Tag Archives: PA

ME204 2017

ASA ME204-OOO (MTS204): Advanced Topics and Report Writing

The Philadelphia Chapter of the American Society of Appraisers will sponsor ME204-OOO (formerly MTS204) Advanced Topics and Report Writing on March 6, 7 & 8, 2017 from 8:30 am to 5:00 pm at The Desmond Great Valley, located at One Liberty Boulevard, Malvern PA 19355. The instructor for the 3-day ASA course will be Richard A. Berkemeier, ASA.

ME204: Advanced Topics and Report Writing

The course provides a comprehensive review of the concepts studied in ME201, ME202 and ME203. It reviews the application of appraisal techniques to valuation of an integrated facility, such as a steel mill, and it considers various professional standards including USPAP, IVS and Ethics and their relationship to report writing. It also discusses how to develop and write a professional appraisal report.

Richard Berkemeier, ASA

This recently updated course examines in-depth the skills needed to address obsolescence — physical, functional and economic. And it will provide the tools needed to analyze inutility, complex leasing structures, residual forecasting, and fair rental calculations (for leasing), as well as facility valuation using all three approaches to value. Throughout, there will be an emphasis on applying the concepts studied to day-to-day practice.

Mr. Berkemeier is an independent senior asset management professional offering more than 20 years of appraisal experience within the capital markets, including risk management, inventory assessment, appraisal review, liquidation expertise, debtor-in-possession financing, and collateral management.

Please register ASAP for this class to avoid disappointment. Seating is limited.

Tuition for the class is $1200 per person, which includes all course materials, morning and afternoon beverages, and lunch buffet. You may pay by check or online. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail, including your name, phone number and email address, to Executive Secretary Joanne Paciello, 8 Terrace Rd, Plymouth Meeting, PA 19462.  RSVP by email, phone (610-277-1366) or fax (610-277-1366).

ASA ME203-OOO (MTS203): Advanced Topics and Case Studies

The Philadelphia Chapter of the American Society of Appraisers will sponsor ME203-OOO (formerly MTS203) Advanced Topics and Case Studies on September 19, 20 & 21, 2016 from 8:30 am to 5:00 pm at The Desmond Great Valley, located at One Liberty Boulevard, Malvern PA 19355. The instructor for the 3-day ASA course will be Richard A. Berkemeier, ASA.

ME203: Advanced Topics and Case Studies

The course will introduce more advanced concepts and techniques than those taught in ME201 and ME202. It will review case studies illustrating a range of operating entities. The topics explored will include exponential pricing techniques, cost estimation, reproduction vs. replacement costs, quantifying functional obsolescence, use of research data, and the time value of money calculations.

Mr. Berkemeier is an independent senior asset management professional offering more than 20 years of appraisal experience within the capital markets, including risk management, inventory assessment, appraisal review, liquidation expertise, debtor-in-possession financing, and collateral management.

Please register ASAP for this class to avoid disappointment. Seating is limited.


Tuition for the class is $1200 per person, which includes all course materials, morning and afternoon beverages, and lunch buffet. You may pay by check or online. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail, including your name, phone number and email address, to Executive Secretary Joanne Paciello, 8 Terrace Rd, Plymouth Meeting, PA 19462.  RSVP by email, phone (610-277-1366) or fax (610-277-1366).

7-Hour National USPAP Update Course

The Philadelphia Chapter of the American Society of Appraisers will sponsor an all-discipline National USPAP 2016-2017 7-hour Update Course on Thursday, September 15, 2016 from 9:00 am to 5:00 pm.  The course will be held at the Marriott SpringHill Suites, 430 Plymouth Rd, Plymouth Meeting, PA 19462 (Phone: 610-940-0400).  The instructor will be Robert J. Luciani, ASA.  Sign-in starts at 8:30 am.

USPAP2016 2017The National USPAP Update Course from the Appraisal Foundation is a one-day course that focuses on recent changes to USPAP requirements for ethical behavior and competent performance by appraisers.  This course, which clarifies several commonly misunderstood aspects of USPAP, will aid appraisers in all areas of appraisal practice seeking updated USPAP competency, including those subject to state licensing or certification and continuing education requirements imposed by professional organizations, client groups, or employers.
 
This course is required for all State Licensed or Certified Real Property Appraisers and Assessors.


The cost of the 1-day course is $155 per person and includes a course manual, morning and afternoon coffee breaks, snacks and soft drinks.  The USPAP 2016-2017 book is available to attendees at the discounted price of $65. Attendees must either purchase the book or bring a laptop or tablet with Internet access to class.

Seating is limited, so please register early for the course, which meets the USPAP continuing education requirements for most appraisers, including the ASA requirement of one 7-hour USPAP update course every five years for accredited (AM, ASA, FASA) appraisers.

To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail to Executive Secretary Joanne Paciello, 8 Terrace Rd, Plymouth Meeting, PA 19462.  RSVP by email, phone (610-277-1366) or fax (610-277-1366).

May Meeting: Wine Tasting, Tapas and Art

The May Chapter Meeting will be held on Wednesday, May 18, 2016 at the Twenty-Two Gallery at 236 South 22nd Street in Philadelphia. The Board of Directors will meet at 5:30 pm.  The general meeting beginning at 6:30 pm will feature a Spanish Wine Tasting and Tapas/Hors D ’Oeuvres hosted by Vinocity founder, Vicki Miller. The Gallery will be exhibiting the paintings and drawings of Philly activist/artist Caryn Kunkle.

vickimillerVicki Miller left the prestigious law firm of Morgan Lewis & Bockius LLP, where she was a partner, to launch Vinocity and a new career hosting wine events that combine “Wine education and tasting in a lively interactive experience.” An engaging host and speaker, Vicki weaves the facts, figures and science of winemaking into stories about wine history and culture that she connects to the wines sampled during Vinocity events.

The Spanish Wine Tasting at Twenty-Two Gallery will include four Spanish wines, a Cava, a Albariño, a Spanish rosé and a Rioja Reserva, starting with glass of wine offered at the door, with the others during  the course of the evening, whilst sampling Tapas and a variety of heavy hors d’oeuvres..

  1. Spanish Tapas Platter, including Manchego cheese, Serrano ham, cured olives, marinated artichokes and spanishwinetastingpequillo peppers, with flat breads and crusty rolls.
  2. Pistachio-crusted chicken with pomegranate dipping sauce.
  3. Mini crab cakes.
  4. Lobster Mac and cheese bites.
  5. Hand-carved filet of beef with goat cheese on a potato cake.
  6. Mini Kobe burgers on sesame seed buns OR mini Beef Wellingtons in pastry.
  7. Goat cheese and Kalamata olive tarts OR mini quiche.
  8. Fresh vegetable platter with dips.
  9. Dessert items.

Space is limited, so please register early for this delicious, entertaining and educational evening, which will include a discussion about investing in wine, and which qualifies for 2 hours credit toward ASA reaccreditation. You’ll want to bring a guest to this special event!

The cost, including the wine tasting and Tapas/Hors D’Oeuvres is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP and/or make payment by Thursday, May 12, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

March Meeting: Emerging Economic Trends

The March Chapter Meeting will be held on Wednesday, March 16, 2016 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting starts at 6:30. The guest speaker will be Gary A. Wagner, Regional Economic Advisor of the Corporate Affairs Department of the Federal Reserve Bank of Philadelphia. Dr. Wagner will talk about “Emerging Economic Trends.”

garywagnerDr. Wagner is responsible for conducting research on emerging regional economic issues and managing legislative outreach for the Federal Reserve Bank of Philadelphia’s Third District, which includes eastern Pennsylvania, southern New Jersey, and Delaware. Dr. Wagner also delivers presentations about the national and regional economy, monetary policy, and the role of the Federal Reserve System. His research interests range from regional economics to state and local public tax structures and from rainy day funds to borrowing costs and pension systems.

Dr. Wagner did his undergraduate work in economics and political science at Youngstown State University and took his Ph.D. in economics at West Virginia University. Before joining the Philadelphia Fed in 2015, he was a Professor of economics at Old Dominion University in Virginia, having previously taught at the University of Arkansas, Duquesne University, and the University of North Carolina. He is the author or coauthor of more than 40 articles and reports, many of which have appeared in leading professional journals. He received the Business Distinguished Research Award from Duquesne, as well as Public Finance Review’s Outstanding Paper Award. From 2013 to 2015, Wagner was a respondent to the Philadelphia Fed’s Survey of Professional Forecasters.

Dr. Wagner’s presentation is sure to be of interest to ASA members in all disciplines. As seating for this talk is limited, please register early for this educational and productive evening which qualifies for 2 hours credit toward ASA reaccreditation.

Dinner is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Friday, March 11, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

January Breakfast Meeting: A Case Study in Environmental Remediation

The January Breakfast Meeting will be held on Wednesday, January 20, 2016, 8:00 am at the Doubletree Guest Suites in Plymouth Meeting, PA. The guest speaker will be Florin Gheorghiu, Principal of Applied Testing and Geosciences, LLC in Bridgeport, PA. Mr. Florin will present “A Case Study in Environmental Contamination and Remediation.”

FlorinGA Registered Professional Geologist in Pennsylvania, Mr. Gheorghiu holds a M.Sc. in Engineering Geology/Geophysics from the University of Bucharest, Romania. At Applied Testing and Geosciences, he leads multi-disciplinary teams in complex remedial and civil/geotechnical projects around the globe. Widely published — he has contributed to over 20 publications — he is also a frequent speaker on hydrogeology, groundwater control and site remediation.

Please register early for this educational and informative breakfast meeting which qualifies for 2 hours credit toward ASA reaccreditation..

The Breakfast is FREE for ASA Philadelphia members and $25 for guests. Family members, colleagues, and associates are welcome! To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by January 15 to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

SAVE THE DATE: 2016 Business Valuation Seminar

042916SeminarThe Philadelphia Chapter of the ASA will hold its 11th Annual Spring Business Valuation Seminar program on Friday, April 29, 2016, at the Doubletree Hotel in Plymouth Meeting, PA. The program will include a variety of topics presented by key thought leaders.

· Russell T. Glazer, ASA on Valuing Real Estate Holding Companies

· Nathan DiNatale on Purchase Price Allocation

· Courtney S. White, ASA on Craft Brewery Valuation

· Glen Birnbaum, AM on Working Capital And Value

· Mark S. Gottlieb on Advanced Risk Issues In Business Valuation.

For more information, please contact the seminar organizer, Bob Haas at rhaasjr@rmha.com or (215) 887-6500, or Joanne Paciello at asaphiladelphia@verizon.net.

Holiday Charity Event & Happy Hour

The Philadelphia Chapter of the American Society of Appraisers will sponsor a Charity Event and Happy Hour on Thursday, December 3, 2015 from 5:00-8:00 pm in the Hunt Room at The Great American Pub(610-940-0540), 123 Fayette Street, Conshohocken PA. The event will benefit Cradles to Crayons.

Happy Cradles to Crayons ClientCharity Event.  Please bring a new or gently-used article of essential children’s winter clothing. The clothing, or a $10 donation instead of clothing, will go to Cradles to Crayons. The charity helps children living in low- income and homeless situations.

Happy Hour.  Enjoy a delicious selection of hot and cold hors d’oeuvres and an open bar (soda, draft beer, all house wines and liquor), all courtesy of the Philadelphia Chapter.

registerRegistration Required.  The event is FREE for Philadelphia Chapter members, but space is limited so please visit the ASA Philadelphia Members Page to REGISTER if you plan to attend.

We’re hoping for a big turn-out for our second annual service event. Please direct questions about the event to Executive Secretary Joanne Paciello, by email, phone (610-277-1366) or fax (610-277-1366).

ASA ME202-OOO (MTS202): Machinery & Equipment Valuation Methodology

The Philadelphia Chapter of the American Society of Appraisers will sponsor ME202-OOO (formerly MTS202) Machinery and Equipment Valuation Methodology on January 18, 19 & 20, 2016 from 8:30 am to 5:00 pm at DLL Financial Services, located at 1111 Old Eagle School Road, Wayne PA 19087. The instructor for the 3-day ASA course will be Richard A. Berkemeier, ASA.

ME202 OOOcourseThis course explores in depth the ideas introduced in MTS201 and provides students with a better understanding of the types of value commonly used in the appraisal of machinery and equipment. This course addresses the issues of price vs. value, indirect costs, use of and development of indexes, age-life concepts, recommended rounding of figures, types of values for MTS appraisals, reproduction cost new, replacement cost new, replacement cost depreciated, fair market value in use, orderly liquidation value, forced liquidation value and supporting conclusions for various purposes.

Mr. Berkemeier is an independent senior asset management professional offering more than 20 years of appraisal experience within the capital markets, including risk management, inventory assessment, appraisal review, liquidation expertise, debtor-in-possession financing, and collateral management.

Please register ASAP for this class to avoid disappointment. Seating is limited.

Tuition for the class is $1200 per person, which includes all course materials, and may be paid by check or online. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail, including your name, phone number and email address, to Executive Secretary Joanne Paciello, 8 Terrace Rd, Plymouth Meeting, PA 19462.  RSVP by email, phone (610-277-1366) or fax (610-277-1366).