Episodios

  • The Bankruptcy Briefings – Navigating Financial Rebirth, Part 3

    The Bankruptcy Briefings – Navigating Financial Rebirth, Part 3
    Jul 18 2024
    For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring. Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist. Clint shares: What skills make a successful restructuring practitionerHow valuations impact the negotiation processLearning to educate, counsel, and provide guidance to the Court Guest: Clint Neider, CPA/ABV, AlixPartners, Restructuring Group Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Previously released Bankruptcy Briefings episodes: Navigating Financial Rebirth, Part 1 with Ken DeGrawNavigating Financial Rebirth, Part 2 with Elizabeth Woodward Exclusive content – Free for FVS Section members Frequently asked questions when providing bankruptcy servicesProviding Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in BankruptcyProviding Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy Bankruptcy at a glance: chapter 7 Bankruptcy at a glance: chapter 11 Bankruptcy at a glance: chapter 11, subchapter V This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    21 m
  • Tracing Money Laundering Funds Through FIAT and Crypto

    Tracing Money Laundering Funds Through FIAT and Crypto
    Jul 4 2024

    Elizabeth Woodward converses with Denise Harding, a speaker at the 2023 AICPA-CIMA Forensic and Valuation Services Conference. Denise provides insight into the Dark Web, addressing typical misunderstandings, as well as offering advice to help professionals:

    • Capitalize on their forensic accounting expertise in cryptocurrency-related endeavors,
    • Illustrate the tools frequently used in these types of assignments, and
    • Establish best practices for efficient engagement management.

    Guest: Denise Harding, CPA/CFF, CFE, Forensic Accountant, Navel Criminal Investigative Service (NCIS)

    Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean Dorton

    Please share your thoughts about the episode - click here to leave us a review

    Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

    RESOURCES FOR FURTHER EXPLORATION
    If you’re using a podcast app that does not hyperlink to the resources, please visit
    https://fvssection.libsyn.com/fvs to access the show notes with direct links.

    Accountants and the battle against money laundering | FVS Eye on Fraud

    Anti-money laundering regulations for the U.S., Canada, and the European Union

    Fraud in the age of virtual currency | FVS Eye on Fraud

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    32 m
  • Valuing Complex Financial Instruments

    Valuing Complex Financial Instruments
    Jun 20 2024
    While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and shares his expertise to provide an overview to help us better understand what these instruments are, and how they are valued, including: Categories and classification of complex financial instrumentsValuation approaches and methodsInfluence of market volatility, liquidity constraints, and broad macro-economic conditions on valueIndustry guidance resources available to valuation practitioners, auditors, and financial professionals Guest: Faisal Lakhani, CFA, ABV, Managing Director, CBIZ Valuation Group Host: Howard Mah-Lee, CFA, CAIA, ABV, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide the“PE/VC” guide FVS Section members click here for complimentary accessnon-FVS Section purchase Valuation of Privately Held Companies Equity Securities Issued as Compensation the“cheap stock” guide FVS Section members click here for complimentary accessnon-FVS Section purchase This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    29 m
  • The Bankruptcy Briefings – Navigating Financial Rebirth, Part 2

    The Bankruptcy Briefings – Navigating Financial Rebirth, Part 2
    Jun 6 2024
    Josh Shilts meets with fellow pod squadder Elizabeth Woodward to hear about her unique entry into bankruptcy-related work. Elizabeth discusses her path, the diverse businesses she has managed as a fiduciary, and the differences that exist when testifying in a non-confrontational forum. Her role often requires her to be accountable to the court and creditors, ensuring transparency and integrity throughout the bankruptcy process. Guest: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean DortonHost: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Related podcast episodes The Bankruptcy Briefings – Navigating Financial Rebirth, Part 1 Exclusive content – Free for FVS Section members Frequently asked questions when providing bankruptcy servicesProviding Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in BankruptcyProviding Bankruptcy and Reorganization Services, Vol. 2: Valuation in BankruptcyBankruptcy at a glance: chapter 7Bankruptcy at a glance: chapter 11Bankruptcy at a glance: chapter 11, subchapter V This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    26 m
  • Increasing Engagement with FVS Emerging Professionals

    Increasing Engagement with FVS Emerging Professionals
    Jun 6 2024

    Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional.

    It plays a crucial role in career development and organizational culture, as well as allows the mentor to:

    • Share the enthusiasm for the work they do, and the desire to keep learning
    • Make sure students and younger professionals know that BV is a career path if Accounting, Auditing, or Tax is not their jam
    • Make sure emerging professionals understand the why of the engagement

    Co-hosts
    David Consigli, CPA/ABV, CDFA, FAZ Forensics
    Greg Saunders, CPA/ABV, ASA, Keiter CPA

    Please share your thoughts about the episode - click here to leave us a review

    Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

    RESOURCES FOR FURTHER EXPLORATION
    If you’re using a podcast app that does not hyperlink to the resources, please visit
    https://fvssection.libsyn.com/fvs to access the show notes with direct links.

    A career in business valuation An FVS micro-community (6 sessions: July 24 – October 16)
    Application period: May 16 – June 16, 2024. Please complete a short survey to be considered for this program
    This interactive program is designed for professionals who have zero to 5 years of BV experience or plan to switch careers into valuation services. Experienced facilitators from the AICPA’s BV Committee will provide guidance on the essential aspects of developing a career as a valuation professional. This is a valuable opportunity for professionals who want to connect with their peers and get support in advancing their careers. Participation is limited and complementary.

    Help my FLS Career micro-community – please contact Christine Cutti-Fox, Sr. Manager, FVS team

    AVAILABLE ON AICPA-CIMA.com

    • Top 8 ways to build leaders in your firm (illustrated checklist)
    • AICPA® PCPS Mentoring guide
    • Coaching vs. Mentoring
    • How to develop and launch a mentoring program
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    26 m
  • Leveraging the New Fraud Risk Management Guide in your Practice

    Leveraging the New Fraud Risk Management Guide in your Practice
    May 16 2024
    The Fraud Risk Management Guide provides a comprehensive framework for assessing and managing fraud risks in any organization. Elizabeth, Jonathan, and Lynda discuss the guide and its benefits for AICPA members. The guide is a joint product of the Committee of Sponsoring Organizations (COSO) and the Association of Certified Fraud Examiners (ACFE) with contributions from various organizations and experts, including the AICPA.The guide can help practitioners audit their fraud risk management programs, train and educate board members and other stakeholders, benchmark their performance against best practices, and remediate any identified issues. Guests: Lynda Schwartz, CPA/CFF/CGMA CFE, University of Massachusetts Amherst, Director of Forensic CurriculumJonathan T. Marks, CPA, CFF, CITP, CGMA, CFE, & PI, Partner, BDO - Forensic & Investigation Services Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Fraud Risk Management Guide, 2nd Edition (FVS Section members see below)Fraud Risk Management Guide (second edition) Executive SummaryManaging the Business Risk of Fraud: A Practical Guide Available as a benefit to FVS Section members Fraud Risk Management Guide (second edition)Business fraud risk framework Understanding the forensic technology landscape This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    32 m
  • Keeping Reasonable Comp Reasonable

    Keeping Reasonable Comp Reasonable
    May 16 2024

    Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't miss this opportunity to learn how to recognize, apply, and distinguish between sources for reasonable compensation.

    Guests:

    • Jessica Landay, ABV, ASA, CVA, MAFF, Harper Hofer & Associates, LLC Partner
    • Jordan Graves, CPA/ABV, CFF Cooper Norman CPA's Principal

    Host: Greg Saunders, CPA/ABV, ASA, Keiter CPA

    Please share your thoughts about the episode - click here to leave us a review

    Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com

    RESOURCES FOR FURTHER EXPLORATION
    If you’re using a podcast app that does not hyperlink to the resources, please visit
    https://fvssection.libsyn.com/fvs to access the show notes with direct links.

    FVS Section members can access the FVS Online Library that is part of their benefits: A CPA’s Guide to Family Law Services, Chapter 6 Business Valuation

    This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark.

    LEARN MORE ABOUT
    Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic

    Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic

    This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    20 m
  • The Bankruptcy Briefings – Navigating Financial Rebirth, Part 1

    The Bankruptcy Briefings – Navigating Financial Rebirth, Part 1
    May 2 2024
    Get set for the first of a series of episodes highlighting opportunities for FVS practitioners in bankruptcy, Ken and Josh “sit” to discuss some of the tenets of his practice. Ken tells us about the types of bankruptcy (Chapter 7, Chapter 11, etc.) as well as the services that FVS practitioners can provide. We also hear about the types of clients (i.e. attorneys, debtors, creditor committees, etc.) as well as best practices advice from Ken on managing a bankruptcy practice. Guest: Kenneth DeGraw, CPA/CFF, CFE, CFP, Partner, Forensic & Valuation Services, Withum Host: Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links. Related podcast episodes Learn how fraud and valuation matters are handled during bankruptcy, 6/4/2021Bankruptcy in a post-COVID world, 9/2/2021 Exclusive content – Free for FVS Section members Frequently asked questions when providing bankruptcy servicesProviding Bankruptcy and Reorganization Services, Vol. 1: Litigation and Dispute Resolution in BankruptcyProviding Bankruptcy and Reorganization Services, Vol. 2: Valuation in BankruptcyBankruptcy at a glance: chapter 7Bankruptcy at a glance: chapter 11Bankruptcy at a glance: chapter 11, subchapter V This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. Visit us online, and if you’re not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
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    22 m