Thumbnail for 2023 AICPA & CIMA Forensic & Valuation Services Conference

2023 AICPA & CIMA Forensic & Valuation Services Conference

$45900
Standard Price

This includes sessions from the conference: 2023 AICPA & CIMA Forensic & Valuation Services Conference

Products

  • Thumbnail for Artificial Intelligence Amplified: Unleashing Hidden Value for Privately Held Companies
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Mark Stevens
    Mark Stevens, SixSigma-Blackbelt
    Principal, Wipfli LLP
    Speaker Image for Chris Volz
    Chris Volz, CPA/ABV/CFF, ASA
    Partner, Wipfli LLP
    $4900
    Standard Price
  • Thumbnail for Update on Recent Valuation Cases
    Date
    November 6, 2023

    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.

    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 David Consigli
    David E. Consigli, CPA, ABV, CDFA
    Partner, FAZCPAs
    $4900
    Standard Price
  • Thumbnail for Into the Ether and Back Again: Tracing Cryptocurrency in Money Laundering
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Denise Harding
    Denise R. Harding, CPA, CFF, CFE
    Forensic Accountant, Naval Criminal Investigative Service
    Speaker Image for Thomas Regan
    Investigative Computer Specialist, Naval Criminal Investigative Service (NCIS)
    $4900
    Standard Price
  • Thumbnail for A Case Study in How to Avoid Speculative Damages Models Involving Complex Contracts
    Date
    November 7, 2023

    In this breach of contract case study, our presenters discuss tips and recommendations for developing and executing a strategy to present both lost profits and disgorgement damages effectively to a jury. Participants will gain an understanding of how to analyze a breach of contract case for a plaintiff from the perspectives of both parties to the contract.

    Speakers

    Speaker Image for Stuart Harden
    Stuart H. Harden, CPA, CFF, CFE
    Partner, Hemming Morse, LLP
    Speaker Image for Dirk Paloutzian
    Sharehold, Baker Manock & Jensen, PC
    $4900
    Standard Price
  • Thumbnail for Which Hat Am I Wearing - The Psychology of Client Management
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Jolene Fraser
    Jolene Fraser, CPA, CFF, CFE
    Managing Director, Eisner Advisory Group LLC
    Speaker Image for Hubert Klein
    Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE
    Partner, Eisner Advisory Group, LLC
    $4900
    Standard Price
  • Thumbnail for Supporting Company Specific Risk and Reconciliation under ASC 805
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Ross McSwain
    Ross McSwain, ASA, ABV
    Senior Manager - Advisory Services, Grant Thornton
    Speaker Image for Charles Gallman
    Charles W. Gallman, CFA, CPA/ABV
    Managing Director - Advisory Services, Grant Thornton LLP
    Speaker Image for Maryellen Galuchie
    Managing Director, Grant Thornton
    $4900
    Standard Price
  • Thumbnail for Insights and Strategies to Navigate Common Issues in Business Valuation (repeated in #FVC2340)
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Jessica Landay
    Jessica Landay, ASA, ABV, CVA, MAFF
    Partner, Harper Hofer & Associates, LLC
    Speaker Image for Andrew Baum
    Andrew Baum, CPA/ABV/CFF
    Partner, Harper Hofer and Associates, LLP
    Speaker Image for Asif Charania
    Asif H. Charania, CPA, ABV, CFF, ASA
    Partner, Keiter Stephens Hurst Gary & Shreaves,P.C.
    Speaker Image for Paris Powell
    Paris E. Powell, CPA/ABV/CFF
    Shareholder, Business Valuation Practice Leader, Perkins & Co
    $4900
    Standard Price
  • Thumbnail for Preparing for Tomorrow’s Workforce
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Kirstine Fors
    Kirstine N. Fors, CPA/ABV. CVA
    Partner, Gross Mendelsohn & Associates
    Speaker Image for Brenda Wamala
    Brenda Wamala, ABV, CFE
    Manager, Blue & Co., LLC

    Moderator

    Speaker Image for Rumbi Petrozzello
    Rumbi Petrozzello, CPA/CFF, NACD.DC
    Head of Strategy, Consulting, Seramount
    $4900
    Standard Price
  • Thumbnail for Start Your Forensic Accounting Practice With Confidence
    Date
    November 6, 2023

    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.

    Speakers

    Speaker Image for Kenneth Rugeti
    Kenneth Rugeti, CPA, ABV, CFF
    Senior Managing Director, FTI Consulting
    Speaker Image for Jennifer Oyadomari
    Jennifer Oyadomari, CPA/ABV/CFF/CFE
    President, Forensic Solutions LLC
    Speaker Image for Frank Previti
    Frank Previti, CPA/CFF, CFE
    Director of Fraud, Forensics & Transaction Advisory Services, DiSanto Priest & Co.
    Speaker Image for Jordan Graves
    Jordan Graves, CPA, ABV, CFF
    Principal, Cooper Norman CPA's
    $4900
    Standard Price
  • Thumbnail for Best Practices for Preventing Business Valuation, Forensic, and Litigation Support Claims
    Date
    November 6, 2023

    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.

    Speaker

    Speaker Image for Duncan Will
    Duncan Will, CPA/ABV/CFF, CFE
    Accounting & Auditing Loss Prevention Specialist, CAMICO Mutual Insurance
    $4900
    Standard Price
  • Thumbnail for Employee Stock Option Plans - What Are They, How They Work, and Why You Should Care
    Date
    November 6, 2023

    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.

    Speaker

    Speaker Image for Greg Weiss
    Greg R. Weiss, MBA, CPA/CFF, CVA
    Partner, Harper Hofer & Associates, LLC
    $4900
    Standard Price
  • Thumbnail for Compliance Valuations and IRS's New $80 Billion Army
    Date
    November 6, 2023

    The IRS was to receive $80 billion dollars and add 87,000 employees over the next 10 years. This has been reduced by $20B. Mike takes a look at the IRS strategic plan, public information available from the Treasury Department and IRS, and shares with you his insights of what this may mean overall and with a specific look in more detail at the IRS Engineering Program where the business valuers are located as an example of implementation.

    Speaker

    Speaker Image for Michael Gregory
    Michael Gregory, ASA, CVA, Qualifiied Mediator MN Supreme Court
    Founder, Michael Gregory Consulting, LLC
    $4900
    Standard Price
  • Thumbnail for Data Modeling Made Easy: Supercharge Your Excel Spreadsheets
    Date
    November 6, 2023

    You don’t need a computer science degree to build a database for a complex data analysis. In this hands-on session, learn how to unlock Excel’s under-utilized data transformation and data analysis capabilities. With Excel’s Power Query and Power Pivot, you can perform more advanced tasks including data modeling, automation and business intelligence. Unlock Excel’s big data capabilities, where millions of lines of data can be loaded into a single spreadsheet.

    Speakers

    Speaker Image for Adam Karasick
    Senior Manager, Forensic Accounting & Data Analytics, EisnerAmper
    Speaker Image for Travis Armstrong
    Partner, Hemming Morse, LLP
    $4900
    Standard Price
  • Thumbnail for Improving the Presentation of Expert Opinions at Trial
    Date
    November 6, 2023

    While forensic accountants and damages experts may feel right at home with numbers and complex analyses, judges and juries do not. This presentation will focus on differences between expert analysis, reports and deposition testimony on the one hand, and effective trial testimony on the other. The session will include mock testimony demonstrating ineffective and effective approaches to educating the trier of fact.

    Speakers

    Speaker Image for Kenneth Rugeti
    Kenneth Rugeti, CPA, ABV, CFF
    Senior Managing Director, FTI Consulting
    Speaker Image for David Sugden
    Call & Jensen
    $4900
    Standard Price
  • Thumbnail for Current Trends in Portfolio Valuation
    Date
    November 6, 2023

    The alternative asset management industry has experienced significant growth over the past decade with current assets under management estimated to be more than $14 trillion. Valuation of such portfolio company investments present unique challenges in an ever-changing marketplace. In this webinar, we’ll examine the current industry trends and best practices regarding the valuation of investments in both equity and debt instruments of privately held enterprises for complying with ASC 946, Financial Services – Investment Companies, and applying ASC 820, Fair Value Measurement.

    Speakers

    Speaker Image for Sumeet Bhatnagar
    Managing Director, KPMG
    Speaker Image for Antonella Puca
    Antonella Puca, CPA/ABV, CFA
    Partner, BlueVal
    $4900
    Standard Price

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