Event Program

Delivery Method indicated under each session in the Agenda below: Virtual = Online Only | Hybrid = In-Person and Virtual
Sessions, Delivery Method, and Presenters subject to change.

Click here for Hybrid & Virtual Super Conference Registration Options
Full Conference Registration Fees: $1,665 Member | $1,850 Non-Members. 

Á La Carte Session Registration available as noted in the agenda below, Registration Fees: $99 Member | $110 Non-Members
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. 

Monday, June 21, 2021
 
  Welcome | Registration
5:50—7:30 a.m. (PT)
6:50—8:30 a.m. (MT)
7:50—9:30 a.m. (CT)
8:50—10:30 a.m. (ET)
2 Hrs CPE

Keynote: Disruption, Opportunity, and Flashing Red Lights to Pay Attention to in Professional Service Firms
Daniel Hood, Bob Lewis, Michael Platt
Virtual

Á La Carte Virtual Session

  TRACK ONE TRACK TWO TRACK THREE
SESSION
TRACKS
Current Trends Company Growth
Co-Sponsored by CoreValue Software (Moderated by George Sandman)
Healthcare
Co-Sponsored by Institute for Healthcare Valuation and Health Capital Consultants (Moderated by Jessica Bailey Wheaton and Todd Zigrang)
7:45—9:25 a.m. (PT)
8:45—10:25 a.m. (MT)
9:45—11:25 a.m. (CT)
10:45—12:25 p.m. (ET)
2 Hrs CPE

Finding New Clients in Today's Economy
Greg Chambers

Virtual

Á La Carte Virtual Session

3 Dimensions of Business Growth™
George Sandman, Larry Prince

Virtual

Á La Carte Virtual Session

Regulatory Overview for Valuation Professionals
John Kirsner, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

BREAK (15 Minutes)
9:40—11:20 a.m. (PT)
10:40—12:20 p.m. (MT)
11:40—1:20 p.m. (CT)
12:40—2:20 p.m. (ET)
2 Hrs CPE

Valuing Closely Held Farms and Ranches with Economic Reality
Ericka Heiser

Virtual

Á La Carte Virtual Session

Analyze: Deep Analysis using CoreValue Software
George Sandman, Larry Prince

Virtual

Á La Carte Virtual Session

The Due Diligence Imperative in the Era of Value Based Reimbursement
Jessica Bailey-Wheaton, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT)
1:00—2:40 p.m. (MT)
2:00—3:40 p.m. (CT)
3:00—4:40 p.m. (ET)
2 Hrs CPE

Changing the Market Data and Modeling Landscape
Adam Luke, Derek Zweig

Virtual

Á La Carte Virtual Session

Prioritizing Strategic Projects: Creating Predictable Revenue Growth
George Sandman, Larry Prince

Virtual

Á La Carte Virtual Session

The Valuation of Healthcare Enterprises in a Changing Reimbursement Environment
Lisa Han, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

BREAK (15 Minutes)
1:55—3:35 p.m. (PT)
2:55—4:35 p.m. (MT)
3:55—5:35 p.m. (CT)
4:55—6:35 p.m. (ET)
2 Hrs CPE

Forensic Analysis of IRS Enforcement of Corporate Offshore Profit Shifting
Stephen Curtis

Virtual

Á La Carte Virtual Session

Execute: Taking Action Driving Results
George Sandman, Larry Prince

Virtual

Á La Carte Virtual Session

Stark Law Modernization: The Healthcare Valuation Implications
Jessica Bailey-Wheaton, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Tuesday, June 22, 2021
 
  Welcome
5:35—6:25 a.m. (PT)
6:35—7:25 a.m. (MT)
7:35—8:25 a.m. (CT)
8:35—9:25 a.m. (ET)
1 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents
Virtual

6:40—7:30 a.m. (PT)
7:40—8:30 a.m. (MT)
8:40—9:30 a.m. (CT)
9:40—10:30 a.m. (ET)
1 Hr CPE

COVID-19 One Year Later: Lessons Learned About Cost of Capital Assumptions
Jim Harrington, Carla Nunes
Virtual

Á La Carte Virtual Session

New Standards for Conducting Financial Forensics
David Wolfe
Virtual

Á La Carte Virtual Session

  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
SESSION
TRACKS
Best Practices in Business Valuation Project Management Tools Healthcare
Co-Sponsored by Institute for Healthcare Valuation and Health Capital Consultants (Moderated by Jessica Bailey Wheaton and Todd Zigrang)
Exit Planning
Co Sponsored by Pinnacle Equity Solutions and The International Growth & Exit Planning Association (Moderated by John Leonetti)
7:45—9:25 a.m. (PT)
8:45—10:25 a.m. (MT)
9:45—11:25 a.m. (CT)
10:45—12:25 p.m. (ET)
2 Hrs CPE

The Income Approach, including the Capitalized Cash Flow Method and the Discounted Cash Flow Method
Jim Alerding, Jim Hitchner

Virtual

Á La Carte Virtual Session

Mitigating Risk of Business E-mail Compromise
Dorothy Haraminac

Virtual

Á La Carte Virtual Session

Competitive Forces in the Healthcare Industry
Jason Centolella, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

From Tax, to Valuation, to Growth Planning, to Exit Planning: A Consultants Pathway to Increasing Firm Revenues with Deeper Client Engagement
John Leonetti

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
9:40—11:20 a.m. (PT)
10:40—12:20 p.m. (MT)
11:40—1:20 p.m. (CT)
12:40—2:20 p.m. (ET)
2 Hrs CPE

Cost of Capital and Growth Rates, Part 1
Jim Alerding, Jim Hitchner

Virtual

Á La Carte Virtual Session

Work Smarter, Not Harder: Maximizing Technology in Your Forensics and Valuation Practice
Rebekah Smith

Virtual

Á La Carte Virtual Session

Development of a Commercial Reasonableness Opinion
Jessica Bailey-Wheaton, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

President Biden's Capital Gains and Estate Tax Proposals: The Seismic Shift and Dramatic Impact to Business Owner Exits
John Leonetti

Virtual

Á La Carte Virtual Session

LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT)
1:00—2:40 p.m. (MT)
2:00—3:40 p.m. (CT)
3:00—4:40 p.m. (ET)
2 Hrs CPE

Cost of Capital and Growth Rates, Part 2
Jim Alerding, Jim Hitchner

Virtual

Á La Carte Virtual Session

Building Flexible Models with Microsoft Excel’s New Dynamic Arrays
Carl Seidman

Virtual

Á La Carte Virtual Session

Technological Advancements in the Healthcare Industry
Rebecca Gwilt, Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

Tax Mitigating Strategies for Internal and External Business Transfers to Consider as Part of 2021 Exit Planning for Clients
John Leonetti

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
1:55—3:35 p.m. (PT)
2:55—4:35 p.m. (MT)
3:55—5:35 p.m. (CT)
4:55—6:35 p.m. (ET)
2 Hrs CPE

Case Study and Sample Report
Jim Alerding, Jim Hitchner

Virtual

Á La Carte Virtual Session

Automating Your Valuation Reports
Nick Mears

Virtual

Á La Carte Virtual Session

Valuation of Physician Compensation
Todd Zigrang

Hybrid—Houston, TX

Á La Carte Virtual Session

It is a Seller's Market: Updates in the External Transfer Markets and How COVID-19 Created a 'Bump' In Transaction Multiples and Deal Activity
John Leonetti

Virtual

Á La Carte Virtual Session

Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management

There are no sessions or courses scheduled for Wednesday, June 23, 2021

Thursday, June 24, 2021
 
  Welcome
5:35—6:25 a.m. (PT)
6:35—7:25 a.m. (MT)
7:35—8:25 a.m. (CT)
8:35—9:25 a.m. (ET)
1 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents
Virtual

6:40—7:30 a.m. (PT)
7:40—8:30 a.m. (MT)
8:40—9:30 a.m. (CT)
9:40—10:30 a.m. (ET)
1 Hr CPE

Keynote: Cyber Security and Data Privacy
David Sems, Dr. Sri Ramamoorti
Virtual

Á La Carte Virtual Session

  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
SESSION
TRACKS
Best Practices in Business Valuation Financial Litigation Specialties Applications and Models Mergers and Acquisitions
7:45—9:25 a.m. (PT)
8:45—10:25 a.m. (MT)
9:45—11:25 a.m. (CT)
10:45—12:25 p.m. (ET)
2 Hrs CPE

Market Approach, including Guideline Company Transactions Method and Guideline Public Company Method
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Valuing Goodwill in Professional Practices and the Use and Misuse of the Excess Earnings Method
Ron Seigneur, John Tatlock

Hybrid—Park City, UT

Á La Carte Virtual Session

Introduction to Monte Carlo Simulation Using @RISK
David Solis

Virtual

Á La Carte Virtual Session

Gift and Estate Tax
Michael Binz

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
9:40—11:20 a.m. (PT)
10:40—12:20 p.m. (MT)
11:40—1:20 p.m. (CT)
12:40—2:20 p.m. (ET)
2 Hrs CPE

S Corps and Pass-Through Entities
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Lost Profits or Lost Earning Capacity: Estimating Lost Income for the Self Employed
Allyn Needham

Virtual

Á La Carte Virtual Session

DCF Equity vs. DCF Invested Capital: Which is Preferred?
Kevin Couillard, Richard Goeldner

Hybrid—Park City, UT

Á La Carte Virtual Session

Value Drivers and Deal Killers in a Hot CPA M&A Market
Bob Lewis

Virtual

Á La Carte Virtual Session

LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT)
1:00—2:40 p.m. (MT)
2:00—3:40 p.m. (CT)
3:00—4:40 p.m. (ET)
2 Hrs CPE

Business Valuation and COVID-19
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

How Can Financial Forensics Prove Bankruptcy Fraud?
Michael Pakter

Virtual

Á La Carte Virtual Session

Profit Margin Adjustments: The Line Between an Opinion of Value and Withdrawing from the Engagement
Jason Pierce

Hybrid—Park City, UT

Á La Carte Virtual Session

Forensic Accounting Skills for Transaction Advisory Services Matters
Darrell D. Dorrell

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
1:55—2:45 p.m. (PT)
2:55—3:45 p.m. (MT)
3:55—4:45 p.m. (CT)
4:55—5:45 p.m. (ET)
1 Hr CPE

Business Valuation Standards
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Fundamentals of Financial Forecasting
Mark Shirley

Virtual

Á La Carte Virtual Session

Empirical Research Regarding Discounts for Lack of Marketability
Marc Vianello

Hybrid—Park City, UT

Á La Carte Virtual Session

Show Me the Money: Real World Valuations in a (Post) COVID-19 World
Kathleen Lauster

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
3:00—3:50 p.m. (PT)
4:00—4:50 p.m. (MT)
5:00—5:50 p.m. (CT)
6:00—6:50 p.m. (ET)
1 Hr CPE

Hardball with Hitchner
Jim Hitchner
Virtual

Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management
Friday, June 25, 2021
 
  Welcome
5:35—6:25 a.m. (PT)
6:35—7:25 a.m. (MT)
7:35—8:25 a.m. (CT)
8:35—9:25 a.m. (ET)
1 Hr CPE

Around the Valuation World Morning Show
Around the Valuation World Correspondents
Virtual

6:40—7:30 a.m. (PT)
7:40—8:30 a.m. (MT)
8:40—9:30 a.m. (CT)
9:40—10:30 a.m. (ET)
1 Hr CPE

The Future of the Business Valuation Profession
Chris Mercer
Hybrid—Park City, UT

Á La Carte Virtual Session

The Size Effect: It is Still Relevant
Roger Grabowski, Jim Harrington
Hybrid—Park City, UT

Á La Carte Virtual Session

  TRACK ONE TRACK TWO TRACK THREE TRACK FOUR
SESSION
TRACKS
Best Practices in Business Valuation Foundations of Litigation Business Valuation Specialties Build and Grow Your Practice
7:45—9:25 a.m. (PT)
8:45—10:25 a.m. (MT)
9:45—11:25 a.m. (CT)
10:45—12:25 p.m. (ET)
2 Hrs CPE

Discounts and Lack of Marketability, Part 1
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Excelling in Litigation and Dispute Related Valuations
Bob Ranallo, Sean Saari

Virtual

Á La Carte Virtual Session

Best Practices: Valuing Real Estate Development Companies
Lari Masten

Virtual

Á La Carte Virtual Session

Success, Profits, Results: Using Strategies of the Entrepreneurial Operating System to Gain Traction
Joe Paulsen

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
9:40—11:20 a.m. (PT)
10:40—12:20 p.m. (MT)
11:40—1:20 p.m. (CT)
12:40—2:20 p.m. (ET)
2 Hrs CPE

Discounts and Marketability, Part 2
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Applying BV Review Standards to Damage Measurement Reporting
P. Dermot O'Neill

Virtual

Á La Carte Virtual Session

Family Limited Partnerships: Valuation Tools to Help Protect the Family Business
Stephen White

Hybrid—Park City, UT

Á La Carte Virtual Session

How to Build Your Authority in the B2B Marketplace Without Spending Money on Ads
Colin Brown

Virtual

Á La Carte Virtual Session

LUNCH BREAK (40 Minutes)
12:00—1:40 p.m. (PT)
1:00—2:40 p.m. (MT)
2:00—3:40 p.m. (CT)
3:00—4:40 p.m. (ET)
2 Hrs CPE

Discounts and Lack of Marketability, Part 3
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

Take Control in the Courtroom: How Powerful Direct Testimony can Neutralize Cross Examination and Persuade the Jury
Michael Kaplan, Honorable Judge Timothy Sean Driscoll, Honorable Judge Steven I. Platt (Ret.), Honorable Judge Christopher P. Yates

Hybrid—Park City, UT

Á La Carte Virtual Session

Finally! Senior IRS Valuation Managers Answer Your Questions—Live
Ron Cerruti, Howard Lewis, Dorothy Taylor

Virtual

Á La Carte Virtual Session

How to Best Sell BVFLS Services with Zoom
Rod Burkert

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
1:55—2:45 p.m. (PT)
2:55—3:45 p.m. (MT)
3:55—4:45 p.m. (CT)
4:55—5:45 p.m. (ET)
1 Hr CPE

Control Premiums and Discounts
Jim Alerding, Jim Ewart

Hybrid—Park City, UT

Á La Carte Virtual Session

You Be the Judge: The Appraiser’s Role as Neutral or Trier of Fact
Terry Lloyd

Hybrid—Park City, UT

Á La Carte Virtual Session

Don't Call it a "Fast Food" Restaurant! Valuation of These Valuable Franchises
Rick Gray

Virtual

Á La Carte Virtual Session

How to Perfect Your Writing and Improve Your Practice: Business Appraisal Review
Howard Lewis

Virtual

Á La Carte Virtual Session

BREAK (15 Minutes)
3:00—3:50 p.m. (PT)
4:00—4:50 p.m. (MT)
5:00—5:50 p.m. (CT)
6:00—6:50 p.m. (ET)
1 Hr CPE

Hardball with Hitchner
Jim Hitchner
Virtual

*Virtual sessions can be viewed from anywhere and will also be broadcast into Park City venue with limited seating in viewing rooms

Business Valuation Healthcare Current Trends Exit Planning/
Mergers & Acquisitions
Financial Litigation/
Expert Witness
Practice Management