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State Chapter Event | Ohio
Host: Bill Ditty, State Chapter President
Tuesday, July 23, 2024 8:00 a.m.–4:00 p.m.
Location:
Worthington Hills Country Club
920 Clubview Blvd S
Columbus, OH 43235
Time zone shown above is Eastern.
Session 1: 10 Common Errors in Valuation and How to Address These Issues
Presenter: Bill Ditty
Program Description: The world of valuation is a complex discipline in which seemingly minor errors can significantly impact value. Join us for this course to learn about some of the most common errors made when valuing a business and how to address these issues. Not only will you gain insight into potential areas for improvement in your own valuation analyses, but you will also learn how to more effectively review opposing experts’ reports.
Learning Objectives: After completing this course, attendees will be able to:
- Identify 10 common errors in valuations
- Develop valuation analyses that correctly approach the 10 common errors in valuations
- Analyze opposing experts' reports to identify common errors
Program Level: Overview: Learning activity level that provides a general review of a subject area from a broad perspective.
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and valuation practitioners providing expert witness testimony
Field(s) of Study: Accounting
Course CPE: 1 hour
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 2: Analyzing Personal Goodwill in Matrimonial and Estate Valuations
Presenter: Bill Ditty
Program Description: This course will cover two specialty areas of business valuation: divorce, and gift and estate. In recent divorce business valuation matters, the determination of goodwill has been front and center. We will analyze court decisions and evaluate how various states are dealing with personal goodwill. On the gift and estate side, the recognition of personal goodwill as identifiable components has reduced estate and gift tax burdens. This webinar will discuss these findings. Each attendee will be prepared to: ask the right questions on how to identify personal goodwill, walk away with tools and techniques to quantify personal goodwill, and understand how recent court decisions could support the attributable value to personal goodwill.
Learning Objectives: After completing this course, attendees will be able to:
- Identify factors attributing to personal goodwill
- Select techniques to quantify personal goodwill
- Recognize how recent court decisions could support the attributable value to personal goodwill
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
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.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and valuation practitioners providing expert witness testimony
Field(s) of Study: Finance
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 3: Assessing Risk in Valuing a Business
Presenter: Bill Ditty
Program Description: This course defines the meaning of risk and explores how different factors impact the level of risk that an investor faces as a result of investing in the ownership interest in a business. This session also explores a different way of breaking risk down into components and quantifying the level of risk from each component so that the appraiser can present it in an understandable manner in his/her report.
Learning Objectives: After completing this course, attendees will be able to:
- Recognize "risk"
- Identify and understand risks resulting from different factors (i.e., economic, market, industry, and business)
- Determine the level of risk resulting from each factor using analytical tools such as coefficient of variation, ratio analysis, DuPont analysis, bankruptcy prediction models, etc.
- Determine your risk assessment due diligence within your business valuation report and conclusion
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
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.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and valuation practitioners providing expert witness testimony
Field(s) of Study: Finance
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 4: Case Analysis in Person
Presenter: Bill Ditty
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.
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.
Advanced Preparation: Read the sample report before attending the session.
Who Should Attend: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting; Finance
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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