Presenter Spotlight: ASA Fair Value Virtual Conference – Fall 2020

Posted in October 20, 2020 ¬ 12:04 pmh.adminNo Comments »

ASA is pleased to announce the ASA Fair Value Virtual Conference – Fall 2020 presenters who will be discussing the latest fair value measurement and valuation topics, as well as other current and future expected trends regarding the FASB, SEC and international accounting standards.

Our current lineup includes:

Carla Nunes, CFA is a Managing Director at Duff & Phelps LLC. She has nearly three decades of experience in valuation, financial and tax reporting, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning. Ms. Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues.

Jim Krillenberger is a Senior Managing Director at ValueKnowledge LLC with more than 25 years of experience valuing business enterprises, equity and debt interests and intangible assets. Prior to founding ValueKnowledge LLC in 2005, Mr. Krillenberger served clients as a partner in the global accounting and consulting firm of PricewaterhouseCoopers, as a partner in the Transaction Advisory Services practice of Ernst & Young LLP, and as a Managing Director in the valuation practice of Standard & Poor’s. Mr. Krillenberger has served as an adjunct instructor at the University of Notre Dame, teaching Mergers and Acquisitions for the Executive MBA program and Intermediate Accounting to undergraduates.

Adam Smith, ASA is a Managing Director at PricewaterhouseCoopers with nearly 20 years of valuation experience. He has performed valuations of businesses, business interests, intangible assets, economic damages, derivatives, and lost profits. Mr. Smith’s experience includes preparing valuations for a wide range of purposes including financial reporting, litigation support, corporate planning and consulting, mergers and acquisitions, estate and gift tax reporting, and employee stock ownership plans.

Paul Balynsky, CFA, CPA/ABV is a managing director in Valuation Research Corporation’s portfolio valuation group with over 15 years of valuation experience. He specializes in valuations of portfolios of privately-held securities primarily for financial reporting purposes. He has performed valuations of securities along the entire capital structure including senior debt, subordinated debt and complex, multi-class equity structures. Mr. Balynsky is a member of the AICPA’s Forensic and Valuation Services Executive Committee, the AICPA’s SSVS/IVS Task Force, and the valuation expert observer of the AICPA’s Financial Reporting Executive Committee (FinREC).

Amanda Miller, PhD is a Valuation Audit Assist Leader at Ernst & Young, LLP with over 15 years in the industry. She also serves as co-chair of the AICPA “Cheap Stock” task force (revising the guide in 2020) and was co-chair of the AICPA PE/VC task force for the guide that was published in 2019. Her projects focus on assisting clients in understanding fair value issues, and on valuing complex securities such as options, warrants, preferred & common stock, performance awards, convertible notes, debt and related embedded derivatives, loan portfolios and contingent considerations.

Whitney Eklund, ASA is a Valuation Senior Manager in Ernst & Young’s Seattle office. Ms. Eklund has over 12 years of experience in the financial services industry, primarily focused on valuations in the technology, consumer products / retail, and life sciences industries. Ms. Eklund also serves as one of the West region audit assist leaders, dedicating a significant amount of time to private, strategic growth clients. Ms. Eklund is a CPA in Washington State, holds the ABV credential from the AICPA, and is an Accredited Senior Appraiser (ASA) in Business Valuation.

Alicia Grosman is Managing Director of Transaction Services at PricewaterhouseCoopers. She has over 20 years of experience in valuation and advisory services, specializing in corporate finance, due diligence, private equity, mergers & acquisitions, investment banking and purchase price allocations. Prior to her present role, she worked for Duff & Phelps and Standard & Poor’s. She received her MBA in Finance from the Leonard N. Stern School of Business at New York University, and is a Certified Public Accountant in the State of New York. Ms. Grosman is also an author and presenter on related valuation and fair value accounting topics.

Anthony Pumphrey, ASA, CFA, , is a Senior Vice President at Valuation Research Corporation. Mr. Pumphrey has nearly 15 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital structures for public and private companies under IRC 409a, ASC 350, ASC 360, ASC 718, ASC 805, ASC 820, and ASC 852. Prior to joining VRC, Mr. Pumphrey was with Hempstead & Co., where he provided valuation opinions for estate and gift tax planning, financial reporting, employee stock ownership plans, litigation support, and the issuance of incentive stock options.

Mike Pellegrino is the Founder and President of Pellegrino & Associates, LLC, a boutique IP strategy and valuation consulting firm. He has extensive experience valuing and counselling clients on IP-related matters. He has performed more than 400 company engagements for hundreds of clients, ranging from Fortune 50 companies to start-ups. He has testified in more than 20 matters on issues including bankruptcy valuations, estate tax valuations, fraudulent conveyance claims, copyright infringement claims, trade secret misappropriation claims, patent infringement claims and breach of contract claims. Mr. Pellegrino is the author of the first and second editions of BVR’s Guide to Intellectual Property Valuation, a former board member and treasurer of the LES.

Anna Mazover is a Managing Director in the Economic & Valuation Services (EVS) Group in KPMG‘s New York office. Anna has over 14 years of experience in valuation of businesses, intangible assets and inventory for financial reporting, tax reporting, and management planning purposes. Her experience includes assisting clients with valuations in connection with purchase price allocation, goodwill impairment testing, fresh start accounting, asset or legal entity transfers, tax restructuring, as well as corporate and strategic planning.

Scott Taub has been a Managing Director for Financial Reporting Advisors for 13 years, providing consulting services related to accounting and SEC reporting and litigation support services. Mr. Taub previously was a Deputy Chief Accountant at the SEC, helping to oversee accounting and auditing standard setters and formulate the SEC’s policies on financial reporting matters. He also previously served on the IASB’s IFRS Interpretations Committee, the FASB/IASB Joint Transition Group for Revenue Recognition and the FASB’s Valuation Resource Group. Mr. Taub is the author of the CCH Revenue Recognition Guide and a co-author of CCH’s Financial Instruments Guide. In 2005 he won the SEC’s award for Supervisory Excellence. He is a licensed CPA in Illinois and is a member of the American Institute of Certified Public Accountants.

Bill Johnston, ASA-IA is Managing Director of Empire Valuation Consultants. He has over 20 years of experience in business and intangible asset valuations where he has managed and prepared numerous valuations for financial reporting purposes, including purchase price allocation, goodwill impairment testing, cheap stock and Stock Compensation (ASC 718) and 409A. Mr. Johnson has been a designated member of ASA for 19 years, an active volunteer and currently serves on ASA’s Board of Governors Committee as Business Valuation Discipline Governor.

Ryan Gandre, ASA, CFA, CEIV is a Managing Director and Corporate Valuation Advisory Leader at Stout Risius Ross LLC. He has more than 15 years of experience providing a broad range of business valuation and financial advisory services for public and large private enterprises, and specializing in the valuation of debt and equity instruments, enterprise and legal entity valuations, and intangible asset valuations for tax planning and compliance and financial reporting purposes. Mr. Gandre is also well versed in valuation and accounting guidance related to business combinations, impairment testing, stock-based compensation, and other Fair Value measurements.

Carla Nunes is a Managing Director at Duff & Phelps LLC. She has nearly three decades of experience in valuation, financial and tax reporting, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning. Ms. Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues.

Jacquelyn Obert Marsac, ASA, CFA is a Managing Director at Valuation Research Corporation with over 12 years of valuation experience, who specializes in business enterprise valuations and intangible-asset valuations. Additionally, she completes valuations of financial instruments including preferred and common stock in complex structures for publicly and privately held companies and equity derivatives. Ms. Marsac holds the designations of both chartered financial analyst (CFA) and accredited senior appraiser (ASA). In addition, she holds a master’s degree in business administration and a bachelor’s degree in chemical and biomolecular engineering, both from Tulane University.