PRE-CONFERENCE WORKSHOPS
Choose 1 of 3 Onsite Pre-Conference Workshops — Included with Onsite Registration
Personalize your conference experience by selecting the workshop that best matches your professional interests. Each workshop is included at no additional cost with onsite registration.
Wednesday, November 4th | 9:00–11:00am
2 CPE credits
Choose one:
FVC26101. Hands-On Forensic Investigation Workshop: Analyzing Multi-Source Financial Data to Identify and Quantify Potential Fraud
This interactive pre-conference workshop provides participants with hands-on experience conducting a forensic accounting investigation using real-world style data from multiple financial systems. Working in small groups, attendees will analyze datasets derived from corporate card platforms, accounts payable systems, and general ledger records to identify potential irregularities and develop supported conclusions. Participants will learn practical techniques for standardizing data, reconciling inconsistencies across systems, and performing targeted analytical procedures to detect anomalies. The session will emphasize building a defensible evidentiary record that can withstand scrutiny from auditors, audit committees, and legal counsel. Through a guided case simulation, attendees will gain actionable experience in navigating common challenges in multi-source data environments and translating data analysis into meaningful investigative findings.
FVC26102. Report Writing for Business Valuations: Structure, Judgment, and Defensibility
A valuation report can satisfy technical requirements and still fail where it matters most: peer review, IRS examination, cross-examination, internal quality control, or client decision-making. This interactive, in-person workshop examines how report structure, narrative sequencing, professional judgment, and supervisory review affect the credibility and defensibility of valuation conclusions. Designed for valuation professionals at all experience levels, the session uses a deliberately mixed-audience format. Emerging professionals will strengthen their understanding of report requirements, audience alignment, and common structural pitfalls. Mid-career practitioners will stress-test report-writing decisions under adversarial conditions, including tax, litigation, financial reporting, transaction, and planning contexts. Senior practitioners and reviewers will leave with practical frameworks they can use in firm training, report review, and signature-readiness decisions. Participants will work in small groups to evaluate real-world valuation report excerpts and identify where reports succeed, where they become vulnerable, and how targeted revisions can improve defensibility without changing the underlying valuation conclusion. Exercises will address engagement purpose, intended audience, report format, analytical sequencing, reconciliation language, use of exhibits, disclosure depth, template defaults, and quality control risks. Participants will leave with practical, immediately usable frameworks for preparing, reviewing, and improving valuation reports across a range of practice settings.
FVC26103. Becoming an Effective Expert Witness: Practical Skills for Emerging Professionals
No one teaches you how to "be" an expert witness—and learning by trial and error is costly. This highly practical workshop is designed to close that gap by focusing on the real-world skills that distinguish technically qualified professionals from credible, effective experts. Participants will work through realistic expert witness scenarios covering deposition preparation, examination structuring, and credibility management. The session emphasizes how experts should think, prepare, and respond—before stepping into a deposition room, arbitration hearing, or courtroom. Through guided exercises, polling scenarios, and role-based discussion, attendees will learn how to prepare examination themes, respond to common opposing counsel tactics, manage document-based questioning, and avoid credibility traps that frequently undermine expert testimony.