Repeat Sessions

Measurement Strategies—Managing Business Interruption Claims

Thursday, June 6
2:00 p.m.–3:40 p.m.
2 hours CPE
This workshop will cover the issues involved in calculating lost business Income under common insurance coverages.

After completing this session, attendees will be able to:

• Identify at least three issues impacting the Period of Restoration
• Identify the attributes of Extra Expenses which would make them covered under a common insurance policy
• Describe and apply two different Business Income calculation formats

Total CPE: 2 hours
Field(s) of Study: Accounting—2 hours

Who Should Attend:

CPAs, valuators, practitioners, etc.—anyone interested in developing and advancing their skills for this topic.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Joe Epps

Joe  Epps

Read Biography

Kerrie Merrifield

Kerrie  Merrifield

Read Biography

Mayhem in the Marketplace—How to Reach Today’s New Buyer

Thursday, June 6
4:00 p.m.–4:50 p.m.
1 hour CPE
It’s no secret that the professional services marketplace is undergoing radical change. From new competitors and business models to automation and the digital revolution, yesterday’s strategies are no longer enough.

Leveraging Hinge’s proprietary ongoing research on buyers and sellers of accounting and financial services, Lee Frederiksen will give an in-depth view at how priorities and approaches to identifying and vetting services providers have shifted. He’ll then discuss how these insights will allow you to generate more referral business, better qualify potential clients, close more business and increase your billing rates.

After completing this session, attendees will be able to:

• Recognize changes in buyer behavior
• Develop strategies on how to better market your services
• Identify methods on how to win more clients
• Describe ways to increase the amount you charge for the services you provide

Total CPE: 1 hour
Field(s) of Study: Communications and Marketing—1 hour

Who Should Attend:

Individual practitioners who are involved in business development activities or are responsible for firm growth.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Lee Frederiksen

Lee  Frederiksen

Read Biography

Expanding Services and Client Retention Using CoreValue

Friday, June 7
2:00 p.m.–3:40 p.m.
2 hours CPE
The easiest client to sell is one you already have. Leverage your rolodex and create client-for-life relationships.

If you are a CPA, Business Consultant, or Financial Adviser who is looking for ways to deliver additional services to your existing client base, attend this session to learn how.

After completing this session, attendees will be able to:

• List ways to start or grow a business consulting practice
• Describe how to target new services at quantified client needs
• Identify how to help their clients reach personal and business goals—and cement their role as the trusted adviser
• Describe ways to protect their client base from other firms by delivering a suite of high-value services

Total CPE: 2 hours
Field(s) of Study: Computer Software and Applications—2 hours

Who Should Attend:

Individual practitioners who are involved in business development activities or are responsible for firm growth.

Program Level and Prerequisites:

Overview: Learning activity level that provides a general review of a subject area from a broad perspective.

Advanced Preparation:

None

Edward Wandtke

Edward  Wandtke

Read Biography

Simplifying the Valuation Report—Assuring the Reader “Gets It”

Friday, June 7
4:00 p.m.–4:50 p.m.
1 hour CPE
This session starts with the premise that our valuation reports have become so lengthy, detailed, and complicated, that the average reader has a hard time understanding anything other than the valuation conclusion. I propose three steps to ensure our reports can be understood by every reader, no matter their knowledge and experience with valuation science.

These three steps, if included in every valuation report, will help increase understanding, reduce confusion, and avoid prolonged controversy.

After completing this session, attendees will be able to:

• Improve the readability of their valuation reports
• Assist their clients in resolving valuation controversies
• Communicate more effectively with clients, client prospects, and potential adversaries

Total CPE: 1 hour
Field(s) of Study: Communications and Marketing—1 hour

Who Should Attend:

Valuators responsible for writing and or reviewing valuation reports, attorneys engaging valuation specialists, and other users of technical valuation reports.

Program Level and Prerequisites:

Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Advanced Preparation:

None

Howard Lewis

Howard  Lewis

Read Biography