More About This Event

ASA Member Price: $249 | Non-Member Price: $349

Wednesday, December 10, 2025, Time: 1:00pm - 5:30pm ET

The ASA Litigation in Valuation Conference brings together top valuation professionals, expert witnesses, and legal specialists to examine the critical intersection of valuation and litigation. This annual event provides practical guidance, case law updates, and strategies for professionals navigating complex disputes.

This year’s agenda includes:

• Welcome & ASA Update – Insights from ASA leadership on the state of the profession and key initiatives.
• Matrimonial Litigation: Recent Trends and Relevant Cases – A deep dive into valuation challenges in divorce proceedings.
• ESOP Litigation: Current Developments – Explore evolving litigation trends and valuation implications.
• Litigation in Private Equity and Fair Value – Practical insights into disputes involving private equity and complex valuation issues.
• Estate & Gift Tax Litigation – Updates on recent court rulings and IRS positions impacting estate and gift tax valuations.

With sessions led by leading professionals from firms such as CBIZ, Houlihan Lokey, Stout, and Alvarez & Marsal, attendees will gain both technical knowledge and litigation-ready strategies.

Why Attend?

• Earn up to 5 CPE credits in one afternoon.
• Learn from valuation and legal experts with courtroom experience.
• Hear directly from valuation leaders and standard-setters.
• Stay ahead of legal and regulatory trends shaping valuation practice.

Whether you focus on business valuation, estate planning, or litigation support, this conference delivers must-have insights for professionals working where value meets the law.

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
Lead Managing Director - Matrimonial Practice Leader
CBIZ Forensic Consulting Group LLC

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 

Agenda

1:00 - 1:10pm
Welcome & ASA Update

1:10 - 2:00pm
Recent Trends and Relevant Cases – Matrimonial Litigation

2:00 - 2:50pm
Recent Trends Involving ESOP Litigation

2:50 - 3:00pm
Break

3:00 - 3:50pm
Recent Trends and Relevant Cases – Litigation Involving Shareholder Disputes and Early-Stage Enterprises

3:50 - 4:40pm
Recent Trends and Relevant Cases – Estate & Gift Tax Litigation

4:40 - 5:30pm
The Voice You Care About - Views from the Bench on What it Takes to be an Effective Expert in Mediation and on the Stand

Agenda subject to change.

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

• Identify recent valuation challenges in matrimonial litigation
• Analyze current developments in ESOP litigation and assess their implications for valuation practices
• Evaluate key issues in private equity and fair value disputes
• Apply recent court rulings and IRS positions to estate and gift tax valuations in the context of litigation
• Integrate insights from leading valuation and legal experts to strengthen litigation readiness and expert witness effectiveness