BVF_1140x225

When
Nov. 13
8:00 a.m. - 4:15 p.m.

Where 
Penn State Great Valley Conference Center Bldg.
Malvern - Map it

CPE Credits 
3-A&A; 1-Tax; 1-Ethics; 3-Other

Speakers


PICPA Member: $349 | Nonmember: $449

CLE Credit Add-On: $50

Your saved list is full!

Additional Registration Options:
Webcast


2018 Agenda

7:30 a.m.
Breakfast and Check-in
8:00 a.m.
Greetings from PICPA Leadership
8:15 a.m.
Technology Trends: AI, Visualizations, and Beyond
(2-A&A)
  • Blockchain’s revolutionizing impact on accounting
  • How AI is being applied to fraud identification, risk management, and contract and invoice review
  • How visualizations and web-based analytics are reducing time and costs spent on analysis
  • Latest trends in accounting automation
Speaker
Joe Sremack
Director, Analytics & Software Robotics Practice
BDO USA LLP
9:55 a.m.
Take a Breather
10:10 a.m.
Federal Tax Reform and Its Impact on Your Engagements
(1-Tax)
  • Depreciation changes
  • Engagements that may be sensitive to changes in the new tax law
  • Key provisions that may impact an engagement involving a valuation, divorce, or damage analysis
  • Implications for pass-through entities
  • Qualified business income
Speaker
Edward M. Waddington, CPA
Partner
Marcum LLP
11:00 a.m.
View from the Bench: The Expert’s Credibility
(1-Other)
  • Admissibility of expert witness testimony and the factors that may prevent your testimony from being admitted into the record
  • Importance of witness credibility
  • Independence vs. objectivity
Speaker
Honorable James F. Proud (ret.)
Delaware County Court of Common Pleas
11:50 a.m.
Lunch
12:40 p.m.
Navigating Ethics in Litigation
(1-Ethics)
  • An analysis of ethics standards for financial experts in both the litigation and courtroom environment
Moderator:
P. Dermot O’Neill, CPA, ABV, CFF
President
P. Dermot O’Neill, CPA PC

Panel:
Honorable James F. Proud (ret.)
Delaware County Court of Common Pleas
Megan Salehli, ASA, CFE, CVA
Principal
Asterion Consulting

Michael Molder, CPA, JD, CFE, CVA/MAFF
Owner
AILA Limited
1:30 p.m.
Top Errors in Business Valuation & How to Avoid Them
(1-A&A)
  • Application of the transactions method
  • Discount and capitalization rates, including build-up method vs. modified CAPM, and equity risk, size risk, and industry risk premiums
  • Earnings vs. cash flow
  • Improper depreciation, capital expenditures and working capital assumptions
  • Improper weighting of earnings and improper debt assumptions
  • Risk analysis and adjustments
Speaker
James R. Hitchner, CPA/ABV/CFF, ASA
Managing Director
Financial Valuation Advisors Inc.
2:20 p.m.
Snacks and Chats
2:35 p.m.
The Facts about Fraud & Federal Criminal Tax Investigations
(2-Other)
  • Actions to take if the Criminal Investigation Division shows up at your door
  • Real-life examples of successful criminal investigations conducted by the Department of the Treasury Criminal Division
  • How a federal income tax criminal investigation is conducted
  • What to do if your clients are the target, and how to ensure they’re not
  • Your responsibilities to the client, the government, and the profession
Speakers
Charles P. Elliott, CPA, CFE, CFF
Shareholder
Charles P. Elliott PC
Lloyd George Parry, JD
Vice President & Shareholder
Davis, Parry, Tyler & Wright PC

Jonathan Schnatz
Supervisory Special Agent
IRS - Criminal Investigation
4:15 p.m.
See You Next Year!