BV543 Introduction to International Valuation Standards Council-Financial Instruments Standards
- Registration Closed
Class Date/Time
Thursday, April 18, 2024
1:00pm-2:30pm Eastern Standard Time
Registration Includes
- Access to virtual webinar via zoom will be accessible via education dashboard (login required)
- Electronic webinar handout(s)*
*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable.
Continuing Education (CE) Credit
This webinar will award 1.8 CE/CPE hour(s) for the live event.
If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.
NASBA and Continuing Professional Education (CPE) Credit
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. 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 (1.8) CPE credits
Program Level: Intermediate
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Virtual
Prerequisites: None
Advanced Preparation: None
Webinar Description
The International Valuation Standards Council has approved a revision to their Standards effective January 2025. One new element to the IVSC Standards is IVS 500-Financial Instruments. This webinar will introduce IVS 500. The goal of IVS 500 is to provide a global set of valuation standards for level 1, 2 and 3 securities. It comprehensively address governance, data and inputs, methods and models and quality control.
Instructional Methods
Methods include lecture, visual PPT presentation and polling questions.
Course Audience
Best suited for individuals that provide valuation services for financial instruments. The standard is relevant to liquid and illiquid debt, equity and derivatives. It is also relevant to large and small firms (any type of entity that owns financial instruments), and it is a global standard.
Learning Level
Intermediate
Upon completion of this course, students will be able to:
- Summarize the objectives of IVS 500;
- Explain the valuation concepts and principles underlying IVS 500;
- Explain why IVS 500 is important and fills a void in the valuation profession; and
- Defines a global set of valuation standards for financial instruments.
eMaterials
All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.
Accessing eMaterials
eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.
Certificate of Completion
A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.
Lawrence Levine
Managing Director
Lincoln International LLC
Lawrence Levine is a Managing Director in Lincoln International's Valuations & Opinions Group. He provides valuation opinion and advisory services to companies and investment advisors. He advises a wide array of organizations regarding the valuation of financial instruments. He has been published in numerous top-tier and peer-reviewed publications. In addition, he serves as a member of several valuation professional organizations including: International Valuation Standards Council – Financial Instruments Board; and, Business Valuation Resource Panel of The Appraisal Foundation. He is an Accredited Senior Appraiser (ASA) in business valuation from the American Society of Appraisers, a Certified Public Accountant and accredited in business valuation as well as certified in the valuation of financial instruments from the American Institute of Certified Public Accountants.
Lucas Weiss
Director
Lincoln International LLC
Lucas Weiss joined Lincoln International in 2014 and is a Director in Lincoln’s Valuations & Opinions Group where he provides valuations of private equity and private credit investments, with a focus on venture and growth stage businesses. Prior to joining Lincoln, Lucas was a Senior Associate at PwC in the Capital Markets & Accounting Advisory Group, providing advisory services on IPOs, divestitures, and other transactions. Lucas earned a Bachelor of Science in Accountancy and a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign. Lucas is a licensed certified public accountant.
Douglas Summa
Vice Chairman
IVSC Financial Instruments Board
Douglas Summa is a retired Partner from PricewaterhouseCoopers' Financial Services Practice in New York. Throughout his 35+ year tenure with PwC, he worked in the international capital markets areas across cash and derivative products, including fixed income, foreign exchange, equity, credit, and commodities. Currently, Mr. Summa is on the Board of the International Association of Quantitative Finance and is the Vice Chairman of the Financial Instruments Board of the International Valuation Standards Council (IVSC). He also in a P.R.I.M.E. Finance market expert.
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