This agenda is current as of Nov 11, 2022.

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Monday, November 14, 2022

7:00 AM – 8:00 AM PST

Continental Breakfast and Vendor Display

7:00 AM – 6:00 PM PST

Registration Open

8:00 AM – 9:25 AM PST

FVC2201. Opening Remarks | Chairs' Welcome & Introductions | Cost of Capital Ramifications of the Russia-Ukraine War and Global Inflationary Pressures

Speakers: Carla Nunes, James Harrington
8:00 AM – 9:25 AM PST

FVC2202. Opening Remarks | Chairs' Welcome & Introductions | Recent Government Enforcement Actions and the Role of the Forensic Accountant

Speakers: Jason Burt, Kristina Littman, Matthew Jacques
9:25 AM – 9:50 AM PST

Networking and Exhibit Break

9:50 AM – 11:05 AM PST

FVC2203. Gear Up for Forensic Success!

Speakers: Jolene Fraser, Annette Stalker
9:50 AM – 11:05 AM PST

FVC2204. Annual Damages Case Law Update

Speakers: Alexander Walther, Jeffrey Press
9:50 AM – 11:05 AM PST

FVC2205. Personal vs Enterprise Goodwill: How the Analysis Lies Within the Facts

Speakers: Audra Moncur, Karolina Calhoun
9:50 AM – 11:05 AM PST

FVC2206. Forensic and Valuation Experts in a Shareholder Dispute: How Two Experts Look at the Same Data Differently

Speakers: Brett Axelrod, Hubert Klein
9:50 AM – 11:05 AM PST

FVC2207. Is Reasonable Compensation Really Reasonable?

Speakers: Neil Beaton, Jessica Landay
11:05 AM – 11:30 AM PST

Networking & Exhibit Break

11:30 AM – 12:45 PM PST

FVC2209. Post-acquisition Clean-up: Reps & Warranty Claims to Fraud Litigation

Speakers: John Tira, Meryl Macklin, Travis Armstrong
11:30 AM – 12:45 PM PST

FVC2210. Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today

Speakers: David Consigli, Natalya Abdrasilova
11:30 AM – 12:45 PM PST

FVC2211. Complex Business Asset Tracing – Separate or Marital PLUS Active or Passive

Speakers: Stefanie Jedra, Josh Shilts
11:30 AM – 12:45 PM PST

FVC2212. Remote Investigation: Inside and Out

Speakers: Steven Feldman, David Allen, David Zweighaft
12:45 PM – 1:45 PM PST

Lunch

1:45 PM – 3:00 PM PST

FVC2213. Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between

Speakers: Nicole Lyons, Brian Schwartz
1:45 PM – 3:00 PM PST

FVC2214. Conducting a Large-Scale Investigation During a Pandemic

Speakers: Aaron Dyer, Dan Ray
1:45 PM – 3:00 PM PST

FVC2215. When Valuation Experts Disagree (Panel)

Speakers: Harold Martin, Bethany Hearn, Karolina Calhoun, James Hitchner
1:45 PM – 3:00 PM PST

FVC2216. So You Want to Get into Bankruptcy? What CPAs Need to Know for Financial Advisor Success

Speakers: Becky O'Malley, Coral Hansen, Seth Freeman
1:45 PM – 3:00 PM PST

FVC2217. Using Advanced Analytics, Visualization, and Statistics to Identify Bid-Rigging in the Public Sector

Speakers: Jack Martin
3:00 PM – 3:25 PM PST

Networking and Exhibit Break

3:25 PM – 4:15 PM PST

FVC2218. Preventing Fraud through Restructuring Internal Controls

Speakers: Dru Carney, Dave Friedman
3:25 PM – 4:15 PM PST

FVC2219. An Exploration of Reliance Damages

Speakers: Anthony Schoenberg, Greg Regan
3:25 PM – 4:15 PM PST

FVC2220. Deferred tax considerations in valuation of Real estate and Marketable Securities Entities

Speakers: Audra Moncur, Lisa Cribben
3:25 PM – 4:15 PM PST

FVC2221. Moving on-chain: Unwinding the Complexity of Crypto

Speakers: Eric Forni, Peter Altman, Kevin Madura
3:25 PM – 4:15 PM PST

FVC2222. Statement on Standards for Valuation Services bridge to the International Valuation Standards

Speakers: Kevin Zanni, Mark Smith
4:15 PM – 5:15 PM PST

Networking Reception

Tuesday, November 15, 2022

6:30 AM – 8:00 AM PST

Continental Breakfast and Vendor Display

6:30 AM – 6:00 PM PST

Registration Open

7:50 AM – 9:05 AM PST

FVC2223. FVS Forum

Speakers: Maryellen Galuchie, Lynda Schwartz, Bethany Hearn
9:05 AM – 9:25 AM PST

Networking and Exhibit Break

9:25 AM – 10:55 AM PST

FVC2224. Opening Remarks and Awards Presentation | KEYNOTE: Bad Blood: Secrets and Lies in a Silicon Valley Startup

Speakers: John Carreyrou
10:55 AM – 11:20 AM PST

Networking and Exhibit Break

11:20 AM – 12:10 PM PST

FVC2225. How to Conduct a Lifestyle Audit (and make it stick in court)

Speakers: Gayle Callis
11:20 AM – 12:10 PM PST

FVC2226. Quantifying Damages for IP Disputes - An Introduction

Speakers: Jeffrey Press
11:20 AM – 12:10 PM PST

FVC2227. Looking Forward: How Accounting's Past Will Shape Its Future

Speakers: Bradley Preber
11:20 AM – 12:10 PM PST

FVC2228. Trends in PE & VC and Best Practices in Valuation of Fund Interest(s)

Speakers: Justin Kuczmarski
11:20 AM – 12:10 PM PST

FVC2229. Financial Statement Manipulation

Speakers: Amy Yurish, Carey Miller
12:10 PM – 1:10 PM PST

Lunch

1:10 PM – 2:25 PM PST

FVC2230. Introduction to Damages in Wrongful Termination Matters

Speakers: Michael Campbell, Irina Balashova, Adam Howard
1:10 PM – 2:25 PM PST

FVC2231. Cyber-related Insurance Claims: What You Need to know in 2022

Speakers: Rick Contorno, Sean Renshaw, Tim Zimmerman
1:10 PM – 2:25 PM PST

FVC2232. Valuation and Carried Interest

Speakers: Sumeet Bhatnagar, Antonella Puca
1:10 PM – 2:25 PM PST

FVC2233. 409A Valuations

Speakers: Zac Liermann, Jared Hannon
1:10 PM – 2:25 PM PST

FVC2234. A Picture is Worth a Thousand Words: Data visualization in expert reports

Speakers: Katherine Furlan, Rachel Ryman
2:25 PM – 2:50 PM PST

Networking and Exhibit Break

2:50 PM – 4:05 PM PST

FVC2235. Valuation Hot Topics

Speakers: Lisa Cribben, Stacy Collins, Chris Mercer, James Hitchner
2:50 PM – 4:05 PM PST

FVC2236. Drugs, Pigs, & Donut Holes: Estimating Unsecured Litigation Claims in the Mallinckrodt Bankruptcy

Speakers: Suzanne Thompson, Suzanne Stuckwisch
2:50 PM – 4:05 PM PST

FVC2237. Business Combination Guide

Speakers: Adam Smith, Mark Edwards, Gary Roland, Frederik Bort
2:50 PM – 4:05 PM PST

FVC2238. Post-Closing Disputes: Prevention and Resolution Strategies (Acquisition)

Speakers: Morgan Hirst, James Agar
2:50 PM – 4:05 PM PST

FVC2239. The Forensic: How the CIA, a Brilliant Attorney and a Young CPA Brought Down Howard Hughes

Speakers: Paul Regan

Wednesday, November 16, 2022

6:30 AM – 1:00 PM PST

Registration Open

7:00 AM – 8:15 AM PST

FVC2240. Financial reporting - How to prepare for audit review of your work and what to consider if you are the reviewer

Speakers: Nancy Foringer, Ashton Klindt
7:00 AM – 8:15 AM PST

FVC2241. Money Laundering / Terrorist Financing - Foundations to Emerging Typology Detection

Speakers: Jevon Thomas, Kane Porter
7:00 AM – 8:15 AM PST

FVC2242. Dusting Off Your Clients’ Buy Sell Agreements and Understanding their Importance to Business Valuation Services

Speakers: David Consigli, Brian Burns
7:00 AM – 8:15 AM PST

FVC2243. Practice Management: Tips, Tools, Practices & Trends

Speakers: Alexander Krasnomowitz, Hubert Klein
7:00 AM – 8:15 AM PST

FVC2244. Un-Blurring The Lines Between The Law And Expert Practice – How To Protect An Expert’s Credibility

Speakers: Robert Bergson, Jolene Fraser
8:40 AM – 9:55 AM PST

FVC2245. Leveraging Digital Forensics in Fraud and Commercial Matters

Speakers: Boris Luzhansky, Meghan Gilligan Palermo, Meaghan Schmidt
8:40 AM – 9:55 AM PST

FVC2246. Accountant's Role in Corporate Investigations

Speakers: John Hanson, Cassandra Sumner, John Tira, Jeffrey Buchakjian
8:40 AM – 9:55 AM PST

FVC2247. What Gives? Why Some Companies/Industries Demand Higher Implied Multiples

Speakers: Atticus Frank, Ethan Lee
8:40 AM – 9:55 AM PST

FVC2248. Employee Information and Trade Secrets Theft - Working with Counsel to Identify Potential Damages

Speakers: Derek Hecht, Mark Romeo, Travis Armstrong
8:40 AM – 9:55 AM PST

FVC2249. FinOSINT - Financial Open Source Intelligence

Speakers: Cynthia Hetherington
10:10 AM – 11:25 AM PST

FVC2250. Short-what?: The Newest Excel Tips and Tricks

Speakers: Kane Porter, Zac Liermann
10:10 AM – 11:25 AM PST

FVC2251. How to Reflect the Impact of ESG Factors in Business Valuations and Financial Reporting

Speakers: Michael Weinberg, Howard Mah-Lee, Antonella Puca
10:10 AM – 11:25 AM PST

FVC2252. Valuations Preceding or After M&A Transactions

Speakers: Ethan Lee, Brian Burns
10:10 AM – 11:25 AM PST

FVC2253. Taxes in the Determination of Damages

Speakers: Evan Kilbourne, Kenneth Rugeti
10:10 AM – 11:25 AM PST

FVC2254. Marketability Discount – Why are there Such Varying Opinions?

Speakers: Brian McIntyre, Natalya Abdrasilova
11:40 AM – 12:55 PM PST

FVC2255. Valuing Capital Intensive Businesses

Speakers: Paul Mandel
11:40 AM – 12:55 PM PST

FVC2256. A Deep Dive into the False Claims Act and Similar State Statutes

Speakers: Jessica Hollobaugh, Matthew Adams, Matthew Lee
11:40 AM – 12:55 PM PST

FVC2257. “The Price is Right – Or Not” – Use and Misuse of The Market Approach Guideline Transaction Method

Speakers: Harold Martin
11:40 AM – 12:55 PM PST

FVC2258. Double, Triple Count, Oh My!

Speakers: Bethany Hearn, Josh Shilts
11:40 AM – 12:55 PM PST

FVC2259. From expert witness to litigation consultant: the new role of the forensic accountant in 21st century litigation

Speakers: David Debenham