Conference Event Program | 2021 NACVA Business Valuation and Financial Litigation Super Conference

Event Program

December Conference agenda to be announced soon!

Delivery Method indicated under each session in the Agenda below: Virtual = Online Only | Hybrid = In-Person and Virtual
Sessions, Delivery Method, and Presenters subject to change.

Click here for Hybrid & Virtual Super Conference Registration Options
Full Conference Registration Fees: $1,665 Member | $1,850 Non-Members.

Á La Carte Session Registration available as noted in the agenda below, Registration Fees: $99 Member | $110 Non-Members
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.

Monday, June 21, 2021

	Welcome \| Registration
5:50—7:30 a.m. (PT) 6:50—8:30 a.m. (MT) 7:50—9:30 a.m. (CT) 8:50—10:30 a.m. (ET) 2 Hrs CPE	Keynote: Disruption, Opportunity, and Flashing Red Lights to Pay Attention to in Professional Service Firms Daniel Hood, Bob Lewis, Michael Platt Virtual Á La Carte Virtual Session
	TRACK ONE	TRACK TWO	TRACK THREE
SESSION TRACKS	Current Trends	Company Growth Co-Sponsored by CoreValue Software (Moderated by George Sandman)	Healthcare Co-Sponsored by Institute for Healthcare Valuation and Health Capital Consultants (Moderated by Jessica Bailey Wheaton and Todd Zigrang)
7:45—9:25 a.m. (PT) 8:45—10:25 a.m. (MT) 9:45—11:25 a.m. (CT) 10:45—12:25 p.m. (ET) 2 Hrs CPE	Finding New Clients in Today's Economy Greg Chambers Virtual Á La Carte Virtual Session	3 Dimensions of Business Growth™ George Sandman, Larry Prince Virtual Á La Carte Virtual Session	Regulatory Overview for Valuation Professionals John Kirsner, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session
BREAK (15 Minutes)
9:40—11:20 a.m. (PT) 10:40—12:20 p.m. (MT) 11:40—1:20 p.m. (CT) 12:40—2:20 p.m. (ET) 2 Hrs CPE	Valuing Closely Held Farms and Ranches with Economic Reality Ericka Heiser Virtual Á La Carte Virtual Session	Analyze: Deep Analysis using CoreValue Software George Sandman, Larry Prince Virtual Á La Carte Virtual Session	The Due Diligence Imperative in the Era of Value Based Reimbursement Jessica Bailey-Wheaton, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session
LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT) 1:00—2:40 p.m. (MT) 2:00—3:40 p.m. (CT) 3:00—4:40 p.m. (ET) 2 Hrs CPE	Changing the Market Data and Modeling Landscape Adam Luke, Derek Zweig Virtual Á La Carte Virtual Session	Prioritizing Strategic Projects: Creating Predictable Revenue Growth George Sandman, Larry Prince Virtual Á La Carte Virtual Session	The Valuation of Healthcare Enterprises in a Changing Reimbursement Environment Lisa Han, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session
BREAK (15 Minutes)
1:55—3:35 p.m. (PT) 2:55—4:35 p.m. (MT) 3:55—5:35 p.m. (CT) 4:55—6:35 p.m. (ET) 2 Hrs CPE	Forensic Analysis of IRS Enforcement of Corporate Offshore Profit Shifting Stephen Curtis Virtual Á La Carte Virtual Session	Execute: Taking Action Driving Results George Sandman, Larry Prince Virtual Á La Carte Virtual Session	Stark Law Modernization: The Healthcare Valuation Implications Jessica Bailey-Wheaton, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session

Business Valuation

Healthcare

Current Trends

Exit Planning/
Mergers & Acquisitions

Financial Litigation/
Expert Witness

Practice Management

Tuesday, June 22, 2021

	Welcome
5:35—6:25 a.m. (PT) 6:35—7:25 a.m. (MT) 7:35—8:25 a.m. (CT) 8:35—9:25 a.m. (ET) 1 Hr CPE	Around the Valuation World Morning Show Around the Valuation World Correspondents Virtual
6:40—7:30 a.m. (PT) 7:40—8:30 a.m. (MT) 8:40—9:30 a.m. (CT) 9:40—10:30 a.m. (ET) 1 Hr CPE	COVID-19 One Year Later: Lessons Learned About Cost of Capital Assumptions Jim Harrington, Carla Nunes Virtual Á La Carte Virtual Session		New Standards for Conducting Financial Forensics David Wolfe Virtual Á La Carte Virtual Session
	TRACK ONE	TRACK TWO	TRACK THREE	TRACK FOUR
SESSION TRACKS	Best Practices in Business Valuation	Project Management Tools	Healthcare Co-Sponsored by Institute for Healthcare Valuation and Health Capital Consultants (Moderated by Jessica Bailey Wheaton and Todd Zigrang)	Exit Planning Co Sponsored by Pinnacle Equity Solutions and The International Growth & Exit Planning Association (Moderated by John Leonetti)
7:45—9:25 a.m. (PT) 8:45—10:25 a.m. (MT) 9:45—11:25 a.m. (CT) 10:45—12:25 p.m. (ET) 2 Hrs CPE	The Income Approach, including the Capitalized Cash Flow Method and the Discounted Cash Flow Method Jim Alerding, Jim Hitchner Virtual Á La Carte Virtual Session	Mitigating Risk of Business E-mail Compromise Dorothy Haraminac Virtual Á La Carte Virtual Session	Competitive Forces in the Healthcare Industry Jason Centolella, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session	From Tax, to Valuation, to Growth Planning, to Exit Planning: A Consultants Pathway to Increasing Firm Revenues with Deeper Client Engagement John Leonetti Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
9:40—11:20 a.m. (PT) 10:40—12:20 p.m. (MT) 11:40—1:20 p.m. (CT) 12:40—2:20 p.m. (ET) 2 Hrs CPE	Cost of Capital and Growth Rates, Part 1 Jim Alerding, Jim Hitchner Virtual Á La Carte Virtual Session	Work Smarter, Not Harder: Maximizing Technology in Your Forensics and Valuation Practice Rebekah Smith Virtual Á La Carte Virtual Session	Development of a Commercial Reasonableness Opinion Jessica Bailey-Wheaton, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session	President Biden's Capital Gains and Estate Tax Proposals: The Seismic Shift and Dramatic Impact to Business Owner Exits John Leonetti Virtual Á La Carte Virtual Session
LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT) 1:00—2:40 p.m. (MT) 2:00—3:40 p.m. (CT) 3:00—4:40 p.m. (ET) 2 Hrs CPE	Cost of Capital and Growth Rates, Part 2 Jim Alerding, Jim Hitchner Virtual Á La Carte Virtual Session	Building Flexible Models with Microsoft Excel’s New Dynamic Arrays Carl Seidman Virtual Á La Carte Virtual Session	Technological Advancements in the Healthcare Industry Rebecca Gwilt, Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session	Tax Mitigating Strategies for Internal and External Business Transfers to Consider as Part of 2021 Exit Planning for Clients John Leonetti Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
1:55—3:35 p.m. (PT) 2:55—4:35 p.m. (MT) 3:55—5:35 p.m. (CT) 4:55—6:35 p.m. (ET) 2 Hrs CPE	Case Study and Sample Report Jim Alerding, Jim Hitchner Virtual Á La Carte Virtual Session	Automating Your Valuation Reports Nick Mears Virtual Á La Carte Virtual Session	Valuation of Physician Compensation Todd Zigrang Hybrid—Houston, TX Á La Carte Virtual Session	It is a Seller's Market: Updates in the External Transfer Markets and How COVID-19 Created a 'Bump' In Transaction Multiples and Deal Activity John Leonetti Virtual Á La Carte Virtual Session

Business Valuation

Healthcare

Current Trends

Exit Planning/
Mergers & Acquisitions

Financial Litigation/
Expert Witness

Practice Management

There are no sessions or courses scheduled for Wednesday, June 23, 2021

Thursday, June 24, 2021

	Welcome
5:35—6:25 a.m. (PT) 6:35—7:25 a.m. (MT) 7:35—8:25 a.m. (CT) 8:35—9:25 a.m. (ET) 1 Hr CPE	Around the Valuation World Morning Show Around the Valuation World Correspondents Virtual
6:40—7:30 a.m. (PT) 7:40—8:30 a.m. (MT) 8:40—9:30 a.m. (CT) 9:40—10:30 a.m. (ET) 1 Hr CPE	Keynote: Cyber Security and Data Privacy David Sems, Dr. Sri Ramamoorti Virtual Á La Carte Virtual Session
	TRACK ONE	TRACK TWO	TRACK THREE	TRACK FOUR
SESSION TRACKS	Best Practices in Business Valuation	Financial Litigation Specialties	Applications and Models	Mergers and Acquisitions
7:45—9:25 a.m. (PT) 8:45—10:25 a.m. (MT) 9:45—11:25 a.m. (CT) 10:45—12:25 p.m. (ET) 2 Hrs CPE	Market Approach, including Guideline Company Transactions Method and Guideline Public Company Method Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Valuing Goodwill in Professional Practices and the Use and Misuse of the Excess Earnings Method Ron Seigneur, John Tatlock Hybrid—Park City, UT Á La Carte Virtual Session	Introduction to Monte Carlo Simulation Using @RISK David Solis Virtual Á La Carte Virtual Session	Gift and Estate Tax Michael Binz Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
9:40—11:20 a.m. (PT) 10:40—12:20 p.m. (MT) 11:40—1:20 p.m. (CT) 12:40—2:20 p.m. (ET) 2 Hrs CPE	S Corps and Pass-Through Entities Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Lost Profits or Lost Earning Capacity: Estimating Lost Income for the Self Employed Allyn Needham Virtual Á La Carte Virtual Session	DCF Equity vs. DCF Invested Capital: Which is Preferred? Kevin Couillard, Richard Goeldner Hybrid—Park City, UT Á La Carte Virtual Session	Value Drivers and Deal Killers in a Hot CPA M&A Market Bob Lewis Virtual Á La Carte Virtual Session
LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT) 1:00—2:40 p.m. (MT) 2:00—3:40 p.m. (CT) 3:00—4:40 p.m. (ET) 2 Hrs CPE	Business Valuation and COVID-19 Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	How Can Financial Forensics Prove Bankruptcy Fraud? Michael Pakter Virtual Á La Carte Virtual Session	Profit Margin Adjustments: The Line Between an Opinion of Value and Withdrawing from the Engagement Jason Pierce Hybrid—Park City, UT Á La Carte Virtual Session	Forensic Accounting Skills for Transaction Advisory Services Matters Darrell D. Dorrell Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
1:55—2:45 p.m. (PT) 2:55—3:45 p.m. (MT) 3:55—4:45 p.m. (CT) 4:55—5:45 p.m. (ET) 1 Hr CPE	Business Valuation Standards Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Fundamentals of Financial Forecasting Mark Shirley Virtual Á La Carte Virtual Session	Empirical Research Regarding Discounts for Lack of Marketability Marc Vianello Hybrid—Park City, UT Á La Carte Virtual Session	Show Me the Money: Real World Valuations in a (Post) COVID-19 World Kathleen Lauster Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
3:00—3:50 p.m. (PT) 4:00—4:50 p.m. (MT) 5:00—5:50 p.m. (CT) 6:00—6:50 p.m. (ET) 1 Hr CPE	Hardball with Hitchner Jim Hitchner Virtual

Business Valuation

Healthcare

Current Trends

Exit Planning/
Mergers & Acquisitions

Financial Litigation/
Expert Witness

Practice Management

Friday, June 25, 2021

	Welcome
5:35—6:25 a.m. (PT) 6:35—7:25 a.m. (MT) 7:35—8:25 a.m. (CT) 8:35—9:25 a.m. (ET) 1 Hr CPE	Around the Valuation World Morning Show Around the Valuation World Correspondents Virtual
6:40—7:30 a.m. (PT) 7:40—8:30 a.m. (MT) 8:40—9:30 a.m. (CT) 9:40—10:30 a.m. (ET) 1 Hr CPE	The Future of the Business Valuation Profession Chris Mercer Hybrid—Park City, UT Á La Carte Virtual Session		The Size Effect: It is Still Relevant Roger Grabowski, Jim Harrington Hybrid—Park City, UT Á La Carte Virtual Session
	TRACK ONE	TRACK TWO	TRACK THREE	TRACK FOUR
SESSION TRACKS	Best Practices in Business Valuation	Foundations of Litigation	Business Valuation Specialties	Build and Grow Your Practice
7:45—9:25 a.m. (PT) 8:45—10:25 a.m. (MT) 9:45—11:25 a.m. (CT) 10:45—12:25 p.m. (ET) 2 Hrs CPE	Discounts and Lack of Marketability, Part 1 Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Excelling in Litigation and Dispute Related Valuations Bob Ranallo, Sean Saari Virtual Á La Carte Virtual Session	Best Practices: Valuing Real Estate Development Companies Lari Masten Virtual Á La Carte Virtual Session	Success, Profits, Results: Using Strategies of the Entrepreneurial Operating System to Gain Traction Joe Paulsen Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
9:40—11:20 a.m. (PT) 10:40—12:20 p.m. (MT) 11:40—1:20 p.m. (CT) 12:40—2:20 p.m. (ET) 2 Hrs CPE	Discounts and Marketability, Part 2 Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Applying BV Review Standards to Damage Measurement Reporting P. Dermot O'Neill Virtual Á La Carte Virtual Session	Family Limited Partnerships: Valuation Tools to Help Protect the Family Business Stephen White Hybrid—Park City, UT Á La Carte Virtual Session	How to Build Your Authority in the B2B Marketplace Without Spending Money on Ads Colin Brown Virtual Á La Carte Virtual Session
LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT) 1:00—2:40 p.m. (MT) 2:00—3:40 p.m. (CT) 3:00—4:40 p.m. (ET) 2 Hrs CPE	Discounts and Lack of Marketability, Part 3 Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	Take Control in the Courtroom: How Powerful Direct Testimony can Neutralize Cross Examination and Persuade the Jury Michael Kaplan, Honorable Judge Timothy Sean Driscoll, Honorable Judge Steven I. Platt (Ret.), Honorable Judge Christopher P. Yates Hybrid—Park City, UT Á La Carte Virtual Session	Finally! Senior IRS Valuation Managers Answer Your Questions—Live Ron Cerruti, Howard Lewis, Dorothy Taylor Virtual Á La Carte Virtual Session	How to Best Sell BVFLS Services with Zoom Rod Burkert Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
1:55—2:45 p.m. (PT) 2:55—3:45 p.m. (MT) 3:55—4:45 p.m. (CT) 4:55—5:45 p.m. (ET) 1 Hr CPE	Control Premiums and Discounts Jim Alerding, Jim Ewart Hybrid—Park City, UT Á La Carte Virtual Session	You Be the Judge: The Appraiser’s Role as Neutral or Trier of Fact Terry Lloyd Hybrid—Park City, UT Á La Carte Virtual Session	Don't Call it a "Fast Food" Restaurant! Valuation of These Valuable Franchises Rick Gray Virtual Á La Carte Virtual Session	How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review Howard Lewis Virtual Á La Carte Virtual Session
BREAK (15 Minutes)
3:00—3:50 p.m. (PT) 4:00—4:50 p.m. (MT) 5:00—5:50 p.m. (CT) 6:00—6:50 p.m. (ET) 1 Hr CPE	Hardball with Hitchner Jim Hitchner Virtual

*Virtual sessions can be viewed from anywhere and will also be broadcast into Park City venue with limited seating in viewing rooms

Business Valuation

Healthcare

Current Trends

Exit Planning/
Mergers & Acquisitions

Financial Litigation/
Expert Witness

Practice Management