Databases and Software Tips and Tricks

Learn to Effectively Use KeyValueData's 21 Databases to Find the Data You Need, Analyze It, and Incorporate It Into Your Valuation Report

Thursday, June 18
11:35 a.m.–1:15 p.m.
2 hours CPE
KeyValueData.com is one of the best values in the valuation world. There are 21 databases available from comparable transaction to peer group comparison to currated valuation articles and case law. The presenter will go through the uses, tips, traps, and analyzers at a basic level. This session will give attendees knowledge about the question, “What data and how much should I pay for it?” in a valuation practice.

After completing this session, attendees will be able to:

• Choose databases used in your practice based on value propositions
• Integrate analyzers into your work flow
• Employ search tips in the data bases
• Summarize free data that aids in a valuation practice

Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—2 hour(s)

Who Should Attend:

Anyone interested in learning to effectively use KeyValueData

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None


Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time

Thursday, June 18
1:30 p.m.–2:20 p.m.
1 hour CPE
Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—1 hour

Who Should Attend:

CPA Business Advisors, Management Consultants, Fractional CFOs, M&A Professionals, Personal and Financial Advisors working with business owners

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None


BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time

Thursday, June 18
3:20 p.m.–5:00 p.m.
2 hours CPE
Using BVM Pro, see how a computer software program can standardize and automate your practice valuation. Being able to customize the program adds flexibility not available in any other specialized program. Time savings are achieved through automation of repitive tasks. See how the simply automation of copy and paste can achieve greater efficiency and quality control. Don’t forget the report writer and how it saves time.

After completing this session, attendees will be able to:

• Explain how BVM Pro can create efficiency in the realization rate
• List the ways that better quality control can be achieved with standardization
• Judge the benefits of using the add-on report writer
• Explain how the additional data bases can save even more time on the engagement

Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—2 hour(s)

Who Should Attend:

Anyone interested in learning to utilize BVM Pro Software to save time

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None


Learn to Effectively Use KeyValueData's 21 Databases to Find the Data You Need, Analyze It, and Incorporate It Into Your Valuation Report

Thursday, August 6
11:35 a.m.–1:15 p.m.
2 hours CPE
KeyValueData.com is one of the best values in the valuation world. There are 21 databases available from comparable transaction to peer group comparison to currated valuation articles and case law. The presenter will go through the uses, tips, traps, and analyzers at a basic level. This session will give attendees knowledge about the question, “What data and how much should I pay for it?” in a valuation practice.

After completing this session, attendees will be able to:

• Choose databases used in your practice based on value propositions
• Integrate analyzers into your work flow
• Employ search tips in the data bases
• Summarize free data that aids in a valuation practice

Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—2 hour(s)

Who Should Attend:

Anyone interested in learning to effectively use KeyValueData

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None


Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time

Thursday, August 6
1:30 p.m.–2:20 p.m.
1 hour CPE
Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—1 hour

Who Should Attend:

CPA Business Advisors, Management Consultants, Fractional CFOs, M&A Professionals, Personal and Financial Advisors working with business owners

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None


BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time

Thursday, August 6
3:20 p.m.–5:00 p.m.
2 hours CPE
Using BVM Pro, see how a computer software program can standardize and automate your practice valuation. Being able to customize the program adds flexibility not available in any other specialized program. Time savings are achieved through automation of repitive tasks. See how the simply automation of copy and paste can achieve greater efficiency and quality control. Don’t forget the report writer and how it saves time.

After completing this session, attendees will be able to:

• Explain how BVM Pro can create efficiency in the realization rate
• List the ways that better quality control can be achieved with standardization
• Judge the benefits of using the add-on report writer
• Explain how the additional data bases can save even more time on the engagement

Total CPE: 2 hour(s)
Field(s) of Study: Computer Software and Applications—2 hour(s)

Who Should Attend:

Anyone interested in learning to utilize BVM Pro Software to save time

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None