Financial Litigation Specialties (Thursday)

Global Economy and COVID-19: Valuation Implications

Thursday, December 16, 2021 9:40 a.m. - 10:30 a.m. ET

While the global economy is on a path to recovery from COVID-19, many challenges remain that may significantly impact valuations performed at year-end 2021. The resurgence of COVID-19 cases due to the Delta variant have contributed to additional global supply disruptions that prevent the delivery of goods to meet pent-up demand from consumers. These supply chain bottlenecks, combined with labor shortages, have placed significant upward pressure on prices. Inflation has climbed significantly and may affect profit margins in 2022, depending on whether companies can pass through price increases to their customers. It may also lead to central banks hiking interest rates earlier than anticipated, leading to a potentially higher cost of capital.

  • Identify how the latest real GDP growth estimates for the U.S., Eurozone and the Global Economy can affect a company's projected revenue growth
  • Evaluate the impact of supply chain disruptions and labor shortages on the projected cost structure of companies
  • Assess the effect of recent inflationary trends on a company's projected profit margins as well as on discount rates

Total CPE: 1
Fields of Study: Finance: 1
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:

Anyone performing valuations at year-end 2021 should consider the impact of current trends in real GDP growth, supply chain disruptions, and inflation prospects in projected cash flows and discount rates. This includes valuations performed for financial reporting, tax, and disputes/litigation purposes.

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

Carla Nunes

Carla  Nunes

CFA

Read Biography

Current View of the Restricted Stock Studies and Restricted Stock Discounts

Thursday, December 16, 2021 10:50 a.m. - 12:30 p.m. ET

Information Forthcoming

Information Forthcoming 


Total CPE: 2
Program Level: None

Who Should Attend:

None

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

Chris Mercer

Chris  Mercer

Read Biography

Pricing Is In The Eye of the Beholder!

Thursday, December 16, 2021 1:30 p.m. - 2:20 p.m. ET

Shifting the conversations with your clients for better buy-in and higher fees.

  • Determine why hourly rates should be a thing of the past
  • Create a new paradigm of distinction in your prospects mind
  • Identify how to most effectively communicate your uniqueness in a sea of sameness
  • Recognize why positioning trumps pricing in all cases

Total CPE: 1
Fields of Study: Communications and Marketing: 1
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 session is for all professionals that want to get out of the swapping hours for dollars game and to elevate the conversations with prospects above the level of "what's your hourly rate?"

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

Mel Abraham

Mel  Abraham

CPA, CVA, ABV, ASA

Read Biography

Impact of Supply Chain Trends to Valuations

Thursday, December 16, 2021 2:40 p.m. - 4:20 p.m. ET

Information Forthcoming

Information Forthcoming


Total CPE: 2
Program Level: None

Who Should Attend:

None

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