2023 Beyond Valuation – Professional Development and Growth Conference

More About This Event

ASA Member Price: $175 | Non-Member Price $200

Thursday, June 8, 2023, Time: 1:00pm EDT

Historically valuation professionals have pursued educational programs that focus on valuation principles, standards and ethics, and related credentialing programs, as well as apprenticeships or mentorships with experienced professionals. 

Fast-forward to the present. Today the valuation profession is in a state of rapid change. A massive shift in the workforce is occurring due to aging senior professionals and ever-changing economic factors, technology advancements, and shifting demand by consumers. Younger valuation professionals need an edge beyond learning the fundamentals. They need to develop the soft skills beyond valuation to take their careers to the next level.

Recognizing this emerging trend, ASA with the collaboration of Empire Valuation Consultants, has developed a specialized half-day virtual event focusing on this critical training “beyond valuation” that today’s valuers need to be successful. This program will cover the responsibilities of becoming a trusted advisor and the art of business development. It will also explore important issues the next generation of valuers will face as well as how to build one's personal brand. This is a must-attend event for new valuers from all disciplines. Please review the Agenda tab for presentation topics.

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

Conference Chair
William A. Johnston, ASA | CEO, NYC OMP
Leader, Transaction Advisory Services | Empire Valuation Consultants

Conference Sponsor

Conference Session Platform
This virtual conference is being held via Zoom. Please be sure to review Zoom's System Requirements. See the Event Access tab to join the live virtual conference after registering. 

1:00 - 1:15pm
Welcome/Introductions

1:15 - 2:00pm
Becoming a Trusted Advisor
Jeff Tarbell, ASA, CFA | Director | Houlihan Lokey

It’s the pinnacle of professional services – to become a trusted advisor and to be sought out as a source of valued advice and support. But to become one, you first must demonstrate your deep understanding of your clients’ needs and be able to offer good advice across a broad range of issues and not just in your specialty. This session will cover how to become a trusted advisor and focus on establishing credibility, building relationships, active listening, meeting deliverables, communicating effectively and more.

2:00 - 3:00pm
The Art of Business Development
Dan Daitchman, ASA | Managing Director | B Riley Advisory Services

Business development is the art of creating long term value and begins by asking the right questions. Your clients and prospects will be providing you with crucial information, so it’s important to listen to what they are saying and use the information wisely. Your ability to listen, feel, think, identify and plan are crucial skills to developing mutually beneficial relationships. This session will cover the identification of long-term methods to increase value through the development of relationships, markets and customers. It will also outline the sales, communication, marketing, intelligence, analysis and management skills required.

3:00 - 3:15pm
BREAK

3:15 - 4:00pm
Important Issues for the Next Generation of Valuers
Weston Kirk | Managing Director | Willamette Management Associates
Jacquelyn Marsac, ASA | Managing Director | VRC
Brooks Hamner, ASA, CFA | Vice President | Mercer Capital
Owen Uscher, CFA | Senior Manager | Empire Valuation Consultants

Staying abreast of the key issues, biggest challenges and emerging disrupters will be key for the next generation of valuers and their clients. In this session hear directly from this group about the trends expected to rapidly reshape the valuation profession in the future.

4:00 - 5:00pm
Building your Personal Brand
Alyssa Gelbard | Founder & CEO | Point Road Group

Your personal brand is YOUR STORY. It communicates your talents and values you represent to customers, colleagues and other professionals, AND more importantly differentiates yourself from competitors. Having a well-defined personal brand can help cultivate powerful connections, but it must be intentional and genuine to truly build credibility and trustworthiness. This session will cover the critical elements of an effective personal brand and focus on how to establish authenticity, convey values, showcase integrity, stand out from competitors, and demonstrate trustworthiness.

Agenda subject to change.