Featuring (click image for more information):

Michael A. Crain CPA/ABV, ASA, CFA, CFE The Financial Valuation Group	R. James Alerding CPA/ABV/CFF, ASA, CVA Alerding Consulting, LLC

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Why You Should Attend

In nearly all business valuations the appraisal report holds a special place: the only tangible product of a thorough, delicate, and nuanced process it acts as a guide to the appraiser's work process, skill, and judgement. For the purposes of the financial expert witness, however, this singular importance is enhanced by the report's function as evidence – and sometimes testimony.

On January 10 BVR welcomes experts Michael Crain and Jim Alerding for "What Should I Say? Reports & Reporting Standards in Litigation," part 6 of BVR's Online Symposium on Litigation & Economic Damages. Join Crain and Alerding as they discuss how professional standards, jurisdictional rules, and appraisal experience can dictate the appraisal report in litigation and what every appraiser should know when preparing a report for trial.

Agenda

• Introduction and agenda
• Professional standards for CPAs
• AICPA SSCS No. 1
• AICPA SSVS No. 1 litigation exemption from reporting guidelines
• Judicial guidelines for disclosing expert opinions
• Federal jurisdictions - FRCP 26
• State jurisdictions - state specific, may be similar to FRCP 26
• Practical considerations for expert reports
• General contents of an expert report
• The cost-benefit consideration
• How much is enough for users of an expert report?
• Facts and circumstances versus the general
• Specific kinds of reporting
• Reporting lost profits damages
• Reporting fraud investigations
• Divorce
• Sample reports
• Summary and take-aways

Learning Objectives

• Understand the standards and guidelines for expert reports and how these set expectations for experts, attorneys, and the courts
• Learn the best ways to ensure compliance with these standards
• Clarify what needs to be in an expert report - and what to avoid
• Learn how reporting differs between jurisdictions and courts

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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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. www.nasba.org NASBA Sponsor

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• Video file (MP4)
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• A copy of the presentation slides
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