Presenter Spotlight: 2024 ASA Beyond Valuation Professional Development and Growth Conference – Virtual

Join us for ASA’s Beyond Valuation Professional Development and Growth Conference, offering virtual attendance, taking place on May 29th, 2024 at 1:00 PM ET. Piece by piece, reach new heights with your business valuation career alongside industry professionals. Explore our comprehensive Conference Agenda to see sessions covering Business Development, Important Issues for the Next Generation of Valuers, and more. Don’t miss out—reserve your spot today to discover a pathway toward success as a distinguished business valuer by mastering pivotal skills that will distinguish you in the early stages of your career.

Our current lineup includes:

Rod Burket | rbCoaching
In one way, shape, or form I’ve been performing valuations since the late 1980s. In July 2000, I started Burkert Valuation Advisors, LLC in Philadelphia where I ran a “traditional” valuation practice for 10 years. In March 2010, I began traveling full time throughout the US and Canada in an RV with my wife and our dogs. Later, I started rb Coaching, which morphed into rb Training, and rb Webinars – all in the BVFLS space. Today, I run a mobile consulting firm that includes my valuation practice, a report review service, online education, and a coaching business … all of which I built by leveraging my professional network and social media and hiring virtual assistants to make the available technology work for me.

Weston Kirk | Willamette Management Associates
Weston Kirk is a managing director with Willamette Management Associates. He is also the director of the Atlanta office. His practice includes business valuation, economic analysis, and financial opinion services. Weston has performed various types of valuation and economic analyses, including business and stock valuations, debt and promissory note valuations, ESOP formation and adequate consideration analyses, fairness opinions, Internal Revenue Service audit rebuttals, litigation disputes and damages analyses, merger and acquisition valuations, undivided interests in real estate valuations, and intellectual property valuations.

Jacquelyn Marsac | VRC
Ms. Marsac specializes in business enterprise valuations and intangible-asset valuations. Additionally, she completes valuations of financial instruments including preferred and common stock in complex structures for publicly and privately held companies and equity derivatives. Ms. Marsac holds the designations of both chartered financial analyst (CFA) and accredited senior appraiser (ASA). In addition, she holds a master’s degree in business administration and a bachelor’s degree in chemical and biomolecular engineering, both from Tulane University.

Roslyn Lo | Empire Valuation Consultants
Roslyn specializes in real estate valuations of commercial properties of all types. She has performed valuations for purposes including financing, financial reporting, estate and gift tax planning, tax appeal, litigation, and eminent domain.

Samantha Albert | Mercer Capital
Samantha Albert is a vice president with Mercer Capital. Samantha is experienced in the valuation of companies across a variety of industries, and has specific experience working with trucking companies and related enterprises as well as asset holding entities. Along with Nick Heinz, Samantha publishes research on valuation issues related to the trucking industry in the newsletter Value Focus: Transportation and Logistics. She is involved in the valuation of trucking companies for a variety of purposes including corporate planning, estate and gift tax planning, mergers and acquisitions, profit sharing plans, compliance matters, litigation support, and ESOPs. In addition, Samantha is a member of the firm’s Financial Reporting Valuation Group. She has experience providing valuation analyses related to intangible assets, contractual agreements, and complex capital structures. Samantha also works regularly on complex valuation assignments related to litigated matters.

Anthony Zecca | Growth Path Partners
Anthony Zecca, CPA, is CEO of Growth Path Partners, a technical accounting and advisory firm focused on preparing and supporting companies through Mergers & Acquisitions, SPAC’s, IPOs, and Reverse Mergers. He was formerly a consultant with Esposito CEO2CEO, and is a retired partner at CohnReznick, where he was national director of the advisory group.

Laurie-Leigh White | BVA Group
Laurie-Leigh White is a Partner with BVA Group and serves as the head of the firm’s Houston office. She is responsible for overseeing the execution of a variety of valuation and litigation engagements and specializes in the valuation of companies, partnerships, intangible assets, complex securities for financial reporting and tax purposes, and employee stock ownership plans. Laurie-Leight has been involved in thousands of valuation projects for a wide variety of purposes, including financial reporting, employee stock ownership plans, valuations for tax purposes, transaction advisory, and fairness opinions.