Reports

 

I Need Help with My Reports.
No matter what specialized service you provide, it usually comes down to the presentation of a report. This is where the “rubber meets the road,” so to speak, and knowing that you have done an excellent job will certainly give you peace of mind, but more importantly, impress upon your client that you are a true professional. This is a reachable goal, and NACVA has the programs and people in place to assure that every report submitted by every member is a great report.

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Courses

Business Valuation Report Peer Review—Case Analysis by Webinar (CAW)
Peer review of valuation reports is offered through our Case Analysis by Webinar (CAW) sessions and provides authors of valuation reports with perspectives from like-mined valuators. Valuation reports submitted for use in a CAW are reviewed and discussed in a 5-10 person round-table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and the report follows professional standards. The round-table will also identify strengths and weaknesses of the report and rate overall readability, credibility, and persuasiveness.
For detailed information and registration, click here for Case Analysis by Webinar on NACVA.com.

Report Writing: Review and Analysis
It is incumbent upon the valuator to fully understand the quality standards by which his or her valuation report will be judged; from a users perspective this is what matters most. Report Writing: Review and Analysis addresses every aspect of drafting a report in adherence to professional standards, but just as importantly, shows you how to piece together a coherent, logical, persuasive document that will impress your clients.
For detailed information and registration, visit the Report Writing: Review and Analysis Workshop on NACVA.com. 

Litigation Report Writing Workshop
In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports that integrate powerful content with  supporting evidence and exhibits, all done under professional standards, that are ready to be put to the test and scrutiny of a court. Attendees will be asked (not required) to submit a redacted expert report to the instructor prior to the date of the class. All arrangements will be made with NACVA Headquarters for this submission.
For detailed information and registration, visit the Litigation Report Writing Workshop on NACVA.com.

Industry Standards and Ethics
Developments within the professional organizations over the last many years are moving toward more harmonization of industry standards. In this webinar, senior representatives in the valuation industry, many of whom are at the heart of this harmonization, will discuss the standards impacting the profession, including NACVA, IBA, ASA, AICPA, and USPAP.
For detailed information and registration, click here for the Industry Standards and Ethics course on NACVA.com.

CVA Case Study Report Writing Clinic (included with BVTC registration)
The objective of this seven-part, live online webinar clinic is to provide CVA candidates with step-by-step instruction and mentoring to assist with the successful completion and submission of the Case Study report. The clinic, however, at its roots is a great course in drafting a valuation report. It is free to all CVAs interested in taking this as a refresher course.
For detailed information and registration, click here for the Online CVA Case Study Report Writing Clinic on NACVA.com

On-Demand

Business Valuation Report Writing Webinars On-Demand Include:

• Business Valuation Reports and the Internal Revenue Service
• Calculation and Conclusion of Value and Other Roles Valuators Play
• Report Writing and Report Review—How to Write for the IRS
• Grading the Report and Supporting the Attorney’s Objectives
• Things to Remember for a Better Report

Financial Forensics Report Writing Webinars On-Demand Include:

• Advanced Forensic Report Writing - Scripting, Exhibits, Forensics Multi-Tool
• Advanced Forensic Report Writing, Trial Exhibits, Scripting, Depo Matrix
• Blitzkrieg Report Writing
• Rebuttal Reports and the Defense Expert's Role
• Grading the Report and Supporting the Attorney’s Objectives