Business Valuation Resources, LLC

Delaware Chancery Roundtable: Views from the Bench, Council & Witness Stand

Date: Thursday, December 8, 2011
Time:
10:00am-12:00pm PT / 1:00pm-3:00pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Register for this program:

Webinar - $139
Training Pack* - $139
Webinar & Training Pack* - $199

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*Training Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

Neil Beaton
CPA/ABV, CFA, ASA
Grant Thornton LLP

Vice Chancellor Donald F. Parsons, Jr.
Delaware Court of Chancery

Kevin R. Shannon
Attorney at Law
Potter Anderson & Corroon LLP


Why You Should Attend:

Recognized as "the nation's preeminent forum for the determination of disputes" involving private and publicly held businesses, the Delaware Court of Chancery has long been known to appraisers as the source of many of the decisions and guidelines which govern the valuation process. Despite this high standing, much of what is learned from the Chancery is known through the decisions it issues rather than the jurists who author those decisions.

On December 8 BVR is pleased to welcome Vice Chancellor Donald F. Parsons Jr. of the Delaware Court of Chancery for a special two-hour roundtable discussion on the Court. With expert appraiser Neil Beaton and attorney Kevin Shannon, this panel will address what the court is seeing in valuation, what it expects of attorneys and expert witnesses, and how these practitioners can be most effective in presenting the cases of their clients.

Agenda

  • Introduction & welcome
  • Testimony and reports by expert witnesses
    • Standard for admission of expert testimony.
    • Industry experts, "professional" BV experts, and the credentials of witnesses.
    • Reports & testimony:
      • The role of the report in the Court of Chancery
      • The role of testimony in the Court of Chancery
      • The role of draft reports in the Court of Chancery
      • The role of the expert in the Court of Chancery
        • Advocacy
        • Attorney involvement
  • Procedural issues
    • Rules of evidence
    • Unpublished decisions
    • View to other jurisdictions
  • Valuation techniques, the court's view on
    • DCF and components
    • Synergies
    • Subsequent events
    • Number of valuation approaches
    • Implied minority discounts
    • Market approach
    • Tax-affecting
    • DLOMs

Learning Objectives

  • Learn what judges expect of expert witnesses and their reports
  • Understand how differences in report writing and testimony can impact a case as much as analysis
  • Learn how the court views the techniques and analysis of business appraisal
  • Clarify the appraiser's role before the court and the advocacy for one's client

Single Connection Policy
Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

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CPE Credits for Unlimited Listeners
Have as many eyes and ears take advantage of your registered connection as possible: CE credit is available for an unlimited number of listeners to any registered line. To add listeners for CE credit, please complete the Additional Listener form included on your webinar dial-in instruction email. We'll send dial-in instructions one to two days before our program, and will provide information directly to those listeners you identify approximately one hour before our program.

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Business Valuation Resources, LLC 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

  • Video file (MP4)
  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.






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BVR's Satisfaction Guarantee:
Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963, cs@bvresources.com or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.