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«APRIL 25 – 28, 2014 TABLE of CONTENTS Conference Sponsors & Exhibitors 5 Program Schedule 6 Speakers & Presentations Saturday 11 Sunday 15 Monday ...»

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APRIL 25 – 28, 2014


Conference Sponsors & Exhibitors 5

Program Schedule 6

Speakers & Presentations

Saturday 11

Sunday 15

Monday 20

Affinity Business Partner Members 22

Map of Session Rooms 23

Resource Guide 24 Professional Development Credits The International Society of Appraisers designates the education sessions of Assets 2014 for a maximum of 14 Professional Development Credits. Attendees should only claim those hours of credit that were actually spent in the educational activity. Letters of attendance will be sent post-conference upon completion of a verification of attendance form.

Who We Are ISA Board of Directors The International Society of Appraisers Cindy Charleston-Rosenberg, ISA CAPP president (ISA) is a not-for-profit, member-driven association, formed to support our Christine Guernsey, ISA CAPP member needs and serve the public vice president by producing highly qualified and Libby Holloway, ISA CAPP ethical appraisers who are recognized secretary authorities in professional personal property appraising. Our members Steven R. Roach, ISA AM treasurer include many of the country’s most respected independent appraisers, Hughene D. Acheson, ISA AM consultants, estate liquidators, director auctioneers, gallery owners, and dealers.

Marian R. Aubry, ISA CAPP director ISA offers a comprehensive professional development program designed to build Aloysia (Nini) C. Hamalainen, ISA CAPP and enhance performance in the area of director personal property appraisal practice as Selma Paul, ISA CAPP well as specialty studies. Our four main director divisions are comprised of antiques Karen S. Rabe, ISA CAPP and residential contents; fine art; director gemstones and jewelry; and machinery Joseph M. Jackson, CAE and equipment. executive director ISA’s professional development and credentialing programs, along with its strong code of ethics and professional conduct, serve as the foundation for the organizational mission.

ISA Mission Statement The mission of ISA is to advance the professionalism and effectiveness of personal property appraisers.

President’s Letter It is my pleasure to welcome you to Kansas City, Missouri for the International Society of Appraisers Annual Conference, Assets 2014.

We are excited you have shown this commitment to your professional education in choosing to join us at the InterContinental at the Plaza. ISA is recognized for hosting the finest personal property appraisal conferences in the profession. We have a great history of bringing together distinguished speakers who are experts in their respective fields in a collegiate atmosphere conducive to learning. I am sure you will leave Kansas City with your expectations exceeded.

I want to thank the Annual Meeting Committee, Judith Martin, Todd Sigety, Perri Guthrie, Christine Guernsey, and Cris Drugan, who worked tirelessly to pull together the speakers and tours that comprise this program. Without their hard work and dedication to ISA, this conference would not be taking place.

Thanks are also due to our sponsors, Affinity Business Partners and advertisers, whose commitment to the appraisal community has helped to make this event a success. It is through their support that we are able to provide our attendees exceptional educational programming, sharing our mission to advance the professionalism and effectiveness of personal property appraisers.

ISA also extends a sincere thank you to the Foundation for Appraisal Education for their generous educational grant, which allows ISA to offer quality speakers at our conferences. Without their support, we could not hold the caliber of meetings that we do.

The International Society of Appraisers remains committed to providing the best in personal property appraisal education. I am confident that this conference will provide you with renewed energy and inspiration to take back home with you.

Sincerely, Cindy Charleston-Rosenberg, ISA CAPP President Annual Meeting Committee ISA expresses sincere gratitude to the Annual Meeting Committee for their hard work and dedication to this event over the past year.

Cindy Charleston-Rosenberg, ISA CAPP – President Todd W. Sigety, ISA CAPP – Immediate Past President Judith M. Martin, ISA CAPP – Annual Meeting Chair Perri Guthrie, ISA CAPP – Fine Arts Committee Chair Christine Guernsey, ISA CAPP Cris Drugan, ISA AM Conference Sponsors and Exhibitors The International Society of Appraisers sincerely thanks this year’s Annual Meeting sponsors. The support and assistance that these partners provide help make the conference a great success.

Educational Supporter Silver Sponsor Bronze Sponsors

–  –  –

Thursday, April 24 4:00 – 7:00pm Registration Open Lobby Alcove Friday, April 25 8:00am – 5:00pm Registration Open Lobby Alcove 9:00am – 5:00pm Specialty Tours (All tours depart from the InterContinental) 7:00 – 9:00pm Welcome Reception - Welcome to Kansas City Salon 2

–  –  –

7:45 – 9:00am Continental Breakfast Ballroom Prefunction 9:00 – 10:15am


Antiques & Residential Contents:

An Expert's Guide to Identifying Religious Objects in the Decorative Arts James Jackson, President and CEO, Jackson’s International Auctioneers and Appraisers Salon 2

Fine Art:

On Quality: Connoisseurship and Art History Dr. Bruce Robertson, Acting Director of UC Santa Barbara’s University Art Museum and Professor of History of Art and Architecture at UCSB Salon 3 10:15 – 10:45am Networking Coffee Break 10:45am – 12:00pm


Antiques & Residential Contents:

All Things Russian, Silver, Fabergé, and, of course, Icons James Jackson, President and CEO, Jackson’s International Auctioneers and Appraisers Salon 2

Fine Art:

History of Tamarind Prints, How to Identify and Value Tamarind Prints Meghan Ferguson, Gallery Director, Tamarind Institute of Lithography Salon 3 12:00 – 1:30pm Lunch & Learn Rooftop Ballroom 1:30 – 2:45pm


Antiques & Residential Contents:

Navigating the Rare Book Trade: History, Identification and Strategies for Collection Appraisal Mary Kohnke, Director of Rare Books and Manuscripts at Leslie Hindman Auctioneers Salon 2

Fine Art:

Panel Discussion:

Challenging Valuation Assignments: The Nuts and Bolts of Fine Art Appraising Steve Roach, ISA AM, Steve Roach Appraisal & Advisory Services;

Cris Drugan, ISA AM, Emerald Art Services, LLC;

Matt Quinn, Quinn’s Auction Galleries Salon 3 2:45 – 3:15pm Networking Coffee Break 3:15 – 4:30pm


Antiques & Residential Contents:

The Digital Revolution and the Democratization of Design Soodie Beasley, AAA, AM, Soodie Beasley Appraisals Salon 2

Fine Art:

Contemporary Photography: Trends and Techniques Sylvie Pénichon, Conservator, Department of Photography, The Art Institute of Chicago Salon 3 4:30pm Sessions Adjourn 4:30 – 6:00pm FAE Happy Hour and Auction Ballroom Prefunction Monday, April 28 7:30 – 8:00am Continental Breakfast 8:00 – 9:00am ISA Business Meeting Salon 2 9:00 – 10:30am Treasures of the Presidential Libraries Clay Bauske, Museum Curator at Harry S. Truman Museum and Library Salon 2 10:30 – 11:00am Networking Coffee Break 11:00am – 12:00pm


Antiques & Residential Contents & Fine Art:

Promoting Your Appraisal Practice With ISA Marketing Tools Todd Sigety, ISA CAPP, ISA Marketing and Promotions Committee Chair, Immediate Past President, ISA Salon 2

Fine Art:

Appraising Political Art: What Matters More - The Artist or the Subject?

Meredith Meuwly, ISA AM, Director of Appraisal Services, Heritage Auctions Rooftop Ballroom 12:00 – 2:15pm Closing Speaker & Awards Luncheon Following Your Appraisal: The Life of a Case at the IRS Gretchen Wolf, IRS, Art Appraisal Services Division Salon 3 2:15pm Meeting Adjourns 2:30 – 3:30pm Committee Report-Out Conference Suite 241

SATURDAY, APRIL 26 Speakers & Presentations

8:30 – 9:45am Quality vs. Price: The Value of Art in Our Consumer Culture Michael Findlay, Director Acquavella Galleries In the 21st century, artists like Rembrandt, Monet, Picasso and Warhol have become brands and the markets for their work analyzed and promoted by self-appointed pundits with little or no art experience. Has popularity overtaken quality as a principle of appraising? Is connoisseurship dead?

Michael Findlay, born in Scotland in 1945, has been an art dealer in New York City since 1964. Currently a Director of Acquavella Galleries, he had one of the first galleries in SoHo and was a Senior Director of Christie’s for 16 years. He serves on the Art Advisory Panel for the Commissioner of Internal Revenue and the Advisory Council of the Appraisers Association of America. He teaches at Christie’s Education and lectures internationally. He is a contributing author of “The Expert versus The Object” (Oxford University Press, 2004) and his current book “The Value of Art: Money, Power & Beauty,” published by Prestel in 2012, is now available in German, Spanish, Korean, and Japanese.

SATURDAY, APRIL 26 9:45 – 11:00am Serving as a Consultant and /or Expert Witness in Legal Proceedings Peter Gaido, Esq, Gaido & Fintzen A personal property appraiser’s expert opinion is often required in legal and other administrative proceedings in order to, among other things, establish: (i) the value of an article(s) of personal property; and/or (ii) that a person performing appraisal services was (or was not) negligent, fraudulent, unethical, or otherwise acted outside the applicable standard of care. In some proceedings, expert testimony is required by law, and in other cases it is utilized to address complex issues or respond to the opposing party’s expert testimony.

This presentation is designed to provide an overview for appraisers considering serving as an expert witness, and specifically: (i) the process they should anticipate, from their initial retention through trial/hearing, and how to prepare for the same; (ii) the likely expectations of the attorney and/or party retaining the appraiser expert; and (iii) various strategies to consider, and potential pitfalls to avoid, in connection with the appraiser’s expert services.

During his career, Peter Gaido has served as general counsel to several national and international tax exempt organizations providing legal guidance and advice on various issues. He is currently legal counsel to more than 30 tax-exempt organizations whose annual budgets range from less than $100,000 to budgets in excess of $100,000,000. Gaido has also formed and counsels numerous small and medium sized for-profit organizations. Gaido has extensive trial experience in state and federal court, and has represented clients in various administrative proceedings throughout the U.S. and in Puerto Rico. Gaido has also presented oral arguments in the Appellate Courts of Illinois, First and Fourth Districts, and in the U.S. Court of Appeals for the First Circuit.

SATURDAY, APRIL 26 11:30am – 12:45pm The Assessment of American Indian Objects Gaylord Torrence, Curator Native American Collections, The Nelson-Atkins Museum of Art This presentation will provide a basic approach to assessing North American Indian objects—approaches to proper identification; evaluating condition and issues of restoration in relation to value; a discussion of the current market, independent dealers, galleries and auction houses; and advisable bibliographical and research materials.

Gaylord Torrence is the Fred and Virginia Merrill Senior Curator of American Indian Art at The Nelson-Atkins Museum of Art, and Professor Emeritus in Fine Arts, Drake University. He is the author of "The American Indian Parfleche: A

Tradition of


Painting," and co-author of "Art of the Red Earth People:

The Mesquakie of Iowa." Torrence is the museum’s founding curator of American Indian Art and led the planning and creation of a new suite of Native American galleries, which opened in November 2009. He is currently guest-curator for the exhibition, "The Plains Indians: Artists of Earth and Sky," organized by Musée du quai Branly, Paris. The tour includes the Nelson-Atkins Museum of Art and the Metropolitan Museum of Art.

2:15 – 3:30pm Managing Art as an Asset Class Judith Pearson, President and Co-Founder, ARIS Companies The art market is the largest, lawful, unregulated market with the third most amount of crime in the marketplace, just behind guns and drugs. Art collectors generally express concern regarding pricing transparency rather than transactional transparency. However, neither art vendors nor market aggregators can manage transparency of the transaction. The only way for industry participants to minimize financial and reputational risk related to opaqueness of the transaction is by adopting better industry standards and incorporating art title insurance into the collection planning. This presentation will review how to manage art and collectibles as an asset class, the legal issues surrounding defective title, and recent relevant cases.

Judith Pearson is co-founder and President of ARIS Title Insurance Corporation, the world leader in guaranteeing legal title to non-real property assets. Pearson consults to museums, auction houses, financial institutions, collectors, and fiduciaries to mitigate consequences of exposures from legal title risks that are inherent with fine art and other collectibles in the global art market.

SATURDAY, APRIL 26 4:00 – 4:30pm Yes, Virginia, ISA does offer E&O Insurance Tom McDonough, Hylant Affinity Group ISA is pleased to announce the availability of a Professional Liability insurance program specifically designed for personal property appraisers. McDonough will provide attendees with an overview of this new value-added benefit available to members who are seeking a policy that covers Errors & Omissions and other coverages specific to our professional exposure. Come to this session to learn more about this high-quality program with affordable premiums and coverage levels.

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