2021 AICPA & CIMA Forensic & Valuation Services Conference

Nov 8, 2021 ‐ Nov 10, 2021



Sessions

Personal Alignment: Balancing and Enjoying Life with Work

Nov 8, 2021 8:10am ‐ Nov 8, 2021 9:25am

Identification: FVC2101

Everyday Resiliency Through Optimal Stress, Personal Alignment and Purpose: How to Show Up and Make it Work for You

This keynote introduces the concept of resiliency from a broad worldview that incorporates five key areas. Sharing from Robyne's experiences traveling around the globe, Robyne reviews what people have in common that contributes to resiliency, and what we can do in our own lives to foster resiliency within others and ourselves. Robyne's talk highlights practical strategies and ideas grounded in optimal stress, value alignment, practical focus and the importance of continued goal setting. Using narrative pedagogy, Robyne's talk shares candid encounters with resiliency that are research informed and readily available to all of us.

Keynote Embedded Active Learning Suite of Offerings:

Embedded within the keynote, and positioned by the pedagogy of active learning, Robyne can lead the participants through guided exercises. As time permits, one or more can be selected. Exercises usually take 5-10 minutes and require participants to have paper and writing utensils or a writing device.

  1. Values & Triggers: Optimizing how to perform and produce with competing demands and priorities.
  2. How the 5% meet their goals: Using SMART-O formula and battle boards.
  3. Healthy Habits: How to make common sense into common practice.
  4. How Mirco Moments Create Leaders: Building trust and having difficult conversations.
  5. Priority Management: Personal and professional alignment: How to make what matters most, matter most.

Learning Outcome:

Participants in the keynote will have the opportunity to engage in meaningful and applied ways of knowing that are based on research informed practices of resiliency and resourcefulness. There will be elements of structured reflection and dialoguing.

Personal Alignment: Balancing and Enjoying Life with Work

This presentation introduces the concept of self-identity and the many roles we hold as professionals, while also maintaining and nurturing our personal roles such as partners, parents, care givers and friends. Based on research, this session explores how professionals, entrepreneurs, business owners, educators, and even cooperate executives can successfully build boundaries and self-care, with productivity. Dr. Robyne Hanley-Dafoe will explore the benefits and challenges of holding professional roles while sharing practical and sustainable best practices for striking this ever-elusive balance. Robyne uses her Top 10 Tips for 'Life with Work Balance' that are research informed and readily available to all of us. Here, participants will learn how to transform common knowledge into common practice. Robyne's talk shares candid encounters with personal value identifiers and how practical practices can promote healthy habits and deep joy in your work through the fostering a steadfast sense of personal alignment and purpose with our work.

Inclusive Leadership: A Place and Voice at the Table

Workforces are welcoming a vista of employees from diverse backgrounds and age demographics. Learning how to create a culture of authentic inclusion is imperative for organizational success. Inclusive Leadership incorporates the practice of assuring that all team members feel as though they belong, that they are respected and are being treated fairly. It is important they everyone has not only a seat at the table, but a voice that is valued. Researchers Espedido and Bourke (2019) presented a framework for organizations to foster inclusive thinking and cultures. The following is a brief summary of each of the six traits of inclusive leaders:

  • Visible commitment: Leaders take action for true inclusion, not just tokenism or politeness. Leaders publicly acknowledge the importance of creating a diverse workplace.
  • Humility: Leaders demonstrate a growth mindset. They recognize they may have some learning to do about welcoming people from diverse backgrounds.
  • Awareness of bias: They show awareness of personal blind spots. They take the time to explore their privilege and the impacts.
  • Curiosity about others: They demonstrate an open mindset and deep curiosity about others. They show a genuine interest in learning with and from others.
  • Cultural intelligence: They are attentive to others’ cultures and adapt as required. Leaders move away from the idea that their respective culture is the norm and the new culture needs to assimilate.
  • Effective collaboration: They empower others by paying attention to diversity and individual safety. Leaders prioritize team cohesion and effectiveness.

In this presentation, we will review the inclusive leadership framework and explore how leaders can promote and foster inclusive behaviours and practices that promote team effectiveness and productivity. We will review how leaders can monitor their inclusive leadership footprint and check for impact. Participants will also learn about the behaviour change protocol and how to use this protocol to change and adapt their behaviours.

How to Transition Resilient Practices into Committed Action

In this keynote and workshop, Robyne introduces the concept of resiliency from a broad worldview that incorporates five key areas that are informed by research. Sharing from Robyne’s experiences traveling the globe, and from working with diverse groups ranging from health care to education, to front line workers, leaders, families, athletes to organizational giants, Robyne reviews what people have in common that contributes to resiliency through narrative pedagogy.

The workshop then dives deeper into the concepts of everyday resiliency by providing space and opportunities for participants to reflect, forecast, plan, and enact. The aim of this session is to learn the skills sets and micro behaviours that promote resilient practices that foster the capacity for resiliency within others and ourselves. The building from the keynote, the workshop explores the ever-elusive balance of managing competing demands, stress, pressures, and responsibilities, while also looking after one’s self.

Robyne’s work highlights practical strategies and ideas grounded in optimal stress, value alignment, attunement and the importance of continued goal setting and committed action. Robyne will also share candid encounters with resiliency that are research informed and readily available to all of us.

Resiliency and Wellness in Times of Uncertainty

The global landscape is ever changing. Times of unparalleled stress, unrest, and uncertainty are becoming more common. Our physical, emotional, and mental health are being tested everyday. There is an extraordinary need to build, foster and practice resiliency so we can navigate our lives. In this next-level resiliency workshop we will revisit the 5 core traits for resiliency and dive deeper into stress systems management. What may have been working for us in the summer may need to be adjusted for the upcoming months. We will also explore motivation, discipline, and behaviour change. We will discuss how to build positive team culture and the importance of shared goals, expectations, and personal accountability. The information presented in this workshop is researched informed, readily available, and is grounded in wise practices.

Speaker(s):

Intro to DamagesIntro to Damages

Preview Available

Intro to Damages

Nov 8, 2021 9:50am ‐ Nov 8, 2021 11:05am

Identification: FVC2102

Speaker(s):

The Valuation conclusion Synthesis of Multiple Methods: They why & how of using multiple methods

Nov 8, 2021 9:50am ‐ Nov 8, 2021 11:05am

Identification: FVC2103

There are three approaches to value: Income, Cost, Market approach and each approach looks at a business in different, but important ways. If you are doing the valuation and the approaches all come up with very different values, reconciling the approaches can be an important task in arriving at a reliable and supportable fair market value. This sessions will delve into ways to reconcile the approaches to arrive at values that corroborate each other.

Learning Objectives:
  • Outline the 3 approaches and the important assumptions that are used in the approaches
  • Discuss how the assumptions in each of the methods correlate to other assumptions in the other methods
  • Discuss ways to adjust assumptions made to better correlate each of the approaches
  • Walk through valuation examples that initially start being far apart and to correlate and arrive at a better supported valuation conclusion
Speaker(s):
  • Lisa Cribben, CPA, ABV, ASA, CMA, Partner, Valuation and Transaction Services, Wipfli LLP
  • Natalya S. Abdrasilova, CPA/ABV. MAFF, CVA, Director of Valuation & Litigation Services, Boyle, Deveny, & Meyer PC

Investigations - Future Forward

Nov 8, 2021 9:50am ‐ Nov 8, 2021 11:05am

Identification: FVC2104

Speaker(s):

How Experts Can “Soak Up” the Experience to Their Advantage – A Case Study (Update Title Hot Tubbing)

Nov 8, 2021 9:50am ‐ Nov 8, 2021 11:05am

Identification: FVC2105

Speaker(s):

Key Valuation Issues in Matrimonial Litigation

Nov 8, 2021 9:50am ‐ Nov 8, 2021 11:05am

Identification: FVC2106

In this panel, Brian Schwartz and Stacy Collins will cover hot tips on a variety of challenging issues in matrimonial litigation. These will include but are not necessarily limited to: 1) Issues for jointly retained experts; 2) Difficulties in discovery; 3) Multiple valuation dates; 4) Effect of COVID on business valuation and income; 5) Reviewing books and records; and 6) Personal versus enterprise goodwill.

Learning Objectives:
  • To discuss strategies for dealing with difficult valuation issues
  • To present both the expert and attorney view on how to handle challenging issues in matrimonial litigation
  • To address the unique challenges in the role of a jointly retained or court appointed expert
Speaker(s):
  • Stacy P. Collins, CPA, ABV, CFF, Managing Director, Financial Research Associates
  • Brian Schwartz, Attorney at Law, Managing Member, Schwartz Vinhal & Lomurro Family Law, LLC

The Inclusion Imperative: Talking Talent

Nov 8, 2021 11:30am ‐ Nov 8, 2021 12:45pm

Identification: FVC2110

The Inclusion Imperative - We will be joined by Withum's Chief Talent Officer, Theresa Richardson and Director of Inclusion & Diversity, Bill Bradshaw for a fireside chat on all things talent including how to attract, retain and develop top talent. Though candid conversations, Theresa and Bill will share how Withum's efforts has enabled an engaged workforce through inclusion, diversity and equity.  Through these efforts, Withum has become a catalyst for growth and success making the firm a great place to work.

Learning Objectives:
  • You will walk away with a business case around Inclusion and Diversity.
  • As a result of the pandemic, we will share best practices around recruiting, self care and team member engagement.
Speaker(s):

Clearing the Fog from Financial Forecasts

Nov 8, 2021 11:30am ‐ Nov 8, 2021 12:45pm

Identification: FVC2107

Quantifying what the future holds for companies is integral in valuation and forensic engagements and has never been more challenging. Economic contraction, expected recovery, political climate, supply chain disruption, and environmental regulations are just some of the factors impacting cash flow forecasts. This session will focus on navigating the uncertainty to prepare defendable cash flow forecasts. We will explore methods for preparing forecasts as well as resources and approaches to support the forecast assumptions. After attending this program, participants will be able to identify factors to consider in preparing forecasts, how to develop and support forecast assumptions, and resources to substantiate assumptions.

Speaker(s):

Issues in Valuing Small Businesses

Nov 8, 2021 11:30am ‐ Nov 11, 2021 12:45pm

Identification: FVC2109

Learning Objectives:
  • A detailed look at valuation methods and reliability
  • Broker values vs. appraiser values
  • Is there really a buy-a-job value?
Speaker(s):

Emergence through Fresh-Start Reporting

Nov 8, 2021 11:30am ‐ Nov 8, 2021 12:45pm

Identification: FVC2108

Speaker(s):
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