Oct
23
6:00pm 6:00pm

ASA Princeton - October 23, 2017 - CEIV Certification: The Inside Scoop

Charles Sapnas

Charles Sapnas

The Certified in Entity and Intangible Valuations™ (CEIV™) credential is intended for professionals who perform fair value measurements for public company financial statement reporting purposes. This includes estimating the fair values of businesses and/or business interests for goodwill impairment testing and stock compensation purposes, and intangible assets for purchase price allocation and impairment testing purposes.

Charles S. Sapnas, CFA, ASA of Valuation Research Corporation holds the CEIV credential. Charles will discuss the process of obtaining the credential and how this is expected to impact his day-to-day valuation practice. 

Charles is a Senior Vice President at Valuation Research Corporation. He specializes in business enterprise valuations, purchase price allocations and impairment analyses and intellectual property valuations for financial reporting and tax purposes. He has completed engagements in most major industries.

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ASA Princeton - September 18, 2017 - Variables that Affect Value in Gems
Sep
18
6:00pm 6:00pm

ASA Princeton - September 18, 2017 - Variables that Affect Value in Gems

Please join us at 6pm on Monday, September 18, 2017 at Chambers Walk in Lawrenceville as Daniel W. Campbell BS, GG, FGA of Hamilton Jewelers presents:

Variables that Affect Value in Gems

Gem identification is an extremely important component of jewelry analysis and appraisal. The value of an item of jewelry can be dependent almost entirely on the identity of the gem or gems present.  The question, however, is not simply, “Is the gem a ruby, emerald or sapphire?” for example.  There are many gems of every color, which vary in quality, name recognition, desirability, rarity, supply and demand, size, country of origin, durability and many other factors.  Many of these gems have laboratory grown counterparts or can be treated in a variety of ways to alter or improve their appearance.  Some are even glued or fused together to make them look like a valuable gem.  In this presentation, we will review a select few gems, what materials may be used in their place and the widely varying values that may be assigned to them.

About the speaker:

Dan Campbell earned a Bachelor of Science degree in Geology, from the University of Delaware, is a Graduate Gemologist (in residence), from the Gemological Institute of America (GIA) in New York and is a Fellow of the Gemmological Association of Great Britain (Gem-A).  Mr. Campbell has worked in GIA’s Laboratory in the diamond grading and identification/research departments, helped to develop the methods and terminology used in the grading of fancy color diamonds and has taught thousands of students as an instructor of the GIA and later as the Director of GIA’s New York Education Center, where he contributed to the gemological course material.  He was a co-owner, with his wife Rocio, of Jacqueline Waite Jewelry Appraisers and Consultants, based in Liberty Corner, New Jersey and is currently the Senior Appraiser at Hamilton Jewelers in Princeton, New Jersey.  Dan is a Member of the National Association of Jewelry Appraisers (NAJA).

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ASA Princeton - May 15, 2017 - Variables that Affect Value in Gems
May
15
6:00pm 6:00pm

ASA Princeton - May 15, 2017 - Variables that Affect Value in Gems

Please join us at 6pm on Monday, May 15, 2017 at Main Street Bistro in Princeton as Daniel W. Campbell BS, GG, FGA of Hamilton Jewelers presents:

Variables that Affect Value in Gems

Gem identification is an extremely important component of jewelry analysis and appraisal. The value of an item of jewelry can be dependent almost entirely on the identity of the gem or gems present.  The question, however, is not simply, “Is the gem a ruby, emerald or sapphire?” for example.  There are many gems of every color, which vary in quality, name recognition, desirability, rarity, supply and demand, size, country of origin, durability and many other factors.  Many of these gems have laboratory grown counterparts or can be treated in a variety of ways to alter or improve their appearance.  Some are even glued or fused together to make them look like a valuable gem.  In this presentation, we will review a select few gems, what materials may be used in their place and the widely varying values that may be assigned to them.

About the speaker:

Dan Campbell earned a Bachelor of Science degree in Geology, from the University of Delaware, is a Graduate Gemologist (in residence), from the Gemological Institute of America (GIA) in New York and is a Fellow of the Gemmological Association of Great Britain (Gem-A).  Mr. Campbell has worked in GIA’s Laboratory in the diamond grading and identification/research departments, helped to develop the methods and terminology used in the grading of fancy color diamonds and has taught thousands of students as an instructor of the GIA and later as the Director of GIA’s New York Education Center, where he contributed to the gemological course material.  He was a co-owner, with his wife Rocio, of Jacqueline Waite Jewelry Appraisers and Consultants, based in Liberty Corner, New Jersey and is currently the Senior Appraiser at Hamilton Jewelers in Princeton, New Jersey.  Dan is a Member of the National Association of Jewelry Appraisers (NAJA).

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ASA Princeton - March 20, 2017 - The Untapped Collaboration – How Business and Art Appraisers Can Work Together
Mar
20
6:00pm 6:00pm

ASA Princeton - March 20, 2017 - The Untapped Collaboration – How Business and Art Appraisers Can Work Together

Please join us on Monday, March 20, at Main Street Bistro in Princeton. Alanna Butera and Kate Guidone of O'Toole-Ewald Art Associates, Inc. will present their topic:

The Untapped Collaboration – How Business and Art Appraisers Can Work Together

As prices for fine art have drastically risen over the past decade, collectors have increasingly begun to treat the art on their walls as alternative assets. Specialist personal property appraisal firm O’Toole-Ewald Art Associates, Inc. (OTE) has found itself at the crossroads of art and finance, being regularly called upon by business appraisers, bankers, financial managers, estate planning attorneys, and accountants seeking guidance for clients with $100 million+ collections. Our business has evolved far beyond classic appraisals to include specialized services requiring complex and often unprecedented analysis.

 While the art world continues to grow more sophisticated, now comes the time to explore mutual strides forward by professional appraisers in the personal property and business sectors. OTE’s presentation will discuss common interdisciplinary valuation services and open the dialogue for future opportunities.

 

Alanna Butera - With a unique background in economics and art history, Alanna Butera, MA, Senior Fine Art Appraiser at OTE, specializes in complex art valuations, such as prospective FMV, artist’s estates, bulk-sale approach and estate fractional discounting. As a member of OTE’s team of appraisers for over three years, Ms. Butera also assists clients with traditional art appraisals in fine and decorative art, including, but not limited to, 19th-21st century fine art, American furniture and decorative art and international silver. Prior to OTE, Ms. Butera worked for Freeman’s Auction House and an appraisal firm based in Philadelphia. She maintains current certification with the Uniform Standards of Professional Appraisal Practice (USPAP) and is a Candidate Member of the American Society of Appraisers (ASA).

Alanna Butera - With a unique background in economics and art history, Alanna Butera, MA, Senior Fine Art Appraiser at OTE, specializes in complex art valuations, such as prospective FMV, artist’s estates, bulk-sale approach and estate fractional discounting. As a member of OTE’s team of appraisers for over three years, Ms. Butera also assists clients with traditional art appraisals in fine and decorative art, including, but not limited to, 19th-21st century fine art, American furniture and decorative art and international silver. Prior to OTE, Ms. Butera worked for Freeman’s Auction House and an appraisal firm based in Philadelphia. She maintains current certification with the Uniform Standards of Professional Appraisal Practice (USPAP) and is a Candidate Member of the American Society of Appraisers (ASA).

Kate Guidone - Kate Guidone, MA, is a fine art and personal property appraiser at O’Toole-Ewald Art Associates, Inc. (OTE), with experience conducting valuations for high net worth collections ranging from Old Masters to Contemporary art.  Ms. Guidone specializes in the identification and valuation of a wide range of art objects from Europe, Latin America, Asia and the United States.  She also regularly prepares reports for the purposes of loan collateral, charitable contribution, insurance coverage and claims, estate planning, and equitable distribution. Prior to OTE, Ms. Guidone was associated with a Philadelphia based appraisal firm as well as a Connecticut based auction house where she was actively involved in the research and marketing of a long-lost Paul Gauguin still life which had hung unidentified for 30 years on a client’s wall. Ms. Guidone also maintains current certification with the Uniform Standards of Professional Appraisal Practice (USPAP).

Kate Guidone - Kate Guidone, MA, is a fine art and personal property appraiser at O’Toole-Ewald Art Associates, Inc. (OTE), with experience conducting valuations for high net worth collections ranging from Old Masters to Contemporary art.  Ms. Guidone specializes in the identification and valuation of a wide range of art objects from Europe, Latin America, Asia and the United States.  She also regularly prepares reports for the purposes of loan collateral, charitable contribution, insurance coverage and claims, estate planning, and equitable distribution. Prior to OTE, Ms. Guidone was associated with a Philadelphia based appraisal firm as well as a Connecticut based auction house where she was actively involved in the research and marketing of a long-lost Paul Gauguin still life which had hung unidentified for 30 years on a client’s wall. Ms. Guidone also maintains current certification with the Uniform Standards of Professional Appraisal Practice (USPAP).

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ASA Princeton - November 22, 2016: Fair Value and the Appraiser/Auditor Dynamic
Nov
22
6:00pm 6:00pm

ASA Princeton - November 22, 2016: Fair Value and the Appraiser/Auditor Dynamic

Dean is a senior manager in the Audit and Assurance Group of EisnerAmper's NJ office and has 15 years of public accounting experience. 

Dean is a senior manager in the Audit and Assurance Group of EisnerAmper's NJ office and has 15 years of public accounting experience. 

Please join us at 6pm at Main Street Bistro in Princeton , as Dean Katsoupas, CPA of EisnerAmper LLP and Joseph C. Hassan, CFA, ASA of MPI Business Valuation and Advisory host a discussion on fair value. Among other concepts, Joe and Dean will discuss:

  • What do auditors expect from the appraiser?
  • The appraisal process for public vs. private companies.
  • How has private company GAAP affected the need for outside appraisers?
Joe is a Partner at MPI and heads up the firm’s financial reporting valuation group.  Since joining MPI, Joe has performed hundreds of equity and intangible asset valuations for financial reporting, tax purposes, and other corporate purposes.

Joe is a Partner at MPI and heads up the firm’s financial reporting valuation group.  Since joining MPI, Joe has performed hundreds of equity and intangible asset valuations for financial reporting, tax purposes, and other corporate purposes.

ASA Princeton November 2016 Meeting Fee
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ASA Princeton - October 17, 2016 - Highlights from the 2016 Advanced Business Valuation Conference
Oct
17
6:00pm 6:00pm

ASA Princeton - October 17, 2016 - Highlights from the 2016 Advanced Business Valuation Conference

Charles Sapnas

Charles Sapnas

Charles S. Sapnas, CFA, ASA of Valuation Research Corporation will provide an update on current topics discussed at the 2016Advanced Business Valuation Conference that was held in Boca Raton on September 12-14.

Charles is a Senior Vice President at Valuation Research Corporation. He specializes in business enterprise valuations, purchase price allocations and impairment analyses and intellectual property valuations for financial reporting and tax purposes. He has completed engagements in most major industries.

ASA Princeton October 2016 Meeting Fee
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Sep
19
6:00pm 6:00pm

ASA Princeton - September 19, 2016 - Mark Penny on the ASA ARM Specialty Designation

J. Mark Penny, ASA, ARM-BV of Hempstead & Co LLC

J. Mark Penny, ASA, ARM-BV of Hempstead & Co LLC

Please join us on Monday, September 19, 2016, as J. Mark Penny, ASA, ARM-BV of Hempstead & Co., LLC discusses ASA's Appraisal Review and Management designation, ARM. The ARM designation is a great way to increase the diversity of services in your appraisal practice.

Appraisal review is an objective exercise measuring appraisal work against established standards and logic. Appraisal management appraisers are professionals who participate in managing multi-discipline appraisal practices. 

The American Society of Appraisers offers a specialty designation in Appraisal Review and Management, ARM. Currently, all active Accredited Senior Appraisers (ASA) in the PP, RP, MTS, BV and GJ disciplines are eligible to earn an ARM designation.

About the Speaker:  Mr. Penny is a Managing Director of Hempstead & Co. in Haddonfield, New Jersey. He prepares valuation analyses of privately held firms for numerous purposes including recapitalizations, equitable distributions, estate planning, employee stock ownership plans, mergers and acquisitions, fairness opinions, purchase price allocation and calculation of economic damages. Mr. Penny is also experienced in estimating the value and useful life of intangible assets including goodwill, customer lists, franchises, trademarks, tradenames and professional degrees. Mr. Penny has been qualified as an expert witness and testified in New Jersey, New York, Pennsylvania, Delaware and Florida. He has lectured on the topic of business valuation on behalf of the National Center for Employee Ownership and before estate planning groups.

ASA Princeton September 2016 Meeting Fee
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Dec
7
6:00pm 6:00pm

ASA Princeton - December 7, 2015 - China: Inbound and Outbound Investments

Ray Moran, ASA, MRICS  presents China: Inbound and Outbound Investments. Ray has lived and traveled extensively throughout China, and has been involved in valuations with Chinese businesses for 15 years. Ray will present a discussion of valuation, business, and cultural issues that arise during this process. 

Ray Moran is CEO of MG Valuation and is responsible for strategic planning, sales and marketing, engagement coordination and execution, and quality control. MG Valuation is an independent valuation firm serving clients in the Americas, Europe and Asia/Pacific. Ray specializes in the valuation of cross-border Mergers and Acquisitions, and business in China and Asia/Pacific.

ASA Princeton December 2015 Meeting Fee
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Nov
16
6:00pm 6:00pm

ASA Princeton - November 16, 2015 - Highlights from the 2015 Advanced Business Valuation Conference

Charles S. Sapnas, CFA, ASA of Valuation Research Corporation will provide an update on current topics discussed at the 2015 Advanced Business Valuation Conference that was held in Las Vegas on October 18-21.

Charles is a Senior Vice President at Valuation Research Corporation. He specializes in business enterprise valuations, purchase price allocations and impairment analyses and intellectual property valuations for financial reporting and tax purposes. He has completed engagements in most major industries.

ASA Princeton November 2015 Meeting Fee
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Oct
20
6:00pm 6:00pm

ASA Princeton - October 20, 2015 Meeting - Valuations of Wine, Art, & Collectibles

David Sleeman and Brian Ward of Winston Art Group will present this month's topic: Valuations of Wine, Art, and Collectibles. 

David brings more than 16 years of experience in the art world to Winston Art Group. David is on the Steering Committee of Professional Affiliates for the Appraisers Association of America, and has served on the Inland Marine Underwriting Association Arts and Records Committee. He lectures extensively around the country at museums, corporations, art fairs, and to private collectors. Additionally, he has taught at the Sotheby’s Institute of Art, in New York. David will discuss appraising art and collectibles and art as an asset class.

Brian has been in the collectibles industry for 13 years. At Winston Art Group, Brian conducts appraisals of fine and rare wine collections for all purposes, in addition to assisting with sales, acquisitions, inventory and collection management for clients with wine collections. Brian will discuss valuations of wine collections and the current wine market.

ASA Princeton October 2015 Meeting Fee
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