Year-End CPE Blitz—Third Quarter 2019
Critical Industry Issues and Deep-Dive Training Offered During Year-End CPE Blitz
by Brien K. Jones, Chief Operations Officer and Executive Vice President, Business Development
Returning for the second consecutive year to the sandy beaches of Fort Lauderdale, FL, the year-end CPE blitz will be held December 9–14, 2019 at the Westin Beach Resort. Several programs will also be broadcast live/online.
December 9 | Business Valuation Report Peer Review—Case Analysis in Person
- Live In-Person
- CPE: 2 hours + NACVA Recertification Bonus Points*
The profession’s first and only business valuation peer review training engages business valuation analysts centered around the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements. Attendees can anonymously submit their own redacted reports and benefit from learning the strengths and weaknesses discussed through the peer review.
December 9 | Current Update in Valuations
- Live In-Person and Live/Online Broadcast
- CPE: 8 hours + NACVA Recertification Bonus Points*
This popular course provides critical education from the foundation up by revisiting the Core Body of Knowledge for Business Valuations. Topics covered include:
- The Calculation of Value Controversy—More Efficient or Serious Compromise?
- Cost of Capital Conundrum
- Industry Compliance—Case Law Update, IRS 199A, Tax Cuts and Jobs Act, SSARS 21-24
- Live In-Person and Live/Online Broadcast
- CPE: Up to 18 hours
The two-day conference will present updates and practice take-aways from big issues impacting the profession. Featured sessions include:
- Fill Your Marketing Pipeline with Clients Using Online Marketing
- The Three Traits of the Firm of Tomorrow
- Billing Breakthrough: How to Deliver More Value and Get Paid for It
- Simplifying the Valuation Report—Assuring the Reader "Gets It"
- Are the Experts Even Working on the Same Case? How to Reconcile Significant Differing Expert Opinions
- The Baby Boom Tsunami of Exiting Owners has Reached the Shoreline—How to Position Your Practice to Address the Marketplace Opportunity
- Business Valuation Reporting and Challenges in the Litigation Environment
- Divorce Taxation Including the Impact of the 2017 TCJA
- Forensic Accounting—The Interoperability of Valuation and Financial Forensics
- The Due Diligence Imperative in the Era of Value-Based Reimbursement
- Live In-Person and Live/Online Broadcast
- CPE: 16 hours
Drawn from Jim Hitchner’s 2017 edition of Financial Valuation Applications and Models and accompanying workbook, this workshop dives into advanced valuation concepts, theories, and models providing practical tools you can incorporate into your practice right away.
December 10–12 | Transaction Advisory Services Workshop
- Live In-Person
- CPE: 24 hours
Shareholder value-centric perspectives are taught where the M&A transaction is a “means to an end” rather than the “end” itself. Also explored are regulations shaping the middle-market M&A environment and a systematic approach to growing firm revenues differentiating from existing service offerings.
December 10–12 | Intermediate Business Valuation Training Center
- Live In-Person and Live/Online Broadcast
- CPE: 24 hours
This training provides practical skills covering all aspects of a typical engagement—from acceptance though report delivery—and provides in-depth coverage of valuation approaches, discounts and premiums, reconciliation of values, and practice management.
December 11 | Litigation Report Writing Workshop
- Live In-Person
- CPE: 8 hours + NACVA Recertification Bonus Points*
A hands-on workshop covering effective approaches to writing an expert damages report for use in a litigation matter.
December 12 | Discounts for Lack of Marketability Workshop
- Live In-Person and Live/Online Broadcast
- CPE: 8 hours
This workshop will examine the legacy of restricted stock benchmark, pre-IPO studies, inspect analytical methods, and several well-known databases.
December 12–13 | Drive Growth—The Business Advisor Boot Camp
- Live In-Person
- CPE: 16 hours
An executive MBA-style course focusing on finding, winning, and delivering client engagements. Using a professional services firm case study, learn about analyzing your client company's strengths and weaknesses, the relationship between operational excellence and equity value, neutralizing the bottlenecks to growth, strategic planning engagements, and marketing your services.
December 12–14 | Expert Witness Boot Camp
- Live In-Person
- CPE: 24 hours
As close to a real-world experience as you are going to get, but in a training environment. Attendees are coached by seasoned litigation experts and trial attorneys through the rigors of cross-examination, report critique, deposition, and trial.
Have you considered earning a business valuation or financial litigation certification, but have been putting it off? Training for the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) are being held at year’s end. Get a jumpstart to the next decade—and new year—by earning the profession’s most widely recognized certifications.
December 9–14 | Business Valuation Certification and Training Center| Certified Valuation Analyst (CVA)Training
- Live In-Person and Live/Online Broadcast
- CPE: 45 hours + Up to 17 additional CPE hours post-training
Foundational and complete comprehensive training to the core body of knowledge for valuing private business enterprises. Teaches to the Core Body of Knowledge for Business Valuations and prepares attendees for the CVA proctored exam.
December 9–14 | Foundations for Financial Forensics| Master Analyst in Financial Forensics (MAFF)Training
- Live In-Person
- CPE: 40 hours
The highest growth areas in financial litigation have their own variables that define the consultant’s role in the matter and scope of analysis. The legal theories underlying various types of financial litigation will be covered and case law statutes that define the scope of damages. Teaches to the Core Body of Knowledge for the MAFF and prepares attendees for the MAFF proctored exam.
To learn more about CPE On-Demand and this special discount, please contact Member/Client Services at (800) 677-2009 or visit http://www.CPE-On-Demand.com/.
There are many options to earn CPE before year’s end.
Visit the calendar of CPE Events and sign up for CPE right away!
*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 $150 off the Tri-Annual Recertification fee. Bonus points for these courses are only awarded once in a tri-annual recertification compliance cycle.
