Current Update in Valuations (CUV)
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
Essential Updates on Recent Valuation Trends, Techniques, and Opinions
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.
The course incorporates “what’s new” in the valuation industry and relates it to the everyday practical work product. It weaves current and ongoing developments and the essentials outlined in Revenue Ruling 59-60 with a comprehensive understanding of recent valuation trends, techniques, and opinions. It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis.
This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.
After completing this course, attendees will be able to:
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Determine which state and federal case law precedents guide valuation issues
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Recognize professional and industry standards
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Identify changes to tax code, regulations, and court decisions
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Differentiate between a calculation of value and a conclusion of value
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Identify various products valuators can offer to their clients
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Detect size risk, which is considered throughout the entire business valuation process, so as to avoid duplication of risk associated with size
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Recognize specific considerations in the identification and determination of personal goodwill in business valuations
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Identify the do’s and don’ts of writing an effective report
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Recognize how industry standards and any changes will impact your practice
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Newly credentialed business valuators who have obtained their valuation certification (CVA, CBA, ABV, ASA, etc.) in the last three years, and those who perform less than five valuations per year interested in advancing their valuation skills and developing new business opportunities.
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Current Update in Valuations (CUV) Faculty
To register, select the date and location you would like to attend and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
 One-Day Live Classroom Schedule |
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 Early Registration Discounts
and Deadlines |
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Dates |
Location |
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10% |
5% |
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December 10 |
Ft. Lauderdale, FL |
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9/30/2018 |
10/31/2018 |
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June 5, 2019* |
Salt Lake City, UT |
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*No discounts |
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October 28, 2019 |
New Orleans, LA |
Call Member/Client Services at (800) 677-2009 for Registration |
8/31/2019 |
9/30/2019 |
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November 18, 2019 |
San Diego, CA |
Call Member/Client Services at (800) 677-2009 for Registration |
9/30/2019 |
10/31/2019 |
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December 9, 2019 |
Ft. Lauderdale, FL |
Call Member/Client Services at (800) 677-2009 for Registration |
10/31/2019 |
11/30/2019 |
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Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m.
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 One-Day Live Online Webinar Schedule |
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Early Registration Discounts
and Deadlines |
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Dates |
Time |
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10% |
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January 28, 2019 |
Monday,
10:30 a.m.–7:15 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
12/31/2019 |
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July 30, 2019 |
Tuesday,
9:30 a.m.–6:15 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
6/30/2019 |
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September 24, 2019 |
Tuesday,
10:30 a.m.–7:15 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
8/31/2019 |
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January 27, 2020 |
Monday,
9:30 a.m.–6:15 p.m. ET |
Call Member/Client Services at (800) 677-2009 for Registration |
12/31/2019 |
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Four-Day Live Online Webinar Schedule |
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Early Registration Discounts
and Deadlines |
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Dates |
Time |
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10% |
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May 28–31, 2019 |
Tuesday–Friday,
1:00–3:00 p.m. ET
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Call Member/Client Services at (800) 677-2009 for Registration |
4/30/2019 |
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August 27–30, 2019 |
Call Member/Client Services at (800) 677-2009 for Registration |
7/31/2019 |
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May 26–29, 2020 |
Call Member/Client Services at (800) 677-2009 for Registration |
4/30/2020 |
This course is paperless. Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access. The CTI will provide electric power and Internet access, but will not provide laptops. Attendees are encouraged to bring their own mobile wireless modem or hotspot device.
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Pricing (Before Early Registration Discount) |
Non-Member |
Member |
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One-Day Live Course (8 Hrs CPE) |
$650 |
$585 |
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One-Day Live Online Broadcast (8 Hrs CPE) |
$650 |
$585 |
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One-Day Live Online Webinar (8 Hrs CPE) |
$650 |
$585 |
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Four-Day Live Online Webinar (8 Hrs CPE) |
$650 |
$585 |
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Delivery Method |
Group-Live |
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Program Level |
Intermediate |
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Advanced Preparation |
None |
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Prerequisites |
Attendees need a background in the subject area and a desire to keep current. |
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Fields of Study |
Accounting |
2 |
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Behavioral Ethics |
1 |
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Business Management & Organization |
1 |
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Economics |
1 |
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Finance |
1 |
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Taxes |
2 |
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Total CPE Hours |
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8 |
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For more information regarding CPE, Program Levels, and Fields of Study, please click here.
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