The Iconic Annual Consultants’ Conference—Fourth Quarter 2019

The Iconic Annual Consultants’ Conference—New Decade. New Name. Vital Issues.
by Brien K. Jones, Chief Operations Officer and Executive Vice President

Since 1994 NACVA and the CTI have produced 26 of the most iconic annual conferences for the business valuation and financial litigation profession that all conferences in the profession have emulated since its inception.

Having established the blueprint for continuing professional education and networking in a conference format, the 2020 Business Valuation and Financial Litigation Super Conference—formerly Annual Consultants’ Conference—will deliver a cross-section of critical updates, trends, and practice building strategies to lead the profession into the new decade.

With the new decade ahead, demographic, economic, social, and technology shifts will change the way we live and operate in the world. The four-day Conference agenda will dive into specialty areas of practice, methodologies, approaches, trends, business applications, communication, and practice management.

Download and view the Philadelphia Conference brochure detailing agenda, presenters, and networking HERE.

Ty Bennett’s keynote presentation, Partnership is the New Leadership—Cultivating Commitment, Collaboration, and Consensus will spark a dialogue on bridging the generational divide.

Chris Mercer’s session, Vision 2020—The Future of Our Profession and Your Role In It will address the increasing privatization of businesses and how the demand for financial consulting services will evolve.

Solid Numbers, Cutting Edge Methodology, and Thorough Research—Are They Enough to Persuade the Judges? featuring Judges Timothy Driscoll, Elizabeth Gonzalez, and Steven Platt, moderated by Michael Kaplan, will offer perspectives on business valuation and financial forensic opinions and how they are (or are not) embraced by the triers of fact.

Featured sessions also include:


Mel Abraham A New Way of Thinking, A New Path to Growth—Building Your Business in the New Decade	Karolina Calhoun Cautionary Tale of Valuation Adjustments and Potential Forensic Implications in Litigation	Roger Grabowski Litigation Case Study—Explaining and Presenting Your Cost of Capital Estimates

Raymond Hutchins and Dave Miles Dealing with Cybersecurity Risk in Business Valuation		Karen Kaseno The Epidemic of Financial Elder Abuse and How We Can Help

Hubert Klein NextGen Practitioners— The Future is Here	Mark Kucik, C. Zachary Meyers, and Carl Steffen Industry Standards and Ethics

John Leonetti and Chris Mellen The Baby Boom Tsunami of Exiting Owners has Reached the Shoreline—How to Position Your Practice to Address the Marketplace Opportunity		Ron Loberfeld Best Merger and Acquisition Strategies for Small and Mid-Sized CPA Firms

Dr. Robert Minniti Reg Flags to Fraud/Misrepresentation in Small Business Valuation	Allyn Needham Lost Profits and the Modern Business Rule—How it Works and How Defendants Try to Attack It	Ben Pedroza Cloud Migration Best Practices—Practical Guidance for Sole Practitioners and Small Accounting Firms

Francisco “Frank” Rosillo Audit Evidence Versus Forensic Evidence	Thomas Smale How to Value and Sell a Content or SaaS Business	Rebekah Smith The Practical Use of Data Analytics in Your Forensics Practice

Chris Treharne Keeping Up with The Joneses—Jones v. Commissioner: More than Just Tax Effecting	Jeff Urbach Divorce Taxation Including the Impact of the 2017 Tax Cuts and Jobs Act	Dan Van Vleet Valuation of C Corps and Pass-Through Entities Under the 2017 Tax Cuts and Jobs Act

Jessica Bailey-Wheaton and Todd Zigrang Moderating a two-day, eight-session Healthcare Valuation Track featuring a Healthcare Experts Panel		Stephen White ESOP—Disrupting the Exit Strategy Platform