| AGENDA
AT A GLANCE |
| Sunday,
October 28 |
| |
8:30am
- 5:00pm |
Business
Valuation Committee Meeting |
| |
4:00pm
- 6:00pm |
Early
Registration |
| |
|
|
| Monday,
October 29 |
| |
7:00am
- 8:00am |
Registration/Continental
Breakfast/Exhibits |
| |
8:00am
- 8:15am |
Welcome
and Introduction |
| |
8:15am
- 9:30am |
General Session
|
| |
|
1. |
FASB
Current Thoughts on Fair Value |
| |
|
|
Speaker
to be Determined |
| |
9:30am
- 10:45am |
General Session
|
| |
|
2. |
State
of Business Valuation |
| |
|
|
Speaker:
Shannon P. Pratt, CFA, FASA, MCBA, CM&AA and Jay E. Fishman, FASA
|
| |
10:45am
- 11:15am |
Refreshment
Break/Exhibits |
| |
11:15am
- 12:30pm |
Concurrent
Sessions (Select One) |
| |
|
3. |
Business Combinations
under SFAS 141R |
| |
|
|
Speaker: Gerald
J. Mehm |
| |
|
4. |
I Still Haven't
Found What I'm Looking For. |
| |
|
|
Speaker: Eva
M. Lang, CPA/ABV, ASA |
| |
12:30pm
- 2:00pm |
Lunch |
| |
2:00pm
- 3:15pm
|
Concurrent
Sessions (Select One) |
| |
|
5. |
SFAS 157, SFAS
159 and Beyond: Fair Value, the Fair Value Option, and the Future
of Fair Value in Financial Accounting |
| |
|
|
Speaker: Anthony
V. Aaron, ASA, CFA |
| |
|
6. |
Company-Specific
Risk - New Theories: You Can't Completely Diversify It, But You Can
Quantify It! |
| |
|
|
Speakers: Peter
J. Butler, CFA, ASA and Professor Richard Sias |
| |
3:15pm
- 3:45pm |
Refreshment
Break/Exhibits |
| |
3:45pm
- 5:00pm |
Concurrent
Sessions (Select One) |
| |
|
7. |
Issues in Estimating
the Cost of Equity Capital |
| |
|
|
Speakers: Roger
J. Grabowski, ASA and Shannon P. Pratt, CFA, FASA, MCBA, CM&AA
|
| |
|
8. |
Fairness Opinions:
Emerging Issues and Defensible Analyses |
| |
|
|
Speaker: Jeffrey
S. Tarbell, ASA, CFA |
| |
5:00pm
- 7:30pm |
Reception/Exhibits |
| |
|
|
Tuesday,
October 30
|
| |
7:00am
- 8:00am |
Registration/Continental
Breakfast/Exhibits |
| |
8:00am
- 9:15am |
Concurrent
Sessions (Select One) |
| |
|
9. |
IP
Valuation - A New Look at an Old Friend |
| |
|
|
Speaker:
David C. Dufendach, CPA/ABV, ASA |
| |
|
10. |
One Size Does
NOT Fit All: Industry Analysis As Haute Couture |
| |
|
|
Speaker: Warren
D. Miller, ASA, CFA, CMA, CPA |
| |
9:15am
- 9:25am |
Change
Break |
| |
9:25am
- 10:40am |
Concurrent
Sessions (Select One) |
| |
|
11. |
Current
and Perplexing Issues in Implementing 409A and SFAS 123 R |
| |
|
|
Speaker:
Neil J. Beaton, CPA/ABV, CFA, ASA |
| |
|
12. |
Discounts
& Premiums |
| |
|
|
Speaker:
Ashok Abbott, MBA, Ph.D |
| |
10:40am
- 11:15am |
Refreshment
Break/Exhibits |
| |
11:15am
- 12:30pm |
Concurrent
Sessions (Select One) |
| |
|
13. |
Adjusting
Multiples from Guideline Public Companies |
| |
|
|
Speaker:
Timothy R. Lee, ASA |
| |
|
14. |
Advanced
Modeling for Holding Company Valuation |
| |
|
|
Speaker:
Dennis A. Webb, ASA, MAI, MRICS |
| |
12:30pm
- 2:00pm |
Lunch |
| |
2:00pm
- 3:15pm |
Concurrent
Sessions (Select One) |
| |
|
15. |
Valuing
More Complex Options with Advanced Applications of Numerical Methods
|
| |
|
|
Speaker:
Dwight Grant, MBA, PhD |
| |
|
16. |
The
Market Approach and/versus The Income Approach |
| |
|
|
Speakers:
Matt Crow, CFA, ASA and Travis Harms, CFA, CPA/ABV |
| |
3:15pm
- 3:45pm |
Refreshment
Break/Exhibits |
| |
3:45pm
- 5:00pm |
Concurrent
Sessions (Select One) |
| |
|
17. |
Discount Rate Considerations in a Global Environment. A Market Participant
Viewpoint |
| |
|
|
Speaker:
James T. Budyak, MBA, CPA/ABV, CFA, ASA |
| |
|
18. |
New
Thinking on Discounts for Lack of Marketability |
| |
|
|
Speaker:
Espen Robak, CFA, Ronald Seaman and John J. Stockdale ASA CPA/ABV |
| |
|
|
| Wednesday,
October 31 |
| |
7:00am
- 8:00am |
Continental
Breakfast |
| |
8:00am
- 9:15am |
General
Session |
| |
|
19. |
Business Valuers
and Financial Reporting |
| |
|
|
Speakers: Bruce
B. Bingham, ASA, FASA and Carla G. Glass, CFA, FASA |
| |
9:15am - 10:30am
|
General
Session |
| |
|
20. |
How
the IRS Wants to Help You Stay Out of Trouble |
| |
|
|
Speakers:
Jay E. Fishman, FASA and Michael A. Gregory, ASA, AVA, PE |
| |
10:30am
- 10:45am |
Refreshment
Break |
| |
10:55am
- 12:10pm |
General
Session |
| |
|
21. |
The
Business Appraiser as an Expert Witness: Depositions, Trial and Cross
Examination |
| |
|
|
Speaker: Brian
P. Brinig, JD, CPA, ASA |
| |
|
Conference
Adjourns |
| |
|
|
