Financial Valuation
Virtual Conference

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Differentiate between the various Income Approach methods and data inputs
• Apply best practices and avoid mistakes in the income approach, including discount rates, growth rates, normalization adjustments, Capitalized Cash Flow Method, and Discounted Cash Flow Method
• Assess how to apply and support probabilistic scenario analyses

Since the 2010 passage of the ACA, providers are facing increased regulatory scrutiny, much of which attention is focused on the strict prosecution of fraud and abuse violations, in part, as an avenue to help finance the ACA. The sweeping nature of the ACA will continue to drive ongoing changes in the structure, operation, and financing of many healthcare provider enterprises, likely resulting in an even further increase in hospital/physician practice integration/transactional activities, as well as an increase in the number of U.S. physicians that are currently employed by hospitals. 

This session will present an overview of the healthcare industry’s regulatory environment and will explore the framework through which the interplay between the various federal and state laws within the U.S. healthcare delivery system interact within the context of fraud and abuse regulation and enforcement; tax regulations; licensure and accreditation; competition laws; privacy laws; other federal regulations; and the ACA.
 

After completing this session, attendees will be able to:

• Recognize tax regulations as they relate to tax-exempt healthcare organizations and their employees, as well as provider taxes, ad valorem taxes, and excise, sales, and use taxes, and how they impact the valuation of a healthcare organization
• Identify the healthcare fraud and abuse laws, including the Anti-Kickback Statute, the Stark Law, and the False Claims Act, as well as the regulatory bodies that enforce them
• Describe the thresholds of fair market value and commercial reasonableness

This session will address all you wanted to know about the new Bankruptcy Code Subchapter V.

After completing this session, attendees will be able to:

• Identify the new Subchapter V of Chapter 11 of the Federal Bankruptcy Code for “small business debtors” 
• List the principal changes for Chapter 11 Subchapter V cases 
• List the role of the US Trustee in Subchapter V cases

Provide an understanding of how to apply the subsequent event standard to the COVID-19 Pandemic. Review of Known or Knowable.  What to information include and exclude in your business valuation. How to integrate factors resulting from COVID-19 into your business valuation.

After completing this session, attendees will be able to:

•    Identify factors pertaining to COVID-19 to include and consider to prepare a business valuation
•    Identify subsequent events which should be properly excluded from a business valuation date
•    Apply properly the subsequent event standard

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Differentiate between the various Income Approach methods and data inputs
• Apply best practices and avoid mistakes in the income approach, including discount rates, growth rates, normalization adjustments, Capitalized Cash Flow Method, and Discounted Cash Flow Method
• Assess how to apply and support probabilistic scenario analyses

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Apply processes to support long-term growth rates
• Develop an understanding inflation and GDP
• Explore supporting interim growth rates

The litigation environment can have a huge impact on the valuation process. Litigation virtually guarantees a challenge to the valuation expert’s opinions and credentials, and invariably adds additional requirements and restrictions on the methodology, evidence and assumptions that underlie the valuation opinion.    

In this session Industry Expert Brian Dillard and Forensic Valuation Expert Michael Kaplan explore the dynamics of valuation in the litigation environment—focusing upon the risks that accompany traditional approaches to valuation and how an industry expert can provide foundational evidence and alternative perspectives that will significantly bolster the credibility of the valuation expert’s conclusions.

After completing this session, attendees will be able to: 

• Describe additional risks that the litigation environment brings to the valuation process
• Identify potential deficiencies and risks inherent in traditional approaches to the valuation process
• Recognize areas in which an industry expert introduces credibility well beyond traditional research and valuation analytics

In order to prepare a valuation report, the valuator must be able to understand and apply correctly the methodologies that are germane to the subject company and the reason for the business valuation. To that end, we will begin by reminiscing Revenue Ruling 59-60 and digesting what it relates even for us today. Then we will discuss and digest various methods utilized within the Asset, Income, and Market Approaches.

After attending this session, attendees will be able to:

• Identify critical thinking within each valuation approach
• Identify possible new methodologies with which to utilize within an approach
• Articulate a better valuation report once the work provided is better understood

The estimation of the parties spending on lifestyle and income available for support are major issues in most divorce proceedings. This session will focus on the various issues encountered and how to fill in the open holes due to missing or incomplete information. A discussion on analyzing and reconciling data to presenting this information in schedules and reports to be used for trial or settlement.

After completing this session, attendees will be able to:

• Identify that various issues practitioners commonly encounter is family law engagements
• Assemble data and recognize the holes in discovery production and recommend solutions to assist parties
• Compose reports as well as critique reports of others summarizing the impact of the data on their analysis

In this session you will learn what steps to take to avoid an audit and what steps to take should your appraisal be audited by the IRS. You will know what to do regarding the top three audit areas by the IRS of business valuation appraisals. You can take action based on recommendations on how to work with the IRS. Knowing Congressional expectations, and morale at the IRS, you will be coached on how you should work with the IRS should your business valuation appraisal be audited. A best practice proactive example will be presented so that you too can learn from this example and take appropriate actions.

After completing this session, attendees will be able to:

• Explain what the IRS is intending to do regarding business valuations in 2021
• Explain what the implications of what the IRS can do in 2021
• Prepare for their business valuation appraisal to be audited
• Recognize when to adjust their work based on recent court cases and IRS new polices
• Employ constructive steps to work with the IRS

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Implement case studies and sample reports to best practices
• Implement report writing tips
• Differentiate the valuation methods and reconciliation

In this session the presenter will review the impact COVID-19 has had on valuations—which companies and industries have been impacted long-term and their likely recovery.

After completing this session, attendees will be able to: 

• Recognize and analyze the impact of COVID-19 on expectations impacting valuations

This session covers the foundations and fundamentals of business income and extra expense damages information. It includes alternative approaches and methodologies, notable insurance policy sections, foundational evidence and research sources, and reporting guidelines and strategies embraced by the most effective business damages experts.

After completing this session, attendees will be able to:

• Recognize the differences between traditional lost profits and interruption claims
• Explain the relevant time periods within an interruption claim
• Implement interruption claims using the two common damage calculation methods

This session explains the accepted methodologies for normalizing owner compensation in business valuations. The cost, market, and income approaches will be explained with examples. Demonstrations of RCReports software will show how to obtain compensation data for each approach. Practical tips and recommendations for improving efficiencies, documenting analyses, and avoiding common mistakes will also be provided.

After completing this session, attendees will be able to:

• Apply the methodologies for normalizing compensation of business owners and their family members
• Assess when and where each approach should be used
• Collect comparability data from RCReports
• Debate conclusions on this important and sensitive adjustment
   

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Calculate, select, and adjust valuation market multiples
• Identify best practices in applying the Guideline Company Transactions Method, including the level of reliability
• Research and select appropriate databases for guideline companies and completed transactions
• Identify best practices and the intricacies in selecting guideline public companies and calculating multiples

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Demonstrate the best way to present tax-affecting
• Review the use of S corp models and the so-called S corp premium
• Summarize the nuances of the IRS S Corp Job Aid
• Assess the latest S corp court cases and how to use them
• Carry out reconciling different values

In this session the presenter will discuss the following: 1) Comparisons of the Traditional Audit Model based on Management Assertions to the Forensic “Testimonial Model"; 2) Forensic Credentials—Fraud Related versus Litigation Support Related; 3) Similarities between an Audit Engagement versus a Forensic Engagement; and 4) Practice Tips for a successful forensic engagement and the management of forensic evidence.

After completing this session, attendees will be able to:

• Identify the tools and knowledge necessary to understand the nature, differences, and similarities of forensic evidence used during the litigation process and audit evidence normally gathered during a traditional audit engagement
• Evaluate court room etiquette and rules of evidence applicable to the testifying expert in support of an opinion proffered

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Articulate what is “Known or Knowable” and valuation dates
• Identify Subsequent events
• Discount rates
• Determine appropriate adjustments (i.e., premiums and discounts) to be applied to an indicated value
• Assess the effect on S corps
• Assess how to apply and support probabilistic scenario analyses
• Determine the use of government and other economic projections

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Implement case studies and sample reports to best practices
• Implement report writing tips
• Differentiate the valuation methods and reconciliation

Financial modeling is simply a mathematical model developed to solve a specific financial or accounting problem. Financial forecasting applies mathematical modeling methods to provide alternative probable quantitative outcomes for a specific proforma (historic) or prospective financial decision.

Financial modeling applied to forecasting is a sequential processing dependent on the defined objectives, development of valid assumptions, assembling sufficient data, model formulation, implementation, and testing. The three fundamental forecasting models include Times Series analysis, Cause-and-Effect and Judgmental. Selecting the appropriate modeling method based on is based on the outcome objectives and assembled data. A systematic approach to assembling and evaluating the data based on the design objectives and assumptions is critical. Initial perceptions and observations may require revision during the process to achieve the design objectives.

After completing this session attendees will be able to: 

• Utilize financial modeling as an analytical tool to improve decision making
• Describe the structured process of developing a financial model
• Identify common errors occurring in financial models
• Recognize financial forecasting as a measure of the mathematical relationships intrinsic to financial accounting
• List elements of constructing a movable and scalable financial forecast which is an extension of the historic data
• Evaluate the calculation and minimization of forecasting errors
• Describe the evaluation of financial model outcomes in determining optimum and acceptable solutions to the decision problem

In this session CPA M&A experts will discuss the changing CPA M&A landscape and opportunities that exist in the market.

After completing this session attendees will be able to:

• Analyze Pre-COVID Vs. Post-COVID M&A environment
• Identify deal drivers – the "Why" a candidate firm wants to merge or sell
• Manage Expectations for Both the Seller and Buyer
• Identify difficult deal points
• Explain tips on closing the deal

In our quest for technical proficiency, valuation analysts risk forgetting that valuation is ultimately a social science. In this session, we will review some of the key findings from the field of behavioral economics and how they apply to the valuation task.

After completing this session, attendees will be able to:

• Describe the key findings of behavioral economics
• Illustrate how those findings apply to valuation practice
• Propose ways that valuation analysts can integrate behavioral economics principles into valuation practice

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Apply the various Valuation Products and Services (VPS) DLOM option calculators and other models and templates, including: VPS Restricted Stock Study Quintile Calculator, Black Scholes/Chaffe Calculator, Finnerty Calculator, Ghaidarov Calculators, Longstaff Calculator, QMDM Template, Quantitative Methods Comparison Template, Illiquidity Premium Calculator, and C Corporation Equivalent Dividend Yield Calculator
• Differentiate among the most well-known restricted stock and pre-IPO databases, including: FMV Opinions, Pluris, and Valuation Advisors
• Analyze the various option pricing models, including: Black-Scholes/Chaffe, Longstaff, Finnerty, and Ghairdarov
• Evaluate various analytical methods, including: Wruck; Hertzel and Smith; Bajaj; Abbott; Ghairdarov; Katsanis; LEAPS; NERA CAPM and Mandelbaum-type analyses
• Assess the IRS DLOM Job Aid

Information Forthcoming

Information Forthcoming

Growing your firm can be a roller coaster ride. There are highs where projects seem to come out of nowhere followed by low, flat, painful droughts that make you question your firm's very existence. In this session, the presenter will take you through in-depth examples of the work his professional service clients have done to build Never Ending Pipelines of opportunities and prospects.

After completing this session, attendees will be able to:

• Create a system for identifying your prospect's decision process for procuring services
• Utilize customer input to define pipeline stages to match their decision process
• Assemble your marketing vendor's effort for better outcomes
• Revise internal measurements and bring down your cost per opportunity

Many accountants and expert witnesses are perfectly happy to bring their expertise to bear on analyzing financial records and uncovering the underlying facts of a loss. But they draw the line at testifying out of concern that opposing counsel will use cross-examination to make them look foolish—or worse, succeed.

In this session, the presenter will review the evidentiary and procedural rules pertaining to expert witness testimony and discuss: (a) best practices to prepare for deposition or court testimony, (b) critical things to understand during the testimony and (c) ways to deal with some of the typical “gotcha” questions that arise.

After completing this session, attendees will be able to:

• Identify the rules governing witness, and particularly expert witness, examination
• Identify "best practices" to prepare for cross-examination
• Identify a variety of cross-examination techniques and "gotcha" questions

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Determine the use of control premiums and minority discounts
• Explain the math and concepts behind control premium/minority discount data

Knowledge of the rules of civil procedure and evidence as they relate to expert witnesses, their reports, their testimony, and provides an arsenal for challenging expert witnesses on cross examination as well as armor to protect experts from opposing counsel. This session will provide experts with updates on current issues in, and changes to, the Federal Rules of Evidence and Civil Procedure relevant to their role in the litigation process while highlighting differences between federal and state practices.

After completing this session, attendees will be able to:

• Construct stronger expert reports
• Prepare for rigorous cross-examination (as either the witness or the interrogator)

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this course, attendees will be able to:

• Apply business valuation standards, along with the use of calculations, which includes two up-to-date sample calculation reports

In the world of evaluating damages, experts must grapple with achieving a reasonable degree of certainty. Whether it be projecting future earnings of an individual or forecasting revenue and expenses for a company, financial experts cannot with 100% certainty predict financial outcomes that have not occurred or did not occur. We therefore abide by the “reasonable degree of certainty” standard in applying our skills, knowledge, education, experience, and/or training to the facts of the matter, to form opinions on those financial outcomes that never actually occurred.  This session explores the application of Monte Carlo simulation to damages analyses that contain inputs that may not be known with a reasonable degree of certainty.

After completing this session, attendees will be able to:

• Define what Monte Carlo simulation is
• Demonstrate the uses of Monte Carlo simulation in financial forensics
• Construct Monte Carlo simulation models
• Apply Monte Carlo simulation to damages analyses
• Assess one's reasonable degree of certainty with Monte Carlo simulation
• Utilize Monte Carlo simulation for other purposes

Employee stock ownership plans (ESOPs) are popular forms of deferred compensation plans and can be effective tools for exit planning. ESOPs provide tax advantages for the business owner seeking to plan for ownership succession and retirement while retaining control of the business. Structured properly, ESOPs can enhance the company’s liquidity, preserve working capital, reduce a business owner’s income tax burden, provide the business with tax deductions, and offer tax-deferred income to employees.

After completing this session, attendees will be able to:

• Recognize the importance of how ESOPs can play an important role in the ownership succession planning
• Explain what an ESOP is and how it works
• Explain the critical role of valuation advisors in the ESOP process
• Recognize the characteristics of companies that are good ESOP candidates 
• Identify issues when it pertains to ESOP valuations

All Track One sessions are part of the three-day course Best Practices in Business Valuation—A Practical Approach to Advanced Issues and Applications which covers the latest developments in the valuation profession in a straightforward manner and with an emphasis on practical application. While other attendees may be participating in the course only—as a conference attendee, you can choose what sessions to attend from any track at any time.

• Are you tired of esoteric concepts and applications that few use and even fewer understand?
• Are you tired of answers like, “When you look at it this way the answer is this, but if you look at it that way the answer is that?”
• Do you scream when a presenter says “It depends” when asked a question, even a basic one?

The bottom line is that, while the valuation profession has come a long way, we still can’t come together and agree on many-and we mean many-valuation issues. 

The sessions in Track One will make you feel more comfortable that you know how to understand and apply valuation techniques in the most supportable way. It takes you through advanced issues and applications that you can use right away. Key issues relating to the income approach, capitalized cash flow method and discounted cash flow method will be discussed.

After completing this session, attendees will be able to:

• Implement case studies and sample reports to best practices
• Implement report writing tips
• Differentiate the valuation methods and reconciliation

This session is designed to provide an overview of basic cybersecurity practices, also known as cyber hygiene, and includes a detailed discussion of Business E-mail Compromise scams.

After completing this session, attendees will be able to:

• Identify the cycle of business email compromise scams
• Describe the deliverables of a business email compromise scam
• Recognize indicators of a business email compromise scam
• Learn methods for prevention in an organization
• Identify the scope of a business email compromise investigation for different purposes (e.g. civil, criminal, or an insurance claim)

This session's content is designed and constructed for financial and non-financial professionals who require sophisticated investigative, analytical, and reporting skills to stay ahead of accelerating civil and criminal wrongdoer duplicity. Content includes actual report format, analysis format, and live, in-class quizzes.

After completing this session, attendees will be able to:

• Describe the leading covert financial forensics tools, techniques, methods, and methodologies
• Identify the behavior and relevant human personality traits foundational to forensic assignments
• Gain exposure to the leading works, research, and practitioners in this arena
• Demonstrate the obscure yet powerful forensics tools and techniques
• Gain insight into how to target decision makers, e.g. attorneys, law enforcement, patriarchs/matriarchs, via the specialized fields of financial forensics