Valuation Fundamentals for Software Companies

• Ross McSwain, Senior Manager - Advisory Services, Grant Thornton
• Charles W. Gallman, CFA, CPA/ABV, Managing Director - Advisory Services, Grant Thornton LLP

Primer on Valuing Non-Controlling interest (Minority Interest)

• Hubert Klein, CPA, ABV, CFF, CGMA, CVA, CFE, Partner, Eisner Advisory Group, LLC

Value drivers, rules of thumb, and why there are different considerations for certain industries (healthcare, banking, dealerships, construction)

• Lisa Cribben, CPA, ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs
• Brian Burns, CPA/ABV/CFF, ASA, MAFF, Partner, FORVIS LLP

Trade Names, Brands and Trademarks – Valuation of intangibles

• Paul Mandel, MBA CPA CBV CFF, Partner, RSM Canada

2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond

• Mr. Ronald L. Seigneur, MBA, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP

Valuing Complex Structures

• Oksana Westerbeke, CFA, Principal - CFO Advisory, Grant Thornton LLP
• Jared Hannon, CFA, CVA, Director, Grant Thornton LLP

Valuations for Gift and Estate Taxes: Review and Best Practices

• Natalya S. Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, Boyle, Deveny & Meyer PC
• Brian Burns, CPA/ABV/CFF, ASA, MAFF, Partner, FORVIS LLP

Cryptocurrencies and Crypto Companies: Regulatory Update and Valuation Challenges

• Antonella Puca, CPA/ABV, CFA, Partner, BlueVal
• Jay Baris, Partner, Sidley Austin LLP
• David Konop, MBA, ABV, Principal - Economic/Valuation Services, KPMG LLP

Insights and Strategies to Navigate Common Issues in Business Valuation (repeat of #FVC2309)

• Jordan Graves, CPA, ABV, CFF, Principal, Cooper Norman CPA's
• Ethan Lee, CPA, ABV, CFF, CM&AA, Partner, Valuation and M&A Advisory, Hemming Morse, LLP
• Monica Caswell, CPA, ABV, CFF, President, Forensic Accountants & Consultants, P.A.
• Mr. Andrew Baum, CPA/ABV/CFF, Partner, Harper Hofer and Associates, LLP

Valuation of private company SAFEs, convertible debt, and embedded derivatives

• Oksana Westerbeke, CFA, Principal - CFO Advisory, Grant Thornton LLP
• Jared Hannon, CFA, CVA, Director, Grant Thornton LLP