Sheri Fiske Schultz, CPA, ABV, CFF
About The Instructor
Director of the Valuation Services Department
Fiske & Company
Sheri 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).
Since joining Fiske & Company in 1990 as Director of the Valuation Services Department, Sheri has provided business valuation services and counsel to manufacturers, wholesalers, retailers, medical practices, restaurants, service entities, and public companies. A frequent speaker on topics such as business valuation, tax planning and estate planning, she also has broad-based tax experience in business mergers and acquisitions, reorganizations, estate issues and tax compliance.
Sheri's certifications and professional background enable her to provide expert advice and counsel to outside CPAs as well as lawyers representing clients in business litigation where business valuation is involved. Her practice focus is in business damages claims, fraud, and business transitions of all kinds including family succession. Sheri has provided expert witness testimony and consulting services in complex estate and accounting matters.
As Chair of the Business Valuation/Litigation Committee for the FICPA, Sheri helped to develop the Valuation and Litigation Section for the State of Florida; she recently stepped down from the Board of Governors for the FICPA where she served for 6 years. Her position on the National Business Valuation Committee for the AICPA has been instrumental in the advancement of the business valuation discipline. Sheri currently serves on the AICPA's ABV Credential Committee and as the Chair of the AICPA's Champion Task Force.
Sheri assisted in writing and gaining approval for the AICPA Statement on Standards for Valuation Services No.1, Valuation of a Business, Business Ownership Interest, Security or Intangible Asset, which became effective January 1, 2008. All CPA's must comply with these standards when writing business valuation reports.
Sheri's recent awards include being named a "Key Partner" in Accounting by the South Florida Business Journal in 2012, a "Woman Extraordinaire" by Business Leader Magazine, and a "Top CPA in Litigation Support" by the South Florida Legal Guide. Professional articles she has authored have been published in the South Florida Business Journal, the Daily Business Review, the South Florida Legal Guide, and the Broward Barrister. Sheri spends a great deal of time assisting charitable organizations and has been a Board of Trustee member of Jewish Federation of Broward County for many years and is past Chair of their Professional Advisory Committee.
Bachelor of Science, Accounting, University of Florida (1984)
Master of Science, Taxation, University of Florida (1985)
American Institute of Certified Public Accountants (AICPA)
– Chair, Champion Task Force
– Member of ABV Credential Committee
– Member of Business Valuation Committee, 2001-2004
– Member of AICPA Business Valuation Conference Committee, 2001 and 2003
Florida Institute of Certified Public Accountants (FICPA)
– Board of Governors, 2006-2012
– Chair of FICPA Business Valuation/Litigation Section 2004-2005
– Chair of Business Valuation/Litigation Conference
– President, Gold Coast Chapter, 1999-2000
– Member of Woman's Executive Leadership Group
Fort Lauderdale Estate Tax Council, Board of Directors
Jewish Federation of Broward County, Board of Trustees
– Allocation & Budget Committee
Israeli Bond Leadership Group, Cabinet Member