| Event Registration Fee |
$400 |
| Event Time: 8:30 a.m.–5:10 p.m. CT |
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Time: 8:30–10:10 a.m. (CT)
Session 1: BVFLS 3.0: Harnessing AI to Transform Your BVFLS Practice
Presenters: Rod Burkert
Program Description: As a BVFLS professional, you seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. Because whether you’re on the AI sidelines or already a seasoned user, there is a ton of potential to be explored. This session will showcase real-world examples to demonstrate how you can harness AI to better market, sell, and deliver your services. If AI for BVFLS is on your mind – and you're looking to move past the hype and integrate AI into your workflows – this session is one you'll want to attend.
How You Will Beneift
After attending this session, you'll be able to:
- Describe what is driving AI adoption
- Identify how to overcome objections to AI use for BVFLS work
- Compare and choose alternative AI platforms
- Demonstrate practical BVFLS use cases for AI
- Identify best resources to increase AI-use proficiency
- Describe how to get started with AI in your practice/firm
Program Level: Intermediate
Prerequisite: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities
Advanced Preparation: None
Field(s) of Study: Business Management and Organization—1 hr; Computer Software and Applications—1 hr |
2 Hrs CPE
Fee: $100
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Break: 10:10–10:25 a.m. (CT)
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Time: 10:25 a.m.–11:15 a.m. (CT)
Session 2: The One Big Beautiful Bill and Its Impact
Presenters: David Brauer, CPA
Program Description: This session provides a practical overview of the One Big Beautiful Bill Act (OBBBA) and its impact on business valuation. Participants will explore key provisions of the bill, including changes to bonus depreciation, Section 179 expensing, R&D expensing, interest deduction limitations, and the permanence of the Qualified Business Income (QBI) deduction. Through real-world examples attendees will learn how these tax changes affect cash flow and valuations..
How You Will Benefit
After attending this session, you'll be able to:
- Identify the major tax provisions of the One Big Beautiful Bill relevant to business valuation
- Evaluate how changes to depreciation and expensing rules affect projected cash flows
- Assess the impact of interest deduction limitations on capital structure and valuation
- Identify the changes to the research and development expensing
Program Level: Intermediate
Prerequisite: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities
Advanced Preparation: None
Field(s) of Study: Taxes—1 hr |
1 Hr CPE
Fee: $50
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Break: 11:15–11:30 a.m. (CT)
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Time: 11:30 a.m.–12:20 p.m. (CT)
Session 3: Minnesota CRE Market Update & Real Estate Appraisal Insights for Business Valuation Professionals
Presenters: Josh Folland, MAI, CCIM, AI-GRS
Program Description: This session provides a dual focus: (1) an update on Minnesota’s commercial real estate markets, and (2) a practical exploration of real estate appraisal concepts for financial and business valuation professionals. Participants will examine how economic conditions, Federal Reserve policy, tariffs, and capital markets are shaping property performance and transaction activity. Special attention will be given to sector-specific market dynamics in retail, office, industrial, and multifamily, as well as the impact of a slowed development pipeline on property values.
In addition, the session will clarify appraisal concepts that differ from business valuation practice. Topics include the role of market data in real estate analysis, highest and best use, external obsolescence, and the reconciliation of limited or imperfect comparable data into credible valuation conclusions. The session is designed to bridge the gap between business valuation and real estate appraisal, equipping participants with tools to better interpret appraisal reports and understand the nuances of property valuation.
How You Will Beneift
After attending this session, you'll be able to:
- Explain how capital markets—shaped by Federal Reserve policy, inflation, and tariffs—are influencing commercial real estate values
- Assess current transaction activity trends and analyze their implications for using sales data in real estate appraisal
- Evaluate sector-specific risks in retail, industrial, and multifamily given economic softening, high interest rates, and rising development costs
- Differentiate key concepts of real estate appraisal from business valuation, including highest and best use, external obsolescence, and market-derived inputs (rent, vacancy, expenses, capitalization rates)
- Interpret how appraisers reconcile limited or imperfect market data into credible assignment results in accordance with USPAP standards
- Apply both market insights and appraisal process knowledge to litigation, advisory, and valuation assignments involving real estate interests
Program Level: Intermediate
Prerequisite: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities
Advanced Preparation: None
Field(s) of Study: Economics—1 hr |
1 Hr CPE
Fee: $50
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Lunch: 12:20–1:20 p.m. (CT)
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Time: 1:20–2:10 p.m. (CT)
Session 4: Valuation in Estate Planning and Business Succession: Key Legal Issues and Practical Applications
Presenters: Patrick Kratz, J.D.
Program Description: The One Big Beautiful Bill Act (OBBBA) has ushered in a new chapter for estate planners and business valuators alike. With the federal estate, gift, and GST tax exemption set at $15 million per individual ($30 million per couple) in 2026, valuation professionals must recalibrate their approach to supporting high-net-worth clients and small business owners in a less urgent—but still strategically critical—planning environment. This session explores the role of valuation in estate and gift tax planning and business succession, with an emphasis on the legal issues that drive planning strategies and affect valuation outcomes. We will review current IRS positions, recent case law, and common planning techniques such as family LLCs, buy-sell agreements, the use of valuation discounts and trusts. Special emphasis will be placed on how the OBBBA's permanent increase in estate, gift, and GST tax exemptions affects valuation strategy and planning thresholds. Attendees will gain practical guidance into structuring transactions and valuations that withstand regulatory scrutiny while advancing client goals for wealth transfer and business continuity.
How You Will Benefit
After attending this session, you'll be able to:
- Describe how legal developments and IRS positions affect the valuation of closely held businesses and family entities in estate planning
- Identify how the OBBBA’s expanded estate, gift, and GST tax exemptions impact valuation and planning dynamics
- Identify planning structures that still benefit from valuation discounts (e.g., FLPs, LLCs)
- Evaluate the role of business appraisers in SLATs, GRATs, and other estate planning tools
- Describe how to anticipate IRS challenges and defend valuation positions in a post-OBBBA landscape
Program Level: Intermediate
Prerequisite: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities
Advanced Preparation: None
Field(s) of Study: Taxes—1 hr
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1 Hr CPE
Fee: $50
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| Break: 2:10–2:25 p.m. (CT) |
Time: 2:25–3:15 p.m. (CT)
Session 5: Fair Value Engagements
Presenters: Max Eysink, CVA; Chris Van Schooneveld, CPA/ABV, CVA
Program Description: This session will be a discussion on the theory and techniques that go into completing a valuation for financial reporting purposes.
How You Will Beneift
After attending this session, you'll be able to:
- Describe the fundamentals of Fair Value engagements
- Describe the basics of a Purchase Price Allocation
Program Level: Basic
Prerequisite: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Field(s) of Study: Accounting—1 hr |
1 Hr CPE
Fee: $50 |
| Break: 3:15–3:30 p.m. (CT) |
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Time: 3:30–5:10 p.m. (CT)
Business Valuation Report Peer Review: Case Analysis by 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
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2 Hrs CPE
Fee: $100 |
| Total Registration Fee for Event |
$400 |
| Recertification Fee (optional): Case Analysis by Webinar |
$160 |
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