IN PERSON: Business Valuation and Litigation Support Services Conference

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Thursday, November 14, 2019 @ 8:30am 4:30pm
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Description

This conference has been approved for 6.7 hours of CLE.

This specialized event is for CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuation and litigation services.

This conference is also available via LIVESTREAM. Click here to register for the LIVESTREAM: Business Valuation and Litigation Services Conference to ensure you receive the web link and instructions prior to the conference.

Credits

Category Amount
General 8.00

Sessions

Thursday, November 14, 2019

8:40am - 9:30am
$0.00
Credits: General 1
9:30am - 10:20am
$0.00
Credits: General 1
10:30am - 11:20am
$0.00
Credits: General 1
11:20am - 12:10pm
$0.00
Credits: General 1
1:00pm - 2:40pm
$0.00
Credits: General 2
2:50pm - 3:40pm
$0.00
Credits: General 1
3:40pm - 4:30pm
$0.00
Credits: General 0

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Vanessa B. Claiborne

Vanessa B. Claiborne

Ms. Claiborne has been with Chaffe & Associates, Inc. since 1987 and was promoted to President and Chief Executive Officer in 2009. She also serves as the Managing Director for the Valuation Advisory group. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV) by the American Institute of Certified Public Accountants and has received her designation as an Accredit Senior Appraiser (ASA) by the American Society of Appraisers. She holds Securities Licenses 79, 24, 27, and 63. Ms. Claiborne is Accredited in Estate Planning by the National Association of Estate Planners and Councils and a Certified Exit Planning Advisor by the Exit Planning Institute. Ms. Claiborne specializes in business valuation services primarily for estate, gift, and income taxes, Employee Stock Ownership Plans (ESOPs), GAAP fair value reporting, financial reporting, corporate planning, litigation support including expert testimony, exit planning, and shareholder transactions and restructuring.

Nene G. Gianfala

Nene G. Gianfala

Ms. Gianfala is a Vice President of the Valuation Advisory group with 12 years of experience in accounting, corporate finance, and business valuations. She joined Chaffe & Associates, Inc. as a Financial Analyst Intern in June 2007, and upon completion of the internship, joined the company. She is a Certified Public Accountant (CPA), Accredited in Business Valuations (ABV), Certified in Entity and Intangible Valuations by the American Institute of Certified Public Accountants (CEIV), and an Accredited Senior Appraiser in Business Valuations with a specialty in Intangible Assets (ASA-BV/IA) by the American Society of Appraisers. Ms. Gianfala performs intellectual property and intangible asset valuations for purchase price allocations, impairment testing, internal intangible asset management, portfolio valuation and litigation support. Ms. Gianfala provides business valuation services to public and private companies for estate, gift and income tax planning, financial reporting, corporate planning, employee stock ownership plans and litigation.

James A. Koerber

James A. Koerber

James (Jim) A. Koerber, CPA/ABV/CFF is a shareholder in The Koerber Company, P.A., and is responsible for valuation and litigation services for attorneys, CPAs, and their clients. Koerber has over 40 years of experience in public accounting.

Koerber attended Mississippi State University (Banking and Finance) and Louisiana State University (Accounting) and is licensed as a Certified Public Accountant in Mississippi, Louisiana, and Alabama. He is Accredited in Business Valuation (receiving the 2013 Accredited in Business Valuation Champion of the Year Award) and Certified in Financial Forensics by the American Institute of Certified Public Accountants. As for professional organizations, Jim is a member of the National Association of Forensic Economics, the American Academy of Economic & Financial Experts, the Mississippi Society of Certified Public Accountants (including past Chairman of the Business Valuation and Litigation Services Committee), the Society of Louisiana Certified Public Accountants (including past Chairman of the Litigation Services Committee), the Alabama Society of Certified Public Accountants, and the American Institute of Certified Public Accountants (including the Forensic & Valuation Services Section). Koerber has qualified as an expert witness in state courts in Mississippi, Louisiana, Florida, and Texas and United States District Court in Mississippi.

The Koerber Company, P.A. Post Office Box 18170 (39404-8170) 103 Madison Plaza, Hattiesburg, Mississippi 39402 Phone: 601.583.1000 (Extension 101); Cell: 601.408.7574 Web Site: www.koerbercompany.com Email: jkoerber@koerbercompany.com

Robert Vance

Robert Vance

Robert Vance is a forensic CPA and the principal of Forensic & Valuation Services, PLC in Memphis, Tennessee. Robert practices exclusively in the areas of business valuation, divorce litigation support, commercial and personal injury economic damage calculations, forensic investigations and expert witness testimony. Robert has authored many national and regional articles on these topics and speaks regularly for the TN Bar Assoc., TN Attorney’s Memo, AICPA, NACVA, American Bar Assoc. and many other private organizations. He has been admitted and testified as an expert over ninety times in federal and state courts.

Kevin Yeanoplos

Kevin Yeanoplos

Kevin R. Yeanoplos, CPA/ABV, ASA is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C., a firm with offices in Seattle and Tucson that specializes in the areas of business and intellectual property valuation, financial analysis and litigation support. Kevin is also one of the founders of YS Advisory Services, utilizing his extensive experience over the last 35 plus years in advising professional service providers and their clients on strategic planning and management issues.