Forensic & Valuation Services Conference 2018

FVC1856 - Lightning Round: Experts Go Toe-to-Toe on Key Tactics

Nov 7, 2018 8:55am ‐ Nov 7, 2018 10:10am


Description

Engage in dialogue with other experts to share best practices related to engagement letters, document retention, and report development. Have an opportunity to ask challenging questions of your peers to validate engagement methodologies and boundaries. After this session attendees will be better able to:
1. Understand emerging trends confronting other forensic and valuation services professionals.
2. Gain exposure to the practice management secrets of seasoned professionals, including considerations such as common types of referral sources and percentage of time devoted to marketing efforts.

Speaker(s):

  • Dave Duffus, CPA, ABV, CFF, Partner, Baker Tilly Virchow Krause, LLP
  • Joseph L. Leauanae, CPA, ABV, CFF, CITP, CFE, ASA, President, Anthem Forensics
  • Bradley J. Preber, CPA, CGMA, CFF, CFE, CCA, National Managing Partner, FVS, Grant Thornton LLP
  • Greg Regan, CPA, CFF, Partner, Hemming Morse

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