Prospective Financial Information: Are You Doing Enough Due Diligence?
Improve your valuation reporting with insights from diligence professionals on assessing and using prospective financial information and expanding analytical analyses.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Overview
CPE Credits
1.5
Instructor
Shaun Maloney, Joseph LaBarbera
Availability
3 months
Product Number
WC4213934
Are you doing enough due diligence?
Valuation professionals regularly review and/or prepare prospective financial information as part of their procedures. Pairing the appropriate diligence techniques with the valuation analysis will enhance the quality and reliability of your deliverables, while demonstrating additional competence and depth of knowledge to clients.
Stay up to date on recent guidance and best practices
Professionals must understand, evaluate and challenge prospective financial information to comply with recent guidance and best practices. This presentation will look at:
- Current guidance and best practices regarding PFI, including preparation biases
- Pairing the appropriate diligence techniques with the valuation analysis
- Responsibilities regarding the preparation and review of PFI
Participants will also gain an understanding of diligence techniques that may be implemented by valuation professionals to ensure they are properly scrutinizing prospective financial information.
Key Topics
- Prospective financial information
- Professional skepticism
- Due diligence
Learning Outcomes
-Recall the guidance and standards applicable to valuation professionals when utilizing prospective financial information. -Identify the methodologies used in preparation of prospective financial information and potential biases. -Recognize the responsibilities of the valuation professionals when utilizing and evaluating prospective financial information. -Distinguish due diligence procedures performed in other contexts that may be utilized by valuation professionals.
Who Will Benefit
Valuation professionals who review and/or prepare prospective financial information.
Group ordering for your team
2 to 5 registrants
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