Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference.  Their conversation covers complex topics including:

• Understanding projected financial information (PFI)
• Quantifying company specific risk premium
• Reconciling WACC, WARA and IRR
• Complying with disclosure requirements and
• Learning the story behind the numbers.

Guests: 
Charles Gallman, CPS/ABV, Managing Director, Advisory Services, Grant Thornton
Ross McSwain, ABV, Sr. Manager, Advisory Services, Grant Thornton

Host: 
Nene Glenn Gianfala, CPA/ABV, Vice President – Valuation Advisory Group, Chafe & Associates

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX

To register click here  Attend in person or virtually

• AICPA members qualify for a $450 discount
• FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount
• Group discounts are available for as few as 2 people

Exclusive content included in FVS Section membership:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

Valuations for Financial Reporting Toolkit - A resource for professionals who prepare valuations for financial reporting purposes
This toolkit provides a place to quickly locate many of the important resources that may be useful when preparing valuations for financial reporting purposes. It is an essential guide that will allow you to increase the efficiency of your financial reporting and valuation practice including links to: 

• AICPA publications, articles, podcasts, and more. 
• Standards issued by different standard-setting bodies that relate to business valuation

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. 
Here's what's in store: 

• Keynote speech by Rebecca Ryan, a futurist and economic expert
• Litigation Talk Series on courtroom perspectives and Daubert challenges
• AI sessions on practical applications and best practices for valuation and forensic work
• Micro sessions on various topics, offering bonus CPE and quick insights
• Beginner sessions on hot fraud topics, shareholder disputes, and more

Guests:
Brian Burns, CPA/ABV/CFF, Partner Forvis Mazars LLP 
Jolene Fraser, CPA/CFF, Managing Director, Eisner Advisory Group LLC 
Host: Frank Previti, CPA/CFF, Partner, DiSanto Priest & Co.

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Links to register for training Oct 27-30 in Dallas:

2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30, Dallas, TX.  To register.  Early bird discounts are available through Sept 13.  

• Attend in person or virtually
• AICPA members qualify for a $450 discount 
• FVS Section members, ABV, CFF, and CVFI credential holders qualify for a $550 discount
• Group discounts are available for as few as 2 people

The AICPA-CIMA Expert Witness Skills Workshop, Oct 28-30, Dallas TX.  Registration is in-person only and limited to 19 seats! Register by Sept 4 to pace your pre-workshop preparation. Participate in either the Economic Damages or Business Valuation Workgroup

Pre-conference workshops - in-person only

Workshop A: Legal Systems, Courts & Dispute Resolution
Sunday, October 27 – 8:00 am – 12:00 pm CT
3.5 CPE Credits

Workshop B: Laws, Regulations & Guidance
https://www.aicpa-cima.com/cpe-learning/conference/laws-regulations-guidance
Sunday, October 27 – 1:00 – 5:00  pm CT
3.5 CPE Credits

Workshop C: Understanding Fair Value Accounting
Sunday, October 27 – 9:00 – 4:30 pm CT
7 CPE Credits

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics and business valuation services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content,

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't miss this opportunity to learn how to recognize, apply, and distinguish between sources for reasonable compensation. 

Guests:

• Jessica Landay, ABV, ASA, CVA, MAFF, Harper Hofer & Associates, LLC Partner
• Jordan Graves, CPA/ABV, CFF Cooper Norman CPA's Principal

Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links.

FVS Section members can access the FVS Online Library that is part of their benefits:  A CPA’s Guide to Family Law Services, Chapter 6 Business Valuation 

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Get set for the first of a series of episodes highlighting opportunities for FVS practitioners in bankruptcy, Ken and Josh “sit” to discuss some of the tenets of his practice.  Ken tells us about the types of bankruptcy (Chapter 7, Chapter 11, etc.) as well as the services that FVS practitioners can provide. We also hear about the types of clients (i.e. attorneys, debtors, creditor committees, etc.) as well as best practices advice from Ken on managing a bankruptcy practice. 

Guest:  Kenneth DeGraw, CPA/CFF, CFE, CFP, Partner, Forensic & Valuation Services, Withum
Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links.

Related podcast episodes

• Learn how fraud and valuation matters are handled during bankruptcy, 6/4/2021
• Bankruptcy in a post-COVID world, 9/2/2021    

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

• Frequently asked questions when providing bankruptcy services
• Providing Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in Bankruptcy
• Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy
• Bankruptcy at a glance: chapter 7
• Bankruptcy at a glance: chapter 11
• Bankruptcy at a glance: chapter 11, subchapter V 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as:

• Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value
• Tax consequences due to built-in capital gains
• The nature of right-of-use assets and liabilities

Guests:  
Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Hawkins Ash CPA 
Chris Volz, CPA/ABV/CFF, ASA, Partner, Wipfli LLP 

Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

An FVS Podcast episode on multi-disciplinary valuations

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Once a Ponzi scheme has been exposed as a financial fraud, a forensic accountant’s skills are instrumental in the investigation of the fraud and assessment of damages.  The Eye on Fraud authors, Rumbi and Kathy, share:

• What is a Ponzi scheme vs. a pyramid scheme vs. multi-level marketing
• How and why Ponzi schemes draw in victims
• Ponzi scheme red flags 

Guests:  
Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, Head of Strategy, Consulting, Seramount
Kathy Bazoian Phelps, Esq. Partner, Raines Feldman Littrell LLP

Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean Dorton

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

Too Good to be True: Ponzi Schemes | FVS Eye on Fraud 

Discount for AICPA members
What Fraud Schemes Exist in Your Organization

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, they were able to provide their specialized insight regarding the following topics: 

• Undertaking limited-scope engagements
• Managing client expectations
• Avoiding biases in your conclusions
• Common errors observed in opposing experts’ analyses
• Considerations when quantifying Company Specific Risk Premiums

Guests:  
Ethan Lee, CPA, ABV, CFF, CM&AA, Partner, Valuation and M&A Advisory, Hemming Morse, LLP
Monica Caswell, CPA, ABV, CFF, President, Forensic Accountants & Consultants, P.A.

Host:  Jenny Allen, CPA/ABV/CFF, Partner, Anthem Forensics

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry.  The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success.  

Forensic accountants can play an important role as the industry matures and consolidates. Especially to help sort out 

• Profitability issues that lead to litigation
• Due diligence for mergers and acquisitions
• Investigating fraud risks

Guests:  
Howard M. Silverstone, CPA/CFF, Executive Vice President, J.S. Held
Clay Kniepmann, JD, CPA/ABV/CFF, Forensic, Valuation, and Litigation Principal, Anders CPAs and Advisors  
Host:  Jennifer Oyadomari, CPA/ABV/CFF, President, Forensic Solutions

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content.

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Keeping up with changes in the cannabis industry
Getting to the root of cannabis accounting

FVS Section benefit:  Marijuana and forensic accounting - high times for CPAs? | FVS Eye on Fraud

AICPA & CIMA Cannabis Industry Conference  AICPA member discount available

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding:

• What is considered technology and what drives the value of data
• How both play a critical role as intangible assets within the modern economy  
• The influence of artificial intelligence on valuation practices 

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.

RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

International Valuation Standards Council (IVSC) Perspectives Papers 'Time to get Tangible about Intangible Assets”:

• Value and Data, February 2024 
• The Case for Realigning Reporting Standards with Modern Value Creation, Sept 2021
• Human Capital Introspective, May 2022
• Rethinking Brand Value, September 2022
• Deciphering Technology, June 2023 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help 

• Keep our capital markets functioning as intended
• Protect our national security by preventing or disrupting illicit finance.

This episode is a discussion surrounding the Summer 2023, Issue 3 of the FVS Eye on Fraud series that educates readers on the genesis of FinCEN’s efforts to enforce anti-money laundering legislation and today’s emerging issues on the topic. 

Guests:  

• Patrice Schiano, JD, CPA/CFF, Fraud Examination and Financial Forensics Program Coordinator, John Jay College of Criminal Justice
• Jeffrey Willoughby, CPA/ABV/CFF, Director, Forensic Resolutions Inc.

Host: Frank Previti, CPA/CFF, Partner and Director of Fraud, Forensic & Transaction Advisory Services, DiSanto Priest & Co.

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Exclusive for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

AICPA Anti-Money Laundering landing page
AICPA FVS Eye on Fraud – Accountants and the Battle Against Money Laundering
Financial Crimes Enforcement Network (FinCEN)
Press Release (Feb. 2024) Department of the Treasury, National Money Laundering Risk Assessments 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape. 

The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice aids, and the case law listing – see links in the RESOURCE section below

Guests:  
Brian Burns CPA/ABV/CFF, Partner and lead, FORVIS LLP Forensics and Valuation practice
Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

FVS estate and gift toolkit
Business Valuations for Estate and Gift Tax Purposes Practice Aid
Estate and gift case law 
Webcast: Key Trends in Estate & Gift Planning

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including:

• Basics that investigators need to be aware of before conducting investigations
• How  OSINT works with digital forensics
• What You might be giving away if you are not careful about how you conduct OSINT 

Guest:  Ryan Duquette, partner, and national leader of digital forensics at MNP, Toronto Canada
Host:  Elizabeth Woodward, CPA/CFF, CFE, Dean Dorton

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA 2023 Forensic and Valuation Conference - Ryan Duquette's session, Through the Looking Glass: Protecting Yourself While Conducting Internet-Based Investigations

Free for FVS Section members
Forensic Accounting – Fraud Investigations | FVS Practice Aid

Available on AICPA-CIMA.com
Understanding the Forensic Technology Landscape: A Reference Guide for Practitioners
Statement on Standards for Forensic Services

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics and business valuation services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content.

Rod and Josh discuss the impact of artificial intelligence (AI), on business and life:  the talent crunch in the business valuation profession and the high salaries offered by large firms make it difficult for smaller firms to hire junior analysts.

Imagine growing your business without being able to hire additional staff - could AI be a solution to this constraint?  

Key takeaways:

• The importance of familiarizing oneself with AI and its potential applications in business valuation
• How AI can be used to do a lot of tasks that you would hire a junior analyst to do.
• Make time to learn the tool.  See the show notes for a list of great resources
• Practical examples of how to use AI to assist with writing and due diligence prep

Guest:  Rod Burkert, CPA/ABV, Burkert Valuation Advisors
Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Rod will be a presenter at the 2024 AICPA-CIMA Forensic and Valuation Services Conference, October 28-30 in Dallas, TX.  CLICK HERE to register 

• Early bird discounts are available through Sept 13.  
• FVS Section, ABV, CFF, and CVFI save an additional $550. 

Exclusive content included in FVS Section membership:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content
The state of AI and machine learning in financial instrument valuation | FVS webcast archive

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including:

• Whether PPP funds should be included in a marital dissolution valuation
• A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials
• A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and
• The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach 

Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones.   Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79.

Guest:  Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC
Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA 2023 Forensic and Valuation Conference - content available for purchase:

• full conference
• session only

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

FVS estate and gift toolkit – case law listing  
Economic damages case law 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.  

• Conflict between federal and state laws and regulations
• FVS practitioner engagement opportunities
• Nuances within the current landscape and landmines that must be considered when performing engagements.  

Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP
Host: Greg P. Saunders, CPA/ABV, ASA, Sr. Manager, Keiter CPAs

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA 2023 Forensic and Valuation Conference - content available for purchase:
session:   2023 Overview of the Marijuana Industry: The Coming Wave of Consolidation and Beyond 

Available on AICPA-CIMA.com - Discount for AICPA members
AICPA & CIMA Cannabis Industry Conference, Aug 12 - Aug 14, 2024
Leading experts will provide you with a deep dive into the rapidly growing multi-billion-dollar Cannabis industry.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes.  This includes an independent accountant/arbitrator, independent expert, or consulting expert.  From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic accountants can assist.

Guest: Josh Epstein, CPA/CFF, CA, CFE, Senior Manager, MNP LLP
Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co..

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA 2023 Forensic and Valuation Conference - content available for purchase:
session only - Forensic Accountant's Role in M&A Disputes 

Available on AICPA-CIMA.com with a member discount
Mergers & Acquisitions FVS Practice Aid
Mergers & Acquisitions CPE Self Study (2.5 credits)
Mergers & Acquisitions CPE Self-Study (1.5 credits)

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt. 

This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.  

Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll
Host: Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc.

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

 RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA 2023 Forensic and Valuation Conference - content available for purchase:

• full conference
• session only The New Normal: Cost of Capital in a Higher Interest Rate Environment

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force:  

• What is ransomware?
• What are the key techniques used to attach IT networks
• What should forensic accountants do, both professionally and personally, before and after an attack?

The FVS podcast will be featuring an episode on each Eye of Fraud publication from 2023 and forward. If you are a FVS section member perhaps you have already read this content.  We hope these podcast episodes give you a new and different way to explore this information.  If you are not a Section member, this episode will give you a sample of what is included in the FVS Section’s resource library.  

Host:   Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.
Guest:  Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, Head of Strategy, Consulting, Seramount

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Available on AICPA-CIMA.com

• Cybersecurity Resources for Organizations and CPA Firms
• Safeguarding against ransomware risk
• 3 ways to defeat ransomware: Plan, prevent, not pay
• The crucial role of cybersecurity for accounting firms\
• U.S. Securities and Exchange Commission - Cybersecurity

Discount for AICPA members - Impact of everyday cyber intrusions - claims and coverages

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

• Ransomware attacks and the Forensic Accountant’s role | FVS Eye on Fraud, Mar 2023
• Impact of everyday cyber intrusions - claims and coverages, Mar 2020
• Increased risk of ransomware during a crisis | Eye on Fraud, Feb 2019

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

This is not the GAGAS you learned in college!  Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations.  You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current trends in enforcement actions.  

Host: Elizabeth Zachem Woodward, CPA/CFF, CFE, Dean Dorton
Guests:
Amy Yurish, CPA/CFF, CFE, Managing Director, J.S. Held 
David Zweighaft, CPA/CFF, CFE, Partner, RSZ Forensic Associates

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Exclusive content – Free for FVS Section members

•  Money Laundering and Fraud in the World of Cryptocurrencies | FVS webcast archive
•  The Role of Forensic Accountants in Government Investigations | FVS Eye on Fraud
• White Collar Crime Update

Available on AICPA-CIMA.com - White Collar Crime - The DOJ's Perspective on Enforcement

Discount for AICPA members - Real Frauds Found in Governments

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

LEARN MORE ABOUT 
AICPA's Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV Infographic

AICPA's Certified in Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

AICPA's Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF Infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action.

• What steps can financial experts take to assist counsel and their client
• What standards should professionals follow

Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements. 
 
Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC
Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics LLC

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Discount for AICPA members   CPE self-study:  Lost Profit Engagements for Forensic Accounting and Valuation Practitioners

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

• Calculating Lost Profits | FVS Practice Aid
• Communications in Litigation and Dispute Services | FVS Practice Aid  
• Serving as an Expert Witness or Consultant | FVS Practice Aid

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

This year’s FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as: 

• An emphasis on learning by communicating with each other
• The biggest ROI:  being at the conference in person and making connections with each other
• It’s “okay” to talk with each other professionally…that’s how we improve

The Litigation Talk Series sessions are on day 2 of the conference: 

• “When Key Information or Data You Need is Not Available”, November 7 at 1:30 pm PT
• “How to Handle Surprise or Contradictory Data or Information in Deposition or Trial”, November 7 at 3:10 pm PT

Guests:  
Jolene Fraser, CPA/CFF, CFE, Managing Director, Forensic, Litigation and Valuation Services, Eisner Advisory Group LLC
Suzanne R. Thompson, CPA,/CFF/CGMA, CFE, Senior Director, Alvarez & Marsal Disputes and Investigations, LLC

Host:  Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment.  A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture.  Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas.  

Guest:  Penny Zenker, The Focusologist

• TED talk: The Energy of Thought  
• Book:  The Productivity Zone  
• Distraction quiz

Please share your thoughts about the episode -  Click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

HOSTS.

• Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc.
• Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.

GUESTS.

• Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP
• Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs

The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for a sneak peek of what to expect at this year’s conference in Las Vegas. We go over:

• the hot topics that will be covered during the event,
• keynote speakers that you will not want to miss,
• the benefits for those attending in-person

Want to get involved with future FVS conferences, committees, task forces, the standing ovation program? Send a message to infoFVS@aicpa-cima.com

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

FVS experts must keep abreast of AI’s influence on fraud and forensic accounting, utilizing it prudently and mindful of its constraints and misuse risks. 

Following the publication of the 2nd quarter Eye on Fraud report, we converse with the authors to learn about the four categories of AI and spotlight both the dangers and advantages of each type:

• Reactive machines
• Limited memory
• Theory of mind
• Self-awareness

Guests: 

• Clay Kniepmann, JD, CPA/CFF/ABV, Anders CPA and Advisors
• David Zweighaft CPA/CFF, CFE DSZ Forensic Accounting & Consulting Services

Host: Frank Previti, CPA/CFF, Partner and Director of Fraud, Forensic & Transaction Advisory Services, DiSanto Priest & Co.

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

 Full article  The Role of Artificial Intelligence in Forensic Accounting and Litigation Consulting | FVS Eye on Fraud
FVS Section benefits    The state of AI and machine learning in financial instrument valuation | FVS webcast archive

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Jenny Allen, CPA/ABV/CFF, Anthem Forensics

Guest:  Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice

Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation.  They both are CPA/ABV/CFF credential holders and share their thoughts on: 

• The challenges that arise when incorporating forensic accounting services into a business valuation engagement.
• Advice for your clients when they want to incorporate forensic accounting services into a business valuation engagement.

 RESOURCES for Further exploration on this topic:: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Forensic and Valuation Practitioners – Join us in Las Vegas November 6-8 for 2 amazing trainings, and FVS Section members save!  Click here to find out how to join!  

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Hosts
Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs
Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP
Guest:
Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates

Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the
chair for the AICPA’s expert witness workshop for the past several years.  In this episode, Stacy discusses:

•    Her path to becoming an expert witness
•    The role of the expert witness
•    Working with counsel to identify the relevant facts in the matter
•    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts

RESOURCES for Further exploration on this topic: 

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

FVS Section members save!  Click here to find out how to join!  

Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550

2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500

FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90

FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members

2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”  

Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between

Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc.

Guest:  Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC)

Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podcast, we discuss:

-          What motivated the IVSC to incorporate ESG?

-          Discussion of past perspective papers and survey results regarding the incorporation of ESG

-          Highlights from the IVSC Exposure Draft that specifically address ESG, including the ESG Appendix

For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

• ·         IVS Exposure Draft for Consultation (2023)
• ·         Perspectives Paper: ESG and Real Estate Valuation
• ·         Perspectives Paper: ESG and Business Valuation
• ·         Perspectives Paper: A Framework to Assess ESG Value Creation
• ·         International Sustainability Standards Board

AICPA-CIMA resources

• ·         Past podcast episodes:

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School

Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC

Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

·         Training:  AICPA’s Fundamentals of ESG Certificate (CPE self-study, 9 credits)

• Articles:
• ·         ESG reporting: What’s the value of ESG?
• ·         Accounting’s role in ESG

FVS Section member ONLY resources

• ·         Emerging ESG Regulations
• ·         Information on SEC disclosures

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Hosts: 

Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC

Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guest:  Jennifer L. Anderson, JD, Baker Donelson

Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions’ (“FTC”) proposed rule to ban Non-Compete Agreements.  What’s at stake is employers’ ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses. 

Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered’ by a non-compete agreement.  Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context.

For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

 FTC.Gov:  FTC Proposes Rule to Ban Noncompete Clauses, Which Hurt Workers and Harm Competition'

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

 Please share your thoughts - leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC

Guest:  Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC

We welcome Mike Blake again to join Josh Shilts and discuss the current recruiting and retention landscape.  Mike provides provoking thoughts on how to help you manage and navigate your FVS firm by addressing historical processes along with how he is using a different thought process for recruiting, empowering, and retaining other professionals.  Including:

·         Insights into team culture, and

·         Individuals’ motivations in choosing the right firm

NOTE:  the ideas shared in this episode are applicable to any FVS practice though a business valuation practice is specifically discussed. 

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Listen to Mike Blake’s previous FVS podcast episode Turning Risk into Value - Gathering and Applying Information for a Better Business Appraisal

Want to help spread the word about BV and Forensics as an alternate path to traditional accounting/auditing/tax?  If you are interested in becoming a mentor (or finding a mentor), becoming a volunteer on a task force, and/or joining FVS awareness efforts to students/young professionals, please contact the AICPA-CIMA FVS member section. 

Articles and training

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs

Guest(s):  

Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC

Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind

Description:

Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today’s episode features both the attorney’s perspective and the forensic and/or valuation specialist, specific topics covered are:

·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney

·         A road map for the new forensic and valuation expert start starting out in litigation support engagements

·         A good refresher for the experts

·         How and what happens behind the scenes.

For Further exploration on this topic: 

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

FVS section members attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation

Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop

Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas!

Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees!

Available for purchase from AICPAconferences.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guests

Antonella Puca, CPA/ABV, CFA, Partner – BlueVal

Jay Baris, JD, SIDLEY AUSTIN LLP

David Konop, MBA, ABV, Principal, KPMG, LLP

Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Token (SAFT) and accompanying financial instruments.

In Part 2 Dave and Antonella will discuss:

·         Challenges that cryptocurrencies and companies present in a valuation

·         Applying the fair value standard of ASC 820/IFRS 13

·         Impact on VC valuation of current trends in VC capital raising

·         Valuation of cryptocurrencies and companies - recent trends and challenges

For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.

Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register

Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register

Webcast playback - Venture Capital Fundraising and Valuation Trends

 Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide 

• Access to this guide is available as part of your FVS Section membership. 
• It is also available in an e-book format

AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as:

• Blockchain Opportunities Beyond Crypto Assets
• Investigations in the Crypto Currency World
• Understanding, Using, and Securing Crypto and Digital Assets

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

 Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guests

Antonella Puca, CPA/ABV, CFA, Partner – BlueVal

Jay Baris, JD, SIDLEY AUSTIN LLP

David Konop, MBA, ABV, Principal, KPMG, LLP

Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Tokens (SAFT) and accompanying financial instruments.

In Part 1 of this topic, we join experts Jay Baris and Antonella Puca, to discuss the Recent regulatory and enforcement trends

For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.

Event:  AICPA® & CIMA® Portfolio Valuation Forum on June 28, 4:30–6:15 pm ET   Attend either in person at KPMG in New York City or virtually via live broadcast.   Industry experts will discuss current issues and trends relating to the complexities of portfolio valuations Participants will be able to ask questions throughout the event and receive up to two CPE credits at NO COST!    Click here to learn more and register

Webcast:  Investigations in the Crypto Currency World on July 18, 1:00 - 2:30 pm ET Investigations involving blockchains and digital assets serve a variety of purposes. Attend this webcast for an overview of the applications, associated risks, and techniques used during an investigation. Participants will see examples of its practical applications and gain an understanding of the basic mechanics of blockchain analytics. Click here to learn more and register

Webcast playback - Venture Capital Fundraising and Valuation Trends

AICPA-CIMA.com web store  - Click here to see sources for webcasts. self-study courses, guidance, practice aids, and news releases such as:

• Blockchain Opportunities Beyond Crypto Assets
• Investigations in the Crypto Currency World
• Understanding, Using, and Securing Crypto and Digital Assets

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

 Please share your thoughts....leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV/CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guest:  John Borrowman, CPC, President, Borrowman Baker LLC

Join Nene and recruiter, John Borrowman, as they chat about the unique challenges for recruiting in the business valuation industry including the:

·       Perfect Storm in the industry – what does it mean?

·       Outmigration – the Silver Tsunami

·       Curious labor trends post pandemic

·       Ideas for mitigating the labor shortage

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Want to help spread the word about BV and Forensics as an alternate path to traditional accounting/auditing/tax?  If you are interested in becoming a mentor (or finding a mentor), becoming a volunteer on a task force, and/or joining FVS awareness efforts to students/young professionals, please contact the AICPA-CIMA FVS member section. 

Articles and training

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School

Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSMA). In his white paper (link below) he analyzes the impact of a company’s ESG score on its cost of capital, including if a high ESG score serves as a substitute for a weaker legal environment.

During our interview, we do a deep dive into

·       The inspiration for the article

·       Key factors analyzed and data inputs

·       How can appraisers incorporate into business valuation?

·       ESG:  fad or common sense?

·       Beware of greenwashing

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

If you are interested in learning more about ESG, check out these AICPA resources:  

• AICPA’s Fundamentals of ESG Certificate (CPE self-study, 9 credits)
• FVS podcast episode #53, ESG - Why the Business Valuation Practitioner Should Pay Attention 
• Additional articles on the AICPA website include:
  • ESG reporting: What’s the value of ESG?
  • Accounting’s role in ESG
• Resources available as part of FVS Section membership
  • Emerging ESG Regulations
  • Information on SEC disclosures

Randy’s White Paper, “The Impact of a Firm’s ESG Score on Its Cost of Capital: Can a High ESG Score Serve as a Substitute for a Weaker Legal Environment” December 2022

• United Nations - https://unglobalcompact.org/take-action/action/private-sustainability-finance
• European Commission – https://finance.ec.europa.eu/sustainable-finance_en
• EMSA - https://finance.ec.europa.eu/sustainable-finance_en
• IOSCO (International Organization of Securities Commissions) (the global organization of securities regulators) https://www.iosco.org/news/pdf/IOSCONEWS635.pdf
• Financial Stability Board (FSB). https://www.fsb.org/2021/11/environmental-social-and-governance-esg-ratings-and-data-products-providers/
• Bank of international settlements https://www.bis.org/publ/qtrpdf/r_qt2112f.htm

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring.  Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist.  Clint shares:

• What skills make a successful restructuring practitioner
• How valuations impact the negotiation process
• Learning to educate, counsel, and provide guidance to the Court

Guest: Clint Neider, CPA/ABV, AlixPartners, Restructuring Group
Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links.

Previously released Bankruptcy Briefings episodes:

• Navigating Financial Rebirth, Part 1 with Ken DeGraw
• Navigating Financial Rebirth, Part 2 with Elizabeth Woodward

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

•  Frequently asked questions when providing bankruptcy services
• Providing Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in Bankruptcy
• Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy
• Bankruptcy at a glance: chapter 7
• Bankruptcy at a glance: chapter 11
• Bankruptcy at a glance: chapter 11, subchapter V 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC

Guest(s):  Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC

Mr. Blake is best described as a “risk sherpa”.  During this interview, Josh and Mike discuss the visualization of risk and the following concepts:

• Gaining an understanding of business risk outside of financial analysis
• Tools and techniques appraisers should be aware of to improve their valuation techniques
• Using datasets un-related to financials to visualize and assess a company’s industry-specific risks

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

• Uncertainty and risk in financial instrument valuation | FVS webcast archive
• Considerations when valuing distressed or impaired businesses FAQs
• Data Visualization Certificate program
• Data visualization: A picture worth 1,000 numbers

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guests:  

• Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics
• Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP
• Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll
• Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US

It was so good we needed a part 2!  This episode is a continuation of the engaging conversation we had in March for Women’s History Month!  Please join us again while we discuss:

·         Work-life balance is achievable!

·         Don’t be afraid to ask for what you need

·         How anyone can be an ally to women in BV

For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership

·        Getting Comfortable with Being Uncomfortable

·        The Power of Women's Networks

Relevant articles on the AICPA website include:

Women Strengthen the Accounting Profession 

MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guests:  

• Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics
• Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP
• Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll
• Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US

In honor of Women’s History Month, the FVS podcast turns the mic over to our four guests that have experienced the FVS profession for 4 years to 4 decades. Please join us for this thoughtful discussion about:

·         Women in the business valuation industry

·         Mentors inside and outside the workplace

·         Expectations from others and for yourself

·         Advice for the next generation of appraisers

For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Resources available for purchase and discounted with your AICPA-CIMA FVS Section membership

·        Getting Comfortable with Being Uncomfortable

·        The Power of Women's Networks

Relevant articles on the AICPA website include:

Women Strengthen the Accounting Profession 

MENTORSHIPS – if you are interested in finding a mentor or becoming a mentor, please contact The AICPA-CIMA FVS member sector at infoFVS@aicpa.org.

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP

Guest(s):  

Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice

In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony.

Join Saumya, one of our newer hosts, as she speaks with Natalya Abdrasilova, and David Consigli and they delve into and discuss the valuation implications and technical valuation components of the cases. 

For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

available for purchase from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session: Valuation Court Cases: New Cases and Historical Cases Impacting Valuations Today

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc.

Guest(s):  

Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital

Audra Moncur, CPA/ABV, Partner, Wipfli, LLP

Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting textbook did to learn: Major differences between personal goodwill and enterprise goodwill

• Types of assignments that usually involve personal goodwill
• Impact of size on the presence of personal goodwill
• Best practices for personal goodwill assignments

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

available for purchase from AICPA.org

Family Law and Divorce Engagements - Parts 1, 2, and 3

from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session: Personal vs. Entity Goodwill

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online at www.aicpa.org/fvs, and if you’re not already a member, consider joining this active community of your FVS peers. You’ll get free CPE, and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs

Guest(s):  

Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services

Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC

Description:

In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following:

• Concepts surrounding marketability discounts are always evolving
• The criticality of finding data to support your conclusions
• Need to be flexible to different options for valuing marketability
• There is no "one size fits all" for determining marketability discounts
• Common errors Natalya and Brian have observed

For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Resources available as part of FVS Section membership

BRG (Business Reference Guide) Online - Provides an overview of different markets to create a baseline to develop discounts.

available for purchase from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session:  Marketability Discount

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC

Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Josh’s conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks for subject companies.

• What is ESG and how does it impact a business’ value
• How will newly required ESG disclosures trickle down and impact private companies
• Incorporation of ESG into your business valuation practice  
• Why it is critical to consider ESG during your due diligence

 For Further exploration on this topic:    If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

AICPA’s Fundamentals of ESG Certificate (CPE self-study, 9 credits)

Additional articles on the AICPA website include:

• ESG reporting: What’s the value of ESG?
• Accounting’s role in ESG

Resources available as part of FVS Section membership

Emerging ESG Regulations

Other resources 

•  Information on SEC disclosures

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc.

Guests:  Zac Liermann, CPA, Senior Consultant, Wipfli LLP
              Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP

In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the:

• History and explanation of 409A/ASC 718 Valuations
• Complex nature of 409A Valuations
• Difference between simple and complex capital structures
• Allocation methods appropriate under a particular fact pattern
• Implementing Option Pricing Model methodologies

Also, “fun” stories of the most complex capital structure the presenters tackled and tips to conquer them in practice.

For Further exploration on this topic –

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

• Statement on Standards for Valuation Services (VS Section 100) FREE resource
• AICPA-CIMA Forensic and Valuation Services Conference, session:  409A Valuations available for purchase from AICPAconferences.com

Resources available as part of FVS Section membership –

• AICPA's _Accounting and Valuation Guide: Valuations of Privately-Held-Company Equity Securities Issued as Compensation aka the Cheap stock guide
• Valuations performed for employee stock ownership plans (ESOPs) and FAQs
• What every valuation analyst should know about employee stock ownership plans (ESOPs)
• VS Section 100 (SSVS) Development Compliance Checklists

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Host: Mark Smith, Director of Valuation Services, AICPA-CIMA
Guest(s):
Carla Nunes, ABV, Managing Director, Kroll
James Harrington, Director, Kroll

In the wake of the COVID-19 pandemic entire segments of the global economy were shut down and reopened resulting in global supply chain disturbances. Additionally, Russia’s invasion of Ukraine has put further pressures on global agriculture, energy, and other commodity prices. As a result, we are in an unprecedented period in economic history.

In this episode we interview Carla Nunes and James Harrington from Kroll (formerly Duff & Phelps). They were the keynote presenters at the 2022 FVS Conference just a few weeks ago. Join us as we discuss the cost of capital ramifications and how valuations may be impacted by these macroeconomic factors.

Note: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Don’t miss an episode – subscribe to our podcast channel! And leave us a review using this link, so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Guests: Josh Shilts, CPA/ABV/CFF/CGMA
            Ethan Rouen, Ph.D

Ethan Rouen, assistant professor of business administration at Harvard Business School, teaches the course “Reimagining Capitalism”.  Josh came across Professor Rouen’s work while doing his own research on the valuation of human capital.  Join the conversation between Josh and Ethan to learn more about: 

• How do we view human capital?  As an asset to invest in or an expense to manage?
• The challenge of creating a KPI for the value creation of human capital
• Market demand for human capital information via ESG disclosures

This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode – subscribe to our podcast channel! And leave us a review at the following so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com.

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Elizabeth Woodward converses with Denise Harding, a speaker at the 2023 AICPA-CIMA Forensic and Valuation Services Conference.  Denise provides insight into the Dark Web, addressing typical misunderstandings, as well as offering advice to help professionals:

• Capitalize on their forensic accounting expertise in cryptocurrency-related endeavors, 
• Illustrate the tools frequently used in these types of assignments, and
• Establish best practices for efficient engagement management. 

Guest: Denise Harding, CPA/CFF, CFE, Forensic Accountant, Navel Criminal Investigative Service (NCIS)

Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean Dorton 

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Anti-money laundering regulations for the U.S., Canada, and the European Union  

Exclusive content – Free for FVS Section members:  If you’re not a member, consider joining this active community of your FVS peers. Visit us online, You will get 16 credits of complimentary CPE and access to rich technical content

Accountants and the battle against money laundering | FVS Eye on Fraud 

Fraud in the age of virtual currency | FVS Eye on Fraud 

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Guest(s): Sugi Hadiwijaya, CR3 Partners, LLC; Dalton Potts, NRD Capital

Short podcast structured as conversation on topics of due diligence in restaurant space.  Topics discussed include:

1. Reasons/purposes/goals of restaurant acquisitions
2. How to analyze restaurant P&L during due diligence
3. How to understand operational aspects of due diligence
4. Other matters such as quality of earnings, liquor license transfer, liabilities

This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast channel! And leave us a review at the following so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com.

Host:  Josh Shilts, CPA/ABV/CFF/CGMA
Guests: Maryellen Galuchie and Mark Smith

In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton’s Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA.  Josh, who is an immediate past committee member, leads the discussion to help folks understand:

• What is the role of AICPA committee work?
• Who makes a good candidate for the AICPA’s BV committee
• WIIFM (what’s in it for me)?- What you can expect from being a BV committee member
• How to get involved: get your feet wet by joining a task force

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

 RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit 
https://fvssection.libsyn.com/fvs to access the show notes with direct links. 

Exclusive content – Free for FVS Section members:  Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

 LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Guests: Josh Shilts, CPA/ABV/CFF/CGMA
             Matthew Shaffer, Ph.D

Matthew Shaffer, an assistant professor at USC Marshall School of Business, feels accounting is the fundamental measurement for how companies perform and emphasizes the use of accounting fundamentals to determine valuation methods.  His December 2021 article "Why Value the Enterprise enroute to Equity? Valuation Practice in M&A" caught Josh's attention. During this episode, Josh Shilts and Professor Shaffer discuss:

• What prompted the writing of the article

• Why M&A advisors and equity analysts use such different methods of valuation
• How to improve our understanding of the variation between enterprise-value and price value multiples
• Why not directly capitalize earnings into an equity valuation

This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast channel! And leave us a review

This is an updated version of this episode. Some voice distortion may be present. Please scroll down to find links to essential resources that have been developed since the original publish date.

Jay Fishman is a ground-breaking figure in the business valuation profession.  Jay started Financial Research Associates 41 years ago.  So, what was going on in the BV world 42 years ago?!  Jay’s path in valuation began Manufacturers Appraisal Company, and with a Ph.D. student’s background in research, he started digging into the value of a variety of unusual intangibles. 

Josh speaks with Jay about:

• What drives you to keep pushing, to keep taking the next step
• Building a community of dedicated professionals to create with versus compete with
• What to put in your valuation toolbox?

In this edition of the FVS Valuation Podcast, host Josh Shilts, CPA/ABV/CFF/CGMA speaks with Jay Fishman, a ground-breaking figure in the business valuation profession.  Josh and Jay discuss what was going on in the business valuation world 42 years ago that started Jay down the valuation path including the importance of building a community of dedicated professionals to create with.

Guest: Jay Fishman, FASA, Managing Director, Stoudt

Host: Josh Shilts, CPA/ABV/CFF/CGMA, Dean Dornton

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. 

Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

 More great tools available for FVS Section members

• FVS estate and gift toolkit
• Valuations for financial reporting toolkit
• Family law practice aid

The FVS Valuation Podcast archives 

•  Discounted Cash Flows with Roger Grabowski
•  Valuation Case Law Update
• Valuing Complex Financial Instruments

LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:

Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic

Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic

Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com