This includes sessions from the conference: Forensic & Valuation Services Conference 2020
Preview Available
Identification: FVC2004
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.
Speaker(s):
Preview Available
Identification: FVC2002
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.
Speaker(s):
Preview Available
Identification: FVC2006
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.
Speaker(s):
Preview Available
Identification: FVC2005
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.
Speaker(s):
Preview Available
Identification: FVC2003
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.
Speaker(s):
Preview Available
Identification: FVC2009
The MPF/AMPF can be applied to most every type of valuation engagement. The speakers will walk you through their common-sense approach to integrating the MPF/AMPF into their practice and provide suggestions as to what you might do to ensure consistent compliance within your firm.
Speaker(s):
Preview Available
Identification: FVC2010
Whether intentional or not, sometimes false, incomplete, and/or misleading information is produced by a policyholder in pursuit of a business interruption loss claim. Spotting erroneous data, and navigating what comes next, can pose as a challenge to a financial damage's expert tasked with measuring the loss. For any practitioner involved in measuring business interruption loss claims, this course will cover duties and best practices for sniffing out policyholder misrepresentations, including key factors to consider when navigating these scenarios with clients.
Speaker(s):
Preview Available
Identification: FVC2007
Market multiples are often touted by buyers and sellers in negotiating prices for mergers and acquisitions. Appraisers use the market approach, but often limit the number of transactions they consider due to companies not be "similar enough" and may discount the approach all together to rely only on the income approach. This session will discuss the importance of considering the market approach alongside the income approach and how to use the market approach by expanding your definition of "similar".
Speaker(s):
Preview Available
Identification: FVC2008
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 regression (and similar statistical analyses) in estimating but-for revenues. The discussion will address, at a summary level what a regression does and represents, when regression is and is not well suited to the task, concerns and how to address them, a review of relevant case law, and a case study to show how to implement and perform regression analysis (e.g., which software packages are available, and the limitations of some of them).
Speaker(s):
Preview Available
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: