Recommended CPE Bonus Point Programs

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 $225.00 Click Here to Subscribe
Webcasts are held monthly from 11:00 a.m.–1:00 p.m. Mountain Time.

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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: One-day Course (2 Hrs CPE) Member $225

Case Analysis by Webinar (CAW)
Pricing: One-day Webinar (2 Hrs CPE) Member $225

Case Analysis Schedule and Registration

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: One-day Course (8 Hrs CPE) Member: $585

On-Demand and Self-Study Options Available!
Current Update in Valuations is also available as an on-demand webinar series and via self-study. 
Pricing: On-Demand Webinar 4-Part Series (8 Hrs CPE) Member $468
Pricing: Self-Study Manual and CPE Exam Package (12 Hrs CPE) Member $301.50

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: One-day Webinar (2 Hrs CPE) Member $225

Industry Standards and Ethics Dates, Locations, and Registration

On-Demand Option Available!
Industry Standards and Ethics is also available as an on-demand webinar.
Pricing: On-Demand Webinar (2 Hrs CPE) Member $180

In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop 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 workshop, 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: One-day Workshop (8 Hrs CPE) Member $585

Litigation Report Writing Workshop Dates, Locations, and Registration

Litigation Report Writing Workshop Webinar
On-Demand Option Available!
Litigation Report Writing Workshop is also available as an on-demand webinar.
Pricing: On-Demand Webinar 4-Part Series (8 Hrs CPE) Member $468

Pricing: Four-day Webinar Series (8 Hrs CPE) Member $585

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

Pricing: Two-day Course (16 Hrs CPE) Member $1,170

Report Writing: Review and Analysis Dates, Locations, and Registration

Report Writing: Review and Analysis Webinar
On-Demand Option Available!
Report Writing: Review and Analysis is also available as an on-demand webinar. 
Pricing: On-Demand Webinar 4-Part Series (9 Hrs CPE) Member $468

Pricing: Four-day Webinar Series (9 Hrs CPE) Member $585