9:00 AM - 5:00 PM · Chicago, IL

Pre-Conference Course: How to Be an Effective and Successful Appraisal Witness

8:00 AM - 5:00 PM · All tours depart from the Palmer House Hilton

Specialty Tours

Fine Art: Leslie Hindman Auctioneers, Museum of Contemporary Photography, Art Institute of Chicago

AFDA: Leslie Hindman Auctioneers, Art Institute of Chicago

Files: AIC Tour Handout

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6:00 - 8:00 PM

Welcome Reception - Welcome to Chicago!

Join your colleagues and follow attendees on Friday, March 31 at 6:00pm to celebrate the kick-off to the beginning of the conference. Get ready to mingle with friends new and old.

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8:00 - 9:00 PM

Newcomers After Party

Stick around after the reception for the Newcomers After Party, beginning at 8:00pm, to socialize with other new attendees.

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9:15 - 10:15 AM

Masonry of the Market: Analyzing What Binds it Together

John Dorfman · Art & Antiques Magazine

Now more than ever before, the inspired collector has information about art and antiques around the world. Technology and new venues have created unlimited opportunities for buying and selling these works so that individuals are more actively involved. John Dorfman will discuss his experiences, providing examples of how this trend can be beneficial to collectors and appraisers.

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10:15 - 11:15 AM

An Arching Perspective: What's Trending Now, Millennials, Minorities and Millionaires

Evan Beard · U.S. Trust, Bank of America Private Wealth Management

According to recent statistics, the millennial generation is the largest active group in the U.S. labor force that will inherit approximately $30 billion in future years. While they are gearing up to be significant buyers in the art and design markets, appraisers are curious about their collecting interests and how their tastes and buying habits differ from previous generations. This informative and in-depth talk will explore the question of “wealth vs. worth.” Evan Beard will address the challenges of being an appraiser in the current art ecosystem as well as how Millennials, Gen-Xers, Baby Boomers, Minorities and Millionaires affect different global markets.

Files: Beard PresentationBeard Handout

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11:45 AM - 12:45 PM

Working with Bricks and Mortar: Developing Relationships with Gatekeepers

Jennifer Draffen · The Art Institute of Chicago, Steve Roach, Maggie Reynolds · Chubb Personal Risk Services, and Randall Borkus · Borkus Collins Law

With moderator, Steven R. Roach, JD, ISA CAPP, this panel will explore the most effective means of connecting with those "gatekeepers", who refer business to appraisers from the insurance, estate and museum industries. This experienced panel will identify how to develop ongoing relationships and become a "preferred and referred appraiser". The discussion will provide a comprehensive framework for your appraisal practice, addressing what qualifications are required, offering insights into how these industries interact with one another.

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2:00 - 3:00 PM

Examining the Façade: Breaking through Appearances

Joshua Kaufman · Venable, LLP

How does case law deal with fakes and forgery in the art world? How do we respond as appraisers when the history of ownership casts a shadow of doubt on the authenticity of an item we are appraising? Kaufman discusses these issues offering advice on when to connect to lawyers who deal with provenance and other experts, who can shed light on authenticity.

Files: Kaufman Presentation

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3:30 - 4:30 PM

Remodeling Business for the Future: Utilizing New Tools of Technology

Pip Deely · CollectorIQ

In the face of an explosion in number of apps, databases, and imaging tools currently on the market, as well as a larger trend towards digital property management in general, Deely will take a look at exciting new applications of technology which can enhance your appraisal process. Topics will cover the latest developments in 3D scanning using your cell phone, virtual reality and visualization, collection management and the impact and potential of price databases.

Files: Deely Handout

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4:30 - 6:30 PM

Committee Meetings

9:00 - 10:00 AM

From The Vault: Organization, Methodology and Valuation for Appraising an Archive

Leila Dunbar · Leila Dunbar Appraisals And Consulting LLC

With so many archives now being donated, sold or inherited, it is more important than ever to understand the types of organization, methodology and valuation that can be involved.

This presentation will cover the process of recognizing different types of archives, handling various collections containing both high and low value objects; working with archivists, curators and collectors; dealing with supporting documentation; identifying differences in retail replacement and fair market valuations, when to apply discounts, and a discussion of typical IRS issues.

Specific examples from past appraisals will be used to illustrate the topics covered.

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10:00 - 11:00 AM

The Nuts and Bolts of Appraising: Dealing with Challenging Clients, When and How to Authenticate, Marketing Techniques and more.

Judith Martin, Diane Marvin, and Sanjay Kapoor

Our ISA CAPP Panel will share their experience and expertise in developing best practices and how to manage imperfect and/or difficult situations. We know you have questions. Hear the answers!

Pre-submitted "how-to" questions from ISA members will be discussed in detail.

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1:00 - 2:15 PM

Antiques, Furnishings + Decorative Arts: Fine Jewelry and Time Pieces

Alexander Eblen · Leslie Hindman Auctioneers

This session will address authenticity issues that appraisers come across when examining jewelry. Alexander Eblen will focus on when it is beneficial to seek out jewelry specialists and gemological experts to help identify imitations and treated stones. Examples of these instances will be explored throughout the presentation as well as what to expect when working with gem labs throughout the world.

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1:00 - 2:15 PM

Fine Art: The Benton Fake Game: A Glimpse Into the World of Art Forgery

Dr. Henry Adams

Henry Adams, author of four books on Thomas Hart Benton will describe his 30-year struggle to identify forgeries of Benton's work. When he first became involved with providing expertise, fully half the paintings he was shown were forgeries, and the story of how these forgeries were made and circulated contains useful lessons for anyone involved in art-dealing or appraising.

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1:00 - 2:15 PM

A Quick Start Guide to Evaluating Estates and their Contents

James Jackson · Jackson’s International Auctioneers and Appraisers of Antiques and Fine Art

For those who are currently working or desire to work in the field of general appraisals and estate liquidation, the question may arise, "where do I start?" James Jackson presents current front-line experiences and examples of covering the "who, what, where, when, why, and how" of dealing with estates in today’s market. Questions pertaining to provenance and certificates of authenticity will be addressed along with examining the current state of the market. Defining items of importance and their comparables will specifically be discussed.

Files: Jackson Presentation

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2:45 - 4:00 PM

Overcoming Barriers: New Perspectives for Challenging Comparables

Lisa Lowy, Michael Logan, Carol Matesic, Meredith Meuwly, ISA AM · Director of Appraisal Services, Heritage Auctions, Libby Holloway, and Jacqueline Snyder

Three separate breakouts led by highly experienced ISA instructors and their students will delve into the process of finding the most appropriate comparables when appraised items are unique, have no market or are created regionally by an unknown artist or company. Bringing in ISA members to share real appraisal items with which they have struggled while the instructors will explain alternative comps and sources to make this step less difficult.

Files: Logan & Matesic Presentation

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4:15 - 5:30 PM

Art Deco Jewelry, What's Old is New Again

Benjamin Macklowe · Macklowe Gallery, New York

Back by popular demand, Macklowe will discuss Art Deco jewelry. Known as Style Moderne, Art Deco was most desired against the backdrop of the roaring 1920’s. We will learn how jewelry pieces changed in form and function throughout the years and identify key stylistic elements associated with the Art Deco movement. Macklowe will expose market collecting trends.

Files: Macklowe Presentation

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4:15 - 5:30 PM

Hiding in Plain Sight: Why Most Fakes and Forgeries Go Undetected

Nica Gutman Rieppi · Art Analysis & Research

Most of us do not carry an array of scientific instruments when we approach the objects of our appraisals. Trusting our eye, personal knowledge and the data provided by clients, may limit our ability to accurately identify objects. They may require additional verification by experts in order to proceed with due diligence. Science provides a specific path that James Martin, will discuss. His firm provides this expertise with the most advanced forensic methods available today.

This presentation will highlight the toolbox scholars and scientists use to detect fakes and forgeries, and the three reasons why the toolbox often is not used: need, speed, and greed.

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4:15 - 5:30 PM

Selling out the House - the Estate Sale Business and How to Avoid Mistakes!

Carol Myers Madden · EstateSalesNews.com

Expanding your business through estate sales; or looking for additional solutions to re-frame your already existing estate sale business? Don’t miss this lively and informative session about the Seven Major Pitfalls of Estate Sales and how to avoid them. You will be guided through best practices for Estate Sales from education and training, transparency, and networking to working with difficult clients, contracts, pricing and much more.

Files: Madden Handout

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5:30 - 7:30 PM

FAE Networking Event

8:30 - 9:00 AM

CAPP Appreciation Coffee

9:00 - 9:45 AM

ISA Business Meeting

9:45 - 11:00 AM

2018 USPAP Proposed Changes & The Future of Valuation Services

Tim Luke CAI, BAS, MPPA

AQB Certified USPAP instructor, Tim Luke, CAI, BAS, MPPA will highlight the upcoming USPAP personal property proposed changes taking effect January 1, 2018. The interactive presentation will address the subtle differences between an appraisal practice and valuation services showcasing ways to increase your business while still maintaining USPAP compliance. Trends and technology will be the focus of a discussion on the future of valuation services.

Files: Luke PresentationLuke Handout

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11:00 AM - 12:30 PM

Awards Brunch