Event Program
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
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| Business Valuation | Healthcare | Current Trends | Exit Planning/ Mergers & Acquisitions |
Financial Litigation/ Expert Witness |
Practice Management |
| Tuesday, June 22, 2021
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| 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 |
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| 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 |
New Standards for Conducting Financial Forensics |
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| 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 Virtual |
Mitigating Risk of Business E-mail Compromise Virtual |
Competitive Forces in the Healthcare Industry Hybrid—Houston, TX |
From Tax, to Valuation, to Growth Planning, to Exit Planning: A Consultants Pathway to Increasing Firm Revenues with Deeper Client Engagement Virtual |
| 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 Virtual |
Work Smarter, Not Harder: Maximizing Technology in Your Forensics and Valuation Practice Virtual |
Development of a Commercial Reasonableness Opinion Hybrid—Houston, TX |
President Biden's Capital Gains and Estate Tax Proposals: The Seismic Shift and Dramatic Impact to Business Owner Exits Virtual |
| 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 |
Growth Rates Virtual |
Building Flexible Models with Microsoft Excel’s New Dynamic Arrays Virtual |
Technological Advancements in the Healthcare Industry Hybrid—Houston, TX |
Tax Mitigating Strategies for Internal and External Business Transfers to Consider as Part of 2021 Exit Planning for Clients Virtual |
| 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 Virtual |
Automating Your Valuation Reports Virtual |
Valuation of Physician Compensation Hybrid—Houston, TX |
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 Virtual |
| 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 |
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| 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 |
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| 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 Hybrid—Park City, UT |
Valuing Goodwill in Professional Practices and the Use and Misuse of the Excess Earnings Method Hybrid—Park City, UT |
Introduction to Monte Carlo Simulation Using @RISK Virtual |
Gift and Estate Virtual |
| 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 |
Pass Through Entities, including Tax Affecting and Pass Through Entities Premium Models Hybrid—Park City, UT |
Lost Profits or Lost Earning Capacity: Estimating Lost Income for the Self Employed Virtual |
DCF Equity vs. DCF Invested Capital: Which is Preferred? Hybrid—Park City, UT |
Value Drivers and Deal Killers in a Hot CPA M&A Market Virtual |
| 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 Hybrid—Park City, UT |
How Can Financial Forensics Prove Bankruptcy Fraud? Virtual |
Profit Margin Adjustments: The Line Between an Opinion of Value and Withdrawing from the Engagement Hybrid—Park City, UT |
Forensic Accounting Skills for Transaction Advisory Services Matters Virtual |
| 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 |
Case Study and Sample Report Hybrid—Park City, UT |
Fundamentals of Financial Forecasting Virtual |
Empirical Research Regarding Discounts for Lack of Marketability Hybrid—Park City, UT |
Show Me the Money: Real World Valuations in a (Post) COVID 19 World Virtual |
| 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 |
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| 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 |
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| 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 |
The Size Effect: It is Still Relevant |
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| 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 Premiums, including Discounts for Lack of Marketability Hybrid—Park City, UT |
Excelling in Litigation and Dispute Related Valuations Virtual |
Best Practices: Valuing Real Estate Development Companies Hybrid—Park City, UT |
Success, Profits, Results: Using Strategies of the Entrepreneurial Operating System to Gain Traction Virtual |
| 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 Premiums, including Lack of Control and Control Premiums Hybrid—Park City, UT |
Applying BV Review Standards to Damage Measurement Reporting Virtual |
Family Limited Partnerships: Valuation Tools to Help Protect the Family Business Hybrid—Park City, UT |
How to Build Your Authority in the B2B Marketplace using LinkedIn without Spending Money on Ads Virtual |
| 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 Standards Hybrid—Park City, UT |
Take Control in the Courtroom: How Powerful Direct Testimony can Neutralize Cross Examination and Persuade the Jury Hybrid—Park City, UT |
Finally! Senior IRS Valuation Managers Answer Your Questions—Live Virtual |
How to Best Sell BVFLS Services with Zoom Virtual |
| 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 |
Case Study and Sample Report Hybrid—Park City, UT |
You Be the Judge: The Appraiser’s Role as Neutral or Trier of Fact Hybrid—Park City, UT |
Don't Call it a "Fast Food" Restaurant! Valuation of These Valuable Franchises Virtual |
How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review Virtual |
| 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 |
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*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 |