State Chapter Event | Georgia
Host: Mihaela Sima, State Chapter President
Thursday, December 2, 2021 7:30 a.m. - 2:00 p.m.
Location:
107 Technology Parkway
Peachtree Corners, GA 30092
Time zone shown above is Eastern.
This meeting will be held in person and virtually.
Session #1: Case Analysis
Presenter: Michael S. Blake, CFA, ASA, ABAR, BCA (Brady Ware & Company)
Program Description: During this course, participants will discuss and grade a sample valuation report sent to them from NACVA.
Learning Objectives: After completing this course, attendees will be able to:
- Recognize the do’s and don’ts of writing an effective report
- Determine techniques that they can take back to the office to use or avoid
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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.
Advanced Preparation: Read the sample report before attending the course.
Who Should Attend: CVA, CPA, attorneys and practitioners
Fields of Study: Accounting - 1; Finance - 1
Delivery Method: Live and Group Internet Based
Course CPE: 2 hours total
Fields of Study: Accounting - 1; Finance - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #2: How to Sell BVFLS Services Better With Zoom
Presenter: Rod Burkert, CPA, CVA (Burkert Valuation Advisors, LLC and rbCOACHING)
Program Description: This course teaches you how to use Zoom in business valuation engagements.
Learning Objectives: After completing this course, attendees will be able to:
- Describe how, by using visual models, we can convey insights that the conversation alone cannot
- Demonstrate the value of our services through the “screen”
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, Attorneys and Practitioners
Field of Study: Business Management and Organization - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Business Management and Organization - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #3: What is the Latest with Fair Value Measurements?
Presenter: Mark Zyla, CPA, ABV, CFA, ASA (Zyla Valuation Advisors, LLC)
Program Description: This course will provide an overview of fair value measurement updates.
Learning Objectives: After completing this course, attendees will be able to:
- Explain updates on the latest issues in fair value measurements
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, attorneys and practitioners
Field of Study: Accounting - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #4: Benchmarks for Company-Specific Premiums
Presenter: Weston C. Kirk, CVA (Willamette Management Associates)
Program Description: In this course, you will learn how to measure, document, and defend the company-specific equity risk premium selection.
Learning Objectives: After completing this course, attendees will be able to:
- Analyze the company-specific equity risk premium
- Illustrate the company-specific equity risk premium
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, attorneys and practitioners
Field of Study: Business Management and Organization - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Business Management and Organization - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #5: ESOP Valuations Issues Updates
Presenters: Kyle Wishing, CFA (Willamette Management Associates) and Adrian R. Loud, CPA, ABC, CFF, CVA, ASA (Censeo Advisors, LLC)
Program Description: In this course, you will understand the valuation issues that continue to be front and center in ESOP transactions and legal disputes.
Learning Objectives: After completing this course, attendees will be able to:
- Create awareness of current ESOP valuation and transaction trends and best practices
- Summarize some of the more prominent legal disputes
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, attorneys and practitioners
Field of Study: Business Management and Organization - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Business Management and Organization - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #6: New Lease Accounting Updates—ASC 842
Presenter: Ian M. Waller, CPA, CIA, (Nichols, Cauley & Associates, LLC)
Program Description: In this course, you will learn that the purpose of ASC 842 is to increase disclosure and visibility into the leasing obligations of both public and private organizations.
Learning Objectives: After completing this course, attendees will be able to:
- Cite updates on the new lease accounting standards
- Employ ASC 842 compliance with the new lease accounting standards
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, attorneys and practitioners
Field of Study: Accounting - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session #7: Special Purpose Acquisition Corps (SPACs)—Valuation Issues
Presenter: Dan Korczyk, CPA, ABC, ASA (B. Riley Advisory)
Program Description: In this course, special purpose acquisition company (SPAC) transactions may be considered as a capital-raising alternative to initial public offerings (IPO).
Learning Objectives: After completing this course, attendees will be able to:
- Describe how SPACs are formed and taken public, as distinguished from a traditional IPO
- Create due diligence projection and SOX readiness requirements
- Detect heightened risks
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prequesities: 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 abilities.
Advanced Preparation: None
Who Should Attend: CVA, CPA, Attorneys and Practitioners
Field of Study: Business Management and Organization - 1
Delivery Method: Live and Group Internet Based
Course CPE: 1 hour total
Field of Study: Business Management and Organization - 1
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
|