Business App, Communication, and Practice Mgmt

Cloud Migration Best Practices—Practical Guidance for Sole Practitioners and Small Accounting Firms

Monday, June 15
11:45 a.m.–1:25 p.m.
2 hours CPE
This session will be based on a white paper the presenter is publishing, and will describe how a practitioner can cost-effectively deploy artificial intelligence to more effectively preserve their clients' confidentiality.

After completing this session, attendees will be able to:

• Define a data management policy for their practice
• Create and apply data management controls
• Utilize A.I. to help secure their clients' confidential information
• Employ the SOC Suite of Services to reduce their exposure

Total CPE: 2 hour(s)
Field(s) of Study: Behavioral Ethics—1 hour; Information Technology—1 hour

Who Should Attend:

CPAs, attorneys, and public practitioners

Program Level and Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.

Advanced Preparation:

none


The New Rules of Marketing—What's Working Now

Monday, June 15
11:45 a.m.–1:25 p.m.
2 hours CPE
As the marketplace has dramatically shifted towards a virtual working environment, many accounting and financial services firms have struggled to keep pace. In this session, Lee Frederiksen Ph.D. will breakdown the latest research on the state of the industry and provide practical marketing and business development directions firms can use to stay ahead of the curve.

Learning objectives:
• Recognize how essential digital marketing has become
• Gain insight from the practices of High Growth firms
• Develop adjustments each firm can make to their marketing and business development practices

Total CPE: 2 hour(s)
Field(s) of Study: Communications and Marketing—2 hour(s)

Who Should Attend:

Anyone interested in gaining a better understanding and improving digital marketing

Program Level and Prerequisites:

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

Advanced Preparation:

None


Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm

Monday, June 15
1:40 p.m.–2:30 p.m.
1 hour CPE
Growing your firm can be a roller coaster ride. There are highs where projects seem to come out of nowhere followed by low, flat, painful droughts that make you question your firm's very existence. In this session, the presenter will take you through in-depth examples of the work his professional service clients have done to build Never Ending Pipelines of opportunities and prospects.

After completing this session, attendees will be able to:

• Create a system for identifying your prospect's decision process for procuring services
• Utilize customer input to define pipeline stages to match their decision process
• Assemble your marketing vendor's effort for better outcomes
• Revise internal measurements and bring down your cost per opportunity

Total CPE: 1 hour(s)
Field(s) of Study: Business Management & Organization—1 hour

Who Should Attend:

CPAs, attorneys, marketers, and business development professionals.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


A New Way of Thinking, A New Path to Growth—Building Your Business in the New Decade

Monday, June 15
1:40 p.m.–2:30 p.m.
1 hour CPE
The presenter will reveal some of the key considerations for practice growth and success in the new decade. Business, as usual, is not “usual" anymore. Your choice is to change and get on the train of change or to get hit by the train of change as it accelerates. Stop collecting contact and start creating connections. Forget about marketing because it won’t help without a few key ingredients. And your website is probably turning business away. Let’s get your practice growth on an accelerated path by showing the keys to positioning and thought leadership and they apply to you in the coming decade.

After completing this session, attendees will be able to:

• Recognize what isn’t working and what to stop doing to grow your practice
• Utilize the keys to being seen as a thought leader in your market
• Determine the core tools, tactics and strategies you need have working for you to make it easy

Total CPE: 1 hour(s)
Field(s) of Study: Business Management & Organization—1 hour

Who Should Attend:

Everyone that wants to have a successful business and freedom

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


Normalizing Owner Compensation with RCReports Demonstration

Monday, June 15
3:30 p.m.–5:10 p.m.
2 hours CPE
This session explains the accepted methodologies for normalizing owner compensation in business valuations. The cost, market and income approaches will be explained with examples. Demonstrations of RCReports software will show how to obtain compensation data for each approach. Practical tips and recommendations for improving efficiencies, documenting analyses, avoiding common mistakes will also be provided.

After completing this session, attendees will be able to:

• Apply the methodologies for normalizing compensation of business owners and their family members
• Assess when and where each approach should be used
• Collect comparability data from RCReports
• Debate conclusions on this important and sensitive adjustment

Total CPE: 2 hour(s)
Field(s) of Study: Accounting—1 hour; Computer Software & Applications—1 hour

Who Should Attend:

Valuators and other advisors at all levels of experience.

Program Level and Prerequisites:

Update: Learning activity level that provides a general review of new developments.

Advanced Preparation:

None


Never Waste A Good Crisis—Create a Minimum Viable Service

Monday, June 15
3:30 p.m.–5:10 p.m.
2 hours CPE
Looking back on the history of “traditional” BVFLS work, we’ve enjoyed the long-time luxury of complacency. And basically, we’ve gotten by, even flourished, by providing services that are primarily:
• Completed one-to-one (we can’t resell a report to another client);
• Performed once-and-done (we have few repeat clients); and
• Offered all-or-nothing (we only promote/sell a BVFLS service).

If the current COVID-19 crisis has revealed one thing, it’s the importance of having long-standing and ongoing client and referral source relationships—and having more than one service to offer them!

And as the country returns to a new normal, leads, prospects, clients, and referral sources will remember those practitioners who said they were working from home and that their firms were operational. But what they will remember more is if you were able to help them get through the crisis. And it likely wasn’t your “emergency” valuation they needed (or could afford). It could have been your minimum viable service (MVS) that kept them operational—if you had one.

What is a MVS? It is selling the life raft, not the yacht. Something that if a prospect or client or referral source called you and said, “I need help solving X problem,” you’d say, “Of course I can do that.” Even though it’s not listed as something you do on your website or LI profile—because you never thought to list it … until now.

Also, a MVS gives prospects and clients and referral sources an interesting option. An option that can change their mindsets FROM “Do I want to work with you?” TO “How do I want to work with you?” Makes sense, right?!

Benefits of Presentation:
The big benefit of attending this session is getting the pathway for adopting your new mindset. One that will allow you to pivot your marketing, protect your cash flow, and profit from your services—in any economy—by creating your MVS (or services).

Why should you bother? Well …
• If this chaos is resolved in the short term, you’ll have a new, ongoing MVS you can offer to past and future valuation and non-valuation clients.
• If the crisis persists, you’ll have an easier-to-sell MVS that can generate cash flow right now while you continue to prospect for your traditional BVFLS work.

Either way, you’ll create something valuable and tangible that can grease the wheels with prospects, clients, and referral sources so they remember you and the assistance you were able to offer … and be more willing to sign on to your higher-priced valuation services when the time is right.

After completing this session, attendees will be able to:

• Describe a BVFLS challenge/opportunity model that will motivate you to step up, not step back
• Describe a leadership model that will show you the 3 shifts you need to make to crisis-proof your practice
• Describe a buyer psychology model that will help you understand why prospects don’t buy
• Describe a marketing model to brainstorm MVS ideas for your practice area or industry niche
• Describe a MVS opportunity model that can estimate revenue based on LinkedIn search results
• List examples of minimum viable services that other practitioners are implementing


Total CPE: 2 hour(s)
Field(s) of Study: Accounting—1 hour; Communications and Marketing—1 hour

Who Should Attend:

Appraisers caught flat-footed during the current Covid crisis because they did not have an alternative BVFLS service to market and sell to prospects, clients, or referral sources.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


Ooops! How to Avoid a Trip to the Ethics Committee

Monday, June 15
5:25 p.m.–6:15 p.m.
1 hour CPE
This session will show a variety of problems in appraisal reports yielding a spurious or unsupported conclusion of value. Each of the examples shown will be from certified appraisers/analysts who either didn't understand the subject business or made problematic calculations without understanding appraisal theory. Review suggestions will be discussed that should help to catch embarrassing errors before attorney or IRS analysis that would cause a referral to NACVA sources for incompetence.

After completing this session, attendees will be able to:

• Assess how careless mistakes can be avoided
• Recognize the thought process necessary to reach a conclusion of value

Total CPE: 1 hour(s)
Field(s) of Study: Behavioral Ethics—1 hour

Who Should Attend:

All certified and uncertified members doing business valuation reports

Program Level and Prerequisites:

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

Advanced Preparation:

None


So You Think You Can Write—A Practical Guide to Creating Reports And Other Business Communication

Tuesday, June 16
12:05 p.m.–1:45 p.m.
2 hours CPE
Other than public speaking, the one business activity that causes stress, anxiety, and feelings of inadequacy in most people is writing. As valuation professionals, the need to write clearly and concisely is important whether you are creating a report for a client, giving your opinion in a legal matter, or developing marketing material for your business. This session will provide you with tips, guidelines, and other resources that allow you to concentrate on your message and not obsess over the chore. After attending this session, participants will have a better understanding of how to prepare for projects that involve writing. They be provided with a “toolbox” of resources that will assist them with editing and proofing their work. They will also have a format to use to get started on engagement letters, reports, and other written forms of communication.

After completing this session, attendees will be able to:

• Create a plan for writing projects
• Indicate the traps that can sabotage communications
• Recognize the need for good copy editing and proof reading skills
• Analyze their own work better
• Create crisp, readable, and error free work

Total CPE: 2 hour(s)
Field(s) of Study: Business Management & Organization—1 hour; Communications and Marketing—1 hour

Who Should Attend:

CPAs, attorneys, practitioners, and new 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


Dealing with Cybersecurity Risk in Business Valuation

Tuesday, June 16
2:45 p.m.–3:35 p.m.
1 hour CPE
Most valuation professionals don't consider cybersecurity risk during the valuation process. Cybersecurity risk potentially can have a significant impact on value and valuators need to both understand and assess this risk. This session will discuss real world situations where cybersecurity risk was ignored and created very significant problems, and a ten question checklist to assess the risk.

After completing this session, attendees will be able to:

• Demonstrate why cybersecurity should now be a key consideration in any business valuation
• Distinguish types of business valuations that can be affected by cybersecurity issues
• Analyze real life examples of the effect of cybersecurity on valuations
• Explain benefits to clients and valuators by considering cybersecurity in valuations
• Explain benefits to valuators by considering cybersecurity in valuations
• List ten questions to ask in every valuation engagement to assess cybersecurity risk

Total CPE: 1 hour(s)
Field(s) of Study: Information Technology—1 hour

Who Should Attend:

Professionals responsible for the valuation of all types of businesses.

Program Level and Prerequisites:

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

Advanced Preparation:

None


Red Flags to Fraud/Misrepresentation in a Small Business Valuation

Tuesday, June 16
3:50 p.m.–5:30 p.m.
2 hours CPE
When conducting a valuation of a small business it is always possible the owner or owner’s representatives might provide false information, either intentionally or unintentionally, in an attempt to influence the valuation number. What are some of the red flags that valuators should be alert to? Not every valuation professional can be an expert on fraud, but it is still necessary to be alert for the red flags that a small business owner might be providing misleading information in order to influence a valuator’s opinion. We will review the standards for properly preparing a small business valuation report. The program will cover the basic items a valuator should be aware of in order to ensure an inaccurate valuation opinion is not provided.

After completing this session, attendees will be able to:

• Identify red flags in a small business valuation
• Identify standards for preparing a small business valuation

Total CPE: 2 hour(s)
Field(s) of Study: Auditing—2 hour(s)

Who Should Attend:

This course would be appropriate for CFOs, CEOs, CPAs, CFEs, CFFs, CIAs, MAFFs, CVAs, ABVs, CMAs, business owners, business managers, internal auditors, external auditors, corporate accountants, government accountants and risk management personnel.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

Attendees must have a basic understanding of how to perform a business valuation. Having a CVA or equivalent designation would be appropriate preparation.


Determining Consequential Damages—Lost Business Value vs. Lost Profits

Tuesday, June 16
5:45 p.m.–6:35 p.m.
1 hour CPE
The session will review the determination of consequential damages in the form of lost business value versus lost profits.

After completing this session, attendees will be able to:

• Identify major issues that differentiate consequential damages in the form of lost business value versus lost profits
• Assess examples determining how to calculate consequential damages in the form of lost business value versus lost profits
• Describe causation, tax affecting issues, and mitigation
• Evaluate applicable court cases

Total CPE: 1 hour
Field(s) of Study: Accounting—1 hour

Who Should Attend:

Anyone interested in gaining a better understanding and improving digital marketing

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


Cloud Migration Best Practices—Practical Guidance for Sole Practitioners and Small Accounting Firms

Monday, August 3
11:45 a.m.–1:25 p.m.
2 hours CPE
This session will be based on a white paper the presenter is publishing, and will describe how a practitioner can cost-effectively deploy artificial intelligence to more effectively preserve their clients' confidentiality.

After completing this session, attendees will be able to:

• Define a data management policy for their practice
• Create and apply data management controls
• Utilize A.I. to help secure their clients' confidential information
• Employ the SOC Suite of Services to reduce their exposure

Total CPE: 2 hour(s)
Field(s) of Study: Behavioral Ethics—1 hour; Information Technology—1 hour

Who Should Attend:

CPAs, attorneys, and public practitioners

Program Level and Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.

Advanced Preparation:

none


The New Rules of Marketing—What's Working Now

Monday, August 3
11:45 a.m.–1:25 p.m.
2 hours CPE
As the marketplace has dramatically shifted towards a virtual working environment, many accounting and financial services firms have struggled to keep pace. In this session, Lee Frederiksen Ph.D. will breakdown the latest research on the state of the industry and provide practical marketing and business development directions firms can use to stay ahead of the curve.

Learning objectives:
• Recognize how essential digital marketing has become
• Gain insight from the practices of High Growth firms
• Develop adjustments each firm can make to their marketing and business development practices

Total CPE: 2 hour(s)
Field(s) of Study: Communications and Marketing—2 hour(s)

Who Should Attend:

Anyone interested in gaining a better understanding and improving digital marketing

Program Level and Prerequisites:

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

Advanced Preparation:

None


Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm

Monday, August 3
1:40 p.m.–2:30 p.m.
1 hour CPE
Growing your firm can be a roller coaster ride. There are highs where projects seem to come out of nowhere followed by low, flat, painful droughts that make you question your firm's very existence. In this session, the presenter will take you through in-depth examples of the work his professional service clients have done to build Never Ending Pipelines of opportunities and prospects.

After completing this session, attendees will be able to:

• Create a system for identifying your prospect's decision process for procuring services
• Utilize customer input to define pipeline stages to match their decision process
• Assemble your marketing vendor's effort for better outcomes
• Revise internal measurements and bring down your cost per opportunity

Total CPE: 1 hour(s)
Field(s) of Study: Business Management & Organization—1 hour

Who Should Attend:

CPAs, attorneys, marketers, and business development professionals.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


A New Way of Thinking, A New Path to Growth—Building Your Business in the New Decade

Monday, August 3
1:40 p.m.–2:30 p.m.
1 hour CPE
The presenter will reveal some of the key considerations for practice growth and success in the new decade. Business, as usual, is not “usual" anymore. Your choice is to change and get on the train of change or to get hit by the train of change as it accelerates. Stop collecting contact and start creating connections. Forget about marketing because it won’t help without a few key ingredients. And your website is probably turning business away. Let’s get your practice growth on an accelerated path by showing the keys to positioning and thought leadership and they apply to you in the coming decade.

After completing this session, attendees will be able to:

• Recognize what isn’t working and what to stop doing to grow your practice
• Utilize the keys to being seen as a thought leader in your market
• Determine the core tools, tactics and strategies you need have working for you to make it easy

Total CPE: 1 hour(s)
Field(s) of Study: Business Management & Organization—1 hour

Who Should Attend:

Everyone that wants to have a successful business and freedom

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


Normalizing Owner Compensation with RCReports Demonstration

Monday, August 3
3:30 p.m.–5:10 p.m.
2 hours CPE
This session explains the accepted methodologies for normalizing owner compensation in business valuations. The cost, market and income approaches will be explained with examples. Demonstrations of RCReports software will show how to obtain compensation data for each approach. Practical tips and recommendations for improving efficiencies, documenting analyses, avoiding common mistakes will also be provided.

After completing this session, attendees will be able to:

• Apply the methodologies for normalizing compensation of business owners and their family members
• Assess when and where each approach should be used
• Collect comparability data from RCReports
• Debate conclusions on this important and sensitive adjustment

Total CPE: 2 hour(s)
Field(s) of Study: Accounting—1 hour; Computer Software & Applications—1 hour

Who Should Attend:

Valuators and other advisors at all levels of experience.

Program Level and Prerequisites:

Update: Learning activity level that provides a general review of new developments.

Advanced Preparation:

None


Future-Proof Your Practice—Create a Minimum Viable Service

Monday, August 3
3:30 p.m.–5:10 p.m.
2 hours CPE
Looking back on the history of “traditional” BVFLS work, we’ve enjoyed the long-time luxury of complacency. And basically, we’ve gotten by, even flourished, by providing services that are primarily:
• Completed one-to-one (we can’t resell a report to another client);
• Performed once-and-done (we have few repeat clients); and
• Offered all-or-nothing (we only promote/sell a BVFLS service).

If the current Covid crisis has revealed one thing, it’s the importance of having long-standing and ongoing client and referral source relationships—and having more than one service to offer them—in any crisis!

And as the country returns to a new normal, leads, prospects, clients, and referral sources will remember those practitioners who said they were working from home and that their firms were operational. But what they will remember more is if you were able to help them get through the crisis. And it likely wasn’t your “emergency” valuation they needed (or could afford). It could have been your minimum viable service that kept them operational—if you had one.

What is a MVS? It is selling the lifeboat, not the yacht. Something that if a prospect or client or referral source called you and said, “I need help solving X problem,” you’d say, “Of course I can do that.” Even though it’s not listed as something you do on your website or LI profile—because you never thought to list it … until now.

Also, a MVS gives prospects and clients and referral sources an interesting option. An option that can change their mindsets FROM “Do I want to work with you?” TO “How do I want to work with you?” Makes sense, right?!

Benefits of Presentation:
The big benefit of attending this webinar is getting the pathway for adopting your new mindset. One that will allow you to pivot your marketing, protect your cash flow, and profit from your services—in any economy—by creating your MVS (or services).

Why should you bother? Well …
If this chaos is resolved in the short term, you’ll have a new, ongoing MVS you can offer to past and future valuation and non-valuation clients.
If the crisis persists, you’ll have an easier-to-sell MVS that can generate cash flow right now while you continue to prospect for your traditional BVFLS work.

Either way, you’ll create something valuable and tangible that can grease the wheels with prospects, clients, and referral sources so they remember you and the assistance you were able to offer … and be more willing to sign on to your higher-priced valuation services when the time is right.

After completing this session, attendees will be able to:

• Describe a BVFLS challenge/opportunity model that will motivate you to step up, not step back
• Describe a leadership model that will show you the 3 shifts you need to make to crisis-proof your practice
• Describe a marketing model to brainstorm MVS ideas for your practice area or industry niche
• List examples of minimum viable services that other practitioners are implementing

Total CPE: 2 hour(s)
Field(s) of Study: Accounting—1 hour; Communications and Marketing—1 hour

Who Should Attend:

Appraisers caught flat-footed during the current Covid crisis because they did not have an alternative BVFLS service to market and sell to prospects, clients, or referral sources.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None


Ooops! How to Avoid a Trip to the Ethics Committee

Monday, August 3
5:25 p.m.–6:15 p.m.
1 hour CPE
This session will show a variety of problems in appraisal reports yielding a spurious or unsupported conclusion of value. Each of the examples shown will be from certified appraisers/analysts who either didn't understand the subject business or made problematic calculations without understanding appraisal theory. Review suggestions will be discussed that should help to catch embarrassing errors before attorney or IRS analysis that would cause a referral to NACVA sources for incompetence.

After completing this session, attendees will be able to:

• Assess how careless mistakes can be avoided
• Recognize the thought process necessary to reach a conclusion of value

Total CPE: 1 hour(s)
Field(s) of Study: Behavioral Ethics—1 hour

Who Should Attend:

All certified and uncertified members doing business valuation reports

Program Level and Prerequisites:

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

Advanced Preparation:

None


So You Think You Can Write—A Practical Guide to Creating Reports And Other Business Communication

Tuesday, August 4
12:05 p.m.–1:45 p.m.
2 hours CPE
Other than public speaking, the one business activity that causes stress, anxiety, and feelings of inadequacy in most people is writing. As valuation professionals, the need to write clearly and concisely is important whether you are creating a report for a client, giving your opinion in a legal matter, or developing marketing material for your business. This session will provide you with tips, guidelines, and other resources that allow you to concentrate on your message and not obsess over the chore. After attending this session, participants will have a better understanding of how to prepare for projects that involve writing. They be provided with a “toolbox” of resources that will assist them with editing and proofing their work. They will also have a format to use to get started on engagement letters, reports, and other written forms of communication.

After completing this session, attendees will be able to:

• Create a plan for writing projects
• Indicate the traps that can sabotage communications
• Recognize the need for good copy editing and proof reading skills
• Analyze their own work better
• Create crisp, readable, and error free work

Total CPE: 2 hour(s)
Field(s) of Study: Business Management & Organization—1 hour; Communications and Marketing—1 hour

Who Should Attend:

CPAs, attorneys, practitioners, and new 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


Dealing with Cybersecurity Risk in Business Valuation

Tuesday, August 4
2:45 p.m.–3:35 p.m.
1 hour CPE
Most valuation professionals don't consider cybersecurity risk during the valuation process. Cybersecurity risk potentially can have a significant impact on value and valuators need to both understand and assess this risk. This session will discuss real world situations where cybersecurity risk was ignored and created very significant problems, and a ten question checklist to assess the risk.

After completing this session, attendees will be able to:

• Demonstrate why cybersecurity should now be a key consideration in any business valuation
• Distinguish types of business valuations that can be affected by cybersecurity issues
• Analyze real life examples of the effect of cybersecurity on valuations
• Explain benefits to clients and valuators by considering cybersecurity in valuations
• Explain benefits to valuators by considering cybersecurity in valuations
• List ten questions to ask in every valuation engagement to assess cybersecurity risk

Total CPE: 1 hour(s)
Field(s) of Study: Information Technology—1 hour

Who Should Attend:

Professionals responsible for the valuation of all types of businesses.

Program Level and Prerequisites:

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

Advanced Preparation:

None


Red Flags to Fraud/Misrepresentation in a Small Business Valuation

Tuesday, August 4
3:50 p.m.–5:30 p.m.
2 hours CPE
When conducting a valuation of a small business it is always possible the owner or owner’s representatives might provide false information, either intentionally or unintentionally, in an attempt to influence the valuation number. What are some of the red flags that valuators should be alert to? Not every valuation professional can be an expert on fraud, but it is still necessary to be alert for the red flags that a small business owner might be providing misleading information in order to influence a valuator’s opinion. We will review the standards for properly preparing a small business valuation report. The program will cover the basic items a valuator should be aware of in order to ensure an inaccurate valuation opinion is not provided.

After completing this session, attendees will be able to:

• Identify red flags in a small business valuation
• Identify standards for preparing a small business valuation

Total CPE: 2 hour(s)
Field(s) of Study: Auditing—2 hour(s)

Who Should Attend:

This course would be appropriate for CFOs, CEOs, CPAs, CFEs, CFFs, CIAs, MAFFs, CVAs, ABVs, CMAs, business owners, business managers, internal auditors, external auditors, corporate accountants, government accountants and risk management personnel.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

Attendees must have a basic understanding of how to perform a business valuation. Having a CVA or equivalent designation would be appropriate preparation.


Determining Consequential Damages—Lost Business Value vs. Lost Profits

Tuesday, August 4
5:45 p.m.–6:35 p.m.
1 hour CPE
The session will review the determination of consequential damages in the form of lost business value versus lost profits.

After completing this session, attendees will be able to:

• Identify major issues that differentiate consequential damages in the form of lost business value versus lost profits
• Assess examples determining how to calculate consequential damages in the form of lost business value versus lost profits
• Describe causation, tax affecting issues, and mitigation
• Evaluate applicable court cases

Total CPE: 1 hour
Field(s) of Study: Accounting—1 hour

Who Should Attend:

Anyone interested in gaining a better understanding and improving digital marketing

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None