Webinars Past

Straight Talk Series

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 with handouts. Note that CPE is only available for live webinar broadcasts.

Please click on the title of the webinar to order.

136 – S Corp Valuations – The Final Word
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

135 – How to Review a Valuation Analysis and Report
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

134 – Critical Issues in Divorce Valuations
Speakers: Scott A. Womack, ASA, MAFF and Karolina Calhoun, CPA/ABV/CFF

133 – Valuation’s Dirty Little Secrets
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

132 – Mid-Year Business Valuation Update
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

131 – Hitchner and Gregory – Supporting Your Business Valuation with the IRS
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Michael Gregory, ASA, CVA, NSA, MBA

130 – Confessions of Two Reluctant Expert Witnesses
Speakers: Z. Christopher Mercer, FASA, CFA, ABAR and Scott A. Womack, ASA, MAFF

129 – Goodwill in Divorce
Speaker: James Alerding, CPA/ABV, ASA

128 – The Great Debate: Valuing Small Businesses – Business Broker vs. Business Appraiser
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA, James Alerding, CPA/ABV, ASA, and Gregory R. Caruso, JD, CPA, CVA

127 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2018 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

126 – Ethics in Business Valuation: Applying the AICPA Code of Professional Conduct and Professional Standards
Speakers: Rod Burkert, CPA/ABV, CVA and Mark Kucik, CPA, CVA, CM&AA, CFF, CPVA

125 – New Best Practices – The Income Approach
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

124 – Valuing Small Businesses Worth Less than $10 Million Includes the Impact of the TCJA PART 2
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Jim Alerding, CPA/ABV, ASA

123 – Valuing Small Businesses Worth Less than $10 Million Includes the Impact of the TCJA PART I
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Jim Alerding, CPA/ABV, ASA

122 – S Corp Valuations and the Tax Cuts and Jobs Act
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Sam Wessinger

121 – BV and the Tax Cuts and Jobs Act – Q&A with Hitchner, Treharne, and Drysdale
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA, Chris Treharne, ASA, MCBA, Don M. Drysdale, CPA/ABV, ASA

120 – The Impact of the New Tax Law on Business Valuation
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

119 – How Would a BV Professional Assess Your Practice?
Speaker: Rod Burkert, CPA/ABV, CVA, CVB

118 -Hot Issues in Business Valuation with Hitchner and Fishman – PPC Guide
Free webinar – No recording available

117 – Lost Profits: Expert Report
Speakers: Chris Rosenthal, CPA/ABV/CFF, ASA, AEP and Zachary Reichenbach, CPA/ABV/CFF, CFA

116 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2017 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

115 – How New IRS Policy Impacts Your S Corp Valuations<
Speaker: Michael Gregory, NSA, MBA, ASA, CVA

114 – Lost profits or Lost Business Value?<
Speakers: Everett P Harry III, MBA, CPA/CFF and Jeffrey H. Kinrich, MBA, CPA/ABV/CFF

113 – Best Practices in Business Valuation: S Corps
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Kate Morris, ASA

112 – Goodwill in Divorce Matters
Speaker: Jim Alerding CPA/ABV, ASA

111 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Report Writing
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

110 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Guideline Public Company Method
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Kate Morris, ASA

109 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Discounted Cash Flow
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

108 – Using New Resources to Determine and Defend Lack of Marketability Discounts
Speakers: Jim Alerding, CPA/ABV, ASA and Josh Angell, CFA, ASA

107 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – Cost of Capital
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

106 – Best Practices Series: Business Valuation Methods – Business Valuation Methods – The Capitalized Cash Flow Method
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

105 – Best Practices Series: Business Valuation Methods – The Guideline Company Transactions Method
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

104 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2016 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

103 – Buying, Selling, Valuing Small Businesses – The Similarities and the Differences
Speaker: Gregory R. Caruso, JD, CPA, CVA

102 – Navigating the Proposed Section 2704 Regulations
Speaker: Chris Treharne, ASA, MCBA, CVA

101 – Statistics – What you need to know
Speaker: Dr. Michael Crain, DBA, CPA/ABV, CFA, CFE

100 – Appraisal Review – It’s a Lot Harder Than You Think
Speaker: Timothy R. Lee, ASA

99 – Explaining Damages to Juries and Others
Speaker: Chris Hamilton, CPA, CFE, CVA

98 – How to Defend Your Business Valuation – Very Detailed Discussion of Components, Data, Methods, and Applications
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

97 – Dissecting the Reasonable Compensation Job Aid For IRS Valuation Professionals
Speakers: Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA and Melissa Bizyak, CPA/ABV/CFF, CVA

96 – Calculation v. Valuation – How Each Fits in Your Practice
Speakers: Edward J. Dupke, CPA/ABV/CGMA, ASA and James Alerding, CPA/ABV, ASA

95 – Current Developments with Fair Value Measurements
Speaker: Mark L. Zyla CPA/ABV, CFA, ASA

94 – New Hitchner Pratt Fishman Guide- Select Controversial Issues
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA and Jay Fishman, FASA

93 – Annual New Year BV Update – The NEW Concepts, Data, Models, and Methods from 2015 That You Need to Know and Understand
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

92 – Expert Testimony: Where Truth and Advocacy Collide
Speaker: Michael G. Kaplan, CPA/ABV/CFF, CVA, MAFF

91 – Building a BV Practice That Is Good for You – Moving the Dial on Your Practice and Life Further, Faster
Speakers: Mel Abraham, CPA/ABV, CVA, ASA, CSP, Rod Burkert, CPA/ABV, CVA, CVB and Kevin Yeanoplos, CPA/ABV/CFF, ASA

90 – Hardball with Hitchner, Pratt, and Fishman – They Tackle the Tough Issues and Present a Consensus View
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA with panelists Shannon Pratt, DBA, CFA, ABAR, FASA, MCBA, ARM, CM&AA and Jay E. Fishman, FASA, CBA

89 – Small Business Divorce Valuations Including Case Studies and Examples
Speakers: Jim Alerding, CPA/ABV, ASA, CVA and Jim Ewart, CPA/ABV/CFF, CVA

88 – The Guideline Public Companies Method Amazing Lessons from the Tax Court
Speaker: Lance Hall, ASA

87 – Detecting and Avoiding Business Valuation Mistakes: The Guideline Company Transactions Method Small- to Medium-Size Businesses – Archive is not currently available
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA

86 – New IRS Job Aid on How the IRS Determines Reasonable Compensation
Speaker: Michael Gregory, ASA, CVA

85 – New IRS Job Aid on How the IRS Values Non-Controlling Interests in S Corps
Speaker: Michael Gregory, ASA, CVA

84 – Providing Expert Testimony – What to Watch For and What to Watch Out For
Speakers: Jim Alerding, CPA/ABV, ASA and Ed Dupke, CPA/ABV/CFF/CGMA, ASA

83 – Detecting and Avoiding Business Valuation Mistakes – The Capitalization of Earnings/Cash Flow Method – Archive is not currently available
Speaker: Jim Hitchner, CPA/ABV/CFF, ASA, CEO Valuation Products and Services

82 – New Year BV Update: The NEW Concepts, Data, Models and Methods From 2014 That You Need to Know and Understand
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA, CEO Valuation Products and Services and Kate Morris, ASA, President Morris Valuation Consulting

81 – Tangible Asset Valuations within Business Valuations: Golf Courses to Steel Mills – What Business Valuers Need to Know
Speakers: Raymond Moran, ASA, MRICS, CEO, MG Valuation, Edwin Litolff, MAI, CCIM, Managing Director, Frisco Valuation Group and Steven Harski, ASA, CFE, Director, T.B. Harski & Associates

80 – Unlocking Private Company Wealth: Proven Strategies and Tools for Managing the Wealth in Your Private Business
Speaker: Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management

79 – 20 Ways to Calculate the Cost of Equity Capital: A Case Study – How to Apply the New Data and Methods from the 2014 Duff & Phelps Valuation Handbook
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services and Don Wisehart, CPA/ABV/CFF, ASA, CVA, MST, Wisehart, Inc.

78 – Business Valuation Calculations and Calculation Reports: Litigation and Non-Litigation
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC

77 – Employee Stock Ownership Plans: Understanding their Mechanics and the Nuances to Valuing Them
Speakers: Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA and Melissa Bizyak, CPA/ABV/CFF, CVA, Partners, Grossman Yanak & Ford LLP

76 – Implementing the Market Approach Using the Guideline Publicly Traded Company Method
Speaker: Charles Wilhoite CPA/ABV/CFF, CMA, ASA, CFM, CGMA, CBA, CVA, Partner, Willamette Management Associates

75 – An Integrated Look at the Major Valuation Issues of Today
Speakers: Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management and Travis W. Harms, CPA/ABV, CFA, Senior Vice President, Mercer Capital

74 – Practical Application of Intangible Asset Valuation Approaches and Methods
Speaker: Robert F. Reilly, CPA/ABV/CFF, Managing Director of Willamette Management Associates

73 – Grabowski on Cost of Capital An Update on What’s New in the April 2014 Cost of Capital: Applications and Examples, 5th ed. Book
Speaker: Roger J. Grabowski, ASA. Managing Director, Duff & Phelps LLC

72 – Engagement Letters in Valuation and Forensic Services – Our Biggest Protection
Speakers: Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC and Donald J. DeGrazia, CPA/ABV/CFF, Partner, Gold Gocial Gerstein LLC

71 – New Year BV Update – The NEW Concepts, Data, Models and Methods From 2013 That You Need to Know and UnderstandArchive is not currently available
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA CEO, Valuation Products and Services and Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter

70 – Fundamentals of Personal Injury and Wrongful Death Economic Damage Calculations How to Apply the Various Methods, Studies and Data Sources
Speakers: Jim Koerber, CPA/ABV/CFF, CVA, CFE, Shareholder, The Koerber Company, P.A., Brian Schmittling, CPA/ABV/CFF, CVA, CFE, Shareholder, The Koerber Company, P.A. and Rob King, CPA/ABV, CVA, CFE, Shareholder, The Koerber Company, P.A.

69 – BV Standards Q&A: Real World Solutions to Perplexing Issues Standard Experts on AICPA, ASA/USPAP and NACVA/IBAArchive is not currently available
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Carla Glass, CFA, FASA, Member-Owner, Hill Schwartz Spilker Keller and Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA, Partner, Grossman Yanak & Ford

68 – How to Review Your Own Valuation Analysis and Report – Is It Reliable, Understandable, Complete and Persuasive?
Speakers: Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group and Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.

67 – Major Value Drivers in Valuation – Cost of Capital and Discounts for Lack of Marketability: How to Properly Apply the Various Methods, Studies and Data SourcesArchive is not currently available
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC

66 – Dos and Don’ts in the Valuation of Small Businesses and Professional Practices Including Divorce Valuation Issues
Speakers: Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC, Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR, Founder of Masten Valuation and Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC

65 – How to Reconcile Your Value And Support Your Conclusion
Speakers: Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc. and Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group

64 – How to Detect and Attack a “Rigged” Valuation: Preparing the Case Against an Unethical Valuation
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter

63 – Common and Uncommon Business Valuation Mistakes
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC

61 – Understanding What the Auditors are Looking For in Your Fair Value Reports
Speakers: Mark J. Edwards, CPA/ABV, CFA and David C. Dufendach, CPA/ABV, ASA

60 – Business Valuation Calculations and Calculation Reports
Speakers: Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC and Ed Dupke CPA/ABV/CFF/CGMA,ASA Owner, Dupke Consulting

59 – Valuation of Small Businesses – Solutions to Key Issues in Valuing Businesses Worth Less than $5 million
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors and Gary Trugman, CPA/ABV, MCBA, ASA, MVS  President, Trugman Valuation Associates, Inc.

58 – New Year BV Update: The NEW Concepts, Data, Models and Methods From 2012 That You Need to Know and Understand
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC and Jay Fishman, FASA Managing Director, Financial Research Associates

57 – Risky Business: The Generous Helping of Company-Specific Risk that May Already Be Included in Your Size Premium
Speaker: Theodore D. Israel, CPA/ABV/CFF, CVA Director, Litigation Services, Eckhoff Accountancy Corporation

56 – The 5 “Big” Valuation Issues
Speaker: Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management

55 – How to Write a Valuation Report for the IRS
Speaker: Michael A. Gregory, ASA, AVA, MBA, PE, Chief Manager, Michael Gregory Consulting LLC

54 – Hitchner Q&A Panel- New Insight and Research in Cost of Capital, DLOMs, S Corps, Transaction Databases and Reports  – We Tackle the Toughest Issues – You Ask the Questions – We’ll Answer Them
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC and Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors

53 – Defending Your Valuation Reports Before the IRS – How to Address Key Controversial Issues
Speakers: Robert Grossman, CPA/ABV, CVA, ASA, MST, CBA, Partner, Grossman Yanak & Ford and Melissa Bizyak, CPA/ABV/CFF, CVA, Partner, Grossman Yanak & Ford

52 – Valuation of Small Businesses:  How to be Efficient and Deal with Key Issues
Speakers: Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group, Lari Masten, MSA, CPA, ABV, CFF, CVA, ABAR, Founder of Masten Valuation and Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC

51 – Normalization vs. Abnormalization Adjustments in Valuation Why When What How and How Not
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC

50 – Transfers of Non-Qualified Stock Options Making the Most of Stock Option Benefits Transfers and Valuation Methods
Speakers: Espen Robak, CFA, President, Pluris Valuation Advisors LLC, Scott Newman, Esq., Riker, Danzig, Scherer, Hyland & Perretti LLP, Kyle Vataha, Vice President, Pluris Valuation Advisors LLC and Jack Connell, Managing Director, Connell & Partners

49 – Determining Cost of Capital: A Case Study An Easy, Understandable and Supportable Method
Speaker: Jim Hitchner, CEO, Valuation Products and Services

48 – The Confused State of DLOMs The More I Find Out the Less I Seem to Know
Speakers: Jim Alerding, CPA/ABV, ASA, CVA Owner, Alerding Consulting, LLC and Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors

47 – Control Premiums and Minority Discounts in Operating Companies: The Facts, the Fiction and the Figments
Speaker: Jim Hitchner, CEO, Valuation Products and Services

46 – How to Determine, Support, and Testify on Personal Goodwill in Divorce
Speakers: Jim Alerding, CPA/ABV, ASA, CVA, Founder, Alerding Consulting and Harold G. Martin, CPA/ABV/CFF, ASA, CFE, Principal-in-Charge, BVFLS Group, Keiter

45 – Using Forensic Tools in Divorce Engagements
Speaker: Mark S. Warshavsky, CPA/ABV/CFF, MBA, CVA, CBA, CFE, DABFA, CFFA, Partner-In-Charge of the Business

44 – Hitchner Q&A Panel- Cost of Capital, DLOMs and Reports: You Ask the Questions – We’ll Answer Them
Speakers: Jim Hitchner, CEO, Valuation Products and Services, James P. Harrington, Editor, Duff & Phelps Risk Premium Report and Rod Burkert, CPA/ABV, CVA, President of Burkert Valuation Advisors

43 – The Correct Way to Use Ibbotson and Duff & Phelps Risk Premium Data – Morningstar and D&P Join Forces
Speakers: James P. Harrington, Editor, Duff & Phelps Risk Premium Report and 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
Speakers: Chris Mercer, ASA, CFA, ABAR, CEO Mercer Capital Management, Travis W. Harms, CPA/ABV, CFA, Senior Vice President, Mercer Capital and Brian Pearson, CPA/ABV/PFS, ASA, President, Valuation Advisors

41 – Lance Hall Rebuts IRS Criticisms of the FMV Opinions Restricted Stock Database
Speaker: 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
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services

39 – Reasonable Compensation – What, Where and Why?
Speaker: Stacey D. Udell, CPA/ABV/CFF, CVA, ASA, Partner, Gold Gocial Gerstein LLC

38 – Demystifying Statutory Fair Value
Speaker: Z. Christopher Mercer, ASA, CFA, ABAR, Founder, CEO Mercer Capital Management

37 – Techniques for Determining the Technical Accuracy and Credibility of a Valuation Analysis
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group

36 –  Transaction Databases Update – Pratt’s Stats, BIZCOMPS and the IBA
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Marcie Bour, CPA/ABV, BVAL, CFE, CVA, ABAR, CFFA President, Florida Business Valuation Group

35 –  Business Valuation Calculations, Calculation Reports and Summary Reports
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services

34 –  How to Review a Valuation Analysis and Report
Speakers: Jim Hitchner, CEO, Valuation Products and Services and 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
Speakers: Jim Hitchner, CEO, Valuation Products and Services and 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
Speaker: Michael J. Mard, CPA/ABV, ASA, The Financial Valuation Group of FL and 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
Speaker: Roger J. Grabowski, ASA. Managing Director, Duff & Phelps LLC

30 – Discounts for Lack of Marketability: Making Sense of New Data and Models
Speakers: Bob Duffy, CPA/ABV, CFA, ASA, Partner, Valuation Services Group, Grant Thornton, Espen Robak, CFA, President, Pluris Valuation Advisors and 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
Speakers: Jay Fishman, FASA, Managing Director of Financial Research Associates and Carole S. Gailor, JD Gailor, Wallis & Hunt, PLLC

28 – Buy-Sell Agreements: New Service Line Opportunity – Helping Your Clients Ensure They Work
Speaker: 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
Speaker: Warren D. Miller, CFA, CPA, ASA,  Cofounder, Beckmill Research, LLC

26 – Discounted Cash Flow – The Correct Way to do it
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Jeff D. Balcombe, CPA/ABV/CFF, CFA, ASA, President, CEO, The BVA Group and 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
Speakers: David Smith, CPA/ABV/CFF, CFE, CVA, CFFA, CM&EA, Owner, Smith and Company, Nancy Gault, CPA, CVA, Partner, RHD Miller Company and Mark Hanson, CPA/ABV, CVA, Shareholder, Schenck SC

24 – Fair Value: Valuation of Customer Relationships, Technology, and Non-Compete Agreements
Speakers: Darren S. Cordier, CFA, The Financial Valuation Group, Dallas, TX. and Steven D. Hyden CPA/ABV, ASA, The Financial Valuation Group, Tampa, FL.

23 – Valuing Physician Practices
Speaker: Mark O. Dietrich, CPA/ABV

22 – Key Issues in the Valuation of Small Businesses for Divorce
Speakers: Ron Seigneur, CPA/ABV/CFF, ASA, CVA, Managing Partner, Seigneur Gustafson LLP, Michelle Gallagher, CPA/ABV/CFF, Principal, Gallagher & Associates CPAs, PLC and Chris Hamilton, CPA, CFE, CVA, DABFA, Principal, Arxis Financial, Inc.

21 – Hitchner Valuation Update 2
Speaker: Jim Hitchner, 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
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group and Jim Alerding, CPA/ABV, ASA, CVA ,Partner, Clifton Gunderson Valuation and Forensic Services

19 – Discounts for lack of Marketability: New Models and Methods Only
Speakers: Bob Duffy, CPA/ABV, CFA, ASA, Partner, Grant Thornton and 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
Speakers: Jim Hitchner, CEO, Valuation Products and Services and Mark Kucik, CPA, CVA, CM&AA, Founder of The Kucik Valuation Group

17 – Hitchner Valuation Update 1
Speaker: Jim Hitchner, CEO, Valuation Products and Services

16 – Dunn on Damages: Current Hot Issues in Presentation of Financial Expert Testimony
Speaker: Robert L. Dunn, Esq.

15 – Using Statistical Measures in BVFLS Engagements
Speaker: G. William Kennedy, Ph.D., CPA/ABV Partner, Anders Minkler & Diehl LLP

14 – Introduction to the Valuation of Intangible Assets: Models and Applications
Speaker: 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
Speakers: Jim Hitchner, CEO, Valuation Products and Services, Alina Niculita, CFA, President, Shannon Pratt Valuations and 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
Speakers: 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
Speakers: Jay Fishman, FASA (Financial Research Associates) and 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
Speakers: Shannon Pratt, CFA, FASA, MCBA, CM&AA (Shannon Pratt Valuations) and Jay Fishman, FASA (Financial Research Associates)
Moderated by Jim Hitchner

  9 – VALUING SMALL BUSINESSES an PROFESSIONAL PRACTICES
Speakers: Mark Kucik, CPA, CVA, CM&AA (The Kucik Valuation Group) and 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
Speakers: Mike Crain (The Financial Valuation Group) and Charles Phillips (Acuitas, Inc.)

  7 – SIZE PREMIUMS, SIZE PREMIUMS AND NOTHING BUT SIZE PREMIUMS
Speakers: Jim Hitchner and Sam Wessinger (Financial Valuation Advisors, LLC)

  6 – FAIR VALUE MEASUREMENT
Speakers: Ed Trott (Financial Accounting Standards Board, Board Member, 1999-2006) and 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
Speakers: James Harrington, (Morningstar, Inc. and Senior Editor, Ibbotson SBBI Valuation Yearbook) and Sam Wessinger (Financial Valuation Advisors, LLC)
Moderated by Jim Hitchner

  4 – BV STANDARDS APPLICATIONS UPDATE: SIX MONTHS INTO COMPLIANCE
Speakers: Edward J. Dupke, CPA/ABV (Clifton Gunderson, LLP) and R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP)
Moderated by Jim Hitchner

  3 – DISCOUNTS FOR LACK OF MARKETABILITY: QUANTITATIVE VS. QUALITATIVE MODELS
Original Broadcast Date: February 27, 2008
Speakers: R. James Alerding, CPA/ABV, ASA, CVA (Clifton Gunderson, LLP) and Neil Beaton, CPA/ABV, ASA, CFA (Grant Thornton, LLP)
Moderated by Jim Hitchner

  2 – TRANSACTION DATABASES: CAN YOU RELY ON THEM?
Original Broadcast Date: March 18, 2008
Presented by Jim Hitchner and Sam Wessinger (The Financial Valuation Group)

  1 – COST OF CAPITAL: A CONSENSUS VIEW?
Original Broadcast Date: February 27, 2008
Speakers: Rod Burkert, CPA/ABV, CVA (Burkert Valuation Advisors), Alina Niculita, CFA (Shannon Pratt Valuations) and Bob Duffy, CPA/ABV, ASA, CFA (Grant Thornton)
Moderated by Jim Hitchner