Event

2011 Annual Consultants' Conference
Hilton San Diego Bayfront
San Diego, California
Wednesday, June 8, 2011 - Saturday, June 11, 2011

The 2011 Annual Consultants' Conference will serve as a forum where ideas, marketplaces, and people from around the globe intersect to explore concepts and share perspectives.

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To download and print the full San Diego 2011 Conference Brochure: click here

Wednesday, June 8, 2011
Time
6:15 - 8:30 AM Continental Breakfast, Registration, and Exhibits
6:30 - 8:15 AM NACVA Case Analysis Roundtables (Pre-Registration Required)
CPE: 2 hour(s)
1 Hr-AC, 1 Hr-SK&A
7:00 - 7:50 AM Professional Errors and Omissions Liability Insurance: Providing Professional Peace of Mind
Presenter(s): Lari Masten
CPE: 1 hour(s)
1 Hr-AP
8:14 - 5:40 PM Pre-Conference Symposium Current Update in Valuations (listed below)
8:15 - 9:55 AM Case Law Update
Presenter(s): Mel Abraham, Peter Agrapides
CPE: 2 hour(s)
1 Hr-AP, 1 Hr-SK&A
9:55 - 10:15 AM Morning Break, Registration, and Exhibits
10:15 - 11:55 AM Industry Standards: Ready to Protect and Serve
Presenter(s): Nancy Fannon, Mark Hanson, Mark Kucik
CPE: 2 hour(s)
1 Hr-BE, 1 Hr-RE
11:55 - 12:55 PM Lunch on Own, Registration, and Exhibits
12:55 - 1:50 PM Normalizing Financial Statements: Normal or Not? Factors to Consider
Presenter(s): Brandi Ruffalo, Garth Tebay
CPE: 1 hour(s)
1 Hr-AC
1:50 - 2:05 PM Afternoon Break and Exhibits
2:05 - 3:45 PM The Heat Is On: A Cost of Capital Pressure Cooker
Presenter(s): Marc Bello, Kim Conrad, Roger Grabowski, James Hitchner
CPE: 2 hour(s)
2 Hrs-SK&A
3:45 - 4:00 PM Mid-Afternoon Break, Registration, and Exhibits
4:00 - 5:40 PM A Premium Perspective on Discounts
Presenter(s): Robert Grossman, Espen Robak
CPE: 2 hour(s)
2 Hrs-SK&A
5:40 - 6:30 PM Opening Reception, Registration, and Exhibits

Thursday, June 9, 2011
Time
6:30 - 8:00 AM Continental Breakfast, Registration, and Exhibits
7:00 - 7:50 AM Specializing in Financial Forensics: How to Obtain the Certified Forensic Financial Analyst (CFFA) Designation
Presenter(s): Michael Kaplan
CPE: 1 hour(s)
1 Hr-SK&A
Zero to 60 in the Consulting Profession: Stepping Stones to Accelerate Your Practice Success
Presenter(s): Mel Abraham
CPE: 1 hour(s)
1 Hr-SK&A
Using Social Media to Expand Your Sphere of Influence
Presenter(s): Rod Burkert, John Misuraca
CPE: 1 hour(s)
1 Hr-PD
How to Obtain the Certified Business Appraiser (CBA) and Accredited in Business Appraisal Review (ABAR) Designations
Presenter(s): James Lurie, Francisco Rosillo
CPE: 1 hour(s)
1 Hr-SK&A
8:00 - 8:15 AM Opening Remarks and Welcome Address
8:15 - 9:55 AM Opening Keynote Address: The "New Economy" - What It Means for Business and Values
Presenter(s): Lynn Turner
CPE: 2 hour(s)
1 Hr-EC, 1 Hr-FN
9:55 - 10:15 AM Morning Break and Exhibits
10:15 - 11:55 AM Private Cost of Capital
Presenter(s): Robert Slee
CPE: 2 hour(s)
2 Hrs-SK&A
Benford's Law: The Facts, the Fun, the Future
Presenter(s): Mark Nigrini
CPE: 2 hour(s)
2 Hrs-AD
11:55 - 12:55 PM Conference Luncheon and Exhibits
Session Tracks Track One Valuation Forum Track Two Forensic Accounting Track Three Mergers and Acquisitions
Co-Sponsored with The Middle Market Investment Banking Association (MMIBA)
Track Four Matrimonial Litigation Track Five Financial Reporting Track Six International Valuation
Co-Sponsored with The International Association of Consultants, Valuers and Analysts (IACVA)
12:55 - 1:50 PM Risk Analysis in Financial Valuation and Decision
Presenter(s): Samuel Weaver
CPE: 1 hour(s)
1 Hr-FN
Analysis of Financial Condition in the Arson Investigation
Presenter(s): Joe Epps
CPE: 1 hour(s)
1 Hr-SK&A
State of Middle Market Mergers and Acquisitions Today
Presenter(s): Dennis Roberts
CPE: 1 hour(s)
1 Hr-FN
Hot Topics in Family Law
Presenter(s): Maryann Foley, Scott Friedman, Karen Kaseno, Randall Kessler
CPE: 1 hour(s)
1 Hr-BL
A Single Fair Value
Presenter(s): James Catty
CPE: 1 hour(s)
1 Hr-SK&A
Grant Thornton Survey of 36 Countries-Investment and M&A Opportunities
Presenter(s): Tony Gogan
CPE: 1 hour(s)
1 Hr-MAS
Register
1:50 - 2:05 PM Afternoon Break and Exhibits
2:05 - 3:45 PM Ibbotson and Duff & Phelps: You Can't Just Mix and Match
Presenter(s): Marcie Bour, Lari Masten
CPE: 2 hour(s)
2 Hrs-SK&A
Current Update in Forensic Accounting
Presenter(s): Darrell Dorrell, Joe Epps
CPE: 2 hour(s)
2 Hrs-AD
Developing M&A Deal Flow in Specialty Industries and Introduction to Exit Planning- The Hottest Topic for M&A Advisors
Presenter(s): Enrique Brito, Richard Jackim
CPE: 2 hour(s)
1 Hr-MK, 1 Hr-SK&A
The Fair Market Value Standard and the Matrimonial Practitioner
Presenter(s): Francisco Rosillo
CPE: 2 hour(s)
2 Hrs-SK&A
Measuring Liabilities at Fair Value
Presenter(s): Larry Levine, Brent Sloan
CPE: 2 hour(s)
2 Hrs-FN
Equity Risk Premium: Estimating the ERP in the Continuing Distressed Economy
Presenter(s): Roger Grabowski
CPE: 2 hour(s)
1 Hr-AC, 1 Hr-AD
3:45 - 4:00 PM Afternoon Break and Exhibits
4:00 - 5:40 PM Does Firm Size Matter?
Presenter(s): Michael Crain
CPE: 2 hour(s)
2 Hrs-SK&A
Behavior Symptom Analysis: How to Assess Witness Credibility
Presenter(s): Joseph Buckley III
CPE: 2 hour(s)
2 Hrs-SK&A
M&A and the Management Buy-Out and Financial Investors and M&A
Presenter(s): Scott Miller, Barry Rudolph
CPE: 2 hour(s)
2 Hrs-SK&A
Breakin' Up Is Hard to Do: Dividing the Marital Estate and Figuring Alimony
Presenter(s): Robert Vance
CPE: 2 hour(s)
2 Hrs-SK&A
Intangible Asset Valuation and Fair Value Accounting Standards
Presenter(s): Robert Reilly
CPE: 2 hour(s)
2 Hrs-SK&A
Turning Trophies into Treasure: The Valuation of Professional Sports Franchises, Brands and Properties
Presenter(s): Drew Dorweiler
CPE: 2 hour(s)
1 Hr-SK&A, 1 Hr-MAS
5:40 - 6:30 PM Networking Reception and Exhibits

Friday, June 10, 2011
Time
6:30 - 8:00 AM Continental Breakfast, Registration, and Exhibits
7:00 - 7:50 AM Professional Errors and Omissions Liability Insurance: Providing Professional Peace of Mind
Presenter(s): Lari Masten
CPE: 1 hour(s)
1 Hr-AP
Using Social Media to Expand Your Sphere of Influence
Presenter(s): Rod Burkert, John Misuraca
CPE: 1 hour(s)
1 Hr-PD
How to Obtain the Certified Business Appraiser (CBA) and Accredited in Business Appraisal Review (ABAR) Designations
Presenter(s): James Lurie, Francisco Rosillo
CPE: 1 hour(s)
1 Hr-SK&A
8:00 - 8:15 AM Opening Remarks
8:15 - 9:55 AM Business Valuation, DLOM and Daubert: The Issue of Redundancy Dr. Rosemarie O. "RO" Smith 2011 Academic Grant Presentation
Presenter(s): Robert Comment
CPE: 2 hour(s)
2 Hrs-FN
9:55 - 10:15 AM Morning Break and Exhibits
10:15 - 11:55 AM Value Maps/Value Enhancement
Presenter(s): Warren Miller
CPE: 2 hour(s)
2 Hrs-MAS
11:55 - 12:55 PM Conference Luncheon and Exhibits
Session Tracks Track One Valuation Forum Track Two Litigation Consulting Track Three Healthcare Consulting Track Four Practice Management Track Five Fraud Risk Management
12:55 - 1:50 PM Practice Safe Statistics
Presenter(s): William Black
CPE: 1 hour(s)
1 Hr-ST
Playin' by the Rules: Dealing with the Federal Rules of Evidence and Civil Procedure
Presenter(s): Michael Molder
CPE: 1 hour(s)
1 Hr-SK&A
Valuing Physician and Executive Compensation Agreements: Establishing Fair Market Value and Commercial Reasonableness Thresholds
Presenter(s): Robert Cimasi
CPE: 1 hour(s)
1 Hr-SK&A
The "Best of the Best" Engagement Letters
Presenter(s): Glenn Block
CPE: 1 hour(s)
1 Hr-AP
HEALTHSOUTH: Fraud Case Study: Ethical Considerations and Fraud Tools -Analyzing the HealthSouth Scandal
Presenter(s): Aaron Beam, Cindy Eddins Collier, Judith Wagner
CPE: 1 hour(s)
1 Hr-BE
1:50 - 2:05 PM Afternoon Break and Exhibits
2:05 - 3:45 PM Winning through Regression: The Power of Statistics on Your Side
Presenter(s): Jay Abrams
CPE: 2 hour(s)
1 Hr-MM, 1 Hr-ST
When Retaining Counsel Becomes an Experts Greatest Risk - An Expert's Guide to Survival
Presenter(s): Michael Kaplan, P Dermot O'Neill
CPE: 2 hour(s)
2 Hrs-SK&A
Fraud and Abuse Primer: Anti-Kickback Statute and Stark Act
Presenter(s): Robert Wade
CPE: 2 hour(s)
1 Hr-AD, 1 Hr-RE
Selling the "True Corporate Model" Concept
Presenter(s): David Cooper
CPE: 2 hour(s)
1 Hr-MB&O, 1 Hr-MAS
Computer Forensic Investigation -How to Protect Your Assets
Presenter(s): Ronald Williams
CPE: 2 hour(s)
1 Hr-AC, 1 Hr-BL
3:45 - 4:00 PM Afternoon Break and Exhibits
4:00 - 5:40 PM The Market Approach: Ways to Tame the Beast
Presenter(s): Chris Hamilton
CPE: 2 hour(s)
1 Hr-FN, 1 Hr-EC
Navigating the Intersection of Truth and Advocacy
Presenter(s): Sarah Murray
CPE: 2 hour(s)
2 Hr-CM
Effective Physician/Health System Transactional FMV Due Dilligence
Presenter(s): Roger Logan
CPE: 2 hour(s)
1 Hr-AC, 1 Hr-MAS
Non-Compete Agreements: The Uninvited Guest We Too Often Ignore
Presenter(s): David Goodman, Leslie Gosule
CPE: 2 hour(s)
2 Hrs-SK&A
Fraud Risk Management: The Corporate and Litigation Analytics Approach and Toolkit
Presenter(s): Brieh Guevara
CPE: 2 hour(s)
1 Hr-AD, 1 Hr-MAS
5:40 - 6:30 PM Networking Reception and Exhibitor Raffle

Saturday, June 11, 2011
Time Post-Conference Symposium
7:30 - 8:30 AM Registration and Continental Breakfast
8:00 - 10:15 AM Live Jury Trial Litigation Bootcamp for Financial Experts
CPE: 3 hour(s)
3 Hrs-SK&A
10:15 - 10:30 AM Morning Break
10:30 - 12:15 PM Live Jury Trial and Deliberations Litigation Bootcamp for Financial Experts
CPE: 2 hour(s)
2 Hrs-SK&A
12:15 - 1:30 PM Jury Deliberation Litigation Bootcamp for Financial Experts
CPE: 1 hour(s)
1 Hr-SK&A
1:30 - 3:15 PM Litigation and the Consulting Expert Town Hall and Panel Discussion
CPE: 2 hour(s)
2 Hrs-SK&A
3:15 - Conference Concludes

Please check any Special Needs you may have.
     Diabetic
     Food Allergy
     Hearing Impaired
     Kosher
     Low Salt
     Other
     Physical
     Vegetarian

    


NASBA CPE Fields of Study (FoS) Key

AC = Accounting BE = Behavioral Ethics
ACG = Accounting - Governmental CM = Communications
AD = Auditing PD = Personal Development
ADG = Auditing - Governmental PHR = Personnel/HR
AP = Administrative Practice (Consulting) CS = Computer Science
SEB = Social Environment of Business EC = Economics
RE = Regulatory Ethics MM = Mathematics
BL = Business Law PRD = Production
BM&O = Business Management and Organization SK&A = Specialized Knowledge and Applications
FN = Finance ST = Statistics
MAS = Management Advisory Services TX = Taxes
MK = Marketing

Consultants' Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: http://www.nasba.org