 National Association of Certified Valuation Analysts |
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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: www.nasba.org |
| Program Level | Overview— | Update— | Basic— | Intermediate— | Advanced— |
| Learning activity level that provides a general review of a subject area from a broad perspective. | Learning activity level that provides a general review of new developments. | Learning activity level most beneficial to individuals new to a skill or an attribute. | Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area. | Learning activity level most useful for individuals with mastery of the particular topic. This level focuses on the development of in-depth knowledge, a variety of skills, or a broader range of applications. | |
| Prerequisite: | None required. These overview programs may be appropriate for professionals at all organizational levels. | Participants need a background in the subject area and desire to keep current. | Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area. | Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities. | Good knowledge of topic and experience in the field. Advanced level programs are often appropriate for seasoned professionals within organizations; however, they may also be beneficial for other professionals with specialized knowledge in a subject area. |
NACVA's 2009 NASBA CPE Registry Program List
| PROGRAM TITLE | DELIVERY METHOD | FIELD(S) OF STUDY | TOTAL CPE CREDITS | |
| Advanced Fair Value |
Group-Live |
Accounting Auditing |
8 8 |
16 |
| Advanced Tools to Improve Report Writing | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Advanced Valuation Case Law Update | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Advanced Valuation Workshop (3-day program) | Group-Live | Accounting Specialized Knowledge & Applications Tax |
3 18 3 |
24 |
| Advanced Valuation Discounts & Premiums | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Advising the Family Where Value Matters | Group-Live | Administrative Practice Regulatory Ethics Specialized Knowledge & Applications Tax |
4 1 10 1 |
16 |
| Analysis of Financial Statements and Financial Data | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Benchmarking to Improve Company Performance | Group-Live | Administrative Practice Business Management & Organization Specialized Knowledge & Applications |
1 1 6 |
8 |
| Building Blocks of Good Report Writing | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
|
Business and Intellectual Property Damages Workshop (5 Days) |
Group-Live | |||
| Advanced Concepts in Business Damages | Days 1 & 2 |
Accounting Business Law Specialized Knowledge & Applications |
3 1 12 |
16 |
| Advanced Statistics and Economic Theory/Modeling | Day 3 |
Economics Statistics |
4 4 |
8 |
| Intangible Assets and Financial Reporting: Purchase Price Allocations and Impairment Tests | Days 4 & 5 |
Accounting Specialized Knowledge & Applications |
8 8 |
16 |
|
Business Fraud - Deterrence, Detection, and Investigation (5 Days) |
Group-Live | |||
| The Foundation | Day 1 | Accounting Specialized Knowledge & Applications |
4 4 |
8 |
| The Engagement | Day 2 | Accounting Administrative Practice |
4 4 |
8 |
| Schemes and Interviewing Techniques | Day 3 | Accounting Administrative Practice Regulatory Ethics |
2 4 2 |
8 |
| Fraud Prevention Fundamentals, Techniques, and Theory | Day 4 | Behavioral Ethics Specialized Knowledge & Applications |
4 4 |
8 |
| Case Studies in Fraud Investigation | Day 5 | Accounting Administrative Practice Specialized Knowledge & Applications |
2 2 4 |
8 |
| Business Interruption Losses & Claims (3-day program) | Group-Live | Accounting Administrative Practice Specialized Knowledge & Applications Tax |
6 4 12 2 |
24 |
| Building Value: Fundamentals of Exceptional Enterprise Performance | Group-Live | Administrative Practice | 8 | 8 |
| Business Valuation Fundamentals for CPAs | Group-Live | Accounting Administrative Practice Specialized Knowledge & Applications Tax |
3 1 11 1 |
16 |
| Business Valuation Standards Maze | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Business Valuations: Applications & Calculations of the Income & Asset Approaches—Training Center (Day 3) | Group-Live Self-Study |
Accounting Administrative Practice Business Management & Organization Specialized Knowledge & Applications Tax |
2 1 1 4 1 |
9 |
| Business Valuations: Case Analysis—Completed Transaction and Guideline Public Comparable Methods (Day 4) | Group-Live Self-Study |
Accounting Specialized Knowledge & Applications Tax |
1 7 1 |
9 |
| Business Valuations: Special Purpose Valuations (Day 5-Part I) | Group-Live Self-Study |
Accounting Specialized Knowledge & Applications |
4 2 |
6 |
| Business Valuations: Fundamentals, Techniques & Theory—Training Center (Days 1&2) | Group-Live Self-Study |
Accounting Business Management & Organization Specialized Knowledge & Applications Tax |
3 1 13 1 |
18 |
| Capitalization/Discount Rates: Assessing the Alternatives | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Case Analysis in Person/by Phone (CAP) | Group-Live | Accounting Specialized Knowledge & Applications |
1 1 |
2 |
| Case Study: Facts to Conclusion—Training Center (Day 5-Part II) | Group-Live Self-Study |
Specialized Knowledge & Applications | 3 | 3 |
| Common and Useful Statistical Applications in Business Valuation | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Corporate Governance after Sarbanes-Oxley (SOX) (2-day program) | Group-Live | Accounting Administrative Practice Regulatory Ethics Business Management & Organization Specialized Knowledge & Applications |
3 4 2 4 3 |
16 |
| Current Update in Valuations | Group-Live | Accounting Administrative Practice Regulatory Ethics Business Management & Organization Behavioral Ethics Specialized Knowledge & Applications |
1 1 2 1 1 2 |
8 |
| Determining Cost of Capital Using Duff and Phelps | Group-Live | Economics Finance Statistics |
1 2 1 |
4 |
| Dissecting the Restricted Stock Studies | Group-Live | Accounting Finance Management Advisory Services Tax |
1 1 1 1 |
4 |
| Determining Personal Damages | Group-Live | Accounting Administrative Practice Specialized Knowledge & Applications Tax |
2 1 4 1 |
8 |
| Distressed Company Analysis and Valuation | Group-Live | Specialized Knowledge & Applications | 16 | 16 |
| Drafting a Good Valuation Report—Your Professional Signature© | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Enhancing Medical Practice Performance through Benchmarking | Group-Live | Administrative Practice Business Management & Organization Specialized Knowledge & Applications |
4 4 8 |
16 |
| ESOP Valuations and Applications | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Exit Strategies Workshop (2-day program) | Group-Live | Administrative Practice Business Management & Organization Behavioral Ethics Specialized Knowledge & Applications |
8 3 2 3 |
16 |
| Expert Witness Boot Camp (3-day Workshop) | Group-Live | Communications Specialized Knowledge & Applications |
12 12 |
24 |
| Fair Value for Financial Reporting Workshop (3-day program) | Group-Live | Accounting Auditing |
12 12 |
24 |
| FASB 141 and 142 Update | Group-Live | Accounting Regulatory Ethics |
2 2 |
4 |
| Forensic Accounting A-Z Academy™ (5 Days) | Group-Live | |||
| Differentiate and Demonstrate Forensic Accounting Mind-set | Day 1 | Accounting Auditing Regulatory Ethics Specialized Knowledge & Applications |
2 2 1 3 |
8 |
| Utilizing Forensic Tools | Day 2 | Accounting Auditing Marketing Specialized Knowledge & Applications |
2 2 2 2 |
8 |
| Executing Critical Forensic Techniques | Day 3 | Accounting Auditing Specialized Knowledge & Applications |
3 3 2 |
8 |
| Intermediate and Advanced Techniques, Digital Analysis—Introduction | Day 4 | Accounting Auditing Specialized Knowledge & Applications |
3 3 2 |
8 |
| Matter-Specific Application | Day 5 | Accounting Auditing Specialized Knowledge & Applications |
3 3 2 |
8 |
| Forensic Accounting Advanced Applications | Group-Live | Accounting Specialized Knowledge & Applications |
2 2 |
4 |
| Forensic Accounting for Valuation, Auditing, Litigation, and Fraud Practitioners—Tips, Tricks, Tools, and Techniques | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Forensic Accounting Fundamentals | Group-Live | Accounting Specialized Knowledge & Applications |
2 2 |
4 |
| Forensics Workshop for Financial Professionals (3-day) | Group-Live | Business Law Specialized Knowledge & Applications |
8 16 |
24 |
| Fundamentals of Financial Modeling and Forecasting | Group-Live | Statistics | 4 | 4 |
| Fundamentals of Litigation Consulting for Business Valuation | Group-Live | Accounting Specialized Knowledge & Applications |
2 6 |
8 |
| Growth Strategies through Mergers and Acquisitions | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Healthcare Consulting Workshop (5 Days) | Group-Live | |||
| The Dynamics of Physicians & Group Practice | Day 1 | Specialized Knowledge & Applications | 8 | 8 |
| The Dynamics of Physicians & Group Practice | Day 2 | Business Management & Organization Specialized Knowledge & Applications |
1 7 |
8 |
|
AM: Intricacies of Physician Compensation Plans and Arrangements PM: Economic Relevance of On Call Compensation |
Day 3 | Specialized Knowledge & Applications | 8 | 8 |
| Benchmarking for Increased Efficiency—An Economic Diagnosis | Day 4 | Business Management & Organization Specialized Knowledge & Applications |
4 4 |
8 |
| Valuation of Healthcare Ancillary Service Enterprises | Day 5 | Specialized Knowledge & Applications | 8 | 8 |
| Interviewing Skills Workshop—Fraud Deterrence | Group-Live | Specialized Knowledge & Applications | 16 | 16 |
| Introduction to Report Writing Standards & Skills | Group-Live | Communication Specialized Knowledge & Applications |
2 2 |
4 |
| Introductions to Hedge Fund Valuations | Group-Live | Finance Specialized Knowledge & Applications |
1 3 |
4 |
| Introduction to Mergers and Acquisitions | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Issues in Valuing Family Owned Businesses | Group-Live | Business Management & Organization Specialized Knowledge & Applications Tax |
1 2 1 |
4 |
| Levels of Value | Group-Live | Accounting Specialized Knowledge & Applications |
1 3 |
4 |
| Litigation Bootcamp for Financial Experts (5 Days) | Group-Live | |||
| Commercial Damages: Legal Theory and Case Law | Day 1 | Specialized Knowledge & Applications | 8 | 8 |
| Calculating Business Damages | Day 2 | Administrative Practice Regulatory Ethics Specialized Knowledge & Applications |
3 1 4 |
8 |
| Statistical Analysis/Economic Theory and Modeling | Day 3 | Statistics | 8 | 8 |
| Deposition—Theory, Practice and Strategy; Witness Preparation and Communication with Jurors | Day 4 | Administrative Practice Regulatory Ethics Specialized Knowledge & Applications |
3 1 4 |
8 |
| The Dynamics of Trial—Expert Testimony and Juror Perspectives | Day 5 | Specialized Knowledge & Applications | 8 | 8 |
| Litigation Consulting Practices Workshop (3-day program) | Group-Live | Administrative Practice Specialized Knowledge & Applications |
8 16 |
24 |
| Marketing and Managing Your Consulting Practice | Group-Live | Administrative Practice Business Management & Organization |
2 2 |
4 |
| Matrimonial Litigation Support Workshop (5 Days) | Group-Live | |||
| Overview of Matrimonial Litigation and Practice Management Issues | Day 1 | Regulatory Ethics Social Environment of Business Specialized Knowledge & Applications |
1 1 16 |
8 |
| Forensic Accounting in Matrimonial Cases | Day 2 | Accounting Specialized Knowledge & Applications |
3 1 4 |
8 |
| Valuation and Appraisal Issues Unique to Matrimonial Engagements | Day 3 | Administrative Practice Regulatory Ethics Business Law Business Management & Organizations Specialized Knowledge & Applications Tax |
1 1 2 1 1 2 |
8 |
| Divorce Taxation Distribution & Considerations | Day 4 | Accounting Administrative Practice Specialized Knowledge & Applications |
2 1 5 |
8 |
| Advanced Topics & Practice Management Issues | Day 5 | Business Management & Organization | 8 | 8 |
| Mechanics of Buying/Selling a Business | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Mergers and Acquisitions Workshop (5 Days) | Group-Live | |||
| The Sales Side of M&A | Day 1 | Specialized Knowledge & Applications | 8 | 8 |
| Special Topics in M&A | Day 2 | Specialized Knowledge & Applications | 8 | 8 |
| The Buy Side of M&A | Day 3 | Specialized Knowledge & Applications | 8 | 8 |
|
Negotiation Principles & Techniques M&A in Action |
Day 4 | Specialized Knowledge & Applications | 8 | 8 |
|
Tax & Legal Marketing and Sales Skills in M&A |
Day 5 | Marketing Tax |
4 4 |
8 |
| Normalizing & Then Projecting Earnings | Group-Live | Accounting Specialized Knowledge & Applications |
1 3 |
4 |
| Representing Parties to Malpractice in Valuations | Group-Live | Accounting Regulatory Ethics Specialized Knowledge & Applications |
1 1 2 |
4 |
| Small Business Valuation Case Study Workshop | Group-Live | Specialized Knowledge & Applications | 8 | 8 |
| Standards of Value Theory & Application | Group-Live | Business Law Finance Management Advisory Services |
1 1 2 |
4 |
| Strategic Benchmarking for Healthcare Organizations | Group-Live | Administrative Practice Business Management & Organization Specialized Knowledge & Applications |
4 2 10 |
16 |
| Strategies for Detecting and Preventing Fraud | Group-Live | Behavior Ethics Specialized Knowledge & Applications |
4 4 |
8 |
| Succession & Transition Planning Services | Group-Live | Administrative Practice | 4 | 4 |
| Techniques for Exceptional Report Writing & Related Practice Management Tips | Group-Live | Communication Specialized Knowledge & Applications |
4 4 |
8 |
| Transfer Pricing and Intellectual Property | Group-Live | Accounting Specialized Knowledge & Applications |
2 2 |
4 |
| Valuation and Industry Research: Tricks of the Trade | Group-Live | Administrative Practice Specialized Knowledge & Applications |
1 3 |
4 |
| Valuation Challenges: Pass-Through Entities and Preferred Stock | Group-Live | Specialized Knowledge & Applications | 8 | 8 |
| Valuation Compliance with FAS 141R, 142, & 157 | Group-Live | Accounting | 8 | 8 |
| Valuation Methods: Alternatives and Decision Criteria | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuation Pitfalls in Family Transition Strategies | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuation Using the Transaction and Guideline Approach | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuations in Squeeze-Outs: Determining Fair Value for Go-Probate Valuations | Group-Live | Accounting Administrative Practice Specialized Knowledge & Applications |
2 2 4 |
8 |
| Valuing Auto Dealerships | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Capital Intensive Industries Workshop | Group-Live | Accounting Administrative Practice Specialized Knowledge & Applications |
2 2 12 |
16 |
| Valuing Software Companies and Dot Coms | Group-Live | Administrative Practice Specialized Knowledge & Applications |
2 2 |
4 |
| Valuing Banks and Financial Institutions | Group-Live | Administrative Practice Specialized Knowledge & Applications |
2 2 |
4 |
| Valuing Construction and Trucking Companies | Group-Live | Administrative Practice Specialized Knowledge & Applications |
2 2 |
4 |
| Valuing CPA Firms and Law Firms | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Distressed Companies | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Economic Compensation Due to Unforeseen Events | Group-Live | Administrative Practice Specialized Knowledge & Applications |
1 3 |
4 |
| Valuing Family Limited Partnerships | Group-Live | Administrative Practice Specialized Knowledge & Applications |
1 3 |
4 |
| Valuing Insurance Companies | Group-Live | Administrative Practice Specialized Knowledge & Applications |
1 3 |
4 |
| Valuing Issues for Eminent Domain | Group-Live | Regulatory Ethics Specialized Knowledge & Applications |
1 3 |
4 |
| Valuing Manufacturers and Distributors | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Options and Warrants | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Organizations in the Healthcare Industry | Group-Live | Administrative Practice Specialized Knowledge & Applications |
6 10 |
16 |
| Valuing Pass through Entities: S-Corps and LLC vs. C-Corps | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Preferred Stock | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
| Valuing Professional Service Organizations | Group-Live | Administrative Practice Specialized Knowledge & Applications |
4 12 |
16 |
| Valuing Retail Stores and Fast Food Establishments | Group-Live | Administrative Practice Specialized Knowledge & Applications |
2 2 |
4 |
| Working through the Business Valuation Standards Maze | Group-Live | Specialized Knowledge & Applications | 4 | 4 |
CPE Fields of Study (FoS)—
AC |
= | Accounting |
ACG |
= | Accounting—Governmental |
AD |
= | Auditing |
ADG |
= | Auditing—Governmental |
AP |
= | Administrative Practice (Consulting) |
SEB |
= | Social Environment of Business |
RE |
= | Regulatory Ethics |
BL |
= | Business Law |
BM&O |
= | Business Management & Organization |
FN |
= | Finance |
MAS |
= | Management Advisory Services |
MK |
= | Marketing |
BE |
= | Behavioral Ethics |
CM |
= | Communications |
PD |
= | Personal Development |
PHR |
= | Personnel/HR |
| CS | = | Computer Science |
| EC | = | Economics |
| MM | = | Mathematics |
| PRD | = | Production |
| SK&A | = | Specialized Knowledge & Applications |
| ST | = | Statistics |
| TX | = | Taxes |