Valuation Profession Affiliations

Our professionals’ roles have included: 

American Institute of Certified Public Accountants (AICPA)

• Former co-chair, AICPA Goodwill Impairment Task Force
• Former Chair and member, AICPA Net Asset Value Task Force
• Members, AICPA Business Combinations Task Force
• Members, AICPA Equity Securities (Cheap Stock) Task Force
• Member, AICPA PE/VC (Private Equity / Venture Capital) Valuation Guide Task Force

American Society of Appraisers (ASA)

• Member-At-Large, Business Valuation Discipline Committee
• Former member, CEIV Credentialing Panel
• Former member, ASA Educational Trust
• Former Chapter VP, International Virtual Chapter Committee
• Former member, Machinery & Technical Specialties Discipline Committee
• Editor, MTS Journal

The Appraisal Foundation (TAF)

• Former board member, Appraisal Practices Board (APB)
• Former member, Subject Matter Expert Group on Best Practices for Valuations in Financial Reporting
• Former member, TAF working group on Valuation of Contingent Consideration
• Former member, TAF working group on Contributory Asset Charges
• Member, Business Valuation Resource Panel
• Member, TAF working group on Determining the Appropriate Discount Rate on Intangible Assets
• Members, TAF working group on the Company Specific Risk Premia
• Former member, TAF working group on Valuation of Customer-Related Assets

Appraisal Institute

• Former member, Finance Committee for the Counselors of Real Estate
• Former Experience Review Committee Chair, the Northern California Chapter of the Appraisal Institute

Canadian Institute of Chartered Business Valuators (CICBV)

• Member, Marketing and Communications Management and Advisory Council
• Member, Education Committee
• Member, 2022 CICBV Congress Organizing Committee

CEIV™ (Certified in Entity and Intangible Valuations™) Credential Backed by the AICPA, ASA and RICS

• Former Fair Value Quality Initiative Task Force Member: Co-Chair, Performance Requirements Work Stream
• Former Chair, Qualifications Work Stream
• Former member, Qualifications Work Stream

Fair Value Quality Initiative Task Force, developing the CVFI™ (Certified in Financial Instruments Valuations™) credential, backed by the AICPA

• Former Task Force member

Financial Accounting Standards Board (FASB)

• Former members, Valuation Resource Group
• Former Valuation Fellow
• Provided education session to FASB members on Step 0

Institute of Management Accountants (IMA)

• Member, Financial Reporting Committee

Institute of Valuers and Appraisers of Singapore (IVAS)

• Member, IVAS Council
• Chairman, Professional Development Working Group

The International Valuation Standards Council (IVSC)

• Board member, Business Valuation Board
• Board member, Tangible Assets Board
• Member, IVSC Financial Instruments Board
• Former Two-Term Vice Chair and board member, International Valuation Professional Board
• Board member, IVSC Standards Review Board

International Accounting Standards Board (IASB)

• Provided educational session to the IASB on valuation issues 
• Provided content and input included in educational material on fair value measurements titled "Illustrative examples to accompany IFRS 13 Fair Value Measurement: Unquoted equity instruments within the scope of IFRS 9 Financial Instruments"

International Institute of Business Valuers (iiBV)

• Member, Education Committee

International Private Equity and Venture Capital Valuations Board (IPEV)

• Technical advisor to the board
• Former board member
• Former board Vice Chair

Private Equity Industry Guidelines Group (PEIGG)

• Principal Drafter of the U.S. Private Equity Valuation Guidelines
• Technical advisor
• Board member

Royal Institution of Chartered Surveyors (RICS)

• Former member, RICS Global Regulatory Board

U.S. Securities and Exchange Commission (SEC)

• Former Professional Accounting Fellow, Office of Chief Accountant
• Panelist, SEC Mark-to-Market Accounting Roundtable