Fvs Podcasts

Guests: Asif Charania, CPA/ABV/CFF; Josh Shilts, CPA/ABV/CFF/CGMA  The podcast discusses how ‘small firm’ valuation practices presents both challenges and opportunities for valuation professionals.   Hear about the diverse professional opportunities and broad spectrum of clients the small firm environment can offer.  Josh and Asif talk about: The great opportunities to help clients grow to the next level What it’s like to build a valuation practice The challenges of juggling competing priorities The podcast will also discuss some important strategies such as: Adjusting a practice to meet changes in the economic and political landscape How managing a small practice develops skills that translate well to helping clients Importance of succession planning and staff development The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair valu

Guests: Dean Driskell, CPA/ABV/CFF and Josh Shilts, CPA/ABV/CFF/CGMA The podcast discusses the many paths available to accounting and finance majors who want to pursue a career in forensics and valuation services.  Hear about the real-world experiences that helped shape the careers of Josh and Dean, and how accounting and finance disciplines complement each other through the different stages of one’s career.  Topics addressed include: How finance and accounting intersect for FVS professionals The importance of understanding your audience The diverse opportunities within the profession The podcast will also discuss some key qualitative skills that are critical to success: Clear and cohesive writing Oral presentation Finding opportunities to improve these skills The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages

Guests: Heather Tullar, CPA/ABV, ASA and Josh Shilts, CPA/ABV/CFF, CGMA, CFE The podcast discusses some of the issues surrounding the valuation of Prince’s estate and the complexities that arise when working on a multi-faceted engagement with a wide spectrum of hard to value or highly specialized assets. Topics addressed include: Valuation of intangible assets Identifying the right team of experts Preparing a defensible valuation The podcast will also discuss some key concepts that will help professionals new to valuation Understanding that reasonable professionals can differ and still have a defensible valuation The importance of standing by your opinion Know ‘why’ the value is what it is The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA

Guest: Holly Sharp, CPA, CFF, CFE Personal Injury Economic Loss Calculations When do you consider growth rates in personal injury economic loss calculations? Lost Earnings Lost Fringe Benefits Lost Household Services Future Medical Costs What sources do you consult to establish growth rates? How do you model growth rates in the economic loss calculation? The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content

Guests: Ranjana Ramchandran, Senior Manager, Forensic & Integrity Services, Ernst & Young, LLP and Adam Ozgo, Senior Manager, Forensic & Integrity Services, Ernst & Young, LLP In this podcast, presenters discuss the DOJ guidance on evaluation of corporate compliance programs, which came out in the summer of 2020. While state and local governments were dealing with the immediate impact of the pandemic, main Justice continued its longer-term campaign to strengthen corporations’ defenses against fraud. There are three fundamental questions the guidance poses that companies can apply today in assessing and strengthening their corporate compliance program. Is the corporation’s compliance program well designed? Is the program being applied earnestly and in good faith? In other words, is the program being implemented effectively? Does the corporation’s compliance program work in practice? The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of i

Guest: Dave Douglass, CFA/FRM/CFE, and Carey Miller, CPA/CFF The COVID-19 pandemic is unprecedented in modern times. As we deal with ongoing litigation as a result of COVID-19, it is important to understand how we should be incorporating the pandemic into our economic damages analyses. In this episode, Dave Douglass discusses the impact of COVID-19 on developing the damages theory, important questions damages experts should ask in preparing a damages opinion, and data that can be useful in quantifying the impact of COVID-19. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access t

Guests: Sugi Hadiwijaya, Partner, CR3 Partners LLC, and Jermaine Watson, Partner, Bonds Ellis Eppich Schafer Jones The podcast highlights basic aspects on how fraud-related matters are managed in bankruptcy context.  The podcast will cover issues such as: automatic stay ability to segregate operating assets from fraud-based liabilities typical outcome in fraud-driven bankruptcy filings The podcast will also discuss the valuation in bankruptcy which is primarily related to establishing reorganized value. It’ll cover: critical purpose since reorganized value will drive recovery for stakeholders valuation fight and how it is generally handled via opposing valuation expert reports and testimonies factors bankruptcy judges may use to rule in valuation fight The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by

Guests: Travis Harms, CPA/ABV/CEIV & Hubert Klein, CPA/ABV/CFF Category: Professional development How do we apply the market approach during the pandemic? Is the market approach useful at this time? What do signals from public markets for large and small cap stocks tell us about our typical private clients? In this episode of the FVS Section Podcast, Travis Harms and Hubert Klein discuss these questions and more, including trailing versus forward-looking multiples and public versus private volatility. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member

Guests: Bethany Hearn, CPA/ABV/CFF & Austin Lee, CPA/ABV Category: Professional development The ABV Credential Committee is working on staying connected with members despite the global pandemic and helping them raise the awareness and value of their ABV credential. The Committee added a statement about diversity, equity and inclusion to its objectives and helped record a 7-part podcast series on diversity in the profession. Looking forward, the Committee is evaluating opportunities to improve educational offerings and expand the ABV credential globally. Listen to this message from committee members Bethany Hearn (chair) and Austin Lee. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in pr

Guests: Karolina Calhoun, CPA/ABV/CFF & Hubert Klein, CPA/ABV/CFF Category: Professional development The valuation date is a point in time at which a business or business interest is being valued. The valuation date can vary based on the type of engagement and by jurisdiction for litigation engagements. In this episode of the FVS Section Podcast, Karolina Calhoun and Hubert Klein discuss the importance of valuation dates in a litigation context and how the COVID-19 pandemic has impacted the importance of valuation dates. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access t

Guests: Bethany Hearn, CPA/ABV/CFF, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Category: Practice Management Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. A pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires efforts by institutions to attract, retain, and advance talent as it comes through the pipeline. Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. So, what does success look like? What are some examples of how the tools and resources discussed in previous episodes have manifested in firm success. Bethany Hearn, Rumbi Petrozzello and Kirstine Connors provide examples from their personal experien

Guests: Bethany Hearn, CPA/ABV/CFF, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. A pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires efforts by institutions to attract, retain, and advance talent as it comes through the pipeline. Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. So, what does success look like? What are some examples of how the tools and resources discussed in previous episodes have manifested in firm success. Bethany Hearn, Rumbi Petrozzello and Kirstine Connors provide examples from their personal experience of what successful diversit

Guests: Bradley Preber, CPA/CFF/CGMA, CFE, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializations, with a focus on recruitment and retention. But what can institutions do to attract, retain and advance talent as it comes through the pipeline? Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. Bradley Preber, Rumbi Petrozzello and Kirstine Connors discuss ways to attract, retain and advance diversity and inclusion in the CFF and ABV specializations. In this episode, they discuss: CEO Action for Diversity and Inclusion Pledge Unconscious Bias Training Attraction, Retent

Guests: Bradley Preber, CPA/CFF/CGMA, CFE, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializations, with a focus on recruitment and retention. But what can institutions do to attract, retain and advance talent as it comes through the pipeline? Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. Bradley Preber, Rumbi Petrozzello and Kirstine Connors discuss ways to attract, retain and advance diversity and inclusion in the CFF and ABV specializations. In this episode, they discuss: CEO Action for Diversity and Inclusion Pledge Unconscious Bias Training Attraction, Retent

Guests: Kelly Richmond Pope, PhD, CPA, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce includes a focus on recruitment and retention. But how do we build the pipeline? How do we attract, retain and advance talent? High school programs need to build the pipeline, not only to the CPA, but also to the specializations, including CFFs and ABVs. University outreach programs need to build awareness of forensic and valuation career paths. CFF and ABV champions and mentor programs also help raise awareness and make connections. But what can these institutions and programs do to further diversity and inclusion? Kelly Richmond Pope, Rumbi Petrozzello and Kirstine Connors discuss building a diverse pipeline to the FVS and ABV specializations. In this episode, they discuss: Kelly’s career journey to forensic accounting and h

Guests: Howard Silverstone, CPA/CFF, Randy Wolverton, CPA/CFF & Hubert Klein, CPA/ABV/CFF Ponzi schemes began in the 1800s but didn’t find their name until the 1920s. A century later, Ponzi and other financial fraud schemes continue to be prevalent. The COVID-19 pandemic will certainly give rise to new opportunities for fraudsters and scammers to take advantage of unwitting victims. Howard Silverstone and Randy Wolverton discuss: What is a Ponzi Scheme? Why are Ponzi Schemes still successful in defrauding victims? Examples of COVID-19 schemes including social media, non-investment schemes, and phishing attacks What can CPAs do to help their clients and the public? The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate

Guests: Howard Silverstone, CPA/CFF, Randy Wolverton, CPA/CFF & Hubert Klein, CPA/ABV/CFF Ponzi schemes began in the 1800s but didn’t find their name until the 1920s. A century later, Ponzi and other financial fraud schemes continue to be prevalent. The COVID-19 pandemic will certainly give rise to new opportunities for fraudsters and scammers to take advantage of unwitting victims. Howard Silverstone and Randy Wolverton discuss: What is a Ponzi Scheme? Why are Ponzi Schemes still successful in defrauding victims? Examples of COVID-19 schemes including social media, non-investment schemes, and phishing attacks What can CPAs do to help their clients and the public? The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate

Guests: Jen Bao, CFA, Kathryn Byrne, CPA/CGMA, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV In the US, although CPAs are relatively balanced by gender, only 19% of firm partners are women. We see similar trends in the gender gap when it comes to specialized credentials, such as the ABV and CFF. The race gap in the CPA profession, unfortunately is one that stubbornly remains. Per a July 2019 Bloomberg article, of over 650,000 CPAs less than 1% are black and 7% are Hispanic. The race gap in the profession in general, flows through to a race gap in the specializations. Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As clients, markets and candidates have become more diverse, an inclusive workforce provides a means of sustaining innovation, improving global competency and tapping in to the buying power of a diverse global market. Studies show that companies with diverse management teams have higher revenues, outperform on profitability,

Guests: Jen Bao, CFA, Kathryn Byrne, CPA/CGMA, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV In the US, although CPAs are relatively balanced by gender, only 19% of firm partners are women. We see similar trends in the gender gap when it comes to specialized credentials, such as the ABV and CFF. The race gap in the CPA profession, unfortunately is one that stubbornly remains. Per a July 2019 Bloomberg article, of over 650,000 CPAs less than 1% are black and 7% are Hispanic. The race gap in the profession in general, flows through to a race gap in the specializations. Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As clients, markets and candidates have become more diverse, an inclusive workforce provides a means of sustaining innovation, improving global competency and tapping in to the buying power of a diverse global market. Studies show that companies with diverse management teams have higher revenues, outperform on profitability,