Valuation Profession Affiliations

Our professionals’ roles have included: 

American Institute of Certified Public Accountants (AICPA)

• Former co-chair, AICPA Goodwill Impairment Task Force
• Member, AICPA NAV Task Force
• Members, AICPA Business Combinations Task Force

American Society of Appraisers (ASA)

• Member, Business Valuation Committee, and Report Examiner
• Member, CEIV Credentialing Panel
• Member, ASA Educational Trust
• Chapter VP, International Virtual Chapter Committee
• Member, Machinery & Technical Standards Committee

The Appraisal Foundation (TAF)

• Former board member, Appraisal Practices Board (APB)
• Member, Subject Matter Expert Group on Best Practices for Valuations in Financial Reporting
• Member, TAF working group on Valuation of Contingent Consideration
• Former member, of TAF working group on Contributory Asset Charges
• Members, Business Valuation Resource Panel

Appraisal Institute

• Member
• Former member, Financial Reporting Valuation Committee

Canadian Institute of Chartered Business Valuators (CICBV)

• Current and Former Board and Committee Members 

CIVO, Fair Value Quality Initiative Task Force, culminating with the launch of the CEIV™ (Certified in Entity and Intangible Valuations™) credential, backed by the AICPA, ASA and RICS

• Co-Chair, Performance Requirements work stream
• Chair, Qualifications work stream
• Member, Qualifications work stream

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

• Task force member

Financial Accounting Standards Board (FASB)

• Former members, Valuation Resource Group
• Former Valuation Fellow

Institute of Management Accountants (IMA)

• Members, Financial Reporting Committee

Institute of Valuers and Appraisers of Singapore (IVAS)

• Member, IVAS Council

The International Valuation Standards Council (IVSC)

• Board member, Business Valuation Board
• Board member, Tangible Assets Board
• Chair, IVSC Financial Instruments Working Group - Framework for Financial Instruments Valuation
• Former Vice Chair and board member, International Valuation Professional Board

International Accounting Standards Board (IASB)

• Provided educational sessions to the IASB on valuation issues

International Private Equity & Venture Capital Valuation (IPEV)

• First board representative from the U.S.

Private Equity Industry Guidelines Group (PEIGG)

• Board member, PEIGG and principal drafter of the U.S. Private Equity Valuation Guidelines;
• Technical advisor to PEIGG and PEIGG's Valuation Subcommittee

Royal Institution of Chartered Surveyors (RICS)

• Member, RICS Americas World Board

U.S. Securities and Exchange Commission (SEC)

• Former Professional Accounting Fellow, Office of Chief Accountant
• Former panelist, SEC mark-to-market accounting roundtable