Valuation & Forensic Accounting

conference 2019

Thank you for attending!

2019 Topics:

Catching Crafty Criminals - preview this session

Everything You Need to Know about Buy/Sell Agreements to Work Effectively with Attorneys and Referral Sources

Cannabis Challenges for CPAs - preview this session

Crafting Smart Engagement Letters

What Appraisers Must Know about Taxation on Damage Awards

2019 Speakers

Martin-Abo
Glenn-Block
Newman
Silverstone
goldbergseth
Glenn Helms picture
Mercer_ZChristopher

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
  • preview this session

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
The Best of the Best 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 nonphysical 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
  • preview this session

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

Speakers

cpamember
The Honorable Paul S. Diamond
Judge
Elliott, Charles
Charles P. Elliott, CPA, CFE, CFF
Charles P. Elliott PC
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.