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Monday, November 6, 2023

7:00 AM – 8:00 AM PST

Continental Breakfast and Vendor Display

7:00 AM – 5:30 PM PST

Registration Open

8:00 AM – 9:25 AM PST

FVC2301. Artificial Intelligence Amplified: Unleashing Hidden Value for Privately Held Companies

Speakers: Chris Volz, Mark Stevens
8:00 AM – 9:25 AM PST

FVC2302. Accountants on the Wrong Side and Accountants on the Right Side of Criminal Prosecutions

Speakers: Aaron Arnzen
9:25 AM – 9:50 AM PST

Networking Break and Exhibits

9:50 AM – 11:05 AM PST

FVC2303. Closing thoughts on the Business Combinations Guide

Speakers: Adam Smith, Mark Edwards, Gary Roland
9:50 AM – 11:05 AM PST

FVC2304. Update on Recent Valuation Cases

Speakers: David Consigli, Natalya Abdrasilova
9:50 AM – 11:05 AM PST

FVC2305. Into the Ether and Back Again: Tracing Cryptocurrency in Money Laundering

Speakers: Thomas Regan, Denise Harding
9:50 AM – 11:05 AM PST

FVC2306. Crypto Sleuthing for Forensic Accountants 201

Speakers: Brian Koechner
9:50 AM – 11:05 AM PST

FVC2307. Which Hat Am I Wearing - The Psychology of Client Management

Speakers: Jolene Fraser, Hubert Klein
11:05 AM – 11:30 AM PST

Networking Break and Exhibits

11:30 AM – 12:45 PM PST

FVC2308. Supporting Company Specific Risk and Reconciliation under ASC 805

Speakers: Ross McSwain, Charles Gallman, Maryellen Galuchie
11:30 AM – 12:45 PM PST

FVC2309. Insights and Strategies to Navigate Common Issues in Business Valuation (repeated in #FVC2340)

Speakers: Paris Powell, Andrew Baum, Jessica Landay, Asif Charania
11:30 AM – 12:45 PM PST

FVC2310. Preparing for Tomorrow’s Workforce

Speakers: Charles Wilhoite, Brenda Wamala, Rumbi Petrozzello, Kirstine Fors, Karolina Calhoun
11:30 AM – 12:45 PM PST

FVC2311. Start Your Forensic Accounting Practice With Confidence

Speakers: Frank Previti, Jennifer Oyadomari, Jordan Graves, Kenneth Rugeti
11:30 AM – 12:45 PM PST

FVC2312. Best Practices for Preventing Business Valuation, Forensic, and Litigation Support Claims

Speakers: Duncan Will
12:45 PM – 1:45 PM PST

Luncheon

1:45 PM – 3:00 PM PST

FVC2313. Employee Stock Option Plans - What Are They, How They Work, and Why You Should Care

Speakers: Greg Weiss
1:45 PM – 3:00 PM PST

FVC2314. Compliance Valuations and IRS's New $80 Billion Army

Speakers: Michael Gregory
1:45 PM – 3:00 PM PST

FVC2315. Data Modeling Made Easy: Supercharge Your Excel Spreadsheets

Speakers: Adam Karasick, Travis Armstrong
1:45 PM – 3:00 PM PST

FVC2316. Shining a light on the dark side of ESG reporting and practices

Speakers: Becky Seidler, Tony Lam
1:45 PM – 3:00 PM PST

FVC2317. Improving the Presentation of Expert Opinions at Trial

Speakers: David Sugden, Kenneth Rugeti
3:00 PM – 3:25 PM PST

Networking Break and Exhibits

3:25 PM – 4:15 PM PST

FVC2318. Current Trends in Portfolio Valuation

Speakers: Sumeet Bhatnagar, Antonella Puca
3:25 PM – 4:15 PM PST

FVC2319. Keeping Reasonable Compensation Reasonable

Speakers: Jordan Graves, Jessica Landay
3:25 PM – 4:15 PM PST

FVC2320. Identifying and Mitigating ESG-related Litigation and Enforcement Risk and Exposure

Speakers: Beth Jones, Tara Giunta
3:25 PM – 4:15 PM PST

FVC2321. Waste Not, Want Not?

Speakers: Jenny Allen, Karolina Calhoun
3:25 PM – 4:15 PM PST

FVC2322. Proposed Amendments to Federal Rules of Evidence 702 and its Potential Impacts on the Admissibility of Expert Testimony

Speakers: Adam Rabinowitz
4:15 PM – 5:15 PM PST

Reception & Exhibits

Tuesday, November 7, 2023

6:30 AM – 8:00 AM PST

Continental Breakfast and Exhibits

6:30 AM – 5:30 PM PST

Registration Open

8:00 AM – 9:15 AM PST

FVC2323. FVS Forum

Speakers: Austin Lee, Maryellen Galuchie, Lynda Schwartz, Bethany Hearn, Kenneth Rugeti
9:15 AM – 9:40 AM PST

Networking Break and Exhibits

9:40 AM – 11:15 AM PST

FVC2324. Awards Presentation (Standing Ovation and Volunteer of the Year) and Opening Remarks| KEYNOTE: Reset Moments: Empowering Success

Speakers: Penny Zenker
11:40 AM – 12:30 PM PST

FVC2325. Hybrid Method and common 409A valuation pitfalls

Speakers: Jared Hannon, Oksana Westerbeke
11:40 AM – 12:30 PM PST

FVC2326. The New Normal: Cost of Capital in a Higher Interest Rate Environment

Speakers: Jim Harrington, Carla Nunes
11:40 AM – 12:30 PM PST

FVC2327. Leveraging the new Fraud Risk Management Guide in your Practice

Speakers: Lynda Schwartz, Jonathan Marks
11:40 AM – 12:30 PM PST

FVC2328. What’s the cause?

Speakers: Greg Weiss
11:40 AM – 12:30 PM PST

FVC2329. Data Visualization Made Easy: Unlocking Your Inner Artist

Speakers: Adam Karasick
12:30 PM – 1:30 PM PST

Luncheon

1:30 PM – 2:45 PM PST

FVC2330. Goodwill Impairment Testing – Challenges in a Volatile Market

Speakers: Ross McSwain, Charles Gallman
1:30 PM – 2:45 PM PST

FVC2331. Regulatory Insights into the Valuation Industry

Speakers: Adam Smith, Carla Nunes, Scott Taub
1:30 PM – 2:45 PM PST

FVC2332. Litigation Talk Series - When Key Information or Data is Not Available (continued in #FVC2337)

Speakers: Nick Landera, Nicole Lovelock, Jolene Fraser, Travis Armstrong
1:30 PM – 2:45 PM PST

FVC2333. A Case Study in How to Avoid Speculative Damages Models Involving Complex Contracts

Speakers: Dirk Paloutzian, Stuart Harden
1:30 PM – 2:45 PM PST

FVC2334. Aligning Your Damage Calculation to the Claims for Relief

Speakers: Greg Regan, David Sugden
2:45 PM – 3:10 PM PST

Networking Break and Exhibits

3:10 PM – 4:25 PM PST

FVC2335. Project Finance and International Trade Valuation & Advisory: Essentials, Trends and How it Compares and Contrasts with Private Equity

Speakers: Justin Kuczmarski
3:10 PM – 4:25 PM PST

FVC2336. Dealing with Real Estate in Valuation of Operating Entities and Real estate Holding Companies

Speakers: Chris Volz, Lisa Cribben
3:10 PM – 4:25 PM PST

FVC2337. Litigation Talk Series - How to Handle Surprise or Contradictory Data or Information in Deposition or Trial - (continuation of #FVC2332)

Speakers: Erika Turner, Adam Rabinowitz, Jolene Fraser, Elizabeth Dean
3:10 PM – 4:25 PM PST

FVC2338. The Use and Impact of Forensic Accounting on Guidelines Income for Family Law / Matrimonial Disputes

Speakers: Jean-Charles Plante
3:10 PM – 4:25 PM PST

FVC2339. Shoot the Moon: When Fraud Kills Your Company – Chapter 11 Turnaround & Restructuring Uncovers Fraud Resulting in Failed Franchisee and Jail Time for Owner

Speakers: Jerry Foster

Wednesday, November 8, 2023

6:30 AM – 8:00 AM PST

Continental Breakfast and Exhibits

6:30 AM – 1:00 PM PST

Registration Open

7:00 AM – 8:15 AM PST

FVC2340. Insights and Strategies to Navigate Common Issues in Business Valuation (repeat of #FVC2309)

Speakers: Jordan Graves, Monica Caswell, Jessica Landay, Ethan Lee
7:00 AM – 8:15 AM PST

FVC2341. Valuation of private company SAFEs, convertible debt, and embedded derivatives

Speakers: Jared Hannon, Oksana Westerbeke
7:00 AM – 8:15 AM PST

FVC2342. Through the Looking Glass: Protecting Yourself While Conducting Internet-Based Investigations

Speakers: Ryan Duquette
7:00 AM – 8:15 AM PST

FVC2343. Criminal Tax Investigations: How CPAs Bring Value to Defense Attorneys

Speakers: Robert Nordlander
8:15 AM – 8:40 AM PST

Networking Break and Exhibits

8:40 AM – 9:55 AM PST

FVC2344. Valuing Complex Structures

Speakers: Jared Hannon, Oksana Westerbeke
8:40 AM – 9:55 AM PST

FVC2345. Valuations for Gift and Estate Taxes: Review and Best Practices

Speakers: Natalya Abdrasilova, Brian Burns
8:40 AM – 9:55 AM PST

FVC2346. Cryptocurrencies and Crypto Companies: Regulatory Update and Valuation Challenges

Speakers: Jay Baris, David Konop, Antonella Puca
8:40 AM – 9:55 AM PST

FVC2347. High Times for CPAs? – the need for forensic accounting services in the budding Cannabis Industry

Speakers: Clay Kniepmann, Howard Silverstone
10:10 AM – 11:25 AM PST

FVC2348. Value drivers, rules of thumb, and why there are different considerations for certain industries (healthcare, banking, dealerships, construction)

Speakers: Lisa Cribben, Brian Burns
10:10 AM – 11:25 AM PST

FVC2349. Trade Names, Brands and Trademarks – Valuation of intangibles

Speakers: Paul Mandel
10:10 AM – 11:25 AM PST

FVC2350. The Forensic Accountant's Role in M&A Disputes

Speakers: Josh Epstein
10:10 AM – 11:25 AM PST

FVC2351. Unlocking the Secrets: Analyzing Financial Statements of Bankrupt Companies

Speakers: Veronica Williams, Suzanne Thompson, Elizabeth Dean
10:10 AM – 11:25 AM PST

FVC2352. 2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond

Speakers: Ronald Seigneur
11:40 AM – 12:55 PM PST

FVC2353. Valuation Fundamentals for Software Companies

Speakers: Ross McSwain, Charles Gallman
11:40 AM – 12:55 PM PST

FVC2354. Primer on Valuing Non-Controlling interest (Minority Interest)

Speakers: Hubert Klein
11:40 AM – 12:55 PM PST

FVC2355. Methods for Quantifying Monetary Damages in Misappropria

Speakers: Shawn Fox, Olivia Bedi
11:40 AM – 12:55 PM PST

FVC2356. Forensic Practitioners in Arbitration: Witnesses, Consultants and Neutrals

Speakers: Lynda Schwartz, James Agar