2017 Forensic Valuation Conference

Date: June 2, 2017 Location: Baltimore, MD CPE: 8 Format: In-Person + Simulcast

The Forensic Valuation Conference serves the niche of CPAs involved or interested in business valuation, litigation support and forensic accounting. This conference features concurrent sessions and content to appeal to all levels, from entry-level to experienced professionals. The conference will bring the leading national speakers and regional experts together to present to local CPA’s on a wide variety of topics. The conference features national speakers and regional pricing. The best value in the mid-atlantic region.

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.*

Do you have a colleague that has never attended this event before? If you bring 1 new attendee, call us to register them for $200! 

Larger groups may qualify for a group discount, call us for more information. 

Business & Industry
Specialized Knowledge & Applications* (8 Credits)


DAY 1 of 1 June 2, 2017
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 9:15 am
*Discount for Lack of Marketability Walk-Through*

Speaker: R. James Alerding, CPA/ABV, ASA

9:15 am - 9:30 am
Networking Break
9:30 am - 10:45 am
*01- Purchase Price Allocation ASC 805*

Speaker: Nathan DiNatale, CPA/ABV, CVA, ABAR, SC&H Group

02- Forensic Analysis Walk-Through

Speaker: Michael Hanley, ATF, Financial Investigative Services Division

10:45 am - 11:00 am
Networking Break
11:00 am - 12:00 pm
*Deconstructing a Rigged Report*

Speaker: Harold G. Martin, Jr., CPA/ABV/CFF, ASA, CFE, Keiter

12:00 pm - 1:00 pm
1:00 pm - 2:15 pm
*Being a Powerful Expert Witness*

Speaker: Alan Zipp, CPA, Attorney at Law

The expert witness may be the only effective way for the attorney to present technical evidence to the court.  But, effectively using a technical expert witness can sometimes be a challenging experience for both the attorney and the expert.  This session will discuss the effective use of the expert witness from the perspective of both the expert and the attorney.  Many aspects of expert witness testimony will be presented with special emphasis on tips and traps of being an effective expert witness.  Credibility is everything in expert testimony and knowing how to avoid being discredited is critical to being a powerful expert witness.  Teamwork with the attorney is very important and this session will show you how to create an effective presentation.


2:15 pm - 2:25 pm
Networking Break
2:25 pm - 3:25 pm
*CANCELLED* 03- M&A Walk-Through

Speaker: Spencer Cavalier, CFA, ASA, Matrix Capital Markets Group

*04- CPAs Role in Divorce Litigation*

Speaker: Scott Strickler, JD, Shulman Rogers

3:25 pm - 3:35 pm
Networking Break
3:35 pm - 4:35 pm
*Expert Q&A*

Speaker: Nathan DiNatale, CPA/ABV, CVA, ABAR, SC&H Group,  Chris Rosenthal, CPA/ABV/CFF, ASA, AEP, Ellin & Tucker & Wayne Markey, CPA