State Chapter Event | Louisiana
Wednesday, September 28, 2022 1:00 PM - 5:00 PM
Thursday, September 29, 2022 1:00 PM - 4:40 PM
Host: Patrick Lacour, State Chapter President
This meeting will be hosted on Zoom.
Time zone shown above is CENTRAL.
September 28th Agenda
Session #1: Mergers and Acquisitions/Quality of Earnings
Presenter: Maxwell Eysink and Moe Iqbal
Program Description: Presenters will provide update on current trends in the mergers and acquisitions segment, also focusing on synergies in business combinations and the quality of earnings.
Learning Objectives:
- Recognize current trends and outlook in the mergers and acquisitions space
- Distinguish synergies that are present in business combinations
- Evaluate aspects of the target company's quality of earnings
Program Level: Update: Learning activity level that provides a general review of new developments.
Prerequisites: Participants need a background in the subject area and desire to keep current.
Advanced Preparation: None
Who Should Attend: CEOs, CPAs, attorneys, and practitioners
Field of Study: Accounting - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
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Seminar Cancelations, Complaints, and Refunds
Session #2: The Future of the Business Valuation Profession
Presenters: Chris Mercer
Program Description: Chris will be discussing the state of the business valuation profession. He will summarize where the profession currently stands and what the future might hold.
Learning Objectives:
- Understand the current state of the profession
- Recognize current trends of the profession
- Apply the concepts discussed for potential personal development within the industry
Program Level: Update: Learning activity level that provides a general review of new developments.
Prerequisites: Participants need a background in the subject area and desire to keep current.
Advanced Preparation: None
Who Should Attend: Practitioners
Field of Study: Accounting - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
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Seminar Cancelations, Complaints, and Refunds
Session #3: Case Analysis by Webinar
Presenter: Patrick Lacour
Program Description: During this session, participants will discuss and grade a sample valuation report sent to them from NACVA.
Learning Objectives:
- 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: 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. Seasoned business valuation practitioners looking to bolster their skills and efficiencies. All practitioners will come away with the skills required to both create and maintain a thriving valuation practice.
Fields of Study: Accounting - 1; Finance - 1
Delivery Method: Group-Internet Based
Course CPE: 2 hours total
Fields of Study: Accounting - 1; Finance - 1
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Seminar Cancelations, Complaints, and Refunds
September 29th Agenda
Session #4: BV Fundamentals
Presenters: Colleen Hearne, Gabe Chatelain, and Trevor Diez
Program Description: Most analysts are experienced with business valuation. This session describes the fundamental concepts and the practical applications of the asset, income, or market approach in the valuation of operating companies.
Learning Objectives:
- Identify the client circumstances and engagement purposes for which the proper approach is relevant
- Recognize the data requirements to develop the appropriate approach
- Apply the various methods under the approach to conclude the going-concern value of an operating company
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: Practitioners
Field of Study: Accounting - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
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Seminar Cancelations, Complaints, and Refunds
Session #5: Personal Injury
Presenter: Jim Koerber and Rob King
Program Description: Jim and Rob discuss the methods used to analyze damages caused by a personal injury or wrongful death.
Learning Objectives:
- Identify the client circumstances and engagement purposes for personal injury cases
- Recognize the data requirements to determine the damages caused by personal injury
- Develop a model of the damages specific to the injured party, determine cost growth factors and a discount rate, and compute the present value of the damages
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: CEOs, CPAs, attorneys, and practitioners
Field of Study: Accounting - 1
Delivery Method: Group-Internet Based
Course CPE: 1 hour total
Field of Study: Accounting - 1
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Seminar Cancelations, Complaints, and Refunds
Session #6: Hot Topics Panel Discussion
Hosted by: Patrick Lacour, Madison Field, AJ Lowring, and Rob King
Program Description: Panel discussion of current trends in business valuation and candid sharing of opinions from panel participants. In this lively and interactive discussion, the participants will share their insights and practical guidance on a range of topics, including: practice management, discount rates and growth rates, professional standards, minority discounts, expert witnessing, emerging industries, best practices and common mistakes to avoid, and more.
Learning Objectives:
- Assess current topics of particular interest
- Evaluate peer/expert opinions on valuation topics
- Utilize other perspectives in future work and practice management
Program Level: Update: Learning activity level that provides a general review of new developments.
Prerequisites: Participants need a background in the subject area and desire to keep current.
Advanced Preparation: None
Who Should Attend: Practitioners
Field of Study: Accounting - 2
Delivery Method: Group-Internet Based
Course CPE: 2 hours total
Field of Study: Accounting - 2
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
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