June 26, 2007 Teleconference

Recruiting in the BV Profession

Featuring Moderator Jim Alerding of Clifton Gunderson LLP and Panelists Megan Nail of Clifton Gunderson LLP and Ron Seigneur of Seigneur Gustafson Knight LLP
Telephone Dial-In Audio Conference
Tuesday, June 26, 2007

10:00am-11:40am PDT / 11:00am-12:40pm MDT / 12:00pm-1:40pm CDT / 1:00pm-2:40pm EDT

Why Should You Attend?
Members of “Generation X” (born 1965-1981) now comprise 40% of the U.S. workforce—and nearly half of them move on from jobs after only three to five years, according to Jerry Love, CPA, CVA, ABV, who also spoke at the NACVA annual confab.  His session (“Recruiting and Retaining Staff Considering Today’s Generational Differences”) summarized the values and work ethics of Gen X’ers as well as three additional demographics: “Boomers” (1943-1964) still dominate at 45% of the labor pool, while the up and coming “Gen Y” (1982-2003) account for 10%, and the remaining 5% are from the “Silent” ages (1925-1942). With Gen X-ers at the core of today’s hiring market, the key challenge for BV firm managers and practitioners is to recruit—and retain—this maturing but mobile talent. 

The requirements of technical training, certification, and increasing regulatory oversight are also unique challenges that BV recruiters face—in addition to finding the right professional “fit” for the firm.  Gen X-ers are the most entrepreneurial and collaborative group, Love said, but they are also more likely to choose firms that offer a balanced lifestyle. 

To help identify and pitch the unique pros of your firm’s work environment, plus an opportunity to learn best practices from your peers, be sure to tune into this teleconference with Jim Alerding, Ron Seigneur, and Megan Nail.

Register for conference for $249

Register for conference and CD for $339

Register for conference and Transcript for $339

Register for conference, CD, and Transcript for $429

Presented by Business Valuation Resources, LLC. Earn TWO INTERACTIVE CPE credits for participating in this conference. Only $249.00 for a single dial-in connection. Use your conference room and the whole office can listen in. Two CPE credits are available for each additional listener sharing the same phone connection for only $49.00 per person.

Learning Objectives:

  • Learn different options for hiring and staffing models
  • Determine a recruiting plan and process for your firm
  • Learn how to integrate your new hires into your firm and re-recruit them throughout their career

Program Outline:

  • Introduction to Recruiting in the BV Profession

    • Why Recruiting is an Important Topic
    • Top Five Trends in BV Recruiting
    • Steps in the Recruiting/Hiring Process
    • Ongoing Recruiting - Bringing the New Hire Into the Organization
    • Retention

  • Panelist/Participant Q&A

Featured Panel:

Jim Alerding, CPA/ABV, ASA, CVA of Clifton Gunderson LLP (Moderator)

Mr. Alerding has been actively involved with the valuation of businesses since 1980.  In addition to valuing a number of businesses each year, Alerding also lectures frequently on the subject of valuations of closely held businesses, and has produced a number of treatises and several articles on the subject.  In 1994, Research Institute of America (RIA), a national publisher of tax and businesses books and materials, published two books written by Mr. Alerding, entitled Purchase or Sale of a Closely Held Business and Valuation of a Closely Held Business.  In 1997, RIA released the Second Edition of Valuation of a Closely Held Business authored by Mr. Alerding.

Mr. Alerding has and does perform valuations for many diverse purposes, including purchases or sales of businesses, buy/sell agreements, estate and gift tax matters, bankruptcy proceedings, damage cases, charitable contribution deductions, ESOPS, divorce cases, and other matters.  Mr. Alerding has assisted a number of businesses in the sale of the business or assisted buyers in the purchases of businesses.  Mr. Alerding has assisted bankruptcy courts in determining the value of a business for purposes of a restructuring, sale to outside parties, or liquidation of the bankruptcy estate as well as accounting and assistance to creditor’s committees.

Mr. Alerding's experience in valuation has also resulted in substantial experience on litigation matters relating to business valuation issues, having testified well over two hundred times on such matters.  As such, Mr. Alerding is more appropriately suited than most valuators in assisting clients and their counsel in litigation issues that might arise in relation to the valuation.  Mr. Alerding is uniquely qualified to back up his valuation with testimony in a court of law if necessary.

Mr. Alerding is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.  He is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers in the discipline of Business Valuation.  He is also a Certified Valuation Analyst (CVA) of the National Association of Certified Valuation Analysts.  Mr. Alerding is also a Certified Public Accountant (CPA) in the States of Indiana and Maryland.

Ronald L. Seigneur, MBA, CVA, CPA/ABV of Seigneur Gustafson Knight LLP

Ronald L. Seigneur, MBA, CVA, CPA/ABV holds a B.A. in Hotel, Restaurant and Institutional Management from Michigan State University and an M.B.A. in Corporate Policy and Finance from the University of Michigan. Ron a past chair of the American Institute of Certified Public Accountants (AICPA) ABV Credential Committee and a former member of the AICPA Business Valuation Committee where was the chair of the Fundamentals of Business Valuation ("FBV") curriculum task force. Ron is a member of the AICPA ABV Strategic Planning task force and a member of the ABV Content Specification Outline task force for the ABV qualifying exam. He is a past chair of the National Association of Certified Valuation Analysts (NACVA) Professional Standards Committee and the Colorado CPA Society Professional Development Board. Ron currently serves as treasurer on the board of directors of the Colorado CPA Society.

Ron is a Certified Valuation Analyst from NACVA and also holds the Accredited in Business Valuation designation from the AICPA. He has been involved for over 20 years in business valuation and litigation matters and has been qualified and provided testimony as an expert witness in several jurisdictions on a wide range of issues ranging from complex business valuations, forensic accounting investigations, accounting malpractice claims, and various forms of economic damages. Ron has served appointments as trustee, mediator, arbitrator, adjudicator and special master of the court. He is co-author of the 1000+ page treatise on business valuation topics titled Financial Valuation: Applications and Models published by John Wiley & Sons in 2003.

Ron is a partner at Seigneur Gustafson Knight LLP where he is responsible for audit and tax compliance services, in addition to his primary focus on business valuation and related litigation support services. He has been an adjunct professor at the University of Denver, College of Law for over 15 years, where he teaches finance, leadership and management classes and is an author and lead instructor for the Association of Legal Administration's highly acclaimed Essential Competencies training program. Ron is recognized nationally as a consultant to law firms on valuation and practice management issues; and as an instructor, author, and course developer on business valuation science, leadership and professional firm management topics. He was inducted as a Fellow into the College of Law Practice Management in 2002 and has been a featured speaker at several national AICPA and NACVA conferences, as well as state bar associations, 20 state CPA societies and the Environmental Protection Agency. Ron serves on an advisory panel for Ibbotson Associates on Cost of Capital resources. He has worked as a radio disk jockey, played guitar in a rock and roll band and prepared meals for Elvis Presley, Muhammad Ali and the Rolling Stones in prior careers.

Megan Nail, Human Resources Manager of Clifton Gunderson LLP

Megan Nail is the Human Resources Manager for the Valuation and Forensic Services Client Service Center. Megan coordinates a variety of human resource functions for the VFS group. Her main responsibilities include recruiting and the hiring process for all levels of the VFS group, coordinating the mentor program, overseeing performance evaluations and compensation, and helping employees and partners with CG’s benefits programs. Megan also serves as a resource for CPE training enrollment, tracking, and information.

Ms. Nail came to Clifton Gunderson from Target Corporation where she was a human resources manager. There, she also planned staffing and training initiatives, as well as handled all local employee relations and performance management concerns.

Ms. Nail has her Masters of Science degree in Organizational Communication from Purdue University. She graduated summa cum laude from the University of Dayton (OH) with a Bachelor’s Degree in Communication Management.

CPE Credit Information

Earn 2 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. www.nasba.org NASBA Sponsor

Please note: To receive CPE credit, you must fill out the post conference survey. The survey link is e-mailed to participants along with the dial-in number and registration code, normally sent two or more days prior to the conference. CPE credit only registrants will be sent the survey link via e-mail.

Satisfaction Guaranteed:
For more information on this telephone conference or our past telephone conferences, please email customerservice@bvresources.com Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied, you may submit a written request within 30 days of the date of this program to receive a full refund. Please e-mail our accounting manager at: cassandrad@bvresources.com . There are no fees associated with refunds.