Forensic and Valuation Services Conference - 3-Day - VIRTUAL

Rod Burkert, President, Rb Coaching

As a BV professional, you seek ways to maintain a competitive edge and AI is the next frontier to exploit. Because whether you're on the AI sidelines or already a seasoned user, there is a ton of potential to be explored. This session will showcase real-world examples to demonstrate how you can harness AI to better market, sell, and deliver your services. If AI for BV is on your mind and you're looking to move past the hype and integrate AI into your workflows, this session is one you'll want to attend.

Rod Burkert, President, Rb Coaching

They say pricing is a psychology problem. That's true at first but then it becomes a "math problem"! Fortunately, it's a simple math problem for which we already have the formula and use on almost a daily basis. 

We must understand what prospects are willing to pay for the problems they want us to solve. And offer a risk-adjusted ROI to determine our price. Thus, if you know the value of the prospect's problem and their required return for investing in you, you can agree on a mutually acceptable price without discounting your fee. 

This presentation can add thousands of dollars to your revenue every year if you'll only give the formula a chance.

Jarrod Barraza, Senior Manager, Horne CPA Group

In this session, M&A Fireside Chat, we will discuss ways in which the CPA/valuation professional is uniquely positioned to serve as a financial advisor during M&A transactions. Tom and Jarrod both came to sell-side advisory through a valuation background and will discuss how valuation education and experience has proved to be invaluable when advising clients on M&A transactions. Tom and Jarrod will also give participants a brief market update on the state of mergers and acquisitions in late 2025, along with what is expected going forward. They will also discuss regulatory rules and the processes around acting as the advisor in a sell-side and working on an success fee basis. Attendees will walk away from the session with a greater appreciation for the opportunities in M&A that are out there for valuation professionals, and how to use their education and experience to assist clients in ways unique to valuation professionals.

Robert Vance, Forensic and Valuation Services, PLC

This session explores complex issues identifying and tracing separate property in divorce cases.

Josh Hedrick, CVA, KraftCPAS PLLC

Josh Hedrick, CVA, KraftCPAS PLLC

Miles Mason,

What is new in 2025 in marketing and branding? Are there any short cuts to exploit? Is there an obvious starting point? Do you want to expand your practice? Add interesting cases? Develop your brand? Protect against the incoming recovery? Attorneys are key referral sources. The first step towards overcoming challenges is to understand how today's complexities can become your marketing strengths.

Kris Boushie,

Understanding the IP damages landscape, issues you are likely to encounter, and how to navigate through potential roadblocks, making you a stronger and more credible expert. This presentation will present a detailed discussion of calculating damages in IP litigation, including patent, trade secret, copyright, and trademark damages.

Brent McDade, Director, Williamette Management Associates

This session will discuss the results of the Connelly case, a case that has important implications for the determination of fair market value in the estate tax context. The case is inconsistent with previous guidance from Blount, and it illustrates the importance of reminding our clients to follow the procedures outlined in their buy-sell agreements.

Wynne Baker, KraftCPAS PLLC

Shannon Farr, Director, Elliott Davis Decosimo LLC

Brent McDade, Director, Williamette Management Associates

Robert Vance, Forensic and Valuation Services, PLC

Expert witness selection is an important part of the legal process. Our panel will discuss the pros and cons of expert selection.

Matthew Barnes, Manager, KraftCPAS PLLC

• Emerging tools in 2025 and beyond
• Utilizing artificial intelligence in document management, initial review, and data mining
• AI related professional and ethical standards
• Training staff in AI best practices
• Identifying AI work product

Jeff Hollingsworth, Hollingsworth ADR

James Martin, Nichols Education

Kurt Myers, CPA/ABV, ASA, CBA, CVA

Participants will gain insight into valuation court cases from two former TN judges.

Chris Kuehl, Armada Corporate Intelligence

This session will provide an update on the latest economic and business trends