Fvs Podcasts

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather than the husband's expert, and The Biltmore Estate case where the IRS lost arguing for an asset approach rather than an income approach  Dave and Natalya would like to hear from you about interesting cases, especially Canadian ones.   Please share your thoughts at infoFVS@aicpa-cima.com and put in the subject: podcast ep 79. Guest:  Natalya Abdrasilova, CPA/ABV, MAFF, CVA, Director of Valuation & Litigation Services, BDM, PC Host:  David Consigli, CPA/ABV, CDFA, Partner and Lead, FAZ CPAs Business Valuation Practice Please share your thoughts about the episode - click here to leave us a review   Want to get invol

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities Nuances within the current landscape and landmines that must be considered when performing engagements.   Guest:  Ronald L. Seigneur, CPA/ABV, ASA, CVA, Founding Partner, Seigneur Gustafson LLP Host: Greg P. Saunders, CPA/ABV, ASA, Sr. Manager, Keiter CPAs 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 p

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes.  This includes an independent accountant/arbitrator, independent expert, or consulting expert.  From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic accountants can assist. Guest: Josh Epstein, CPA/CFF, CA, CFE, Senior Manager, MNP LLP Host: Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co.. 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, valuat

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will share from the FVS conference.  The conversation was recorded right after the session in Las Vegas.   Guest: Carla Nunes, ABV, Managing Director and Global Leader of Valuation Digital Solutions, Kroll Host: Nene Glenn Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. 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  RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit 

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force:   What is ransomware? What are the key techniques used to attach IT networks What should forensic accountants do, both professionally and personally, before and after an attack? The FVS podcast will be featuring an episode on each Eye of Fraud publication from 2023 and forward. If you are a FVS section member perhaps you have already read this content.  We hope these podcast episodes give you a new and different way to explore this information.  If you are not a Section member, this episode will give you a sample of what is included in the FVS Section’s resource library.   Host:   Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. Guest:  Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, Head of Strategy, Consulting, Seramount Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, com

This is not the GAGAS you learned in college!  Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations.  You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current trends in enforcement actions.   Host: Elizabeth Zachem Woodward, CPA/CFF, CFE, Dean Dorton Guests: Amy Yurish, CPA/CFF, CFE, Managing Director, J.S. Held  David Zweighaft, CPA/CFF, CFE, Partner, RSZ Forensic Associates 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 RESOURCES FOR FURTHER EXPLORATION 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.  Exclusive content – Free

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