Date: Thursday, July 11, 2013
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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More information is available below

Featuring  (click image for bio)

Linda B. Trugman
Trugman Valuation Associates, Inc.
Edward J. Dupke
Dupke Consulting
Curtis R. Kimball
Willamette Management Associates

About This Program

At first glance, the choice between a valuation and a calculation is simple. Each is a well-defined option for the business appraisal process, with a clear scope, and a clear outcome. A closer look, however, reveals many questions and gray areas. How, for instance, should an appraiser reconcile the definitions put forth by SSVS and USPAP? What liabilities, if any, is an appraiser exposed to under either a calculation or a valuation? In "Valuations vs. Calculations: Advice & Guidance from Professional Standards" BVR welcomes an all-star panel to discuss these and other obstacles facing appraisers trying to make sense of this seemingly simple choice.


  • Defining assignment
    • Engagement letter
    • Scope of work
  • Development vs. reporting
  • What is a valuation?
  • What is a calculation?
  • What do the standards say?
    • SSVS1
    • USPAP
    • ASA

Learning Objectives

  • Learn how to properly define the valuation assignment in order to define the scope of work and the final deliverable
  • Learn how valuations and calculations are defined, how they differ, and what each implies for the preparer
  • Learn what professional standards say about calculations and valuations, and what the impact of these differences on practices

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

Business Valuation Resources 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 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.nasbaregistry.org.
NASBA Sponsor

Training Packs: Conference Recordings & Transcripts
Now delivered as an electronic download.

BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

  • Recordings and transcripts of the presentation
  • All presentation visual aids and handouts
  • All ancillary reading materials suggested by our presenters

For a complete list of available Training Packs from past webinars, click here.

Subscriber Information

Subscribers to BVR's Training Passport Pro are automatically registered for this event. For more information contact BVR or login to your account.

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