Current Update in Valuations (CUV)

Co-Sponsored by the National Association of Certified Valuators and Analysts®  

Arrow Program Description Arrow Who Should Attend Arrow Pricing and CPE
Arrow How You Will Benefit Arrow Dates and Locations    

Essential Updates on Recent Valuation Trends, Techniques, and Opinions

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.

The course incorporates “what’s new” in the valuation industry and relates it to the everyday practical work product. It weaves current and ongoing developments and the essentials outlined in Revenue Ruling 59-60 with a comprehensive understanding of recent valuation trends, techniques, and opinions. It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

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

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Who Should Attend

This course is designed for all business valuation practitioners who wish to improve their understanding of the valuation process and take their skill set to a higher level.

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Current Update in Valuations (CUV) Faculty

To register, click on date or location below or contact Member/Client Services at (800) 677-2009 or
    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.

This course is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount) Non-Member Member
One-day Course (8 Hrs CPE) $600 $540
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation None
Prerequisites Attendees need a background in the subject area and a desire to keep current.
Fields of Study Accounting 2
  Behavioral Ethics 1
  Business Management & Organization 1
  Economics 1
  Finance 1
  Taxes 2
Total CPE Hours   8

For more information regarding CPE, Program Levels and Fields of Study please click here.  

On-Demand and Self-Study Options Available!
Current Update in Valuations is also available as an on-demand webinar series and via self-study

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