Joint Retainer Task Force – Learn how 6 CBVs set out to identify key components of an effective engagement letter for joint retainers through the Joint Retainer Task Force, and how FDRIO turned their work into a template. A copy of FDRIO’s template of joint engagement template will be available to attendees.

Emerging Issues in Family Law Working Group – A collaborative initiative of 6 seasoned family law professionals discuss the most commonly cited issues in income valuation and business valuation reports from a family law perspective. These ‘hot-topics’ are reviewed in a thoughtful manner and include non-disclosure, gross-ups, trusts, joint engagements.

Moderator: Heather Bennett, Senior Manager, Thought Leadership and Professional Practice – CBV Institute
Matthew Krofchick, Principal – Krofchick Valuations
Ohran Gobrin, Partner & COO – Fuller Landau LLP

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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.