Event Program

Sessions noted with have presenters in-person and the other sessions can be observed in viewing rooms for those attending in Salt Lake City. All sessions will be broadcast to the virtual audience. Presenters, dates, delivery methods, and session titles are subject to change.
Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management Specialty Applications
Wednesday, August 17, 2022
 
6:00—8:10 a.m. MT Registration, Continental Breakfast, and Exhibits
5:30—7:10 a.m. (PT)
6:30—8:10 a.m. (MT)
7:30—9:10 a.m. (CT)
8:30—10:10 a.m. (ET)
2 Hrs CPE

 

Case Analysis in Person (CAP)
(Course not included with Conference Registration. Requires additional Registration Fee to attend. Register Here.)

 

 

Industry Standards and Ethics
Trisch Garthoeffner, Mark Kucik, Carl Steffen
(Course not included with Conference Registration. Requires additional Registration Fee to attend. Register Here.)

 

8:10—8:30 a.m. MT BREAK (20 Minutes)
  Current Update in Valuations Conference Track
7:30—9:10 a.m. (PT)
8:30—10:10 a.m. (MT)
9:30—11:10 a.m. (CT)
10:30—12:10 p.m. (ET)
2 Hrs CPE

 

Current Update in Valuations
(Course not included with Conference Registration. Requires additional Registration Fee to attend. Register Here.)

 

Mirror, Mirror of Ethics on the Wall: Who's the Least Complacent of Them All?
Jack Bigelow, Dr. Joseph Koletar, Dr. Sri Ramamoorti

Register for Á La Carte Session

10:10—10:30 a.m. MT BREAK (20 Minutes)
9:30—11:10 a.m. (PT)
10:30—12:10 p.m. (MT)
11:30—1:10 p.m. (CT)
12:30—2:10 p.m. (ET)
2 Hrs CPE

 

Current Update in Valuations (cont'd)
(Course not included with Conference Registration. Requires additional Registration Fee to attend.)

 

Beliefs, Behavior, and Fraud in Valuation: Emotional Intelligence to Regulatory Policy, Application and Practice
Jack Bigelow, Daven Morrison, Dr. Sri Ramamoorti

Register for Á La Carte Session

 

12:10—1:00 p.m. MT LUNCH (50 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

 

Current Update in Valuations (cont'd)
(Course not included with Conference Registration. Requires additional Registration Fee to attend.)

 

 

Pricing is in the Eye of the Beholder!
Mel Abraham

Register for Á La Carte Session

 

2:40—3:00 p.m. MT Break (20 Minutes)
2:00—3:40 p.m. (PT)
3:00—4:40 p.m. (MT)
4:00—4:40 p.m. (CT)
5:00—6:40 p.m. (ET)
2 Hrs CPE

 

Current Update in Valuations (cont'd)
(Course not included with Conference Registration. Requires additional Registration Fee to attend.)

 

 

Young Valuation Experts Q&A Panel: Getting them Invested and Engaged
Kevin Foyteck, Bob Lewis, Ashley DeCress, Dalton Hopper, Mary Fernandez

Register for Á La Carte Session

 

4:40 p.m. MT End of Day
Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management Specialty Applications
Thursday, August 18, 2022
 
6:30—8:00 a.m. MT Registration, Continental Breakfast, and Exhibits
6:00—6:50 a.m. (PT)
7:00—7:50 a.m. (MT)
8:00—8:50 a.m. (CT)
9:00—9:50 a.m. (ET)
2 Hr CPE

 

Around the Valuation World Morning Show
Around the Valuation World Correspondents

 

7:50—8:10 a.m. MT BREAK (20 Minutes)
7:10—8:00 a.m. (PT)
8:10—9:00 a.m. (MT)
9:10—10:00 a.m. (CT)
10:10—11:00 a.m. (ET)
1 Hr CPE

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

Register for Á La Carte Session

9:00—9:20 a.m. MT BREAK (20 Minutes)
Session Tracks TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
8:20—10:00 a.m. (PT)
9:20—11:00 a.m. (MT)
10:20—12:00 p.m. (CT)
11:20—1:00 p.m. (ET)
2 Hrs CPE

 

Trending Issues in Business Valuation
Expert Panel moderated by Lari Masten

Register for Á La Carte Session

 

Environmental Social and Governance Dialogue: What Does it Mean for Private Companies
Dr. Sri Ramamoorti

Register for Á La Carte Session

Valuing Cannabis 2.0: Buckle Up, this is About to Get Interesting!
Ryan Cram, Ron Seigneur

Register for Á La Carte Session

11:00—11:20 a.m. MT BREAK (20 Minutes)
10:20—11:10 a.m. (PT)
11:20—12:10 p.m. (MT)
12:20—1:10 p.m. (CT)
1:20—2:10 p.m. (ET)
1 Hr CPE

 

Business Valuation of a Real Estate Centered Entity
Robert Schlegel

Register for Á La Carte Session

 

Navigating Professional Standards in Financial Forensics Matters
Robert Carter, Michael Kaplan, Lari Masten, Kerrie Merrifield, Zach Meyers

Register for Á La Carte Session

Testifying Via Video: What You Need to Know
Sarah Murray

Register for Á La Carte Session

 

Trends in Turnarounds in a Post-Covid World
Matthew McKinlay

Register for Á La Carte Session

 

12:10—1:00 p.m. MT LUNCH (50 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

Asset-Based Approach to Business Valuation: Conceptual Foundations and Practical Applications
Robert Reilly

Virtual

Register for Á La Carte Session

 

Why Hasn't This Case Settled Yet?
Judge Driscoll, Judge Platt (Ret.), Judge Yates, Michael Kaplan

Register for Á La Carte Session

 

Middle Market M&A Valuation: Stop Playing Checkers and Start Playing Chess
Stephen White

Register for Á La Carte Session

 

 

Healthcare Regulatory Updates & Valuation Implications
Jessica Bailey-Wheaton, Todd Zigrang

Register for Á La Carte Session

 

2:40—3:00 p.m. MT BREAK (20 Minutes)
2:00—3:40 p.m. (PT)
3:00—4:40 p.m. (MT)
4:00—5:40 p.m. (CT)
5:00—6:40 p.m. (ET)
2 Hrs CPE

 

Goodwill and Executive Compensation in Business Valuation
Janae Castell

Register for Á La Carte Session

 

 

Alternate Dispute Resolution and Mediation
Judge Driscoll, Judge Platt (Ret.), Judge Yates, Melissa Gragg, Michael Kaplan

Register for Á La Carte Session

 

Looking Different: Becoming Intentional with your Marketing Strategy
Garrett Wagner, C3 Evolution Group

Register for Á La Carte Session

 

An Exit Planning Market Update: Following the 2021 M&A Super-cycle
Jessica LeClair, John Leonetti, Kent McKown

Register for Á La Carte Session

 

4:40—5:00 p.m. MT BREAK (20 Minutes)
4:00—4:50 p.m. (PT)
5:00—5:50 p.m. (MT)
6:00—6:50 p.m. (CT)
7:00—7:50 p.m. (ET)
1 Hr CPE

 

Hardball with Hitchner: Solid Answers to Your Tough Questions
Jim Hitchner, Kate Morris, Janae Castell, and Panelists

Register for Á La Carte Session

 

5:50 p.m. MT End of Day
Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management Specialty Applications
Friday, August 19, 2022
 
6:30—8:00 a.m. MT Registration, Continental Breakfast, and Exhibits
6:00—6:50 a.m. (PT)
7:00—7:50 a.m. (MT)
8:00—8:50 a.m. (CT)
9:00—9:50 a.m. (ET)
2 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents

7:50—8:10 a.m. MT BREAK (20 Minutes)
7:10—8:00 a.m. (PT)
8:10—9:00 a.m. (MT)
9:10—10:00 a.m. (CT)
10:10—11:00 a.m. (ET)
1 Hr CPE

 

Keynote: State of the Profession
Chris Mercer

Register for Á La Carte Session

 

Session Tracks TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
9:00—9:20 a.m. MT BREAK (20 Minutes)
8:20—10:00 a.m. (PT)
9:20—11:00 a.m. (MT)
10:20—12:00 p.m. (CT)
11:20—1:00 p.m. (ET)
2 Hrs CPE

 

Inflation and Russia- Ukraine Conflict: Impact on Cost of Capital Assumptions

Carla Nunes, Jim Harrington

Register for Á La Carte Session

 

 

Adding Exit Planning & Business Consulting to Your Practice
Jessica LeClair, John Leonetti, Kent McKown

Register for Á La Carte Session

 

 

Working Out the Kinks: Looming Supply Chain Disputes
Brad Sargent, James Spencer, Steven Suflas

Register for Á La Carte Session

 

Using the VFC DLOM Calculator to Estimate Probability Based Discounts for Lack of Marketability
Marc Vianello

Register for Á La Carte Session

11:00—11:20 a.m. MT BREAK (20 Minutes)
10:20—11:10 a.m. (PT)
11:20—12:10 p.m. (MT)
12:20—1:10 p.m. (CT)
1:20—2:10 p.m. (ET)
1 Hr CPE

 

Using Liquidity for Determining Illiquidity: Another Way to Justify Your DLOM
Brian Pearson

Register for Á La Carte Session

 

Family Law Round Table
Cheryl Connors, Stephanie Hyland, Joo Park

Register for Á La Carte Session

 

2022 Pepperdine Private Capital Markets Report
Craig Everett

Register for Á La Carte Session

Using Internet and Social Media Analytic Tools for Valuation and Damages Calculations
Doug Bania, Edgar Bustillos

Register for Á La Carte Session

12:10—1:00 p.m. MT LUNCH (50 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

 

 

Valuation and Growth Drivers
Dr. Ashok Abbott

Register for Á La Carte Session

 

 

Proving Mortgage Fraud with Financial Forensics
Marie McDonnell

Register for Á La Carte Session

 

Building Better BV Engagements: Hands on Tools to Save Time and Money
Josh Horn, Gregory Clark

Register for Á La Carte Session

Inflation, Growth, and Corporate Value
Prof. Dr. Bernard Schwetzler

Register for Á La Carte Session

2:40—3:00 p.m. MT BREAK (20 Minutes)
2:00—3:40 p.m. (PT)
3:00—4:40 p.m. (MT)
4:00—5:40 p.m. (CT)
5:00—6:40 p.m. (ET)
2 Hrs CPE

 

How to Correct Your (and Opposition's) Economic Benefit Stream

Darrell D. Dorrell

Register for Á La Carte Session

 

Case of the Cash Flow Fiasco Interactive Case Study
Leah Wietholter

Register for Á La Carte Session

Valuing an Automobile Dealership
Michael McKean

Register for Á La Carte Session

 

4:40—5:00 p.m. MT BREAK (20 Minutes)
4:00—4:50 p.m. (PT)
5:00—5:50 p.m. (MT)
6:00—6:50 p.m. (CT)
7:00—7:50 p.m. (ET)
1 Hr CPE

 

Hardball with Hitchner: Solid Answers to Your Tough Questions
Jim Hitchner, Lari Masten, Robert Carter, and Panelists

Register for Á La Carte Session

 

5:50 p.m. MT End of Day
Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management Specialty Applications