< PreviousBusiness V aluation and Financial Litigation Super Confer ence 10 Concurrent Training Courses Business Valuation Certification and Training Center Certified Valuation Analyst® (CVA®) Proctored Exam Monday, June 15–Saturday, June 20 (see page 16) Foundations of Financial Forensics Workshop Master Analyst in Financial Forensics® (MAFF®) Proctored Exam Monday, June 15–Saturday, June 20 (see page 16) Drive Growth—The Business Advisor Boot Camp Monday, June 15–Tuesday, June 16 (see page 17) Expert Witness Boot Camp Monday, June 15–Wednesday, June 17 (see page 17) Courtroom Boot Camp for Attorneys Monday, June 15–Wednesday, June 17 (see page 17) Seminar Cancelations: Cancelations received in writing two weeks prior to the first day of the training event will be eligible for a prompt refund, less an administration fee per the following schedule: • $20 administration fee for cancelation of training events with a registration cost of $299 or less • $100 administration fee for cancelation of training events with a registration cost of $300 or more • $150 administration fee for cancelation of the NACVA and the CTI’s Business Valuation and Financial Litigation Super Conference If requesting a refund, any credit vouchers and/or Pacesetter® Points applied to the original purchase will be forfeited. Credit requests for training event cancelations are not subject to an administration fee. If requesting a Credit, any gift/credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. Credits expire five years from the date issued. Cancelations received less than two weeks prior to the first day of the scheduled event (and no-shows) may be issued a Credit, if requested in writing, for the amount paid. Such Credit requests must be made in writing no later than 90 days after the event, after which, the Credit is forfeited. Credits may be used toward a CTI training event, conference, self-study course, or product sold by NACVA/CTI. Training events may be rescheduled up to two times with no charge. Training events rescheduled more than two times will be subject to a $75 rescheduling fee each time thereafter. There are no exceptions to this policy. Business Valuation Healthcare Financial Reporting Exit Planning/ Mergers & Acquisitions Financial Litigation/ Expert Witness Practice Management Saturday, June 20, 2020 CTI Instructor and Topic Policy CTI reserves the right to cancel or replace topics and/or presenters if circumstances require. Broadcast Live I Broadcast Live via YouTube (No CPE) (Sessions included with registration) 6:30–8:00 a.m.C ONTINENT AL BREAKF AST 7:00–7:50 a.m. 1 Hr CPE Around the Valuation World Morning Show Around the Valuation World Correspondents SESSION TRACKS Track One (Co-Sponsored by ValuSource) Track Two Track Three (Co-Sponsored by Courtroom Boot Camp) Proctored Exams Databases and Software Tips and TricksBusiness Applications, Communication, and Practice Management Certified Valuation Analyst ® (CVA ®) Master Analyst in Financial Forensics ® (MAFF ®) 8:00–8:50 a.m. 1 Hr CPE Damages Advocate—Creating Better Personal Injury, Wrongful Death, and Employment Law Damage Calculations in Less Time Jeff Harwell Build the Never Ending Pipeline—How to Consistently Bring New Opportunities into Your Firm Greg Chambers Storytelling for Expert Witnesses Michael Kaplan, Jesse Wilson 8:50–9:05 a.m. BE VERA GE REFRESH 9:05–10:45 a.m. 2 Hrs CPE Learn to Effectively Use KeyValueData's 21 Databases to Find the Data You Need, Analyze It, and Incorporate It Into Your Valuation Report Dave Miles Information Forthcoming Storytelling for Expert Witnesses (continued) 10:45–11:00 a.m. BE VERA GE REFRESH 11:00 a.m.–12:45 p.m. 2 Hrs CPE BVM Pro—Using Valuation Software to Perform Better Valuations in Less Time Dave Miles So You Think You Can Write—A Practical Guide to Creating Reports And Other Business Communication Nancy McCarthy Storytelling for Expert Witnesses (continued) 12:45 p.m. C ONFERENCE C ONCL UDESAround the Valuation World® Morning Show Around the Valuation World Correspondents: Gregory Caruso (Editor in Chief) Janae Castell James Ewart Melissa Gragg Brien Jones (Assistant Editor) Ed Mofrad Kim Tavares Stephen White Thursday, June 18 7:00–7:50 a.m. Highlights from the 2020 Current Update in Valuations Symposium and Industry Standards and Ethics Friday, June 19 7:00–7:50 a.m. Highlights from Day One (Thursday, June 18) of the 2020 Business Valuation and Financial Litigation Super Conference Saturday, June 20 7:00–7:50 a.m. Highlights from Day Two (Friday, June 19) of the 2020 Business Valuation and Financial Litigation Super Conference Presented in a one-hour format, this session will be held each morning of the Super Conference from Thursday through Saturday, and you will earn valuable CPE (no CPE for YouTube broadcast, but CPE included with online Super Conference registration). These sessions will be conducted by subject matter experts who summarize the training tracks and sessions from the previous day to keep you current on all the Super Conference happenings. It’s impossible to be at every session; Around the Valuation World is a great way to catch up on what you might have missed. Broadcast Live Business V aluation and Financial Litigation Super Confer ence11Business V aluation and Financial Litigation Super Confer ence12 12 Philadelphia Dine-Arounds Thursday, June 18 | 6:00–11:00 p.m. Friday, June 19 | 6:00–11:00 p.m. After a full day of Super Conference attendance, meet up with other attendees while discovering some of the wonderful cuisine Philadelphia has to offer. More information will be available as the Super Conference approaches. Brotherly Love Reception and Exhibits Wednesday, June 17 | 5:15 p.m.–6:15 p.m. Join us in the historic Millennium Hall for a not-to-be-missed kick off to the Super Conference. This Philadelphia inspired reception will feature hors d’oeuvres, bar drinks, entertainment, and an opportunity to network with Super Conference attendees and exhibitors—the perfect way to kick off the business valuation and financial litigation industry’s first major conference of the year. Rocky Balboa 5K Run Thursday, June 18 | Begins at 6:00 a.m. Meet in Loews Hotel Lobby Runners and walkers of all skill levels are invited to participate in this free event. The route will begin at the Loews Hotel and will take you to the Rocky Balboa statue next to the Philadelphia Art Museum then back to the hotel to complete the 5K. You can sign up at the registration desk or join the group Thursday morning. Networking Luncheons and Exhibits Thursday, June 18 | 11:50 a.m.–12:50 p.m. Friday, June 19 | 11:50 a.m.–12:50 p.m. Past Super Conference attendees cite the exhibits as one of their Super Conference highlights. Network and meet face-to-face with the providers of the industry’s latest tools and resources. Super Conference Networking Events (all networking events included with registration)Business V aluation and Financial Litigation Super Confer ence 13 Meet, Greet, and Catch Some Fish! Tuesday, June 16 Co-Sponsored by ValuSource Need a fly-fishing break between the office and the Super Conference? Join us in Philadelphia for an opportunity to network and go fly-fishing! This half- day fly-fishing adventure is Tuesday morning, June 16, where you will be accompanied by professional local fly-fishing guides. We have the gear and the tackle, just bring yourself. ValuSource is subsidizing the trip (some of the cost, including transportation both ways, and lunch); you pay only $95.00 for the trip and $26.90 for your Pennsylvania State fishing license. Space is limited so reserve your spot early. All the information is available at Take Me Out to the Ballgame! Wednesday, June 17 | $20/ticket 7:00 p.m. Game Time | Citizens Bank Park Philadelphia Phillies vs. Miami Marlins An Evening at the Museum Wednesday, June 17 | $33/ticket 7:00 p.m. Guided Tour | Philadelphia Art Museum Come and enjoy a summer pastime of baseball in the park. The smell of hot dogs, the sounds of cheering from fans—Citizens Bank Park has been rated as one of the top concessions in Major League Baseball. Enjoy the comradery of your fellow Super Conference attendees up in the cheap seats, and make some lasting friendships. Transportation to and from the ball park is on-own. A world-renowned collection. A landmark building. Join us for a private docent led tour of this fine museum, and get to know why it is called the Pride of Philadelphia. The best collection of Rodin’s sculptures in the U.S. Superb Impressionist and Post-Impressionist paintings, including Paul Cézanne’s The Large Bathers, Vincent van Gogh’s Sunflowers, and important paintings by Édouard Manet, Claude Monet, Pierre-Auguste Renoir, Camille Pissarro, and Edgar Degas. Transportation to and from the museum is on-own. Experience Philadelphia!Now What? You’ve earned a valuation or financial litigation credential... You ask the tough questions. Industry titan, Jim Hitchner, will moderate a panel of our Super Conference faculty who will provide solid answers. In this lively and interactive discussion, the profession’s leading experts and emerging leaders will share their insights and practical guidance on a range of topics, including: the current issues surrounding discount rates and growth rates, malpractice litigation, professional standards, DLOMs, control premiums, minority discounts, how to excel in financial litigation and expert witnessing, emerging industries, best practices and common mistakes to avoid, generational differences in the workplace, and much more. Receive cutting-edge information on an array of topics and walk away with answers to your burning questions. Go to submit questions for the panel. Solid Answers to Your Tough Questions (included with registration) Thursday, June 18 Friday, June 19 5:10 p.m.–6:00 p.m. (Jim Hitchner and Panelists) Hardball with Hitchner Broadcast Live Business V aluation and Financial Litigation Super Confer ence 14 NACVA’s New Member Network™ (NMN) provides the forum for newly minted credentialed members and experienced practitioners to share experiences and challenges, exchange ideas and best practices, and build long-lasting professional relationships. Sessions to Build Your Skills and Confidence Current Update in Valuations (CUV) Pre- Conference Symposium: Wednesday, June 17 (Additional Registration Fee Required) Industry Standards and Ethics: Wednesday, June 17 (Additional Registration Fee Required) Business Valuation Report Peer Review—Case Analysis in Person (CAP): Wednesday, June 17 (Additional Registration Fee Required) Hardball with Hitchner— Solid Answers to Your Tough Questions: Thursday, June 18 and Friday, June 19 A New Way of Thinking, A New Path to Growth— Building Your Business in the New Decade Thursday, June 18 NextGen Practitioners—The Future if Here Thursday, June 18 Normalizing Owner Compensation with RCReports Demonstration Thursday, June 18 Tax Calculations and Adjustments for BV—A Critical Skill for CPAs and Non-CPAs Thursday, June 18 Becoming a Strategic Growth Consultant Friday, June 19 Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation Friday, June 19 Role of Financial Litigation Consultants in Class Certification Friday, June 19 Valuation of C Corps and Pass-Through Entities Under the TCJA Friday, June 19 Your Report Meets Spec— That's a Problem for Your Pricing Friday, June 19 So You Think You Can Write—A Practical Guide to Creating Reports And Other Business Communication Saturday, June 20 Expand Your Network Mentor and Mingle: We have planned several Philadelphia themed events for first-time attendees, new, and longtime members to establish friendships and rekindle old ones. See pages 12 and 13 for details and associated costs.Business V aluation and Financial Litigation Super Confer ence 15 NACVA Recertification Courses These courses qualify for 12 bonus points toward NACVA- credentialed member recertification, in addition to course CPE. Current Update in Valuations (CUV) Pre-Conference Symposium Join this symposium of the finest subject matter experts as they collaborate to deliver training and tools that will assist you in producing a strong, defensible work product that will lead to increased confidence in your opinions. It promotes active discussion between the instructors and attendees encompassing a wide range of topics, including: practice development, financial statement analysis, cost of capital, valuation approaches, discounts and premiums, federal and state case law, an update on industry and professional standards, calculation and conclusion of value, roles valuators play, and valuation report analysis. Additional Registration Fee—Members: $585/Non-Members: $650. Early registration or multiple-attendee discounts do not apply. To learn more, CUV is available either live or as a live online broadcast! Wednesday, June 17 Broadcast Live 8:30 a.m.–5:15 p.m. Business Valuation Business Valuation Report Peer Review—Case Analysis in Person (CAP) Wednesday, June 17 6:30 a.m.–8:15 a.m. Business Valuation Knowledge is acquired in three ways: education, experience, and interaction. Attendees in this course are on pre-assigned round tables to review and discuss actual valuations. Through this process, you will learn from others’ experience and group interaction. Attendees are given a report before the course that must be reviewed prior. Additional Registration Fee—Members: $225/ Non-Members: $250. Early registration or multiple-attendee discounts do not apply. To learn more, visit Recent developments within the professional organizations are moving toward the harmonization of industry standards. Senior representatives from the valuation industry will discuss the standards impacting the profession, including: NACVA, IBA, ASA, AICPA, and USPAP. Additional Registration Fee—Members: $225/Non-Members: $250. Early registration or multiple-attendee discounts do not apply. To learn more, Industry Standards and Ethics Wednesday, June 17 Broadcast Live 6:30 a.m.–8:15 a.m. Business Valuation Industry Standards and Ethics is available either live or as a live online broadcast!June 15–20, 8:00 a.m.–5:30 p.m. Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours) The Business Valuation Certification and Training Center (BVTC) is offered via live-classroom instruction in cities throughout the U.S. and internationally, and is also available through live/online webcasts and self-study. The training delivers the most comprehensive and complete foundational training teaching to the international body of knowledge on how to value private business enterprises and prepares attendees to pass any business valuation certification exam offered in the profession: n Business valuation methodologies, approaches, and case studies n Professional standards and ethics n Specialty areas of valuation practice Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients. What You Will Cover n Days 1 and 2: Business Valuations—Fundamentals, Techniques & Theory n Day 3: Business Valuations— Applications and Calculations of the Income and Asset Approaches n Day 4: The Market Approach— Exploring the Price Component n Day 5 A.M.: Valuation in Action—Case Studies: Applying the Principles and Techniques n Day 5 P.M.: Exam Preparation— CVA Proctored Exam and Peer Reviewed Business Valuation Report (Case Study) n Day 6: CVA Online Proctored Exam Foundations of Financial Forensics Workshop To learn more, June 15–20, 8:30 a.m.–5:15 p.m. Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours) Make the Statement That When it Comes to Financial Litigation, You Are the “Master” of the Field The highest growth areas in financial litigation are subject to their own variables that define the financial litigation consultant’s role in the matter and the scope of analysis. Command of these fundamental concepts are key to producing credible financial litigation support services that will withstand the challenges of the litigation environment. The Foundations of Financial Forensics Workshop teaches to the body of knowledge for financial litigation, and prepares attendees to pass the Master Analyst in Financial Forensics® (MAFF®) proctored exam. What You Will Cover n Day 1: Professional Responsibilities and the Legal Environment n Day 2: Damages Analysis and Measurement—Commercial, Personal, and Intellectual Property n Day 3: Matrimonial Litigation and Business Valuation in Litigation n Day 4: Business Fraud, Deterrence, and Financial Statement Misrepresentations n Day 5: Bankruptcy, Insolvency, and Restructuring n On-Demand Webinar: Computer Forensics n Day 6: MAFF Proctored Exam Additional Registration Fee—Members: $3,250/Non-Members: $3,575 for five-day workshop and MAFF certification exam package. Workshop can also be purchased without MAFF certification exam. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. Business V aluation and Financial Litigation Super Confer ence 16 Concurrent Training Courses Business Valuation Certification and Training Center To learn more, visit Early Registration Discounts Register and pay by April 30, 2020, and receive a 10% discount. Register and pay by May 31, 2020, and receive a 5% discount. Non-Member Package Pricing (10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.) CPE: 45 Hrs Price: $3,895 Package (five-day training [Mon–Fri]; and CVA proctored exam [Sat]) Package Includes: n Five Days of Training: Theory and Practice n CVA Certification Exam n First-year NACVA Practitioner Membership n Essentials of Business Valuations Webinar Series (10 Hrs CPE) n CVA Exam Q&A Study Guide (including domestic shipping) n Online CVA Case Study Report Writing Clinic (7 Hrs CPE) n Case Study Research Package n Data and Software Trial SubscriptionsBusiness V aluation and Financial Litigation Super Confer ence 17 Drive Growth—The Business Advisor Boot Camp To learn more, The boot camp is available either live or as a live online broadcast! June 15–16, 8:30 a.m.–5:15 p.m. The Business Advisor Boot Camp is a two-day Executive MBA-style course that focuses on using CoreValue® Advisor Software to find, win, and deliver client engagements. Using a professional services firm case study, you will learn about analyzing your client company's strengths and weaknesses, the relationship between operational excellence and equity value, neutralizing the bottlenecks to growth, strategic planning engagements, and marketing your services. Additional Registration Fee—Members: $1,170/Non-Members: $1,300. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. Courtroom Boot Camp for Attorneys To learn more, June 15–17, 8:30 a.m.–5:15 p.m. The Truth, the Whole Truth, and Nothing But Persuasion™ The Courtroom Boot Camp for Attorneys is an intensive three-day program for attorneys who present and cross- examine expert witnesses. We focus upon the opposing expert, exploring ways to attack an expert’s credibility through challenge of credentials, assumptions, and foundation. The boot camp will culminate with live mock trial segments, during which, each attorney will have the opportunity to present and cross-examine experienced experts. After the testimony has concluded, our seasoned faculty members will provide a positive and constructive critique of each expert. Additional Registration Fee—Members: $1,755/Non-Members: $1,950. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. Expert Witness Boot Camp To learn more, June 15–17, 8:30 a.m.–5:15 p.m. The Truth, the Whole Truth, and Nothing But Persuasion™ Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony or family law issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The boot camp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand. Additional Registration Fee—Members: $1,755/Non-Members: $1,950. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. Live Classroom Training Schedule Salt Lake City, UT Jan. 27–Feb. 1 Business Valuation Certification and Training Center Philadelphia, PA June 15–20 Business Valuation Certification and Training Center June 15–20 Foundations of Financial Forensics Workshop June 15–16 Drive Growth—The Business Advisor Boot Camp June 15–17 Expert Witness Boot Camp June 15–17 Courtroom Boot Camp for Attorneys June 17 Case Analysis in Person June 17 Industry Standards and Ethics June 17 Current Update in Valuations Symposium June 18–20 Business Valuation and Financial Litigation Super Conference Chicago, IL August 24–29 Business Valuation Certification and Training Center August 24–29 Foundations of Financial Forensics Workshop August 28 Business Valuation for Attorneys August 28 Business Damages for Attorneys Salt Lake City, UT October 5–10 Business Valuation Certification and Training Center New Orleans, LA October 26–31 Financial Consultants’ Accelerated Training Institute October 26–31 Business Valuation Certification and Training Center October 26 Business Valuation for Attorneys October 26 Business Damages for Attorneys October 26 Litigation Report Writing Workshop October 26 Current Update in Valuations October 27–28 Four Pillars of Healthcare Valuation October 27–29 Expert Witness Boot Camp October 27–29 Courtroom Boot Camp for Attorneys October 27–30 Forensic Accounting Academy© San Diego, CA November 16–21 Financial Consultants’ Accelerated Training Institute November 16–21 Business Valuation Certification and Training Center November 16 Current Update in Valuations November 16–18 Transaction Advisory Services (TAS) Workshop November 16–18 Expert Witness Boot Camp November 16–18 Courtroom Boot Camp for Attorneys November 17–18 Advanced Valuation: Applications and Models Workshop November 17–19 Intermediate Business Valuation Training Center November 19 Discounts for Lack of Marketability (DLOM) Workshop November 19–20 Report Writing: Review and Analysis November 19–20 Drive Growth—The Business Advisor Boot Camp November 19–20 Storytelling for Expert Witnesses Ft. Lauderdale, FL December 7–12 Business Valuation Certification and Training Center December 7–12 Foundations of Financial Forensics Workshop December 7 Current Update in Valuations December 7 Litigation Report Writing Workshop December 7–9 Transaction Advisory Services (TAS) Workshop December 8–9 Financial Valuation SuperConference December 8–9 Advanced Valuation: Applications and Models Workshop December 8–9 Report Writing: Review and Analysis December 8–10 Intermediate Business Valuation Training Center December 8–10 Expert Witness Boot Camp December 8–10 Courtroom Boot Camp for Attorneys December 10 Discounts for Lack of Marketability (DLOM) Workshop December 10–11 Drive Growth—The Business Advisor Boot Camp December 11 Business Valuation for Attorneys December 11 Business Damages for Attorneys Salt Lake City, UT January 25–30, 2021 Business Valuation Certification and Training Center 2020–2021 Certification and Training Schedule Business V aluation and Financial Litigation Super Confer ence 18 February 24–28 Bankruptcy, Insolvency, and Restructuring Business Valuation in Litigation August 10–14, 2020 Business and Intellectual Property Damages April 27–May 1 Commercial Damages and Lost Profits February 10–14, 2020 February 24–28 May 18–22 August 24–28 November 16–20 December 14–18 Build a Thriving Business Consulting Practice Advanced Valuation: Applications and Models Workshop November 17–18 December 8–9 March 23–27 May 4–8 July 13–17 July 27–31 August 10–14 September 21–25 November 9–13 March 22–26, 2021 May 3–7, 2021 Business Valuation Certification and Training Center Business Interruptions and Lost Profits August 3–7October 26–31 Online Training ScheduleEarly registration discounts available. Discounts may not apply to all training programs. Dates and locations are subject to change. Business V aluation and Financial Litigation Super Confer ence19 Broadcast from a live training event. Matrimonial Litigation January 27–31July 20–24 Essentials of Financial Litigation March 16–20 June 8–12 August 17–21 October 19–23 Introduction to Business Valuation January 16 April 30 July 16 October 15 Introduction to Financial Litigation January 16 April 30 July 16 October 15 Intermediate Business Valuation Training Center November 17–19 January 6–10 June 22–26 August 24–28 October 19–23 Essentials of Business Valuations June 15–16 November 19–20 December 10–11 Drive Growth—The Business Advisor Boot Camp Conferences Business Valuation and Financial Litigation Super Conference June 18–20 Financial Valuation SuperConference December 8–9 November 19 December 10 Discounts for Lack of Marketability (DLOM) Workshop March 23–27 July 27–3 September 21–25 November 9–13 March 22–26, 2021 Foundations of Financial Forensics Workshop March 4–6 Forensic Accounting for Commercial Damages and Lost Profits August 5–7 Forensic Accounting for Matrimonial Litigation February 19–21 Forensic Accounting for Personal Injury and Wrongful Death April 22–24 Forensic Accounting for Bankruptcy, Insolvency, and Restructuring Forensic Accounting for Business Valuation September 16–18November 11–13 Introduction to CoreValue January 10 March 13 May 8 July 10 September 11 November 13 December 11 Better Financial Statement Benchmarking with RMA Valuation Edition October 16 December 18 BVM Pro Tips and Tricks: Creating Better Valuations in Less Time January 17 January 15, 2021 Comparable Market Data Source Tips and Tricks: ValuSource Market Comps, ValuSource M&A Comps, and Guideline Public Company February 21 September 18 February 19, 2021 Damages Advocate Tips and Tricks: Creating Better Personal Injury, Wrongful Death, and Employment Law Damages Calculations in Less Time March 20 August 21 March 19, 2021 Duff & Phelps Navigator Best Practices November 20 Pluris DLOM Tips and Tricks: Creating Better Marketability Discounts May 15 May 21, 2021 Titanium Subscription Tips and Tricks: 20 Valuation Databases and Resources in 60 Minutes July 17 Software and Database Webinars Next >