2018 Forensic Litigation & Valuation Services Workshop - 1st DAY ONLY (FLVS118)
Register Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 10/25/2018
When: 10/25/2018
8:30 AM until 4:45 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge, Louisiana 
United States
Presenter: Various


Online registration is available until: 10/25/2018
« Go to Upcoming Event List  

Consulting is an art that requires the right tools and materials, along with the ability to see the potential. It takes true craftmanship to serve in specialized roles such as an expert witness or an experienced valuator — but those in-demand skills can bring greater business development opportunities to CPAs. Whether you’re a beginner or experienced in these practice areas, the Forensic, Litigation, and Valuation Workshop brings together insightful speakers and cutting-edge topics to help you carve out your niche and shape your future.

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

Thursday, October 25

Registration and continental breakfast from 8:00 to 8:30 am; first session begins at 8:30 am; lunch is included.

Hot Topics

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

Business Valuation and Income Taxes: Life After Tax Reform

Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville Consulting • Baton Rouge, LA

Turn the Practice You Have Into the Practice You Want!

Rod Burkert, CPA, ABV, CVA, CVB • Burkert Valuation Advisors • Madison, SD

Family Law/Goodwill: A Review of Recent Louisiana Cases

Jeffrey W. Bennett, JD • River Ridge, LA

Cost of Capital

Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

409A Equity Compensation

Riley J. Busenlener, CPA/ABV, ASA, AEP, JD and
Vanessa Brown Claiborne, CPA/ABV, ASA, AEP • Chaffe & Associates • New Orleans, LA

Who Doesn’t Love a Discount?

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

Techniques for Finding Hidden Assets OR Buried Treasures

Donna M. Ingram, CPA, CFE, CFF • Donna M. Ingram, CPA, PC • Vicksburg, MS

Rod Burkert, CPA, ABV, CVA, CVB

Rod is a Business Valuation Expert and a Practice Development Coach. He is the founder of Burkert Valuation Advisors, where he has been practicing solo since July 2000. His traditional practice assists individuals, businesses, and attorneys determine or resolve questions of value. He also coaches overwhelmed BVFLS professionals to find more "margin" in their practices and their lives so that they can create the experiences that matter most to them.

Read More

And by leveraging social media and his professional network, Rod has built a mobile consulting practice that allows him to travel full-­‐time throughout the United States and Canada in an RV with his wife and their two dogs. He was named a “Pioneer of the Profession,” as part of the National Association of Certified Valuators and Analysts’ Industry Titans awards at their June 2016 Annual Conference.

Riley J. Busenlener, CPA/ABV, ASA, AEP®, JD

Vice President of the Valuation Advisory • Chaffe & Associates • New Orleans, LA

Mr. Busenlener is the Vice President of the Valuation Advisory group with over 14 years of experience in accounting, corporate finance, and business valuations. He joined Chaffe & Associates, Inc. as a Financial Analyst Intern in 2001. He rejoined the company in 2006.

Read More

He is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants, an Accredited Senior Appraiser (ASA) with the American Society of Appraisers, an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils, and an attorney (JD).

He is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants, an Accredited Senior Appraiser (ASA) with the American Society of Appraisers, an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils, and an attorney (JD).

Mr. Busenlener performs business research and valuations of privately held partnership, limited liability company, and corporate ownership interests.

Vanessa Brown Claiborne, CPA/ABV, ASA, AEP

President & Chief Executive Officer • Chaffe & Associates • New Orleans, LA

Ms. Claiborne has been with Chaffe & Associates, Inc. since 1987 and was promoted to President and Chief Executive Officer in 2009. She also serves as the Managing Director for the Valuation Advisory group. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants and has received her designation as an Accredited Senior Appraiser (ASA) by the American Society of Appraisers.

Read More

She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is Accredited in Estate Planning by the National Association of Estate Planners and Councils and a Certified Exit Planning Advisor by the Exit Planning Institute.

Ms. Claiborne specializes in business valuation services primarily for estate and gift taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, litigation support including expert testimony, exit planning, and shareholder transactions and restructuring.

Duncan Will, CPA/ABV/CFF

Loss Prevention Manager/A&A Specialist – CAMICO • West Palm Beach, FL

Read More

Bio coming soon!

Madison L. Field, MBA, CFE, CVA

Forensic and Transaction Advisory Associate Director — P&N Consulting Services Group • Baton Rouge, LA

Madison is an Associate Director in the forensic and transaction consulting practice at Postlethwaite & Netterville.

Read More

Madison’s practice focuses on forensic, valuation, and transaction advisory services for attorneys, businesses, and individuals. Madison provides advisory services in commercial and individual economic damage matters, assists clients in matrimonial dissolution matters, and performs valuations of businesses and investments. Madison has experience performing business valuations and financial consulting in estate and gift matters, litigation, transactions, and shareholder disputes. Madison has experience providing financial advisory services for personal financial planning, compensation and retirement benefits analysis, forensic accounting and asset tracing, and due diligence.

Madison has prepared, overseen, and contributed to numerous written opinions related to forensic matters and valuations of businesses and investments. Madison speaks locally on litigation and valuation topics, and he brings considerable training and experience to projects through his study to obtain the National Association of Certified Valuation Analyst’s Certified Valuation Analyst credential (CVA) and Association of Certified Fraud Examiners’ Certified Fraud Examiner credential (CFE). Additionally, Madison is active member and Louisiana State Chapter President of the National Association of Certified Valuators and Analysts.

A. Edward Hardin, Jr.

Kean Miller LLP • Baton Rouge, LA

A. Edward Hardin, Jr. is a partner in the Labor and Employment Group at Kean Miller LLP. Ed has represented clients in both state and federal courts, before private arbitrators, and before the National Labor Relations Board, the United States Equal Employment Opportunity Commission, the United States Department of Labor, the Louisiana Workforce Commission, and numerous other states’ fair employment practices agencies. Ed represents and advises employers on a wide variety of issues including employee handbooks and contracts, non-compete and non-solicitation agreements, wrongful termination claims, discrimination and harassment claims, and issues involving wage payment, drug testing, and employee leaves.

Read More

He also represents and advises management on labor relations issues, including union representation of employees, union representation elections, arbitration of collective bargaining agreement grievances, unfair labor practice charges, and collective bargaining agreements with unions. Ed has testified before the Louisiana House of Representatives and Senate Labor and Industrial Relations Committees and has been interviewed for articles in local, state, and national publications. Ed is listed among the top labor and employment lawyers in the State of Louisiana by Chambers USA. Prior to joining the firm, Ed served as Law Clerk to the Honorable Catherine D. Kimball of the Supreme Court of Louisiana. Prior to law school, Ed taught high school at Catholic High School in Baton Rouge.

Donna M. Ingram, CPA, CFE, CFF

Donna M. Ingram, CPA, PC • Vicksburg, MS

Donna Ingram is President of Donna M. Ingram, CPA, PC in Vicksburg, MS. She previously was a partner at May & Company, LLP for 18 years and has practiced accounting for over 30 years. In addition to being a CPA, Donna is a Certified Fraud Examiner and Certified in Financial Forensics.

Read More

Donna is a graduate of Michigan State University. She was a member of the Mississippi Society of CPAs peer review committee for over a decade, serving one term as Chair. She also served as chair of the MSCPA’s Accounting and Auditing Committee. Donna served on the AICPA’s peer review board from 2003 to 2005. Donna is involved in numerous civic and charitable organizations and has been a presenter of accounting, auditing and fraud related courses around the country. Donna and her husband Paul have two sons, one following in his mother’s footsteps as a CPA and the other an assistant PGA professional at Pasatiempo.

James (Jim) A. Koerber, CPA/ABV/CFF

The Koerber Company, P.A. • Hattiesburg, MS

James (Jim) A. Koerber, CPA/ABV/CFF is a shareholder in The Koerber Company, P.A., and is responsible for valuation and litigation services for attorneys, CPAs, and their clients. Koerber has over 40 years of experience in public accounting.

Read More

Koerber attended Mississippi State University (Banking and Finance) and Louisiana State University (Accounting) and is licensed as a Certified Public Accountant in Mississippi, Louisiana, and Alabama. He is Accredited in Business Valuation (receiving the 2013 Accredited in Business Valuation Champion of the Year Award) and Certified in Financial Forensics by the American Institute of Certified Public Accountants. As for professional organizations, Jim is a member of the National Association of Forensic Economics, the American Academy of Economic & Financial Experts, the Mississippi Society of Certified Public Accountants (including past Chairman of the Business Valuation and Litigation Services Committee), the Society of Louisiana Certified Public Accountants (including past Chairman of the Litigation Services Committee), the Alabama Society of Certified Public Accountants, and the American Institute of Certified Public Accountants (including the Forensic & Valuation Services Section).

Koerber has qualified as an expert witness in state courts in Mississippi, Louisiana, Florida, and Texas and United States District Court in Mississippi.

Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA

RAL Forensics, LLC • Metairie, LA

Read More

Bio coming soon!

Jason Mac Morran, CPA/ABV/CFF, CVA

Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

Ben has experience in accounting and advisory services. He has performed business valuations in estate and gift matters, litigation support, sales and acquisitions, and shareholder transactions.

Read More

Additionally, he has experience providing transaction advisory services, including financial modeling, sales tax incentives, and construction cost compliance. Benjamin has prepared, overseen, and contributed to numerous business valuations and speaks locally on valuation and related topics. Additionally, Benjamin is an active member in numerous industry associations and the Society of Louisiana CPAs, serving in various leadership positions.

Jason Mac Morran, CPA/ABV/CFF, CVA

Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA

Jason MacMorran, CPA/ABV/CFF, CVA, is a Director with P&N's Consulting Services Group, and leads the firm's Litigation Niche. Jason's practice focuses on business valuation, transaction advisory services, and economic damages, and his professional experience includes valuations for estate and gift matters, litigation, mergers and acquisitions, and financial reporting. Jason provides litigation support in economic damage issues, assists clients in complex financial forecasting and modeling, and performs general financial consulting.

Read More

Jason has prepared, overseen, or contributed to hundreds of valuations of businesses, interests in businesses, intellectual property, and intangible assets. He speaks nationally and locally on valuation and litigation topics, and he brings considerable training and experience to projects through his study to obtain the American Institute of Certified Public Accountant’s (AICPA) Accredited in Business Valuation credential (ABV) and Certified in Financial Forensics credential (CFF), and the National Association of Certified Valuation Analyst's Certified Valuation Analyst credential (CVA).

In 2011, Jason was appointed to the AICPA's Business Valuation Committee. This ten member committee provides technical and educational guidance to CPAs that provide valuation services. Jason has also been a faculty member for the AICPA's Expert Witness Skills Workshop which trains professionals in testimony skills, was honored as the AICPA's 2014 Business Valuation Volunteer of the Year, and was in the AICPA's inaugural Standing Ovation class for forensic accounting and business valuation professionals. In addition to his service to the AICPA in the valuation and forensic accounting areas, Jason has been an active member of the Society of Louisiana CPAs Forensic and Valuation Services Committee since 2009, chairing that committee in 2013 and 2014.

Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge, LA 70810
866.469.5448

Group Rate: $149
Cut-off date: September 24

To secure this rate mention LCPA Forensic, Litigation, and Valuation Workshop.

Registration Fees

Up to 16 CPE Credits

Early Bird (through 10/10) Member/Non-member:
Day One: $289/389
Register online using the 'Register' button above.

Other Registration Options
Both Days: $549/749
Day Two: $289/389

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.