|
|
| You Want the Valuation Experts to Reconcile: Are You Prepared for the Outcome? (2175Q) |
Course CPE: 1 hour
Field(s) of Study: Behavioral Ethics–1 hr
Program Level: Intermediate
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
Delivery Method: QAS Self-Study |
Item
Number: 25SFL0912YWV
Shipping Weight: 0lbs. 0oz. |
| Price:
$99.00 |
|
|
|
|
Recording Date: September 12, 2025
Presenter: Jason Pierce and Robert Carter
Program Description:
It sounds great if the valuation experts can resolve their differences. A trial might be avoided, saving time and money. This strategy is not without peril, and clients may even find themselves unexpectedly bound by an agreement or terms they did not expect. This session will discuss the counsel’s decision to have the experts meet, the expectations, and structure of the meetings. Communicating objectives to the expert and understanding the process will improve the effectiveness of a discussion between experts and increase the likelihood of success.
After completing this course, you will be able to:
- Determine the theory differences and isolate the key differences, as this may offer an alternative to an expert meeting. Understanding the case strategy, discovery deadline, and available alternatives will help with the decision on whether the meeting should occur
- Identify the role of the experts and the goals for the process, as these will be key to a successful meeting. For example, will the experts have authority to bind the parties if a deal can be met. Discussion will include resolution models, dealing with conflicting valuation dates, and recommended documentation
- Recognize that the forum, attendees, duration, and follow up are all considerations in the process. The WV Supreme Court case Donna S. v. Travis S. will be used to illustrate the "meeting of the minds" concept
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
|
|
