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Business Valuation Conference

Agenda

Date: October 24, 2019

7:30-8:30 A.M. Coffee & Networking

Come early to meet with colleagues.



8:30-9:45 A.M. General Session

Technology & Aging: Economic Implications

Matthew Finn, CFA, Old National Bank

Topics will include

  • The role of technology in an aging population
  • Maintaining economic growth
  • The ever-shifting composition of our economic output



9:45-10 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

10-11:10 A.M. General Session

Goodwill: Recent Court Cases

James R. Hitchner, CPA/ABV, ASA, CFF, Financial Valuation Advisors

Learning objectives include:

  • Definitions of goodwill and its three components
  • Methods of allocation goodwill among its components
  • How do you know if a potential practice will be a good fit?
  • Important case law in the area of goodwill and its components, including new cases



11:10-11:20 A.M. Networking Break

It's time to network with colleagues and visit sponsor tables.



11:20 A.M.-12:20 P.M. General Sesson

Income Approach: Cost of Capital

James R. Hitchner, CPA/ABV, ASA, CFF, Financial Valuation Advisors

Duff & Phelps COC Navigator vs. BVResources COC Pro: Is it one or the other or both? Find out the pros and cons of each database. You will learn how to determine, support, and present on the cost of equity capital. This session also evaluates the tools, resources, and methods available to determine the cost of capital and how to reconcile the results into a supportable conclusion. Jim will also discuss some important “Best Practices” in the income approach.

12:20-1:05 P.M. Lunch

Indiana Department of Revenue representatives will be at lunch for Q&A regarding the Project NextDOR IT modernization initiative.



1:05-2 P.M. General Session

A Consensus View: Q&A Guide to Financial Valuation 2016 Edition

Alex Fritz, CPA/ABV, ASA, CVA, Blue and Co., Dan Sailer, CPA/ABV, CFA, Katz, Sapper & Miller, LLP, Jason Thompson, CPA/ABV, ASA, CFE, CFF, Sponsel CPA Group, and Paul Wonch, CPA/ABV, CVA, MAFF, MBA, Wonch Valuation Advisors

“A Consensus View: Q&A Guide to Financial Valuation 2016 edition” written by respected valuation experts Jim Hitchner, Shannon Pratt, and Jay Fishman addresses over 150 important and sometimes controversial valuation questions many practitioners encounter on a day-to-day basis. This panel will address several of the questions addressed in this comprehensive book and we’ll see if the panel can arrive at a consensus view for each of these important topics, or if we end up where “it depends.”



2:05-2:15 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.



2:15-3:15 P.M. General Session

Business Valuation 101: What You Need to Know

Bret G. Brewer, CPA/ABV, ASA, CBA, CFF, CVA, 59-60, Inc.

Learn best practices and tips on how to get started in business valuation. Speaker Bret Brewer will share his experience starting his valuation practice, including the do’s and don’ts of what he has learned over the years. There will also be time to ask him your questions, so come prepared.



3:15-3:25 P.M. Networking Break

It's time to network with colleagues and visit sponsor tables.

3:25-4:40 P.M. Closing General Session

Greed vs. Profit in the World of Finance

Matt Henry, CFA, STAR Financial Bank

This session focuses on specific instances of corporate malfeasance such as Nike, Enron, Bernie Madoff, and Chipotle, and the financial impacts their unethical behaviors caused.



4:40 P.M. Adjourn

Don't forget to turn in your CPE form at the registration desk. Look for an event survey; please give us your feedback so we can create another great conference next year!