Event Program

Full Conference Registration

Á La Carte Session Registration available as noted in the agenda below.
Registration Fees: $95 Members; $105 Non-Members for one or two hour sessions.
No discounts available on Individual Sessions. If you have registered for the full conference do not register for individual sessions, you will be provided session selection options seperately.

* All times are Eastern Time

Monday, December 7, 2020
9:30 a.m.–6:15 p.m.
8 Hrs CPE
Current Update in Valuations (CUV)
Tuesday, December 8, 2020
SESSION
TRACKS
Track One—Best Practices in Business Valuation Track Two Track Three
9:40–10:30 a.m.
1 Hr CPE
Keynote: Inside the Buyer's Brain
Lee Frederiksen
10:30–10:45 a.m.
Break
10:45 a.m.–12:25 p.m.
2 Hrs CPE
The Income Approach, including the Capitalized Cash Flow Method and the Discounted Cash Flow Method
Jim Hitchner

Regulatory Overview for Valuation Professionals
Jessica Bailey-Wheaton, Todd Zigrang

Purchase Individual Session

12:25–12:40 p.m.
Break
12:40–2:20 p.m.
2 Hrs CPE
Cost of Capital
Jim Hitchner

Understanding the New Subchapter V Small Business Bankruptcy Process
Michael Pakter

Purchase Individual Session

How the Subsequent Event Standards Impact Your Business Valuation in Light of COVID-19
Marc Bello

Purchase Individual Session

2:20–3:00 p.m.
Lunch
3:00–4:40 p.m.
2 Hrs CPE
Growth Rates
Jim Hitchner

Survival in Court—Five Ways an Industry Expert can Bolster the Credibility of Your Opinions
Brian Dillard, Michael Kaplan

Purchase Individual Session

Building Blocks to Prepare the Valuation Report
Ron Rudich

Purchase Individual Session

4:40–4:55 p.m.
Break
4:55–6:35 p.m.
2 Hrs CPE
Case Study and Sample Report
Jim Hitchner

Marital Spending and Income Analysis
Hubert Klein

Purchase Individual Session

COVID-19 Issues Impacting the IRS
Mike Gregory

Purchase Individual Session

Business Valuation Healthcare Financial Reporting Exit Planning/M&A Financial Litigation/
Expert Witness
Practice Management Current Trends
Wednesday, December 9, 2020
SESSION
TRACKS
Track One—Best Practices in Business Valuation Track Two Track Three
9:40–10:30 a.m.
1 Hr CPE

Keynote: The Year that was COVID-19
Roger Grabowski

Purchase Individual Session

10:30–10:45 a.m.
Break
10:45 a.m.–12:25 p.m.
2 Hrs CPE
The Market Approach, including the Guideline Company Transactions Method and the Guideline Public Company Method
Jim Hitchner

Managing Business Interruptions and Lost Profits Engagements
Kerrie Merrifield

Purchase Individual Session

Normalizing Owner Compensation with RCReports
Paul Hamann, Stephen Kirkland

Purchase Individual Session

12:25–12:40 p.m.
Break
12:40–2:20 p.m.
2 Hrs CPE
Pass-Through Entities, including Tax Affecting and Pass-Through Entities Premium Models
Jim Hitchner

Audit Evidence vs. Forensic Evidence
Francisco "Frank" Rosillo

Purchase Individual Session

2:20–3:00 p.m.
Lunch
3:00–4:40 p.m.
2 Hrs CPE
Business Valuation and COVID-19
Jim Hitchner

Beyond the Numbers—Using Psychology Hacks to Influence Outcomes
Cristina L. Filippo, T.J. Liles-Tims

Purchase Individual Session

4:40–4:55 p.m.
Break
4:55–6:35 p.m.
2 Hrs CPE
Case Study and Sample Report
Jim Hitchner

Fundamentals of Financial Modeling and Forecasting
Mark Shirley

Purchase Individual Session

Disruption and Opportunity in CPA Firm M&A
John Bly, Bob Lewis

Business Valuation Healthcare Financial Reporting Exit Planning/M&A Financial Litigation/
Expert Witness
Practice Management Current Trends
Thursday, December 10, 2020
SESSION
TRACKS
Track One—Best Practices in Business Valuation Track Two Track Three
9:40–10:30 a.m.
1 Hr CPE

What Can Valuation Analysts Learn from Behavioral Economists?
Travis Harms

Purchase Individual Session

10:30–10:45 a.m.
Break
10:45 a.m.–12:25 p.m.
2 Hrs CPE
Discounts and Premiums, including Discounts for Lack of Marketability
Jim Hitchner

Considering Fraud in PPP and EIDL Loans when Conducting a Business Valuation
Dr. Robert K. Minniti

Purchase Individual Session

Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm
Greg Chambers

Purchase Individual Session

12:25–12:40 p.m.
Break
12:40–2:20 p.m.
2 Hrs CPE
Discounts and Premiums, including Lack of Control and Control Premiums
Jim Hitchner

Playin' by the Rules Dealing with Federal Rules of Evidence and Civil Procedure
Zach Meyers

Purchase Individual Session

Testing, Validating, and Support Company Specific Risk—"Do We Have a Philosopher's Stone?"
Lari Masten

Purchase Individual Session

2:20–3:00 p.m.
Lunch
3:00–4:40 p.m.
2 Hrs CPE
Business Valuation Standards
Jim Hitchner

Monte Carlo Simulation—Assessing a Reasonable Degree of Certainty
David Solis

Purchase Individual Session

ESOP—Disrupting the Exit Strategy Platform
Stephen White

Purchase Individual Session

4:40–4:55 p.m.
Break
4:55–6:35 p.m.
2 Hrs CPE
Case Study and Sample Report
Jim Hitchner

Qui argentum, et investigandis
Darrell D. Dorrell

Purchase Individual Session

Mitigating Risk of Business E-mail Compromise
Dorothy Haraminac

Purchase Individual Session

Business Valuation Healthcare Financial Reporting Exit Planning/M&A Financial Litigation/
Expert Witness
Practice Management Current Trends