Business Valuation Resources, LLC

BVR's Online Symposium on Litigation and Economic Damages: Part 6
What Should I Say? Reports & Reporting Standards in Litigation

Date: Tuesday, January 10, 2012
Time:
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits and up to 2 CLE credits
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Register for this program:

Webinar - $179
Training Pack* - $179
Webinar & Training Pack* - $269

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Series Passes & Bundled Options:
Subscribe to BVR's Online Symposium on Litigation and Economic Damages - $999
Subscribe to the Symposium plus the Comprehensive Guide to Lost Profits Damages for Experts and Attorneys - $1099
Subscribe to the Symposium plus the print and online editions of the Guide - $1299

      Priority Code:    

*Training Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

Michael A. Crain
CPA/ABV, ASA, CFA, CFE
The Financial Valuation Group

R. James Alerding
CPA/ABV/CFF, ASA, CVA
Alerding Consulting, LLC


Why You Should Attend

In nearly all business valuations the appraisal report holds a special place: the only tangible product of a thorough, delicate, and nuanced process it acts as a guide to the appraiser's work process, skill, and judgement. For the purposes of the financial expert witness, however, this singular importance is enhanced by the report's function as evidence – and sometimes testimony.

On January 10 BVR welcomes experts Michael Crain and Jim Alerding for "What Should I Say? Reports & Reporting Standards in Litigation," part 6 of BVR's Online Symposium on Litigation & Economic Damages. Join Crain and Alerding as they discuss how professional standards, jurisdictional rules, and appraisal experience can dictate the appraisal report in litigation and what every appraiser should know when preparing a report for trial.

Agenda

  • Introduction and agenda
  • Professional standards for CPAs
    • AICPA SSCS No. 1
    • AICPA SSVS No. 1 litigation exemption from reporting guidelines
  • Judicial guidelines for disclosing expert opinions
    • Federal jurisdictions - FRCP 26
    • State jurisdictions - state specific, may be similar to FRCP 26
  • Practical considerations for expert reports
    • General contents of an expert report
    • The cost-benefit consideration
    • How much is enough for users of an expert report?
    • Facts and circumstances versus the general
    • Specific kinds of reporting
      • Reporting lost profits damages
      • Reporting fraud investigations
      • Divorce
  • Sample reports
  • Summary and take-aways

Learning Objectives

  • Understand the standards and guidelines for expert reports and how these set expectations for experts, attorneys, and the courts
  • Learn the best ways to ensure compliance with these standards
  • Clarify what needs to be in an expert report - and what to avoid
  • Learn how reporting differs between jurisdictions and courts

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).

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Continuing Education*:

NASBA: 2 Credits
CLE: 1.5 60-minute credits, 2 50-minute credits
All states will be fulfilled upon request.

CPE Credits for Unlimited Listeners
Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

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, LLC 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.learningmarket.org.

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NASBA Sponsor


All BVR training events are eligible for continuing education credits from the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) program. Credits are based on a 50-minute hour. Final acceptance is at the discretion of the Exit Planning Institute.

www.exit-planning-institute.org

Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

  • Video file (MP4)
  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.






The Comprehensive Guide to Lost Profits Damages for Experts and Attorneys, 2011 Edition

In the 2011 edition Nancy Fannon, ASA, MCBA, CPA, ABV brings together the comprehensive body of knowledge on lost profits damages and delivers the definitive resource for financial experts and attorneys alike. Fannon and other leading experts provide thorough analysis of current case law and valuation methodology related to the calculation of damages.

The online version of the Guide provides 24/7 access from any Internet connection and the advantage of real time updates such as recently published court opinions, new articles by the author and other top professionals, conference presentations, podcasts, news and blog feeds, and much more! Plus, the online Guide is available in digital format and can be loaded onto any eBook reader.


OD Pack BVR's 2013 Online Symposium on Economic Damages
Lost Profits in Trademark and Copyright Cases
Tuesday, June 11, 2013
Featuring: John Pilkinton and Jed Hansen
Damages in M&A and Purchase Price Disputes
Tuesday, July 9, 2013
Featuring: Jeff Litvak and Kenneth Mathieu
Reports & Reporting Standards in Litigation
Tuesday, August 6, 2013
Featuring: Michael A. Crain and R. James Alerding
Unjust Enrichment
Tuesday, September 10, 2013
More information to come
Lost Profits in Early Stage Companies
Tuesday, October 1, 2013
More information to come
Calculating Damages for Insured Claims
Tuesday, November 5, 2013
More information to come
Forensics in Lost Profits Cases
Tuesday, December 3, 2013
More information to come

BVR's Satisfaction Guarantee:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, cs@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.