2025 Forensic, Litigation & Valuation Services Conference - Both Days - In Person

Overview

This year’s Forensic Litigation and Valuation Services Conference offers timely, in-depth content focused on the evolving landscape of forensic accounting and valuation. Louisiana continues to be a center for high-quality professional development in these areas, delivering valuable insights to help you stay ahead. Whether you’re a seasoned CPA or exploring new opportunities in this dynamic field join us at the Ritz this August!

Monday, August 11

8:00 – 8:25 am Registration & Continental Breakfast/Webcast Access Opens at 8:00

8:25 am Opening Remarks

8:30 – 9:25 am
Hot Topics in Valuation and Litigation Services
Ralph A. Litolff, Jr., CPA/CFF/ABV, CVA, MBA • RAL Forensics, LLC • Metairie, LA

9:25 – 10:20 am
Forensic, Valuation and Litigation Risk Management
Duncan Will, CPA/ABV/CFF, CFE • CAMICO  • San Mateo, CA
Leave behind your engrained perspective of who you are as a CPA and the professional standards governing the performance of forensic, valuation and litigation support engagements. This presentation differs from those that focus primarily on professional standards — it incorporates jury expectations. The presentation will help you sleep better; conduct more effective forensic, valuation and litigation support engagements; and will also improve other areas of your practice by helping you identify and address riskier engagements and risky situations. The session provides a risk management perspective gleaned from nearly 40 years handling claims and other risk management issues. 
Even when you do everything right, you can still get sued! You’ll learn some risk management steps and testifying tips that can reduce or avoid professional liability exposure when practicing in these arenas. 

10:20 – 10:40 am   Break/Visit Exhibitors

10:40 – 11:55 am  
Attacking & Defending Personal Injury & Wrongful Death Economic Damages 
Jim Koerber, CPA/ABV/CFF • EisnerAmper • Hattiesburg, MS
An overview of issues related to the calculations of personal injury and wrongful death economic damages.  It will include current case law, Daubert challenges, and other important factors to consider.  

11:55 am – 12:55 pm Lunch/Visit Exhibitors

12:55 – 1:45 pm
Reasonable Certainty: A Legal Perspectve on Calculating Future
Rebekka C. Veith, JD • Partner - Fishmanb Haygood, LLP • New Orleans, LA
Kerry J. Miller, JD • Partner - Fishman Haygood, LLP • New Orleans, LA
C. Hogan Paschal, JD • Associate - Fishman Haygood, LLP • New Orleans, LA

1:45 – 2:35 pm
Valuation Sources and Tools
Riley Busenlener, CPA/ABV, ASA, AEP, JD • Chaffe & Associates, Inc. • New Orleans, LA 
Jason MacMorran, CPA/ABV/CFF, CVA, MS • EisnerAmper • Baton Rouge, LA
This session will cover the tools and resources a valuation specialist should consider in their practice. Materials will focus on AICPA standards and practice aids, along with economic, industry, and capital markets data resources.

2:35-2:55 pm Break/Visit Exhibitors
 
2:55- 4:05 pm
Leveraging AI to transform your BVFLS practice
Rod Burkert • rbCoaching • Bisbee, AZ
As BVFLS professionals, we seek ways to maintain a competitive edge ... and AI is the next frontier to exploit. This session will showcase real-world examples to demonstrate how you can harness the potential of AI to better market, sell, and deliver your services (NOT value businesses or calculate damages). If AI for BVFLS is on your mind – and you're looking to hurdle the objections, move past the hype, and integrate AI into your workflows – this session will give you the jumpstart you are looking for. 


4:05 – 4:50
Family Law Panel
Troy RushCPA, CVA, CFE • EisnerAmper • Metairie, LA
Madison Field, CFE, CVA • FPS Consulting Group • Baton Rouge, LA
Andre' Doguet • Commissioner Acadia Parish • Lafayette, LA
Moderator: Rob King, CPA, CFF, ABV • EisnerAmper • Hattiesburg, MS



Tuesday, August 12

7:30 – 7:55 am Registration & Continental Breakfast/Webcast Access Opens at 7:30

7:55am  Opening Remarks

8:00 – 8:50 am
View From the Bench
The Honorable Wendy B. Vitter, Chief Judge • U.S. District Court for the Eastern District of Louisiana


8:50 – 10:05 am  
Fraud and Collusion
Yigal Rechtman, CPA, CFE, CITP, CISM • Rechtman Consulting • Fort Lee, NJ
Most fraud examiners and auditors are familiar with the fraud triangle and how fraudsters act. When it comes to collusion some of the assumptions in fraud detection, or the detection of material misstatements in an audit must be re-examined. Even with good internal controls, fraud by collusion is possible, so during this presentation we will understand how collusion is created. We will then explore practical tips for identifying collusion. This course is directed at both fraud examiners and auditors.

10:05 am – 10:25 am Break/Visit Exhibitors

10:25 – 11:35 am
Tips and Pitfalls to Avoid When Testifying
Panel TBA

11:35 am – 12:35 pm Lunch/Visit Exhibitors

12:35 - 1:25 pm
Business Valuation from a Broker Perspective
G.F. Gay LeBreton, MBA • Chaffe & Associates, Inc. • New Orleans, LA 

1:25 – 2:15 pm
Follow the Money – Unraveling Crypto Crimes through Blockchain Tracing
Richard Peters, CISSP, CISA, CDPSE, QSA • HKA • Houston, TX

2:15 – 2:35 pm Break/Visit Exhibitors

2:35 – 3:25 pm
The Business of Sports: Valuation of Sports Franchises
Bryce Erickson, ASA, MRICS • Mercer Capital • Dallas, TX

3:25 – 4:20 pm
Insights from a Mediator
Roger Javier, JD • The Javier Law Firm • New Orleans, LA

Notice

HOTEL INFORMATION
Forensic Litigation & Valuation Services Conference attendees get exclusive rates on rooms for this event:

The Ritz Carlton New Orleans
921 Canal St.
New Orleans, LA 70112
504.524.1331
Exclusive Rate: Only $159/night!
Book by July 22!

RESERVE ONLINE

SPONSOR THIS EVENT

Sponsorship is a great way to connect with CPA professionals and increase your visibility within the community. To learn more or recommend a sponsor, contract Diedra Allen at dallen@louisiana.cpa or click here for more information.