2017 Forensic, Litigation and Valuation Workshops (FLVS17) - BOTH DAYS
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 Export to Your Calendar 10/26/2017 to 10/27/2017
When: 10/26-27/2017
8:30 AM until 4:50 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge
United States


Online registration is available until: 10/26/2017
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Whether you’re a seasoned professional or trying to break into a new practice area, there is something for just about any interest level at this year’s workshops. You can opt for a single day of concentrated information, or attend both days at a discount and get up-to-speed on the latest issues affecting these fast-growing niche areas.

We’ve organized the sessions by experience levels to help you decide which path is best for you. No matter which route you take, you’ll get information that will help you grow your practice — and your bottom line.

Sponsorships are still available. Contact Misean Reed at 504.904.1133 or mreed@lcpa.org.



Gold Sponsor

Core FVS
Practical skills and topics for forensic and valuation services practitioners of all levels.


Special Topics
Deeper dives into specific areas that are common in forensic and valuation services.


BV Fundamentals
Essential valuation skills for the emerging practitioner or experienced practitioner looking for a refresher.


Thur. Oct 26 • Forensic, Litigation, and Valuation Services Workshop (LSW17)
8:00 – 8:30 am Registration & Continental Breakfast
8:30 – 9:20 am

Hot Topics in Forensic & Litigation Services

Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA

Coming soon.

9:20 – 10:10 am

Business Interruption

Dennis Tizzard, CFE, CFF, CPA, CVA • Ericksen, Krentel & LaPorte, LLP • New Orleans, LA

Coming soon.

10:10 – 10:30 am Break
10:30 – 11:45 am

PANEL: Conflict of Interest & Malpractice

Grady Hazel, CPA, CGMA • The Dunham School • Baton Rouge, LA
Randal Robert, JD • Kantrow Spaht Weaver and Blitzer (APLC) • Baton Rouge, LA
Duncan Will, CPA/ABV/CFF • Loss Prevention Manager/A&A Specialist – CAMICO • West Palm Beach, FL

Even when you do everything right, you still can get sued! This presentation will highlight the risk management issues facing valuation specialists and those specializing in litigation support. The panel brings three perspectives: legal, ethical, and the insurer’s. Together, they’ll identify and address risky engagements and risky situations, and focus particular attention on conflicts of interest. You’ll learn some of the basic risk management steps that can help minimize or avoid liability.

11:45 am – 12:35 pm

Family Law: How a CPA Can Help

Helen Popich Harris, JD • Helen Popich Harris, APLC • Lafayette, LA

Coming soon.

12:35 – 1:35 pm Lunch
1:35 – 2:25 pm
Concurrent Sessions

A. Double-Dipping on Income Streams

Ben Woods, CPA/ABV, CVA, CFF • Heard, McElroy & Vestal • Shreveport, LA

Coming soon.

B. Fundamentals of Business Valuation

Nene Glenn Gianfala, CPA/ABV, ASA/BV-IA • Chaffe & Associates • New Orleans, LA
Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

Learn the basics of business valuation, including when a valuation is needed, financial statement analysis, qualitative and quantitative factors that impact your valuation, different valuation approaches, and much more. This session will give participants a basic understanding of the inputs and structure of a business valuation.

2:25 – 2:40 pm Break
2:40 – 3:55 pm
Concurrent Sessions

C. Community Property Law: A Reimbursement Claims Primer

Helen Popich Harris, JD • Helen Popich Harris, APLC • Lafayette, LA

Coming soon.

D. Understanding and Implementing the Income Approach

Nene Glenn Gianfala, CPA/ABV, ASA/BV-IA • Chaffe & Associates • New Orleans, LA
Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

Learn the different models that are used in an income approach, including when to use a capitalization model vs. discounted cash flow model and direct to equity vs. invested capital model. The presenters will also cover the do's and don'ts of preparing projections, defining net cash flows, and determining a discount rate.

3:55 – 4:00 pm Break
4:00 – 4:50 pm

E. When Operating Agreements Are Not Clear

Ben Woods, CPA/ABV, CVA, CFF • Heard, McElroy & Vestal • Shreveport, LA

Coming soon.

F. A Guide to the Market Approach for Business Valuations

Nene Glenn Gianfala, CPA/ABV, ASA/BV-IA • Chaffe & Associates • New Orleans, LA
Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

In this session, the presenters will dive into the various models that can be used in the market approach of a business valuation, including the Guideline Company Comparison, Mergers and Acquisitions Method, and Rules of Thumb. Participants will gain insight into the advantages and disadvantages of each method and adjustments that need to be considered.

Fri. Oct 27 • Business Valuation Workshop (BVW17)
8:00 – 8:30 am Registration & Continental Breakfast
8:30 – 9:20 am

The Estate Tax at 100: Does it Have a Future? Should it?

Richard Gershon, JD, LLM • University of Mississippi School of Law • University, MS

The Federal Estate Tax is a much-maligned centenarian. Politicians regularly call for its repeal, but should they? What is the future of the Federal Estate Tax?

9:20 – 10:35 am

Tax Consequences of Buying & Selling a Business: The Impact of Structure and Consideration

Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA

When buying or selling a business, there’s one thing that’s certain: There will be tax consequences for both the buyer and the seller. The tax consequences of the transaction can vary greatly based on the structure of the transaction. This presentation will discuss the tax consequences of buying and selling a business and how the structure of the transaction plays a large role in the tax consequences of the transaction.

10:35 – 10:55 am Break
10:55 am – 12:10 pm

The ABCs of Intangible Asset Valuation

Nene Glenn Gianfala, CPA/ABV, ASA/BV-IA • Chaffe & Associates • New Orleans, LA

Come learn the ABC's of Intangible Asset Valuation, which includes An overview of the background, importance, and hot topics of intangible assets; a Breakdown of the approaches used to value an intangible asset; and a Case study on how to determine the value of goodwill and other intangible assets in a business combination.

12:10 – 1:10 pm Lunch
1:10 – 2:25 pm

Responding to Challenged Opinions (or Daubert and Other Horror Stories)

James (Jim) Koerber, CPA/ABV/CFF, CVA • The Koerber Company
Jason MacMorran, CPA/ABV/CFF, CVA, MS • Postlethwaite & Netterville

When CPAs are faced with motions to exclude their testimony, it is important to know what to do before, during, and after the motion is filed. The session will address case law, defending your opinion, preparation for the hearing, and assisting the attorney with responses.

2:25 – 2:45 pm Break
2:45 – 3:35 pm

Give Your Business a Health Checkup for Exit Planning

Vanessa Brown Claiborne, CPA/ABV, ASA, AEP • Chaffe & Associates • New Orleans, LA

Business owner’s exit or succession planning typically takes a back seat to strategic planning and customer needs. An effective exit or succession plan provides protection against unknown and unforeseeable events such as the death, disability or divorce of an owner or loss of key employees. Unfortunately, if these matters are ignored, business owners may face grave consequences. This presentation will address the best practices for a successful business exit or succession based on three key issues: maximizing the value of the business, developing a personal financial plan, and developing a life after business plan.

3:35 – 4:50 pm

Q&A Panel Discussion: Stump the Chumps

Edward J. Comeaux III, CPA/ABV • Charles C. Theriot & Company Certified Public Accountants, LLC • Houma, LA
James A. (Jim) Koerber, CPA/ABV/CFF, CVA • The Koerber Company, P.A. • Hattiesburg, MS
Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville Consulting • Baton Rouge, LA
Riley J. Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates • New Orleans, LA

With the CPA facing various issues related to valuation and litigation services, this session provides an opportunity to ask questions related to valuation standards, professional standards, conflicts of interest, practice management, and other timely topics.

Renaissance Hotel
7000 Bluebonnet Blvd.
Baton Rouge, LA 70810
225.215.7000

Rate: $149
Cut-off Date: 10/4
Group Code: To secure this rate, mention LCPA’s Business Valuation/Litigation Services Workshop.

Registration Fees

Up to 8 credits each day • Up to 16 credits total

Early Bird (through 10/10) Member/Non-member:
Both Days: $548/748
Register online using the 'Register' button above.

Other One-Day Registration Options
LSW17: $299/399
BVW17: $299/399

After 10/10, add $50 to your fee.

*Non-CPA staff of LCPA members may attend at the member rate.

To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person?
Fill out our Group Registration Form and email it to register@lcpa.org.