Event Program

2020 Business Valuation and Financial Litigation Virtual Super Conference 2020 Virtual Conference Highlights

June Virtual Super Conference Registration
Full Conference Registration Fees: $1,620 Members; $1,795 Non-Members
Register by May 31, 2020 to Save $150

Á La Carte Session Registration available as noted in the agenda below, 
Registration Fees: $95 Members; $105 Non-Members for one or two hour sessions.
No discounts available on Individual Sessions. If you have registered for the full conference
do not register for individual sessions, you will be provided session selection options seperately.

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

August 3–7, 2020
Business Valuation and Financial Litigation
Virtual Super Conference Agenda (PDF)

August Virtual Super Conference Registration

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

Individual Session Registration
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

Individual Session Registration
The New Rules of Marketing—What's Working Now
Lee Frederiksen

Individual Session Registration
Emerging Issues in the Cannabis and Hemp Industries—Hot Buttons, Lessons Learned, and Trap Doors
Ryan Cram, Ron Seigneur

Individual Session Registration
Regulatory Overview for Valuation Professionals
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm
Greg Chambers

Individual Session Registration
Information Forthcoming The Due Diligence Imperative in the Era of Value-Based Reimbursement
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
Never Waste A Good Crisis—Create a Minimum Viable Service
Rod Burkert

Individual Session Registration
Calculating Lost Earnings or Lost Economic Support for Truck Drivers
Shannon Shipp

Individual Session Registration
The Valuation of Healthcare Enterprises in a Changing Reimbursement Environment
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
  How to Value and Sell a Content or SaaS Business
Thomas Smale

Individual Session Registration
Stark Law Modernization—The Healthcare Valuation Implications
Healthcare Experts Panel

Individual Session Registration
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.), Honorable Judge Christopher P. Yates

Individual Session Registration
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
So You Think You Can Write—A Practical Guide to Creating Reports and Other Business Communication
Nancy McCarthy

Individual Session Registration
Bitcoin: An Intro to Crypto
Dorothy Haraminac

Individual Session Registration
Competitive Forces in the Healthcare Industry
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
Working Together—Valuations for Financial Reporting Intertwine the Tangible and Intangible
Douglas Krieser

Individual Session Registration
Development of a Commercial Reasonableness Opinion
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
Becoming a Strategic Growth Consultant
John Leonetti, George Sandmann

Individual Session Registration
Technological Advancements in the Healthcare Industry
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
Hypothetically Speaking
Bill Ditty

Individual Session Registration
Valuation Implications of COVID-19
Healthcare Experts Panel

Individual Session Registration
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

Individual Session Registration
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

Individual Session Registration
11:20—11:35 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
(Co-Sponsored by ValuSource)
SESSION
TRACKS
Business Valuation and Financial Litigation—How to Do It: From Foundations to Advanced 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

Individual Session Registration
Lost Profits and the Modern New Business Rule—How it Works and How Defendants Try to Attack It
Allyn Needham

Individual Session Registration
  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

Individual Session Registration
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

Individual Session Registration
The Practical Use of Data Analytics in Your Forensics Practice
Rebekah Smith

Individual Session Registration
The Epidemic of Financial Elder Abuse and How We Can Help
Karen Kaseno

Individual Session Registration
Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time
Jeff Harwell

Individual Session Registration
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

Individual Session Registration
Forensic Asymmetries
Darrell D. Dorrell

Individual Session Registration
ESOP—Disrupting the Exit Strategy Platform
Stephen White

Individual Session Registration
BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time
Dave Miles

Individual Session Registration
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

Individual Session Registration
Handling the Interrogator—How to Thrive Under Cross Examination
Michael Molder

Individual Session Registration
NextGen Practitioners—The Future is Here
Hubert Klein

Individual Session Registration
 
6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
1 Hr CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists

Individual Session Registration
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


Individual Session Registration
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

Individual Session Registration
Divorce Taxation Including the Impact of the 2017 TCJA
Jeff Urbach

Individual Session Registration
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

Individual Session Registration
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

Individual Session Registration
Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation
Karolina Calhoun

Individual Session Registration
Keeping Up with the Joneses—Jones v. Commissioner : More than Just Tax Affecting
Chris Treharne

Individual Session Registration
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

Individual Session Registration
Audit Evidence Versus Forensic Evidence
Francisco "Frank" Rosillo

Individual Session Registration
Angel Eyes—Valuing the Start Up Company from the Perspective of the Investors
Jamison Rounds

Individual Session Registration
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

Individual Session Registration
Five Second Impression—Data Visualization for More Effective and Persuasive Reports
Don Drysdale

Individual Session Registration
6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
1 Hr CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists

Individual Session Registration
7:10 p.m. Conference Concludes
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management