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Recommended CPE Bonus Point Programs

Recommended CPE Bonus Points Program NACVA’s governing boards and training faculty have identified NACVA/CTI courses—Recommended CPE Bonus Point Programs—that reinforce core business valuation and financial litigation theory, methodologies, and practice. These programs will keep you well-rounded in the performance of business valuation and financial litigation services, increase your awareness of industry developments, and provide practitioner-centric training keeping you alerted to issues that lead to, or contribute to, the quality of your work product. These programs are conveniently offered through live classroom, live online, online/on-demand, and self-study throughout the year.

For two of these programs, you will receive 12 bonus points each (24 points maximum) that count towards the 60-point requirement. Each program also waives $200 off the Tri-Annual Recertification fee. Note: The AVW International program does not waive $200 off the annual recertification fee and only awards bonus points. Bonus points for these courses are only awarded once in a tri-annual recertification compliance cycle. However, if the courses are taken more than once in a cycle, the CPE awarded each time is included.

Around the Valuation World®
Around the Valuation World® International
Case Analysis in Person (CAP) and Case Analysis by Webinar (CAW)
Current Update in Valuations (CUV)
Industry Standards and Ethics
Litigation Report Writing Workshop
Report Writing: Review and Analysis
Financial Litigation Expert Boot Camp

Any individual or organization can submit a course for consideration for bonus points, in NACVA’s recertification program—see Candidate Handbook.

Recommended CPE Bonus Point Programs	Actual CPE Hours Earned	Bonus Points Earned	Total Points Earned
Around the Valuation World® Annual Subscription The Definitive Source for Industry News and Updates 12 monthly webcasts, up to 27 hours of CPE www.AroundtheValuationWorld.com	Up to 27 (two hours per month, plus three additional one-hour segments throughout the year)	12 (minimum of 12 hours live webcast attendance required)	Up to 39
The Around the Valuation World® webcast is the next generation method of obtaining the latest updates, news, trends, and activity occurring in the rapidly evolving business valuation and financial litigation profession. Annual CPE Subscription Pricing: Member $350 Click Here to Subscribe Webcasts are held monthly from 1:00–3:00 p.m. Eastern Time.
Around the Valuation World® International Annual Subscription The Definitive Source for Industry News and Updates 12 monthly webcasts, up to 12 hours of CPE www.NACVA.com/AVWInternational	Up to 12 (one hour per month)	12 (minimum of 12 hours live webcast attendance required)	Up to 24
The Around the Valuation World® International webcast is the next generation method of obtaining the latest updates, news, trends, and activity occurring in the rapidly evolving Global business valuation and financial litigation profession. Annual CPE Subscription Pricing: Member $225 Click Here to Subscribe Webcasts are held monthly from 11:00 a.m.–12:00 p.m. Eastern Time.
Case Analysis in Person (CAP) and Case Analysis by Webinar (CAW) The Profession's First and Only Business Valuation Report Peer Review www.theCTI.com/CAP	2	12	14
The peer review of valuation reports offered through the Case Analysis in Person (CAP) or Case Analysis by Webinar (CAW) sessions 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. 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 Pricing: In-Person Course (2 Hrs CPE) Member $274 Case Analysis by Webinar (CAW) Pricing: Virtual Course (2 Hrs CPE) Member $274 Case Analysis Schedule and Registration
Current Update in Valuations (CUV) Essential Updates on Recent Valuation Trends, Techniques, and Opinions www.theCTI.com/CUV	8	12	20
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. 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 Pricing: In-Person Course (8 Hrs CPE) Member: $648 Virtual Course (8 Hrs CPE) Member $648 Current Update in Valuations Schedule and Registration Self-Study Option Available! Current Update in Valuations is also available as a self-study course. Pricing: Self-Study Course (8 Hrs CPE) Member $648
Industry Standards and Ethics Ensure Your Knowledge and Compliance with the Profession's Standards www.theCTI.com/ISU	2	12	14
Recent developments within the professional organizations are moving toward the harmonization of industry standards. Senior representatives from the valuation industry will discuss the standards impacting the profession, including: NACVA, IBA, ASA, AICPA, and USPAP. How You Will Benefit After completing this course, attendees will be able to: Determine how industry standards and any changes will impact one’s practice Interpret any changes in the current and possibly future environment Pricing: Virtual Course (2 Hrs CPE) Member $274 In-Person Course (2 Hrs CPE) Member $274 Industry Standards and Ethics Schedule and Registration Self-Study Option Available! Industry Standards and Ethics is also available as a self-study course. Pricing: Self-Study Course (2 Hrs CPE) Member $274
Litigation Report Writing Workshop Effective Approaches to Writing for Damages Reports and Litigation Matters www.theCTI.com/LRW	8	12	20
In this hands-on course, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The course will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. How You Will Benefit After completing this course, attendees will be able to: Identify the reporting requirements set forth in Federal Rules of Civil Procedure 26(a)2(B) Recognize the components of an effective expert report Determine the strengths, weaknesses, and risks of alternative report styles Detect the risks of a substandard report Differentiate between a report used for tax or transactional purposes and a report appropriate for the litigation process Determine the manner in which foundational evidence is incorporated into an expert report Identify the reasons that expert reports are often inadmissible as evidence in court Recognize a well-prepared report Pricing: In-Person Course (8 Hrs CPE) Member $648 Virtual Course (8 Hrs CPE) Member $648 Litigation Report Writing Workshop Schedule and Registration Self-Study Option Available! Litigation Report Writing Workshop is also available as a self-study course. Pricing: Self-Study Course (8 Hrs CPE) Member $648
Report Writing: Review and Analysis Best Practices to Bullet-Proof Your Valuation Reports www.theCTI.com/RW	10	12	22
This engaging course is structured around the valuation engagement and report writing experiences of the attendees. As their specific issues are addressed, attendees will see examples of how to organize valuation reports, develop an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator. How You Will Benefit After completing this course, attendees will be able to: Detect challenges in a formal business oral presentation Apply the elements of credible writing to business appraisal reports Recognize the features of excellent and problematic business appraisal reports Differentiate between scope and findings in an appraisal review report Report Writing: Review and Analysis Pricing: Five-day Virtual Course (10 Hrs CPE) Member $738 Report Writing: Review and Analysis Schedule and Registration Self-Study Option Available! Report Writing: Review and Analysis is also available as a self-study course. Pricing: Self-Study Course (10 Hrs CPE) Member $738
Financial Litigation Expert Boot Camp The Most Comprehensive Three-Day Workshop for ALL Financial and Valuation Professionals www.NACVA.com/ExpertBootCamp	24	12	36
The Financial Litigation Expert Boot Camp is an intensive multi-day program designed to develop and enhance your ability to make you a better all-around advisor to the attorney who hires you, along with preparing you to be a star performer as an expert witness should the case end up in court. This program is not an esoteric exercise, but a “hands-on” learning experience guaranteed to build up your skills providing you confidence and know-how in the legal battlefield, becoming the attorney’s most looked to financial litigation advisor. How You Will Benefit After completing this course, attendees will be able to: Explain your positions clearly, confidently, and persuasively Operate capably within the rules and laws that apply Prepare properly to avoid getting boxed in a corner Identify and effectively respond to the strategy and tactics of opposing counsel Recognize and capitalize on the mistakes of opposing experts Analyze the nuances of each case making you the attorney’s most valued advisor Apply compelling and persuasive testimony at deposition and trial, should the case end up there Financial Litigation Expert Boot Camp Pricing: In-Person Course (24 Hrs CPE) Member $1,890 Financial Litigation Expert Boot Camp Schedule and Registration

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