The FVS Valuation Podcast

This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, "Value and Data" takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy   The influence of artificial intelligence on valuation practices  Please share your thoughts about the e...

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help  Keep our capital markets functioning as intended Protect our national security by preventing or disrupting illicit finance. This episode is a discussion surrounding the Summer 2023, Issue 3 of the FVS Eye on...

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape.  The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift taxation such as the toolkit landing page, practice...

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including: Basics that investigators need to be aware of before conducting investigations How  OSINT works with digital forensics What You might be giving away if you are not careful about how you condu...

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court relied on a minority interest sale price rather th...

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents.   Conflict between federal and state laws and regulations FVS practitioner engagement opportunities N...

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes.  This includes an independent accountant/arbitrator, independent expert, or consulting expert.  From the impact of shifting interest rates to the looming wave of baby boomer exits, learn about the ways forensic account...

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt.  This is the first of a series of insights we will shar...

We discuss with Rumbi Petrozzello, the lead author of the winter 2023 issue of Eye on Fraud, a quarterly publication created by the FLS Fraud Task Force:   What is ransomware? What are the key techniques used to attach IT networks What should forensic accountants do, both professionally and personally, before and after an attack? The FVS podcast will be featuring an episode on each Eye of Fraud pu...

This is not the GAGAS you learned in college!  Today Elizabeth is joined by veteran investigators and close colleagues, Amy, and David, who share their first-hand experiences assisting with government agency investigations.  You will not be reminded what GAGAS stands for but will get practical insights concerning hiring and firing including current trends in enforcement actions.   Host: Elizabeth...

Financial experts provide opinions on whether a business has suffered loss of profits (temporary damage) or loss of value (permanent harm) from an alleged action. What steps can financial experts take to assist counsel and their client What standards should professionals follow Our guest shares with Josh how the process of understanding the initial allegations or claims has helped him in a variety...

This year's FVS Conference will feature the Litigation Talk Series , an innovative way to bring colleagues together for peer-to-peer exchange of information. Rising-star pod squad host, Frank Previti, discusses the aspects of the "Talk Series" that make it unique, such as:  An emphasis on learning by communicating with each other The biggest ROI:  being at the conference in person and making conne...

Join FVS podcast showrunner, Alicia Ross, Sr. Manager, AICPA FVS team, as she asks Penny Zenker, the Focusologist, to give us a peek into her strategy for improving employee engagement and retention: the Reset Moment.  A Reset Moment is a tool that can help you to better engage with employees and create a nurturing workplace culture.  Penny will be the featured keynote at the 2023 FVS Conference,...

HOSTS. Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Frank Previti, CPA/CFF, CFE, DiSanto, Priest & Co. GUESTS. Travis Armstrong, CPA/CFF, CFE, Partner - Forensic Accounting and Litigation Services, Hemming Morse LLP Lisa Cribben, CPA/ABV, ASA, CMA, Partner, Valuation and Transaction Services, Hawkins Ash CPAs The FVS podsquad are joined by the Chairs of the 2023 FVS Conference for...

Host :   Jenny Allen, CPA/ABV/CFF, Anthem Forensics Guest:   Jared Tonks, CPA/ABV/CFF, CBIZ Forensic and Financial Services practice Jenny and Jared had too much fun discussing their shared passion for forensic accounting and business valuation.   They both are CPA/ABV/CFF credential holders and share their thoughts on:   The challenges that arise when incorporating forensic accounting services in...

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 nation...

Host :   Nene Gianfala, CPA/ABV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:   Alex Aronsohn, FRICS, Director of Technical Standards - Tangible Assets, International Valuation Standards Council (IVSC) Join us for another podcast that highlights the importance of ESG and its potential impact on business valuations. Our guest for this segment is Alex Aronsohn, who is with the IVSC. During this podca...

Hosts :   Josh Shilts, CPA/ABV/CFF/CGMA, ASA, CFE. Shilts CPA, PLLC Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:   Jennifer L. Anderson, JD, Baker Donelson Jennifer Anderson joins Nene and Josh to discuss the Federal Trade Commissions' ("FTC") proposed rule to ban Non-Compete Agreements.   What's at stake is employers' ability to impose noncompete agreements on their w...

Host :   Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest:   Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC We welcome Mike Blake again to join Josh Shilts and discuss the current recruiting and retention landscape.   Mike provides provoking thoughts on how to help you manage and navigate your FVS firm by addressing historical processes along with h...

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'...

Host :   Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number...

Host :   Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guests Antonella Puca, CPA/ABV, CFA, Partner – BlueVal Jay Baris, JD, SIDLEY AUSTIN LLP David Konop, MBA, ABV, Principal, KPMG, LLP Cryptocurrencies are often volatile, typically trade around the clock, contain different rights and privileges, and therefore present special challenges in valuation. Additionally, the number...

Host :   Nene Gianfala, CPA/ABV/CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:   John Borrowman, CPC, President, Borrowman Baker LLC Join Nene and recruiter, John Borrowman, as they chat about the unique challenges for recruiting in the business valuation industry including the: ·        Perfect Storm in the industry – what does it mean? ·        Outmigration – the Silver Tsunami ·        Curio...

Host :   Nene Gianfala, CPA/ABV, CEIV, ASA-BV/IA, Chaffe & Associates, Inc. Guest:   Randy Priem, Belgian Financial Services and Markets Authority (FSMA), Finance Professor @ University of Antwerp + UBI Business School   Randy Priem is an expert on market infrastructures and financial benchmarks at the Belgian Financial Services and Markets Authority (FSMA). In his white paper (link below) he anal...

Host :   Josh Shilts CPA/ABV/CFF/CGMA, ASA, CFE – President, Shilts CPA PLLC Guest(s):   Mike Blake ASA, ABAR, CFA – Managing Partner, Brady Ware Arpeggio, LLC Mr. Blake is best described as a "risk sherpa".   During this interview, Josh and Mike discuss the visualization of risk and the following concepts: Gaining an understanding of business risk outside of financial analysis Tools and technique...