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Forensic & Valuation Services Conference 2018

FVC1824 - What FVS Professionals Need to Know about Succession Planning

Nov 5, 2018 5:25pm ‐ Nov 5, 2018 6:15pm

Standard: $49.00


This session will discuss why it's important to take initiative and be prepared. FVS is a fast growing field, but has big retirements and succession risks lurking! What can you do to prepare yourself if you are one that is exiting and one that is continuing on? This session will help map out key considerations.

  • Identify and align motivations of an exiting party and their successor in interest.
  • Determine and execute effective communication strategies around market partners (attorneys, etc.)
  • Differentiate succession risks and strategies between big firms vs. small firms.
  • Explain and adhere to best practices for ensuring transparency through the succession process.


  • Randie Dial, CPA, ABV, CFF, Managing Principal, CliftonLarsonAllen LLP
  • Michael Haugen, CPA, CFF, CFE, Vice President - Forensic Accounting, JS Held
  • Shaun Maloney, CPA, CGMA, ABV, CFF, CFA, Director, EisnerAmper LLP

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