Business Valuation Conference

The valuation process involves many complicated strategies. Whether you’re performing estate and gift calculations or involved in litigation situations, study the valuation playbook at this unique event. Learn about recent court cases, review best practices, examine market trends and hear from leaders in the industry.

November 1, 2023 - 8:00am-4:30pm   |  Online  |  KSCPA

Members: $475.00, Non-members: $575.00

CPE Categories: Taxation (1 CPE), Management of a Practice (1.5 CPE), Specialized Knowledge & Applications (5.5 CPE)

Interest Areas: Business Valuation, Business Taxation, Management Accounting, Taxation


Description

The valuation process involves many complicated factors. Whether you’re performing estate and gift calculations or involved in litigation situations, connect the dots at this conference. Learn about recent court cases, review best practices, examine market trends, and hear from leaders in the industry.

Who Should Attend?

CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuations

Course Objectives

  • Examine current valuation trends
  • Get up to date on relevant court cases from the past year
  • Learn about current and potential industry standards and best practices

Schedule

8:00-9:20 am  Did the U.S. Avoid a Recession in 2023?  Speaker: King Banaian, Ph.D., St. Cloud State University, St. Cloud, MN

9:30-10:45 am  The Business Valuation Profession Today  Speaker: Andrew Frew, ASA, ABV, Mercer Capital, Houston, TX

10:55-11:45 am  Best Practices in BVFLS in a Post-Pandemic Era  Speaker: Ronald Seigneur, MBA, CPA/ABV, ASA, CVA, Seigneur Gustafson, LLP, Lakewood, CO

11:45 am-12:40 pm  Lunch

12:40-1:30 pm  Estate Planning Valuation Topics of Interest Today  Speaker: Andrew Frew, ASA, ABV, Mercer Capital, Houston, TX

1:40-2:30 pm  Valuing Professional Services Practices  Speaker: Ronald Seigneur, MBA, CPA/ABV, ASA, CVA, Seigneur Gustafson, LLP, Lakewood, CO

2:40-3:30 pm  Transaction Perspectives on Business Valuation  Speaker: Jeffrey Wright, Corporate Finance Associates, Minneapolis, MN

3:40-4:30 pm  Court Case Update  Speaker: Richard Berning, CPA/ABV, CBA, CVA, CFF, CFP, CMA, ValuationUSA, Long Lake, MN

Prerequisites

None