Event Program

Times shown are in Eastern Time*
Sessions and Presenters subject to change.

Monday, June 15, 2020
 
10:30—10:40 a.m. Welcome!
Conference Chairs/Committee
10:40—11:30 a.m.
1 Hr CPE
Around the Valuation World Morning Show
Around the Valuation World Correspondents
11:30—11:45 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
Moderated by Jessica Bailey Wheaton and Todd Zigrang
SESSION
TRACKS
Business Applications, Communication, and Practice Management Specialty Areas of Practice Healthcare
11:45 a.m.—1:25 p.m.
2 Hrs CPE
Cloud Migration Best Practices—Practical Guidance for Sole Practitioners and Small Accounting Firms
Ben Podraza
The New Rules of Marketing—What's Working Now
Lee Frederiksen
Emerging Issues in the Cannabis and Hemp Industries—Hot Buttons, Lessons Learned, and Trap Doors
Ryan Cram, Ron Seigneur
Regulatory Overview for Valuation Professionals
Healthcare Experts Panel
1:25—1:40 p.m. BREAK
1:40—2:30 p.m.
1 Hr CPE
A New Way of Thinking, A New Path to Growth—Building Your Business in the New Decade
Mel Abraham
Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm
Greg Chambers
Information Forthcoming The Due Diligence Imperative in the Era of Value-Based Reimbursement
Healthcare Experts Panel
2:30—3:30 p.m. LUNCH BREAK
3:30—5:10 p.m.
2 Hrs CPE
Normalizing Owner Compensation with RCReports Demonstration
Paul Hamann, Stephen Kirkland
So You Think You Can Write—A Practical Guide to Creating Reports and Other Business Communication
Nancy McCarthy
Calculating Lost Earnings or Lost Economic Support for Truck Drivers
Shannon Shipp
The Valuation of Healthcare Enterprises in a Changing Reimbursement Environment
Healthcare Experts Panel
5:10—5:25 p.m. BREAK
5:25—6:15 p.m.
1 Hr CPE
Ooops! How to Avoid a Trip to the Ethics Committee
Robert Schlegel
  How to Value and Sell a Content or SaaS Business
Thomas Smale
Stark Law Modernization—The Healthcare Valuation Implications
Healthcare Experts Panel
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Tuesday, June 16, 2020
 
10:00—10:10 a.m. Welcome!
Conference Chairs/Committee
10:10—11:50 a.m.
2 Hrs CPE
Solid Numbers, Cutting Edge Methodology, and Thorough Research—Are They Enough to Persuade the Judges?
Moderated by Michael Kaplan; Panel: Honorable Judge Timothy S. Driscoll, Honorable Judge Elizabeth Gonzalez, Honorable Judge Steven I. Platt (Ret.)
11:50 a.m.—12:05 p.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE
Moderated by Jessica Bailey Wheaton and Todd Zigrang
SESSION
TRACKS
Business Applications, Communication, and Practice Management Specialty Areas of Practice Healthcare
12:05—1:45 p.m.
2 Hrs CPE
Information Forthcoming Bitcoin: An Intro to Crypto
Dorothy Haraminac
Competitive Forces in the Healthcare Industry
Healthcare Experts Panel
1:45—2:45 p.m. LUNCH BREAK
2:45—3:35 p.m.
1 Hr CPE
Dealing with Cybersecurity Risk in Business Valuation
Raymond Hutchins, Dave Miles
Working Together—Valuations for Financial Reporting Intertwine the Tangible and Intangible
Douglas Krieser
Development of a Commercial Reasonableness Opinion
Healthcare Experts Panel
3:35—3:50 p.m. BREAK
3:50—5:30 p.m.
2 Hrs CPE
Red Flags to Fraud/Misrepresentation in a Small Business Valuation
Dr. Robert K. Minniti
Becoming a Strategic Growth Consultant
John Leonetti, George Sandmann
Technological Advancements in the Healthcare Industry
Healthcare Experts Panel
5:30—5:45 p.m. BREAK
5:45—6:35 p.m.
1 Hr CPE
Determining Consequential Damages Lost Business—Value vs. Lost Profits
Mark Norris
Hypothetically Speaking
Bill Ditty
Valuation Implications of COVID-19
Healthcare Experts Panel
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Wednesday, June 17, 2020
 
8:30—8:40 a.m. Welcome!
NACVA Headquarters
8:40—10:20 a.m.
2 Hrs CPE
Industry Standards and Ethics
Mark Kucik , C. Zachary Meyers, Carl Steffen
(Additional Registration Fee Required)
10:20—10:35 a.m. BREAK
SESSION
TRACKS
Current Update in Valuations (CUV) Symposium
(Additional Registration Fee Required)
10:35 a.m.—12:15 p.m.
2 Hrs CPE
Current Update in Valuations
12:15—12:30 p.m. BREAK
12:30—2:10 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
2:10—3:10 p.m. LUNCH BREAK
3:10—4:50 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
4:50—5:05 p.m. BREAK
5:05—6:45 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Thursday, June 18, 2020
 
8:30—8:40 a.m. Welcome!
Conference Chairs/Committee
8:40—9:30 a.m.
1 Hr CPE
Around the Valuation World Morning Show
Around the Valuation World Correspondents
9:30—9:40 a.m. BREAK
9:40—11:20 a.m.
2 Hrs CPE
KEYNOTE: Partnership is the New Leadership Cultivating Commitment, Collaboration, and Consensus
Ty Bennett
11:20—11:35 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
(Co-Sponsored by ValuSource)
SESSION
TRACKS
Business Applications, Communication, and Practice Management Current Trends Databases and Software Tips and Tricks
11:35 a.m.—1:15 p.m.
2 Hrs CPE
Litigation Case Study—Explaining and Presenting Your Cost of Capital Estimates
Roger Grabowski
Lost Profits and the Modern New Business Rule—How it Works and How Defendants Try to Attack It
Allyn Needham
Best Merger and Acquisition Strategies for Small and Mid-Sized CPA Firms
Ron Loberfeld
Learn to Effectively Use KeyValueData's 21 Databases to Find the Data You Need, Analyze It, and Incorporate It Into Your Valuation Report
Dave Miles
1:15—1:30 p.m. BREAK
1:30—2:20 p.m.
1 Hr CPE
Tax Calculations and Adjustments for BV—A Critical Skill for CPAs and Non-CPAs
Chris Hamilton
The Practical Use of Data Analytics in Your Forensics Practice
Rebekah Smith
The Epidemic of Financial Elder Abuse and How We Can Help
Karen Kaseno
Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time
Jeff Harwell
2:20—3:20 p.m. LUNCH BREAK
3:20—5:00 p.m.
2 Hrs CPE
Advanced Issues Using the Single Period Capitalization of Cash Flow Model
Richard Goeldner
Forensic Asymmetries
Darrell D. Dorrell
ESOP—Disrupting the Exit Strategy Platform
Stephen White
BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time
Dave Miles
5:00—5:15 p.m. BREAK
5:15—6:05 p.m.
1 Hr CPE
Testing, Validating, and Supporting Company Specific Risk—Do We Have a Philosopher’s Stone?”
Lari Masten
Handling the Interrogator—How to Thrive Under Cross Examination
Michael Molder
NextGen Practitioners—The Future is Here
Hubert Klein
 
6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
2 Hrs CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Friday, June 19, 2020
 
9:30—9:40 a.m. Welcome!
Conference Chairs/Committee
9:40—11:20 a.m.
2 Hrs CPE
Vision 2020—The Future of Our Profession and Your Role In It
Z. Christopher Mercer
11:20—11:35 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE
SESSION
TRACKS
Business Valuation and Financial Litigation—How to Do It: From Foundations to Advanced Current Trends
11:35 a.m.—1:15 p.m.
2 Hrs CPE
Valuation of C Corps and Pass Through Entities Under the TCJA
Daniel Van Vleet
Divorce Taxation Including the Impact of the 2017 TCJA
Jeff Urbach
The Baby Boom Tsunami of Exiting Owners has Reached the Shoreline—How to Position Your Practice to Address the Marketplace Opportunity
John Leonetti, Chris Mellen
1:15—1:30 p.m. BREAK
1:30—2:20 p.m.
1 Hr CPE
“Oh, say can you see”—Why Our View from the Weeds, Trees, and Forest can Influence Equity Value Assessment
Carl Sheeler
Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation
Karolina Calhoun
Keeping Up with the Joneses—Jones v. Commissioner : More than Just Tax Affecting
Chris Treharne
2:20—3:20 p.m. LUNCH BREAK
3:20—5:00 p.m.
2 Hrs CPE
Using Regression Analysis in the Market Approach (GCTM)
Fred Hall
Audit Evidence Versus Forensic Evidence
Francisco "Frank" Rosillo
Angel Eyes—Valuing the Start Up Company from the Perspective of the Investors
Jamison Rounds
5:00—5:15 p.m. BREAK
5:15—6:05 p.m.
1 Hr CPE
Information Forthcoming Role of Financial Litigation Consultants in Class Certification
Michael Pakter
Five Second Impression—Data Visualization for More Effective and Persuasive Reports
Don Drysdale
6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
2 Hrs CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists
7:10 p.m. Conference Concludes
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management