PLEASE NOTE, OUR VENUE HAS CHANGED!!!

OUR NOVEMBER MEETING WILL BE HELD AT THE 1912 CLUB IN PLYMOUTH MEETING!

PLEASE SEE THE ADDRESS BELOW:

Continuing Education / ASA Chapter #35 Board Meeting/ Dinner & Speaker

The 1912 Club
888 Plymouth Road
Plymouth Meeting, PA 19462

The Evening’s Events:

4:00pm-5pm – One-Hour CPE Course: “How banks and equipment lenders choose, manage and work with external appraisers.” – Dan Herr, VP, Asset Manager TD Equipment Finance, Inc.
5:00pm-6:00pm – Board Meeting
6:00pm-8:00pm – Dinner & Speaker

Evening Speaker and Topic: Charles Higgins “Valuation in a Volatile Economy”

Charles is a Partner at Centri Business Consulting. He has more than 30 years of experience in providing fairness and solvency opinions in connection with going private transactions, spin-offs, related-party transactions, recapitalizations, and restructurings. He Joined Centri in March 2021, where he utilizes his skillset across a wide variety of industries, including technology, life sciences, healthcare, manufacturing, retail, professional services, and alternative energy. In addition, Charles has conducted valuations for financial reporting and tax purposes under ASC 820, ASC 805, ASC 350, ASC 360, ASC 718, and ASC 842. He is also experienced in valuing a wide range of complex securities, including options, warrants, restricted stock units, performance-based shares, convertible debt instruments, and other fixed-income securities. Charles also has expertise in performing valuations for IRC 409A and estate and gift tax planning, providing a variety of valuation and opinion services for clients, both nationally and internationally.

Prior to his time with Centri, Charles was a Director with CBIZ Valuation Group, LLC.

Charles received an M.B.A. with concentrations in Finance and Information Management from the University of Texas at Austin and a B.S. in Business Administration with concentrations in Finance and Accounting from Rider University. Charles is a CFA Charter Holder and a member of the CFA Society of Philadelphia, the Philadelphia Estate Planning Council, the Bucks County Estate Planning Council, the Mercer County Estate Planning Council, Life Sciences Pennsylvania, BioNJ, the Association for Corporate Growth, and the Philadelphia Alliance for Capital and Technologies.

*Please note, the Board meeting is open to Board Members only