Representations & Warranties Insurance: An Overview and the Role of the Practitioner

Nov 9, 2020 2:00pm ‐ Nov 9, 2020 3:15pm

Identification: FVC2011



Representations and warranties insurance has become a common alternative or supplement to seller indemnity for representation and warranty breaches. By attending this course, you will learn:

Learning Objectives:
  • Interpret the mechanics of representations and warranties insurance policies and the claims processes, including the parties involved and common policy terms and conditions.
  • Explain the role of the practitioner in the representations and warranties insurance lifecycle.

Implications and Opportunities Utilizing the New SubChapter V Bankruptcy

Nov 9, 2020 3:30pm ‐ Nov 9, 2020 4:20pm

Identification: FVC2012

The session will explore the provisions of SubChapter V and the implications to debtors considering its use.

Learning Objectives:
  • Recognize the opportunities available in utilizing SubChapter V
  • Identify the differences in between Chapter 11 and SubChapter V

Revenue Estimation Case Study: Benchmarking and Yardstick Method

Nov 9, 2020 3:30pm ‐ Nov 9, 2020 4:20pm

Identification: FVC2013

The starting point for most lost profits damages calculations is the estimation of revenues that would have been earned in the "but-for" world. Tools to make these estimates include the before-and-after method, the yardstick method, and others. This session will explore the use of benchmarking/the yardstick method in estimating but-for revenues. The discussion will address an overview of the yardstick method and how it works, strengths and weaknesses, presentation in a report, deposition, and trial, use of other methods in combination with the yardstick method, a case law review, and a case study to show how to implement and perform this type of analysis.

Learning Objectives:
  • Distinguish what benchmarking and the yardstick methods are, as well as pros, cons, and concerns in application
  • Analyze case law through use of a case study

Current Conditions in the Administration and Valuations of ESOPs

Nov 9, 2020 3:30pm ‐ Nov 9, 2020 4:20pm

Identification: FVC2014

This session will discuss current developments in the ESOP valuation arena including the effect of the Pizzella v. Vinoskey and Brundle case on valuation calculations. We will discuss the implications of control premiums and discounts in valuing ESOP stock. We will also address commonly encountered conflicts in ESOP-related litigation.
Learning Objectives:
  • Identify current ESOP valuation cases
  • Analyze common problem areas and points of contention in ESOP litigation

Adapting Your Practice in a Virtual Environment

Nov 9, 2020 3:30pm ‐ Nov 9, 2020 4:20pm

Identification: FVC2016

Session covers adapting your FVS practice in a remote environment. The session will review the transition to virtual litigation engagements and cover tips and considerations when conducting litigation matters. The session will also review the pivot within practice management as it relates to team structure and marketing.

Learning Objectives:
  • Identify techniques in virtual testimony, nuances of handling interviews and site visits in remote environment, and discovery considerations
  • Discuss staffing logistics and transition of team structure in remote environment
  • Identify alternatives to traditional marketing efforts

COVID-19 Impact: Valuation Roundtable

Nov 9, 2020 4:50pm ‐ Nov 9, 2020 6:05pm

Identification: FVC2017

Join four valuation experts for as they provide multiple perspectives on timely issues and valuation considerations in the COVID-19 environment. COVID-19 has impacted businesses and industries in various ways, meaning there is no one size fits all approach. Submit burning questions in advance to gain perspective from valuation experts.

Learning Objectives:
  • Identify the short-term and longer-lasting impacts on businesses and thus, as a result, the process of business valuation
  • Determine whether the market approach is still valid
  • Distinguish income approach techniques in the uncertain COVID environment
  • Discuss the COVID-19 and Cares Act considerations which will impact current and forthcoming year-end valuations
  • Recognize the implications of COVID-19 on valuations for financial reporting
  • Recognize nuances to the concept of “known or knowable” in the current environment

COVID-19 Impact: Forensic Roundtable

Nov 9, 2020 4:50pm ‐ Nov 9, 2020 6:05pm

Identification: FVC2018

Join four forensic experts for as they provide multiple perspectives on timely issues and forensic and litigation considerations in the COVID-19 environment. Submit burning questions in advance to gain perspective from our experts.
Learning Objectives:
  • Recognize implications of COVID-19 on commercial damages claims
  • Identify unique fraud-related challenges and business impacts
  • Recognize implications of COVID-19 on bankruptcy-related issues
  • Recognize impact of COVID-19 on business interruption claims

ABCs of Intangible Asset Valuation

Nov 10, 2020 12:30pm ‐ Nov 10, 2020 1:45pm

Identification: FVC2020

Come learn the ABC's of Intangible Asset Valuation, which includes An overview of the background and importance of intangible assets; Breakdown of the approaches used to value an intangible asset; and Condensed examples to illustrate the various valuation approaches.
Learning Objectives:
  • Identify common intangible assets and when they need to be valued
  • Recognize common valuation models used for intangible assets
  • Review condensed examples on how to value intangible assets

FCPA Compliance and Investigations: The Role of the Forensic Accountant

Nov 10, 2020 12:30pm ‐ Nov 10, 2020 1:45pm

Identification: FVC2021

The Foreign Corrupt Practices Act ("FCPA") prohibits the payment of bribes to foreign officials to assist in obtaining or retaining business. Effectively addressing these risk factors typically requires a coordinated effort between legal and financial experts. This session will provide an overview of recent FCPA enforcement trends and how forensic accountants can assist both corporate and outside counsel in identifying and reducing risk related to the FCPA.

Learning Objectives:
  • Discover key FCPA enforcement trends and recent settlements with the DOJ and SEC
  • Determine tangible methods that forensic accountants can support corporate and outside law firm clients for FCPA compliance

Personal Goodwill in the Real World

Nov 10, 2020 12:30pm ‐ Nov 10, 2020 1:45pm

Identification: FVC2022

Practitioners performing valuations for dissolution cases frequently need to determine to what extent personal goodwill exists. This session will explore different methodologies that can be used to allocate goodwill between personal and enterprise goodwill. Specific factors from real world examples will be presented in recorded interviews and presenter interactions that attendees will use to perform their own estimate of the allocation between personal and enterprise goodwill.

Learning Objectives:
  • Summarize concepts of goodwill
  • Reconstruct general concepts in an interactive environment