Fvs Podcasts

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety of forensic and valuation engagements.    Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Guest: Joseph L. Leauanae, CPA/ABV/CFF/CITP, CFE, ASA, Partner, Anthem Forensics LLC Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professiona

This year’s FVS Conference will feature the Litigation Talk Series, an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the “Talk Series” that make it unique, such as:  An emphasis on learning by communicating with each other The biggest ROI:  being at the conference in person and making connections with each other It’s “okay” to talk with each other professionally…that’s how we improve The Litigation Talk Series sessions are on day 2 of the conference:  “When Key Information or Data You Need is Not Available”, November 7 at 1:30 pm PT “How to Handle Surprise or Contradictory Data or Information in Deposition or Trial”, November 7 at 3:10 pm PT Guests:   Jolene Fraser, CPA/CFF, CFE, Managing Director, Forensic, Litigation and Valuation Services, Eisner Advisory Group LLC Suzanne R. Thompson, CPA,/CFF/CGMA, CFE, Senior Director, Alvarez & Marsal Disputes and Investigations, LLC Host:  Frank Previti,

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment.  A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture.  Penny will be the featured keynote at the 2023 FVS Conference, Nov. 6-8 in Las Vegas.   Guest:  Penny Zenker, The Focusologist TED talk: The Energy of Thought   Book:  The Productivity Zone   Distraction quiz Please share your thoughts about the episode -  Click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, val

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for a sneak peek of what to expect at this year’s conference in Las Vegas. We go over: the hot topics that will be covered during the event, keynote speakers that you will not want to miss, the benefits for those attending in-person Want to get involved with future FVS conferences, committees, task forces, the standing ovation program? Send a message to infoFVS@aicpa-cima.com   Forensic and Valuation Practitioners, join us in Las Vegas November 6-8 for two amazing trainings, and FVS Section members save!  Click here to find out how to join! FVS Section members save $500. Credential holders save even more!

Host:  Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest:  Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation.  They both are CPA/ABV/CFF credential holders and share their thoughts on:  The challenges that arise when incorporating forensic accounting services into a business valuation engagement. Advice for your clients when they want to incorporate forensic accounting services into a business valuation engagement.  RESOURCES for Further exploration on this topic:: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Forensic and Valuation Practitioners – Join us in Las Vegas November 6-8 for 2 amazing trainings, and FVS Section members save!  Click here to find out how to join!   AICPA & CIMA Forensic & Valuation Services Conference.  Register here. FVS S

Hosts Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP Guest: Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the chair for the AICPA’s expert witness workshop for the past several years.  In this episode, Stacy discusses: •    Her path to becoming an expert witness •    The role of the expert witness •    Working with counsel to identify the relevant facts in the matter •    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts RESOURCES for Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to a

Host:  Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podcast, we discuss: -          What motivated the IVSC to incorporate ESG? -          Discussion of past perspective papers and survey results regarding the incorporation of ESG -          Highlights from the IVSC Exposure Draft that specifically address ESG, including the ESG Appendix For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  ·         IVS Exposure Draft for Consultation (2023) ·         Perspectives Paper: ESG and Real Estate Valuation ·         P

Hosts:  Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions’ (“FTC”) proposed rule to ban Non-Compete Agreements.  What’s at stake is employers’ ability to impose noncompete agreements on their workers. Noncompetes are a widespread and often exploitative practice that suppresses wages, hampers innovation and blocks entrepreneurs from starting new businesses.  Ms. Anderson provides in-depth analysis and insight on measures businesses can undertake to mitigate some of the perceived threats often understood to be ‘covered’ by a non-compete agreement.  Nene discusses the potential impact on the valuation of non-competes from a financial reporting perspective, while Josh mentions the repercussions it might have on non competes in a litigation context. For Further exploration on this topic: If you’re using a p

Host:  Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest:  Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC We welcome Mike Blake again to join Josh Shilts and discuss the current recruiting and retention landscape.  Mike provides provoking thoughts on how to help you manage and navigate your FVS firm by addressing historical processes along with how he is using a different thought process for recruiting, empowering, and retaining other professionals.  Including: ·         Insights into team culture, and ·         Individuals’ motivations in choosing the right firm NOTE:  the ideas shared in this episode are applicable to any FVS practice though a business valuation practice is specifically discussed.  For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Listen to Mike Blake’s previous FVS podcast episode

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind Description: Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today’s episode features both the attorney’s perspective and the forensic and/or valuation specialist, specific topics covered are: ·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney ·         A road map for the new forensic and valuation expert start starting out in litigation support engagements ·         A good refresher for the experts ·         How and what happens behind the scenes. For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Token (SAFT) and accompanying financial instruments. In Part 2 Dave and Antonella will discuss: ·         Challenges that cryptocurrencies and companies present in a valuation ·         Applying the fair value standard of ASC 820/IFRS 13 ·         Impact on VC valuation of current trends in VC capital raising ·         Valuation of cryptocurrencies and companies - recent trends and challenges For Further exploration on this topic:  If yo

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number of entities in the digital currency ecosystem has grown significantly and has been accompanied by the development of new capital tools such as Simple Agreements for Future Tokens (SAFT) and accompanying financial instruments. In Part 1 of this topic, we join experts Jay Baris and Antonella Puca, to discuss the Recent regulatory and enforcement trends For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Event:  AICPA® & CIMA® Portfolio Valuation Forum on

Host:  Nene Gianfala, CPA/ABV/CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  John Borrowman, CPC, President, Borrowman Baker LLC Join Nene and recruiter, John Borrowman, as they chat about the unique challenges for recruiting in the business valuation industry including the: ·       Perfect Storm in the industry – what does it mean? ·       Outmigration – the Silver Tsunami ·       Curious labor trends post pandemic ·       Ideas for mitigating the labor shortage For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Want to help spread the word about BV and Forensics as an alternate path to traditional accounting/auditing/tax?  If you are interested in becoming a mentor (or finding a mentor), becoming a volunteer on a task force, and/or joining FVS awareness efforts to students/young professionals, please contact the AICPA-CIMA FVS member

Host:  Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:  Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School   Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSMA). In his white paper (link below) he analyzes the impact of a company’s ESG score on its cost of capital, including if a high ESG score serves as a substitute for a weaker legal environment. During our interview, we do a deep dive into ·       The inspiration for the article ·       Key factors analyzed and data inputs ·       How can appraisers incorporate into business valuation? ·       ESG:  fad or common sense? ·       Beware of greenwashing For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct l

Host:  Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest(s):  Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC Mr. Blake is best described as a “risk sherpa”.  During this interview, Josh and Mike discuss the visualization of risk and the following concepts: Gaining an understanding of business risk outside of financial analysis Tools and techniques appraisers should be aware of to improve their valuation techniques Using datasets un-related to financials to visualize and assess a company’s industry-specific risks For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Uncertainty and risk in financial instrument valuation | FVS webcast archive Considerations when valuing distressed or impaired businesses FAQs Data Visualization Certificate program Data visualization: A picture worth 1,000 numbers This podc

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US It was so good we needed a part 2!  This episode is a continuation of the engaging conversation we had in March for Women’s History Month!  Please join us again while we discuss: ·         Work-life balance is achievable! ·         Don’t be afraid to ask for what you need ·         How anyone can be an ally to women in BV For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available for purchase and

Host: Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests:   Jenny Allen, CPA/ABV/CFF, Partner at Anthem Forensics Bethany Hearn, CPA/ABV/CFF, Leader of Valuation, Forensic, Litigation, and Investigative Services at CliftonLarsonAllen LLP Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Brenda Wamala, ABV, Senior Consultant, Global Forensics and Litigation Services, Baker Tilly US In honor of Women’s History Month, the FVS podcast turns the mic over to our four guests that have experienced the FVS profession for 4 years to 4 decades. Please join us for this thoughtful discussion about: ·         Women in the business valuation industry ·         Mentors inside and outside the workplace ·         Expectations from others and for yourself ·         Advice for the next generation of appraisers For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvsse

Host:  Saumya Tayi, CPA/ABV, Director, Alix Partners, LLP Guest(s):   Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice In litigation, the decisions in court cases create precedence for future court cases. Keeping up to date on current court decisions and the background can help you prepare your valuation for court and support it in testimony. Join Saumya, one of our newer hosts, as she speaks with Natalya Abdrasilova, and David Consigli and they delve into and discuss the valuation implications and technical valuation components of the cases.  For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Conference, session: Valuation Court

Host:  Nene Gianfala, CPA/ABV/CEIV Chaffe & Associates, Inc. Guest(s):   Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital Audra Moncur, CPA/ABV, Partner, Wipfli, LLP   Nene meets with FVS conference presenters Karolina Calhoun and Audra Moncur right after their presentation this past November.  Join us as we dig into the topic of goodwill a bit deeper than your financial accounting textbook did to learn: Major differences between personal goodwill and enterprise goodwill Types of assignments that usually involve personal goodwill Impact of size on the presence of personal goodwill Best practices for personal goodwill assignments For Further exploration on this topic: If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  available for purchase from AICPA.org Family Law and Divorce Engagements - Parts 1, 2, and 3 from AICPAconferences.com AICPA-CIMA Forensic and Valuation Services Co

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs Guest(s):   Brian McIntyre, CVA, Partner, Withum - Forensic and Valuation Services Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Description: In this episode we interview Brian McIntyre and Natalya Abdrasilova, presenters at the 2022 FVS Conference, and discuss the following: Concepts surrounding marketability discounts are always evolving The criticality of finding data to support your conclusions Need to be flexible to different options for valuing marketability There is no "one size fits all" for determining marketability discounts Common errors Natalya and Brian have observed For Further exploration on this topic:  If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Resources available as part of FVS Section membership BRG (Business Reference Guide) Online - Provides an overview of different mark