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Business Valuation Conference

Nov 1
8:00 a.m. - 4:15 p.m.

Best Western Premier the Central Hotel & Conference Center
Harrisburg - Map

8-Concurrent Sessions
CPE Credits

AT-A-GLANCE SCHEDULE

7:30 a.m.   Breakfast and Check-in

8:00 a.m.   Greetings from PICPA Leadership

8:15 a.m.   Choose Your Track - Sessions Begin

See track details below!

Choose a track to expand your awareness and understanding of valuation services or to build upon your existing expertise in the area. Both tracks feature industry experts, best practices, and current development in the business valuation arena.


9:55 a.m.   Take a Breather

10:10 a.m.   Sessions Resume

11:50 a.m.   Lunch

12:40 p.m.   Sessions Resume

2:20 p.m.   Snacks and Chats

2:35 p.m.   Sessions Resume

4:15 p.m.   See You Next Year

SESSION DESCRIPTIONS

Basic Track

Attend this track if you’re new to the field of business valuation, you want a primer on the fundamentals of the profession, or you’re an experienced valuation practitioner who desires a refresher. Practical examples will be used to exemplify theory and practice.

 

Fundamentals of Business Valuation (All Day Session)

John J. Barton, ASA, CPA
President | Brandywine Valuation Consultants LLC

  • Business valuation standards and ethics
  • Levels of value
  • Control premiums, discounts for lack of control and discounts for lack of marketability
  • Measuring risk and growth
  • The income, market, and cost approaches
  • Reconciliation and conclusion of value
  • Report writing

CPE Credits: 8-Other


Advanced Track

Choose this track if you’re an experienced business valuation practitioner, you’re looking to expand your role and increase your competence in the area of valuation services, or you are continuing to build on your knowledge of this specialty.

 

Current Developments with Fair Value Measurements (Morning Session)

Mark L. Zyla CPA, ABV, CFA
Managing Director | Acuitas Inc.

  • Best practices in fair value measurement for financial reporting, including the latest with private company alternative accounting
  • The latest on the fair value quality initiative
  • Regulator’s viewpoints on measuring fair value and other audit concerns
  • The status of credentialing valuation specialists who practice in this area
  • What valuation specialists need to know about the Proposed Mandatory Performance Framework

CPE Credits: 4-Other

Deep Dive Look into S Corp Taxation (Afternoon Session)

John E. Mitchell, CPA, ABV, CFF, CVA
Partner-in-Charge | Marks Paneth LLP

  • Step-by-step case study of the valuation issues in the Delaware Open MRI case from the case expert:
  • In-depth review of this landmark case, which resulted in a significant opinion from the Delaware
  • Chancery court and has been adopted and cited in other jurisdictions
  • Behind the scenes insight, lessons learned, and things that might have been done differently

CPE Credits: 2-Tax

Deep Dive Look into S Corp Taxation (Afternoon Session Continued)

P. Dermot O'Neill, CPA, ABV, CFF
President | P. Dermot O'Neill CPA PC

Charles S. Lunden, CPA
Partner | Bederson & Co. LLP

  • The new IRS tax guide, which describes the view of the service in valuing pass-through entities
  • How the valuation profession has dealt with tax affecting S corporations in other cases
  • The latest research from Nancy Fannon and Keith Seller’s book, Taxes and Value: The Ongoing Research and Analysis Relating to the S Corporation Valuation Puzzle, and views from Dr. Damodaran of the Stern Business School at New York University

CPE Credits: 2-Tax


Thanks to the following for their support of this conference:

Paychex



Registration

PICPA Member: $339
Nonmember: $439

More Information

Course No. 680700 Level: Update

Prerequisites: None

Notes

CLE Credits

  • Submitted for 6.5-Substantive CLE credits
  • Attorneys requesting CLE credits pay an additional $50

Staying over?

Contact the Best Western at (717) 561-2800. Identify yourself as a PICPA conference participant to receive the discounted rate.
  • Reserve by: Oct. 11
  • Discounted rate: $104.95 single/double

Thanks to the Business Valuation Committee Members who planned this conference:

John Barton
Brandywine Valuation Consultants LLC

T. Eric Blocher
McKonly & Asbury CPAs

Leon Butler
Butler, Gingerich & Co.

H. Thomas Campton
Kern and Company PC

Gregory Crumling
Crumling Consulting LLC

John Dagnon
John M. Dagnon CPA

Monique Ericson
Commonwealth of Pennsylvania Office of the Attorney General

Christopher Farah
Farah Financial PC

Morris Gocial
MDG LLC

David Granese
Execupharm

Charles Kern
Kern and Company PC

Bruce Leauby
LaSalle University

Charles Lunden
Bederson LLP

John Maloney
Wouch Maloney & Co. LLP

Gregory Marsh
New Value LLC

Steven Maund

Robert McCormack
Murphy McCormack Business Group LLC

Michael Molder
AILA Limited

Francis Morris
Reinsel Kuntz Lesher LLP

Linda Nitterauer

P. Demot O'Neill
Asterion, Inc.

Richard Orloff
Richard W. Orloff, CPA

Robert Power
McGill Power Bell & Associates LLP

Randall Raifsnider
Herbein + Company Inc.

Edwin Rosenthol
Edwin Rosenthol CPA

Susan Saidens
SMS Valuation & Financial Forensics LLC

Stephen Scherf
Asterion, Inc.

Glenn Spinello
Spinello Business Valuation

Christopher Weir
Wessel & Company

Eugene Whitacre

Michael Wolfe
Wolfe Valuation LLC


Speaker(s)

Patrick O'neill

President

John Mitchell


Charles Lunden

Partner

John Barton


Mark Zyla

Managing Director

Marc Bello

Partner