SOTHEBY’S INSTITUTE, London, England

MASTERS DEGREE IN FINE AND DECORATIVE ARTS. Thesis topic: 19C European Watercolorists Traveling in the Middle East: Orientalists & their use of light in sun-drenched countries, such as John Frederick Lewis, David Roberts, & Edward Lear. Focus on connoisseurship & valuation with fields of study including: Furniture, Ceramics, Modern Paintings, Contemporary Art, Old Master Paintings & Silver. Seminars on Fakes & Forgeries, Rugs & Textiles, etc. Site visits included: British Museum. Courtauld Institute. Victoria & Albert Museum. Tate Gallery. National Gallery. National Portrait Gallery. Duke of Wellington House. Guildhall Art Gallery. Somerset House. Dulwich Picture Gallery. Hampton Court Palace. Blenheim Palace. Brighton Palace. Windsor Castle. Chatsworth House. Sotheby’s sales rooms. Worked for Sotheby’s Great Estates including Warwick Castle & Syon House.


AMERICAN SOCIETY OF APPRAISERS, Washington, DC

APPRAISAL VALUATION METHODOLOGY & PRACTICES: Completed all courses & passed all tests for membership qualification. PP Principles of Valuation Core Courses, 6 week course, George Washington University

  • PP201 Introduction to Personal Property Valuation
  • PP202 Development of a Personal Property Appraisal: Research and Analysis
  • PP203 Communication of a Personal Property Appraisal: Report Writing
  • PP204 Personal Property Valuation: The Legal and Regulatory Environment

TRINITY UNIVERSITY, San Antonio, TX & GEORGETOWN UNIVERSITY, Washington, DC

BACHELOR OF ARTS DEGREE IN ART HISTORY. BACHELOR OF ARTS DEGREE IN ENGLISH/LITERATURE. Studies included Syracuse University Program Abroad in Florence, Italy under Rab Hatfield, considered a world’s top art historian. During the course I led tours of the Duomo cathedral, & site visits included: Sistene Chapel. Pompeii. The Colosseum. Uffizi Gallery. The Last Supper. Boboli Gardens. Bargello. Pitti Palace. Galeria Borghese. Capitoline Museums. Vatican Museums. Guggenheim Venice. Doge’s Palace. Accademia. Orvieto Cathedral. St Peters. Pantheon. Milan Cathedral. Churches of Santa Maria: Traveste, Minerve, Fiori, Basilica, & Novella.


RECENT CONTINUING EDUCATION – 2018

FEWA FORENSIC EXPERT WITNESS ASSOCIATION

  1. National Conference, 2 day course, San Francisco, April 2018
    • What Trial Lawyers Look For When Choosing An Expert, Jeff T. Makoff, Valle Makoff LLP
    • Interview Skills For Experts: How To Win The Beauty Contest, Jeff T. Makoff, Valle Makoff LLP
    • Digital Evidence for Experts – Better Exhibits with Photography and Video, Keith Rosenthal
    • Social Media & 10 To-Do’s For Reputation Management on LinkedIn, Jason McDonald, JM Internet Group
    • Becoming a Forensic Consultant: Your Next Career Workshop, Susan Maccoy & David Saldivar
    • Techniques to help your Attorney Prepare the Expert for Testimony to Establish Credibility, Andrew B. Kaplan, Kaplan Law Firm
    • Protecting the Expert Witness During Testimony and Deposition, Alison Buchanan, Hoge Fenton Jones & Appel
    • Mock Depositions and Cross Examinations by the Aggressive Opposing Attorney, Ara Jabagchourian, Ara J Law
    • DIY Digital Marketing on a Shoestring, D. Larry Dunville, Overhead Crane Consulting
    • How to Delight your Attorney and Defang the Other Side, Spencer Pahlke
    • LinkedIn (& Other Social Media) for Experts & Lawyers, Kristin Baldwin
    • Search Engine Optimization & 10 To-Do’s For Your Expert Witness Practice, Jason McDonald, JM Internet Group
    • Groups to Join, Services to Use, and Things to Do: A Getting More Business Seminar, Toby Edwards, IMS ExpertServices
  2. Meeting, March: “Best Practices” Approach, Bill Acorn, Acorn Consulting
    • Contracting with Attorneys, Insurance Companies, and Other Clients
    • Communicating with Clients and Attorneys
    • Delegation of Tasks – research, document review, etc.
    • Report Writing
    • File Organization
    • Testimony at Deposition
    • Testimony at Trial

THE APPRAISAL FOUNDATION

USPAP Uniform Standards of Professional Appraisal Practice 2 day course, 15hr, Phoenix, March 2018 Course focuses on requirements for ethical behavior and competent performance by appraisers that are set forth in USPAP.

THE INTERNATIONAL SOCIETY OF APPRAISERS

Annual Conference: Assets, 4 day course, Pasadena, March 2018

  • California Dreamin’ Missions to Modernism, Staci Steinberger, Assistant Curator, Decorative Arts and Design, Los Angeles County Museum of Art
  • The Gold Standard of Leadership, Mellody Kanschat, Executive Director, Executive Education for Museum Leaders, Getty Leadership Institute
  • Avoiding Errors and Omissions that Raise Flags in Tax Use Appraisals, Gretchen Wolf, Lead Art Appraiser, IRS Appeals-Art Appraisal Services & Erica Claus, Art Appraisal, Research and Collections Management
  • Tracking and Verifying Assets: Better Authenticating Through Technology, Jordan Arnold, Executive Managing Director, K2 Intelligence
  • From Dylan to Marilyn: The Value of Celebrity, Laura Wooley, President The Collectors Lab
  • Beyond Readily Apparent Identity, Todd Sigety, The Appraisers Workshops & Cindy Charleston Rosenberg, Art Appraisal Firm
  • Art: A Source of Liquidity, John Arena, US Trust
  • Good, Better and Best: Ansel Adams Photographs, Brittany Moorefield, Directory of Photography Sales, Ansel Adams Gallery
  • The Intersection of Appraising and Wealth Management: Working with High Net Worth Clients, their Collections and their Insurance Carriers, Todd Sigety, The Appraisers Workshops, Danna Kay, AIG Director Western Zone, Art Collection Management & Barbara Chamberlain, AIG Director, Art Collection Management
  • Eight Street Artists to Watch in 2018, Tim Luke, Executive Vice President, Senior Appraiser at Gurr Johns and President TreasureQuest Group
  • Liquid Assets: Wine Investment and Appreciation, Amanda Crawford, Director of Fine and Rare Wines, Heritage Auctions
  • Foundation for Appraisal Education Reception, Treasures Estate Concierge Services & John Moran Auctioneers
  • Current Issues and Pending Legislation Impacting Native American Art, Vanessa Elmore, Elmore Art Appraisals

THE AMERICAN SOCIETY OF APPRAISERS

  1. Personal Property Report Writing, 1 day course, Sandra Trooper, Costa Mesa, February 2018 Course surveys the basics of communicating an appraisal as a written report. Reviews the required parts of an appraisal report and provides guidance on organizing a document that presents a logical argument for value.
  2. Monographs on Principles of Appraisal Specifics, February 2018
    • Monograph #01 – The Appraisal of Personal Property
    • Monograph #02 – Types of Value for Varied Intended
    • Monograph #03 – Property & Ownership Rights
    • Monograph #04 – Analyzing the Markets
    • Monograph #05 – Development of the Appraisal
    • Monograph #06 – Research: Principles, Methodology
    • Monograph #07 – Analyzing the Research
    • Monograph #08 – Principles of Value/Econ/Appraisal App
    • Monographs #13 – Ethics and the Personal Property

EXPO CHICAGO INTERNATIONAL ART FAIR

Northern Trust VIP Lectures: Dealer & Professional Series, September 2018:

  • Contract is King: Due Diligence and Reducing Problems in Art Dealing Topics and Speakers: Dealers Can Protect Themselves: Case Studies Panelist: Chris Robinson, Cahill, Cossu, Noh & Robinson, LLP Fakes and Forgeries and Consignment Fraud: Case Studies Panelist: Judd Grossman, Grossman, LLP Clearing the Way: Legal Title and Dealer Due Diligence: Case Studies Panelist: Kevin Ray, Greenburg Traurig, LLP Criminal Case Studies: Dealer-to-Dealer Relationships Panelist: Laura Patten, FBI Senior Intelligence Analyst, Art Crime Team, Deloitt
  • Caveat Emptor: Equipping Collectors and Art Professionals Topics and Speakers: Stolen Art: Jasper Johns Case Panelist: Judd Grossman, Grossman, LLP Case Study: Authenticity, Provence and Other Issues Panelist: Dr. Sharon Flescher, Executive Director of IFAR, and Editor-In-Chief of the IFAR Journal Scientific Analysis and Forensic Surprises Panelist: Jennifer Mass, Ph.D. and President, Scientific Analysis of Fine Art, LLC Diligence: Transparency vs. Opacity Panelist: Andrea Danese, CEO and President, Athena
  • Art Finance Professionals Forum Safeguarding Your Rights: What Artists and Collectors Need to Know Topics and Speakers: Art Consignment Panelist: Rebecca Woan, Principal and Founder, Chartwell Insurance Services VARA: 5 Pointz Case Panelist: Barry Werbin, HERRICK, Feinstein LLP Artist and Owners: Understanding Your Intellectual Property Rights: Case Studies Panelist: Chris Robinson, Cahill, Cossu, Noh & Robinson, LLP Importance of Clear Title, Provenance, and Authenticity Panelist: Mac MacLellan, Executive Vice President, Wealth Management, Northern Trust
  • Contemporary Collectors Series Featuring Mamadou-Abou Sarr and Catherine Sarr (Collectors). Moderated by Franklin Sirmans (Director, Pérez Art Museum Miami) With a large focus on contemporary photography—from works by iconic artists such as Carrie Mae Weems, Lorna Simpson, Deborah Willis, Dawood Bey, James Barnor, Samuel Fosso, and Iké Udé, to the younger generation, such as Deana Lawson, LaToya Ruby Frazier, Ayana Jackson, and Zanele Muholi—the MamadouAbou and Catherine Sarr collection spans over seventy years of production, crossing over into mediums of painting and sculpture.
  • Desert X | In Conversation Panelists| Neville Wakefield (Artistic Director, Desert X), Amanda Hunt (Co-Curator | Desert X, Director of Education & Public Programs | Museum of Contemporary Art, Los Angeles), and Matthew Schum (Co-Curator | Desert X, Los Angeles-based Independent Writer and Curator).
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