Keynote Speakers

CEO | Sproglit
Former White House director of economic policy, regular commentator on NPR's “Marketplace,” past managing director of the legendary Tiger hedge fund and critically acclaimed author, Todd Buchholz has... More

Committee Members

Committee Member
CPA, ABV, CFF
Vice President | Mercer Capital
Committee Member
CPA
Partner | Wipfli LLP
Committee Member
Signing Director | CliftonLarsenAllen
Committee Member
CPA, CFF, CIRA
Managing Director | BRG
Committee Member
CPA, CFF
Vice President | J.S. Held
Committee Member
CFE, CAMS
Senior Manager | Grant Thornton LLP
Committee Member
Managing Director | Deloitte
Committee Member
CPA/CFF,CVA
Partner | WithumSmith+Brown, PC
Committee Member
CPA
Senior Manager | BDO Canada LLP
Committee Member
CPA, CFF, CFE, CGMA
Principal | Stalker Forensics
Committee Member
Director | Houlihan Lokey

Speakers

CFA, FASA, FRICS
Staff | University of Southern California
Anthony V. Aaron, CFA, FASA, FRICS Tony Aaron serves as an Adjunct Professor in the Leventhal School of Accounting at the University of Southern California and has been appointed as Director of the... More
Partner | Fox Rothschild LLP
Matthew is an experienced criminal and civil trial attorney whose diverse national practice focuses predominantly on white-collar criminal and regulatory defense and complex commercial litigation. He... More
Professor and Founder of the Creative Destruction Lab. | University of Toronto
Named the engineer of a “Billion Dollar Breakout” by The Globe and Mail—Agrawal comes at AI’s potential as an economist and business visionary. As he shows in his keynotes, advances in AI and machine... More
CPA
Manager | PricewaterhouseCoopers
Stephanie Aguirre is a Manager in PricewaterhouseCoopers Advisory Services LLC’s Forensic Services practice in Los Angeles. Ms. Aguirre specializes in forensic accounting investigations and... More
ASA
Owner | Alerding Consulting, LLC
R James (Jim) Alerding, CPA/ABV, ASA • Former member of the AICPA BV Committee • Inductee in the AICPA BV Hall of Fame • Coauthor of VS 100 (SSVS#1) (Valuation of a Business, Business Ownership... More
CFF
Partner | KPMG LLP
Peter is a Partner of KPMG LLP and a Senior Vice President of KPMG Forensic Inc. based in Toronto, Canada. He is a professional accountant with over 27 years of experience. Peter is also the KPMG... More
CPA, CFF®
Partner | Hemming Morse
Travis Armstrong is a partner in the Forensic and Financial Consulting Services Group at Hemming Morse. He assists clients on cases in the areas of economic damages, securities litigation, and the... More
Partner | Miller Thomson LLP
Greg Azeff is a partner in the Restructuring group at Miller Thomson LLP in Toronto, Canada. Greg has worked with businesses from a wide range of industries including banking & financial services... More
CPA, ABV
Managing Director | Valuation Research Corporation
Paul Balynsky is a Managing Director based in Yardley, PA and is a senior member of VRC’s Portfolio Valuation Practice. Mr. Balynsky specializes in valuations of portfolios of privately-held... More
CPA/ABV/CFF,CFA,ASA
Managing Director | Alvarez & Marsal
Neil is a Managing Director with Alvarez & Marsal Valuation Services, LLC. Previously, he was the Global Lead of Complex Valuation with Grant Thornton LLP. He has over 25 years of experience... More
CFA
Managing Director | KPMG LLP
Frederik is a Managing Director with KPMG’s New York Professional Practice Group (National Office – EVS). He has more than 15 years of experience in valuation and transaction related matters for... More
CPA, ABV, CFF
Managing Director | PricewaterhouseCoopers LLP
Peter W. Brown is a Senior Managing Director in PricewaterhouseCoopers Advisory Services LLC’s Forensic Services practice in Los Angeles where he serves as the practice leader for forensic consulting... More
CEO | Sproglit
Former White House director of economic policy, regular commentator on NPR's “Marketplace,” past managing director of the legendary Tiger hedge fund and critically acclaimed author, Todd Buchholz has... More
CPA, ABV
Owner | Burkert Valuation Advisors
Rod Burkert, CPA/ABV, CVA is the founder of Burkert Valuation Advisors, where he has been practicing solo since July 2000. His traditional practice assists individuals, businesses, and attorneys... More
CPA, ABV
Principal | Clifton Larsen Allen
Travis currently serves on the AICPA PE/VC task force. He also served on the AICPA “Cheap Stock” task force and The Appraisal Foundation’s Contingent Consideration task force. He is a former member... More
CPA
Managing Director | FTI Consulting
Clara Chin is a Managing Director in the Forensic & Litigation Consulting segment and is based in New York. Ms. Chin has more than 14 years of experience in providing consulting services related... More
CPA, ABV, CFF
Managing Director | Financial Research Associates
Stacy Preston Collins, CPA/ABV, CFF has focused on forensic accounting and valuation issues since 1993, and is a Managing Director with Financial Research Associates. Her work involves complex... More
CFF
Vice-President | Ernst & Young LLP
Terence is a CPA, CA, CBV, and has the AICPA's Certified Financial Forensics (CFF) credential. He is a Vice-President in the 'Transaction Advisory Services' practice with EY in Calgary, Alberta in... More
JD
Shareholder | Chapman Glucksman
Randall J. Dean specializes in the representation of accountants and business managers in professional liability matters and has tried, arbitrated, and mediated numerous cases in the field. He is an... More
CPA CFF CFE CFP
Partner | WithumSmith+Brown, PC
Ken DeGraw is a Litigation support and ax partner based out of Withum’s Whippany, NJ office. Ken is a leader in the Firm’s Forensic and Valuation Services Niche and provides services in the areas of... More
JD
Partner and President | Cohen Dowd Quigley P.C.
DANIEL G. DOWD is a Partner and the President of Cohen Dowd Quigley. For almost three decades, Dan has practiced in the areas of commercial litigation, ADR and contested administrative proceedings,... More
CPA, ABV, CFF
Partner | Baker Tilly Virchow Krause,LLP
David is a partner on Baker Tilly’s Global Forensics and Litigation Services team. With over 25 years’ experience, David specializes in working on complex litigation services, forensic accounting and... More
CPA/ABV, CFA, FRM
Partner | DELOITTE & TOUCHE LLP
William (Bill) Fellows Bill is a Deloitte Financial Risk and Advisory Partner. Bill specializes in financial instruments and transactions valuation, accounting, and risk management. He leads Deloitte... More
Global Head of Cybersecurity | FTI Cybersecurity
Anthony J. Ferrante is a Senior Managing Director and the Global Head of Cybersecurity at FTI Consulting. Mr. Ferrante is an expert in data privacy and cybersecurity resilience, prevention, response... More
CPA, CFF
Senior Managing Director | Ankura Consulting Group
Jason Flemmons is a Senior Managing Director at Ankura in the Washington, DC office. Jason has over 25 years of experience in forensic accounting, corporate investigations, and technical accounting... More
CPA, CFF
Managing Director | EisnerAmper LLP
Jolene Fraser is a Managing Director in the Financial Advisory Services Group of EisnerAmper LLP with over 20 years of public accounting and consulting services experience. Jolene specializes in... More
CPA, ABV, CFF
Senior Vice President | JS Held
Timothy Gillihan is a Vice President in the Oakland office of JS Held. Mr. Gillihan has thirteen years of forensic accounting and economic experience and is primarily engaged as an expert witness and... More
CPA, ABV
Partner | WithumSmith+Brown, PC
Jessica Hollobaugh Giresi has over 15 years of diversified public accounting experience. The traditional accounting background attained earlier in her career is leveraged in providing a wide range of... More
CFA, CPA, ABV
Senior Vice President | Mercer Capital
Travis W. Harms leads Mercer Capital’s Family Business Advisory Services Group. Travis’s practice focuses on providing financial education, valuation, and other strategic financial consulting to... More
CPA, ABV, CFF
CLA
Bethany Hearn is a Principal at CLA and has30 years of public accounting experience with the last 20 focused on valuation, litigation support and forensic accounting services. Bethany performs... More
CFE
President | Hetherington Group
Cynthia Hetherington, MLS, MSM, CFE, CII is the founder and president of Hetherington Group, a consulting, publishing, and training firm that leads in due diligence, corporate intelligence, and cyber... More
CPA, CGMA, ABV, CFF
Partner | Anders CPAs + Advisors
Thomas E. Hilton, MSF, CPA/ABV/CFF, CVA, CGMA is a partner in the Fraud, Forensic & Litigation Services Group at Anders LLP in St. Louis. He is an adjunct professor of forensic accounting at the... More
CPA, ABV
Manager | Keiter
Ethan H.R. Hitchcock is a Manager in Keiter’s Valuation and Forensic Services Department. He has over seven years of experience in financial consulting services. He specializes in valuation and... More
CPA/ABV/CFF,ASA
Managing Director | Financial Valuation Advisors
Jim Hitchner is managing director of Financial Valuation Advisors www.finvaluation.com and is president of The Financial Consulting Group www.gofcg.org. He is also CEO of Valuation Products and... More
CPA, ABV, CFF
Senior Financial Analyst | Anders CPAs + Advisors
Katie is a senior financial analyst in the Forensic and Litigation Services group at Anders. She performs data analysis and forensic support in fraud and forensic engagements, analyzes and summarizes... More
ASA, CFA
Senior Vice President | Houlihan Lokey Financial Advisors, Inc.
Ms. Itami is a member of Houlihan Lokey’s Financial Advisory Services business, where she specializes in corporate financial advisory, expert witness, and dispute resolution services. Ms. Itami is a... More
CPA
Director | AlixPartners LLP
Brian's clients benefit from his extensive experience as a financial consultant specializing in corporate investigations as well as litigation and dispute services. He has consulted in a variety of... More
President | High-Stakes Communication
Deborah has consulted on a variety of civil and criminal cases, including: business disputes, contracts, SEC fraud, mortgage fraud, mail fraud, civil rights, workman’s compensation, medical... More
CPA
Manager | Financial Research Associates
Cindy Joseph is a Manager at Financial Research Associates. Ms. Joseph provides forensic accounting services, valuation services, and other litigation related services. Representative assignments... More
CPA/ABV/CFF/CGMA,CVA,CFE
Partner | EisnerAmper, LLP
Hubert Klein is a Partner and Practice Leader for the Financial Advisory Services Group in the firm’s New York Metropolitan Area. With over 30 years of experience, Hubert is, frequently called upon... More
CPA, CFF, CFE
Manager, Forensic Services | PricewaterhouseCoopers
Joe is a Manager within the Forensics Services practice in PwC Advisory Services based in Los Angeles. He specializes in the application of digital automation solutions alongside extensive forensic... More
Managing Director | Duff & Phelps
David Larsen is a managing director in the San Francisco office of Duff & Phelps and part of the Alternative Asset Advisory service line. He has more than 35 years of transaction and accounting... More
JD
Partner | Fox Rothschild LLP
Matthew D. Lee is a partner in the Philadelphia office of Fox Rothschild LLP. He is a former U.S. Department of Justice trial attorney who concentrates his practice on white collar criminal defense,... More
CPA, ABV, CFF
Senior Managing Director | FTI Consulting, Inc.
CPA CA (Canada)
Principal | Cohen Hamilton Steger
Prem Lobo is a Principal at Cohen Hamilton Steger & Co. Inc. Prem specializes in the quantification of damages, business valuations and forensic accounting. His practice has been focused... More
CPA/ABV/CFF,CVA
Partner | Postlethwaite & Netterville
Jason MacMorran is a Shareholder in the Consulting Department of Postlethwaite & Netterville, and leads the firms Litigation Niche. Jason’s practice focuses on business valuation, transaction... More
CPA, ABV, CFF
Partner | Keiter
Harold G. Martin Jr., CPA/ABV/CFF, ASA, CFE, is a partner in Keiter’s Valuation and Forensic Services Group in Richmond, VA, and an adjunct instructor for The College of William and Mary Raymond A.... More
CFA
Chairman Emeritus | Sutter Securities, Inc.
Gilbert E. Matthews Chairman Emeritus and Senior Managing Director Sutter Securities, Inc. 220 Montgomery St., Suite 468 San Francisco 94104 (415) 352-6336 gil@suttersf.com Mr. Matthews has more than... More
MBA
Senior Manager | KPMG LLP
Anna Mazover is a Senior Manager in KPMG's Economic and Valuation Services Practice in New York. She specializes in business and intangible asset valuation for tax, financial reporting, and M&A... More
CPA, CFF, CA, CCI, DIFA, CAMS, AMLP
Co-Founder and Practice Leader | The AML Shop
Matt is the Co-Founder and Practice Leader with The AML Shop. He is an internationally recognized expert in anti-money laundering, counter-terrorist financing, and sanctions. He has been assisting... More
Partner | KPMG LLP
Sean McKee National Audit Leader- Investment Management KPMG LLP Sean is KPMG’s National Audit Leader for the Investment Management Practice responsible for the timely identification, development and... More
FASA, CFA, ABAR
Chief Executive Officer | Mercer Capital
Z. Christopher Mercer is the founder and chief executive officer of Mercer Capital. Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to more than a... More
CFE
Managing Director | Deloitte
Brian Merrill is a Managing Director in the New York Data Analytics practice of Deloitte Transactions and Business Analytics LLP with more than 15 years of experience in data management and advanced... More
Partner | Perkins Coie LLP
Keith Miller is the Managing Partner of Perkin Coie’s New York office. He is a former SEC enforcement attorney whose practice focuses on investigations and white collar crime matters, as well as... More
JD
Partner | Sullivan & Cromwell LLP
Ryne Miller is a partner in Sullivan & Cromwell’s Commodities, Futures & Derivatives group. He also works with the Financial Services and Capital Markets groups. Mr. Miller represents... More
PhD
Executive Director | Ernst & Young LLP
Amanda A. Miller, Ph.D. (amanda.miller@ey.com) Managing Director, Valuation, Modeling and Economics, Ernst & Young (EY) Amanda Miller, Ph.D., serves as co-chair of the AICPA PE/VC task force, and... More
CFF
Partner | Ernst & Young LLP
Barbara is a CPA, CA, FCBV (Fellow Chartered Business Valuator), and has the AICPA's Certified Financial Forensics (CFF) credential. She is a Partner in the 'Transaction Advisory Services' practice... More
JD
Partner | Zelle, LLP
SHANNON M. O'MALLEY Shannon is a partner in Zelle, LLP's Dallas office where she represents clients involved in catastrophe litigation with a focus on complex property insurance coverage litigation.... More
Director | BDO
Garry Pate is a Director in the firm’s Technology and Business Transformation Services practice with more than 18 years of experience in digital forensics, cyber security, information governance, e-... More
CFA, ASA
Co-CEO | VRC
Mr. Patel is Co-CEO and leads VRC’s financial reporting practice. Mr. Patel is a frequent presenter on valuation issues, including valuation issues relating to ASC 805, ASC 350/360 and ASC 820. In... More
President | Pellegrino & Associates, LLC
Mike Pellegrino is the Founder and President of Pellegrino & Associates, LLC (P&A), a boutique intellectual property (IP) valuation firm. He has significant experience valuing patents and... More
CPA, CFF
Partner | Hemming Morse
Greg is a Partner at Hemming Morse, LLP in San Francisco. He has testified numerous times in federal and state courts as well as in arbitrations regarding economic damages. Greg has served on the... More
JD
Junior Partner Attorney | Naimi & Cerceo
Francesca M. Resch is a junior partner at Naimi & Cerceo Family Law Group in Las Vegas, Nevada. Francesca has two Bachelor of Arts degrees in Political Science and Drama from UC Irvine and is a... More
LL.B (Bachelor of Laws)
Partner | Davies Ward Phillips & Vineberg LLP
Derek is a partner in the Toronto office of Davies Ward Phillips & Vineberg LLP, a leading Canadian law firm that is regularly at the center of Canada’s most complex, high-stakes and high-profile... More
Managing Director | FTI Consulting
Boris Richard is a Managing Director in FTI Consulting Forensic & Litigation Consulting segment and is based in Washington DC. At FTI, Dr. Richard focuses on cryptocurrencies, blockchain... More
CPA, ABV, CEIV, CFA
Managing Director - Office of Professional Practice | Duff & Phelps
Gary Roland, CFA, CPA/ABV/CEIV Gary is a Managing Director in the Philadelphia office and part of the Office of Professional Practice, which interacts with financial reporting standard setters and... More
CFF, CBV, CPA-CA (Canada)
Associate Principal | Cohen Hamilton Steger & Co. Inc.
Daniel Ross is an Associate Principal at Cohen Hamilton Steger & Co. Inc. in Toronto, Ontario. Since 2006, Dan has practiced exclusively in the areas of damages quantification, business valuation... More
CPA, ABV, CFF
Managing Principal | Rugeti & Associates
Mr. Rugeti is a Certified Public Accountant (CPA) and is Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants.... More
CPA
Managing Director | AlixPartners
LL.M. (Taxation)
Former Partner & Director of Estate Planning | Wipfli LLP
Pam is a former (recently retired) Partner and Director of Estate Planning for Wipfli LLP. She previously practiced law in Chicago with the law firms of Schiff Hardin and Meltzer Purtill &... More
Senior Manager | AICPA
Jeff Scroggs is the Senior Manager – Fair Value Measurements of Financial Instruments at the AICPA. He oversees the Financial Instruments initiative, providing strategic leadership for the Certified... More
CFF
Partner | BDO Canada LLP
Chetan Sehgal, CPA, CA, CFF, CFI, CAMS, MAcc, DIFA Partner, Forensics and Litigation Support Chetan Sehgal is a forensic accounting Partner with BDO Canada LLP. He has extensive experience managing... More
Managing Director | PricewaterhouseCoopers
Adam is a Managing Director with nearly 20 years of valuation experience. He has performed valuations of businesses, business interests, intangible assets, economic damages, derivatives, and lost... More
CPA
Senior Managing Director | FTI Consulting
Larry is a Senior Managing Director in FTI’s Forensic & Litigation Consulting segment. He serves as a testifying expert in litigation matters involving the application of generally accepted... More
Senior Manager | AICPA
CPA
Chief Accountant, Division of IM | U.S. Securities and Exchange Commission
Alison is the Chief Accountant of the Division of Investment Management at the U.S. Securities and Exchange Commission. In this role, Alison works closely with Commission staff to develop... More
ASA, CMC, MAE, MRICS
Managing Director | Houlihan Lokey Financial Advisors, Inc.
John A. Taylor, ASA, CMC, MAE, MRICS Mr. Taylor is a Managing Director of Houlihan Lokey’s Financial Advisory Services business in its Los Angeles, California Office. His primary responsibilities... More
CPA, ABV
President | Trugman Valuation Associates, Inc.
Gary R. Trugman, CPA/ABV, ASA, MVS is the President of Trugman Valuation Associates Inc., a business valuation and economic damages firm with offices in Plantation, Fl. and Parsippany, NJ. He is a... More
CPA, ABV, CFF
Senior Vice President | Valuation Research Corporation
Heather Tullar, ASA, CPA/ABV/CFF, MBA − Engagement Manager / Review Ms. Tullar is a Senior Vice President with VRC, specializing in the areas of business and intangible asset valuation and litigation... More
CPA, CFF
Senior Vice President | BVA Group
Alexander Walther has over 12 years of professional services experience related to complex contract disputes, economic damages, bankruptcy adversarial proceedings, valuation disputes, and purchase... More
Principal - Transaction Services | Grant Thornton LLP
Oksana is a Principal in Grant Thornton’s Transaction Services practice. She is also a leader of the firm’s National Complex Financial Instruments Group. Oksana assists clients in identifying,... More
CPA
Manager | Financial Research Associates
Ryan J. White is a Manager at Financial Research Associates. He participates in the valuation of privately held businesses and forensic accounting. Prior to joining Financial Research Associates, Mr... More
CPA, CFF
Partner | HSNO
Daniel Williams has over 15 years of forensic accounting experience focusing on the quantification of financial damages on over 500 files evaluating damages in excess of 2 Billion dollars. Mr.... More
JD
Managing Partner | Skoloff & Wolfe, P.C.
Associate Professor | Brigham Young University
David is passionate about understanding new technologies and implementing them into the curriculum of Brigham Young University, where he works as an associate professor and as the Andersen Fellow.... More
CPA, CFF, CFE
Director of Forensic Accounting & Litigation Support Services | Dean Dorton Allen Ford, PLLC
JD
Partner | Fox Rothschild LLP
CPA, ABV, CFF
Managing Director | Zyla Valuation Advisors, LLC
Mark L. Zyla is a Managing Director of Zyla Valuation Advisors, LLC, an Atlanta Georgia based valuation and litigation consultancy firm. Mark received a BBA degree in Finance from the University of... More