2025 Beyond Valuation – Professional Development and Growth Conference

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

Enhancing Your Career…Outside the Numbers

ASA's Professional Development and Growth Conference will focus on cultivating critical competencies beyond valuation, empowering business valuation professionals to thrive in today’s dynamic and competitive marketplace.

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

Laurie-Leigh White, CPA/ABV, ASA | BVA Group

Conference Sponsor

1:00pm 1:05pm
Welcome/Introductions
Laurie-Leigh White, CPA/ABV, ASA | Partner | BVA Group

1:05pm 2:05pm
Marketing & Networking Tips 1:1
Emily Ackerman | Director of Business Development | Bennett Thrasher LLP

This session will offer practical, actionable tips for mastering marketing and networking one-on-one. Learn how to build authentic connections, network before you need to be networking, craft a compelling personal brand, and leverage relationships to create meaningful opportunities. Perfect for professionals looking to elevate their presence and impact in any industry.

2:05pm 3:05pm
The Human Side of Business: Building Strong Client Relationships
Nene Gianfala, CPA/ABV, ASA-BV/IA | Vice President & Shareholder | Chaffee & Associates, Inc.
Lucas Parris, CFA, ASA | Senior Vice President | Mercer Capital
Todd Fries, CFA, ASA | Partner BVA Group

In today’s fast-paced professional world, strong client relationships are the key to long-term success. This engaging panel discussion will explore the human side of business—how trust, communication, and emotional intelligence shape client interactions. Industry experts will share real-world experiences, practical strategies, and best practices for fostering meaningful client relationships that go beyond transactions. Young professionals will learn how to navigate client expectations, handle difficult conversations, and build rapport that leads to lasting partnerships. Whether you're just starting your career or looking to refine your approach, this session will provide valuable insights into the art of client management.

3:05pm 3:15pm
BREAK

3:15pm 4:15pm
Art of Communication (and Negotiation) Skills
Liza Bowersox, ASA | Managing Director, Advisory - Valuation Services | Weaver
Adam Smith, ASA | Managing Director | PwC

Join two seasoned valuation professionals as they discuss the art of communication and negotiation skills, including practical techniques for persuading your audience and defending your work – both in the audit review context and with clients.

4:15pm 5:15pm
How to Build Your Career
Jennifer Krieger | Partner, Advisory - Valuation Services | Weaver
Jeff Anderson, ASA | Vice President | Chartwell Financial Advisory
Tracey Kearny | Vice President | Challenger, Gray & Christmas

Join us for a panel discussion featuring two valuation professionals and a career coaching professional on how to build a career.  Topics discussed will include how do you handle certain inflection points in your career, how to fight for yourself and own your career, and more!

Agenda subject to change.

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

• Learn how to go to market and tips for networking
• Explore how to build your book of business and manage clients
• Identify communication and negotiation skills
• Create strategies to build trust and long-term relationships

Group Discounts
A 10% discount off the current, applicable registration fee is available for five or more individuals registering from the same organization. Individuals must be registered as a group to qualify for the discount. For additional details and instructions on how to register, please contact ASA Member Services at +1 800-272-8258 or +1 703-478-2228 or via e-mail at asainfo@appraisers.org.