BUSINESS VALUATION CONFERENCE CONNECT | SHARE KNOWLEDGE | HAVE FUN SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL CPE: 8 HRS (INCLUDES 1 HR ETHICS) CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS)
BUSINESS VALUATION CONFERENCE SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL CPE: 8 HRS (INCLUDES 1 HR ETHICS) CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS)
You asked and INCPAS listened - the NEW Business Valuation Conference is coming in September!
INDIANA CPA SOCIETY 8250 WOODFIELD CROSSING BLVD. SUITE 100 P.O. BOX 40069
NONPROFIT US POSTAGE PAID INDIANAPOLIS, IN
INCPAS as to what portion, if any, of your registration fee represents direct meal cost. Cancellation Policies: $15 service fee for cancellations or switches received 15 business days or more prior to the program date; $25 service fee for cancellations or switches received six to 14 business days prior to the program date; Nonrefundable registration fee for any INCPAS-sponsored conference cancellations or switches received five business days or less prior to the conference. It is the policy of the Indiana CPA Society, Inc. (“Society”) that any Society member or other person who attends a Society event, function or meeting consents to the Society’s use of that member or attendee’s name, voice, likeness, or image in Society advertising, fundraising, promotional, or educational materials, in any medium whatsoever, without payment of additional consideration to the member or attendee. By participating in or attending Society events, each member or attendee understands and agrees that (i) the Society may record or document its events with photographs, audio and/or video recordings, and other media; (ii) the Society will own any such photographs, audio and/ or video recordings or other media; and (iii) the Society may utilize such materials, including without limitation, posting any such photographs, audio or video recordings, or other media on the Society’s website, for any purpose the Society deems appropriate. Any member or attendee objecting to the possible use of his or her name, voice, likeness, or image in this manner shall communicate in writing his or her objections to or limitations on such use to the Society.
This inaugural conference will offer a mix of basic business valuation methodology, as well as in-depth topics and updates for more experienced business valuation professionals.
FOR MORE INFORMATION: PHONE: (317) 726-5000 TOLL FREE: 1-800-272-2054 FAX: (317) 726-5005 EMAIL:
[email protected] WEB: INCPAS.ORG INDIANA CPA SOCIETY 8250 WOODFIELD CROSSING BLVD. SUITE 100 P.O. BOX 40069 INDIANAPOLIS, IN 46240
NONPROFIT US POSTAGE PAID INDIANAPOLIS, IN PERMIT NO. 154
DISCLAIMER: The information and suggestions presented at the classes, seminars and institutes sponsored by the Indiana CPA Society are subject to constant change, and therefore, should serve only as a foundation for further investigation and study. Further, any forms presented at such classes, seminars or institutes are samples only and are not necessarily authoritative. All information, procedures and forms contained or used in such classes, seminars or institutes should be very carefully reviewed and should serve only as a guide for use in specific situations. INCPAS and contributing authors/ lecturers hereby disclaim any and all responsibility or liability, which may be asserted or claimed, arising from or claimed to have arisen from reliance upon the information or utilization of the information or forms used in such classes, seminars and institutes. The opinions expressed by teachers, seminar leaders and discussion panelists are not those of INCPAS. Continuing education courses purchased from INCPAS may be deductible for federal income tax purposes as ordinary and necessary business expenses. Continuing education course purchases are not deductible as charitable contributions. Please consult your tax advisor for individual assistance in specific situations. Under IRS Code Section 62 (effective 1/1/94), 50 percent of the cost of business meals held in conjunction with association meetings are generally deductible. Inquire with INCPAS as to what portion, if any, of your registration fee represents direct meal cost. Cancellation Policies: $15 service fee for cancellations or switches received 15 business days or more prior to the program date; $25 service fee for cancellations or switches received six to 14 business days prior to the program date; Nonrefundable registration fee for any INCPAS-sponsored conference cancellations or switches received five business days or less prior to the conference. It is the policy of the Indiana CPA Society, Inc. (“Society”) that any Society member or other person who attends a Society event, function or meeting consents to the Society’s use of that member or attendee’s name, voice, likeness, or image in Society advertising, fundraising, promotional, or educational materials, in any medium whatsoever, without payment of additional consideration to the member or attendee. By participating in or attending Society events, each member or attendee understands and agrees that (i) the Society may record or document its events with photographs, audio and/or video recordings, and other media; (ii) the Society will own any such photographs, audio and/ or video recordings or other media; and (iii) the Society may utilize such materials, including without limitation, posting any such photographs, audio or video recordings, or other media on the Society’s website, for any purpose the Society deems appropriate. Any member or attendee objecting to the possible use of his or her name, voice, likeness, or image in this manner shall communicate in writing his or her objections to or limitations on such use to the Society.
This inaugural conference will offer a mix of basic business valuation methodology, as well as in-depth topics and updates for more experienced business valuation professionals.
AT THIS YEAR’S CONFERENCE: Hear from an industry panel on business valuation for the Indiana niches of agriculture, healthcare and life sciences. Michael Hicks, Ph.D., discusses the annual Indiana Economic Forecast and the role of recent state and federal policy changes. Dive deeper into ethical issues through case studies and group discussions.
BUSINESS VALUATION CONFERENCE SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL
CPE: 8 HRS (INCLUDES 1 HR ETHICS) • CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS) 7 a.m.
Registration 7:30-8:15 a.m. Breakfast Session (optional)
Business Valuation Credentials and Standards
B. Buy-Sell Agreements: Anticipating Issues with Scope, Enforcement and Valuation Methodology Richard M. Blaiklock, J.D., Lewis Wagner, LLP
Paul Wapner, CPA, ABV, CGMA, AICPA and Paul N. Wonch, CPA, ABV, CVA, MAFF, K.B. Parrish & Co. LLP
1:45-1:55 a.m.
8:30-9:45 a.m. Opening General Session
1:55-2:45 p.m. Breakout Sessions
Michael Hicks, Ph.D., Ball State University
Bradley H. Minor, CPA, ABV, ASA, CFF, CMEA, CVA, FACFEI, Blue & Co., LLC
Economic Update with Midwest Focus 9:45-10 a.m.
Networking Break
Networking Break A. Nuances of Market Approach
B. Learn How to Work with the IRS on Technical Issues
10-10:50 a.m. Breakout Sessions
Michael Gregory, ASA, CVA, Michael Gregory Consulting, LLC
Tom Sponsel, CPA, ABV, CFF and Amber Hoover, CPA, ABV, Sponsel CPA Group, LLC
2:45-3 p.m.
B. Business Valuation Engagement Risk Management
3-3:50 p.m. Breakout Sessions
A. How to Best Scope a Project and Manage Client Information
Duncan B. Will, CPA, ABV, CFF, CFE, CAMICO 10:50-11 a.m.
Networking Break
Networking Break A. “De-Facts” on DLOMS and DLOCS – A Primer R. James Alerding CPA, ABV, ASA, CFF, CVA, Alerding Consulting, LLC
B. Industry Panel Update: Agriculture,
Dive deeper into ethical issues through case studies and group discussions.
BUSINESS VALUATION CONFERENCE SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL
CPE: 8 HRS (INCLUDES 1 HR ETHICS) • CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS) 7 a.m.
Registration 7:30-8:15 a.m. Breakfast Session (optional)
Business Valuation Credentials and Standards
B. Buy-Sell Agreements: Anticipating Issues with Scope, Enforcement and Valuation Methodology Richard M. Blaiklock, J.D., Lewis Wagner, LLP
Paul Wapner, CPA, ABV, CGMA, AICPA and Paul N. Wonch, CPA, ABV, CVA, MAFF, K.B. Parrish & Co. LLP
1:45-1:55 a.m.
8:30-9:45 a.m. Opening General Session
1:55-2:45 p.m. Breakout Sessions
Michael Hicks, Ph.D., Ball State University
Bradley H. Minor, CPA, ABV, ASA, CFF, CMEA, CVA, FACFEI, Blue & Co., LLC
Economic Update with Midwest Focus 9:45-10 a.m.
Networking Break A. Nuances of Market Approach
B. Learn How to Work with the IRS on Technical Issues
Networking Break 10-10:50 a.m. Breakout Sessions
Michael Gregory, ASA, CVA, Michael Gregory Consulting, LLC
Tom Sponsel, CPA, ABV, CFF and Amber Hoover, CPA, ABV, Sponsel CPA Group, LLC
2:45-3 p.m.
B. Business Valuation Engagement Risk Management
3-3:50 p.m. Breakout Sessions
A. How to Best Scope a Project and Manage Client Information
Duncan B. Will, CPA, ABV, CFF, CFE, CAMICO 10:50-11 a.m.
Networking Break 11 -11:50 a.m. Breakout Sessions
A. Effective Research and Financial Statement Analysis Dan Sailer, CPA, ABV, CFA, Katz, Sapper & Miller LLP
B. ESOPs: A Viable Option in Exit Planning? Scott D. Miller, CPA, ABV, CVA, Enterprise Services, Inc. 11:50 a.m.-12:35 p.m.
Networking Break A. “De-Facts” on DLOMS and DLOCS – A Primer R. James Alerding CPA, ABV, ASA, CFF, CVA, Alerding Consulting, LLC
B. Industry Panel Update: Agriculture, Healthcare and Life Sciences
Dr. Craig L. Dobbins, Purdue University, Michael N. Heaton, CPA, ABV, CFP, CHBC, CVA, PFS, Katz, Sapper & Miller, LLP, and Kristin Jones, Indiana Health Industry Forum MODERATOR: Randie Dial, CPA, ABV, ASA, CFF, CliftonLarsonAllen 3:50-4 p.m.
Networking Break 4-5 p.m. Closing General Session
Conference Luncheon
Practical Ethics
12:40-1:45 p.m. Breakout Sessions
A. The Basics of Income Approach/ Cost of Capital Buildup Bethany M. Hearn, CPA, ABV, ASA, CFF, CliftonLarsonAllen
Danny Goldberg, CPA, CIA, CISA, Gold SRD 5 p.m.
Adjourn
Location
Project Team
Ritz Charles 12156 N Meridian St Carmel, IN 46032 (317) 846-9158
Chair Randie G. Dial, CPA, ABV, ASA, CFF Pamela J. Black, CPA, ABV, CGMA Bret G. Brewer, CPA, ABV, ASA, CBA, CFF, CVA Alexander N. Fritz, CPA, ABV, ASA, CVA Courtney N. Mussat, CPA, ABV Jason S. Thompson, CPA, ABV, ASA, CFE, CFF
GOLD SPONSORS
incpas.org/businessvaluation • Learn More • Read Session Descriptions • Register Online
YOUR CONFERENCE COMMUNITY
Once you have registered for this event you will have access to the CPA Center of Excellence® Business Valuation Conference Online Community, where you can: • Get event updates and directions. • Download your conference materials. • Communicate with speakers and fellow attendees.
• Reference the discussions and resource materials up to a year after the conference.
Pamela J. Black, CPA, ABV, CGMA Bret G. Brewer, CPA, ABV, ASA, CBA, CFF, CVA Alexander N. Fritz, CPA, ABV, ASA, CVA Courtney N. Mussat, CPA, ABV Jason S. Thompson, CPA, ABV, ASA, CFE, CFF
12156 N Meridian St Carmel, IN 46032 (317) 846-9158
• Learn More • Read Session Descriptions • Register Online
YOUR CONFERENCE COMMUNITY
Once you have registered for this event you will have access to the CPA Center of Excellence® Business Valuation Conference Online Community, where you can: • Get event updates and directions. • Download your conference materials. • Communicate with speakers and fellow attendees.
2015 BUSINESS VALUATION CONFERENCE REGISTRATION
MEMBE R ID No.
• Reference the discussions and resource materials up to a year after the conference.
AICPA ID No.
F UL L NAME
NAME TO GREET BY
F IRM/COMPANY
WORK Ph . No.
FAX No.
EMAIL
STREET ADDRES S (no P.O. Bo xes)
WORK / HOME (c irc le )
C IT Y
STATE
COUNTY
Z IP CODE
CHECK ALL THAT APPLY New Address
Member of Another State Society
REGISTRATION FEES METHOD OF PAYMENT Member Registration ................................. $339 Nonmember Registration ..........................$489
( LIST ______________________________ )
AMEX Visa
Discover Check
MasterCard
A continental breakfast and lunch provided in the cost of registration.
N AME O N CARD E XP. DATE
CRED IT CARD No. CVV No.
SIGNATURE
Do you require special accommodations to participate? In case of emergency, whom should we contact on your behalf? N AME
Yes PHONE No.
No refunds for cancellations or switches received by phone or mail after September 11.
No
Earlyb ird (registe r by Au gust 28 and save $2 5)
BUSINESS VALUATION CONFERENCE CONNECT | SHARE KNOWLEDGE | HAVE FUN SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL CPE: 8 HRS (INCLUDES 1 HR ETHICS) CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS)
BUSINESS VALUATION CONFERENCE SEPTEMBER 18, 2015 • RITZ CHARLES, CARMEL CPE: 8 HRS (INCLUDES 1 HR ETHICS) CLE: UP TO 3.8 HRS (INCLUDES 1 HR ETHICS)
You asked and INCPAS listened - the NEW Business Valuation Conference is coming in September!
INDIANA CPA SOCIETY 8250 WOODFIELD CROSSING BLVD. SUITE 100 P.O. BOX 40069 INDIANAPOLIS, IN 46240
FOR MORE INFORMATION: PHONE: (317) 726-5000 TOLL FREE: 1-800-272-2054 FAX: (317) 726-5005 EMAIL:
[email protected] WEB: INCPAS.ORG
NONPROFIT US POSTAGE PAID INDIANAPOLIS, IN PERMIT NO. 154