NACVA IBA 2010 Annual Consultants' Conference—Meeting of The Minds in Miami

Download and print the Miami 2010
Conference Brochure: click here

National Association of Certified Valuation Analysts (NACVA)
Institute of Business Appraisers (IBA)

2010 Annual Consultants' Conference
Meeting of The Minds in Miami
June 2 —5, 2010 ▪ The Fontainebleau Miami Beach
Miami Beach, FL USA

The first and foremost industry gathering in 2010.
This always highly anticipated Meeting of The Minds, was designed to be THE premier multi-disciplinary super conference to educate, enlighten, and enhance practitioners knowledge in the fields of valuation, litigation, financial forensics, and mergers and acquisitions.

Learn. Savor. Play. Meet.
Earn up to 30 hours of continuing professional education. Choose from nearly 80 presentations delivered by the consulting industry's brightest visionaries. The presenters represent not only the most notable practitioners, but up-and-comers, both foreign and domestic, and academics who will deliver refreshing, insightful new perspectives on the industry's future and fundamental and controversial industry issues. Check out state-of-the art products and services designed to enhance your practice. Network with friends, acquaintances, and speakers for your personal development. The conference will also include tours and excursions for spouses and guests. Plan to bring them along!

CONFERENCE AGENDA [Wednesday, June 2] [Thursday, June 3] [Friday, June 4] [Saturday, June 5]
[Academic Research] [Business Valuation: Thursday / Friday] [Case Law Update] [Early Morning CPE Thursday / Friday] [Ethics] [Forensic Accounting] [Healthcare Consulting]
[IBA Symposium Wednesday / Thursday / Friday] [Industry Standards] [International Valuation] [KeyValueData/ValuSource Software] [Litigation Consulting] [Matrimonial Litigation] [Mergers & Acquisitions]
[NACVA Recertification] [Opening Keynote Address: You Can't Predict a Hero] [Practice Management] [Spouse/Guest Tours & Excursions]

CONFERENCE DETAILS [The Legendary Fontainebleau Miami] [Registration Information] [Airline and Travel Partners: Details forthcoming] [Exhibit/Sponsor Opportunities]

Wednesday — June 2, 2010
Time
6:15 - 8:30 a.m.	Continental Breakfast, Conference Registration and Exhibits
6:30 - 8:15 a.m. CPE: 2 hours	NACVA Case Analysis in Person Roundtables (Pre-Registration Required) Fields of Study: 1Hr Accounting + 1hr Specialized Knowledge & Applications
	NACVA Recertification Track	International Valuation Track Co-Sponsored with The International Association of Consultants, Valuators and Analysts (IACVA)	Practice Management Track	IBA Symposium	Other Events
8:30 - 10:15 a.m.	Current Update in Valuations	International Financial Reporting Standards: The Move Toward Global Accounting Presenter: Rob Davis CPE: 2hrs Fields of Study: Accounting	Morningstar Peer Group Builder Presenter: Michael Barad CPE: 2hrs Fields of Study: Accounting	CBA, ABAR and AIBA Peer Review Process: Common Errors and a Chance to Question Mentors Presenters: Michael Eggers and Francisco Rosillo CPE: 2hrs Fields of Study: Specialized Knowledge & Applications
10:15 - 10:30 a.m.	Morning Break, Conference Registration and Exhibits
10:30 - 12:15 p.m.	Current Update in Valuations, continued	The Valuation of Tax Loss Carryforwards Presenter: Felix Streitferdt CPE: 2hrs Fields of Study: 1hr Taxes + 1hr Finance	Value Maps: Valuation Tools that Unlock Business Wealth Presenter: Warren Miller CPE: 2hrs Fields of Study: Management Advisory Services	Reviewing Valuation Reports: Credibility, Reliability, and Relevance Presenter: Aaron Caya CPE: 2hrs Fields of Study: Specialized Knowledge & Applications
12:15 - 1:30 p.m.	Lunch on Own—Conference Registration and Exhibits
1:30 - 3:15 p.m.	Current Update in Valuations, continued	Academic Research on Fair Value Reporting Presenter: Edward Riedl CPE: 2hrs Fields of Study: Accounting	Governance, Ethics and Accountability Presenter: Sri Ramamoorti CPE: 2hrs Fields of Study: 1hr Behavioral Ethics + 1hr Regulatory Ethics	1:30 - 4:20 p.m. Will the Real Cost of Capital Please Stand Up? Presenter: James R. Hitchner CPE: 3hrs Fields of Study: Specialized Knowledge & Applications 4:20 - 5:15 p.m. Regression Analysis as a Tool for Validating Valuation Methodology Presenter: Richard Fox CPE: 1hr Fields of Study: Statistics
3:15 - 3:30 p.m.	Afternoon Break, Conference Registration and Exhibits
3:30 - 5:15 p.m.	Current Update in Valuations, concludes CPE: 8hrs Fields of Study: 1hr Accounting, 1hr Administrative Practice, 1hr Regulatory Ethics, 1hr Business Management & Organization, 1hr Behavioral Ethics + 2hrs Specialized Knowledge & Applications	Market Risk Premium Used by Professors and Practitioners: A Survey with 1,800 Answers Presenter: Pablo Fernández CPE: 2hrs Fields of Study: Finance	Professional Services Networking —Your LinkedIn Primer Presenter: Chris Mercer CPE: 2hrs Fields of Study: 1hr Marketing + 1hr Personal Development	Session continued	NACVA and IBA Governance Meetings No CPE
5:15 - 6:30 p.m.	Opening Networking Reception, Conference Registration and Exhibits

Thursday — June 3, 2010
Time
6:30 - 8:00 a.m.	Continental Breakfast, Conference Registration and Exhibits
7:00 - 7:50 a.m. Early Board CPE CPE: 1 Hour Fields of Study: 1HR SK&A	Option One Advisor 7 Secrets - Learn the Top Seven Secrets of the Most Successful Advisors in Today's Market Presenter: Rich Campe ProAdvisor Coach	Option Two FINRAs New Series 79 License and Its Implications on Business Valuation Professionals Presenter: D. Michael Costello	Option Three How to Obtain the Certified Forensic Financial Analyst (CFFA) Designation Presenter: Michael Kaplan	Option Four Benefits of Membership in the Institute of Business Appraisers Presenters: Gerald "Gary" Fodor and Howard Lewis
8:00 - 8:15 a.m.	Opening Remarks and Welcome Address
8:15 - 9:55 a.m. CPE: 2 Hours	Opening Keynote Address You Can't Predict a Hero. Leading in the Time of Crisis Presenter: Joseph J. Grano, Jr. Fields of Study: 1hr Behavioral Ethics + 1hr Communications
9:55 - 10:15 a.m.	Morning Break and Exhibits
Session Tracks	Track One Business Valuation	Track Two Forensic Accounting	Track Three Mergers and Acquisitions Co-Sponsored with The Middle Market Investment Banking Association (MMIBA)	Track Four Matrimonial Litigation	Track Five IBA Symposium
10:15 - 11:55 a.m. CPE: 2 Hours	Marketability Discounts and Business Valuation Standards Presenter: Z. Christopher Mercer Fields of Study: 1hr Finance + 1hr Taxes	Current Update in Forensic Accounting© Presenter: Darrell Dorrell Fields of Study: Auditing	The Coming Tidal Wave Presenter: Dennis Roberts Distinguished Panel on M&A Financing Fields of Study: Business Management & Organization	How Small Firms Can Balance Engagement Risk and Client Expectations While Having Adequate Resources Panelists: Karen Kaseno, Ron Seigneur and Stacey Udell Fields of Study: Business Management & Organization	Other Valuation Adjustments- What Should We Do With Them? Presenter: Gary Trugman Fields of Study: Specialized Knowledge & Applications
11:55 - 12:55 p.m.	Conference Networking Luncheon and Exhibits
12:55 - 1:50 p.m. CPE: 1 Hour	The Income Approach—It's Not all About the Cost of Capital Presenter: Linda Trugman Fields of Study: Specialized Knowledge & Applications	Interviewing and Detecting Deception Presenter: Don Rabon Fields of Study: Specialized Knowledge & Applications	Generating Deal Flow Panelists: Chuck Andrews, Greg Boucher and Brian Sullivan Developing a Specialty Practice Panelists: Cameron Hamilton and John Rovani Fields of Study: Specialized Knowledge & Applications	Hot Topics in Family Law—Collaborative Law, Trends in Alimony, Same Sex Marital Dissolution and Others Panelists: Mitchell Karpf, Sharyn Maggio and Jonathan Wolfe Fields of Study: Business Law	Economic Highlights from the Atlanta Federal Reserve Presenter: Dave Altig Fields of Study: Specialized Knowledge & Applications
1:50 - 2:05 p.m.	Afternoon Break and Exhibits
2:05 - 3:45 p.m. CPE: 2 Hours	Transactional Databases— Useful or Useless Presenter: James R. Hitchner Fields of Study: Specialized Knowledge & Applications	Fraud Prevention through Internal Accounting Controls Presenter: Karen Kaseno Fields of Study: 1hr Auditing + 1hr Specialized Knowledge & Applications	A Lawyer's View Presenter: Andrew Sherman Using Post-Merger Integration to Guide Pre-Merger Success Presenter: Scott Whitaker Fields of Study: 1hr Finance + 1hr Specialized Knowledge & Applications	Use of the Market Method in Marital Dissolution Valuations Presenter: Derald Lyons and Ron Seigneur Fields of Study: Management Advisory Services	Discount for Lack of Marketability: A Case Study Approach to Understanding Supporting Methodology, Part 1 Presenters: Jim Lurie and Kevin Yeanoplos
3:45 - 4:00 p.m.	Afternoon Break and Exhibits
4:00 - 5:40 p.m. CPE: 2 Hours	Appraisers in a Choke Hold: Regulatory and Ethical Issues for Valuation Analysts in Tax Valuations Presenter: Tom Hilton Fields of Study: Taxes	Conducting Successful Fraud Investigations and Avoiding the Legal Pitfalls Presenter: Paul Zikmund Fields of Study: 1hr Accounting + 1hr Auditing	Contrasting Buyer's Point of Views and Management Buyouts Presenter: Enrique Brito Getting the Deal Done— Strategies of Success: Identifying Stages, Pricing and Auctions Presenter: Dennis Roberts Management Buyouts Presenter: Scott Miller Fields of Study: 1hr Finance + 1hr Specialized Knowledge & Applications	How to Discover and Prove the Existence of Hidden and Overseas Assets and Income Presenters: Francisco Rosillo and Jonathan Wolfe Fields of Study: 1hr Accounting + 1hr Business Law	Discount for Lack of Marketability: A Case Study Approach to Understanding Supporting Methodology, Part 2 CPE: 4hrs Fields of Study: Specialized Knowledge & Applications
5:40 - 6:30 p.m.	Networking Reception and Exhibits

Friday — June 4, 2010
Time
6:30 - 8:00 a.m.	Continental Breakfast, Conference Registration and Exhibits
7:00 - 7:50 a.m. Early Board CPE CPE: 1 Hour Fields of Study: 1HR SK&A	Option One Advisor 7 Secrets - Learn the Top Seven Secrets of the Most Successful Advisors in Today's Market Presenter: Rich Campe ProAdvisor Coach	Option Two Introduction to Fraud Risk Assessment Presenter: Paul Zikmund	Option Three How to Obtain the Certified Forensic Financial Analyst (CFFA) Designation Presenter: Michael Kaplan	Option Four Introduction to Business Appraisal Review Presenter: Howard Lewis and Francisco Rosillo
8:00 - 8:50 a.m. CPE: 1 Hour	General Session—Case Law Update Presenter: Mel Abraham Fields of Study: Specialized Knowledge & Applications
8:50 - 9:15 a.m.	Morning Break and Exhibits
Session Tracks	Track One Business Valuation	Track Two Litigation Consulting	Track Three Academic Research	Track Four Healthcare Consulting	Track Five IBA Symposium
9:15 - 10:05 a.m. CPE: 1 Hour	Techniques for Conducting Effective Internet Research Presenter: Eva Lang Fields of Study: Specialized Knowledge & Applications	Ten Ways Attorneys Kill Their Own Experts and Ten Ways Experts Can Protect Themselves Presenters: Michael Kaplan and Miles Mason Fields of Study: Production	The Equity Premium in 150 Textbooks Presenter: Pablo Fernández Fields of Study: Finance	Hot Topics in Compliance Presenter: Gabriel Imperato Fields of Study: Administrative Practice	Meaningful Financial Analysis and Supporting Normalization Adjustments Presenter: Brent McDade
10:05 - 10:15 a.m.	Morning Break and Exhibits
10:15 - 11:55 a.m. CPE: 2 Hour	Distressed Company Restructuring and Valuation Presenter: Ray Clark Fields of Study: 1hr Business Law + 1hr Finance	Hot Issues for Damages Experts: Discounting Future Economic Damages to Present Value and Projecting Future Economic Damages through Business Valuation Methodology Presenters: Robert Dunn and Everett Harry Fields of Study: Specialized Knowledge & Applications	The Valuation of Tax Loss Carryforwards Presenter: Felix Streitferdt Fields of Study: 1hr Taxes + 1hr Finance	Hospital Joint Ventures— Understanding Both Sides of the Transaction Presenter: Kent Pummel Fields of Study: Specialized Knowledge & Applications	Meaningful Financial Analysis and Supporting Normalization Adjustments, continued CPE: 3hrs Fields of Study: Specialized Knowledge & Applications
11:55 - 12:55 p.m.	Conference Networking Luncheon and Exhibits
12:55 - 1:50 p.m. CPE: 1 Hour	Dealing with Interest Bearing Debt in Valuations Presenter: Don Wisehart CPE Fields of Study: Specialized Knowledge & Applications	How to Identify and Manage Malpractice Risks in Your Role as an Expert Witness Presenter: Jonathan Ziss Fields of Study: Behavioral Ethics	Volatility in Estimates of Industry Risk Premia and Its Implications Presenters: Keith Sellers Fields of Study: Specialized Knowledge & Applications	Health Care Fraud Enforcement: Exciting Developments in 2010 Presenters: Cindy Eddins Collier, Gabriel Imperato, Kirk Ogrosky, and Robert Wade Fields of Study: Specialized Knowledge & Applications	To Forecast or Not to Forecast: That Is the Question Presenter: Steven M. Egna Fields of Study: Specialized Knowledge & Applications
1:50 - 2:05 p.m.	Afternoon Break and Exhibits
2:05 - 3:45 p.m. CPE: 2 Hours	STOP! You are Working on the Wrong Thing. Your Narrative Reports Should Support Your Value Conclusion Presenter: Alfred King Fields of Study: 1hr Communication + 1hr Specialized Knowledge & Applications	Lost Profits: Demonstrate Causation and Prove Damages with Statistical Analysis Using Microsoft Excel Tools and Functions Presenter: Mark Filler Fields of Study: Statistics	Revisiting Total Beta Presenter: Sarah von Helfenstein Fields of Study: 1hr Finance + 1hr Statistics	Healthcare Capital Markets in 2010 Presenters: Todd Rudsenske Fields of Study: Finance	Improving the Valuation of Small Companies Using Public Company Data Presenter: Robert Schlegel Fields of Study: Specialized Knowledge & Applications
3:45 - 4:00 p.m.	Afternoon Break

4:00 - 5:40 p.m.
CPE: 2 Hours

The Use of Regression Analysis as a Means to Better Forecast Sales When Using the DCF Method
Presenter: Richard Eichmann
Fields of Study: Economics

After the Client/Attorney Calls—How to Access and
Secure Electronic Data?©
Presenter: Ron Williams
Fields of Study:

Location and the Liquidity and Valuation of Private Businesses
Presenter: Vincent Covrig
and Daniel McConaughy
Fields of Study: Finance

Healthcare Regulatory Compliance Issues: What's Hot Today?
Presenters: Robert Wade
Fields of Study: Business Law

The Market Approach
in Times of Trouble
Presenter: Robert Schlegel
Fields of Study: Specialized Knowledge & Applications

5:40 - 6:30 p.m.

Closing Reception and Exhibitor Raffle

Saturday — June 5, 2010
Time
7:30 - 8:30 a.m.	Continental Breakfast
8:30 - 10:15 a.m. CPE: 2 Hour	General Session—Industry Standards Update: NACVA and IBA Joint Presentation Presenters: Mark Hanson, Mark Kucik & Panel Fields of Study: 1hr Administrative Practice + 1hr Regulatory Ethics
10:15 - 10:30 a.m.	Morning Break
Session Tracks	ValuSource Software and KeyValueData				Practice Management
10:30 - 11:30 a.m. CPE: 1 Hour	Marketability Discounts: The Next Revolution— The Pluris DLOM Database Presenter: Espen Robak Fields of Study: Specialized Knowledge & Applications	KeyValueData— The Leader in Valuation Data and Research Presenter: David Fein Fields of Study: Specialized Knowledge & Applications	IBA Market Data: Understanding and Using the Largest Transaction Database for Privately Held Businesses Presenters: Warren Burkholder and Howard Lewis Fields of Study: Specialized Knowledge & Applications	Using RMA Valuation Edition Presenter: Dave Miles Fields of Study: Specialized Knowledge & Applications	Coming 'Unstuck': Removing Staffing Roadblocks to Expanding Your BV and Consulting Practice Presenter: John Borrowman
11:30 - 11:40 a.m.	Morning Break and Exhibits
11:40 - 12:40 p.m. CPE: 1 Hour	Marketability Discounts: The Next Revolution— The Pluris DLOM Database Repeat	KeyValueData— The Leader in Valuation Data and Research Repeat	IBA Market Data: Understanding and Using the Largest Transaction Database for Privately Held Businesses Repeat	Using RMA Valuation Edition Repeat	Coming 'Unstuck': Removing Staffing Roadblocks to Expanding Your BV and Consulting Practice, continued CPE: 2 hrs Fields of Study: Administrative Practice
12:40 p.m.	Conference Concludes

2010 Host Hotel
The Legendary Fontainebleau Miami Beach
Magnificent Oceanside Setting. Affordable Luxury.
The Fontainebleau Miami Beach is a spectacular blend of Miami's glamorous golden era and stylish modern luxury.
The conference rate $199 single/double occupancy is available three days prior and post conference dates based on availability.
The conference rate expires on May 14, 2010.
For reservations call (800) 548-8886 or to book your reservation online: click here
Fontainebleau Miami Beach website: click here

The Fontainebleau Miami—Full steam ahead to host NACVA and the IBA in 2010.

Conference Registration Fees

NACVA and IBA Members	$1,165
Non-Members	$1,295

Multi-person and full-time Academician discounts are available. Please inquire.
Register with NACVA call (800) 677-2009 or click here
Register with IBA call (800) 299-4130 or click here

Early Bird Exhibitor Discounts Available For details: click here

National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200 ▪ Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 ▪ Fax: (801) 486-7500 ▪ Internet: www.NACVA.com

Institute of Business Appraisers
PO Box 17410 ▪ Plantation, FL 33318
Tel: (954) 584-1144 ▪ Tel: (954) 827-0131 ▪ Internet: www.Go-IBA.org