• Option Price Modeling in Early-Stage Valuation: Practical Insights, October 28, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET. Featuring: Antonella Puca (MPI Valuation Services). CPE credits: 2.0.

An overview of the valuation of early-stage companies and their equity securities using the Black-Scholes-Merton option pricing model (BSM OPM), including examples of how to value preferred stock, common stock, and convertible bonds. Also discussed will be how to best reflect dividend and participation rights in the model and how to conduct a delta partition analysis.

• Landmark ESOP Ruling: Inside the Walsh v. Bowers Case With the DOL, November 2, 10:00 a.m.-11:40 a.m. PT/1:00 p.m.-2:40 p.m. ET. Featuring: Ken Pia (Marcum LLP) and Ian Rusk (Rusk O’Brien Gido + Partners LLC). CPE credits: 2.0.

For over a decade, the Department of Labor has not lost a major ESOP case on a valuation issue, but its winning streak ended with Walsh v. Bowers. The case involves many key valuation issues, and two of the experts on the case will walk the audience through them.