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

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

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


PICPA Member: $349 | Nonmember: $449

CLE Credit Add-On: $50

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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
  • 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
Joe Sremack
Director, Analytics & Software Robotics Practice
9:55 a.m.
Take a Breather
10:10 a.m.
Federal Tax Reform and Its Impact on Your Engagements
  • 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
Edward M. Waddington, CPA
Marcum LLP
11:00 a.m.
View from the Bench: The Expert’s Credibility
  • 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
Honorable James F. Proud (ret.)
Delaware County Court of Common Pleas
11:50 a.m.
12:40 p.m.
Navigating Ethics in Litigation
  • An analysis of ethics standards for financial experts in both the litigation and courtroom environment
P. Dermot O’Neill, CPA, ABV, CFF
P. Dermot O’Neill, CPA PC

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

Michael Molder, CPA, JD, CFE, CVA/MAFF
AILA Limited
1:30 p.m.
Top Errors in Business Valuation & How to Avoid Them
  • 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
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
  • 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
Charles P. Elliott, CPA, CFE, CFF
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!