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Welcome to the AICPA Forensic and Valuation Services (FVS) podcast. Subscribe to receive unlimited access to free podcasts on technical guidance, resources, and events as well as valuable insights and updates on professional issues from nationally recognized forensic and valuation experts. Visit us online at www.aicpa.org/fvs to gain access to valuable member-only benefits.
 
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show series
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Ethan Rouen, Ph.D Ethan Rouen, assistant professor of business administration at Harvard Business School, teaches the course “Reimagining Capitalism”. Josh came across Professor Rouen’s work while doing his own research on the valuation of human capital. Join the conversation between Josh and Ethan to learn mor…
 
Guest(s): Sugi Hadiwijaya, CR3 Partners, LLC; Dalton Potts, NRD Capital Short podcast structured as conversation on topics of due diligence in restaurant space. Topics discussed include: Reasons/purposes/goals of restaurant acquisitions How to analyze restaurant P&L during due diligence How to understand operational aspects of due diligence Other m…
 
Host: Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton’s Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA. Josh, who is an immediate past committee member, lead…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Matthew Shaffer, Ph.D Matthew Shaffer, an assistant professor at USC Marshall School of Business, feels accounting is the fundamental measurement for how companies perform and emphasizes the use of accounting fundamentals to determine valuation methods. His December 2021 article "Why Value the Enterprise enrout…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Jay Fishman Jay Fishman is a ground-breaking figure in the business valuation profession. Jay started Financial Research Associates 41 years ago. So, what was going on in the BV world 42 years ago?! Jay’s path in valuation began Manufacturers Appraisal Company, and with a Ph.D. student’s background in research,…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Mark Dietrich, CPA/ABV Josh Shilts, CPA/ABV/CFF/CGMA sits down for a second time with Mark Dietrich, CPA/ABV, to further explore the complexities of healthcare valuation including: Data sources such as the Goodwill Registry Using principles not just rules when performing valuations Private equity transactions a…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Ken Pia, CPA/ABV Josh and guest, Ken Pia, who leads the national matrimonial practice for Marcum LLP will share where the practice is at the beginning of the 3rd year of the pandemic. The podcast will also discuss some important issues to consider such as: Managing quality and credibility in an increasingly com…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Dennis Webb Valuation often takes many forms and when a practitioner encounters an engagement that require different skill sets or retain the appropriate subject matter experts. This is commonly encountered when a business owns real estate that can often be worth more than the business. On this podcast Josh and…
 
Guests: Victor Padilla, MBA, CFE, Weaver Christopher Meadors, CPA, CFF, JD, Delta Consulting Group Sasha Gartman, CFE, CAMS, Weaver Our presenters will provide an overview of the Foreign Corrupt Practices Act (FCPA) and the potential effects that the recent COVID-19 pandemic could have on FCPA enforcement trends. The presenters will discuss example…
 
Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC Vincent Walden, CPA CFE, Alvarez & Marsal Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners. These experienced f…
 
Guest(s): Lynda H. Schwartz CPA CFF CFE CGMA, Lynda Schwartz LLC Vincent Walden, CPA CFE, Alvarez & Marsal Doug Aguilera, CPA CFF CFE CGMA, Aguilera & Associates In this informative two-part podcast series, we discuss a Data Analysis topic from Understanding the Forensic Technology Landscape: A reference guide for practitioners. These experienced f…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Roger Grabowski Josh and guest Roger Grabowski discuss: An in-depth history of the evolution discounted cash flow analysis How to deconstruct and evaluate a company’s historical growth The importance of learning about the company and its management The podcast will also discuss some important issues to consider…
 
Guests: Angela Murdo, CPA, CFE A lack of internal controls can be disastrous to any business. Companies need to ensure sound risk management is in place, no matter their size. Internal controls can be the key to preventing and detecting fraud. This podcast will address financial and operational risks and provide you with the guidance to help preven…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Mark Dietrich, CPA/ABV Healthcare valuation requires an in-depth knowledge of specialized machinery, complicated coding and billing protocols as well as a highly regulated environment. Professionals who provide valuation services in this area also need to be understand how to identify and value intangible asset…
 
Guest: Josh Shilts, CPA/ABV/CFF/CGMA Mark Zyla, CPA/ABV The valuation profession requires a broad understanding of valuation principles, standards, and up and coming trends within the industry. In this podcast, several of the key considerations that go into a valuation will be covered. Josh and guest Mark Zyla discuss: ESG and impact on valuations …
 
Guests: Doug Aguilera, CPA/CFF, CGMA, CFE Derek Duarte, Senior Vice President, UnitedLex Kyle Kelly, Senior Technical Program Manager – eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape. We discuss ways to…
 
Guests: Doug Aguilera, CPA/CFF, CGMA, CFE Derek Duarte, Senior Vice President, UnitedLex Kyle Kelly, Senior Technical Program Manager – eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape. We discuss ways to…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Bradford Cornell, PhD The concept of terminal value is one that is used throughout business valuation. Josh and guest Bradford Cornell discuss: A brief history of the terminal value The challenges of using steady growth models How to use long-term growth models The podcast will also discuss some important issue…
 
Guest(s): Doug Aguilera, CPA/CFF, CGMA, CFE Randy Wolverton, CPA Anna Maria Cicirello, CA, CPA, CBV, CPA/CFF/ABV, CGMA Phishing is a cybercrime that relies on social engineering tactics to trick users into making security mistakes or give away sensitive information. This two-part podcast takes a deeper dive into the FVS Eye on Fraud quarterly repor…
 
Guest(s): Doug Aguilera, CPA/CFF, CGMA, CFE Randy Wolverton, CPA Anna Maria Cicirello, CA, CPA, CBV, CPA/CFF/ABV, CGMA Phishing is a cybercrime that relies on social engineering tactics to trick users into making security mistakes or give away sensitive information. This two-part podcast takes a deeper dive into the FVS Eye on Fraud quarterly repor…
 
Guests: Vera Moll, KPMG Netherlands Mike Broekhof, KPMG NetherlandS Anna Maria Cicirello, KPMG Canada With the growing trend and market demand for organizations to be more transparent with respect to the sustainability practices and their acknowledgement of social responsibility policies, there has been enhanced focus on ESG (environmental and soci…
 
Guests: Vera Moll, KPMG Netherlands Mike Broekhof, KPMG Netherlands Anna Maria Cicirello, KPMG Canada With the growing trend and market demand for organizations to be more transparent with respect to the sustainability practices and their acknowledgement of social responsibility policies, there has been enhanced focus on ESG (environmental and soci…
 
Guests: Sugi Hadiwijaya and Vin Batra This podcast will discuss the value creation for private companies in respect to two factors: EBITA/cash flow and capital structure. Topics include: Understanding the concept of key growth and performance improvement drivers and valuation Strategies to maximize value Establishing a value creation framework as a…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Richard Claywell, CPA Company specific risk premium is the metric that captures unique risk to a business and is comprised of external and internal factors. Understanding how to identify and document these components is critical to providing valuations that are thoroughly supportable and defensible. Josh an…
 
Guests: Josh McDougall and Anna Maria Cicirello, CA,CPA/CFF/ABV,CBV With the emergence and popularity of cryptocurrency, there now exists a new avenue to hide assets during contentious proceedings. In this podcast we will discuss: Indicators that a person or entity holds crypto assets Gaining access to crypto records Recommendations for forensic pr…
 
Guests: Josh McDougall and Anna Maria Cicirello, CA,CPA/CFF/ABV,CBV With new technologies come new opportunities for bad actors to exploit advantageous conditions that may increase the fraud landscape. In this podcast we explore: What blockchain and cryptocurrencies are The risks and benefits of blockchain technology Ways to mitigate against fraud …
 
Guests: Craig Jacobson, MBA and Jevon Thomas, CPA, CFE, CAMS This podcast will engage the audience in detailed discussion on specific Solvency Opinions topics as a continuation from the Solvency Evaluation in Fraudulent Transfer Actions webcast. Topics for discussion: Understand differences between Valuation and Solvency Opinions Discuss recent COV…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Ken Rugeti, CPA, ABV, CFF Reasonable Certainty is a legal definition that sets the standard by which courts hold estimates of damages claimed in a lawsuit. When a party in a legal action claims damages, experts are retained to provide a damages analysis that will be scrutinized under this threshold. Josh and gu…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Melissa Davis, CPA The impact of the COVID pandemic on businesses and bankruptcy did not play out as many had anticipated. The support from the government through the CARES act and PPP loans appears to be helping individuals and businesses stay out of bankruptcy, but there is uncertainty around how long thi…
 
Guest(s): Michael Tran Duff, Assistant Vice President, Chief Information Security Officer (CISO) and Chief Privacy Officer (CPO), Stanford University Doug Aguilera, CPA, CFF, CGMA, CFE Cybersecurity threats are one of the biggest risks to an organization with little to no margin for weaknesses. We discuss the types of cybersecurity threats, respons…
 
Guest(s): Michael Tran Duff, Assistant Vice President, Chief Information Security Officer (CISO) and Chief Privacy Officer (CPO), Stanford University Doug Aguilera, CPA, CFF, CGMA, CFE Cybersecurity threats are one of the biggest risks to an organization with little to no margin for weaknesses. We discuss the types of cybersecurity threats, respons…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Richard Pollack, CPA, ABV, CFF, PFS, CGMA In 1993 the U.S. Supreme Court made it ruling in the case Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993). This case established the Daubert standard and provides criteria by which the trial judge may make a preliminary assessment of the admissibil…
 
Guests: Asif Charania, CPA/ABV/CFF; Josh Shilts, CPA/ABV/CFF/CGMA The podcast discusses how ‘small firm’ valuation practices presents both challenges and opportunities for valuation professionals. Hear about the diverse professional opportunities and broad spectrum of clients the small firm environment can offer. Josh and Asif talk about: The great…
 
Guests: Dean Driskell, CPA/ABV/CFF and Josh Shilts, CPA/ABV/CFF/CGMA The podcast discusses the many paths available to accounting and finance majors who want to pursue a career in forensics and valuation services. Hear about the real-world experiences that helped shape the careers of Josh and Dean, and how accounting and finance disciplines complem…
 
Guests: Heather Tullar, CPA/ABV, ASA and Josh Shilts, CPA/ABV/CFF, CGMA, CFE The podcast discusses some of the issues surrounding the valuation of Prince’s estate and the complexities that arise when working on a multi-faceted engagement with a wide spectrum of hard to value or highly specialized assets. Topics addressed include: Valuation of intan…
 
Guest: Holly Sharp, CPA, CFF, CFE Personal Injury Economic Loss Calculations When do you consider growth rates in personal injury economic loss calculations? Lost Earnings Lost Fringe Benefits Lost Household Services Future Medical Costs What sources do you consult to establish growth rates? How do you model growth rates in the economic loss calcul…
 
Guests: Ranjana Ramchandran, Senior Manager, Forensic & Integrity Services, Ernst & Young, LLP and Adam Ozgo, Senior Manager, Forensic & Integrity Services, Ernst & Young, LLP In this podcast, presenters discuss the DOJ guidance on evaluation of corporate compliance programs, which came out in the summer of 2020. While state and local governments w…
 
Guest: Dave Douglass, CFA/FRM/CFE, and Carey Miller, CPA/CFF The COVID-19 pandemic is unprecedented in modern times. As we deal with ongoing litigation as a result of COVID-19, it is important to understand how we should be incorporating the pandemic into our economic damages analyses. In this episode, Dave Douglass discusses the impact of COVID-19…
 
Guests: Sugi Hadiwijaya, Partner, CR3 Partners LLC, and Jermaine Watson, Partner, Bonds Ellis Eppich Schafer Jones The podcast highlights basic aspects on how fraud-related matters are managed in bankruptcy context. The podcast will cover issues such as: automatic stay ability to segregate operating assets from fraud-based liabilities typical outco…
 
Guests: Travis Harms, CPA/ABV/CEIV & Hubert Klein, CPA/ABV/CFF Category: Professional development How do we apply the market approach during the pandemic? Is the market approach useful at this time? What do signals from public markets for large and small cap stocks tell us about our typical private clients? In this episode of the FVS Section Podcas…
 
Guests: Bethany Hearn, CPA/ABV/CFF & Austin Lee, CPA/ABV Category: Professional development The ABV Credential Committee is working on staying connected with members despite the global pandemic and helping them raise the awareness and value of their ABV credential. The Committee added a statement about diversity, equity and inclusion to its objecti…
 
Guests: Karolina Calhoun, CPA/ABV/CFF & Hubert Klein, CPA/ABV/CFF Category: Professional development The valuation date is a point in time at which a business or business interest is being valued. The valuation date can vary based on the type of engagement and by jurisdiction for litigation engagements. In this episode of the FVS Section Podcast, K…
 
Guests: Bethany Hearn, CPA/ABV/CFF, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Category: Practice Management Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. A pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializ…
 
Guests: Bethany Hearn, CPA/ABV/CFF, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. A pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to the specializations. As discussed in our la…
 
Guests: Bradley Preber, CPA/CFF/CGMA, CFE, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to th…
 
Guests: Bradley Preber, CPA/CFF/CGMA, CFE, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires building a pipeline not only to the CPA but also to th…
 
Guests: Kelly Richmond Pope, PhD, CPA, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV Diversity and inclusion are key to future proofing our profession as well as our ABV and CFF specializations. As discussed in our last episode, a pathway towards a more inclusive workforce includes a focus on recruitment and retention. But how do we build …
 
Guests: Howard Silverstone, CPA/CFF, Randy Wolverton, CPA/CFF & Hubert Klein, CPA/ABV/CFF Ponzi schemes began in the 1800s but didn’t find their name until the 1920s. A century later, Ponzi and other financial fraud schemes continue to be prevalent. The COVID-19 pandemic will certainly give rise to new opportunities for fraudsters and scammers to t…
 
Guests: Howard Silverstone, CPA/CFF, Randy Wolverton, CPA/CFF & Hubert Klein, CPA/ABV/CFF Ponzi schemes began in the 1800s but didn’t find their name until the 1920s. A century later, Ponzi and other financial fraud schemes continue to be prevalent. The COVID-19 pandemic will certainly give rise to new opportunities for fraudsters and scammers to t…
 
Guests: Jen Bao, CFA, Kathryn Byrne, CPA/CGMA, Rumbi Petrozzello, CPA/CFF & Kirstine Connors, CPA/ABV In the US, although CPAs are relatively balanced by gender, only 19% of firm partners are women. We see similar trends in the gender gap when it comes to specialized credentials, such as the ABV and CFF. The race gap in the CPA profession, unfortun…
 
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