Blurred Lines: Keys to Preserving Expert Credibility 
We use case studies to examine the intersection between law and expert practice, common issues such as hearsay and adverse hypothetical questions and best practices for ensuring expert witnesses understand the applicable laws to a given case. Plus, analyze how judges determine whether something is an attack on credibility versus permissible cross examination and more.  
John J. Stockdale, Jr. – Attorney, Schafer & Weiner, PLLC, Bloomfield Hills

Tips for Following a Complex Money Trail
Asset tracing occurs when forensic accountants "follow the money" to identify a subject's assets, revenue and all types of transactions connected to both, typically to "untangle" complicated transactions and locate hidden assets. Dust off your magnifying glass and take a closer look at the types of engagements that might require asset tracing and their nuances. Investigate the differences between primary and secondary sources as well as the differences between the roles accountants and attorneys play in these engagements.
Stefanie Jedra, CPA, AM, CFE – Director, Advisory Services, Marcum LLP, East Hanover, NJ 

Invaluable Lessons in M&A Valuations

Preventing Fraud from the Inside
Did you know, as of last year, 47% of U.S. companies reported experiencing fraud over a 24-month period? Study the techniques, design patterns and best methods for creating and implementing effective internal controls that can minimize an organization’s exposure to fraud.
Eric Conforti, CPA, CFE - Principal, Plante Moran, Southfield
Eric Leslie, CPA - Senior Manager, Plante Moran, Southfield

A View From the Bench
Taking the stand to deliver testimony can be a daunting prospect, especially for the uninitiated, but understanding the process from a different perspective can improve confidence. Bring your burning questions and be prepared to view financial expert testimony from the judge's bench.

Hon. Curt A. Benson - Specialized Business Docket, Kent County Circuit Court, Grand Rapids
Hon. Kathleen M. McCarthy - Civil Division, 3rd Circuit Cout, Detroit
Moderator: Michelle F. Gallagher, CPA, ABV, CFF - Strategic Partner, Adamy Valuation, Grand Rapids

Common Healthcare Fraud & How to Prevent It 
Unfortunately, no industry is immune to fraud, including the nation’s healthcare system. According to reports, elder abuse is on the rise and Medicare fraud alone costs taxpayers $60 billion per year. Become familiar with the intricacies of these types of fraud, how to investigate when indicators of foul play are present and how to help others avoid becoming a victim of fraudulent behavior.  
Bryan Drake – Special Agent, Federal Bureau of Investigation, Detroit

On the Matter of Organizational Victimhood 
Fast Company predicts 2023 will see rising ransomware and critical infrastructure attacks on organizations as well as more stolen credentials. Join this session to determine, when it is appropriate to pay ransom as the result of a breach, what means of protection companies have at their disposal, legal ramifications and how to handle the fallout when an employee falls for a scheme or is victimized individually.  
Debra Geroux - Shareholder, Butzel, Troy
Jamie Izen - Task Force Officer - Cyber Task Force, Federal Bureau of Investigation, Detroit

The Cloudy Business Valuation Landscape
Are issues in today’s business valuation landscape clouding your vision? Let’s tackle them together. Discuss how to handle S-Corp premiums, inflation and other areas of fluctuation, company-specific risk factors, new lease standard implications, supply chain shifts, politics, COVID fallout and more! 
Nicholas A. Adamy - Managing Director, Adamy Valuation Advisors, Grand Rapids