Forensic & Valuation Services Conference 2019


This includes sessions from the conference: Forensic & Valuation Services Conference 2019

Standard: $459.00

Products

Forensic ABCs - The Building Blocks of Successful Case Management

Preview Available

Forensic ABCs - The Building Blocks of Successful Case Management

Identification: FVC1902

No two litigation or forensic accounting engagements are the same. They often have multiple parties, varied allegations, possible counter-claims and a number of different financial issues. Having a methodical approach and well-structured organization will make it easier for you and your staff to quickly locate key records and maintain consistency across case files. Ultimately, you will be better-prepared for communication with your team and the clients, as well as the final reporting and testimony. Participants in this session will be equipped to:

Speaker(s):
Standard: $49.00

Best Practices In Financial Instruments

Preview Available

Best Practices In Financial Instruments

Identification: FVC1903

This presentation provides guidance on best practices when estimating the value of financial instruments such as debt, embedded derivatives, options, warrants, incremental borrowing rates, etc. That means identifying the appropriate model for the class of financial instrument, inputs needed, assumptions, use of judgement, as well as type of deliverables and new requirements related to deliverables.

Speaker(s):
Standard: $49.00

Business Interruption Accounting for Causality

Preview Available

Business Interruption Accounting for Causality

Identification: FVC1904

Often there is a need to consider causality in measuring business interruption losses. It may mean isolating the effects of wide-area damage caused by a disastrous catastrophe, accounting for changing economic conditions, or accounting for business model changes. This course will start with a precursor explaining the purpose of business interruption insurance policies and then advance to illustrate best practices in isolating cause and effect in measuring such losses.

Speaker(s):
Free

Lessons Appraisers Need to Know from Recent Delaware Valuation Cases

Preview Available

Lessons Appraisers Need to Know from Recent Delaware Valuation Cases

Identification: FVC1905

In the past four years, the Delaware Supreme Court has issued several major opinions that addressed transaction-related corporate valuations. The presentation will discuss these opinions, as well as numerous valuation-related Court of Chancery in the same period. It will contrast the Delaware courts’ views on arm’s-length transactions vs. related party transactions and will discuss the impact of those view on statutory appraisals. It will also discuss the courts’ views on valuation methods, with a focus on inputs into DCF calculations.

Speaker(s):
Standard: $49.00

Blockchain & Cryptocurrencies: Tracing Transactions

Preview Available

Blockchain & Cryptocurrencies: Tracing Transactions

Identification: FVC1906

The session will outline the technological, forensic, and legal tools available to trace and recover cryptocurrency.

Speaker(s):
  • Matt McGuire, CPA, CFF, CA, CCI, DIFA, CAMS, AMLP, Co-Founder and Practice Leader, The AML Shop
  • Gregory Azeff, Partner, Miller Thomson LLP
Standard: $49.00

Big Data & Patent Valuations

Preview Available

Big Data & Patent Valuations

Identification: FVC1907

Interpret the intersection of Big Data and patent valuation and ways to use Big Data to augment and defend patent valuation opinions.

Speaker(s):
Standard: $49.00

Implementing MPF CEIV

Preview Available

Implementing MPF CEIV

Identification: FVC1909

This session will provide information on how professionals and firms have been implementing the CEIV program into their practice. An emphasis will be on the Mandatory Performance Framework (MPF) and the Application of the MPF and how this has impacted and influenced both internal and external expectations.

Attendees will learn about:

Speaker(s):
Standard: $49.00

Forensic Accounting Experts in Corporate Investigations

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Forensic Accounting Experts in Corporate Investigations

Identification: FVC1910

A panel comprised of experienced practitioners discuss practical issues and potential pitfalls that arise in the context of internal investigations. The panel will offer insights on lessons learned in prior investigations and also discuss several investigations that suffered from serious missteps. This session will review the forensic accountants role in internal corporate investigations. It will explore how the forensic accountant works with In-House and Outside Counsel in these type of engagements. There will be an Outside Counsel and In-House Counsel co-presenting with the forensic accountant to ensure a view from the various perspectives of the scope, duties, and various tasks the forensic accountant my be asked to due by counsel. In addition, there will be a discussion of the legal framework and limitations that the forensic accountant needs to be aware of when assisting in internal corporate investigations.

Speaker(s):
Standard: $49.00

Neutralizing Damages for Tax Consequences

Preview Available

Neutralizing Damages for Tax Consequences

Identification: FVC1912

Courts have accepted the increase or “gross-up” of damages claims to account for an increase in taxes owed on a lump-sum award versus the taxes that would have been owed but-for the alleged wrongful act. The presentation will touch on supportive case law and methods for quantifying such impacts.

Speaker(s):
Standard: $49.00

Transaction Structures and Impact on Value

Preview Available

Transaction Structures and Impact on Value

Identification: FVC1913

Structuring a business sale transaction can affect the cash flow from a potential sale as well as the taxes that would be paid on a sale. The structure ultimately affects the value a buyer is willing to pay or a seller is willing to accept for a transaction. In this presentation you will learn about how the structure of a transaction could affect the ultimate cash flow a seller receives and impacts the price the parties negotiate.

Speaker(s):
  • Lisa Cribben, CPA, ABV, ASA, CMA, Partner, Valuation and Transaction Services, Wipfli LLP
  • Pamela Schneider, LL.M. (Taxation), Former Partner & Director of Estate Planning, Wipfli LLP
Standard: $49.00