This session will provide an overview the gatekeeping function and relevant cases, strategies for managing a challenge to professional opinions, and examples of successful and unsuccessful More
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 advisory services, and economic damages, and his professional experience includes valuations for estate and gift matters, litigation, mergers and acquisitions, and financial reporting. Jason provides litigation support in economic damage issues, assists clients in complex financial forecasting and modeling, and performs general financial consulting. Jason has prepared, overseen, or contributed to hundreds of valuations of businesses, interests in businesses, and intangible assets. He speaks nationally and locally on valuation and litigation topics, and he brings considerable training and experience to projects through his study to obtain the American Institute of Certified Public Accountants’ (AICPA) Accredited in Business Valuation credential (ABV) and Certified in Financial Forensics credential (CFF), and the National Association of Certified Valuation Analyst’s Certified Valuation Analyst credential (CVA). In 2011, Jason was appointed to the AICPA’s Business Valuation Committee. This ten member committee provides technical and educational guidance to CPAs that provide valuation services. Jason has also been a faculty member for the AICPA’s Expert Witness Skills Workshop which trains professionals in testimony skills, was honored as the AICPA’s 2014 Business Valuation Volunteer of the Year, and was in the AICPA’s inaugural Standing Ovation class for forensic accounting and business valuation professionals. In addition to his service to the AICPA in the valuation and forensic accounting areas, Jason has been an active member of the Louisiana Society of CPAs Forensic and Valuation Services Committee since 2009, chairing that committee in 2013 and 2014.