Hosts
Greg P. Saunders, CPA, ABV, ASA, Sr. Manager, Keiter CPAs
Anveshica (Saumya) Tayi, CPA/ABV, Director, Alix Partners, LLP
Guest:
Stacy Preston Collins, CPA/ABV/CFF, Financial Research Associates

Stacy Collins is a Managing Director with the team at Financial Research Associates who, for 30 years, has specialized in business valuation, including litigation support, and is qualified as a national expert in the finance, accounting, and economics fields.  Additionally, Stacey is the
chair for the AICPA’s expert witness workshop for the past several years.  In this episode, Stacy discusses:

•    Her path to becoming an expert witness
•    The role of the expert witness
•    Working with counsel to identify the relevant facts in the matter
•    How to produce an independent, credible valuation that will withstand the scrutiny of the Courts

RESOURCES for Further exploration on this topic: 

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 save!  Click here to find out how to join!  

Expert Witness Workshop, Nov 06 - Nov 08, 2023.  FVS section discount: $550

2023 Forensic and Valuation Services Conference) Nov 06 - Nov 08, 2023.  FVS section discount: $500

FVS webcast | Oct 17:  Overview of Expert Reports, Depositions, and Trial  FVS section discount: $90

FVS webcast archive | Two perspectives on the path to becoming an FVS expert for litigation. Free for FVS Section members

2022 FVS Conference session “Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between”  

Podcast Archives (Free) - From Retention to Report Issuance and Everything In Between

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’ll get free CPE and access to rich technical content.

Please share your thoughts by leaving us a review here or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com
Information on credentials - Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.

ABV Credential (Accredited in Business Valuation)

CFF Credential (Certified in Fraud and Forensics)

Host:  David Consigli, CPA/ABV, CDFA, FAZ CPAs

Guest(s):  

Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC

Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind

Description:

Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space.  Today’s episode features both the attorney’s perspective and the forensic and/or valuation specialist, specific topics covered are:

·         Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney

·         A road map for the new forensic and valuation expert start starting out in litigation support engagements

·         A good refresher for the experts

·         How and what happens behind the scenes.

For Further exploration on this topic: 

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 attend for FREE.  June 27:  Two Perspectives on the Path to Becoming an FVS Expert for Litigation

Conference Workshop, Nov 6-8:  AICPA & CIMA Expert Witness Skills Workshop

Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas!

Webcast prereq:  Oct 17:  Overview of Expert Reports, Depositions, and Trial  - free for workshop attendees!

Available for purchase from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session:  FVC2213 - From Retention to Report Issuance and Everything In Between

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.  If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

Don’t miss an episode –

Follow us wherever you get your podcasts and leave us a review using this link or copy and paste this URL into your browser https://forms.office.com/r/4cjNd6m1TJ so we can continue bringing valuable and relevant content to you. Any other issues can be sent to podcast@aicpa-cima.com

Information on credentials

Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.

·         ABV Credential (Accredited in Business Valuation)

·         CFF Credential (Certified in Fraud and Forensics)

One of the downsides of COVID-19 has been an uptick in shareholder acquisition disputes, with cash-strapped business owners seeking to exit businesses or look for ways to extract additional value by exploiting the shareholders agreement. This video looks at two of the more common causes of shareholder disputes and suggests some ways shareholders in private companies can reduce the risk and scope of costly disputes.