In This Section

Business Valuation Conference


Date:
October 25, 2023

Time: 
8:30 a.m.–4:30 p.m. ET

Location: 
INCPAS Learning Center, Indianapolis and Virtual

CPE:
8 hours

 
In-Person Registration
Virtual Registration

 


 

Agenda

You’re in High Demand — Here’s What to Do About It

As a business valuation professional, you’ve likely been overloaded with the increased interest in mergers and acquisitions. Join us to learn how to effectively handle a shifting business landscape while also connecting with colleagues encountering the same issues.

Expand All

8:30–9:45 a.m. General Session

Ethical Dilemmas for Forensic Accountants

Stacy Collins, CPA, ABV, CFF, Financial Research Associates

Andrew Soshnick, Faegre Drinker Biddle & Reath LLP

In this interactive session, several ethical questions will be presented, along with various possible solutions. Audience participants will have the opportunity to vote on which option seems best. We will discuss the pros and cons of some of the options presented and solutions selected by the audience.

9:45–9:55 a.m. Networking Break

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

9:55–11:25 a.m. General Session

Economic Update

Troy Patton, CPA, ABV, Patton & Associates, LLC

Gain crucial insights into the latest market trends, economic shifts, and regulatory changes impacting businesses and the business valuation industry. Industry expert, Troy Patton, CPA/ABV who manages Indiana based The Archer Funds and Patton & Associates, LLC, will provide concise analyses of global macroeconomic factors, and sector-specific influences. He will also discuss the role of technology and AI on the economy and potential impact to the valuation industry.

11:25 a.m.–12:15 p.m. Lunch

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.

12:15–1:55 p.m. General Session

Gaining Insight into the Expert Financial Judgment: An In-depth Analysis

Gregory Clark, CPA, CVA, MAFF, GMC & Company

James Godbout, ASA, CDFA, CFE, CFP, CVA, Marcum, LLP

Andrew Soshnick, Faegre Drinker Biddle & Reath LLP

During this session, you will gain insights into effectively challenging an expert's valuation opinion by delving into the foundational assumptions that form the basis of their report. The presenters will delve into a comprehensive case study that highlights the most effective strategies for conducting expert depositions and skillfully cross-examining an opposing expert during a trial. You will have the opportunity to understand the specific domains where an expert's perspective can be probed, uncovering vulnerabilities in their report. To enhance your understanding, this session will feature a live demonstration of an attorney skillfully cross-examining an expert witness within a trial scenario.

1:55–2:05 p.m. Networking Break

It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.

2:05–3:20 p.m. General Session

Building Better Business Valuation Practices

Penny Lutocka, CPA, ABV, ASA, CFE, Houlihan Valuation Advisors

Rob Schlegel, FASA, MCBA, Houlihan Valuation Advisors

This session will address the variety of certifications, the breadth of typical assignments, and standards of practice including the AICPA Statement on Standards for Valuation Services #1 and the Uniform Standards of Professional Appraisal Practice (USPAP). Various economic and industry data sources will be surveyed, as well as the differences in types of reports. The complexity of business valuation services implies smaller CPA practices may seek development of a specialized group or alignment with other CPA practices or business valuation professionals in Indiana.

3:20–3:30 p.m. Networking Break

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

3:30–4:30 p.m. General Session

Q&A – Ask the BV Experts (Panel Discussion)

James Alerding, CPA, ABV, Alerding Consulting

Penny Lutocka, CPA, ABV, ASA, CFE, Houlihan Valuation Advisors

Rob Schlegel, FASA, MCBA, Houlihan Valuation Advisors

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

Join us for a panel discussion with three local business valuation experts. They will answer your questions about the different methods of business valuation, the factors that affect a business's value, and how to get an accurate valuation for your business.

In-Person Registration
Virtual Registration