Fvs Podcasts

While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, they were able to provide their specialized insight regarding the following topics:  Undertaking limited-scope engagements Managing client expectations Avoiding biases in your conclusions Common errors observed in opposing experts’ analyses Considerations when quantifying Company Specific Risk Premiums Guests:   Ethan Lee, CPA, ABV, CFF, CM&AA, Partner, Valuation and M&A Advisory, Hemming Morse, LLP Monica Caswell, CPA, ABV, CFF, President, Forensic Accountants & Consultants, P.A. Host:  Jenny Allen, CPA/ABV/CFF, Partner, Anthem Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future F

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry.  The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success.   Forensic accountants can play an important role as the industry matures and consolidates. Especially to help sort out  Profitability issues that lead to litigation Due diligence for mergers and acquisitions Investigating fraud risks Guests:   Howard M. Silverstone, CPA/CFF, Executive Vice President, J.S. Held Clay Kniepmann, JD, CPA/ABV/CFF, Forensic, Valuation, and Litigation Principal, Anders CPAs and Advisors   Host:  Jennifer Oyadomari, CPA/ABV/CFF, President, Forensic Solutions Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  This podcast

This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy   The influence of artificial intelligence on valuation practices  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of compli

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help  Keep our capital markets functioning as intended Protect our national security by preventing or disrupting illicit finance. This episode is a discussion surrounding the Summer 2023, Issue 3 of the FVS Eye on Fraud series that educates readers on the genesis of FinCEN’s efforts to enforce anti-money laundering legislation and today’s emerging issues on the topic.  Guests:   Patrice Schiano, JD, CPA/CFF, Fraud Examination and Financial Forensics Program Coordinator, John Jay College of Criminal Justice Jeffrey Willoughby, CPA/ABV/CFF, Director, Forensic Resolutions Inc. Host: Frank Previti, CPA/CFF, Partner and Director of Fraud, Forensic & Transaction Advisory Services, DiSanto Priest & Co. AICPA Anti-Money Laundering landing page AICPA FVS Eye on Fraud – Accountants and the Battle Against Money Laundering F

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape.  The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice aids, and the case law listing – see links in the RESOURCE section below Guests:   Brian Burns CPA/ABV/CFF, Partner and lead, FORVIS LLP Forensics and Valuation practice Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including: Basics that investigators need to be aware of before conducting investigations How  OSINT works with digital forensics What You might be giving away if you are not careful about how you conduct OSINT  Guest:  Ryan Duquette, partner, and national leader of digital forensics at MNP, Toronto Canada Host:  Elizabeth Woodward, CPA/CFF, CFE, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION 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 2023 Forensic and Valuation

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach  Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones.   Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79. Guest:  Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get invol

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities Nuances within the current landscape and landmines that must be considered when performing engagements.   Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP Host: Greg P. Saunders, CPA/ABV, ASA, Sr. Manager, Keiter CPAs Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the p

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes.  This includes an independent accountant/arbitrator, independent expert, or consulting expert.  From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic accountants can assist. Guest: Josh Epstein, CPA/CFF, CA, CFE, Senior Manager, MNP LLP Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.. Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuat

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.   Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Host: Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit 

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force:   What is ransomware? What are the key techniques used to attach IT networks What should forensic accountants do, both professionally and personally, before and after an attack? The FVS podcast will be featuring an episode on each Eye of Fraud publication from 2023 and forward. If you are a FVS section member perhaps you have already read this content.  We hope these podcast episodes give you a new and different way to explore this information.  If you are not a Section member, this episode will give you a sample of what is included in the FVS Section’s resource library.   Host:   Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. Guest:  Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, Head of Strategy, Consulting, Seramount Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, com

This is not the GAGAS you learned in college!  Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations.  You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current trends in enforcement actions.   Host: Elizabeth Zachem Woodward, CPA/CFF, CFE, Dean Dorton Guests: Amy Yurish, CPA/CFF, CFE, Managing Director, J.S. Held  David Zweighaft, CPA/CFF, CFE, Partner, RSZ Forensic Associates Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION 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.  Exclusive content – Free

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements.    Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics LLC Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professiona

This year’s FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as:  An emphasis on learning by communicating with each other The biggest ROI:  being at the conference in person and making connections with each other It’s “okay” to talk with each other professionally…that’s how we improve The Litigation Talk Series sessions are on day 2 of the conference:  “When Key Information or Data You Need is Not Available”, November 7 at 1:30 pm PT “How to Handle Surprise or Contradictory Data or Information in Deposition or Trial”, November 7 at 3:10 pm PT Guests:   Jolene Fraser, CPA/CFF, CFE, Managing Director, Forensic, Litigation and Valuation Services, Eisner Advisory Group LLC Suzanne R. Thompson, CPA,/CFF/CGMA, CFE, Senior Director, Alvarez & Marsal Disputes and Investigations, LLC Host:  Frank Previti,

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment.  A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture.  Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas.   Guest:  Penny Zenker, The Focusologist TED talk: The Energy of Thought   Book:  The Productivity Zone   Distraction quiz Please share your thoughts about the episode -  Click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, val

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for a sneak peek of what to expect at this year’s conference in Las Vegas. We go over: the hot topics that will be covered during the event, keynote speakers that you will not want to miss, the benefits for those attending in-person Want to get involved with future FVS conferences, committees, task forces, the standing ovation program? Send a message to infoFVS@aicpa-cima.com   Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings, and FVS Section members save!  Click here to find out how to join! FVS Section members save $500. Credential holders save even more!

Host:  Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest:  Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation.  They both are CPA/ABV/CFF credential holders and share their thoughts on:  The challenges that arise when incorporating forensic accounting services into a business valuation engagement. Advice for your clients when they want to incorporate forensic accounting services into a business valuation engagement.  RESOURCES 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.  Forensic and Valuation Practitioners – Join us in Las Vegas November 6-8 for 2 amazing trainings, and FVS Section members save!  Click here to find out how to join!   AICPA & CIMA Forensic & Valuation Services Conference.  Register here. FVS S

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA’s expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES 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 a

Host:  Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podcast, we discuss: -          What motivated the IVSC to incorporate ESG? -          Discussion of past perspective papers and survey results regarding the incorporation of ESG -          Highlights from the IVSC Exposure Draft that specifically address ESG, including the ESG Appendix 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.  ·         IVS Exposure Draft for Consultation (2023) ·         Perspectives Paper: ESG and Real Estate Valuation ·         P

Hosts:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions’ (“FTC”) proposed rule to ban Non-Compete Agreements.  What’s at stake is employers’ ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses.  Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered’ by a non-compete agreement.  Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you’re using a p