Specialty Areas of Practice

CPA's Valuable and Necessary Involvement in Collaborative Divorce

Wednesday, June 20
10:10 a.m.–11:50 a.m.
2 hours CPE (1 Personal Development, 1 Communications and Marketing)
The trend in divorce is alternative dispute resolution including Collaborative Method. This session provides the attendees with an understanding of this unique process, how to be involved in it, and how to be a valuable addition to a Collaborative Team.

Learning Objectives:

After completing this session, attendees will be able to:

• Summarize the Collaborative Method
• Identify their role in the Collaborative Method
• Describe how to market themselves to other professionals
• Expand their practice
• Identify ways to make more money

Who Should Attend:

CPA's, attorneys, mental health professionals.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Carlton Marcyan

Carlton  Marcyan

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Lawrence Horwich

Lawrence   Horwich

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The Tax Cut and Jobs Act of 2017—The Tax Act's "Taxing" Effect on Family Law Negotiations and Settlements

Wednesday, June 20
12:50 p.m.–1:40 p.m.
1 hour CPE ()
Information forthcoming

Learning Objectives:

After completing this session, attendees will be able to:

• Information forthcoming

Who Should Attend:

Valuation consultants, CPAs, practitioners, anyone looking to gain knowledge about this topic.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Sharyn Maggio

Sharyn  Maggio

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Capital Structure and Corporate Takeovers

Wednesday, June 20
2:00 p.m.–2:50 p.m.
1 hour CPE (1 Finance)
This session, which is based on the presenter's recent doctoral dissertation, examines the relationships among capital structure, takeover likelihood and takeover premiums. It examines whether firms that hold excess cash are more likely to be takeover targets than those that use leverage, and the impact of excess cash and leverage on takeover premiums. The session will provide insight for consultants when using industry transactions to complement their valuation analysis or as part of a fairness opinion or open market transaction negotiations.

Learning Objectives:

After completing this session, attendees will be able to:

• Explain why precedent industry transactions and takeover premiums may or may not be applicable to a particular valuation assignment, fairness opinion, or open market transaction
• Identify firms that are potential takeover candidates based on their capital structure, and whether an investor will likely realize an abnormal gain or loss

Who Should Attend:

Practitioners who use industry transactions as part of their analysis in valuation mandates or fairness opinions. CEO's and CFO's of public companies who would like to assess whether their firm is a possible takeover target. CFO's and CEO's looking to acquire public companies. Session will have a broad appeal to investors in general, insofar as it helps to identify firms that are likely takeover targets and the takeover premium that might be paid.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Howard Johnson

Howard  Johnson

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Calculating Lost Household Services

Wednesday, June 20
3:10 p.m.–4:50 p.m.
2 hours CPE ()
Information forthcoming

Learning Objectives:

After completing this session, attendees will be able to:

• Information forthcoming

Who Should Attend:

Valuation consultants, CPAs, practitioners, anyone looking to gain knowledge about this topic.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Shannon Shipp

Shannon  Shipp

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Expanding Services and Client Retention Using CoreValue

Thursday, June 21
10:10 a.m.–11:50 a.m.
2 hours CPE (2 Computer Software & Applications)
The easiest client to sell is one you already have. Leverage your rolodex and create client-for-life relationships.

If you are a CPA, Business Consultant, or Financial Adviser who is looking for ways to deliver additional services to your existing client base, attend this session to learn how.

Learning Objectives:

After completing this session, attendees will be able to:

• List ways to start or grow a business consulting practice
• Describe how to target new services at quantified client needs
• Identify how to help their clients reach personal and business goals—and cement their role as the trusted adviser
• Describe ways to protect their client base from other firms by delivering a suite of high-value services

Who Should Attend:

Valuation consultants, CPAs, business owners, practitioners who are interested in starting or growing their business consulting practice.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

George Sandmann

George  Sandmann

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How to Properly Perform and Document a Fair Value Engagement

Thursday, June 21
12:50 p.m.–1:40 p.m.
1 hour CPE (1 Auditing)
The presenter will discuss how to properly perform and document a fair value engagement for the purpose of auditor review. He will also address the mandatory performance framework, its use in fair value, and consideration of best practices.

Learning Objectives:

After completing this session, attendees will be able to:

• Recognize best practices for performing and documenting fair value engagements
• identify the steps necessary to comply with fair value best practices for SEC purposes

Who Should Attend:

CPA's, business valuation specialists, fair value analysts.

Program Level and Prerequisites:

Basic: Learning activity level most beneficial to individuals new to a skill or an attribute.

Advanced Preparation:

Understanding of business valuation and fair value measurements.

Nathan DiNatale

Nathan  DiNatale

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How You Can Help Me—The Divorce Lawyer

Thursday, June 21
2:00 p.m.–2:50 p.m.
1 hour CPE (1 Personal Development)
This session will cover the ways Valuation Experts and others (Forensic Experts) can facilitate the relationship with the hiring Attorney so that the engagement is most beneficial to the shared client. Logistical and practical concerns are the focus with Tips from this divorce lawyer and his perspective on what and how such experts can do and interact to achieve the best results for the divorce client.

Learning Objectives:

After completing this session, attendees will be able to:

• Identify how to anticipate or even suggest paths of action to enhance the client’s case
• Describe how to improve the attorney/expert relationship

Who Should Attend:

CPAs, attorneys, practitioners

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Randall Kessler

Randall  Kessler

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Special Deals Demand Special Skills—Finding and Harvesting Value When In Crisis

Thursday, June 21
3:10 p.m.–4:50 p.m.
2 hours CPE (1 Management Services, 1 Finance)
Attendees will learn high-level advanced value metric modeling fundamentals, distressed enterprise valuation basics, and the very unique attributes of and challenges with assisting in special situation distressed transactions, and will gain exposure to the more critical and essential ground-rules of doing stressed deals out of court, in state receivership proceedings and within the bankruptcy code.

Learning Objectives:

After completing this session, attendees will be able to:

• Identify how to increase their value-metric tool-kit inventory of advanced metrics-including and especially those focused on solvency impairment
• Describe their understanding of the challenges of special situation M&A transactions—the participants, their needs, the legal and financial hurdles, and the unique attributes of this highly niche market-space for distressed transactions
• Describe their exposure to the specialized skills required in assessing reorganization value within Chapter 11, estimating available NOL given restrictions under the code, and determining the date of insolvency using advanced analytical and valuation techniques
• State how their understanding has increased of the unique and highly specialized needs of the transaction participants, how best to tailor effective memoranda and materials, solicitation and deal marketing techniques, and deal due diligence and data-room considerations

Who Should Attend:

CPAs, consultants, M&A professionals

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Tony Wayne

Tony  Wayne

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