Concurrent Courses

Financial Litigation Consulting Professionals Workshop

June 3—8, 2019

8:30 a.m.–5:15 p.m.
Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)

Make the Statement That When it Comes to Financial Litigation, You Are the “Master” of the Field
The highest growth areas in financial litigation are subject to their own variables that define the financial litigation consultant’s role in the matter and the scope of analysis. Further, the legal theories underlying the various types of financial litigation focus on key statutes and case law that define the scope of damages. Command of these fundamental concepts are key to producing credible financial litigation support services that will withstand the challenges of the litigation environment.

The Financial Litigation Consulting Professionals Workshop utilizes state-of-the-art training techniques to maximize learning and retention, teaches to the body of knowledge for financial litigation, and prepares attendees to pass the Master Analyst in Financial Forensics® (MAFF®) proctored exam:
 
  • Methodologies and approaches for calculating damages
  • Financial investigative and forensic accounting techniques
  • Skills development for communicating with judges, attorneys, and juries
  • Specialty areas of financial litigation practice


Additional Registration Fee—Members: $3,250/Non-Members: $3,575 for five-day workshop and MAFF certification exam package. Workshop can also be purchased without MAFF certification exam. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. 

To learn more and register, visit www.theCTI.com/FFF


Business Valuation Certification and Training Center

June 3—8, 2019

8:00 a.m.–5:30 p.m.
Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)

The Business Valuation Certification and Training Center (BVTC) is offered via live-classroom instruction in cities throughout the U.S. and internationally, and is also available through live/online web broadcasts and self-study. The training delivers the most comprehensive and complete foundational training teaching to the international body of knowledge on how to value private business enterprises and prepares attendees to pass any business valuation certification exam offered in the profession:

  • Business valuation methodologies, approaches, and case studies
  • Professional standards and ethics
  • Specialty areas of valuation practice


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.

What You Will Cover
Days 1 and 2: Business Valuations—Fundamentals, Techniques & Theory 

Day 3: Business Valuations—Applications and Calculations of the Income and Asset Approaches

Day 4: The Market Approach—Exploring the Pricing Component

Day 5 A.M.: Valuation in Action—CaseStudies: Applying the Principles and Techniques

Day 5 P.M.: Exam Preparation—CVA Proctored Exam and Peer Reviewed Business Valuation Report (Case Study)

Day 6: CVA Proctored Exam


Non-Member Package Pricing (Before Early Registration Discount)
(10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.)

CPE: 45 Hrs

Price: $3,895 Package
(five-day training [Mon–Fri]; and CVA proctored exam [Sat])

Package Includes:

Five Days of Training: Theory and Practice

CVA Certification Exam

First-year NACVA Practitioner Membership

Understanding Business Valuations for CPAs/Financial Advisors Webinar Series

Exam Q&A Study Guide (including domestic shipping)

Report Writing Clinic

Case Study Research Package and Mentors

Data and Software Trial Subscriptions

To learn more and register, visit www.theCTI.com/BVTC


Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp

June 3—4, 2019

8:30 a.m.–5:15 p.m.

The Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp is designed for professionals who are starting or expanding their business consulting practice. This bootcamp is designed for professionals who do not use a business consulting system to find new clients, win new engagements, and to manage projects or multi-year engagements. It's designed to help individuals analyze the best way to start or expand their business consulting practice.

This two-day bootcamp will consist of three separate modules:

Module 1—Discover Report: Your Lead Machine

The focus of this module is understanding and using CoreValue’s Discover assessment and report, which is the first step in using the CoreValue’s Business Consulting System to start, standardize, or expand a valuator’s business consulting practice. The module will also focus on using CoreValue Discover Analytics to see marketing opportunities in your client opportunity pipeline. You'll learn how to use Discover with groups to win engagements using CoreValue marketing events and Discover senior team workshops. Sales training role play will include learning how to approach current and prospective clients about your services. You'll review the business advisor sales tactics from the sales manual (included with your license). Group discussion about common mistakes in client approach and converting to long-term services, includes participant critiques from the faculty.

Module 2—CoreValue Unlock: Deep-Dive Analysis and Executable Growth Plan

The focus of this module is understanding and using CoreValue’s Unlock assessment and report, which is the deep dive assessment tool designed to generate a comprehensive operational analysis and report. The report identifies consulting opportunities and creates an executable growth plan to use with clients. The module will also look at several of the 18 value drivers so you can learn to use the analysis to propose consulting services. You will then move into CoreValue’s Executable Growth Plan to help clients build strong, valuable companies. Attendees will learn operational analysis expertise, positioning themselves as the architect of client growth. You will learn specific techniques to become the trusted advisor, helping your client build a strong, valuable company that supports their life goals.

Module 3—Case Study, including Sales and Marketing using the CoreValue Business Consulting System

This Case Study-based program is built on a “Building Long Term Strength and Value” use case. The module will examine three of CoreValue’s 18 Value Drivers in detail. It will cover sale vs. growth strategies, analyze vs. fix strategies, and building value. This module is where attendees learn everything they need to know to successfully find and sign up new consulting clients, and provides the core skills and materials they need to create a thriving consulting practice. NACVA and CoreValue have partnered with a leading sales training firm who developed and refined this proven system over the last 20 years.

Additional Registration Fee—Members: $1,170/Non-Members: $1,300. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.

To learn more and register, visit www.theCTI.com/CoreValue
The Bootcamp is available either live or as a live online broadcast!


Expert Witness Bootcamp

June 3—5, 2019

8:30 a.m.–5:15 p.m.

The Truth, the Whole Truth, and Nothing But Persuasion™

Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony or 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.

Additional Registration Fee—Members: $1,755/ Non-Members: $1,950. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.

To learn more and register, visit www.theCTI.com/EWB