Forensic, Litigation, and Business Valuation Conference - VIRTUAL
16.00 Credits
Member Price $589
Non-Member Price $789
Overview
This conference is offered in collaboration with the Society of Louisiana CPAs.
The valuation process involves many complicated strategies. Whether you’re performing estate and gift calculations or involved in litigation situations, study the valuation playbook at this unique event. Learn about recent court cases, review best practices, examine market trends and hear from leaders in the industry.
Highlights
Prerequisites
Designed For
CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuations
Objectives
Preparation
None.
Notice
Monday, August 17
General Session
- Hot Topics in Valuation and Litigation Services
More information coming soon!
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Overview of AI-Related Valuation Consideration
This course examines valuation considerations for companies that develop or rely on artificial intelligence technologies. Participants will explore how AI affects key valuation inputs, including intangible assets, revenue sustainability, discount rates, and company-specific risk. The program also reviews the use of AI tools in valuation analysis, including comparable company searches and predictive analytics, while addressing regulatory and ethical issues that may affect defensibility of valuation conclusions.
Credits: 1.5 - Specialized Knowledge
This session is available to registrants only.
General Session
- Intersection of M&A and Valuation: A Practical Approach
This session explores how merger and acquisition concepts can inform business valuation, from enterprise value to net working capital and debt-like items. Attendees will gain practical guidance on how valuation principles apply to dealmaking and how dealmaking realities can apply to valuation.
Credits: 1.5 - Specialized Knowledge
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- The Fraud Landscape
More information to come!
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Effective Expert Testimony for Jury Trials
More information to come!
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- From Clause to Courtroom: Understanding Core Business and Employment Contracts in Damages and Disputes
More information to come!
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Expert Witness Pitfalls: A Panel Discussion
This live panel discussion will explore practical issues and emerging considerations relevant to virtual education, professional practice, and student-centered implementation. Panelists will share real-world experiences, lessons learned, and strategies that support effective decision-making in dynamic learning environments for Experts in a litigation matter. Through interactive discussion and audience engagement, participants will gain practical insights they can consider applying within their own educational, administrative, or professional roles.
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
Tuesday, August 18
General Session
- The Special Master Setting: Rules, Procedures and Financial Experts
More information to come!
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Marketing 101: Building Your FLVS Book of Business
Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business.
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Trust, but Verify: Prompting AI Without Getting Burned
Large language models can draft forensic memos, summarize depositions, and build timelines in seconds - but like a bad witness, they’re confidently wrong and never say “I don’t know.” This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability.
Credits: 1.5 - Specialized Knowledge
This session is available to registrants only.
General Session
- Discounts for Lack of Marketability
This session examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts.
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Economic Update
More information coming soon!
Credits: 1.1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Rules of Evidence: What Trial Attorneys Wish CPAs Knew
More information to come!
Credits: 1.1 - Specialized Knowledge
This session is available to registrants only.
General Session
- Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions
More information to come!
Credits: 1.05 - Specialized Knowledge
This session is available to registrants only.
Non-Member Price $789
Member Price $589