Concurrent Courses

Financial Litigation Consulting Professionals Workshop

June 18—23, 2018

8:30 a.m.–5:15 p.m.
Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)

Unlike most financial forensics training that tends to be general in scope, the Financial Litigation Consulting Professionals Workshop provides attendees with an understanding of the professional responsibilities and legal underpinnings necessary to providing credible financial forensics services along with an overview of the highest growth areas of financial forensics practice. The nationally recognized and seasoned financial forensic experts who teach the program also dive into the methodologies and approaches for calculating damages, financial investigative and forensic accounting techniques, skills development for communicating with judges, attorneys, and juries, and practice building strategies that are being employed by successful and emerging financial forensic analysts. Training and certification in this field will greatly assist CPAs and other financial experts to build their practice in this rapidly growing financial consulting niche. The workshop teaches to the body of knowledge for financial forensics and prepares attendees to achieve the Master Analyst in Financial Forensics® (MAFF®) credential. MAFF candidates can fulfill the foundational experience prerequisite with attendance at this workshop.

Additional Registration Fee—Members: $3,250/Non-Members: $3,575 for five-day workshop and MAFF certification exam package. Workshop can also be purchased without MAFF certification exam. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. 

To learn more and register, visit www.theCTI.com/FFF


Business Valuation Certification and Training Center

June 18—23, 2018

8:00 a.m.–5:30 p.m.
Saturday exam begins at 8:00 a.m. (allow 5-1/2 hours)

Understanding and applying the generally accepted business valuation methodologies and approaches, and adhering to professional standards that govern the business valuation profession, will put you in a stronger position to better serve your clients.

Gain credibility in the business community and demonstrate competency to the courts by achieving a certification in business valuation.

The Business Valuation Certification and Training Center (BVTC) offered live in cities throughout the U.S., live online, or through self-study, delivers the most comprehensive and complete foundational training teaching to the body of knowledge on how to value private business enterprises. The training prepares attendees to pass any business valuation certification exam. 

What You Will Cover
Days 1 and 2: Business Valuations—Fundamentals, Techniques & Theory (FT&T)

Day 3: Business Valuations—Applications and Calculations of the Income and Asset Approaches

Day 4: The Market Approach—Exploring the Pricing Component

Day 5: Valuation in Action—CaseStudies: Applying the Principles and Techniques

Day 6: CVA Proctored Exam

Post Training: Live, Online Seven-Part Webinar Series—Online CVA Case Study Report Writing Clinic

Non-Member Package Pricing (Before Early Registration Discount)
Training, Membership, Certification Exam, and Q&A Study Guide (includes domestic shipping) $3,895 (save $775)

To learn more and register, visit www.theCTI.com/BVTC


Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp

June 18—19, 2018

8:30 a.m.–5:15 p.m.

The Build a Thriving Business Consulting Practice—The CoreValue® Bootcamp is designed for professionals who are starting or expanding their business consulting practice. This bootcamp is designed for professionals who do not use a business consulting system to find new clients, win new engagements, and to manage projects or multi-year engagements. It's designed to help individuals analyze the best way to start or expand their business consulting practice.

This two-day bootcamp will consist of three separate modules:

Module 1—Discover Report: Your Lead Machine

The focus of this module is understanding and using CoreValue’s Discover assessment and report, which is the first step in using the CoreValue’s Business Consulting System to start, standardize, or expand a valuator’s business consulting practice. The module will also focus on using CoreValue Discover Analytics to see marketing opportunities in your client opportunity pipeline. You'll learn how to use Discover with groups to win engagements using CoreValue marketing events and Discover senior team workshops. Sales training role play will include learning how to approach current and prospective clients about your services. You'll review the business advisor sales tactics from the sales manual (included with your license). Group discussion about common mistakes in client approach and converting to long-term services, includes participant critiques from the faculty.

Module 2—CoreValue Unlock: Deep-Dive Analysis and Executable Growth Plan

The focus of this module is understanding and using CoreValue’s Unlock assessment and report, which is the deep dive assessment tool designed to generate a comprehensive operational analysis and report. The report identifies consulting opportunities and creates an executable growth plan to use with clients. The module will also look at several of the 18 value drivers so you can learn to use the analysis to propose consulting services. You will then move into CoreValue’s Executable Growth Plan to help clients build strong, valuable companies. Attendees will learn operational analysis expertise, positioning themselves as the architect of client growth. You will learn specific techniques to become the trusted advisor, helping your client build a strong, valuable company that supports their life goals.

Module 3—Case Study, including Sales and Marketing using the CoreValue Business Consulting System

This Case Study-based program is built on a “Building Long Term Strength and Value” use case. The module will examine three of CoreValue’s 18 Value Drivers in detail. It will cover sale vs. growth strategies, analyze vs. fix strategies, and building value. This module is where attendees learn everything they need to know to successfully find and sign up new consulting clients, and provides the core skills and materials they need to create a thriving consulting practice. NACVA and CoreValue have partnered with a leading sales training firm who developed and refined this proven system over the last 20 years.

Additional Registration Fee—Members: $1,170/Non-Members: $1,300. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply.

To learn more and register, visit www.theCTI.com/CoreValue
The Bootcamp is available either live or as a live online broadcast!


Valuing Family Limited Partnerships Workshop

June 19, 2018

8:30 a.m.–5:15 p.m.

Requisite Training for Gift, Estate Tax, and Income Tax Engagements

This workshop will introduce attendees to current methodologies and resources relating to the valuation of Family Limited Partnerships (FLPs) and similarly organized asset-holding companies. The workshop will focus on engagements for gift and estate tax as well as income tax planning. Attendees will be introduced to the empirical data, statutes, and case law that will help them form a solid discount conclusion in their valuations.

Additional Registration Fee—Members: $585/Non-Members: $650. 10% and 5% early registration discounts available. Multiple-attendee discounts do not apply. 

To learn more and register, visit www.theCTI.com/FLP