Financial Valuation
Virtual Conference

Event Program

Full Conference Registration

Á La Carte Session Registration available as noted in the agenda below.
Registration Fees: $95 Members; $105 Non-Members for one or two hour sessions.
No discounts available on Individual Sessions. If you have registered for the full conference do not register for individual sessions, you will be provided session selection options seperately.

* All times are Eastern Time

Monday, December 7, 2020

9:30 a.m.–6:15 p.m. 8 Hrs CPE

Current Update in Valuations (CUV)

Tuesday, December 8, 2020

SESSION TRACKS	Track One—Best Practices in Business Valuation	Track Two	Track Three
9:40–10:30 a.m. 1 Hr CPE	Keynote: Inside the Buyer's Brain Lee Frederiksen
10:30–10:45 a.m.	Break
10:45 a.m.–12:25 p.m. 2 Hrs CPE	The Income Approach, including the Capitalized Cash Flow Method and the Discounted Cash Flow Method Jim Hitchner		Regulatory Overview for Valuation Professionals Jessica Bailey-Wheaton, Todd Zigrang Purchase Individual Session
12:25–12:40 p.m.	Break
12:40–2:20 p.m. 2 Hrs CPE	Cost of Capital Jim Hitchner	Understanding the New Subchapter V Small Business Bankruptcy Process Michael Pakter Purchase Individual Session	How the Subsequent Event Standards Impact Your Business Valuation in Light of COVID-19 Marc Bello Purchase Individual Session
2:20–3:00 p.m.	Lunch
3:00–4:40 p.m. 2 Hrs CPE	Growth Rates Jim Hitchner	Survival in Court—Five Ways an Industry Expert can Bolster the Credibility of Your Opinions Brian Dillard, Michael Kaplan Purchase Individual Session	Building Blocks to Prepare the Valuation Report Ron Rudich Purchase Individual Session
4:40–4:55 p.m.	Break
4:55–6:35 p.m. 2 Hrs CPE	Case Study and Sample Report Jim Hitchner	Marital Spending and Income Analysis Hubert Klein Purchase Individual Session	COVID-19 Issues Impacting the IRS Mike Gregory Purchase Individual Session

Business Valuation

Healthcare

Financial Reporting

Exit Planning/M&A

Financial Litigation/ Expert Witness

Practice Management

Current Trends

Wednesday, December 9, 2020

SESSION TRACKS	Track One—Best Practices in Business Valuation	Track Two	Track Three
9:40–10:30 a.m. 1 Hr CPE	Keynote: The Year that was COVID-19 Roger Grabowski Purchase Individual Session
10:30–10:45 a.m.	Break
10:45 a.m.–12:25 p.m. 2 Hrs CPE	The Market Approach, including the Guideline Company Transactions Method and the Guideline Public Company Method Jim Hitchner	Managing Business Interruptions and Lost Profits Engagements Kerrie Merrifield Purchase Individual Session	Normalizing Owner Compensation with RCReports Paul Hamann, Stephen Kirkland Purchase Individual Session
12:25–12:40 p.m.	Break
12:40–2:20 p.m. 2 Hrs CPE	Pass-Through Entities, including Tax Affecting and Pass-Through Entities Premium Models Jim Hitchner	Audit Evidence vs. Forensic Evidence Francisco "Frank" Rosillo Purchase Individual Session
2:20–3:00 p.m.	Lunch
3:00–4:40 p.m. 2 Hrs CPE	Business Valuation and COVID-19 Jim Hitchner		Beyond the Numbers—Using Psychology Hacks to Influence Outcomes Cristina L. Filippo, T.J. Liles-Tims Purchase Individual Session
4:40–4:55 p.m.	Break
4:55–6:35 p.m. 2 Hrs CPE	Case Study and Sample Report Jim Hitchner	Fundamentals of Financial Modeling and Forecasting Mark Shirley Purchase Individual Session	Disruption and Opportunity in CPA Firm M&A John Bly, Bob Lewis

Business Valuation

Healthcare

Financial Reporting

Exit Planning/M&A

Financial Litigation/ Expert Witness

Practice Management

Current Trends

Thursday, December 10, 2020

SESSION TRACKS	Track One—Best Practices in Business Valuation	Track Two	Track Three
9:40–10:30 a.m. 1 Hr CPE	What Can Valuation Analysts Learn from Behavioral Economists? Travis Harms Purchase Individual Session
10:30–10:45 a.m.	Break
10:45 a.m.–12:25 p.m. 2 Hrs CPE	Discounts and Premiums, including Discounts for Lack of Marketability Jim Hitchner	Considering Fraud in PPP and EIDL Loans when Conducting a Business Valuation Dr. Robert K. Minniti Purchase Individual Session	Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm Greg Chambers Purchase Individual Session
12:25–12:40 p.m.	Break
12:40–2:20 p.m. 2 Hrs CPE	Discounts and Premiums, including Lack of Control and Control Premiums Jim Hitchner	Playin' by the Rules Dealing with Federal Rules of Evidence and Civil Procedure Zach Meyers Purchase Individual Session	Testing, Validating, and Support Company Specific Risk—"Do We Have a Philosopher's Stone?" Lari Masten Purchase Individual Session
2:20–3:00 p.m.	Lunch
3:00–4:40 p.m. 2 Hrs CPE	Business Valuation Standards Jim Hitchner	Monte Carlo Simulation—Assessing a Reasonable Degree of Certainty David Solis Purchase Individual Session	ESOP—Disrupting the Exit Strategy Platform Stephen White Purchase Individual Session
4:40–4:55 p.m.	Break
4:55–6:35 p.m. 2 Hrs CPE	Case Study and Sample Report Jim Hitchner	Qui argentum, et investigandis Darrell D. Dorrell Purchase Individual Session	Mitigating Risk of Business E-mail Compromise Dorothy Haraminac Purchase Individual Session

Business Valuation

Healthcare

Financial Reporting

Exit Planning/M&A

Financial Litigation/ Expert Witness

Practice Management

Current Trends