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NACVA Conference in June 2014 - What is Covered in this Conference? See Here!

Posted on May 12, 2014 at 3:00 PM

Tuesday, June 17, 2014

Case Analysis in Person (CAP)

6:30 a.m.–8:15 a.m.

Pre-Conference Symposium Current Update in Valuations (CUV)

8:30 a.m.–10:15 p.m.

7:00 a.m.

Partnering on Client M&A Transactions: A New Client Service Opportunity for CPAs

7:00 a.m.–7:50 a.m.

(Chris Blees)

Risky Business—How to Avoid it in Your Practice

7:00 a.m.–7:50 a.m.

(James Frazier, Kevin Ottley)

Wednesday, June 18, 2014

7:00 a.m.

Around the Valuation World, Vegas 2014—Highlights from the 2014 Current Update in Valuations Symposium

7:00 a.m.–7:50 a.m.

8:00 a.m.

Keynote Address—Cost of Capital Update

8:00 a.m.–9:55 a.m.

(Roger J. Grabowski, Shannon P. Pratt)

10:15 a.m.

Keynote Address—Ivory Tower Irony: How Many Appraisers Can Dance on the Head of the Private Capital Markets?

10:15 a.m.–11:55 a.m.

(John K. Paglia)

12:55 p.m.

Managing the Engagement

12:55 p.m.–1:50 p.m.

(Marc D. Bello, Rod P. Burkert, Mark G. Kucik)

What's that Mean? Five Principles to Avoid Overvaluing a Company

12:55 p.m.–1:50 p.m.

(Lari B. Masten)

Role of the Expert

12:55 p.m.–1:50 p.m.

(Rebekah A. Smith, Howard A. Zandman)

Gift & Estate Tax—Grading the Report and Supporting the Attorney's Objectives

12:55 p.m.–1:50 p.m.

(Peter H. Agrapides)

How Valuation of Healthcare Services and Entities Have Changed Under the Affordable Care Act

12:55 p.m.–1:50 p.m.

(Curtis Bernstein, Alex Kajan)

2:05 p.m.

Normalizing and Control Adjustments

2:05 p.m.–3:45 p.m.

(Marc D. Bello, Rod P. Burkert, Mark A. Hanson)

What Makes a Proper Calculation Report and What Development Standards Apply?

2:05 p.m.–3:45 p.m.

(James R. Hitchner)

Managing the Engagement

2:05 p.m.–3:45 p.m.

(Rebekah A. Smith, Howard A. Zandman)

Conducting Successful Fraud Investigations—Navigating Risk and Avoiding Pitfalls

2:05 p.m.–3:45 p.m.

(Brieh Guevara)

Emerging Issues in Healthcare Valuation

2:05 p.m.–3:45 p.m.

(Curtis Bernstein, Cindy Collier, Timothy Smith)

4:00 p.m.

Conversations with the Masters Panel Discussions and Q&A—Valuation Accelerator Q&A

4:00 p.m.–5:40 p.m.

(Marc D. Bello, Rod P. Burkert, Mark G. Kucik)

Conversations with the Masters Panel Discussions and Q&A—Valuation Panel

4:00 p.m.–5:40 p.m.

(Roger J. Grabowski, James R. Hitchner, Lari B. Masten, John K. Paglia, Shannon P. Pratt)

Conversations with the Masters Panel Discussions and Q&A—Financial Forensics Panel

4:00 p.m.–5:40 p.m.

(Peter H. Agrapides, Brieh Guevara, Rebekah A. Smith, Howard A. Zandman)

Industry Specialty Round Table—Commercial and Heavy Construction Contractors

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Commercial Real Estate Brokerage and Management

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Dental Practices

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Physician Practices

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Restaurants

4:00 p.m.–5:40 p.m.

5:40 p.m.

Viva Las Vegas Networking Reception and Exhibits

5:40 p.m.–6:30 p.m.

Thursday, June 19, 2014

7:00 a.m.

Around the Valuation World, Vegas 2014—Highlights from Day One (Wednesday, June 18) of the 2014 Annual Consultants Conference

7:00 a.m.–7:50 a.m.

8:15 a.m.

Income and Asset Approaches

8:15 a.m.–9:55 a.m.

(Rod P. Burkert, Mark G. Kucik, Lari B. Masten)

How to Prepare a Discount for Lack of Marketability for the IRS

8:15 a.m.–9:55 a.m.

(Michael A. Gregory)

Lost Profits and Damages Calculations

8:15 a.m.–11:55 a.m.

(Michael G. Kaplan, Rebekah A. Smith, Howard A. Zandman)

Divorce—Financial Forensics Solutions for Complex Assets

8:15 a.m.–9:55 a.m.

(Robert Vance)

Exit Planning—Transition Planning: The Good, The Bad, and The Ugly

8:15 a.m.–9:55 a.m.

(Steven M. Egna)

10:15 a.m.

Market Approach

10:15 a.m.–11:55 a.m.

(Rod P. Burkert, Mark A. Hanson, Lari B. Masten)

Normalizing Owner Compensation in Business Valuations

10:15 a.m.–11:55 a.m.

(Stephen D. Kirkland)

Finding Hidden Income and Assets with a Lifestyle Analysis

10:15 a.m.–11:55 a.m.

(Tracy L. Coenen)

Mergers & Acquisitions—Valuation Issues in M&A: Standards, Accounting, and Due Dilligence

10:15 a.m.–11:55 a.m.

(Kent D. Pummel)

12:55 p.m.

Discounts and Premiums

12:55 p.m.–1:50 p.m.

(Rod P. Burkert, Mark A. Hanson, Lari B. Masten)

Implied Private Company Pricing Line

12:55 p.m.–1:50 p.m.

(Peter J. Butler, Robert M. Dohmeyer, Toby Tatum)

Rebuttal Reports and the Defense Expert's Role

12:55 p.m.–1:50 p.m.

(Michael G. Kaplan, Rebekah A. Smith, Howard A. Zandman)

Establishing Lost Profits in the Context of Violating a Non-Compete Agreement

12:55 p.m.–1:50 p.m.

(Michael D. Pakter)

Personal Injury Inputs—Life and Worklife Expectancy Calculations in Valuations

12:55 p.m.–1:50 p.m.

(Scott Kush, Jeremy Sharpe)

2:05 p.m.

Synthesis of Conclusions

2:05 p.m.–3:45 p.m.

(Rod P. Burkert, Mark A. Hanson, Lari B. Masten)

Governance, Relationships, Risks, and Knowledge—The Cornerstones of Your Valuation Practice

2:05 p.m.–3:45 p.m.

(Carl L. Sheeler)

Deposition and Testimony

2:05 p.m.–3:45 p.m.

(Michael G. Kaplan, Rebekah A. Smith, Howard A. Zandman)

Personal Injury and Wrongful Death Economic Damage Calculations

2:05 p.m.–3:45 p.m.

(James A. Koerber)

Financial Reporting—Is Baby GAAP on the Horizon for Private Companies?

2:05 p.m.–3:45 p.m.

(Mark L. Zyla)

4:00 p.m.

Conversations with the Masters Panel Discussions and Q&A—Valuation Accelerator Q&A

4:00 p.m.–5:40 p.m.

(Rod P. Burkert, Mark G. Kucik, Lari B. Masten)

Conversations with the Masters Panel Discussions and Q&A—Valuation Panel

4:00 p.m.–5:40 p.m.

(Peter J. Butler, Robert M. Dohmeyer, Richard Gray, Michael A. Gregory, Stephen D. Kirkland, Carl L. Sheeler, Toby Tatum)

Conversations with the Masters Panel Discussions and Q&A—Financial Forensics Panel

4:00 p.m.–5:40 p.m.

(Tracy L. Coenen, Michael G. Kaplan, James A. Koerber, Michael D. Pakter, Rebekah A. Smith, Robert Vance, Howard A. Zandman)

Industry Specialty Round Table—Accounting and CPA Services

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Fast Food and Quick Service Restaurants

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Legal Services

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Residential Construction Contractors

4:00 p.m.–5:40 p.m.

Industry Specialty Round Table—Food Wholesalers

4:00 p.m.–5:40 p.m.

5:40 p.m.

Aloha Radio Reception and ExhibitsAround the Valuation World, Vegas 2014—Highlights from Day Two (Thursday, June 19) of the 2014 Annual Consultants' Conference

5:40 p.m.–6:30 p.m.

Friday, June 20, 2014

7:00 a.m.

7:00 a.m.–7:50 a.m.

8:15 a.m.

Business Valuation Report Writing Clinic

8:15 a.m.–11:55 a.m.

(Brian C. Davidson, Richard Gray)

Litigation Report Writing Clinic

8:15 a.m.–11:55 a.m.

(P. Dermot O'Neill, Howard A. Zandman)

Microsoft® Excel for Valuators

8:15 a.m.–11:55 a.m.

(David Ringstrom)

Real World Valuation Data: Understanding the Top Databases

8:15 a.m.–9:55 a.m.

(Frank A. Wisehart)

10:15 a.m.

Real World BVM Pro: Getting the Most Out of Valuation Software

10:15 a.m.–11:55 a.m.

(Frank A. Wisehart)

Categories: Business Valuation, Continuing Education, Litigation Support: Cases

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