2023 FORENSIC VALUATION CONFERENCE

Description

Insights into Business Valuation, Forensic Accounting, and Litigation Support.

MACPA has designed the Forensic Valuation Conference specifically to serve the critical niche of CPAs involved or interested in these sectors. This year’s topics include:

  • Reasonable Compensation Using IRS Job Aid
  • Data Analytics
  • Market Approach

Jim Hitchner will be our keynote speaker! This will be a great event!

Provider
Maryland Association of CPAs
Course Level
Overview
Professional Area of Focus
Practitioners
Practitioner
Accounting & Auditing
CPE Field of Study
Specialized Knowledge
8
Location
 
Merriweather Lakehouse
10207 Wincopin Cir
Columbia, MD 21044 US
View in Google Maps
Event Information
When
May 12, 2023
8:00 am - 5:00 pm EST
Location
Merriweather Lakehouse
10207 Wincopin Cir
Columbia, MD 21044 US
Total CPE Credits
8
Format
In-Person

Agenda

Day 1

05/12/2023
8:00 am
Registration / Breakfast
8:30 am
Keynote - Financial Valuation

Speaker: Jim Hitchner, CPA, ABV,CFF, ASA, Managing Director, Financial Valuation Advisors

9:45 am
Break
10:00 am
Reasonable Compensation Using IRS Job Aide

Speaker: Chris Rosenthal, CPA, ABV, CFF, ASA, AEP, Managing Member, Vallit Dispute and Valuation Advisors

11:15 am
Break
11:25 am
Data Analytics for Big Data using Alteryx

Speaker: David C. Alonge, Alteryx Certified Engineer, Senior Data Analysis, PBMares, LLP

 

PBMares Baltimore performs Healthcare Audits for large clients every year.  We receive raw data files containing tens of millions of records and process them in an analytic tool called Alteryx.  My presentation will be a demonstration of how Data Analytics and Alteryx have made full audits possible, rather than simply auditing sample selections.

12:25 pm
Lunch
1:15 pm
TBD
2:30 pm
Break
2:40 pm
The Price is Right or Not! Use and Misuse of the Market Approach/Guideline Transaction Method

Speakers: Asif Charania, CPA, ABV, CFF, ASA, Partner, Valuation and Forensic Services and Greg Saunders, CPA / ABV, ASA, Senior Manager, Valuation and Forensic Services, Keiter

Learning Objectives for CPE:

 

  • Alternative standards of value and implications for valuation
  • The market approach and alternative methods
  • Determining “comparability”
  • Transaction purpose, motivation of the buyer/seller, financial v. synergistic buyers, distressed sales
  • Transaction terms: stock or asset deal, cash deal, seller-financing, contingent consideration, and non-compete agreements
  • Availability of financial information to assess trends, profitability, growth prospects; identify required normalization adjustments; and identify specific company risk factors
  • Availability of data to assess types of products and services offered and geographic markets and customer base served
  • Assessment of the transaction date and whether the multiple reflects current economic, industry, and market conditions as of the valuation date
  • Selection of multiples
  • Examples of transaction databases
  • Representative case precedent

 

3:55 pm
Break
4:00 pm
Roundtable with our Community

MEMBER


$ (% off)
$250.00
Price includes $25 early registration discount(s) - expires 04/12/2023
Price increases to $275.00 on 04/13/2023

NON-MEMBER


$ (% off)
$350.00
Price includes $25 early registration discount(s) - expires 04/12/2023
Price increases to $375.00 on 04/13/2023
Become A Member

Register for this Event

2023 FORENSIC VALUATION CONFERENCE


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