Ethical Dilemmas for Forensic Accountants
Stacy Collins, CPA, ABV, CFF, Financial Research Associates
Andrew Soshnick, Faegre Drinker Biddle & Reath LLP
In this interactive session, several ethical questions will be presented, along with various possible solutions. Audience participants will have the opportunity to vote on which option seems best. We will discuss the pros and cons of some of the
options presented and solutions selected by the audience.
It's time to network with colleagues and visit sponsor tables.
Economic Update
Troy Patton, CPA, ABV, Patton & Associates, LLC
Gain crucial insights into the latest market trends, economic shifts, and regulatory changes impacting businesses and the business valuation industry. Industry expert, Troy Patton, CPA/ABV who manages Indiana based The Archer Funds and Patton
& Associates, LLC, will provide concise analyses of global macroeconomic factors, and sector-specific influences. He will also discuss the role of technology and AI on the economy and potential impact to the valuation industry.
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.
Gaining Insight into the Expert Financial Judgment: An In-depth Analysis
Gregory Clark, CPA, CVA, MAFF, GMC & Company
James Godbout, ASA, CDFA, CFE, CFP, CVA, Marcum, LLP
Andrew Soshnick, Faegre Drinker Biddle & Reath LLP
During this session, you will gain insights into effectively challenging an expert's valuation opinion by delving into the foundational assumptions that form the basis of their report. The presenters will delve into a comprehensive case study
that highlights the most effective strategies for conducting expert depositions and skillfully cross-examining an opposing expert during a trial. You will have the opportunity to understand the specific domains where an expert's perspective
can be probed, uncovering vulnerabilities in their report. To enhance your understanding, this session will feature a live demonstration of an attorney skillfully cross-examining an expert witness within a trial scenario.
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.
Building Better Business Valuation Practices
Penny Lutocka, CPA, ABV, ASA, CFE, Houlihan Valuation Advisors
Rob Schlegel, FASA, MCBA, Houlihan Valuation Advisors
This session will address the variety of certifications, the breadth of typical assignments, and standards of practice including the AICPA Statement on Standards for Valuation Services #1 and the Uniform Standards of Professional Appraisal Practice
(USPAP). Various economic and industry data sources will be surveyed, as well as the differences in types of reports. The complexity of business valuation services implies smaller CPA practices may seek development of a specialized group or
alignment with other CPA practices or business valuation professionals in Indiana.
It's time to network with colleagues and visit sponsor tables.
Q&A – Ask the BV Experts (Panel Discussion)
James Alerding, CPA, ABV, Alerding Consulting
Penny Lutocka, CPA, ABV, ASA, CFE, Houlihan Valuation Advisors
Rob Schlegel, FASA, MCBA, Houlihan Valuation Advisors
Moderator: Bret Brewer, CPA/ABV, ASA, CBA, CFF, CVA, 59-60, Inc.
Join us for a panel discussion with three local business valuation experts. They will answer your questions about the different methods of business valuation, the factors that affect a business's value, and how to get an accurate valuation for
your business.