ISBA Webinar

Communications and the Business Appraiser

List of Webinars:

  • Report Writing – Science or Art?
  • Premiums and Discounts – Proper Application in the Valuation Report
  • The Kohler Valuation Report – Reviewing a Great Report
  • Telling the Story – A Business Valuation Report that has Impact
  • Business Valuation Software – “How to Make the Right Decision” 
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  • When: Tue, Oct 04,2016 To Wed, Oct 26,2016
  • Time: 1.00 PM ET
  • Duration: 60- 120 mins

The Guaranteed Take-Aways Are:

  • Each Webinar has its own Take-Aways

Speaker Profile

Francisco “Frank” Rosillo

Francisco “Frank” Rosillo, CPA, ABV, ABAR, CBA, CVA, CFE, CFF, MAFF, is the managing director ofVALFOR - Valuations & Forensics, LLC, Certified Public Accountants, Valuation and Forensic Analysts, serving an international clientele, located in Doral, Florida, a suburb of Miami, Florida. He served two terms in IBA’s Board of Governors, as a “Governor at Large.” Frank is a frequent national lecturer, author and trainer in valuation and forensic accounting topics.

Speaker Profile

Matt Shipley

Matthew is a trainer at MoneySoft and has been a member of the software development team since 1996. He has instructed hundreds of individual valuators and M&A professionals on how to effectively use MoneySoft Business Valuation Specialist™ to prepare credible valuations and handle more valuations in less time. Prior to MoneySoft, Matthew graduated from Pennsylvania State University with a B.S. in Accounting and was an auditor at Ernst & Young.

Speaker Profile

Ron Cerruti, MBA, RPF#1983, B.S.

Ron was responsible for all IRS engineering, real property appraisal, and business valuation work in the Western United States. Ron was one of the original re-designers of the IRS Engineering and Valuation program. Ron was a member of the IRS Conservation Easement Issue Management Team. He has instructed at four National Land Trust Alliance Rallies and presented at professional conferences sponsored by the Appraisal Institute, ASA, ASFMRA, California Bar Association and others

Speaker Profile

Rod Burkert

Rod Burkert, CPA, ABV, CVA is the founder of Burkert Valuation Advisors, LLC. He’s reinvented his practice three times after going solo in July 2000. Today, Rod has built a mobile consulting firm by leveraging his professional network and using social media. Since March 2010, he’s worked a “traditional practice” (including offering a valuation report review service) while traveling full time throughout the United States and Canada in an RV with his wife and their two dogs. When it comes to building a practice (and redesigning a life), Rod walks the walk in this webinar.

Speaker Profile

Russell Glazer MBA, CPA/ABV, CBA, CVA, AM

Russell is a Partner with Gettry Marcus Stern & Lehrer, CPA, P.C. and is a member of the firm’s Business Valuation & Litigation Support Group. The group, one of the largest in the New York metropolitan area, has eight credentialed business valuation professionals and a team of forensic accountants. Mr. Glazer is a Certified Public Accountant, Certified Valuation Analyst, Master Certified Business Appraiser, Accredited in Business Valuation and is an Accredited Senior Appraiser of the American Society of Appraisers. Mr. Glazer graduated Hofstra University with a Master’s of Business Administration in Management. He keeps abreast of changing developments through his active membership in several organizations, including the Institute of Business Appraisers, American Society of Appraisers and National Association of Certified Valuation Analysts

Speaker Profile

Anne Obarski

As a customer service strategist, Anne works with companies who want to be contagious on purpose…by offering memorable customer service, exciting brand recognition and phenomenal experiences at every single touch point. Anne believes that customer service isn’t about the transaction, its’ about transforming customer relationships into a contagious experience ….worth spreading. Her interactive keynotes and workshops help challenge leaders, create more effective sales teams and improve performance at every customer service touchpoint. Anne is also a Certified Professional Behavioral Analyst and works with small to mid-sized businesses and professional associations. Anne is an author of 5 books on customer service and an award winning speaker and has been a member of the National Speakers Association and the Global Speakers federation since 1996.

Speaker Profile

Rod Burkert, CPA, ABV, CVA, CVB

Rod is a Business Valuation Expert and a Practice Development Coach. He is the founder of Burkert Valuation Advisors, where he has been practicing solo since July 2000. His traditional practice assists individuals, businesses, and attorneys determine or resolve questions of value. He also coaches overwhelmed BVFLS professionals to find more "margin" in their practices and their lives so that they can create the experiences that matter most to them. And by leveraging social media and his professional network, Rod has built a mobile consulting practice that allows him to travel full-time throughout the United States and Canada in an RV with his wife and their two dogs. He was named a “Pioneer of the Profession,” as part of the National Association of Certified Valuators and Analysts’ Industry Titans awards at their June 2016 Annual Conference.

Who should attend?

  • New Business Appraisers
  • Seasoned Practitioners
International Society of Business Appraisers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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