• Up Your Industry Analysis: How Vertical IQ Can Improve Your Valuation Report (FREE WEBINAR). November 18, 10:00 a.m.-11:00 a.m. PT/1:00 p.m.-2:00 p.m. ET. Featuring: Bobby Martin (Vertical IQ) and valuation expert James D. Ewart (James D. Ewart LLC). CPE credits: 1.

Learn the best practices for using industry intelligence to go beyond the basic requirements of business valuations.

• Valuing Marketable Securities Portfolios. November 23, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET; Featuring: Gary Gerlach (Elliot Davis). CPE credits: 2.

The use of multiple (free) sources of closed-end mutual fund (CEF) data and discounts and how to analyze and select guideline CEFs, focusing on relevant metrics, are discussed.