Webinar: The Life Cycle of an Appraisal

When:  Jun 26, 2019 from 2:00 PM to 3:00 PM (ET)

Location

Dial-in Instructions:
Dial-in instructions to be provided one day prior

Description

Whether it’s for lending support, financial reporting, tax planning, or an acquisition, an appraisal is a key requirement for many different transactions. Gordon Brothers’ inventory, machinery & equipment, and business and intangible asset valuation experts will take attendees through a deep dive into the lifecycle of an appraisal from intended use and scope determination, to timely delivery of comprehensive findings, and post-appraisal client support. Topics covered will include client communication, information requests, data analysis, site inspection protocols, and USPAP requirements, among many others. Gordon Brothers’ experts will provide attendees with the breadth of information needed to understand the appraisal process across a range of financial uses.

Program Fee

Free for CFA Members
$50 for Non-Members

Presenters


Wendy Eng

Managing Director, Consumer Product Valuations, Gordon Brothers

 Wendy Eng is responsible for all aspects of wholesale consumer product asset valuations to ensure the highest degree of quality and customer service. Wendy acquired over 10 years of experience in merchandising, inventory control and strategic planning and analysis while holding positions for companies such as Rockport Company, Reebok International, Filene's, and Jordan Marsh. Prior to joining Gordon Brothers in 2004, she served as a vice president for Great American Group’s Consumer Division and specialized in retail and wholesale appraisals in industries such as footwear, apparel, toys, catalog, department stores, grocery, drugstores and furniture. Wendy has a BS in marketing management from Bentley University and an MBA from Suffolk University.

 

Rick Wilichowski

Managing Director, Midwestern Regional Sales Manager, Gordon Brothers

 Rick Wilichowski leads valuation business development initiatives in the Midwest region for Gordon Brothers, supporting clients in Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, West Virginia, and Wisconsin. Prior to this role, Rick oversaw the production of machinery and equipment valuations. Rick previously headed AccuVal-LiquiTec’s Machinery & Equipment Valuation practice, prior to its acquisition by Gordon Brothers in 2015, where his team produced reports used primarily for financing, financial reporting, property tax, and litigation support. During the past two decades, Rick has managed complex valuation projects throughout the world. He also has experience executing auctions and orderly liquidations. He has completed the Uniform Standards of Professional Appraisal Practice (USPAP) coursework and earned bachelor's degrees in real estate and marketing from the University of Wisconsin-Milwaukee.


Cameron Cook, ASA, CIA, CDBV

Managing Director, Business Valuations, Gordon Brothers

 Cameron Cook is responsible for overseeing business valuations and intangible asset valuations at Gordon Brothers. Prior to joining the firm, he managed equity, business enterprise, and intangible asset valuations at AccuVal-LiquiTec, prior to its acquisition by Gordon Brothers in 2015. Cameron’s reports have been used for merger and acquisition assistance, financial reporting under ASC 805, ASC 350, ASC 360, ASC 852 and ASC 718, bankruptcy and restructuring proceedings, divestitures, shareholder agreements, gifting, estate settlement, minority shareholder rights cases, marital settlement cases, financing support, and litigation support. During his career, Cameron has also served dozens of private equity groups and hedge funds, providing valuations of hard to value assets for the purposes of mark-to-market reporting and determining fund net asset value. With more than 20 years of financial valuation and consulting experience Cameron has served a wide range of clients, including owners of small and large businesses, boards of public companies, ESOP trustees, estate attorneys, bankruptcy attorneys, hedge fund and equity fund managers, and national and international banks. He has valued a wide variety of businesses ranging from venture start-ups and small family-owned companies to national multi-divisional publicly held companies and a wide variety of assets including patents, trade secrets, copyrights, software, brands, contracts, FLP interests, options, warrants, and more.

 

As a court-certified expert witness, Cameron has testified in various tribunal scenarios including before juries, judges, arbitrators and deposition hearings. His valuation reports have been used as evidence in tax court, bankruptcy court, and civil court. Cameron also worked as a business valuation manager of a large Midwest regional accounting firm where he conducted equity and business enterprise valuations for many small- to middle-market companies and assisted in their sale or acquisition. His industry experience is broad, including: food processing and packaging; lumber production and wholesaling; pulp and paper; furniture manufacturing and wholesaling; general contracting; carpentry; motor coach and other transportation services; personnel services; auto and truck dealerships; gas and oil; chemical manufacturing; steel mills and steel distribution; plastics; glass; metal; and many other manufacturing industries. He has also worked with numerous retail businesses and service industries, including financial institutions, advertising, design, health care, jewelry, sporting goods and clothing. Cameron has experience in valuing distressed businesses. He holds a Certification in Distressed Business Valuation (CDBV) issued by the Association of Insolvency and Restructuring Advisors, is an Accredited Senior Appraiser (ASA) in Business Valuation and a candidate in Intangible Assets with the American Society of Appraisers, as well as a Certified Internal Auditor (CIA). He earned an MBA in finance, investments and banking from the University of Wisconsin-Madison. He earned a BS with distinction in psychology and behavioral science and law, also from the University of Wisconsin-Madison.

 


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