Continuing Professional Education on Business Valuation & Litigation
Upcoming Webinars:
- July 8, 2025: Calculating Damages in Intellectual Property Litigation
- August 12, 2025: Quantifying Personal and Entity Goodwill
Tuesday, July 8, 2025, 1:00 – 3:00 PM ET
Calculating Damages in Intellectual Property Litigation
Speaker:
Kristopher Boushie, MAcc, CPA, ABV, CVA, CFE
Webinar Description:
Determining intellectual property damages presents its own unique challenges, but this doesn’t mean that practitioners need to be overly wary of opportunities in this practice area. Understanding the damages landscape, issues you are likely to encounter, and directions to help navigate through potential roadblocks will make you a stronger and more credible expert. The presentation will cover several key areas:
- Damage remedies
- Case law
- Calculation of damages
- Issues to address and pitfalls to avoid
Learning Objectives:
The participant will learn the following:
- Key Federal and State Statutes Governing IP Damages: Recognizing what is being plead in the complaint.
- Understanding Damages Remedies Available: Monetary remedies vary depending upon the type of IP involved.
- Common Other Claims Accompanying IP Claims: Understanding commonly plead other claims to identify other forms of monetary remedies available.
- Understanding Foundational Case Law: Knowing what must be addressed in expert reports.
- Overview of Damages Methodologies: Considerations in the calculation of lost profits, unjust enrichment, reasonable royalty, and other forms of monetary relief.
- Apportionment: What is required, what is optional, and what are the risks of not apportioning damages.
- Reliance on Technical and Other Experts: How to get the support you need from other experts.
- Potential Pitfalls: Surviving motions in limine.
Handouts:
- VPS Webinar slides
- Following the webinar, attendees will have access to a video recording of the program
About the Presenter:
Kristopher Boushie is a Managing Director with NERA Economic Consulting and NERA’s Business Lead for Intellectual Property. He has over 35 years of experience in financial and litigation consulting, with an emphasis on forensic valuation issues. His practice focuses on consulting with corporate and legal clients on IP damages, IP valuation, and IP asset management issues across a variety of industries. Earlier in his career, Kristopher headed the IP practice of CapAnalysis LLC, an affiliate of Howrey LLP, one of the largest litigation firms in the U.S. He has worked with clients and counsel on hundreds of matters involving patent, trade secrets, and Lanham Act damage assessment, strategic IP analyses, IP licensing negotiations, and patent royalty auditing.
He has been named as an expert in numerous cases and has testified in arbitration hearings, state court, U.S. district court, and before the European Commission.
He received a B.S. in Economics from Allegheny College and a MAcc (Accountancy) from The George Washington University. Kristopher is a Certified Public Accountant (licensed in Virginia), Accredited in Business Valuation, Certified in Financial Forensics, a Certified Valuation Analyst, and a Certified Fraud Examiner.
Tuesday, August 12, 2025, 1:00 – 3:00 PM ET
Quantifying Personal and Entity Goodwill
Speakers:
Asif Charania,CPA/ABV/CFF & Greg Saunders, CPA/ABV/CFF, ASA
Webinar Description:
The webinar will present a quantitative approach using purchase price allocation techniques in estimating personal and entity goodwill. This approach may be used for tax purposes, as well as for family law cases where personal goodwill is a separate asset. The presentation will include a case study illustrating the method.
Learning Objectives:
The participant will learn and be updated on the following:
- Applications of the method for different valuation purposes (e.g., tax and family law matters)
- Background of the techniques and required documents and assumptions
- Compare and contrast quantitative approach against other methods commonly used (e.g., Multi-Attribute Utility Model (MUM))
- Case study illustrating the methodologies
Handouts:
- VPS Webinar slides
- Following the webinar, attendees will have access to a video recording of the program
About the Presenters:
Asif Charania,CPA/ABV/CFF
Asif H. Charania is the practice leader of Keiter’s Valuation and Forensic Services Group. He has over 15 years of experience in financial consulting services. He specializes in valuation and forensic accounting, including financial investigations and litigation consulting services.
His valuation experience includes buy/sell agreements, ESOPs, fairness opinions, financial statement reporting (purchase price allocation and goodwill impairment), mergers and acquisitions, purchase/sale of a security, stock-based compensation, taxation (estate, gift and income tax), stockholder disputes, divorce, and complex securities (e.g., preferred stock, convertible preferred stock, options, warrants, and stock appreciation rights).
His litigation consulting experience includes assisting clients with development of strategy, analyzing industries and markets, evaluating liability issues, to name a few.
His financial investigation experience includes assisting with planning the investigation, assisting with discovery and obtaining evidence, performing computer forensic analysis, quantifying damages, and more.
Greg Saunders, CPA/ABV/CFF, ASA
Greg is a Senior Manager in Keiter’s Valuation and Forensic Services Group. He has over eleven years of experience and specializes in valuation and forensic accounting, including financial investigations and litigation consulting services.
He has performed and/or assisted with over 450 valuation and forensic engagements and has served clients in a variety of industries including technology, financial services, construction, healthcare, retail trade, manufacturing, distribution, wholesale, government contracting, and professional services.
He is a frequent speaker and writer on valuation and forensic accounting topics. He has presented at the AICPA National Forensic and Valuation Services Conference and the VSCPA Forensic and Valuation Services Conference and served as a guest lecturer at The College of William and Mary Raymond A. Mason School of Business. He is a co-author of Financial Valuation: Applications and Models, 5th ed. published in 2025 (the textbook used for the AICPA National Business Valuation School) and has also written technical articles for the Keiter Valuation and Forensic Services blog.
Continuing Professional Education on Business Valuation & Litigation
Jim Hitchner’s Valuation Products and Services (VPS) provides tools to assist practitioners in business valuation, litigation services, and forensics and fraud.
Valuation Products and Service, LLC 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. Some online programs sponsored by VPS are administered by the Virginia Society of CPAs. For more information regarding CPE, refund, complaint, program cancellation or other policies of the Virginia Society of CPAs, visit vscpa.com/CPEPolicies or call (800) 733-8272.