ASA NorCal Event
Valuing Complex Financial Instruments
David Howell, MBA, ASA
Wednesday, December 2, 2026, 12:00 pm–1:00 pm PT
$25 members / $35 non-members
CE Credits: 1 CE credit / 1.2 CPE credits
About the Session
In the session, David will cover:
- Why demand for CFI valuation is growing
- Where you will find these types of projects
- Fundamental concepts and principles
- Specialized valuation methods required
- A path for you to expand your skills
The Presenter
David Howell, MBA, ASA
Principal, Valuation Services & Practice Leader, Complex Financial Interests, Plante Moran
Chicago, Illinois
David is a recognized valuation expert, author, speaker, instructor, and workshop leader who is actively helping build valuation expertise in complex financial interests globally for the profession. Through conferences, workshops, webinars, publications, podcasts, and training programs, he works with valuation professionals, accountants, finance leaders, and advisors on the valuation of complex financial interests, advanced valuation methods, and their application to today’s constantly evolving capital structures. He holds a B.A. in Economics and an MBA in Finance from Northwestern University, where he has also taught finance and valuation courses. He is an Accredited Senior Appraiser (ASA) and has published numerous articles on valuation of complex financial interests.
About Plante Moran: Plante Moran is a global accounting, tax, consulting, and wealth management firm with more than 4,500 professionals, 34 offices worldwide, and clients operating in more than 150 countries.
Registration
$25 members / $35 non-members
CE Credits: 1 CE credit / 1.2 CPE credits
Wednesday, December 2, 2026 | 12:00 pm–1:00 pm PT | [Virtual program]