Concurrent Plenary Sessions

Solid Numbers, Cutting Edge Methodology, and Thorough Research—Are They Enough to Persuade the Judges?

Tuesday, June 16
10:10 a.m.–11:50 a.m.
2 hours CPE
Being an effective expert in business valuation and financial forensics requires extensive education, training, and years of experience. Our profession is fortunate to have a wealth of leadership, empirical evidence, standards, education, and continually evolving methodology to provide us with the tools to effectively serve our clientele. Often, however, financial experts are challenged and frustrated when their best work is not enthusiastically embraced by the triers of fact (judge or jury). In this session, Judges Driscoll, Gonzalez, and Platt share their experiences with us and give us valuable insights on how our workproduct—our valuation and financial forensic opinions—can be more credible and more likely to prevail in the battle of the experts.

Who Should Attend:

CPAs, valuators, practitioners, etc.—anyone interested in developing and advancing their knowledge for this topic.

Program Level and Prerequisites:

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

Advanced Preparation:

None

Michael Kaplan

Michael  Kaplan

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Honorable Judge Timothy Sean Driscoll

Honorable Judge Timothy Sean  Driscoll

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Honorable Judge Elizabeth Gonzalez

Honorable Judge Elizabeth  Gonzalez

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Honorable Judge Steven I. Platt (Ret.)

Honorable Judge Steven I.   Platt (Ret.)

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Vision 2020—The Future of Our Profession and Your Role In It Z. Christopher Mercer

Friday, June 19
9:40 a.m.–11:20 a.m.
2 hours CPE
A confluence of trends is creating very real opportunities for the business appraisal profession. The number of public companies continues their decades-long shrinkage, and the barriers to “going public” continue to rise. This comes at a time when there is increasing privatization of businesses with massive amounts of private equity money looking for opportunities in the private world. To top all that, there will be a rising number of ownership and management transitions through sales of businesses or other forms of transfers. The market for the services of business appraisal and related services should be expanding.

Now combine these trends with the fact that the business appraisal profession is aging, at least at the upper end. Baby boomers will continue to age up and out into retirement in increasing numbers. With the markets we serve expanding, and the supply of senior appraisers declining, there should be major opportunities for the Millennials and Gen Xers who are following in the Age Wave. Now add in the coming changes in the business valuation professional association landscape—no one knows what will happen, but everyone knows things will change—and we will see changes that will help the younger generations of appraisers in their emergence. In this session, Chris Mercer will speak to the reality of this evolving marketplace for business appraisers. He will offer forecasts regarding the future and he will discuss strategies for maximizing your personal potential and your firm’s potential as we emerge into the next decade.

Who Should Attend:

CPAs, valuators, practitioners, etc.—anyone interested in developing and advancing their knowledge for this topic.

Program Level and Prerequisites:

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

Advanced Preparation:

None

Z. Christopher Mercer

Z. Christopher  Mercer

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