2023 Litigation in Valuation Conference

More About This Event

ASA Member Price: $200 | Non-Member Price $300

Thursday, November 30, 2023, Time: 1:00pm EDT

Be a part of the ASA's first-ever litigation specific conference for the profession's premier valuation organization.

Business Valuation Professionals face a highly complex and challenging legal and regulatory environment, especially those involved in disputed matters that require expert testimony.

What You Will Learn
ASA’s 2023 Litigation in Valuation Conference offers an unparalleled learning experience, specifically designed for business valuation experts. Attend and develop winning litigation and dispute resolution strategies and best practices for matrimonial, commercial, shareholder and ESOP disputes. Dive deep into Federal rules, procedures and “Daubert” challenges; and absorb actionable expert testimony and effective trial skills today’s business valuation experts need. Our esteemed presenters of valuation and damages experts, lawyers, and judges will all be presenting conveniently virtually with full access to presentation materials and recordings post-event.

Who Should Attend
A must-attend event for business valuation and financial experts, litigation counsel and judges.

This event offers up to 5.1 hours of ASA CE and CPE credit.

Conference Chair
Kenneth J. Pia ASA, CPA, ABV, MCBA
Partner - Business Valuation Industry Leader Marcum LLP

Conference Sponsor

Conference Session Platform
This virtual conference is being held via Zoom. Please be sure to review Zoom's System Requirements. See the Event Access tab to join the live virtual conference after registering. 

1:00 – 1:15pm
Welcome & ASA Update
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Johnnie White | CEO/Executive Vice President | ASA

1:15 – 1:55pm
Recent Trends and Relevant Case Decisions – Matrimonial 
Jay E. Fishman, FASA, FRICS | Managing Director | Financial Research Associates 
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP

1:55 – 2:35pm
Recent Trends and Relevant Case Decisions – Commercial 
William Scally, CFA | Litigation Services, National Leader | Marcum LLP
Steven M. Veenema | Shareholder | Murphy & King

2:35 – 2:40pm
Break

2:40 – 3:20pm
Shareholder Disputes in the U.S. and Abroad: Differences, Similarities and Trends
Neil J. Beaton, CPA/ABV/CFF, CFA, ASA | Managing Director | Alvarez & Marsa
William F. Dolan | Partner | Jones Day

3:20 – 3:50pm
ESOP Litigation: Recent Trends and Forthcoming Guidance 
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Jeffrey S. Tarbell, ASA, CFA | Director | Houlihan Lokey 

3:50 – 4:20pm
Federal Rules, Procedures and Daubert Challenges 
Thomas J. Rechen | Partner | McCarter & English, LLP

4:20 – 4:25pm
Break

4:25 – 5:05pm
Panel on Expert Testimony and Effective Trial Skills
Neil J. Beaton, CPA/ABV/CFF, CFA, ASA | Managing Director | Alvarez & Marsal
Jay E. Fishman, FASA, FRICS | Managing Director | Financial Research Associates  
Hon. Lynda B. Munro (ret.) | Munro/Dragninis PLLC
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Thomas J. Rechen | Partner | McCarter & English, LLP 
William Scally, CFA | Litigation Services, National Leader | Marcum LLP
Jeffrey S. Tarbell, ASA, CFA | Director | Houlihan Lokey 

5:05 – 5:15pm
Q&A

Agenda subject to change.