ASA Philadelphia Calendar

Chapter 35, serving the bustling Philadelphia metro area, is one of the most active in the nation! Our calendar of educational, recreational, and social events has the latest news about seminars, meetings, lectures, speeches, parties, and functions.

REGISTER NOW: 2018 Business Valuation Seminar

The Philadelphia Chapter of the ASA will hold its 13th Annual Spring Business Valuation Seminar program on Friday, April 27, 2018, at the Doubletree Hotel in Plymouth Meeting, PA. The program will include a variety of topics presented by key thought leaders.

֍ How to Rig a Valuation and DLOM: New Research and Tools - James Hitchner, CPA/ABV/CFF, ASA
֍  Update in Estimating Cost of Capital - Roger Grabowski, FASA
֍  Impacts of Tax Cuts and Jobs Act on Business Valuation - Mitchell Gerstein, CPA, MST, PFS  &  Laura Anastasio, ASA, CEIV
֍  Best Practices in Inventory Valuation - Charles Sapnas, CFA, ASA & Anthony Pumphrey, CFA, ASA
֍  What Appraisers Must Know About Taxes On Damage Awards - Martin Abo, CPA/ABV/CVA/CFF
Fees.  Early Bird fees, which apply when registration forms and payments are submitted by March 30, are $335 for ASA Members, $370 for all others. After March 30, registration is $365 for ASA Members, $400 for all others. The fee includes lunch, and morning and afternoon refreshments.

To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35 and mail to Executive Secretary Joanne Paciello, 8 Terrace Road, Plymouth Meeting, PA 19462.  Please note that seating capacity is limited.

Credit. The program qualifies for eight (8) hours of Continuing Education Credit (CEC) for ASA members and for members of other professional organizations which recognize NASBA credit. 

Brochure.  A seminar brochure, including comprehensive information, biographies of the presenters, a registration form, refund and cancellation policies is available on the Chapter website and for download in PDF format.

Questions.  For all other questions, including CEC eligibility for your organization, please contact the seminar organizers, Sheila Gorman at sgorman@finresearch.com or (484)-270-1240 or Frank Merenda at  fmerenda@eacvaluations.com or (610)-687-5855.

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March Meeting: Patent Opinions and Prosecution

The March Chapter Meeting will be held on Wednesday, March 15, 2017 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:30 pm; all ASA members are welcome. The general meeting starts at 6:30. The guest speaker will be Patrick M. Brady III, a Registered Patent Attorney at SnyderLAW LLC in Wayne PA (and former Lead Mechanical Engineer at Lockheed Martin). Mr. Brady will talk about “Patent Opinions and Prosecution” (and maybe “Rocket Science”).

Mr. Brady earned a JD at Temple's Beasley School of Law (2001) and before that an MSME in Structural Mechanics and Dynamics at Rensselaer Polytechnic Institute (1990). As a patent attorney, he counsels clients about intellectual property protection, including patentability opinions, due diligence, trademark prosecution, trade secrets and guidance relative to copyright filings. But he is equally comfortable talking about mechanical devices, mechanisms, composite materials, structures and electronic packaging, and he has a general understanding of software, electrical, materials and processes. And he is knowledgeable about service and employment contracts as well as corporate and partnership formation.

Mr. Brady’s presentation is sure to be of interest to ASA members in all disciplines. As seating for this talk is limited, please register early for this educational and productive evening which qualifies for 2 hours credit toward ASA reaccreditation.

Dinner is $35 per person for members and guests. To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Friday, March 10, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).

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