2022 AICPA & CIMA Forensic & Valuation Services Conference

Nov 14, 2022 ‐ Nov 16, 2022


This includes sessions from the conference: 2022 AICPA & CIMA Forensic & Valuation Services Conference

Standard: $ 459.00

Products

Opening Remarks | Chairs' Welcome & Introductions | Recent Government Enforcement Actions and the Role of the Forensic Accountant

Preview Available

Opening Remarks | Chairs' Welcome & Introductions | Recent Government Enforcement Actions and the Role of the Forensic Accountant

Nov 14, 2022 8:00am ‐ Nov 14, 2022 9:25am

Current and former senior members of the U.S. Securities and Exchange Commission's Enforcement Division will discuss recent SEC enforcement actions with a focus on matters involving financial reporting, digital assets and gatekeepers.  In addition, the panel will discuss their views on the roles of forensic accountants in both the government and private sectors.

Speaker(s):

Tags:

Forensic
Standard: $ 49.00

Opening Remarks | Chairs' Welcome & Introductions | Cost of Capital Ramifications of the Russia-Ukraine War and Global Inflationary Pressures

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Opening Remarks | Chairs' Welcome & Introductions | Cost of Capital Ramifications of the Russia-Ukraine War and Global Inflationary Pressures

Nov 14, 2022 8:00am ‐ Nov 14, 2022 9:25am

Global inflationary pressures in the post-pandemic recovery have forced major central banks to raise interest rates. Russia’s invasion of Ukraine and the protracted war in the region have added further pressure to global agricultural and other commodity prices. Both events have led to progressively weaker growth forecasts for the U.S. and other economies. This session will discuss how these events have impacted cost of capital assumptions and how valuations may be impacted as a result.

Speaker(s):

Tags:

Valuation
Standard: $ 49.00

Gear Up for Forensic Success!

Preview Available

Gear Up for Forensic Success!

Nov 14, 2022 9:50am ‐ Nov 14, 2022 11:05am

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.

Speaker(s):

Tags:

Forensic
Standard: $ 49.00

Annual Damages Case Law Update

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Annual Damages Case Law Update

Nov 14, 2022 9:50am ‐ Nov 14, 2022 11:05am

The presentation will cover highlights from this year's Annual Damages Case Law Update, along with an overview of the growing repository of case law briefs being accumulated for AICPA FVS members. The case law update will focus on expert admissibility and cover a mix of commercial damages and intellectual property cases.

Speaker(s):

Tags:

Forensic
Standard: $ 49.00

Personal vs Enterprise Goodwill: How the Analysis Lies Within the Facts

Preview Available

Personal vs Enterprise Goodwill: How the Analysis Lies Within the Facts

Nov 14, 2022 9:50am ‐ Nov 14, 2022 11:05am

We've been taught case law and the methodologies, but, what about addressing how matters vary so, so much from one to the other? How is case law relevant when it is not comparable? Practical approaches and best practices.

Speaker(s):

Tags:

Valuation
Standard: $ 49.00

Forensic and Valuation Experts in a Shareholder Dispute: How Two Experts Look at the Same Data Differently

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Forensic and Valuation Experts in a Shareholder Dispute: How Two Experts Look at the Same Data Differently

Nov 14, 2022 9:50am ‐ Nov 14, 2022 11:05am

Litigation matters often have a need for multiple experts with varying skillsets and expertise. These experts are often relying on the same data and information but viewing it from a different perspective. There is often a need for experts to rely on each other’s testimony as well. This session will explore how two experts look at the same data differently as well as exploring the risks of varying assumptions and reliance on another expert’s work.

Speaker(s):

Tags:

Both
Standard: $ 49.00

Is Reasonable Compensation Really Reasonable?

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Is Reasonable Compensation Really Reasonable?

Nov 14, 2022 9:50am ‐ Nov 14, 2022 11:05am

Discussion to include: (1) When to adjust for reasonable compensation, (2) Double dip issues, (3) Sources for reasonable comp, and how to use appropriately, (4) Discussion of whether BV experts are qualified to opine to reasonable comp

Speaker(s):
  • Neil J. Beaton, CPA/ABV/CFF, CFA, ASA, Managing Director, A&M
  • Jessica Landay, ASA, ABV, CVA, MAFF, Business Appraiser/Forensic Accountant, Harper Hofer & Associates, LLC

Tags:

Valuation
Standard: $ 49.00

Post-acquisition Clean-up: Reps & Warranty Claims to Fraud Litigation

Preview Available

Post-acquisition Clean-up: Reps & Warranty Claims to Fraud Litigation

Nov 14, 2022 11:30am ‐ Nov 14, 2022 12:45pm

With the proliferation in M&A activity, it is critical that forensic accountants have an understanding of deal-specific representations and warranties, and how those concepts work in practice. Attendees will develop an understanding of how forensic accountants can assist buyers, sellers, and insurers navigate the considerations and practicalities of working through breaches of representations and warranties. This session will explore the conceptual framework of representations and warranties, emphasize the most common financial and accounting areas of concern, discuss the impact of representation and warranty insurance products, and identify additional actions (e.g., fraud claims) that often accompany an R&W claim.

Speaker(s):

Tags:

Forensic
Standard: $ 49.00

Complex Business Asset Tracing – Separate or Marital PLUS Active or Passive

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Complex Business Asset Tracing – Separate or Marital PLUS Active or Passive

Nov 14, 2022 11:30am ‐ Nov 14, 2022 12:45pm

Divorce, or other litigation - implied in title but a complex topic to address the source of funds and the analysis for active or passive based on multi-entity ownership including related party and GP/LP ownerships

Speaker(s):

Tags:

Both
Standard: $ 49.00

Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today

Preview Available

Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today

Nov 14, 2022 11:30am ‐ Nov 14, 2022 12:45pm

In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony.

Speaker(s):

Tags:

Valuation
Standard: $ 49.00