Skip To Main Content
Directory      Join Now

Member Login

My Account Login



Forgot your Password?
Search
NACVA logo
  • Association
    • NACVA's Beginnings
    • NACVA's Mission
    • 30 Years of Firsts
    • Benefits of Membership
    • Classifications of Membership
    • Ultimate Membership
    • Become a Member
    • NACVA Boards
    • NACVA Committees
    • NACVA Support Groups
    • Professional Standards and Ethics
    • Advisory Briefs
    • Alliances/Partners
    • Pacesetter® Awards Program
    • Privacy Policy
    • Online Directory
    • Job Opportunities Board
    • Headquarters Directory
    • Contact Us
    • Feedback
    • Policy on Non-Discrimination
    • No Login | Secure Payment Submission
    • The Future of the Business Valuation Profession
  • Certifications
    • Accredited
    • Business Valuation and Financial Forensics Credential Comparison Chart
    • Certified Valuation Analyst (CVA)
    • Master Analyst in Financial Forensics (MAFF)
    • Accredited in Business Appraisal Review (ABAR)
    • Certified Business Appraiser (CBA) and Master Certified Business Appraiser (MCBA)
    • Recertification
  • Professional Education
    • Full Course Schedule
    • Ultimate Training Pass
    • Credentialing Training
    • Certificate of Educational Achievement Training
    • Introduction Training
    • Business Valuation Training
    • Financial Forensics and Litigation Training
    • Practice Management Training
    • Exit Planning Training
    • Software and Database Training
    • 2025 Business Valuation & Financial Litigation Super Conference
    • Hotel Accommodations
    • NASBA Sponsorship
    • Cancelation Policy
  • Online Learning
    • Virtual Course Schedule
    • Artificial Intelligence (AI) Webinar Series
    • Advanced Learning Series
    • Mergers and Acquisitions Academy
    • Around the Valuation World®
    • Around the Valuation World® International
    • EconAssist® Orientation
    • Free Virtual Courses
    • CPE On-Demand Courses
    • Self-Study Courses
    • Important Virtual Course Information—FAQs
    • Virtual Course Cancelation Policy
  • International
    • International Chapters
    • Global Professional Standards Resources
    • Around the Valuation World® International
    • EACVA's 17th Annual International Business Valuation Conference
    • European Business Valuation Magazine (EBVM)
    • Kroll Cost of Capital Navigator: International Cost of Capital Module
    • Kroll International Industry Benchmarking Module
  • Publications
    • Association News
    • The Value Examiner
    • Journal of Forensic and Investigative Accounting
    • QuickRead
    • Around the Valuation World®
    • Around the Valuation World® International
    • European Business Valuation Magazine (EBVM)
    • Call for Authors
  • Get Involved
    • State Chapters
    • International Chapters
    • Mentor Support Exchange
    • Support Group Application
    • Publish An Article
    • Thomas R. Porter Lifetime Achievement Award
    • NACVA Honors
    • 30 Under Thirty
    • 40 Under Forty
    • Industry Titans
    • NACVA LinkedIn
    • NACVA on Instagram
    • NACVA Video Network
    • YouTube Live Q&A Broadcasts
    • Join Our E-mail List
  • Store
  • Home
  • Subscriptions, Committees, Boards & State Chapters

Minnesota State Chapter


Chapter President: Chris Van Schooneveld
Telephone: (612) 381-8799
E-mail: christopher.vanschooneveld@eisneramper.com

 
Event Details Meeting/Event Location

Event Date: Tuesday, September 10, 2024
Event Time: 8:00 a.m.–5:30 p.m. CT
Earn up to 8 Hrs CPE
Event Roster

Crowne Plaza Minneapolis West
3131 Campus Drive
Plymouth, MN 
55441
Event Registration Fee $375
Sign-In & Continental Breakfast 
8:00–8:30 a.m.
 
8:30–9:45 a.m.
  • Session 1: Understanding the Emerging and Evolving Landscape in Marijuana Appraisal: A Focus on the Unique Attributes within a Unique Industry
  • Presenters: Ron Seigneur, MBA, CPA/ABV, ASA, CVA (Seigneur Gustafson LLP) and Stacey Udell, CPA/ABC/CFF, CVA (HBK)
  • Program Description: This course will focus on the unique industry challenges within the state legal, licensed cannabis operators with an emphasis on the information relevant to business and intellectual appraisal engagements. Information will be provided to assist in risk assessment and in understanding the often-extreme differences from licensing jurisdictions at both the state and municipal level. Sources of information will be provided, and a few sample demonstratives will be used to show some of the unique appraisal nuances in cannabis.
  • Advanced Preparation: None
  • Field(s) of Study: Finance
1 Hr CPE
Break
9:45–9:55 a.m.
9:55 a.m.–12:00 p.m.
  • Session 2: Intellectual Property Valuation - A Deeper Dive 
  • Presenter: Graham Rogers, ASA, MRCIS CVS, CLP (EisnerAmper)
  • Program Description: During this course, we will identify and define types of intangible assets (specifically intellectual property) and describe why the recognition and valuation of intangible assets is important. In addition, we will define the three methodologies for valuing intangible assets (Cost Approach, Market Approach, and Income Approach). We will also spend a significant amount of time on the hybrid approach commonly referred to as the Reasonable Royalties methodology. We will provide a walkthrough for how to utilize royalty databases (i.e., ktMINE, RoyaltyStat, Royalty Source) which are an invaluable tools for identifying potential comparable agreements and therefore royalty rates in the market. Finally, we will provide a walkthrough on how to determine the discount rate that one should use in valuing intangible assets.
  • Advanced Preparation: None
  • Field(s) of Study: Finance
2 Hrs CPE
On-site Lunch
12:00–1:00 p.m.
1:00–2:40 p.m.
  • Session 3: An Attorney’s Perspective on Selecting the Right Expert and Preparing Them for Deposition and Trial
  • Presenters: Hubert Klein, CPA/ABV/CFF/CGMA, CVA, CFE (Eisneramper) and Janel Dressen. J.D. (Anthony Ostlund Louwagie Dressen & Boylan)
  • Program Description: In this course, find out what lawyers look for in working with experts. This will be a discussion with a seasoned trial attorney and a seasoned expert witness who can share their insights, guidance, and expertise about best practices and tactics for working with experts. This course will also discuss current issues related to Daubert and discuss how attorneys and experts can work together to prepare for any situation, working to reports and then from deposition to trial.
  • Advanced Preparation: None
  • Field(s) of Study: Personal Development
2 Hrs CPE
Break
2:40–2:50 p.m.
2:50–4:30 p.m.
  • Session 4: Demystifying Monte Carlo Simulation and its Application
  • Presenter: David Kaye, CFA, CPA/ABV, CA (Excelsior Business Advisors)
  • Program Description: In this course, you will learn how the Monte Carlo simulation offers a tremendous tool to valuation analysts when valuing securities, assets, liabilities, and businesses with non-linear, path dependent payoff structures such as carried interests in investment vehicles, performance incentive units, earnouts, and more. In this course we will cover the practical application of Monte Carlo simulation, including case study examples. We will provide guidance on how to identify situations where this model can provide the valuation analyst with a tool to accurately model the payoff structure of assets with a non-linear, path dependent structure. This course aims to demystify Monte Carlo simulations for valuation analysts with a general understanding of the Monte Carlo Simulations and provide guidance in its practical application.
  • Advanced Preparation: None
  • Field(s) of Study: Finance
2 Hrs CPE
Break
4:30–4:40 p.m.
4:40–5:30 p.m.
  • Session 5: An Update on The Impact of $80 Billion and 87,000 Additional IRS Employees on BV
  • Presenter: Michael Gregory, MBA, ASA, CVA, Qualified Mediator with the MN Supreme Court
  • Program Description: In this course, you will learn how the Inflation Reduction Act was supposed to provide the IRS with $80 billion additional dollars and add 87,000 employees over the next ten years, but Congress has reduced it. During this session, Mike looks at the IRS strategic plan and public information from the Treasury Department and the IRS. He shares his insights of what this may mean overall related to business valuation with the IRS Engineering Program and business valuation. Short- and longer-term implications are presented to give appraisers an idea of what may be expected in the future given IRS objectives. Insights on recent court cases are offered as a bonus item. 
  • Advanced Preparation: None
  • Field(s) of Study: Finance
1 Hr CPE


Please log in at the top of the page prior to clicking Register Now.

REGISTER NOW

 

Stay Informed: Subscribe to E-mail

2025 Business Valuation and Financial Litigation Super Conference

NCCA | ANAB Accreditation

NACVA’s Certified Valuation Analyst® (CVA®) and Master Analyst in Financial Forensics® (MAFF®) designations are the only valuation and financial forensic credentials accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). The CVA designation is also accredited by the ANSI National Accreditation Board® (ANAB®).

Learn More

Contact Us

1218 East 7800 South, Suite 301
Sandy, UT 84094
NACVA1@NACVA.com
Toll-Free: (800) 677-2009

Submit Feedback

Connect With US

 

Register as a Guest

Copyright © 2025, National Association of Certified Valuators and Analysts ®
Naylor Association Management Software