Webinars
Educational Presentations
PAST WEBINAR RECORDINGS AVAILABLE
Presentation April 4, 2024
Jesse Thompson, Senior Business Economist, Federal Reserve Bank of Dallas “Texas Regional Economic Update from the Dallas
“Overview of Liquid Terminal Valuations” by Jim Harden, ASA, CPG, CMA.
March 7, 2024
Jim retired as a Valuation Partner from Moss Adams last year and continues serving clients under his firm, EnerVal, LLC. Prior to Moss Adams, he served as the Global Oil and Gas Valuation Leader at a Big-4 accounting firm, and earlier in his career, he worked at Texaco Inc., and was co-owner of an oil and gas exploration and production company. In his 40-year career, Jim has led thousands of energy valuation engagements. His work has supported SEC and IFRS financial reporting, mergers and acquisitions, federal tax, state and local tax, and international tax, insurance, bankruptcy, solvency, and litigation matters.Guidance for Expert Witness Testimony in Trials
Presentation on Oct. 12, 2023 by Honorary Michael Landrum
Melanie Modica, ASA, ARM,ARM shared tips on Appraisal Services and new Appraisal Management course on April 6, 2023
Melanie Modica, ASA, ARM, is the owner of Modica Fine Art LLC, in Houston. She offers professional services for various art collection needs such as insurance, estate planning, equitable distribution, acquisition, divestment, marital dissolution, managing assets, expert witness and litigation support, and appraisal review.
Melanie is an instructor, and contributor, editor and developer for the ASA ARM Principles of Valuation (POV) courses 201, 203 and 204. She has written the ASA Appraisal Management course and teaches other appraisers how to manage multifaceted assignments.
In addition to the classroom ARM POV courses, Melanie has also taught courses in person, and in an online format series, in multiple cities across the U.S and in Mexico.
Melanie holds a Bachelor of Fine Arts degree that includes post-baccalaureate studies in Management Administration & Supervision, and Art History. Her degree and studies led to an art education career in the Texas public school system. This experience enhances her ability to address and inform attorneys, jurors and clients with clear, impartial, professional services.
“Art As Jewelry”
Presented by Cristina Mattern on March 3, 2023
Cristina Mattern joined Tenenbaum Jewelers in Houston, Texas, as the Director of Acquisitions in 2006. She graduated from the University of Texas in 1998 and later from the Gemological Institute of America (GIA) with a Graduate Gemology degree.
Cristina has devoted herself professionally for the last 25 years to the history and magic of antique and estate jewelry. She grew up as the daughter of Cuban refugees and is always fascinated by the portability and artistry of gems and jewelry.
Joe Carl White, Independant IT Consultant
Joe's IT Rules: Things To Do – And Not Do – On Your Computer
JOE CARL WHITE is an independent IT consultant. For over a quarter of a century he has helped individuals and small businesses with hardware and software troubleshooting, wired and wireless networking, domain name registration, hosting questions, internet access, and purchasing advice: he is always keen to find a client a deal. A native of Beaumont, he graduated form Rice University with majors in economics, managerial studies, and religious studies, and has done graduate work at the University of Chicago and the University of Texas at Austin.
Please allow 1-3 days after ordering webinar recording to receive email with access link. Cost: $20 For more information contact [email protected]
EXPERT WITNESS EDUCATION OPPORTUNITIES
Become an Expert Witness, Advance your Skills, and Enhance your Practice
A Panel of Experts led an Interactive Discussion May 6, 2021 Webinar
CE Credit 1 hour
Please allow 1-3 days after ordering webinar recording to receive email with access link. Cost: $20 For more information contact [email protected]
The Outlook for Houston's Economy as We Approach the End Game for COVID 19 Robert W. (Bill) Gilmer, Ph.D.
CE Credit 1 hours
Bill Gilmer is Director of the Institute for Regional Forecasting (IRF) at the University of Houston’s Bauer College of Business. The Institute monitors the Houston and Gulf Coast business cycle, analyzing how oil markets, the national economy, and global expansion influence the regional economy. Gilmer is also appointed as an inaugural University of Houston Energy Fellow.
Gilmer served the Federal Reserve Bank of Dallas for 23 years, retiring as a Senior Economist and Vice President. He joined the Houston Branch of the Federal Reserve Bank of Dallas as a senior economist in 1989, focusing on energy markets and regional growth. He co-managed the 11th District’s regional economic analysis from 2004-2012, and was editor of two of the bank’s regional publications. Gilmer’s work on the Texas economy has been recognized in publications such as the Wall Street Journal, The Economist, and Forbes.
Gilmer also served the Federal Reserve Bank of Dallas as the officer in charge of the El Paso Branch from 2003-2012, overseeing Federal Reserve operations in West Texas and New Mexico. Prior to joining the Federal Reserve Bank of Dallas in 1989, he held the principal economic forecasting position at the Tennessee Valley Authority. He also worked as a research economist at the Institute for Energy Analysis in Oak Ridge, Tennessee and at the Institute for Defense Analysis in Arlington, Virginia.
“Strategies for Growing Your Appraisal Practice in 2021” by David Mitroff, Ph.D.
Leverage technology for efficiency - Reach new market segments - Grow and leverage your network and brand
CE Credit 1 hours
David Mitroff, Ph.D. is a Business Growth Strategist who shares his secrets for creating successful brands that stand out and thrive. David inspires business professionals through his keynote talks on a wide range of topics such as how to build a brand with data-driven marketing, digital leadership: growing your online presence, and on the psychology behind building professional connections. David Mitroff, Ph.D. is the Founder and Chief Consultant of Piedmont Avenue Consulting, Inc. He creates brand awareness, strengthens customer loyalty, and streamlines business processes. He has been a featured media expert for NBC, ABC, San Francisco Business Times, Hospitality Technology, California Lawyer, and more. Dr. Mitroff is also a College Instructor who teaches entrepreneurship and marketing courses at the University of California, Berkeley and is a Google Mentor for the Google For Startups program
“Metal as Money” by Alvin L. Stern, AM
State of the market - New trends - Questions answered by one of the country's leading coin appraisers.
Alvin L. Stern, AM, a numismatist since 1966, has been affiliated with the American Society of Appraisers for more than 35 years. He has a long history conducting research and producing educational programs and videos. A member of the American Numismatic Association (ANA) he has five video presentations in their education library. Al has published numerous articles in his field and received the Bradford Literary Award-CSNS in 2007. He hosts the “Texas Numismatic Study Group” in Houston every month and routinely works as an expert witness, prepares appraisals for various departments of the U.S, government, law offices, churches, and family estates.
“Testimony Train Wrecks”
Pro-actively identify disasters, stay focused, and avoid falling into hazardous testimony traps!
Matthew A. Copeland, JD
Matthew A. Copeland, is a partner with Adams And Reese LLP, Houston. His work focuses on commercial disputes and tort litigation. He also represents owners, property managers and community associations in real estate matters. Matt's experience includes prosecuting and defending claims for breach of contract, fraud and violations of the Deceptive Trade Practices Act, and he has extensive experience defending businesses against personal injury and wrongful death claims. Mr. Copeland received the distinction of inclusion in the 2020 edition of Texas Super Lawyers “Rising Stars” and was among the Adams and Reese attorneys honored as “One to Watch” in the 2021 edition of The Best Lawyers in America (by BL Rankings, LLC). He graduated cum laude with J.D. in 2012 from the University of Houston.
“Realigning the Society and How it Affects All Members”
Interactive Panel Discussion on the New ASA Governance Policy
Live webinar took place November 5, 2020. Now available on demand. CE Credit 1 hours - Cost: Free
Johnnie White, CEO of American Society of Appraisers leads an interactive panel discussion joined by ASA Region 3 Governor Scott Miller, ASA, and Chapter & Governance Specialist Justin Kane. The session is interactive with Q & A. This program is of interest to all ASA members across disciplines.
Presentation by Derek Groff, ASA, CFE. This live webinar took place on Oct. 1, 2020
Derek Groff, Director, Moss Adams, has been providing financial advisory services to companies and business owners since 2001. He advises on complex valuation issues for tax compliance, financial reporting, mergers and acquisitions, strategic planning, and litigation support. He currently leads Moss Adams’ valuation practice in Denver and works with private/public companies, private equity/VC funds, high net worth individuals, and families on issues related to raising capital, mergers and acquisitions, stock issuance, complex financial instruments (derivatives), tax/succession planning, and litigation/shareholder disputes. Derek has advised or consulted on dozens of equity and M&A transactions totaling over $15 billion in transaction value. In a prior lifetime, Derek was an investment banker, winery owner, and competitive tennis player. He also has a strong penchant for bourbon and the smooth sounds of yacht rock.
“The Art & Antique Auction Market” - State of the Market and Impacts from COVID-19
Presentation by Lindsay Davis. This webinar took place on September 3, 2020
Lindsay Davis, Bonham's Texas Representative, received her BA in Art History at the University of Texas at Austin and MA in Arts Administration at Columbia University in New York City. She also holds a Certificate in Appraisal Studies in Fine and Decorative Art from New York University. Prior to joining Bonhams, Lindsay worked with clients, institutions and fiduciaries to source art, assess collections and appraise estates. Lindsay has managed the day-to-day operations of both the AT&T Corporate Art Collection and the MD Anderson Art Collection. In Houston, she is actively involved with the Bayou Bend Docent Organization and the Make-a-Wish Foundation. She sits on the boards of the Bayou Bend Docent Organization, the Advisory Council of the College of Fine Art at the University of Texas, and grant and public art panels for Houston Arts Alliance.
This live webinar was recorded June 18, 2020
Preparations, Precautions and Performance for Remote Deposition and Testimony
Adam Massey, Partner, Adams And Reese LLP, is a first-chair trial attorney with experience representing plaintiffs and defendants in state court, federal court, and arbitration proceedings throughout Texas. His work focuses on complex commercial and tort litigation, including matters involving contract and breach of warranty disputes, all aspects of the upstream oil and gas industry, construction defects, personal injury claims, and products liability claims. Mr. Massey received the distinction of being included in the 2020 edition Texas Super Lawyers Rising Stars” and was recently named Vice Chair of the Houston Bar Association's Litigation Section. The section promotes the objectives and standards of professionalism of the Houston Bar Association within the field of litigation, serving litigation practitioners of the 11,000-plus member Houston Bar Association. He graduated magna cum laude with J.D. in 2008 from South Texas College of Law.