Transaction Advisory Services

2022 Conference

CPE Credits: 8-Mixed

Oct. 7, 2022

Penn State Great Valley, Malvern or 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 Gallagher_Affinity_3D_stacked

Sponsor this conference! View packages for more details.

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Featured Session

Firm Profitability, Practice Building, and Business Development


Block, Glenn
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

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
Coomes, Amy
Amy Coomes, CPA
Senior Manager - Disputes, Compliance, and Investigation
STOUT
Baker, Colin
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
Cornell, Daniel

Daniel Cornell, CPA, CFE
Senior Manager
Marcum LLP

Capuano, Noel

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
Jim Hitchner

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
Matthew_Sean

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

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

Finio, Michael

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

Boodoo, Crystal

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
McCormack, Bob

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

Mattaini, Paul

Paul Mattaini, JD
Partner
Barly Snyder

Rice, Andrew

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 Willoughby

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

Allison Greenfield

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
FInkle, Andrew

Andrew Finkle, CPA, JD, LLM
Partner
Marcum LLP

Heilmann, John

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
Lee, Johnny

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
Rice, Andrew

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)
Jhaveri, Mihir

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

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