|
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 |