BVR/Morningstar 3rd Annual Summit on
Business Valuation in Divorce


Date: September 13-14
Location: The Auditorium at Morningstar Global Headquarters
22 West Washington St, Chicago, IL
Format: A BVR Live Event

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    Early Bird* Regular Price
Live Event Attend in person in Chicago: $895 $1095
Attend via live webcast: $895 $1095
OD Pack Complete Summit Recordings**: $895 $1095
*Early Bird pricing ends August 31, 2010
**CPE Credit not available for recordings

Download Complete Agenda | View Speaker Profiles

Conference Chairs:
Jay Fishman, FASA, CBA of Financial Research Associates
William Morrison, CPA/ABV of Morrison & Company

Why You Should Attend:
The BVR/Morningstar 3rd Annual Summit on Business Valuation in Divorce is the premier conference for lawyers, judges, and business appraisers who are active in this complex, risky, and lucrative area of business valuation.  It is the only gathering where litigators, appraisers and the judges are side by side in the sessions as well as at the networking functions.

Learn hands-on best practice problem solving techniques, share in the experience of the top experts in the field, and stay abreast of changes in matrimonial law at this one of a kind program.  Chairs Jay Fishman and Bill Morrison invite you to this exclusive event that will help set the highest standards in business valuation practices for divorce proceedings.

Developed in partnership with Morningstar Valuation Services

Sessions to include:

Download Complete Agenda | View Speaker Profiles

  • Divorce Testimony: Judges, Lawyers, and Appraisers on the State of the Art
  • Professional Goodwill and Rights of Publicity
  • Rules of Evidence in Divorce Matters: New Issues
  • Discounts for Lack of Marketability: New Research
  • Properly Implementing the Bernier Methodology in Valuing Pass-Through Entities
  • Reasonable Compensation: Valuing Complex RSUs and Stock Options
  • Coming out of the Recession: Are the Databases Now Undervaluing?
  • Avoiding the Double-Cross: Pitfalls for the Joint Expert
  • Premarital Business Appreciation: Apportioning Active vs. Passive Appreciation
  • Electronic Discovery: Drafts, Notes, Emails, Texts and How to Do it Right
  • The Impact of Healthcare Reform on Medical Valuations
  • SSVS-1 and USPAP: Do the Courts Really Care?


  Early Bird* Regular Price
Attend in person in Chicago: $895 $1095
Attend live of via webcast: $895 $1095

*Early Bird pricing ends August 13, 2010

Hotel Information:

BVR recommends the Burnham Hotel, 1 West Washington St.
Discounted room rates begin at $225/night.

Click here to reserve a room, or call 877.294.9712 and mention BVR (Priority Code BVRDS0912).

The following hotels are also in the vicinity (the Summit will take place at Morningstar Global Headquarters):

Eco-Friendly Initiative
All session materials will be available electronically to participants at least one week prior to the conference. Aside from the environmental advantages, you will have 24/7 availability and will be able to print only what you need.

Continuing Education*:

NASBA: 14 CPE Credits
IDFA: 11 Credits
CLE: 11.5 60-minute hours, or 14 50-minute hours
11 CLE credits are approved in Ohio. All other states will be fulfilled upon request.
Please note that webcast attendance will be capped at 6 CLE credits per bar association rules.


CPE Information:
Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group-Live
Recommended CPE: 14

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

*Continuing education credit suggestions subject to change.

Cancellation Policy for Live Event Registrations

Full refunds will be issued if cancellation requests are received 4 weeks before the event begins. Refunds, less a $100 administrative fee, will be issued if cancellation requests are received one week before the event begins. Due to financial obligations incurred by BVR, no refunds will be issued on cancellation requests within one week of the event.

In the event of an unforeseen hardship, we will evaluate each case individually. Please call (503) 291-7963 or (888) 287-8258.

Updated: September 1, 2009

Sponsorship Opportunities

BVR's events are a prime opportunity for service providers and product developers to meet face to face with financial professionals. Your products and services will come to life as you showcase them first-hand to conference attendees. You become a consultant and solution provider, making financial professionals aware of new resources and profit-building opportunities to help them grow their respective businesses.

By partnering with BVR as a sponsor you will develop new prospects and continue your dialogue with existing customers. Whether you’re speaking with attendees or increasing your firm’s visibility through strategic logo placements and signage, our sponsorship benefits bring you closer to achieving your firm’s marketing goals.

Click Here to Learn More


Join Top Experts
View Speaker Profiles

Conference Chairs:
Jay Fishman
Financial Research Associates

William Morrison

Morrison & Company

Speakers Include:

Developed in
Partnership with:

Presented With:



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