nacva and the cti’s 2019 annual consultants’...

2019 Annual Consultants’ ConferenceJune 5–8, 2019 | The Grand America Hotel | Salt Lake City, UT USA

NACVA and the CTI’s

Change, Challenge, Opportunity—Your Journey to the Top

Live and Online Broadcast Options

AnnualConsultantsConference.comSee Inside Back Cover for Registration Fees and Discounts

A n n u a l C o n s u l t a n t s ' C o n f e r e n c e2

2019 Conference Co-Chairs

A Message From the Chairs

NACVA and the CTI

Wolfgang Kniest CVA, Dipl.-Kfm.

Melissa GraggCVA, CFE, MAFF, CDFA

Lari B. Masten MSA, CPA, ABV, CFF, CVA,

ABAR, MAFF

Parnell BlackMBA, CPA, CVA

Chief Executive Officer

Carl A. Steffen CPA, ABV, CFF, CVA, ASA,

CBA, ABAR

Brien K. JonesChief Operations Officer and

Executive Vice President

Today’s financial valuation and financial litigation consultants face a constant uphill climb. They are navigating paths, some uncharted, where the market and need for services are constantly in flux.

The profession is also maturing, presenting rough terrain for competition and commoditization for services. Coupled with paradigm shifts on how to market professional services, build firm brand, and staying abreast of technical issues, you probably find yourself asking critical questions.

• How do I connect with my existing clients, retain them, and gain new ones?

• How can I distinguish myself to stand out from the competition?

• How do I grow my firm’s revenues?

• How can I refine my technical skills and gain confidence?

The NACVA and the CTI’s 2019 Annual Consultants’ Conference will offer answers to these questions and present strategies to empower you to build upon the trails you have already blazed.

On Your Journey to the Top, this year’s conference will address:

Change—Embrace it. Like it or not, we all have to, or be left behind.

Challenge—Nothing of value comes without it. Industry experts and a community of your like-minded peers will assemble in Salt Lake City to help you evolve and grow, but you must also stay the course.

Opportunity—Is ever present if we are equipped to seize it. Learn and develop new skills. Harness the power of new technologies. Capitalize on modern ways to market, brand, and communicate.

REGISTER TODAY!

Join us in Salt Lake City (an Olympic City) and headquarters to the most committed professional association dedicated to financial valuation and financial litigation.

The Grand America Hotel555 South Main Street, Salt Lake City, UT 84111CTI Group Rate: $239 single/double*Expires: May 10, 2019Reservations: www.AnnualConsultantsConference.comReservation Line: (800) 304-8696

Salt Lake City International Airport: 7 miles to hotel

Travel ServicesCall Sue Ellen at (800) 355-3644

Relax! Let NACVA Travel Services remove the stress and handle your arrangements for Salt Lake City. They’re good at it—they’ve been doing it for over 30 years. NACVA Travel Services is dedicated to finding the very best combination of service and convenience available at any given time. They’ll save you time and, because they know the ins and outs of the travel business, will often be able to save you money.

Spouses and GuestsInvite your spouse/guest to attend the Conference networking functions, including: continental breakfasts, AM and PM breaks, luncheons, and receptions during the June 5–8 Conference. ($350 per person).

See Inside Back Cover for Registration Fees

and Discounts* Group room rate not guaranteed. Book as soon as possible; rooms available on a first-come, first-served basis.

Group rate valid Sunday, June 2, 2019, through Sunday, June 9, 2019.A n n u a l C o n s u l t a n t s ' C o n f e r e n c e 3

The Grand America HotelMore than a mere hotel, The Grand America is an

experience all its own. All rooms and suites in our

24-story hotel feature handcrafted Richelieu

furniture, original works of art, inviting balconies,

complimentary wi-fi, and large Italian marble

bathrooms. Floor-to-ceiling windows showcase

breathtaking views of Salt Lake City or our beautifully

landscaped gardens. Located on ten acres in the

heart of downtown Salt Lake City, The Grand America

is within walking distance of shopping, restaurants,

light rail, nightlife, and sporting events.

Salt Lake City 2019 Change, Challenge, Oppor tunity

http://www.AnnualConsultantsConference.com

The shift from a transactional economy to a connected one has people scrambling; when surveyed, companies admit they believe a substantial portion of their revenue is under threat as a result. Businesses, brands, sales forces, marketing teams and leaders at all levels are desperately trying to capture attention and resonate with consumers who expect more. Is there a secret weapon? A silver bullet to humanize and connect? Yes. The answer is strategic storytelling.

The problem? In its rapid rise in popularity, “storytelling” has been reduced to in-actionable jargon. Every day businesses and individuals miss critical opportunities to connect with their elusive audiences in powerful and profitable ways because they lack a storytelling skill. Until now.

Kindra Hall has presented for audiences around the world and across industries to equip them with this essential skill for success. Far from jargon or fluff, Kindra’s approach to storytelling is razor-sharp and immediately actionable. The result: Using Kindra’s blueprint for effective storytelling, attendees leave empowered and equipped to close more sales, build better relationships, or blow up their brands by leveraging the irresistible power of their stories.

Kindra Hall is president and chief strategy officer at Steller Collective, a

marketing agency focused on the strategic application of storytelling to

today's communication challenges. She is one of the most sought-after

motivational speakers trusted by global brands to design and deliver

business amplifying, revealing, interactive keynotes that inspire teams to

better communicate the value of their company, their products, and their

individuality to accelerate personal and professional growth.

What began as a chance encounter at age 13 with a storytelling

cassette tape, grew into a complete understanding of the craft,

methods, and science of storytelling, in its most pure form, free

of promotion or agenda. She has been a National Champion

storyteller (yeah, they have those), member of the board of directors

of the National Storytelling Network, and has her master degree in

communications where she conducted original research in the role

that storytelling plays in defining and revealing culture.

Today, Ms. Hall's work can be seen in a weekly column at Inc.com,

and featured in SUCCESS Magazine, Entrepreneur.com, and behind the

scenes in New York Times best-selling books. She is a former director

of marketing and VP of sales. She is a published author, an award-

winning columnist, and guest faculty at Harvard Medical School.

The Power of Storytelling on Your Journey to the TopThursday, June 6 | 8:10 a.m.–9:50 a.m. Broadcast Live

Opening Keynote Address


Kindra Hall

There is a substantial volume of literature covering business valuation methods, but a relatively limited volume of literature covering practice

mechanisms that can be used to reconcile materially different going-concern business valuation indications derived from multiple going-concern

business valuation methods. The prevailing practice mechanisms focus on ‘averaging’ separate business valuation indications derived from multiple

methods and/or ‘informed judgment’ applied without a defined practice framework. Regarding the use of ‘averaging’, leading professional business

valuation, accounting organizations, and scholars have not produced research supporting its use. IRS Revenue Ruling 59-60 states that “no useful

purpose is served by taking an average of several factors.” Regarding the use of ‘informed judgement’, the literature offers no guidance or

practice-framework on its application to reconcile materially different going-concern business valuation indications derived from multiple

methods. This session introduces an “Alternative Practice Mechanism” (APM) that is the subject of a Doctoral study being completed by the

presenter, Roy Salter. The APM is comprised of procedural, theoretic, and mathematical-elements that augment and organize prevailing going-

concern business valuation theories and methods that enable going-concern business value indications from multiple methods to be in-sync,

while concurrently providing an approach to address those issues introduced in The Dividend Puzzle (Black, 1976). This session will summarize the

literature and survey findings from Mr. Salter’s doctoral study research question that asks if a practice mechanism, reflecting the characteristics

of the APM introduced in his study, reduce the vague and conflicting guidance of the literature’s prevailing practice mechanisms used to

reconcile materially different going-concern business value indications derived from multiple going-concern business valuation methods?

Roy Salter is a Senior Advisor at FTI Consulting, Inc. where he is a leader in FTI’s global Valuation and Financial Advisory Services (VFAS) group and FTI Capital Advisors’ Fairness and Solvency Committee. He joined FTI Consulting by FTI’s acquisition of The Salter Group (TSG) in December 2012. Since 1988, Mr. Salter has led or overseen over 4,500 engagements, with a particular focus on entertainment, media, and other IP businesses, having completed projects with combined values in excess of US$250 billion. Mr. Salter is a Clinical Research Professor

with the School of Film and Television at Loyola Marymount University. He previously taught undergraduate and MBA courses at UCLA, Harvard Business School, Cal-Tech, Cal State University at Northridge (CSUN), and the European Media Business School in Spain. He is a Doctoral candidate at Grenoble E’cole de Management in France, holds an LMU MBA, and a CSUN BS in Business Administration. Mr. Salter is a non-executive chairman and founder of One Community, LLC, and a board advisor to Crunch Digital, LLC and Royalty Review Council LLC.

Reconciling Going-Concern Business Valuation Indications Derived from Multiple Business Valuation MethodsFriday, June 7 | 8:10 a.m.–9:50 a.m.

Concurrent Plenary Session

A n n u a l C o n s u l t a n t s ' C o n f e r e n c e 5

Roy Salter



The official role of the valuation or financial litigation expert is to assist the trier of fact in interpreting and understanding the financial evidence. Many experts, however, are blindsided in the courtroom when they find out that their professional opinions are laden with landmines in the form of unverified evidence, unreasonable assumptions, risky leaps of faith, inappropriate protocol, and inadvertent departures from professional standards. In this session, Judges Gonzalez, Platt, and Yates will share the challenges that they have encountered with financial professionals and offer guidelines and approaches to solidify our opinions and persuasiveness in the legal environment.

Honorable Judge Elizabeth GonzalezDistrict Court of Clark County of 8th Judicial District

Judge Elizabeth Gonzalez is the Presiding Judge

of the Civil Division of District Court, handling business, civil, and criminal cases. She was appointed to the district court in July 2004. Prior to taking the bench, she practiced predominantly in complex civil litigation that included business, mass tort, and construction defect litigation. Judge Gonzalez currently is the President of the American College of Business Court Judges. She previously served on the Judicial Council of the State of Nevada, Supreme Court Jury Improvement Commission, the Supreme Court Access to Justice Commission, and the State of Nevada Ethics Commission. Judge Gonzalez has given numerous seminars on business and construction defect litigation including the subjects of evidence, civil discovery, insurance issues, dispute resolution, and construction defect issues.

Honorable Judge Steven I. Platt (Ret.)The Platt Group, Inc.

Judge Steven I. Platt (Ret.) retired as a full-time Circuit Court Judge on January 15, 2007. He

has since been approved by the Court of Appeals to be recalled in all eight Circuits and the Court of Appeals to try cases and conduct settlement conferences as a recalled judge. He is also engaged in private mediation, arbitration, and neutral case evaluation of complex civil litigation, including: medical malpractice cases, legal malpractice cases, product liability cases, construction litigation, and business disputes. Judge Platt is a trained mediator having completed the basic 40-hour course, as well as advanced courses. He serves as a panel arbitrator and mediator for the American Arbitration Association (AAA), International Institute for Conflict Prevention and Resolution (CPR), Resolute Systems (RS), and Financial Industry Regulatory Authority (FINRA), as well as his own company, The Platt Group, Inc.

Honorable Judge Christopher P. YatesCircuit Court the 17th Judicial Circuit of Kent County

Judge Christopher Yates was appointed to the Kent County

(Michigan) Circuit Court on April 22, 2008. He has served in both the Criminal/Civil Division and the Family Division of that court. He currently runs the specialized business docket for the court. Judge Yates received a BA from Kalamazoo College in 1983, and a JD and an MBA from the University of Illinois in 1987. As an attorney, Judge Yates served as a law clerk to a federal trial-court judge and a federal appellate judge, as a federal prosecutor in Detroit, as an attorney-advisor in the Office of Legal Counsel at the U.S. Department of Justice in Washington, as Chief Federal Public Defender for the Western District of Michigan, and as a partner in two private law firms.

Michael G. Kaplan, CPA, ABV, CFF, CVA, MAFF (moderator)Kaplan Forensics

Experts Sabotaging Themselves in Court—The Judges Tell AllFriday, June 7 | 8:10 a.m.–9:50 a.m. Broadcast Live

Concurrent Plenary Session

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. For NASBA-related information on CPE, please refer to www.AnnualConsultantsConference.com.

Wednesday, June 5, 2019


For session details and faculty bios, visit www.AnnualConsultantsConference.com.

Business Valuation Healthcare Financial

Reporting

Exit Planning/ Mergers &

Acquisitions

Financial Litigation/

Expert Witness

Practice Management

Broadcast Live I Broadcast Live via YouTube (No CPE)

Conference Agenda6:15–8:30 a.m. R E G I S T R A T I O N A N D C O N T I N E N T A L B R E A K F A S T

6:30–8:15 a.m. 2 Hrs CPE

Business Valuation Report Peer Review— Case Analysis in Person (CAP) Round Tables

(Additional Registration Fee Required)

Industry Standards and Ethics Mark Kucik, C. Zachary Meyers, Carl Steffen

(Additional Registration Fee Required)

SESSION TRACKS Current Update in Valuations (CUV) Pre-Conference Symposium (Additional Registration Fee Required)

Litigation Report Writing Workshop (Additional Registration Fee Required)

8:30–10:15 a.m. 2 Hrs CPE

Industry Compliance—Case Law Update, IRS 199A, Tax Cuts and Jobs Act, SSARS 21-24

Melissa Gragg, Baria Jaroudi, Garth Tebay

Litigation Report Writing WorkshopHoward Zandman

10:15–10:30 a.m. M O R N I N G B R E A K , R E G I S T R A T I O N , A N D E X H I B I T S

10:30 a.m.–12:15 p.m. 2 Hrs CPE

The Calculation of Value Controversy—More Efficient or Serious Compromise?

Jason Pierce; Moderated by C. Zachary Meyers

Litigation Report Writing Workshop (continued)

12:15–1:30 p.m. L U N C H O N O W N , R E G I S T R A T I O N , A N D E X H I B I T S

1:30–3:15 p.m. 2 Hrs CPE

Buried Treasure—Dig into the Balance SheetRonald D. Rudich


3:15–3:30 p.m. A F T E R N O O N B R E A K , R E G I S T R A T I O N , A N D E X H I B I T S

3:30–5:15 p.m. 2 Hrs CPE

Cost of Capital Conundrum Melissa Gragg, Baria Jaroudi, C. Zachary Meyers,

Ronald D. Rudich; Moderated by Garth Tebay


5:15–6:15 p.m. L I F E E L E V A T E D O P E N I N G R E C E P T I O N A N D E X H I B I T S

6:15–11:00 p.m. D I N E - A R O U N D S

http://www.nasbaregistry.org





Reporting


Acquisitions


Expert Witness

Practice Management

Broadcast Live I Broadcast Live via YouTube (No CPE)Thursday, June 6, 20196:30–8:00 a.m. R E G I S T R A T I O N , C O N T I N E N T A L B R E A K F A S T , A N D E X H I B I T S

7:00–7:50 a.m. 1 Hr CPE

Around the Valuation World Morning Show Around the Valuation World Correspondents

8:10–9:50 a.m. 2 Hrs CPE

KEYNOTE: The Power of Storytelling on Your Journey to the Top Kindra Hall

9:50–10:10 a.m. M O R N I N G B R E A K A N D E X H I B I T S

SESSION TRACKS

Track One Track Two Track Three Track Four Track Five Track Six

Business Valuation and Financial Litigation— How to Do It: From Foundations to Advanced Current Trends

Business Applications, Communication, and

Practice ManagementSpecialty Areas of Practice Advanced Applications

10:10–11:50 a.m. 2 Hrs CPE

Estimating Long-Term Growth Rates

Dr. Ashok Abbott, Roger Grabowski

Fraudulent Conveyance Actions—Challenges Facing the

Valuation Expert Shelley Brown

The Due Diligence Imperative in the Era of

Value-Based Reimbursement Jessica Bailey-Wheaton,

Todd Zigrang

Remaining Objective as an Expert Witness—Insights

from the Psychology of Judgment and Decision Making

Doug Prawitt, Gregory T. Reagan

Measurement Strategies— Managing Business Interruption Claims

Joe Epps, Kerrie Merrifield

Financial Reporting Standards (GAAP) (FRSG)—Art of the Deal

Rick Gray, Tony Wayne

11:50 a.m.–12:50 p.m. N E T W O R K I N G L U N C H E O N A N D E X H I B I T S

12:50–1:40 p.m. 1 Hr CPE

Examining the Numerator in the Valuation Equation

(Forecasts and Projections) R. James "Jim" Alerding

The Concept of Apportionment in Patent Infringement Matters—

Methods and Recent Case Law Richard Eichmann

Valuing Capital Intensive Businesses

Paul Mandel

Mayhem in the Marketplace—How to

Reach Today’s New Buyer Lee Frederiksen

Beliefs, Behaviors, and Fraud in Valuations Dr. Sri Ramamoorti,

Daven Morrison

1:40–2:00 p.m. Q U I C K B R E A K A N D E X H I B I T S Repeat Sessions

2:00–3:40 p.m. 2 Hrs CPE

Is the Value Estimate Reasonable?

P. Dermot O'NeillInformation Forthcoming

ICOs, Blockchain, and the Internet of Value—

The New Capital Market for Consultants Lorenzo Carver

The Advantages and Challenges of Using Advanced

Statistical Methods in Litigation and Valuation

Thi Tra, Helga Zauner

Leading With Your Heart—How To Avoid

Romance of the Deal through Cold-Hearted Diligence

Tony Wayne

Measurement Strategies— Managing Business Interruption Claims

Joe Epps, Kerrie Merrifield

3:40–4:00 p.m. A F T E R N O O N B R E A K A N D E X H I B I T S

4:00–4:50 p.m. 1 Hr CPE

Full Built-in Gain Tax Liability—How Future Value Analysis Fails and

What to Do About It James Lisi

Are the Experts Even Working on the Same Case?—

How to Reconcile Signifcant Differing Expert Opinions

Mallory Ashbrook, Rebekah Smith

Transaction Structures— Impact on Value and Taxes

Lisa Cribben

Business Valuation— An Operational Perspective

Jeff Harwell

Hidden Income and Assets— A Forensic Accountant’s Process

Josh Shilts

Mayhem in the Marketplace—How to

Reach Today’s New Buyer Lee Frederiksen

4:50–5:10 p.m. S E S S I O N R E S E T

5:10–6:00 p.m. 1 Hr CPE

Hardball with Hitchner—Solid Answers to Your Tough Questions Jim Hitchner and Panelists

6:30–9:30 p.m. S P R I N G T I M E I N T H E P A R K A T M E M O R Y G R O V E N E T W O R K I N G R E C E P T I O N



Reporting


Acquisitions


Expert Witness

Practice Management

Broadcast Live I Broadcast Live via YouTube (No CPE)Friday, June 7, 20196:30–8:00 a.m. R E G I S T R A T I O N , C O N T I N E N T A L B R E A K F A S T , A N D E X H I B I T S

7:00–7:50 a.m. 1 Hr CPE


8:10–9:50 a.m. 2 Hrs CPE

Reconciling Going-Concern Business Valuation Indications Derived from Multiple Business Valuation Methods

Roy Salter

Experts Sabotaging Themselves in Court—The Judges Tell All Moderated by Michael Kaplan; Panel: Honorable Judge Elizabeth Gonzalez, Honorable Judge Steven I. Platt (Ret.), Honorable Judge Christopher P. Yates

9:50–10:10 a.m. M O R N I N G B R E A K A N D E X H I B I T S

SESSION TRACKS

Track One Track Two Track Three Track Four Track Five Track Six

Business Valuation and Financial Litigation— How to Do It: From Foundations to Advanced Current Trends

Business Applications, Communication, and

Practice Management

Specialty Areas of Practice Advanced Applications

10:10–11:50 a.m. 2 Hrs CPE

Normalizing Owner Compensation in Business

Valuations Stephen Kirkland

Methodologies for Discounting Lost Profits—

Ex ante, Ex post, and Hybrid Allyn Needham

Divorce Taxation Including the Impact of the 2017 TCJA

Jeff Urbach

Expanding Services and Client Retention Using CoreValue

George Sandmann

Someone Needs to Go— Counseling a Client through

a Business Divorce Hubert Klein

Alternative Practice Mechanism to Produce

Going-Concern Business Valuations—Moving Beyond

Conventional Practice Mechanisms

Roy Salter

11:50 a.m.–12:50 p.m. N E T W O R K I N G L U N C H E O N A N D E X H I B I T S

12:50–1:40 p.m. 1 Hr CPE

Valuation Issues in Developing and Executing

Buy-Sell Agreements Robert Ranallo, Sean Saari

What Forensic Accountants and Attorneys

Need to Know About Tax Aspects of Damage Awards

Martin Abo

Maintaining Operational Business Entities through

Incapacity and Death Kelly Dancy, Avery Mayne

Simplifying the Valuation Report—Assuring

the Reader "Gets It" Howard Lewis

Valuation of Preferred Stock—A Case Study of

Recapitalization of Closely Held Businesses

Garth Tebay

1:40–2:00 p.m. Q U I C K B R E A K A N D E X H I B I T S Repeat Sessions

2:00–3:40 p.m. 2 Hrs CPE

Crossing the Bridge to Liquidity—DLOM and DLOL

Lari Masten

The Good, the Bad, and the Unusual—A Workshop on Complex Forensic Accounting

Applications Robert Vance

People, Money, and Patterns© Darrell D. Dorrell

Complex Commercial Litigation Simplified—

A Successful Expert Witness Process that Works

Mike Costello

Valuing Businesses in Conflict Situations

Erik-Jan Hennis

Expanding Services and Client Retention Using CoreValue

George Sandmann

3:40–4:00 p.m. A F T E R N O O N B R E A K A N D E X H I B I T S

4:00–4:50 p.m. 1 Hr CPE

Business Valuation Benchmarking Techniques—

Tools and Tips on How to Support and Enhance Your

Business Valuation Marc Bello

Projecting But-for and Mitigating Earnings in Personal

Injury and Wrongful Death Shannon Shipp

Understanding Customer Supply Chain Demands

Norman Katz

How I Survived a Daubert Challenge and Lived to

Testify at Trial Mark Filler

Eminent Domain—A Professional's Guide to Expert Witnessing in

Condemnation Cases Chris Edwards

Simplifying the Valuation Report—Assuring the

Reader "Gets It" Howard Lewis

4:50–5:10 p.m. S E S S I O N R E S E T

5:10–6:00 p.m. 1 Hr CPE

Hardball with Hitchner—Solid Answers to Your Tough Questions Jim Hitchner and Panelists

6:00–11:00 p.m. D I N E - A R O U N D S


Concurrent Training Courses Expert Witness BootcampMonday, June 3–Wednesday, June 5(see page 19)

Business Valuation Certification and Training Center

Certified Valuation Analyst® (CVA®) Proctored ExamMonday, June 3–Saturday, June 8(see page 18)

Build a Thriving Business Consulting Practice—The CoreValue® BootcampMonday, June 3–Tuesday, June 4(see page 19)

Financial Litigation Consulting Professionals Workshop

Master Analyst in Financial Forensics® (MAFF®) Proctored ExamMonday, June 3–Saturday, June 8(see page 18)

Seminar Cancelations:Cancelations received in writing two weeks prior to the first day of the training event will be eligible for a prompt refund. A $100 administration fee will be charged for all live training event cancelations when a refund is requested. A $150 administration fee will be charged for the NACVA and the CTI’s Annual Consultants’ Conference cancelations when a refund is requested. Credit requests for all live training event cancelations are not subject to an administration fee. Training may be rescheduled up to three times with no charge. Trainings rescheduled more than three times will be subject to a $75 rescheduling fee. If requesting a refund, any credit vouchers and/or Pacesetter® Points applied to the original purchase will be forfeited. Cancelations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued a credit for the amount paid, which may be used toward a CTI seminar, conference, self-study course, or product sold by NACVA/CTI. Cancelation and no-show credit requests must be received no later than 90 days after an event. Any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. Credits expire five years from the date issued. There are no exceptions to this policy.


Reporting


Acquisitions


Expert Witness

Practice ManagementSaturday, June 8, 2019 (Sessions included with registration)

CTI Course Cancelation PolicyCTI reserves the right to cancel or replace topics and/or presenters if circumstances require.

Broadcast Live I Broadcast Live via YouTube (No CPE)

6:30–8:00 a.m. C O N T I N E N T A L B R E A K F A S T

7:00–7:50 a.m. 1 Hr CPE


SESSION TRACKSTrack One

(Co-Sponsored by ValuSource) Track Two Track Three(Co-Sponsored by Courtroom Boot Camp) Proctored Exams

Databases and Software Business Applications, Communication, and Practice Management

Certified Valuation Analyst®

(CVA®)

Master Analyst in Financial Forensics®

(MAFF®)

8:00–8:50 a.m. 1 Hr CPE

Using KeyValueData’s Market Method DatabasesMatt Cassedy, Dave Miles, Jeff Harwell

The Truth, The Whole Truth— Storytelling and Persuasion

Michael Kaplan, Jesse Wilson

8:50–9:05 a.m. B E V E R A G E R E F R E S H

9:05–10:45 a.m. 2 Hrs CPE

Live Case Study on Estimating Cost of Equity Capital for Smaller Companies using

the Cost of Capital NavigatorJim Harrington

Effective Report Writing for Small Company Valuations

Rod Burkert


(continued)

10:45–11:00 a.m. B E V E R A G E R E F R E S H

11:00 a.m.–12:45 p.m. 2 Hrs CPE

BVM Pro Software Training for Faster and Better Valuations

Matt Cassedy, Dave Miles, Jeff Harwell

Fill Your Marketing Pipeline with Clients using Online Marketing

Colin Brown


(continued)

12:45 p.m. C O N F E R E N C E C O N C L U D E S

Around the Valuation World®

Morning Show

Around the Valuation World Correspondents:Gregory Caruso (Editor in Chief)Roberto Castro Melissa GraggMichael Gregory

Brien Jones (Assistant Editor)Ed Mofrad Stephen White

Thursday, June 67:00–7:50 a.m.

Highlights from the 2019 Current Update in Valuations Symposium, Industry Standards and Ethics, and the Litigation Report Writing Workshop

Friday, June 77:00–7:50 a.m.

Highlights from Day One (Thursday, June 6) of the 2019 Annual Consultants’ Conference

Saturday, June 87:00–7:50 a.m.

Highlights from Day Two (Friday, June 7) of the 2019 Annual Consultants’ Conference

Presented in a one-hour format, this session will be held each morning of Conference from Thursday through Saturday, and you will earn valuable CPE (no CPE for YouTube broadcast, but CPE included with online conference

registration). These sessions will be conducted by subject matter experts who summarize the training tracks and sessions from the previous day to keep you current on all the Conference happenings.

It’s impossible to be at every session; Around the Valuation World is a great way to catch up on what you might have missed.

Broadcast Live


A n n u a l C o n s u l t a n t s ' C o n f e r e n c e12 A n n u a l C o n s u l t a n t s ' C o n f e r e n c e12

Salt Lake City Dine-AroundsWednesday, June 5 | 6:15–11:00 p.m.

Friday, June 7 | 6:00–11:00 p.m.

After a full day of Conference attendance, meet up with other attendees while discovering some of the wonderful cuisine Salt Lake City has to offer. Each group will be “hosted” by NACVA and CTI presenters and board members (dinner costs on-own). More information will be available as Conference approaches.

Life Elevated Opening Reception and ExhibitsWednesday, June 5 | 5:15 p.m.–6:15 p.m.

Join us for the not-to-be-missed networking event kicking off the Conference. The Life Elevated Opening Reception will feature hors d’oeuvres, bar drinks, entertainment, and an opportunity to network with Conference attendees and exhibitors—the perfect way to kick off the business valuation and financial litigation industry’s Annual Conference in Salt Lake City.

Springtime in the Park at Memory Grove Networking ReceptionThursday, June 6 | 6:30 p.m.–9:30 p.m.

Join us for a relaxing evening in historic Memory Grove Park nestled at the mouth of City Creek Canyon in downtown Salt Lake City. Over a dozen spectacular canyons surround Salt Lake City, with City Creek Canyon feeding right into the heart of downtown, and adjacent to Utah’s State Capitol Building. You will not want to miss this outdoor barbeque event where there will be entertainment, wine, and beer.

Networking Luncheons and ExhibitsThursday, June 6 | 11:50 a.m.–12:50 p.m. Friday, June 7 | 11:50 a.m.–12:50 p.m.

Past Conference attendees cite the exhibits as one of their Conference highlights. Network and meet face-to-face with the providers of the industry’s latest tools and resources.

Conference Networking Events(all networking events included with registration)


Meet, Greet, and Catch Some Fish!Tuesday, June 4Co-Sponsored by ValuSource

Need a fishing break between the office and conference? Join us in Salt Lake City for an opportunity to network and catch some fish. We will leave Tuesday morning, June 4, to accompany a local professional fly-fishing guide for half the day. We have the gear and the tackle, just bring yourself. ValuSource is subsidizing the trip (50% of the cost, including transportation both ways and lunch); you pay only $95.00 for the charter and your Utah State fishing license—Non-Residents: $24.00. Space is limited so reserve your spot early. All the information is available at www.valusource.com/ctifishing.

Utah Spectacular—Bryce Canyon and Zion National Park Excursion!Sunday, June 9 and Monday, June 10 – $595 USD Per PersonTour will leave promptly from The Grand America Hotel at 7:00 a.m. on Sunday, June 9, and will return to The Grand America Hotel at 7:30 p.m. on Monday, June 10.

Your Utah Adventure Awaits! Embark upon a two-day adventure to the most iconic National Parks in Utah—Bryce Canyon and Zion.

Day One—During the drive from Salt Lake City through Utah’s scenic high desert, you will get your first glimpse of the beauty and wonder of Utah. First stop, Bryce Canyon National Park where Red Canyon, Inspiration Point, Sunrise and Sunset Points, Queens Garden, Navajo Loop, Natural Bridge, Rainbow and Yovimpa Points will be featured. After a picnic lunch, the adventure continues through the eastern vistas of Zion National Park, ending up in Springdale, Utah where your overnight accommodations are nestled in the sandstone cliffs surrounding this charming town.

Day Two—After breakfast and hotel check out, you will embark on an exploration of the main canyon of Zion. The Human History Museum, Zion Park Lodge, Angels Landing, Scouts Lookout, the Virgin River Narrows, the most beautiful slot canyons in the world, the Emerald Pools, and Big Bend will be featured. After a picnic lunch, travel back to Salt Lake City.

Excursion Includes: • Professional Tour Guide • Comfortable Mercedes-Benz Van or Motor Coach • Park Entrance Fees • One Night Lodging with Breakfast Included • Two Lunches (one on each day) • Applicable Taxes and Fees • Fully-Detailed Recommendations Package

with Detailed Itinerary, Maps, Hiking, Weather, Restaurant Recommendations, and More

Experience Utah!Salt Lake City 2019

Change, Challenge, Oppor tunity

http://www.valusource.com/ctifishing

Now What?You’ve earned a valuation or financial litigation credential...

You ask the tough questions. Industry titan, Jim Hitchner, will moderate a panel of our Conference faculty who will provide solid answers. In this lively and interactive discussion, the profession’s leading experts and emerging leaders will share their insights and practical guidance on a range of topics, including: the current issues surrounding discount rates and growth rates, malpractice litigation, professional standards, DLOMs, control premiums, minority discounts, how to excel in financial litigation and expert witnessing, emerging industries, best practices and common mistakes to avoid, generational differences in the workplace, and much more. Receive cutting-edge information on an array of topics and walk away with answers to your burning questions. Go to www.HardballwithHitchner.com to submit questions for the panel.

Solid Answers to Your Tough Questions(included with registration)

Thursday, June 6Friday, June 75:10 p.m.–6:00 p.m.

(Jim Hitchner and Panelists)

Hardball with Hitchner Broadcast Live


NACVA’s New Member Network™ (NMN) provides the forum for newly minted credentialed members and experienced practitioners to share experiences and challenges, exchange ideas and best practices, and build long-lasting professional relationships.

Sessions to Build Your SkillsCurrent Update in Valuations (CUV) Pre-Conference Symposium: Wednesday, June 5 (Additional Registration Fee Required)

Industry Standards and Ethics: Wednesday, June 5 (Additional Registration Fee Required)

Business Valuation Report Peer Review—Case Analysis in Person (CAP): Wednesday, June 5 (Additional Registration Fee Required)

Hardball with Hitchner— Solid Answers to Your Tough Questions: Thursday, June 6 and Friday, June 7

Sessions to Expand Your Network Mentor and Mingle: We have planned several Salt Lake City themed events for first-time attendees, new, and longtime members to establish friendships and rekindle old ones. See pages 12 and 13 for details and associated costs.

Sessions to Increase Your Confidence Are the Experts Even Working on the Same Case?—How to Reconcile Significant Differing Expert Opinions Thursday, June 6

Estimating Long-Term Growth Rates Thursday, June 6

Mayhem in the Marketplace—How to Reach Today’s New Buyer Thursday, June 6

Crossing the Bridge to Liquidity—DLOM and DLOL Friday, June 7

Divorce Taxation Including the Impact of the 2017 TCJA Friday, June 7

Expanding Services and Client Retention Using CoreValue Friday, June 7

How I Survived a Daubert Challenge and Lived to Testify at Trial Friday, June 7

Business Valuation Benchmarking Techniques—Tools and Tips on How to Support and Enhance Your Business Valuation Friday, June 7

Simplifying the Valuation Report—Assuring the Reader "Gets It" Friday, June 7

Effective Report Writing for Small Company Valuations Saturday, June 8

http://www.HardballwithHitchner.com

The Profession's Leading Authority in Valuation Data, Research, and SupportThrough its five web-based annual subscription packages, KeyValueData® offers Internet-based access to thousands of dollars in essential valuation data, research, and tools—all for a single, low annual subscription fee.*


(800) 246-2488 www.KeyValueData.com [email protected]

Purchase a Database à la Carte or Bundle and Save

À LA CARTE PRICE

ValuSource Market Comps (Formerly IBA Market Data) (Downloads Per Year) $575 7 Unlimited Unlimited UnlimitedBIZCOMPS® (Downloads Per Year) $569 3 7 10 10Duff & Phelps Cost of Capital Navigator Basic (Downloads Per Year) $295 3 7 10IRS Corporate Ratios $275RMA Valuation Edition (Includes 10 Years of RMA Data) $995Duff & Phelps Cost of Capital Navigator Pro $595 UnlimitedPluris DLOM DatabaseTM $595DoneDeals® $595Mergerstat Review Premiums and Discounts $125Mergerstat Review Price to Earnings Ratios $125Guideline Public Company Database (Downloads Per Year) 7 10 Unlimited UnlimitedNational Economic Reports (Monthly and Quarterly Reports)

Valuation Reports Library

Around The Valuation World ® (AVW) (Monthly) Additional Fee for CPE Credit†

Archived Industry and Metro Reports (1,100+ Reports)

Business Valuation Articles (7,400+ Articles)

Federal & State Law Cases (2,200+ Cases)

Conference Presentations (700+ Presentations)

Compensation Data

S-1 Filings (68,000+ Filings)

Expert Witness Profiler

À La Carte Data Sources Discounts (Excludes Duff & Phelps) 5% 10% 15% N/A15% Off Valuation Software Subscription

TOTAL BUNDLE VALUE‡ $845 $1,240 $1,759 $3,005 $5,954

SAVE68%

SAVE60%

SAVE50%

SAVE53%

ECON ASSIST

SILVER

BUNDLESGOLD

PLATINUMTITANIUM

Bundle Add-Ons (Additional Fee Required)

First Research Unlimited Yearly / Monthly§ $1,099 / NA $1,099 / $100 $1,044 / $95 $990 / $90 $935 / $85Unlimited CPE On-Demand Webinars Yearly / Monthly§ $995 / NA $795 / $72 $595 / $55 $395 / $38 $195 / $20Surgent CPE: NASBA Qualified Self-Study Courses Yearly / Monthly§ $240 / $20 $240 / $20 $240 / $20 $240 / $20

Single-user / Yearly

Single-user / Monthly§

Multi-user / Yearly#

Multi-user / Monthly§#

Actual Bundle Costs { $445 $745 $1,545 $2,795$40 $70 $140 $250

$685 $1,165 $2,445 $4,475$65 $105 $220 $400

FREE with NACVA

membership

Note: Prices are subject to change.* See website for details,

conditions, and upgrading to unlimited BIZCOMPS. EconAssist is free with NACVA membership.

† To receive CPE for attending this course, which awards bonus points for NACVA's recertification, there is an additional annual cost of $225.

‡ Bundle value is a composition based on established retail prices if purchased separately, what competitors charge for the data/service if we do not sell it separately, and estimates of what we would charge on data not found elsewhere if we did sell the data separately.

§ Requires annual commitment.

# Silver, Gold, and Platinum multi-user contains a one-user license for the Duff & Phelps Cost of Capital Navigator Basic (limited downloads). Titanium multi-user contains a two-user license for the Duff & Phelps Cost of Capital Navigator Pro. Additional users must be added in the shopping cart.

http://www.KeyValueData.com

mailto:[email protected]

NACVA Recertification Courses These courses qualify for 12 bonus points toward NACVA-credentialed member recertification, in addition to course CPE.

Business Valuation Report Peer Review—Case Analysis in Person (CAP)Wednesday, June 5 6:30 a.m.–8:15 a.m. Business Valuation

Knowledge is acquired in three ways: education, experience, and interaction. Attendees in this course are on pre-assigned round tables to review and discuss actual valuations. Through this process, you will learn from others’ experience and group interaction. Attendees are given a report before the course that must be reviewed prior.

Additional Registration Fee—Members: $225/ Non-Members: $250. Early registration or multiple-attendee discounts do not apply. To learn more, visit www.theCTI.com/CAP

Recent developments within the professional organizations are moving toward the harmonization of industry standards. Senior representatives from the valuation industry will discuss the standards impacting the profession, including: NACVA, IBA, ASA, AICPA, and USPAP.

Additional Registration Fee—Members: $225/Non-Members: $250. Early registration or multiple-attendee discounts do not apply. To learn more, visit www.theCTI.com/ISU

Industry Standards and EthicsWednesday, June 5

Broadcast Live

6:30 a.m.–8:15 a.m.Business Valuation

Industry Standards and Ethics is available either live or as a live online broadcast!

(Mark Kucik, C. Zachary Meyers, Carl Steffen)

Litigation Report Writing WorkshopIn this Litigation Report Writing Workshop, attendees will learn effective approaches to writing an expert report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports with an emphasis on content, language, supporting evidence, exhibits, and professional standards compliance.

Additional Registration Fee—Members: $585/Non-Members: $650. Early registration or multiple-attendee discounts do not apply. To learn more, visit www.theCTI.com/LRW

Wednesday, June 5 8:30 a.m.–5:15 p.m. Financial Litigation/Expert Witness

(Howard Zandman)


http://www.theCTI.com/CAP

http://www.theCTI.com/ISU

http://www.theCTI.com/LRW

Current Update in Valuations (CUV) Pre-Conference Symposium Join this symposium of the finest subject matter experts as they collaborate to deliver training and tools that will assist you in producing a strong, defensible work product that will lead to increased confidence in your opinions.

Additional Registration Fee—Members: $585/Non-Members: $650. Early registration or multiple-attendee discounts do not apply.

CUV is available either live or as a live online broadcast!


10:30 a.m.–12:15 p.m.The Calculation of Value Controversy—More Efficient or Serious Compromise?(Jason Pierce; Moderated by C. Zachary Meyers)

For many practitioners, calculation of value reports is too risky for the courtroom, while their peers may see them as a way to make the process more efficient and affordable. The controversy recently sparked conflicting articles in Business Valuation Update and Financial Valuation and Litigation Expert. This session delves into both sides of the debate, including a survey of the relevant professional standards, trends in the case law, and how they have been accepted/rejected by the courts. Attendees will receive insight on how to recognize the opportunities and threats with these types of cases while protecting themselves along the way.

3:30 p.m.–5:15 p.m.Cost of Capital Conundrum (Melissa Gragg, Baria Jaroudi, C. Zachary Meyers, Ronald D. Rudich; Moderated by Garth Tebay)

This session will address the cost of capital options available from the Duff & Phelps Cost of Capital Navigator and how best to interpret and use the results. The presenters will discuss levered cost of capital, unlevered cost of capital, and relevered cost of capital; with an emphasis on when it is appropriate to relever cost of capital and how to apply the results. They will explain when and how to use the regression equation method to calculate the additional size premium for your subject company when it is smaller than the 25th portfolio. They will also discuss company specific risk premium and alternatives to frequently used guestimates. The Cost of Capital Conundrum session will use case study examples from Navigator to help explain the output available from Navigator.

8:30 a.m.–10:15 a.m.Industry Compliance—Case Law Update, IRS 199A, Tax Cuts and Jobs Act, SSARS 21–24 (Melissa Gragg, Baria Jaroudi, Garth Tebay)

This session will present a practical review of recent court cases and valuation issues providing guidance for maintaining compliance with tax code, regulations, and court decisions. It will also address IRS Section 199A which provides many taxpayers a deduction for qualified business income from a qualified trade or business operated directly or through a pass-through entity. Valuation issues relating to the Tax Cuts and Jobs Act will be addressed along with SSARS 21-24, which focuses on CPAs compliance with standards for reviews, compilations, and engagements when preparing financial statements.

1:30 p.m.–3:15 p.m.Buried Treasure—Dig into the Balance Sheet (Ronald D. Rudich)

Integrating the balance sheet into the analysis is a critical component of a thorough valuation engagement. This session will review the major parts of the balance sheet and how they relate to the valuation in order to provide more complete results and reports. We will provide techniques to estimate the “business valuation working capital”, identify excess operating and non-operating assets, and evaluate the capital structure to better support the assumptions used to develop a conclusion of value. The attendees will be provided with an appreciation of and tools for how the balance sheet can be utilized with other analyses to improve and support their opinions.

Wednesday, June 5 Broadcast Live

Business Valuation


June 3–8, 8:00 a.m.–5:30 p.m.Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)The Business Valuation Certification and Training Center (BVTC) is offered via live-classroom instruction in cities throughout the U.S. and internationally, and is also available through live/online web broadcasts and self-study. The training delivers the most comprehensive and complete foundational training teaching to the international body of knowledge on how to value private business enterprises and prepares attendees to pass any business valuation certification exam offered in the profession:

nBusiness valuation methodologies, approaches, and case studiesnProfessional standards and ethicsnSpecialty areas of valuation practice

Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.

What You Will Cover

nDays 1 and 2: Business Valuations—Fundamentals, Techniques & Theory

nDay 3: Business Valuations—Applications and Calculations of the Income and Asset Approaches

nDay 4: The Market Approach— Exploring the Price Component

nDay 5 A.M.: Valuation in Action—Case Studies: Applying the Principles and Techniques

nDay 5 P.M.: Exam Preparation— CVA Proctored Exam and Peer Reviewed Business Valuation Report (Case Study)

nDay 6: CVA Online Proctored Exam

Financial Litigation Consulting Professionals WorkshopTo learn more, visit www.theCTI.com/FFF

June 3–8, 8:30 a.m.–5:15 p.m.Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)

Make the Statement That When it Comes to Financial Litigation, You Are the “Master” of the Field

The highest growth areas in financial litigation are subject to their own variables that define the financial litigation consultant’s role in the matter and the scope of analysis. Further, the legal theories underlying the various types of financial litigation focus on key statutes and case law that define the scope of damages. Command of these fundamental concepts are key to producing credible financial litigation support services that will withstand the challenges of the litigation environment.

The Financial Litigation Consulting Professionals Workshop utilizes state-of-the-art training techniques to maximize learning and retention, teaches to the body of knowledge for financial litigation, and prepares attendees to pass the Master Analyst in Financial Forensics® (MAFF®) proctored exam.

Additional Registration Fee—Members: $3,250/Non-Members: $3,575 for five-day workshop and MAFF certification exam package. Workshop can also be purchased without MAFF certification exam. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.


Concurrent Training CoursesBusiness Valuation Certification and Training CenterTo learn more, visit www.theCTI.com/BVTC

Early Registration Discounts Register and pay

by March 31, 2019, and receive a

10% discount.

Register and pay by April 30, 2019,

and receive a 5% discount.

Non-Member Package Pricing (10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.)

CPE: 45 Hrs

Price: $3,895 Package (five-day training [Mon–Fri]; and CVA proctored exam [Sat])

Package Includes:

nFive Days of Training: Theory and Practice

nCVA Certification Exam

nFirst-year NACVA Practitioner Membership

nUnderstanding Business Valuations for CPAs/Financial Advisors Webinar Series

nExam Q&A Study Guide (including domestic shipping)

nReport Writing Clinic

nCase Study Research Package and Mentors

nData and Software Trial Subscriptions

http://www.theCTI.com/BVTC

http://www.theCTI.com/FFF


Build a Thriving Business Consulting Practice—The CoreValue® BootcampTo learn more, visit www.theCTI.com/CoreValueThe bootcamp is available either live or as a live online broadcast!

June 3–4, 8:30 a.m.–5:15 p.m.The Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp is designed for professionals who are starting or expanding their business consulting practice. This bootcamp is designed for professionals who do not use a business consulting system to find new clients, win new engagements, or to manage projects or multi-year engagements. It is designed to help individuals analyze the best way to start or expand their business consulting practice.

This two-day bootcamp will consist of three separate modules:Module 1—Discover Report: Your Lead Machine

The focus of this module is understanding and using CoreValue’s Discover assessment and report, which is the first step in using the CoreValue’s Business Consulting System to start, standardize, or expand a valuator’s business consulting practice. The module will also focus on using CoreValue Discover analytics to see marketing opportunities in your client opportunity pipeline. You will learn how to use Discover with groups to win engagements using CoreValue marketing events and Discover senior team workshops. Sales training role play will include learning how to approach current and prospective clients about your services. You will review the business advisor sales tactics from the sales manual (included with your license). Group discussion about common mistakes in client approach and converting to long-term services, includes participant critiques from the faculty.

Module 2—CoreValue Unlock: Deep-Dive Analysis and Executable Growth Plan

The focus of this module is understanding and using CoreValue’s Unlock assessment and report, which is the deep-dive assessment tool designed to generate a comprehensive operational analysis and report. The report identifies consulting opportunities and creates an executable growth plan to use with clients. The module will also look at several of the 18 value drivers so you can learn to use the analysis to propose consulting services. You will then move into CoreValue’s Executable Growth Plan to help clients build strong, valuable companies. Attendees will learn operational analysis expertise, positioning themselves as the architect of client growth. You will learn specific techniques to become the trusted advisor, helping your client build a strong, valuable company that supports their life goals.

Module 3—Case Study, Including Sales and Marketing, Using the CoreValue Business Consulting System

This Case Study-based program is built on a “Building Long Term Strength and Value” use case. The module will examine three of CoreValue’s 18 value drivers in detail. It will cover sale vs. growth strategies, analyze vs. fix strategies, and building val-ue. This module is where attendees learn everything they need to know to successfully find and sign up new consulting clients, and provides the core skills and materials they need to create a thriving consulting practice. NACVA and CoreValue have part-nered with a leading sales training firm who developed and refined this proven system over the last 20 years.

Additional Registration Fee—Members: $1,170/Non-Members: $1,300. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.

Expert Witness BootcampTo learn more, visit www.theCTI.com/EWB

June 3–5, 8:30 a.m.–5:15 p.m.The Truth, the Whole Truth, and Nothing But Persuasion™

Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony or family law issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The bootcamp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand.

Additional Registration Fee—Members: $1,755/Non-Members: $1,950. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.


http://www.theCTI.com/CoreValue

http://www.theCTI.com/EWB

Chicago, IL May 6–11 Business Valuation Certification and Training Center

Salt Lake City, UT June 3–8 Business Valuation Certification and Training CenterJune 3–8 Financial Litigation Consulting Professionals WorkshopJune 3–4 Build a Thriving Business Consulting Practice—

The CoreValue® BootcampJune 3–5 Expert Witness BootcampJune 5 Case Analysis in PersonJune 5 Industry Standards and EthicsJune 5 Current Update in Valuations Pre-Conference

SymposiumJune 5 Litigation Report Writing WorkshopJune 6–8 Annual Consultants’ Conference

Washington, DC June 24–29 Business Valuation Certification and Training Center

Ft. Lauderdale, FLJuly 15–20 Business Valuation Certification and Training Center

San Diego, CA July 29–August 3 Business Valuation Certification and Training Center

Chicago, IL August 19–24 Business Valuation Certification and Training Center

Atlanta, GASeptember 9–14 Business Valuation Certification and Training Center

Philadelphia, PA September 23–28 Business Valuation Certification and Training CenterSeptember 23–28 Financial Litigation Consulting Professionals Workshop

Salt Lake City, UT October 21–26 Business Valuation Certification and

Training Center

New Orleans, LA Oct. 28–Nov. 2 Financial Consultants’ Accelerated Training

InstituteOct. 28 Current Update in ValuationsOct. 28 Litigation Report Writing WorkshopOct. 28–Nov. 2 Business Valuation Certification and

Training CenterOct. 28–Nov. 2 Financial Litigation Consulting

Professionals WorkshopOct. 29–31 Expert Witness Bootcamp

Houston, TX November 11–16 Business Valuation Certification and Training

Center

San Diego, CA November 18–23 Financial Consultants’ Accelerated Training

InstituteNovember 18 Current Update in ValuationsNovember 18–23 Business Valuation Certification and

Training CenterNovember 19–20 Advanced Valuation: Applications and

Models WorkshopNovember 19–20 Build a Thriving Business Consulting

Practice—The CoreValue BootcampNovember 19–20 Report Writing: Review & AnalysisNovember 19–20 The Truth, The Whole Truth—Storytelling

and PersuasionNovember 19–21 Intermediate Business Valuation

Training CenterNovember 19–21 Transaction Advisory Services WorkshopNovember 21 Discounts for Lack of Marketability WorkshopNovember 21–22 Behavioral Forensics Academy™

Ft. Lauderdale, FL December 9 Case Analysis in PersonDecember 9 Current Update in ValuationsDecember 9–14 Business Valuation Certification and

Training CenterDecember 9–14 Financial Litigation Consulting

Professionals WorkshopDecember 10–11 Financial Litigation SuperConferenceDecember 10–11 Advanced Valuation: Applications and

Models WorkshopDecember 10–12 Intermediate Business Valuation

Training CenterDecember 10–12 Transaction Advisory Services WorkshopDecember 11 Litigation Report Writing WorkshopDecember 12 Discounts for Lack of Marketability

WorkshopDecember 12–13 Build a Thriving Business Consulting

Practice—The CoreValue BootcampDecember 12–14 Expert Witness Bootcamp

2020 Training ScheduleSalt Lake City, UT Jan. 27–Feb. 1, 2020 Business Valuation Certification and

Training Center

Chicago, IL May 4–9, 2020 Business Valuation Certification and

Training Center

2019 Certification and Training Schedule

A n n u a l C o n s u l t a n t s ' C o n f e r e n c e20Early registration discounts available. Discounts may not apply to all training programs. Dates and locations are subject to change.

Broadcast from a live training event.

2019 Online Training Schedule



NACVA Online RecertificationThese webinars qualify for bonus points toward NACVA credentialed member recertification, in addition to course CPE. Bonus points awarded only once during a tri-annual recertification compliance cycle.

Advanced Mergers and Acquisitions Workshop Part 1 August 5–8 Part 2 August 19–22

Advanced Valuation: Applications and Models Workshop November 19–20 December 10–11

Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp June 3–4 November 19–20 July 8–12 December 12–13 August 19–23

Business Interruptions and Lost Profits June 17–21 October 14–18

Business Valuation Certification and Training Center May 6–10 July 29–August 2 August 19–23 September 23–27 October 21–25 November 11–15 January 27–31, 2020 May 4–8, 2020

Commercial Damages and Lost Profits July 15–19

Conferences Annual Consultants' Conference June 6–8

Financial Valuation SuperConference December 10–11

Around the Valuation World® May 20 June 17 July 15 August 19 September 16 October 21 November 18 December 16 January 27, 2020

Case Analysis by Webinar June 4 July 29 August 28 September 23 October 25 November 18 December 6 January 17, 2020

Current Update in Valuations May 28–31 June 5 July 30 August 27 September 24 October 28 November 18 December 9 January 27, 2020 May 26–29, 2020

Industry Standards and Ethics June 5 July 29 August 28 September 23 October 25 November 18 December 6 January 17, 2020

Litigation Report Writing Workshop May 6–9 July 22–25 September 9–12

Report Writing: Review and Analysis May 13–17 September 16–20 December 2–6 January 13–17, 2020

CoreValue Orientation Webinar May 2 October 3 July 18

Discounts for Lack of Marketability (DLOM) Workshop November 21 December 12

EconAssist™ Orientation Webinar May 16 September 19 June 20 October 17 July 25 November 7 August 22 December 5

Financial Litigation Consulting Professionals Workshop September 23–27 October 28–November 1 Webinar Part 1 Feb. 3–7, 2020 Webinar Part 2 Feb. 24–28, 2020

Intermediate Business Valuation Training Center July 9–12 October 22–25 July 22–26 November 4–8 December 10–12

Introduction to Business Valuation June 11 October 10 July 11

Introduction to Financial Litigation June 11 October 10 July 11

Matrimonial Litigation August 5–9

Personal Injury June 17–21

Software and Database Webinars 20 Valuation Databases & Resources in 60 Minutes August 23

Better Financial Statement Benchmarking with RMA Valuation Edition

October 18

Comparable Market Data Source Tips and Tricks May 10 September 20

Duff & Phelps Navigator Best Practices November 8

KeyValueData® Guideline Data Best Practices July 26

Using BVM Pro in the Real World December 6

Using Damages Advocate for Personal Injury, Wrongful Death, and Employment Law Damages Calculations

May 17 September 13

The Global Understanding—Valuation for Financial Reporting April 8–12 October 7–11

Understanding Business Valuations for CPAs/Financial Advisors June 24–28 August 5–9 October 21–25 January 6–10, 2020

Understanding Financial Litigation for CPAs/Financial Advisors August 12–16

Valuing Family Limited Partnerships Workshop May 13–17 September 16–20

Wrongful Death June 24–28

Webinar Part 1

Webinar Part 2

Giving voice and opportunity to the next generation of industry mavericks


2019 Honorees to be announced in June!

Under Forty



Registration FeesLive In-Person or Live Online Broadcast Conference, June 6–8

Member Non-Member

Full ConferenceUp to 26 Hours of CPE (no additional cost for CPE)

$1,575 $1,745

Spouse/Guest Fee (for live Conference attendance)per person (covers food and beverages at conti-nental breakfasts, AM and PM breaks, luncheons, and receptions during the June 5–8 Conference).

$350 $350

For more information and to register, visit www.AnnualConsultantsConference.com or call Member/Client Services at (800) 677-2009.

Member Non-Member

Case Analysis in Person (CAP)†

Wednesday, June 5, 6:30 a.m.–8:15 a.m.$225 $250

Industry Standards and Ethics†

Wednesday, June 5, 6:30 a.m.–8:15 a.m.

Available either live or as a live online broadcast.

$225 $250

Current Update in Valuations (CUV) Pre-Conference Symposium†

Wednesday, June 5, 8:30 a.m.–5:15 p.m.Available either live or as a live online broadcast.

$585 $650

Litigation Report Writing Workshop†

Wednesday, June 5, 8:30 a.m.–5:15 p.m.$585 $650

Member Non-Member

Business Valuation Certification and Training Center PackageJune 3–8, 8:00 a.m.–5:30 p.m.

Call for Pricing

$3,895

Financial Litigation Consulting Professionals Workshop & Master Analyst in Financial Forensics® (MAFF®) Certification Exam PackageJune 3–8, 8:30 a.m.–5:15 p.m.

$3,250 $3,575

Build a Thriving Business Consulting Practice— The CoreValue® BootcampJune 3–4, 8:30 a.m.–5:15 p.m.Available either live or as a live online broadcast.

$1,170 $1,300

Expert Witness BootcampJune 3–5, 8:30 a.m.–5:15 p.m.

$1,755 $1,950

NACVA Recertification Courses:These courses qualify for 12 bonus points toward NACVA-credentialed member recertification, in addition to course CPE. Bonus points awarded only once during a tri-annual recertification compliance cycle.

Concurrent Training Courses ‡:

† No early registration or multiple-attendee discounts apply. ‡ No multiple-attendee discounts apply. Early registration discounts available (10% if paid by 3/31/19; 5% if paid by 4/30/19).

Member Non-Member

Conference Day 1 and Day 2 June 6–7 | Up to 10 Hours of CPE per day

$655per day

$725per day

Conference Day 3 June 8 | Up to 6 Hours of CPE

$330 $365

Early registration and multiple-attendee discounts do not apply to daily registration.

Live Online Daily Registration(per person, including CPE)

* Same firm and paying together. Discount is per registrant. Call Member/Client Services to register multiple-attendees.

Live and Online Conference Early Registration Discounts: $100 if paid by 3/31/19 $50 if paid by 4/30/19

Live Conference Multiple-Attendee Discounts*:2–3 attendees: $50 4–5 attendees: $100

6–15 attendees: $15016+ attendees: $200

“The atmosphere of a NACVA Conference is like no other CPE event. You must experience it for

yourself to fully appreciate it. NACVA has figured out the right formula for bundling CPE,

networking, and mini vacay into a single event perfectly suited for a busy professional.”

-C. Zachary Meyers, CPA, CVA | Scott Depot, WV


5217 South State Street, Suite 400Salt Lake City, UT 84107-4812

Ultimate Training and Membership Subscription

Unlimited Continuing Professional Education

Membership Dues

Recertification Fees{One Monthly Fee:

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Publication Date: March 2019

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nacva and the cti’s 2019 annual consultants’...

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