Host: Kathleen M. Turner
Location: 2253 Tigereye Pl Carlsbad, CA 92009
Date: Tuesday, August 22nd, 2023

Network and meet new board members and earn PA credit.

RSVP By August 15th to Kathleen.
(760) 504 6343 or kathleenmturner@hotmail.com

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Register below for this free & informative virtual broadcast via Zoom.

May 16, 2023
2:00-4:00pm EST

Sponsoring Valuation Professional Organizations (VPOs)

• American Society of Appraisers | ASA
• Chartered Business Valuators Institute | CBV
• Institute Global Association of Certified Valuators and Analysts | GACVA
• National Association of Certified Valuators and Analysts | NACVA
• Royal Institution of Chartered Surveyors | RICS

Program
The valuation professional organizations (VPOs) collaborated during the height of the COVID pandemic to produce two virtual global town halls. The events were ground-breaking in that the VPOs came together to produce continuing professional education for the global profession amid chaos. Fast forward to 2023. Current economic conditions, the markets, supply chain disruption, and burgeoning financial litigation continue to pose serious considerations for today’s business valuation analysts and appraisers.The VPOs come together again on May 16, 2023, to promote dialogue, share knowledge, provide guidance, and field questions from the live/virtual global audience on current and trending issues that impact the practice of business valuation, appraisal, and litigation matters around the globe.

Presenters

• Simon Rubinsohn, RICS Chief Economist | Macro-economic Overview
• Susan Wharton Gates, PhD in Public Policy | The Current Banking Crisis Echoes Crises of the Past—Lessons Learned and a Discussion of What May Come

The global panelists will tackle these topics in addition to discussing:

• Impact Macro-economic Trends and Other Current Risks Have on Transactions
• Impacts of Supply Chain Disruption
• Landscape of Financial Litigation

Panelists

• Catalina Miranda, (Moderator), CPA, CA, CBV and Vice President, Regulatory & Standards, CBV Institute.
• Ian Wanke, CPA, CBV, CFA and Director, Private Equity | British Columbia Investment Management Corporation (BCI)
• Lari Masten, MSA, CPA, ABV, CFF, CPVA, CVA, MAFF, ABAR | Masten Valuation
• Matthias Meitner, CFA and Founder and Managing Partner | VALUESQUE
• Rebecca Nelson, MBA, CFA, ASA and Managing Director, Valuation Services | Kroll

After attending this virtual session, participants will be able to assess market conditions, identify the appropriate approaches to implement in the current market, determine how to analyze imperative data points in the supply chain, and infer an understanding of the complex areas of financial litigation.

REGISTER HERE

The post Virtual Town Hall | State of the Global Markets and their Effect on Business Valuation appeared first on San Diego Chapter of the American Society of Appraisers.

Space is limited for this once-in-a-lifetime event, so register today!

Date:
December 6, 2022

Location:
Jake’s Del Mar
1660 Coast Blvd
Del Mar, CA 92014

Times:
5:00PM – 7:30PM

Cost: $45 per person

LIMITED SPACE!
12 total registered guest maximum
Members may bring up to 1 additional paid guest

The post 2022 ASA Annual Holiday Party appeared first on San Diego Chapter of the American Society of Appraisers.

Space is limited for this event, so register today!

Date:
Wednesday, November 3, 2021

Location:
Viewpoint Brewing Co.
2201 San Dieguito Dr.
Del Mar, CA 92014

Times:
5:30-7:00 PM

Cost: $15 per person

(Includes 2 Drinks and Appetizers)
Parking Available

LIMITED SPACE!
30 total registered guest maximum

2 hrs. Reaccreditation Credit for Professional Activity

The post ASA San Diego Chapter: Networking Event appeared first on San Diego Chapter of the American Society of Appraisers.

Presented by Leah Swearingen of Swearingen Communications

About this event
Do you want to learn about specific, cost-effective ways you can market your practice and increase your appraisal business? Come learn about the best ways you can achieve your marketing and sales goals. Leah Swearingen will lead a discussion on her unique perspective:
• The #1 way to avoid wasting money on marketing
• What your clients want most from you
• Online, offline, or all of the above?
• How to identify your most effective digital marketing tools
• What’s the simplest sale you can make?
• The incredible benefits of writing shorter content
• Why you should never forget about Lizard Brain

About the Speaker
Leah Swearingen’s marketing communications career spans more than three decades. She has been a guest lecturer and/or instructor at Point Loma Nazarene University’s Fermanian Business and Economic Institute, University of San Diego, and San Diego State University. Leah has been a featured speaker and trainer for such organizations as the San Diego County Bar Association, North County Bar Association, the San Diego Chapter of the American Marketing Association, Lawyers Club, the Executive Women’s Council, the Association of Legal Administrators, and the Women’s Business Center of California.

Event details
Thursday, May 23, 2019
5:30 pm – 7:00 pm

Location
Brinig Taylor Zimmer, Inc.
401 B Street, Suite 2150
San Diego, CA 92101
Office is located in bronze “Wells Fargo” building

Parking
Paid parking underneath building – enter from Fourth Street near B Street

Cost
FREE

CE credits:
This event can be self-reported for CE credits

The post Ways to Market and Increase Your Appraisal Business appeared first on San Diego Chapter of the American Society of Appraisers.

Space is limited for this once-in-a-lifetime event, so register today!

Date:
December 8, 2019

Location:
Tom Ham’s Lighthouse Restaurant
2150 Harbor Island Dr
San Diego, CA 92101

Times:
Private room will be available at 5pm.
Feel free to arrive earlier for cocktails (each pay their own)
The Parade of Lights goes by around 5:15 – 5:30.
Dinner will be served at 6:30

Cost: $45 per person
Free Parking

LIMITED SPACE!
30 total registered guest maximum
Each ASA member is allowed up to one guest

The post 2019 ASA Annual Holiday Party appeared first on San Diego Chapter of the American Society of Appraisers.

Attendees must have the USPAP 2020-2021 E-book or a hard copy, prior to the class. ASA members may purchase an electronic USPAP book from ASA here. If you’d like to purchase a hard copy of the USPAP book from the San Diego Chapter for $42.50, please contact Seonaid McArthur at valuedcollection@gmail.com by March 1st.”

Date: March 14th, 2020

Presenter: Teri Brossmer
Contact email: valuedcollection@gmail.com
Seonaid (Shona) McArthur
Phone: 858-922-5162

Location: La Jolla Historical Society, Balmer Annex
7846 Eads Avenue
La Jolla, CA 92037

Early Registration: Until Feb 14, 2020
Standard Registration: Until March 11, 2020

Cost:
Member: $185 Early Registration / $240 Standard Registration
Non-Member: $235 Early Registration / $290 Standard Registration
Optional Hardcopy USPAP: $42.50 (must pay at time of registration, prior to March 1)

Registration Includes:
An E-Class Manual (PDF) sent prior to class; CE certification, morning coffee, and sandwiches/soft drinks for lunch.

LIMITED SPACE!
35 total registered guest maximum

Register Now

The post The ASA San Diego Chapter is offering the USPAP update for 2020-2021 appeared first on San Diego Chapter of the American Society of Appraisers.