Fvs Podcasts

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US In honor of Women’s History Month, the FVS podcast turns the mic over to our four guests that have experienced the FVS profession for 4 years to 4 decades. Please join us for this thoughtful discussion about: ·         Women in the business valuation industry ·         Mentors inside and outside the workplace ·         Expectations from others and for yourself ·         Advice for the next generation of appraisers For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvsse

Host:  Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s):   Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony. Join Saumya, one of our newer hosts, as she speaks with Natalya Abdrasilova, and David Consigli and they delve into and discuss the valuation implications and technical valuation components of the cases.  For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Valuation Court

Host:  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s):   Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP   Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting textbook did to learn: Major differences between personal goodwill and enterprise goodwill Types of assignments that usually involve personal goodwill Impact of size on the presence of personal goodwill Best practices for personal goodwill assignments For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPA.org Family Law and Divorce Engagements - Parts 1, 2, and 3 from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Co

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following: Concepts surrounding marketability discounts are always evolving The criticality of finding data to support your conclusions Need to be flexible to different options for valuing marketability There is no "one size fits all" for determining marketability discounts Common errors Natalya and Brian have observed For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available as part of FVS Section membership BRG (Business Reference Guide) Online - Provides an overview of different mark

Host:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Josh’s conversation with Nene confirms that ESG is not a fad that is going away. This episode will provide you with takeaways that business valuation practitioners need to know including potential increased risks for subject companies. What is ESG and how does it impact a business’ value How will newly required ESG disclosures trickle down and impact private companies Incorporation of ESG into your business valuation practice   Why it is critical to consider ESG during your due diligence  For Further exploration on this topic:    If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  AICPA’s Fundamentals of ESG Certificate (CPE self-study, 9 credits) Additional articles on the AICPA website include: ESG reporting: What’s the value of ESG? Accounting’s role

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:  Zac Liermann, CPA, Senior Consultant, Wipfli LLP               Jared Hannon, CFA, CEIV, Director, Grant Thornton LLP In this episode, we talk to Zac and Jared, who recently presented at the 2022 FVS Conference in Las Vegas on 409A Valuations and discuss the: History and explanation of 409A/ASC 718 Valuations Complex nature of 409A Valuations Difference between simple and complex capital structures Allocation methods appropriate under a particular fact pattern Implementing Option Pricing Model methodologies Also, “fun” stories of the most complex capital structure the presenters tackled and tips to conquer them in practice. For Further exploration on this topic – If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Statement on Standards for Valuation Services (VS Section 100) FREE resource AICPA-CIMA Forensic and

Host: Mark Smith, Director of Valuation Services, AICPA-CIMA Guest(s): Carla Nunes, ABV, Managing Director, Kroll James Harrington, Director, Kroll In the wake of the COVID-19 pandemic entire segments of the global economy were shut down and reopened resulting in global supply chain disturbances. Additionally, Russia’s invasion of Ukraine has put further pressures on global agriculture, energy, and other commodity prices. As a result, we are in an unprecedented period in economic history. In this episode we interview Carla Nunes and James Harrington from Kroll (formerly Duff & Phelps). They were the keynote presenters at the 2022 FVS Conference just a few weeks ago. Join us as we discuss the cost of capital ramifications and how valuations may be impacted by these macroeconomic factors. Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients. CFF Credential(Certified in Fraud and Forensics) ABV Credential(Accre

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Ethan Rouen, Ph.D Ethan Rouen, assistant professor of business administration at Harvard Business School, teaches the course “Reimagining Capitalism”.  Josh came across Professor Rouen’s work while doing his own research on the valuation of human capital.  Join the conversation between Josh and Ethan to learn more about:  How do we view human capital?  As an asset to invest in or an expense to manage? The challenge of creating a KPI for the value creation of human capital Market demand for human capital information via ESG disclosures This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF C

Guest(s): Sugi Hadiwijaya, CR3 Partners, LLC; Dalton Potts, NRD Capital Short podcast structured as conversation on topics of due diligence in restaurant space.  Topics discussed include: Reasons/purposes/goals of restaurant acquisitions How to analyze restaurant P&L during due diligence How to understand operational aspects of due diligence Other matters such as quality of earnings, liquor license transfer, liabilities This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us onl

Host:  Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith This episode Josh touches base with Maryellen, Managing Director with Grant Thornton’s Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA.  Josh, who is an immediate past committee member, leads the discussion to help folks understand: What is the role of AICPA committee work? Who makes a good candidate for the AICPA’s BV committee WIIFM (what’s in it for me)?- What you can expect from being a BV committee member How to get involved: get your feet wet by joining a task force

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Matthew Shaffer, Ph.D Matthew Shaffer, an assistant professor at USC Marshall School of Business, feels accounting is the fundamental measurement for how companies perform and emphasizes the use of accounting fundamentals to determine valuation methods.  His December 2021 article "Why Value the Enterprise enroute to Equity? Valuation Practice in M&A" caught Josh's attention. During this episode, Josh Shilts and Professor Shaffer discuss: What prompted the writing of the article Why M&A advisors and equity analysts use such different methods of valuation How to improve our understanding of the variation between enterprise-value and price value multiples Why not directly capitalize earnings into an equity valuation This is a podcast from AICPA & CIMA, Together as the Association of International Certified Professional Accountants. Learn more at aicpa.org and cimaglobal.com The episode is brought to you by the AICPA’s Forensic and Valuation Serv

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Jay Fishman Jay Fishman is a ground-breaking figure in the business valuation profession.  Jay started Financial Research Associates 41 years ago.  So, what was going on in the BV world 42 years ago?!  Jay’s path in valuation began Manufacturers Appraisal Company, and with a Ph.D. student’s background in research, he started digging into the value of a variety of unusual intangibles.  Josh speaks with Jay about: What drives you to keep pushing, to keep taking the next step Building a community of dedicated professionals to create with versus compete with Daubert - How to be ready for the next challenge What to put in your valuation toolbox? In this edition of the FVS Valuation Podcast, host Josh Shilts, CPA/ABV/CFF/CGMA speaks with Jay Fishman, a ground-breaking figure in the business valuation profession.  Josh and Jay discuss what was going on in the business valuation world 42 years ago that started Jay down the valuation path including the importance o

Guests: Josh Shilts, CPA/ABV/CFF/CGMA              Mark Dietrich, CPA/ABV Josh Shilts, CPA/ABV/CFF/CGMA sits down for a second time with Mark Dietrich, CPA/ABV, to further explore the complexities of healthcare valuation including: Data sources such as the Goodwill Registry Using principles not just rules when performing valuations Private equity transactions and platform investments No cash flow, no goodwill: the role of relative value units (RVU) What to put in your toolbox? The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Ken Pia, CPA/ABV  Josh and guest, Ken Pia, who leads the national matrimonial practice for Marcum LLP will share where the practice is at the beginning of the 3rd year of the pandemic. The podcast will also discuss some important issues to consider such as: Managing quality and credibility in an increasingly complex environment that is increasingly virtual Developing processes and the impact of business valuation trailblazers The value of always being prepared for litigation Avoiding the trend of shortcuts and what to put in your toolbox The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us on

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Dennis Webb  Valuation often takes many forms and when a practitioner encounters an engagement that require different skill sets or retain the appropriate subject matter experts.  This is commonly encountered when a business owns real estate that can often be worth more than the business.  On this podcast Josh and guest Dennis discuss: The benefits of understanding how different professionals approach a valuation Learning to ask questions in the other expert’s language How intangible benefits can change over time and how to communicate this to different stake holders (e.g., judges, IRS, owners). The podcast will also discuss some important issues to consider such as: How to improve or solve multi-disciplinary problems Similarities between business valuation and real estate valuations How discounts are developed for asset holding companies The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of informat

Guests: Victor Padilla, MBA, CFE, Weaver               Christopher Meadors, CPA, CFF, JD, Delta Consulting Group               Sasha Gartman, CFE, CAMS, Weaver Our presenters will provide an overview of the Foreign Corrupt Practices Act (FCPA) and the potential effects that the recent COVID-19 pandemic could have on FCPA enforcement trends. The presenters will discuss examples of FCPA risks that companies should be aware of in this environment and the corresponding actionable steps organizations can take to address such challenges. Examples of challenges include: Reduced budgets Layoffs of corporate compliance and audit professionals A distributed workforce Supply chain issues Make sure you FCPA programs and internal controls account for new risks associated with COVID. Do not let down your guard, FCPA enforcement is not going away any time soon. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for profe

Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC                Vincent Walden, CPA CFE, Alvarez & Marsal                Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners. These experienced forensic accountants discus: Various cases where data analytics is used by the accounting and legal profession Deployment of data analysis tools and in investigations, litigation, and proactive fraud prevention controls Trends in forensic data analysis Why database analysis is a core focus of forensic accountants and anti-fraud professionals Application of a variety of database analysis tools in a variety of circumstances, and some of the challenges Considerations when working with “big data” The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advoca

Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC                Vincent Walden, CPA CFE, Alvarez & Marsal                Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners. These experienced forensic accountants discus: Various cases where data analytics is used by the accounting and legal profession Deployment of data analysis tools and in investigations, litigation, and proactive fraud prevention controls Trends in forensic data analysis Why database analysis is a core focus of forensic accountants and anti-fraud professionals Application of a variety of database analysis tools in a variety of circumstances, and some of the challenges Considerations when working with “big data” The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advoca

Guests: Josh Shilts, CPA/ABV/CFF/CGMA             Roger Grabowski Josh and guest Roger Grabowski discuss: An in-depth history of the evolution discounted cash flow analysis How to deconstruct and evaluate a company’s historical growth The importance of learning about the company and its management The podcast will also discuss some important issues to consider such as: Organic vs acquisition growth The art of data collection Ideal future cash flows vs practical future cash flows The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t mis

Guests: Angela Murdo, CPA, CFE A lack of internal controls can be disastrous to any business. Companies need to ensure sound risk management is in place, no matter their size. Internal controls can be the key to preventing and detecting fraud.  This podcast will address financial and operational risks and provide you with the guidance to help prevent and detect fraud: -         Why are internal controls so important?  -         What questions you should be asking -         Fraud red flags. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Do