Thumbnail for Forensic & Valuation Services Conference 2020

Forensic & Valuation Services Conference 2020

$459
Standard Price

This includes sessions from the conference: Forensic & Valuation Services Conference 2020

Products

  • Thumbnail for Advanced Global Due Diligence with Social Media
    Identification
    FVC2003
    Date
    November 9, 2020
    Social 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

    Speaker Image for Cynthia Hetherington
    Cynthia Hetherington, MLS, MSM, CFE, CII
    President, Hetherington Group
    $49
    Standard Price
  • Thumbnail for Transaction Method - Maneuvering the Databases
    Identification
    FVC2002
    Date
    November 9, 2020
    In 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

    Speaker Image for Karolina Calhoun
    Karolina Calhoun, CPA, ABV, CFF
    Senior Vice President, Mercer Capital
    Speaker Image for Gary Trugman
    Gary R. Trugman, CPA, ABV, ASA, MVS
    President, Trugman Valuation Associates, Inc.
    $49
    Standard Price
  • Thumbnail for Beyond Daubert: Navigate Rules of Evidence to Ensure Opinions are Admitted
    Identification
    FVC2004
    Date
    November 9, 2020
    Discussion 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

    Speaker Image for Kenneth Rugeti
    Kenneth Rugeti, CPA, ABV, CFF
    Senior Managing Director, FTI Consulting
    Speaker Image for David Sugden
    Call & Jensen
    $49
    Standard Price
  • Thumbnail for Interactive Hands-On Techniques with Excel
    Identification
    FVC2006
    Date
    November 9, 2020
    Nearly 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

    Speaker Image for Matt Storlie
    Matt Storlie, CFE, CIDA
    Manager, Forensics & Litigation Services, Wipfli LLP
    Speaker Image for Travis Armstrong
    Partner, Hemming Morse, LLP
    $49
    Standard Price
  • Thumbnail for Advanced Valuation Issues in Gift and Estate Tax
    Identification
    FVC2005
    Date
    November 9, 2020
    A 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

    Speaker Image for Natalya Abdrasilova
    Natalya S. Abdrasilova, CPA/ABV, MAFF, CVA
    Director of Valuation & Litigation Services, Boyle, Deveny & Meyer PC
    Speaker Image for Chris Mercer
    Chris Mercer, FASA, CFA, ABAR
    Chair, Mercer Capital
    $49
    Standard Price
  • Thumbnail for Integrating the MPF/AMPF Within Your Practice
    Identification
    FVC2009
    Date
    November 9, 2020
    The 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

    Speaker Image for Nancy Czaplinski
    Nancy M. Czaplinski, CPA, ABV, CGMA, ASA, CFA
    Managing Director, Duff & Phelps LLC
    Speaker Image for Myron Marcinkowski
    Duff & Phelps LLC
    $49
    Standard Price
  • Thumbnail for Business Interruption Loss - Sniffing out Misrepresentations
    Identification
    FVC2010
    Date
    November 9, 2020
    Whether 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

    Speaker Image for Michael Haugen
    Michael Haugen, CPA, CFF, CFE
    Vice President - Forensic Accounting, JS Held
    $49
    Standard Price
  • Thumbnail for Market Approach: How Similar is Too Similar
    Identification
    FVC2007
    Date
    November 9, 2020
    Market 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

    Speaker Image for Lisa Cribben
    Lisa Cribben, CPA, ABV, ASA, CMA
    Partner, Valuation and Transaction Services, Hawkins Ash CPAs
    $49
    Standard Price
  • Thumbnail for Revenue Estimation Case Study: Regression
    Identification
    FVC2008
    Date
    November 9, 2020

    The 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

    Speaker Image for Christian Tregillis
    Christian Tregillis, CPA, ABV, CFF, CLP
    Partner, Hemming Morse, LLP
    Speaker Image for Mohan Rao
    Chairman, Epsilon Economics
    $49
    Standard Price
  • Thumbnail for Representations & Warranties Insurance:  An Overview and the Role of the Practitioner
    Identification
    FVC2011
    Date
    November 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

    Speaker Image for Bradley Boudouris
    Senior Director, Alvarez & Marsal Disputes and Investigations, LLC
    Speaker Image for Kristy Serviss
    Managing Director, KPMG
    Speaker Image for Kelly Nickerson
    Managing Director, FTI Consulting
    $49
    Standard Price
  • Thumbnail for Implications and Opportunities Utilizing the New SubChapter V Bankruptcy
    Identification
    FVC2012
    Date
    November 9, 2020

    The session will explore the provisions of SubChapter V and the implications to debtors considering its use.

    Speakers

    Speaker Image for Kenneth DeGraw
    Kenneth DeGraw, CPA CFF CFE CFP
    Partner, WithumSmith+Brown, PC
    Speaker Image for Adam Hirsch
    Partner, Finance & Acquisitions, Davis Graham & Stubbs LLP
    $49
    Standard Price
  • Thumbnail for Revenue Estimation Case Study: Benchmarking and Yardstick Method
    Identification
    FVC2013
    Date
    November 9, 2020

    The 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

    Speaker Image for Christian Tregillis
    Christian Tregillis, CPA, ABV, CFF, CLP
    Partner, Hemming Morse, LLP
    Speaker Image for Sean Anderson
    Associate Attorney, Winston & Strawn LLP
    $49
    Standard Price
  • Thumbnail for Current Conditions in the Administration and Valuations of ESOPs
    Identification
    FVC2014
    Date
    November 9, 2020
    This 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

    Speaker Image for Natalya Abdrasilova
    Natalya S. Abdrasilova, CPA/ABV, MAFF, CVA
    Director of Valuation & Litigation Services, Boyle, Deveny & Meyer PC
    Speaker Image for Steven York
    Steven L. York, CPA/ABV/CEIV, CGMA, ASA, CBA
    Executive Vice President, Stern Brothers Valuation Advisors
    $49
    Standard Price
  • Thumbnail for Adapting Your Practice in a Virtual Environment
    Identification
    FVC2016
    Date
    November 9, 2020

    Session 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

    Speaker Image for Nicole Lyons
    Nicole D. Lyons, CPA/CFF, CVA
    Partner, WithumSmith+Brown, PC
    Speaker Image for Hubert Klein
    Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE
    Partner, Eisner Advisory Group, LLC
    $49
    Standard Price
  • Thumbnail for COVID-19 Impact: Valuation Roundtable
    Identification
    FVC2017
    Date
    November 9, 2020

    Join 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

    Speaker Image for Mark Zyla
    Mark L. Zyla, CPA, ABV, CFF
    Managing Director, Zyla Valuation Advisors, LLC
    Speaker Image for James Hitchner
    James R. Hitchner, CPA/ABV/CFF
    Managing Director, Financial Valuation Advisors
    Speaker Image for Lisa Cribben
    Lisa Cribben, CPA, ABV, ASA, CMA
    Partner, Valuation and Transaction Services, Hawkins Ash CPAs
    Speaker Image for Harold Martin
    Harold G. Martin Jr., CPA/ABV/CFF, ASA, CFE
    Partner, Keiter
    $49
    Standard Price

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