The Uses & Abuses of Management Projections
August 15, 2008 in Lake Tahoe, NV

The Uses & Abuses of Management Projections

Presented by Business Valuation Resources, LLC
Live Training Event at Hyatt Regency Resort, Spa & Casino*
Lake Tahoe, Nevada | Friday, August 15, 2008 - A Full Day of Training
Your Thought Leaders Include: Neil Beaton, CPA/ABV, CFA, ASA and James Catty, MA, CA, CPA, CFA, CBV, CFE
$545.00 per attendee - Earn 9 CPE Credits

Register Today - Limited to 40 Attendees!

Uses & Abuses of Management Projections
Interview with Neil Beaton & James Catty

Click below to listen

Hyatt Regency Lake Tahoe Resort, Spa and Casino | Transportation Options | Learn More About Lake Tahoe
Hotel Phone: (775) 832-1234 | Hotel Reservations: (800) 233-1234

*BVR has negotiated a discounted rate of $299 single/double occupancy.  Rooms are also subject to a $15.00 per room, per day resort fee.  To make reservations please call (800) 233-1234 and reference that you are attending the Business Valuation Resources workshop.  The cut-off date is July 18.  Rooms will be assigned on a space-available basis only.  This is peak season for Lake Tahoe and rooms are expected to sell out, so please make hotel arrangements as soon as possible.

Program Prerequisites: None
Program Level: Intermediate to Advanced
Delivery Method: Live Group Program

Advance Preparation: None

Why Should You Attend?
Exclusive workshop, exclusive location!  This dynamic, hands-on workshop is limited to the first 40 registrants, so reserve your spot today.  Bring the family, escape the heat and take part in an intimate educational program with Neil Beaton and James Catty. They will map out a solid framework you'll be able to apply to every set of management projections you work with.  

Neil and Jim are structuring your agenda around the hierarchy of uses for projections: 1) litigation 2) financing 3) running the day to day business

Highlights of the intensive workshop with Neil and James include:

  • Case studies that dissect actual management projections – the good, the bad, and the ugly! You'll actively work in small groups to analyze, test, and scenario-build with a set of real management projections.
  • Surefire tactics to help you avoid getting slammed in court.  Relevant case law will be thoroughly integrated into the course.
  • Point/Counterpoint exercises - Neil and James will role play as attorney and expert questioning and being questioned about financial projections and their conclusions.
  • Bulletproof tools - You'll be able to apply to every set of projections you handle.  These tools will be a central component of class materials.

Don't miss this unique opportunity to learn with these thought leaders. You'll master both the art and science of management projection analysis!

Your Thought Leaders Include:

Neil Beaton, CPA/ABV, CFA, ASA

As Partner in Charge of Grant Thornton LLP’s Valuation Services Group, Mr. Beaton specializes in the valuation of public and privately-held businesses and intangible assets for purposes of litigation support (marriage dissolutions, lost profits claims and others), acquisitions, sales, buy-sell agreements, ESOPs, incentive stock options, and estate planning and taxation. He also performs economic analysis for personal injury claims, wrongful termination and wrongful death actions.

Prior to joining Grant Thornton LLP, Mr. Beaton was a Partner and shareholder at Brueggeman and Johnson, P.C., an independent valuation and litigation support firm. He was also a National Business Analyst with Dun & Bradstreet Corporation, where he was responsible for analyzing large, publicly traded corporations and assisting in large-scale credit decisions. He specialized in the banking, insurance and financial services industries.

Mr. Beaton holds a Master of Business Administration in Finance from National University and a Bachelor of Arts Degree in Economics from Stanford University. He has also completed specific coursework covering the financial analysis of banks and insurance companies and numerous continuing education classes in the areas of accounting, taxation and business valuation. In addition, he has completed the American Society of Appraisers’ Business Valuation Courses, Levels I–IV.

James Catty, MA, CA, CPA, CFA, CBV, CFE

Jim Catty is President of Corporate Valuation Services Limited (CVS), a Canadian firm that specializes in valuing technology-oriented businesses, their securities and assets throughout the world.  He is also Chairman of the International Association of Valuators, Consultants and Analysts (IACVA), NACVA’s international affiliate that transfers valuation knowledge from North America to Asia, Europe, Africa and the Middle East.

Jim has been President of CVS since founding it in 1988.  He holds BA and MA degrees from Oxford and has been active in the profession for over fifty years.  Clients range from government departments and agencies to law firms, businesses and individuals – and nearly all are referred word-of-mouth.  His valuation reports service multi-national enterprises, as well as local start-ups.  Jim has also contributed articles to various publications and made numerous presentations to professional groups in the United States, Canada, Europe and Asia.

CPE Credit Information

Earn Interactive CPE Credits (Consulting Services)
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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. NASBA Sponsor

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