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| Introduction to Bankruptcy: Consulting, Valuation, and Litigation (2285Q) |
Course CPE: 1 hour Field(s) of Study: Accounting–1 hr Program Level: Overview Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels. Advanced Preparation: None Delivery Method: QAS Self-Study |
Item
Number: 26BV0223BP
Shipping Weight: 0lbs. 0oz. |
| Price:
$99.00 |
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Recording Date: February 23, 2026
Presenter: Ron Rudich
Program Description:
Bankruptcy is often viewed as a niche reserved for attorneys and restructuring consultants, yet for business valuation professionals it is a natural extension of the work they already perform. The same tools used in valuation engagements-cash flow modeling, fair value analysis, solvency testing, forensic reconstruction, and expert reporting-are central to bankruptcy proceedings, where financial conclusions directly influence outcomes. The Introduction to Bankruptcy: Consulting, Valuation, and Litigation course is designed for valuation professionals seeking to expand into distressed business consulting, insolvency analysis, and litigation support. Courts rely on financial experts to assess solvency, evaluate asset transfers, analyze preferential payments, and determine the feasibility of reorganization plans, while trustees and attorneys depend on objective, defensible opinions that meet evidentiary standards.
This course connects traditional valuation practice with bankruptcy-specific applications by clarifying statutory definitions of insolvency, distinctions between liquidity and solvency, and the interpretation of fair valuation under the Bankruptcy Code. It also highlights the procedural discipline required in bankruptcy work—strict deadlines, documentation standards, and expert testimony requirements—alongside the investigative role professionals play in tracing preferential payments and fraudulent transfers. From a practice-development perspective, bankruptcy engagements expand your services into reorganization support, forensic investigation, litigation assistance, and tax-related analysis, positioning you within a specialized and professionally rewarding field.
Takeaways:
- Determining the adjustments involved relative to historic data, cost of capital, and non-cash assets.
- Measuring the sufficiency of solvency or insolvency.
- Determine how courts classify the priority of claims and interests.
- Discover the elements of a Plan of Reorganization from beginning to its completion
After completing this course, you will be able to:
- Identify the roles of valuation professionals in distressed business and bankruptcy engagements
- Recognize financial indicators of preferential payments and fraudulent transfers
- Differentiate between liquidity, solvency, insolvency, and bankruptcy under statutory frameworks
- Determine how bankruptcy courts evaluate valuation opinions and expert testimony
- Select valuation methodologies appropriate for liquidation and reorganization scenarios
- Identify the analytical procedures required to support avoidance and recovery actions
- Recognize tax considerations that arise in litigation-based bankruptcy valuations
If you would like to explore these topics in greater depth, we encourage you to review our Bankruptcy, Insolvency, and Restructuring course.
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. |
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