AICPA & CIMA

In today's rapidly evolving business landscape, business leaders cannot misunderstand the power of Artificial Intelligence (AI) and automation. Explore with us, how AI and automation can translate into tangible business value for privately held companies. Through real-world examples and practical insights, participants will gain an understanding of how technology applications can significantly influence growth strategies, business operations, customer and employee engagement, and financial performance. Learn and explore with us the vast opportunities to discover hidden business value.

Learning Objectives:

Recognize definitions and applications of Artificial Intelligence use cases
Choose implementation paths for deploying automation and Artificial Intelligence
Compare and associate potential business value gains when companies use of Artificial Intelligence
Analyze ethical considerations and risks when deploying Artificial Intelligence

Category: Concurrent Session

Update on Recent Valuation Cases

Nov 6, 2023 9:50am ‐ Nov 6, 2023 11:05am

Identification: FVC2304

This session will discuss recent court cases relating to valuation techniques and methodologies. The session will review the relevant details of recent cases and discuss how the cases may affect valuation professionals. The session will cover a variety of valuation cases including gift and estate tax, marital separation and shareholder disputes.

Learning Objectives:

Identify recent court cases that affect valuations
Analyze recent cases to identify pertinent valuation theories
Use valuation theory to discuss implications of recent court case decisions

Category: Concurrent Session

Into the Ether and Back Again: Tracing Cryptocurrency in Money Laundering

Nov 6, 2023 9:50am ‐ Nov 6, 2023 11:05am

Identification: FVC2305

Denise Harding, Forensic Accountant, and TJ Regan, Cyber Intelligence Specialist, work together to trace funds through FinTech accounts, traditional financial institutions, and cryptocurrency. Using examples from their joint investigations at NCIS, they will provide transactions from PayPal, Zelle, CashApp, traditional checking and credit card statements, and Bitcoin and Ether blockchains to demonstrate the flow of funds from one platform to another. Mr. Regan will discuss requesting transaction information from cryptocurrency exchanges and current cryptocurrency obfuscation techniques, including peel chains, bridges, mixers, chain hopping, and decentralized exchanges. Ms. Harding will discuss the application of money laundering statutes and how different transaction types and patterns are indicative of money laundering.

Learning Objectives:

Assess transactions in traditional financial and FinTech institutions to identify potential use of cryptocurrency.
Identify and assess information needed to trace funds through cryptocurrency blockchains and to assist in cryptocurrency address attribution.
Interpret cryptocurrency tracing charts to evaluate use of cryptocurrency obfuscation techniques.
Assess and evaluate indicative patterns of money laundering within cryptocurrency transactions and when exchanging funds between financial platforms.

Category: Concurrent Session

Which Hat Am I Wearing - The Psychology of Client Management

Nov 6, 2023 9:50am ‐ Nov 6, 2023 11:05am

Identification: FVC2307

As experts, we are responsible for complex accounting analyses , but we often find ourselves in a position of managing the human and emotional element of a stressful situation. We are more than just accounting experts, we are educators, process managers, anxiety counselors and objective truth-sayers. This session will discuss how to deal with difficult clients, navigate challenging situations and successfully manage client expectations, all while responding to case needs and meeting deadlines.

Learning Objectives:

Identify reasonable and appropriate responses in a variety of difficult client situations, and learn how and when to deliver them
Analyze a variety of tips and tricks of how to successfully manage client expectations including topics such as communications, billing and payment, and timing of deliverables
Distinguish the difference between managing difficult clients and the need to relieve a clients anxieties that are driven by a stressful situation

Category: Concurrent Session

Supporting Company Specific Risk and Reconciliation under ASC 805

Nov 6, 2023 11:30am ‐ Nov 6, 2023 12:45pm

Identification: FVC2308

The presentation will provide participants with an overview of current challenges for transaction-related valuations under ASC 805, with a focused dive into quantifying company-specific risk premiums and reconciling WACC, WARA, and IRR.

Learning Objectives:

Determine the changes that can be made to sensitize prospective financial information
Calculate a derisked PFI/forecast against peer data to support the company-specific risk premium
Analyze the relationship between WACC, WARA, and IRR for the implication to deal economics
Identify changes that can be made to reconcile WACC, WARA, and IRR, if needed

Category: Concurrent Session

Insights and Strategies to Navigate Common Issues in Business Valuation (repeated in #FVC2340)

Nov 6, 2023 11:30am ‐ Nov 6, 2023 12:45pm

Identification: FVC2309

A panel of BV Professionals share insights and alternative viewpoints regarding common issues and challenges encountered in various aspects of the appraisal process, with discussions ranging from engagement management to nuances encountered in estate and gift, compliance, divorce, M&A, and litigation. The panel will share experiences from the front lines as they unveil triumphs and missteps they have encountered throughout their journey.

Learning Objectives:

Compare and contrast the processes between different types of engagements
Analyze areas of professional judgment and bias that can influence the engagement
Identify and assess errors in the application of market, income, asset approach

Category: Concurrent Session

Preparing for Tomorrow’s Workforce

Nov 6, 2023 11:30am ‐ Nov 6, 2023 12:45pm

Identification: FVC2310

This session will focus on strategies related to building the workforce of tomorrow. Specifically, the panel will address the current state of the talent pipeline in valuation and forensic specialties and the evolution of today’s workface. The panel will explore how firms can increase success with recruiting new talent as well increase engagement with existing talent. In addition, the panel will explore the role of DEI programs in support of these efforts and discuss sample metrics organizations are establishing to track DEI progress.

Learning Objectives:

Identify existing challenges and roadblocks that have limited the pipeline of talent in the valuation and forensic specialties
Recognize ways that firms can adjust to the rapidly changing needs and demands of today’s workforce, including how DEI efforts could improve a firm’s success
Choose new ways to increase engagement with existing talent and prepare them for leadership roles
Analyze sample metrics organizations are establishing to track DEI progress

Category: Concurrent Session

Start Your Forensic Accounting Practice With Confidence

Nov 6, 2023 11:30am ‐ Nov 6, 2023 12:45pm

Identification: FVC2311

Attend this session to hear from a panel of experts who have experienced the challenges and rewards of starting their own forensic accounting practices. Our presenters will share with you the technical skills and non-technical skills that you should consider before starting your own practice. Participants will gain an understanding of the various areas of practice development that should be considered in order to confidently and successfully begin a forensic accounting practice.

Learning Objectives:

Recognize the need to develop a strong forensic accounting reputation
Recognize the need to build a network and develop your skillset
Identify challenges that may arise when starting a forensic accounting practice
Identify your specific characteristics that will set your brand apart, help you find your niche, and identify your target market

Category: Concurrent Session

Best Practices for Preventing Business Valuation, Forensic, and Litigation Support Claims

Nov 6, 2023 11:30am ‐ Nov 6, 2023 12:45pm

Identification: FVC2312

This presentation focuses on risk management best practices when conducting forensic accounting, business valuation and litigation support services. The session offers lessons gleaned from CAMICO’s decades-long history defending CPAs from claims and provides important dos and don’ts to protect CPAs and their clients. Participants will learn risk management steps and testifying tips to reduce or avoid professional liability exposure when practicing in these arenas.

Learning Objectives:

Identify risk management best practices when providing forensic accounting, business valuation, and litigation support services
Recall important dos and don’ts to protect CPAs and their clients during forensic, business valuation, and litigation support engagements
Recognize risk-based lessons learned from CAMICO claims history

Category: Concurrent Session

Employee Stock Option Plans - What Are They, How They Work, and Why You Should Care

Nov 6, 2023 1:45pm ‐ Nov 6, 2023 3:00pm

Identification: FVC2313

Employee Stock Ownership Plans (ESOPs) present a tremendous opportunity for CPA firms. Whether it is consulting, valuation, audit, or tax work, CPA firms will benefit from developing a knowledge-based ESOP practice. Class attendees will gain an understanding of ESOPs and how services they already provide can be tailored to this grow niche.

Learning Objectives:

Identify the different stages of an ESOP’s lifecycle.
Determine what services ESOPs need at each lifecycle stage.
Apply professional expertise to help ESOPs succeed.

Category: Concurrent Session

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