Event Program

* 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
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
How the Subsequent Event Standards Impact Your Business Valuation in Light of COVID-19
Marc Bello
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
Building Blocks to Prepare the Valuation Report
Ron Rudich
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
COVID-19 Issues Impacting the IRS
Mike Gregory
Pending 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
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
Normalizing Owner Compensation with RCReports
Paul Hamann, Stephen Kirkland
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
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
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
Disruption and Opportunity in CPA Firm M&A
John Bly, Bob Lewis, Bobby Riesterer
Pending 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
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
Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm
Greg Chambers
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
Testing, Validating, and Support Company Specific Risk—"Do We Have a Philosopher's Stone?"
Lari Masten
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
ESOP—Disrupting the Exit Strategy Platform
Stephen White
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
Mitigating Risk of Business E-mail Compromise
Dorothy Haraminac
Pending Business Valuation Healthcare Financial Reporting Exit Planning/M&A Financial Litigation/
Expert Witness
Practice Management Current Trends