Business Valuation Services: Lessons Learned Under the New AICPA Standard

Effective Processes and Procedures to Comply with SSVS No. 1

Recording of a 100-minute teleconference with Q&A


Conducted on Thursday, July 31, 2008
Recorded event now available


Description

Valuation specialists at CPA firms now have several months of experience with SSVS No. 1, the AICPA's Statement on Standards for Valuation Services No. 1. It is the first specific standard for the accounting profession to ensure consistent quality in business valuation services.

For most firms, fine tuning SSVS No. 1 compliance with comprehensive guidance is the next hurdle. Learn how other CPA firms have adjusted their policies, practices and client communications on the valuation of businesses and their physical and intangible assets to meet the demands of SSVS No. 1.

Listen as our panel of experienced valuation specialists from accounting firms of all sizes offers their perspectives and what they've learned from recent experiences with the AICPA's new standard.

Benefits

The panel gives you their best guidance in these and other key areas:

  • Overcoming the more difficult aspects of SSVS No. 1 compliance for CPA firm valuation groups.
  • Communicating the new rules to clients and prospects both to provide transparency and to best promote your practice.
  • Adjusting to new the standard for mid-sized and smaller CPA firms within their resources.
  • Simultaneously adapting to new or revised standards from the AICPA, USPAP and NACVA.

Faculty

Robert Reilly, Managing Director
Willamette Management Associates, Chicago

He has been the principal analyst on more than 2,000 business valuation engagements for his firm. He has authored more than 300 professional journal articles and several books on valuation topics.

Edward Dupke, Senior Consultant, Valuation and Forensic Services
Clifton Gunderson, Phoenix

He has more than 35 years of experience in public accounting and business valuations and is a regular instructor on valuation topics. He previously chaired the AICPA Business Valuation Committee.

Randie Dial, Senior Manager
Clifton Gunderson, Indianapolis

He has 10 years of experience performing valuations for business and personal clients. Recently, he has devoted much of his practice to financial services valuations involving FAS 141, FAS 142 and FAS 123R.

Ordering

Recorded Event

Includes full event recording plus handouts (available after live seminar).

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Program Materials

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Program Materials

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Customer Reviews

The program was very to the point — no fluff.

Brian McNamara

Wright Lindsey & Jennings

The level of the content was advanced and worth my time commitment to the Webinar. The presentation was very clear with strong materials.

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Nutter McClennen & Fish

Finally a program about 'LEEDigation'.

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Phillips Spallas & Angstadt LLP

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Harris, Harris & Gilbert, L.L.C.

The information was covered in a concise manner without a lot of repetition.

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Atkinson & Co

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Accounting Advisory Board

Bill Allen

Partner

Making Auditors Proficient

Stephen Bodine

Audit & Accounting Principal

LarsonAllen

Alicia Dias

Audit Manager

Brown/Armstrong

Richard H. Gesseck

Partner

J.H. Cohn

Neil Goldenberg

Partner-In-Charge, Internal Audit & Risk Management

Eisner

Greg Goller

Partner-in-Charge, Non-Profit Tax Practice

Grant Thornton

Lynford Graham, CPA

Professor of Accounting

Bentley University

Joe Kristan

Shareholder

Roth & Co. CPAs

Steven J. Luber

Senior Manager

PricewaterhouseCoopers

Gary O'Krent

Shareholder

Bluestein O'Krent & Bluestein

Curtis Reinhart

Partner

Ernst & Young

David Riley

Independent CPA and Consultant

Celia Roady

Tax Partner

Morgan Lewis

Charles (Chip) Schweiger

Audit Services Partner

Grant Thornton

Chris Stanz

Principal, Non-Profit and Government Practice

LarsonAllen

Alan Strand

Principal

Strand and Associates

Danielle Thompson

Director of Business Development

Insight Accounting Group

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