Conference Agenda
Wednesday, December 11 | Thursday, December 12 | Friday, December 13
Wednesday courses are not included with Conference Registration. These courses require an additional Registration Fee to attend.
|
Wednesday, December 11, 2024 | Pre-Conference Tri-Annual Recertification Day
|
| 6:00–8:30 a.m. PT | Registration and Continental Breakfast | |
|
6:30–8:10 a.m. PT 2 Hrs CPE |
Industry Standards and Ethics |
Business Valuation Report Peer Review: |
| 8:10–8:30 a.m. PT | Break 20 Minutes | |
|
Current Update in Valuations Course not included with Conference Registration. Requires additional Registration Fee to attend. |
||
|
8:30–10:10 a.m. PT 2 Hrs CPE |
Current Update in Valuation Session
Session not included with Conference Registration.
Requires additional Registration Fee to attend.
|
|
| 10:10–10:30 a.m. PT | Break 20 Minutes | |
|
10:30–12:10 p.m. PT 2 Hrs CPE |
Current Update in Valuation Session
Session not included with Conference Registration.
Requires additional Registration Fee to attend.
|
|
| 12:10–1:10 p.m. PT | Lunch Break 60 Minutes (lunch on own) | |
|
1:10–2:50 p.m. PT 2 Hrs CPE |
Current Update in Valuation Session |
|
| 2:50—3:10 p.m. PT | Break 20 Minutes | |
|
3:10–4:50 p.m. PT 2 Hrs CPE |
Current Update in Valuation Session |
|
| Business Valuation | Healthcare | Current Trends |
Exit Planning/ Mergers & Acquisitions |
Financial Litigation/ Expert Witness |
Practice Management | Specialty Applications |
All sessions will be Hybrid In-Person and Virtual.
|
Thursday, December 12, 2024
|
| 6:30–8:00 a.m. PT | Registration, Continental Breakfast, and Exhibits | |||
|
7:00–7:50 a.m. PT 1 Hr CPE |
Around the Valuation World Morning Show |
|||
| 7:50–8:10 a.m. PT | Break 20 Minutes | |||
|
8:10–9:00 a.m. PT 1 Hr CPE |
Don’t Gamble with Cybersecurity: Essentials for Valuation and Personal Protection |
|||
| 9:00–9:20 a.m. PT | Break 20 Minutes | |||
| Track One | Track Two | Track Three | Track Four | |
|
9:20–11:00 a.m. PT 2 Hrs CPE |
The Company Specific Risk Premium-Identification and Quantification Roger Grabowski |
Commercial Damages and Lost Profits Jason Pierce, Frank Wisehart |
A Forensic Analysis of the Financial Statements of the United States of America: U.S. Insolvency and The Betrayal of the Public Trust Darrell Dorrell |
Session Details Forthcoming |
| 11:00–11:20 a.m. PT | Break 20 Minutes | |||
|
11:20–12:10 p.m. PT 1 Hr CPE |
State of the Valuation Profession |
Exploring The Narcissist's Playbook of Financial Games from a Forensic Expert's Perspective
Michele Laws, Gregory Reagan
|
Automating Your Practice with BVM Pro, KeyValueData, and ZAP: A Necessity Dave Miles |
Exploring The Narcissist's Playbook of Financial Games from a Forensic Expert's Perspectives Michele Laws, Gregory Reagan |
| 12:10–1:00 p.m. PT | Lunch Break 50 Minutes | |||
|
1:00–2:40 p.m. PT 2 Hrs CPE |
Understanding the Quantitative Marketability Discount Model Chris Mercer, Steve Brunner |
AI-Enhanced Valuation: Navigating the New Frontier Nick Mears, Nainesh Shah |
Family Limited Partnerships: Sunset is Coming! Stephen White |
The Critical Need to Begin With and Always Keep the Marijuana End-Game in Mind Tony Wayne |
| 2:40–3:00 p.m. PT | Break 20 Minutes | |||
|
3:00–4:40 p.m. PT 2 Hrs CPE |
If You Want to Practice Business Valuation You Have to Peel the Onion Jeff Harwell |
Patent Infringement Damages and Related Economic Concepts |
Leveraging AI & ChatGPT for Improved Productivity in Fraud Examination Mark Nigrini |
Crypto primer or FMV for Digitial Assets Dorothy Haraminac |
| 4:40–5:00 p.m. PT | Break 20 Minutes | |||
|
5:00–5:50 p.m. PT 1 Hr CPE |
Session Title Forthcoming Mel Abraham |
|||
| Business Valuation | Healthcare | Current Trends |
Exit Planning/ Mergers & Acquisitions |
Financial Litigation/ Expert Witness |
Practice Management | Specialty Applications |
All sessions will be Hybrid In-Person and Virtual.
|
Friday, December 13, 2024
|
| 6:30–8:00 a.m. PT | Registration, Continental Breakfast, and Exhibits | |||
|
7:00–7:50 a.m. PT 1 Hr CPE |
Around the Valuation World Morning Show |
|||
| 7:50–8:10 a.m. PT | Break 20 Minutes | |||
|
8:10–9:00 a.m. PT 1 Hr CPE |
Keynote—Understanding the Real Message |
|||
| Track One | Track Two | Track Three | Track Four | |
| 9:00–9:20 a.m. PT | Break 20 Minutes | |||
|
9:20–11:00 a.m. PT 2 Hrs CPE |
Global Economic Update: Impact on Cost of Capital and Valuations |
Artificial Intelligence and Other 21st Century Challenges
for the Valuation and Forensics Expert
Michael Kaplan, Judge Driscoll, Judge Platt |
Considerations and Applications of Investment Tracing in Marital Dissolutions
Robert Carter, Samantha Fisher |
Challenges of Automated Valuation Models and AI Robert Schlegel |
| 11:00–11:20 a.m. PT | Break 20 Minutes | |||
|
11:20–12:10 p.m. PT 1 Hr CPE |
The Importance of the Engagement Foundation: Learn from My Mistakes
Karen Lascelle |
Current Trend and Issues in Business Divorce Litigation Hubert Klein |
Session Details |
Session Details Forthcoming |
| 12:10–1:00 p.m. PT | Lunch Break 50 Minutes | |||
|
1:00–2:40 p.m. PT 2 Hrs CPE |
25 Practical Tips for Normalizing and Defending Owner Compensation
Stephen Kirkland |
Fraudulent Conveyances Disguised as Legitimate Estate Planning: How to Recognize the Difference Gregory Reagan, Stephanie Daniel |
Session Details
Forthcoming |
Healthcare Valuation: Industry Updates and What to Expect in 2025 Jessica Bailey-Wheaton, Todd Zigrang |
| 2:40–3:00 p.m. PT | Break 20 Minutes | |||
|
3:00–4:40 p.m. PT 2 Hrs CPE |
Session Details Forthcoming |
What the IRS Looks for in a BV Report Michael Gregory |
How to use Negotiation Strategies to Enhance Client Relationships James Followell |
Session Details Forthcoming |
| 4:40–5:00 p.m. PT | Break 20 Minutes | |||
|
5:00–5:50 p.m. PT 1 Hr CPE |
Engaging the Next Generation Robert Carter, Meenal Aggarwal |
|||
| 5:50 p.m. ET | Conference Concludes | |||
| Business Valuation | Healthcare | Current Trends |
Exit Planning/ Mergers & Acquisitions |
Financial Litigation/ Expert Witness |
Practice Management | Specialty Applications |
