BVR's 3rd Annual Summit on Fair Value for Financial Reporting

Save the Dates: February 1-2, 2010
Location: Grand Hyatt, New York, NY
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Early Bird Pricing Extended through January 15, 2010

Presented With:


Conference Chair:
Neil Beaton, CPA/ABV, CFA, ASA, Grant Thornton

The Only Advanced Program of its Kind

Hear Neil Beaton
describe the Summit:

(Click to Play - Runtime 3'43")
At BVR's 3rd Annual Summit on Fair Value for Financial Reporting top practitioners in this dynamic and ever important field will teach attendees how they comply with FAS 157 and related regulations, with special focus on the timely issues in impairment testing, purchase price allocation, stock options, debt instrument valuation, and more.  And, for the first time, you can participate in any or all of the sessions either in New York City, or at your own desk via live webcast.

If you’re doing valuations for financial reporting, you cannot afford to miss this program.

Presented with the CICBV, FAE, IBA, RICS, NACVA, and AICPA

Conference Agenda
downlad PDF version

Monday, February 1, 2010:

8:30 a.m. - 10:00 a.m. What’s Subject to Judgment and What’s Plain Wrong in Fair Value?
Featuring: Neil Beaton (Grant Thornton), Anthony Aaron (Ernst & Young),
and Tom Miller (Quist Valuation)
10:15 a.m. - 11:30 p.m. Advanced Topics in Purchase Price Allocation/FAS 141R
Featuring: Bo Brustkern (Arcstone Partners), Anthony Aaron (Ernst & Young),
and PJ Patel (Valuation Research Corporation)
11:30 a.m. - 12:45 p.m. Contingent Considerations: Valuing Earnouts
Featuring: Dan Peckham (Deloitte) and Brent Sloan (Grant Thornton)
1:30 p.m. - 2:30 p.m. Valuing Financial Instruments
Featuring: David Dufendach (Grant Thornton), John Finnerty (FinnEcon),
and Lee Errickson (Grant Thornton)
2:45 p.m. - 4:00 p.m. Impairment Testing: The New Reality of 142
Featuring: Mark Edwards (Grant Thornton)
4:00 p.m. - 5:00 p.m. Repairing the Damage: Valuing Debt Instruments
Featuring: Dwight Grant (Duff & Phelps) and Daniel Patracuolla (Duff & Phelps)

Tuesday, February 2, 2010:

8:30 a.m. – 10:45 a.m. Advanced Workshop on Valuing Early Stage IP
Featuring: Mike Pellegrino (Pellegrino & Associates), Tom Miller
(Quist Valuation), David Dufendach (Grant Thornton),
Brad Pursel (Brown Smith Wallace), and Mike Taylor (ktMINE)
11:00 a.m. – 2:15 p.m.

Advanced Workshop on Financial Reporting for Stock Options Under 409a/123R
Featuring: Neil Beaton (Grant Thornton), Travis Chamberlain (Clifton
), Keith Sellers, and Bo Brustkern (Arcstone Partners)

(Includes working lunch for attendees)

2:30 p.m. – 4:30 p.m. Advanced Workshop on Valuations for Transfer Pricing
Featuring: Sharif Assef (Ceteris)

Location: Grand Hyatt, New York City
Room Rate: $239
Please call (800) 233-1234 to reserve a room and mention "BVR's 3rd Annual Summit on Fair Value for Financial Reporting, February 1-2, 2010"
Cut-off Date: January 15, 2010

Pricing Information:

Click here for more information on the Live Webcast of this event

  Early Bird Pricing
(Ends 1/15/10)
Regular Pricing
Conference Only (February 1) $495.00 $695.00
Advanced Workshop on Valuing Early Stage IP (February 2) $300.00 $325.00
  Advanced Workshop on Financial Reporting for Stock Options Under 409a/123r (Ferbruary 2) $300.00 $325.00
  Advanced Workshop on Valuations for Transfer Pricing (February 2) $300.00 $325.00
Conference Plus All Add-Ons (February 1-2) $895.00 $1,095.00

Eco-Friendly Initiative
All session materials will be available electronically to participants at least two weeks 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.

CPE Information:

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group-Live
Recommended CPE: 17.5 Total (8.5 for Day 1 Confernece, 9 total available for Day 2 Add-On Workshops)

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

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.

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Conference Chair:

Neil Beaton
Grant Thornton


  • Anthony Aaron
    Ernst & Young
  • Sharif Assef
  • Bo Brustkern
    Arcstone Partners
  • Travis Chamberlain
    Clifton Gunderson
  • David Dufendach
    Grant Thornton
  • Mark Edwards
    Grant Thornton
  • Lee Errickson
    Grant Thornton
  • John Finnerty
  • Dwight Grant
    Duff & Phelps
  • Tom Miller
    Quist Valuation
  • PJ Patel
    Valuation Research
  • Daniel Patracuolla
    Duff & Phelps
  • Dan Peckham
  • Mike Pellegrino
    Pellegrino & Associates
  • Brad Pursel
    Brown Smith Wallace
  • Keith Sellers
  • Brent Sloan
    Grant Thornton
  • Mike Taylor





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