Sponsored by Economic Damages and Fraud and Financial Investigations

This program will discuss how CPAs, fraud investigators and attorneys can collaborate effectively to identify key red flags that indicate fraud, identify and gather documentation, and evaluate potential recovery and reporting options.

Sponsored by Business Valuation and Family Law

This session will provide a practical and accessible framework for understanding how carried interest (“carry”) in private equity functions as an asset in divorce. We will cover the characterization of carry under California community property law, approaches to valuing vested and unvested carry interests, and strategies for dividing carry in marital dissolution cases. The presentation will include real world examples, common pitfalls, and guidance for attorneys and financial professionals navigating these increasingly common issues.

Sponsored by Economic Damages and Fraud and Financial Investigations

In the high-stakes world of white-collar crime, the prosecution builds a timeline, but the defense builds context. Behind every "intent" or "knowledge" argument lies a trail of financial data that either confirms or contradicts the government’s theory. This panel moves beyond the audit to explore the "Forensic Pivot"—the moment where a specific financial finding changes the entire trajectory of a defense. We will discuss how to identify the "financial fingerprints" that prove a lack of criminal intent, how to handle "inconvenient data" that challenges your own client’s narrative, and the art of translating complex forensic trails into a story that resonates with a jury (or a skeptical prosecutor).

Sponsored by Economic Damages and Fraud and Financial Investigations

"Unlocking the Magical Secrets to Fighting Fraud" is both entertaining and informative. It features captivating magic tricks and intriguing stories about real fraud cases. Key topics covered include the nature and prevalence of fraud, how fraud happens, why fraud happens, and tips for minimizing fraud risk. Participants will gain valuable insights into organizational fraud and learn how to defend themselves and their organizations.

Sponsored by Business Valuation and Family Law

This session will cover what is valuation services of fixed assets and how Capital Assets Valuations ("CAV") can help your clients. We will discuss types of assets valued, scope and purposes of common engagements, sample projects, etc.

BV/FL/ED/FFI Session: Sponsored by All Sections

CPAs are frequently called on to speak with authority in rooms that matter — expert testimony, client development, firm presentations, conference stages. This session draws on performance methodology used by professional speakers, world-class athletes, and top stage performers to give CPAs practical tools for navigating nerves, building presence, and delivering complex expertise with the clarity and credibility those rooms require.