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 Podcast, Travis Harms and Hubert Klein discuss these questions and more, including trailing versus forward-looking multiples and public versus private volatility. The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

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 objectives and helped record a 7-part podcast series on diversity in the profession. Looking forward, the Committee is evaluating opportunities to improve educational offerings and expand the ABV credential globally. Listen to this message from committee members Bethany Hearn (chair) and Austin Lee.

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Karolina Calhoun, CPA/ABV/CFF & Hubert Klein, CPA/ABV/CFF 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, Karolina Calhoun and Hubert Klein discuss the importance of valuation dates in a litigation context and how the COVID-19 pandemic has impacted the importance of valuation dates.

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Guests: Karolina Calhoun, CPA/ABV/CFF & Hubert Klein, CPA/ABV/CFFCategory: Professional developmentThe 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, Karolina Calhoun and Hubert Klein discuss the importance of valuation dates in a litigation context and how the COVID-19 pandemic has impacted the importance of valuation dates.The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on Pod-o-matic! And leave us a review so we can continue bringing valuable and relevant content to you.

Guests: Karolina Calhoun, CPA/ABV/CFF & Hubert Klein, CPA/ABV/CFFCategory: Professional developmentThe 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, Karolina Calhoun and Hubert Klein discuss the importance of valuation dates in a litigation context and how the COVID-19 pandemic has impacted the importance of valuation dates.The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on Pod-o-matic! And leave us a review so we can continue bringing valuable and relevant content to you.

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 specializations. As discussed in our last episode, a pathway towards a more inclusive workforce requires efforts by institutions to attract, retain, and advance talent as it comes through the pipeline. Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. So, what does success look like? What are some examples of how the tools and resources discussed in previous episodes have manifested in firm success. Bethany Hearn, Rumbi Petrozzello and Kirstine Connors provide examples from their personal experience of what successful diversity and inclusion looks like in forensic and valuation services.

In this episode, they discuss:

• Why the specializations and credentials are important
• Career advancement for women

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

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 last episode, a pathway towards a more inclusive workforce requires efforts by institutions to attract, retain, and advance talent as it comes through the pipeline. Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. So, what does success look like? What are some examples of how the tools and resources discussed in previous episodes have manifested in firm success. Bethany Hearn, Rumbi Petrozzello and Kirstine Connors provide examples from their personal experience of what successful diversity and inclusion looks like in forensic and valuation services.

In this episode, they discuss:

• Career paths for women in the accounting profession
• The importance of flexibility and work life balance
• The partner track for women in accounting
• Sponsorship, Mentoring and Coaching

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

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 the specializations, with a focus on recruitment and retention. But what can institutions do to attract, retain and advance talent as it comes through the pipeline? Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. Bradley Preber, Rumbi Petrozzello and Kirstine Connors discuss ways to attract, retain and advance diversity and inclusion in the CFF and ABV specializations.

In this episode, they discuss:

• CEO Action for Diversity and Inclusion Pledge
• Unconscious Bias Training
• Attraction, Retention and Advancement
• Women’s Sponsorship and Mentorship Program
• Selecting Mentors/Sponsors
• How to Expand the Program to other groups

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

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 the specializations, with a focus on recruitment and retention. But what can institutions do to attract, retain and advance talent as it comes through the pipeline? Resources and programs such as unconscious bias training, mentorship/sponsorship programs and business resource groups can be used to help raise awareness, make connections and create a more diverse and inclusive environment. Bradley Preber, Rumbi Petrozzello and Kirstine Connors discuss ways to attract, retain and advance diversity and inclusion in the CFF and ABV specializations.

In this episode, they discuss:

• CEO Action for Diversity and Inclusion Pledge
• Unconscious Bias Training
• Attraction, Retention and Advancement
• Women’s Sponsorship and Mentorship Program
• Selecting Mentors/Sponsors
• How to Expand the Program to other groups

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.

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 the pipeline? How do we attract, retain and advance talent? High school programs need to build the pipeline, not only to the CPA, but also to the specializations, including CFFs and ABVs. University outreach programs need to build awareness of forensic and valuation career paths. CFF and ABV champions and mentor programs also help raise awareness and make connections. But what can these institutions and programs do to further diversity and inclusion? Kelly Richmond Pope, Rumbi Petrozzello and Kirstine Connors discuss building a diverse pipeline to the FVS and ABV specializations.

In this episode, they discuss:

• Kelly’s career journey to forensic accounting and her current projects and methods as a forensic accounting professor
• Diversity and Inclusion Outreach Efforts to Students
• Are organizations doing enough?
• The power that media has on the profession
• CPAs of color in families as an entry point
• How has Kelly’s multi-media approach to learning inspired students
• Why did Kelly choose to get her CPA and FVS specialization?

The episode is brought to you by the AICPA’s Forensic and Valuation Services Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing forensics, valuation, fraud, fair value and damages and by the CFF Credential and ABV Credential programs which allow AICPA members to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/fvs to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast channel! And leave us a review so we can continue bringing valuable and relevant content to you.