2021 AICPA & CIMA Forensic and Valuation Services Conference

Last month I had the honor of co-chairing the AICPA & CIMA Forensic and Valuation Services Conference in Las Vegas, Nevada. I have served on the Conference Planning Committee since 2018 and served as the Valuation Chair for the 2020 and 2021 Conferences.

Over 920 were in attendance – including speakers from the U.S., Canada, virtual attendees, in-person attendees, exhibitors and AICPA staff team members. It was wonderful to be back in-person this year, while joined by our virtual audience during all concurrent sessions!

The AICPA & CIMA Forensic and Valuation Services Conference is a premier annual conference which provides timely updates on industry trends, cutting-edge information on new technology, and networking opportunities. In general, this conference is geared towards forensic accounting professionals, business valuation services professionals, litigation services consultants and experts, emerging FVS professionals, CFOs, Controllers, and senior financial professionals.

Four Mercer Capital professionals, Chris Mercer, Travis Harms, David Harkins and myself were on the agenda, speaking at five sessions.

Click the links below for session descriptions and objectives:

To promote the conference and selected sessions, I was interviewed by the Journal of Accountancy about the session Lessons in Career and Business Development During Times of Disruption given by me and Hubert Klein, Partner at Eisner Advisory Group. Below are a few excerpts from the interview.

Interpersonal skills, flexibility, understanding of new technologies, and adaptability are more important than ever, according to Calhoun, and your development plan should incorporate the skills that will be necessary for thriving in continuous disruption.

“This is an opportunity for us as a profession to come together and exchange general best practices, think about what the next roadblocks will be, and how we can hopefully overcome those together,” Calhoun said.

Hubert and I had a great time putting this session together. It’s full of hard earned lessons that you might find of interest. The article does a great job of encapsulating the session.

In addition to the above sessions led by Mercer Capital professionals, the full agenda including speaker biographies can be found here. Below is a list of other sessions you might be interested in.

Sessions of Interest:

  • The Valuation Conclusion Synthesis of Multiple Methods: The Why & How of Using Multiple Methods
  • Intro to Damages: The Intersection of Law and Financial Analyses
  • Key Valuation Issues in Matrimonial Litigation
  • Active vs. Passive Appreciation: Overview and Examples
  • Valuing Digital Assets/Cryptocurrencies
  • Pandemic-Fueled Prosecutions: The Rise of White-Collar Criminal and Regulatory Enforcement on Main Street USA
  • Being Right Isn’t Always Enough: Strategies for Presenting Persuasive Expert Trial Testimony in Complex Damages Cases
  • Shareholder Oppression: Advising Clients on Shareholder Disputes
  • COVID-19 and the Path to Recovery — Lessons Learned About Cost of Capital
  • Attorney’s Perspectives: Good vs. Great Expert Witness Testimony
  • Issues in Valuing Small Businesses
  • Valuation & ESG
  • Complex Support and Property Division Dissolution Issues: Considerations of Alternative Asset Management, Equity and Deferred Compensation
  • Social Media Forensics – Game Stop Case Study

The AICPA Conference Committee is already hard at work debriefing and planning for next year. Our committee works diligently to identify in-demand and current topics followed by inviting national and international thought leaders to lead our sessions. If you are interested in attending or submitting a topic for consideration at next year’s event, email  me.

2021 AAML Annual Meeting and AAML Foundation Luncheon

Last month I also had the pleasure of attending the 2021 AAML Annual Meeting and AAML Foundation Luncheon in Chicago, IL. There was a mixture of continued education sessions, networking, sponsor and exhibitor events, committee meetings, dining and social events. This year’s annual meeting marked the Diamond Anniversary of the AAML. It was wonderful to see and meet so many individuals in person in Chicago and discuss various current and complex topics!

Highlighted sessions:

  • Business Valuations: Untangling the Web of Complex and Startup Businesses
  • Designing Families: New Technologies and Their Critical Legal Implications
  • How Does PPP Money Impact Business Valuations
  • Trial Practice and Cutting Edge Technology: Bitcoin Virtual Currency in a Real Word Divorce

We look forward to attending 2022 AAML and AAML Foundation events!

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