Event Program

August 3–7, 2020
Business Valuation and Financial Litigation Virtual Super Conference Agenda (PDF)

August Virtual Super Conference Registration
Full Conference Registration Fees: $1,620 Members; $1,795 Non-Members

Á La Carte Session Registration available as noted in the agenda below, 
Registration Fees: $95 Members; $105 Non-Members for one or two hour sessions.
No discounts available on Individual Sessions. If you have registered for the full conference
do not register for individual sessions, you will be provided session selection options seperately.

Times shown are in Eastern Time. Sessions and Presenters subject to change.

 

Monday, August 3, 2020
 
10:30—10:40 a.m. Welcome!
Conference Chairs/Committee
10:40—11:30 a.m.
1 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents

Individual Session Registration

11:30—11:45 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
Moderated by Jessica Bailey-Wheaton and Todd Zigrang
SESSION
TRACKS
Business Applications, Communication, and Practice Management Specialty Areas of Practice Healthcare
11:45 a.m.—1:25 p.m.
2 Hrs CPE

Cloud Migration Best Practices—Practical Guidance for Sole Practitioners and Small Accounting Firms
Ben Podraza

Individual Session Registration

The New Rules of Marketing—What's Working Now
Lee Frederiksen

Individual Session Registration

Emerging Issues in the Cannabis and Hemp Industries—Hot Buttons, Lessons Learned, and Trap Doors
Ryan Cram, Ron Seigneur

Individual Session Registration

Regulatory Overview for Valuation Professionals
Healthcare Experts Panel

Individual Session Registration

1:25—1:40 p.m. BREAK
1:40—2:30 p.m.
1 Hr CPE

Determining Consequential Damages—Lost Business Value vs. Lost Profits
Mark Norris

Individual Session Registration

Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm
Greg Chambers

Individual Session Registration

Collaborative Divorce for Financial Professionals
Dorothy Haraminac, Kerrie Merrifield

Individual Session Registration

The Due Diligence Imperative in the Era of Value-Based Reimbursement
Healthcare Experts Panel

Individual Session Registration

2:30—3:30 p.m. LUNCH BREAK
3:30—5:10 p.m.
2 Hrs CPE

Normalizing Owner Compensation with RCReports Demonstration
Paul Hamann, Stephen Kirkland

Individual Session Registration

Future-Proof Your Practice—Create a Minimum Viable Service
Rod Burkert

Individual Session Registration

Calculating Lost Earnings or Lost Economic Support for Truck Drivers
Shannon Shipp

Individual Session Registration

The Valuation of Healthcare Enterprises in a Changing Reimbursement Environment
Healthcare Experts Panel

Individual Session Registration

5:10—5:25 p.m. BREAK
5:25—6:15 p.m.
1 Hr CPE

Ooops! How to Avoid a Trip to the Ethics Committee
Robert Schlegel

Individual Session Registration

Understanding the New Small
Business Bankruptcy Process

Michael Pakter

Individual Session Registration

 

Stark Law Modernization—The Healthcare Valuation Implications
Healthcare Experts Panel

Individual Session Registration

Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Tuesday, August 4, 2020
 
  Welcome!
Conference Chairs/Committee
10:00—11:50 a.m.
2 Hrs CPE

Solid Numbers, Cutting Edge Methodology, and Thorough Research— Are They Enough to Persuade the Judges?
Moderated by Michael Kaplan; Panel: Honorable Judge Timothy S. Driscoll, Honorable Judge Steven I. Platt (Ret.), Honorable Judge Christopher P. Yates

Individual Session Registration

11:50—12:05 p.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE
Moderated by Jessica Bailey-Wheaton and Todd Zigrang
SESSION
TRACKS
Business Applications, Communication,
and Practice Management
Specialty Areas of Practice Healthcare
12:05—1:45 p.m.
2 Hrs CPE

So You Think You Can Write—A Practical Guide to Creating Reports and Other Business Communication
Nancy McCarthy

Individual Session Registration

Bitcoin: An Intro to Crypto
Dorothy Haraminac

Individual Session Registration

Competitive Forces in the Healthcare Industry
Healthcare Experts Panel

Individual Session Registration

1:45—2:45 p.m. LUNCH BREAK
2:45—3:35 p.m.
1 Hr CPE

Dealing with Cybersecurity Risk in Business Valuation
Raymond Hutchins, Dave Miles

Individual Session Registration

Working Together—Valuations for Financial Reporting Intertwine the Tangible and Intangible
Douglas Krieser

Individual Session Registration

Development of a Commercial Reasonableness Opinion
Healthcare Experts Panel

Individual Session Registration

3:35—3:50 p.m.  
3:50—5:30 p.m.
2 Hrs CPE

Red Flags to Fraud/Misrepresentation in a Small Business Valuation
Dr. Robert K. Minniti

Individual Session Registration

Becoming a Strategic Growth Consultant
John Leonetti, George Sandmann

Individual Session Registration

Technological Advancements in the Healthcare Industry
Healthcare Experts Panel

Individual Session Registration

5:30—5:45 p.m. BREAK
5:45—6:35 p.m.
1 Hr CPE

Controlling Your Destiny through Independent Contracting—Key Considerations from the Perspective of a Primary Practitioner and an Independent Contractor
Sarah Spelts Loebl, Shari Lutz

Individual Session Registration

Hypothetically Speaking
Bill Ditty

Individual Session Registration

Valuation Implications of COVID-19
Healthcare Experts Panel

Individual Session Registration

Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Wednesday, August 5, 2020
 
(Additional Registration Fee Required)
  Welcome!
NACVA Headquarters
8:30—10:20 a.m.
2 Hrs CPE
Industry Standards and Ethics
Mark Kucik, C. Zachary Meyers, Carl Steffen
(Additional Registration Fee Required)
10:20—10:35 a.m. BREAK
SESSION
TRACKS
Current Update in Valuations (CUV) Symposium
(Additional Registration Fee Required)
10:35 a.m.—12:15 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
12:15—12:30 p.m. BREAK
12:30—2:10 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
2:10—3:10 p.m. LUNCH BREAK
3:10—4:50 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
4:50—5:05 p.m. BREAK
5:05—6:45 p.m.
2 Hrs CPE
Current Update in Valuations
(continued)
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Thursday, August 6, 2020
 
  Welcome!
Conference Chairs/Committee
8:30—9:30 a.m.
1 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents

Individual Session Registration

9:30—9:40 a.m. BREAK
9:40—11:20 a.m.
2 Hrs CPE

KEYNOTE: Living Beyond Your Practice in the New Decade—Your Path to a Practice that Thrives While Giving You a Life You Want
Mel Abraham

Individual Session Registration

11:20—11:35 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
(Co-Sponsored by ValuSource)
SESSION
TRACKS
Business Valuation and Financial
Litigation—
How to Do It: From Foundations to Advanced
Current Trends Databases and Software Tips and Tricks
11:35 a.m.—1:15 p.m.
2 Hrs CPE

Litigation Case Study—Explaining and Presenting Your Cost of Capital Estimates
Roger Grabowski

Individual Session Registration

Lost Profits and the Modern New Business Rule—How it Works and How Defendants Try to Attack It
Allyn Needham

Individual Session Registration

Standards of Value—
Theory and Applications

Jay Fishman

Learn to Effectively Use KeyValueData's 21 Databases to Find the Data You Need, Analyze It, and Incorporate It Into Your Valuation Report
Dave Miles

Individual Session Registration

1:15 a.m.—1:30 p.m. BREAK
1:30—2:20 p.m.
1 Hr CPE

Tax Calculations and Adjustments for BV—A Critical Skill for CPAs and Non-CPAs
Chris Hamilton

Individual Session Registration

The Practical Use of Data Analytics in Your Forensics Practice
Rebekah Smith

Individual Session Registration

The Epidemic of Financial Elder Abuse and How We Can Help
Karen Kaseno

Individual Session Registration

Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time
Jeff Harwell

Individual Session Registration

2:20—3:20 p.m. LUNCH BREAK
3:20—5:00 p.m.
2 Hrs CPE

Advanced Issues Using the Single Period Capitalization of Cash Flow Model
Richard Goeldner

Individual Session Registration

Forensic Asymmetries
Darrell D. Dorrell

Individual Session Registration

ESOP—Disrupting the Exit Strategy Platform
Stephen White

Individual Session Registration

BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time
Dave Miles

Individual Session Registration

5:00—5:15 p.m. BREAK
5:15—6:05 p.m.
1 Hr CPE

Testing, Validating, and Supporting Company Specific Risk—"Do We Have a Philosopher's Stone?"
Lari Masten

Individual Session Registration

COVID Relief for Businesses - SBA PPP Forgiveness and Main Street Lending Program
Rebekah Smith

Individual Session Registration
 

NextGen Practitioners—The Future is Here
Hubert Klein

Individual Session Registration

How the Subsequent Event
Standards Impact Your Business
Valuation in light of COVID-19

Marc Bello

Individual Session Registration

6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
1 Hr CPE

Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists

Individual Session Registration

Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Friday, August 7, 2020
 
  Welcome!
Conference Chairs/Committee
9:30—11:20 a.m.
2 Hrs CPE

Vision 2020—The Future of Our Profession and Your Role In It
Z. Christopher Mercer

Individual Session Registration

11:20—11:35 a.m. BREAK
  TRACK ONE TRACK TWO TRACK THREE
SESSION
TRACKS
Business Valuation and Financial—How to Do It: From Foundations to Advanced Current Trends
11:35 a.m.—1:15 p.m.
2 Hrs CPE

COVID-19 and the TCJA Impact on the Valuation of C Corps and Pass-Through Entities
Daniel Van Vleet

Individual Session Registration

Divorce Taxation Including the Impact of the 2017 TCJA
Jeff Urbach

Individual Session Registration

The Baby Boom Tsunami of Exiting Owners has Reached the Shoreline—How to Position Your Practice to Address the Marketplace Opportunity
John Leonetti, Chris Mellen

Individual Session Registration

1:15—1:30 p.m. BREAK
1:30—2:20 p.m.
1 Hr CPE

“Oh, say can you see” — Why Our View from the Weeds, Trees, and Forest can Influence Equity Value Assessment
Carl Sheeler

Individual Session Registration

Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation
Karolina Calhoun

Individual Session Registration

Keeping Up with the Joneses—Jones v. Commissioner: More than Just Tax Affecting
Chris Treharne

Individual Session Registration

2:20—3:20 p.m. LUNCH BREAK
3:20—5:00 p.m.
2 Hrs CPE

Using Regression Analysis in the Market Approach (GCTM)
Fred Hall

Individual Session Registration

Audit Evidence Versus Forensic Evidence
Francisco "Frank" Rosillo

Individual Session Registration

Angel Eyes—Valuing the Start-Up Company from the Perspective of the Investors
Jamison Rounds

Individual Session Registration

5:00—5:15 p.m. BREAK
5:15—6:05 p.m.
1 Hr CPE

 

Role of Financial Litigation Consultants in Class Certification
Michael Pakter

Individual Session Registration

Five Second Impression—Data Visualization for More Effective and Persuasive Reports
Don Drysdale

Individual Session Registration

6:05—6:20 p.m. BREAK
6:20—7:10 p.m.
1 Hr CPE

Hardball with Hitchner—Solid Answers to Your Tough Questions
Jim Hitchner and Panelists

Individual Session Registration

7:10 p.m. Conference Concludes
Business Valuation Healthcare Financial Reporting Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management