2024 Beyond Valuation – Professional Development and Growth Conference

ASA Member Price: $195 | Non-Member Price $295

Piece by piece, reach new heights with your business valuation career!
Discover a pathway toward success as a distinguished business valuer by mastering pivotal skills that will distinguish you in the early stages of your career. Join us for this exclusive event guaranteed to equip you with the essential competencies that transcend traditional valuation practices. Gain unparalleled insights and strategic approaches to flourish in today's dynamic business valuation marketplace. This conference is meticulously crafted to arm you with the resources and expertise required to conquer the intricacies of the business valuation profession. Seize this indispensable opportunity to glean wisdom from industry veterans, acquire invaluable insights, and pave your route to career success and prosperity.

Secure your spot now and discover how every puzzle piece fits together in your career path. 

This event offers up to 4.5 hours of CE/CPE credit.  

Share your participation at the conference. Click to download and post our customized event graphic today!

NASBA and Continuing Professional Education (CPE) Credit

ASA 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. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org/.

CPE Credit: Up to 4.5 CPE credits
Program Level: Fundamental
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Group Live
Prerequisites: None
Advanced Preparation: None 
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy

Conference Chair
William Johnston, ASA | Empire Valuation Consultants

Conference Sponsors

1:00 - 1:05pm
Welcome/Introductions
William Johnston, ASA, CEO & Senior Managing Director | Empire Valuation Consultants

1:05pm 2:05pm
Selling Valuation Services Using Visual Models
Rod Burkert, CPA, ABV, CVA, CVB | rbCoaching

2:05pm 3:05pm
Important Issues for the Next Generation of Valuers
Weston Kirk, CVA | Managing Director | Willamette Management Associates
Jacquelyn Marsac, ASA | Managing Director | VRC
Roslyn Lo, MAI | Director | Empire Valuation Consultants
Samantha Albert, ASA, ABV | Vice President | Mercer Capital

3:05 - 3:15pm
BREAK

3:15pm 4:15pm
Business Development
Anthony Zecca| CEO | Growth Path Partners

4:15pm 5:15pm
Wear the Shoes…and Other Lessons I Have Learned as a Successful Valuation Professional
Laurie-Leigh White, ASA | Partner | BVA Group

Agenda subject to change.

Upon completion of this course, participants will be able to:

• Learn more about the art of business development and getting new clients 
• Understand how to sell valuation services using visual models 
• Learn from a panel of peers what their most challenging issues and opportunities are 
• Explore the mindset and approaches needed to build your career and take it to new heights