Join us for our May Forensic Valuation Study Group with, Janae Castell, CVA, MAFF from Rabah Value Advisors. Janae will be discussing Case Law Update.
Janae Castell, CVA, MAFF
Experienced Business Valuation Professional | Expert Witness | Consultant | Valued Financial Resource
Janae has practiced in the valuation industry since 2007. She’s focused her career path on her efforts to become highly skilled and highly specialized in the business valuation body of knowledge.
Within the valuation profession, Janae has been active in the training and qualification of other practitioners, as well helping them to stay up to date on the latest trends and best practices in the industry. Janae is a senior correspondent for the Around the Valuation World in 90 Minutes publication—a monthly publication that updates practitioners across the nation on the latest news, trends, best practices, and activity within the business valuation and financial forensics professions. Janae served on the Valuation Credentialing Board (VCB) and was elected chair of that board during her term. The VCB is tasked with maintaining the highest quality standards in NACVA’s certification process. She has also served on the Standards Board for the NACVA. Janae has published articles, including those published for peer review, when she sees need for them in the community. Janae was recognized nationally for the NACVA’s inaugural 40 under 40 award. She was recognized as the Instructor of the Year by the NACVA in 2023.
Providing analysis in a litigation setting can be a complex process for professionals as well as their clients. Numerous court cases have furnished guidance on valuation and financial issues. This practical review of court cases and valuation issues deals with various types of clients and situations, providing guidance in resolving valuation issues and navigating the courts to avoid minefields.
Learning Objectives:
-Discuss the court cases and their impact on clients and expert witnesses.
-Differentiate between an objective expert witness and an advocate.
-Describe pitfalls in litigation cases.
-Explain differences between what appraisers may feel is "right" and what a court may decide.
-Explain the impact that one jurisdiction or court may have on other courts.
-Discuss elements of shareholder oppression, unjust enrichment, and damages.
-Discuss elements of Qualified Appraisal and Appraiser requirements.
Takeaways:
Attendees will be exposed to various types of cases in different jurisdictions and understand the implications in their practice. Participants will be able to discuss their viewpoint and analyze how it compares with other participants. Attendees will develop their critical thinking skills regarding the relevant facts, issues, and nuances of not only existing case law, but any cases in which the attendee may become involved.