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State Chapter Event | Maryland/Washington D.C.
Host: Samantha Fisher, State Chapter President
Friday, September 6, 2024, 7:30 AM–2:00 PM
Location:
Stein and Sperling, Attorneys at Law (Rockville - Main Office)
1101 Wootton Parkway, Suite 700
Rockville, MD 20852
Time zone shown above is Eastern.
Session 1: Commercial Damages
Presenters: Eduardo Garcia, Esq. and Robert Carter MS, CPA, CFF, ABV, CVA, CFE, CEPA
Program Description: This course will discuss commercial damages from both the legal perspective and the forensic accounting perspective. This topic will cover a wide range of damages in areas such as intellectual property, shareholder disputes, fraud/embezzlement, lost profits, breach of contract, and other damages.
Learning Objectives: After completing this course, participants will be able to:
- Identify considerations from a legal perspective as they relate to commercial damages
- Identify considerations from a forensic accounting perspective as they relate to commercial 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: CPAs, attorneys, and practitioners
Field(s) of Study: Accounting; Business Law
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 2: Panel Discussion: Mergers and Acquisitions
Presenters: Mark Schweighofer, Esq., Meghan Belcher, and Zachary Reichenbach, CFA, CPA, ABV, CFF
Program Description: This course will be a panel discussion and will discuss considerations for mergers and acquisitions from the legal, lending, and forensic accounting perspectives.
Learning Objectives: After completing this course, participants will be able to:
- Identify tax and legal considerations for transactional purposes
- Identify any considerations for banking and lending purposes
- Determine aspects which may impact the value of a company for transactional purposes
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 practitioners
Field(s) of Study: Accounting; Finance
Course CPE: 2 hours
Click below for additional details:
Seminar Cancelations, Complaints, and Refunds
Session 3: Case Analysis in Person
Presenter: Samantha Fisher, CPA, CVA, MAFF
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: Business valuation 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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