2015 Business Valuation Speaker Bios

Transcription

1 2015 Business Valuation Speaker Bios Jim Alerding CPA, ABV, ASA, CVA, CFF Owner Alerding Consulting Jim Alerding established Alderding Consulting in 2012 to provide a wide range of valuation and forensic consulting and general business consulting services. He has over 45 years of experience working with businesses in various consulting matters and over 30 years of experience working with complex valuation and litigation support matters. Alerding lectures frequently on business valuation and forensic services and has testified many times on valuation and economic damages in a variety of Federal and State courts. He has published numerous articles on business valuation and related subjects. He was one of the three individuals selected by the AICPA task force that wrote the Statement on Standards for Valuation Services issued in 2008 that provides the valuation standards for the AICPA's 300,000+ members. Richard Blaiklock Partner Lewis Wagner, LLP Since graduating from law school in 1997, Richard Blaiklock has practiced primarily in the areas of commercial law, while at the same time representing the Indiana Department of Insurance - Patients Compensation Fund in tort and coverage cases. He has written and published law review articles on corporate law, appellate practice, and constitutional issues. His practice focuses on representing individuals and businesses in a variety of areas, including auto supply chain issues, business and real estate transactions, business succession planning, regulatory matters and commercial litigation. Blaiklock has been listed as an Indiana Super Lawyers from In 2010 and he was one of Indiana's Top 50 Indiana Super Lawyers. From , he was recognized by The Best Lawyers in America in the fields of Commercial Litigation and; Corporate Law. In 2011, Rich was awarded the Indiana State Bar Association, Litigation Section's Civility Award.

2 Dr. Craig Dobbins Professor of Agricultural Economics Purdue University Professor Dobbins conducts extension and teaching programs in farm management. His areas of interest include the application of decision support tools to farm management problems, farm financial management and farmland economics. Professor Dobbins teaches two undergraduate courses: AGEC Farm Management and AGEC Farm Business Management Workshop. Randie Dial, CPA, ABV, CFF, ASA Wealth Advisor and Principal, Forensic and Valuation Services CliftonLarsonAllen, LLP Randie Dial has over 17 years of experience in providing valuation, forensic accounting and financial modeling services to a variety of publicly-traded and privately-held companies. He performs valuations of businesses and intangible assets for a variety of purposes including financial reporting, tax, merger and acquisitions, private equity investment and capital budgeting. Dial speaks nationally on valuation topics to professional and industry organizations and has authored several articles for professional journals. He currently serves as the Chairman of the AICPA s Business Valuation Committee/ Danny Goldberg Founder GOLDSRD Danny Goldberg is the founder of GOLDSRD, a leading provider of staff augmentation, executive recruiting and professional development services. Previously, he led the professional development and executive recruiting practices at Sunera. Goldberg has over 16 years of audit experience, including five as a CAE/audit director at two diverse companies.

3 Michael Gregory, ASA, CVA, MBA Chief Manager Michael Gregory Consulting, LLC Michael Gregory has over 25 years of experience in business valuation and mediations. In the third quarter of 2013 he was selected as the outstanding member of National Association of Certified Valuation Analysts (NACVA). He has conducted over 400 mediations since 2000 for the IRS, within the Minnesota Court system since 2004 and with his firm that currently conducts three to seven mediations each month. Areas of expertise are management, business valuation issues, research credit, international issues, cost segregation, capital versus repair and other issues related to engineering and valuation. As a leader and mediator working for the IRS, an emphasis was made to resolve issues at the lowest possible level. With this expertise. Gregory now brings his skills and talents to assist you in leadership, litigation support, review, issue management and issue resolution. Bethany M. Hearn, CPA, ABV, CFF, ASA Principal CliftonLarsonAllen Bethany Hearn has almost 25 years of public accounting experience, with the last 14 focused on providing valuation and forensic accounting services to owners of a variety of privately-held companies. She performs valuations of businesses and intangible assets for a variety of purposes including financial reporting, tax, merger and acquisitions, shareholder disputes, marital dissolutions and bank financing. Hearn served as an expert witness for valuations in shareholder disputes and marital dissolutions. Bethany speaks on valuation topics to professional organizations and has authored numerous articles for business journals. Michael Heaton, CPA, ABV, PFS, CFP, CHBC, CVA Partner Katz, Sapper & Miller s Healthcare Resources Group Michael Heaton is a partner in Katz, Sapper & Miller s Healthcare Resources Group. He has practiced public accounting and healthcare consulting since He provides indepth consulting in the healthcare areas of practice management, physician compensation, practice startups, practice valuations, third-party reimbursement, practice mergers and reorganizations, retirement plans, personal financial planning, managed care contracting and group practice design. He also has expertise in the taxation of medical practices, dental practices, professional corporations, not-for-profit organizations, S corporations and individuals.

4 Michael Hicks George and Frances Ball Distinguished Professor of Economics and Business Research and Director Ball State University Michael Hicks, PhD is the George and Frances Ball distinguished professor of economics and the director of the Center for Business and Economic Research at Ball State University. He previously served on the faculty of the Air Force Institute of Technology s Graduate School of Engineering and Management and at research centers at Marshall University and the University of Tennessee. Hicks research interest is in state and local public finance and the effect of public policy on the location, composition and size of economic activity. He has authored three books and more than 50 scholarly papers and is best known for his work on tax incentives and the impact of Walmart. Hicks received research and teaching awards from Tennessee, Marshall, AFIT and Ball State, and his work has been highlighted in such outlets as the Economist, Wall Street Journal, New York Times, and Washington Post. He has appeared nationally on CSPAN, MSNBC, NPR s All Things Considered and Fox Business News, and his weekly column on economics and current events is syndicated in several outlets across the state. Amber Hoover, CPA, ABV Senior Valuation Analyst Valuation & Litigation Services In her role as a senior analyst in the valuation and litigation services group for Sponsel CPA Group, Amber Hoover provides strategic counsel to business owners, buyers, sellers and other third parties primarily in the manufacturing, distribution, construction, professional service and retail industries. She specializes in the valuation of privately held businesses, partial ownership interests in privately held businesses and intangible assets. She also serves in various other financial matters including economic damage analysis, lost profit/lost business value analysis, and fraud or forensic accounting investigations. Kristin Jones President and CEO Indiana Health Industry Forum Kristin Jones has served as president and CEO of Indiana Health Industry Forum since 2009 and as its vice president from Prior, she served as director of business development for The Indy Partnership, director of Indiana Department of Commerce and trade services manager for the Indiana-Mexico Business Enhancement Project.

5 Scott Miller, CPA, ABV, CVA Founder/President Enterprise Services, Inc. As an entrepreneur, Scott Miller understands closely held and family-owned businesses and balances that perspective with years of corporate experience, having started his career at a national public accounting firm and going on to serve as a vice president of finance and plan fiduciary for a large ESOP company. He served as a principal in several family businesses and founded ESI in Miller is the author of several books including Buyouts, ESOPs Savvy Strategy for Tax Management and Buying and Selling Companies, and also has published in the leading journals Valuation Strategies and Journal of Accountancy. He has authored technical seminars for the AICPA and NACVA, is a recognized authority on business valuations and is a featured speaker in webcasts, seminars and national conferences. Bradley Minor, CPA, ABV, ASA, CVA, CMEA, CFF, FACFEI Director - Business Valuation Specialty Blue & Co., LLC Brad Minor started with Blue & Co., LLC in 1989 and performs business valuations, assists with real estate and machinery & equipment appraisals, and supports attorneys and clients in various areas of litigation. He has given presentations on various topics such as: family limited partnerships, valuing construction companies, valuing professional practices, valuing ESOPs, valuing healthcare entities, business valuation standards and general business valuation topics. Minor serves on the AICPA s Business Valuation Committee (2003 through 2007) and is a member of the AICPA's "Ask the Experts" Technical Advisory Panel. He has served as chairman of the Litigation Support Group of AGN International - North America. He served on the Editorial Advisory Board and was a frequent contributor of articles to the national publication "National Litigation Consultant's Review." He is the co-author of the June 1997 book entitled "Valuation of a Closely Held Business" for Research Institute of America, a national business publisher.

6 Dan Sailer, CPA, ABV, CFA Senior Analyst - Valuation Services Group Katz, Sapper & Miller LLP Dan Sailer has more than 12 years of experience in professional services, including eight years with a corporate financial advisory firm specializing in workouts, turnarounds and restructurings. In his current role, he provides valuation services for ESOPs, estates and gifts, transactions, and for other dispute or business planning purposes. Tom Sponsel, CPA, ABV, CFF Managing Partner and Director of Mergers and Acquisitions Sponsel CPA Group, LLC Tom Sponsel has been practicing in public accounting for more than 39 years. As managing partner at Sponsel CPA Group, LLC, he has a great deal of experience in serving family-owned and closely held businesses, as well as not-for-profit organizations. This includes providing advisory services on succession planning, organizational structure, strategic planning and consulting on various phases of entrepreneurial growth and corporate governance and planning for not-for profits. Sponsel served as the AICPA s chairman of the Business Valuation National Conference in In 1993, he was awarded the INCPAS President's Award for his distinguished service to the Society. Tom was also the recipient of the 2004 INCPAS Outstanding CPA in Public Practice award. Paul Wapner, CPA, ABV, CGMA Manager AICPA Paul Wapner joined the AICPA in 2013 after starting his career in public accounting. His experience includes tax, audit and business valuation services for a variety of industries. He is passionate about increasing the awareness of business valuation as a growing niche service in accounting firms, as well as working with valuation experts nationwide to provide members with resources to help them in servicing their clients.

7 Duncan Will, CPA, ABV, CFF, CFE Loss Prevention Manager - Accounting & Auditing Specialist CAMICO Duncan Will leverages his more than 30 years of experience in accounting including public accounting, forensic accounting, consulting, and audit and tax compliance. His specialty is accounting and auditing-related risk management services. He advises policyholders through the CAMICO Loss Prevention Hotline and speaks to CPA groups on a wide range of topics. Will began his accounting career in 1979 as a staff accountant in the Washington, D.C. area and spent most of his public accounting career in California and Florida. Paul Wonch, MBA, CPA, ABV, CVA, MAFF Director of Business Valuation and Litigation Support Services K. B. Parrish & Co. LLP Paul Wonch is the director of business valuation and litigation support services at K. B. Parrish & Co. LLP. He has extensive background in the valuation of privately owned businesses, particularly within the industry niches of automobile dealerships, construction and real estate. Wonch has performed valuations for a wide variety of purposes, including estate and gift taxes, divorce, shareholder disputes, buy-sell agreements, potential sale or purchase of a business, ESOP s, etc. He also has broad experience in the calculation of lost profits and lost earnings damages. He has testified as a financial expert in federal bankruptcy court, in divorce cases and for the arbitration of an automobile dealership reinstatement. He is the president of the Indiana Chapter of the NACVA and is a co-founder of the Indiana Institute of Business Valuation. In 2013, he received the State Chapter Presidents Leadership Award from the NACVA.