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The Future of the Valuation Profession
Valuation Services
Webcast

The Future of the Valuation Profession

In The Future of the Valuation Profession, Chris Mercer and Serena Morones explore the evolving landscape of today's valuation profession, trends in technology and realistic succession options.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Overview

CPE Credits

1.5

Instructor

Z. Christopher Mercer, Serena Morones

Availability

3 months

Product Number

WC4895462

 View  
 Business & partner 
Product Details

Insights and strategies for firm leaders

Experts will address how firm owners and practice group leaders can prepare for the future in today’s ever-evolving landscape of the valuation profession.

During this webcast, we will explore:

  • The increasing demand for valuation services
  • Evolving trends in technology and data analytics shaping the industry
  • How to identify a realistic internal succession option

Key Topics

  • Where is the valuation profession now?
  • Strategies for firm owners / practice group leaders to prepare for the future
  • Technology trends — AI and data analytics

Learning Outcomes

  • Recognize how the business valuation profession is evolving to meet the needs of the developing business landscape.
  • Identify a realistic internal succession option.
  • Recall evolving trends in technology and data analytics shaping the industry.

Who Will Benefit

Valuation professionals of all levels interested in the future of the profession.

More Details
NASBA Field of Study
Specialized Knowledge
Level
Overview
Prerequisites
none
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1.5 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Z. Christopher Mercer
FASA, CFA, ABAR
Chris is the Chairman of Mercer Capital. He began his valuation career in the late 1970s, and he has prepared, overseen, or contributed to hundreds of valuations for purposes related to tax, ESOPs, buy-sell agreements, and litigation, among others. In addition, he has served on the boards of directors of several private companies and one public company. He enjoys working with business owners to address ownership transition issues. Chris is a prolific author on valuation-related topics, including Buy-Sell Agreements: Valuation Handbook for Attorneys (ABA Book Publishing, 2024).
Serena Morones
CPA/ABV, ASA, CFE
Serena Morones is a forensic accountant, damages expert and business appraiser. She leads the forensic accounting firm of Morones Analytics, in Portland, Oregon. In its 23rd year of business, Morones Analytics is among the largest forensic accounting firms in the US founded and led by women. Serena has been engaged in over a thousand cases, testified over 130 times and has built a strong reputation as a credible testifying expert. Serena is passionate about mentoring younger generations of experts and teaching them best practices that lead to becoming the most credible expert in the courtroom. Serena’s other passion is sports photography. It’s her art and way of telling stories visually while also giving back to the community. In the fall, you’ll find her on the sidelines of college football games.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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