Live Meetings:
This group was formed with the vision that there would be 2-3 live meetings per year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers. Due to limited seating and the nature of a networking group, it is important that you make a commitment to attend each meeting.
Virtual Meetings:
In instances where the virtual meeting format is utilized, the meetings will last for a duration of 2 hours. They will be WebEx platform based. The audio portion of the session will be accessed by using a VoIP system built-in to WebEx. To listen and speak comfortably, you will need a headset and headset microphone that connect to your computer as you will not have the option to dial in to the audio over a telephone line. Such headsets can be purchased inexpensively at an office supply or electronics store. Although an analog headset that connects to your sound card would be acceptable, a better investment for a new purchase, that would use newer technology and provide better sound quality, would be a USB headset that is labeled as designed for VoIP use and that has been Certified for Vista, even if you are not using Vista.
Upcoming Virtual Meeting Information
Date: January 29, 2010, 2:30 – 4:30 pm Eastern
Meeting Overview & Policies:
• Purpose of the Networking Group: This group has been formed to provide AICPA FVS Section members within the valuation services community the opportunity to discuss best practices and lessons learned with other industry professionals. The content and location for future meetings will be determined by the group itself.
• Costs of the meeting: The registration fees and additional costs of each meetings are determined by the speaker the group decides to hire and the location the meeting will be held. There is no profit generated by the AICPA in supporting these groups; these efforts are being made strictly to support our membership.
• CPE: The meetings will qualify for CPE. The amount of CPE is determined by the combination of the nature of agenda and the duration of the meeting.
• Cancellation: Any registrants that cancel or withdraw from the meeting for any reason within ten (10) business days of the meeting date will receive a 50% refund on the registration cost and 100% refund on the cost of the group dinner. Any registrants that cancel or withdraw from the meeting within 3 business days will only be refunded the cost of the group dinner, if applicable.
• Harassment: All forms of harassment, sexual or otherwise, are deemed inappropriate behavior for the meetings. Professional behavior and mutual respect is expected from all participants, and anyone deemed acting otherwise will be asked to leave immediately. The meeting chair and staff liaison ultimately will make these decisions and will pursue the appropriate course of action.
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Presenter:
Kevin R. Yeanoplos, CPA/ABV/CFF, ASA
Mr. Yeanoplos is the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C., a firm with offices in Seattle, Washington, and Tucson, Arizona that specializes in the areas of business valuation, financial analysis and litigation support. Mr. Yeanoplos has extensive experience, having valued over 1,000 businesses for a variety of purposes, including divorce and other litigation, financial reporting, gift and estate taxes, mergers and acquisitions, and ESOP’s.
Mr. Yeanoplos is currently serving as a Commissioner on the AICPA’s National Accreditation Commission, a senior level executive committee. He is immediate past Chair of the AICPA’s ABV Credential Committee and a former member of the AICPA’s Virtual Grassroots Panel. He was named the AICPA’s Business Valuation Volunteer of the Year in 2006. He served as a member of the AICPA’s Consulting Services Business Valuation Committee and Chaired the AICPA’s 2000 Annual Business Valuation Conference. He is currently a member of the Editorial Advisory Board for the AICPA’s Journal of Accountancy.
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Registration fee
Click here to access the registration form
For the virtual networking group session, there is a registration fee of $75 with a registration deadline of Thursday, January 28th.
Agenda
The focus of the virtual session will center around effective practice management utilized by each attendee. The theme of the discussion is “The Impact of 2009: Operating a BV Practice in today’s Economy” covering 5 critical areas: billing, staffing, company revenue, diversification, and collections. Participants will share ways of dealing with critical challenges in your firm by identifying lessons learned and best practices within the business valuation industry.
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Chairs of the BV Networking Group initiative
Marie Ebersbacher, CPA,ABV, CFE – Shareholder of Mayer Hoffman McCann P.C.
Ms. Ebersbacher is a Shareholder specializing in forensic accounting,
including litigation and valuation services. Ms. Ebersbacher has performed analyses in hundreds of engagements involving fraud investigation, breach of contract, shareholder and partnership disputes, account tracings, contract analysis, economic damages, business valuation, and high net-worth marital estate dissolutions. Ms. Ebersbacher has also assisted buyers and sellers in actual transactions involving business transfers. Ms. Ebersbacher has been appointed as an expert and testified in Los Angeles and Kern County Superior Courts on fraud, family law, business valuation, and forensic accounting issues.
A graduate of the University of Southern California, Ms. Ebersbacher is an active member of the following organizations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants, and the State Fraud, Family Law, Business Valuation, and Economic Damages Operating Committees CSCPA.
Joseph Leauanae, CPA, ABV, CITP, CFE, ASA – Anthem Forensics
Joseph L. Leauanae has over 11 years of professional experience in the areas of litigation support and financial valuation. His engagements in these areas have involved valuing businesses, applying forensic or investigative accounting techniques, and quantifying economic damages. Mr. Leauanae's forensic accounting experience includes the investigation and/or reconstruction of accounting records in cases relating to intellectual property, contract disputes, embezzlement, fraud detection and documentation, shareholder disputes, theft, marital dissolution, wrongful termination/death, personal injury, and business interruption. In certain cases he has performed investigative computer analyses to recover pertinent data. Mr. Leauanae has significant experience in valuing businesses, intellectual property, and debt instruments in a number of diverse industries. In conjunction with these engagements, he has also performed feasibility analyses, quantified market capacity, and evaluated competitive intelligence.
A graduate of the University of Utah, Mr. Leauanae is an active member of the following organizations: American Institute of Certified Public Accountants, Nevada Society of CPAs, and the Utah Association of CPAs.
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Testimonials
“I’m very interested in being part of the BV networking group. I am a member of the first AICPA peer group for small firms that has been meeting since 2002. This has been an important part of our firms success for the past several years.”
Jim Marty, CPA/ABV/CFF, MS
Valuation Strategies, Ltd.
Boulder, CO
AICPA member since 1983
Hear from PCPS (Private Company Practice Section) Large Firm Networking Group members regarding the benefits of their experience as AICPA Networking group members. See video
Contact Information
If you have additional questions feel free to contact us at bvnetwork@aicpa.org.
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