Date: Oct. 4, 2024
Time: 8:30 a.m. – 3:30 p.m. PT
$145.00
$165.00
Members, log in to access your discount.
Join us for a day packed with enriching breakout sessions and networking opportunities designed to elevate your expertise and expand your professional network.
Reserve your spot for a day of learning, networking, and staying ahead in the dynamic world of forensic accounting.
Please note, agenda and/or speakers are subject to change.
FSSCO1024B
In-Person
CPAs, attorneys, and other forensic accounting and litigation professionals.
Specialized Knowledge
Update
Some knowledge of forensic accounting is preferred.
This meeting will be paperless. Materials must be downloaded from the CalCPA website three days prior to the meeting.
Multiple Sessions to Select from
ED/FFI Session: SFS610241B
Sponsored by Economic Damages and Fraud and Financial Investigations
This presentation will provide an update on recent case law developments impacting the industry. Attendees will gain valuable insights into significant rulings that have broad implications for practitioners in forensic and financial litigation services, including economic damages, securities litigation, GAAP and GAAS matters, and others. The case law update will also focus on expert admissibility, cover a mix of commercial damages and intellectual property cases, and will also address the calculation, presentation, and adjudication of economic damages in litigation.
BV/FL Session: SFS610241A
Sponsored by Business Valuation and Family Law
1. DLOC methods and empirical sources
2. DLOC/DLOM for a holding company
3. Method and empirical sources for determining DLOM
4. DLOM for a controlling interest
Multiple Sessions to Select from
BV/FL Session: SFS610242A
Sponsored by Business Valuation and Family Law
Join attorney Carl I. S. Mueller for a discussion on best practices and procedures for improving collections, from client screening and intake through litigation and judgment enforcement. Beyond looking at the laws and ethical rules governing your engagement agreements and collection efforts, Carl will share his first-hand knowledge gained in litigating disputes over professional fee invoices to try and help you avoid fee disputes or be better prepared if you find yourself in one.
ED/FFI Session: SFS610242B
Sponsored by Economic Damages and Fraud and Financial Investigations
This session is an interactive presentation on forensic accounting within trust and estate matters. How do attorneys utilize CPAs in trust litigation matters? Industry experts will present an overview and answer questions through case studies.
Keynote Lunch Presentation: SFS610243
Mr. Taylor will share his 35 years’ experience as a forensic expert witness specifically dealing with client communications, practice management, marketing, and expert testimony. His presentation will be both humorous and informative, offering useful tips for everyone, even the most experienced professionals.
Multiple Sessions to Select from
ED/FFI Session: SFS610244B
Sponsored by Economic Damages and Fraud and Financial Investigations
Mr. Klein and Mr. Kilbourne will discuss the remedy of disgorgement in disputes matters including discussion of recent and relevant case law that highlight concepts within the disgorgement framework. The speakers will also briefly discuss the work of the AICPA Task Force on an upcoming primer on disgorgement.
BV/FL Session: SFS610244A
Sponsored by Business Valuation and Family Law
In this session, Mr. Moyer examines key characteristics of venture-backed equity valuations for various stages of company growth cycles, highlights key considerations to be aware of in valuing such shares, and presents notable trends in the marketplace.
BV/FL/ED/FFI Session: SFS610245A
Sponsored by All Sections
While a polished direct examination should feel like a well-choreographed Broadway play, cross-examination is more akin to being thrust into a boxing ring with a prize fighter, and you find that your dominant hand is tied behind your back.
This session is designed to give you a fighting chance at surviving the blows that a well-prepared cross examination are designed to inflict. It will help you identify the tactics that the cross-examiner might use, and discuss approaches and preparatory tips that allow you to project the appearance of objectivity, maintain your credibility, and give your opinion the best fighting chance of being accepted by the court.
Meetings will be held at UCSD Park & Market in Downtown San Diego.
The CalCPA FSS room block has closed. Please check with the hotel website for availability.