post 2006 IRS appraisal requirements for art and collectibles; estate tax reporting requirement surprises; the art of donating art (steps to the donor’s FMV tax deduction and what appraisers need to know): ivory and other protected species (how current federal and state laws impacts value); the Rauschenberg case; estate tax and the battle of the inventory (to schedule or not to schedule); as well as estate tax discounts and updates, including Elkins II. [Real Property] Appraising Stigmatized Properties Continuation of previous session.
[Appraisal Review & Management] Banking Regulations Affecting Your Appraisal Practice? Paul R. Cogley, Jr., ASA SVP - Commercial Valuation Manager | Banc of America Leasing The session will cover the regulatory environment and the impact on appraisers and their work product. Wednesday, October 10, 2018 8:00am - 9:00am [Machinery & Technical Specialties] Are You a Trendsetter? David H. Cole, ASA President | Cole Appraisal Services, Inc This session will provide insight into developing and using Producer Price Index trend factors in valuing machinery and equipment. [Personal Property] Crime and Property: How Art and Personal Property is Used in Criminal Actions FBI Special Agent Christopher McKeogh Federal Bureau of Investigation – Arts & Antiquities Crimes This session will provide an overview of how personal property is used in criminal actions including fraud, money laundering, theft, and black-market sales of art, antiques and antiquities. [Real Property] Drone Technology and Its Impact on the Appraisal Industry Lamar H. Ellis, III, MAI, SRA President | Drone Education Services Unmanned Aerial technology is revolutionary and can give those who understand it an advantage in the highly competitive world of real estate. Lamar Ellis currently works with several drone companies in Atlanta in business development and consults with companies using drone operations all across the United States. This session will offer an introduction to drones and provide an understanding of the different types and uses. Learn how a drone can aid in inspection. Understand some inspection techniques and tips on using a drone. Learn how to register a drone. Learn the regulations and the rules and how to become certified to use a drone in appraisal practice. Whether you decide to adopt drone technology into your practice or hire someone to fly for you, you will gain the necessary insights on how to do it correctly. [Appraisal Review & Management] Growing Your Online Presence with Measurable Results David A. Mitroff, PhD Business Consultant and Marketing Expert | Piedmont Avenue Consulting, Inc. A comprehensive marketing strategy leverages Social Media that makes information more accessible and useful by combining together technology, content and social interaction across many platforms including websites, blogs, video-sharing, review sites, email marketing and event promotion. Consumers expect organizations to use Social Media intelligently and for Social Media initiatives to align with other marketing strategies and core values. This session
provides an overview of the 9 Key Areas of Social Media as defined by David Mitroff, Ph.D. with examples from his consulting on technology integrations, restaurant and retail marketing, customer loyalty programs, partnership development and charity work. 9:05am - 10:05am [Machinery & Technical Specialties] Tax Reform and Lease Accounting Changes - Opportunities for the MTS Appraiser? Paul R. Cogley, Jr., ASA SVP - Commercial Valuation Manager | Banc of America Leasing This session will focus on the Tax Cuts and Jobs Act passed by the US Congress in December 2017 and the Lease Accounting changes in Accounting Standards Codification (ASC) 842, with emphasis on potential opportunities for MTS appraisers. 9:05am - 10:35am [Personal Property] Blockchain and Cryptocurrencies in the Arts and Collectibles Market Explained Mark Lurie CEO & Co-Founder | Codex Protocol Gain insight into what this new technology is and how it works by this tech innovator and leader. Discover how and why blockchain technology is being adopted by the art market, auction houses, collectors, dealers, museums, insurance companies, and other market participants. The discussion will include the impact on market transactions and what it means for the future, including issues such as authenticity, provenance, privacy and market research. Learn about the next steps you can take to engage with the latest projects and advances in blockchain applications. [Real Property] Drone Technology and Its Impact on the Appraisal Industry Continuation of previous session. [Appraisal Review & Management] Scope Moving Targets with a Steady ARM Melanie Modica, ASA, ARM-PP Principal | Modica Fine Art LLC Raymond Rath, ASA (ARM, BV and IA), CEIV Managing Director | Globalview Advisors LLC Mike Evans, FASA (ARM-RP) President | Evans Appraisal Service Inc Garrett Schwartz, CEA, ASA (ARM Candidate) Sencer Appraisal Associates, Inc. The Scope of Work Rules allows appraisers and reviewers to continually hit moving targets with an ever changing plan of action for each report, using specific criteria based on the intended use of the assignment. It is important to understand and correctly apply the Scope of Work Rule because it is the intended user’s needs, requirements and ability to understand the scope of work that drives the entire assignment. Determination and defining of the appropriate scope of work is the appraiser’s and appraisal reviewer’s responsibility ... which can often be blurred by parties involved. This session will focus on scope of work decisions, development, and disclosure for use within the appraisal and appraisal review report. Melanie Modica will question a panel representing multiple disciplines, who will present real-world examples and the ways in which the scopes of work were kept in clear focus.
10:30am - 11:30am [Machinery & Technical Specialties] Yellow Iron – The Good, The Bad and The Rusty Ron Victor, ASA, CAI CEO | Mirterra Corp. In this session, discover how to approach and inspect yellow iron. Determine what you really need to look for; where to find vin plates and what they mean; and first impressions. Learn how to inspect undercarriages so you look good; what matters and what doesn’t to lender and buyers; and why does seasons play a part in values. Leave with a better understanding of why yellow iron is like gold, meaning prices will go up and down. 11:00am - 12:30pm [Personal Property] Appraising Appraisals in a Rapidly Evolving Art Market Vivian Ebersman Director Art Expertise | AXA Art Americas Corporation The last 3 decades have seen a dramatic expansion of the art market and a corresponding increase in the value of many individual works. Art and collectibles are now an increasingly significant component of many portfolios resulting in the need for timely and accurate evaluations that take advantage of modern technological and scientific tools. We shall examine how these forces affect research, authentication and evaluation and how insurance carriers use these tools to evaluate your appraisals. The speaker will address qualities that enhance confidence in appraisals and how to avoid red flags that may cause insurance carriers to cast doubt on your conclusions. [Real Property] How to Expand Your Appraisal Practice William P. (Bill) Wilson III, FASA Wm P Wilson Company Are you not offering areas of valuation services which could expand your appraisal practice? This session will provide the knowledge about areas where real property appraisers can expand their appraisal practice by offering new types and areas of valuation services. Learn insights into areas of valuation services you’re not currently offering to your clients and gain the knowledge and competence to offer these services to potential clients that desire these specialty services. Areas for both residential appraisers and commercial appraisers will be reviewed and discussed. [Appraisal Review & Management] Turning Excel Spreadsheets into Databases Matthew D. Kaufman, ASA President | Spearhead Valuation Group In this course attendants will be able to convert Excel spreadsheets into a usable database. Attendees will be able to identify and implement text, date, currency and attachment fields into a data base where you can import and input data from other sources. If time allows attendees will be able to perform calculations, create forms and reports.
11:30am - 12:30pm [Machinery & Technical Specialties] USPAP Outside the Box - Real World Tips and Examples for Appraisers Raymond H. Krasinski, ASA, RAA, GAA, IFA, MAI Owner | Peachtree Valuation and Consulting Let's go beyond the basics of USPAP and discuss its practical implications to appraisers. Learn more about: how USPAP protects appraisers and appraisers' fees; defining the scope of work and solving the client's appraisal problem - the primary goal; proper use of extraordinary assumptions and hypothetical conditions; practical advice on organizing workfiles and referencing them in appraisal reports; how to handle improper requests and other challenging situations and common questions and issues with USPAP compliance in appraisal reports.
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