Forensic & Valuation Services Conference 2018

Nov 5, 2018 ‐ Nov 7, 2018


Forensic accounting and valuation come together in Atlanta, GA for one of the most interactive, cross-disciplined learning events of the year. It’s a must-attend event for you and your entire staff.

Our conference lineup will expand your skills while providing how-to guidance that you can apply right away.


Sessions

Incremental Borrowing Rate, Dent, and Embedded Derivatives

Nov 7, 2018 10:30am ‐ Nov 7, 2018 11:45am

Identification: FVC1863

This section will cover different types of debt instruments (straight debt, callable debt, convertible debt, debt-like preferred stock, etc.), methodologies for developing the credit rating, market yield, and for the valuation of the underlying instrument. In addition, we will discuss most commonly recognized embedded derivatives and the methodologies used to value these derivatives.

Learning Objectives:

  • Recognize different types of debt (straight debt, callable debt, convertible debt, debt-like preferred stock, etc.)
  • Recognize the economics of each debt instrument and the value-driving factors
  • Identify features of the debt instrument(s) that may require additional accounting and valuation considerations
  • Identify methodologies to value various types of debt and embedded derivatives
  • Recognize the driving factors behind the debt's credit rating
  • List methodologies to develop a synthetic credit rating for the subject company and the subject debt
  • Identify how to factor in debt's seniority, presence of collateral and third-party guarantee into the yield
  • Recognize how to develop the market yield for the debt

Speaker(s):
Standard: $49.00

Case Law Update on Crucial Recent Valuation and Damages Rulings

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1864

Case law update examines five or six pivotal, recent, federal and state cases focusing on valuation and damages issues and featuring expert testimony. The goal is to leave attendees with a deeper understanding of a court ruling as well as an appreciation of what it means to perform in the litigation landscape. Valuators who know what goes on in court and what the law is in their area of practice are more effective and more desirable experts.

Learning Objectives:

  • Learn what issues have dominated recent valuation and/or damages cases
  • Learn what valuation methodologies or damage models worked in what case and why (also what didn't work)
  • Learn how courts in various legal contexts responded to the testifying expert
  • Learn how a specific case fits into the larger valuation or damages jurisprudence that controls or is shaping an area of law

Speaker(s):
Standard: $49.00

Industry Series 2: Financial Institutions - Community and FSB

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1865

During this presentation we assist participants (intermediate/advanced) to more effectively assist/obtain prospective clients, service existing clients, and manage their business valuation engagements. We will discuss real transactions (Fair Market Value and Strategic Value) and Fair Value Accounting Issues that are in the present market place.

This session will provide:

  • 1. Current update on the industry and economic outlook for Banking Institutions
  • 2. Overview of current transaction deals, income and market approaches, and what client's are expecting
  • 3. Hot topics in Fair Value and Purchase Price Allocations.

Speaker(s):
Standard: $49.00

Forensic Mediation in a Matrimonial Matter - Perspective of a Judge and an Accountant

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1866

Complex matrimonial matters involve difficult discovery, accounting, valuation and settlement issues. Typically, settlement is not addressed until the assets have been identified and valued and the income has been determined. Forensic mediation involves a mediator early in the case and enables the stakeholders to address these issues in pieces.

Learning Outcomes:

  • The participants should understand forensic mediation and be able to apply the forensic mediation concepts and participate in forensic mediation.

Speaker(s):
Tags: Family Law
Standard: $49.00

Current Trends in Business Divorce Litigation

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1867

A review of issues encountered in business divorce for privately held companies. Discussion to include the unique attributes that arise from both the attorney and expert perspective in business divorce litigation. Topic to be covered include issues encountered in discovery to trial testimony; How to deal with discovery issues when representing Minority Owners, the impact of Negative Inferences, Valuation Issues and limitations under Stare Statutes and Case Law; Includes update on various case law and decisions for C-Corp, S-Corp, LLC's, LLP's and Joint Ventures.

The attendee will learn to:

  • Demonstrate and employ skills immediately in the attendees current cases.

Speaker(s):
Standard: $49.00

The Asset-Based Approach to Business Valuation

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1868

This session explains how the asset-based approach can be applied to value both operating companies and investment holding companies. This session describes how this approach concludes a marketable, controlling ownership interest. This session explains how the selected asset valuation methods and procedures can be applied to conclude either a going-concern value or a liquidation value of the subject business entity. And, this session presents illustrative examples of two common asset-based approaches valuation methods: (1) the asset accumulation method and (2) the adjusted net asset value method.

At the conclusion of this session, the attendee will be able to:

  • (1) understand when to apply the asset-based approach in a business valuation assignment
  • (2) distinguish between the asset-based approach to business valuation and the cost approach to property valuation
  • (3) analyze the conclusions of the asset-based approach with regard to 
    • (a) level of value concluded
    • (b) premise of value concluded
    • (c) income tax liability concluded, and (d) amount of goodwill concluded.

Speaker(s):
  • Robert F. Reilly, CPA, CGMA, ABV, CFF, ENROLLED AGENT, President/CEO/COO, Willamette Management Associates
Standard: $49.00

Don't Get Left Behind: How New Revenue GAAP Will Change All Financial Statements

Nov 7, 2018 11:55am ‐ Nov 7, 2018 1:10pm

Identification: FVC1869

This session an overview of the framework for revenue recognition. In addition, understanding the changes and new requirements is critical to forensic professionals evaluation of transactions. In addition, this session will provide an understanding of how the new guidance may impact the nature and scope of forensic investigative procedures as a result of new criteria for recognizing revenue and changes in disclosure requirements.

Learning Objectives:
1. Understand the new revenue recognition standard and core principals.
2. Identify areas of heightened risk/judgements that will need to be considered by forensic professionals.
3. Discuss likely trends in investigative techniques related to changes in the new revenue recognition standard.

Speaker(s):
Standard: $49.00
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