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

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

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

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

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

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

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

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

Michael A. Finio
Counsel
Saul Ewing Arnstein & Lehr LLP

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

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

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

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

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

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

Eugene McAuliffe, CPA
Deals Director
PwC

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

Will Mendez
Managing Director of Operations
Cyzen

Michael Schenck
Senior Cybersecurity Consultant
Cyzen

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?

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

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?

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

PICPA Member

$345

$172

Nonmember

$445

$272

ClassPass

8 hours

4 hours

CLE Credit

$50

$25

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

v1.0.8178.15807

Questions? Feedback?Olark live chat software

Join

Grow Your Career

Attend CPE & Events

Keep Informed

Advocate

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.

Thanks to our 2021 sponsor

Sponsor this conference!

A Look Back at the 2021 Agenda

Featured Session

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

Oct. 26, 2021

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

View from the Bench 1-Other

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

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

Deals-Focused Data Analytics 1-Other

Connecting the Dots: A Discussion of Causation 1-Other

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

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

Oct. 27, 2021

Managing Risks from Internal Fraud 1-A&A

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

Emerging Trends in Technology 1-Other

Subrogation Claims and Damages 1-Other

2021 Business Transition Strategies 1-Other

What to Consider about Noncash Consideration 1-A&A

Credits

Registration

Join

Grow Your Career

Attend CPE & Events

Keep Informed

Advocate

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.

Thanks to our 2021 sponsor

Sponsor this conference!

A Look Back at the 2021 Agenda

Featured Session

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

Oct. 26, 2021

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

View from the Bench 1-Other

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

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

Deals-Focused Data Analytics 1-Other

Connecting the Dots: A Discussion of Causation 1-Other

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

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

Oct. 27, 2021

Managing Risks from Internal Fraud 1-A&A

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

Emerging Trends in Technology 1-Other

Subrogation Claims and Damages 1-Other

2021 Business Transition Strategies 1-Other

What to Consider about Noncash Consideration 1-A&A

Credits

Registration

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