September 2011, Volume 16, Number 12

Posted on September 7, 2011  

Upcoming Meetings

Date: Thursday, September 15, 2011.

Place: Offices of Schechter Dokken Kanter

Time: Noon – 1:30 pm

Topic:  Highlights of the Annual NACVA/IBA Conference in San Diego, with Dick Thorsen

Please contact Dennie O’Leary if you plan to attend (


Looking ahead:

22nd Annual Business Valuation Conference: Our kick-off planning meeting will be held the second or third week in September.  The planning committee consists of current presidents of NCCIBA, ASA, and NACVA (John Heidebrecht, Clay Shultz, and Rick Berning), along with Joe Kenyon and Bill Herber.  Would anyone else like to join?  BV-22 is confirmed for: Wednesday, Feb 1, 2012 at the University of St. Thomas/Minneapolis campus.  Keep your eyes open for good topics and/or speakers.  We are pleased to announce the keynote speaker is Rob Slee, with an update on the Cost of Capital.

Annual Board Meeting: was held on August 24th.  The Board proposed a slate of candidates, confirmed the meeting dates (below) for 2011-2012, and discussed its goals for the coming year.  John Heidebrecht will update chapter members at the September meeting.

Reminder:   UST Library Resources are available to all ASA, NACVA, and NCCIBA members. Laura Hansen, the current director of the business valuation collection, developed an on-line guide to resources for the business valuation community:   The collection has expanded over the last ten years.  If you have questions about hours, access to on-line resources, or the permanent collection, feel free to call Laura at 651.962.4664.  Identify yourself as an affiliate of UST from the business valuation community and indicate in which group(s) you hold a current membership (ASA, NCCIBA, NACVA, etc.). No formal id card required, but not all staff members are familiar with our arrangement, so you may have to persist in order to get assistance. The librarian on duty will give you an overview of the layout, set you up at a computer terminal, and log on.   Following your visit, feel free to email Dennie ( or John ( with comments and/or suggestions.

Proposed Meeting Schedule for 2011-2012:

  • September 15, 2011
  • October 20, 2011
  • November 17, 2011
  • December 15, 2011
  • January 19, 2012
  • February 1, 2012 – 22nd Annual Business Valuation Conference
  • March 12, 2012 (Monday, joint w/ASA)
  • April – NO Meeting
  • May 17, 2012