Forensic & Valuation Services Conference 2020
This includes sessions from the conference: Forensic & Valuation Services Conference 2020
Products
IdentificationFVC2003DateNovember 9, 2020Social media investigations help us locate key information for their cases, including discovering assets, finding motivation behind criminal activity and background data to complete the picture of their target. In this session, we will expand on the basics of social media investigations and learn the tools used outside of North America. Together we will go beyond Facebook to learn what networks are popular in Europe, Asia, South America and other parts of the world, to equip the examiner for deeper global investigations.Speaker
Cynthia Hetherington, MLS, MSM, CFE, CIIPresident, Hetherington Group$49Standard Price
IdentificationFVC2002DateNovember 9, 2020In this session, participants will review a search for transactions from popular databases and walk-through the proper way to apply transactions data in a valuation. Discussions to include how similar should guideline transactions be applied in a valuation, the use of statistics if there is enough data, and the pros and cons of the transaction method like bias, incomplete date, dated date.Speakers
Karolina Calhoun, CPA, ABV, CFFSenior Vice President, Mercer CapitalGary R. Trugman, CPA, ABV, ASA, MVSPresident, Trugman Valuation Associates, Inc.$49Standard Price
IdentificationFVC2004DateNovember 9, 2020Discussion of the rules in federal and state courts governing the admissibility of expert witness opinions. Looking at real life trial examples, the session will explain the gatekeeping function of judges and how to navigate these challenges.Speakers
Kenneth Rugeti, CPA, ABV, CFFSenior Managing Director, FTI ConsultingCall & Jensen$49Standard Price
IdentificationFVC2006DateNovember 9, 2020Nearly everyone uses Excel, but how much of its vast functionality do you really know? This session will provide you with ideas for more intermediate and advanced usage of this common spreadsheet tool and help you to get more efficient and effective with it along the way. Examples of common data normalizing and cleansing techniques, along with more advanced Excel functionality like pivot tables, lists and conditional formatting will be fully explored. You will have the ability to follow along and try everything in real time with real data. While you may not become a data ninja during this mini session, you will take home some great new ideas you'll be able to use and implement right away when you return from the conference.Speakers
Matt Storlie, CFE, CIDAManager, Forensics & Litigation Services, Wipfli LLPTravis Armstrong, CPA, CFFPartner, Hemming Morse, LLP$49Standard Price
IdentificationFVC2005DateNovember 9, 2020A discussion of recent case law in gift and estate tax valuation arena. Review of common gift and estate tax valuation issues and case law regarding marketability discounts, tax-affecting, valuation approaches, arbitrage, bona fide transfer issues, and promissory notes valuation. An update of AICPA Gift and Estate Practice Aid.Speakers
Natalya S. Abdrasilova, CPA/ABV, MAFF, CVADirector of Valuation & Litigation Services, Boyle, Deveny & Meyer PCChris Mercer, FASA, CFA, ABARChair, Mercer Capital$49Standard Price
IdentificationFVC2009DateNovember 9, 2020The MPF/AMPF can be applied to most every type of valuation engagement. The speakers will walk you through their common-sense approach to integrating the MPF/AMPF into their practice and provide suggestions as to what you might do to ensure consistent compliance within your firm.Speakers
Nancy M. Czaplinski, CPA, ABV, CGMA, ASA, CFAManaging Director, Duff & Phelps LLCDuff & Phelps LLC$49Standard Price
IdentificationFVC2010DateNovember 9, 2020Whether intentional or not, sometimes false, incomplete, and/or misleading information is produced by a policyholder in pursuit of a business interruption loss claim. Spotting erroneous data, and navigating what comes next, can pose as a challenge to a financial damage's expert tasked with measuring the loss. For any practitioner involved in measuring business interruption loss claims, this course will cover duties and best practices for sniffing out policyholder misrepresentations, including key factors to consider when navigating these scenarios with clients.Speaker
Michael Haugen, CPA, CFF, CFEVice President - Forensic Accounting, JS Held$49Standard Price
IdentificationFVC2007DateNovember 9, 2020Market multiples are often touted by buyers and sellers in negotiating prices for mergers and acquisitions. Appraisers use the market approach, but often limit the number of transactions they consider due to companies not be "similar enough" and may discount the approach all together to rely only on the income approach. This session will discuss the importance of considering the market approach alongside the income approach and how to use the market approach by expanding your definition of "similar".Speaker
Lisa Cribben, CPA, ABV, ASA, CMAPartner, Valuation and Transaction Services, Hawkins Ash CPAs$49Standard Price
IdentificationFVC2008DateNovember 9, 2020The starting point for most lost profits damages calculations is the estimation of revenues that would have been earned in the "but-for" world. Tools to make these estimates include the before-and-after method, the yardstick method, and others. This session will explore the use of regression (and similar statistical analyses) in estimating but-for revenues. The discussion will address, at a summary level what a regression does and represents, when regression is and is not well suited to the task, concerns and how to address them, a review of relevant case law, and a case study to show how to implement and perform regression analysis (e.g., which software packages are available, and the limitations of some of them).
Speakers
Christian Tregillis, CPA, ABV, CFF, CLPPartner, Hemming Morse, LLPChairman, Epsilon Economics$49Standard Price
IdentificationFVC2011DateNovember 9, 2020
Representations and warranties insurance has become a common alternative or supplement to seller indemnity for representation and warranty breaches. By attending this course, you will learn:Speakers
Bradley W. Boudouris, CPASenior Director, Alvarez & Marsal Disputes and Investigations, LLCKristy L. Serviss, CPA, CFEManaging Director, KPMGKelly J. Nickerson, CPA, CFEManaging Director, FTI Consulting$49Standard Price
IdentificationFVC2012DateNovember 9, 2020The session will explore the provisions of SubChapter V and the implications to debtors considering its use.
Speakers
Kenneth DeGraw, CPA CFF CFE CFPPartner, WithumSmith+Brown, PCPartner, Finance & Acquisitions, Davis Graham & Stubbs LLP$49Standard Price
IdentificationFVC2013DateNovember 9, 2020The starting point for most lost profits damages calculations is the estimation of revenues that would have been earned in the "but-for" world. Tools to make these estimates include the before-and-after method, the yardstick method, and others. This session will explore the use of benchmarking/the yardstick method in estimating but-for revenues. The discussion will address an overview of the yardstick method and how it works, strengths and weaknesses, presentation in a report, deposition, and trial, use of other methods in combination with the yardstick method, a case law review, and a case study to show how to implement and perform this type of analysis.
Speakers
Christian Tregillis, CPA, ABV, CFF, CLPPartner, Hemming Morse, LLPAssociate Attorney, Winston & Strawn LLP$49Standard Price
IdentificationFVC2014DateNovember 9, 2020This session will discuss current developments in the ESOP valuation arena including the effect of the Pizzella v. Vinoskey and Brundle case on valuation calculations. We will discuss the implications of control premiums and discounts in valuing ESOP stock. We will also address commonly encountered conflicts in ESOP-related litigation.Speakers
Natalya S. Abdrasilova, CPA/ABV, MAFF, CVADirector of Valuation & Litigation Services, Boyle, Deveny & Meyer PCSteven L. York, CPA/ABV/CEIV, CGMA, ASA, CBAExecutive Vice President, Stern Brothers Valuation Advisors$49Standard Price
IdentificationFVC2016DateNovember 9, 2020Session covers adapting your FVS practice in a remote environment. The session will review the transition to virtual litigation engagements and cover tips and considerations when conducting litigation matters. The session will also review the pivot within practice management as it relates to team structure and marketing.
Speakers
Nicole D. Lyons, CPA/CFF, CVAPartner, WithumSmith+Brown, PCHubert Klein, CPA, ABV, CFF, CGMA, CVA, CFEPartner, Eisner Advisory Group, LLC$49Standard Price
IdentificationFVC2017DateNovember 9, 2020Join four valuation experts for as they provide multiple perspectives on timely issues and valuation considerations in the COVID-19 environment. COVID-19 has impacted businesses and industries in various ways, meaning there is no one size fits all approach. Submit burning questions in advance to gain perspective from valuation experts.
Speakers
Mark L. Zyla, CPA, ABV, CFFManaging Director, Zyla Valuation Advisors, LLCJames R. Hitchner, CPA/ABV/CFFManaging Director, Financial Valuation AdvisorsLisa Cribben, CPA, ABV, ASA, CMAPartner, Valuation and Transaction Services, Hawkins Ash CPAsHarold G. Martin Jr., CPA/ABV/CFF, ASA, CFEPartner, Keiter$49Standard Price
