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State Chapter Event | Ohio
Host: Bill Ditty, State Chapter President
Wednesday, August 7, 2024 8:00 a.m.–4:30 p.m.
Location:
Worthington Hills Country Club
920 Clubview Blvd S
Columbus, OH 43235
Time zone shown above is Eastern.
Session 1: Fraud Risk in M&A and Valuations
Presenter: Bill Ditty
Program Description: The course will cover the following:
- Common and uncommon instruments of fraud in M&A and valuations
- Signals that data is wrong, incomplete, misleading, or misrepresented
- Identification of red flags in data and in behavior of participants
- Tools and techniques to detect deception and diversion
- Psychology and motivations of fraud and fraudulent behavior
- Mitigation and redressal of frauds
Case studies drawn from real life transactions will be used to present the above.
Learning Objectives: After completing this course, attendees will be able to:
- Identify the potential for and recognize fraud risks in M&A and valuation contexts
- Recognize fraud indicia, symptoms, and red flags
- Determine fraud and practice appropriate defensive measures, so as not becoming victims
- Identify the instruments of fraud and the behavioral psychology behind fraud
- Recognize the practical tools required for identifying, mitigating, and redressing potential fraud in M&A and valuation transactions
Program Level: Advanced: Learning activity level most useful for individuals with mastery of the particular topic. This level focuses on the development of in-depth knowledge, a variety of skills, or a broader range of applications.
Prerequisites: Good knowledge of topic and experience in the field. Advanced level programs are often appropriate for seasoned professionals within organizations; however, they may also be beneficial for other professionals with specialized knowledge in a subject area.
Advanced Preparation: None
Who Should Attend: CPAs, attorneys, and valuation practitioners providing expert witness testimony
Field(s) of Study: Finance
Course CPE: 1 hour
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 2: Valuation Issues in M&A: Standards, Accounting, and Due Diligence
Presenter: Bill Ditty
Program Description: This course will discuss the difference in valuations for mergers and acquisitions (M&A) versus standard fair market value (FMV) engagements, the role of the valuation professional in the due diligence process for prospective buyers, and the common GAAP/purchase price accounting issues in mergers and acquisitions. Real-life examples will be discussed to demonstrate the importance of the valuation professional when companies are looking to buy or sell.
Learning Objectives: After completing this course, attendees will be able to:
- Differentiate between M&A engagements and FMV appraisals
- Define the role of the valuation professional during due diligence
- Identify common purchase price accounting and GAAP issues
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: Auditing
Course CPE: 3 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 3: Private Company M&A Valuation: Financial Reporting
Presenter: Bill Ditty
Program Description: In this course, join Stephen White as he explores financial reporting within the M&A space. M&As are important events that take place within both the private sector as well in the public markets. From 2000 to 2020, firms spent over $57 trillion on more than 800,000 acquisitions over that period. M&As is about shaping firm boundaries and resulting in tremendous reallocation of resources. There are many reasons M&As are performed, but the most important driver of M&A is the desire to profit from opportunities represented by attractive target valuations.
Learning Objectives: After completing this course, attendees will be able to:
- Recognize the importance of M&A
- Differentiate the sections of the ASC and what they cover
- Identify the tasks involved with pre-deal, in-deal, and post-deal of M&A
- Recognize how M&A trends have changed over time
- Recognize the benefit of a fairness opinion
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: Accounting; 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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