NACVAConsultants' Training Insitute
Press Release
National Association of Certified Valuators and Analysts™ (NACVA®)
Consultants' Training Institute (CTI)

Contact: Brien K. Jones, Executive Vice President, Business Development and Continuing Professional Education
5217 South State Street | Suite 400 | Salt Lake City, UT USA 84107
www.NACVA.com | www.TheCTI.com l (801) 486-0600 l BrienJ1@NACVA.com l
BrienJ@TheCTI.com
WDC2013 The Business Valuation and Financial Forensic SuperConference of 2013 Announced by NACVA and the CTI

SALT LAKE CITY—MARCH 20, 2013—The National Association of Certified Valuators and Analysts (NACVA), and the Consultants’ Training Institute (CTI) will collaborate to host the 2013 Annual Consultants’ Conference, June 5–8, 2013 in Washington, DC. Themed “Innovate. Collaborate. Succeed.,” the four-day conference will serve as a forum where ideas, marketplaces, and people from around the globe intersect to expand their networks, explore concepts, and share ideas on how to meet the demands of the dynamic and unpredictable world economy.

The conference will be hosted at the Washington Hilton Hotel in northwest Washington, DC and will feature 57 sessions covering a broad spectrum of the highest-demand specialty areas within the accounting and financial consulting profession, those being business valuation, mergers and acquisitions, succession/exit planning, financial forensics, expert witnessing, forensic accounting, healthcare valuation, risk management, and venture capital valuation. Industry standards and professional ethics will also be discussed. Attendees will have the opportunity to earn up to 38 hours of continuing professional education (CPE) credit in compliance with the National Association of State Boards of Accountancy (NASBA).

“We have assembled an outstanding faculty of over 50 presenters that represent the industry’s masters and emerging leaders to present sessions on the latest theories, practical application, tools, and techniques that ambitious up-and-comers and seasoned business valuation and financial forensic analysts can implement to support their consulting engagements. The knowledge they will gain from these sessions are designed to help bolster their skills and to assist them in building and maintaining a thriving practice,” states Brien K. Jones, Executive Vice President for Business Development and Continuing Education for NACVA and the CTI. “Each year this conference, which is the first major conference of the year in the accounting and financial consulting profession, attracts 700 to 800 U.S. and international business valuation and financial forensic analysts. Not only does the conference deliver technical content, but numerous social events are planned that allow the attendees to expand their networks.”

The conference keynotes, The Firm of the Future: A Radical Business Model for Professional Firms, presented by Ron Baker of the VeraSage Institute, and Advanced Pricing: Tools to Increase Revenue and Pricing Competencies, presented by Michelle Golden, CPF of Golden Practices, will address how today’s accounting and financial consulting firms should consider evolving into a new era of doing business.

Other notable sessions that will be featured as part of the conference include:

Business Valuation Venture Capital Forum
Presenter: Lorenzo Carver, MBA, MS, CPA, CVA of bpCentral, Inc.

Business Valuation Reports and the IRS
Presenter: Mike Gregory, AVA, ASA, Qualified Mediator MN Supreme Court of Michael Gregory Consulting

Combining Formal Valuation Practice, M&A Advisory Services, and the M&A Buy-Side Point of View
Presenter: Mitchell Martin of The McLean Group and Andrew Sherman, Esq., CMAP of Jones Day

Common Misconceptions Regarding SBBI Cost of Capital Information
Presenter: Kevin Piccolo, ASA of Morningstar, Inc.

Current Update in Forensic Accounting—Behavior Detection and Facial Mapping
Presenter: Darrell D. Dorrell, CPA, MBA, CVA, CMA, ABV, CFF of financialforensics®

Emerging Financial Forensic Specialty: Bankruptcy, Insolvency, and Reorganization
Presenter: Michael Pakter, CGMA, CVA, CFFA, CFF, CDBV, CIRA, CFE, CPA, CA of Gould & Pakter Associates, LLC

Estimating the Cost of Capital—An Update on Current Research
Presenters: Dr. Ashok Abbott, tenured Associate Professor of Finance at West Virginia University and
James Harrington, MBA of Duff & Phelps

Evolving and Contradictory IRS Views on the Use of Restricted Stock Data
Presenter: Lance Hall, ASA of FMV Opinions, Inc.

Executive Compensation and Related Issues in Divorce
Presenter: Hubert Klein, CPA, ABV, CFF, CVA, CFE of EisnerAmper, LLP

How to Provide a Supportable Discount for Lack of Marketability
Presenter: James R. Hitchner, CPA, ABV, CFF, ASA of Financial Valuation Advisors

Lost Profits and Damages Calculations
Presenters: Nancy Fannon, CPA, ASA, ABV, MCBA of Meyers Harrison, Pia, LLC and
Rebekah Smith, CPA, CVA, CFFA, CFF of GBQ Consulting, LLC

Normalizing and Control Adjustments for Business Valuation
Presenter: Marc Bello, CPA, ABV, MST, CVA, CFFA of Edelstein & Company LLP

Professional Ethics for Business Valuators
Presenter: Alex Kindler, CPA, ABV, CFF, PFS, CVA of Horovitz, Rudoy & Roteman

Proof of Lost Profits and Lost Business Value in Electronic Commerce Litigation
Presenter: Robert Dunn, JD of Dunn on Damages

Rebuttal Reports and The Defense Expert’s Role
Presenter: Michael Kaplan, CPA, ABV, CVA, CFFA of Kaplan, Abraham, Burkert & Co.

The Effect of Taxes on Value in Private Capital Markets (a.k.a. “S-Corps")
Presenter: Nancy Fannon, CPA, ASA, ABV, MCBA of Meyers Harrison, Pia, LLC

The Reality of Hope and Change: The Outlook for the Healthcare Industry in 2013 and Beyond
Presenter: Tim Smith, CPA, ABV with Touchstone Valuation, LLC

The Role of the Financial Forensic Expert
Presenter: Jeffrey D. Diamond, JD of Law Offices of Jeffrey D. Diamond

The Top Five Commercial Litigation Engagements You’re Missing Out On
Presenter: Neil Beaton, CPA, ASA, ABV of Alvarez and Marsal

Unifying Industry Standards—Bringing Everyone to the Table
Presenters: Mark Hanson, CPA, ABV, CVA of Schenck SC and
Mark Kucik, CPA, CVA, CM&AA, CFF, CPVA of The Kucik Valuation Group

Using Your International Business Valuation Network
Presenter: William Hanlin, CPA, CFE, CVA, CFD of Hanlin Moss, PS, and President of the International Association of Consultants, Valuators and Analysts (IACVA)

Valuing Privately Held Businesses for Succession and Exit Planning
Presenter: Willis Eayrs, CVA, CM&AA, CMAP, CEPA of Corporate Financial Advisor

You, Your Practice, and Assets Are at Risk. Don’t Roll the Dice with Practice Risk Management
Presenters: James Frazier of Primus Assurance Group and
Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR of the Masten Valuation Group

Full conference details, early registration discounts, and the schedule can be found in the conference brochure.

Conference sponsors include the Appraisal Database and Mentoring Services, KeyValueData, the Middle Market Investment Banking Association, and ValuSource. Exhibit opportunities are available.

The NACVA will also offer its Business Valuation Certification and Training Center (BVTC) in Washington, DC, June 3–8, at the Washington Hilton Hotel. The BVTC is the most comprehensive and complete foundational training program teaching to the body of knowledge on how to value private business enterprises. A sound mastery of the course contents will be of great assistance for individuals who wish to pursue an accreditation—be it NACVA’s Certified Valuation Analyst® (CVA®) or Accredited Valuation Analyst (AVA®), or the Institute of Business Appraiser's (IBA) Certified Business Appraiser (CBA).

The Middle Market Investment Banking Association (MMIBA) will offer its Advanced Mergers and Acquisitions Workshop June 6–8, at the Washington Hilton Hotel. This workshop is designed to provide participants with an in-depth view of important aspects in middle market mergers and acquisitions providing a hands-on approach to the analysis and implementation of the foremost strategies used by middle market investment bankers in the areas of capital formation, leveraged buyouts, deal structuring, post-merger integration, and corporate restructurings.

For information, including the schedule of events, early registration discounts, exhibit and sponsor opportunities, and travel services please visit the NACVA website at www.NACVA.com/conference.asp or call Member Services at +1-800-677-2009.