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Maryland & Washington DC State Chapter

NACVA State Chapter

Chapter President: Samantha Fisher
Telephone: (410) 570-3340
E-mail: sfisher@paradigmforensics.com

Event Details

Meeting/Event Location

Event Date: November 21, 2025
Event Time: 8:00 a.m.–2:00 p.m. ET
Delivery Method: Group-Live and Group Internet-Based (Hybrid)

In-Person Attendees:
10055 Red Run Blvd, Suite 220
Owings Mills, Maryland 21117

Virtual Attendees: Zoom link will be provided

Time \| 8:00 a.m.–9:50 a.m. ET Session 1: Lost Profits and Economic Damages: Turning Numbers into Narratives Presenter Name(s): David Witherspoon Program Description: In the world of litigation, the story behind the numbers matters just as much as the math itself. This session explores how business valuators and forensic accountants can effectively quantify and communicate lost profits and economic damages. From key methodologies and causation analysis to common pitfalls and expert testimony challenges, we’ll bridge the gap between financial analysis and persuasive presentation. Whether you’re new to damages or refining your expert approach, you’ll leave with practical insights to strengthen your next report and your time on the stand. How You Will Benefit After completing this course, attendees will be able to: Identify the various damages methodologies Describe when each methodology should be used Program Level: Basic Prerequisite: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. Advance Preparation: None Fields of Study: Accounting - 1 hr; Finance - 1 hr	2 Hrs CPE Fee: $75
Break \| 9:50 a.m.–10:00 a.m. ET
Time \| 10:00 a.m.–11:50 a.m. ET Session 2: The Ripple Effect of Connelly: What Every Business Valuator Needs to Know Presenter Name(s): Kimberly Linebarger, CPA, CFA, ASA Description: The Connelly v. United States decision sent shockwaves through the valuation community, reshaping how buy-sell agreements, life insurance proceeds, and estate tax valuations intersect. This session unpacks the key takeaways from Connelly and explores its real-world implications for business valuators, forensic accountants, and estate planning professionals. We’ll discuss how the ruling affects fair market value determinations, shareholder agreements, and common valuation assumptions, along with practical steps valuators can take to protect their analyses and clients in a post-Connelly environment How You Will Benefit After completing this course, attendees will be able to: Describe the key implications of the Connelly case on valuation Identify ways to assist clients in estate planning Program Level: Update Prerequisite: Participants need a background in the subject area and desire to keep current. Advanced Preparation: None Fields of Study: Accounting - 1 hr; Finance - 1 hr	2 Hrs CPE Fee: $75
Break \| 11:50 a.m.–12:00 p.m. ET
Time \| 12:00 p.m.–2:00 p.m. (ET) Session 3: Business Valuation Report Peer Review: Case Analysis by Person/Webinar Program Description: The peer review of valuation reports session 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, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements. 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 Program Level: Intermediate Prerequisites : Previous training or research on subject matter being taught. Advanced Preparation: There will be some advanced preparation work with this course. Fields of Study: Accounting—1 hr; Finance—1 hr Strengths and Weaknesses Worksheet Business Valuation Scenario Experience Requirement Scoring Key Online Conclusions and Recommendations Report	2 Hrs CPE Fee: $15 + $160 fee for Recertification (Optional)
Total Registration Fee	$165
Recertification Fee (optional): Case Analysis by Person/Webinar	$160

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