Business Valuation & Financial Litigation
Hybrid & Virtual Super Conference
Track Three (Thursday)
Environmental Social and Governance Dialogue: What Does it Mean for Private Companies
Thursday, August 18, 2022 9:20 a.m. - 11:00 a.m. MTInformation Forthcoming
Information Forthcoming
Total CPE: 2
Fields of Study: Accounting: 2
Program Level: None
Who Should Attend:
Information ForthcomingPrerequisites:
Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.Advanced Preparation:
None
Testifying Via Video: What you Need to Know
Thursday, August 18, 2022 11:20 a.m. - 12:10 p.m. MTThe COVID pandemic has accelerated the use of remote video technology in depositions, trial testimony, and court proceedings. Video communication is not necessarily better or worse than live oral performance, but it is undoubtedly a different medium that has different constraints and possibilities than live performance. This workshop, co-taught by anthropologist and trial consultant Sarah Murray and actor and trial consultant Andrew Caple-Shaw, gives a thorough overview of how to prepare yourself for effective testimony over video. Topics they will address include:
- The basics of dress, makeup, and lighting
- The role of practice
- How to relate to the camera and use your body within the space of the camera to communicate
- Using visuals on camera versus using them in person
- Keeping your listener’s attention in a virtual environment
After attending this session, you will be able to:
- Recognize technical basics of ensuring good video and sound
- Determine what colors to avoid wearing on camera
- Identify practical tips on how to keep listeners' attention, work with exhibits and visuals, and create a dynamic presentation in a virtual environment
Total CPE: 1
Fields of Study: Communications and Marketing: 1
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.
Who Should Attend:
Expert witnesses and anyone who regularly presents in a virtual environment will benefit by attending our session.Prerequisites:
None required. These overview programs may be appropriate for professionals at all organizational levels.Advanced Preparation:
NoneMiddle Market M&A Valuation: Stop Playing Checkers and Start Playing Chess
Thursday, August 18, 2022 1:00 p.m. - 2:40 p.m. MTMiddle Market M&A activity has exploded and is continuing to rise. This session will focus on the specific middle market space and valuation techniques, decisions, information, and actions that will likely be required during the merger or acquisition process.
After completion of this session attendees will be able to:
- Recognize the Middle Market M&A Outlook
- Create Value (Organic or Merger)
- Distinguish the types of M&A deals
- Explain to clients the importance of Fairness Opinions
- Identify whether it can be measured it is valuable: Measuring Value in M&A
Total CPE: 2
Fields of Study: Finance: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Who Should Attend:
This webinar is appropriate for professionals looking to expand their knowledge in middle market M&A, including valuators, business appraisers, accountants, financial officers, CEOs and CFOs.Prerequisites:
Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.Advanced Preparation:
None
Looking Different: Becoming Intentional with your Marketing Strategy
Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MTThe firm of tomorrow can attract key clients to them by embracing the notion that everything they learned about marketing was wrong. Learn how to shape an intentional marketing strategy to identify target clients and attract them to you.
After attending this session, you will be able to:
- Recognize the importance of creating a marketing strategy to target key clients
Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.
Who Should Attend:
Anyone who wants to attract the right client.Prerequisites:
None required. These overview programs may be appropriate for professionals at all organizational levels.Advanced Preparation:
None
An Exit Planning Market Update: Following the 2021 M&A Super-cycle
Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MTThis session will focus on providing attendees with an update on the exit planning marketplace. We will discuss how 2021 created the 'perfect storm' for exiting owners, leading to recording volume and pricing for business sale transactions. We will examine the triple-headwinds in 2022 of rising interest rates and inflation, the war in Ukraine, and the mid-term elections to give updated statistics, guidance, and perspective that attendees can use as they advise their business owner clients on exit plans.
After attending this session, you will be able to:
- Describe the market-forces that created a robust 2021 selling cycle for private businesses
- Explain how much of that momentum is carrying over into 2022
- Produce a detailed analysis on whether a recession is pending and how attendees can advise business owners considering the economic challenges ahead
Total CPE: 2
Fields of Study: Economics: 1, Finance: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
