Valuation & Forensic Accounting

conference 2019

Crowne Plaza Valley Forge
King Of Prussia

Nov. 18
8:00 a.m. - 4:00 p.m.

PICPA Member: $329  -  Non-Member: $429

New Topics:

Everything you Need to Know About Buy/Sell Agreements to Work Effectively with Attorneys and Referral Sources

Cannabis Challenges for CPAs

Crafting Smart Engagement Letters

What Appraisers Must Know about Taxation on Damage Awards


2019 Agenda

7:15 a.m.
 
Breakfast and Check-in
7:45 a.m.
 
Greetings from PICPA Leadership
8:00 a.m.
 
2-A&A
The New AICPA Forensic Standard and the Future of Valuation, Forensic, and Litigation Services
  • Update on the Statement on Standards for Forensic Services No. 1 (SSFS 1)
  • The future of expert witness specialists
  • Evolution of the testifying expert, including updates on IP damages and reasonable certainty/best evidence

Speaker

Newman
Glenn Newman, CPA, ABV, CFF, CFE
Managing Member
Newman Forensics
9:40 a.m.
 
Take a Breather
9:55 a.m.
 
NEW
1-OTHER
Cannabis Challenges for CPAs 
  • Navigating federal and state regulations governing adult-use marijuana, medical marijuana, and hemp
  • Understanding federal law concerning marijuana
  • Establishing the differences between marijuana and hemp
  • Understanding rules regarding transacting business with cannabis industry participants

Speakers

goldbergseth
Seth A. Goldberg, JD
Partner
Duane Morris
Silverstone
Howard M. Silverstone, MBE, CPA, CFF, FCA, CFE
Director
Forensic Resolutions Inc.
10:45 a.m.
 
NEW
1-OTHER
Crafting Smart Engagement Letters
  • Best practices in engagement letters with a focus on risk management, including real life examples and lessons learned
  • Fully customize engagement letters to comply with AICPA standards
  • Explore methods for the best protection for both you and your firm to limit liability
  • Real-life examples of previously proven engagement letters and lessons learned

Speaker

Glenn-Block
Glenn Block, CPA, ABV, CVA
Partner
Block & Aldinger
11:35 a.m.
 
Lunch Break
12:25 p.m.
 
NEW
1-OTHER
Explaining Financial Complexity to Judges and Juries
  • Key philosophical concepts and ideas to frame your thinking about communications with judges and juries.
  • Examples of effective diagrams, illustrations, and examples in PowerPoint that convey complex ideas simply
  • Use of flip charts or white boards to convey ideas "in the moment" during testimony in court
  • An effective technique to compare your valuation or damages analysis with that of your opponent
  • What to avoid when you are testifying in court

Speaker

Mercer_ZChristopher
Z. Christopher Mercer, FASA, CFA, ABAR
Founder and Chief Executive Officer
Mercer Capital
1:15 p.m.
 
CONCURRENT SESSION 1
Business Valuation Track
NEW
1-TAX
What Appraisers Must Know about Taxation on Damage Awards
  • How federal tax law applies to different kinds of damages, including personal injury, employment, and non-physical injuries, and learning to differentiate "clear as mud" forms of damages
  • Potential state taxation of damages
  • Interest on deferred payouts
  • Best practices for advising clients of the tax impact of their lawsuits

Speaker

Martin-Abo
Martin H. Abo CPA, ABV, CVA
Managing Member
Abo and Company LLC
Forensic Track
1-A&A
Catching Crafty Criminals
  • Strategies utilized by forensic accountants during a fraud investigation
  • Devising a strategy based on the type of fraud
  • Interviews and interrogations
  • How to spot a liar
  • Surveillance, data analytics, link analysis, and public records research

Speaker

Glenn Helms picture
Glenn L. Helms, PhD, CPA, CFF, CISA
President
Glenn L. Helms Inc.
2:05 p.m.
 
Snacks and Chats
2:20 p.m.
 
CONCURRENT SESSION 2
Business Valuation Track
NEW
1-A&A
Everything you Need to Know About Buy/Sell Agreements to Work Effectively with Attorneys and Referral Sources
  • Complete a review process of a buy-sell agreement from business and valuation perspectives
  • Identify areas of concern in a buy-sell agreement
  • Confidently communicate with your referral sources about buy-sell agreement issues

Speaker

Mercer_ZChristopher
Z. Christopher Mercer, FASA, CFA, ABAR
Founder and Chief Executive Officer
Mercer Capital
Forensic Track
1-A&A
Catching Crafty Criminals (Continued)
3:10 p.m.
 
NEW
1-OTHER
View from the Bench

Speaker TBD

4:00 p.m.
 
See You Next Year
“This conference gives me the opportunity to stay abreast of current issues and matters pertaining to the forensic accounting and other professional services I provide to my clients.”

Daniel P. Ryan, CPA
Information Network Associates Inc.

Registration Fees

PICPA Member: $329
Nonmember: $429

ClassPass: 8 hours
CLE Credits Fee: $50


ClassPass      flexAccount200x75

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

Credits

CPE Credits: 8
General Session: 2-A&A; 4-Other

This course has been submitted for 6.5-Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Level: Update
Prerequisites: None

Location

Crowne Plaza Valley Forge - Map It
260 Mall Boulevard
King of Prussia, PA 19406
610-265-7500