DATE |
TOPIC |
LOCATION |
February, 2022 |
Valuation Fundamentals, Techniques, and Theories |
NACVA (2-day webinar) |
June, 2020 |
Hardball with the Masters |
NACVA Annual Conference, Philadelphia, PA |
June, 2020 |
Tax Calculations for Business Valuation |
NACVA Annual Conference, Philadelphia, PA |
April, 2020 |
Transitioning to Full-time Litigation |
Around the Valuation World (live broadcast) |
March, 2020 |
Business Ethics and Fraud |
California Lutheran University, Thousand Oaks, CA |
March, 2020 |
Buy-Sell Agreements |
Pocketexperts.solutions; online event |
January, 2020 |
Valuation Fundamentals, Techniques, and Theory |
NACVA, Salt Lake City |
November, 2019 |
Fraud |
CalCPA, Ventura, CA |
October, 2019 |
Valuation Theory, Techniques, and Fundamentals |
NACVA, Salt Lake City |
September, 2019 |
Valuation Techniques and Theories |
NACVA, Atlanta |
September, 2019 |
Income and Asset Approaches to Valuation |
NACVA, Atlanta |
June, 2019 |
Ethics, Morality and the Law |
Leadership Simi Valley, Reagan Library, Simi Valley, CA |
June, 2019 |
Valuation Fundamentals Techniques & Theory |
NACVA, Washington DC |
June, 2019 |
Income & Asset Approaches |
NACVA, Washington DC |
May, 2019 |
Taxation Issues in Forensic Accounting Examinations |
San Fernando Valley Bar Association, Tax Section, Woodland Hills, CA |
December, 2018 |
Weighted Average Cost of Capital |
NACVA “Financial Valuation Super Conference,” Fort Lauderdale, FL |
November, 2018 |
10 Facts that Simplify and Clarify Business Valuation |
Woodland Hills Tax and Estate Planning Council |
October, 2018 |
CVA certification training “Fundamentals, Techniques, and Theory” |
NACVA, Salt Lake City, UT |
August, 2018 |
Business Valuation: Ten Things You Should Know |
Westlake Village, CA – ProVisor’s Westlake Village Lawyers |
August, 2018 |
Five Facts about Fraud: What Every Professional Should Know |
Azusa Pacific University – Citrus Estate Planning Council |
July, 2018 |
Business Valuations: Special Purpose Valuations |
NACVA, Washington, DC |
July, 2018 |
Business Valuations: The Market Approach |
NACVA, Washington, DC |
July, 2018 |
Business Valuations: Applications and Calculations of the Income and Asset Approaches |
NACVA, Washington, DC |
July, 2018 |
Valuation Fundamentals, Techniques, Theory |
NACVA, Washington, DC |
June, 2018 |
Damages and Forensic Accounting |
Santa Clarita Valley Bar Association |
June, 2018 |
Intermediate Valuation Webinar |
NACVA (webinar) |
June, 2018 |
Weighted Average Cost of Capital: Wacky or Required? |
NACVA National Conference, Las Vegas, NV |
June, 2018 |
Making the Break: Litigation Consulting” |
NACVA National Conference, Las Vegas, NV |
June, 2018 |
Hardball with the Masters |
NACVA National Conference, Las Vegas, NV |
June, 2018 |
Prisoner #61727-054: Fraud’s Origin and Consequences |
Leadership Simi Valley, Reagan Library, Simi Valley, CA |
April, 2018 |
10 Things Attorneys Should Know About Business Valuation |
SFVBA Probate Section |
March, 2018 |
Applications to Buy-Sell Agreements and Succession Planning |
Poole & Shaffery, Valencia, CA |
February, 2018 |
Foundation of Financial Forensics – Depositions and Testimony |
NACVA, Webinar |
December, 2017 |
Intermediate Valuation (3 day training program) |
San Diego, CA |
October, 2017 |
Valuation : Market Approach |
NACVA, Salt Lake City, UT |
October, 2017 |
Special Purpose Valuations |
NACVA, Salt Lake City, UT |
October, 2017 |
Valuation for Finance Rookies |
Salt Lake City, UT |
October, 2017 |
Valuation Fundamentals, Techniques, and Theories |
NACVA, Philadelphia, PA |
October, 2017 |
Fraud |
Beach Cowdrey Jenkins, Oxnard, CA |
October, 2017 |
The Forensic Accounting Mindset |
Forensic Accounting Academy, New Orleans, LA |
October, 2017 |
Intermediate Valuation |
NACVA, Chicago, IL |
October, 2017 |
Behavior Detection |
Forensic Accounting Academy, Chicago, IL |
October, 2017 |
Intermediate and Advanced Forensic Financial Analysis |
Forensic Accounting Academy, Chicago, IL |
June, 2017 |
Prisoner #61727-054: Fraud’s Origin and Consequences |
Reagan Library, Simi Valley |
June, 2017 |
The Impact of Adverse Regulatory Action Valuation and Damages |
NACVA, Chicago, IL |
June, 2017 |
Hardball With the masters |
NACVA, Chicago, IL |
June, 2017 |
Business Valuations: An Introduction with Real-World Applications |
Knapp Petersen & Clarke, Glendale, CA |
June, 2017 |
The Impact of Adverse Regulatory Action Valuation and Damages |
NACVA, Webinar |
May, 2017 |
Income and Asset Approaches |
NACVA, Washington, D.C. |
May, 2017 |
Valuation: Market Approach |
NACVA, Washington, D.C. |
May, 2017 |
Special Purpose Valuations |
NACVA, Washington, D.C. |
May, 2017 |
Prisoner #61727-054 – Fraud’s Origin and Consequences |
Financial Planners Association of Ventura County |
April, 2017 |
Buy-Sell Agreements |
Los Angeles County Bar Association |
April, 2017 |
What Financial Planners Need to Know about Business Valuation |
Financial Planners Association of Los Angeles |
Jan., 2017 |
Fraud Detection and Prevention |
SF Valley Bar Association MCLE Marathon |
Dec., 2016 |
Valuing Earnouts and other Performance Based Contracts |
Las Vegas, NV |
Dec., 2016 |
Trial Preparation: Direct Examination |
Webinar |
Dec., 2016 |
Deposition and Trial Testimony |
Webinar |
Dec., 2016 |
Advanced Business Valuation |
NACVA, Las Vegas, NV |
Nov., 2016 |
Calculating and Explaining Damages |
Chicago, IL |
Nov., 2016 |
Market Approach to Valuation |
Chicago, IL |
Nov., 2016 |
Special Purpose Valuations |
Chicago, IL |
Nov., 2016 |
Income and Asset Approaches to Business Valuation |
NACVA, Chicago, IL |
Nov., 2016 |
Laws, Courts, and Dispute Resolution |
Webinar |
Sept., 2016 |
Valuation Fundamentals, Theory & Techniques – Certification Training |
Washington, DC |
Sept., 2016 |
Valuing Complex Debt and Equity Structures |
Washington, DC |
Aug., 2016 |
Valuation Fundamentals, Theory & Techniques – Certification Training |
San Antonio, TX |
Aug., 2016 |
Prisoner #61727-054 – a Story of Fraud’s Origin and Consequences |
FPA San Gabriel Valley, CA |
July, 2016 |
Explaining Damages to Juries and Others |
CalCPA, Pasadena, CA |
June, 2016 |
Financial Ethics, Morality, and the Law |
Reagan Library, Simi Valley |
June, 2016 |
Explaining Damages to Juries and Others |
NACVA National Conference, San Diego, CA |
June, 2016 |
Valuation Fundamentals, Theory & Techniques |
NACVA, Philadelphia, PA |
May, 2016 |
Standard of Value: The Crucial Element for Accurate Valuations |
AGN International, San Diego, CA |
April, 2016 |
Fraud and Forensic Accounting |
CalCPA, Ventura, CA |
Jan., 2016 |
Valuation Fundamentals, Techniques and Theory |
NACVA, Las Vegas, NV |
Jan., 2016 |
Income and Asset Approaches to Valuation |
NACVA, Las Vegas, NV |
Nov., 2015 |
Valuation Fundamentals, Techniques, and Theory |
NACVA, San Diego, CA |
Nov., 2015 |
Income and Asset Approaches to Valuation |
NACVA, San Diego, CA |
Oct., 2015 |
Corporate Fraud – The Madoff Case |
Rotary, Simi Valley, CA |
Oct., 2015 |
Market Approach |
NACVA, Las Vegas, NV |
Oct., 2015 |
Special Purpose Valuations |
NACVA, Las Vegas, NV |
Oct., 2015 |
Valuation Fundamentals, Techniques, and Theory |
NACVA, Houston, TX |
Oct., 2015 |
Income and Asset Approaches to Valuation |
NACVA, Houston, TX |
June, 2015 |
Financial Ethics, Morality, and the Law |
Leadership Simi Valley, Reagan Library, Simi Valley, CA |
May, 2015 |
Cost of Capital Implications in Damages and Business Valuation |
NACVA, Chicago, Illinois |
May, 2015 |
Standard of Value |
CalCPA, LAX, Los Angeles, CA |
Mar., 2015 |
Fraud and Corporate Ethics |
Rotary International, Simi Valley, CA |
Feb., 2015 |
Damages and Forensic Accounting |
CalCPA, Pasadena, CA |
Feb., 2015 |
Business Valuation for Insurance Agents and Brokers |
NAIFA, Woodland Hills, CA |
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