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Date: Tuesday, May 14, 2013
Time: 10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar
Earn 2 CPE credits
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More information is available below

Featuring  (click image for bio)

Susan Mangiero
AIFA, CFA, FRM
Fiduciary Leadership
Robert Schlegel
ASA, MCBA
Houlihan Valuation Advisors
James V. Cole II
Attorney at Law
Groom Law Group

About This Program

As retirement, healthcare, and other employee benefits continue to grow, they are placing new stresses on firms of all sizes, whose commitments to these funds are beginning to outpace their revenues. Regulations and lawsuits are now challenging the defined responsibilities and liabilities of the financial professionals who create, manage, and even analyze these entities. This means that every appraiser now needs to assess the extent to which employee benefit plans impact enterprise value.

In this webinar, Dr. Susan Mangiero, Rob Schlegel, and James Cole discuss existing, emerging, and proposed disclosure rules, an understanding of which are imperative to navigate the maze of actuarial, accounting, and regulatory numbers. Learn why estimating future expected cash requirements to service a plan(s) is imperative if an appraiser wants to verify whether a firm can realize its growth targets, and how benefit plan economics change when derivatives or annuity transactions are in place.

Agenda

  • Why Appraisers Should Care About ERISA Plan Economics
  • ERISA Basics
  • Fiduciary Liability
  • How Appraisers Are Impacted
  • Pensions and Corporate Finance
  • Multi-Employer Considerations
  • ESOP Valuation and Role of Appraiser

Learning Objectives

  • Learn how ERISA defines the roles and obligations of appraisers and other financial professionals
  • Learn which responsibilities these regulations place on appraisers and the means by which they are enforced
  • Learn the best practices for protecting one's self in the appraisal process when operating under these regulations
  • Learn where appraisers should be most careful in working with ESOPs, pension funds, and other entities covered by ERISA rules

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)


Business Valuation Resources 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.
NASBA Sponsor


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Now delivered as an electronic download.

BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

  • Recordings and transcripts of the presentation
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For a complete list of available Training Packs from past webinars, click here.

Subscriber Information

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