Join us in person again this year for the Forensic Valuation Conference.
We have sold out of our seats for this year's conference. Please reach out to team@macpa.org to be placed on the waitlist.
This year we are very excited to welcome nationally known speaker, Chris Mercer, as our keynote speaker. We would like to thank Paradigm Forensics, LLC and Stein Sperling Attorneys for sponsoring the keynote speaker.
MACPA has designed the Forensic Valuation Conference specifically to serve the critical niche of CPAs involved or interested in these sectors.
MACPA Student Members can attend for just $25 - discount applied at check out!
Interested in sponsoring this event? Learn more here.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
Thank you to our Speaker Sponsors: Stein Sperling and Paradigm Forensics
Chris Mercer is the Chairman of Mercer Capital, a national business valuation and financial advisory firm. He has been a business valuation professional for over 35 years providing valuation and corporate advisory services for litigation, transaction, and tax-related purposes.
692 Maritime Boulevard, Linthicum Heights, Anne Arundel County, 21090-1952
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Speaker: Chris Mercer, FASA, CFA, ABA, Chairman, Mercer Capital
In this presentation, Chris Mercer will look at the business valuation profession and the dynamics that will play a role in defining the future of business valuation. Key elements include:
• Appraisal/valuation credentialing organizations. There are three primary credentialing organizations and valuation credentials. He will address their predicted evolution, including their roles in education and training the next generation of professionals.
• Business valuation standards. Business valuation standards will continue to evolve both in the United States and globally.
• Business valuation theory. The theoretical underpinnings of business valuation are still evolving and will influence the future growth of the profession. It is important to address what needs to happen in order for the profession to continue to evolve.
• Consolidation of the profession and ownership transitioning. The business valuation profession will consolidate along with the accounting profession and as a generation of older appraisers retire and private equity enters the arena.
Speaker: Jason Pierce, CPA, CMA, CFM, CVA, MAFF, Senior Vice President, J. S. Held, LLC
There’s a maxim in forensic accounting that investigations take twice as long as anticipated, yet the final report appears to have taken half the time. This session with show the progressive layers of a forensic investigation to be followed for defensible conclusions. Each layer allows for the milestones reached to be evaluated before expanding the scope of the engagement.
This session shows how the forensic methodology can help balance client expectations with the appropriate level of service. It also assists the forensic practitioner in communicating the costs of continuing the analysis against the anticipated benefits.
Eric Rollinger, JD, MPA, CPA, CVA, MAFF, Principal, Stein Sperling
Tracing Marital and Non-Marital Property is an essential step in Maryland marital dissolution cases. Financial forensic experts are often needed to assist the court in this process. Don’t miss this presentation on how to determine marital v. non-marital character of property and provide expert witness services related to the same.
Speakers: Chris Rosenthal, CPA/ABV/CFF, ASA, AEP, Managing Member, Vallit Dispute & Valuation Advisors, and Steven Fedder, JD, Managing Member, Fedder & Janofsky, LLC
Navigating the role of expert testimony after Rochind and Katz Abosch requires an answer to three questions: Is the data being relied upon gathered properly? Is the methodology provably reliable? And are the expert's conclusions sufficiently connected to the existing data? Who decides?
Speaker: Alan Zipp, CPA, JD, ABV, CVA, CBA, CFE, Alan Zipp CPA, PC
Every litigation case will require the expert to present an opinion in oral testimony at trial or in deposition, or both. At trial the objective of the opposing attorney is to discredit the expert's opinion. At deposition the objective of the opposing attorney is to obtain the information needed to discredit the expert at trial. This session will present the top 10 questions asked of expert witnesses by the opposing attorney and how to effectively answer those questions.
Speaker: Nick Mears, MBA, CVA, MAFF, Managing Member, Caprock Business Consulting, LLC
Dive into the world of AI with this session specifically designed for valuation and forensic professionals. Understand AI's impact, including its advantages and pitfalls, along with AI-driven techniques ranging from dynamic idea generation, simplifying complex issues, and streamlining administrative tasks. This session is suited for those looking to integrate AI into their practice while navigating its challenges.