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 questionsrelated 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 LLCBarbara 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 ValuationMike 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, proofof 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 thethumb 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 sessionprovides 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.You can also read
