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Recommended CPE Bonus Point Programs

NACVA’s governing boards and training faculty have identified NACVA/CTI courses—Recommended CPE Bonus Point Programs—that reinforce core business valuation and financial litigation theory, methodologies, and practice. These programs will keep you well-rounded in the performance of business valuation and financial litigation services, increase your awareness of industry developments, and provide practitioner-centric training keeping you alerted to issues that lead to, or contribute to, the quality of your work product. These programs are conveniently offered through live classroom, live online, online/on-demand, and self-study throughout the year.


Recommended CPE Bonus Point Programs CPE/
Points Earned
Bonus Points
Earned
Total Points
Earned
Around the Valuation World® Annual Subscription
The Definitive Source for Industry News and Updates
www.AroundtheValuationWorld.com
Subscription includes 12 monthly
webcasts, archived recordings,
CPE quizzes, and 24 hours of CPE. Minimum of 8 hours attendance required to receive bonus points.
12

The Around the Valuation World® webcast is the next generation method of obtaining the latest updates, news, trends, and activity occurring in the rapidly evolving business valuation and financial forensics profession. Subscription includes 12 webcasts and 24 hours of CPE.

Annual Subscription Pricing: Member $355.00 Click Here to Subscribe
Webcasts are held monthly from 11:00 a.m.–1:00 p.m. Mountain Time.

Case Analysis in Person (CAP) and Case Analysis by Webinar (CAW)
The Profession's First and Only Business Valuation Report Peer Review 
www.theCTI.com/CAP


2

12 14

The peer review of valuation reports offered through the Case Analysis in Person (CAP) or Case Analysis by Webinar (CAW) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines.

How You Will Benefit
After completing this course, attendees will be able to:

  • Recognize the do’s and don’ts of writing an effective report
  • Determine techniques that they can take back to the office to use or avoid


Pricing: One-day Course (2 Hrs CPE) Member $225

Case Analysis in Person (CAP) Schedule Early Registration Discounts
and Deadlines
Date Location 10% 5%
September 11, 2017 Washington, DC 7/31/2017 8/31/2017
October 16, 2017 Philadelphia, PA 8/31/2017 9/30/2017
October 30, 2017 New Orleans, LA 8/31/2017 9/30/2017
October 31, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 13, 2017 Chicago, IL 9/30/2017 10/31/2017
December 4, 2017 Ft. Lauderdale, FL 9/30/2017 10/31/2017
December 11, 2017 San Diego, CA 10/31/2017 11/30/2017
December 12, 2017 San Diego, CA 10/31/2017 11/30/2017


Case Analysis by Webinar (CAW)
Pricing
: One-day Webinar (2 Hrs CPE) Member $225

Dates
September 6, 2017
October 18, 2017
November 8, 2017
December 6, 2017
January 22, 2018
Current Update in Valuations (CUV)
Essential Updates on Recent Valuation Trends, Techniques, and Opinions
www.theCTI.com/CUV
8 12 20

The primary objective of this interactive course is to deliver training and tools for you to produce a strong, defensible work product that will lead to increased confidence in your opinions. The course provides critical education from the foundation up by revisiting the core body of knowledge for business valuations.

How You Will Benefit
After completing this course, attendees will be able to:

  • Determine which state and federal case law precedents guide valuation issues
  • Recognize professional and industry standards
  • Identify changes to tax code, regulations, and court decisions
  • Differentiate between a calculation of value and a conclusion of value
  • Identify various products valuators can offer to their clients
  • Detect size risk, which is considered throughout the entire business valuation process, so as to avoid duplication of risk associated with size
  • Recognize specific considerations in the identification and determination of personal goodwill in business valuations
  • Identify the do’s and don’ts of writing an effective report
  • Recognize how industry standards and any changes will impact your practice


Pricing: One-day Course (8 Hrs CPE) Member: $540

    Early Registration Discounts
and Deadlines
Dates Location 10% 5%
September 11, 2017 Washington, DC 7/31/2017 8/31/2017
October 16, 2017 Philadelphia, PA 8/31/2017 9/30/2017
October 30, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 4, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 13, 2017 Chicago, IL 9/30/2017 10/31/2017
December 4, 2017 Ft. Lauderdale, FL 9/30/2017 10/31/2017
December 11, 2017 San Diego, CA 10/31/2017 11/30/2017
December 16, 2017 San Diego, CA 10/31/2017 11/30/2017
January 22, 2018 Las Vegas, NV 11/30/2017 12/31/2017


 Live online broadcast from this location is also available.  Visit the Online Learning page for details and registration.

On-Demand and Self-Study Options Available!
Current Update in Valuations is also available as an on-demand webinar series and via self-study
Pricing: On-Demand Webinar 4-Part Series (9 Hrs CPE) Member $432
Pricing: Self-Study Manual and CPE Exam Package (12 Hrs CPE) Member $301.50

Industry Standards Update
Ensure Your Knowledge and Compliance with the Profession's Standards
www.theCTI.com/ISU
2 12 14

Recent developments within the professional organizations are moving toward the harmonization of industry standards.  Senior representatives from the valuation industry will discuss the standards impacting the profession, including: NACVA, IBA, ASA, AICPA, and USPAP.

How You Will Benefit
After completing this course, attendees will be able to:

  • Determine how industry standards and any changes will impact one’s practice
  • Interpret any changes in the current and possibly future environment


Pricing: One-day Webinar (2 Hrs CPE) Member $225

Dates
September 29, 2017
November 10, 2017
December 8, 2017
January 19, 2018


On-Demand Option Available!
Industry Standards Update is also available as an on-demand webinar.
Pricing: On-Demand Webinar (2 Hrs CPE) Member $180

Litigation Report Writing Workshop
Effective Approaches to Writing for Damages Reports and Litigation Matters
www.theCTI.com/LRW
8 12 20

In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions.

How You Will Benefit
After completing this workshop, attendees will be able to:

  • Identify the reporting requirements set forth in Federal Rules of Civil Procedure 26(a)2(B)
  • Recognize the components of an effective expert report
  • Determine the strengths, weaknesses, and risks of alternative report styles
  • Detect the risks of a substandard report
  • Differentiate between a report used for tax or transactional purposes and a report appropriate for the litigation process
  • Determine the manner in which foundational evidence is incorporated into an expert report
  • Identify the reasons that expert reports are often inadmissible as evidence in court
  • Recognize a well-prepared report


Pricing: One-day Workshop (8 Hrs CPE) Member $540

    Early Registration Discounts
and Deadlines
Dates Location 10% 5%
September 14, 2017 Washington, DC 7/31/2017 8/31/2017
October 30, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 13, 2017 Chicago, IL 9/30/2017 10/31/2017
December 11, 2017 San Diego, CA 10/31/2017 11/30/2017


On-Demand Option Available!
Litigation Report Writing Workshop is also available as an on-demand webinar.
Pricing: On-Demand Webinar 4-Part Series (8 Hrs CPE) Member $432

Litigation Report Writing Workshop Webinar
Pricing: Four-day Webinar Series (8 Hrs CPE) Member $540

Dates
November 27–30, 2017
January 23–26, 2018

Report Writing: Review and Analysis
Best Practices to Bullet-Proof Your Valuation Reports
www.theCTI.com/RW
16 12 28

This engaging course is structured around the valuation engagement and report writing experiences of the attendees. As their specific issues are addressed, attendees will see examples of how to organize valuation reports, develop an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator.

How You Will Benefit
After completing this course, attendees will be able to:

  • Detect challenges in a formal business oral presentation
  • Apply the elements of credible writing to business appraisal reports
  • Recognize the features of excellent and problematic business appraisal reports
  • Differentiate between scope and findings in an appraisal review report


Pricing: Two-day Course (16 Hrs CPE) Member $1,080

    Early Registration Discounts
and Deadlines
Dates Location 10% 5%
October 31–November 1, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 16–17, 2017 Chicago, IL 9/30/2017 10/31/2017
December 14–15, 2017 San Diego, CA 10/31/2017 11/30/2017


On-Demand Option Available!
Report Writing: Review and Analysis is also available as an on-demand webinar
Pricing: On-Demand Webinar 4-Part Series (9 Hrs CPE) Member $432

Report Writing: Review and Analysis Webinar
Pricing: Four-day Webinar Series (9 Hrs CPE) Member $540

Dates    
July 17–20, 2017      
September 25–28, 2017      
December 4–7, 2017      
January 15–18, 2018