Archived Webinar Packages
If you missed one of the webinars in the VPS StraightTalk Series, you can order an archived webinar package. All archived webinar packages include an interactive video of the webinar showing the audio synced to the slide presentation in real time, a transcript, and any supplemental handouts.
43- The Correct Way to Use Ibbotson and Duff & Phelps Risk Premium Data - Morningstar and D&P Join Forces
James P. Harrington, Editor, Duff & Phelps Risk Premium Report
Magdalena Mroczek, Senior Editor, Morningstar Ibbotson SBBI® Valuation and Classic Yearbooks
42- Chris Mercer's Opinions of the IRS Critiques of the DLOM Studies, Databases and Models
Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management
Travis W. Harms, CPA/ABV, CFA, Senior Vice President, Mercer Capital
Brian Pearson, CPA/ABV/PFS, ASA, President, Valuation Advisors
41- Lance Hall Rebuts IRS Criticisms of the FMV Opinions Restricted Stock Database
Lance Hall, ASA, Cofounder and President, FMV Opinions
40- IRS’s DLOM Job Aid - A Review of the Discount for Lack of Marketability Job Aid for IRS Valuation Professionals
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
39-Reasonable Compensation – What, Where and Why?
Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC
38- Demystifying Statutory Fair Value
Z. Christopher Mercer, ASA, CFA, ABAR, Founder, CEO Mercer Capital Management
37- Techniques for Determining the Technical Accuracy and Credibility of a Valuation Analysis – Coming Soon
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
36- Transaction Databases Update - Pratt’s Stats, BIZCOMPS and the IBA – Coming Soon
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Marcie Bour, CPA/ABV, BVAL, CFE, CVA, ABAR, CFFA President, Florida Business Valuation Group
35- Business Valuation Calculations, Calculation Reports and Summary Reports
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
34- How to Review a Valuation Analysis and Report
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
33- Cost of Capital and Discount Rates in Litigation/Damages Valuation and Lost Profits
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Robert L. Dunn, Esq. and Everett P. Harry, CPA, MBA
32- Fair Value Methods and Processes Update: Engagement Flowcharts and Checklist Business Combination Case Study
Michael J. Mard, CPA/ABV, ASA, The Financial Valuation Group of FL
Steven D. Hyden CPA/ABV, ASA, The Financial Valuation Group of FL
31- Grabowski on Cost of Capital: An Update on What’s New and There is a Lot That’s New
Roger J. Grabowski, ASA. Managing Director, Duff & Phelps LLC
30- Discounts for Lack of Marketability: Making Sense of New Data and Models
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Valuation Services Group, Grant Thornton
Espen Robak, CFA, President, Pluris Valuation Advisors
Gary Trugman, CPA/ABV, MCBA, ASA, MVS. President, Trugman Valuation Associates
29- The Expert Business Valuation Report: Preventative Medicine - How to Avoid the Big Mistakes and Win the Credibility War
Jay Fishman, FASA, Managing Director of Financial Research Associates
Carole S. Gailor, JD Gailor, Wallis & Hunt, PLLC
28- Buy-Sell Agreements: New Service Line Opportunity - Helping Your Clients Ensure They Work
Z. Christopher Mercer, ASA, CFA, ABAR, Founder, CEO Mercer Capital Management
27- Valuing a Business, Measuring Risk, and Assessing Strategy: You Can’t Do One and Not the Others
Warren D. Miller, CFA, CPA, ASA, Cofounder, Beckmill Research, LLC
26- Discounted Cash Flow - The Correct Way to do it
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Jeff D. Balcombe, CPA/ABV/CFF, CFA, ASA, President, CEO, The BVA Group
Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter Stephens
25- Valuation of Small Bus and Professional Practices - A Practical Presentation
David Smith, CPA/ABV/CFF, CFE, CVA, CFFA, CM&EA, Owner, Smith and Company
Nancy Gault, CPA, CVA, Partner, RHD Miller Company
Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC
24- Fair Value: Valuation of Customer Relationships, Technology, and Non-Compete Agreements
Darren S. Cordier, CFA, The Financial Valuation Group, Dallas, TX.
Steven D. Hyden CPA/ABV, ASA, The Financial Valuation Group, Tampa, FL.
23- Valuing Physician Practices
Mark O. Dietrich, CPA/ABV
22- Key Issues in the Valuation of Small Businesses for Divorce
Ron Seigneur, CPA/ABV/CFF, ASA, CVA, Managing Partner, Seigneur Gustafson LLP
Michelle Gallagher, CPA/ABV/CFF, Principal, Gallagher & Associates CPAs, PLC
Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.
21- Hitchner Valuation Update 2
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
20- Business Valuation Calculations, Calculation Reports And Summary Reports Including a Complete Sample Calculation Report And a Complete Sample Summary Report
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services
19- Discounts for lack of Marketability: New Models and Methods Only
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Grant Thornton
Kevin Yeanoplos, CPA/ABV/CFF, ASA, Director of Valuation Services, Brueggeman and Johnson Yeanoplos
18-“Best of” Business Valuation Reports: Sample Report Language and Examples
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group
17-Hitchner Valuation Update 1
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
16- Dunn on Damages: Current Hot Issues in Presentation of Financial Expert Testimony
Robert L. Dunn, Esq.
15- Using Statistical Measures in BVFLS Engagements
G. William Kennedy, Ph.D., CPA/ABV Partner, Anders Minkler & Diehl LLP
14- Introduction to the Valuation of Intangible Assets: Models and Applications
Mark Zyla, CPA/ABV/CFF, CFA, ASA Managing Director, Acuitas, Inc.
13- Cost of Capital Ibbotson and Duff & Phelps Case Study: How to Use, Reconcile and Defend Your Results
Jim Hitchner, CPA/ABV/CFF, ASA, CEO, Valuation Products and Services
Alina Niculita, CFA, President, Shannon Pratt Valuations
Bob Duffy, CPA/ABV, CFA, ASA, Partner, Grant Thornton
12- Business Valuation Research - the Internet and Web 2.0
note that this was a live internet presentation and no PowerPoint is available – audio only
Jan Davis (President, JT Research)
Eva M. Lang, CPA/ABV, ASA (President, Valuation Products & Services and
Executive Director, Financial Consulting Group)
11-FISHMAN, MARD AND TRUGMAN ON DIVORCE VALUATIONS
Jay Fishman, FASA (Financial Research Associates)
Gary Trugman, CPA/ABV, MCVA, ASA, MVS (Trugman Valuation Associates)
Moderated by Mike Mard (The Financial Valuation Group of Florida, Inc.)
10-HARDBALL WITH HITCHNER, PRATT AND FISHMAN
Shannon Pratt, CFA, FASA, MCBA, CM&AA (Shannon Pratt Valuations)
Jay Fishman, FASA (Financial Research Associates)
Moderated by Jim Hitchner, CPA/ABV, ASA
9-VALUING SMALL BUSINESSES AND PROFESSIONAL PRACTICES
Mark Kucik, CPA, CVA, CM&AA (The Kucik Valuation Group)
Chris Hamilton, CPA, CFE, CVA, DABFA (Arxis Financial, Inc.)
Moderated by Kevin Yeanoplos, CPA/ABV/CFF, ASA (Brueggeman and Johnson Yeanoplos, PC)
8-CALCULATING LOST PROFITS
Mike Crain (The Financial Valuation Group)
Charles Phillips (Acuitas, Inc.)
7-SIZE PREMIUMS, SIZE PREMIUMS AND NOTHING BUT SIZE PREMIUMS
Jim Hitchner, CPA/ABV, ASA
Sam Wessinger (Financial Valuation Advisors, LLC)
6-FAIR VALUE MEASUREMENT
Ed Trott (Financial Accounting Standards Board, Board Member, 1999-2006)
Jim Dondero (Huron Consulting Group)
Moderated by Mike Mard (The Financial Valuation Group of Florida, Inc.)
5-IS MORNINGSTAR IBBOTSON DATA STILL RELEVANT? YES, AND WE’LL TELL YOU WHY. HOW TO PROPERLY UNDERSTAND AND USE IBBOTSON DATA
James Harrington, (Morningstar, Inc. and Senior Editor, Ibbotson SBBI Valuation Yearbook)
Sam Wessinger (Financial Valuation Advisors, LLC)
Moderated by Jim Hitchner, CPA/ABV, ASA
4-BV STANDARDS APPLICATIONS UPDATE: SIX MONTHS INTO COMPLIANCE
Edward J. Dupke, CPA/ABV (Clifton Gunderson, LLP)
R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP)
Moderated by Jim Hitchner, CPA/ABV, ASA
3-DISCOUNTS FOR LACK OF MARKETABILITY:
QUANTITATIVE VS. QUALITATIVE MODELS
Original Broadcast Date: February 27, 2008
R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP)
Neil Beaton, CPA/ABV, ASA, CFA (Grant Thornton, LLP)
Moderated by Jim Hitchner, CPA/ABV, ASA
2-TRANSACTION DATABASES: CAN YOU RELY ON THEM?
Original Broadcast Date: March 18, 2008
Presented by Jim Hitchner, CPA/ABV, ASA
Sam Wessinger (The Financial Valuation Group)
1-COST OF CAPITAL: A CONSENSUS VIEW?
Original Broadcast Date: February 27, 2008
Rod Burkert, CPA/ABV, CVA (Burkert Valuation Advisors)
Alina Niculita, CFA (Shannon Pratt Valuations)
Bob Duffy, CPA/ABV, ASA, CFA (Grant Thornton)
Moderated by Jim Hitchner, CPA/ABV, ASA
