This conference is offered in collaboration with the Society of Louisiana CPAs. The valuation process involves many complicated strategies. Whether you’re performing estate and gift calculations or involved in litigation situations, study the valuation playbook at this unique event. Learn about recent court cases, review best practices, examine market trends and hear from leaders in the industry. Provides 16.0 Specialized Knowledge CPE.
DAY 1: Monday, August 19
8:00 – 8:30 am Registration & Continental Breakfast
8:30 – 9:30 am
Hot Topics in Valuation and Litigation Services
Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA
9:30 – 10:20 am
Adjusting Multiples for Consistency with the Income Approach
Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA
10:20 – 10:40 am Break/Visit Exhibitors
10:40 – 11:30 am
Estate & Gift Tax Valuations: Case Law Update
Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA
Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA
11:30 am – 12:20 pm
The State of Restaurants
Patrick Gros, CPA • Patrick J. Gros, CPA APAC • Covington, LA
12:20 – 1:20 pm Lunch/Visit Exhibitors
1:20 – 2:10 pm
Personal Goodwill and Valuation Issues in Marital Dissolution Cases
Karolina Calhoun, CPA, ABV, CFF • Mercer Capital • Memphis, TN
What is personal goodwill and why is personal vs. enterprise goodwill such an important topic? How is case law relevant, and is it always relevant? We will discuss practical approaches,?best practices and the impact from facts and
circumstances.
2:10 – 3:00 pm
Identifying, Filing Suit, and Recovering Damages in Ponzi Schemes
Lara K. Richards, JD • Special Counsel - Fishman Haygood, LLP • New Orleans, LA
Lance McCardle, JD • Partner - Fishman Haygood, LLP • New Orleans, LA
Jason Burge, JD • Partner - Fishman Haygood, LLP • New Orleans, LA
3:00 – 3:20 pm Break/Visit Exhibitors
3:20 – 4:50 pm
The Stories We Tell Ourselves: Perceptions, the Economy, and Markets
Stephen Morgan • Hancock Whitney Bank • New Orleans, LA
Popular narratives about the economy and markets can play a large role in shaping both policy and actual financial outcomes, particularly in the short- to intermediate-term. We’ll examine current financial conditions and potential outcomes through the lens of some of these stories we tell ourselves. What rings false, what seems mostly right, and what nuances get lost in the general discussion about our money?
4:50 – 6:00 pm
Networking Reception
Reception hosted by Fishman Haygood
Day 2: Tuesday, August 20
7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 9:30 am
Improving Your Cost of Capital Estimates – Theory vs. Practice
Carla Nunes, CFA, ABV • Kroll • Philadelphia, PA
Kevin Madden • Kroll • Chicago, IL
9:30 – 9:50 am Break/Visit Exhibitors
9:50 am – 10:40 am
AICPA Update
Mark Smith, JD, CPA • AICPA • Chapel Hill, NC
The AICPA session will provide an overview of the latest forensic and valuation section initiatives. This will include updates on the status of the forthcoming AICPA Accounting and Valuation Guide on Business Combinations, the latest on Accredited in Business Valuation, Certified in Financial Forensic, and Certified in Valuation of Financial Instruments credentials, several key initiatives to build the FVS pipeline, and some exciting new FVS resources. ?
10:40 – 11:30 am
Challenges, Myths and Applications of AI Valuation Services
Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ
11:30 am – 12:30 pm Lunch/Visit Exhibitors
12:30—1:30 pm
View From the Bench
The Honorable Terry Doughty • United States District Judge - Western District of Louisiana
1:30 – 2:20 pm
Divorce: Lifestyle Analysis
Michele Avery, CPA, ABV, MBA, CVA, MAFF • Carr Riggs & Ingram • Metairie, LA
This presentation will provide an overview on how to determine and present a lifestyle analysis when determining income for spousal or child support.? Focus will be on identifying documents and sources to support the lifestyle analysis and pitfalls avoid.
2:20 – 2:40 pm Break/Visit Exhibitors
2:40 – 3:30 pm
What we don’t think we think: Implicit Bias
The Honorable Janis van Meerveld • United States Magistrate Judge - Eastern District of Louisiana
Objectivity is an illusion. Without our conscious knowledge, stereotypes and assumptions are embedded into all our brains. Implicit biases are held by everyone, including those negatively impacted by them. Judge van Meerveld will help you learn how to recognize and address implicit bias and highlight how you can work to create and foster a community where opportunities for growth, development, and advancement are open to all.
3:30 – 4:20 pm
Smooth Transitions: Mastering Ownership Changes in a Privately Held Business
Vanessa Brown Claiborne, CPA, ABV, ASA, AEP • Chaffe & Associates, Inc. • New Orleans, LA
Navigating the complexities of ownership transitions in privately held businesses can be challenging. This presentation delves into the critical strategies for successful buying, selling, succession, and exit planning. Attendees will learn how to explore all exit options and prepare their businesses for a seamless transition, ensuring continuity, protecting value, and securing a prosperous future for all stakeholders involved.