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Current Update in Valuations

Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)

	Program Description		Schedule
	How You Will Benefit		Pricing and CPE
	Who Should Attend		Self-Study Course

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.

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.

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

Determine, Defend, and Maximize Company Value®

What You Will Cover
Core Body of Knowledge: COVID-19 Impact to Professional Standards, Report Writing Considerations, Timeline of Significant Events, DCF, Company Specific Risk, Bizcomps DLOM Study

Industry Intelligence: Business Interruption, Lost Profits, Bankruptcy, Insolvency, and Restructuring, ESOP Valuations, and Litigation Support in the Virtual World

Federal and State Case Law Update and Tips on Standards

Who Should Attend

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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To register, select which option 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 Course Schedule
		Early Registration Discounts and Deadlines
Dates	Time	10%
December 14, 2022	Wednesday, 8:30 a.m.–4:40 p.m. ET	N/A
December 14, 2022	In-Person: Fort Lauderdale, FL 8:30 a.m.–4:40 p.m. ET	N/A
May 9, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	4/30/2023
June 13, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	5/31/2023
August 8, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	7/31/2023
September 12, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	8/31/2023
October 10, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	9/30/2023
November 7, 2023	Tuesday, 9:30 a.m.–5:40 p.m. ET	10/31/2023
December 13, 2023	In-Person: Fort Lauderdale, FL 8:30 a.m.–4:40 p.m. ET	N/A


Self-Study Course
CPE: 8 Hrs	Price: $685/$617 Members Purchase the Self-Study Course here. This course qualifies for NASBA QAS Self-Study credit.

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
One-Day In-Person Course (8 Hrs CPE)	$685	$617
One-Day Virtual Course (8 Hrs CPE)	$685	$617

CPE Hours—In-Person

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	None
Prerequisites	Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Fields of Study	Accounting	2
	Behavioral Ethics	1
	Business Management & Organization	1
	Economics	1
	Finance	1
	Taxes	2
Total CPE Hours		8

CPE Hours—Virtual

Delivery Method	Group Internet-Based
Program Level	Intermediate
Advanced Preparation	None
Prerequisites	Attendees need a background in the subject area and a desire to keep current.
Fields of Study	Accounting	2
	Behavioral Ethics	1
	Business Management & Organization	1
	Economics	1
	Finance	1
	Taxes	2
Total CPE Hours		8

For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.

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