Transaction Advisory Services

Conference

Save the Date:
Oct. 7, 2022
In-person or Webcast

Get the latest updates on transaction advisory services. Customize your day with choices in business valuation, forensic, and transaction tracks.

Especially for CPAs in cyber advisory, valuation, forensic accounting, litigation services, digital forensics, buy- and sell-side advisory, restructuring, digital and financial integration, and other transaction-related services.


Thanks to our 2021 sponsor

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Sponsor this conference!

View packages for more details.

A Look Back at the 2021 Agenda

Featured Session

Internal Fraud: Managing Risks and Ethics Issues, Challenges, and Solutions


Hall, John

John J. Hall, CPA, founder and president of Hall Consulting Inc., covers accounting fraud and related wrongdoing risks posed by employees and lays out a proven six-step defense that every organization can build. Highlights include:

  • Risks posed by remote and hybrid work arrangements
  • Risk assessment, governance, and management steps needed to prevent and deter internal misconduct and fraud
  • Ways to build daily practices and behaviors to quickly detect incidents before they grow and become embarrassing
  • How to identify new and unexpected ethical business challenges "post-COVID"
  • Options for bringing attention to internal ethics issues
  • How to build a list of five internal ethics exposure areas for your organization or clients to focus attention and action for the remainder of 2021 and beyond

Oct. 26, 2021

7:45 a.m.
Greetings from PICPA Leadership

8:00 a.m.

What's New in Forensics, Transactions, and Business Valuations 1-A&A

  • Fraud risk framework for businesses, governments, and consumers
  • How capitalization rates were affected by the pandemic
  • Valuing businesses that succeeded or did poorly during the pandemic
  • The M&A landscape: Post-COVID-19 and beyond
Balashova, Irina

Irina Balashova, CPA, CIA, CFE
Senior Associate
Forensic Resolutions Inc.

Smith, Peter

Peter J. Smith, Esq.
Partner
Antheil Maslow & MacMinn LLP

cpamember

Steven M. Maund, CPA
Managing Member
Maund and Company LLC


8:50 a.m.

View from the Bench 1-Other

  • Protocol when working in a virtual environment
  • Future of routine hearings and motions
  • Trial update
cpamember

Hon. Thomas P. Rogers
Judge
Montgomery County 38th Judicial District


9:40 a.m.
Take a Breather

9:50 a.m.

CONCURRENT SESSION 1

Forensic Track

Recent Developments and Investigations Involving the Department of Justice 1-Other

  • Regulatory and enforcement actions on the rise due to governmental actions such as executive orders
  • Process companies take to engage professionals and typical documents requested under subpoenas
  • Recent action and discussions through client experiences and case studies
cpamember

Loyaan A. Egal
Deputy Chief (Telecommunications) in the Foreign Investment Review Section (FIRS)
U.S. Department of Justice’s National Security Division
 

Finio, Michael

Michael A. Finio
Counsel
Saul Ewing Arnstein & Lehr LLP

kohm

Frederick J. Kohm, CPA
Partner, Advisory, Strategic Solutions, Forensic Services
Grant Thornton US 

Business Valuation Track

Cost of Capital Data and Methods - What’s the Best? 1-A&A

  • CAPM
  • Modified CAPM
  • Build up
  • Duff & Phelps’s Cost of Capital Navigator
  • Business Valuation Resources’ Cost of Capital Professional
  • Aswath Damodaran, including implied equity risk premiums
  • Pepperdine cost of capital surveys
  • Fernandez cost of capital surveys
  • Total beta
cpamember

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

Transaction Track

Deals-Focused Data Analytics 1-Other

  • How data analytics impacts, and can be applied to, M&A deals
  • How informed users can make data-driven decisions
  • Exploration of various analytical techniques through examples
Witmer, Jeremy

Jeremy L. Witmer, CPA, CVA, CFE
Senior Consultant, Consulting Services Group
RKL LLP


10:40 a.m.
Virtual Room Change Break

10:50 a.m.
CONCURRENT SESSION 2
Forensic Track

Connecting the Dots: A Discussion of Causation 1-Other

  • Difference between reliance (aka "but for" causation) and loss/damages causation
  • Who deals with causation, the lawyer or the expert?
  • Real-world cases where not fully considering causation resulted in epic fails
Molder, Mike

Michael J. Molder, CPA, JD, CFE, CVA/MAFF
Owner
AILA Limited

Business Valuation Track

Cost of Capital Data and Methods - What’s the Best? (continued) 1-A&A

cpamember

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

Transaction Track

Special Purpose Acquisition Companies (SPACs) Issues and Trends 1-A&A

  • Overview
  • Why SPACs are so popular
  • Complexities of SPACs
Campbell, Brandon

Brandon Campbell Jr., CPA
Deals Managing Director Focused on Capital Markets and Accounting Advisory Services
PwC

McAuliffe,Eugene

Eugene McAuliffe, CPA
Deals Director 
PwC

Simeu, Romy

Romy Simeu, CPA
Senior Associate, Deals Practice
PwC


11:40 a.m.

See You Tomorrow


Oct. 27, 2021

7:45 a.m.
Greetings from PICPA Leadership

8:00 a.m.

Managing Risks from Internal Fraud 1-A&A

  • Risks posed by remote and hybrid work arrangements
  • Risk assessment, governance, and management steps needed to prevent and deter internal misconduct and fraud
  • Daily practices and behaviors to quickly detect incidents before they grow and become embarrassing
  • The almost magical power of data analytics and routine monitoring to surface red flags and other anomalies
  • Real-life examples of what to do, and what to avoid, when the fraud alarm sounds

John Hall, CPA
Founder and President
Hall Consulting Inc.


8:50 a.m.

Internal Fraud: Ethics Issues, Challenges, and Solutions 1-Ethics

  • New and unexpected ethical business challenges “post-COVID”
  • What we could do to help leaders adjust to meet these challenges
  • Options for bringing attention to internal ethics issues
  • Build a list of five internal “ethics exposure areas” for your organization or clients to focus attention and action for the remainder of 2021 and beyond

John Hall, CPA
Founder and President
Hall Consulting Inc.


9:40 a.m.
Take a Break

9:50 a.m. 

Emerging Trends in Technology 1-Other

  • Cybersecurity: Best practices and what we’re seeing with our clients
  • Data integrity: A story about data integrity and working with our FLVS (Forensic Accounting, Litigation Support and Valuation Services) practice
  • Digital currency: New developments and tools we’re using in the digital currency space
Mendez, Will

Will Mendez
Managing Director of Operations
Cyzen

Schenck, Michael

Michael Schenck
Senior Cybersecurity Consultant
Cyzen

Starr, Jason

Jason Starr
Business Development Manager
Cyzen


10:40 a.m.
Virtual Room Change Break 

10:50 a.m.

CONCURRENT TRACK 3

Forensic Track

Subrogation Claims and Damages 1-Other

  • What is the difference in basic damages methodology in a first-party claim compared with a third-party claim?
  • RCV, ACV, FMV – What do these terms mean and why are they important?
  • Hindsight is 20/20 – What kind of changes need to be made to the claim when you have actual data?
  • Do you need other experts in the case?
Stavros, James

James A. Stavros, CPA, CFF
Managing Director
Forensic Resolutions Inc.

Business Valuation Track

2021 Business Transition Strategies 1-Other

  • Transition strategy objectives and the role of a CPA
  • The historic transition of wealth
  • Impact of legislative tax changes on planning
  • How CPAs can add value to client relationship
Taricani, Tom

Thomas J. Taricani, CPA, ABV, CVA, CEPA
Principal
Boyer & Ritter LLC

Transaction Track

What to Consider about Noncash Consideration 1-A&A

  • What are the most common forms of noncash consideration we’re seeing?
  • What are the implications for buyers and sellers?
  • How do these instruments impact future operations?
  • What are the costs and financial reporting implications?
Hartland, Matt

Matthew Hartland, CPA/ABV
Manager, Business Consulting Services Group
RKL LLP


11:40 a.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

General Sessions: 2-Other; 2-A&A; 1-Ethics

Concurrent: Listed in session descriptions

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5-Substantive CLE credits.

Registration

2021 Rates
Full Conference (754001)
Oct. 26 Webcast (754002)
Oct. 27 Webcast (754003)
PICPA Member
$345
$172
$172
Nonmember
$445
$272
$272
ClassPass
8 hours
4 hours
4 hours
CLE Credit
$50
$25
$25

ClassPass      flexAccount200x75

Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.