2025 Forensic & Valuation Services Conference Bundle

Online Learning
Expires on : 09-30-2026
16.50 credits
Member price: $679
Non-member price: $799
Members save $120.00.
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OVERVIEW

This is the 2025 Forensic and Valuation Services Conference

Purchase this bundle and save 20% off the price of purchasing the courses individually. Discount percentages reflect discount on member price.

Total CPE Credit: 10 Hours (Accounting), 1.0 (Economics), 3.0 (Informational Technology), 2.5 (Communications & Marketing)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: September 30, 2026

Courses Included in this Bundle:

  1. BV 3.0: How to Incorporate AI Into Your Everyday BV Systems and Processes
  2. ROI Pricing: Stop Discounting Your Fees
  3. M&A Fireside Chat
  4. What's Mine is Mine - Separate Property Issues in Divorce
  5. Addressing Uncertainty in Markets
  6. Transactions Structure 
  7. Strategies for Marketing to Lawyers
  8. Calculating Intellectual Property Damages - How not to be Someone Else's War Story Casualty
  9. Estate and Gift Post Connelly Case
  10. Expert Witness Panel
  11. Utilizing AI in Litigation Support, Transaction Advisory and Valuation Services 
  12. Economic Update

CREDITS
Accounting
10.00 credits
Communications & Marketing
2.50 credits
Economics
1.00 credits
Information Technology
3.00 credits
FIELDS OF INTEREST
A&A
Forensic/Valuation
LEVEL
Update
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Wynne Baker, CPA, CBA, CFSA, CFF

 
No bio available

Matthew Barnes, JD, MBA, CPA, ABV, CFF

 

Matt is a senior manager with Baker Tilly. Recognized by Forbes as one of America’s Top CPAs for Valuations in 2025, he is known for his forward-thinking approach to litigation support, integrating advanced analytics and AI into forensic accounting and valuation engagements.

Matt assists attorneys, investors and business leaders in resolving complex financial disputes, quantifying economic damages, and valuing businesses, financial instruments, and intellectual property in contentious settings. His experience spans a wide range of industries, including healthcare, financial services, manufacturing, entertainment, technology, life sciences, retail, construction, distribution, agriculture (including cannabis-related ventures) and real estate.

Matt’s expertise includes business valuations for shareholder disputes, marital dissolution, restructuring and economic damages calculations. He is adept at forensic investigations involving fraud, Ponzi schemes, asset tracing (including digital assets and cryptocurrencies), financial statement manipulation and ability-to-pay analyses.

A recognized thought leader, Matt frequently presents at industry conferences and has published on valuation and forensic topics. He is committed to mentoring the next generation of litigation support professionals and advancing the use of technology in the field.

Jarrod Barraza, CFA, ASA, ABV, CVA

 
No bio available

Kristopher Boushie, CPA/ABV/CFF, CVA, CFE

 

Kristopher Boushie is a Managing Director with NERA Economic Consulting and NERA's Business Lead for Intellectual Property. He has over 35 years of experience in financial and litigation consulting, with an emphasis on forensic valuation issues. His practice focuses on consulting with corporate and legal clients on IP damages, IP valuation, and IP asset management issues across a variety of industries. Earlier in his career, Kristopher headed the IP practice of CapAnalysis LLC, an affiliate of Howrey LLP, one of the largest litigation firms in the U.S. He has worked with clients and counsel on hundreds of matters involving patent, trade secret, and Lanham Act damage assessment, strategic IP analyses, IP licensing negotiations, and patent royalty auditing.

He has been named as an expert in numerous cases and has testified in arbitration hearings, state court, U.S. district court, and before the European Commission.

He received a B.S. in Economics from Allegheny College and a MAcc (Accountancy) from The George Washington University. Kristopher is a Certified Public Accountant (licensed in Virginia), Accredited in Business Valuation, Certified in Financial Forensics, a Certified Valuation Analyst, and a Certified Fraud Examiner.

Rod Burkert, CPA, ABV, CVA

 
No bio available

John Decosimo, CPA (inactive), ABV, ASA

 
No bio available

Shannon Farr, CPA, ABV, CFF

 
No bio available

Joshua Hedrick, MBA, CVA, MAFF

 

Joshua Hedrick is a principal with Baker Tilly's risk and forensic accounting practice. He provides business advisory services to clients in various industries. Josh services include valuation, forensic accounting, transaction advisory and litigation support. His clients have included those in industries such as healthcare, finance, manufacturing, entertainment, transportation, software, life sciences, retail, construction, distribution and real estate.

Matthew Johnson, CPA/ABV

 
No bio available

Christopher Kuehl

 
No bio available

Miles Mason, JD, CPA

 
No bio available

Brent McDade, ASA, CBA, CVA, MAFF

 

Brent A. McDade is a director of Willamette Management Associates. His practice includes business valuation, litigation support, and transaction advisory services.

Brent has performed the following types of valuation and economic analyses: business and succession planning valuations, acquisition purchase price allocation valuations, asset impairment analyses, restricted stock valuations, blockage discount analyses, reasonableness of compensation analyses, restructuring and reorganization analyses, transfer price analyses, merger and acquisition valuations, fairness opinions, economic damages analyses, income-producing property valuations, phantom stock and employee incentive plan valuations, and employee stock ownership plan ("ESOP") employer stock valuations.

He has prepared these valuation and economic analyses for the following purposes: tax planning and compliance (income, gift, and estate), forensic analysis and dispute resolution, financial reporting, martial dissolution, and transaction planning (mergers and acquisitions).
Brent has valued the following types of business entities, securities, and assets: contractual rights, contingent consideration, close corporations, close corporation fractional ownership interests, public corporations, intangible assets (including intellectual property), general and limited partnership interests, limited liability company interests, restricted equity and debt securities, preferred stock, proprietorships, options and warrants, and fractional interests in real estate.

He has performed valuation or arm’s-length royalty rate/transfer price analyses related to the following types of intangible assets: customer contracts, customer lists and customer relationships, employment contracts, going-concern value, goodwill, licenses, noncompete covenants, patent applications, patents, procedural manuals, trade names, trademarks, trained and assembled workforces, and training manuals and documentation.

Brent has performed business valuations, economic analyses, and/or financial advisory services for clients in the following industries, among others: alcoholic beverage manufacturing and distribution, apparel, automotive, aviation, building materials, carpet and flooring, chemicals, computers and electronic products, construction, contractors, cybersecurity, distribution, entertainment and sports, fabricated metal products, finance, government contracting, heavy construction, hospitality, insurance, Internet service providers, investment, leisure, manufacturing, natural resources, oil and gas, professional services, real estate, rental and leasing, retail, securities, security, textiles, transportation and trucking, warehousing, and wood product manufacturing.

He has served as an expert witness in disputes regarding business valuation and economic damages, particularly lost profits and lost business value, in state and federal courts. He has also been selected as the third appraiser to resolve differences of opinion between appraisers in buy-sell agreement disputes.

Timothy Van Hal, JD

 

Tim is a partner with Barnes and Thornburg. He is a seasoned, solutions-focused advisor known for navigating complex business transactions with clarity, precision and practicality. Drawing on cross-border experience and deep industry insight and known for his responsiveness, he helps clients - from emerging companies to global investors - achieve their business objectives efficiently and effectively.

Tim delivers practical, responsive counsel to clients facing high-stakes business challenges - whether executing a time-sensitive M&A deal, navigating a cross-border investment or negotiating complex contracts. He regularly advises closely held businesses, private equity-backed portfolio companies, venture capital firms, private equity funds and public companies, with a particular focus on cross-border transactions. Known for his ability to simplify complexity and maintain momentum, Tim helps clients align legal strategies with commercial outcomes.

He draws on experience practicing in both the United States and Germany, where he was part of an international firm’s U.S. Capital Markets team in Frankfurt. Fluent in German, he is especially effective in transactions involving German-speaking markets and players, bridging regulatory and cultural nuances to deliver seamless results. His work spans mergers and acquisitions, securities offerings and compliance, strategic planning, corporate governance, and general corporate advice. With a strong emphasis on healthcare transactions, Tim also brings deep industry experience in accounting and professional services, healthcare, technology and artificial intelligence, and manufacturing. From supporting a healthcare company with SEC disclosures to guiding a tech startup through a cross-border acquisition, Tim provides clear, strategic advice that moves business forward.

Admitted in Tennessee and New York, Tim is deeply engaged in the Nashville community, and he serves on the board of Faith Family Medical Center, and maintains memberships in Leadership Health Care, the American Health Lawyers Association, the Nashville Health Care Council, the Nashville Bar Association and the American Bar Association.

Robert Vance, CPA, ABV, CFF, CVA

 

Robert Vance has practiced as a CPA for 39 years and today is a full-time forensic CPA and fo-rensic economist concentrating his practice on business valuation, divorce litigation support, commercial lost profits and personal injury economic damage calculations, forensic investigations and expert witness testimony. He is the principal of Forensic & Valuation Services, PLC with offices in Lenoir City and Memphis, Tennessee.

He has qualified as an expert and testified in 177 trials and hearings, 33 with a jury, in 66 differ-ent courts, testified in 142 depositions and has been appointed by judges as a Special Master 5 times. Additionally, Rob’s testimony has been referenced in over 30 Tennessee appellate cases. He is a frequent speaker to attorney and forensic CPA groups both locally and nationally.

Rob was appointed by the Governor of Tennessee in 2021 as a member of the Tennessee State Board of Accountancy and was reappointed in 2024. He is a Past-President of the Memphis Chapter of the Tennessee Society of CPAs (TSCPA) and is a past-chairman of the Forensic & Valuation Services Conference Planning Committee of the TSCPA. He has served as an officer on several non-profit Boards including the Boys and Girls Clubs and The Phoenix Club of Memphis.

Members save $120.00.
You aren't a member... yet.
Members save $120.00.
You aren't a member... yet.
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