2026 Forensic, Litigation & Valuation Services Conference - IN PERSON - 2ND DAY ONLY

Overview

Join us for the Forensic, Litigation & Business Valuation Workshop, part of the 2nd Annual Ledgers & Legends Week, and gain practical insights into today's most pressing issues in business valuation, forensic accounting, litigation support, and financial investigations. Learn from experienced practitioners, explore emerging trends, and strengthen your ability to navigate complex challenges with confidence and clarity.

Additional Highlights to Note

• Join us a day early for Ethics for Public Practice session on Sunday, August 16. 
• Come early for the 2nd Annual Ledgers & Legends Ball on Saturday, August 15 at The Ritz-Carlton, a black-tie optional celebration honoring CPA achievements with live music, dinner, open bar, awards, and an unforgettable evening of connection.

AGENDA 
Tuesday, August 18 
 
7:30 – 7:55 am Registration & Continental Breakfast
 
7:55 Opening Remarks 
 
8:00 – 8:50 am 
The Special Master Setting: Rules, Procedures and Financial Experts 
Frank Tranchina, JD • Tranchina Law Firm • Covington, LA 
 
8:50 – 9:40 am   
Marketing 101: Building Your FLVS Book of Business 
Jim Koerber, CPA, ABV, CFF • EisnerAmper • Hattiesburg, MS 
Often CPAs and other professionals spend a lot of time and money obtaining business valuation and forensic accounting credentials but become discouraged when opportunities for those services are not obtained.? This presentation will assist those who provide forensic, valuation, and litigation services with ideas, recommendations, and suggestions to grow and expand their book of business. 
 
9:40 am – 10:00 am Break/Visit Exhibitors 
 
10:00 – 11:15 am 
Trust, but Verify: Prompting AI Without Getting Burned 
Charles Renwick, CPA, CFA • CMR Associates • Covington, LA 
Large language models can draft forensic memos, summarize depositions, and build timelines in seconds — but like a bad witness, they're confidently wrong and never say "I don't know." This hands-on session gives you a simple framework for writing prompts that get reliable, defensible results, plus the verification and confidentiality guardrails that keep AI from becoming a liability. 
 
11:15 am – 12:05 pm 
Discounts for Lack of Marketability  
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 examines the theory and application of discounts for lack of marketability (DLOM) in business valuation, including the empirical studies and quantitative models most commonly used to support them. Attendees will gain practical guidance on selecting appropriate methodologies, documenting their conclusions, and defending DLOM positions under scrutiny from reviewers, regulators, and the courts. 
 
12:05 – 1:05 pm Lunch/Visit Exhibitors 
 
1:05 – 2:05 pm 
Economic Update 
Spkr TBA • Hancock Whitney • New Orleans, LA 
 
2:05 – 3:05 pm 
Rules of Evidence: What Trial Attorneys Wish CPAs Knew 
Ryan Luminais, JD • Sher Garner Cahill Richter Klein & Hilbert, L.L.C. • New Orleans, LA 
 
3:05 – 3:25 pm   Break/Visit Exhibitors 
 
3:25 – 4:20 pm 
Economic Damages in Trade Secret Litigation: Lessons from Recent Court Decisions 
Jessica LeBlanc, CPA, MBA, CFF • Jessica D. LeBlanc, CPA, LLC • New Orleans, LA 
Kevin Willis, CPA, CGMA • Taylor and Willis CPAS and Advisors • Metairie, LA 

Notice

HOTEL INFORMATION
Forensic, Litigation, and Valuation Services Conference attendees get exclusive rates on rooms for this event starting at $164/night:

The Ritz Carlton New Orleans
921 Canal St.
New Orleans, LA 70112
504.524.1331

Book by July 21!

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.