Business Valuation, Fraud & Litigation Services Conference (4-142)

Thursday, September 20, 2018 - Friday, September 21, 2018 / Richmond, VA

Gain the latest resources, tools and information about forensic accounting and business valuation services from our outstanding lineup of expert, national speakers at this year's conference.

SIMULCAST OPTION: If you're unable to attend in person, join us online! Watch sessions as they're happening and submit your questions online to the speakers. Click here to register for the conference simulcast.

These related conferences are also available for purchase.

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Event Status: CLOSED -- Please contact the VSCPA at cpe@vscpa.com or (800) 733-8272 for availability.

Event ID: #4-142

CPE: 18.0 credits

Total Price: $675.00

Engage with national and local speakers, participate in interactive sessions, and connect with colleagues in this niche topic area. Look forward to:

  • Case study sessions — New to this year’s conference is a six-session case study and discussion about assembling an accurate valuation. 
  • Speaker interaction — Submit your questions online before the conference and the speakers will answer them live.
  • Social learning — Through interactive case studies, online question submission, a networking reception and more, you’ll get to learn not only from the expert speakers, but also from your peers who understand your line of work.
  • CPE & CFE credit — Earn up to 16 CPE and 16 CFE credits! In-person participants can earn an extra 2 CPE credits by attending the optional Ethics session.
  • Ethics — Speaking of Ethics, satisfy your annual requirement for no additional fee (in-person only). 
  • Earlier end time — The conference ends at 3:50 p.m. on day two so you can head out early and beat the traffic. You’ll still receive the same amount of credit!
  • Online option — It’s not always easy to get out of the office for a couple of days, so you have the option to attend online.

Thursday, September 20, 2018
Materials Selection
7 - 8 a.m. Registration & Continental Breakfast
8 - 8:05 a.m. Welcome & Opening Remarks
8:05 - 9:45 a.m. General Session

1) New Challenges in C Corp. & Pass-Through Entity Valuations After TCJA


Mark O. Dietrich, CPA, MBA, MST, ABV
Partner
The 2017 Tax Cuts and Jobs Act (TCJA) made dramatic changes in the federal tax law, lowering the corporate tax rate to 21% from 35% and introducing new section 199A — the qualified business income (QBI) deduction for most pass-through entities, except most professional service firms. Unlike the flat corporate tax rate, the “value” of the QBI deduction is inextricably tied up in the characteristics of the individual tax return in which it is claimed, making the computation of its value to the “hypothetical” buyer and seller all but impractical. Discuss the impact of the corporate rate reduction on value, the nuances of the QBI deduction, QBI scenarios and the Delaware Chancery Model.


9:45 - 10 a.m. Networking Break
10 - 11:15 a.m. General Session

2) The Six Elements to Assembling an Accurate Valuation: Part 1 — Introduction & Financial Statement Analysis


James R. Hitchner, CPA, ABV/CFF, ASA
Managing Director / Financial Valuation Advisors, Inc
Ventnor, NJ
Brand new in 2018 — this conference includes a hands-on, six-part valuation case study and discussion of a complete American Institute of CPAs (AICPA) Standards for Valuation Services (SSVS) compliance report with all the exhibits and schedules. In each session, discuss the choices a valuation analyst must make and find out how to support those choices.  

Part 1 — Explore financial statement analysis, industry and economic analysis, and risk assessments.


11:15 - 11:30 a.m. Networking Break
11:30 a.m. - 12:45 p.m. General Session

3) The Six Elements to Assembling an Accurate Valuation: Part 2 — Income Approach


James R. Hitchner, CPA, ABV/CFF, ASA
Managing Director / Financial Valuation Advisors, Inc
Ventnor, NJ
Discuss the income approach, the capitalized cash flow method and the discounted cash flow methods.


12:45 - 1:35 p.m. Networking Luncheon
1:35 - 2:50 p.m. General Session

4) The Six Elements to Assembling an Accurate Valuation: Part 3 — Cost of Capital


Harold G. Martin Jr., CPA, ABV/CFF, A
Partner-in-Charge, VFS Group / Keiter
Glen Allen, VA
Review the estimation of the cost of equity and invested capital for use with the income approach.


2:50 - 3 p.m. Networking Break
3 - 4:15 p.m. General Session

5) The Six Elements to Assembling an Accurate Valuation: Part 4 — Market Approach / Guideline Public Company Method


Harold G. Martin Jr., CPA, ABV/CFF, A
Partner-in-Charge, VFS Group / Keiter
Glen Allen, VA
Learn about market approach and the guideline public company method.


4:15 - 5 p.m. Networking Reception
5 - 6:40 p.m. Optional Session

OPT) Virginia-Specific Ethics Course 2018


David R. Peters, CPA, CFP, CLU
Financial Advisor / Peters Tax Preparation & Consulting
Richmond, VA
Satisfy your 2018 Virginia Board of Accountancy (VBOA) Ethics requirement with this 2-hour, Virginia-specific Ethics course.


Friday, September 21, 2018
7 - 8 a.m. Continental Breakfast
8 - 8:05 a.m. Morning Announcements
8:05 - 9:20 a.m. General Session

6) The Six Elements to Assembling an Accurate Valuation: Part 5 — Guideline Company Transactions Method


Kevin Yeanoplos, CPA, ABV/CFF, ASA
Director / Brueggeman and Johnson Yeanoplos, P.C
Tucson, AZ
Explore the market approach and the guideline transaction method.


9:20 - 9:30 a.m. Networking Break
9:30 - 10:45 a.m. General Session

7) The Six Elements to Assembling an Accurate Valuation: Part 6 — Reconciliation, Standards & Report Writing


Kevin Yeanoplos, CPA, ABV/CFF, ASA
Director / Brueggeman and Johnson Yeanoplos, P.C
Tucson, AZ
To conclude the six-part case study, dive into the final reconciliation of values using the different approaches and methodologies, report writing, and compliance with professional standards.


10:45 - 10:55 a.m. Networking Break
10:55 a.m. - 12:35 p.m. General Session

8) 2018 Security Awareness Training: What Business Users Need to Know


Christopher E. Moschella, CPA, CISA
Senior Manager / Keiter
Glen Allen, VA
There is no such thing as perfect security, and there are certain types of attacks for which end-user vigilance is the only line of defense. Furthermore, 60% of small businesses go out of business within six months of a data breach; therefore, end users play a critical role in organizational cybersecurity. Learn the most common threats that end users face and discover how to defend against them at work and at home.


12:35 - 1:05 p.m. Networking Lunch
1:05 - 2:45 p.m. General Session

9) Being a Powerful Witness


Alan S. Zipp, CPA, J.D., ABV, CVA, CB
Attorney, Dual Practitioner, Accountant / Alan Zipp, CPA, PC
Rockville, MD

The rule of Daubert and the federal rules of evidence state that an expert opinion has no value unless someone knows about it. Unless the court determines that information known to the expert will be helpful, the expert will not be permitted to testify. 

Being admitted to present testimony as an expert witness is only the beginning. Credibility is everything else. Powerful and effective expert witness testimony is a skill that can be taught and learned. In a nutshell, you present your case on direct examination with the help of the friendly attorney. Next, the opposing attorney cross examines to discredit your testimony.

You can only win your case on direct examination, never on cross examination. You can, however, lose on either direct or cross examinations if your presentation is ineffective.

Discuss critical elements in the presentation of expert witness testimony and obtain authoritative rules that can help you become an effective and powerful expert witness.  


2:45 - 2:55 p.m. Networking Break
2:55 - 3:45 p.m. General Session

10) A Case Study: Using the Online Cost of Capital Navigator to Develop Cost of Equity Estimates


James P. Harrington
Director / Duff and Phelps, LLC
Chicago, IL
Jim Harrington, director at Duff & Phelps, is co-author of the Duff & Phelps Valuation Handbook series. He will present a full case study using the online Cost of Capital Navigator to develop cost of capital estimates for a subject company. Focus on using the powerful features of the online Cost of Capital Navigator in a live demo to develop multiple estimates of cost of equity capital for a subject company, using multiple valuation data sets (the CRSP Size Premia Study and the Risk Premium Report Study), and multiple models (CAPM and various buildup models). Audience participation is encouraged, so bring your comments and questions! 

Also get a special sneak peek of Duff & Phelps’ roadmap for upcoming functionality, features and additions to the online Cost of Capital Navigator.


3:45 - 3:50 p.m. Closing Remarks

Richmond CPA Center
4309 Cox Rd
Glen Allen, VA 23060

804/270-5344
Nearby Hotels
Hyatt Place Richmond/Innsbrook
4100 Cox Rd
Glen Allen , VA   23060-3316
804-747-9644

Hyatt House
11800 W Broad St
Richmond , VA   23233-1064
804-360-7021

Hotel Rates & Booking

The Hyatt Place
Rate: $120/night + tax
Note: When making a reservation, be sure to mention the VSCPA in order to receive the special rate, based on availability. Book online or call (804) 747-9644. Be sure to request Virginia Society of CPAs' corporate ID #46855.

Hilton Garden Inn
Rate: $129/night + tax
Note: Click here to book online.


VSCPA members

$675.00 Regular Registration

Non-members

$875.00 Regular Registration

 

 

This conference qualifies for up to 18.0 credit hours.

Interested in becoming a sponsor? Visit the website for details.

    Can't make it in person? Participate virtually instead!