About the Group	Upcoming Meeting Information	Other Information
Meeting Overview and Policies   Learn about the Chairs	Hotel and Meeting Location    Presenters   Agenda   Registration	Contact information   Testimonials about the benefits of a Networking Group

Upcoming Meeting Information

Date: January 28-29, 2010

Location: Mandalay Bay Resort & Casino, 3950 Las Vegas Blvd, Las Vegas, NV 89119 Learn More>> 

Meeting Overview & Policies:

•         Purpose of the Networking Group: This group has been formed to provide AICPA 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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Presenters:

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.

STEPHEN JAMES WAGNER, J.D.

DICK & WAGNER

Mr. Wagner specializes in complex family law matters since 1980, including fiduciary duty, business valuation, tracing and characterization issues. He provides consultation services to other family law attorneys and forensic accountants relating to complex family law matters. These services range from providing a second opinion to associating as counsel of record. He has presented at more than 200 Family Law Continuing Education courses since 1980 and is the co-founder of “How To...”™ Continuing Education and the founder of Wagner on Family Law.  He has previously served in various capacities such as a member of the Executive Committee of the Family Law Section of the Sacramento County Bar Association, Member of the Governor's Child Support Court Task Force, Member of the Family Law Executive Committee of the State Bar of California, Member of the Family Law Advisory Committee to the California Board of Legal Specialization of the State Bar of California, and Member of the Property Division Standing Committee of the Family Law Section of the State Bar of California.  Additionally, he is the co-Author of a 10-volume series of books entitled “Complex Issues in California Family Law”. 

MARK S. LUTTRELL, CPA/ABV

 Mr. Luttrell is a Shareholder in the accounting firm Mayer Hoffman McCann P.C., the 8th largest accounting firm in the United States, according to Accounting Today. He manages the firm’s Southern California offices, which employ approximately 200 individuals. His primary practice areas are litigation and valuation consulting. He has been engaged in hundreds of situations involving business valuation, forensic accounting, economic damages, shareholder disputes and family law matters. He has testified in Federal Court and various Superior Courts in California and Arizona. He frequently speaks at state, regional and national conferences and has authored several articles pertaining to business valuation and litigation issues.  He has served and currently serves in many roles on numerous committees, including but not limited to, the AICPA Council, California State Society’s Board of Directors and Council, and previously on the AICPA’s Accredited in Business Valuation Credential Committee and California’s State Society’s Litigation Section’s Steering Committee.

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Registration fee

Click here to access the registration form

The registration fee of $500 includes attendance for the meeting and a group dinner that will take place on the first evening of the meeting.  Transportation, hotel accommodations, and incidentals are not included in this fee.   

Registration for the January 2010 meeting ends on December 23, 2009.

Agenda

The agenda for the meetings include discussions on effective practice management for ways of dealing with critical challenges in your firm by identifying lessons learned and best practices within the business valuation industry and a valuation related technical discussion.  The agenda is normally 1.5 days with a full day on the first day and just over a half day on the second day (running to approximately 2 pm). 

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

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