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ASA/BVA Annual Capital Markets Panel & Luncheon

Co-sponsored by the
Chicago Chapter of the American Society of Appraisers
and the
Business Valuation Association
Thursday, January 18, 2018


ASA and BVA Member “Early Bird” (by 1/15/2018) – Rate: $75.00


Non-member “Early Bird” (by 1/15/2018) – Rate: $100.00


After 1/15/2018 – Regular Rate: $125.00 for all


LOCATION: The Standard Club – 3rd Floor Mezzanine

                                                          320 S. Plymouth Ct., Chicago, Illinois Click here for Directions


TIME: 11:45 a.m. – 12:00 p.m. Registration and Networking

12:00 p.m. – 1:45 p.m. Luncheon, Presentation


TOPIC: Annual Capital Markets – Panel Discussion


SPEAKERS: Elliot Farkas – William Blair & Company

Rick Mattoon – Federal Reserve Bank of Chicago

Elliot Farkas

Managing Director, William Blair & Company


Elliot Farkas has been a member of the William Blair & Company Investment Banking Department since 2006 and is based in Chicago. Elliot has over 18 years of experience advising on buy and sell-side mergers & acquisitions, fairness opinions, private placements, recapitalizations and public offerings and has completed over 100 transactions. Prior to joining the firm, Elliot worked at Robert W. Baird & Co. in the Manufactured Products Investment Banking Group and at PricewaterhouseCoopers in the Transaction Services and Audit & Assurance Advisory Groups. Elliot received an MBA (Finance) from the University of Michigan and a BSBA (Accounting) from The Ohio State University. He is also a CPA.


Rick Mattoon

Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

Rick Mattoon is a senior economist and economic advisor in the economic research department of the Federal Reserve Bank of Chicago. Mattoon's primary research focuses on issues that face the Midwest regional economy. Mattoon began his career at the Chicago Fed in 1990. In 1997, he left the bank to serve as a policy advisor for economic development, energy and telecommunications to the Governor of Washington. He later served as director of policy and legislation for the Washington Utilities and Transportation Commission. He returned to the bank in 2001. Mattoon's work has appeared in the National Tax Journal, State Tax Notes, Public Choice and Society. He is the co-author of a chapter on state and local governments and the national economy in the Oxford Handbook of State and Local Government Finance. Mattoon serves on the Board of the Chicago Manufacturing Renaissance Council, the Advisory Committee to the Chicago Workforce Investment Council, the pension committee of the Civic Federation and is a member of the Joint Advisory Board of Economists to the Governor of Virginia. He also serves as a lecturer at the Kellogg School of Management at Northwestern University. Mattoon received a B.A. from Kenyon College and an M.A. from the University of Chicago.


Please Note: After 1/15/2018 payment at the door will be $125.00 in cash or by check for both members and non-members.


Attendance at this program may entitle qualified participants to 1.5 hours of continuing professional education credit from the ASA, IBA, NACVA, AICPA and ICPAS. Credit may also be available from CBA, CFA and CFP for certain relevant topics. Please check with these organizations for verification.


Cybersecurity For Appraisers
Important Tips on How to Protect Your Clients - and Yourself


Alarming news reports about cybersecurity problems have appraisers worried – especially since USPAP requires appraisers to take reasonable steps to protect the confidentiality of client information. Fortunately, technology experts have developed protective measures to help prevent these problems from happening.

The presentation by Kyle Shumaker, President of STG Shumaker Technology Group will provide advice for appraisers on best practices when it comes to cybersecurity, including types of backups and firewalls, virus & malware and ransomware protection, phishing scams, cloud computing and regulatory compliance. The program will include time for discussion with your fellow ASA Chicago Chapter members about cybersecurity problems and solutions in both large and small appraisal firms.

When:  Friday, November 3, 2017

11:30 am – Lunch and registration begins

Noon to 1pm– Program


Where: One North Wacker (UBS building, corner of Wacker Drive and Madison St.), Chicago, Illinois.

Take escalator to 2nd floor.

Cost: $35 if registered by October 31st. Beginning November 1st, the cost is $45.

How to register: Go to – Paypal or credit card

Questions? Christine Wall (866) 261-0272 or

ASA CE credit: 1 hour


Kyle Shumaker is the President of Shumaker Technology Group, an IT firm serving clients from Florida to Alaska. Shumaker Group specializes in Information Technology Consulting in areas such as security, custom Website and Web App Development, and Document & Data Management. Kyle has a degree in Computer Science and Engineering from Michigan State University as well as an assortment of industry certifications in computer repair, computer networks, and development/ programming. In what little free time he has as a business owner, Kyle enjoys flying a small Cessna 150 airplane.


USPAP in Chicago

7-Hour AND 15-Hour


The Chicago Chapter of ASA is Sponsoring 2018-2019 USPAP Updates



One North Wacker (corner of Wacker Drive and Madison Street), Chicago

Superior Room (take Escalator to the second floor)


7-HOUR                    US007-OBV

                Date                            Monday, February 5, 2018

    Time                            9:00 a.m. – 5 p.m.
Space                          Superior Room
CE Hours                                           7



Early bird Until January 15     $295

After January 15                       $345


                       15-HOUR                  US015-OPP – Includes Test

                          Date                Tuesday-Wednesday, February 6-7, 2018
Time                             9:00 a.m. – 5 p.m.
Space                               Superior Room

CE Hours                                            14



Early bird Until January 15     $425

After January 15                       $475



Requirements for both classes

Prices include a hard copy of the new 2018-19 USPAP Book, a hard copy of course materials, and continental breakfast each day. Lunch is not included.

Register  - Go to

Questions? Christine Wall (866) 261-0272 or


While designed for PP, Gems & Jewelry, and MTS appraisers, this course is also geared towards BV appraisers.


***Important Note for Real Property Appraisers: This USPAP course for Personal Property does NOT meet the Appraisal Foundation’s USPAP continuing education requirements for Real Property appraisers. This course will NOT be accepted by state real property licensing boards and will not be accepted for CPE credit or for state licensing of real property appraisers.***



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