Valuation, Forensic Accounting & Litigation Services Conference

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Thursday, January 07, 2021 - Friday, January 08, 2021
Webcast or Webinar, Online
8:10AM - 5:25PM (opens at 7:00AM) EST
Accounting and Auditing and Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$460.00 Regular Price
$710.00 Regular Price
Course Type: CPE Conferences
Course Code: 20/LC
Field of Study: Accounting, Business Law, Economics, Finance, Specialized Knowledge, Information Technology




VFALS Conference Chair - Caridad (Carey) Vasallo
Become Anticipatory in Valuation, Forensic Accounting and Litigation Services.

Welcome to the virtual 2021 FICPA Valuation, Forensic Accounting & Litigation Services Conference.  Our veteran planning committee has done a fantastic job bringing together cutting-edge topics and outstanding speakers to offer you 16 hours of the best CPE. For those new to the field, we are offering 2 - 1 hour each day - bonus boot camps to bring you up to speed on what you need to know.

This long-standing, elite conference keeps you connected with your peers, providing novice and seasoned CPAs alike with the information and tools needed to keep on top of the profession. Explore issues in litigation from divorce, family law and working capital/cash flow considerations post COVID-19 to BV concerns related to levels of value, personal enterprise/good will and valuation.

Now that we've piqued your interest, we hope you will take a moment to review the complete agenda, register and start 2021 off right! 


CPE Credit:

This conference may qualify for up to 18 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit earned depends on concurrent breakouts chosen. Please indicate choice of breakouts on the registration form.

 Conference Materials

Conference reference materials are distributed to registrants electronically in advance of the program.  This fully searchable PDF includes speaker presentations and is intended for electronic use only.


Follow the FICPA on Twitter @ficpa and use #ficpaLC to Tweet about this conference.


Thursday, January 7, 2021


Time: Thursday 7:00am - 8:00am

Early Riser: VFALs Boot Camp: Part 1

Time: Thursday 7:00am - 7:50am Credits: 1 TB

Steven Wolf, Partner, Wolf Forensics and Arlene Ravalo-Jao, Senior Manager, Cherry Bekaert

This is the first of a 2-part session designed for those new to valuation, forensic accounting and litigation services or a refresher. An excellent introduction to take in tandem with the full conference.  This session is open to all registrants.


Introduction and Opening Remarks

Time: Thursday 8:00am - 8:10am

General Session: Economic Update

Time: Thursday 8:10am - 9:00am Credits: 1 TB

Dr. Jerry Parrish, Chief Economist and Director of Research, Florida Chamber Foundation

What does 2021 hold for Florida's economy and industry?  How will the COVID pandemic and 2020 elections impact the state?  Gain insights into these questions, and more, from one of the most prominent economist in Florida.


General Session: The Anatomy of an Accountant's Defense

Time: Thursday 9:05am - 9:55am Credits: 1 TB

H. Steven Vogel, Shareholder, Becker Lawyers

Explore accounting provisions of valuation, consulting and other services and how these services lead to claims and allegations of malpractice against the CPA.



Time: Thursday 9:55am - 10:05

General Session: Firm Growth Strategies and Risk Management in a Pandemic Environment

Time: Thursday 10:05am - 10:55am Credits: 1 TB

Bob Lewis, President, The Visionary Group

Review different methods to grow a firm in an economy that has been altered due to COVID-19. Explore core business development steps any firm should deploy - whether there is a pandemic or not - and address specific techniques to consider in a COVID environment. Gain insight into risk factors inside firms that can alter their business development strategy and process, as well as review the risk issues  and concerns prospects, banks and other referral sources are facing.


BO1 BV: Levels of Value: They Aren't What They Used to Be

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Brett Cooper, CPA/ABV, ASA, BV/IA, BVAL, CRFAC, Director, Valuation and Advisory, Rivero, Gordimer & Co., PA

The discount formerly known as the minority interest discount is disappearing.  This session will discuss the level of values chart and movement between the levels of value, directly and indirectly. Certain tools and processes used in valuation are not longer supportable.  Listen to cutting edge theory and change with the times.


BO2 LIT: Tax Effects of Divorce Litigation

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Sandra Perez, Director, Family Law Forensic Services, BerkowitzPollackBrant Advisors and Accountants, LLP

Learn about the tax effects on divorce litigation. Examine recent rulings and determinations.



Time: Thursday 11:50am - 12:50pm

BO3 BV: Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation

Time: Thursday 12:50pm - 1:40pm Credits: 1 TB

Karolina Calhoun, CPA/ABV/CFF, Vice President, Mercer Capital

Valuations of a closely held business in the context of litigation can be multifaceted and may require additional forensic investigative scrutiny. As such, it is important to consider the potential forensic implications of valuation adjustments as they may lead to other analyses. Learn how to   evaluate financial statement adjustments and corresponding implications and interpret the need for forensic services as a result of valuation adjustments, such as tracing services, income determination, and other analyses.


BO4 LIT: Lifestyle Analyses: Are They Still Relevant?

Time: Thursday 12:50pm - 1:40pm Credits: 1 TB

Sandra Perez, Director, Family Law Forensic Services, BerkowitzPollackBrant Advisors and Accountants, LLP and Jodi Furr Colton, Partner, Brinkley Morgan

Examine how Florida case law treats historical lifestyle in determining alimony, lifestyle analyses' multiple purposes, and how they can help resolve your case.  Learn some useful tips and tricks.


BO5 BV: Distressed Valuation and Solvency Analysis

Time: Thursday 1:45pm - 2:35pm Credits: 1 TB

Melissa Davis, CPA, Partner, KapilaMukamal, LLP and Grace E. Robson, Esq., Partner, Markowitz Ringel Trusty & Hartog, P.A.

Explore valuation issues related to bankruptcy proceedings.  Examine the roles that accountants and lawyers may play in a bankruptcy proceeding involving valuation issues with factors that CPAs may encounter when valuing assets in distressed situations.


BO6 LIT: Why Litigate When You Can Collaborate?

Time: Thursday 1:45pm - 2:35pm Credits: 1 TB

Fernanda Pedroso, Esq., Attorney, EHB Family & Collaborative Law Attorneys, Tammy Berman, licensed mental health counselor and Supreme Court-certified family mediator, and Ed Sachs, CPA/ABV, CFF, Collaborative Family Law Institute

This presentation will include three speakers, each with very different professional backgrounds (Attorney, Mental Health Professional, CPA/Forensic Accountant), all advocating for why the Collaborative Process is the only option that should be considered by any individuals about to embark on a family law case. Learn how the Collaborative Process is different from traditional litigation and the paradigm shift required to practice in this holistic area of family law that serves to promote long lasting resolutions.  



Time: Thursday 2:35pm - 2:45pm

BO7 BV: The Art and Science of Forecasting

Time: Thursday 2:45pm - 3:35pm Credits: 1 AA

Anthony (Tony) Banks, ASA, Director - Advisory Services, Marcum Advisory Consulting

Learn about financial forecasting, accounting guidance, the steps to prepare a forecast, and tools of the trade when preparing or reviewing a forecast.


BO8 LIT: Minimizing Data Breach Risks: The Law and Cyber Insurance

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

Alfred John Saikali, Partner and Chair, Privacy and Data Security Practice, Shook, Hardy & Bacon

Learn about some of the greatest cybersecurity risks to businesses, such as ransomware and business email compromises.  Companies that experience these cybersecurity issues may face legal obligations to notify consumers, employees, and regulatory authorities. They may also face class action lawsuits, publicity nightmares, or regulatory enforcement actions.  Explore some of the proactive risk minimization steps companies can take before an incident to minimize the post-incident legal risks.  Hear about the first things organizations must do in responding to data incidents and about the law governing data incidents.  Get your cybersecurity questions answered here!


General Session: Case Law Update: Valuation/Litigation

Time: Thursday 3:40pm - 4:30pm Credits: 1 TB

Stacy Preston Collins, CPA/ABV, CFF, Managing Director, Financial Research Associates

In this session we will discuss some recent Florida legal decisions, with an emphasis on matrimonial matters that may be of interest to financial experts. We will also touch on some recent non-matrimonial matters in Florida and in US Tax Court.


General Session: From the Bench: Interactive Judges' Panel

Time: Thursday 4:35pm - 5:25pm Credits: 1 TB

Moderator: Sheri Fiske Schultz, CPA/ABV/CFF, Managing Partner, Fiske & Company Panelists: Honorable Sandra Perlman, Honorable Keathan B. Frink, and Honorable Fabienne E. Fahnestock, 17th Judicial Circuit Court

A conference favorite - join us as our panel of Judges provide you with their views from the bench.  Learn what to anticipate when testifying, what to do, and what not to do.  This session will be interactive and the Judges will answer your questions.


Friday, January 8, 2021

Early Riser: VFALs Boot Camp: Part 2

Time: Friday 7:00am - 7:50am Credits: 1 TB

Steven Wolf, Partner, Wolf Forensics and Arlene Ravalo-Jao, Senior Manager, Cherry Bekaert

This is the second of a 2-part session designed for those new to valuation, forensic accounting and litigation services or as a refresher. An excellent introduction to take in tandem with the full conference. This session is open to all registrants.


Opening Remarks

Time: Friday 8:00am - 8:05am

Forensic Accounting: Occupational Fraud and Abuse and The 123s of an ABC

Time: Friday 8:10am - 9:50am Credits: 2 TB

Katie Gilden, CPA/ABV/CFF, CFE, CVA, Chief Operating Officer, Fiske & Company

Forensic Accounting: Occupational Fraud and Abuse:

This presentation will focus on the current and evolving issues of fraud within organizations. The seminar will cover types of fraud, methods of detection, and will “profile” the fraudster.  Discussion will also include data mining and analysis, including use of Artificial Intelligence (AI).


William F. Mueller, Esq., CPA, MBA, Senior Vice President, Michael Moecker & Associates, Inc.

The 123s of an ABC: Serving Clients in Financial Distress through Assignment for the Benefit of Creditors (“ABC”)

CPAs hold “trusted advisor” status for many of their clients.  When clients face financial distress or problems with their banks, CPAs often get the first call for help from their clients. The COVID-19 pandemic has shifted the economic landscape to the point where thousands of businesses are trying to navigate through turbulent times. Tragically, some businesses won’t survive and the CPA will naturally be asked, what should I do?  Learn about the significant benefits of an ABC, in which the CPA can assist their clients in:

1) Advising their clients on the timing of an ABC to maximize control for clients.

2) Advising their clients that an ABC which is a more economically efficiently solution than other insolvency solutions—it costs less.

3) Advising their clients on an ABC option that will be significantly less “red-tape” than other insolvency solution—it takes less time.

4) Advising their clients on an ABC option that will not involve the stigma of a bankruptcy filing—your marketplace reputation should remain in-tact.

5) Advising their clients on an ABC option that could likely result in relatively easy and quick ways to resolve differences with creditors.





Time: Friday 9:50am - 10:00am

General Session: Discovering Big Data Insights with Data Analytics and AI

Time: Friday 10:00am - 10:50am Credits: 1 AA

Kathryn Horton, CPA, CMA, CIDA, CFE, President, Kathryn K. Horton CPA PA

Learn the benefits of data analytic technology and practical applications for gaining big data insights and identifying data anomalies. Explore data mining techniques including advanced numeric theories, visualization, distance analysis and process automation. Explore artificial intelligence and the infusion with data analytics, including the transformation of transactional reviews. This interactive session demonstrates the value of data analytic technology and why the utilization of technological advances is vital to continued professional success.


BO9 BV: Goodwill and Non-Competition Agreements

Time: Friday 10:55am - 11:45pm Credits: 1 TB

Thomas Gillmore, CPA/ABV, CFE, CFF, Gillmore Accounting Practice, PL, Richard West, Esq., West Family Law Group, PL, and Bruce Parisi, MBA, ASA, ARM

Weigh the attributes of goodwill for litigation, tax filing, marital dissolution and portfolio management.  Explore aspects of enterprise and personal goodwill, the analysis and quantification of the attributes, and finally, the impact of your business value conclusion.

This session sponsored by Gillmore Accounting Practice


BO10 LIT: FCPA: An Overview and Corporate Compliance Program

Time: Friday 10:55am - 11:45pm Credits: 1 TB

Vanessa Varona, Senior Manager, Assurance Services, Forensic and Integrity Services and Ramon de Legorburu, Managing Director, Forensic and Integrity Services, Ernst & Young

Congress enacted the Foreign Corrupt Practices Act (“FCPA”) in 1977 in response to bribery of foreign officials by US companies. This presentation summarizes the two main provisions of the FCPA, describes who is covered by the FCPA and provides background on key concepts and elements of the FCPA. In addition, this presentation describes the elements of an effective corporate compliance program.



Time: Friday 11:45am - 12:45pm

BO11 BV: Business Valuation and Covid-19

Time: Friday 12:45pm - 1:35pm Credits: 1 TB

Jim Hitchner, CPA/ABV/CFF, ASA, Managing Director, Financial Valuation Advisors

Learn techniques to value small- to medium-size businesses during the COVID pandemic at various dates. Examples will include the CCF method, the DCF method, the cost of capital, the GCTM, and the use of public market data. Discounts for lack of marketability, discounts for lack of control, S corps, and report writing will also be addressed.


BO12 LIT: COVID Normalization of EBITDA and Net Working Capital: How to Best Analyze COVID's Impact of Businesses' Financial Performace

Time: Friday 12:45pm - 1:35pm Credits: 1 TB

Jeff Stamm, Director of Transaction Services, Financial Due Diligence Practice Leader, Daszkal Bolton, LLP

Explore best methods to pin-point the impact of COVID on historical earnings and net working capital to be able to explain the true economic effects for an individual business at a granular level, and further, how to approach projections going forward and whether there is a lasting or temporal impact on a case by case basis using specific examples from businesses operating under various, different industry dynamics.


General Session: Hard Ball With Hitchner

Time: Friday 1:40pm - 2:30pm Credits: 1 TB

Jim Hitchner, CPA/ABV/CFF, ASA, Managing Director, Financial Valuation Advisors; Sheri Fiske Schultz, CPA/ABV/CFF, Fiske & Company, Stacy Preston Collins, CPA/ABV, CFF, Managing Director, Financial Research Associates, and Harold G. Martin, Jr., CPA/ABV/CFF, ASA, CFE, Partner, Valuation & Forensic Services, Keiter CPA

Join Jim and his esteemed panel of experts. You ask the questions and this group will have the answers. Remember, no "It Depends" allowed. They will address COVID, cost of capital, growth rates, valuation methods, discounts an premiums, and S corps.


General Session: Strategies for Successful Business Interruption Claims and Update on Covid Cases

Time: Friday 2:35pm - 3:25pm Credits: 1 TB

Gail A. McQuilkin, Esq., Partner, Kozyak Tropin & Throckmorton, LLP, and Daniel S. Hughes, CPA/CFF/CGMA, CVA, Director of Forensic and Advisory Services, Berkowitz Pollack Brant

In the wake of the COVID-19 pandemic and national state of emergency, many business owners pursued economic recovery for business interruption (BI) losses only to be denied coverage by their property and casualty insurance carriers. A flurry of lawsuits subsequently flooded the courts as business owners sought declaratory judgements against insurers for breach of contract and other claims based on business interruption and/or civil authority clauses contained in their insurance policies. 

This session will provide an overview of the current BI claims landscape, including recent judiciary opinions concerning specific policy language and exclusions related to coverage. Discussions will also address claim-quantification strategies for calculating, supporting, and negotiating business interruption claims resulting from a wide variety of perils.



  • Explore the 2021 econony post-election
  • Learn how COVID-19 has impacted the profession
  • Gain insight into the anatomy of an accountant's defense
  • Identify levels of valuation including adjustments, potential litigation and solvency analysis
  • Understand the uses and potential of data analytics
  • Examine insolvency alternatives for CPA clients
  • Learn about family law issues including divorce litigation, personal enterprise and good will
  • Hear about business interruption claims
  • Play hardball with Hitchner
  • Ask questions on court room issues during the judges' panel


  • Brett Cooper, ABV,ASA

    Brett Cooper is Director, Valuation and Advisory Services, Rivero, Gordimer & Co., PA. in Tampa. FL.  He received a BS degree in accounting from FSU and his background includes two basic skill sets; valuation and forensic accounting, which have lead him to providing services in the consulting areas of valuation of business and business interest, intangible asset valuation, economic damage...

    Read more about Brett Cooper here
  • Kathryn K Horton, CPA, CMA, CIDA, CFE

    Kathryn Horton is an industry leader in the use of data analytics for audit processes and fraud detection, specifically using Caseware IDEA. Kathryn was the recipient of the 2017 U.S. IDEA User of Excellence Award. She was also a speaker at the 2018 National IDEA User Conference and has presented on the use of data analytics for fraud detection to both regional and state user groups.Her numerous...

    Read more about Kathryn K Horton here
  • Sheri Fiske Schultz, CPA/ABV/CFF

    Director of the Valuation Services DepartmentFiske & CompanySheri Schultz brings over 20 years of experience to her clients, offering both professional expertise and practical insight toward business valuations and litigation support services. In addition to being a licensed CPA, Sheri is Certified in Financial Forensics (CFF), and holds the designation of Accredited in Business Valuation (ABV)...

    Read more about Sheri Fiske Schultz here
  • Steven Andrew Wolf, ABV,CFE,CPA

    Steve is President of Wolf Forensics, Inc. and specializes in forensic accounting, economic damages, fraud investigation and valuation services. Wolf Forensics assists clients by offering tailored solutions designed to objectively analyze data and quantify the economic value associated with an unprecedented event.  Clients often seek his guidance on complex commercial contract disputes, internal...

    Read more about Steven Andrew Wolf here
  • James R Hitchner, CPA, ABV, CFF, ASA

    Jim Hitchner is managing director of Financial Valuation Advisors and is president of The Financial Consulting Group He is also CEO of Valuation Products and Services (VPS)   Mr. Hitchner is editor/coauthor of the books the Hitchner Pratt Fishman Consensus View Q&A Guide to Financial Valuation and the VPS DLOM Guide and Toolkit...

    Read more about James R Hitchner here
  • William F Mueller, CPA, Esq, MBA

    William “Bill” Mueller, Esq., is the Senior Vice President of Corporate Finance and Restructuring at Michael Moecker & Associates, the leading firm in Florida for distressed business consultation, management and liquidation of assets. Bill started his professional career in the United States Navy as a submariner, serving on two Fleet Ballistic Missile Submarines. He then taught Naval...

    Read more about William F Mueller here
  • Keathan Frink

    Read more about Keathan Frink here
  • Fabienne Fahnestock

    Read more about Fabienne Fahnestock here
  • Sandra Perlman

    Read more about Sandra Perlman here
  • H. Steven Vogel, CPA

    Steven Vogel is an experienced litigator whose practice focuses on complex professional liability and commercial litigation cases.  This includes the representation of accountants, attorneys, corporate directors, officers and others in various types of lawsuits ranging from claims of professional malpractice, breach of contract to real estate litigation, state and federal securities law claims...

    Read more about H. Steven Vogel here
  • Daniel Scott Hughes

    Daniel Hughes is the Director of Berkowitz, Pollack, Brant Advisors + CPAs. He helps companies of all sizes from large publicly traded corporations to smaller privately held businesses assess economic damages, lost profits and the quantification of business interruption insurance claims. He works with court-appointed receivers in bankruptcy and special committees to the board of directors in...

    Read more about Daniel Scott Hughes here
  • Anthony R Banks, ASA

    Anthony Banks has more than 15 years of professional experience, including business valuation, trial support, investment research and financial analysis. As the manager in the Business Valuation service area, his responsibilities include business valuations for estate and/or gift tax purposes and litigation. In addition, he also deals with lost profit calculations and due diligence investigations...

    Read more about Anthony R Banks here
  • Sandra Leon Perez, CPA, ABV, CFF, CFE

    Sandra L. Perez is the Director of Family Law Forensic Services at Berkowitz Pollack Brant, Advisors & Accountants. For more than 20 years, Sandra Perez has provided valuable services assisting attorneys in all financial aspects of family law and divorce matters. Perez is a skilled forensic accountant and qualified expert witness who regularly testifies in depositions and before the court. Perez...

    Read more about Sandra Leon Perez here
  • Melissa Davis, CPA, CFE,CIRA

    Melissa Davis is a Partner at KapilaMukamal and joined the firm in 1998. Ms. Davis concentrates on providing bankruptcy, litigation and forensic investigation services to debtors, creditors, receivers, assignees, bankruptcy trustees, examiners and liquidating trusts. Her practice also includes forensic accounting, fraud investigations, litigation support and family law matters.Ms. Davis has served...

    Read more about Melissa Davis here
  • Ramon Alfredo De Legorburu

    Ramon de Legorburu is a Managing Director at EY in the Forensic & Integrity Services practice with over 20 years of professional experience Mr. de Legorburu specializes in providing forensic investigative and dispute services, including financial damages and lost profit calculations and expert testimony. Mr. de Legorburu has investigated allegations stemming from suspected FCPA violations...

    Read more about Ramon Alfredo De Legorburu here
  • Thomas James Gillmore, CPA/ABV, CFE, CFF

    • Presenter• Gillmore Accounting Practice, P.L. – Business Valuation Group•• Tom opened his forensic accounting and business valuation firm in 2009, and he frequently testifies at court in the Central Florida region in a variety of matters, including shareholder disputes and marital dissolutions. Tom has incorporated goodwill analysis in over one-hundred business...

    Read more about Thomas James Gillmore here
  • Arlene Ravalo-Jao, ABV,CFF,CPA

    A senior manager in Cherry Bekaert’s Valuation Services practice, Arlene has extensive experience providing business valuation and litigation support services for privately-held and SEC publicly-traded companies in a wide range of industries.Arlene specializes in valuation services involving purchase price allocations (“ASC 805”), goodwill and intangible impairment testing (“ASC 350/360”), and...

    Read more about Arlene Ravalo-Jao here
  • Jodi Colton, Esq.

    Jodi Colton is a graduate of Harvard Law School and a Partner at Brinkley Morgan. Her practice is exclusively focused on complex family law matters, including divorce, parental responsibility/ timesharing and paternity matters for high net worth individuals. In addition, Ms. Colton regularly drafts and negotiates prenuptial and postnuptial agreements.Ms. Colton’s legal career began in the New York...

    Read more about Jodi Colton here
  • Alfred Saikali

    Alfred J. Saikali is the Chair of Privacy & Data Security Practice of the firm Shook, Hardy & Bacon, Miami. As Chair of Shook's Privacy and Data Security Practice, Al has gained the trust of clients challenged by data incident response, privacy litigation, and compliance with the myriad laws governing sensitive information.  Al believes that client service, deep experience and proactive thinking...

    Read more about Alfred Saikali here
  • Karolina Calhoun, CPA/ABV/CFF

    Karolina Calhoun, Vice President at Mercer Capital, has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on local, national and international levels. Prior to joining Mercer Capital, Karolina was a Senior Auditor at EY (Ernst & Young) in their Audit and Assurance Services practice.As a member of Mercer Capital’s Litigation Group, she...

    Read more about Karolina Calhoun here
  • Jerry Parrish

    Chief Economist and Director of ResearchFlorida Chamber FoundationDr. Jerry D. Parrish is the Chief Economist and the Director of Research for the Florida Chamber Foundation and is responsible for conducting in-depth analyses on the Florida economy and identify solutions to help secure Florida’s future.Dr. Parrish previously was the Chief Economist and Director of the Center for Competitive...

    Read more about Jerry Parrish here
  • Richard West

    • Presenter • West Family Law Group, P.L.•• Richard is currently involved in drafting Florida legislation to apply enterprise and personal goodwill in marital dissolution cases.• Board Certified Specialist Marital and Family Law Florida Bar Association• Ranked in 2020 U.S. News & World Report and Orlando Best Lawyers• After litigating financially complex and...

    Read more about Richard West here
  • Stacy Collins, CPA/ABV, CFF

    Stacy Collins is the Managing Director of Financial Research Associates. Ms. Collins graduated from Drexel University with a concentration in Accounting and Finance. She has been in the accounting profession since 1989 and has specialized in business valuation and related issues since 1993. She is a frequent speaker and author on business valuation, forensic accounting and related issues. Her...

    Read more about Stacy Collins here
  • Bob Lewis

    Bob Lewis is the President of The Visionary Group. Visionary is a team of professionals 100% dedicated to CPA firm growth. Bob acts as the Chief Growth Officer for CPA firms, provides custom merger and acquisition searches to acquire, combine or sell firms, and helps with succession development. He and his team help firms realign their vision, execute their growth plan, and create a sales culture...

    Read more about Bob Lewis here
  • Grace Robson, Esq.

    Grace Robson is an expert in bankruptcy law. She is a Board-Certified Bankruptcy attorney with over 20 years of experience representing corporate debtors, trade and institutional creditors, trustees, receivers, and creditors’ committees. She focuses her practice on corporate reorganization and bankruptcy, debtor-creditor relations, and bankruptcy litigation. Grace has been involved in all facets...

    Read more about Grace Robson here
  • Fernanda Pedroso, Esq.

    Fernanda Pedroso is an attorney at EHB Family & Collaborative Law, having joined the firm in May 2015. Mrs. Pedroso practices exclusively in the area of Family and Collaborative law. Her experience and approach to family law matters provides clients with efficient and effective resolutions that promote the best interest of her clients and their children. She believes families are better served...

    Read more about Fernanda Pedroso here
  • Tammy Berman

    Read more about Tammy Berman here
  • Vanessa Cristina Varona

    Vanessa Varona is a Senior Manager in Ernst & Young’s Forensic & Integrity Services practice. She has experience in providing forensic investigative services, Foreign Corrupt Practices Act, risk compliance assessments, and dispute related services. She has worked on engagements in the United States, Caribbean, the Middle East, Asia Pacific and Latin America. Vanessa has liaised with relevant...

    Read more about Vanessa Cristina Varona here
  • Bruce Parisi, MBA, ASA, BR

    • Presenter• Vulcan Advisory Services, LLC• Private Placement Asset Manager and Business Appraiser with BMO Harris Bank (1999-2017)• Bruce is a consultant to persons requiring expertise in small business start-up, business appraisal, finance, fiduciary related matters, and private investment analysis. Bruce has been professionally involved in finance for more than 30 years and has a Masters of...

    Read more about Bruce Parisi here
  • Jeff Stamm

    Jeff is a Director in the Transaction Services practice and leads the Financial Due Diligence group for Daszkal Bolton. He specializes in producing Quality of Earnings reports in support of buy and sell-side M&A transactions and other capital raising activity. Prior to joining the firm, Jeff worked as a Senior Manager in the Deals Advisory practice of PricewaterhouseCoopers LLP in their Chicago...

    Read more about Jeff Stamm here
  • Gail McQuilkin

    Gail McQuilkin?is a partner of Kozyak Tropin & Throckmorton in the complex litigation department. ?Her litigation practice encompasses fraud and Ponzi scheme cases, intellectual property (patent, trademark, copyright and trade secret litigation), Internet technology litigation, executive compensation and employment law disputes, sports and entertainment law, construction litigation, class actions...

    Read more about Gail McQuilkin here
  • Edward Steven Sachs, ABV,CPA

    Read more about Edward Steven Sachs here
  • Harold Martin Jr

    Read more about Harold Martin Jr here

Major Topics:

  • Business Valuation
  • Litigation Services
  • Forensic Accounting
  • Family Law
  • Case Law
  • Law Regulations
  • Impact of COVID-19
  • Court/Testifying issues
  • Working capital/cash flow
  • Boot Camp