Forensic, Litigation, and Business Valuation Conference - VIRTUAL

Credits: 1.1 - Specialized Knowledge

This session is available to registrants only.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Credits: 1.5 - Specialized Knowledge

This session is available to registrants only.

This session is available to registrants only.

What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches, best practices and the impact from facts and
circumstances.

Credits: 1.4 - Specialized Knowledge

This session is available to registrants only.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Popular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money?

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Many professionals are unaware of how different cost of capital data sets that can be used together to improve cost of capital estimates or are familiar with the theory behind selecting one input versus another. This session will help valuation professionals understand how some of the cost of capital inputs are derived, while also walking through a case study on how to use various data sets to support industry risk and size adjustments. A brief discussion on selecting capital structures and concluding on cost of debt estimates will also be provided.

After completing this session, attendees will be able to: 

• Understand the background on how the Kroll normalized risk-free rate was derived and why the current spot yield on U.S. Treasuries is more appropriate as a risk-free rate for current valuations.
• Describe various methods that can be used to estimate the equity risk premium (historical, surveys, forward-looking measures).
• Adjust industry risk premium by selecting different types of CAPM betas.
• Distinguish between the Kroll CRSP Deciles Size Study and the Kroll Risk Premium Report when arriving at a size risk adjustment.
• Select a capital structure that is internally consistent with your standard of value and valuation purpose.
• Reflect the impact of higher interest rates on cost of debt estimates.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. 

Credits: 1.5 - Specialized Knowledge

This session is available to registrants only.

Credits: 1.3 - Specialized Knowledge

This session is available to registrants only.

This session is available to registrants only.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.  Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all.

Credits: 1.1 - Specialized Knowledge

This session is available to registrants only.

Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved.

Credits: 1.1 - Specialized Knowledge

This session is available to registrants only.