2019 Forensic, Litigation & Valuation Services Workshop - 1st DAY ONLY (FLVS119)
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When: October 24, 2019
8:00 AM until 4:30 PM
Where: Renaissance Hotel
7000 Bluebonnet Blvd
Baton Rouge, Louisiana  70810
United States
Presenter: Various

Online registration is closed.
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2019 Forensic Litigation & Valuation Services Workshop

October 24-25 • Renaissance Hotel

Stand out in a crowd.

Why blend in when you can stand out? Whether you’ve been practicing in these niche areas for years or are looking to expand your services, we’ve got you covered. Business valuation and litigation support are growing fields but they require advanced and specialized training to be proficient — and to stay proficient. We’ve hand-picked a truly talented lineup of nationally recognized speakers and big-ticket topics. Check it out!


Thursday, October 24
7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 8:30 am Hot Topics in Valuation and Litigation Services
Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA
8:30 – 9:30 am

Available AICPA Practice Aids & Resources

Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville Consulting • Baton Rouge, LA
James A. (Jim) Koerber, CPA/ABV/CFF, CVA • The Koerber Company, P.A. • Hattiesburg, MS
The CPA must know the AICPA practice aids and professional standards when providing litigation, valuation, and expert witness services. This session will cover these publications, including those newly issued.
9:20 – 9:35 am Break
9:35 – 10:25 am
Concurrent Sessions

A. BV101: What’s It Worth and How Do You Get Started?

John Marcus, MBA, CPA/ABV, CVA, MAFF • Marcus, Hastings & Associates • Metairie, LA

Want to add valuation services to your practice, but not sure how to get started? This session will help you grow your skills and expand your services in this niche area.

B. Advanced Valuation Topics: Option Pricing Models, Monte Carlo

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

This session will give experienced practitioners a high-level overview of several advanced valuation models. The presentation will cover when these models should be used as well as assumptions and inputs that go into building each model.

10:25 – 10:30 am Change Break
10:30– 11:45 am

Creating Better Discounted Cash Flow Models

Benjamin Vance, CPA/ABV • Associate Director, Postlethwaite & Netterville, APAC • Baton Rouge, LA
This session will teach the analyst how to develop better DCF models that are not only ‘supportable assumptions’ but assumptions that support the company’s narrative. We will explore multiple areas that build-up to creating better DCF models, including historical analysis, narrative analysis, cash flow components, key DCF assumptions, and multi-faceted models (including balance sheet and cash flow tests).
11:45 am – 12:45 pm Lunch
12:45 – 1:35 pm

A View From the Bench

Magistrate Judge Richard L. Bourgeois, Jr. • US District Court Middle District • Baton Rouge, LA
Judge Bourgeois will discuss the role of a financial expert in federal court, both during pre-trial litigation and in the courtroom. This session will also examine effective communication skills and tools to assist the trier of fact, avoiding perception of bias, and pitfalls and mistakes to avoid.
1:35 – 1:40 pm Change Break
1:40 – 2:30 pm
Concurrent Sessions

C. Pricing in Acquisitions & Sales

Frank deVay, CEPA • Chaffe & Associates • New Orleans, LA

Take a look at transactions through the eyes of a Mergers & Acquisitions professional and learn what to look for in pricing a company for a sale and/or purchase. This discussion will also cover what is hot as well as current trends in the market with a particularly closer look at local industries in Louisiana and the gulf south.

D. Business Valuation for Pass-Through Entities Post TCJA

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

Learn how to value pass-through entities such as S corps, LLCs, and LPs. and whether or how to consider income taxes depending on the standard of value. This session will also illustrate the impact of TCJA Section 199A- Qualified Business Income Deduction on business values.

2:30 – 2:45 pm Break
2:45 – 3:35 pm

Research & Analysis for Business Valuation Economic & Industry Reports

Lisa Bernard, CPA/ABV/CFF, CVA, CFE • The Koerber Company, PA • Hattiesburg, MS

Business valuations for operating companies include national, state (or regional), and industry economic trends and outlooks. This session will identify the major categories to include in each of those sections as well as methods for researching those areas.

3:35 – 4:20 pm
Stump the Chumps: Q&A Panel
Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville Consulting • Baton Rouge, LA
Robert King, Jr., CPA/ABV/CFF, CVA • The Koerber Company, P.A. • Hattiesburg, MS
Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA
John Marcus, MBA, CPA/ABV, CVA, MAFF • Marcus, Hastings & Associates • Metairie, LA
Friday, October 25
7:30 – 8:00 am Registration & Continental Breakfast
8:00 – 8:50 am

Recent Cases: Distinguishing Cannon

Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA

This session is a discussion of discounts in business valuations in Louisiana jurisprudence since Cannon v. Bertrand.

8:50 – 10:05 am

Litigation 101: Understanding the Process Both When You Are an Expert and When You Are a Defendant

Melissa M. Lessell • Deutsch Kerrigan, L.L.P. • New Orleans, LA

This presentation will focus on two interrelated topics. It will provide an overview of the litigation process in Louisiana, highlighting the difference between state and federal courts and the impact of the differing standards as it impacts experts. It will also provide an overview of the process a CPA may go through when a disciplinary complaint is made against him and/or a professional negligence claim is asserted. It will cover the protocol and litigation strategy as it relates to accounting review panels before the Society, Board Complaints, and litigation against CPA defendants in courts.

10:05 – 10:20 am Break
10:20 am – 11:10 pm
Concurrent Sessions
E. Getting Started in Forensics
Lisa R. Ferrara, CPA, CIA, CFE • Bourgeois Bennett, LLC • Metairie, LA
Susan M. Kliebert, CPA, CRFAC • Kushner LaGraize • Metairie, LA
F. Valuation of Professional Practices
Ben Woods, CPA/ABV, CVA, CFF • Heard, McElroy & Vestal • Shreveport, LA
11:10 – 11:15 am Change Break
11:15 am – 12:05 pm

Personal Goodwill and Other Issues in Louisiana Divorce

A. Carlton Clark, III, CPA/ABV, CVA • Cochran, Clark, Robinson & Thomason • Rayville, LA

The session will cover issues we encounter as practitioners in Louisiana Property Partitions. Carlton will discuss problem areas Louisiana CPAs deal with in the family law area. Audience participation will be encouraged.

12:05 – 1:05 pm Lunch
1:05 – 1:55 pm

Developing a Fraud Control Framework

David Yellott, CPA, CGMA • East Baton Rouge Parish Sheriff’s Office • Baton Rouge, LA

David will address the importance of understanding the origins of fraud and how to develop a fraud control framework that helps mitigate the risk of fraud at an organization.

1:55 – 2:15 pm Break
2:15 – 3:30 pm

Damages: Causation, Foreseeability & Reasonable Certainty

Jason MacMorran, CPA/ABV/CFF, CVA, MS, • Postlethwaite & Netterville Consulting • Baton Rouge, LA
James A. (Jim) Koerber, CPA/ABV/CFF, CVA • The Koerber Company, P.A. • Hattiesburg, MS

In litigation, the CPA must take into consideration these 3 issues when preparing economic damage calculations. This session will examine these areas to help the CPA prepare a credible and defendable report.

3:30 – 4:20 pm

Discovering Undisclosed Income or Hidden Assets in Divorce and Other Litigation Matters

Troy Rush CPA, CVA, CFE • Ericksen Krentel • New Orleans, LA

The presentation will focus on common schemes used to conceal community assets and income before and after the filing for divorce. The presentation will also cover some basic methods and procedures that can be employed to help identify and prove financial infidelity.


Renaissance Hotel

7000 Bluebonnet Blvd
Baton Rouge, LA

Group Rate: $139*
Cut-off date: 10/1

Reserve Online

*Note: Mention LCPA’s 2019 Forensic, Litigation, and
Valuation Services Workshop to get this rate when reserving by phone.

Registration Information

CPE: Up to 16 Credits

Acronym: FLVS19

To register online, use the ‘Register’ button below.
To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040,
Monday through Friday, 8am to 5pm.

After 10/9, add $50 to your fee.

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

Both Days

Registration Fee: $549/749


First Day Only

Registration Fee: $289/389


Second Day Only

Registration Fee: $289/389