PICPA Transaction Advisory Services Conference

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Transaction Advisory Services

2022 Conference

CPE Credits: 8-Mixed

Oct. 7, 2022

Penn State Great Valley, Malvern or Webcast

Oct. 7 In-Person

Oct. 7 Webcast

CPAs who offer advisory services with cyber issues, litigation and forensics, valuation, restructuring and buy/sell planning, digital and financial integration, or other transaction-related offerings are a unique tier of professionals who need specialized updates. Get the ins and outs of these specialties by joining the PICPA in person or virtually at the Transaction Advisory Services Conference. You’ll get the updates you need to succeed in one of our two tracks: Valuations and Transactions or Forensics and Litigation. 

Highlights include:

Realizing the benefits of employee stock option plans (ESOPs)

Read more on employee stock option plans at CPA Now

Department of Justice, Foreign Corrupt Practices Act, and other enforcement action updates
Quality of earnings and due diligence

Thanks to our 2022 sponsor

Sponsor this conference! View packages for more details.

Sign Up for Conference Announcements

Featured Session

Firm Profitability, Practice Building, and Business Development

Glenn Block, CPA, ABV, CVA

Partner
Block & Aldinger CPAs

Highlights include:

Tips on how to strategize, market, and build profitable business valuation and forensic litigation practices
Secrets to leveraging your skill set to help promote your firm and grow your practice 
Experienced-based knowledge of what works and what doesn’t

Friday, Oct. 7, 2022

7:15 a.m.

Breakfast and Check-in

7:50 a.m.

Conference Opens

8:00 a.m.

Firm Profitability, Practice Building, and Business Development 1-Other

Tips on how to strategize, market, and build profitable business valuation and forensic litigation practices
Secrets to leveraging your skill set to help promote your firm and grow your practice 
Experienced-based knowledge of what works and what doesn’t

Glenn Block, CPA, ABV, CVA
Partner
Block & Aldinger CPAs

8:50 a.m.

Fraud in Transactions and Reducing Risk 1-A&A

Fraud risks in transactions
Financial due diligence: What it is and what to expect
Additional procedures to decrease risk

Amy Coomes, CPA
Senior Manager - Disputes, Compliance, and Investigation
STOUT

Colin Baker, CPA
Senior Vice President - Financial Due Diligence
STOUT

9:40 a.m.

Morning Break

9:55 a.m.

Alternate Procedures 1-Other

Identification of potential weaknesses with source data and impact on conclusions
Alternative sources of data and potential issues regarding reliability
Bridging the gap – Making the best use of what you have, and framing what you can and cannot conclude

Daniel Cornell, CPA, CFE
Senior Manager
Marcum LLP

Noel Capuano, CPA, CFF, CVA
Principal
Marcum LLP

10:45 a.m.

Using Transaction Databases to Value a Business 1-A&A

The sources and types of data included in various transaction databases
How to evaluate, interpret, and apply database information, including strengths and weaknesses
How to select the proper level of reliability of this method
A detailed case study

James R. Hitchner, CPA, ABV, CFF
Managing Director, Financial Valuation Advisors
President, Financial Consulting Group
CEO, Valuation Products and Services

11:35 a.m.

Lunch Break

12:25 p.m.

CONCURRENT SESSION 1

Valuations & Transactions Track

ESOP 101: Realizing the Benefits of ESOPs 1-Other

A general introduction to ESOPs, including options and mechanics 
A look at the benefits and risks
Determining ideal candidates within this space

Sean-Tamba Matthew, JD
Attorney at Law
SES ESOP Strategies 

Forensics & Litigation Track

DOJ, FCPA, and Other Enforcement Actions Update 1-Other

Recent trends in SEC enforcement
The impact on select industries resulting from SEC focus areas
Recent accounting and auditing enforcement actions

Frederick J. Kohm, CPA
National Managing Partner - Services Industry, and
Partner - Advisory Services/Forensic Services
Grant Thornton LLP

Michael A. Finio, JD
Counsel
Saul Ewing Arnstein & Lehr LLP

Crystal BooDoo, CPA
Enforcement Staff Accountant
U.S. Securities and Exchange Commission

1:20 p.m.

CONCURRENT TRACK 2

Valuations & Transactions Track

Hot Topics in Valuation and Deals 1-A&A

How have supply chain/inflation issues impacted valuations vs. actual deal structuring
How have valuators vs. deal makers treated PPP forgiveness
Working capital in valuations vs. deals during COVID/supply chain/inflation
Deal multiples/structures in 2021 vs. first half of 2022

Robert McCormack, CBI, CVA, M & AMI
Managing Partner
Murphy McCormack Capital Advisors

Paul Mattaini, JD
Partner
Barly Snyder

Andrew Rice, CPA, CVA
Managing Director, Transaction Advisory Services
Trout CPA

Forensics & Litigation Track

Advanced Issues in Personal Injury and Wrongful Death Damages 1-Other

Challenges when calculating a loss in personal injury or wrongful death cases, including determining earnings capacity
Challenges including inclusion of fringe benefits
Challenges of work-life probabilities

Jeffrey T. Willoughby, CPA, ABV, CFF, CFE
Director
Forensic Resolutions Inc.

Allison Greenfield, CPA, CFE
Senior Associate
Forensic Resolutions Inc.

2:10 p.m.

Afternoon Break

2:25 p.m.

CONCURRENT TRACK 3

Valuations & Transactions Track

Taxes and Transactions 1-Tax

Preparing for a transaction
Transaction structures and implications
Important considerations for buyer and seller
Common issues arising during due diligence

Andrew Finkle, CPA, JD, LLM
Partner
Marcum LLP

John Heilmann IV, CPA, MT, JD, LLM
Partner
Marcum LLP

Forensics & Litigation Track

The Anatomy of a Cyber Incident 1-Other

A look at the anatomy of a cyber incident
Understanding the elements of business resilience
How organizations prepare for—and bounce back from—cyber events

Johnny Lee
Principal, Advisory Services, and
National Practice Leader - Forensic Technology
Grant Thornton LLP 

3:20 p.m.

CONCURRENT TRACK 4

Valuations & Transactions Track

CPAs on the Deal Team and the Importance of Quality of Earnings 1-Other

Understand the role of a CPA on a deal team
A look at sell-side vs. buy-side quality of earnings
Net working capital pitfalls

Andrew Rice, CPA, CVA
Managing Director, Transaction Advisory Services
Trout CPA

Forensics & Litigation Track

Internal Controls 1-A&A

Understand the basics of fraud and the fraud triangle
How fraud occurs and the types of fraud
Internal control considerations to prevent and detect fraud (A focus on cybersecurity)

Mihir Jhaveri
Managing Director, SOX, ESG, and IT Risk Advisory Services
Centri Business Consulting LLC

4:10 p.m.

See You Next Year!

“The conference once again presented me with a great update on the current state of issues facing the accounting profession as a whole and my role as a forensic accountant and CFO / owner for my company.”
Daniel P. Ryan, CPA
Information Network Associates Inc.

Credits

CPE Credits: 8-Mixed

General Sessions: 2-Other, 2-A&A

Level: Update
Prerequisites: None

CLE Credits and Fees: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Registration

PICPA Member: $345
Nonmember: $445

ClassPass: 8 hours
CLE Credits Fee: $50

In-Person Course No.: 754000
Webcast Course No.: 754001

Location

Penn State Great Valley - Map It
Main Building
30 E. Swedesford Road
Malvern, PA 19355
(610) 648-3200

Use your ClassPass or Flex Account to register. Purchase a Premium Pass to get 25% off conference webcasts. Find more information about PICPA discounts.

Is more than one person from your firm attending? Save 10%. Call (215) 496-9272 to register multiple people.

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Join

Grow Your Career

Attend CPE & Events

Keep Informed

Advocate

Transaction Advisory Services

2022 Conference

Penn State Great Valley, Malvern or Webcast

Highlights include:

Thanks to our 2022 sponsor

Sponsor this conference! View packages for more details.

Sign Up for Conference Announcements

Featured Session

Firm Profitability, Practice Building, and Business Development

Glenn Block, CPA, ABV, CVA

Partner
Block & Aldinger CPAs

Highlights include:

Friday, Oct. 7, 2022

Firm Profitability, Practice Building, and Business Development 1-Other

Fraud in Transactions and Reducing Risk 1-A&A

Alternate Procedures 1-Other

Using Transaction Databases to Value a Business 1-A&A

ESOP 101: Realizing the Benefits of ESOPs 1-Other

DOJ, FCPA, and Other Enforcement Actions Update 1-Other

Hot Topics in Valuation and Deals 1-A&A

Advanced Issues in Personal Injury and Wrongful Death Damages 1-Other

Taxes and Transactions 1-Tax

The Anatomy of a Cyber Incident 1-Other

CPAs on the Deal Team and the Importance of Quality of Earnings 1-Other

Internal Controls 1-A&A

Credits

Registration

Location

Join

Grow Your Career

Attend CPE & Events

Keep Informed

Advocate

Transaction Advisory Services

2022 Conference

Penn State Great Valley, Malvern or Webcast

Highlights include:

Thanks to our 2022 sponsor

Sponsor this conference! View packages for more details.

Sign Up for Conference Announcements

Featured Session

Firm Profitability, Practice Building, and Business Development

Glenn Block, CPA, ABV, CVA

Partner Block & Aldinger CPAs

Highlights include:

Friday, Oct. 7, 2022

Firm Profitability, Practice Building, and Business Development 1-Other

Fraud in Transactions and Reducing Risk 1-A&A

Alternate Procedures 1-Other

Using Transaction Databases to Value a Business 1-A&A

ESOP 101: Realizing the Benefits of ESOPs 1-Other

DOJ, FCPA, and Other Enforcement Actions Update 1-Other

Hot Topics in Valuation and Deals 1-A&A

Advanced Issues in Personal Injury and Wrongful Death Damages 1-Other

Taxes and Transactions 1-Tax

The Anatomy of a Cyber Incident 1-Other

CPAs on the Deal Team and the Importance of Quality of Earnings 1-Other

Internal Controls 1-A&A

Credits

Registration

Location

Partner
Block & Aldinger CPAs