Current Info & Past Chapter Meetings & Related
We had a fun evening of holiday wine tasting, enjoyed a great presentation from our very own Sharon Kerwick on “Photographing Personal Property” click here for bio and presentation details, and welcomed Jeff Ramsden our newest ASA.
Our speaker was Harry Stampler of Stampler Auctions.
ASA Boca Raton Conference Details:
Please take a look and get ready to enjoy a great conference in a super 5 star hotel in Boca Raton.
- The joint conferences will take place September 11-14, 2016 at the Boca Raton Resort & Club in Boca Raton, FL.
- Over 800+ attendees and exhibitors from around the world are expected to attend.
- The ASA International Appraisers Conference (IAC) will offer 47 sessions, 3 general sessions, 56 speakers and 4 special events.
- The ASA Advanced Business Valuation Conference (BVC) will offer 35 sessions, 3 general sessions, 45 speakers and 4 special events.
- Pre-conference courses are available offering attendees additional educational opportunities.
- Important deadlines: 7/22 Early Conference Registration (save $200); 8/1 Hotel Reservation (save $75+/night) Register here.
- IAC and BVC registrations can be made online or by calling (800) 272-8258 or +1 (703) 478-2228.
- Boca Raton Resort & Club reservations can be made online or by calling (888) 543-1224 or +1 (561) 447-3000 – mention ASA for the discount.
- Attendees are encouraged to let their connections know they are attending by adding the official conference graphics to their e-mail signatures. IAC and BVC attendee graphics are available for download online.
Please Note the Following Changes for 2016 – 2017
President: Steven N. Siegler, ASA
Vice President: G. Adrian Gonzalez Jr., ASA
Treasurer / Secretary: Mario F. de la Guardia, ASA
Aug: August 24, 2016 Meeting
Sept: No Meeting (ASA Conference in Boca)
Nov: November 09, 2016
Dec: December 07, 2016 Meeting
2017 Meetings to be announced (staring February 2017)…
Our speaker was Mark Troen. Mr. Troen who is a Senior Vice President and shareholder of Brookwood Group Inc., a nationwide strategic real estate development, program, project management, and advisory services firm that specializes in transit-oriented, urban infill, and public-private projects (click here for bio).
We would like to thank historian Susan Gillis who has served as archivist and curator at the Boca Raton Historical Society since 2002. She has drawn upon her knowledge of the city’s history and the historical society’s photographic and image collections in the creation of this unique look at Boca Raton’s most glamorous Boca Raton Hotel & Resort. She is the author of numerous books (for bio click here).
Thank you Linda B. Trugman CPA/ABV, MCBA, ASA, MBA whom is the Vice President of Trugman Valuation Associates, Inc., a business valuation and economic damages firm with offices in Plantation, FL and Parsippany, NJ. She is a CPA licensed in Florida and New Jersey. She holds the Accredited in Business Valuation designation proffered through the AICPA, the Master Certified Business Appraiser designation proffered through The Institute of Business Appraisers, and the Accredited Senior Appraiser designation proffered by the American Society of Appraisers. She currently serves as International President of the American Society of Appraisers. Linda formerly served as chair of the ASA’s Business Valuation Committee as well as chair of the BV Education Subcommittee. Linda also served on the Board of Directors of the International Institute of Business Valuers and was the Secretary/Treasurer. Linda formerly served on the Business Valuation Committee and the Business Valuation/Forensic and Litigation Services Executive Committee of the AICPA, and served as a Governor at Large of The Institute of Business Appraisers. Linda has served on other committees within these organizations throughout her career. Linda teaches and lectures about business valuation throughout the country. She is co-author of the first, second and third editions of Financial Valuation Applications and Models, published by Wiley Finance and a technical reviewer for all four editions of Understanding Business Valuation by Gary R. Trugman CPA/ABV, MCBA, ASA, MVS which is published by the AICPA.
The guest speaker was Walter Duke, MAI, CCIM, President of Walter Duke + Partners, celebrating 40 years in business in the Florida market, and recent former Mayor and two term commissioner in the City of Dania Beach. He is happily married to Lisa, who runs their business, and father of three wonderful children. Kate 22, an aspiring nurse who is at the top of her class in the Health Sciences College at NSU, Chloe 21, graduate of University of Florida and rising star at South Florida advertising power house, Zimmerman Advertising and Connor, 20, who is autistic, attends public school in Broward County and reminds the family every day about what is really important in life. Rescue dogs Kaze and Cooper round out the family https://walterdukeandpartners.com/member/walter-duke-mai-ccim/ .
We would like to thank our guest speaker Seth H. Bramson. Mr. Bramsom has lived in the Miami area since 1946 and is nationally known as the foremost authority on the history of transportation to, from, and within Florida. He is Company Historian of the Florida East Coast Railway and the author of Speedway to Sunshine, the history of that famous line, as well as 16 other books, all relating to South Florida local and Florida transportation history. Bramson’s collection of Miami memorabilia and Floridiana is the largest such collection in private hands in America.
The speaker was Stan Beck, who is well known to many of us for his extensive involvement in the property tax appeal field. Stan has been a Board Certified Tax Attorney with the Florida Bar for over 35 years, Certified Public Accountant (inactive) and has represented taxpayers throughout the State, though primarily in South Florida, since the 1970s. His presentation included Value Adjustment Board Procedures, recent Audits by the State, Schools and Miami-Dade Inspector General, Department of Revenue Training Materials, and Proposed Legislation. He specifically addressed the role of appraisers as expert witnesses in the tax appeal process.
We would like to thank our speaker Roger Welker. Roger is the President of the So. Florida Chapter of the Commercial Finance Association. With over 25 years of experience in the commercial finance industry, Mr. Welker is responsible for new business development for Florida for the Commercial Services division of Wells Fargo Capital Finance, a position he has held for the past 5 years. Wells Fargo Commercial Services provides a wide range of factoring and asset based lending services to small and mid-sized manufacturers, distributors, and service providers. For the 17 years prior to joining Wells Fargo, Mr. Welker was responsible for new business development in Florida for CIT Group Commercial Services. Mr. Welker started his career in New York with Chemical Bank and Bankers Trust Company. He is a graduate of University of Wisconsin and received an MBA from Emory University.
Link to Commercial Finance Association Florida Chapter http://community.cfa.com/communities/community-home?CommunityKey=826c674b-90ab-4cd2-857f-7fa08f5bd943&tab=groupdetails
We would like to thank Barbara Minyard for her presentation (click here for bio).
We would like to thank our guest speaker Terry Taylor, RES, CFE, whom discussed Multi-Family Property Appraisals (click here for bio).
It was a fantastic turnout and we would like to thank our guest speaker Jay Wood Esq. whom spoke about, “Tax Traps for the Unweary,” (click here for bio).
At our last meeting Eric Kalis discussed South Florida real estate (click here for bio).
At our last meeting Mike Pratt (ASA Governor Region II) discussed his visits to multiple chapters, offered a power point presentation (2 education hours), and issue certificates of appreciation. We also swore in next years officers.