Forensic & Valuation Services Conference 2020

Nov 9, 2020 ‐ Nov 11, 2020

Join us this November for timely updates, cutting-edge information on new technology, and quality networking with other forensic accounting and valuation professionals. You’ll head back to the office with your finger on the pulse of change and an optimized strategy for the future.

This year we’ll continue to craft the agenda to provide learning geared towards your career stage. Our committee of thought leaders are creating each session with a specific audience in mind to ensure that everyone receives the customized learning they need to push their career, and the profession, forward.

Valuation Report Writing Workshop

Preview Available

Valuation Report Writing Workshop

Oct 22, 2020 10:00am ‐ Oct 22, 2020 1:00pm

Identification: FVC20101

Operation Credits: 3

Operation Minutes: 150

Operation Credit Type: Accounting

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Sale: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Archive: 1

This session will include an in depth look at valuation report writing. Detailed, summary and calculation reports will be discussed as well as how to write a good rebuttal report.  Standards will be discussed with an emphasis on SSVS and USPAP.  Learn how to defend your report, especially in a litigation assignment.

Learning Objectives:

• Understand the different types of reports and when they are appropriate.
• Learn how to support your conclusions.

Speaker(s):

• Gary R. Trugman, CPA, ABV, ASA, MVS, President, Trugman Valuation Associates, Inc.

How to Enhance Your Trial Communication Skills Online Workshop

Preview Available

How to Enhance Your Trial Communication Skills Online Workshop

Oct 22, 2020 1:30pm ‐ Oct 22, 2020 4:30pm

Identification: FVC20102

Operation Credits: 3

Operation Credit Type: Accounting, Communications and Marketing

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Minutes: 150

Operation Sale: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Archive: 1

As an expert, you may think that “the facts speak for themselves.” However, no matter how experienced you are, testifying requires a whole new set of unique skills. In an environment where “facts” have been weaponized and politicized, it has become increasingly challenging to be trusted. Presented by a nationally known trial communications expert, this workshop will focus on how to make that all-important connection with the jury so they can trust and then believe you.


After this workshop you will to able to:

Learning Objectives:

• Apply communication techniques in litigation matters
• Recall at least three critical communication skills to help you improve your ability to influence jurors
• Analyze complex information and communicate into digestible and relatable details so that jurors understand and accept your facts

Speaker(s):

• Deborah Johnson, President, High-Stakes Communication

Welcome & Keynote: The Calm Person in The Boat: Leading During COVID-19

Preview Available

Welcome & Keynote: The Calm Person in The Boat: Leading During COVID-19

Nov 9, 2020 11:00am ‐ Nov 9, 2020 12:00pm

Identification: FVC2001

Operation Advanced Prep: None

Operation Credits: 1

Operation Minutes: 50

Operation Level: Update

Operation Credit Type: Personal Development

Operation Prerequisites: All Levels, no prerequisites

Operation Archive: 1

This is proving a difficult time, with COVID-19 and re-emergence people are facing more difficult conversations, decisions, intense pressure moments, the need to be decisive and engage people more effectively. In this keynote, you will learn:

Learning Objectives:

• Brain-based strategies to manage fear and emotions so you can be a source of calm in your organization and help your people be their best in the most trying situations.
• How to influence & engage others who are at a distance and themselves feeling overwhelmed emotionally.

Speaker(s):

• Dr. JP Pawliw-Fry, Leadership and Performance Expert | New York Times Bestselling Author

Transition Break & Activities

Preview Available

Transition Break & Activities

Nov 9, 2020 12:00pm ‐ Nov 9, 2020 12:15pm

Identification: FVC20NS01

Operation Sale: 1

Operation Archive: 1

Transaction Method - Maneuvering the Databases

Preview Available

Transaction Method - Maneuvering the Databases

Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Identification: FVC2002

Operation Prerequisites: 1-2 Years in the Profession

Operation Credits: 1.5

Operation Minutes: 75

Operation Credit Type: Accounting

Operation Level: Basic

Operation Advanced Prep: None

Operation Sale: 1

Operation Archive: 1

In this session, participants will review a search for transactions from popular databases and walk-through the proper way to apply transactions data in a valuation. Discussions to include how similar should guideline transactions be applied in a valuation, the use of statistics if there is enough data, and the pros and cons of the transaction method like bias, incomplete date, dated date.

Learning Objectives:

• Recognize what makes data comparable and how to maneuver the databases
• Identify how to apply transactions data in and beyond the market approach

Speaker(s):

• Gary R. Trugman, CPA, ABV, ASA, MVS, President, Trugman Valuation Associates, Inc.
• Karolina Calhoun, CPA, ABV, CFF, Vice President, Mercer Capital

Advanced Global Due Diligence with Social Media

Preview Available

Advanced Global Due Diligence with Social Media

Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Identification: FVC2003

Operation Credits: 1.5

Operation Minutes: 75

Operation Credit Type: Accounting, Communications and Marketing

Operation Level: Intermediate

Operation Advanced Prep: None

Operation Sale: 1

Operation Prerequisites: 3-5 Years in the Profession

Operation Archive: 1

Social media investigations help us locate key information for their cases, including discovering assets, finding motivation behind criminal activity and background data to complete the picture of their target. In this session, we will expand on the basics of social media investigations and learn the tools used outside of North America. Together we will go beyond Facebook to learn what networks are popular in Europe, Asia, South America and other parts of the world, to equip the examiner for deeper global investigations.

Learning Objectives:

• Assess the changing environment of social media, what is popular today may not be tomorrow.
• Evaluate a list of the social media sites popularly used in countries outside of the United States.
• Identify trends in social media development and growth in a global environment

Speaker(s):

• Cynthia Hetherington, CFE, President, Hetherington Group

Beyond Daubert: Navigate Rules of Evidence to Ensure Opinions are Admitted

Preview Available

Beyond Daubert: Navigate Rules of Evidence to Ensure Opinions are Admitted

Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Identification: FVC2004

Operation Credit Type: Accounting

Operation Level: Intermediate

Operation Prerequisites: 3-5 Years in the Profession

Operation Advanced Prep: None

Operation Credits: 1.5

Operation Minutes: 75

Operation Sale: 1

Operation Archive: 1

Discussion of the rules in federal and state courts governing the admissibility of expert witness opinions. Looking at real life trial examples, the session will explain the gatekeeping function of judges and how to navigate these challenges.

Learning Objectives:

• Understand the rules of admissibility for expert witness opinions.
• Understand what testifying experts must do (well in advance of trial) to ensure their opinions are admissible.
• Understand how to challenge the admissibility of opposing expert opinions.

Speaker(s):

• Kenneth Rugeti, CPA, ABV, CFF, Senior Managing Director, FTI Consulting
• David Sugden, Call & Jensen

Advanced Valuation Issues in Gift and Estate Tax

Preview Available

Advanced Valuation Issues in Gift and Estate Tax

Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Identification: FVC2005

Operation Credit Type: Accounting

Operation Level: Advanced

Operation Prerequisites: 6-10+ years in the profession

Operation Advanced Prep: None

Operation Credits: 1.5

Operation Minutes: 75

Operation Sale: 1

Operation Archive: 1

A discussion of recent case law in gift and estate tax valuation arena. Review of common gift and estate tax valuation issues and case law regarding marketability discounts, tax-affecting, valuation approaches, arbitrage, bona fide transfer issues, and promissory notes valuation. An update of AICPA Gift and Estate Practice Aid.

Learning Objectives:

• Analyze current issues in gift and estate tax
• Summarize recent case law in gift and estate tax valuation

Speaker(s):

• Chris C. Mercer, FASA, CFA, ABAR, Mercer Capital
• Natalya Abdrasilova, CPA/ABV. MAFF, CVA, Director, Wipfli LLP

Interactive Hands-On Techniques with Excel

Preview Available

Interactive Hands-On Techniques with Excel

Nov 9, 2020 12:15pm ‐ Nov 9, 2020 1:30pm

Identification: FVC2006

Operation Credit Type: Computer Software Applications

Operation Level: Overview

Operation Prerequisites: Basic Excel Functionality

Operation Advanced Prep: None

Operation Credits: 1.5

Operation Minutes: 75

Operation Sale: 1

Operation Archive: 1

Nearly everyone uses Excel, but how much of its vast functionality do you really know? This session will provide you with ideas for more intermediate and advanced usage of this common spreadsheet tool and help you to get more efficient and effective with it along the way. Examples of common data normalizing and cleansing techniques, along with more advanced Excel functionality like pivot tables, lists and conditional formatting will be fully explored. You will have the ability to follow along and try everything in real time with real data. While you may not become a data ninja during this mini session, you will take home some great new ideas you'll be able to use and implement right away when you return from the conference.

Learning Objectives:

• Explore cleansing techniques in Excel to help ensure you have clean and accurate data.
• Discover more advanced Excel functionality like pivot tables, lists and conditional formatting.
• Review real world applications of these techniques.

Speaker(s):

• Matt Storlie, CFE, CIDA, Manager, Forensics & Litigation Services, Wipfli LLP
• Travis Armstrong, CPA, CFF®, Partner, Hemming Morse, LLP

Interactive Exhibitor Networking

Preview Available

Interactive Exhibitor Networking

Nov 9, 2020 1:30pm ‐ Nov 9, 2020 2:00pm

Identification: FVC20NS02

Operation Sale: 1

Operation Archive: 1

Visit our virtual exhibit hall to chat live with exhibitors as they showcase the latest innovations in the industry. Connect to gain the technical, strategic and real-world knowledge to help you grow your practice.