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Current Update in Valuations (CUV)

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

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Arrow How You Will Benefit Arrow Pricing and CPE
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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, select the date and location you'd like to attend and click the "Register Online Now" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
      Early Registration Discounts
and Deadlines
Dates Location   10% 5%
June 19, 2018 Las Vegas, NV N/A N/A
August 20, 2018 San Diego, CA 6/30/2018 7/31/2018
October 1, 2018 Salt Lake City, UT 7/31/2018 8/31/2018
October 29, 2018 Chicago, IL 8/31/2018 9/30/2018
November 12, 2018 San Diego, CA 9/30/2018 10/31/2018
December 10, 2018 Ft. Lauderdale, FL 9/30/2018 10/31/2018
January 28, 2019 Salt Lake City, UT 11/30/2018 12/31/2018

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

This course is from 8:30 a.m.–5:15 p.m.

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) $650 $585
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 CPE On-demand webinar course and via self-study

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