Event Program

The profession's leading experts will present the latest developments impacting the profession.

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Monday, December 11, 2017
NACVA Recertification
6:30–8:15 a.m.
2 Hrs CPE
Case Analysis in Person
8:30 a.m.–5:15 p.m.
8 Hrs CPE
Current Update in Valuations
Garth Tebay
Tuesday, December 12, 2017
SESSION
TRACKS
Business Valuation and Financial Litigation—How to Do It: From Foundations to Advanced Specialty Areas of Practice
8:00–8:50 a.m.
1 Hr CPE
KEYNOTE:
Your Practice Identity—Your Key to Positioning, Promoting, and Profiting from Your Expertise

Mel Abraham
9:15–11:50 a.m.
3 Hrs CPE
Valuation in Disputes
Rebekah Smith
Techniques to Use to Simplify Your Financially Complex Matrimonial Cases
Karen Kaseno
The Twin Value Gap—Linking Your Client's Business to Their Personal Financial Plan
George Sandmann
12:50–2:30 p.m.
2 Hrs CPE
The Business Appraiser as Client Advocate
Howard Lewis
Review Report, Rebuttal Report, or Both?
P. Dermot O'Neill
Grantor Trusts—What Every Practitioner Should Know about IDGTs
Eido Walny
2:50–4:30 p.m.
2 Hrs CPE
Common Sense and the S Corp Value Question—A Reality Check
Sara von Helfenstein
The Expert's Role in Financial Litigation—Real-World Guidance for Managing the Engagement
T.J. Liles-Tims
Practical Application of ASC 805 and Best Practices for Financial Reporting Engagements
Nathan DiNatale
4:50–5:40 p.m.
1 Hr CPE
Getting Paid What Your Services are Worth
Stephen Kirkland
Wednesday, December 13, 2017
SESSION
TRACKS
Business Valuation and Financial Litigation—How to Do It: From Foundations to Advanced Specialty Areas of Practice
8:00–8:50 a.m.
1 Hr CPE
KEYNOTE:
10 Practice Development Tips for 2018

Lee Frederiksen
9:15–11:50 a.m.
3 Hrs CPE
The Sanity Check—Hypothetical Willing Buyer and Willing Seller Test
Jill Ellen R. Christopher,
Garth Tebay
The Impact of Adverse Regulatory Action on Valuation
Chris Hamilton
Commercial Reasonableness of Physician Compensation—Analytical Update with MACRA
Todd Zigrang
12:50–2:30 p.m.
2 Hrs CPE
Matching Fundamental Risk and Return—Plus a Special Preview of Duff & Phelps' New Tools for 2018
James Harrington
Financial Statements are Written Confessions© 
Darrell D. Dorrell
Value Enhancement in Relation to an Exit Plan
Linda Nayder
2:50–4:30 p.m.
2 Hrs CPE
Valuing Complex Family Limited Partnerships and LLCs
Bruce Johnson
Forensic 2.0—Digital Age and Electronically Stored Information
Christina Chard
Nuances in the Valuation of Service Line Joint Ventures
Jason Ruchaber
4:50–5:40 p.m.
1 Hr CPE
Conversations with the Masters—Panel Q&A

 

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Note: Broadcasted sessions are subject to change.