Concurrent Courses

Business Valuation Report Peer Review—Case Analysis In Person (CAP)

November 13, 2017
The Profession's First and Only Business Valuation Report Peer Review

The peer review of valuation reports offered through the Case Analysis in Person (CAP) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

Click here to learn more and register now.


Current Update in Valuations (CUV)

November 13, 2017

Essential Updates on Recent Valuation Trends, Techniques, and Opinions

The primary objective of this interactive course is to deliver training and tools for you to produce a strong, defensible work product that will lead to increased confidence in your opinions. The course provides critical education from the foundation up by revisiting the core body of knowledge for business valuations.

The course incorporates “what’s new” in the valuation industry and relates it to the everyday practical work product. It weaves current and ongoing developments and the essentials outlined in Revenue Ruling 59-60 with a comprehensive understanding of recent valuation trends, techniques, and opinions. It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

Click here to learn more and register now.

Broadcast Live online broadcast from this location is also available. Click here to register for the online broadcast.


Business Valuation Certification and Training Center (CVA® Credentialing Program)

November 13–18, 2017

Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.

Gain credibility in the business community and demonstrate competency to the courts by achieving a certification in business valuation.

The Business Valuation Certification and Training Center (BVTC) offered live in cities throughout the U.S., live online, or through self-study, delivers the most comprehensive and complete foundational training teaching to the body of knowledge on how to value private business enterprises. The training prepares attendees to pass any business valuation certification exam offered in the profession; particularly the CVA designation offered by NACVA. 

Click here to learn more and register now.


Litigation Report Writing Workshop

November 13, 2017

Effective Approaches to Writing for Damages Reports and Litigation Matters

In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports with an emphasis on content, language, supporting evidence, exhibits, and professional standards compliance. Attendees will be asked (not required) to submit a redacted expert report to the instructor prior to the date of the class. All arrangements will be made with NACVA Headquarters for this submission.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

Click here to learn more and register now.


Foundations of Financial Forensics Workshop

November 13–18, 2017

Unlike most financial forensics training that tends to be general in scope, the Foundations of Financial Forensics Workshop provides attendees with an understanding of the professional responsibilities and legal underpinnings necessary to providing credible financial forensics services along with an overview of the highest growth areas of financial forensics practice. The nationally recognized and seasoned financial forensic experts who teach the program also dive into the methodologies and approaches for calculating damages, financial investigative and forensic accounting techniques, skills development for communicating with judges, attorneys, and juries, and practice building strategies that are being employed by successful and emerging financial forensic analysts. Training and certification in this field will greatly assist CPAs and other financial experts to build their practice in this rapidly growing financial consulting niche. The workshop teaches to the body of knowledge for financial forensics and prepares attendees to achieve the Master Analyst in Financial Forensics® (MAFF®) credential. MAFF candidates can fulfill the foundational experience prerequisite with attendance at this workshop.

Click here to learn more and register now.


Forensic Accounting Academy©

November 14–17, 2017

The Art & Science of Investigating People & Money© 

Despite the chronic and compelling need for financial forensics and forensic accounting expertise, the accounting and financial professions have yet to embrace or even offer a cogent and comprehensive forensic accounting toolsbased methodology. That deficiency has plagued our economy…until now. The Forensic Accounting Academy© (Academy) is the most all-inclusive training in forensic accounting available to date. The intensive and hands-on, four-day Academy provides a one-stop source of 300+ tools, techniques, methods, and methodologies applicable to virtually any large or small financial matter, whether civil, criminal, or dispute, and defines the financial forensics/forensic accounting profession: “The Art & Science of Investigating People & Money©.”

The Academy content is designed for both financial and non-financial professionals who require sophisticated investigative and analytical skills to stay abreast of increasing civil and criminal wrongdoer treachery. Advanced skills are essential as people and money resources diminish. Those who complete the Academy become qualified as Forensic Operators©—financial forensics-capable personnel who possess unique and specific skills, knowledge, experience, education, training, and integrity beyond the mere financial realm.

The Academy centers around the Forensic Accounting Investigation Methodology© (FAIM©), a proprietary Internet-based hyperlinked methodology which delivers immediately useable and practical skills—NOT theory—that attendees will immediately deploy upon return to their responsibilities. The 300+ financial forensics/forensic accounting tools, techniques, methods, and methodologies are offered nowhere else and in no other programs throughout the U.S. FAIM© is the only financial forensics/forensic accounting methodology published by the United States Department of Justice and the American Bar Association.

Click here to learn more and register now.


Report Writing: Review and Analysis

November 16–17, 2017

Best Practices to Bullet-Proof Your Valuation Reports

This engaging course is structured around the valuation engagement and report writing experiences of the attendees. As their specific issues are addressed, attendees will see examples of how to organize valuation reports, develop an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator.

It is incumbent upon the valuator to fully understand the standards by which his or her valuation report will be judged. Review standards are fully implemented in the business valuation profession, but few professionals know full-well how to apply them to their own valuation reports. Conventional report writing classes do not delve much into the review process. Report Writing: Review and Analysis includes those elements of the business appraisal review process that will make attendee’s valuation reports much better—readable, credible, and persuasive.

Applicants for the Certified Valuation Analyst® (CVA®) designations, and practitioners who hold a business valuation credential, will find the course instrumental in producing their case studies and demonstration reports for accreditation.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

Click here to learn more and register now.


Expert Witness Bootcamp

November 16–18, 2017

Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The bootcamp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand. 

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Matrimonial Expert Witness Bootcamp

November 16–18, 2017

Each attendee will participate as a testifying and consulting expert in a trial involving family law issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The bootcamp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand. 

Click here to learn more and register now.