Event Program
* All times are Eastern Time
| Monday, November 16, 2020 |
| 9:30 a.m.–6:15 p.m. 8 Hrs CPE |
Current Update in Valuations (CUV) |
| Tuesday, November 17, 2020 |
| SESSION TRACKS |
Track One | Track Two |
| 10:45 a.m.–12:25 p.m. 2 Hrs CPE |
Regulatory Overview for Valuation Professionals Jessica Bailey-Wheaton, Todd Zigrang |
Beyond the Numbers: Using Psychology Hacks to Influence Outcomes Cristina L. Filippo, T.J. Liles-Tims |
| 12:25–12:40 p.m. |
Break
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|
| 12:40–2:20 p.m. 2 Hrs CPE |
How the Subsequent Event Standards Impact Your Business Valuation in light of COVID-19 Marc Bello |
Understanding the New Subchapter V Small Business Bankruptcy Process Michael Pakter |
| 2:20–3:00 p.m. |
Lunch
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|
| 3:00–4:40 p.m. 2 Hrs CPE |
Building Blocks to Prepare the Valuation Report Ron Rudich |
Survival in Court—Five Ways an Industry Expert can Bolster the Credibility of Your Opinions Brian Dillard, Michael Kaplan |
| 4:40–4:55 p.m. |
Break
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|
| 4:55–6:35 p.m. 2 Hrs CPE |
COVID-19 Issues Impacting the IRS Mike Gregory |
Marital Spending and Income Analysis Hubert Klein |
| Business Valuation | Healthcare | Financial Reporting | Exit Planning/M&A | Financial Litigation/ Expert Witness |
Practice Management | Current Trends |
| Wednesday, November 18, 2020 |
| SESSION TRACKS |
Track One | Track Two |
| 10:45 a.m.–12:25 p.m. 2 Hrs CPE |
Managing Business Interruptions and Lost Profits Engagements Robert Carter, Kerrie Merrifield |
|
| 12:25–12:40 p.m. |
Break
|
|
| 12:40–2:20 p.m. 2 Hrs CPE |
Audit Evidence Versus Forensic Evidence Francisco "Frank" Rosillo |
|
| 2:20–3:00 p.m. |
Lunch
|
|
| 3:00–4:40 p.m. 2 Hrs CPE |
Normalizing Owner Compensation with RCReports Paul Hamann |
|
| 4:40–4:55 p.m. |
Break
|
|
| 4:55–6:35 p.m. 2 Hrs CPE |
Fundamentals of Financing Modeling and Forecasting Mark Shirley |
|
| Business Valuation | Healthcare | Financial Reporting | Exit Planning/M&A | Financial Litigation/ Expert Witness |
Practice Management | Current Trends |
| Thursday, November 19, 2020 |
| SESSION TRACKS |
Track One | Track Two |
| 9:40–10:30 a.m. 1 Hr CPE |
Perspectives on Valuation, Growth and Exit Planning in a Post-Pandemic World John Leonetti, Chris Mellen |
|
| 10:30–12:40 p.m. |
Break
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|
| 10:45–12:25 p.m. 2 Hrs CPE |
Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm Greg Chambers |
Considering Fraud in PPP and EIDL Loans when Conducting a Business Valuation Dr. Robert K. Minniti |
| 12:25–12:40 p.m. |
Break
|
|
| 12:40–2:20 p.m. 2 Hrs CPE |
Testing, Validating, and Supporting Company Specific Risk—"Do We Have a Philosopher's Stone?" Lari Masten |
|
| 2:20–3:00 p.m. |
Lunch
|
|
| 3:00–4:40 p.m. 2 Hrs CPE |
ESOP—Disrupting the Exit Strategy Platform Stephen White |
Monte Carlo Simulation—Assessing a Reasonable Degree of Certainty David Solis |
| 4:40–4:55 p.m. |
Break
|
|
| 4:55–6:35 p.m. 2 Hrs CPE |
Mitigating Risk of Business E-mail Compromise Dorothy Haraminac |
|
| Business Valuation | Healthcare | Financial Reporting | Exit Planning/M&A | Financial Litigation/ Expert Witness |
Practice Management | Current Trends |