Event Program

Tuesday, June 19, 2018
 
6:15—8:30 a.m. Registration and Continental Breakfast
6:30—8:15 a.m.
2 Hrs CPE
Business Valuation Report Peer Review—Case Analysis in Person (CAP) Round Tables
(Additional Registration Fee Required)
Industry Standards and Ethics
Mark Hanson, Mark Kucik, C. Zachary Meyers, Carl Steffen
(Additional Registration Fee Required)
SESSION
TRACKS
Current Update in Valuations (CUV)
Pre-Conference Symposium

(Additional Registration Fee Required)
Litigation Report Writing Workshop
(Additional Registration Fee Required)
8:30—10:15 a.m.
2 Hrs CPE
Federal and State Case Law Update
Peter Agrapides, Melissa Gragg
Litigation Report Writing Workshop
Howard Zandman
10:15—10:30 a.m. Morning Break, Registration, and Exhibits
10:30 a.m.—12:15 p.m.
2 Hrs CPE
Business Valuation After the Tax Cuts and Jobs Act
Melissa Bizyak, Robert Grossman
Litigation Report Writing Workshop
(continued)
12:15—1:30 p.m. Lunch on Own, Registration, and Exhibits
1:30—3:15 p.m.
2 Hrs CPE
Weighted Average Cost of Capital
Garth Tebay
Litigation Report Writing Workshop
(continued)
3:15—3:30 p.m. Afternoon Break, Registration, and Exhibits
3:30—5:15 p.m.
2 Hrs CPE
How Two Valuation Experts Can Arrive at Different Conclusions
Marc Bello, Courtney Sparks White
Litigation Report Writing Workshop
(continued)
5:15—6:15 p.m. Hail Caesar! Opening Reception and Exhibits
6:15—11:00 p.m. Dine-Arounds
7:30—11:00 p.m. Rod Stewart: The Hits
(prior ticket purchase required)
Broadcast Live
Live (No CPE)
Advanced
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Wednesday, June 20, 2018
 
6:30—8:00 a.m. Registration, Continental Breakfast, and Exhibits
7:00—7:50 a.m.
1 Hr CPE
Around the Valuation World Morning Show
Around the Valuation World Correspondents
8:10—9:50 a.m.
2 Hrs CPE
KEYNOTE: Artificial Intelligence—Today's Business. Our Industry. The Future.
Tim Urban
9:50—10:10 a.m. Morning Break and Exhibits
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR TRACK FIVE TRACK SIX
SESSION
TRACKS
Business Valuation and Financial
Litigation—
How to Do It: From Foundations to Advanced
Current Trends Business Applications, Communication,
and Practice Management
Specialty Areas of Practice Exit Planning
10:10—11:50 a.m.
2 Hrs CPE
New Tool for Navigating the Cost of Capital
Roger Grabowski
Modeling and Discounting Damages—Ten Challenging Questions and Answers
Everett Harry
Goes by Many Names But Never the Same—Valuing Businesses in the Cannabis Industry
Ron Seigneur,
Stacy Udell
Top 10 Ways to Win Against Advocating Opposing Experts
Cyndi Livermore, Rebekah Smith
CPA's Valuable and Necessary Involvement in Collaborative Divorce
Lawrence Horwich, Carlton Marcyan
Shareholder Divorce—Real Life Woes Told Through a Real Life Story
Melissa Bizyak, Robert Grossman
11:50 a.m.—12:50 p.m. Networking Luncheon and Exhibits
12:50—1:40 p.m.
1 Hr CPE
Is That All it's Worth? Consulting Opportunities in Helping Clients to a Higher Value
Mark Sabo
Profit Apportionment— Determining the Contribution of IP in Valuations and Damages Calculations
Brian Buss
FASB Update on Issues Affecting Business Valuation
Chandy C. Smith
Selling Yourself—Tips for Marketing Your Skills and Services
Nancy Neal Yeend
The Tax Cut
and Jobs Act of 2017—The Tax Act's "Taxing" Effect on Family Law Negotiations and Settlements

Sharyn Maggio
The Advisor of the Future—10 Shifts to Transform Yourself in a Rapidly Changing Industry
Scott Snider
1:40—2:00 p.m. Quick Break and Exhibits
REPEAT SESSIONS
2:00—2:50 p.m.
1 Hr CPE
Option Pricing-based Models to Calculate DLOMS
Vincent Covrig, Daniel McConaughy
Calculating the Business Interruption Claim
Kerrie Merrifield
Beliefs, Behaviors, and Fraud in Valuations
David E. Morrison, III, Dr. Sri Ramamoorti
Future-proof Your Marketing—Winning in a Changing World
Lee Frederiksen
Capital Structure and Corporate Takeovers
Howard Johnson
Is That All it's Worth? Consulting Opportunities in Helping Clients to a Higher Value
Mark Sabo
2:50—3:10 p.m. Afternoon Break and Exhibits
3:10—4:50 p.m.
2 Hrs CPE
Using Regression Analysis in the Market Approach (GCTM)
C. Fred Hall, III
 
Introduction to Lost Profits—An Overview of Methodology, Discounting, and How They Work in Real Life
Allyn Needham
What I've Learned from Tax Court and IRS Gift and Estate Tax Audits
Bruce Johnson
Identification of Overbilling in Professional Service Firms
Michael Kaplan,
Jeff Neumeister
Calculating Lost Household Services
Shannon Shipp
Shareholder Divorce—Real Life Woes Told Through a Real Life Story
Melissa Bizyak, Robert Grossman
4:50—5:10 p.m. Session Reset
5:10—6:00 p.m.
1 Hr CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists
6:00—7:00 p.m. Happy Hour And Exhibits
7:00—11:00 p.m. Dine-Arounds
7:00—11:00 p.m. "O" by Cirque du Soleil®; The Beatles LOVE by Cirque du Soleil®
(both require prior ticket purchase)
Broadcast Live
Live (No CPE)
Advanced
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Thursday, June 21, 2018
 
6:30—8:00 a.m. Registration, Continental Breakfast, and Exhibits
7:00—7:50 a.m.
1 Hr CPE
Around the Valuation World Morning Show
Around the Valuation World Correspondents
8:10—9:50 a.m.
2 Hrs CPE
KEYNOTE: Our Profession is in Transition—Opportunities and Strategies for Baby Boomers, Gen Xers, and Millennials
Z. Christopher Mercer
9:50—10:10 a.m. Morning Break and Exhibits
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR TRACK FIVE TRACK SIX
SESSION
TRACKS
Business Valuation and Financial
Litigation—
How to Do It: From Foundations to Advanced
Current Trends Business Applications, Communication,
and Practice Management
Specialty Areas of Practice Healthcare
10:10—11:50 a.m.
2 Hrs CPE
WACC—Wacky or Necessary?
Chris Hamilton,
Mark Kucik
Rebuttal Reports—To Be or Not to Be
Howard Zandman
Update—Business Divorce Litigation Current Trends
Hubert Klein
Build Your Authority—How to Shape Your Reputation, Grow Your Influence, and Get Better Clients
Rod Burkert
Expanding Services and Client Retention using CoreValue
George Sandmann
Data—The Key to Successful Analysis/Valuation
Ashley Artibee,
Chris Carnahan
11:50 a.m.—12:50 p.m. Networking Luncheon and Exhibits
12:50—1:40 p.m.
1 Hr CPE
Valuing a Business via the Modified Capital Asset Pricing Model Incorporating Monte Carlo Simulation
Rick Gray,
Toby Tatum
Can Insolvency and Lost Profits Coexist?
P. Dermot O'Neill
Leverage Technology and Virtual Teams to Scale Your Practice
Bharat Kanodia
The Best of the Best Engagement Letters
Glenn Block
How to Properly Perform and Document a Fair Value Engagement
Nathan DiNatale
Trends in Medical Practice Valuations and Transitions
Debra Phairas
1:40—2:00 p.m. Quick Break and Exhibits
REPEAT SESSIONS
2:00—2:50 p.m.
1 Hr CPE
When Values Collide—Business vs. Real Estate Value
Steven Egna
Opposing Experts without Standards—What to Expect and How to Challenge Them
P. Dermot O'Neill
Important Strategies for Mitigating IRS Scrutiny of Valuations—A Practical Approach
Charles F. Schultz, III
Making the Break—Transitioning to Full-time Litigation and Valuation
Chris Hamilton
How You Can Help Me—The Divorce Lawyer
Randall Kessler
The Best of the Best Engagement Letters
Glenn Block
2:50—3:10 p.m. Afternoon Break and Exhibits
3:10—4:50 p.m.
2 Hrs CPE
Normalizing Owner Compensation in Business Valuations
Stephen Kirkland
Forensic Asymmetry to Dominate Opposition
Darrell D. Dorrell
Use of Data—Science Tools to Find Hot Topics, Relationships, and Red Flags in Unstructured Data
Paul Starrett
Being a Powerful Expert Witness
Alan Zipp
Special Deals Demand Special Skills—Finding and Harvesting Value When in Crisis
Tony Wayne
WACC—Wacky or Necessary?
Chris Hamilton,
Mark Kucik
4:50—5:10 p.m. Session Reset
5:10—6:00 p.m.
1 Hr CPE
Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists
6:00—11:00 p.m. Dine-Arounds
7:00—11:00 p.m. Michael Jackson ONE by Cirque du Soleil® 
(prior ticket purchase required)
Broadcast Live
Live (No CPE)
Advanced
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Friday, June 22, 2018
 
6:30—8:00 a.m. Continental Breakfast
7:00—7:50 a.m.
1 Hr CPE
 

Around the Valuation World Morning Show 
Around the Valuation World Correspondents

  TRACK ONE
Co-Sponsored by ValuSource
TRACK TWO TRACK THREE
Co-Sponsored by Courtroom Boot Camp
 
SESSION
TRACKS
Databases and Software Business Application, Communication, and Practice Management Proctored Exams
8:00—8:50 a.m.
1 Hr CPE
Business Valuation Manager Pro Hands-on Clinic—Using the Report Writer
Dave Miles, Frank Wisehart
Making the Break—Transitioning to Full-time Litigation and Valuation
Chris Hamilton
The Truth, The Whole Truth—Storytelling and Persuasion
Michael Kaplan, Jesse Wilson
Certified Valuation Analyst®
(CVA®)

Master Analyst in
Financial Forensics®
(MAFF®)
8:50—9:05 a.m. Beverage Refresh
9:05—10:45 a.m.
2 Hrs CPE
Business Valuation Manager Pro Hands-on Clinic—Analysis and Data Integration 
Dave Miles, Frank Wisehart
Building Your Authority through Online Marketing
Colin Brown
The Truth, The Whole Truth—Storytelling and Persuasion
(continued)
10:45—11:00 a.m. Beverage Refresh
11:00 a.m.—12:45 p.m.
2 Hrs CPE
20 Valuation Databases in 100 Minutes
Dave Miles, Frank Wisehart
Strategies to Expand Your Brand
John DeRemigis, Brien Jones, Nancy McCarthy
The Truth, The Whole Truth—Storytelling and Persuasion
(continued)
12:45 p.m. Conference Concludes
Broadcast Live
Live (No CPE)
Advanced
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management