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RICS Business Valuation Symposium

We are pleased to present a half-day symposium focusing on business valuation to discuss key issues and topics impacting the profession.

Building transparency, trust and the profession

Twitter: #RICSAmericas

Date:
Mon 3 Jun 2019
Time:
01:30 PM - 06:30 PM
Venue:
Kimpton Hotel Eventi, 851 6th Avenue, New York, NY, 10001
CPD:
5 formal hours CPD

Early bird ends on April 30

The Future of the Profession

Building trust in business valuation is a global need.  How will recent changes impact global trends in valuation?  The Symposium brings together stakeholders in the business valuation community to discuss fair value measurement estimates and challenges in financial reporting; how the community is responding to the new quality monitoring program and whether advances in technology will necessitate further changes.

Program

  • 1:30 - 1:45 pm - Welcome & Opening Remarks

    Speakers:

    Bob Morrison, President of ASA

    Mary Jane Andrews, CEO and President of CBV Institute

    Neil Shah, Regional Managing Director, Americas with RICS

  • 1:45 - 2:30 pm - Setting the stage

    Industry leaders provide a background on the need for transparency and how professional bodies are taking steps to build trust in professional business valuations.

    Speakers:

    Anthony V. Aaron, CFA, FASA, FRICS, Adjunct Professor with University of Southern California

    Jay E. Fishman, FASA, FRICS, Managing Director with Financial Research Associates

  • 2:30 - 3:20 pm - Demystifying the audits

    Stakeholders in the business valuation community discuss their views of fair value measurement estimates and their challenges in financial reporting. How will the Mandatory Performance Framework (MPF) and the engagement of CEIV credential-holders build trust in financial reporting?

    Moderator:

    Mark Zyla, CPA/ABV, CFA, ASA, Managing Director with Acuitas Inc. and Chairman, Standards Review Board with IVSC

    Panelists:

    Barbara Rayner, EY

    Manish Choudhary, ASA, CFA, Managing Director with Deloitte Risk and Financial Advisory

    Michal Dusza, KPMG

    Additional speakers to be announced

  • 3:20 - 3:50 pm - Networking Break

  • 3:50 - 4:40pm - Building trust through transparency

    Now that the Mandatory Performance Framework (MPF) and CEIV credential have been rolled out, how is the business valuation community responding to the new quality monitoring programs? What challenges are firms facing in its implementation and how is it likely to impact the audit process? Industry leaders share their perspectives on the proposed changes.

    Moderator:

    Anthony V. Aaron, CFA, FASA, FRICS, Adjunct Professor with University of Southern California

    Panelist:

    Adam Smith, PwC

    BJ Orzechowski, KPMG

    Kevin Wharton, ABV, ASA Candidate, Director, Valuation & Business Analytics with BDO USA, LLP

    Leigh S. Miller, CPA, FRICS, Global Leader, Valuation, Modeling & Economics with Ernst & Young

    Myron Marcinkowski, Managing Director with Duff & Phelps

    Stamos Nicholas, Principle with Deloitte

  • 4:40 - 5:30 pm - Next steps in business valuation

    Building trust in business valuation is a global need. How will recent changes impact global trends in valuation, including valuations of financial instruments? Will advances in technology necessitate further changes? This international expert panel shares their thoughts on where the profession is headed.

    Moderator:

    Jay E. Fishman, FASA, FRICS, Managing Director with Financial Research Associates

    Panelist:

    Bill Armitage, CA, CPA, CBV, Partner with Ernst & Young

    Cindy Ma, CFA, FRICS, Managing Director with Houlihan Lokey's Portfolio Valuation & Fund Advisory Services

    Dayton Nordin, The Appraisal Foundation

    Doug McPhee, KPMG UK

    Mark Zyla, CPA/ABV, CFA, ASA, Managing Director with Acuitas Inc. and Chairman, Standards Review Board with IVSC

  • 5:30 - 6:30 pm - Networking Reception

    Speaker:

    David Foster, BVR

  • 6:30 pm - Event Close

Event sponsors

  • Event Supporters

    ASA logo
  • Event supporter

    BVR-Logo
  • Profession Supporters

    BDO - logo

Kimpton Hotel Eventi, New York

Parking:

  • For guest staying at the hotel, they can valet park their cars with the bellman in front of the hotel. There is a discounted hotel overnight rate of $50 per car per night ($65 for SUVs)
  • For guest coming to the event, they can self-park in the ICON Parking garage below the hotel. There are entrances on both 29thand 30th Street between 6th and 7th Avenue.  The front desk will have discounted parking vouchers – they are $35 per car.

Prices

  • Ends April 30 Early-bird RICS professionals and Event Supporters $295
  • Early-bird non-RICS professionals $395
  • Regular price RICS professionals and Event Supporters $395
  • Non-RICS professionals $495
  • Visa

  • Mastercard


$295