Labor shortages of key staff is a consistent theme we hear when appraising businesses, and, for appraisal/valuation firms themselves, it is no different. “Who do I hire, from where, when, how do I manage the younger generations desire to WFH (work from home), should I hire offshore staff, India, Philippines, LATAM, but then what about quality?” Targeted at firms with valuation/appraisal staff ranging from one to 99 members, presenters Andrew Mackson, CFA, ABV, and Mikhail Munenzon, CFA, ASA, CAIA, PRM, MIA, both of InteleK Business Valuation & Advisory, will dig into these business development and staffing issues and share their hands-on “onshore and offshore” experiences of building their business through sourcing, including best practices for hiring and training talent in a “post-COVID, digitally enhanced world.” Veteran valuator Jim Alerding, CPA, ABV will join our speakers for a robust discussion of these topics and more. 

• “Valuation purposes” dictating what staff you need to hire;
  
• Onshore versus offshore staff: where, when, how, onshore/offshore ratio, pros/cons;
  
• Protection/security of IP as it is exposed to staff across various locations/countries; and
  
• Attracting young talent: competing with IBs and “public company valuations” learned at college.
  

1. Participants will learn which “valuation purposes” are more suited to onshore or offshore staff;
   
2. Learn about some of the typical offshore staff locations, how to hire staff there, pros and cons of doing so versus onshore staff;
   
3. Gain insights on what IP to be conscious of and how to best protect it; and
   
4. Understand what areas of finance in 2024 are taught to college students and their lack of exposure to valuations of privately held businesses.