Keynote (Friday)

Around the Valuation World Morning Show

Thursday, December 16, 2021 8:30 a.m. - 9:20 a.m. ET

Presented in a one-hour format, this session will be conducted by subject matter experts who summarize the training tracks and sessions from the conference and other important happenings.
 

After completing this session, attendees will be able to:

•    Describe the key points about the highlighted sessions


Total CPE: 1
Fields of Study: Accounting: 1
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

All conference attendees.

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None


Industry Update: Opportunities, Challenges, and Best Practices of High Performing Firms

Friday, December 17, 2021 9:40 a.m. - 10:30 a.m. ET

Information Forthcoming

Information Forthcoming


Total CPE: 1
Program Level: None

Who Should Attend:

None

Prerequisites:

Participants need a background in the subject area and desire to keep current.

Advanced Preparation:

None


How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review

Friday, December 17, 2021 10:50 a.m. - 12:30 p.m. ET

While we all know how to write a business appraisal report, we don’t necessarily know all the “ins and outs” of reviewing our reports or the reports of others. Reviewing our own reports ensures the quality and credibility of our written work product. Reviewing the work of others can open up an entirety new practice opportunity. This session will introduce the participant to the purposes and practices of business appraisal review. 
 

After completing this session, attendees will be able to:

  • State the seven elements of credibility
  • Identify how to apply the principles and practices of appraisal review to their own reports and the work of others

Total CPE: 1
Fields of Study: Communications and Marketing: 1
Program Level: Basic - Learning activity level most beneficial to individuals new to a skill or an attribute.

Who Should Attend:

Business appraisers who would like to enhance the quality of their written work product. CPA firm leaders who would like to understand how to improve the quality of their staff's knowledge, skills, and abilities in report writing.

Prerequisites:

Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.

Advanced Preparation:

None

Howard A. Lewis

Howard A.  Lewis

MS, CBA, CVA, ABAR, BCA

Read Biography

Reasonable Certainty in Uncertain Times

Friday, December 17, 2021 1:30 p.m. - 2:20 p.m. ET

Despite being a long-established concept, the definition for reasonable certainty remains fact specific. This session will provide an overview of the concept, show how it relates to proximate cause/foreseeability, and illustrate the requirements for admissibility. These factors are reinforced with case law examples and current economic conditions to give attendees guidance on how to successfully navigate uncertain situations.

  • Determine how to navigate the reasonable certainty requirements for admissibility of lost profits reports.
  • Identify how the standard has been applied (and rejected) over time.
  • Determine how to navigate difficult situations involving incomplete information, start-up businesses, and uncertain economic conditions.

Total CPE: 1
Fields of Study: Accounting: 1, Business Law: 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:

Practitioners looking to learn about the reasonable certainty standard. Attendees will gain skills to improve the quality of their lost profits reports.

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

Jason Pierce

Jason  Pierce

CPA, CMA, CFM, CVA, MAFF

Read Biography

Goodwill and Executive Compensation in Business Valuation

Friday, December 17, 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

Janae Castell

Janae  Castell

CVA, MAFF

Read Biography

Paying it Forward: Start Small, Think Big—Connecting Valuation and Finance Professionals to Small Business Owners

Friday, December 17, 2021 4:40 p.m. - 5:30 p.m. ET

Start Small Think Big is a nonprofit that helps small business owners from marginalized communities. We do this by connecting small business owners to volunteer professionals who offer their expertise in specific, time bound 1x1 virtual engagements. Learn how Finance professionals such as yourselves can help grow these businesses.

  • Learn how volunteers can help small business owners with either their bookkeeping or help them understand the numbers behind their business (e.g. unit costs, Financial projections, etc).


Total CPE: 1
Fields of Study: Finance: 1
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Finance professionals familiar with financial statements and spreadsheet usage. No minimum experience needed.

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None