2024 Litigation in Valuation Conference

More About This Event

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

Thursday, November 21, 2024, Time: 1:00pm - 5:15pm ET 

This event offers up to 5 hours of ASA CE and *CPE credit.

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
Join us for ASA’s 2024 Litigation in Valuation Conference, an exceptional learning opportunity tailored for business valuation experts. Enhance your skills in developing winning litigation and dispute resolution strategies, with a focus on matrimonial, patents, start-up enterprises, and estate and gift tax cases. Gain insights into reasonable compensation in litigated matters and learn how to make cost of capital comprehensible for judges and juries. Our distinguished presenters, including valuation and damages experts and lawyers, will deliver their sessions virtually, with full access to presentation materials and recordings available post-event.

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

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. 

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

NASBA and Continuing Professional Education (CPE) Credit

*ASA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website https://www.nasbaregistry.org/.

CPE Credit: Up to 5 CPE credits
Program Level: Intermediate 
NASBA Knowledge Type: Specialized Knowledge 
Delivery Method: Group Internet Based 
Prerequisites: None 
Advanced Preparation: None 
Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy

Conference Sponsor 

1:00 – 1:10pm
Welcome & ASA Update
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Lana Vukovljak | CEO/Executive Director | ASA

1:10 – 1:50pm
Recent Trends and Relevant Cases – Matrimonial Litigation
Jay E. Fishman, FASA, FRICS | Managing Director | STOUT 
Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP

1:50 – 2:30pm
Recent Trends and Relevant Cases – Patent Litigation
William Scally, CFA | Litigation Services, National Leader | Marcum LLP
John J. Cotter, Esq. | KL Gates

2:30 – 3:10pm
Recent Trends and Relevant Cases – Litigation Involving Start-up Enterprises
Neil J. Beaton, CPA/ABV/CFF, CFA, ASA | Managing Director | Alvarez & Marsal

3:10 – 3:15pm
Break

3:15 – 3:55pm
Recent Trends and Relevant Cases – Estate & Gift Tax Litigation
Bruce A. Johnson, ASA | Munroe, Park & Johnson, Inc.
Marissa Pepe Turrell, ASA, National Leader Estate & Gift Valuations | Marcum LLP

3:55 – 4:35pm
Reasonable Compensation in Litigated Matters
Ronald Seigneur, MBA, CPA/ABV, ASA, CVA | Founding Partner | Seigneur Gustafson LLP

4:35 – 5:15pm
Cost of Capital - Dumbing it down for Judges and Juries
Roger Grabowski, FASA | Managing Director | Kroll

Agenda subject to change.

Upon completion of this course, participants will be able to:

• Develop winning litigation and dispute resolution strategies for matrimonial, patents, start-up enterprises, and estate and gift tax cases;
• Distinguish  reasonable compensation in litigated matters; and
• Explain cost of capital for judges and juries.