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September 2022 Newsletter

In This Issue
  • Board Member Remarks
  • NorCal Chapter Social
  • New Additions to the Board
  • Womens Affinity Group
  • Excellence in Norcal 
  • PP News
  • BV News & Articles
  • Did You Know?
  • Upcoming Conferences & Events

Board Member Remarks


Greetings Friends!  


Thank you for your contributions to ASA NorCal. Our chapter exists to serve and better the valuation community. If there is anything we can do to support you and your future please do not hesitate to contact one of our Board members.  


We hope to see you soon at one of our exciting events: a live talk October 13th with Dr. Damodaran The Bermuda Triangle of Valuation on navigating the biggest challenges of business valuation and an enlightening webinar,  Be a Wine Expert in One Hour with Bill Edgerton. Read on for more information about these events and more. 


ASA NorCal wishes you continued success in your careers. Please stay in touch and let us know how we can support your ambitions.


Regards,

Bharat Kanodia

ASA NorCal Board Member 


Nor Cal Chapter Social

Save the Date:

January 12, 2023 - Nor Cal Chapter Dinner 


Let's all get together in-person

More details to coming soon. . .     Contact Andrea Roth for more info

Meet Our Newest Nor Cal Board Members


Thank you to past Board Officers for your service and

inspiring leadership throughout last year


Thanks to Matt Dianich, President; Andrea Roth, Vice President; Ramiro Campos-Sanchez, Treasurer; Jennifer Stowell, Chapter Administrator; and our dedicated Chairs: Josette Ferrer (BV), Fran Zeman (PP), Dana Teicheira (MTS), Dana Burwell (RP) and Louise Allrich (PP). Thanks to many of you who are continuing your positions and some who are switching positions. Much gratitude to our entire Board. We could not do it without you!


This Fall 2022 we welcome our new members to the Board


Meet Lauren Pressler

Mentorship/Membership Outreach Chair 

Lauren is AM, PP and a Bay Area native. She has been a member of ASA for 5 years; accredited in Antiques and Decorative Arts. She has worked in the auction industry since 2013, as a specialist with Selkirk's in St. Louis and then in the Bay Area at Clars Auction Gallery. Lauren's real passion is for Native American and Pre-Columbian Art. She is in the process of adding this specialization as a senior appraiser. Lauren loves to travel, garden, and collect orchids. She spends her spare time woodworking

and sailing. 

 

Meet Lily Yu

Secretary

Lily is from So Cal, Los Angeles and has a 20 year career as a gallery director and art advisor specializing in 20th century and contemporary art. She began her independent appraisal practice 6 years ago. A recent move to San Francisco inspired her to take on a new career challenge - to pursue an ASA in Fine Art. With the support of the Nor Cal Chapter she has started the path towards accreditation. Lily loves all things art, food and wine and is also a WSET 3 and CSW certified Sommelier.


Meet Liza Hickey

Treasurer

Liza is ASA, PP and has a specialization in Antiques & Decorative Arts. She attended the University of California at Santa Barbara and received her graduate degree from the University of Glasgow, under the auspices of the Christie’s education program in London. Liza has worked for Hobart Associates, Inc. in San Francisco since 2007. When she is not working on assignments, Liza likes jazz music and getting outdoors.

Excellence in Nor Cal

Congratulations to Kevin Blair for the 

RISING STAR AWARD 2022


       For Exemplary Professional Achievement

  and Leadership 

    You make us Proud!  


Kevin Blair, ASA is the new Business Valuation Discipline Chair for the chapter. He is has spent his entire 16 year appraisal career at Desmond, Marcello & Amster, where he is now a partner focusing on gift and estate tax appraisals and expert witness assignments for various business valuation and economic damage matters. Kevin is a Seattle sports fanatic and lives/works in San Francisco with his wife and two daughters (age 2 and 4).


Women's Affinity Group Meeting -- Open to All Disciplines


Strategies to Boost Negotiation Success: A New Take

on How to Get What you Want


Thursday, September 29, 2022 (virtual event)

12pm to 1:15pm PST -- Presentation and Discussion

1:15pm to 1:45pm PST -- Networking (with breakout rooms)


Presentation


One of the most valuable skills that a consultant can learn is to be a great negotiator. Negotiation is something we all do every day, often without realizing it – and does not just involve fee discussions with clients or salary negotiations with employers – it often includes interactions in meetings and calls, as well as informal discussions.


Our session featuring Kim Miller-Hershon will focus on understanding the steps to successful negotiating – and we will then add an additional layer by understanding and using behavioral styles to boost success rates. You will also get a chance to practice your skills, making our time together even more relevant. Kim will also provide perspective on certain differences in negotiating styles between women and men.


Background on Kim Miller-Hershon


Kim Miller-Hershon is an international speaker, trainer and coach. She helps teams and individuals with productivity, management and leadership so they can get to the next level and have more of what they want.


She is certified in DISC, passionate about customizing solutions, and putting the client’s needs first. Kim has successfully worked with hundreds of clients and they call her “The Queen of Productivity”.

Register on Zoom

ASA NorCal Women's Affinity Group


ASA NorCal’s goal related to the Women's Affinity Group is to provide a forum for knowledge sharing, networking and mentorship, as well as supporting the development/career advancement of women in valuation and appraisal. Our meetings provide an opportunity to meet a diverse mix of women – in a variety of disciplines (BV, M&E, real estate, personal property, and gems and jewelry) – as well as in different stages of their careers and at varying types of companies (from solo practitioners to large firms).


Personal Property Programs & News


Everything you wanted to know about Wine....Fast!

Live Webinar with Bill Edgerton


In under an hour Bill Edgerton will tell us the key things we need to know to understand wine, show us how to choose wines in a restaurant or retail store, and cover the basics you need to know to properly enjoy wine. He has appraised wine and sprits for 34 years and will share some of the more unusual appraisal assignments in his past. 

There will be lots of time for questions!



 Background on Bill Edgerton


Originally headed for a career in architecture, Bill Edgerton has had a varied career within ASA, which he joined in 1967. He appraised and later sold commercial real estate, and, additionally, as a person with many interests, also headed an antiques business that specialized in mechanical musical instruments. A long-time wine collector, in 1985, Bill was surprised when attempting to have his collection appraised that there was no source for/of comparable sales. This did not stop Bill, who created a highly regarded source/guide which he published in annual editions until 2000, when it was sold. Now available digitally, it now includes more than 1 million entries. Known throughout the world for his expertise in the field of wine, Bill, whose first forensic wine analysis was done in 1998, is one of a handful of specialists qualified to identify fake bottles. His firm specializes in complicated wine appraisals for all matters, including those for insurance coverage, loss and matrimonial issues.


Thursday October 6, 2022

1:00 - 2:30pm PST/ 4:00-5:30 EST


$25.00 ASA Nor Cal Members

$35.00 All other Registrants


Register on Zoom

BV Programs & News

ASA NorCal is excited to bring

Professor Aswath Damodaran back to the Bay Area!


Professor Damodaran will provide an update of his perspective on the current market and fundamental approaches to valuing businesses in an ever-changing world. During our event, he will focus on the “The Bermuda Triangle of Valuation” and will address three of the biggest challenges in valuation – bias, uncertainty, and complexity. The discussion will include concrete examples and case studies related to how each challenge plays out in valuation. Join us for what is sure to be an engaging and lively discussion!


The event will also include time to network and catch up with colleagues both before and after Professor's Damodaran's presentation.


11:30am - 12pm -- Networking

12pm - 1:30pm -- Presentation and lunch

1:30pm - 2pm -- Networking


Background on Professor Damodaran


Aswath Damodaran is the Kerschner-Chaired Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and valuation to MBAs, executives, and practitioners. He has been at NYU since 1986, and was elected as the most popular business school professor in the U.S. by MBA students across the country in a 2011 survey by Business Week.


Professor Damodaran has been called Wall Street’s “Dean of Valuation”, and is a frequent guest on CNBC. He has written five books on valuation, three on corporate finance, and three on portfolio management, and his most recent book is Narrative and Numbers. His blog, Musings on Markets, was selected by the Times of London as one of the top ten stock market blogs in the world. He is also widely published in leading journals of finance, including the Journal of Finance, The Journal of Financial and Quantitative Analysis, The Journal of Financial Economics, and the Review of Financial Studies.

Register on Eventbrite

Event fees* which include lunch:

$85 for ASA NorCal members

$99 for all other registrants (non-ASA NorCal members)

*Excludes applicable Eventbrite fees


Tickets will only be available online through Eventbrite. No tickets will be sold at the door. Please purchase your tickets in advance. Event registration closes at 5pm on October 10.


Please contact Josette Ferrer with any event questions.

Dunhill & Co Wealth Management

Invite You to an Evening of Art, Music and Libations 

Paintings by Jeff Musser


September 8, 5-9pm

Lumina Towers, Private Club House

318 Main Street, San Francisco


RSVP Kenneth Winn (415)688-9260 

RSVP by Email
Did You Know?

Retired and Partially Retired ASA Members are eligible for discounted membership rates. No need to leave ASA when you retire. Keep your membership and stay current with access to educational offerings and conferences. Plus, your knowledge and experience is a benefit to all ASA members.


Access the membership forms here:

Retired Member Form

Partially-Retired Member Form

For more information contact ASA Membership

Is the cost of gas impacting your travel to on-site inspections? The IRS has increased the mileage deduction rate. 

Read More Here
Upcoming Conferences and Events


ASA International Conference

September 10-12, 2022, In person and Virtual    

J.W. Marriott Water Street, Tampa Florida


Upcoming Art Fairs 

Armory Show New York, New York, Sept. 9-11, 2022

Frieze London and Frieze Masters, Oct. 12-16, 2022

Art Miami, Florida, Nov. 30- Dec. 4, 2022

Art Basel Miami Beach, Florida, Dec. 1-3, 2022

ASA Nor Cal Chapter Officers

Vice President:

Mike Dianich, ASA (MTS)

[email protected]


Treasurer:

Liza Hickey, ASA (PP)

[email protected]


Secretary:

Lily Yu, (PP)

[email protected]


Chapter Administrator:

Jennifer Stowell

[email protected]

Business Valuation Chair:

Kevin Blair, ASA (BV) 

[email protected]


Personal Property Chair:

Fran Zeman, FASA (PP)

[email protected]


Real Property Chair:

Dana W. Burwell, ASA (RE)

[email protected]


Mentorship/Membership Outreach:

Lauren Pressler, AM (PP)

l[email protected]


Board Recruitment:

Louise Allrich, ASA (PP)

[email protected]


Women's Affinity Group & Events:

Josette Ferrer, ASA (BV)

[email protected]


Social Chair:

Andrea Roth, ASA(PP)

[email protected]


Past President:

Bharat Kanodia, ASA (BV)

[email protected]


Past President:

Mathew Dianich, ASA (MTS)

[email protected]


Gems and Jewelry Chair:

Open position

Please contact us if interested


Machinery and Technical Specialties Chair:

Open position

Please contact us if interested

415-766-2ASA
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