In today's times, change is all around us - personally and in the workplace. How do you leverage your career and business development while learning and adapting to a new normal - or, rather, the evolving new normal.
Business owners' management of the relationships among executives, board members, and shareholders can be an after-thought until disputes arise at which point the cost and risk to the business and its owners may be severe. Forensic accountants and valuation professionals can play an important role in assisting business owners and their counsel in the evidentiary and valuation aspects of these matters. This session will highlight the legal elements to shareholder oppression disputes and the limitations of certain perceived protective measures. The session will then address the roles of financial experts, investigations into oppressive conduct, and valuations. The session will close with case studies and examples for practical insights.
Experienced trial counsel and consultants will share successful strategies that have helped experts in complex damages cases testify more persuasively at trial. This panelists will discuss how experts can present damages as a compelling story and how they can effectively use graphics to help jurors better understand complex damages concepts and calculations.
Healthcare valuations require an appraiser to understand the various regulations that only impact healthcare valuation, the trends in the healthcare market, and other healthcare specific terminology and nuances. this session to provide an appraiser an introduction to the various considerations an appraiser that works in this space needs to understand.
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 cover a mix of commercial damages and intellectual property cases.
Working capital analyses is an often under looked component of preparing a credible business valuation which can have a very large impact on the ultimate conclusion of valuation reached. Two experienced practitioners will guide the audience through the application of working capital principles beginning with the basic origins and theory of the concepts. The session will include a discussion of various sources of data available for use in the analyses. The session will also include real world examples using different methodologies and a discussion of best practices.
Risk assessments are part of the discipline of risk management, where enhanced frameworks and techniques have emerged. Risk management comprises the identification, assessment, and prioritization of risks followed by the coordinated and efficient use of resources to monitor, minimize, and otherwise control the impact of the risks on the organization.
Risks arise in many forms and can range from uncertainty in financial markets, operational failures, natural disasters, and pandemics, to legal liabilities and reputational harms.
This session will focus on fraud risk assessment and how to conduct the assessment and how to use it effectively.
COVID-19 has had a profound and ongoing impact on financial markets and economies around the world. The recession that ensued was the worst since World War 2, but the recovery has been fast by historical patterns in places like the U.S. and China, due to the unprecedent support provided by monetary and fiscal policies. This session covers some of those trends and their impact on cost of capital assumptions and related valuation considerations.
For experts, it is critical to understand the interplay of the various standards and state statutes that impact our practice. Navigating these standards and professional ethics at times can be challenging. This course will bring clarity by highlighting the overlap of the AICPA Code of Professional Conduct, state statutes, SSVS and SSFS. After attending this program, participants will be able to prepare to answer deposition questions relative to code of professional conduct, identify ethical issues with opposing expert reports, recognize when SSFS #1 applies, and how to avoid ethical issues in practice.