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Calculation Engagement vs. Valuation Engagement

 Calculation Engagement vs. Valuation Engagement
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: Learning activity level that provides a general review of a subject area from a broad perspective
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Behavioral Ethics
Item Number: 17PBVCHI0608J
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

Are you being pressured by attorneys and clients to prepare low cost estimates of value? How comfortable do you feel going into court having prepared a calculation when the other side may have prepared a full valuation? Will your client pay you if your estimate of value does not meet the sufficient, reliable, believable, and “with reasonable certainty” tests? This webinar, presented by one of the authors of the VS100, will explain what a calculation really is and when it should be used. Other standards and their take on calculations will also be explained.

Learning Objectives

After completing this webinar, attendees will be able to:

- Recognize new thoughts regarding the use of calculations in various business valuation practice engagements
- Define the Federal Rules of Evidence 702 and the four qualities for convincing testimony
- Apply answers to real life questions related to the use of calculation and valuations in litigation
- Determine when calculations may be used and when they should not be used
- Define how the various BV organizations’ standards of value apply to calculations
- Determine the use of calculation engagements and calculation reports, including opinions of a calculated value

Who Should Attend

Business Professionals

R. James "Jim" Alerding
Mr. R. James "Jim" Alerding is
- Owner, Alerding Consulting, LLC
- Former member of the AICPA BV Committee
- Member of the AICPA BV Standards (VS100) Writing Task Force
- Inductee in the AICPA BV Hall of Fame
- Coauthor of VS 100 (nee SSVS#1) (Valuation of a Business, Business Ownership Interest, Security, or Intangible Asset)
- Coauthor, Financial Valuation: Applications and Models
- “Panel of Experts,” Financial Valuation and Litigation Expert
- Business Valuation Update – Editorial Advisory Board
- Coauthored a number of courses, including the original ABV Review Course and the original AICPA BV Training
- Published numerous articles and made numerous presentations on valuation related matters
- Testified over 400 times