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NACVA STATE CHAPTER
State Chapter Presidents List (PDF)
2008 Tri-Annual Meeting Agenda
Practicing Defensively, the New Rules of the Road
Program Chair: Dermot O’Neill, CPA, ABV, CVA, CFFA
AGENDA #1—FRIDAY, AUGUST 1, 2008
| Time Period† |
# Hrs |
Type of Program |
Topic / Subject |
Who Presents Materials |
| 8:30am–10:00am |
1.5 |
Group Discussion |
Case Analysis (CAP)—Valuation Report provided
(This Case Analysis qualifies for NACVA’s Recertification Requirement—special fees and procedures apply.) |
2–3 Chapter Members lead discussion with entire group or breakout groups |
| 10:00am–10:15am |
.25 |
Break |
Break |
|
| 10:15am–11:30am |
1.25 |
Presentation or Panel Discussion |
Managing the IRS Examination of your Business Valuation in Estate and Gift Tax Returns. |
SC President finds a volunteer or IRS representatives* |
| 11:30am–12:30pm |
1 |
Lunch
Earn CPE—Invite a Speaker
|
Luncheon - What's New at the IRS? |
Guest Speaker from the IRS |
| 12:30pm–1:00pm |
.5 |
Overview |
NACVA Standards Update |
SC President or Chapter Member |
|
11:00am–1:00pm (PT)
12:00pm–2:00pm (MT)
1:00pm–3:00pm (CT)
2:00pm–4:00pm (ET)
|
2 |
Webinar* |
Working through the BV Standards maze |
To be taught by a NACVA Instructor |
* For referral to a local speaker call or email Simone Velasquez Hoover, NACVA State Chapter Foundation, Executive Director
† This State Chapter event can be held as an afternoon or evening program as well.
The Building Blocks for a Strong Foundation
Program Chair: Mary Miller, CPA, CVA
AGENDA #2—FRIDAY, OCTOBER 3, 2008
| Time Period† |
# Hrs |
Type of Program |
Topic / Subject |
Who Presents Materials |
| 8:30am–10:00am |
1.5 |
Presentation |
Introduction to the Valuation of Intellectual Property
|
SC President, Invited Speaker, or Chapter Member |
| 10:00am–10:15am |
.25 |
Break |
Break |
|
| 10:15am–11:45am |
1.5 |
Group Discussion |
Case Analysis—Valuation Report provided
(This Case Analysis qualifies for NACVA’s Recertification Requirement—special fees and procedures apply.) |
2–3 Chapter Members lead discussion with entire group or breakout groups |
| 11:45am–12:45pm |
1 |
Lunch
|
Luncheon Buffet—Chapter Planning for networking & events. |
Chapter Officers |
| 12:45pm–2:30pm |
1.75 |
Presentation |
Determining the Cost of Capital—What’s in your Tool Box? |
SC President, Invited Speaker, or Chapter Member |
* HQ prepares materials.
† This State Chapter event can be held as an afternoon or evening program as well.
Litigation and Forensics for the Business Valuation Practitioner
Program Chair: Jason Pierce, CPA, CVA, CMA, CFM
AGENDA #3—FRIDAY, DECEMBER 5, 2008
| Time Period† |
# Hrs |
Type of Program |
Topic / Subject |
Who Presents Materials |
| 8:30am–10:00am |
1.5 |
Presentation |
Valuations in Litigation—Preparing for Deposition and Trial |
State Chapter Member and/ or Local Attorney * |
| 10:00am–10:30am |
.25 |
Overview |
NACVA HQ Profile: Five Paths to the CFFA Credential—Financial Litigation, Forensic Accounting, Business Fraud—Deterrence, Detection and Investigation, Business and Intellectual Property Damages, and Matrimonial Litigation Support |
SC President or Chapter Member |
| 10:30am–10:45am |
1.5 |
Break |
Break
|
|
| 10:45am–12:15pm |
1 |
Group Discussion
|
Case Analysis (CAP)—Valuation Report provided
(This Case Analysis qualifies for NACVA’s Recertification Requirement—special fees and procedures apply.) |
2–3 Chapter Members lead discussion with entire group or breakout groups |
| 12:15pm–1:15pm |
1.75 |
Lunch |
Luncheon Buffet—Chapter Planning for networking & events. |
Chapter Officers |
| 1:15pm-2:30pm |
1.25 |
Presentation |
Application of Forensic Accounting Techniques for a Better Valuation Practice |
SC President, Invited Speaker or Chapter Member |
* For referral to a local speaker call or email Simone Hoover, NACVA State Chapter Foundation, Executive Director.
† This State Chapter event can be held as an afternoon or evening program as well.
|
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