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 23CF-BVAL: MNCPA Business Valuation Conference

November 1, 2023  -  Bloomington, MN and Online

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Agenda

Wednesday, November 1, 2023

8:00 am - 9:20 am

A1. Did the US Avoid a Recession in 2023?
Speaker King Banaian
Field of study Economics - Technical (1.5)
Description At the beginning of 2023, most economists predicted the U.S. would enter a recession over the next six months or so. With each passing month, forecasters pushed out the date of its start. What happened? Did forecasters blow it (again)? Identify what... Read more »

9:30 am - 10:45 am

B1. The Business Valuation Profession Today
Field of study Management Services - Technical (1.5)
Description Explore the dynamic landscape of the business valuation profession, dissecting the current trends, challenges and opportunities that are shaping its future. Discuss the current size of the profession, the average age of business appraisers and what... Read more »

10:55 am - 11:45 am

C1. Best Practices in BVFLS in a Post-Pandemic Era
Field of study Specialized Knowledge - Technical (1)
Description Look into practice management tips and tactics for improved efficiencies and profitability within your business valuation, forensic and litigation support (BVFLS) practice. Explore ways to effectively manage and motivate a hybrid, post-pandemic... Read more »

12:40 pm - 1:30 pm

D1. Estate Planning Valuation Topics of Interest Today
Field of study Taxes - Technical (1)
Description Delve into how attorneys evaluate and use valuation reports, focusing on what attorneys are particularly keen on when scrutinizing these reports. Get an overview of the estate planning valuation field, with a special emphasis on the controversies... Read more »

1:40 pm - 2:30 pm

E1. Valuing Professional Services Practices
Field of study Specialized Knowledge - Technical (1)
Description Explore the most common methods used to value professional practices, including the use and abuse of the excess earnings method and multi-attribute utility model (MUM) factors. Touch on the nuances associated with various industries, such as law,... Read more »

2:40 pm - 3:30 pm

F1. Transaction Perspectives on Business Valuation
Speaker Jeffrey Wright
Field of study Specialized Knowledge - Technical (1)
Description All roads lead to Rome, but different valuations don't always end up at the same number. Take a closer look at how actual deal valuation differs from non-transaction valuations. Review the most important value drivers sophisticated buyers look for... Read more »

3:40 pm - 4:30 pm

G1. Court Case Update
Field of study Business Law - Technical (1)
Description With the end of 2023, it’s time for an annual review of court cases that have impacted the business valuation and litigation support professions. Dig into cases on a wide range of topics, including shareholder disputes, family law, trust disputes,... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.