Concurrent Courses

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

December 11, 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 for the December 11 CAP session.


Current Update in Valuations (CUV)

December 11, 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 for the December 11 CUV course.

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)

December 11–16, 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

December 11, 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.


Forensic Accounting Academy©

December 11–14, 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.


Foundations of Financial Forensics Workshop

December 11–16, 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.

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


Valuing Family Limited Partnerships Workshop

December 12, 2017

Requisite Training for Gift, Estate Tax, and Income Tax Engagements

This workshop will introduce attendees to current methodologies and resources relating to the valuation of Family Limited Partnerships (FLPs) and similarly organized asset-holding companies. The workshop will focus on engagements for gift and estate tax as well as income tax planning. Attendees will be introduced to the empirical data, statutes, and case law that will help them form a solid discount conclusion in their valuations.

Click here to learn more and register now.


Intermediate Business Valuation Training Center

December 12–14, 2017

The Intermediate Business Valuation Training Center (Intermediate BVTC) is designed to expand on theories and methods taught in the Business Valuation Certification and Training Center. This program provides practical skills, covering all aspects of a typical engagement—from engagement acceptance through report delivery—and provides in-depth coverage of the latest theories as they relate to:

  • -Valuation approaches
  • -Reconciliation of values
  • -Discounts and premiums
  • -Practice management 


The Intermediate BVTC benefits both newly-credentialed valuators, as well as seasoned practitioners, looking to bolster their skills and efficiencies. All practitioners will come away with the skills required to both create and maintain a thriving valuation practice.

Click here to learn more and register now.


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

December 12, 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 for the December 12 CAP session.


Transaction Advisory Services (TAS) Workshop

December 12–14, 2017

Strategies and Tools to Grow, Enhance, Harvest, and Protect Your Client's Company Value

This workshop has been designed to provide attendees with the practical knowledge, strategies, and tools to assist their clients—whether internal or external—on how to grow, optimize, and protect their company’s value, and position them for a successful exit. This workshop shifts the emphasis of previous mergers and acquisitions (M&A) training programs from transactioncentric to shareholder value-centric where the M&A transaction is a “means to an end” rather than the “end” itself. It also explores how changing regulations are reshaping the middle-market M&A environment and provides corporate advisers, such as consulting practices and CPA firms, a systematic approach to grow revenues and differentiate their service offering.

Click here to learn more and register now.
 


Advanced Valuation: Applications and Models Workshop

December 13–14, 2017

This workshop is based on the new 2017 editions of Jim Hitchner’s Financial Valuation Applications and Models and Financial Valuation Workbook. The workshop includes an in-depth case study and detailed report which will take you to a new, advanced level of understanding business valuation and provide practical tools, data, and models attendees can use immediately in their practice. Taught by a team of nationally recognized valuation analysts, the instructors collaborate with attendees to share the most effective valuation procedures and real-world applications in the field of financial valuation. The instructors teach the theory, but also demonstrate how to apply the theory and appropriate models.

Click here to learn more and register now.


Report Writing: Review and Analysis

December 14–15, 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

December 14–16, 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. 

Click here to learn more and register now.


Matrimonial Expert Witness Bootcamp

December 14–16, 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.


Behavioral Forensics Academy™

December 15–16, 2017

Practical insights on the psychology of white-collar criminals—and how to outsmart them. 

For the first time ever, take an inside look at the mind of the fraudster. Behavioral Forensics takes you there, along with a fascinating exploration of what makes people fall for their swindles. It will make you take a longer look when hiring new employees and know what behavioral red flags to look for in the workplace.

The two-day Behavioral Forensics Academy™ is developed and taught by seasoned professionals from The Behavioral Forensics Group. Faculty includes two veteran FBI agents, a former accounting firm partner and ex-PCAOB’s Standing Advisory Group member with a PhD in psychology, and a Board-certified organizational psychiatrist who have written the prize-winning book, A.B.C.’s of Behavioral Forensics: Applying Psychology to Financial Fraud Prevention and Detection (John Wiley & Sons, 2013).

The program will bridge the interdisciplinary nature of the ecology of fraud and discuss the psychology of the “sharks” (predatory fraudsters who may exhibit “dark triad” personality characteristics), the psychology of the “marks” (the victims, especially because fraud is a trust crime in which the victim willingly parts with something of value; there is no coercion necessarily), and even the psychology of the “larks” (the whistleblowers who sing about corporate misdeeds as is becoming increasingly common).

Click here to learn more and register now.


Discounts for Lack of Marketability (DLOM) Workshop

December 15, 2017

The calculation of discounts for lack of marketability (DLOM) can be a complex, confusing task. In this workshop, we will help attendees simplify the process and increase confidence in performing their calculations by exploring the studies, databases, models, and methods used in the DLOM process.

The main feature of this workshop will be the presentation (by the authors) of the new Valuation Products and Services (VPS) Discount for Lack of Marketability Guide, along with detailed case studies. The new models include the VPS Restricted Stock Study Quintile Calculator (RSQC), which enables the user to adjust for differences in risk/volatility, holding periods, dividends, and Mandelbaum-type factors. The case study will also include a comprehensive look at various calculators, models, and templates.

The workshop will cover an examination of legacy restricted stock benchmark, pre-IPO studies, and several well-known databases, including: FMV Opinions detailed restricted stock database, Pluris detailed restricted stock database, and Valuation Advisors detailed pre-IPO database, and inspect analytical methods.

Click here to learn more and register now.


Current Update in Valuations (CUV)

December 16, 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 for the December 16 CUV course.