Advanced Fair Value Workshop Program Sponsor: Beckmill Research and Marshall &
Stevens
Program
Content
Building on the three-day Valuation for Financial Reporting Workshop,
the two-day Advanced Valuation for Financial Reporting Workshop is
intensive and hands-on. Working from fictional cases based on actual
fact patterns, attendees will prepare their own valuations of intangible
assets under ASC 805 (formerly, SFAS 141R ) and under ASC 820 (SFAS
157). They will also test assets for impairment under ASC 350 and 360
(formerly SFAS 142 and 144, respectively). Attendees will use their own
laptops and a template to be provided by NACVA. They are free to take
the template with them and use/modify it in their future valuation
engagements for financial reporting purposes.
Details
Learning Objectives
This demanding, two-day seminar
will be intensive and hands-on. Working from fictional cases
based on actual fact patterns, attendees will prepare their own
valuations of intangible assets under ASC 805 (formerly, SFAS
141R ). They will
also test assets for impairment under ASC 350 and 360 (formerly
SFAS 142 and 144, respectively).
Attendees will use their own laptops and a template to be
provided by NACVA. They are free to take the template with them
and use/modify it in their future valuation engagements for
financial reporting purposes.
Development and Instruction Team
These courses were developed and
are taught by Alfred M. King, AB, MBA,
CMA, CFM, and Warren D. Miller, CFA, ASA, CPA. Mr. King is
presently
vice chairman and a director of Marshall & Stevens and was
formerly managing
director with the Institute of Management Accountants. His areas
of
expertise include litigation support, valuation of
intangible/intellectual assets,
business valuations, solvency and reasonable equivalent value
issues, valuation
issues relating to domestic and international taxes and
financial reporting,
and complex allocation-of-purchase-cost assignments, including
retrospective
studies. In his career to date, Mr. King has personally
appraised over $100
billion of assets. Mr. Miller is a co-founder of BECKMILL
RESEARCH,
LLC, which limits its work to value maps, M&A, litigation
support, valuation
(financial reporting, tax, private equity, IP, value-based
management,
business planning), strategy (strengthening capabilities, market
positioning,
diversification), exit planning, and statistics-driven research
(e.g., customer
loyalty surveys, stand-alone public-comps analysis). His firm
also specializes
in valuation for financial reporting under ASC 350, 360, 718,
805, and
820. Mr. Miller has served as a discussion leader for CPAs/CAs
in 31 states,
the District of Columbia, Puerto Rico, and Canada. His book,
Value Maps:
Valuation Tools That Unlock Business Wealth, was published by
John Wiley &
Sons in May 2010.
Who Should Attend
This is an advanced course, and
experience is required. Attendees must have prepared valuation
reports in at least two engagements under SFAS 141/141(R) and in
at least two engagements under SFAS 142. It is not for those who
have never done work under SFAS 141/141(R) and 142 and are
looking to learn how so that they can begin working in this
niche. (The CTI course, Valuation for Financial Reporting
Workshop is recommended for those practitioners.)
2010 Package Pricing (Before early
registration discounts.)...........Non-Member.............Member
Two-Day
Workshop...................................................$1,300..................$1,170
CPE Hours
Delivery Method
Group-Live
Program Level
Advanced
Advanced Preparation
There will be some advanced
preparation work with this course.
Prerequisites
Attended Valuation for Financial
Reporting Workshop - Intermediate
Fields of Study
Specialized Knowledge and
Applications
16
Total CPE Hours
16
For more information regarding CPE, Program Levels and Fields of
Study please
click here.
NASBA Sponsorship
NACVA is registered with the National Association of
State Boards of Accountancy (NASBA), as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual
courses for CPE credit. Complaints regarding registered sponsors may be
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org/