Conference Sessions: Practice Management
Thursday, December 12, 2024
Don’t Gamble with Cybersecurity: Essentials for Valuation and Personal Protection
Thursday, December 14, 2023 8:10–9:00 a.m. PT
Program Description
Session Details Forthcoming
How You Will Benefit
After completing this session/course, attendees will be able to:
- Session Details Forthcoming
Presenter(s)
Ray Hutchins, Mitch Tanenbaum
Who Should Attend
Session Details Forthcoming
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Program Description
In State of the Valuation Profession, Chris Mercer explores the different aspects that make up the ever evolving landscape of the valuation profession today. The topics that Mercer covers include the generational perspectives and outlook for Valuation Service Providers, the consolidation of business valuation firms, the increase of demand for business valuations professionals, the continuing specialization and the changing nature of marketing business valuation services, the evolution of valuation theory, technology, and sustainability including ESG.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Recognize how the Business Valuation Profession is evolving to meet the needs of the developing business landscape
- Identify the three VPO's in the U.S. and what they offer
- Recognize the challenges for Business Valuation Professionals
- Recognize that there is an increasing demand for Business Valuation Services
- Select an effective Marketing Strategy
- Recognize the trends in Business Valuation Theory
- Identify the evolving trends in Technology and Data Analytics
Presenter(s)
Chris Mercer
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Artificial Intelligence Tools and Thoughtful Implementation and Use
Thursday, December 12, 2024 11:20 a.m.–12:10 p.m. PT
Program Description
We all see multiple stories about the rapid growth and entry into our daily lives of artificial tools. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies embrace the opportunity to execute it correctly. Having conversations regarding the proper embrace of these technologies and these tools is a crucial first step, including drafting policies to assist companies with their beneficial and thoughtful adoption and use of these technologies, which are unique to each company and industry. This presentation will define the state of artificial intelligence tools, what benefits and risks exist, and finally steps to begin embracing these technologies with appropriate guardrails, policies, and training. It is less likely that artificial intelligence will destroy industries, and much more likely that companies that embrace artificial intelligence will take overtake those companies that do not embrace artificial intelligence.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Recognize the current state of generative artificial intelligence
- Debate possible future integrations of generative artificial intelligence in business contexts, as well as personal lives
- Assess the benefits and risks of using generative artificial intelligence tools
- Identify and provide best practices and determine what should be considered when making generative artificial intelligence choices
Presenter(s)
Mark McCreary
Who Should Attend
Any professional that could be using generative artificial intelligence tools.
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Thursday, December 12, 2024 1:00–2:40 p.m. PT
Program Description
Dive into the world of AI with this session specifically designed for valuation and forensic professionals. Understand AI’s impact, including its advantages and pitfalls, along with AI-driven techniques ranging from dynamic idea generation, simplifying complex issues, and streamlining administrative tasks. This session is suited for those looking to integrate AI into their practice while navigating its challenges.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Identify fundamental principles of how AI is applied in a professional setting.
- Recognize industry trends in AI and how professional organizations are reacting
- Recognize and explore opportunities within your practice where AI can be leveraged for process improvement
- Plan for ethical considerations using AI for business valuation and forensics
- Determine how to use AI-enhanced analysis to make informed decisions
- Create AI tips and tricks for better research and report writing
- Use industry experts and ask them about specific concerns you have
Presenter(s)
Nick Mears, Nainesh Shah
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Friday, December 13, 2024
Keynote—Understanding the Real Message
Friday, December 13, 2024 8:10–9:00 a.m. PT
Program Description
Understanding Communication is a critical and complicated, complex process. We learn early to listen to what people say, not what they didn’t say or what they really mean. Using Forensic Linguistics, we will break down the communication process and help the attendee better understand what is being communicated, what isn’t, and why precise and accurate communication results in better, factual, and more ethical decision-making. The process includes asking the right question, the right way, at the right time. Equally important is the minimization of contamination.
Contamination is anything that affects communication. Questions contaminate. The number of interviewers contaminates. Interview locations contaminate. Even the absence of contamination contaminates.
Attendees will learn the skills necessary to understand the communication process through lecture and real-life examples, preparing them to become better communicators and ethical decision-makers.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Recognize the ethical importance of proper question structure to ascertain the whole truth
- Use mutually understood words/phrases to reduce “wiggle”
- Determine the “real” meaning of the subject’s communication
Who Should Attend
Everyone who relies on communication to get their job done right.
Presenter(s)
Joe Koenig
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For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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The Importance of the Engagement Foundation: Learn from My Mistakes
Friday, December 13, 2024 11:20 a.m.–12:10 p.m. PT
Program Description
In this session, we will go over real-world examples of why our Standards are so important and why setting up the engagement correctly from the start is so critical. From the moment you first talk with a potential client, to putting the details in a written engagement letter, will ensure you are on the right path to communicating effectively with your clients and running your engagements in a manner that causes you, and them, less stress.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Determine whether or not to take on a valuation engagement
- Collect the initial engagement details from a client to ensure the work product is clearly what the client is seeking
- Create and provide the client with a written engagement letter that spells out the terms of the engagement; detailing what exactly is provided to the client and the associate cost
- Cite real-life examples on why these communications are so critical at the onset of an engagement and how to recover from potential misunderstandings made early in the engagement
Presenter(s)
Karen Lascelle
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For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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Automating Your Practice with BVM Pro, KeyValueData, and Sync Warrior: A Necessity
Friday, December 13, 2024 11:20 a.m.–12:10 p.m. PT
Program Description
This session will explore which systems and workflows in a practice can and should be automated, and explain why automation is crucial in the modern business landscape. Attendees will examine various tools available for automation and review real-life case studies, including automation of engagement letters, valuation work product, and litigation work.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Identify processes (and types of processes) that should be automated
- Demonstrate the use of software (BVM Pro, KeyValueData, and Sync Warrior)
- Summarize real-life case studies implementing automation
Presenter(s)
Dave Miles
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For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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How to use Negotiation Strategies to Enhance Client Relationships
Friday, December 13, 2024 3:00–4:40 p.m. PT
Program Description
This session will address how consultants often focus exclusively on negotiations on behalf of their clients, overlooking the crucial step of actively negotiating with their clients to build enduring relationships that enhance value for all parties. Attendees will hear real-world examples and practical applications for creating and maximizing value through a collaborative negotiation style.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Determine how negotiation applies to consultant and client relationships
- Apply strategies to interpret their client’s wants and needs
James Followell
Who Should Attend
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For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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Engaging the Next Generation
Friday, December 13, 2024 5:00–5:50 p.m. PT
Program Description
This session will cover the challenges employers face in attracting and retaining talent as well as ways to get the most out of their employees. This includes a discussion of the expectations of both the younger generation and current business leaders, and how to bridge the gap. Additionally, the presenters will cover methods they have used to motivate and inspire their teams to buy into the firm culture and vision.
How You Will Benefit
After completing this session/course, attendees will be able to:
- Recognize the mindset of the next generation and how to attract them to the valuation profession
- Identify methods to motivate younger employees to meet firm goals
- Create a culture that attracts younger employees to your firm
- Identify how the younger generation can contribute to NACVA and/or the valuation profession in general
Robert Carter, Meenal Aggarwal
Who Should Attend
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For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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